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HomeMy WebLinkAbout306647 12/28/16 (9) CITY OF CARMEL, INDIANA VENDOR: 00351368 CHECK AMOUNT: $ -46,738.75" ONE CIVIC SQUARE WALLACK SOMERS & HAAS PCCARMEL, INDIANA 46032 SONE UITE 2D300A SQUARE CHECK NUMBER: 306647 INDIANAPOLIS IN 46204 CHECK DATE: 12/28/16 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340000 24783 2,085.00 LEGAL FEES 902 4340000 24784 6,359.25 LEGAL FEES 902 4340000 24785 973.00 LEGAL FEES 902 4340000 24786 9,452.00 LEGAL FEES 902 4340000 24787 278.00 LEGAL FEES 902 4340000 24788 695.00 LEGAL FEES 902 4340000 24789 69.50 LEGAL FEES 902 4340000 24791 69.50 LEGAL FEES 902 4340000 24793 3,579.25 LEGAL FEES LEGAL FEES 902 4340000 24795 208.50 LEGAL FEES 902 4340000 24796 34.75 902 4340000 24797 3,092.75 LEGAL FEES 902 4340000 24802 764.50 LEGAL FEES 902 4340000 24803 69.50 LEGAL FEES 902 4340000 24804 19,008.25 LEGAL FEES nv Z O * < 0 0 0 0 0 0 0 0 0 0 0 v O m a 0 O 0 O O 0 O 0 O 0 O o Z D r c y N N N N N N N N N N N Z Z D n D v 0 _ D n _0 X m rn O D O Z �Cpp z a- C t/) Cp N N N N N N N N N N N CD Z U) A O O ZC) m A A A A A A A A -1 -1 -1 V -I OD V J V OD 00 m OD Co CO OD 00 O OD 00 OO 0 OCOD CA 1W CA m 69 -P6 DN �* T N 90 CD m A A A A N O N O N N O N O N O N O N O N O N O n 3 _ c A A A A A A A CA =i; W W w w W w W Ww m O O (� D n O A 0 A 0 A O A 0 A 0 A O A 0 .4 0 A 0 .4 to A j 2) 00000000 000000 00000000CL 3 3 O O N O 0 . 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CD � k , m ] CD \ \ ( i _ _ > i 0 k _ - % - § , s < $ @ k CC) E § § k§ ) Ma-Mack Somers & Haas, AC. One Indiana Square Suite 2300 Indianapolis,IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel November 14, 2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#: carmparcel2 Attention: Mike Lee Inv #: 24789 RE: Parcel DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-11-16 Project meeting with C. Meyer, M. 0.10 34.75 KPH Frischkorn,B. Cordingley, R.Brown,and Pedcor project team; Attend to office building #5 construction and funding. Oct-18-16 Project meeting with C. Meyer,M. 0.10 34.75 KPH Frischkorn, B. Cordingley,R.Brown,and Pedcor project team;Attend to Kent design, schedule, construction, and funding. Totals 0.20 $69.50 Total Fee& Disbursements $69.50 Previous Balance 7,499.75 Balance Now Due $7,569.25 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#: carmparce15 Attention: Mike Lee Inv #: 24793 RE: Parcel DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-03-16 Multiple emails with Pedcor legal assistant 0.20 69.50 JRS regarding exhibits for remaining unexecuted documents and regarding status of such documents. Emails with R. Brown,B.Bingham, and K. 0.30 104.25 JRS Haas regarding capitalized interest period and relation of letter of credit to bond documents, Review revised exhibits to land swap 0.50 173.75 JRS agreement and provide comments to same. Oct-04-16 Review notes and file regarding project and 0.20 69.50 KPH document status; Meeting preparation. City Center project meeting with C. Meyer, 0.50 173.75 KPH M.Frischkorn, B. Cordingley,R. Brown, and Pedcor project team;Address various Park East/Second Component project issues; Attend to proposed hotel project and financing structure. ?A.,p CAN' Follow up on editing--and IEDC 0.30 104.25 KPH ftdl+Sbl Y% application. Emails with Pedocr legal assistant regarding 0.20 69.50 JRS remaining documents to be executed;Send execution copies of same to Pedcor legal assistant. Review revised exhibits to Excess Existing 0.30 104.25 JRS Improvements Increment Taxpayer Agreement and provide comments to Pedeor legal assistant regarding same. Oct-11-16 Review notes and file regarding project and 0.20 69.50 KPH document status; Meeting preparation. City Center project meeting with