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Home My WebLink About303651 09/29/16 CITY OF CARMEL, INDIANA VENDOR: 00351368 ONE CIVIC SQUARE WALLACK SOMERS &HAAS PC CHECK AMOUNT: $****17,915.75* CARMEL, INDIANA 46032 ONE INDIANA SQUARE CHECK NUMBER: 303651 SUITE 2300 CHECK DATE: 09/29/16 INDIANAPOLIS IN 46204 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340000 24432 258.00 LEGAL FEES 902 4340000 24434 6,011.75 LEGAL FEES 902 4340000 24435 173.75 LEGAL FEES 902 4340000 24436 1,563.75 LEGAL FEES 902 4340000 24437 417.00 LEGAL FEES 902 4340000 24438 4,378.50 LEGAL FEES 902 4340000 24439 5,038.75 LEGAL FEES 902 4340000 24440 74.25 LEGAL FEES VOUCHER NO. WARRANT NO. Prescribed by State Board of Accounts City Form No.201(Rev.1995) WALLACK SOMERS &HAAS PC ALLOWED 20 ACCOUNTS PAYABLE VOUCHER ONE INDIANA SQUARE IN SUM OF$ CITY OF CARMEL SUITE 2300 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. $17,915.75 Payee Purchase Order# ON ACCOUNT OF APPROPRIATION FOR 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 24439 43-400.00 $5,038.75 1 hereby certify that the attached invoice(s),or 8/3/16 24434 Midtown II $6,011.75 902 902 902 902 24438 43-400.00 $4,378.50 bill(s)is(are)true and correct and that the 8/3/16 24437 General matters $417.00 902 902 materials or services itemized thereon for 902 902 24435 43-400.00 $173.75 8/3/16 24439 Main and Monon $5,038.75 902 902 which charge is made were ordered and 902 902 24436 43-400.00 $1,563.75 received except 8/3/16 24438 Meridian and Main $4,378.50 902 902 902 902 24440 43-400.00 $74.25 8/3/16 24435 Parcel 62 $173.75 902 902 902 902 24432 43-400.00 $258.00 8/3/16 24436 Parcel 7C $1,563.75 902 902 902 902 24437 43-400.00 $417.00 8/3/16 24440 Parcel 10 $74.25 902 902 Thursday,September 22,2016 902 902 24434 43-400.00 $6,011.75 _ 8/3/16 24432 Parcel 49 $258.00 902 902 902 902 Come Meyer 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 distribution ledger classification if claim paid motor vehicle highway fund. Clerk-Treasurer Wallack Somers & Haas, A C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 'j �` v 46032 6100_ Matter: carmparcel7c Attention: Mike Lee Inv #: 24436 RE: Parcel 7C DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-14-16 Revise second amendment to Civic 0.70 243.25 KPH agreement;Memo and email to W. Hammer and T. Moskalenko; Emails to A. Buroker. Jun-15-16 Prepare for executive session;Review notes 0.20 69.50 KPH and file. Attend executive session; Lead discussion of 0.40 139.00 KPH permissible topics. Prepare for executive session; Review notes 0.10 34.75 KPH and file. Attend executive session; Lead discussion of 0.20 69.50 KPH permissible topics. Jun-16-16 Make final revisions to second amendment to 1.20 417.00 KPH Civic Agreement; Memo and email to A. Buroker regarding same. Jun-30-16 Attend to square footage of Civic leased 1.70 590.75 KPH premises and annual rent amount; Extended memo and email to W. Hammer, C. Meyer, and M. Lee;Advise regarding effect on approved amendment to Civic agreement; Calls and emails with W. Hammer, M. Lee, and T. Shute.. Invoice#: 24436 Page 2 August 3,2016 Totals 4.50 $1,563.75 Total Fee& Disbursements $1,563.75 Previous Balance 7,010.00 Previous Payments 258.00 Balance Now Due $8,315.75 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50 Wallack Somers & Haas, A C. One Indiana Square Suite 2300 Indianapolis;IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 Matter: carmparce110 Attention: Mike Lee C`! Inv #: 24440 RE: Parcel 10 DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-16-16 Emails regarding dmdm 0.30 74.25 RRW amounts owed by Shapiro's prior to lease/sublease termination. Totals 