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HomeMy WebLinkAbout259877 06/24/16 i CITY OF CARMEL, INDIANA VENDOR: 022450 Q3 i. ONE CIVIC SQUARE BARNES &THORNBURG CHECK AMOUNT: $****43,873.65* CARMEL, INDIANA 46032 CHECK NUMBER: 259877 11 S MERIDIAN ST CHECK DATE: 06/24/16 INDIANAPOLIS IN 46204 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340000 1881118 36,895.52 LEGAL FEES 902 4340000 1881119 6,978.13 LEGAL FEES VOUCHER NO. WARRANT NO. Prescribed by State Board of Accounts City Form No.201(Rev.1995) BARNES &THORNBURG ALLOWED 20 ACCOUNTS PAYABLE VOUCHER IN SUM OF$ CITY OF CARMEL 11 S MERIDIAN ST An invoice or bill to be properly itemized must show:kind of service,where performed,dates service INDIANAPOLIS, IN 46204 rendered,by whom,rates per day,number of hours,rate per hour,number of units,price per unit,etc. $43,873.65 Payee ON ACCOUNT OF APPROPRIATION FOR Purchase Order# Redevelopment Commission Terms Date Due PO# ACCT# DATE INVOICE# DESCRIPTION DEPT# INVOICE# Fund# AMOUNT Board Members DEPT# FUND# (or note attached invoice(s)or bill(s)) AMOUNT 1881118 43-400.00 $36,895.52 1 hereby certify that the attached invoice(s),or 4/29/16 1881119 Proscenium project legal fees $6,978.13 902 902 902 902 1881119 43-400.00 $6,978.13 bill(s)is(are)true and correct and that the 4/29/16 1881118 Midtown project legal fees $36,895.52 902 902 1 materials or services itemized thereon for 902 1 902 which charge is made were ordered and received except Thursday,June 16,2016 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- Cost 20Cost distribution ledger classification if claim paid motor vehicle highway fund. Clerk-Treasurer BARNES & THORNBURG LLP 11 South Meridian Street Indianapolis,Indiana 46204-3535 U.S.A. E.I.N.35-0900596 (317)236-1313 Invoice 1881118 Page 2 CITY OF CARMEL REDEVELOPMENT COMMISSION April 29, 2016 ATTN: MICHAEL LEE, ASST. FINANCE MANAGER Brian L. Burdick 30 W. MAIN STREET, SUITE 220 00035130-000027 CARMEL, IN 46032 PAYABLE UPON RECEIPT 05-19-16P05-:124> _f�G�JD 00035130-000027 MIDTOWN DEVELOPMENT PROJECT For legal services rendered in connection with the above matter for the period ending March 31,2016 as described on the attached'detail. Fees for Services $ 3.6,827.50 Other Charges $ 68.02 TOTAL THIS INVOICE $ 36,895.52 '00035130-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 3 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 01/07/16 Bruce D. Donaldson Prepared for and attended meeting at CRC offices in Carmel 3.00 with C.Meyer, M. Lee, Matthes,Mouser and Haas,to discuss plan of finance and security structure for Midtown bonds. 01/13/16 Bruce D. Donaldson Reviewed latest package of project and finance materials from 0.40 developer and had related email correspondence with C. Meyer; reviewed follow up email from Haas. 01/14/16 Bruce D. Donaldson Reviewed and responded to . SammMluestion from 0.70 Mouser and reviewed redevelopment authority bonding statute in connection therewith; reviewed numbers from Umbaugh; had email correspondence with C.Meyer and Haas regarding potential to add to TIF area. 01/20/16 Bruce D.Donaldson Prepared draft of financing timetable for (a) creation of new 1.20 separate Midtown allocation area, and(b) approving lease financing and issuance of redevelopment authority bonds, and emailed draft to C.Meyer and working group. 01/25/16 Bruce D. Donaldson Reviewed email correspondence from C. Meyer and 0.40 documentation outlining project and financing proposal and timeline for Midtown, and had follow up email correspondence with C. Meyer. 01/27/16 Bruce D. Donaldson Reviewed email correspondence from C. Meyer and Mouser; 0.50 drafted and sent email memo to C. Meyer, Haas and Matthes regarding timetable for bond approvals and potential alternative financing mechanism 'wand City's 01/27/16 Anneliese V. Discussed project timeline and structure options with B. 0.20 Williams Donaldson;reviewed summary of structuring options. 