Loading...
HomeMy WebLinkAbout239473 11/25/14 s C.1q %' \• CITY OF CARMEL, INDIANA VENDOR: 022450 ® i ONE CIVIC SQUARE BARNES &THORNBURG CHECK AMOUNT: $****28,046.12* CARMEL, INDIANA 46032 1313 MERCHANTS BANK BLDG CHECK NUMBER: 239473 11 S MERIDIAN ST CHECK DATE: 11/25/14 INDIANAPOLIS IN 46204 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 1180 4357004 1722187 30.00 EXTERNAL INSTRUCT FEE 902 4340000 1722187 25,234.12 LEGAL FEES 902 4340000 1722188 695.50 LEGAL FEES 902 4340000 1722189 107.00 LEGAL FEES 902 4340000 1722190 1,979.50 LEGAL FEES ® BARNES &. ® 0 THORNBURG LLP WORKSHOP FOR LOCAL GOVERNMENT ATTORNEYS DECEMBER 4,2014 BARNES&THORNBURG LLP 11 Se MERIDIAN STREET, INDIANAPOLIS,INDIANA 46204 8:30am Registration 12:20pm Lunch(on your own) 8:55am Introduction and Welcome 1:30pm Fundamental Principles of Municipal Finance in Indiana Tom Pitman,Partner, Barnes&Thornburg LLP Rich Starkey,Partner, Barnes&Thornburg LLP Anneliese Williams,Associates Bares&Thornburg LLP 9:00am Legislative Preview 2:30pm Break Brian Burdick,Partner, Barnes&Thornburg LLP Heather Willey,Partner, Barnes'&Thornburg LLP 10:00am Break 2:45pm Tax Credits Phil Westerman,Partner Barnes&Thornburg LLP Holly Heer,Partner Barnes&Thornburg LLP 10:10am Municipal Disclosure 3:45pm Break Brad Bingham,Partner, Barnes&Thornburg LLP 11:10am Break 4:00pm Municipal Utility Rates and Debt Nick Kile,Partner, Barnes&Thornburg LLP Kim Blanchet,Partner, Barnes&Thornburg LLP 11:20am Employment Law Issues for Local Governments 5:00pm Adjourn Terry Dawson,Partner, Barnes&Thornburg LLP This program is sponsored by Barnes & Thornburg LLP as a .service to municipal attorneys. There is a nominal,fee of$30 to attend. Registration will be limited to the first 50 registrants. The Indiana Conunission on Continuing Legal Education is reviewing the CLE application for 6 hours of credit. --------------------------- ---------------------------------------------e----------------------------- To register,please complete the information below(photocopy registration form for additional registrants)and return to Jodie Daugherty(with $30 payable to Barnes&Thornburg LLP)by November 26,2014. Name: Organization: 0"k-t\1 J F Lt��av�I F 1 Y.0 Address: O ylP Lt J SG uP.r2 City/State/Zip: Cn r W\ ,10 bi© 2 Phone: 3 1-) - — a 4 a Email: j rib 2r L an A i r 4 0- C� n n D r/ Attorney No. — Return to: Jodie Daugherty—inrsvp@btlaw.com Barnes&Thornburg LLP 11 S.Meridian Street Indianapolis,IN 46204 Tel:317-261-7922 Fax:317-231-7433 Prescribed by State Board of Accounts City Forth 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 Barnes & Thornburg, LLP Purchase Order No. 11 S. Meridian Street Terms Indianapolis, IN 46207 Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) 11117M4 Workshop for Local G_awe rnment Attorneys $30-On Jon Oberlander per the attached Total I hereby certify that the attached invoice(s), or bill(s), is (are)true and correct and I have audited same in ac�corr-- dance with IC 5-11-10-1.6. , 20 Clerk-Treasurer VOUCHER NO. WARRANT NO. ALLOWED 20 IN SUM OF $ I i Attn: Jodie Daugherty 11 S- Meridian Street Indianapolis, IN 46204 $ $30.00 ON ACCOUNT OF APPROPRIATION FOR Department of Law 1180 435-7004 - Instructional Fees Board Members PO#or DEPT.