HomeMy WebLinkAbout229730 2/26/2014 CITY OF CARMEL, INDIANA VENDOR: 00351368 Page 1 of 2
�IONE CIVIC SQUARE WALLACK SOMERS &HAAS PC
a CARMEL, INDIANA 46032 ONE INDIANA SQUARE CHECK AMOUNT: $42,726.22
SUITE 2300 CHECK NUMBER: 229730
INDIANAPOLIS IN 46204
CHECK DATE: 2/26/2014
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
902 4460805 21517 17, 800 . 74 RETAIL SITE #5
1801 4340000 21518 6, 646 . 30 LEGAL FEES
902 4460814 21519 1, 531 . 29 STREET DEPT FACILITY
902 4460816 21520 163 . 13 PELTON
902 4460804 21521 608 . 16 FIRST INDIANA
902 4460849 21522 456 . 27 TUESDAY MORNING
902 4460807 21523 575 . 64 PERFORMING ARTS CENTE
902 4460807 21524 1, 097 . 53 PERFORMING ARTS CENTE
902 4460808 21525 217 . 51 AMLI OLD TOWN
902 4460892 21526 163 . 13 APOSTOLIC CHURCH SITE
902 4340000 21527 173 . 76 LEGAL FEES
902 4460802 21528 2, 866 . 95 PEDCOR
902 4460811 21529 608 . 16 BETWEEN PARCELS 3 & 4
CITY OF CARMEL, INDIANA VENDOR: 00351368 Page 2 of 2
ONE CIVIC SQUARE WALLACK SOMERS&HAAS PC CHECK AMOUNT: $42,726.22
CARMEL, INDIANA 46032 ONE INDIANA SQUARE
SUITE 2300 CHECK NUMBER: 229730
DN INDIANAPOLIS IN 46204
CHECK DATE: 2/26/2014
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
902 4460812 21530 1, 476 . 93 O'MALIA' S
902 4460810 21531 8 , 340 . 72 SHAPIRO' S
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmisc
Carmel,IN 46032 Inv #: 21518
Attention: Mike Lee
RE: General Matters
DATE EXPLANATION ATTY HRS
Dec-18-13 Meeting preparation; Commission regular meeting and KPH 1.00
executive session; Follow up conferences; Follow up on
meeting issues; Emails.
Dec-19-13 Follow up on regular meeting issues. KPH 0.50
Dec-23-13 Review notes and file; Research memo and emails; Review KPH 1.50
and revise extended memo and email to D. Bowers
recounting explanation of Pedcor SICs; Conference with J.
Shoup; Emails.
Jan-06-14 Attend to administrative and financial matters. KPH 0.75
Jan-07-14 Attend to administrative and financial matters. KPH 0.25
Jan-10-14 Attend to claims and litigation; Conference with R. KPH 0.50
Wilmering;Emails.
Emails regarding Hoosier Salon Lease; Telephone calls with RRW 0.25
A. Ulbricht and K. Haas regarding same.
Jan-14-14 Prepare for and attend weekly meeting with Pedcor group; JRS 0.50
Discuss status of search for new CRC director, appointment
of new commissioner, status of Umbaugh report,and City
Council.
Jan-]5-14 Meeting preparation;Attend Commission executive session KPH 1.50
and Commission regular meeting; Pre and post-meeting
conferences.
Jan-20-14 Telephone call with A. Greenwood regarding conveyance RRW 0.50
and RFP process.
Jan-21-14 Prepare for and attend weekly meeting with Pedcor Group: JRS 0.25
discuss new commission member and status of search for
director.
Jan-23-14 Attend to SIC issues;Attend to authorization and resolutions; KPH 0.75
Conference with B. Donaldson; Calls and emails.
Emails with A. Greenwood regarding conveyances and RRW 0.25
notices and public offering.
Jan-24-14 Attend to administrative and operational matters;Attend to KPH 0.75
SIC issues; Conference with B. Donaldson; Calls and emails.
Jan-27-14 Attend to administrative and operational matters;Calls. KPH 0.50
Jan-28-14 Attend to SIC explanations.and memos; Conferences with J. KPH 0.50
Shoup and R. Wilmering; Emails.
Jan-29-14 Attend to financial matters, financing and contractual claims, KPH 0.75
and claims processing; Conference with R. Wilmering;
Multiple emails.
Jan-30-14 Attend to issues regarding appraisals as possible public KPH 1.00
documents;Advise regarding law and policy;Attend to
administrative and financial matters; Calls and emails.
Jan=31-14 Attend to SIC priority and payment issues;Attend to claims KPH 1.00
processing and transaction explanations; Review notes and
file; Emails.
