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HomeMy WebLinkAbout237021 09/10/14 J�/ CITY OF CARMEL, INDIANA VENDOR: 00351028 CHECK AMOUNT: $*****3,163.21 ,1 ONE CIVIC SQUARE SIMON AND COMPANY INC s ?�: CARMEL, INDIANA 46032 1660 L STREET NW,SUITE 501 CHECK NUMBER: 237021 9y._._,: WASHINGTON DC 20036 CHECK DATE: 09/10/14 �rON� DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 1160 4340400 31594 897.58 PROFESSIONAL SERVICES 6.01 5023990 082614 1,132.82 OTHER EXPENSES 651 5023990 082614 1,132.81 OTHER EXPENSES I I S IMON ANIS COMPANY INCORPORATED Intergovernmental Relations and Federal Affairs 1660 L Street N.W. -Suite 501 o Washington,D.C.20036 (202)659-2229 e Fax(202)659-5234•e-mail:len.sinron@shnoncompni?y.com August 26, 2014 Mayor James Brainard One Civic Center Square Carmel, Indiana 46032 STATEMENT August 2014 Summary of Maior Activities Undertaken in the Last Month for the City of Carmel ALtb Date Description Secretary Jewell in Carmel July 28- 31, Ongoing assistance to the city in August 5 connection with the visit of Secretary of Interior Sally Jewell to Carmel on the Land and Water Conservation Fund 50th Anniversary including teleconferences and review of background materials; August 1, 4-5 Preparation and forwarding of draft talking points for Mayor's comments during Secretary Jewell's visit; Cities of Opportunity Task July 30 Preparation for and participation in Force meeting with the staffs of the Mayors attending the Cities of Opportunity meeting, hosted by Mayor de Blasio in New York City on September 10-11, to assist in preparation of the meeting; August 2 Preparation and forwarding to the Mayor and staff background memo summarizing the July 30 staff meeting and making recommendation for the September 11 NYC meeting; August 10-11 Assistance to the Mayor during the"Cities of Opportunity" Task Force Meeting in NYC; 1 Marketplace Fairness Act July 29 Meeting with staff of Rep.Jason Chaffetz, who is leading efforts for House passage of the Marketplace Fairness Act, regarding drafting,key provisions changes from the Senate bill, and next steps; . Army Corps of Engineers August 18 Meeting with U.S. Army Corps of Engineers staff to discuss effective ways in which to communicate with local governments regarding their key programs and processes; Border Crisis Updates August 5, 12 Sat in on two conference calls with senior officials from the White House, Department of Health and Human Services, and Department of Homeland Security for an update on the situation at the border and an overview of next steps to care for unaccompanied minors in custody of HHS,then prepared a summary; National Town Hall with August 6 Participated in a National Town Hall Secretary Foxx webinar with Transportation Secretary Anthony Foxx in which he discussed the short-term patch passed by Congress to address Highway Trust Fund solvency, potential long-term revenue solutions,the GROW AMERICA Act,a need for greater investment in our national infrastructure, and prospects for the next transportation reauthorization bill; NSF Improving July 25 Prepared and forwarded a grant memo on Undergraduate STEM National Science Foundation (NSF). Education Grants issuance of a Program Solicitation for Improving Undergraduate STEM Education (IUSE) Grant Program to support proposals that simultaneously address challenges and opportunities that are facing undergraduate STEM education and anticipate new structures and functions of the undergraduate learning and teaching enterprise; 2 EPA Brownfields Area-Wide July 30 Prepared and forwarded a grant memo on Planning Grants Environmental Protection Agency (EPA) issuance of a Request for Proposals for Fiscal Year(FY)2015 Brownfields Area- Wide Planning (BF AWP) Grants to support research,technical assistance,and training activities that will enable the development of an area-wide plan and implementation strategy for brownfields assessment, cleanup, and subsequent reuse; CDFI Fund New Markets August 6 Prepared and forwarded a grant memo on Tax Credits Program the Treasury Department Community Development Financial Institutions Fund (CDFI Fund)announcement of a Notice of Allocation Availability (NOAA) for the Calendar Year (CY) 2014 New Markets Tax Credit (NMTC) Program to spur investment in distressed LICs by providing a tax credit to corporate or individual taxpayers who make qualified equity investments in designated CDEs; ED and HHS Preschool August 14 Prepared and forwarded a grant memo on Development Grants Education Secretary Arne Duncan and Health and Human Services Secretary Sylvia M. Burwell's announcement that the Department of Education(ED)and the Department