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Home My WebLink About239564 11/25/14 `/ CITY OF CARMEL, INDIANA VENDOR: 363109 ONE CIVIC SQUARE MICHAEL LEE CHECK AMOUNT: $'"'"4,220.00' ,a, CARMEL, INDIANA 46032 cio cRc CHECK NUMBER: 239564 Maruti�' CHECK DATE: 11/25/14 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340303 31558 201411 4,220.00 CONSULTING Michael Lee 3231 E Village Park North Drive Date: 11/1/14 Carmel, IN 46033 Invoice 201411 Date Description of Work Hours 10/1/2014 Discussed CRC items and invoices with Corrie Meyer. 0.5 Reviewed emails RE: reimbursement agreement. 0.25 Reviewed previous settlement agreements and contacted Rob Schein. 0.5 Updated forecast and summary for October meeting. 1.5 Reviewed emails from Loren Matthes, Mike Patarino and Corrie Meyer. 0.25 Created action items and change order form. 0.5 - Reviewed outstanding debt obligation spreadsheet and began revising it. 0.5 Prepared for CRC special meeting. 1 Attended CRC special meeting. 1 10/2/2014 Reviewed Council Report and noted any changes. 0.5 Reviewed emails RE: Olivia amendment. 0.25 Researched retired debt and outstanding debt. Continued to revise outstanding debt obligation spreadsheet. 3.25 Discussed budget and other CRC items with Corrie Meyer. Reviewed 2015 budget. 0.75 Organized files and forwarded documents. 0.5 10/6/2014 Reviewed invoices and filled out claims. Prepared claims and delivered to Clerk-Treasurer's office. 0.75 Discussed POB bond. Mailed check out and delivered invoices. 0.75 Discussed CRC items with Corrie Meyer and looked up information RE: RFP. 0.5 Researched Shapiro's information for Corrie Meyer. 1 - Reviewed legal invoices and made notes. Prepared spreadsheet RE: the same. 3.75 10/7/2014 Reviewed Redevelopment Report and reviewed confirmatory resolutions. 1.5 Reviewed legal invoices and made notes. Prepared spreadsheet RE: the same. 3 Discussed CRC items with Corrie Meyer. Reviewed project agreements and created transmittals. Filed documents away. 1.5 10/8/2014 Attended meeting with Diana Cordray and Corrie Meyer. 0.75 Reviewed legal invoices and made notes. Updated spreadsheet. 0.75 I Michael Lee 3231 E Village Park North Drive Carmel, IN 46033 Date: 11/1/14 Invoice 201411 Reviewed emails and discussed items with Corrie Meyer. 0.5 Researched items for auditors. 0.75 Researched information for Shapiro's sale. p 1 Reviewed invoices, discussed some with Corrie Meyer, made copies and input into approval sheets. Reviewed purchase order amounts and updated tracking spreadsheets. 1.75 Updated Expenditure/Revenue Analyses. Updated forecast. 1 10/9/2014 Researched items for auditors. Responded to emails. 0.5 Reviewed invoices and input amounts into approval sheet. 0.75 Discussed meeting items and RFP with Corrie Meyer. 0.5 Reviewed emails and worked on items for agenda. 0.5 Reviewed amortization schedules for Secondary IPC's and responded to email Re: same. 0.5 Updated forecasts and other documents for monthly financial information packet. 2.5 Reviewed resolution and agreement for monthly meeting. Updated agenda and created action items. 1.25 10/10/2014 Researched rent payments received and responded to emails. 0.5 Searched for information requested by auditor. 0.75 Reviewed meeting minutes and discussed items with Corrie Meyer. 0.25 Worked on information for Shapiro's sale, information for auditors and for monthly meeting. 1.25 Researched documents for Corrie Meyer. 0.75 Worked on and distributed monthly packet. 3.5 10/13/2014 Reviewed invoices and filled-out claims. Prepped claims and delivered to Clerk-Treasurer's office. 0.75 Discussed CRC items with Corrie Meyer. 0.5 - - - - Researched property taxes and invoices. Responded to emails RE: the same. 0.5 Updated 2015 forecast. 0.5 Updated Redevelopment Department balances. 0.5 Witnessed and notarized documents. Traveled to Commissioner to pick up set of documents. 1.25 Reviewed emails RE: Parking Agreement, KG Main, RFP publications and Shapiro's building sale. 0.5 Reviewed Nash garage invoices and created a disbursement request. 0.5 10/14/2014 Reviewed and responded to emails RE: parking agreement and closing documents. Researched utilities. 0.75 Revised graph forecast sheet. 0.5 Michael Lee 3231 E Village Park North Drive Date: 11/1/14 Carmel, IN 46033 Invoice 201411 Discussed 2015 forecast with Corrie Meyer and revised forecast. 1 Reviewed Shapiro's payoff information for 2012 refinance. 