# INVOICE NO. ACCT#!TITLE AMOUNT I hereby certify that the attached invoice(s), lisp _ 0 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 20 L I Si nature Cost distribution ledger classification if Title claim paid motor vehicle highway fund BARNES & THORNBURG LLP 11 South Meridian Street Indianapolis,Indiana 46204-3535 U.S.A. E.I.N.35-0900596 (317)236-1313 Invoice 1722189 CITY OF CARMEL REDEVELOPMENT COMMISSION ATTN: MICHAEL LEE, ASST. FINANCE MANAGER October 22, 2014 30 W. MAIN STREET, SUITE 220 Brian L. Burdick CARMEL,IN 46032 PAYABLE UPON RECEIPT _ 4 P ?'4 R C\ 00035130=000024 PROJECT BLUE For legal services rendered in connection with the above matter for the period ending September 30, 2014 as described on the attached detail. Hours Rate Amount Bruce D. Donaldson 0.20 $535.00 $107.00 TOTALS 0.20 $107.00 TOTAL THIS INVOICE $ 107.00 00035130-000024 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 PROJECT BLUE Date Name Description Hours 09/30/14 Bruce D. Donaldson Had brief discussion with Haas and Matthes regarding 0.20 status of Project Fees for Services Total $ 107.00 BARNES & THORNBURG LLP 11 South Meridian Street Indianapolis,Indiana 46204-3535 U.S.A. E.I.N. 35-0900596 (317)236-1313 Invoice 1722190 CITY OF CARMEL REDEVELOPMENT COMMISSION DON CLEVELAND,MANAGER OF FINANCE October 22,2014 30 W. MAIN STREET, SUITE 220 Brian L. Burdick CARMEL, IN 46032 10-27-14P12=42 RCVD PAYABLE UPON RECEIPT 00035130-000027 MIDTOWN DEVELOPMENT PROJECT For legal services rendered in connection with the above matter for the period ending September 30, 2014 as described on the attached detail. Hours Rate Amount Bruce D. Donaldson 3.70 $535.00 $1,979.50 TOTALS 3.70 $1,979.50 TOTAL THIS INVOICE $ 1,979.50 4 00035130-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 09/12/14 Bruce D. Donaldson Prepared for and attended meeting at CRC offices with 2.50 C. Meyer, Worrell,Ullom (via phone), Mouser, Andrew Greenwood and Justin Moffett, and Lisa Lee, to discuss proposed Midtown development. 09/16/14 Bruce D. Donaldson Reviewed draft of developer Reimbursement 0.50 Agreement and had related email correspondence with C. Meyer and Ullom; emailed to Ullom. 09/18/14 Bruce D. Donaldson Had call with developer counsel Lisa Lee regarding 0.50 ability to and reviewed related and had related email correspondence with Ullom; emailed Ullom Wdocuments. 09/30/14 Bruce D. Donaldson Reviewed revised draft of developer Reimbursement 0.20 Agreement and emailed comments to Ullom. Fees for Services Total $ 1,979.50 BARNES & THORNBURG LLP 11 South Meridian Street Indianapolis,Indiana 46204-3535 U.S.A. E.I.N. 35-0900596 (317)236-1313 Invoice 1722188 CITY OF CARMEL REDEVELOPMENT COMMISSION DON CLEVELAND, MANAGER OF FINANCE October 22,2014 30 W. MAIN STREET, SUITE 220 Brian L. Burdick CARMEL, IN 46032 10-27-14P12 8--�XQJQ V PAYABLE UPON RECEIPT 00035130-000015 GENERAL REDEVELOPMENT MATTERS For legal services rendered in connection with the above matter for the period ending September 30, 2014 as described on the attached detail. Hours Rate Amount Bruce D. Donaldson 1.30 $535.00 $695.50 TOTALS 1.30 $695.50 TOTAL THIS INVOICE $ 695.50 00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 GENERAL REDEVELOPMENT MATTERS Date Name Description Hours 09/03/14 Bruce D. Donaldson Reviewed email correspondence 0.30 regarding CRC budget items, and had related email correspondence with Councilor Finkam and C. Meyer. 09/04/14 Bruce D. Donaldson Had call with C. Meyer to discuss 0.30 other budget issues. 09/08/14 Bruce D. Donaldson Reviewed legal opinions from Bose McKinney and 0.40 Kroger Gardis-Regas regarding ponmeruRC budget, and had related email correspondence with C. Meyer. 09/09/14 Bruce D. Donaldson Had call with C. Meyer,reviewed and replied to email 0.30 correspondence and attachments from C. Meyer, regarding CRC budget and approval issues. Fees for Services Total $ 695.50 BARNES & THORNBURG LLP 11 South Meridian Street Indianapolis,Indiana 46204-3535 U.S.A. E.I.N. 35-0900596 (317)236-1313 Invoice 1722187 CITY OF CARMEL REDEVELOPMENT COMMISSION DON CLEVELAND, MANAGER OF FINANCE October 22,2014 30 W. MAIN STREET, SUITE 220 Brian L. Burdick CARMEL, IN 46032 10-27-14P12:36 RCVD PAYABLE UPON RECEIPT 00035130-000007 PEDCOR DEVELOPMENT FINANCING For legal