of Health and Human Services (HHS) are now accepting applications for the Preschool Development Grants competition, a program that will provide funding to States for the development or expansion of early childhood education programs; 3 Washington Friday Report July 25 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Workforce Development Legislation, Transportation Update: At the Edge of the Cliff, Ryan Anti-Poverty Plan, Unaccompanied Minors Teleconference, U.S. DOT Crude Oil Safety Rail Rule, New Commitments for My Brother's Keeper, Social Impact Bonds Legislation, A Week of Hearings, Grants This Week, Momentum Slows on Marketplace Fairness, Housing First and Rapid Re-Housing, and The Bicycling Mayor of Forth Worth; August 1 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Transportation - 10-Month HTF Patch Avoids the Cliff, Border Supplemental Dead End, Senate FY15 Labor-HHS-Education Funding, Some Thoughtful Proposals on Poverty and Fairness,WRRDA Webinars,A Week of Hearings on Their Way Out, Grants This Week, New York Times: Legalize Marijuana, and Music of the Month; August 8 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects:the House Passes a Border Security Bill, Transportation Update, Senate FY15 Interior- Environment Appropriations, Senators - Ask for Clarity on "Waters of the U.S.," the White House Acts on Climate Change, Julian Castro Sworn in as HUD Secretary, the First Lady on Ending Veteran Homelessness, Bus and Bus Facilities Guidance, State Legislatures on Common Core, Grants This Week, the LWCF Outdoor Recreation Legacy Partnership Program,and a Medicare Trustees Report; 4 Washington Friday Report August 15 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: USCM Cities- of Opportunity Task Force, Unaccompanied Minors, Veterans' Access to Care, Transportation, Farmers Markets, the Partnership for Sustainable Communities, Law Enforcement and Juvenile Justice, Grants This Week, Secretary Jewell Visits Carmel, and Praise for New Markets Tax Credits; August 22 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Quality Early Childhood Education, Crisis in Ferguson, Postal Service Cuts, Julian Castro Sworn in by Vice President Biden, Federal Housing Finance Agency Strategic Plan, FTA Program Guidance, My Brother's Keeper "Data Jam," Grants This Week, GROW AMERICA Act and Tolling,Net . Neutrality Comment Deadline Extended, Green Infrastructure and Smart Growth, and EPA Drinking Water Advisory Panel. Professional Services for the Month of August 2014...................................$833.00 Expenses (see attached summary and receipts 28.6%).....................................$64.58 TOTAL AMOUNT DUE........................................................................................$897.58 LEONARD S. SIMON President 5 SIMON AND COMPANY,INC. Carmel Expenses Summary Au ust 2014 EXPENSE DATE DESCRIPTION TOTAL Telephone& 08/09/14 (prorated) Telecommunications& $29.63 Internet Internet Postage 07/23/14-08/20/14 Postage Due $2.09 Photocopy 07/23/14-08/20/14 Photocopying Expenses $8.55 Publication 08/14 Indystar.com Subscription $12.00 (prorated) 08/14 Wall Street Journal $1.62 07/04/14-09/26/14 The Washington Post $7.18 08/18/14-11/16/14 The New York Times $9.46 (prorated) (Weekend Service) Subtotal. $30.26 Travel Expenses 07/23/14 Taxi to Federal Priority $10.76 Meetings 07/31/14 (prorated) Roundtrip airfare to $68.33 Sacramento for USCM Leadership Meetings, September 27-29 08/10-11/14 Hotel in NY for Cities of $63.79 (prorated) Opportunity Task Force 08/10-11/14 Taxis in NY for Cities of $12.38 (prorated) Opportunity Task Force 94 Subtotal: $155.26 TOTAL CARMEL $255.79 EXPENSES: III Ill. ' o - SIMON AND COMPANY communications - mmiions 004000000224940 0269234234 08/09/14 $888.84 STATEMENT OF ACCOUNT: SIMON AND COMPANY Payments Federal Surcharges and Taxes continued 1Federal PREVIOUS BALANCE 878.30 Federal Excise Tax 0.33 Payment on 08/05/14 (878.30) Federal Regulatory Fee 1.776 BALANCE BEFORE NEW CHARGES: (0.00) Su c9 har Universal Service Fund j Property Tax Allotment Fee 7.66 Product Charges Total Federal Surcharges and Taxes 18.38 Product FR Date TO Date Quantity Each Amount State and Local Surcharges and Taxes Integrated Services Additional Network Access 08/09/14 09/08/14 1 341.00 341.00 911 VOIP Tax 48 36.48 Charge DC State&Local Sales Tax 1.11 IP Flex 5 Mbps EoC 08/09/14 09/08/14 1 375.00 375.00 State Universal Service Fund Surcharge 0.86 XO IP LD Business Plan 2000 08/09/14 09/08/14 1 60.00 60.00 Utility Users Tax/Business 31.88 Total Integrated Services .776.00 Total State and Local Surcharges and Taxes 70.33 Voice Verified Account Codes 08/09/14 09/08/14 1 10.00 10.00 Summary Total Voice 10.00 TOTAL CURRENT CHARGES $888.84 Total Product Charges 786.00 Other Charges TOTAL AMOUNT DUE: $888.84 Quantity Each Amount Other Access Recovery 1 74.68 74.68 Administrative Service Charge 1 12.50 12.50 Total Other 87.18 Total Other Charges 87.18 Product Usage Charges Calls Minutes Amount Local Area 198 915.2 .00 Long Distance Inter-State Long Distance 83 782.7 .00 International 1 1.0 0.10 Mobile International 5 6.3 1.85 Site to Site Local Area 27 145.0 .00 Total Usage Charges 1.95 Product Discounts Premium DSC 20%IP Flex (75.00) Total Product Discounts (75.00) Federal Surcharges and Taxes Cost Recovery Fee 0.66 /�.