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Home My WebLink About250895 10/21/15 a°r'WAb CITY OF CARMEL, INDIANA VENDOR: 00351368 ONE CIVIC SQUARE WALLACK SOMERS &HAAS PC CHECK AMOUNT: $****22,769.00' ?a CARMEL, INDIANA 46032 ONE INDIANA SQUARE CHECK NUMBER: 250895 SUITE 2300 CHECK DATE: 10/21/15 INDIANAPOLIS IN 46204 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340000 23597 9,625.75 LEGAL FEES 902 4340000 23598 243.25 LEGAL FEES 902 4460810 23600 239.00 SHAPIRO'S 902 4460816 23601 174.00 PELTON 902 4460849 23602 508.75 TUESDAY MORNING 902 4460807 23603 104.25 PERFORMING ARTS CENTE 902 4460807 23604 169.50 PERFORMING ARTS CENTE 902 4340000 23605 261.00 LEGAL FEES 902 4340000 23606 1,689.75 LEGAL FEES 902 4460805 23607 9,753.75 RETAIL SITE #5 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis,IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carmparcel5 Carmel, IN 46032 Inv #: 23607 Attention: Mike Lee RE: Parcel r DATE EXPLANATION ATTY HRS Jul-01-15 Review notes,file,and transaction documents. KPH 0.20 Conference call with R. Brown,J. Rivera,B. Donaldson, and KPH 0.80 J. Shoup regarding second component and bond issuance. Confirm conference call responses;Notate file. KPH 0.20 Jul-07-15 Telephone call with R. Brown and C. Uhlarik regarding JRS 0.40 easements over portion of Parcel s owned by CRC;Locate relevant agreements and send to R. Brown with explanation. Jul-23=15 Review notes,file, and project agreement in preparation for KPH 0.30 call with C. Meyer. Conference call with C. Meyer regarding Pedcor services as KPH 0.40 Owner's representative and construction manager, responsibility for latent defects,and project agreement revisions. Post-call further review of project agreement; Update notes KPH 0.30 and file. Jul-27-15 Review C.Meyer draft of Pedcor scope of services as KPH 0.80 owner's representative and construction manager. Determine additions and revisions to scope of services; KPH 1.10 Extended memo and email to C. Meyer regarding same. Consider scope of services and resulting revisions to project KPH 0.40 agreement. Jul-28-15 Review notes,file,project agreement,and Pedcor services KPH 0.40 scope. Meeting with C. Meyer, B. Cordingley, and Pedcor project KPH 1,00 team:Discuss Pedcor services-scope,responsibility for latent defects, and project agreement revisions. Make notes regarding changes to Pedcor services scope and KPH 0.30 project agreement revisions. Aug-03-15 Review component#2 project agreement to determine scope KPH 0.80 of revisions to accommodate design-build project with Pedcor as owner's representative and construction manager. Meeting preparation: Consider combination of owner's KPH 0.40 representative and construction manager roles;Research background materials on combined roles. Aug-04-15 Review component 42 project agreement to determine scope KPH 0.40 of revisions to accommodate design-build project with Pedcor as owner's representative and construction manager. Meeting with C. Meyer,B._Cordingley, and Pedcor project KPH 0.80 team:Discuss Pedcor services scope,responsibility has owner's representative and construction manager,and project agreement revisions. Follow up conference with C.Meyer: Discuss Pedcor KPH 0.20 assignment of parking garage design plans and responsibility _ for plan defects. Make notes regarding changes to project agreement; Follow KPH 0.30 up on meeting issues. Meeting preparation. KPH 0.20 Aug-10-15 Attend to project agreement amendment; Identify provisions KPH 0.40 requiring revision. Aug-18-15 Meeting preparation; Review notes and file regarding project KPH 0.20 agreement amendments. Meeting with C. Meyer, B. Cordingley, and Pedcor project KPH 0.80 team;Address: design-build agreement issues,project agreement restatement issues,and future development phases and coordination with approved bond financing. Follow up conference with C:Meyer regarding meeting KPH . 