HomeMy WebLinkAbout244252 1 /15/2015 CITY OF CARMEL, INDIANA VENDOR: 115100
ONE CIVIC SQUARE DEBRA GRISHAM CHECK AMOUNT: $"'.13,244.00'
s CARMEL, INDIANA 46032 922 E GREYHOUND PASS CHECK NUMBER: 244252
9Mj,rUN�p a CARMEL IN 46032 CHECK DATE:' 04/15/15
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
106 5023990 3.15 1,848.00 OTHER EXPENSES
1125 4340000 3.15 11,396.00 LEGAL FEES
CrUVE
APR 0.6 2015
Professional Services Invoice BY
FOR SERVICES RENDERED Date: 4/6/2015
FROM 3/1/15 THROUGH 3/31/15
05 -4BT- CCofra/ PK
Provider: Debra M. Grisham, Attorney at Law CLAY -TW.P = $ /68. 00
Address: 922 E Greyhound Pass CI TV OF CAP MEL $ r3`;,aLN.
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y Purchase i „ � y�el'�/Ic�5 wars
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Carmel, IN 46032 Description r' rL�,
P.O.# PorF
Telephone: 317-690-1597 G.L.#1U5-1-01-43go 000 = 11,39t,,00
Email: dgrishamlaw@gmail.com Budget
Line Descr(go• 5oa3990-
I$48.(70
Project Name: General Park Legal and Business Services Purchaser e
Invoice No: 3.15 Approval �Date ��---
Hourly Rate: $140.00
Service Date Description of Service Hours Worked Amount Due
3/2/2015 Prepared for and attended Agenda Setting and 1.8 $252.00 lot
project status meeting with CCPR Senior
Management.
SOM: Worked on Sunrise on the Monon ("SOM") 2.2 $308.00 1
related matters including compilation, filing and
distribution to CCPR Business Services, complete
engagement contracts for the SOM Appraisal,
Environmental Site Assessment and Survey.
Reviewed Appraisal, prepared comments and
questions and discussed the same with D Cooper;
Started review of title work. Completed and filed
user questionnaire for environmental site
assessment.
--MHFP: Worked on the Matilda Haverstick-Family 0.9 -- -----$1-26.00
Property ("MHFP") acquisition including
communications to Will Stump and Don Scheidt
appraisers. Communications to City of Carmel
("City")and Clay Township ("Township") regarding
request for copies of executed Resolutions of
Interest ("ROI"). Updated file.
1
Service Date. Description of Service Hours Worked Amount Due
3/3/2015 MHFP: Continued work on MHFP acquisition 2.9 $406.00 '
matters including communications with the City
and Township regarding the MHFP ROI.
Communications with and drafted appraisal
engagement letter and distributed the same for
CCPR management and Scheidt for review.
Communications with Will Stump regarding
appraisal.
FPLP: Worked on coversheet for the Founders 0.9 $126.00 lo(o
Park Lighting Project ("FPLP") and
communications with M Krosschell of The
Schneider Corporation, M Westermeier and M
Klitzing and provided revised timeline for all.
3/4/2015 Received and reviewed communications 1.3 $182.00 ►°1
regarding.inquiry of appropriate use of money_
received from pedal and park proceeds.
Communications with M Westermeier and M
Klitzing regarding the same. Communication to J
Hagan regarding the same. Located and started
review of existing research on use of gift funds.
and foundations in preparation for discussion with
management regarding the same.
SOM: Worked on SOM matters including the Use 2 $280.00 l t
and Maintenance Agreement and the Survey.
CPWCP: Met with M Westermeier regarding the 0.5 $70.00 17-t5.484
Central Park West Commons Project ("CPWCP")
with regard to the value engineering process and
the timeline.
MHFP: Received and filed the City ROI. Started 1 $140.00 1 t
draft of engagement letter for Will Stump &
Associates and communications with M. Bob
_ Gerdertich regarding the appraisal:
3/5/2015 Met with M Westermeier regarding various 0.4 $56.00
matters including the Pedal and Park inquiry,
CPWCP, the FPLP and Board governance.
C2s�)
Continued review of pedal and park funds use 1 $140.00
request and communications with J Hagan 1�
regarding the same. Follow-up summary
distributed to M Westermeier and M Klitzing.
Updated the file.
SOM: Reviewed and worked on Use and 2 $280.00 l�
Maintenance Agreement draft.
2
Service Date Description of Service Hours Worked Amount Due
3/6/2015 SOM: Completed Use and Maintenance 2.6 $364.00 lot
Agreement draft and distributed the same to
appropriate CCPR officials and J Molitor.
MHFP: Completed and distributed to appropriate 1.2 $168.00 �, I
officials and Bob Gerdenich, a draft of
engagement letter regarding the appraisal on the
MHFP.