�..L��L/'�...�6�.Y��/��..�. AAA I�1A .1A•'/A MananA vniir:i((`nllni ni tinP' "nen/ I1/ YA I AM c c c -- Stephanie McIntosh From: ten-Simon <terrsimon@simoncompanycom> Sent: Sunday,August 17,2014 2:17 PM To: stephanie.carter@simoncompany.com Subject: FW:Your receipt No.207081493905 Wall Street Journal From: Tunes Store [mailto:do_not reply@itunes.com] Sent: Saturday,August 09, 2014 8:37 PM To: len.simon@simoncompany.com Subject: Your receipt No.207081493905 0 -- - Billed To: len.simon@simoncompany.com Order ID: M2MD4XVG6S LEONARD SIMON Receipt Date: 08/09/14 1660 L Street N.W. Order Total: $24.31 Washington, DC 20036-5603 Billed To:Visa .... 2007 USA Item Seller Type Unit Price The Wall Street Journal.,The Wall Street Journal (Automatic WALL STREET JOURNAL Subscription $22.99 Renewal) Renewal Report a Problem View Privacy Policy Subtotal: $22.99 Tax: $1.32 Order Total: $24.31 Please retain for your records. Please See Below For Terms And Conditions Pertaining To This Order. Apple Inc. You can find the iTunes Store Terms of Sale and Sales Policies by launching your iTunes application and clicking on Terms of Sale or Sales Policies Answers to frequently asked questions regarding the(Tunes Store can be found at http://www.apple.com/support/itunes/store/ Apple ID Summary• Purchase History Apple respects your privacy. Information regarding your personal information can be viewed at https://www.apple.com/legal/privacy/ Copyright @ 2014 Apple Inc. All rights reserved 1 00 W454tuAt n post Pae 1 of 1 CONTACT. •R • 1150 15th Street NW Washington DC 20071 For Billing Questions Contact: Subscriber Services Telephone: (202)334-6100 E-mail: ciresales@washpost.com 37.1.7370 AT 0.278 65544S51.ps 000752946 1-1 2.3.4.6 R W Pay your bill and manage your subscription online! LEONARD S. SIMON www6washin-qtonpost.com/profile 1660 L ST NW STE 501 WASHINGTON DC 20036-5662 Statement Date: 07/06/2014 Account Number: 20965788 Subscription Type: Daily and Sunday Newspaper Delivery Address: 1660 L ST NW STE 501 1 c _ ACCOUNTa 'PAYME You have currently paid for For Daily and Sunday Newspaper service until 09/26/2014(12 Weeks) $107.74 home delivery until: 07/04/2014 This includes the following activity on your account Note:Your bill includes average transportation costs of$0.14 daily,$0.48 Sunday, since your last statement: applicable sales tax and any current balances. Please note,we will continue to deliver your newspaper until you Description Transaction Date Amount call and ask us not to. 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DETACH AND MAIL WITH YOUR PAYMENT, PLEASE MAKE SURE THE ADDRESS SHOWS THROUGH THE WINDOW o • e • OIJI'.N-�'DUE LEONARD S.SI ION 1660 L ST NW STE 501 WASHINGTON DC 20036-5662 20965788 UPON RECEIPT $107.74(12 Weeks) PAYMENT METHODS •' •" • • © Go online to pay with credit card at washingtonpost,com/profile ••,T.ION8 • Call Customer Care at 202-334-6100 Weeks Total Due Newspaper In Education(NIE)Donation(see reverse) o Mail this form with your payment 8 Weeks 71.83 ( ) Enroll in Easy Pay Automatic payment • ° • (See reverse for Easy Pay terms and conditions) 24 Weeks 215.48 52 Weeks 466.87" ( ) Visa ( ) American Express ( ) MasterCard • • o Card Number: Expiration Date: Signature: Irlr r I� r II Ir �II� Ilr II r r u�ll I r a Check or Money Order(Payable to The Washington Post) II eI �I II 1� IIS I I � II � I The Waa shin gton Post E-mail Address: PO Box 13669 PLEASE DO NOT SEND CORRESPONDENCE WITHRAYMENT• PHILADELPHIA PA 1 91 01-3669 019199012 00000020965788 0021,5480007183 000010774 5 Len Simon From: United Airlines, Inc. [unitedairlines@united.com] Sent: Thursday, July 31, 2014 8:22 PM To: LEN.SIMON@SIMONCOMPANY.COM Subject: eTicket Itinerary and Receipt for Confirmation MRQXTQ IN IT EDA STAR ALLIANCE MEMBER���• Confirmation: M RQXTQ Check-In > Issue Date:August 01,2014 Traveler eTicket Number Frequent Flyer Seats SIMON/LEONARDSMR 0162417070260 UA-WXGSXXXX Premier Gold/ *G 20A/9C/21A FLIGHT INFORMATION Day, Date Flight