The URL can be used to link to this page

Home My WebLink About252831 12/15/15 `V "f CITY OF CARMEL, INDIANA VENDOR: 00351368 ® it ONE CIVIC SQUARE WALLACK SOMERS & HAAS PC CHECK AMOUNT: $`.'""28,460.25' ?Q CARMEL, INDIANA 46032 ONE INDIANA SQUARE CHECK NUMBER: 252831 _roN SUITE 2300 CHECK DATE: 12/15/15 INDIANAPOLIS IN 46204 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340000 23715 9,417.25 LEGAL FEES 902 4340000 23716 278.00 LEGAL FEES 902 4340000 23717 2,675.75 LEGAL FEES 902 4340000 23720 16,089.25 LEGAL FEES Wallack Somers & Haas, P.C. October 2015 Non Operating Invoices Invoice Invoice Account Date Number Number Amount Description 11/11/2015 23715 4460805 $ 9,417.25 P 5 23717 4340000 $ 2,675.75 Meridian and Main 23720 4340000 $16,089.25 Midtown 23716 4340000 $ 278.00 General Total $28,460.25 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 11 -1q-15P06 :34 RCVD Indianapolis, IN 46204 Phone: 317/23 1-9000 Fax: 317/231-9900 City of Carmel Nov 11, 2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carmpajce15 Carmel, IN 46032 Inv #: 23715 Attention: Mike Lee RE: Pal-eel5 DATE EXPLANATION ATTY HRS Sep-22-15 Meeting preparation: Review notes and file regarding KPH 0.30 design-build and project agreement issues. Meeting with C. Meyer, B. Cordingley, and Pedcor project KPH 1.00 team;Address design-build and project agreement issues and hotel project and future phase 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; Consider project agreement modifications. Sep-28-15 Review notes, file, and correspondence. KPH 0.20 Preparation for Tuesday Pedcor team meeting: Consider KPH 0.30 coordination of project agreement provisions and Pedcor design-build responsibilities. Sep-29-15 Meeting preparation; Review notes and file. KPH 0.30 Meeting with C. Meyer, B. Cordingley, and Pedcor project KPH 1.20 team;Attend to design-build process, design-build documents, developer responsibility, design coordination, and project agreement revisions; Follow up conference with C. Meyer. Oct-05-15 Meeting preparation. KPH 0.20 Emails with C. Meyer regarding design-build documents and KPH 0.20 Tuesday meeting agenda. Oct-10-15 Conference call with Pedcor design team;Address KPH 0.70 design-build agreement issues. Outline terms of amended and restated second component KPH 0.60 project agreement. Oct-12-15 Review and revise restated second component project KPH 2.20 agreement;Address documentation and implementation of developer responsibility, design coordination, and construction coordination. Review notes and file; Meeting preparation. KPH 0.30 Oct-13-15 Consider documentation and implementation of developer KPH 0.30 responsibility, design coordination, and project agreement revisions. Review and revise restated second component project KPF-I 2.50 agreement. Attend to Commission approval and meeting agenda; Email KPH 0.10 to C. Meyer regarding same. Distribute revised restated second component project KPH 0.20 agreement; Emails to C. Meyer regarding same. Calls with J. Brainard regarding KPH 0.40 alternative developer proposal, and City investment mechanism; Emails. Outline in ity KPH 0.70 investment in HQ. Call with M. Averitt regarding JIM1111016JEWstatus, KPH 0.40 alternative developer proposal, and City investment mechanism. Review and analyze Allied HQ developer proposal KPH 1.70 comparison; Determine proposal gap. Oct-14-15 Outline ' I ' III s mechanism for City KPH 0.30 investment in HQ. Calls and emails with B. Donaldson regarding JM finance KPH 0.30 structure. Calls and emails with C. Meyer regarding HQ status, KPH 0.30 developer proposal, and City investment mechanism. Email to J. Brainard regarding HQ status, developer KPH 0.20 proposal, and City investment mechanism. Follow up with Pedcor regarding HQ status, developer KPH 0.20 proposal, and revised Pedcor lease proposals; Emails. Oct-16-15 Follow up on corporate HQ status, developer proposal, and KPH 0.60 city investment mechanism; Emails. Oct-19-15 Follow up on project issues and meeting agenda; Emails with KPH 0.20 C. Meyers. Initial summary review and design-build documents. KPH 1.00 Oct-20-15 Check on design-build provisions in restated second KPII 0.20 component project agreement. Oct-21-15 Meeting preparation; Review notes and file; Consider KPH 0.30 summary information points. Attend executive session;Advise regarding project issues. KPH 0.30 Notate file regarding Commission discussion. KPH 0.10 Oct-23-15 Conference call with J. Brainard. KPH 0.20 Conference call with B. Urbanski regarding City investment KPH 0.50 options in HQ building. Follow up with J. Brainard. KPH 0.10 