0.20 issues. Aug-19-15 Lead executive sessidn discussion regarding stat of project KPH 0.20 construction and bond issuance. Attend regular meeting property updates regarding parcel KPH 0.20 projects. Meeting follow up conferences with Commissioners. KPH 0.20 Aug-24-15 Review and notate design-build RFQ. KPH 0.90 Aug-25-15 Meeting preparation: Review notes and file regarding KPH 0.20 design-build issues and Pedcor responsibilities. Meeting with C. Meyer,B. Cordingley, and Pedcor project KPH 0.80 team;Address: design-build agreement issues,project agreement restatement issues;and future development phases and coordination with approved bond financing. Follow up conference with C. Meyer regarding meeting KPH 0.20 issues. Aug-31-15 Revise restated Project Agreement to address design-build KPH 0.70 requirements and,responsibilities. Sep-01-15 Meeting preparation: Review notes and file regarding KPH 0.20 design-build issues and Pedcor responsibilities. Meeting with C. Meyer,B. Cordingley, and Pedcor project KPH 1.00 team,address: design-build agreement issues and project agreement restatement issues. Follow up conference with C. Meyer regarding meeting KPH 0.20 issues. Sep-04-15 Revise restated project agreement; Modify inspection KPH 0.70 provisions. Sep-08-15 Meeting preparation: Review notes and file regarding KPH 0.30 design-build issues and agreements; Review notes and file regarding Project Agreement restatement. Meeting with C. Meyer,B. Cordingley, and Pedcor project KPH 1.00 team;Address: design-build agreement issues and Project Agreement restatement issues. Follow up conference with C. Meyer regarding meeting KPH 0.20 issues. Revise restated Project Agreement. KPH 0.60 Sep-11-15 Review notes and file regarding design-build issues and KPH 0.20 agreements. Conference call with Pedcor design team to address KPH 0.60 design-build agreement issues. Amend and restate project agreement to reflect design-build KPH 0.90 arrangement. Sep-12-15 Attend to design-build issues and agreements;Extended KPH 0.70 memo and email regarding same to C. Meyer. Sep-13-15 Review notes and file regarding design-build issues and KPH 0.20 agreements. Conference call with M.Drewry regarding design-build KPH 0.40 issues and agreements. Sep-14-15 Attend to design-build issues and agreements; Memo and KPH 0.40 email regarding same to C.Meyer. Attend to multiple emails regarding design/build process. JRS 0.30 Sep-15-15 Meeting preparation: Review notes and file regarding KPH 0.30 design-build issues and agreements. Pre-meeting conference with C. Meyer and M. Drewry. KPH 0.20 Meeting with C. Meyer,M. Drewry,B. Cordingley,and KPH 1.00 Pedcor project team;Address design-build agreement.issues. Follow up conference with C.Meyer regarding meeting KPH 0.20 issues. Follow up on meeting issues; Check Project Agreement KPH 0.40 regarding coordination of Project Agreement provisions and Pedcor design-build responsibilities. Follow up conference call with M. Drewry,R. Brown,and KPH 0.70 Pedcor design team. Review and notate M. Drewry outline of design-build KPH 0.70 documents and issues. Sep-16-15 Attend regular meeting property updates regarding parcel KPH 2.00 project plan approvals. Totals 28.10 Total Fees $9,753.75 Total Disbursements $0.00 Total Fees and Disbursements $9,753.75 Previous Balance $734.25 Previous Payments $247.75 Balance Due Now $10,240.25 Wallack Somers &Haas, P.C. One Indiana Square Suite 2300 Indianapolis,IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matterarmparcel7a Carmel, IN 46032 Inv #: 23603 Attention: Mike Lee RE: Parcel 7A DATE EXPLANATION ATTY HRS Sep-16-15 Attend regular meeting: Discuss property updates regarding KPH 0.20 parcel projects. Sep-28-15 Respond to question regarding Palladium hardscape. KPH 0.10 Totals 0.30 Total Fees $104.25 Total Disbursements $0.00 Total Fees and Disbursements $104.25 Previous Balance $130.50 Previous Payments $130.50 Balance Due Now $104.25 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Cannel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matterarmparcel7c Carmel,IN 46032 Inv #: 23604 Attention: Mike Lee RE: Parcel 7C DATE EXPLANATION ATTY HRS Jul-09-15 Review Anderson-Birkla agreements regarding ownership RRW 0.30 and payment obligations. Sep-16-15 Attend regular meeting property: Discuss updates regarding KPH 0.30 parcel projects. Totals 0.60 Total Fees $169.50 Total Disbursements $0.00 Total Fees and Disbursements $169.50 Previous Balance $4,076.25 Previous Payments $521.25 Balance Due Now $3,724.50 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax:317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter:mnparcel10 Carmel, IN 46032 Inv #: 23600 Attention: Mike Lee RE: Parcel 10 DATE EXPLANATION ATTY HRS Aug-18-15 Meeting with C. Meyer, B. Cordingley, and Pedcor project KPH 0.20 team.;Address Shapiro's building reuse issues. Aug-25-15 Meeting with C. Meyer, B. Cordingley,and Pedcor project KPH 0.30 team;Address Shapiro's building reuse issues. Sep-02-15 Telephone call with M. Lee regarding notice to pay personal RRW 0.10 property taxes. Review notice to pay personal property taxes. RRW 0.10 Emails regarding notice to pay personal properly taxes. RRW 0.10 Totals 0..80 Total Fees $239.00 Total Disbursements $0.00 Total Fees and Disbursements $239.00 Previous Balance $69.50 Previous Payments $0.00 Balance Due Now $308.50 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matteranuparce116 Cannel,IN 46032 Inv #: 23601 Attention: Mike Lee RE: Parcel 16 DATE EXPLANATION ATTY HRS Aug-26-15 Telephone call with C.Meyer regarding enforcement of RRW 0.10 parking rights. Review declarations regarding enforcement of parking RRW 0.10 rights. Aug-27-15 Review declaration and owners'association documents RRW 0.40 regarding reserved parking enforcement obligations. Emails regarding reserved parking enforcement obligations. RRW 0.20 Totals 0.80 Total Fees $174.00 Total Disbursements $0.00 Total Fees and Disbursements $174.00 Previous Balance $195.75 Previous Payments $195.75 Balance Due Now $174.00 Wallack Somers &Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07, 2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matterarmparce149 Carmel,IN 46032 Inv #: 23602 Attention: Mike Lee RE: Parcel 49 DATE EXPLANATION ATTY HRS Jul-06-15 Emails regarding plaza management agreement. RRW 0.10 Telephone call with C. Meyer and M. Lee regarding plaza RRW 0.20 management agreement. Jul-07-15 Telephone call with C. Meyer regarding Plaza Management RRW 0.20 Agreement. Revise Plaza Management Agreement. RRW 0.10 Aug-05-15 telephone call with C.Meyer regarding Plaza Management RRW 0.20 Agreement. Revise Plaza Management Agreement. RRW 0.20 Aug-07-15 Revise Plaza Management Agreement. RRW 0.50 Emails regarding Plaza Management Agreement. RRW 0.00 Aug-25-15 Conference with C. Meyer regarding developer bond KPH 0.20 financing and plaza completion issues. Sep-01-15 Conference with C. Meyer regardingplaza management and KPH 0.20 maintenance issues. Sep-04-15 Review revised plaza management agreement. RRW 0.10 Emails regarding revised plaza management agreement. RRW 0.10 Totals 2.10 Total Fees $508.75 Total Disbursements $0.00 Total Fees and Disbursements $508.75 Previous Balance $434.75 Previous Payments $261.00 Balance Due Now $682.50 Wallack Somers &Haas, P.C. One Indiana Square Suite 2300 Indianapolis,IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07, 2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carmain Carmel,IN 46032 Inv #: 23598 Attention: Mike Lee RE: Meridian and Main DATE EXPLANATION ATTY HRS Sep-16-15 Attend executive session developer presentation regarding KPH 0.70 