310251 04/13/17 CITY OF CARMEL, INDIANA VENDOR: 00351368
ONE CIVIC SQUARE WALLACK SOMERS & HAAS PC CHECK AMOUNT: $****67,945.25*
CHECK NUMBER: 310251
ONE INDIANA SQUARE
CARMEL, INDIANA 46032 SUITE 2300 CHECK DATE: 04/13/17
Myron�° INDIANAPOLIS IN 46204
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
25244 19,295.25 LEGAL FEES
902 4340000
4340000 25245 1,146.75 LEGAL FEES
902 208.50 LEGAL FEES
25246
4340000
902 139.00 LEGAL FEES
902 4340000 25247 LEGAL FEES
25248
4340000 7,575.50
902 LEGAL FEES
25249 24,081.75
4340000
902 1,737.50 LEGAL FEES
902 4340000 25250 139.00 LEGAL FEES
4340000 25251 LEGAL FEES
902 104.25
4340000 25252 LEGAL FEES
902 139.00
902 4340000 25255
902 4340000 25256 139.00 LEGAL FEES
LEGAL FEES
902 4340000 25257 3,475.00 LEGAL FEES
902 4340000 25258 9,764.75
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Wallack Somers & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel MFE4 d 6, 2017
Carmel Redevelopment Commission Po 1 b
30 West Main Street, Suite 220
Carmel, IN
46032
File#: cai mparce12
Attention: Mike Lee Inv #: 25252
RE: Parcell
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jan-31-17 Check office building progress status; Calls. 0.10 34.75 KPH
Feb-07-17 City Center projects meeting with C. Meyer, 0.20 69.50 KPH
M. Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Attend to cost issues and
development alternatives.
Totals 0.30 $104.25
Total Fee & Disbursements $104.25
Previous Balance 278.00
Previous Payments 278.00
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, A C.
One Indiana Square
Suite 2300
Indianapolis, lN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel March 13, 2017
Carmel Redevelopment Conunission
30 West Main Street, Suite 220
Carmel I
U
46032
File#: carmparce15
Attention: Mike Lee Inv #: 25258
RE: Parcel
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-27-16 Draft amendment to amended and restated 4.20 1,459.50 JRS
declaration;Review restated second
component project agreement, restated land
swap agreement, and public areas declaration
in connection with foregoing.
Draft and send extended email response to R. 0.60 208.50 JRS
Brown -- part of email chain of questions and
responses regarding amendment to amended
and restated declaration and amendment to
public areas declaration.
Draft amendment to public areas declaration. 1.70 590.75 JRS
Dec-28-16 Attend to surface parking use rights and 0.30 104.25 KPH
maintenance obligations; Emails.
Work on hotel com arative equity analysis 1.80 625.50 KPH
Draft amendment to public areas declaration; 4.30 1,494.25 JRS
Review amendment to amended and restated
declaration, restated second component
project agreement,restated land swap
agreement, and public areas declaration in
connection with foregoing.
Jan-06-17 Revise Baldwin collateral assignment and 0.90 312.75 JRS
consent; Telephone call with developer staff,
Review same; Draft and send response to C.
Meyer and developer staff regarding same;
Emails with C. Meyer regarding same.
Jan-10-17 Review notes and file regarding project status 0.50 173.75 KPH
(Park East,hotel, and remaining
components), land swap, declarations, plazas,
and streets; 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,
Hamilton, Holland, Wren construction and
design issues; Attend to hotel project and
financing structure; Attend to declarations,
plazas, and streets; Attend to Hamilton lender
requirements.
Follow up on meeting issues. 0.50 173.75 KPH
Jan-11-17 Attend to alternative project financing; Begin 1.20 417.00 KPH
outlining same; Check issues with
prospective lenders.
Jan-16-17 Review equity contribution analysis; 0.60 208.50 KPH
Consider terms of ground lease and
Jan-17-17 Review notes and file regarding project status 0.40 139.00 KPH
(Park East, hotel, and remaining
components), land swap, declarations,plazas,
and streets; Prepare for meeting.
City center project meeting with M. 0.70 243.25 KPH
Frischkorn,B. Cordingley, R. Brown, and
Pedcor project team; Address Park East,
Hamilton, and other component construction
and design issues; Attend to hotel project and
financing structure; 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 for describing and placing alternative
project financing
Jan-31-17 Review notes and file regarding project 0.30 104.25 KPH
status;Prepare for meeting.
City Center project meeting with C. Meyer, 1.00 347.50 KPH
M. Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Discuss hotel project
oad improvement timing,
and project status.
