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Home My WebLink About238430 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. j . Terms Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) d-Hq ID14hknC' e r Se4enbetfS .� 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. M 1ALLOWED 20 Leg IN SUM OF $ $ �lsr7 vo ON ACCOUNT OF APPROPRIATION FOR C�Sh �02/�F303 Board Members PO#or DEPT# INVOICE NO. ACCT#!TITLE AMOUNT I hereby certify that the attached invoice(s), '3155S 0141 o- * 03 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 10 201 201 ' S' nat 91 A QA 4 Title Cost distribution ledger classification if claim paid motor vehicle highway fund