01/28/16 Bruce D. Donaldson Reviewed and responded to additional email correspondence 1.80 from Matthes regarding various issues relating to Midtown project and financing; had related email correspondence with Haas and C. Meyer; participated in conference call with C. Meyer, Haas and Matthes;had follow up calls with Matthes and Mouser and email correspondence with working group. 01/29/16 . Bruce D. Donaldson Reviewed timetable and had meeting with A. Williams to 0.70 discuss plan of finance and needed documents for Midtown financing; had email correspondence with working group regarding name of new allocation area. 01/29/16 Anneliese V. Worked on matters for upcoming approval process;-prepared _. 1.90 Williams notice of public hearing on lease for redevelopment commission. . 02/01/16 Anneliese V. Finalized form of additional appropriation public hearing 0.20 Williams notice and prepared same for publication. 02/02/16 Bruce D. Donaldson Reviewed draft of public hearing notice on Lease for Midtown 1.20 projects;had email correspondence with C. Meyer regarding reviewed map and description of proposed allocation area and had related extensive email correspondence with C.Meyer to clarify boundaries and resolve description issues. '00035130-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 4 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 02/02/16 Anneliese V. Finalized notice of public hearing on lease and sent same to 5.20 Williams newspaper for publication;prepared drafts of Council resolutions related to lease and project and Declaratory Resolution and Plan Commission resolution for creation of allocation area; corresponded with working group regarding parcel ID list for allocation area. 02/03/16 Bruce D. Donaldson Reviewed and revised CRC Declaratory Resolution,Plan 3.30 Commission Resolution and Council resolution approving new Midtown allocation area and Plan Supplement;reviewed and revised Council resolution approving Lease and form of Lease between Redevelopment Authorithy and-CRC;had related discussions with Matthes and email correspondence with C. . Meyer. 02/03/16 Anneliese V. Worked on documents for Friday's Council agenda submission; 1.70 Williams discussed same with B. Donaldson. 02/04/16 Bruce D. Donaldson Reviewed and revised CRC resolution approving Lease and 0.40 form of Lease, and had related discussions with A. Williams. 02/04/16 Anneliese V. Prepared council resolutions and packets for sending to Clerk- 2.50 Williams Treasurer for agenda; prepared commission and authority resolution approving lease and bonds. 02/05/16 Bruce D. Donaldson Had email correspondence with Quinn regarding delivery 1.00 issues on documents and need for Synopsis added to Council resolutions;had email correspondence with Greewood and had'; 'multiple calls with Higgins regarding review with developers and related finance structuring and security issues;reviewed follow up email correspondence. 02/05/16 Anneliese V. Worked to resolve delivery issues with Council documents; 1.20 Williams revised resolutions to include synopsis and sent same to Deputy Clerk-Treasurer for inclusion on agenda. 02/08/16 Anneliese V. Corresponded with J. Quinn regarding upcoming council 0.20 Williams resolutions;reviewed publisher's affidavit for publication of lease public hearing and sent same to C. Meyer. 02/11/16 Bruce D. Donaldson Prepared for and attended financial meeting with 2.00 Charlie Kurtz of JC Hart and Higgins at Hart offices in Carmel; had follow up discussions with Higgins. 