0.30 $74.25 Total Fee &Disbursements $74.25 Previous Balance 417.00 Previous Payments 243.25 Balance Now Due $248.00 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wihnering $247.50 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis,IN 46204 - Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 atter: cannparcel49 Attention: Mike Lee Inv #: 24432 RE: Parcel 49 DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-15-16 Prepare for executive session; Review notes 0.10 34.75 KPH and file. Attend executive session;Lead discussion of 0.10 34.75 KPH permissible topics. Jul-11-16 Prepare for executive session; Review notes 0.10 34.75 KPH and file. Attend executive session; Lead discussion of 0.10 34.75 KPH permissible topics. Jul-14-16 Plaza wwsmp�status conference with C. 0.20 '69.50 KPH Meyer. Jul-28-16 Emails regarding status of Umbaugh report 0.20 49.50 RRW for National Bank of Indianapolis. Totals 0.80 $258.00 Total Fee&Disbursements $258.00 Previous Balance 4,060.50 Previous Payments 2,467.25 Balance Now Due $1,851.25 Wallack Somers & Haas, A C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN �G`l0 46032 �5 6e 0� Matter: carmparcel62 Attention: Mike Lee 0 ,06, Inv #: 24435 RE: Parcel 62-PNC DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-21-16 Status and issues conference with C. Meyer. 0.10 34.75 KPH . Jul-05-16 Check notes and file; Attend to project status 0.10 34.75 KPH memo from C. Meyer. Jul-12-16 Status and issues conference with C. Meyer. 0.10 34.75 KPH Jul-14-16 Project status conference with C. Meyer. 0.20 69.50 KPH Totals 0.50 $173.75 Total Fee & Disbursements $173.75 Previous Balance, 2,363.00 Previous Payments 347.50 Balance Now Due $2,189.25 Attorney Rate Karl P.Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50 Wallack Somers c& Haas, A C One Indiana Square Suite 2300 Indianapolis, IN 46204 - - - - -- Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 R*atter: Carm-MerMain Attention: Mike Lee �,16°�'� ' 1v #: 24438 RE: Meridian&Main DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-13-16 Attend to J. Scimia memo and email 1.30 451.75 KPH regarding deal points;Respond to same. Jun-15-16 Prepare for executive session; Review notes 0.10 34.75 KPH and file. Attend executive session; Lead discussion of 0.10 34.75 KPH permissible topics. Attend to developer proposal 0.50 173.75 KPH �1� 11deal; Memos and emails with C. Meyer regarding same. Jwi-21-16 Status and issues conference with C. Meyer; 0.20 69.50 KPH Address deal issues and proposals to resolve same. Jun-24-16 Work on restructuring and revising project 2.00 695.00 KPH agreement to incorporate new deal points. Jun-28-16 Extended project status memo and email to J. 0.50 173.75 KPH Scimia; Check status of restated project agreement. Jul-05-16 Check notes and file;Attend and respond to 0.20 69.50 KPH project status memo from C. Meyer. Jul-06-16 Meeting preparation. 1.70 590.75 KPH e . Meeting with J. Scimia;Negotiate project 0.30 104.25 KPH deal points; Follow up on same. Summarize meeting deal points. 0.50 173.75 KPH Jul-11-16 Prepare for executive session; Review notes 0.30 104.25 KPH and file. Attend executive session; Lead discussion of 0.10 34.75 KPH permissible topics. Jul-12-16 Status and issues conference with C. Meyer; 0.20 69.50 KPH Address deal issues and proposals to resolve same; Address document and approval status; Follow up on same. Review J. Scimia summary of deal points; 1.10 382.25 KPH Consider and comment on same; Emails. JLIr—.I"'F—LV J-J`.LLL JL(11.1.1a7 Z-_ - Call with J. Scirnia. 