developer land purchase/sale and bond modifications. Totals 0.70 Total Fees $243.25 Total Disbursements $0.00 Total Fees and Disbursements $243.25 Previous Balance $238.13 Previous Payments $238.13 Balance Due Now $243.25 Wallack Somers &Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter:Tm-Midtown Carmel, IN 46032 Inv #: 23597 Attention: Mike Lee RE: Midtown DATE EXPLANATION ATTY HRS Aug-10-15 Review notes; Call with M. Petrie. KPH 0.10 Aug-11-15 Conference call with M. Petrie regarding requirements to KPH 0.40 market single-project TIF bonds. Aug-18-15 Conference with C. Meyer regarding developer team, KPH 0.60 proposed projects,developer bond financing, Aug-19-15 ea exec u ive session discussion regarding request for W KPH 0.50 VWNWbondM1Nft Assist executive session discussion regarding resolutions KPH 0.10 required.to acquire City land. Attend regular meeting approval.of resolutions required to KPH 0.20 acquire City land. Meeting follow up conferences with C. Meyer and KPH 0.40 Commissions. Aug-20-15 Review project correspondence. KPH 0.30 Emails regarding transition of CRC legal counsel. KPH 0.20 Aug-21-15 Review project file and background materials. KPH 0.80 Aug-24-15 Attend to Midtown project agreement,requested City KPH 0.50 backing, and pre-existing documents. Meeting with J.Ullom regarding project turn-over and _ , 1.00 transaction status. NWgd •law Sep-03-15 Meeting preparation;Review notes and file. KPH 0.30 Meeting with C. Meyer,M. Lee,J. Moffatt,B.Barrett,and KPH 1.20 developer project teams regarding project changes and phasing and bond financing and underwriting. Follow up on meeting issues, including; consider bond KPH 0.50 financing parameters and models and consider SBT back-up and back-up underwriting requirements. Sep-08-15 Conference with C. Meyer regarding Project Agreement and KPH 0.20 bond financing issues. Sep-1145 Conference with K. Haas regarding Project; Review JRS 0.80 information in preparation for drafting Project Agreements. Sep-14-15 Attend to Project Agreement issues;Advise regarding KPH 0.60 resolution of same. Review notes,compile list of questions regarding JRS 1.80 transaction; Draft Master Project Agreement. Sep-15-15 Conference with C. Meyer regarding Project Agreement and KPH 6.30 bond financing issues. Draft Master Project Agreement. JRS 1.00 Sep-16-15 Follow up on i underwriting KPH 0.30 requirement; Conferences with Commissioners regarding same. Attend to Project Agreement issues;Determine responses KPH 0.70 and answers to same. Draft Master Project Agreement. JRS 0.80 Sep-17-15 Meeting preparation;Review notes and file. KPH 0.30 Consider SBT back;-O"'.and bao ip underwriting KPH 0.30 . -. requirements. '" ' ' Meeting with C. M , M. Lee,J. Moffatt, and developer K)3H+" 1.20 project team regarding financing and underwriting. Follow up on meeting issues, including: consider bond KPH 0.20 financing parameters and models. Attend to CRC charge to developer for bond administration; KPH 0.20 Consider same. Emails with C. Meyer regarding CRC administrative fee. KPH 0.10 Attend to site plan and project components; Review site KPH 0.40 plans and drawings; Consider effect on Project Agreements. Emails regarding site plans,project components,and Project KPH 0.10 Agreements. Draft Master Project Agreement for east project;Review JRS 1.00 CRC meeting materials regarding Midtown. Sep-18-15 Conference with K. Haas regarding transaction. JRS 0.30 Sep-20-15 Consider aback-up underwriting concerns;Develop. KPH 1.90 underwriting protocol for evaluating developer security. {� h Outline underwriting protocol;Extended memo and email to KPH 1.30 D. Bowers and C. Meyer setting forth outline for evaluating Midtown developer security. Sep-21-15 Review notes and file regarding Project Agreement and bond KPH 0.30 financing issues. Consider back-up underwriting