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Home My WebLink About236445 08/27/14 oty u.,Coq*Af << CITY OF CARMEL, INDIANA VENDOR: 363109 (� ONE CIVIC SQUARE MICHAEL LEE CHECK AMOUNT: $*****3,640.00* CARMEL, INDIANA 46032 C/O CRC CHECK NUMBER: 236445 *;;o„ CHECK DATE: 08/27/14 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340303 31558 201408 3,640.00 CONSULTING e ` Michael Lee 506 W Smokey Row Rd. Date: 8/1/14 Carmel, IN 46032 Invoice 201408 Date Description of Work Hours 7/11/20114 Finalized July 1st TIF Districts Report and sent files to DLGF. 2.5 Started working on August 1 st Report. 0.75 7/2/2014 Continued working on August 1 st Report. 3.25 Printed off July 1 st report for Corrie Meyer. 0.25 Worked with intern on labeling TIF District maps for binders. 1.5 Discussed outstanding items with Corrie Meyer 0.25 7/3/2014 Attended meeting with Corrie Meyer and Jim Higgins RE: 2014 budget. 1.5 Researched Arts District Lofts and Shoppes bond documents and meeting minutes. 0.75 Input June expenditures and revenues into monthly forecast spreadsheet. Updated forecast. 1.25 Looked at external hard drive of files and discussed filing with intern. 0.5 Researched Party Time Site files. 0.25 7/7/2014 Updated Redevelopment Department spreadsheet. 0.25 Reviewed invoices and filled-out claims. Had claims signed and delivered them to Clerk-Treasurer's office. 0.75 Worked on August 1st report. 1.5 Went over parcel files with intern. Helped file parcels to correct allocation area. 2 Searched for information for Corrie Meyer and Steve Engelking. 0.5 Updated forecast sheets and charts. 1.75 7/8/2014 Researched land acquisitions and prior projects for parcel locations. Sorted files into correct EDA areas. 3 Discussed 2015 budget and other outstanding items with Corrie Meyer. 0.5 Updated forecasts and charts. 1.5 Searched for Clarian documents. 0.5 7/9/2014 Updated summary and check register. 1 Updated Revenue and Expenditure Analyses. 1.25 Reviewed invoices. 0.5 Updated 902 Non-TIF Revenues sheet and Balance Sheet. 0.25 Input invoices into approval sheets. 0.75 Michael Lee 506 W Smokey Row Rd. Date: 8/1/14 Carmel, IN 46032 Invoice 201408 Worked on August 1st Report. 0.25 Delivered documents to City Hall. 0.5 7/10/2014 Searched for contracts. 0.25 Reviewed bond and trustee fees and updated 2015 forecast. 0.25 Searched for PILOT agreement and contacted Heidi Amspaugh RE: PILOT agreement and bond payment. 1 Reviewed project documents and responded to potential bidder. 0.5 Attended meeting with reprsentatives of Crowe Horwath RE: software. 1.25 Went over meeting agendas with Corrie Meyer. 0.5 Reviewed meeting minutes and updated agenda for July meeting. 0.5 7/11/2014 Reviewed official statements for PAC bonds. Updated debt and developer debt information pages for packet. 2.5 Reviewed emails and contacted Ryan Wilmering RE: agenda items. 0.25 Worked on organizing check register and monthly summaries for 2013 audit. Sent information to SBOA representative. 1 Updated packet for July meeting. Updated agenda and commissioner's notes. 2.75 Printed and scanned documents for monthly packet. 0.25 7/14/2014 Attended special CRC meeting and discussed CRC items with Corrie Meyer. 0.5 Reviewed invoices and filled-out claims. 0.5 Submitted claims to Clerk-Treasurer's office. Responded to Ann RE: deposit of check. 0.5 Reviewed flow-chart RE: revenue deposit agreement. Discussed with Corrie Meyer and Bruce Donaldson. Calculated actual amount to go to Supplemental Reserve Fund. 0.75 Went to warehouse for assessment. 0.25 Reviewed Nash garage pay application. Discussed with Jason Springer. 0.5 Worked on August 1st Report. 2.25 7/15/2014 Reviewed Revenue Deposit Policy text and made notes. Sent notes on to Corrie Meyer. 0.5 Reviewed July expenditure audit trail and contacted Clerk- Treasurer's office RE: Village Financial check. Picked up check and delivered to Pedcor. Discussed invoices with Steve Engelking. 0.75 Worked on August 1st Report. 