Follow up conferences with M. Frischkorn 0.20 69.50 KPH
and S. Sturz.
Check Park East,Hamilton, and 0.20 69.50 KPH
Baldwin-Chambers progress status; Calls.
Feb-07-17 Review notes and files; Meeting preparation. 0.30 104.25 KPH
City Center projects meeting with C. Meyer, 1.00 347.50 KPH
M. Frischkom, B. Cordingley, R. Brown, and
Pedcor project team; Attend to hotel project
deal structure, financing, and funding
sources; Attend to branding requirements and
branding consultants; Attend to Hamilton
facade design, Holland and Playfair status
and increment payment schedule.
Meeting follow-up conference with M. 0.20 69.50 KPH
Frischkorn.
Feb-14-17 Review notes and file; Meeting preparation. 0.50 173.75 KPH
City Center projects meeting with C. Meyer, 0.90 312.75 KPH
M. Frischkom, B. Cordingley, R. Brown, and
Pedcor project team; Attend to hotel project
deal structure, financing, and funding
sources;Attend to branding requirements and
branding consultants; Attend to Huntington
Bank status.
Meeting follow-up conference with C. Meyer 0.20 69.50 KPH
and M. Frischkom.
Review B. Cordingley quick proforma; 0.40 139.00 KPH
Review notes and materials regarding P.
Coury and prior meeting regarding hotel
project.
Memos and emails to P. Coury regarding 0.60 208.50 KPH
hotel project changed deal and funding
parameters.
Additional emails regarding same. 0.20 69.50 KPH
Feb-15-17 Prepare for regular meeting. 0.10 34.75 KPH
Attend regular meeting; Attend to agenda 0.20 69.50 KPH
items.
Follow up on Tuesday meeting issues 0.70 243.25 KPH
regarding hotel project deal structure,
financing, and funding sources; Calls.
Feb-17-17 Review and respond to comments from R. 0.60 208.50 JRS
Brown with respect to amendment to
amended and restated declaration and
amendment to public areas use declaration;
Review underlying documents in connection
with foregoing; Revise amendment to
amended and restated declaration.
Review and mark-up draft exhibits for 1.40 486.50 JRS
amendment to amended and restated
declaration and amendment to public areas
use declaration; Review underlying
documents in connection with foregoing.
Totals 28.10 $95764.75
Total Fee &Disbursements $9,764.75
Previous Balance 8,791.75
Previous Payments 8,791.75
Balance Now Due $9,764.75
Attorney Rate
Karl P. Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmering $247.50
Wallaek Somers & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN
46032
' 1 File#: carmparcel7c
Attention: Mike Lee Inv #: 25256
RE: Parcel 7C
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-21-16 Attend regular meeting; Attend to agenda 0.20 69.50 KPH
items.
Feb-15-17 Attend executive session; Lead and/or 0.20 69.50 KPH
participate in discussion of permissible
topics.
Totals 0.40 $139.00
Total Fee & Disbursements $139.00
Previous Balance 486.50
Previous Payments 486.50
Balance Now Due $139.00
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 March 16,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN
46032
p3-29-1 P�File#: carmparcel10
Attention: Mike Lee Inv #: 25251
RE: Parcel 10
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jan-10-17 Project meeting with C. Meyer,M. 0.10 34.75 KPH
Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Address Shapiro's
building
Jan-17-17 Project meeting with M. Frischkorn, B. 0.10 34.75 KPH
Cordingley, R. Brown, and Pedcor project
team; Address Shapiro'
status.
Feb-14-17 Projects meeting with C. Meyer, M. 0.20 69.50 KPH
Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Discuss Shapiro'sdEft
Totals 0.40 $139.00
Total Fee& Disbursements $139.00
Previous Balance 868.75
Previous Payments 868.75
Balance Now Due $139.00
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 March 13, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN
46032
CJ3-lq`1 '1P�)5 :39 R
File#: carmparce149
Attention: Mike Lee Inv #: 25257
RE: Parcel 49
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jan-05-17 Review grantor revisions to plaza conveyance 0.40 139.00 KPH
deed; Consider responses.
Emails with various parties regarding grantor 0.30 104.25 KPH
revisions to plaza conveyance deed.
Redraft portions of plaza conveyance deed, 1.80 625.50 KPH
including redrafting provisions for "as-is"
acceptance and correction of defects; Revise
remainder of deed.
Jan-09-17 Review M. Patarino comments to plaza 0.30 104.25 KPH
conveyance deed; Consider responses.