C. Meyer, 0.60 208.50 KPH M. Frischkorn,B. Cordingley,R. Brown, and Pedcor project team; Address various Park East/Second Component project issues; Attend to Hamilton design and schedule; Attend to land swap deeds and parcel legal descriptions;Attend to proposed financing structure for hotel project. Follow up on actual verses scheduled 0.80 278.00 KPH component design,financing, and construction. Oct-13-16 Preparation for.Umbaugh increment 0.20 69.50 KPH projection and report meeting. Increment projection and report meeting with 0.20 69.50 KPH C. Meyer, M. Lee,L. Matthes,H.Amsbaugh, A.Mouser,and B. Donaldson;Attend to hotel and Songbook Museum project issues. Oct-18-16 Review notes and file regarding project and 0.30 104.25 KPH document status; Meeting preparation. City Center project meeting with C. Meyer, 0.40 139.00 KPH M. Frischkorn, B. Cordingley,R Brown, and Pedcor project team;Address various Park East/Second Component project issues; Attend to Hamilton design and schedule; Attend to land swap deeds and grantor reserved rights. Oct-19-16 Prepare for executive session;Review notes 0.10 34.75 KPH and file. Attend executive session; Discussion of 0.10 34.75 KPH permissible topics. Attend regular meeting; Attend to project 0.30 104.25 KPH status. Oct-21-16 Follow up on taxpayer agreement liens; Calls. 0.30 104.25 KPH Oct-23-16 Memos and email 1.20 417.00 KPH Oct-24-16 Review notes, file, and correspondence 0.40 139.00 KPH regarding hotel project; Consider alternatives for structure of hotel deal and public funding. Update C.Meyer regarding hotel project. 0.10 34.75 KPH Oct-25-16 Review notes and file regarding project and 0.10 34.75 KPH document status; Meeting preparation. City Center project meeting with C. Meyer, 0.80 278.00 KPH M. Frischkorn,B. Cordingley, R. Brown, and Pedcor project team;Address various Park East/Second Component project issues; Attend to component design, financing, and construction; Attend to outstanding Park East garage declaration; Attend to options regarding hotel site acquisition and hotel public funding; Attend to allocation and application of remaining bond proceeds. Consider and evaluate alternatives for 1.20 417.00 KPH structure of hotel deal and public funding. Oct-26-16 Attend to executed documents from Pedcor 0.50 173.75 JRS legal assistant,including restated land swap agreement, garage operating agreement, LOC agreement amendment,excess Ell PIATT, and restated declaration. Totals 10.30 $3,579.25 Total Fee& Disbursements $3,579.25 Retainers Applied 3,579.25 Balance Now Due $0.00 Remaining Retainer Balance $42,776.25 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#: carmparcel7a Attention: Mike Lee Inv #: 24796 RE: Parcel 7A DATE DESCRIPTION HOURS .AMOUNT LAWYER Oct-19-16 Attend Commission regular meeting;Attend 0.10 34.75 KPH to agenda items. Totals 0.10 $34.75 Total Fee & Disbursements $34.75 Previous Balance 34.75 Balance Now Due 569.50 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 November 14, 2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#: carmparcel7c Attention: Mike Lee Inv #: 24797 RE: Parcel 7C DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Civic lease status conference with C. Meyer 0.10 34.75 KPH and M. Frischkorn; Update file. Oct40-16 Complete draft of Civic lease. 1.20 417.00 KPH Review Civic lease exhibits from T. Shute. 0.40 139.00 KPH Consider comments to exhibits. 0.30 104.25 KPH Emails to T. Shute regarding status of 0.30 104.25 KPH exhibits;Address premises size with T. Shute. Distribute draft lease; Extended memo and 0.70 243.25 KPH email to A. Buroker explaining rent amount, premises.size, other lease terms and CRC approval limitations. Oct-11-16 Make minor additional modifications to Civic 0.60 208.50 KPH lease. Distribute modified Civic lease; Emails to M. 0.40 139.00 KPH Frishckorn and T. Shute. Oct-12-16 Review M.Frischkorn comments to Civic 0.10 34.75 KPH lease. Email to M. Frischkorn regarding comments 0.10 34.75 KPH to Civic lease. Oct-19-16 Prepare for Commission regular meeting. 