HomeMy WebLinkAbout304862 11/03/16 ��,C.IN,yf!
CITY OF CARMEL, INDIANA VENDOR: 370240
j ® ONE CIVIC SQUARE LINDA HARVEY CHECK AMOUNT: $*******720.00*
CARMEL, INDIANA 46032 431 CHAMPION LAKE DRIVE CHECK NUMBER: 304862
9M,iTON-�o.� THE WOODLANDS TX 77380 CHECK DATE: 1.1/03/16
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
1701 4343004 101116 332.00 TRAVEL PER DIEMS
1701 4343004 101416 388.00 IACT CONFERENCE
Prescribed by State Board of Accounts City Form No.201(Rev.1995)
VOUCHER NO. WARRANT NO.
LINDA HARVEY ALLOWED 20 ACCOUNTS PAYABLE VOUCHER
431 CHAMPION LAKE DRIVE
IN SUM OF$ CITY OF CARMEL
.
An invoice or bill to be properly itemized must show:kind of service,where performed,dates service
THE WOODLANDS, TX 77380 rendered,by whom,rates per day,number of hours,rate per hour,number of units,price per unit,etc.
$388.00 Payee
ON ACCOUNT OF APPROPRIATION FOR Purchase Order#
Clerk Treasurer Terms
Date Due
PO# ACCT# DATE. INVOICE# DESCRIPTION
DEPT# INVOICE# Fund#. AMOUNT Board.Memb'er's DEPT# FUND# .. (or note attached invoice(s)or bill(s)) AMOUNT
101416 43-430.04 $388.00 I'hereby certify that the attached invoice(s),or 10%14/16 101416 ILMCT 10/14-10/16 $388.00
1701 101 1701 101
bill(s)is(are)true and correct and that the
materials or services itemized thereon for
which charge is made were ordered and
received except
Monday, October3.1, 2016
Linda.Harvey
Chief Deputy Clerk Treasurer
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
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2016 IACT
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ANNUAL CONFERENCE
EXHIBITION . ���
L �,
CITY OF CARMEL Expense Report
NAME
�.ltCu /'�LfP✓-e ti ,; , DEPARTURE DATE,&TIME: .. .,
DEPARTMENT RETURN DATE &TIME: 10J J3 hG �.
CHECK IF CLAIM IS FOR PREPAYMENT/ADVANCE _ REASON FOR TRAVEL: RO /4 .Y LMS r;G Mee_0�
Transportation::•, Auto Taxi, Toll Meals
Date " Lodging Misc Total
Air-fare Car rental: Expenses etc: Breakfast Lunch Dinner Per Diem %
$UOQ
$0_;00
0=00
`� 12-53-1 0 ' $o 0o o:oo_777� 00 b_
F m must be submitted fifteen (15) business days in advance of,travel. T/�S Stiw'i��`
or advance payments, claim for .
Claim will not be processed without
the following documentation:
11 .
Conference or course-regi,
form,if applicable
2) Travel itinerary, if traveling by air
3) Original itemized receipts or affidavits,.if approved by Department Director.,for all expenses(except for meal per diems):
Prorated meal allowance:. SY_1 .
For travel that commences before 1.:00 p.m. (flight departure time, if traveling by air),$50 for in-state travel and$6ffor out-of=state travel
For travel that commences after 1:00 p.m. (flight de arture time, iftraveling by air),.$35 for in-state travel:and$45 for-out-of-state travel NOT a per diem
DIRECTOR'S STATEMENT: I�� iewed.this cla• and f it that all expenses-listed conform to the City's travel policy and are-within,my
department's appropriated bu'dg� ,
Director Signature: Date: l
EMPLOYEE ACKNOWLEDGEMENT OF EAL ADVANCE AND OBL TION TO DOCUMENT EXPENDITURES:
].hereby acknowledge receipt of$ ,.such funds-being advanced to me by the City of Carmel solely for the:purpose of purchasing meals
while traveling.to participate in official'business for.the City. I understand that within fifteen (15)business days.of'my return (as stated above)',
I am responsible to:
1) Submit original itemized receipts'to the office of the Clerk-Treasurer documenting all meal expenditures;and
2) Return all unused funds to.the office of.the Clerk-Treasurer
I further understand that failure to provide the required documentation shall result in the total amount of the advance being deducted from the first
paycheck issued more than 30 days after the date of my return, Failure to return unused funds will result in the amount of the.unused funds (total
advance minus documented expendit e• g deducted from the first paycheck issued more than 30:days after the date of my return. .