Feb-03-14 Attend to SIC priority and payment issues; Review notes and KPH 1.00
file; Extended memo and email to E. Sidensticker and W.
Hammer;Additional calls and emails.
Feb-04-14 Attend to administrative and financial issues; Conference KPH 1.50
call with D. Bowers; Calls and emails.
Prepare for and attend weekly meeting with Pedcor Group, JRS 1.00
discuss status of Umbaugh report, previous evening's
Council meeting; Meeting with K. Haas and C. Meyer,
discuss: general overview and history of City Center,existing
and future projects,and nature of Commission.
Feb-05-14 Attend to claims and procedural matters; Calls and emails_ KPH 0.50
Feb-07-14 Attend to administrative, financial, claims, and procedural KPH 0.75
matters;Calls.
Feb-09-14 Meeting preparation; Emails. KPH 0.25
Feb-10-14 Review SIC file- Prepare for KPH 1.50
Mayor/Clerk-Treasurer/Council/Commission meeting
regarding SIC interest calculations and claims process;
Assemble and prepare meeting notes and materials;Attend
meeting.
Totals 19.50
Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Fonn No.201(Rev.1995)
CITY OF CARMEL
An invoice or bill to be properly itemized must show: kind of service, where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee� p /SomErS N�4s, I• C ' Purchase Order No.
O11e. r ndilns—Apite . 5mifC 2300 Terms
Indiiind (►S NqLn4 Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
Total
I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
, 20
Clerk-Treasurer
VOUCHER NO. WARRANT NO.
ALLOWED 20
VdAlk- Sa Ir 5 � liaf IN SUM OF $
One b IM S$kAre. Sui�'p 2300
Tndi do t 41 1� 294
$�_b 1 f (,30
ON ACCOUNT OF APPROPRIATION FOR
IyY43' 0000
Board Members
INVOICE NO. ACCT#/TITLE AMOUNT
DEPT.
# I hereby certify that the attached invoice(s),
IRol 1MR or bill(s) is (are) true and correct and that
the materials or services itemized thereon
for which charge is made were ordered and
received except
Sign u e
Cost distribution ledger classification if Title
claim paid motor vehicle highway fund
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:armparce149
Carmel, IN 46032
Inv #: 21522
I
Attention: Mike Lee
RE: Parcel 49
DATE EXPLANATION ATTY HRS
Jan-17-14 Emails regarding CRC's real property interests. RRW 0.25
Feb-04-14 Meeting preparation; Project background meeting with C. KPH 0.25
Meyers and J. Shoup;Attend to parking and expense matters.
Prepare for and attend projects background meeting with C. JRS 0.25
Meyers and K. Haas; Follow up conference with K. Haas.
Feb-07-14 Attend to bond provisions and reporting requirements; KPH 0.50
Conference with R. Wilmering; Emails.
Emails regarding National Bank of Indianapolis TIF report. RRW 0.25
and compliance certificate.
Totals 1.50
Total Fees $456.27
Total Disbursements $0.00
Total Fees and Disbursements $456.27
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 3171231-9000 Fax: 3171231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street,Suite 220 Mattemarmparce192
Carmel, IN 46032 Inv #: 21526
Attention: Mike Lee
RE: Parcel 92
DATE EXPLANATION ATTY HRS
Jan-28-14 Emails regarding CRC's site work obligations and Apostolic RRW 0.50
Church closing.
Feb-07-14 Telephone call with M. Lee regarding Project Agreement. RRW 0.25
Totals 0.75
Total Fees $163.13
Total Disbursements $0.00
Total Fees and Disbursements $163.13
Wallack Somers & Naas, P-C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparty
Carmel, IN 46032 Inv #: 21527
Attention: Mike Lee
RE: PTR
DATE EXPLANATION ATTY HRS
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-19-14 Attend to project and issues status. KPH 0.25
Totals 0.50
Total Fees $173.76
Total Disbursements $0.00
Total Fees and Disbursements $173.76
Wallack Somers &Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax. 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street,.Suite 220 Mattemarmparcel7a
Carmel, IN 46032
Inv #: 21523
I
Attention: Mike Lee
RE: Parcel 7A
DATE EXPLANATION ATTY HRS
Dec-18-13 Meeting preparation; Commission regular meeting and KPH 0.75
executive session Follow up conferences.
Jan-15-14 Meeting preparation;Attend Commission executive session; KPH 0.50
Pre and post-meeting conferences.
Jan-16-14 Follow up on meeting issues; Calls. KPH 0.25
Feb-06-14 Emails regarding National Bank of Indianapolis certificate of RRW 0.2.5
compliance.
