308443 02/22/17 I Cqq .
CITY OF CARMEL, INDIANA VENDOR: 00351368
til ONE CIVIC SQUARE WALLACK SOMERS & HAAS PC CHECK AMOUNT: S**"65,463.75"
CARMEL, INDIANA 46032 ONE INDIANA SQUARE CHECK NUMBER: 308443
SUITE 2300 CHECK DATE: 02/22/17
INDIANAPOLIS IN 46204
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
902 . 4340000 25074 8,791.75 LEGAL FEES
902 4340000 25076 486.50 LEGAL FEES
902 4340000 25077 347.50 LEGAL FEES
902 4340000 25078 104.25 LEGAL FEES
9024340000 25079 69.50 LEGAL FEES
902 4340000 25080 278.00 LEGAL FEES
902 4340000 25081 168.50 LEGAL FEES
902 4340000 25082 208.50 LEGAL FEES
902 4340000 25083 10,703.00 LEGAL FEES
902 4340000 25084 32,838.75 LEGAL FEES
902 4340000 25085 139.00 LEGAL FEES
902 4340000 25086 1,772.25 LEGAL FEES
902 4340000 25087 9,556.25 LEGAL FEES
VOUCHER NO: WARRANT NO. Prescribed by State Board of Accounts City Form No..20,i(Rev.1995)
AttowEo 20 ACCOUNTS PAYABLE VOUCHER
Vendor.#.,'00351368
IN SUM OF$
WALLACK SOMERS&-HAAS PC CITY OF.CARMEL
:
ONE INDIANA SQUARE An invoice or bill to be properly itemized must show:kind of service,where perfonned;'dates service
rendered;.by whom,rates,per day,number.of hours,rate per hour,number of.units;.prioe per.unit,etc..
INDIANAPOLIS;.IN 46204
Payee
$65,463.75 .
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
25087 43-400.00. $9,556.25 I hereby certify that,the attached invoice(s),or 1/27/17_. 25087 Main and Monon $9,556.25
902 902 902 .' 902
bills)is(are)true and correct and thatthe,
25086 43-400.00 $1,772:25 1/27/17, 25086 Meridian and Main.; $1;772.25,
902 902 . . materials or services itemized thereon for 902 902
25083 . 43-400.00. $10;703.00 1/27/17• 25083: Midtown South $10,703.00
which charge is,made were ordered and
902 902 902 902
25084 43-400.00 $32,838.75 received except .1/27/17. 25084 Midtown West $32,838.75
902 902. 902 902
25085. 43-400.00 . $139.00. 1/27/17• '25085 Midtown East $139.00
902 902: 902 . .902
25082 43-400.00 $208.50 1/27/17 25082 Pedcor Midtown $208.50
902 902 902. . . 902
25077 43-400.00 $347:50. 1/27/11 25077 Parcel 62 $347.50
902 902 Thursday, February 16,2017 902 902
25078 43-400.00 $104:25 1127/17' 25078. Parce149. $104.25
E902 ..902 902. 902
25081 .43-400.00 $168.50 1/27/17 25081 Parsel16 $168.50
;Meyer
;Come
2 902 902' .:' 902.
25079 43-400.00 $69.50, 1,/27/97 25,07g.'. Parcel i.2 $69.50
902 902 902 902 .
25076 43-400.00 $486.50 1/27/17 25076 Parcel X $486.50
902 902
902; 902.
I hereby certify that.the attached invoice(s);or bill(s),is(are)true and correct and I have
' a
udited.same.in accordance with.IC 5-11-1.0-1.6
20.
Cost distribution ledger classification if claim'paid motor vehicle-highway fund.. Clerk-Treasurer
VOUCHER NO. WARRANT:NO. Prescribed by state
Board of Accounts City Form No.201(Rev.1995)
ALLOWED 20 ACCOUNTS -PAYABLE VOUCHER
Vendor# 00351368
IN'SUM OF$
WALLACK SOMERS &HAAS PC .
. . ..CITY-OF CARMEL
ONE INDIANA SQUARE An invoice or bill to be properly itemized must show:kind of service,where performed,'dates service
rendered;by whom,rates per day,numberof.hours,rate per hour,number of units;.price per.unit,etc...
INDIANAPOLIS;.IN 46204
Payee. :
$65,463.75
Purchase Orde
ON ACCOUNT OF APPROPRIATION'FOR r
Terms
#
Redevelopment Commission
Date Due
PO# ACCT#
DATE INVOICE# DESCRIPTION:
DEPT# INVOICE# Fund# AMOUNT Board Members : DEPT'# FUND# (or note attached invoices)or bill(s)) AMOUNT
25074 43-400.00 $8,791.75.' 1/27/47 25074 Parcel $8,791.75
902 902 902 902
25080 43=400.00 $278.00 1/27117 25080 Parcell $278.00:
902 902 902 902
.l hereby certify that the attached invoice(s),or bill(s),is.(are)true.and correct and I have
audited.same.ih accordance With.IC 5-11-1071.6 ,
'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: 3171231-9000 Fax: 317/231-9900
City of Carmel January 27,2017
Carmel Redevelopment Commission
30 West Main.Street, Suite 220
Carmel,IN
46032RCVD
02-01 -17P01 : 11 File#: carmparc612
Attention: Mike Lee Inv #: 25.08Q
R.E. Parcell
DATE DESCRIPTION HOURS AMOUNT LAWYER.