Employee Signature: Date-
/a 2s
City of Carmel Confidential 7/21/2016 Page 1
October 10:00 a.m.– [ACT Procurement Card(p-Card)Consultations
10:00 a.m.– Registration 11:00 a.m.
6:00 p.m. 11:15 a.m. Grand Prize Giveaway and Exhibition Closes
11:00 a.m.– IACTAffiliate Group Meetings 11:30 a.m.– IACT Annual Awards Luncheon presented by Umbaugh,
1:00 P.M. • Indiana Conference of Mayors PCOM)Luncheon1:45 p.m. Keynote Address sponsored p ored by Bingham Greenebaum Doll LLP
• Indiana League of Municipal Clerks and Treasurers(ILMCT)Executive 2:00 p.m.– Associate Member Advisory Council Meeting
Committee Luncheon 3:00 p.m.
• Indiana Municipal Lawyers Assocation(IMLA)Luncheon 2:00 p.m.– Workshops
11:00 a.m.– Comcast Newsmakers 3:00 p.m. • Demystifying the 1782 Notice E-
5:00 p.m. • Using Tax Increment Financing to Create Thriving Communities
1:15 p.m.– Early Bird Workshops • Risk Management Content Provided by Bliss McKnight,Inc. i-
2:45 p.m. • A Real-life beep Dive into Creating a Quality Place t17171 $-- • Creative Approaches for Maximizing the Municipal Dollar —
• Revealing the Secrets to Engaging the Public nM • Using the Indiana Bond Bank to Strengthen the Power of Public
2:00 p.m.– Board of Directors Meeting Funds -9-
3:45 p.m. 2:00 p.m.– INform Consultations
3:00 p.m.– Workshops 3:00 P.M.
4:00 p.m. • Mastering Your Title VI ADA Responsibilities 9-- 2:00 p.m.– State Board of Accounts Resource Center
• The Benefits of Brownfields Redevelopment and the Resources Avail- 4:00 p.m.
able to Municipalities 1— 3:15 p.m.– Workshops
• Downtown Planning:Civic Improvements Paired with Private Investments 4:15 p.m. •'What are Internal Controls and Why do they Matter? Lt--
• Beyond Roads–A Broad Overview of Indiana's Infrastructure Network o How Indiana's Natural Resources and Energy Infrastructure Can Foster
• Understanding the Accounting Side of Municipal Bonds and State Economic Development $—
Revolving Funds I— Risk Management Content Provided by Bliss McKnight,Inc. j;--
3:00 p.m.– [ACT Procurement Card(p-Card)Consultations • Public and Private Redevelopment Projects in French Lick–A Case
4:00 p.m. Study f.
4:15 p.m.– Opening Business Session 4 Vendor Solutions Workshop(Financial Solutions Group)
5:00 p.m. 4:30 p.m.– Policy Platform Hearing
5:15 p.m.– Welcome Reception in Exhibit Hall 5:00 p.m.
7:15 p.m. 5:00 p.m.– Presidents'Reception
7:15 p.m. Board of DirectorsDinner 6:30 p.m.
7:15 p.m. Evening Open for Vendor Events 6:30 p.m. Evening Open forVendor Events
Wednesday,October 5 Thursday,October 6
8:00 a.m.– Registration 7:30 a.m.– Registration
5:00 P.M.
11:30 a.m.
8:00 a.m.– Continental Breakfast in Exhibit'Hall 7:30 a.m.– Continental Breakfast
10:00 a.m. 9:00 a.m.