3/9/2015 MHFP: Worked on various matters including 2 $280.00
revisions and delivery of appraisal engagement
letter to B Gerdenich; multiple communications
with M Westermeier and B Gerdenich regarding
the same. Updated the file.
SOM: Worked on various matters including 3.1 $434.00 i v
review of title work and survey and discussion of
the same with M Westermeier and M Klitzing.
3/10/2015 SOM: Worked on various matters including 4 $560.00 1..- 1
continued review of title documents and survey.
Reviewed J Molitor's comments and worked on
Use and Maintenance Agreement with regard to
the same. Reviewed draft Covenants, Conditions
and Restrictions ("CCRs") against concepts
covered in Use and Maintenance Agreement and
addressed the same in CCR comments summary.
Prepared for and attended regular Park Board 1.5 $210.00
Meeting.
3/11/2015 Started review of Park Board history regarding the 4 $560.00
setting of the CCPR Director's goals and created
timeline. Researched law regarding personal
property transfer questions raised during the Park
Board meeting and met with M Westermeier
regarding the same. Started response draft.
Met with M Westermeier and M Klitzing regarding 0.5 $70.00 1j l
various matters including park board inquiries and
personnel matters.
3/12/2015 Worked on and sent communication to Park 2 $280.00 (o L
Board and CCPR Officials regarding the disposal
of personal property to address inquiry raised at
the Park Board meeting.
Completed review of Park Board action regarding 1.3 $182.00 iv
Director goal setting in response to inquiry at the
Park Board meeting and communications to J
Engledow regarding the same.
3
Service Date Description of Service Hours Worked Amount Due
3/13/2015 SOM: Continued survey review and worked on 1.8 $252.00 1
title and survey questions for later discussion with
surveyor and title closer. Briefly discussed Use
and Maintenance Agreement with M Westermeier
and M Klitzing with communications to J Molitor
regarding the same and CCRs.
MHFP: Reviewed status and communication to M 0.5 $70.00
Westermeier regarding status of City ROW
interest. Filed and provided Gerdenich Appraisal
engagement documents to CCPR Business
Services.
FPLP: Reviewed bid notice draft, compared 1.3 $182.00 1,
contents to timeline and state law requirements
- - and communications.to-M Westermeier, M Klitzing --
and M Krosschell regarding the same.
3/16/2015 SOM: Prepared for and met with M Westermeier 4.5 $630.00 I
and J Molitor regarding the CCRs. Worked on
draft of Use and Maintenance Agreement for
consistency with discussion of CCRs. Completed
Title and Survey review comments and multiple
communications with T Borgman and K Boren
regarding the same. Multiple updates to M
Westermeier regarding the same.
MHFP: Worked on various matters including 0.5 $70.00 t l
communications to B Gerdenich regarding his
certificate of insurance. Received, filed and
distributed the revised COI.
FPLP: Worked on Bid documents including 2.5 $350.00
finalization and delivery of the bid notice to M
Krosschell, review of the Instructions to Bidders
and comments to M Krosschell regarding the
same.
Communications with J Molitor regarding 0.2 $28.00 lot
engagement.
3/17/2015 FPLP: Worked on bid documents. 2.8 $392.00 i 4
Communications to CCPR insurer regarding the
minimum insurance requirements in the Bid
Package. Discussed the same with M
Westermeier. Status communications to M
Krosschell.
SOM: Worked on various matters including CCRs 2.4 $336.00 is l
and Use and Maintenance Agreement and
discussed the same with M Westermeier.
4
Service Date Description of Service Hours Worked Amount Due
3/18/2015 SOM: Completed CCR comments and discussed 2.4 $336.00 la
the same with M Westermeier following the TAC
meeting on the SOM Secondary Plat. Sent
revised Use and Maintenance Agreement and
CCR comments to J Molitor for review.
FPLP: Worked on bid document review including 2.2 $308.00 1,
the Instructions to Bidders and comments to M
Krosschell regarding the same.
3/19/2015 By-Laws: Started preparation for Director's 1 $140.00
meeting regarding By-Laws including a historical
summary of changes between 2003 to the
present.
CPWCP: Met with M Westermeier regarding the 0.2 $28.00 7-1 s,y 4 Q
CPWCP.
Central Bark Park: Started review of Central Bark 1 $140.00
Park draft of Registration and in particular, the
release and indemnification language.
Communications with J Molitor regarding 0.2 $28.00
engagement matters.
SOM: Worked on various matters including 1 $140.00 l
review of the Environmental Site Assessment.
3/20/2015 By-Laws: Continued work on preparation for 2 $280.00 l�
discussion of the By-Laws.
