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Home My WebLink About237442 09/23/14 �! '� CITY OF CARMEL, INDIANA VENDOR: 363109 ® I ONE CIVIC SQUARE MICHAEL LEE CHECK AMOUNT: S"""4,290.00" 9� ,_�; CARMEL, INDIANA 46032 a0 CRC CHECK NUMBER: 237442 *,,,;oN�• CHECK DATE: 09/23/14 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340303 31558 201409 4,290.00 CONSULTING Michael Lee 506 W Smokey Row Rd. Date: 9/1/14 Carmel, IN 46032 Invoice 201409 Date Description of Work Hours 8/4/2014 Discussed outstanding CRC items with Corrie Meyer. 0.75 Reviewed invoices and prepared claims. Submitted claims to Clerk-Treasurer's office. 1.25 Reviewed inventory sheet and sent copy to intern. 0.75 Determined how much cash is needed to meet remaining obligations for 2014. 0.5 Searched for items requested by SBOA auditors. Updated information sheet for auditors. 2.5 8/5/2014 Researched items for SBOA auditors. Upoloaded information to dropbox. 3.5 Attended meeting RE: Pedcor financing. 1.75 Discussed 8/6/14 agenda and action items with Corrie Meyer. Created action items. 1 8/6/2014 Prepped for and attended CRC special meeting. 0.75 Discussed construction contracts and budget with Corrie Meyer. Reviewed contracts. 1.25 Researched items for SBOA auditors. Uploaded information to dropbox. 1.5 Updated monthly summary. 0.75 Updated TIF Register. 2.5 Revised Developer Bonds page of packet. 0.25 8/7/2014 Researched items for SBOA auditors. Uploaded information to dropbox. 6.25 Discussed items RE: Shapiro's, City Center and Energy Center with Ryan Wilmering and Jim Higgins. 0.5 Discussed budget and contracts with Corrie Meyer. Updated forecast. 0.5 8/8/2014 Researched items for SBOA auditors. Uploaded information to dropbox. Created memos and spreadsheets as necessary. 4 Reviewed Nash garage pay applications and created disbursement request 9. 0.5 Reviewed Revenue Deposit Agreement and amendments. Revised amounts in forecast. 0.5 8/11/2014 Input July exependitures and revenues into forecast. Updated forecast sheets. 2.5 Michael Lee 506 W Smokey Row Rd. Date: 9/1/14 Carmel, IN 46032 Invoice 201409 Updated summary. 0.5 Updated revenue and expenditure analyses. 0.75 Researched items for SBOA auditors and responded to emails. 1 8/12/2014 Researched items for SBOA auditors and responded to their emails. 3.5 Made updates to forecast sheets, expenditure and revenue analyses and balance sheet. 1.25 8/13/2014 Discussed agenda and CRC items with Corrie Meyer. 0.5 Reviewed spreadsheet provided by SBOA auditors and inserted comments as requested. 0.5 Researched items for SBOA auditors and responded to their emails. Worked on spreadsheet for auditors. 3 Updated Redevelopment Department balances spreadsheet. 0.25 Updated forecast and summary. 0.5 Reviewed invoices. Input invoice details into approval sheets for August meeting. 0.75 Updated agenda for August meeting. Created action items for meeting. 0.75 8/14/2014 Worked on updating agenda and creating action items for meeting. Reviewed documents for meeting. 1.25 Researched payments made to REI in 2013. 0.25 Discussed agenda with Corrie Meyer. Cross checked exhibits with action items. 0.75 Reviewed invoices and input into approval sheets. 1.25 Updated spreadsheet requested by SBOA auditors. Discussed spreadsheet with Jim Higgins. 0.5 Responded to emails from SBOA auditors. 0.5 Searched for OTS Association II documents and forwarded to Steve Engelking. 0.75 8/15/2014 Updated forecast pages and analyses for packet. 1.25 Updated remainder of packet for August meeting. 2.5 Reviewed encroachment agreement. Created another action item for meeting and updated agenda. 0.5 Reviewed invoices and filled out claims. 1 8/18/2014 Searched for instrument number for document recorded with County. 0.75 Prepped and delivered claims to Clerk-Treasurer's office. 0.5 Researched items for SBOA auditors. 0.75 Reviewed budget and talked to vendors RE: billings. 1 Michael Lee 506 W Smokey Row Rd. Date: 9/1/14 Carmel, IN 46032 Invoice 201409 8/19/2014 Researched items for SBOA auditors. Reviewed documents and forwarded on. 2.5 Discussed items with Corrie Meyer. Reviewed discussions on Pedcor financing. 0.5 Worked on spreadsheet with purchase order balances for 2014 and vendor budgets. 2 Aided intern in preparing packets for monthly CRC meeting. 0.75 8/20/2014 Discussed items with Corrie Meyer. Reviewed preliminary 2015 forecast and Umbaugh report and compared to presentation. 