8:00 a.m.– Exhibit Hall Open 8:00 a.m.– IACT Affiliate Group Meetings
11:15 a.m. 9:00 a.m. I Democrat and Republican Mayors Breakfasts
8:30 a.m.– Peer Networking Sessions
8:30 a.m.– IACT Aff iliate Group Meetings
10:00 a.m. • Redevelopment Association of Indiana(RAI)Meeting 10:00 a.m. • Fiscal Officers and Clerks
• Indiana ADA Coordinators Association Meeting • Council Members
• Indiana Municipal Management Association PMMA)Meeting Attorneys F-
8:30 a.m.– State Board of Accounts Resource Center • Appointed Officials and Town Managers
11:30 a.m. 9:00 a.m.– Peer Networking Session
9:00 a.m.– Comcast Newsmakers 10:00 a.m. • Mayors ,
.5:00 P.M.
10:15a.m.– Workshops
• .New Road Funding 0 iew of Asset Management Planning and Indiana's
10:00 a.m.– Workshops 11:15 a.m. A Com ad F Y the Rp ry
P
g Options
11:00 a.m. • Examining the Fiscal Analysis of Land Use Decisions Modernizing our Approach to Police and Fire Protection I—
•
• Fostering Greater Understanding through a Citizen Police Academy
• The Eminent Restructuring of Indiana's Local Income Taxes $--
• Can't Miss Human Resources Reporting Requirements
• Factors to Consider when Leasing Large Equipment J--
• Our Kids,Our Communities: Municipal Rale in Building After- Vendor Solutions Workshop(Frost Brown Todd LLC)
school Systems
• Vendor Solutions Workshop:Controlling Healthcare&Benefit Costs 11:30 a.m.– Closing Lunch and Business Session,featuring the Gubernatorial Candidates
(Colonial Life) 1:00 P.M.
10:00 a.m.– INform Consultations rnyj=Municipal Management Institute credit
11:00 am. j—=Continuing Legal Education credit
=Continuing Professional Education credit
*Please note that all CLE and CPE credits are tentative and subject to change.
el
_"ae
WEST BADEN SPRINGS
H O T E L
Name: LINDA HARVEY Arrival Date: 10/04/2016 Cl Clerk CDERINGER
Address: Departure Date: 10/06/2016 CO Clerk AJACKEY
Group Code: CMAB
Room #: WB 4432 Resv 425440772907 1 Page 1 of 1
Date Reference Description Charges Credits
10/04/2016 426469100583 ROOM CHARGE WB 4432 ofl Y,169.00 '--uw
TAX 1 11.83
- TAX2 10.14
10/05/2016 426479100550 ROOM CHARGE WB 4432 12 9. O X169.00 s
TAX1 / 11.83
TAX2 10.14
10/06/2016 426482633336 WB FRONT DESK VISA 381.94
************4691
X.
Total Due .00
I agree to remain personally liable for the payment of this account if the corporation or other third party
fails to pay part or all of these charges. I also agree that all charges contained in this account are correct
and any disputes or requests for copies of charges must be made within five (5) days after my departure.
If you are using a credit card, the hold may last up to 3 business days past your check-out date. If you
are using a debit card, the hold on funds may last from 7-10 business days after your check-out date.
Guest Signature:
West Baden Springs Hotel 8538 West Baden Avenue West Baden, IN 47469
WEST BADEN SPRINGS
H O T E L
Name: LINDA HARVEY Arrival Date: 10/04/2016 CI Clerk CDERINGER
Address: Departure Date: 10/06/2016 Co Clerk AJACKEY
Group Code: CMAB
Room #: WB 4432 Resv 425440772907 Page 1 of 1
Date Reference Description Charges Credits
10/11/2016 426532726940 WEST BADEN ROOM CHARGE 123.94
WB RM CHG REVERSAL
10/11/2016 426532726945 WB FRONT DESK VISA 123.94
************4691
Total Due .00
I agree to remain personally liable for the payment of this account if the corporation or other third party
fails to pay part or all of these charges. 1 also agree that all charges contained in this account are correct
and any disputes or requests for copies of charges must be made within five (5) days after my departure.
If you are using a credit card, the hold may last up to 3 business days past your check-out date. If you
are using a debit card, the hold on funds may last from 7-10 business days after your check-out date.