02/12/16 Bruce D. Donaldson Prepared for and attended financial eting with 1.30 Ambrose representatives and Higgins. . '00035130-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 5 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 02/15/16 Bruce D. Donaldson Prepared for and attended Redevelopment Commission 5.50 meeting in Carmel for adoption of Declaratory Resolution for Midtown Allocation Area,public hearing on Lease and adoption of Resolution approving Lease; had email correspondence with Holibaugh and Conn in Planning Department regarding Plan Commission approval of new allocation area, and had related email correspondence with C. Meyer; had email correspondence with Councilor INNOto address questions regarding establishment of new TIF area; had call with C. Meyer to prepare for Council meeting; prepared for and attended City Council meeting for introduction of resolutions approving new allocation area and approving Lease. 02/15/16 Anneliese V. Prepared Plan Commission materials and sent via overnight 0.80 Williams mail to Plan Commission;prepared parcel ID map correcting parcel numbers and showing ROW connectors. 02/16/16 Richard C. Starkey Prepared for and attended meeting of Plan Commission. 1.70 02/16/16 Anneliese V. Confirmed tracking receipt of materials for Plan Commission 0.10 Williams meeting. 02/17/16 Bruce D. Donaldson Reviewed email correspondence from Ambrose 0.40 representatives;had email correspondence with Mouser regarding timing and CRC hearing, and emailed Declaratory Resolution to Mouser. 02/18/16 Bruce D. Donaldson Prepared for and attended meeting with C. Meyer, Higgins, 3.00 Matthes,Haas, Shoup and Mouser at CRC offices to discuss financing plan and Midtown bonds and related issues, and to prepare for Council Committee meeting. 02/23/16 Bruce D. Donaldson Had call with Higgins to discuss on 3.00 Ambrose;prepared for and attended Council Finance Committee meeting in Carmel. 02/24/16 Bruce D. Donaldson Peer reviewe Midtown bonds with 0.40 Starkey to prepared for meeting with developer and CRC. 02/24/16 Richard C. Starkey Meeting with B. Donaldson regarding 0.20 02/24/16 Anneliese V. Reviewed Carmel invoices from newspaper for payment. 0.10 Williams 02/25/16 Bruce D. Donaldson Prepared for and attended meeting at CRC offices in Carmel 3.20 with C.Meyer, M. Lee, Matthes,Mouser, Haas, Shoup and Old Towne developers,to discuss various issues relating to Midtown project and financing;had follow up discussions with A. Williams;updated calendar and deadlines checklist. 02/25/16 Anneliese V. Discussed project timeline and creation of 0.20 Williams find with B. Donaldson. '00035130-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 6 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 02/26/16 Bruce D. Donaldson Reviewed draft of presentation materials prepared by C. Meyer 0.70 for Council meeting and comments thereon from Shoup, and had call with C. Meyer to discuss comments. 02/29/16 Bruce D. Donaldson Prepared initial draft of Council resolution authorizing CRC to 1.50 wit Revenue Deposit Agreement, and emailed draft to CRC working group. ` 02/29/16 Anneliese V. Reviewed resolution and description of liquidity reserve and 0.10 Williams steps required for approval thereof. 03/01/16 Bruce D. Donaldson Reviewed email from C '00035130-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 7 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 03/10/16 Bradley J. Bingham Worked on matters related to filing of resolution authorizing 0.70 the liquidity reserve fund with Clerk-Treasurer's office in anticipation of upcoming City Council meeting. 03/14/16 Bruce D. Donaldson Had email correspondence with developer counsel Lisa Lee 1.00 and Matthes regarding project agreement matters;had email 'correspondence with C. Meyer, Mouser,Haas and A. Williams regarding RDA meeting,notice of execution of lease and timing of bond sale and closing; had call with Greenwood to discuss bond financing and project agreement issues, and had follow up discussions with C.Meyer. 03/14/16 Anneliese V. Corresponded:with A. Mouser regarding tax-impact statement------ 0.10 Williams and delivery thereof. 