Class Departure City and Time Arrival City and Time Aircraft Meal Sat, 27SEP14 UA567 S WASHINGTON, DC SAN FRANCISCO, CA A-320 Purchase (IAD - DULLES) 6:30 AM (SFO) 9:22 AM Sat,'27SER14UA5454; S � SAN�FRANCISCO ClA � SACRAMENTO CA � EMB 120 _ 'I Fh.glit operated by WEST AIR_L'INES doi'ng�busi'ness{as=UNITEA EXPRESS with turboprop equipment: _ `��_�__„•w _j Tue, 30SEP14 UA786 S SACRAMENTO, CA WASHINGTON, DC A-320 Purchase (SMF) 7:55 AM (IAD - DULLES) 3:56 PM FARE INFORMATION Fare Breakdown Form of Payment: Airfare: 474.42USD U.S. Federal Transportation Tax: 35.58 Last your Digit: U.S. Flight Segment Tax: 12.00 September 11th Security Fee: 11.20 U.S. Passenger Facility Charge: 13.50 Per Person Total: 546.70USD eTicket Total: 546.7OUSD The airfare you paid on this itinerary totals: 474.42 USD The taxes, fees, and surcharges paid total: 72.28 USD Fare Rules: Additional charges may apply for changes in addition to any fare rules listed. N O N RE F/0VA LUA FTD PT/C H G FE E Cancel reservations before the scheduled departure time or TICKET HAS NO VALUE. Baggage allowance and charges for this itinerary. Baggage fees are per traveler Origin and destination for checked baggage 151 bag 2nd bag Max wt/ dim per piece 9/27/2014 Washington, DC (IAD - Dulles) to Sacramento, CA (SMF)0.00 USD 0.00 USD 70.0lbs (32.Okg) - 62.Oin (157.Ocm) 9/30/2014 Sacramento, CA (SMF) to Washington, DC (IAD - Dulles) 0.00 USD 0.00 USD 70.Olbs (32.Okg) - 62.Oin (157.0cm) Baggage check-in must occur with United or United Express, and you must have valid MileagePlus Premier@ Gold membership at time of check-in to qualify for waiver of service charges for up to three checked bags (within specified size and weight limits). Additional Baggage Information 1 f he Westin.New York At Times Square 170 West 43rd Street Jew York, NY 10036 !12-201-2700 ittp://www.westinny.com/ WESTIN HOTELS & RESORTS 1r Simon, Leonard Page Number 1 Invoice Nbr 1000289482 660 L Street, Nw Suite Guest Number 2381777 Arrive Date . 08-10-2014 11:48 01 Jashington, DC 20036 Folio ID A Depart Date 08-11-2014 15:40 No. Of Guest 2 Agent SNADEAK Room Number 1101 Duplicate Invoice ate .� `�: 'Reference`��� Descnptlons�Y� s _�� �:•: - �' = Ch'arge`s==� "Credits 3-10-2014 RT1101 Room Chrg Grp Association $189.00 3-10-2014 RT1101 Room Tax - 8.875% Sales & Use $16.77 3-10-2014 RT1101 City Tax- 5.875% $11.10 3-10-2014 RT1101 Occupancy Tax - $2.00 $2.00 3-10-2014 RT1101 NYS Javits Ctr Tax $1.50 3-11-2014 19212020 Room Service $34.79 3-11-2014 $-255.16 **Total $255.16 $-255.16 ** Balance $0.00 ***For Authorization Purpose Only*** LEONARD SIMON Date Credit Card Code Authorized 08-10-2014 01182D 255.15 For your convenience, we have prepared this zero-balance folio indicating a balance on your account. Please be advised that any charges not reflected on this folio II be charged to the credit card on file with the hotel. While this folio reflects a $0 (lance, your credit card may not be charged until after your departure. You are ultimately sponsible for paying all of your folio charges in full. ------- ------- - - ODmco-4 v o000 DODO Mr-O �(DnCD i �+ 171!)0.0 M NOITi�+ 000000 I I!)O1N I17II7tl7OO rlly.. ' 1 �OOOD V V(O� CV V-OCDn + 1 ��, i I MILO M M 1Z 0 O . 1 N & CD I. r' Cp O OIWW O if i W LU. } U- -F-- J O } 0 T1 0=Q_ 4f} - 3 OW_0 Oft y ti In 10j4 04 Uj iR U M} C9 J J U H ~ W Z�r- U 1- OOOU+-� O �+ W_ O E' H OONU.-I 04 O F' i t-iNM WIn 4FPH V Ln{f)•H V = H N OC r+(n ifi t- Q r+ J 1 0 H =J% JO=11(n W(nn -' �W(nm -P JO�CO(n U., ng +' YO=,+a ZWWF-JZ C WI-JZ YQ�dZWWI-JZ L>in r-i0=JW0=J0= O Wa:JM O Uin-,14�-JOCMJ6 � a-WODOGI-�O=F-OjX U 0=1—C ow U cc a) sw000e+_"acV--;9� sECD knEl�(nt—U I, (n l—c� �.. x E o l—U.) (n m m S J 1 Y S N1 Q r J H U Q74t INVOICE -90 • -lout V , . Account Number 409167343 Billing Date 8/17/14 Due Date 9/7/14 Previous Balance $141.93 Service from 1 to 8/18/14 1 /16/14 Payments-Thank You $141.93 CR Number of days in billing period 91 Payments received after 8/15/14 will not appear on this notice. Credits $0.00 Service adjustments occurring� n after 8/17/14 well appear on future notices. New Charges $141.93 Make checks payable to:The New York Times. Amount Due $141.93 031733 000008732 409167343 081714 90 R112 SS 1 077 For Customer Care, call 7 days a week: j { '1111�11""'1'�II'I�IIitI"I'I.11�'ll'llllll�"II'I'�I�I�Illlllr r'� 1-800-NYTIMES(1-800-698-4637) Email:customercare@nytimes.com SIMON&CO DEL:SIMON/WILSON LN/DC Monday-Friday 5AM-12 Midnight ET 2 1660 L ST NW STE 501 Saturday&Sunday 5AM-5PM ET WASHINGTON DC 20036-5662 or visit our Web site: http://homedelivery.nytimes.com (see reverse for more Information) Previous Balance $141.93 Subscriber Name: LEONARD SIMON Payment Received 6/03/14 Thank You $141.93 CR Weekend Service Charges 8/18/14- 11/16/14 $133.90 Tax- Newspaper $8.03 Amount Due $141.93 ------- Nil 4081 T-31733.000008732 DETACH AND MAIL WITH YOUR PAYMENT.PLEASE MAKE SURE THE ADDRESS SHOWS THROUGH THE WINDOW. 