HomeMy WebLinkAbout238430 10/21/14 r C_qq-
'"� . CITY OF CARMEL, INDIANA VENDOR: 363109
® =1 ONE CIVIC SQUARE MICHAEL LEE CHECK AMOUNT: $*****4,150.00*
:° CARMEL, INDIANA 46032 GO CRC CHECK NUMBER: 238430
+�,;;o;;-�' CHECK DATE: 10121114
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
902 4340303 31558 201410 4,150.00 CONSULTING
Michael Lee
3231 E Village Park North Drive
Date: 10/1/14 Carmel, IN 46033 Invoice 201410
Date Description of Work Hours
9/2/2014 Prepped claims and delivered them to Clerk-Treasurer's
office. 0.5
Reviewed August balance and revenues. Compared to my
files. 1.25
Sent copies of recorded documents to Sandy Johnson and
looked for PILOT agreement for Corrie Meyer. 1
9/3/2014 Reviewed expenditure and revenue audit trails. Updated
forecasts, summary and fund balances sheet. 1.5
Reviewed invoices. Discussed CRC special meeting with
Corrie Meyer. 1
Searched for and organized documents and maps for TIF
area binders. 1.5
Communicated with commissioners, Bruce Donaldson and
Corrie Meyer RE: special meeting. Discussed council
packet. Sent out notifications for rescheduling meeting. 2
Created purchase order and sent documents to Jon. 0.5
9/4/2014 Looked for appraisals and discussed CRC items with Corrie
Meyer. 0.75
Reviewed prior year invoices on PAC dome litigation costs
spreadsheet. Updated spreadsheet. 1.5
Reviewed Council Report and made notes. Discussed
changes with Corrie Meyer. 1.5
Updated forecasts and summary with revised August
information. 1
Contacted vendor RE: bids for Mezz and Nash. Reviewed
written checks for other vendor. 0.5
Delivered checks to Jason Springer. 0.25
9/5/2014 Reviewed and responded to emails RE: council report and
environmental reports. 0.25
Delivered council packets to Clerk-Treasurer's office. 0.25
Searched for environmental reports. 2
Looked for legal description for parcel 14. 0.5
Adjusted and updated forecast. 1
Updated expenditure and revenue analyses for August. 1
Looked for environmental report and sent to Corrie Meyer. 0.25
9/8/2014
Prepared for meeting with Diana Cordray and Cindy Sheeks. 0.25
Michael Lee
3231 E Village Park North Drive
Date: 10/1/14 Carmel, IN 46033 Invoice 201410
Attended meeting at Clerk-Treasurer's office. 0.5
Went over notes and typed up meeting notes. 0.5
Corrie Meyer. 0.5
Reviewed legal opinions RE: SEA 118 and CRC budget
approval process. 0.5
Filed documents away and began creating approval sheets
for September meeting. 0.75
Reviewed invoices. Input invoices into approval sheets. 1.25
Updated Redevelopment Department balances. 0.25
Revised forecast. 0.75
9/9/2014 Reviewed invoices. Input invoices into approval sheets. 0.75
Looked through Shapiro's documents for potential purchaser. 1.5
Searched for Old Town Property Association documents and
discussed with representative. 0.75
Made revisions to forecast and approval sheets. 0.75
Looked up information for SBOA auditor and responded to
emails. 1.25
Prepared for meeting with Bill Brooks and Dave Bowers. 0.25
Attended meeting with Bill Brooks and Dave Bowers. 2
Reviewed email from auditor and discussed with Jim Higgins. 0.25
9/10/2014 Updated TIF register. 0.5
Discuss agenda and SBOA audit question with Corrie Meyer. 0.5
Reviewed meeting notes and revised fiscal policies sheet. 1
Sent revised fiscal policies sheet to Law Department.