Nov-01-16 Check on project status and completion. 0.20 69.50 KPH
schedule.
Dec-06-16 Meeting with C. Meyer, M. Frischkorn,B. 0.20 69.50 KPPI
Cordingley,R. Brown, and Pedcor project
team; Address Kent project issues and
construction costs.
Dec-20-16 Meeting with C: Meyer, M. Frischkorn, B. 0.20 69.50 KPH.
Cordingley,R.Brown, and Pedcor project
team; Address Kent clubhouse design and
bond.funds.appl_ication.
Review sources and uses sheet. 0.20 69:50 KPH
Totals 0.80 $278.00
Total Fee &.Disbursements $278:00
Previous Balance 7,56.9.25
Previous Payments 7,569.25
Balance Now Due $278.00
Attorney Rate
.Karl P.Haas $347.50
Jennifer R. Shoup $347:50
Ryan.R. Wilmering $247.50.
02-01-17P01 : 01 RCVD
Wallack Somers& Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis,IN.46204
Pli: 317/231-9000 .Fax: 317/23.1-9900
City of Carmel January 27,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN
46032
File#: carmparcel5
Attention: Mike Lee Inv #: 25074
RE: , Parcel
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-15-16 Review notes acid file regarding project 0.30 104.25 KPH
status;Prepare for meeting.
City Centerr project meeting with C. Meyer:,. 1.00 347.50 KPH
M.Trischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Discuss hotel project,
sources and uses, and public financing
structure; Attend to land swap.and legal
descriptions:.
Follow up on land.swap and legal 0.20 69.50 KPH.
descriptions; Calls.
Nov-16-16 Prepare for regular meeting. 0.10 .34.75 KPH
Attend regular.meeting;Attend to agenda 0.20 69.50 KPH
items.
Nov-21-16 Attend to alternative public financing 1.00 347.50 KPH
structures and models for hotel;Emails with
M: Lee.
Consider alternative public financing 2.50 868.75 KPH
structures and models for hotel;Extended
ernail memo and outline to B. Donaldson
explaining hotel project and suggested
alternative public financing structures and
models.
Review parking spaces declaration and 0.70 243.25 JRS
provide comments to same to developer staff.
Dec48-16 Consider alternative coordinated 0:90 312.75 KPH
publib rivate financing models; Focus.on
models.
Dec-19-16 Analyze B:Cordingley hotel project 1.10 382.25 KPI
preliminary sources.and uses.
'Review notes andfile re hotel project; 0.80 278'.00 KPH
Review additional background material.
Consider alternative coordinated 0.80 278..00 KPH
ub to financing models; Focus on
models. .
.Draft,review, and revise.hotel financing 3.10 13077.25 KPH
outline for coordinated public/private
financing.model.
Review deeds for land swaps including 0.80 278.00 JRS
Exhibit B exceptions to title.
Draft and send email to developer staff 0.30 104.25 JRS
regarding exceptions to title.
Telephone call with R. Brown. . '0.20 69;50 JRS
Dec-2.0-16 Complete hotel financing outline; Emails. 0.40 139..00 KPH
Review iiotes and file re project status(Park 0.30 104.25 KPH
East,hotel, and remaining components);
Prepare for meeting.
City Center project meeting with C. Meyer, .0.70 243.25 KPH
M. Frischkorn;B. Cordingley, R. Brown; and
Pedcor project team; Address Park East and
other component construction and design
issues; Attend to hotelproject and financing
:structure; Discuss financing outline;Attend to
declarations,plazas, and streets.
Follow up on declarations,plazas,and streets; 0.20 69.50 KPH
Note additional items to address..
Follow up on hotel financing; Consider. 0.50 173.75 KPH
strategy
Review assignment of rights and consent to '0.50 173.75 JRS
-assignment f6r Baldwin Component loan.
Draft and send email to C, Uhlarik with 0,20 69.50 JRS
comments.to consent to assignment for
Baldwin Component loan,
Emails with-C. Meyer regarding consent to 0.20 69.50 JRS
assignment for Baldwin Component loan.
Total-s: 2530 $8j791.75
Total Fee&Disbu'rsements. $89791.75
'Balance Now Due $81791R75
Attorney Rate
Karl P.Haas $347.50
Jennifer.R. Shoup $347.50
Ryan"R:Wilmering -$247,50
02-01-1 7 P01 : 09 R'CCVVD
g
Wallack Somers & Haas, P.C. �
One Indiana Square
Suite 2300
Indianapolis,IN 4.6204
Ph: 317/231-9000 Pax: 317/231-9900
City of Carmel January 27,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel,IN
46032
File 4: carmparcel7c
Attention: Mike Lee Inv #: 25076
RE: Parcel 7C
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-01-16 Review email and inquiry from A.Buroker; 0.40 13;9.:00 KPH.
Review notes and file regarding history of
Civic lease:approval; execution, and.
completion of exhibits:
Extended.memo and email to A. Buroker 0.70 243.25 KPH
regarding same.
Dec-02-16 Review notes,file, and Civic lease;Attend to 0.30 10425 KP.H
lease effectiveness and.exhibit preparation.