0.75 Looked for status of payment for vendor and contacted vendor. 0.25 Reviewed 2014 forecast and made updates. Looked for original Midwest Constructors agreement. 0.5 Prepared action items for signature. 0.25 Delivered check to Clerk-Treasurer's office. 0.25 Prepared for monthly meeting. 2 Reviewed Third Amendment to Easement Agreements. 0.25 Attended monthly CRC meeting. 3.5 8/21/2014 Reviewed meeting notes. Filed away August approval sheets and claims. 0.5 Reviewed invoices and filled-out claims. Updated purchase order spreadsheet. Contacted vendor RE: payment status. 2.25 Discussed CRC items with Corrie Meyer. 0.5 8/22/2014 Organized 2014 files. Researched several documents and added them to files. 2 Notarized documents. 0.25 Talked to Jennifer Shoup about the instrument numbers for action item 7. 0.25 Discussed CRC items and vendor budgets with Corrie Meyer. Discussed invoices. 0.5 Uploaded all email correspondences with auditors to dropbox. 0.25 8/25/2014 Reviewed Carmel Lofts garage taxes, property cards and county specific information to determine 2014 taxes. 1 Prepared claims for submittal and discussed CRC items with Corrie Meyer. 0.75 Delivered claims and invoices to Clerk-Treasurer's office. 0.25 Reviewed 2013 and 2014 PAC dome related expenses. Updated spreadsheets for overall cost to date. 2.75 Reviewed emails RE: Pedcor package timeline. Reviewed and responded to emails RE: P7C garage. 0.5 Michael Lee 506 W Smokey Row Rd. Date: 9/1/14 Carmel, IN 46032 Invoice 201409 8/26/2014 Talked to County RE: property value of Sophia Square garage. 0.5 Updated Redevelopment Department expenditures to date. 0.25 Updated monthly summary and TIF register. 1 Reviewed 2015 TIF Neutralization forms. Compared estimates to 2015 forecast. 1 Discussed CRC items with Corrie Meyer. 0.5 Searched for KG Main reimbursement agreement. 0.75 Responded to email from SBOA auditor. 0.25 Reviewed Pedcor documents and made list of exhibits needed. 2 Created spreadsheet for calculation of amount to be transferred to SRF. 0.25 8/27/2014 Reviewed emails from Corrie and Cindy RE: transfer to Supplemental Reserve Fund. Updated forecast and summary. 1 Discussed CRC items with Corrie Meyer. 0.5 Updated financial roles and responsibilites list and sent to Corrie. Created draft of CRC fiscal policies. 2 Met with Dave Bowers to sign action items and discuss meeting times. Notarized documents and filed copies away. 1 Reviewed and responded to emails RE: James Building RFP, 7th Street property and Parkwood defeasance. 0.5 Searched documents for auditors. 0.5 Searched for redevelopment commission project administration case studies. 0.5 8/28/2014 Revised RFP and sent on to newspapers for advertisement. Responded to emails RE: changes to advertisement. 0.5 Updated monthly summary. 0.25 Discussed CRC legal items with Jon. Sent email with Reflecting Pool information. 0.5 Updated fiscal policies draft. 0.5 Discussed CRC items with Corrie Meyer. 0.5 Had Consent to Encroach and Access and Use Declaration documents recorded with the county. Filed copies. 1.5 Discussed preparing for special meeting with Megan McVicker. 0.25 Reviewed emails from SBOA auditor, researched questions and responded to emails 0.75 Reviewed Clerk-Treasurer files of August expenditures and revenues. Updated summary. 0.75 8/29/2014 Input expenditures and revenues to update forecast. 1.25 Reviewed Nash garage pay applications and created disbursement request 10. 0.5 Michael Lee 506 W Smokey Row Rd. Date: 9/1/14 Carmel, IN 46032 Invoice 201409 Reviewed invoices and filled-out claims. 0.75 Searched for redevelopment commission project administration case studies. 1 Total Hours 107.25 Total Fee $4,290.00 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. I Payee I �� 1 �•—e a Purchase Order No. Terms Date Due Invoice Invoice Description Amount DateNumber (or note attached invoice(s) or bill(s)) IILL 9-1-14 2ol"��l1Iu 9 ( W wh_unhhq 3 eYViCes T290•00 Total Z9Q•00 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 6-11-10-1.6. , 20 Clerk-Treasurer VOUCHER NO. WARRANT NO. ALLOWED 20 IN SUM OF $ ON ACCOUNT OF APPROPRIATION FOR Cash 902-1'f3' 0303 Board Members PO#or INVOICE NO. ACCT#/TITLE AMOUNT DEPT.# 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 922.-20 i atur63 9 Title Cost distribution ledger classification if claim paid motor vehicle highway fund