Communicated with vendor about changing of address. 0.25
Discussed RFP with vendor. 0.25
Reviewed emails RE: auditor's questions. Responded to
auditor. 0.5
Updated forecasts with September approvals. Modified
through end of the year. 1.5
9/11/2014 Reviewed resolutions. Created action items and updated
agenda. 0.75
Reviewed invoice and contacted vendor on validity of invoice. 0.25
Reviewed letter of intent and James Building proposal. 0.5
Updated Non-TIF Revenues sheet for packet. 0.25
Worked on updating financial sheets and organizing monthly
packet. 2.5
Communicated with Law Department and Corrie Meyer RE:
resolution. 0.5
Communicated with Bruce Donaldson RE: resolutions for
special meeting. 0.25
Michael Lee
3231 E Village Park North Drive
Date: 10/1/14 Carmel, IN 46033 Invoice 201410
Discussed timing of meetings and other CRC items with
Corrie Meyer. 0.25
Searched for documents needed for resolution. 0.5
Updated Commissioner's Notes for September meeting. 0.25
9/12/2014 Reviewed and responded to emails RE: fiscal resolution and
Energy Consumption Agreements. 0.5
Discussed CRC items with Corrie Meyer. 0.75
Reviewed fiscal policy and made comments. 0.25
Searched for ordinances in relation to fiscal policy. 0.75
Researched bond redemption information for Wells Fargo. 0.75
Discussed invoices with vendor. Researched Parcels 5 and 7
drainage information. 1.25
Attended meeting RE: potential Midtown planning. 1.25
Post meeting discussion with Corrie Meyer. 0.25
Finished preparing monthly packet. 0.75
9/15/2014 Reviewed invoices and prepared claims. 0.75
Prepared for CRC special meeting and attended meeting. 0.75
Prepped claims for submittal. Delivered claims to Clerk-
Treasurer's office. 0.5
Searched for environmental and water detention documents
for various parcels. 2
Reviewed documents. Discussed with Corrie Meyer and filed
away. 0.5
Reviewed vendor invoices. Reviewed remainder left on
contract and purchase order. 0.5
9/16/2014
Discussed PAC dome expenses with Rob Schein. Reveiwed
PAC dome expenses spreadsheet and sent to Rob. 0.5
Reviewed change order request. Created action item and
spreadsheet. 0.5
Discussed invoices, meetings and change orders with Corrie
Meyer. 0.5
Reviewed invoices and filled out claims. 1.25
Created change order sheet for approval. 0.5
9/17/2014 Reviewed fiscal policy. Reviewed executive session
information for meeting. 0.5
Continued to look for environmental reports. 1
Reviewed invoices. 0.25
Prepared and printed documents for monthly meeting. 0.5
Discussed CRC meeting and other items with Corrie Meyer. 0.25
Reviewed August 1st Report information. Began submitting
data to Gateway for report. 1.25
Reviewed notes and prepared for meeting. 0.25
Michael Lee
3231 E Village Park North Drive
Date: 10/1/14 Carmel, IN 46033 Invoice 201410
Attended monthly CRC meeting. 2.5
9/18/2014 Continued to submit data to Gateway for report. 2.5
Researched construction contracts. 1.25
Searched for documents and responded to emails re: the
same. 1.5
Reviewed invoices. 0.75
9/19/2014 Reviewed and responded to emails. 0.5
9/22/2014 Reviewed invoices and filled-out claims. 0.75
Looked for contracts and resolution and forwarded on to
Corrie. 0.25
Prepared claims and submitted them to Clerk-Treasurer's
office. 0.5
Discussed CRC items with Corrie Meyer. 0.5
Contacted Mr. Hammer RE: signing of contract. Sent
documents to Corrie Meyer for Council packet. 0.25
Reviewed TIF Register and August 1st Report. Continued to
submit data to Gateway for report. 5.25
9/23/2014 Researched debt information. Continued to submit data to
Gateway for report. 5
Discussed CRC items with Corrie Meyer. 0.25
9/24/2014 Attended meeting with Diana Cordray, Mike Shaver and
Corrie Meyer. 0.5
Searched for developer agreements and other documents. 1.5
Reviewed emails RE: garage, former street department site
and construction project budget. 0.5
Continued to submit data to Gateway for report. 1.5
Reviewed documents received from County. Filed copies
away. 0.5
9/25/2014 Searched for agreements. 0.75
Looked up addresses, parcel numbers and names for notices. 0.5
Reviewed appraisals for Parcel 14. 0.75
Discussed CRC items with Corrie Meyer. 0.5
Researched and reviewed Energy Center documents. 0.75
Updated report in Gateway. 0.25
Reviewed documents and meeting minutes RE: Buckhingham
and Gramercy. 0.75
Reviewed and responded to emails RE: Gateway report and
City Center bond proposals. 0.5
Michael Lee
3231 E Village Park North Drive
Date: 10/1/14 Carmel, IN 46033 Invoice 201410
9/26/2014 Reviewed documents. Prepared transmittals for Clerk-
Treasurer's office. 0.5
Reviewed emails RE: Shapiro's purchase and agreements.
Searched for and organized documents needed to close. 0.75
Discussed CRC items with Corrie Meyer. 0.25
Updated forecast and summary for September meeting. 1
9/29/2014 Discussed CRC items with Corrie Meyer. 0.5
Communicated with Cindy Sheeks and Jim Higgins RE:
submission of report to DLGF. 0.5
Reviewed Council Report and input information RE: items
submitted to Clerk-Treasurer. 0.75
Reviewed documents and created transmittals to be
submitted. 0.75
Reviewed vendor's payment history, contacted City Hall RE:
POB Bonds and discussed 2014 items with Corrie Meyer. 0.5
Searched for Party Time Site documents. 1.5
Updated 2014 and 2015 forecasts. 0.5
Looked into status of 2006 Parkwood Bonds. 0.25
9/30/2014 Reviewed and responded to emails RE: vendor invoices and
Shapiro's sale. 0.5
Delivered documents to Clerk-Treasurer's office. Responded
to email RE: same documents. 0.5
Reviewed legal invoices and input into approval sheets. 2
Total Hours 103.75
Total Fee $4,150.00
Prescribed by State Board of Accounts -ACCOUNTS PAYABLE VOUCHER City Form 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
Purchase Order No.
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Terms
Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
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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.
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Clerk-Treasurer
VOUCHER NO. WARRANT NO.
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ON ACCOUNT OF APPROPRIATION FOR
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DEPT# INVOICE NO. ACCT#!TITLE AMOUNT I hereby certify that the attached invoice(s),
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the materials or services itemized thereon
for which charge is made were ordered and
received except
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Title
Cost distribution ledger classification if
claim paid motor vehicle highway fund