Totals 1.40 $486.50
Total Fee&Disbursements $486.50
Previous Balance 11,026.25
Previous Payments 11,026:25
Balance Now Due $486.50
Attorney Rate
Karl P.Haas $347.50
Jennifer R.Shoup $347.50
Ryan R.Wilmering $247.50
Waillack Somers & ,Uaas, A C
One Indiana Square
Suite 2300
Indianapolis, I.N 462*04
Ph: .317/23.1-9000 Fax: 31.7/231-9900
City of Carmel January 27,201.7
Carmel Redevelopment Commission
30 West Main Street, Suite220
Carmel,IN 02-01-17P0I 10 R C VD
-46032
File carmparcell2
Attention: Mike Lee Inv #: 25079
RE: Parcel 12
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-20-16 Meeting with C. Meyer,M.Friscbkorn,B. 0,10 3435 KPH
Cordingley,R.Brown, and Pedcor project
team;Address landscaping maintenance
'issues..
Follow up on landscaping maintenance. 0.10 34.75. KPH
Totals 0.20 $69.50
Total Fee&Disbursements $69.50
Previous Balance 173.75
Previous Payments 173.75
Balance Now Due $69.50
Attorney Rate
Karl P.Haas $347.50
leniffer.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 January 27,2017
Carmel Redevelopment Commission
30 West Main:Street., Suite 220
Carmel, IN
46032
File carmpaicel16
Attention: Mike Tee 02-01-17 P01 1 �n�C ,D 25081
RE: Parcel .16
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-01-16 Meeting�with C.Meyer,M. Frischkorn, B. 0.20 69.50 IDPH
Cordingley, R: Brown, and Pedeorproject
team; Aftend to_
additional space.
Dec-14-16 Emails regarding quitclaim deed from Carmel 0.20 49.50 RRW
Theater to OTS II.
Review quitclaim deed from Carmel Theater 0.10 24.75 RRW
to OTS II.
Review quitclaim deed from Carmel Theater 0.10 .24.75 RRW
to OTS II.
Totals 0.60 $168.50
Total Fee&Disbu'rsements $168.50
Previous Balance 108.75
Previous Payments 108.75
l3alance Now Due $16.8.50
Attorney Rate
Karl P.Haas $3.47.50
Jennifer R. Shoup $34750
Ryan R. Wilmering $247.50
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax:: 317/23:1-9.900
City of Carmel. January 27,20X7
Carmel Redevelopment Commission.
30 West Main Street, Suite 220
Carmel,IN
4603.2
01-1 P 01 10 R C V D File#:
Attention: Mike Lee o2- carmparce149
Inv #: 25078
RE: Parcel 49
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-03-16 Project status conference with C.Meyer,M. 0.20 69.50 KPH
Frischkorn,and M.Lee;Address terms of
CRC plaza acceptance and conveyance of
plaza title.
Nov-16-16 Attend regular meeting;,Attend to agenda 0.10 34.75 KPH
items.
Totals 0.30 $1.04.25
Total Fee &Disbursements $1-04.25
Previous Balance 2,194.00
Previous Payments. 2,1.94.00
Balance Now Due $104..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 Fak: 317/231-9900
City of Carmel January,27,.20,17
Carmel Redevelopment Commission
30 West Main Street,.Suite 220
Carmel, IN
46032
File- carmpwelQ
02-01-17P01 1
Attention: Mike Lee Jn�C 1! 25077
:
RE: Parcel 62 -PNC
.DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-03-16 Project status conference with C. Me M. 0.40
01 139.00 KPH
Ftischhrn, and M'. Lee; Address
Follow up on_RVP; Review files. 0.20 69.50 KPH
Nov-16-16 Prepare for executive session;Review notes 0.10 34.75 KPH
and file.
Attend executive session; Lead and/or- 0,30 104.25 KPH
participate in.discussion of permissible
topics.
Totals 1.00 $347.50*
Total Fee,&-Disbursements $347,50
Previous Balance 278.00
Previous Payments 278.00
Balance Now Due $347.50
Attorney Rate
Karl P.Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmeting $247M50
Wallack Somers&Haas, P.C
One Indiana Square
Suite 2300
Indianapolis,IN 4004
Ph: 317/231-9000 Fax,! 317/231-9900
City of Carmel January:27,2017
Carmel RpdevelopmenA Commission
ssion
30 West Main Street, Suite 220
Carmel,IN 02-01-17P01 : 11 RCVD
46032 File#:� L_MiffPed
Attention: Mike Lee Inv #: 25082
RE: Pedcor Midtown
DATE DE&CRIPTION HOUR
AMOUNT LAWYER
Nov-29-16 'Pedcor Midtown project meeting with C. 0.160 20.8.50 KPH
Meyer,M. Frischkorn, B. Cordingley,R.
-Brown, and Pedcor roject team, Address
potential project
fin—ancing,.and project infrastructure location.
0J
Totals 0.60 $208.50
Total Fee&Disbursements $208.50
Previous.Balance 451.75
Previous Payments 451.75
Balance Now Due $208.50
Attorney Rate
Kart P.Haas. $347.*50
Jennifer R.Shoup $347.50
Ryan R, Wilmering $247.50
Wallack Somers &Haas, RC.