Oct-24-15 Review restated second component project agreement; KPH 0.30 Identify additional changes to be made. Oct-26-15 Review restated second component project agreement; KPH 1.40 Identify additional changes to be made. Conference call with C. Meyer regarding design-build KPH 0.40 process, design-build documents, developer responsibility, design coordination, and project agreement revisions. Review and revision of restated second component project KPH 0.70 agreement based on C. Meyer comments previously identified changes. Distribute restated second component project agreement; KPH 0.10 Emails. Oct-27-15 Meeting preparation; Review notes and file. KPH 0.30 Meeting with C. Meyer, M. Drewry, B. Cordingley, and KPH 1.10 Pedcor project team;Attend to'design-build process, design-build documents, developer responsibility, design coordination, and project agreement revisions; Follow up conference with C. Meyer and M. Drewry. Review documents; Consider documentation and KPH 0.70 implementation of developer riesponsibility, design coordination, and project agreement revisions. Preliminary review of design-build documents. KPH 0.40 Further review and revision of restated second component KPH 0.40 project agreement. Call with R. Brown; Emails. KPH 0.10 Oct-28-15 Attend to restated second component project agreement and KPH 0.40 R. Brown questions regarding agreement; Review agreement. Emails with R. Brown. KPH 0.10 Attend to design-build contracts;Address coordination of KPH 0.40 same with restated second component project agreement. Emails with M. Drewry. KPH 0.10 Revise restated second component project agreement to be KPH 1.00 consistent with design-build process. Totals 27.10 Total Fees $9,417.25 Total Disbursements $0.00 Total Fees and Disbursements $9,417.25 Previous Balance $10,240.25 Previous Payments $9,753.75 Balance Due Now $9,903.75 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Nov 11, 2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carrnain Carmel, IN 46032 Inv #: 23717 Attention: Mike Lee 11-11-15P06 :35 RCVD RE: Meridian and Main DATE EXPLANATION AI'TY HRS Oct-02-15 Follow up on meeting issues; Emails with J. Scimia. KPH 0.20 Oct-05-15 Review notes and file; Meeting preparation. KPH 0.30 Meeting with J. Scimia regarding restated project agreement KPH 1.80 and changes to developer bond deal. Follow up on meeting issues; Notate file. KPH 0.20 Oct-06-15 Attend to changes to developer bond deal, project agreement JRS 1.80 revisions, and incorporation of same in restated project agreement. Oct-13-15 Attend to Commission approval and meeting agenda; Email KPH 0.10 to C. Meyer regarding same. Oct-21-15 Meeting preparation; Review notes and file; Consider KPH 0.30 summary information points. Attend executive session;Advise regarding project issues. KPH 0.20 Follow up conferences with Commissioners; Notate file. KPH 0.20 Oct-22-15 Meeting preparation; Review notes and file; Compile issues KPH 0.60 list. Meeting with C. Meyer, J. Browning, J. Scimia, L. Matthes, KPH 1.30 and B. Donaldson; Address developer bond issuance matters and deal issues. Follow up conference with L. Matthes. KPH 0.30 Follow up on meeting issues; Call with J. Scimia. KPH 0.40 Totals 7.70 Total Fees $2,675.75 Total Disbursements $0.00 Total Fees and Disbursements $2,675.75 Previous Balance $243.25 Previous Payments $243.25 Balance Due Now 52,675.75 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 City of Carmel Nov 11, 2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter:irm-Midtown Carmel, IN 46032 Inv #: 23720 Attention: Mike Lee RE: Midtown 11 -17-15P06 :35 RCVD 7 DATE EXPLANATION XFTY HRS Sep-22-15 Conference with C. Meyer regarding project agreement and KPH 0.20 bond financing issues. Follow up on project agreement and bond financing issues; KPH 1.30 Consider bond financing parameters and models. Draft master project agreement. JRS 3.80 Sep-28-15 Follow up on project agreement issues and status. KPH 0.20 Emails with C. Meyer regarding project agreement status. KPH 0.10 Draft master project agreement. JRS 0.50 Sep-29-15 Draft master project agreement. JRS 3.30 Sep-30-15 Attend to bond administration fee, type of obligation, and KPH 0.30 documentation of obligation. Review and revise master project agreement bond financing KPH 0.90 provisions; Extended memo and email to C. Meyer explaining agreement structure generally and financing provisions specifically. Draft master project agreement and first phase project JRS 3.80 agreement. Oct-01-15 Review notes and file; Meeting preparation. KPH 0.30 Project status, phasing, and financing meeting with