Extended memo and email responding to M. 0.80 278.00 KPH
Patarino comments to plaza conveyance deed.
Review and revise plaza conveyance deed, 1.40 486.50 KPH
including further substantial revisions to
provisions for "as-is" acceptance and
correction of defects.
Jan-11-17 Attend to plaza conveyance issues; Emails. 0.20 69.50 KPH
Jan-31-17 Conference with M. Frischkorn regarding 0.10 34.75 KPH
plaza deed issues.
Follow up on conference issues; Review 0.20 69.50 KPH
notes and file.
Feb-01-17 Meeting preparation; Review notes and file, 0.60 208.50 KPH
including emails regarding plaza deed and
conveyance issues;Review deed drafts and
revisions; Consider additional revisions.
Feb-02-17 Review notes and file; Meeting preparation. 0.20 69.50 KPH
Plaza conveyance meeting with C. Meyer, M. 1.20 417.00 KPH
Frischkorn, M. Patarino., D. Ponader, and D.
Williams; Address and resolve open
conveyance and document issues.
Feb-07-17 Status conference with M. Frischkom. 0.10 34.75 KPH
Feb-10-17 Attend to plaza deed and related conveyance 0.30 104.25 KPH
documents; Emails.
Feb-12-17 Review notes and file regarding plaza deed 0.70 243.25 KPH
and related conveyance documents status;
Outline status, actions required,parties
responsible for required actions, and agreed
resolutions of issues settled at prior meeting.
Extended memo and email to D. Williams 0.80 278.00 KPH
and others regarding same.
Feb-14-17 Review notes and file; Review status of plaza 0.30 104.25 KPH
deed and related conveyance documents;
Calls and emails.
Feb-15-17 Prepare for regular meeting; Review notes 0.10 34.75 KPH
and file.
Attend regular meeting; Lead and/or 0.20 69.50 KPH
participate in discussion of permissible
topics.
Totals 10.00 $3,475.00
Total Fee& Disbursements $3,475.00
Previous Balance 104.25
Previous Payments 104.25
Balance Now Due $3,475.00
Attorney Rate
Karl P. Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmering $247.50
Vallack Somers & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 1
46032
File#: carmparcel6
Attention: Mike Lee Inv #: 25255
RE: Parcel 62 - PNC
DATE DESCRIPTION HOURS AMOUNT LAWYER
Feb-14-17 Conference with C. Meyer and M. Frischkorn 0.10 34.75 KPH
regarding executive session and regular
meetings items.
Feb-15-17 Prepare for regular meeting; Review notes 0.10 34.75 KPH
and file.
Attend regular meeting; Attend to agenda 0.20 69.50 KPH
items.
Totals 0.40 $139.00
Total Fee & Disbursements $139.00
Previous Balance 347.50
Previous Payments 347.50
Balance Now Due $139.00
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 March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN
46032
Attention: Mike Lee 11 P 0 6�01 R Ov D File#: Carm-MidTPed
03-29- Inv #: 25246
RE: Pedcor Midtown
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jan-10-17 Project meeting with M. Frischkorn, B. 0.30 104.25 KPH
Cordingley, R. Brown, and Pedcor project
team; Address and
application; Attend to estimated project costs
and additional prospective sources.
Jan-17-17 Project meeting with M. Frischkorn, B. 0.30 104.25 KPH
Cordingley, R. Brown, and Pedcor project
team; Address and
application; Attend to execution of State tax
credit letter and demolition of Woods Wire
east buildings.
Totals 0.60 $208.50
Total Fee& Disbursements $208.50
Previous Balance 208.50
Previous Payments 208.50
Balance Now Due $208.50
Attorney Rate
Karl P.Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmering $247.50
Wallack Somers & Haas, AC.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN RSV
46032 11P06:0$
�3-29` ile#:carni-MidtwnE
Attention: Mike Lee Inv #: 25247
RE: Midtown East
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jan-31-17 Check progress status; Calls. 0.20 69.50 KPH
Feb-15-17 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.
Totals 0.40 $139.00
Total Fee & Disbursements $139.00
Previous Balance 139.00
Previous Payments 139.00
Balance Now Due $139.00
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 March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 0 3-2 9-1 7 P 0 6 : 10 ;R V
.46032
File#:Carm-MidtwnW
Attention: Mike Lee Inv #: 25249
RE: Midtown West
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-21-16 Prepare for executive session; Review notes 0.30 104.25 KPH
and file.