03/15/16 Bruce D. Donaldson Had meeting with A. Williams to discuss needed resolutions 0.70 for upcoming CRC and Redevelopment Authority meetings; reviewed►draft agenda for CRC meeting prepared by Mike Lee and emailed comments to Lee. 03/15/16 Anneliese V. Worked on CRC and CRA resolutions for upcoming meetings; 1.40 Williams worked on draft of reserve resolution. 03/16/16 Anneliese V. Prepared resolution approving coverage reserve fund;worked 1.60 Williams on other resolutions for upcoming CRC and CRA meetings. 03/17/16 Bruce D. Donaldson Reviewed text message and emails from C. Meyer, had calls 0.60 with Qualkinbush and A. Williams and follow up call with C. Meyer, regarding CRC meeting. 03/17/16 Jeffery J. Considered issues 0.20 Qualkinbush 03/17/16 Anneliese V. Discussed 0.30 Williams B. Donaldson;reviewed lease related to same. 03/18/16 Bruce D. Donaldson Reviewed financing Lease to determine 0.90 related email correspondence with A. Williams and calls with C. Meyer and Matthes;reviewed, revised and finalized Redevelopment Authority bond resolution, and emailed resolution and form of financing Lease to board members and staff for meeting. 03/18/16 Anneliese V. Worked on matters related to redevelopment authority 0.10 Williams resolution approving bonds and lease. 03/21/16 Bruce D. Donaldson Prepared for and attended City Council meeting for adoption of 1.80 resolution authorizing use of TIF Supplemental Reserve Fund as a liquidity reserve for Midtown bonds. 03/23/16 Bruce D. Donaldson Prepared for and attended joint meeting of CRC and 2.40 Redevelopment Authority in Carmel for public hearing on establishment of Midtown allocation area and adoption of bond resolution by Authority; obtained signatures of officers on financing Lease and notarization;reviewed and revised Notice of Execution of Lease and had related email correspondence with A. Williams. 03/23/16. Anneliese V. Prepared draft of notice of execution of lease for project. 0.90 . Williams D0035?30-000027 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 8 MIDTOWN DEVELOPMENT PROJECT Date Name Description Hours 03/28/16 Anneliese V. Sent executed lease and redevelopment authority resolution to 0.10 Williams M. Lee upon request for same. 03/30/16 Bruce D. Donaldson Reviewed email correspondence from Greenwood,Haas and 0.30 Lisa Lee; emailed project sheet to Lisa Lee. Fees for Services Total $ 36,827.50 Hours Rate Amount Jeffery J.Qualkinbush 0.20 $555.00 `-$111:00_ Bruce D.Donaldson 45.80 $575.00 $26,335.00 Richard C. Starkey 1.90 $585.00 $1,111.50 Bradley J.Bingham 5.20 $405.00 $2,106.00 Armeliese V. Williams 19.90 $360.00 $7,164.00 TOTALS 73.00 $36,827.50 Other Charges: Copying Charges 4.50 Courier Service UPS - 8.40 Inv#00000046E581066 -to Jacob Quinn, City of Carmel, Carmel,IN, fJS from Anneliese Williams ' Publication Cost-The Times 02/04/16 23.78 notice-Proposed Lease Courier Service UPS - 8.40 Inv#00000046E581086 -to Angelina b Conn. City of Carmel, Carmel, IN, US from Anneliese Williams Publication Cost- The Times - Old 22.94 Towne Economic Development area $ 68.02 BARNES & THORNBURG LLP 11 South Meridian Street Indianapolis,Indiana 46204-3535 U.S.A. E.I.N.35-0900596 (317)236-1313 Invoice 1881119 Page 2 CITY OF CARMEL REDEVELOPMENT COMMISSION April 29,2016 ATTN:MICHAEL LEE Brian L. Burdick 30 W.MAIN ST., SUITE 220 00035130-000029 CARMEL,IN 46032 PAYABLE UPON RECEIPT n n V p 00035130-000029 PARTY TIME RENTAL REDEVELOPMENT PROJECT For legal services rendered in connection with the above matter for the period ending March 31,2016 as described on the attached detail. Fees for Services $ 6,935.50 Other Charges $ 42.63 TOTAL THIS INVOICE $ 6,978.13 00035130-000029 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 3 PARTY TIME RENTAL REDEVELOPMENT PROJECT Date Name Description Hours 12/01/15 Bruce D. Donaldson Had email correspondence with Councilor Snyder, C.Meyer 0.40 and Matthes regarding preparations for EDC meeting; emailed site plan to Councilor Snyder for inclusion in EDC documents. 