services rendered in connection with the above matter for the period ending September 30, 2014 as described on the attached detail. Hours Rate Amount Bruce D. Donaldson 28.60 $535.00 $15,301.00 Bradley J. Bingham 27.50 $355.00 $9,762.50 TOTALS 56.10 $25,063.50 Other Charges Copying Charges 105.90 — C-onferenee-Call-Charges Iny-oi_ce __ . ._----____._ ==-6.7-5 6..75- 3172361313-091214 Moderator: Bruce Donaldson Time of Call: 01:28 PM Conference Call Charges Invoice# 18:35 3172361313-091214 Moderator: Bruce Donaldson Time of Call: 08:56 AM Color Copies - Resource center 7.50 Color Copies -Resource center 7.50 Courier Service -Now Courier Inc. - 24.62 Delivery to City of Carmel $ 170.62 TOTAL THIS INVOICE $ 25,234.12 00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 PEDCOR DEVELOPMENT FINANCING Date Name Description Hours 09/02/14 Bruce D. Donaldson Had call and email correspondence with C. Meyer 1.80 regarding timing of meetings and other Pedcor matters;prepared for and participated in conference call with Pedcor and Umbaugh to determine location of parcels comprising new allocation areas;began working on declaratory resolutions for new allocation areas. 09/02/14 Bradley J. Bingham Gave attention to matters related to proposed creation 0.90 of new allocation areas related to Phase II of Pedcor City Center project. Participated in call with Pedcor representatives regarding the planning calendar for the same. 09/03/14 Bruce D. Donaldson Prepared for and participated in conference call with 1.80 C. Meyer, Haas and Mattes,to discuss various issues relating to Pedcor financing structuring options; reviewed follow up email correspondence from C. Meyer; had email correspondence with Angie Conn in Planning office regarding resolutions for September 16 Plan Commission meeting. 09/03/14 Bradley J. Bingham Gave attention to matters related to preparation of 0.40 CRC resolutions relating to the creation of new allocation areas. 09/04/14 Bruce D. Donaldson Had email correspondence and call with Angie Conn 0.30 and Mayor regarding Plan Commission meeting and timing of needed documents. " Gave attenfian=to=matters related=to prepay"ion=of= -- 0:20-"" ---- CRC resolutions. 09/05/14 Bruce D. Donaldson Had voice and email correspondence with Ron Brown 0.20 regarding legal descriptions for new allocation areas. 09/05/14 Bradley J. Bingham Worked on preparing the CRC's declaratory 1.00 resolutions related to the creation of new allocation areas in the Carmel Downtown EDA and the City Center RDA. 09/08/14 Bruce D. Donaldson Had multiple calls with Haas, Ron Brown and Rivera 0.70 regarding issues relating to creation.of TIF parcel;had follow up call with Bingham. 09/08/14 Bradley J. Bingham Worked on drafting the CRC resolutions,plan 4.30 amendments and Plan Commission resolutions related to the creation of new allocation areas in the Carmel Downtown EDA and the City Center RDA. 09/09/14 Bruce D. Donaldson Had call with Bingham; reviewed draft of Declaratory 3.30 Resolution and Plan Addendum for four new 00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 2 PEDCOR DEVELOPMENT FINANCING Date Name Description Hours allocation areas contained within the Carmel Downtown Economic Development Area, had related email correspondence with Bingham, and emailed drafts to working group; reviewed draft of Declaratory Resolution and Plan Addendum for new allocation area contained within the City Center Redevelopment Area,had related email correspondence with Bingham, and emailed drafts to working group; had call with C. Meyer; reviewed revised drafts of Plan Addendums and had related email correspondence with Bingham; had additional calls with Bingham and Haas and email correspondence with Pedcor, and reviewed numerous emails, regarding definitions of allocation areas and related air rights parcels. 