One Indiana Square
Suite 2300
Indianapolis; IN 46204
Ph: 317%231-9000 Fax:. 317/23.1-9900
City of Carmel January 27;2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel,IN
46032 02-01-17P01 : 20
Fi`l&# arm-MidtwnE
Attention; Mike Lee Inv #: 25085
ITE: Midtown East
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-02-16 Check on project status and meeting 0.10 .34.75 KPH
schedule;.Emails.
Nov-16-16 Prepare for regular meeting. 0.10 34.75 KPH.
Attend to regular meeting;Attend to agenda 0.20 69.50 KPH
items.
Totals 0.40 $139.00
Total Fee&Disbursements $.139:.00
Previous Balance .2,085.00
Previous Payments 205.00
Balance Now Due. $.139.00
Attorney Rate
Karl P.Haas $347..50
Jennifer R. Shoup $347.50
Ryan R. Wilinering $247.50
Wallack Sonnets & Haas,.P.C
-One Indiana Square
.Suite 2300
Ihdiatiapolis,IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Cannel January 27,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Calmel, IN 02-01-17P01 : 20 RCV_D--*'
46G32
4-Ife #:Carni-MidtwnW
:
Attention: Mike Lee 'Inv #: 25084
.RE: Midtown West
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-0146 Consider how lease and declaration should 0.90 312.75 JRS
work together;Revise project agreement
accordingly.
Review and revise declaration to reflect_ 1.20 417.00 JRS
Review and-revise project agreement; Proof 3.80 1,320.50 JRS
read same; Draft explanatory email and send,
out with project agreement,
Nov-02-16 Check.on project status and meeting 0.20 69.50 KPH
schedule; Emails.
Update closing document and exhibitlist to 0.30 7&fq-1 JRS
be consistent with revised project agreementi.
Review and revise declaration'tO conform to 0.50 173.75 JRS
project agreement.
Telephone call with T. Dinwidde. 0.30 104,25 JRS
Emails with B.Donaldson regarding bond 0.20 69.50 JRS
structure.
Draft garage property lease. 2.10 729.75 JRS
Nov-03-16 Project status conference with C. 0.20 69.50 KPH
Meyer,.M. Frischkom, and M. Lee; Address
project agreement comments,
Draft garage property lease. 1.50 521.25 JRS-
Nov-04-16 Draft garage property lease; Review 3.30 1,146:75 JRS
provisions from B. Donaldson in connection.
therewith,
Nov-07=16 Draft garage property lease; Review 6.10. 2,119,75 JRS
provisions from B.Donaldson in connection,
therewith.
Nov-08-16 Follow.up on deal and document status; Calls GAO 139.00 .KPH
and emails.
Draft garage property.lease. 1:50 521.25 JRS'
Draft completion affidavit. 0.60 208'.-507 JRS
Draft memorandum of garage property lease. 0.50 173.75 JRS
Review and revise declaration. 1.30 451.75 JRS,
Draft garage taxpayer.agreement; Revise 1:40 486.50 JRS
taxpayer agreements for office and mixed-use
for. conformity.
Nov-10-16 Meeting preparation.; Review notes and file. 0.30 104.25 KPH
Meeting with B&S team, Merchants team, C. 1,20 417.00 KPH
Meyer, M. Frischkorn, M. Lee, and J, Shoup
[presence of both K: Haas and J. Shoup
requested and authorized by C..Meyer];
Attend to street construction.scope, schedule,
and cost;Attend to.project gaps; Consider
alternatives to fill gap.
Follow up on.alternatives to fill gap; Calls. 0.20 69.50 KPH
Di&QConsider.and
nal alternative 1.30 451..75 KPH
reject or refine
same.
Prepare for and attend weekly meeting with 1.30 451.75 AS
Barrett&Stokely group.
Draft garage taxpayer agreement;Revise 00 208.50 JRS
taxpayer agreements for office and mixed-use
for conformity.
.Review and revise declaration. 0..40 1.39.00 JRS
Nov-1146 Refine alternatives 0.60 208.50 KPH
Review and revise project agreement, 0.40 139.00 JRS
Nov-1.5-16 Review T, Dinwiddie mark up of.project 0.40 139.00 KPH
agreement,.
Extended memo and-email response to issues 0.60 208.50 KPH
raised in T.Dinwiddie mark-up of project.
agreement,
.Conference:with C,.Meyer and M. Frischkorn 0.30 104,25 KPH
regarding. road.improvements and obligation
for funding.and constructing.improvements,
Telephone call with.T. Dinwiddie. 0.20 69.50 JRS
Nov-16-16 Prepare for executive session;Review notes. 0.20 69,50 KPH
and fide
Attend executive session; Lead and/or 0,10 34.75 KPH
participate.in discussion of permissible
topics:
Prepare for regular meeting. 0.10 34.75 KPH
Attend regular meeting;Attend to agenda 0.20 69:50 KPHT
items.
Memo regarding major project agreement '0.30 1.04.25 KPH
issues.
Extended memo and email response to issues 0.50 1.73.75 KPH
raised in memo regarding major project
agreement issues.
Review lengthy email from K. Haas 0.90 312.75 JRS
regarding project:agreement; Draft lengthy
email with responses and additional
comments; Multiple emails regarding.
foregoing with K. Haas.and C. Meyer.
Review and consider comments to project 4:40 1;529:00 JRS
agreement from T.Dinwiddie; Mark project
agreement with responses to.comments,
taking
into account emails with K.Haas and C.