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ALLOWED 20 Simon and Company IN SUM OF$ 1660 L Street N.W. Washington, D.C. 20036 $897.58 ON ACCOUNT OF APPROPRIATION FOR Mayor's Office PO#/Dept. INVOICE NO. ACCT#lrITLE AMOUNT Board Members 31594 Statement 43-404.00 $897.58 1 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 Mond y, September 8,2014 Mayor Title Cost distribution ledger classification if claim paid motor vehicle highway fund 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 Purchase Order No. Terms Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) 08/26/14 Statement $897.58 I hereby certify that the attached invoice(s),or bill(s), is(are)true and correct and I have audited same in accordance with IC 5-11-10-1.6 , 20 Clerk-Treasurer SIMON ANIS COMPANY INCORPORATED Intergovernmental Relations and Federal Affairs 1660 L Street N.W.•Suite 501 •Washington,D.C.20036 (202)659-2229•Fax(202)659-5234•e-mail:len.simonp,pilnoncompanv.com August 26, 2014 Mayor James Brainard One Civic Center Square Carmel, Indiana 46032 STATEMENT August 2014 Summary of Maior Activities Undertaken in the Last Month for Carmel Utilties Activi Date Description. Secretary Jewell in Carmel July 28- 31, Ongoing assistance to the city in August 5 connection with the visit of Secretary of Interior Sally Jewell to Carmel on the Land and Water Conservation Fund 50th Anniversary including teleconferences and review of background materials; August 1, 4-5 Preparation and forwarding of draft talking points for Mayor's comments during Secretary Jewell's visit; Cities of Opportunity Task July 30 Preparation for and participation in Force meeting with the staffs of the Mayors attending the Cities of _Opportunity _ meeting, hosted by Mayor de Blasio in New York City on September 10-11, to assist in preparation of the meeting; August 2 Preparation and forwarding to the Mayor and staff background memo summarizing the July 30 staff meeting and making recommendation for the September 11 NYC meeting; August 10-11 Assistance to the Mayor during the"Cities of Opportunity" Task Force Meeting in NYC; 1 Marketplace Fairness Act July 29 Meeting with staff of Rep.Jason Chaffetz, who is leading efforts for House passage of the Marketplace Fairness Act, regarding drafting,key provisions changes from the Senate bill, and next steps; Army Corps of Engineers August 18 Meeting with U.S. Army Corps of Engineers staff to discuss effective ways in g Y which to communicate with local governments regarding their key programs andprocesses; Border Crisis Updates August 5, 12 Sat in on two conference calls with senior officials from the White House, Department of Health and Human Services, and Department of Homeland Security for an update on the situation at the border and an overview of next steps to care for unaccompanied minors in custody of HHS,then prepared a summary; National Town Hall with August 6 Participated in a National Town Hall Secretary Foxx webinar with Transportation Secretary Anthony Foxx in which he discussed the short-term patch passed by Congress to address Highway Trust Fund solvency, potential long-term revenue solutions,the GROW AMERICA Act,a need for greater investment in our national infrastructure, and prospects for the next transportation reauthorization bill; NSF Improving July 25 Prepared and forwarded a grant memo on Undergraduate STEM National Science Foundation (NSF) Education Grants issuance of a Program Solicitation for Improving Undergraduate STEM Education (IUSE) Grant Program to support proposals that simultaneously address challenges and opportunities that are facing undergraduate STEM education and anticipate new structures and functions of the undergraduate learning and teaching enterprise; 2 EPA Brownfields Area-Wide July 30 Prepared and forwarded a grant memo on Planning Grants Environmental Protection Agency (EPA) issuance of a Request for Proposals for Fiscal Year(FY) 2015 Brownfields Area- Wide Planning (BF AWP) Grants to support research,technical assistance,and training activities that will enable the development of an area-wide plan and implementation strategy for brownfields assessment, cleanup, and subsequent reuse; CDFI Fund New Markets August 6 Prepared and forwarded a grant memo on Tax Credits Program the Treasury Department Community Development Financial Institutions Fund (CDFI Fund)announcement of