KPH 0.80 requirement. Meeting with D. Bowers, C. Meter, M.Lee,J. Moffatt,and KPH 1.20 developer project team regarding financing and underwriting. Follow up on meeting issues, including: consider bond KPH 0.50 financing parameters and models. Draft Master Project Agreement; Conference with K. Haas JRS 4.00 regarding same. Totals 28.70 Total Fees �9�9�3-2-5 \-14l 5 75 Total Disbursements $0.0 � Total Fees and Disbursements $9,973.25 Previous Balance $0.00 Previous Payments $0.00 Balance Due Now $9,973.25 Wallack Somers &Haas, P.C. One Indiana Square Suite 2300 Indianapolis,IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carmparty Carmel,IN 46032 Inv #: 23605 Attention: Mike Lee RE: PTR DATE EXPLANATION ATTY HRS Jul-22-15 Review comments to Project Agreement. RRW 0.60 Emails regarding comments to Project Agreement and RRW 0.10 conference call regarding same. Jul-24-15 Conference call with C. Meyer and J. Ullom regarding RRW 0.50 comments to Project Agreement. Totals 1.20 Total Fees $261.00 Total Disbursements $0.00 Total Fees and Disbursements $261.00 Previous Balance $195.75 Previous Payments $195.75 Balance Due Now $261.00 Wallack Somers & Haas P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Oct 07,2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carmisc Carmel,IN 46032 Inv #: 23606 Attention: Mike Lee RE: General Matters DATE EXPLANATION ATTY HRS Jul-06-15 Telephone call with C. Meyer and M. Lee regarding agenda RRW 0.10 for special meeting and regular meeting. Aug-16-15 Extended memo and email to C. Meyer regarding conference KPH 1.20 call with M. Petrie. Aug-17-15 Conference call with M. Petrie regarding means to make KPH 0.90 single site developer TIF bonds marketable; Follow up on meeting ideas. Aug-19-15, Prepare for executive session and regular meeting. KPH 0.30 Assist executive session discussion regarding permitted KPH 0.20 topics. Attend regular meeting presentations and discussion KPH 0.40 regarding agenda items. Sep-16-15 Prepare for executive session and regular meeting. KPH 0.30 Lead executive session regarding CRC alternatives to secure KPH 0.40 and benefit from developer land purchase/sale and bond modifications. Attend to legal services engagement letter approval. KPH 0.20 Follow up on CRC alternatives to secure and benefit from KPH 0.50 developer land purchase/sale; Conferences with Commissioners regarding same. Sep-22-15 Conference with C. Meyer regarding programmatic future KPH 0.10 bond financing parameters and models. Calls with lenders regarding bond financing parameters and KPH 0.30 models. Totals 4.90 Total Fees $1,689.75 Total Disbursements $0.00 Total Fees and Disbursements $1,689.75 Previous Balance $826.50 Previous Payments $826.50 Balance Due Now $1,689.75 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 YV A 5 hl E 0 r S84,45 Purchase Order No. Ohe Ind IdnQSTe .suite 2300 Terms 1hd1Qn�Fo�'Is,T/II 4 Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) io�1S 5 75 --v S 23 bpi -7 -T-15 23 60�F C 50 10 -IS 23 6 DO PID 239.00 0�-►s 23 60� Sd as - 1 l.U=►��s 23 59-1 10 �-►5 23 605 `f 26 00 Ill =1-1`► 23 b0� Geier1, U1,71 Total 22 60 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. I/ ALLOWED 20 tit �� Sr�rnPr� Yl!(l�� IN SUM OF $ One IniaduT re 23oa $ ON ACCOUNT OF APPROPRIATION FOR Board Members Po#or INVOICE NO. ACCT#/TITLE AMOUNT DEPT.# I hereby certify that the attached invoice(s), 90 2.3607 $0 7s or bill(s) is (are) true and correct and that 12 ID 6 C 25 the materials or services itemized thereon 2 2N UM-7 10 5° for which charge is made were ordered and 1 b % Wo 2311 received except 2 601 4MA 11V 23 2 50875 2.3 S 9 43 Dw 2,4 ?s °1 2 23 59 moo Z 11.105 3� 261 ab 02 2-366 6 0975 /0-19-20& Sig at re Executiv irector Title Cost distribution ledger classification if Carmel Redevelopment Commission claim paid motor vehicle highway fund