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HomeMy WebLinkAbout91615 CRC Meeting Packet CARMEL REDEVELOPMENT COMMISSION AGENDA WEDNESDAY, September 16, 2015 – 6:30 P.M. COUNCIL CHAMBERS/ CITY HALL/ONE CIVIC SQUARE MEETING CALLED TO ORDER 1. PLEDGE OF ALLEGIANCE 2. APPROVAL OF MINUTES a. August 19, 2015 3. FINANCIAL MATTERS a. Cash Flow Report b. Update on Outstanding Receivables c. Approval of Claims d. Special Matter 1. Action Item #1: Approval of Change Orders 4. EXECUTIVE DIRECTOR REPORT WITH UPDATE ON PROPERTIES 5. COMMITTEE REPORTS a. Finance Committee b. Architectural Review Committee 6. OLD BUSINESS 7. NEW BUSINESS a. Action Item #2: Approval of engagement letters for legal services 8. OTHER BUSINESS 9. EXECUTION OF DOCUMENTS NEXT REGULAR MEETING: Wednesday, October 21, 2015, 6:30 p.m. 10. ADJOURNMENT 1 CARMEL REDEVELOPMENT COMMISSION September 16, 2015 – 6:30 p.m. Council Chambers/City Hall/One Civic Square Commissioners’ Notes Discussion Matter Call to Order 1. Pledge of Allegiance 2. Approval of Minutes a. August 19, 2015 3. Financial Matters a. Cash Flow Report  The EOM August balance: o Cash - $4,167,559 o Cash and Restricted Funds - $9,259,479 b. Update on Outstanding Receivables c. Approval of Claims The invoices submitted for approval by category are as follows:  Non- operating Expenses: $490,416.19 d. Special Matter i. Action Item #1: Approval of Change Orders 4. Executive Director Report with Update on Properties 5. Committee Reports a. Updates, if applicable, will be presented by the committees at the meeting. Requirements: None at this time. 6. Old Business 7. New Business a. Action Item #2: Approval of engagement letters regarding legal services 8. Other Business 9. Execution of Documents a. Next Regular Meeting: Wednesday, October 21, 2015, 6:30 p.m. 10. Adjournment PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 5 Project Updates CITY CENTER Developer Partner: Pedcor Companies Allocation Area: City Center Project Summary: see below Use: Mixed-Use Figure 1 City Center Master Plan, provided by Pedcor City Center Development Company Hotel/ Motor Court Wr e n Windsor Park East Holland Playfair Baldwin/ Chambers PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 6 Phase 1 – complete 1) Apartments – Apartment demand remains strong, which supports the occupancy and rental rates. Current occupancy is at 87%. 2) Retail – Currently, Pedcor leases 95% of the total 79,570 in LSF. Langton’s opened. Beauty & Grace signed a lease for the western half of suite 159 (old Mangia). If you know of retailers that would be great to have here, please contact Melissa Averitt at 705-7982 or Jimia Smith at 660-3388. Nash Building - complete 1) Apartments – 50% of the 30 apartments are leased. 2) Retail – approximately 70% of the 9,338 sf of commercial space has been leased. The Art of Kitchen and Home (Mondana) will open in September and Graeter’s Ice Cream will open in October. Phase 2 1) Project Status – designs are in progress and construction has not started. 2) Proposed Construction/Use Sequence PROJECT USE PROJECT DATES DESIGN RENDERINGS PROVIDED BY PEDCOR Garage Park East A four-story parking structure with no less than 620 parking spaces, which will include up to approximately 28,000 square feet of commercial retail/office space. *CRC Public Bid project. Design/Build 2015-2016 Completion Q1/2 2017 Baldwin/ Chambers A four story building, of approximately 64,000 square feet, which will include luxury apartments and commercial retail/office space. Pedcor is currently working with four commercial businesses who will occupy approximately 14,000 sf of the commercial space. Start: Spring 2015 Completion Q4 2017 Holland A five story building, of approximately 63,000 square feet, which will include luxury apartments and commercial retail/office space. Start: Fall 2015 Completion Q4 2017 Playfair A five story building, of approximately 63,000 square feet, which will include luxury apartments and commercial retail/office space. Start: Fall 2015 Completion