0.10 34.75 KPH Jul-23-16 Review notes and file; Prepare response to J. 2.30 799.25 KPH Scimia deal point memo comments; Extended memo and email response outlining "big picture" restnicturing of deal and project agreement. Jul-26-16 Attend to remaining deal points;Attend to. 0.90 312.75 KPH retail building ;Emails with J. Scimia regarding same. Totals 12.60 $4,378.50 Total Fee & Disbursements $4,378.50 Previous Balance 10,965.75 Previous Payments 521.25 Balance Now Due $14,823.00 Attorney Rate Karl P.Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50 Wallack Somers & Haas, A C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3, 2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 08-06-16P05 :09 CVD atter#: carm-MainMon Attention: Mike Lee Inv #: 24439 RE: Main DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-21-16 Status and issues conference with C. Meyer; 0.20 69.50 KPH . Address project uses,density, and increment generation; Address project financing gap. Jun-22-16 Review notes and file; Meeting preparation; 0.90 312.75 KPH Consider project structure,project issues, and deal points. Jun-23-16 Review notes and file; Meeting preparation; 1.80 625.50 KPH Meeting with C. Meyer; M. Lee, C. Lazarra, and A. Lazarra;Attend to project structure, project issues,and deal points;Attend to schedule and deliverables; Follow up on same. Jun-28-16 Consider alternative uses and designs to 0.20 69.50 KPH increase density and increment generated. Emails with B. Hurt regarding same. 0.20 69.50 KPH Jun-29-16 Emails with R. Forslund regarding same. 0.20 69.50 KPH Jun-30-16 Calls with R. Forslund regarding alternative 0.40 139.00 KPH uses and designs to increase density and increment generated. Jul-05-16 Check notes and file; Attend to project status 0.10 34.75 KPH memo from C. Meyer. Jul-11-16 Prepare for executive session; Review notes 0.30 104.25 KPH _. and file. Attend executive session; Lead discussion of 0.20 69.50 KPH permissible topics. Prepare for regular meeting. 0.10 34.75 KPH Attend regular meeting; Attend to agenda 0.20 69.50 KPH items. Consider alternative deal and financing 1.20 417.00 KPH structures to fill project� Consider alternative uses and designs to maximize density and increment generated; Emails. Address project uses,designs, density, and increment generation; Address project .Address project agreement preparation. Jul-14-16 Meeting preparation;Review notes and file. 0.30 104.25 KPH Meeting with C. Meyer, M. Lee, C. Lazarra, 1.10 382.25 KPH A. Lazarra.. Follow-up conference with C. Meyer. 0.30 104.25 KPH 7ul-20-16 Consider alternative'uses and densities to 1.50 521.25 KPH increase increment; Consider and devise project MWOMpublic financing alternative. Jul-21-16 Meeting preparation; Review notes and file. 0.30 104.25 KPH Meeting with C. Meyer, M. Lee, C. Lazarra, 1..20 417.00 KPH and A. Lazarra; Address alternative uses and densities to increase increment;Address project ylpoft public financing alternatives. Follow up conference with C. Meyer and M. 0.30 104.25 KPH Lee; Propose alternative financing; Conference call with J. Brainard and C. Meyer; Outline alternative financing. J Conference call with J. Brainard and C. 0.20 69.50 KPH Meyer regarding same. , i u r ir4 Outline alternative financing. 0.80 278.00 KPH Jul-22-16 Outline project deal points and project 1.10 382.25 KPH agreement provisions. Jul-25-16 Attend to alternative uses and densities to 0.70 243.25 KPH increase increment. Conference with R. Forslund regarding same. 0.40 139.00 KPH Totals 14.50 $5,038.75 Total Fee & Disbursements $5,038.75 Previous Balance 1,071.75 Previous Payments 133.50 ]Balance Now]Due $5,977.00 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50 Wallack Somers & Haas, A C. One Indiana Square Suite 2300 Indianapolis, IN 46204 . Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel August 3,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 0g-06-1 6P05, 1-1 .RCVD 46032 � Matter: carmisc Attention: Mike Lee Inv #: 24437 RE: General Matters DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-13-16 Attend to Umbaugh TIF report and 0.50 173.75 KPH management representation letter; Emails. Jun-15-16 Prepare for regular meeting. 0.10 34.75 KPH Attend regular meeting; Attend to agenda 0.30 104.25 KPH items. Jul-11-16 Prepare for regular meeting. 0.10 34.75 KPH Attend regular meeting; Attend to agenda 0.20 69.50 KPH items. Totals 1.20 $417.00 Total Fee & Disbursements $417.00 Previous Balance 1,682.75 Previous Payments 903.50 Balance Now Due $1,196.25 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50 Wallack Somers & Haas, AC. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel ROV 0 August 3,2016 Carmel Redevelopment Commission16 30 West lMain Street, Suite 220 08-06.16P05 ' Carm 46032 Matter: Carm-MidtwnW Attention: Mike Lee Inv #: 24434 RE: Midtown West DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-20-16 Review project term sheet. 1.70 590.75 KPH Prepare comments and revisions to term sheet. 0.70 243.25 KPH Jun-21-16 Complete coinments and revisions to project 0.50 173,75 KPH term sheet. Status and issues conference with C. Meyer. 0.10 34.75 KPH Emails with C. Meyer. 0.20 69.50 KPH Jun-22-16 Review notes and file; Meeting preparation; 0.90 312.75 KPH Consider project structure,project issues, and deal points. Jun-23-16 Review notes and file; Meeting preparation. 0.90 312.75 KPH Meeting with C. Meyer, M. Lee, R. Barrett, 1.30 451.75 KPH B. Barrett,T. Mariani, and J. Shoup; Attend to project structure,project issues,and deal points;Attend to schedule and deliverables. Follow up on same. 0.20 69.50 KPH Attend meeting with C. Meyer, M. Lee,D. 1.30 451.75 JRS Barrett, B. Barrett, J. Mariani, and K. Haas. [Attendance by both K. Haas and J: Shoup authorized and requested by C. Meyer.] Follow up on meeting issues. 0.40 139.00 JRS Jul-05-16 Check notes and file; Attend to project status 0.10 34.75 KPH and memo from C. Meyer. Jul-11-16 Prepare for executive session; Review notes 0.10 34.75 KPH and file. Invoice#: 24434 Page 3 August 3,2016 Attend executive session; Lead discussion of 0.10 34.75 KPH permissible topics. - Prepare for executive session; Review notes 0.10 34.75 KPH and file. Attend executive session; Lead discussion of 0.20 69.50 KPH permissible topics. Jul-12-16 Status and issues conference with C. Meyer; 0.30 104.25 KPH Address Repurchase Agreement and bond financing; Address project issues and project agreement. Jul-14-16 Meeting preparation; Meeting with C. Meyer, 1.60 556.00 KPH M. Lee,D. Barrett, B. Barrett, and T. Mariani; Follow-up conference with C. Meyer. Jul-21-16 Meeting preparation; Meeting with C. Meyer, 0.80 278.00 KPH C0111tie-lWe W1Ul t . 1v1G}'G1. Jul-24-16 Review notes and file; Outline terms of 0.60 208.50 KPH Repurchase Agreement. Jul-25-16 Conference with K. Haas regarding 0.30 104.25 JRS Repurchase Agreement. Jul-26-16 Attend to deal structure, and project 0.50 173.75 KPH agreement issues. Attend to Repurchase Agreement. 0.30 104.25 KPH Attend to project term sheet; Follow tip on 0.20 69.50 KPH same; Emails. Review existing Purchase Agreements and 3.30 1,146.75 JRS amendments thereto; Draft Repurchase Agreement. Jul-27-16 Attend to Repurchase Agreement. 0.30 104.25 KPH Attend to meeting agendas; Emails regarding 0.30 104.25 KPH same. Totals 17.30 $6,011.75 Total Fee & Disbursements $6,011.75 Balance Now Due $6,011.75 Attorney hate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50