Meyer.;Draft explanatory email regarding
same; Send to C. Meyer for'review.
Telephone call with.C,Meyer regarding 0.20 69.50 JRS
project agreement.and comments..
Review and revise project agreement. 1.10 382.25 JRS
.Nov-17-16. Reviewliotes, file,and correspondence; 0:30 104.25 KPH:
Identify project and document issues;
Meeting preparation.
_Midtown West project meeting with C. 1,.10 382.25 KPH
Meyer, M. Frischkorn,M. Lee, B. Barrett, T.
Mariam, and.Barrett& Stokely project team,
W.Freibe.rger, and Merchants Bank,project
team and J. Shoup [presence ofboth K. Haas
.and J. Shoup requested and authorized by C.
Meyer];.Address anticipated bond proceeds,
garage construction costs,.road improvements
costs,and sources and uses.
Consider alternative public-financing 2.50 868.75 KPH.
structures and models for garage,project.and
closing project gap; Extended email memo
and outline to B. Donaldson explaining
garage project, project gap, and suggested
alternative public financing structures and
models.
Review and revise project.agreement. 3.50 1,216.25 JRS
Prepare for and attend weekly meeting; 1.80 625.50 JRS
Follow up on meeting issues:
Nov-1846 Attend to concerns with 0.30 104.25 KPH
lease/rental bond garage ownership structure.;
Emails.
Emails with B.Donaldson regarding bond 0.30 '104.25 JRS
structure.
Review and revise project agreement. 2.70 938.25 JRS"
Draft lengthy email explaining.projeet 0.70 243.25 JRS:
agreement issues; Mark relevant pages of T.
Dinwiddie's comments; Send�with revised
project agreement to C. Meyer for,review.
Nov-2116 Email$with C.Meyer regarding revised 0.30 .104.25 JRS
project agreement and comments from T.
Dinwiddie.
Telephone.call with T.Dinwiddie. 0.20 69.50 JRS
Review and revise email to T. Dinwiddie 0.40 139.00 AS
regarding comments to project agreement.
Revise project agreement and send with 0:80 278.00 JRS
above email.to T: Dinwiddie.
Nov-23-16 Attend to project agreement issues; 1.00 347.50 KPH
Conference-call with T. Dinwiddie and J..
Shoup regarding same.
Telephone call with T. Dinwiddie and K. .0.80 278.00 JRS
Haas regarding security
Nov-27-16 Consider and evaluate lalternative public 1.80 625.50 KPH
financing structures and.models.
Extended memo and email to B. Donaldson, 1.20. 417.00 KPH.
C. Meyer, and others suggesting and
explaining alternative public financing
structure and model.
Nov-29=1.6 Emails and telephone call with T. Dinwiddie 0.60 208.50 JRS
regarding lease/sublease structure.
Review and revise declaration. 0.70 243.25 JRS
Dec-01-16 Review notes, file, and correspondence; 0.40 139.00 KPH
Identify project and document issues;
Meeting preparation.
Midtown West:project meeting with C. 1.10 382.25 KPH
Meyer,M. Frischkorn,M. Lee, B. Barrett, T.
Marian, and Barrett& Stokely project team,
W. Freiberger, and Merchants Bank project
team and J. Shoup [presence of both K. Haas
and J. Shoup requested and authorized by C.
Meyer.];Addres
security that would be
required ddress
developer commitment to complete road
improvements.
Review and revise taxpayer agreement for 0.30 104.25 AS
office property.
Prepare for and attend weekly meeting with 1.70 590:75 JRS
B&S group; Follow up on.meeting issues
With C. Meyer and K.Haas.
Dec-02-16 Review notes and file;Prepare for conference 0:20 69.50 KPH.
call,
Conference call with T. Dinwiddie;Address 030 243:25 KPH
project agreement issues and.negotiate project
agreement revisions; Focus on developer
commitment to complete road improvements.
Review and revise taxpayer agreement for 0.30 104.25 JRS
garage property.
Two conference calls with T. Dinwiddie and 1.00 347.50 JRS
K. Haas.
Dec-04-16 Followup on Barrett& Stokely required 0.30 104.25 KPH
corrimitment to complete road improvements
and
Memo-and email to J. Brainard and C. Meyer 0:50 173.75 KPH
regarding communication with Barrett&
Stokely, regarding
Dec-05-16 Follow up on Barrett.& Stokely required 1.20 417.00 KPH
cominitment to coin'plete road improvements
.and
Memo and email to J. Brainard and C.:Meyer 0.50 173.75 KPH
regarding communication with Barrett &
Stokel _ regarding
Conference call with T. Dinwiddie regarding 0.70 243.25 KPH
.Barrett& Stokely required commitment to
complete road improvements and
Respond to C.Meyer-questions regarding. 0.50 173.7.5 KPH
Email
to C. Meter.
Dec,0746 .Attend to project agreement issues; Consider 0,80 278,00 KPH
counter-proposals andacceptable
compromises to resolve issues.
Conference call with T:'Dinwiddie regarding 0.70 2.4325 KPH
project agreement issue counter-proposals
and acoeptable compromises.
Dec.-08-1.6. Review notes, file, and correspondence; 0.50 173.75 KPH
Focus on developer commitment to.complete
road improvements;.Meeting preparation.