12/02/15 Bruce D. Donaldson Had call with Mark Moore at Noyes regarding EDC member's 2.30 i questions;had meeting with EDC member Jim Longstreth; prepared for and attended EDC meeting and public hearing in Carmel for approval of Proscenium bonds. 12/06/15 Bruce D. Donaldson Had email correspondence with Councilor Snyder, C. Meyer 0.30 and Matthes regarding Council meeting and special CRC public hearing meeting. 12/06/15 Anneliese V. Reviewed correspondence regarding redevelopment 0..10 Williams commission public hearing on allocation area; reviewed Council agenda in preparation for meeting. . 12/07/15 Bruce D. Donaldson Had email correspondence with C. Meyer regarding scheduling 0.60 of special CRC meeting for confirmatory hearing on new Proscenium allocation area and follow up email correspondence with A. Williams; had meeting with A. Williams to discuss needed EDC filing and preparations for Council meeting;reviewed draft of CRC public hearing notice and emailed comments and instructions to A. Williams. 12/07/15 Anneliese V. Prepared for, traveled to and attended Council meeting 4.00 Williams regarding bond ordinance and resolution approving allocation area;prepared notice of public hearing of redevelopment commission; sent EDC Report to Plan Commission president and School Corporation superintendent. 12/08/15 Anneliese V. Finalized notice of public hearing and sent same to newspaper 1.00 Williams for publication; sent same to M. Lee for distribution to planning bodies and to Umbaugh for inclusion in tax impact statement; corresponded with M. Lee regarding instructions for filing notice. 12/09/15 Bruce D. Donaldson .Reviewed draft of tax impact statement from Umbaugh and 0.40 emailed comments to Mouser at Umbaugh. 12/09/15 Anneliese V. Prepared draft of confirmatory resolution for Proscenium 1.10 Williams allocation area, including modification language to match Council resolution. 12/14/15 Bruce D. Donaldson Reviewed,revised and finalized CRC confirmatory resolution 0.60 establishing new Proscenium allocation area and emailed to CRC staff for placement on meeting agenda; had follow up email correspondence with C. Meyer; had further email correspondence with C. Meyer and Prader regarding Open Door notice for special CRC meeting. 12/16/15 Bruce D. Donaldson Had call with Ullom to discuss 0.20 i�■ii matters for Proscenium. 12/18/15 Bruce D. Donaldson Reviewed,revised and finalized draft of CRC TIF pledge 0.50 resolution,had related conference with A. Williams,and emailed resolution to Mike Lee; revised draft agenda for special CRC meeting and emailed comments to Lee. 00035130-000029 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 4 PARTY TIME RENTAL REDEVELOPMENT PROJECT Date Name Description Hours 12%18/15 Anneliese V. Prepared pledge resolution for bonds. 0.50 Williams 12/21/15 Anneliese V. Prepared for,traveled to and attended Redevelopment 1.70 Williams Commission public hearing and meeting regarding Proscenium allocation area and TIF pledge. 12/22/15 Anneliese V. Discussed 41M filings for new allocation area with B. 0.20 Williams Donaldson; emailed Umbaugh regarding same. 12/28/15 Anneliese V. PreparedialOW filing for new allocation area; emailed M. Lee 1.40 Williams regarding signed resolution for same. 12/29/15 Anneliese V. Worked on matters related to filing for project. 0.60 Williams 12/30/15 Anneliese V. Received email from E. Saajasto regarding list and 0.10 Williams replied to same. 01/11/16 Anneliese V. Received auditor and DLGF confirmation of receipt for filing 0.10 Williams of allocation area amendments. Fees for Services Total $ 6,935.50 4 i Other Charges: Messenger Courier Service 10.00 Copying Charges 0.30 Courier Service UPS - 8.34 Inv#00000046E581016 -to Dawn Coverdale,Hamilton County Auditor, Noblesville,IN, US from Anneliese Williams Publication Cost-The Times- 12/10/15 23.99 ad-Notice of Public Hearing $ 42.63 b 't