0.20 69.50 KPH Attend Commission regular meeting;Attend 0.20 69.50 KPH to document approval and execution. Review notes, file, and correspondence; 0:60 208.50 KPH Identify suggested revisions to Civic lease. Review and revise Civic lease accordingly. 1.10 382.25 KPH Distribute Civic lease; Memo and email to M. 0.40 139.00 KPH Frischkorn. Oct-25-16 Attend to proposal to reduce premises size to 0.70 243.25 KPH decrease rent amount. Follow up on Civic space designation for 0.90 312.75 KPH reduced premises; Revise Civic lease to reflect reduction. Follow up on and review Civic lease exhibits. 0.20 69.50 KPH Extended memo and email to A. Buroker 0.40 139.00 KPH explaining Civic lease revisions. Totals 8.90 $3,092.75 Total Fee &Disbursements $3,092.75 Previous Balance 7,933.50 Balance Now Due $11,026.25 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 November 14, 2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: carmparcel10 Attention: Mike Lee Inv #: 24788 RE: Parcel 10 DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Project meeting with C. Meyer,M. 0.50 173.75 KPH Frischkorn,B. Cordingley,R. Brown,and Pedcor project team; Oct-11-16 Project meeting with C. Meyer,M. 0.20 69.50 KPH Frisehkorn,B. Cordingley,R. Brown, and Pedcor project team;Attend to proposed site redevelopment. Oct-18-16 Project meeting with C. Meyer,M. 0.50 173.75 KPH Frischkorn,B. Cordingley, R. Brown,and Pedcor project team;Attend to deal and funding structure for proposed site redevelopment; Attend to Shapiro's building leasing update. Follow up options regarding Huntington 0.40 139.00 KPH redevelopment public funding; Consider and evaluate various options. Oct-19-16 Attend Commission executive session; 0.10 34.75 KPH Discussion of permissible topics. Oct-25-16 Project meeting with C. Meyer,M. 0.30 104.25 KPH Frischkorn,B. Cordingley, R. Brown, and Pedcor project team;Attend to plan and options for-site redevelopment. Totals 2.00 $695.00 Total Fee & Disbursements $695.00 Previous Balance 173.75 Balance Now Due $868.75 Attorney Rate Karl P.Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $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 November 14,2016 Carmel Redevelopment Commission 30 'West Main Street, Suite 220 Carmel, IN 46032 File#: carmparcel49 Attention: Mike Lee Inv #: 24791 RE: Parcel 49 DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Plaza conveyance status conference with C. 0.20 69.50 KPH Meyer and M. Frischkorn; Update file. Totals 0.20 $69.50 Total Fee&Disbursements $69.50 Previous Balance 2,124.50 Balance Now Due $2,194.00 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: carmparce162 Attention: Mike Lee Inv #: 24795 RE: Parcel 62-PNC DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-13-16 Preparation for Umbaugh increment 0.20 69.50 KPH projection and report meeting. Increment projection and report meeting with 0.20 69.50 KPH C.Meyer, M.Lee, L.Matthes,H. Amsbaugh, A.Mouser,and B. Donaldson;Attend to deal terms and bond closing. Oct-19-16 Attend Commession executive session; 0.20 69.50 KPH Discussion of permissible topics. Totals 0.60 $208..50 Total Fee& Disbursements $208.50 Previous Balance 69.50 Balance Now Due $278.00 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: Carm-MidTPed Attention: Mike Lee Inv #: 24787 RE: Pedcor Midtown DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Project meeting with C. Meyer,M. 0.30 104.25 KPH Frischkorn, B. Cordingley,R. Brown, and