Midtown West Project meeting with C. 0.50 .173.75 KPH .
Meyer, M..Frischkorn,M, Lee, J: Moffat, and
A. Greenberg; Discuss Old Town:Design
tatting over project.
Midtown West Project meeting with C. 1.10 382.25 KPH
Meyer,M: Frischkorn,M. Lee,,B. Barrett, T.
Mariam, and Barrett& Stokely project team,
W.Freiberger, and Merchants Bank project
team;Focus on developer commitment to
complete road improvements; :Consider
clarification provisions proposed.on
December 2.
Follow up on developer commitment to 0:440 139.00 KPH
complete road improvements and clarification
provisions proposed on December 2.
Dec-13-16 Begirt review of T. Dinwiddie project 0.50. 173.75, KPH
agreement comment memo.
Dec>1.4-16 Review T. Dinwiddieproject agreement 1.50 521.25' IDPH
comment memo and mark-up of project
agreement; Consider and determine responses
to comments.
Dec-15-16 Review notes, file,,and correspondence; 0.40 139..00 KPH
Identify project and document issues;
Meeting preparation.
Midtown West Project meeting with C. 1,10 382.25 KPH
Meyer,M:Frischkorn,.M. Lee, B. Barrett, T.
Mariani, and Barrett&Stokely project team,
W. Freiberger, and Merchants Bank project
team; Address.issues.from T.Dinwiddie
project agreement comment memo.
Pollow up.on meeting issues,with focus on 0.60 208.50 KPH
wnerslup issue and proposed
solutions.
Conference Call with T. Dinwiddie regarding 0.50 173.75 KPH
issues from T. Dinwiddie project agreement
comment memo,Negotiate resolutions to
'same.
Outline revisions to.project agreement based 0.60 208.50 KPH
onconference call.
Prepare for and attend weekly meeting with 1.60 556.00 JRS
developer's team.
Review memo from.T. Dinwiddie and 0.80 278.00 JRS
comments from K. Haas'to same.; Draft
responses to same.
Review,mark-up of Garage/Mixed-Use 0.50 173.75 JRS-
pr
RS.
project agreement'from T.Dinwiddie.
Review and revise GaragUMixed-Use.project 0.90 312.75. JRS
agreement.
Draft office.project agreement. 3.10 1;077.25 JRS
Telephone call with T. Dinwiddie and K. Haas. 0.70 243:25 JRS
Dec-16-I6 Attend to developer request 0.40 139.00 KPH.
�developer financial
Stan aur s; mal s.
.Review status and check preparedness.of 0.50 173.75 KPH
regular meeting agenda items.
Draft office project agreement. 1.60 556.00 JRS
Review and revise Garage/Mixed-Use proiect 0.40 139.00 JRS
agreement.
Dec-1.9-16 Emails with T. Dinwiddie 0.20 69.50 JRS
Telephone call with.T.Dinwiddie and K. Haas. 0..60 208.50 JRS
Review and revise Garage/Mixed-Use project 0.50 173.75 JRS
agreement.
Dec-20-16 Multiple emails:with T..Dinwiddie. 0.40 139.00 JRS
i P
Review and revise project agreements to 0.40 139.00 JRS
.filling blanks.and signature blocks.
Emails with C, Meyer regarding project 0.20 69.50 .JRS'
agreements status and execution.
Totals 94.50 $32;$38.75
Total Fee &Disbursements. $32,838,75
Previous:Balance 45,175.00
Previous Payment"s 45,175.00
Balance Now Due $32;838.75
Attorney Rate
Karl P.Haas $347.50
Jennifer R. Shoup '$347.50
Ryan R. Wilmering $247,50
WaHack Some s & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel January 27,.2017
Carmel Redevelopment Commission
3.0 West Main Street, Suite 22.0 02-0 1-1
�P 01 12 R C V D
Carmel, IN
3
4603.2
File#:carni=MidtwnS
Attention: Mike Lee Inv #t 25083
RE: Midtown South
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-02-16 Check on project status and meeting 0.20 69,50 KPH
schedule; Emails.
Nov-08=16 Follow-up on deal and document status; Calls 0.20 69.50 KPH
and emails..
Nov-10-16 Meeting preparation;.Review notes and file. 0.30 104.25 KPH.
Midtown South project meeting with Hart 1.50 521,25 KPH
project team; Old Town project 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 project agreement issues and
comments.
Follow up on proposed resolutions of project 0.20 69.50 KPH
agreement issues.
Prepare for and attend project meeting. 1.50 521:25 JRS
Review comments to project agreement from 1.30 451.75 JRS
J. Kremp..
Nov-11-16 Review and:revise project agreement. 4.90 1,702.75 IRS
,Nov-14-1.6 Review and revise project agreement. 3..80 1,320.50 JRS
Nov-15-16 Review and.revise project agreement. 4.10 1,424.75. JRS
Nov;-21-16 Review and revise project agreement; Review 420 1,459.50 JRS
and revise master:project agreement in
connection:with foregoing.
Draft lender protection provisions for project 0.80 278.00 AS
agreement exhibit.
Nov=28-16 Draft garage declaration. 2.50 868.75 JRS
Nov-29-16 Draft garage declaration;'Review and revise 4.00 1,390.00 JRS
project agreement for consistency in
connection therewith.