Guest Signature:
West Baden Springs Hotel 8538 West Baden Avenue West Baden, IN 47469
41
WEST BADEN SPRINGS
H O T E L
Name: LINDA HARVEY Arrival Date: 10104/2016 Cl Clerk CDERINGER
Address: Departure Date: 10/06/2016 CO Clerk AJACKEY
Group Code: CMAB
Room #: WB 4432 Resv 425440772907 Page 1 of 1
Date Reference Description Charges Credits
10/04/2016 426469100583 ROOM CHARGE WB 4432 / ofl A169.00 5,110 d-rP--P
TAX 1 11.83
TAX2 10.14
10/05/2016 426479100550 ROOM CHARGE WB 4432 /29.8t) X169.00 $
TAX1 / 11.83
TAX2 10.14
10/06/2016 426482633336 WB FRONT DESK VISA 381.94
************4691
Total Due .00
I agree to remain personally liable for the payment of this account if the corporation or other third party
fails to pay part or all of these charges. I also agree that all charges contained in this account are correct
and any disputes or requests for copies of charges must be made within five (5) days after my departure.
If you are using a credit card, the hold may last up to 3 business days past your check-out date. If you
are using a debit card, the hold on funds may last from 7-10 business days after your check-out date.
Guest Signature:
West Baden Springs Hotel 8538 West Baden Avenue West Baden, IN 47469
WEST BADEN SPRINGS
HOTEL .
Name: LINDA HARVEY Arrival Date: 10/04/2016 Cl Clerk CDERINGER
Address: Departure Date: 10/06/2016 CO Clerk AJACKEY
Group Code: CMAB
Room #: WB 4432 Resv 425440772907 1 Page 1 of 1
Date Reference Description Charges Credits
10/11/2016 426532726940 WEST BADEN ROOM CHARGE 123.94
WB RM CHG REVERSAL -
10/11/2016 426532726945 WB FRONT DESK VISA 123.94
************4691
Total Due .00
I agree to remain personally liable for the payment of this account if the corporation or other third party
fails to pay part or all of these charges. I also agree that all charges contained in this account are correct
and any disputes or requests for copies of charges must be made within five (5) days after my departure.
If you are using a credit card, the hold may last up to 3 business days past your check-out date. If you
are using a debit card, the hold on funds may last from 7-10 business days after your check-out date.
Guest Signature:
West Baden Springs Hotel 8538 West Baden Avenue West Baden, IN 47469
STATE OF INDIANA )
) SS:
COUNTY OF HAMILTON )
AFFIDAVIT
I, Linda J Harvey, Deputy Clerk Treasurer, being first duly sworn upon my oath, state that on
October 4th through 6th, 2016, I personally expended Ten Dollars ($10.00) of my own money to pay maid,
bell hop and shuttle tips during my stay at West Baden Springs Hotel for the purpose of attending the
2016 ILACT Annual Conference for which I have not provided a receipt and for which I need to be
reimbursed.
Dated this 31 st day of October, 2016
Linda J. ey
Subscribed and sworn to before me, the undersigned Notary Public, this—�day of
2016.
NOTARY PUBLIC
Resident of � �� , Indiana
My Commission Expires:
[eb:msword;c:\usersVtiarvey\docuinen[s\Irwel&expense\161031 tip affidavit west baden.doc:10/31/16]
Prescribed by State Board of Accounts City Form No.201 (Rev.1995)
VOUCHER NO. WARRANT NO.
ALLOWED. 20 ACCOUNTS:PAYABLE VOUCHER
LINDA HARVEY
431 CHAMPION LAKE DRIVE IN SUM of$ CITY OF CARMEL
An invoice or bill to be properly itemized must show:kind of service,where performed;dates service..
THE WOODLANDS, TX 77380 rendered,by whom,rates per day,number of hours,rate per hour,number of units,price per unit,etc.
$332.00 Payee
ON ACCOUNT OF.APPROPRIATION.FOR
Purchase Order#
Clerk Treasurer 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
101116 43-430.04 $332.00 1 hereby certify that the attached invoice(s),or .10/11/16 101116 ILMCT 10/11-10/13 $332.00
1701 101 1701 101
bill(s)is(are)true and correct and that the
materials or services itemized thereon for
which charge is made were ordered and
received except
Monday, October 31; 2016
cy?��
Linda Harvey
Chief Deputy Clerk Treasurer
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
CITTOF CARMEL Expense Report
NAME AaPU-P !:I,: . :DEPARTURE DATE:&TIME: . : D///)1 l
DEPARTMENT Cter le - 7Peiu,ca re N RETURN DATE &TIME: %.
