HomeMy WebLinkAboutAgreement_Pension General_06/15/2008TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
AND
HANSON, PERRY &JENSEN, P.A.
ATTORNEY ENGAGEMENT AGREEMENT
This Agreement, effective June 15, 2008, is entered into by and between the Board
of Trustees ("Trustees") of the TEQUESTA GENERAL EMPLOYEES' PENSION TRUST
FUND ("Fund") and the law firm of HANSON, PERRY &JENSEN, P.A. ("HPJ").
WITNESSETH:
WHEREAS, the Fund has been established for the purpose of providing retirement
and related benefits to eligible Participants and Beneficiaries and defraying reasonable
expenses of administering the Fund; and
WHEREAS, Ordinances of the Village of Tequesta creating the Pension Plan
permits the trustees to "employ independent legal counsel at the fund's expense ..."; and
WHEREAS, the Trustees desire that HPJ serve as Counsel with respect to the
Fund, and HPJ is willing to so serve.
NOW THEREFORE, in consideration of the mutual agreement herein contained, it
is covenanted and agreed as follows:
1. Employment of Legal Counsel. The Trustees hereby employ the law firm of
HANSON, PERRY &JENSEN, P.A. as legal counsel to the Fund and its Trustees.
2. Fee Schedule. For services under this Agreement, the Legal Counsel shall be
entitled to receive from the Trustees a fee for legal services rendered on behalf of
the Fund and its Trustees at a rate of $200.00 per hour for attorney time, plus any
HANSON, PERRY &JENSEN, P.A.
West Palm Beach, Florida
costs necessarily incident to representation by the Legal Counsel. This fee is
effective June 15, 2008 and is guaranteed for one year. Attached as Exhibit A is
the schedule of fees and costs.
3. Services Provided. The legal services covered under this agreement may include:
attendance at all regular meetings of the Trustees; response (whether written or
verbal) to all written and telephone inquiries from trustees and fund service
providers, including any legal research necessary; drafting, review and revision of
all contracts with service providers; preparation of Fund amendments as necessary;
drafting of policies and procedures necessary to guide the trustees in performing
their duties; review and advice on all unusual pension applications, such as
disability pension applications; litigation; any hearings held by the pension board;
preparation of IRS applications; drafting of a restated pension plan; and any other
legal work required by the Board. There is no additional charge for travel time.
4. Legal Counsel Contacts. Primary attorney responsible for providing services to
the Fund shall be Bonni S. Jensen.
5. PriorAgreements. This Agreement supersedes all prior agreements with the Legal
Counsel, oral or written.
6. Execution. This Agreement may be executed in counterparts.
7. Insurance. HPJ will maintain at least a $1,000,000.00 legal malpractice insurance
policy during the term of this agreement.
8. Term and Termination. This agreement is at will and can be terminated by either
party in accordance with HPJ's ethical obligations to the Fund.
HANSON, PERRY & JENSEN, P.A.
West Palm Beach, Florida Page 2 of 3
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the
date(s) indicated below.
OF TRUSTEES OF THE
TA GENERAL EMPLOYEES
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Chairman
Secretary
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Date
WITNESS:
As to Trustees
LAW OFFICE OF
HANSON, PERRY &JENSEN, P.A.
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Bonni S. Jens~n
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Date
WITNESS:
As to Legal Counsel
BSJ/ka
July 14, 2008
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HANSON, PERRY &JENSEN, P.A.
West Palm Beach, Florida Page 3 of 3
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Hanson, Perry & Jensen, P.A.
400 Executive Center Drive, Suite 207
West Palm Beach, Florida 33401
2008 FEE SCHEDULE
(Effective June 15, 2008)
COSTS/FEES AMOUNT PER
Attorney Fees $200 Hour
Legal Assistant $ 75 Hour
Office Assistant $ 25 Hour
Travel Time* $100 Hour
Photocopies $0.25 Page
Faxes (no change) $0.50 Page
Postage and Shipping charges will continue to be billed at the current rates
set by the service providers. (No change)
*Travel time will not be billed to this Fund for local travel. Travel time is billed only when
traveling on behalf of the Fund outside of Palm Beach County.
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