Dec-01-16 Attend to email questions from M. 0.50 173.75 JRS
Frschkorn; Draft responses to same;Review
project agreement in connection with drafting
responses.
Dec-02716 Draft garage installment contract;Review 0.80 278.00 JRS
garage declaration and project agreement in
connection with foregoing.
Totals 30.80 $10,703.00
Total Fee &Disbursements $10,703.00
Previous Balance 9,452.00
Previous Payments 9,452.00
Balance Now Due $10,703.00
Attorney Rate
Karl P.. Haas . $347.50
JebniferR. Shoup $347.50
Ryan R.Wilmering $247.50
e
.Wallack Somers & Haas, AC
One Indiana Square.
Suite 2300
Indianapolis,IN 46204
Ph: 31.7/231-9000 Fax:. 317/231-9.900
City.of Carmel January 27,2017
Carmel Redevelopment-Commission,
30 West Main Street,.Suite.220
Carmel, IN
46032
02-01-17P01 : 20 R C V File#: Carni-MerMain
Attention: Mike Lee Inv #: 25086
RE: Meridian.&Main.
DATE DESCRIPTION HOURS AMOUNT LAWYER.
Nov=03=16 Project status conference with C. Meyer, M. 0.20 69.50 KPH
Frischkorn, and M..Lee.;Address developer
bond financing and developer increment
share.
Nov-08-16 Follow up on.deal and document status; Calls 0.20 69.50 KPH
and emails.
Nov-16-16 Prepare for executive session; Review notes 0.10 34.75 KPH.
and file,
Attend executive session;Lead and/or . 0.10 .34.75 KPH
participate in discussion of permissible
topics.
Prepare.for regular meeting. 0.1.0 34.75 KPH
Attend.regular.meeting;Attend to agenda 0.10 34.75 KPH
items.
Nov-18-16 Review notes,file,prior deal terms,and 1..10 382.25 KPH
current proposed terms; Consider alternative
deal terms to.meet Commission and
developer obectives.
Meeting with C. Meyer,M. Frischkorn,M. 2.20 764.50 KPH
Tree, CRC finance team, J. Browning,.and
Browning finance team; Settle-matters
regarding allocation areas;Discuss and
consider alternative deal terms to meet
Commission and developer objectives;
Tentatively agree on deal terms.
Follow-up.conference with.C. Meyer and M. 0.30 104.25 KPH
Frischkorn; Attend to deal approval concerns.
Dee-16-16 Attend to declaratory-resolution; Review 0.60 208.5.0 KPH
same; Emails.
Review status and check preparedness of 0.10 34,75 KPH
regular meeting agenda items.
Totals 5.10 $1,772.25
Total Fee &Disbursements $1,772,25
Previous Balance 2,.189125
Previous Payments 2,189.25
Balance Now Due $1,772:25
Attorney Rate
Karl P.Haas. $347.50
Jennifer R. Shoup $347.50
Ryan R.Wilmering $247.50
02_01-17P01 21 RCVD
Wallack Somers &Haas,A C 2�
One Indiana Square.
Suite 2300
Indianapolis; IN 46204
Ph: 317/231-9000 Fax: 317/23.1-9900
City of Carmel January 27, 2017
Carmel Re-development Commission
30 West Main Street, Suite 220
!Carmel, IN
4603.2
File#0 carm-MainMon
Attention: Mike Lee Inv M 25087
RE Main&Monon
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-02-16 Check on project status and meeting 0.20 69.50 KPH
schedule;.8mails.
Nov-0-4 6 Meeting preparation; Review steps:for 0.40 139.0.0 KPH
conveyances to
Main.&Monon project meeting-with C. 1.00 347.50 KPH
Meyer, M..Frisohkorn, M'. Lee, C. Lazzara,
and A.'Lazzara;Attend to conveyances to
Attend to pr ject:agreement and scheduling
01
issues;Attend to d'isbursement of IPC
financing proceeds and recovery of approved
project soft costs,;Attend to public plaza and
space permits and uses;Attend to project
developer deals.with commercial and
residential developers.
Follow up on TPC financing and disbursement 0.20 69.50 KPH
of IPC financing proceeds; Calls regarding
same.
Follow up on public plaza and space permits, 0.10 34.75 KPH
and uses.
Follow up on-project developer deals with 0.20 69.50 KPH
commercial and residential developers! Calls
regarding same..
Nov-1.14.6 Refine alternatives to increase public funding. 0.90 312.75 KPH
Nov-16-16' Prepare for executive session; Review notes 0.30 104.25 KPH
and file.
Prepare.for regular meeting. 0.10 34..75 KPH
Attend executive session;.Lead and/or 0.50 .1.73.75 KPH
participate in discussion..ofpermissible
topics.
Attend regular meeting;Attend to agenda 0.10 3.4,75 KPH
items.
Nov-17-16 Review notes, file,.and correspondence; 0,30 104.25 KPH
Identify project and document issues;
Meeting preparation.
Main&Monon project meeting with C. 1.10 3 82.25 KPH
Meyer,M. Frischkorn,.M. Lee, C.Lazzara,
A. Lazzara,.Deylen project team, Custom
Homes project team, and D. Coots; Address
project agreement issues,;component-owner
obligations;and coordinated development and
construction of components.