Totals 1.75
Total Fees $575.64
Total Disbursements $0.00
Total Fees and Disbursements $575.64
1
r r
Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Forth No.201(Rev.1995)
CITY OF CARMEL
An invoice or bill to be properly itemized must show: kind of service, where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee
4/Ah6k Snm PrePW', (.
Purchase Order No.
o n i nj Ii dno J9 (�II�rP /44,�e 2300- Terms
Date Due
Invoice Invoice Description, Amount
Date Number (or note attached invoice(s) or bill(s))
2-12--)Lt 21522 se rvi r` P&rtel q1 4s 6,'-7
2A--4 21 26r
s vj c r PWPI 12 3, '3
-I 1-5 ltq A,t S rv'((! r- fwr l Time Retx+ *7t
Seryr, ffo,- Arte I
Total 3 D
I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
, 20
Clerk-Treasurer
r
VOUCHER NO. WARRANT NO.
ALLOWED 20
A, 11A& Oh7Pl^S ���� IN SUM OF $
0,ne Inhhd SjudrP . Sul -jo
Tndjdn Ftp Is. Lj,� 4
$ 1,3 68.80
ON ACCOUNT OF APPROPRIATION FOR
Tj F— qD2 A).(
1 [10 6jo p Board Members
PO#or INVOICE NO. ACCT#/TITLE AMOUNT
DEPT.# I hereby certify that the attached invoice(s),
9
2,152-2- q�WoSg9 45c-2-7 or bill(s) is (are) true and correct and that
`Z '2J 5 2- 6 q4414123 13 the materials or services itemized thereon
`L for which charge is made were ordered and
21 .523 LftAOR01Z7S.6 received except
20
I
Sig ure
Cost distribution ledger classification if Title
claim paid motor vehicle highway fund
Wallaek Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparcel2
Carmel,IN 46032 Inv #: 21528
Attention: Mike Lee
RE: Parcel
DATE EXPLANATION ATTY HRS
Dec-18-1.3 Meeting preparation; Commission executive session; Follow KPH 0.75
up conferences.
Dec-19-13 Review notes and file; Research memo and emails; Review KPH 0.50
and revise extended memo and email to D. Bowers
recounting explanation of Pedcor SICs.
Jan-06-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-14-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.75
Cordingley,Pedcor projects team, and J. Shoup;Attend to
multiple project issues; Follow up conferences; Calls.
Prepare for and attend weekly meeting with Pedcor group; JRS 1.25.
Discuss financing of future projects, including office
building 5 and Kent;Attend to emails from R. Brown and J.
Rivera regarding agreements in effect with respect to the
residential portion of the parcel and what recapture rights
CRC has thereunder; Review variousagreements in
connection with foregoing.
Jan-16-14 Follow up on meeting issues; Calls. KPH 0.25
Jan-17-14 Attend to delayed SIC payments, calculation of payments, KPH 0.50
authorization for execution and payment, and other issues;
Multiple calls and emails.
Jan-19-14 Attend to project and issues status. KPH 0.25
Jan-21-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.50
Cordingley, Pedcor projects team, and J. Shoup;Attend to
Kent Building issues; Calls.
Prepare for and attend weekly meeting with Pedcor Group: JRS 0.25
discuss Kent Building and status of agreement for parking
spaces serving Palladium.
Jan-23-14 Unit meeting: discuss status of Kent Building and JRS 0.25
documentation of future construction of office building.
Jan-28-14 Meeting preparation;Pedcor projects meeting with B. KPH 0.25
Cordingley; Pedcor projects team, and J. Shoup;Attend to
SIC payment issues and claims processing.
Jan-29-14 Meet with J. Shoup; Discuss Project Agreement for 5 Pedcor KPH 0.25
Square.
Prepare for and attend meeting with K. Haas; Discuss Pedcor JRS 0.50
future projects and project agreement for 5 Pedcor Square.
Attend weekly meeting with Pedcor group. JRS 0.25
Feb-04-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley, Pedcor projects team, and J. Shoup; Calls.
Prepare for and attend weekly meeting with Pedcor Group, JRS 0.25
discuss financing for 5 Pedcor Square.
Feb-09-14 Meeting preparation; Emails. KPH 0.25
Feb-10-14 Review SIC file; Prepare for KPH 0.50
Mayor/Clerk-Treasurer/Council/Commission meeting
regarding SIC interest calculations and claims process;
Follow up conferences with W. Hammer, S. Engelking, and
L. Matthes.
Totals 8.25
Total Fees $2,866.95
Total Disbursements $0.00
Total Fees and Disbursements $2,866.95
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12,2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparce14
Carmel,IN 46032
Inv #: 21521
Attention: Mike Lee
RE: Parcel
DATE EXPLANATION ATTY HRS
Dec-19-13 Review notes and file; Research memo and emails; Review KPH 0.25
and revise extended memo and email to D. Bowers
recounting explanation of Pedcor SICs.