09/09/14 Bradley J. Bingham Worked on preparing the CRC resolutions and plan 5.80 amendments related to the creation of new allocation areas in the Carmel Downtown EDA and the City Center RDA. Corresponded with Laurie Siler (Pedcor) regarding matters related to the same. Conferred by telephone with Jesus Rivera regarding information needed for the CRC resolutions and plan amendments. 09/10/14 Bruce D. Donaldson Reviewed email correspondence from Haas and 2.50 worked on issues relating to description of new Pedcor allocation areas;prepared for and attended meeting with Ron Brown and Rivera of Pedcor, Haas and Bingham to discuss descriptions of new areas; had additional.discussions with Haas-and_Bingham - ____ regardrn9 — ----- reviewed drafts of Plan Commission resolutions approving new Pedcor allocation areas and Plan addenda; had additional call with Rivera of Pedcor;worked with Bingham to finalize packages for Plan Commission. 09/10/14 Bradley J. Bingham Prepared for and participated in working group 5.60 meeting with Pedcor representatives and Karl Haas to review and discuss questions related to boundaries and identification of new allocation areas. Worked on matters related revisions of the CRC d&laratoi*y resolutions and plan amendments based upon feedback received from Pedcor officials. Worked on matters related to filing the CRC resolutions and plan amendments. 09/11/14 Bruce D. Donaldson Had email correspondence with C. Meyer regarding 1.20 status of documents for public approvals; emailed final Declaratory Resolutions and Plan Addendums for new Pedcor allocation areas to McVicker for placement on f 00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 3 PEDCOR DEVELOPMENT FINANCING Date Name Description Hours CRC meeting agenda;had follow up email correspondence with McVicker and prepared agenda items; reviewed related email correspondence from Bingham;reviewed various emails from C. Meyer and Matthes;reviewed portions of Pedcor project agreement. 09/11/14 Bradley J. Bingham Worked on filing CRC and Plan Commission 1.50 resolutions in preparation for upcoming meetings. 09/12/14 Bruce D. Donaldson Had call with Mike Schumaker at City Securities 0.70 regarding reviewed'® from C. Meyer and comments thereto from Karl Haas;had related discussions with C. Meyer. 09/15/14 Bruce D. Donaldson Prepared for and attended CRC meeting for adoption 3.50 of Declaratory Resolutions establishing new TIF allocation areas for Pedcor City Center projects; emailed signed copies of CRC resolutions to Angie Conn in Planning Department;had email correspondence with C. Meyer and Bingham regarding Council sponsor; reviewed extensive and multiple emails from Matthes and Haas discussing financing and security structuring options; reviewed proposed and had related email correspondence with C. Meyer and Matthes; researched Indiana and had -__gelate --ema1--cor-respondence with Bingham= 09/15/14 Bradley J. Bingham Prepared initial draft of City Council resolutions 3.10 approving the amendments to the Carmel Downtown EDA and the City Center RDA.Prepared initial draft of notices regarding the public hearings related to such proposed amendments. Researched statutory provisions 09/16/14 Bruce D. Donaldson Had email correspondence with C. Meyer and Jamie 2.50 Rachlin at BMO Harris regarding matters;performed additional research of Indiana to and emailed CRC team with results of research and recommendations; prepared for and attended Plan Commssion meeting for approval of amendments to Carmel Downtown Economic Development Area and City Center Redevelopment Area to create new allocation areas. 