Q4 2017 Garage Retail See Garage East note above. Start: Fall 2015 Completion PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 7 Q4 2017 Pedcor Office 5 A two story building, of approximately 20,000 square feet, which will include office space. Start: Fall 2015 Completion Q4 2017 Kent A three story building, of approximately 111,000 square feet of luxury apartments. Start: Fall 2015 Completion Q4 2017 Wren A seven story building, of approximately 88,000 square feet, which will include luxury apartments and commercial office/retail space. Start: Fall 2016 Completion Q4 2018 Windsor A four story building, of approximately 64,000 square feet, which will include luxury apartments and commercial office/retail space. Start: Fall 2017 Completion Q4 2019 Eastern Motor Court Site A building, of approximately 76,000 to 91,000 square feet, which will include luxury apartments and commercial office/retail space designed so that in the future it could be in whole, or in part, converted to hotel rooms and/or hotel amenities. Start: Fall 2017 Completion Q4 2019 Hotel A four story hotel, of approximately 44,000 square feet, which will include parking. Start: TBD 3) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC None at this time. 4) CRC Commitments An overview of commitments have been uploaded to the CRC website. Most significantly, the CRC commits to publicly bid a four-story parking garage with not less than 620 parking spaces. The CRC also commits to coordinate any significant site plan changes requested by Pedcor with City Council. PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 8 MEZZ 42 1) Developer Partner: Anderson Birkla 2) Allocation Area: City Center 3) Project Summary: see www.mezz42.com Use: Primary Residential. 42 residential units with 8,500 square feet of office. Total project budget: $8-9 million Secured Tenants: Survival Fitness, attorney office, and Anderson Birkla headquarters Figure 2 Image provided by Anderson Birkla 4) Anticipated Project Schedule Project complete 2015 5) Construction Milestones a. Street sweeping is occurring weekly on Fridays or as needed. b. BUILDING 1 i. Anderson Birkla Investment Partners & Denizen Management have taken occupancy of the 1st floor, Suite 100. There continues to be finish construction in the lobby area but otherwise the project is complete except for punch items. BUILDING 2: i. The 4th floor residential units are complete and residents living on this floor. ii. The 2nd floor residential units have final paint and all flooring has been installed. iii. Elevator is complete. PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 9 6) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC None at this time 7) CRC Commitments Provide parking spaces on 3rd Ave and streetscape on the west and south side of the building and relocate street utilities. Site Improvements, Monon Connection path, Small pocket park (by developer) a. Original Budgets- not including construction change orders. Site Construction $67,021 (3rd Ave) Invoices are expected to be paid Aug 2015. Calumet Civil Contractors. Utility Relocation $250,000 Invoices are expected to be paid in summer 2015. Site Construction $ 242,979 (site work) Invoices are expected to be paid summer 2015. Midwest Constructors. b. Design Consultant: American Structurepoint c. Construction Contractors: Calumet Civil Contractors/ Duke Energy/ Midwest Constructors d. CRC Commitment Schedule Design % Complete 100% Construction Start Date September 2014 Anticipated Project Completion Undetermined PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 10 SOPHIA SQUARE PUBLIC PLAZA 1) Developer Partner(s): Carmel Lofts/ Keystone 2) Project Summary: Create a multi-purpose civic plaza serving residents and merchants of Sophia Square, City of Carmel festival goers, visitors of the Arts and Design District, and individuals/organizations that would reserve the space for special events. Total project budget: unconfirmed 3) Anticipated Project Schedule Design June-August 2015 Construction 2015/2016 4) Design Consultant: Context Landscape Architecture 5) Construction Milestones : n/a 6) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC None. PALLADIUM DOME 1) Design Engineer: McComas Engineering 2) Contractor: Ben Hur 3) Project Summary: Engineer and repair eight connections on a truss in the Palladium Dome. These connections were indicated by Walter P. Moore as connections that needed to be addressed to improve the structural longevity and long-term integrity. 