Pedcor project team;Attend to IEDC application and proposed civic center. Oct-11-16 Project meeting with C. Meyer,M. 0.20 69.50 KPH Frischkorn, B. Cordingley, R. Brown,and Pedcor project team;Attend to IEDC application and support letters. Oct-18-16 Project meeting with C.Meyer,M. 0.20 69.50 KPH Frischkorn, B. Cordingley, R. Brown, and Pedcor project team; Attend to IEDC application and support letters. Oct-25-16 Project meeting with C. Meyer, M. 0.10 34.75 KPH Frischkorn, B. Cordingley, R. Brown, and Pedcor project team;Attend to IEDC application and support letters. Totals 0.80 $278.00 Wallack Somers & Haas, AC. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#:carni-MidtwnE Attention: Mike Lee Inv #: 24783 RE: Midtown East DATE DESCRIPTION HOURS AMOUNT LAWYER Aug-04-16 Emails with B. Crist regarding revised 0.30 104.25 JRS right-of-way deed; Review revised right-of-way deed. Attend to exhibit issues;Emails with M. Lee, 0.50 173.75 JRS K.Boren, and K. Haas regarding same. Aug-05-16 Attend to closing and post-closing matters, 0.80 278.00 JRS including work through exhibit issues and emails with M. Lee,K.Boren, and J. Wallander. Aug-08-16 Follow up emails with B. Crist regarding 0.10 34.75 JRS right-of-way grant. Follow up with A. Greenwood and K. Boren 0.20 69.50 JRS regarding original executed Master Project Agreement and First Phase Project Agreement; Telephone call with A. Greenwood regarding same. Attend to executed document package from 0.30 104.25 JRS Hamilton Title. Aug-12-16 Emails with B. Crist and T. Haney regarding 0.30 104.25 JRS right-of-way grant;Follow up on same. Aug-15-16 Attend to garage contingency; Consider means 0.90 312.75 KPH of carving out a contingency; Emails with C. Meyer. Aug-17-16 Prepare for Commission executive session; 0.20 69.50 KPH Review notes and file. Attend Commission executive session; Lead 0.20 69.50 KPH discussion of permissible topics. Attend Commission regular meeting;Attend 0.20 69.50 KPH to project status. Emails with B. Crist regarding status of 0.30 104.25 JRS post-closing matters, specifically right-of-way grant. Aug-22-16 Follow up on post-closing items and 0.20 69.50 KPH outstanding public area and right-of-way documents; Calls. Aug-31-16 Attend to email from C. Meyer regarding 0.20 69.50 JRS CRC commitments. Sep-12-16 Bond closing follow up; Work to complete 0.30 104.25 KPH file and transcript;Identify open items. Sep-15-16 Address project issues; Conference with C. 0.10 34.75 KPH Meyer and M. Frischkorn. Sep-21-16 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 regular meeting; Attend to project 0.10 34.75 KPH status. Oct-13-16 Follow up on creation of allocation areas and 0.20 69.50 KPH increment estimation. Oct-19-16 Attend Commission regular meeting;Attend 0.20 6.9.50 KPH to project status;Address project questions from Commissioners. Oct-25-16 Emails with M. Frischkorn regarding 0.20 69.50 JRS environmental provisions. Totals 6.00 $2,085.00 Total Fee&Disbursements $2,085.00 Previous Balance 102,408.25 Previous Payments 102,408.25 Balance Now Due $2,085.00 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#:Carni-MidtwnW Attention: Mike Lee Inv #: 24804 RE: Midtown West DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-03-16 Draft taxpayer agreement for office property; 1.90 660.25 JRS Review and revise project agreement and taxpayer agreement for mixed-use property in connection with foregoing. Draft taxpayer agreement guaranties for each 2.80 973.00 JRS of mixed-use property and office property. Review and revise garage installment contract 0.80 278.00 JRS for conformity with taxpayer agreements. Oct-04-16 Project status conference with C. Meyer and 0.30 104.25 KPH M. Frischkorn;Update file. Review