Review legal descriptions from C. Lazzara; 0.70 243.25 JRS
Review depiction and project agreement in.
connection therewith;Draft and send email to
C. Lazzara regarding same.
Nov-18-16 Attend to installment contract financing. 0.30 104.25 KPH
issues;Focus on anticipated amortization;
Emails.
Nov-2846 Emails with C. Lazzara regarding project 0..30 t04.25 JRS
agreement and insurance requirements,
Conf6rence with K. Haas regarding same.
Nov-29-16 Emails with C. Meyer and M. Lee regarding 0.30 104.25 JRS
conveyances.
Nova-30-16 Emails with A. Syers regarding legal 0.20 69.50 JRS
descriptions for garage and air parcels.
Draft option andMWoption 0.90 312.75 JRS
for project site remainder;Review project
agreement in connection with foregoing.
Draft closing documents,for plaza 0.90 312.75 IRS
improvements site and garage ground parcel.
Dec-01-16 Review notes,file; and correspondence; 0.30 104.25 KPH
Identify project and document issues;
Meeting preparation.
Main.&.Monon project meeting with C. 1.00 347.50 KP.H'
Meyer, M. Frischkorn,M. Lee, C..Lazzara,
A. Lazzara, and J. Shoup [presence of both K.
Haas and J. Shoup requested and authorized
by C. Meyer]; Address project agreement
issues and status;Attend to closing of land
conveyance and reconveyance; Explain
procedure, effect;,and safeguards.
Outline possible results if land reconveyance 0:90 3112.75 KPH.
does not occur; Consider preference of
various results,
Memo and-email regarding.results if'land 0.40 139.00 KPH
reconveyance does not occur and
determination of whichresults are preferred,
Attend to email questions from M. 0.40 139:00 JRS
Frischkorn;.Review project'agreement in
connection.with drafting responses.
Draft responses to same. 0.40 139.00 JRS
Prepare for and attend weekly Main& 1.00 347.50 JRS
Monon project meeting.
Draft garage installment contract; Review and 1.00 347.50 JRS
.revise garage declaration.for consistency.
Emails with K.Haas regarding conveyances 0.30 104.25 JRS
and how to unwind if there is no closing.
Dec-02-16 Conference with K. Haas regarding 1.20 417.00 JRS
conveyances and options if land
reconveyance does not occur.
Draft lengthy email to C.`Meyer regarding 0.60 208.50 JRS
conveyances and options if land
reconveyance does not occur;Review notes
from meeting in connection with foregoing.
Revise closing documents so that there are 1.90 660:25 JRS
separate sets for each of the garage ground
parcel and the public im rovements site,
including,drafting options if
reconveyance option does not.occur.
Dec-04-16 Consider tax,implications of current 0.40 139.00 KPH
conveyance to CRC of project site.
Memo and email to C. Lazzara regarding tax 0,.3.0 104.25 KPH
implications of current conveyance to CRC of
project site:
Attend to issues regarding garage. 0.20. 69.50 KPH,
reacquisition and put right;Emails.
Dec-05-16 :Address issues.regarding garage reacquisition 0.50 173.75 KPH
and put right, including implications of CRC
declining conveyance.
Memo and email to B.Donaldson regarding 0.40 139.00 KPH
garage reacquisition and.put right, including
implications.of CRC declining conveyance.
Dec-09-1.6 Review M. Lee amortization schedule for 0.40 1.39.00 KPH
installment,contract financing.
Memo and email to M. Lee regarding same. 0.20 69.50 KPH
Dec-10-16 Consider M. Lee email regarding installment 0.40 139.00 KPH
contract financing discussion with D. Bowers
and J. Higgins;Evaluate financing terms
suggested during that discussion.
Formulate response to suggested financing 0.40 139.00 K'PH
terms; Outline explanation of response.
Extended response and explanation.memo 1.20 417.00 KPH
and email.to C. Meyer and M. Lee regarding
installment contract financing terms .
Dec-15-1.6 Emails with D. Coots and K. Boren regarding 0.40 139.00 JAS
conveyances closing.
Dec-16-16 Follow up on sales tax exemption for project 0.30 10.4.25 KPH
construction; Emails.
Review status and check preparedness of 0.30 104.25 .KPH
regular meeting agenda items..
Emails with K.Boren and.others regarding 0.20 69.50 JRS
title commitment and endorsements.
Review and revise conveyance documents. 0.50 173.75 JRS
Review title commitment and exception 0:80 278.00 JRS
documents, send mark-up of title
commitment to K.Boren.
Review summary of Phase I environmental. 0.50 173.75 JRS
assessment.
Draft and send email to D, Coots and C. 0.20 69.50 JRS
Lazzara regarding mortgage payoffs and
survey.
Dec-19-1.6 Review and revise conveyance documents,. 0.40 139.00 JRS
Emails with D. Coots regarding conveyances. 0.10 34.75 IRS
Review and revise office-project agreement. 0.50 173.75 JRS
Dec 20-16 Emails with C.,Lazzara.and D..Coots 0.:20 69.50 JRS
regarding conveyances.
Emails with K. Boren regarding closing of 0..30 104.25 JRS
conveyances.
Totals 27.50 $9,556.25
Total Fee & Disbursements $_9,556.25
Previous Balance 3:3;325.38
Previous Payments 33,325..38
Balance.Now Due $9.,556.25
Attorney Rate
Karl P.Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmering $247.50