4) Total Project Budget: $150,000 Engineering Contract $31,300 Construction Contract $55,500 5) Anticipated Project Schedule Project Start May, 2015 Project Complete 2015 6) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC None PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 11 PALLADIUM LANDSCAPING 1) Project Summary: In 2011, the CRC purchased limestone for the Palladium site with the intent to complete the landscape package. The current location where the limestone is stored is no longer. The project will include the installation of the existing limestone, site work, and landscape on the south and west sides of the Palladium. Shiel Sexton is providing construction management for this project under an existing contract. 2) Total Project Budget: $1,363,350 Engineering Contract $23,200 Construction Contract with JBM Construction $1,243,000 3) Anticipated Project Schedule Design Complete Construction Complete November, 2015 4) Construction Milestones : x SE Quad: foundations are in, limestone installation beginning x SW Quad: foundation installation continuing x NW Quad: foundations complete for the f-note planters 5) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC None at this time MONON AT MAIN STREET THIS PROJECT IS ON HOLD. Meeting P age | 11 PALLADIUM LANDSCAPE CONSTRUCTION PROGRESS PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 12 FORMER PARTY TIME SITE 1) Developer Partner(s): Anderson Birkla 2) Economic Development Area: 126th Street 3) Project Summary: Mixed-use development, multiple buildings. Total project budget: unknown 4) Anticipated Project Schedule TIF Request 2015 Design/Construction start 2016 5) Construction Milestones : n/a 6) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC Purchase Agreement All agreements and the design will seek Council approval based on Ordinance Z-571-13 5/21/15 approved Project Agreement -draft in progress- 7) CRC Commitments No commitments have been made at this point in the negotiations. PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 13 MIDTOWN 1) Developer Partner(s): Old Town Development/ Barrett & Stokely 2) Economic Development Area: Old Town 3) Project Summary: Mixed-use development, multiple buildings. Total project budget: unknown Secured Tenants: Merchants Bank, Miller Auto Care 4) Anticipated Project Schedule TIF Request 2015 Design/Construction Start Late 2015/2016 5) Construction Milestones : n/a 6) Council and/or CRC Action Items ACTION ITEM CITY COUNCIL CRC None at this time 7) CRC Commitments No commitments have been made at this point in the negotiations. PROJECT UPDATES September 10, 2015 CRC Report for September 21, 2015 City Council Meeting Page | 14 Respectfully submitted, Corrie Meyer, AICP, RLA Director Carmel Redevelopment Commission/Department September 10, 2015 Prepared for David Bowers and Bob Dalzell -End Report- CRC Meeting, August 19, 2015 1 CARMEL REDEVELOPMENT COMMISSION Meeting, Wednesday, August 19, 2015 ATTENDANCE: President Bill Hammer Present Vice President Dave Bowers Present Secretary Jeff Worrell Not Present Treasurer Diana Cordray Not Present Member Bill Brooks Present Member Robert Dalzell Present Member Michael Kerschner Present Executive Director Corrie Meyer Present Office Manager Michael Lee Present Legal Consultant Karl Haas Present President Bill Hammer called the meeting to order at 6:35 p.m. The Pledge of Allegiance was said. Approval of Minutes July 15, 2015: Mr. Dalzell moved to approve, seconded by Mr. Bowers. Unanimously approved. Financial