241544 01/27/15 �i CITY OF CARMEL, INDIANA VENDOR: 363109
4 ONE CIVIC SQUARE MICHAEL LEE CHECK AMOUNT: $*****3,390.00*
JrQ CARMEL, INDIANA 46032 C/o CRC CHECK NUMBER: 241544
a„TON-�• CHECK DATE: 01/27/15
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
902 R4340303 31558 201501 3,390.00 CONSULTING
Michael Lee
3231 E Village Park North Drive
Date: 1/1/15 Carmel, IN 46033 Invoice 201501
Date Description of Work Hours
12/1/2014 Delivered invoice to Clerk-Treasurer's office. 0.25
Input November expenditures and revenues into forecast.
Updated forecast sheets and summary. 2
Discussed budget and forecast items with Corrie Meyer. 0.5
Updated budget outlines for years 2016-2019. 1.75
Updated TIF Register. Created invoice payable by Pedcor. 0.75
Created change order sheet. 0.25
Worked on reviewing City Center Phase II invoices for
12/2/2014 reimbursement. Compiled list of invoices for Corrie Meyer. 1
Discussed budget outlines with Corrie Meyer. 0.5
Made adjustments to budget outlines for years 2016-2019.
Made another set of outlines for different scenarios. 4
Updated forecast sheets and summary. 0.5 .
12/3/2014 Attended meeting with Diana Cordray. 0.25
Updated Redevelopment Department balances. 0.25
Reviewed invoices and remaining balances on
contracts/purchase orders. 0.75
Reviewed invoices for projects to be reimbursed. Compiled
paid invoices and created reimbursement invoices. 3
Updated expenditure/revenue analyses. 0.5
Reviewed summary and check register. Sent email RE: June
transfer of funds and made corrections on my end. 0.5
Discussed budget outlines with Corrie Meyer. 0.25
Reviewed invoices and contracts. Made updates to 2014
12/4/2014 forecast. 1.25
Discussed CRC items with Corrie Meyer. 0.5.
Reviewed invoices and made adjustments for real amounts
owed. 0.75
Searched for settlement agreements. 0.5
Copied invoices and input information into approval sheets.
Updated 2014 forecast. 1.75
Updated 2015 budget scenarios. 1
P 9
12/5/2014 Discussed budget items with Corrie Meyer. 0.25
Updated 2014 forecast sheets. 1.25
Updated 2015 budget. Updated 2016-2019 budget outlines. 1.75
Reviewed Olivia summary and made notes for invoice. 0.5
Reviewed invoices and filled out claims. 1
Michael Lee
3231 E Village Park North Drive
Date: 1/1/15 Carmel, IN 46033 Invoice 201501
12/8/2014 Prepared and delivered claims to Clerk-Treasurer's office. 0.5
Reviewed invoices. Contacted trustees for invoices and
contacted developers RE: bonds. 1.5
Discussed CRC budget items with Corrie Meyer. 0.25
Revised 2015 budget. Revised budget tabs. Reviewed and
updated 2016-2019 outlines. 2
12/9/2014 Contacted Pedcor RE: Shapiro's closing documents status. 0.25
Discussed CRC items with Corrie Meyer. Reviewed and
responded to emails-RE: bond payments, invoices and audit. 1 _
Reviewed invoices and compared Clerk-Treasurer balances
to CRC balances. 1.25
Prepared for finance meeting with Bill Brooks and Corrie
Meyer. 0.5
Attended finance meeting. 1.5
Reviewed form 22's.Worked on calculating December TIF,
pass-throughs and payments by Keystone. Emails and calls
12/10/2014 related to December TIF and budget. Emails with trustee. 2.75
Reviewed notes from finance meeting and made updates to
the 2015 budget. 0.5
Discussed CRC items with Corrie Meyer. Worked on monthly
packet. 1.75
12/11/2014 Prepared for and attended meeting RE: Carmel Lofts billing. 1
Reviewed invoices and updated forecast. 1.5
Updated budgets for 2015-2019 for different scenarios. 1
Worked on documents for monthly packet. 1.75
12/12/2014 Worked on documents for monthly packet. Organized packet. 2.5
Discussed CRC items with Corrie Meyer. 0.25
Reviewed minutes and budget handout. 0.5
Reviewed and responded to emails and phone calls RE:
Shapiro's closing documents and TIF receipts. 0.5
Reviewed invoices and filled out claims and purchase orders. 1.75
Filled out and prepared claims. Delivered claims to Clerk-
12/15/2014 Treasurer's office. 1.25
Discussed CRC matters with Corrie Meyer. Reviewed and
responded to emails. 0.5
Michael Lee
3231 E Village Park North Drive
Date: 1/1/15 Carmel, IN 46033 Invoice 201501
Contacted trustees RE: invoices. 0.25
Researched action items for end of year report. 0.75
Updated check register and compared my balances to Clerk-
Treasurer balances. 0.75
Updated TIF register. 1.75
12/16/2014 Reviewed invoices. Reviewed and responded to emails. 0.75
Discussed CRC items with Corrie Meyer. 0.25
Updated check register. 0.25
Reviewed expenditure audit trail and compared my balances
to Clerk-Treasurer balances. 1.25
Reviewed invoices,filled out claims and input amounts into
12/17/2014 approval sheets. 1.5
Revised 2015 budget beginning balance. Discussed CRC
items with Corrie Meyer. 1
Worked on action items, change order and other documents
for meeting. Prepared for meeting. 2
Attended CRC monthly meeting. 2.5
12/18/2014 Reviewed meeting notes and researched several items. 1
Reviewed and responded to emails. Looked at vendor
payment history. 0.25
Updated budget tabs and forwarded on to commissioners. 0.5
Researched date of purchase for Palladium equipment. 0.75
Updated five-year budget outlines. 0.75
Reviewed Council report. Made notes and discussed CRC
12/19/2014 items with Corrie Meyer. 1
Updated items on annual report and continued research for
report. 3.5
Reviewed and responded to emails. 0.25 _
12/22/2014 Reviewed 2014 resolutions and action items for annual report. 1
Reviewed all TIF and cash expenditures and revenues for
annual report. 2.5
Updated annual report. 0.75
Continued to review mid-year projected expenditures and
12/23/2014 revenues and actuals through May. Updated annual report. 2.5
Contacted trustee RE: reimbursement of excess TIF.
Delivered check and invoices to City Hall. 0.5
Michael Lee
3231 E Village Park North Drive
Date: 1/1/15 Carmel, IN 46033 Invoice 201501
12/24/2014 Worked on annual report. Researched action items. 2.5
Filed documents and approvals. Organized files. 0.25
Total Hours 84.75
Total Fee $3,390.00
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
l� .1 Le Purchase Order No.
L3� F UIl 6 e Pdrk lUatill Dr. Terms
hr m , Z ff 4(033 Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
Total � 3� .do `
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.
ALLOWED 20
� IIC�'1�,e1 LeIN SUM OF $
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$
ON ACCOUNT OF APPROPRIATION FOR
Board Members
PO#or
DEPT.# INVOICE NO. ACCT#!TITLE AMOUNT 1 hereby certify that the attached invoice(s),
339 or bill(s) is (are)true and correct and that
the materials or services itemized thereon
for which chargeis made were ordered and
received except
201Jr
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Cost distribution ledger classification if Title
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claim paid motor vehicle highway fund