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-17-14 Attend to delayed SIC payments, calculation of payments, KPH 0.25
authorization for execution and payment,and other issues;
Multiple calls and emails.
Jan-28-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley; Pedcor projects team, and J. Shoup;Attend to
SIC payment issues and claims processing.
Feb-04-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley,Pedcor team, and J. Shoup; Project background
meeting with C. Meyers.and J. Shoup;Attend to project and
SIC issues; Follow up conference with J. Shoup.
Prepare for and attend City Center background meeting with AS 0.25
C. Meyers and K.Haas; Follow up conference with K. Haas.
Feb-10-14 Review SIC file; Prepare for KPH 0.25
Mayor/Clerk-'Treasurer/Council/Commission meeting
regarding SIC interest calculations and claims process;
Follow up conferences with W. Hammer, S. Engelking, and
L. Matthes.
Totals 1.75
Total Fees $608.16
Total Disbursements $0.00
Total Fees and Disbursements $608.16
Wallaek Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street,Suite 220 Matter: carmp4rcel5
Carmel,IN 46032 Inv #: 21517
Attention: Mike Lee
RE: Parcel
DATE EXPLANATION ATTY HRS
Dec-18-13 Meeting preparation; Commission executive session; Follow KPH 0.75
up conferences; Follow up on meeting issues;Emails.
Dec-19-13 Review notes and file; Research memo and emails; Review KPH 1.00
and revise extended memo and.email to D. Bowers
recounting explanation of Pedcor SICs.
Jan-06-14 Attend to projects; Projects status and chart. KPH 0.75
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.50
Jan-13-14 Attend to easements and declarations; Meeting preparation. KPH 0.50
Draft Amended and Restated Declaration; Prepare list of JRS 0.25
issues regarding maintenance and cost obligations.
,tan-14-14 Meeting preparation; Pedcor projects meeting with B. KPH 1.00
Cordingley; Pedcor projects team,and J. Shoup;Attend to
multiple project issues; Follow up conferences; Calls.
Prepare for and attend weekly meeting with Pedcor group; IRS 1.5.0
Discuss construction, leasing, financing of future
components, feasibility study for convention space and
Amended and Restated Declaration; Conference with R.
Wilmering regarding Replacement Secondary Installment
Contracts,Transaction Agreement, and Pedcor's letter of
credit obligation; Review.Nash Project Agreement and
Remainder Project Agreement in preparation for meeting to
discuss documentation of future components.
Discuss Letter of Credit for parking garage; Emails regarding RRW 0.25
same.
Jan-15-14 Meeting preparation;Attend Commission executive session KPH 1.00
and Commission regular meeting; Pre and post-meeting
conferences.
.Ian-16-14 Follow up on meeting issues; Calls. KPH 0.50
Jan-17-14 Attend to delayed SIC payments,calculation of payments, KPH 1.00
authorization for execution and payment, and other issues;
Conference with R. Wilmering;.Multiple calls and emails.
Emails regarding approval of Secondary Installment RRW 0.50
Contracts and Pedcor Letter of Credit.
Jan-19-14 Attend to project and issues status. KPH 0.25
Jan-21-14 Meeting preparation; Pedcor projects meeting with B. KPH 1.00
Cordingley,Pedcor projects team, and J. Shoup;Attend to
project, planned phases,public areas, improvements
maintenance, declarations,and easements;Attend to SIC
payment issues and claims processing;Attend to Nash
building and streetscape; Follow up conference with J.
Shoup.
Prepare for and attend weekly meeting with Pedcor Group: JRS 0.50
discuss payments under Replacement Secondary Installment
Contracts, status of declarations for public areas, and future
projects.
Emails regarding authorization for Replacement Secondary RRW 0.25
Installment Contracts.
Jan-22-14 Attend to SIC issues;Attend to declaration issues; Extended KPH 2.50
conference with J. Shoup; Review J. Shoup declaration and
easements issues/questions list; Revise same; Emails.
Meet with K. Haas: discuss replacing Retail Declaration and JRS 4.75
Cross Easement Agreement with Amended and Restated
Declaration and developing list of specific issues and
questions in connection therewith to discuss with Pedcor;
Prepare list of issues and questions in preparation for
upcoming meeting with Pedcor Group.
Draft opinion regarding authorization of Replacement RRW 2.00
Secondary Installment Contracts.