Matters Mr. Lee stated the end of month July balance of the Commission totaled $4,441,956.00 and, with restricted funds, the total was $9,533,219.00. Mr. Lee said the only outstanding receivables are the reimbursements for the Project Blue invoices in the amount $13,955.00 Approval of Claims Mr. Lee requested the Commission approve non-operating invoices in the amount of $295,074.06. Mr. Brooks moved to approve payment of non-operating invoices in the amount of $295,074.06, seconded by Mr. Dalzell. Passed unanimously. Approval of Change Orders Mr. Lee stated there were no change orders at this time. Executive Director Report with Update on Properties Mrs. Meyer provided an update regarding the following construction projects: the Nash streetscape, the Mezz and the Monon at 3rd Ave. Tenants will be moving into building on 3rd Ave. on September 1st. Discussion ensued. Committee Reports Mr. Bowers stated there was nothing to report from the Finance Committee. Mr. Dalzell stated the Architectural Review Committee had nothing to report. Old Business None at this time. CRC Meeting, August 19, 2015 2 New Business Approval of Resolution 2015-8 Re: transfer of property located at 130 First Avenue SW from the City to the CRC Mrs. Meyer provided background and explained the City transferred the Firebuffs Museum to the CRC, and the CRC accepted. When the City Council made their action to transfer, they edited their resolution to reflect the language proposed in this Resolution. In essence, the CRC sells the property, it needs to deed the parcel/building back to the City to protect the museum and its history. Mr. Brooks moved to approve revised Resolution 2015-8 Re: transfer or property located at 130 First Avenue SW from the City to the CRC. Mr. Bowers and Mr. Dalzell seconded. Approved unanimously. Approval of FVB Energy’s proposal for a feasibility study of a Midtown energy district Mrs. Meyer gave background and requested that a feasibility study be conducted to determine if an energy district in Midtown is an effective alternative of energy distribution for hot and chilled water. The CRC wants questions answered not only about the engineering capabilities of the district but also the financing and savings for consumers. The study could take 6-8 weeks and they could discuss their findings at the October 21st CRC meeting, unless a special meeting is called. The proposal is valid past the July 31st date listed on study document. Mr. Brooks motioned to have this action item added to the agenda. Mr. Dalzell seconded and approved unanimously. Mr. Dalzell motioned to approve the proposal from FVB Energy in the amount of $18,500.00 to conduct a feasibility study for an energy district in Midtown. Seconded by Mr. Bowers, unanimously approved. Approval of David M. Schwarz Architects’ proposal for master plan revision and conceptual design services for City Center Hotel and Conference Center Mrs. Meyer presented background and stated by beginning the design process now, the timing of the final design for the hotel will ensure a smoother integration with Pedcor’s plans for the rest of the site. The architect firm also designed the Palladium. Mr. Brooks motioned to have this action item added to the agenda. Mr. Bowers seconded and approved unanimously. Discussion ensued concerning the action item. Mr. Kerschner asked for details and clarification. Mr. Haas provided legal advice. Mr. Brooks motioned to approve the proposal from David M. Schwarz Architects in the amount of $24,999.00 for master plan revisions and conceptual design services regarding the City Center Hotel and Conference Center. Mr. Bowers seconded. Approved unanimously. Mr. Hammer noted that, although they designed the Palladium, the primary portion of the architect firm’s business is commercial and retail projects, so they do have experience in this area. Mr. Bowers asked if this addition will change the budget and Mr. Lee stated it wouldn’t. Other Business Mr. Lee stated a correction in early discussions on payments of the reflecting pond. Adjournment Mr. Bowers moved the meeting be adjourned pending the execution of documents and seconded by Mr. Dalzell. The meeting was adjourned at 7:01 p.m. CRC Meeting, August 19, 2015 3 The next regularly scheduled meeting is Wednesday, September 16, 2015 at 6:30 p.m. An executive session was held directly prior to the public meeting in which the purchase or lease of real property was discussed. The Commission hereby certifies that no subject matter was discussed in the executive session other than the subject matter specified in the public notice. 