CHECK IF CLAIM IS FOR PREPAYMENT/ADVANCE REASON FOR TRAVEL: 4MC-r ,ui,S Ma to b<
Transportation.:., Auto Taxi, Toll Meals 3�
Date Lodging Misc Total
Air-fare Car rental Expenses etc. Breakfast Lunch Dinner Per Diem moral T. s10M,
5'
a 2 S' 735.55
o0 0.00 A-09
SG Y$0�00
o`0
?.$0.00
$0,00
For advance payments, claim.form must:be submitted fifteen.(15) business days in advance of travel. 332
• Claim will not be processed without the following documentation:
1) Conference or course.registration form;if applicable t3 �.
2) Travel itinerary, if traveling by air
3 Orinal itemized recei ts,or affidavits f approved by Department Director,for all expenses(except for meal per diems). ./of 1,70 �.
Prorated meal allowance:. :
For travel that commences before 1.:00 p.m. (flight departure time,:if traveling by air),$50 for:in-state travel and$60 for out-of-state travel
For travel that commences after 1:00 p.m. (flight departure time, if.traveling by air),.$35 for in-state travel:and$45 for.out-of-state.travel (NOT a per.diem)
DIRECTOR'S STATEM have reviewe this and affirm that all expenses listed conform to the City's travel policy and are within my
department's approp ' to get.
dd '�
Director Signature: G Date: blooal�V
EMPLOYEE ACKNOWLEDGEMENT O EAL ADVANCE AND OBLIGATION 1 O DOCUMENT EXPENDITURES: ..
I.hereby acknowledge receipt of$_ ,:such funds:being advanced to me:by the City of Carmel.solely for the purpose of:purchasing:meals . : :.
while traveling:to participate in official:business for:the City. I understand that within fifteen (15) business days-of'my return(as stated above),:
am responsible to.:
1) Submit original itemized receipts to the office of the Clerk-Treasurer documenting all meal expenditures; and
2) Return all unused funds to the office of.the Clerk-Treasurer
I further understand that failure to provide the required documentation shall result in the total amount of the advance being deducted'from the first
paycheck issued more than 30 days after the date of my return, Failure to return unused fundswill result in the amount of the unused funds (total
advance minus documented expenditur ) e'ing deducted from the:first paycheck issued more than 30:days after the date of my return. .
Employee Signature: Date: /O�2 S' /G ..
City.of Carmel Confidential 7/21/2016 Pagel
. . _. .
Essenhaus Inn & Conference Center Page 1 of 1. `
240 US-20 .
Middlebury,.W 46540
574-825-9471 574-825-1303
www.essenhaus.com
Chr!stine.(Linda)Pauley(Harvey) �IRo°m Fo tl o "''Checkln Checkout Balance;.
8711th St NW
Carmel,IN 46032 (245) 219229- 10/11/2016 10/13/2016 0.00
Master Folio
pate Rooms Des®cnpttonlhVoueher ti 1
� r ChargesF Credts Balance` ::.
10/11/2016 245 Room Nori-Taxable 105.00 0.00 " 105.00
10/12/2016- 245 Room Non-Taxable 10500 -' 0.00 210.00
10/13/2016: _245 Visa/Mastercard::...4691 AP:09133D 0:00 : - 210.00. 0.00
_.
.. .
_. .. .
sB Thank you for-staying with us! - -10/21r2016 09:04 os:oa PM. For future Reservations please visit
www.Essenhaus.com
... .. .
... ..
_. .. ... .. .
T DISTRICT2016 ILMC MEETING
& EDUCATION DAY
The ILMCT District Meetings&Education Days will take place in Middlebury and Rising Sun this fall. The meeting in Middlebury
will take place October 12-13 and the meeting in Rising Sun will take place October 25-26. Day 1 is Education Day and will include
presentations on internal control systems,new documentation requirements,your human resources responsibilities,and much more!
Day 2 will include a welcome from ILMCT President,Tamara Ruriyon,.folIowed by presentations from the State Board of Accounts and
Department of Local Government Finance. Day 2 is a State Board of Accounts called meeting.A continental breakfast and lunch will
be provided at the district meeting(Day 2). Don't forget to bring a door prize!