,Can-23-14 Unit meeting: discuss future projects and list of issues and JRS 0.75
questions for Pedcor, Review and revise list of issues.and
questions and send to Pedcor in preparation for upcoming
meeting with Pedcor Group; Review email from B.
Donaldson with explanation of Replacement Secondary
Installment Contracts.
Draft Opinion regarding authorization of Replacement RRW 0.50
Secondary Installment Contracts.
Jan-24-14 Attend to emails regarding Replacement Secondary JRS 0.50
Installment Contracts;Draft explanation of why the
Replacement Secondary Installment Contracts were
executed-
Jan-28-14 Meeting preparation; Pedcor projects meeting with B. KPH 1.50
Cordingley, Pedcor projects team, and J_ Shoup;Attend to
project,planned phases,parking financing,increment
expenditures,title matters,public areas, improvements
maintenance, declarations,and easements;Attend to SIC
payment issues and claims processing;Attend to Nash
building and streetscape; Follow up conference with J.
Shoup.
Prepare for and attend weekly meeting with Pedcor Group: JRS 4.25
discuss construction matters, Clerk Treasurer issues in
connection with Replacement Secondary Installment
Contracts, use of excess existing improvement increment,
and list of issues with respect to Amended and Restated
Declaration; Review and revise Public Areas Declaration;
Draft Amended and Restated Declaration; Conference with
K. Haas regarding same;Review Parking Easement
Reservation Declaration and CCC Declaration of Plaza
Parking Spaces Declaration in connection with foregoing;
Review email correspondence to T. Perkins regarding
Replacement Secondary Installment Contracts to address
Clerk Treasurer issues in connection therewith.
Draft Opinion regarding authorization of Replacement RRW 1.25
Secondary Installment Contracts; Discuss same with K_
Haas.
Jan-29-14 Review notes and file;Discuss documentation for planned KPH 1.75
phases with J. Shoup; Consider garage financing alternatives;
Attend to Nash streetscape obligations.
Prepare for and attend meeting with K. Haas; Discuss Pedeor JRS 2.00
future projects and project agreements for garage,Baldwin
Building, Chambers Building, Holland Building, and Wren
Building; Issues in connection with Amended and Restated
Declaration; Use of excess improvements increment, and
streetscape obligation in connection with Nash Building.
Emails regarding Opinion regarding authorization of RRW 0.25
Replacement Secondary Installment Contracts.
Jan-30-14 Attend to garage financing;Attend to SIC's interest KPH 0.75
calculations and payment process; Calls and emails.
Review and revise Public Areas Use Declaration; Review JRS 4.50
Stacking Declaration and Garage Access Declaration in
connection therewith; Send to R.Brown with explanatory
email.
Emails regarding Opinion regarding authorization of RRW 0.75
Replacement Secondary Installment Contracts; Revise same.
Jan-31-14 Discuss with K. Haas opinion regarding authorization of RRW 0.25
Replacement Secondary Installment Contracts.
Feb-03-14 Attend to emails from B. Hammer, E. Seidensticker,and K. JRS 0.75
Haas regarding Replacement Secondary Installment
Contracts and payment owed by CRC thereunder;Telephone
call with M. Lee regarding Replacement Secondary
Installment Contracts and expenditure of funds in Increment
Reserve; Conference with K. Haas regarding Replacement
Installment Contracts and his conversation with D. Bowers
I
regarding the same; Review summary regarding
Replacement Secondary Installment Contracts from K. Haas.
Feb-04-14 Meeting preparation; Pedcor projects meeting with B. KPH 2.75
Cordingley,.Pedcor team, and J. Shoup; Project background
meeting with C. Meyers and J. Shoup;Attend to project and
SIC issues;Attend to planned future phases;Attend to
planned structured parking and proposed financing; Fallow
up conference.with J. Shoup; Calls and emails.
Prepare for and attend weekly meeting with Pedcor Group, JRS 2.75
discuss: construction, Replacement Secondary Installment
Contracts, previous evening's Council meeting,responsibility
for broken pipes in garage, financing for future phases, use
of future garage(private v. public/taxable v. nontaxable
financing),and use of Excess Existing Improvements
Increment;Attend projects background meeting with K. Haas
and C. Meyer, discuss: general overview and history of City
Center, Pedcor existing and future projects;Attend to email
from R. Brown regarding Replacement; Secondary
Installment Contracts.
Feb-05-14 Attend to SIC interest calculations and claims process; KPH 0.25
Emails.
Review and organize notes in preparation for drafting Garage JRS 1.75
Project Agreement; Draft Amended and Restated
Declaration; Review Retail Declaration, Cross Easement
Agreement, and Parcel 10 agreements in connection with
foregoing.