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w e r s , V i c e P r e s i d e n t J e f f W o r r e l l , S e c r e t a r y W i l l i a m B r o o k s , M e m b e r Ap p r o v e d S e p t e m b e r 1 6 , 2 0 1 5 Pa g e 1 N o n O p e r a t i n g S u b m i s s i o n c o v e r s h e e t S e p t e m b e r 2 0 1 5 . x l s Carmel Redevelopment Commission Annual Budget Summary Update as of 8/31/15 Reference BCD E FGReference 1 Actual Actual PROJECTED Revised Budget 1 2 July August September Total % Complete Approved 2 3 Projections 7/15/2015 3 4 BEGINNING BALANCE WITHOUT  RESTRICTED FUNDS $11,548,572 $4,441,956 $4,167,559  4 5 5 6 RECEIPTS ‐ TIF  6 7 Interest 29                               7 8 Restricted TIF Revenue 8 9 Parkwood TIF 1,954,580                  56%1,954,580 9 10 Unrestricted TIF Revenue 10 11 Increment Net of Developer Pass Through (691,723) 0 17,076,430               54%17,076,430 11 12 Total TIF (691,723) 0 ‐                                 19,031,010               54%19,031,010 12 13 13 14 Less Transfers to Reserves 14 15 Transfer to Supplemental Reserve Fund ‐ Parkwood TIF 0 0 ‐                                 1,954,580                  56%1,954,580 15 16 Transfer to Supplemental Reserve Fund ‐ Excess TIF per RDA 157,817 157,817 100%157,817 16 17 Total Transfers to Reserves 157,817 0 ‐                                 2,112,397                  60%2,112,397 17 18 18 19 Less Debt Service 19 20 Certificates of Participation, Series 2010C 682,113 0 1,363,619                  50%1,363,619 20 21 Illinois Street Bond 458,324 0 913,169                     50%913,169 21 22 2013 Illinois Street Bond 110,013 0 220,025                     50%220,025 22 23 2005 and 2014 PAC Lease 00 5,653,000                  50%5,653,000 23 24 2012 Lease 4,980,000 0 9,962,000                  50%9,962,000 24 25 Total Debt Service 6,230,449 0 ‐                                 18,111,813               50%18,111,813 25 26 26 27 TOTAL RECEIPTS ‐ TIF (7,079,988) 0 0 (1,193,170)0%(1,193,200)              27 28 28 29 RECEIPTS ‐ NON TIF  29 30 Interest 935                          538                        4,369                          30 31 Energy Consumption Payments 26,922 0 53,843 323,060                     58%323,060 31 32 REI Energy Payments (2015) 10,462 0 10,462 125,538                     75%125,538 32 33 4CDC Grants 00109,298                    400,000                     36%400,000 33 34 Civic Rent 00 250,000                     0%250,000 34 35 Keystone Group, LLC Receivable (Bond Enhancement) 2014 0 0 190,092                     100%190,092 35 36 Keystone Group, LLC Receivable (Bond Enhancement) 2015 0 0 185,094                     0%185,094 36 37 Sale of Real Property 0 0 00%037 38 Miscellaneous Receipts 143,124 0 220,175 94%218,425 38 39 TOTAL RECEIPTS ‐ NON TIF 181,442                538                      173,603                  1,698,328                 49%1,692,209 39 40 TOTAL RECEIPTS   (6,898,546)538 173,603 505,158 499,009 40 41 41 42 42 43 EXPENDITURES 43 44 Project Professional Fees 44 45 Legal Fees 555 6,548 584 362,000                     47%362,000 45 46 Architecture/Engineering Fees 38,742 0 7,995 75,700                       51%75,700 46 47 City Center Design Soft Costs 2,000 16,625 21,800 331,300                     0%331,300 47 48 Accounting Fees 0 1,773 525 31,450                       58%31,450 48 49 Miscellaneous Professional Fees 0 2,500 1,800 30,000                       