CLASS DESCRIPTIONS
DAY ■ • DAY
INTERNAL CONTROLS
8,30 a.m.-- Registration #
9:00 a.m. ' (3 HOURS, CATEGORY III)
Presented by Jim Higgins,London Witte Group,LLC
9:00 a.m.— Internal Controls This three hour class will provide attendees with a practical and
Noon no-nonsense overview of the past,present and future of local
internal control systems and the shifting of the documentation
Noon— Lunch on your own requirements that are being placed on cities and towns by the
1:30 p.m. State Board of Accounts. Additional emphasis will be placed on
the impacts to one person offices.
1:30 p.m.— Human Resources and Year End
4:3F 0 p.m. Responsibilities
E_ �$ HUMAN RESOURCES AND YEAR END RESPONSIBILITIES
(3 HOURS, CATEGORY 1)
DAY ■ • r Presented by Suzy Bass and Mitch Ripley,HR Unlimited Resources
8.30 a.m, Regis tion What do you mean I am responsible for Human Resources Direc-
9.00.a,m, for responsibilities as well as my Clerk-Treasurer duties? In the
first part of this session,we will cover all of the areas that you are
900 a. .— <nalontro ( responsible for in the area of Human Resources.For example,are
Noon you aware that if you have a new employee you are required to
clear them through the E-Verify system?Are you aware that you
are responsible for OSHA year-end reports?We will also cover
Noon Bu un rovided areas in the Federal and State statutes,which have changed
1:80 P.M. and may affect your current employees. In the second half of
the class,we will cover all of the year-end duties for your role as
1:00 p.m. Hum esources a Year End s Clerk-Treasurer.Please be ready with questions on both subjects
4:00 R sponsibilities as we plan to save enough time to cover your areas of concern.
DAY DISTRICT
8:30 a.m'— Registration and Continental Breakfast ��AGUE o f
9:30 a,m.
41 9:30 a.m.— Introduction of Officers,District Directors
11:30 a.m. and Guests i
State Board of Accounts
11:30 a.m.— Lunch
1:00 P.M. (�JU
5
1:00 P.M.— Department of Local Government Finance
2:30 p.m. andps
2:30 p.m.— Question and Answer Se'ss!on
3 .m. Door Prizes
Essenhaus Inn & Conference Center Page 1 of 1.
240 US 20
Middlebury,.IN. 46540
574-825-9471 574-825-1303
www.essenhaus.com
Christine(Linda)Pauiey.(Harvey) .. Room Foho,°h iP eckin heekOut Balani"e„
.87 11th (245)- - 21
�_ ,. .
Carmel St NW szzs lonvzols 10/1372016 0.00
N 46032.
Master Folio --
Ss".�'SN`.wu a n, C ga,
Date. Room� pescrtptton llMucher 3 gid, "� Ghar es Bala cep -
Credits�
b �h �. ' l, al
10/11/2016 245 ' Room Non-Taxable 105.00 0.00 105.00
10/12/2016'. 245 Room Non-Taxable - 105:00 0.00 210.00
10/13/2016 245 Visa/Mastercard.-:.A691. AP:09133D 0.00 210.00: 0.00
SB _ . . Thank you for�staying with us! -
10/21/2016 09:04 PM. For future Reseryations please visit
www.Essenhaus.com
. . .. . ... .. .
. .. .. .. .
2016 ILMCT. DISTRICT MEETING
& EDUCATION DAY
The ILMCT District Meetings&Education Days will take place in Middlebury and Rising Sun this fall. The meeting in Middlebury
will take place October 12-13 and the meeting in Rising Sun will take place October 25-26. Day 1 is Education Day and will include
presentations on internal control systems,new documentation requirements,your human resources responsibilities,and much more!
Day 2 will include a welcome from ILMCT President,Tamara Runyon,followed by presentations from the State Board of Accounts and
Department of Local Government Finance. Day 2 is a State Board of Accounts called meeting.A continental breakfast and lunch will
be provided at the district meeting(Day 2). Don't forget to bring a door prize!