Feb-06-14 Attend to SIC priority; Conference with J. Shoup; Emails. KPH 0.50
Draft Amended and Restated Declaration; Review Retail JRS 2.50
Declaration, Cross Easement Agreement, and Parcel 10
agreements in connection with foregoing.
Feb-07-14 Draft Amended and Restated Declaration; Review Retail JRS 1.50
Declaration, Cross Easement Agreement, and Parcel 10
agreements in connection with foregoing.
Telephone call with M.Lee regarding CRC streetscape work, RRW 0.75
project agreement, and secondary installment contracts;
Review same;.Discuss same with J. Shoup; Emails regarding
same.
Feb-09-I4 Meeting preparation; Emails. KPH 0.25
Feb-10-14 Review SIC file; Prepare for KPH 0.25
Mayor/Clerk-Treasurer/Council/Commission meeting
regarding SIC interest calculations and claims process;
Follow up conferences with W. Hammer, S. Engelking,and
L. Matthes.
Totals 53.75
Total Fees $17,800.74
Total Disbursements $0.00
Total Fees and Disbursements $17,800.74
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis,IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12,2014
Carmel Redevelopment Commission
30 West Main Street,Suite 220 Matter::,armparceVc
Carmel,IN 46032
Inv #: 21524
Attention: Mike Lee
RE: Parcel 7C
DATE EXPLANATION ATTY HRS
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-09-14 Emails regarding REI Property Management Agreement. RRW 0.25
Jan-10-14 Telephone call with B. Roeger regarding 4CDC's real RRW 0.25
property interests.
Jan-13-14' Review 4CDC's draft response to Clerk-Treasurer; Emails RRW 0.50
regarding same.
Jan-14-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley, Pedcor projects team, and J. Shoup; Calls.
Attend weekly meeting with Pedcor group. JRS 0.25
Jan-28-14 Attend to property management and expense issues; Calls. KPH 0.50
Jan-29-14 Conference with R. Wilmering regarding CRC responsibility JRS 0.50
for Anderson-Birkla 4CDC Monon work; Review Agreement
regarding 4CDC Monon work and send to R. Wilmering.
Emails regarding ticket surcharges; Review files regarding RRW 0.75
same.
Feb-05-14 Review fides for floor plans and elevations of office building; RRW 0.50
Emails regarding same.
Totals 4.00
Total Fees $1,097.53
Total Disbursements $0.00
Total Fees and Disbursements $1,097.53
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis,IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparcel8
Carmel, IN 46032
Inv 4: 21525
Attention: Mike Lee
RE: Parcel
DATE EXPLANATION ATTY HRS
Jan-15-14 Telephone call with M. McVicker regarding Barrett& RRW 0.25
Stokely subleases; Emails regarding same.
Jan-29-14 Emails regarding gallery subleases. RRW 0.25
Feb-06-14 Review 4CDC facade.grant applications and approvals; RRW 0.50
Emails regarding same.
Totals 1.00
Total Fees $217.51
Total Disbursements $0.00
Total Fees and Disbursements $217.51
Wallack Somers &Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 3171231-9000 Pax: 3171231-9900
City of Carmel Feb 12,2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:,•armparcel 10
Carmel,IN 46032 Inv #: 21531
Attention: Mike Lee
RE: Parcel 10
DATE EXPLANATION ATTY HRS
Dec-19-13 Attend to execution of marketing agreement and marketing KPH 0.25
matters; Emails.
Jan-06-14 Attend to projects;Projects status and chart. KPH 0.25
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-08-14 Attend to water pipe breakage and damage; Calls and emails. KPH 0.50
Jan-09-14 Attend to building damage and repair; Calls and emails. KPH 0.50
Emails regarding building repairs and access. RRW 0.25
Jan-13-14 Draft Amended and Restated Declaration; Prepare list of JRS 025
issues regarding maintenance and cost obligations.
Emails regarding Shapiro's building marketing materials; RRW 0.75
Review title commitments and recorded instruments
regarding parking easements; Emails regarding same.
Jan-14-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.50
Cordingley, Pedcor projects team,and J. Shoup;Attend to
multiple project issues; Follow up conferences; Calls.
Prepare for and attend weekly meeting with Pedcor group; JRS 0.50
Discuss Amended and Restated Declaration.
Jan-15-14 Meeting preparation;Attend Commission executive session; KPH 1.00
Presentation by Colliers; Pre and post-meeting conferences.
Telephone call with T. Osborne regarding marketing RRW 0,25
materials and executive session.
Jan-16-14 Follow up on meeting issues; Calls. KPH 0.50
Jan-17-14 Attend to marketing and disposition; Review updated KPH 0.50
marketing materials; Calls and emails.