CPWCP: Received, reviewed and responded to 0.4 $56.00
communication regarding delay of playground
equipment.
Communications with J Molitor regarding 0.2 $28.00 i
engagement terms.
Received and reviewed Gerdenich appraisal on 1 $140.00 �J
MHFP and discussed the same with M
Westermeier and B Gerdenich.
3/23/2015 Received, processed, distributed and filed J 0.2 $28.00 I, t
Molitor engagement documents.
By-Laws: Continued preparation for Directors 2 $280.00 iC
meeting on 3/24/15.
Central Bark Park: Continued review of draft 2 $280.00
Registration documents and in particular, the
release and indemnification language. Reviewed
City code and State laws regarding dog
regulations.
5
Service Date Description of Service Hours Worked Amount Due
3/24/2015 Completed review and suggested markup of 2 $280.00 I�
Central Bark Park rules and release and
indemnification language.
General file organization and filing. 1 $140.00
Prepared for and attended Director's meeting 4 $560.00
regarding board governance matters and
discussion of By-Laws. Distributed meeting
documents to those who could not attend the
meeting.
3/25/2015 MHFP: Completed review of Gerdenich appraisal 1.2 $168.00 1,) 1
and met with M Westermeier regarding the same.
SOM: Worked on various matters including draft 1.5 $210.00
of due diligence-status-to A Greenwood and file - -
update.
Met with M Westermeier regarding various 0.6 $84.00
matters including board governance and
foundation matters.
3/26/2015 Worked on and delivered Park Board 1.3 $182.00 l�
communication regarding the Park Board's
permissible relationship with a foundation and met
with M Westermeier regarding the same.
SOM: Reviewed HOA tax related 2014-2015 0.2 $28.00
proposed legislation.
3/27/2015 MHFP: Worked on various matters including 1.6 $224.00
review of the Scheidt appraisal and
communications with M Westermeier and
appraiser regarding the same. Communications
with B Gerdenich regarding flood plain issues.
SOM: Worked on drafting Closing documents. 1.2 $168.00
3/30/2015 MHFP: Worked on Scheidt appraisal review and 2.5 $350.00 1,
communications with the appraiser, M
Westermeier and B Gerdenich regarding the
same. Communications to T Newport of
Crossroads Engineers regarding the same.
Reviewed revised Scheidt appraisal.
SOM: Communications with J Molitor regarding 3.4 $476.00 lit
SOM Closing Documents. Worked on final review
and started revisions and preparation of Exhibits.
By-Laws: Met with M Westermeier, J Klitzing and 0.3 $42.00
J Kirsh regarding board governance matters.
6
Service Date Description of Service Hours Worked Amount Due
3/31/2015 SOM: Finalized and distributed Closing 1.6 $224.00 1 G
Documents to A Greenwood and provided
summary update on due diligence.
MHFP: Worked on appraisal issues and 2 $280.00 jot
communications with B Gerdenich, T Newport of
Crossroads Engineers and M Westermeier
regarding the same. Started work on MHFP
purchase agreement.
Nature of Services FEE
Totals 95.8 $13,412.00
Signature: Debra.M. Gr&hawv
7
ACCOUNTS PAYABLE VOUCHER .
CITY OF CARMEL
An invoice of 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:
115,100 Grisham, Debra Terms,
922 East Greyhound Pass Date Due
Carmel, IN 46032
Invoice Invoice Description
Date Number (or note attached invoice(s) or bill(s)) PO# Amount
4/6/15 3.15 Legal services Mar'15. _ $ 11,396.00
4/6/15 3.15 Legal services Mar'15 $ 1,848.00
not marl �>
w _
Total $ 13,244.00
I hereby certify that the attached invoice(s),or bill(s)is(are)true and correct and I have audited same in accordance
with IC 5-11-10-1.6
20_
Clerk-Treasurer
Voucher No. . _. Warrant No.
115100 Grisham, Debra Allowed 20
922 East Greyhound Pass
Carmel, IN 46032
In-Sum:of
13,244.00
ON ACCOUNT OF APPROPRIATION FOR- ,
,
101 General Fund 1106 Park Impact Fee
Board Members
Dept#. INVOICE NO. kCCT WTITLI AMOUNT
1125 3.15 _ 4340000 $. .11,396.00, I hereby certify that the attached invoice(s), or
106 3.15 5023990._$- 11848:00 `bill(s)is(are)true and correct and that the
materials-or services itemized thereon for
L.
wliicfi ctia?ge is made were ordered and
received except
_ April 9;2015
Aj
Signature
$ 13,244.00 i' Accounts.Payable'Coordinator .
Cost distribution ledger classification if Title "
claim paid motor vehicle.highway fund +-