allotice of Allocation Availability (NOAA) for the 'Calendar Year (CY) 2014 New Markets Tax Credit (NMTC) Program to spur investment in distressed LICs by providing a tax credit to corporate or individual taxpayers who make qualified equity investments in designated CDEs; ED and HHS Preschool August 14 Prepared and forwarded a grant memo on Development Grants Education Secretary Arne Duncan and Health and Human Services Secretary Sylvia M. Burwell's announcement that the Department of Education(ED)and the Department of Health and Human Services (HHS) are now accepting applications for the Preschool Development Grants competition, a program that will provide funding to States for the development or expansion of early childhood education programs; Washington Friday Report July 25 Prepared and forwarded the Washington Friday Report-to the Mayor,which covered the following subjects: Workforce Development Legislation, Transportation Update: At the Edge of the Cliff, Ryan Anti-Poverty Plan, Unaccompanied Minors Teleconference, U.S. DOT Crude Oil Safety Rail Rule, New Commitments for My Brother's Keeper, Social Impact Bonds Legislation, A Week of Hearings, Grants This Week, Momentum Slows on Marketplace Fairness, Housing First and Rapid Re-Housing, and The Bicycling Mayor of Forth Worth; 3 Washington Friday Report August 1 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Transportation - 1 0-Month ransportation - 10-Month HTF Patch Avoids the Cliff, Border Supplemental Dead End, Senate FY15 Labor-HHS-Education Funding, Some Thoughtful Proposals on Poverty and Fairness,WRRDA Webinars,A Week of Hearings on Their Way Out, Grants This Week, New York Times: Legalize Marijuana, and Music of the Month; August 8 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects:the House Passes a Border Security Bill, Transportation Update, Senate FY15 Interior- Environment Appropriations, Senators Ask for Clarity on "Waters of the U.S.," the White House Acts on Climate Change, Julian Castro Sworn in as HUD Secretary, the First Lady on Ending. Veteran Homelessness, Bus and Bus Facilities Guidance, State Legislatures on Common Core, Grants This Week, the LWCF Outdoor Recreation Legacy Partnership Program,and a Medicare Trustees Report; August 15 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: USCM Cities of Opportunity Task Force, Unaccompanied Minors, Veterans' Access to Care, Transportation, Farmers Markets, the Partnership for Sustainable Communities, Law Enforcement and Juvenile Justice, --- - Grants This Week, Secretary Jewell Visits Carmel, and Praise for New Markets Tax Credits; 4 Washington Friday Report August 22 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Quality Early Childhood Education, Crisis in Ferguson, Postal Service Cuts, Julidn Castro Sworn in by Vice President Biden, Federal Housing Finance Agency Strategic Plan, FTA Program Guidance, My Brother's Keeper "Data Jam," Grants This Week, GROW AMERICA Act and Tolling, Net Neutrality Comment Deadline Extended, Green Infrastructure and Smart Growth, and EPA Drinking Water Advisory Panel. Professional Services for the Month of August 2014...............:................$2,083.00 Expenses (see attached summary and receipts 71.4%)...................................$182.63 TOTALAMOUNT DUE.....................................................................................$2,265.63 LEONARD S. SIMON President Cb\ 5 SIMON AND COMPANY,INC. Carmel Expenses,Summary Au ust 2014 EXPENSE DATE DESCRIPTION TOTAL Telephone & 08/09/14 (prorated) Telecommunications & $29.63 Internet Internet Postage 07/23/14-08/20/14 Postage Due $2.09 Photocopy 07/23/14-08/20/14 Photocopying Expenses $8.55 Publication_ 08/14 -Indystar.com Subscription- $12.00 (prorated) 08/14 Wall Street Journal $1.62 07/04/14-09/26/14 The Washington Post $7.18 08/18/14-11/16/14 The New York Times $9.46 (prorated) (Weekend Service) Subtotal. $30.26 Travel Expenses 07/23/14 Taxi to Federal Priority $10.76 Meetings 07/31/14 (prorated) Roundtrip airfare to $68.33 Sacramento for USCM Leadership Meetings, September 27-29 08/10-11/14 Hotel in NY for Cities of $63.79 (prorated) Opportunity Task Force 08/10-11/14 Taxis in NY for Cities of $12.38 (prorated) Opportunity Task Force 94 Subtotal: $155.26 TOTAL CARMEL $255.79 EXPENSES: VOUCHER # 141698 WARRANT # ALLOWED 357028 IN SUM OF $ SIMON & COMPANY INC. 1660 L Street NW, Ste 501 Washington, DC 20036 Carmel Water Utility ON ACCOUNT OF APPROPRIATION FOR Board members PO# INV# ACCT# AMOUNT Audit Trail Code 082614 01-6360-08 $1,132.82 Voucher Total $1,132.82 Cost distribution ledger classification if claim paid under vehicle highway fund 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 of service rendered, by whom, rates per day, number of units, price per unit, etc. Payee 357028 . SIMON & COMPANY INC. Purchase Order No. 1660 L Street NW, Ste 501 Terms Washington, DC 20036 Due Date 9/4/2014 Invoice Invoice Description Date Number (or note attached invoice(s) or bill(s)) Amount 9/4/2014 082614 $1,132.82 I hereby certify that the attached invoice(s), or bill(s) is (are)true and correct and I have audited same in accordance with IC 5-11-10-1.6 ti sh'l Date Officer SIMON AND COMPANY INCORPORATED litternovernrnental Relations and Federal Affairs V, 1660 L Street N. '.