Jan-19-14 Attend to project and issues status. KPH 0.25
Jan-20-14 Emails regarding Colliers' marketing update. RRW 0.25
Jan-21-14 Meeting preparation; Pedcor projects team meeting with B. KPH 0.25
Cordingley, Pedcor projects team, and J. Shoup;Attend to
multiple project issues.
Prepare for and attend weekly meeting with Pedcor Group: JRS 0.25
discuss scheduled meeting between M.Averitt and T.
Osborne regarding leasing interest and opportunities.
Jan-22-14 Emails regarding title to equipment and real estate. RRW 0.25
Jan-28-14 Meeting preparation; Pedcor projects meeting with B. KPH 1.50
Cordingley; Pedcor projects team, and J. Shoup;Attend to
project, planned phases,parking alternatives, title matters,
and property marketing; Follow up conference with J. Shoup.
Attend weekly meeting with Pedcor group; Discuss parking JRS 0.50
and marketing; Follow up conference with K. Haas regarding
parking lot issues.
Jan-29-14 Meet with J. Shoup regarding parking, rights to construct a KPH 0.75
garage, and various document amendments.
Prepare for and attend meeting with K. Haas; Discuss issues JRS 3.75
in connection with Amended and Restated Declaration, CRC
surface lot and rights to construct a parking garage,and
adding southernmost row of parking space into CRC surface
parking lot; Review Easement Agreements(including first
and second amendments thereto)to determine rights with
respect to constructing a parking garage; Prepare notes for
drafting Third Amendments to Easement Agreements,
Discuss Parking Easement with J. Shoup; Call to T. Osborne RRW 0.25
regarding same; Emails regarding same.
Jan-30-14 Attend to property conditions; Calls. KPH 0.25
Feb-04-14 Meeting preparation;Pedcor projects meeting with B. KPH 0.50
Cordingley, Pedcor team, and J. Shoup; Project background
meeting with C. Meyers and J. Shoup;Attend to marking
matters and property conditions; Calls.
Prepare for and attend weekly meeting with Pedcor Group, JRS 0.75
discuss utility service to parcel;Attend projects background
meeting with C. Meyer and K. Haas, discuss history and
current status of parcel.
Feb-05-14 Attend to marketing matters and property conditions; Calls KPH 0.50
and emails.
Draft Amended and Restated Declaration; Review Retail JRS 0.75
Declaration, Cross Easement Agreement, and Parcel 10
agreements in connection with foregoing.
Feb-06-14 Attend to marketing matters and property conditions; KPH 0.75
Conference with R. Wilmering; Calls and emails.
Draft Amended and Restated Declaration; Review Retail JRS 4.00
Declaration, Cross Easement Agreement, and Parcel 10
agreements in connection with foregoing.
Feb-07-14 Draft Amended and Restated Declaration; Review Retail JRS 3.00
Declaration, Cross Easement Agreement, and Parcel 10
agreements in connection with foregoing.
Totals 24.75
Total Fees $8,340.72
Total Disbursements $0.00
Total Fees and Disbursements $5,340.72
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:,•armparcelI 1
Carmel,IN 46032 Inv #: 21529
Attention: Mike Lee
RE: Parcel 11
DATE EXPLANATION ATTY HRS
Dec-19-13 Review notes and file; Research memo and emails; Review KPH 0.25
and revise extended memo and email to D. Bowers
recounting explanation of Pedcor SICs.
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-17-14 Attend to delayed SIC payments, calculation of payments, KPH 0.25
authorization for execution and payment, and other issues;
Multiple calls and emails.
Jan-28-14 Meeting preparation; Pedcor projects meeting.with B. KPH 0.25
Cordingley; Pedcor projects team, and J. Shoup;Attend to
SIC payment issues and claims processing.
Feb-04-14 Meeting preparation;Pedcor projects meeting with B. KPH 0.25
Cordingley, Pedcor team,and J. Shoup; Project background
meeting with C. Meyers and J. Shoup;Attend to project and
SIC issues; Follow up conference with J. Shoup.
Attend projects background meeting with C. Meyers and K. JRS 0.25
Haas; Follow up conference with K. Haas.
Feb-10-14 Review SIC file; Prepare for KPH 0.25
Mayor/Clerk-Treasurer/Council/Commission meeting
regarding SIC interest calculations and claims process;
Follow up conferences with W. Hammer, S. Engelking, and
L. Matthes.
Totals 1.75
Total Fees $608.16
Total Disbursements $0.00
Total Fees and Disbursements $608.16
Wallaek Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis,IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Mattemarmparcel 12
Carmel,IN 46.032 Inv #:, 21530
Attention: Mike Lee
RE: Parccl12
DATE EXPLANATION ATTY HRS
Dec-18-13 Meeting preparation; Commission executive session; Follow KPH 0.25
up conferences.