comments to project agreement by C. 0.80 278.00 JRS Meyer; Prepare and send email to C. Meyer with responses to comments and additional questions. Attend to emails forwarded by C. Meyer 0.80 278.00 JRS regarding utility and storm water easements and determine project agreement needs to reflect with respect to such easements; Emails with C. Meyer with questions regarding same. Brief review of draft of agreement for utility 0.30 104.25 JRS and storm water easements,together with depictions of the easement areas. Telephone call with C. Meyer; Organize 0.40 139.00 JRS notes from telephone call. Review and revise project agreement. 1.60 556.00 JRS Oct-05-16 Meeting preparation; Careful and close 1.10 382.25 KPH review of file; Identify project and deal similarities and difference among this project, Midtown East,Midtown South,and Monon &Main; Consider and determine means to address same. Oct-06-16 Project meeting with B&S team, Merchants 1.50 521.25 KPH team, C.Meyer,M. Frschkorn,M. Lee, and J. Shoup[presence of both K. Haas and J. Shoup requested and authorized by C. Meyer]; Attend to design comments, design build RFP,bridging documents, construction contingency, and use of lease/rental bond proceeds. Follow up on use of lease/rental bond 0.20 69.50 KPH proceeds. Prepare for and attend project meeting with 1.50 521.25 JRS B&S team,Merchants team, C.Meyer,M. Frischkorn,M. Lee and K. Haas. Oct-10-16 Review and revise completion guaranty. 0.30 104.25 JRS Draft project declaration. 0.70 243.25 JRS Review and revise project agreement. 0.30 104.25 JRS Oct-11-16 Draft project declaration. 3.10 1,077.25 JRS Oct-13-16 Meeting preparation;Review notes and file. 0.30 104.25 KPH Project meeting with B&S team,Merchants 1.20 417.00 KPH team, C.Meyer, M. Frischkorn,M. Lee, and J. Shoup [presence of both K. Haas and J. Shoup requested and authorized by C. Meyer]; Attend to alternate bond and financing structures,use of bond proceeds, identity of interests, parking charges, and other deal points. Preparation for Umbaugh increment 0.20 69.50 KPH projection and report meeting. Increment projection and report meeting with 0.20 69.50 KPH C. Meyer,M. Lee, L. Matthes,H. Amsbaugh, A. Mouser, and B. Donaldson; Attend to deal terms and bond closing. Prepare for and attend weekly project 2.20 764.50 ' JRS meeting with B&S team,Merchants team, C. Meyer,M. Frischkorn, M. Lee, and K. Haas; Follow up on meeting issues. Oct-14=16 Review and revise project agreement. 0.90 312.75 KPH Draft project declaration. 3.80 1,320.50 JRS Oct-17-16 Draft project declaration; Review and revise 1.90 660.25 JRS garage installment contract and taxpayer agreement for conformity with project declaration. Oct-19-16 Prepare for Commission executive session; 0.20 69.50 KPH Review notes and file. Attend Commission executive session; Lead 0.10 34,75 KPH discussion of permissible topics. Draft response to B. Barrett @ AN 0.20 69.50 JRS Oct-20-16 Review and revise project agreement and 0.40 139.00 JRS summary of declaration provisions. Conference with K. Haas;Telephone call 0.70 243.25 JRS with B.Donaldson and K. Haas Oct-21-16 Review and revise project agreement. 1.10 382.25 KPH Oct-24-16 Consider how to revise project agreement 1W 0.70 243.25 JRS Review and revise project agreement. Oct-25-16 Attend to coordination of change to 0.60 208.50 KPH lease/rental bonds with change in control of design and construction. Review notes, file, and correspondence 0.70 243.25 KPH regarding bond structure alternatives 10 Update conference with C.Meyer and M. 0.30 104.25 KPH Frischkorn Emails with T. Dinwiddie 0.40 139.00 JRS Emails with C. Meyer and K.Haas regarding same. Create document and exhibit checklist. 0,60 208.50 JRS Review and revise project agreement. 