C. KPH 1.20 Meyer, J. Moffatt, Old Town project team, and CRC project and financing teams. Follow up conferences with CRC team members. KPH 0.30 Draft master project agreement and first phase project JRS 3.70 agreement. Oct-02-15 Follow up on meeting issues; Emails with A. Greenwood. KPH 0.20 Draft first phase project agreement; Review and revise JRS 3.80 master project agreement. Oct-05-15 Calls and emails with A. Greenwood;Additional emails with KPH 0.20 C. Meyer. Draft first phase project agreement; Review and revise JRS 2.80 master project agreement. Oct-06-15 Draft first phase project agreement; Review and revise JRS 2.70 master project agreement. Oct-07-15 Review and revise master project agreement; Emails. KPH 1.50 Oct-08-15 Review and revise bond issuance conditions in master KPH 1.00 project agreement. Oct-09-15 Review and revise bond issuance conditions in master KPH 1.70 project agreement;Ascertain that all conditions and variables are addressed. Oct-10-15 Review notes and file; Meeting preparation. KPH 0.30 Project structure and public financing meeting with C. KPH 1.40 Meyer, M. Lee, J. Moffatt, and Old Town project team. Follow up conference with C. Meyer. KPH 0.20 Oct-12-15 Attend to Commission parcel acquisition rights; Draft KPH 1.30 acquisition provisions in master project agreement. Follow up on corporate HQ decision and developer financial KPH 0.40 information; Emails with C. Meyer. Oct-13-15 Attend to master project agreement financial definitions. KPH 0.30 Review and analyze Allied IIQ developer proposal KPH 0.70 comparison; Determine proposal gap. Review and revise master project agreement per notes from JRS 3.70 K. Haas; Review and revise first phase project agreement to conform to revised master project agreement. Oct-21-15 Meeting preparation; Review notes and file; Consider KPH 0.30 sununary information points. Attend executive session; Advise regarding project issues. KPH 0.30 Follow up conferences with Commissioners; Notate file. KPH 0.20 Oct-27-15 Project status and issues conference with C. Meyer. KPH 0.20 Review and revise master project agreement and first phase JRS 1.20 project agreement to reflect project and deal changes; Prepare list of ancillary documents. Oct-28-15 Review notes and file; Prepare for conference call with A. KPH 0.30 Greenwood. Project structure and issues conference call with A. KPH 0.90 Greenwood; Respond to A. Greenwood questions regarding structure; Explain deal structure; Discuss fiirther project and deal changes. Calls and emails with C. Meyer regarding A. Greenwood KPH 0.30 conference call and project structure questions. Focus on facility fee and administration fees; Preliminary KPH 0.50 outline of same. "Totals 46.30 Total Fees $16,089.25 Total Disbursements $0.00 Total Fees and Disbursements $16,089.25 Previous Balance $9,973.25 Previous Payments $9,625.75 Balance Due Now $16,436.75 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Phone: 317/231-9000 Fax: 317/231-9900 Citv of Carmel Nov 11, 2015 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Matter: carmisc Carmel, IN 46032 Inv #: 23716 Attention: Mike Lee RE: General Matters 1 1-17-15 P 0 6:3 4 R C V D DATE EXPLANATION ATTY NRS Oct-21-15 Attend executive session;Advise regarding various issues. KPH 0.20 Attend Commission meeting;Advise regarding procedural KPH 0.60 matters;Attend to consultant reports; Advise regarding contract rights. Totals 0.80 Total Fees $278.00 Total Disbursements 50.00 Total Fees and Disbursements $278.00 Previous Balance $1,689.75 Previous Payments $1,689.75 Balance Due Now $278.00 Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Form No.201(Rev.1995) 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 / Purchase Order No. One _Tof 1 an&, 5,uQre SUS+e 2300 Terms 1 d h Q 16 20 Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) 2-3-115 e 6+ r0) et 7 - 2-3117 -2.3717 e k. �eU ftr Atr'1416 4Ax'n b' vl 2 7s II I S 2 3-72 Zq&1 Cd /' Algtw2-5 i Total 2 160 2S 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. �/ '/ ALLOWED 20 W44, Somers � 1� &5 — IN SUM OF $ 0 n e Tnd 16% :� gkre , 5u,1fe 2300_ $ ON ACCOUNT OF APPROPRIATION FOR 60) Board Members PO#or INVOICE NO. ACCT#/TITLE AMOUNT DEPT.# I hereby certify that the attached invoice(s), Z I or bill(s) is (are) true and correct and that Q '23717 %006 -2,67575 the materials or services itemized thereon 4 fl 00 )6 ZS for which charge is made were ordered and Oil qU b 27 ,oa received except 20[5 Signature Executive Direc or Title Cost distribution ledger classification if Carmel Redevelopment Commission claim paid motor vehicle highway fund