•Suite 501 .Washington. D.C.20036 x202)659-2229 a Fax(.2112)659_5234•e-mail:len.sinao s(c?sinac2ncompcu?r.com August 26, 2014 Mayor James Brainard One Civic Center Square Carmel, Indiana 46032 STATEMENT August 2014 Summary of Major Activities Undertaken in the Last Month for Caramel Utilties Activi Date: Description Secretary Jewell in Carmel July 28- 31, Ongoing assistance to the city in August 5 connection with the visit of Secretary of Interior Sally Jewell to Carmel on the Land and Water Conservation Fund 50'' Anniversary including teleconferences and review of background materials; August 1, 4-5 Preparation and forwarding of draft talking points for Mayor's comments during Secretary Jewell's visit; Cities of Opportunity Task July 30 Preparation for and participation in Force meeting with the staffs of the Mayors attending the Cities of Opportunity meeting, hosted by Mayor de Blasio in New York City on September 10-11, to assist in preparation of the meeting; August 2 Preparation and forwarding to the Mayor and staff background memo summarizing the July 30 staff meeting and making recommendation for the September 11 NYC meeting; August 10-11 Assistance to the Mayor during the"Cities of Opportunity" Task Force Meeting in NYC; 1 Marketplace Fairness Act July 29 Meeting with staff of Rep.Jason Chaffetz who is leading efforts for House passage of the Marketplace Fairness Act, regarding drafting,key provisions changes from the Senate bill, and next steps; Army Corps of Engineers August 18 Meeting with U.S. Army Corps of Engineers staff to discuss effective ways in which to communicate with local governments regarding their key programs and processes; Border Crisis Updates August 5, 12 Sat in on two conference calls with senior officials from the White House, Department of Health and Human Services, and Department of Homeland Security for an update on the situation at the border and an overview of next steps to care for unaccompanied minors in custody of HHS,then prepared a summary; National Town Hall with August 6 Participated in a National Town Hall Secretary Foxx webinar with Transportation Secretary Anthony Foxx in which he discussed the short-term patch passed by Congress to address Highway .Trust Fund solvency, potential long-term revenue solutions,the GROW AMERICA Act,a need for greater investment in our national infrastructure, and prospects for the next transportation reauthorization bill; NSF Improving July 25 Prepared and forwarded a grant memo on Undergraduate STEM National Science Foundation (NSF) Education Grants issuance of a Program Solicitation for Improving Undergraduate STEM Education (IUSE) Grant Program to support proposals that simultaneously address challenges and opportunities that are facing undergraduate STEM education and anticipate new structures and functions of the undergraduate learning and teaching enterprise; 2 EPA Brownfields Area-Wide July 30 Prepared and forwarded a grant memo on Planning Grants Environmental Protection Agency (EPA) issuance of a Request for Proposals for Fiscal Year(FY)2015 Brownfields Area- Wide Planning (BF AWP) Grants to support research,technical assistance,and training activities that will enable the development of an area-wide plan and implementation strategy for brownfields assessment, cleanup, and subsequent reuse; CDFI Fund New Markets August 6 Prepared and forwarded a grant memo on Tax Credits Program the Treasury Department Community Development Financial Institutions Fund (CDFI Fund)announcement of a Notice of Allocation Availability (NOAA) for the Calendar Year (CY) 2014 New Markets Tax Credit (NMTC) Program to spur investment in distressed LICs by providing a tax credit to corporate or individual taxpayers who make qualified equity investments in designated CDEs; ED and HHS Preschool August 14 Prepared and forwarded a grant memo on Development Grants Education Secretary Arne Duncan and Health and Human Services Secretary Sylvia M. Burwell's announcement that the Department of Education(ED)and the