CLASS DESCRIPTIONS
DAY r 1 • DAY(Middlebury)
INTERNAL CONTROLS
8,30 a.m.-- Registration (3 HOURS, CATEGORY III)
9:00 a.m. ' Presented by Jim Higgins,London Witte Group,LLC
9:00 a.m.— Internal Controls I!. This three hour class will provide attendees with a practical and
Noon no-nonsense overview of the past,present and future of local
internal control systems and the shifting of the documentation
NooLpm
Lunch on your own requirements that are being placed on cities and towns by the
{ 1:30 . State Board of Accounts. Additional emphasis will be placed on
\ the impacts to one person offices.
1:30 p.m.— Human Resources and Year End
4:3� 0 p.m. Responsibilities
HUMAN RESOURCES AND YEAR END RESPONSIBILITIES
(3 HOURS, CATEGORY 1)
DAY r • r • Presented by Suzy Bass and Mitch Ripley,HR Unlimited Resources
8.30 a,m, Regis tion What do you mean I am responsible for Human Resources Direc-
9.00 a m. for responsibilities as well as my Clerk-Treasurer duties? In the
first part of this session,we will cover all of the areas that you are
9D a. nal Contro responsible for in the area of Human Resources.For example,are
Noon you aware that if you have a new employee you are required to
clear them through the E-Verify system?Are you aware that you
are responsible for OSHA year-end reports?We will also cover
Noon Bu �rovfded r areas in the Federal and State statutes,which have changed
1: P.M. and may affect your current employees. In the second half of
the class,we will cover all of the year-end duties for your role as
1:00 p.m. Hum esources a Year End 4 Clerk-Treasurer. Please be ready with questions on both subjects
4:00 R sponsibilities as we plan to save enough time to cover your areas of concern.
DAY DISTRICT
8-30 a.m.— Registration and Continental Breakfast
9:30'a.m.
41 9:30 a.m.— Introduction of Officers,District Directors
11:30 a.m. and Guests
State Board of Accounts
11:30 a.m.— Lunch � �
1:00 P.M.
1:00 P.M.— Department of Local Government Finance
2:30 p.m. and
2:30 p.m.— Question and Answer Se'ssion
3:00p.m. Door Prizes
STATE OF INDIANA
1,10 ANE UAL OPPORTUNITY EMPLOYER STATE BOARD OF ACCOUNTS
302 WEST WASHINGTON STREET
ROOM E418
INDIANAPOLIS,INDIANA 46204-2769
Telephone:(317)232-2513
Fax:(317)232-4711
Web Site:www.in.gov/sboa
CERTIFICATE
I hereby certify that Linda Harvey, Chief Deputy Clerk-Treasurer, City of Carmel, Indiana attended
a meeting for City Clerks, City Controllers and City and Town Clerk-Treasurers in Middlebury, Indiana, on
October 13,2016, called by the State Examiner, pursuant to IC 5-11-14, and is entitled to mileage at a rate
per mile determined by the city or town council to the person furnishing the conveyance, for each mile
necessarily traveled to the place of the meeting and return, as provided by law.
Reimbursement for lodging is also authorized for the nights preceding the meeting dates in an
amount not to exceed the hotel's single room rate. Reimbursement for meals purchased while attending
the meeting in an amount determined by the city or town council is also authorized.
Sincerely,
PM4 Fj.
Paul D.Joyce, CPA
State Examiner
(This certificate is to be attached to an accounts payable voucher and filed in the Controller's or Clerk-
Treasurer's office for payment from the General Fund in the same manner as other claims. No appropriation
is required for payment of the expense.)
STATE OF INDIANA )
) SS:
COUNTY OF HAMILTON )
AFFIDAVIT
I, Linda J Harvey, Deputy Clerk Treasurer, being first duly sworn upon my oath, state that on
October 12th through 13th, 2016, I personally expended Two Dollars ($2.00) of my own money to pay
maid tips during my stay at Essenhaus Inn & Conference Center for the purpose of attending the 2016
ILMCT District Meeting for which I have not provided a receipt and for which I need to be reimbursed.
Dated this 31 st day of October, 2016
4
Linda rvey
Subscribed and sworn to before me,the undersigned Notary Public,this day of
52016.
NOTAA/R PUBLIC
Resident of /��' 7 Indiana
My Commission Expires:
r .
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