Dec-19-13 Review notes and file;Research memo and emails; Review KPH 0.50
and revise extended memo and email to D. Bowers
recounting explanation of Pedcor SICs.
Jan-06-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-17-14 Attend to delayed SIC payments, calculation of payments, KPH 0.50
authorization for execution and payment, and other issues;
Multiple calls and emails.
Jan-19-14 Attend to project and issues status. KPH 0.25
Jan-21-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.50
Cordingley, Pedcor projects team, and J. Shoup;Attend to
Design Center issues; Calls_
Attend weekly meeting with Pedcor group; Discuss Design JRS 0.25
Center issues.
Jan-28-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley; Pedcor projects team, and J. Shoup;Attend to
SIC payment issues and claims processing.
Attend weekly meeting with Pedcor group; Discuss Design JRS 0..25
Center issues.
Feb-04-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley, Pedcor team, and J. Shoup; Project background
meeting with C. Meyers and J. Shoup;Attend to project and
SIC issues; Follow up conference with J. Shoup.
Attend projects background meeting with C. Meyers. JRS 0.25
Feb-05-14 SIC interest calculations and claims process. KPH 0.25
Feb-10-14 Review SIC file; Prepare for KPH 0.25
Mayor/Clerk-Treasurer/Council/Commission meeting
regarding SIC interest calculations and claims process;
Follow up conferences with W. Hammer, S. Engelking, and
L_ Matthes.
Totals 4.25
Total Fees $1,476.93
Total Disbursements $0.00
Total Fees and Disbursements $1,476.93
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:•armpareel 14
Carmel,IN 46032 Inv #: 21519
Attention: Mike Lee
RE: Parcel 14
DATE EXPLANATION ATTY HRS
Dec-19-13 Review notes and file; Consider offering and disposition KPH 1.75
alternatives; Outline same; Consider swap for Pedcor SICs
call on Big TIF; Extended memo and email to W. Hammer.
Jan-06-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-07-14 Attend to projects; Projects status and chart. KPH 0.25
Jan-14-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.50
Cordingley, Pedcor projects team,and J. Shoup;Attend to
tax credit issues and designations; Follow up conferences;
Calls.
Prepare for and attend weekly meeting with Pedcor Group: JRS 0.25
discuss tax credits and need for area designation.
Jan-17-14 Emails regarding Old Town Design Group. RRW 0.25
Jan-19-14 Attend to project and issues status. KPH 0.25
Jan-21-14 Meeting preparation; Pedcor projects meeting with B. KPH 0.25
Cordingley, Pedcor projects team, and J. Shoup;Attend to
tax credit issues.
Prepare for and attend weekly meeting with Pedcor Group: JRS 0.50
discuss meeting between Pedcor and IEDC regarding
Industrial Recovery Tax Credits, application of credits to this
project, and the need to designate an area in connection with
such credits.
Jan-23-14 Unit meeting: discuss tax credits and possible conveyance of JRS 0.25
site to Pedcor.
Totals 4.50
Total Fees $1,531.29
Total Disbursements $0.00
Total Fees and Disbursements $1,531.29
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Feb 12, 2014
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Mattemarmparce116
Carmel, IN 46.032
Inv #: 21520
Attention: Mike Lee
RE: Parcel 16
DATE EXPLANATION ATTY HRS
Jan-21-14 Review lease; Emails regarding repair and insurance RRW 0.50
obligations.
Jan-22-14 Emails regarding restroom maintenance and repair expenses; RRW 0.25
Review declaration regarding same.
Totals 0.75
Total Fees $163.13
Total Disbursements $0.00
Total Fees and Disbursements $163.13
Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Form No.201(Rev.7995)
CITY OF CARMEL
An invoice or bill to be properly itemized must show: kind of service, where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee P
T�( So�l'll°u Hwi P Lam• Purchase Order No.
One L dhan S gIA&re . 5q[+e 2300 Terms
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Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
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I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
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Clerk-Treasurer
VOUCHER NO. WARRANT NO.
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IN SUM OF $
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ON ACCOUNT OF APPROPRIATION FOR
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PO#or INVOICE NO. ACCT#!TITLE AMOUNT
DEPT.# I hereby certify that the attached invoice(s),
2-152-9 dp 9 or bill(s) is (are) true and correct and that
/ � 60 the materials or services itemized thereon
Z b VS 17 6.7� for which charge is made were ordered and
S2 10775-3 received except
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Title
claim paid motor vehicle highway fund