9%30,000 49 50 Construction 50 51  Mezz Building Site Construction 0 64,049 ‐                                 334,306                     51%334,306 51 52  Mezz Utility Relocation 0 0 83,333                      250,000                     0%250,000 52 53  Nash Streetscape 2,188 0 12,027                      44,208                       67%48,335 53 54 Capital Improvement Projects 0 182,940 335,893                    2,425,447                  20%2,425,447 54 55 Bond and Trustee Fees 0 500 15,512 22,272                       14%22,922 55 56 Village Financial Secondary IPC 37,474 0 138,788                     71%138,788 56 57 2006 COIT Refunding Bond 0 0 959,243                     50%959,243 57 58 Reimbursement of Actual Expenditures for Redevelopment Department 127,111 0 400,995                     42%400,995 58 59 Sophia Square Garage Expenses 0 0 106,307                    300,000                     0%300,000 59 60 Miscellaneous Expenditures 0 0 10,000                      9%10,000 60 61 TOTAL EXPENDITURES 208,070                274,935               585,777                  5,715,708                 30%5,720,486                61 62 TRANSFERS FROM RESTRICTED FUNDS 62 63 Transfer from Energy Center Consumption Reserve 500,000 0%500,000 63 64 Transfer from Civic Rent Reserve 200,000 0%200,000 64 65 Total Transfers From Restricted Funds 00 0 700,000 700,000 65 66 666767 68  ENDING BALANCE WITHOUT RESTRICTED FUNDS $4,441,956 $4,167,559.26 $3,755,385 $519,918 508,992                   68 69 RESTRICTED FUNDS 69 70 Energy Center Consumption Reserve Beginning Balance 502,055 502,161 502,226                    501,760 100%500,000                     70 71 Civic Rent Reserve Beginning Balance 802,341 802,510 802,613                    801,870 100%800,000                     71 72 Supplemental Reserve Fund Beginning Balance 3,627,978             3,786,592 3,787,081               2,526,433                 100%2,526,168                72 73 RESTRICTED FUNDS BEGINNING BALANCE 4,932,375               5,091,263             5,091,920                 3,830,063 3,826,168                  737474 75 TRANSFERS IN/(OUT) OF RESERVES 75 76 Energy Center Consumption Reserve Transfers In/(Out) 106 65 (499,535)0%(500,000)76 77 Civic Rent Reserve Transfers In/(Out) 169 104 (199,256)0%(200,000)77 78 Supplemental Reserve Fund Transfers In/(Out) 158,614                489 ‐                               2,115,168 60%2,112,397 78 79 TOTAL RESERVE FUNDS TRANSFERS 158,888                657                      0 1,416,377 89%1,412,397                798080 81 ENDING BALANCE FOR RESTRICTED FUNDS 5,091,263 5,091,920 5,091,920               5,246,439                 5,238,565                81 82 ENDING BALANCE WITH RESTRICTED FUNDS $9,533,219 $9,259,479 $8,847,305 $5,766,357 $5,747,557 82 A ‐1‐ Carmel Redevelopment Commission Meeting Agenda Item Action Item # 1 PRESENTER Mike Lee ACTION REQUESTED Approval ITEM/SUBJECT Approval of Change Order for the Mezz streetscape per State Board of Accounts requirements in the amount of $2,865.54 payable from 902 funds. BUDGET APPROPRIATION $2,865.54 MEETING DATE September 16, 2015 SUMMARY: Please refer to the change order attached. MOTION: Motion to approve the Change Order for the Mezz streetscape per State Board of Accounts requirements, in the amount of $2,865.54 payable from 902 funds. Carmel Redevelopment Commission Meeting Agenda Item Action Item # 2 PRESENTER Corrie Meyer ACTION REQUESTED Approval ITEM/SUBJECT Acceptance of engagement letters from legal firms BUDGET APPROPRIATION N/A MEETING DATE September 16, 2015 SUMMARY: The CRC staff requests that the Commission accept engagement letters from two legal firms for their services. Drewry Simmons Vornehm LLP will provide legal services in relation to the construction of the Park East Garage. Keller Macaluso LLC will provide legal services for various real estate matters. MOTION: Motion to accept the engagement letters from law firms Drewry Simmons Vornehm LLP and Keller Macaluso LLC for their services.