3.75 Michael Lee 506 W Smokey Row Rd. Date: 8/1/14 Carmel, IN 46032 Invoice 201408 Reviewed emails RE: RDA and 2006 Parkwood defeasance. Forwarded files RE: 2006 Parkwood defeasance to Jim Higgins. 0.25 7/16/2014 Reviewed and responded to emails RE: audit and Parkwood defeasance. 0.25 Reviewed Energy Center receipts and transfers in 2013. Checked Clerk-Treasurer records and created file for auditor. Sent email with explanation to auditor. 1.25 Worked with intern to locate project agreements and determine which files are duplicates. 1.5 Reviewed Clarian PILOT payment agreement and supporting documents. 0.25 Worked on August 1st Report. 0.75 Discussed meeting items with Corrie Meyer. Prepared for meeting with Auditors and for monthly CRC meeting. 0.75 Attended meeting with auditors. 1 Attended monthly CRC meeting. 2 7/17/2014 Continued to work on August 1 st Report. 1.75 Worked with intern on organizing parcel files electronically by EDA. 0.5 Gathered files and information requested by auditors. 2 Reviewed 2013 TIF collections versus what is included in Umbaugh Report and responded to Ryan Wilmering's email. 1 Notarized documents and prepared for City Council Finance Committee meeting. 0.5 Attended City Council Finance Committee meeting. 1.25 7/18/2014 Reviewed July expenditures and revenues to look for difference in balance between my records and Clerk- Treasurer records. 0.5 Aided intern in file management process. 0.25 Continued to work on August 1 st Report. 0.75 Gathered more documents requested by auditors. 0.25 Updated purchase order spreadsheet. 0.5 Reviewed invoices and filled-out claims. 1.25 7/21/2014 Reviewed intern's list of tagging equipment and compared to asset list. 3 Reviewed Umbaugh TIF Report, made spreadsheet and discussed with Corrie Meyer. 0.5 Discussed future planning information with Corrie Meyer. 0.25 7/22/2014 Continued to review intern's list of tagging equipment and compared to asset list. 1.5 Michael Lee 506 W Smokey Row Rd. Date: 8/1/14 Carmel, IN 46032 Invoice 201408 Worked on compiling 2009 and 2010 TIF revenue and expenditure data to send to DLGF. 3 7/23/2014 Finalized August 1st Report and sent to Corrie Meyer and Jim Higgins for review. 2.5 Discussed 2014 and 2015 forecasts with Corrie Meyer. Made revisions to each. 0.5 Discussed organizing files with intern. 0.25 Reviewed document prepared by Corrie Meyer. 0.25 Reviewed parcel listings and computed what annual TIF revenue should be. Compared to June TIF receipts. 1.5 I 7/24/2014 Discussed CRC items with Corrie Meyer. 0.25 Reviewed 2010 expenditures to determine which were TIF. Updated report to be sent to DLGF. 2.5 Searched for Palladium landscaping information. Searched for ProLiance contract. 1.25 Reviewed Council Report and highlighted changes. 0.5 Transferred files to share folder. 0.5 Reviewed comments on draft of August 1st Report. Made changes accordingly. 0.25 Conference call with Ashley from Crowe Horwath. 0.25 Searched for more documents for Corrie. 0.5 7/25/2014 Looked for Parcel 14 warehouse environmental studies and appraisals. Looked for ProLiance contract. 1 Printed out and delivered Commission Report to Clerk- Treasurer's office for Council packet. 0.5 Reviewed inventory list with intern. 0.25 Sent out finalized reports to City Council and DLGF. 0.25 Reviewed invoices and contacted vendor. 0.5 � I 91 $3,640.00 Prescribed by State Board of Accounts City Form No.201(Rev.1995) ACCOUNTS PAYABLE-VOUCHER 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_ �►1 I Purchase Order No. 5 0 SmokP4 / Rd. Terms Carmel. �� b�32 Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) UNservice s• Total 1Q 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 I VOUCHER NO. WARRANT NO. ff ( ALLOWED 20 IN SUM OF $ 50 6 l�/ Sm oke y Ro Rd C&rmel. l/V 46 0i2_ ON ACCOUNT OF APPROPRIATION FOR 0303 Board Members Po#or DEPT.# INVOICE NO. ACCT#/TITLE AMOUNT I hereby certify that the attached invoice(s), 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 OfL/u� Signur Title Cost distribution ledger classification if claim paid motor vehicle highway fund