3.20 1,112.00 JRS Review and revise declaration to add legal 0.80 278.00 JRS description adjustment provisions. Draft garage operating agreement. 0.70 243.25 JRS Oct-26-16 Draft garage operating agreement and 2.80 973.00 JRS' memorandum;Review and revise garage property installment contract and declaration in connection with foregoing. Telephone call with T. Dinwiddie and K, 0.50 173.75 JRS Haas regarding garage ownership; Follow up conference with K. Haas. Oct-27-16 Meeting preparation;Review notes and file., 0.30 104.25 KPH Follow up on creation of allocation areas and 0.20 69.50 KPH increment estimation. Project meeting with B&S team, Merchants 1.20 0.00 KPH team, C. Meyer, M. Frischkorn, M. Lee, . and J. Shoup [presence of both K. Hairs and J. Shoup requested and authorized by C.. Meyer]; Attend to creation of allocation areas and increment estimation;Attend to demolition of empty residences; Attend to lease/rental EDC bond structure. Prepare for and attend weekly project 1.50 521.25 JRS meeting with B&S team,Merchants team, C. Meyer,M. Frischkorn,M. Lee, and K. Haas. Oct-28-16 Follow up on project agreement issues; 0.70 243.25 KPH Consider and note alternative issue resolutions. Draft lengthy email outlining change 1& 1.60 556.00 JRS ; Review meeting notes in connection with same; Emals with B. Donaldson regarding same. Oct-31-16 Review and revise project agreement. 0.60 208.50 KPH Attend to issue regarding ownership of 0.60 208.50 KPH parking garage and differing bond requirements and tax limitations. Develop alternative ownership structure to 0.70 243.25 KPH address issue regarding ownership of parking garage and differing bond requirements and tax limitations. Conference call with B. Donaldson to address 0.40 139.00 KPH issue regarding ownership of parking garage, differing bond requirements and tax limitations,and ownership structure to address issue. Attend to emails regarding storm sewer 0.30 104.25 JRS easement. Organize notes in preparation for revising 4.30 1,494.25 JRS project agreement;Review and revise project agreement. Multiple emails with B. Donaldson and K. 0.40 139.00 JRS Haas regarding EDC lease rental bonds structure;Telephone call with B. Donaldson regarding same. Totals 55.90 $19,008.25 Total Fee&Disbursements $19,008.25 Previous Balance 26,166.75 Balance Now Due $45,175.00 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#:carm-MidtwnS Attention: Mike Lee Inv #: 24786 RE: Midtown South DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Project status conference with C. Meyer and 0.20 69.50 KPH M. Frischkorn;Update file. Oct-05-16 Meeting preparation; Careful and close 1.40 486.50 KPH review of file; Identify project and deal similarities and difference among this project, Midtown East, Midtown West, and Monon& Main; Consider and determine means to address same. Oct-06-16 Meeting with J.C. Hart team, Old Town team, 1.40 486.50 KPH C.Meyer,M. Frischkorn,M. Lee, and J. Shoup [presence of both K. Haas and J. Shoup requested and authorized by C. Meyer]; Attend to design status,design/build process,reimbursement agreement, and use of lease/rental bond proceeds. Follow up on use of lease/rental bond 0.30 104.25 KPH proceeds. Prepare for and attend meeting with C. 1.40 486.50 JRS Meyer,M. Frischkorn, M. Lee,J.C. Hart team, Old Town team, and K. Haas. Organize meeting notes for drafting project 0.20 69.50 JRS agreement. Oct-13-16 Preparation for Umbaugh increment 0.20 69.50 KPH projection and report meeting. Increment projection and report meeting with 0.20 69.50 KPH C.Meyer,M. Lee,L. Matthes, H. Amsbaugh, A. Mouser, and B.Donaldson;Attend to deal terms and bond closing. Oct-17-16 Review meeting notes in preparation for 1.90 660.25 JRS drafting project agreement;Email to C. Meyer with questions regarding project specifics; Draft project agreement. Oct-18-16 Draft project agreement; Review master 6.60 2,293.50 JRS project agreement in connection with foregoing. Oct-19-16 Prepare for Commission executive session; 0.10 34.75 KPH Review notes and file. Attend Commission executive session; Lead 0.10 34.75 KPH discussion of permissible topics. Draft project agreement; Review Garmong's 6.20 2,154.50 JRS price and qualitative bids in connection with foregoing. Oct-20-16 Draft project agreement. 