Department of Health and Human Services (HHS) are now accepting applications for the Preschool Development Grants competition, a program that will provide funding to States for the development or expansion of early childhood education programs; Washington Friday Report July 25 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Workforce Development Legislation, Transportation Update: At the Edge of the Cliff, Ryan Anti-Poverty Plan, Unaccompanied Minors Teleconference,U.S. DOT Crude Oil Safety Rail Rule, New Commitments for My Brother's Keeper, Social Impact Bonds Legislation, A Week of Hearings, Grants This Week, Momentum Slows on Marketplace Fairness, Housing First and Rapid Re-Housing, and The Bicycling Mayor of Forth Worth; 3 Washington Friday Report August 1 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Transportation - 10-Month HTF Patch Avoids the Cliff, Border Supplemental Dead End, Senate FY15 Labor-HHS-Education Funding, Some Thoughtful Proposals on Poverty and Fairness WRRDA Webinars A Week of Hearings on Their Way Out, Grants This Week, New York Times: Legalize Marijuana, and Music of the Month; August 8 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects:the House Passes a Border Security Bill, Transportation Update, Senate FY15 Interior- Environment Appropriations, Senators Ask for Clarity on "Waters of the U.S.," the White House Acts on Climate Change, Julidn Castro Sworn in as HUD Secretary, the First Lady on Ending. Veteran Homelessness, Bus and Bus Facilities Guidance, State Legislatures on Common Core, Grants This Week, the LWCF Outdoor Recreation Legacy Partnership Program,and a Medicare Trustees Report; August 15 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: USCM Cities of Opportunity Task Force, Unaccompanied Minors, Veterans' Access to Care, Transportation, Farmers Markets, the Partnership for Sustainable Communities, Law Enforcement and Juvenile Justice, Grants This Week, Secretary Jewell Visits Carmel, and Praise for New Markets Tax Credits; 4 Washington Friday Report August 22 Prepared and forwarded the Washington Friday Report to the Mayor,which covered the following subjects: Quality Early Childhood Education, Crisis in Ferguson, Postal Service Cuts, Julian Castro Sworn in by Vice President Biden, Federal Housing Finance Agency Strategic Plan., FTA Program Guidance, My Brother's Keeper "Data Jam," Grants This Week, GROW AMERICA Act and Tolling, Net Neutrality Comment Deadline Extended, Green Infrastructure and Smart Growth, and EPA Drinking Water Advisory Panel. Professional Services for the Month of August 2014................................$2,083.00 Expenses (see attached summary and receipts 71.4%)...................................$182.63 TOTAL AMOUNT DUE................................... ..................................................$2,265.63 LEONARD S. SIMON President Cb\ C � 5 SIMON AND COMPANY,INC. Carmel Expenses Summary August 2014 EXPENSE DATE DESCRIPTION TOTAL Telephone & 08/09/14 (prorated) Telecommunications & $29.63 Internet Internet Postage 07/23/14-08/20/14 Postage Due $2.09 Photocopy 07/23/14-08/20/14 Photocopying Expenses $8.55 Publication 08/14 Indystar.com Subscription $12.00 (prorated) 08/14 Wall Street Journal $1.62 07/04/14-09/26/14 The Washington Post $7.18 08/18/14-11/16/14 The New York Times $9.46 (prorated) (Weekend Service) Subtotal: $30.26 Travel Expenses 07/23/14 Taxi to Federal Priority $10.76 Meetings 07/31/14 (prorated) Roundtrip airfare to $68.33 Sacramento for USCM Leadership Meetings, September 27-29 08/10-11/14 Hotel in NY for Cities of $63.79 (prorated) Opportunity Task Force 08/10-11/14 Taxis in NY for Cities of $12.38 (prorated) Opportunity Task Force 94 Subtotal: $155.26 TOTAL CARMEL $255.79 EXPENSES: VOUCHER # 145479 WARRANT # ALLOWED 357028 IN SUM OF $ SIMON & COMPANY INC. 1660 L Street, N.W., Ste 501 Washington, DC 20036 Carmel Wastewater Utility ON ACCOUNT OF APPROPRIATION FOR Board members PO# INV# ACCT# AMOUNT Audit Trail Code 082614 01-7360-08 $1,132.81 1 P Voucher Total $1,132.81 Cost distribution ledger classification if claim paid under vehicle highway fund 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 of service rendered, by whom, rates per day, number of units, price per unit, etc. Payee 357028 SIMON &COMPANY INC. Purchase Order No. 1660 L Street, N.W., Ste 501 Terms Washington, DC 20036 Due Date 9/4/2014 Invoice Invoice Description Date Number (or note attached invoice(s) or bill(s)) Amount 9/4/2014 082614 $1,132.81 I hereby certify that the attached invoice(s), or bill(s) is (are)true and correct and I have audited same in accordance with IC 5-11-10-1.6 Date Officer