0.25 Reviewed invoices and filled-out claims. 1.5 Attended meeting with Corrie Meyer and Bill Brooks. 2 10/15/2014 Worked on mailings for temporary road. 1.75 Worked on creating 2015 budget worksheet and tabs. 1.75 Discussed CRC items with Corrie Meyer. 0.25 Prepared for CRC meeting. 0.5 Attended monthly CRC meeting. 2 10/16/2014 Finished mailings. 0.5 Reviewed invoices and filled out claims. 2.5 10/20/2014 Reviewed payment history for two vendors. Filled out purchase order and had claims signed. Discussed items with Corrie Meyer. 1.25 . Prepared claims to be submitted. Delievered claims to Clerk- Treasurer's office. 0.5 Worked on budget tabs for 2015 budget and forecast. 0.75 Responded to emails and phone calls RE: reflecting pool. 0.5 Reviewed emails from auditors and looked for information requested. 0.5 10/21/2014 Searched-for information RE: reflecting pool. 1.25 Updated names of CRC project parcels. 0.25 Reviewed auditor questions and looked for maps. 0.5 Worked on creating tabs for 2015 budget/forecast. 2.25 Looked for developer agreements and discussed items with Corrie Meyer. 1 --- -- -Prepared for meeting with Diana Cordray and Corrie Meyer.- 0..25 - – — .10/22/2014 Delivered parcel list to Diana Cordray and discussed items with Corrie Meyer. 0.5 Delivered Nash garage checks to Jason Springer. 0.25 Worked on organizing files. Responded to emails. 0.75 Looked into payment history for several vendors. Worked on list of developers. 0.75 Continued working on tabs for 2015 budget/forecast. Updated budget. 2.25 10/23/2014 Reviewed Council report and noted changes. 0.5 Created basic forecast for 2016 and continued to work on 2015 budget. 2 Michael Lee 3231 E Village Park North Drive Date: 11/1/14 Carmel, IN 46033 Invoice 201411 Reviewed invoices. 0.5 10/24/2014 Reviewed invoices. Filled-out claims and contacted vendor about incorrect amount. 0.75 Reviewed and responded to emails. 0.5 Searched for invoices for Krieg DeVault representative. 1.25 Worked on updating parcel list. 1.5 Attended meeting RE: James Building management. 1.25 10/27/2014 Prepped and delivered claims. 0.5 Worked on info graphics. 1.25 Updated forecast and summary. 1.25 Discussed CRC meeting with Megan. Discussed 902 account with Cindy. 0.25 Updated purchase order and vendor contract sheets. 0.5 10/28/2014 Created Project Blue invoice file for reimbursement. Worked on file organization. 1 Reviewed Redevelopment Department budget and filled-out request for transfer of funds. 0.25 Updated TIF register. 0.75 Searched records for other developers and projects. 0.75 Reviewed 2015 budget items to go over with Corrie. 0.25 10/29/2014 Discussed CRC items with Corrie Meyer. 0.75 Revised 2015 budget and transfer of funds form. 0.25 Worked on infographics for report. 1 Searched for exhibits and other documents. 0.75 Discussed payments with vendor. 0.25 Reviewed resolutions. Created action items and prepared for CRC special meeting. 1.75 10/30/2014 Set-up for meeting. Attended CRC meeting and post-meeting discussion. 1.25 Reviewed City Center summaries and made notes. 0.5 - Reviewed proposals and discussed items with Corrie Meyer. 0.5 Reviewed ordinances and discussed items with Bruce Donaldson. 0.75 Looked up items for auditor. 0.5 Researched developer projects. 0.5 10/31/2014 Reviewed summary sheets and made notes. 1.25 Met with Corrie Meyer to review City Center presentation. 1 Reviewed invoices and filled-out claims. 0.75 Michael Lee 3231 E Village Park North Drive Date: 11/1/14 Carmel, IN 46033 Invoice 201411 Reviewed and revised 2015 budget tabs and prepared for Monday morning meeting. 1 Total Hours 105.5 Total Fee $4,220.00 Prescribed by State Board of Accounts . City Form No.201(Rev.1995) ACCOUNTS PAYABLE VOUCHE 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. II Payee Purchase Order No. 32 31 E Vr fi5 e Perk Ward, Dr. Terms CII.MA 1 IU "C�)�33 Date Due Invoice Invoice Description Amount Date -Number (or note attached invoice(s) or bill(s)) II- 2 1h Ah 6 c 'ccs 0 Pr �22QE�0 Total r10 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. ��/(( I ALLOWED 20 1 1l Ch&Q l Lee " ,-" SP - IN SUM OF $ 3231 E C&rmel $ I ,2.Z.O,aD ON ACCOUNT OF APPROPRIATION FOR 902- /43103 63 Board Members Po#or INVOICE NO. ACCT#/TITLE AMOUNT' DEPT.# I hereby certify that the attached invoice(s), 315 2-01411 303 •a 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 na Cost distribution ledger classification if Title claim paid motor vehicle highway fund