2.90 1,007.75 JRS Oct-21-16 Proofread, review, and revise project 1.80 625.50 JRS agreement;Draft explanatory email to C. Meyer and send with draft of project agreement. Oct-25-16 Attend to project agreement issues and 0.50 173.75 KPH assignment/assumption of rights/obligations Review comments to project agreement from 0.50 173.75 JRS C. Meyer; Prepare and send response to same.. Oct-26-16 Review and revise project agreement; Review 1.30 451.75 JRS plan materials from developer. Totals 27.20 $9,452.00 Total Fee & Disbursements $9,452.00 Balance Now Due $9,452.00 Attorney Rate Karl P.Haas $347.50 Jennifer R. Shoup $347.50 Ryan R.Wilmering $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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#: Carm-MerMain Attention: Mike Lee Inv #: 24785 RE: Meridian & Main DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Project status conference with C. Meyer and 0.20 69.50 KPH M. Frischkorn;Update file. Oct-13-16 Preparation for Umbaugh increment 0.30 104.25 KPH projection and report meeting. Increment projection and report meeting with 0.50 173.75 KPH C. Meyer,M. Lee, L. Matthes,H. Amsbaugh, A. Mouser, and B. Donaldson;Attend to allocation areas, aggregated increment, and Spine Group expansion. Oct-19-16 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. Oct-24-16 Review notes, file and correspondence 0.40 139.00 KPH regarding terms of increment split and maintaining increment neutrality. Extended memo and email to J. Scimia 1.10 382.25 KPH regarding issues concerning terms of increment split and maintaining increment neutrality.. Update C. Meyer regarding increment issues; 0.10 34.75 KPH Email. Totals 2.80 $973.00 Total Fee&Disbursements $973.00 Previous Balance 1,216.25 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 & Haas, A C. One Indiana Square Suite 2300 Indianapolis,IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: carm-MainMon Attention: Mike Lee Inv #: 24784 RE: Main& Monon DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-04-16 Project agreement status conference with C. 0.20 69.50 KPH Meyer and M. Frischkorn; Update file. Oct-05-16 Meeting preparation; Careful and close 1.40 486.50 KPH review of file; Identify project and deal similarities and differences among this project, Midtown East, Midtown South, and Midtown West; Consider and determine means to address same. Oct-06-16 Weekly project meeting with C. Meyer, M. 1.20 417.00 KPH Frischkorn,M. Lee, C. Lazzara,A. Lazzara, and J. Shoup [presence of both K. Haas and J. Shoup requested and authorized by C. Meyer]; Attend to project agreement issues; Attend to Plaza prohibited uses and event scheduling; Attend to increment projections and IPC finance amount. Follow up on increment projections and IPC 0.20 69.50 KPH finance amount. Prepare for and attend weekly project 1.20 417.00 JRS meeting with C. Meyer, M. Lee,K. Haas, C. Lazzara and A. Lazzara. Draft extended email 0.60 208.50 JRS Oct-13-16 Meeting preparation;Review notes and file. 0.30 104.25 KPH Weekly project meeting with C. Meyer,M. 1.00 347.50 KPH Frischkorn,M. Lee, C. Lazzara,A. Lazzara, and .J Shoup; Attend to project agreement issues; Attend to coordination of component documents and construction;Attend to garage maintenance and cost allocation issues. Follow up on garage maintenance and cost 0.20 69.50 KPH allocation issues. Preparation for Umbaugh increment 0.30 104.25 KPH projection and report meeting. Increment projection and report meeting with 0.30 104.25 KPH C. Meyer,M.Lee, L. Matthes, H.Amsbaugh, A. Mouser, and B. Donaldson; Attend to deal terms and bond closing. Oct-14-16 Review and revise project agreement. 