09/16/14 Bradley J. Bingham Researched provisions of Indiana law governing 1.50 approval process prior to a issuer 00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 4 PEDCOR DEVELOPMENT FINANCING Date Name Description Hours 09/17/14 Bruce D. Donaldson Reviewed numerous emails from Matthes,Haas and C. 3.30 Meyer, including initial numbers from Umbaugh; prepared for and attended meeting with Councilor Seidensticker, C. Meyer and Matthes in Carmel. 09/18/14 Bruce D. Donaldson Reviewed numerous emails;had email correspondence 0.30 with Matthes and C. Meyer regarding 10�, and emailed to team. 09/19/14 Bruce D. Donaldson Reviewed and responded to numerous emails. 0.30 09/22/14 Bruce D. Donaldson Reviewed email correspondence from Cordingly, C. 1.20 Meyer and Matthes,regarding financing options;had email correspondence with Lois Craig in Clerk- Treasurer's office regarding Council resolution to be filed;reviewed drafts of Council resolutions approving new Pedcor allocation areas in Carmel Downtown Economic Development Area and City Center Redevelopment Area, and worked on finalizing resolutions and filing arrangements with Clerk- Treasurer's office. 09/22/14 Bradley J. Bingham Gave attention to matters related to finalizing the 0.20 Council resolutions approving the amendments to the Carmel Downtown EDA and the City Center RDA. 09/23/14 Bruce D. Donaldson Had email correspondence and phone call with C. 0.40 Meyer regarding Council sponsors-and procedural and Y timing issues relating to TIF bonds; reviewed email --- - c-orrespFan-fenre-fturrr-Matthes-arrd Haas-mg-ardiffg— Securities bonds. 09/23/14 Bradley J. Bingham Revised and finalized the Council resolutions 0.30 approving the amendments to the Carmel Downtown EDA and the City Center RDA. 09/25/14 Bruce D. Donaldson Reviewed email correspondence from Cordingly, 0.30 Matthes and Haas regarding bonds, and had related email correspondence with Matthes. 09/25/14 Bradley J. Bingham Worked on matters related to filing of the Council 1.30 .resolutions regarding the approval bf the CRC and Plan Commission actions to amend the Carmel Downtown EDA and the City Center RDA. 09/29/14 Bruce D. Donaldson Reviewed numerous emails from previous week 0.30 including email from C. Meyer to Mayor and Council members summarizing status of Pedcor transaction; forwarded proposed Council resolutions to C. Meyer. 00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 5 PEDCOR DEVELOPMENT FINANCING Date Name Description Hours 09/30/14 Bruce D. Donaldson Prepared for and attended meeting at Pedcor with C. 4.00 Meyer,Haas,Matthes, Cordingly and Pedcor team,to discuss ;had follow up discussions with C. Meyer, Matthes and Haas; began working on CRC Bond Resolution and Council Resolution. 09/30/14 Bradley J. Bingham Worked on matters related to reviewing and analyzing 1.40 the bonds. Fees for Services Total $ 25,063.50 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'4its,'price per unit, etc. Payee ar T horn a �L Purchase:Order No. S .1^►u .1 5�. Terms rA.1 —3535 Date Due Invoice Invoice Description _ Amount Date Number (or note attached invoices) or bill(s)) 10-21A l 22 fro) 0 - 00 -ZZ I 21 �1 t sa 69ssol2ti" 2 e Qp tb enf +I s 2 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 20Clerk-Treasurer VOUCHER NO. WARRANT NO. ,1 I :ALLOWED 20 r Z, Tho rA 6r,:5 _.LL P' IN SUM OF $ TA-53 $ 2-90 0 �Z ON ACCOUNT OF APPROPRIATION FOR Board Members Po#or INVOICE NO. ACCT#/TITLE AMOUNT' DEPT.# I hereby certify that the attached invoice(s), 172-1119 p0 or bill(s) is (are)true and correct and that e io? 171.sD the materials or services itemized thereon Q t� 6 5Sb for which charge is made were ordered and 434 00 2s 23 .IZ received except . II- zy2o��f ig atur • CIAAIIIAQ • 1W4%A MA Cost distribution ledger classification if Title� r claim paid motor vehicle highway fund