0.90 312.75 KPH Oct-19-16 Prepare for Commission executive session; 0.10 34.75 KPH Review notes and file. Attend Commission executive session; Lead 0.20 69.50 KPH discussion of permissible topics. Oct-21-16 Draft response to C. LazzaraflgINM 0.50 173.75 JRS Review project agreement in connection with foregoing. Oct-26-16 Review D. Coots comments to project 0.70 243.25 KPH agreement. Meeting preparation;Identity C. Coots 0.50 173.75 KPH comments for discussion at Thursday meeting. Emails with D. Coots regarding project 0.20 69.50 JRS agreement. Oct-27-16 Meeting preparation; Review note$and file. 0.30 104.25 KPH y. a Weekly project meeting with C. Meyer,M. 1.10 382.25 KPH Frischkorn,M. Lee, C. Lazzara, A.Lazzara, J. Shoup, and Crowe Horwath team [presence of both K. Haas and J. Shoup requested and authorized by C. Meyer];Attend to creation of allocation areas and increment estimation; Attend to D. Coots comments to project agreement. Follow up on creation of allocation areas and 0.30 104.25 KPH increment estimation. Review comments to project agreement from 1.30 451.75 JRS D. Coots;Review project agreement in connection with foregoing;Draft and send responses to D. Coots comments. Prepare for and attend weekly project 1.40 486.50 JRS meeting with C. Meyer,C. Lazzara,A. Lazzara, Crowe Horwath team,and K. Haas; Follow up conference with K.Haas,re: revisions to project agreement.. Oct-28-16 Emails with D. Coots. 0.30 104.25 JRS Organize notes from meeting;Review and 2.10 729.75 JRS revise project agreement. Create closing document checklist. 0.30 104.25 JRS Oct-31-16 Review and revise project agreement. 1.20 417.00 KPH Totals 18.30 $6,359.25 Total Fee& Disbursements $6,359.25 Previous Balance 26,966.13 Balance Now Due $33,325.38 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: carmparty Attention: Mike Lee Inv #: 24803 RE: PTR DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-13-16 Umbaugh increment projection and report 0.20 69.50 KPH meeting with C..Meyer, M. Lee,L. Matthes, H. Amsbaugh,A.Mouser, and B. Donaldson; Totals 0.20 $69.50 Total Fee& Disbursements $69.50 Previous Balance 34.75 Previous Payments 34.75 Balance Now Due $69.50 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 November 14,2016 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel,IN 46032 File#: carmisc Attention: Mike Lee Inv #: 24802 RE: General Matters DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-13-16 Preparation for Umbaugh increment 0.70 243.25 KPH projection and report meeting;Review notes, file,and most recent TIF annual report. Increment projection and report meeting with 0.50 173.75 KPH C. Meyer,M. Lee,L.Matthes,H. Amsbaugh, A. Mouser, and B. Donaldson;Attend to TIF annual report, ice rink project,Legacy, Gramercy, Barrington, and Sunrise. Oct-19-16 Prepare for Commission executive session; 0.20 69.50 KPH Review notes and file. Attend Commission executive session; Lead 0.10 34.75 KPH discussion of permissible topics. Prepare for Commission regular meeting. 0.30 104.25 KPH Attend Commission regular meeting; Attend 0.40 139.00 KPH to agenda items. Totals 2.20 $764.50 Total Fee & Disbursements $764.50 Previous Balance 2,502.00 Balance Now Due $3,266.50 Attorney Rate Karl P.Haas $347.50 Jennifer R, Shoup $347.50 Ryan R. Wilmering $247.50