Attend executive session; Lead and/or 0.30 104.25 KPH
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.30 104.25 KPH
items.
Review status and check preparedness of 0.30 104.25 KPH
regular meeting agenda items.
Review and mark-up summary of projects 0.60 208.50 JRS
from C. Meyer..
Dec-22-16 Follow up on Wednesday executive session 0.20 69.50 KPH
items.
Emails with M. Lee and T. Mariani. 0.20 69.50 JRS
Attend to executed documents, including 0.20 69.50 JRS
review exhibits and confirm all attached.
Dec-27-16 Work with TIF leverage model to consider 0.90 312.75 KPH
efficiency of proposed roject leverage;
Consider
conditions that might improve efficiency and
increase financing proceeds.
Jan-03-17 Continue to work with TIF leverage model to 0.80 278.00 KPH
consider efficiency of proposed project
leverage; Consider
4M conditions that might improve
efficiency and increase financing proceeds.
Jan-04-17 Emails with T. Dinwiddie. 0.20 69.50 JRS
Jan-06-17 Review project agreement; Suggest clarifying 0.70 243.25 KPH
revisions.
Conference call with T. Dinwiddie re project 0.30 104.25 KPH
agreement issues.
Jan-10-17 Review project agreement; Suggest clarifying 0.80 278.00 KPH
revisions.
Conference call with T. Dinwiddie regarding 0.60 208.50 KPH
project agreement issues and ownership
structure.
Jan-12-17 Review notes, file, and correspondence; 0.40 139.00 KPH
Identify project and document issues;
Meeting preparation.
Project meeting with C, Meyer, M. 0.40 139.00 KPH
Frischkorn, M. Lee, B. Barrett, T. Mariani,
and Barrett& Stokely project team, W.
Freiberger, and Merchants Bank project.
Follow up on bond financing and plan for 0.40 139.00 KPH
April closing; Calls and emails.
Attend to emails with L. Mathes, C. Meyer, 0.30 104.25 JRS
and L. Mathes, re:closing schedule and bond
structure.
Jan-15-17 Initial review and analysis of T. Dinwiddie 0.50 173.75 KPH
memo regarding proposed ownership
structure and B.
Donaldson response; Initial response to B.
Donaldson; Emails.
Jan-16-17 Complete review and analysis of T. 0.50 173.75 KPH
Dinwiddie memo regarding proposed
ownership structure and
B. Donaldson response; Review related
emails and file.
Consider response to T. Dinwiddie; Extended 1.00 347.50 KPH
memo and response to T. Dinwiddie;Emails
regarding same.
Jan-17-17 Status conference with M.Frischkorn. 0.10 34.75 KPH.
Jan-23-17 Attend meeting with C. Meyer,M. Lee,M. 1.10 382.25 KPH
Frischkorn, L. Matthes, A. Mouser, B.
Donaldson and J. Shoup regarding bind
issuance. [Attendance of both K. Haas and J.
Shoup requested and authorized by C.
Meyer.]
Attend meeting with C. Meyer, M. Lee, M. 2.10 729.75 JRS
Frischkorn, L. Matthes, A. Mouser,B.
Donaldson, and K. Haas regarding bond
issuance; Follow up on meeting issues.
Jan-24-17 Review and revise garage lease and garage 3.00 1,042.50 JRS
PIATT; Review project agreement and
declaration in connection with the foregoing..
Jan-25-17 Emails with B. Donaldson and B. Bingham 0.30 104.25 JRS
regarding garage lease.
Review and revise declaration, garage 3.20 1,112.00 JRS
PIATT, and garage lease.
Jan-27-17 Emails with B. Donaldson and K. Haas 0.70 243.25 JRS
regarding garage property lease; Conference
with K. Haas regarding same; Telephone call
with T. Dinwiddie and K. Haas regarding
deal structure.
Jan-31-17 Conference with M. Frischkorn regarding 0.10 34.75 KPH
project and document status.
Feb-01-17 Initial review of bond lease to determine 0.40 139.00 KPH
; Emails
reg ar ing same.
Initial review of bond lease to detennine 0.30 104.25 KPH
and
Emails regarding same.
Initial review of bond lease to identify 0.50 173.75 KPH.
overlap with other garage documents;
Consider means to coordinate lease and other
documents; Emails regarding same..
Attend to multiple emails regarding lease, 0.80 278.00 JRS
bond structure,and scheduling; Draft and
send email to B. Donaldson in response to
foregoing.
Feb-02-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH
Project meeting with C.Meyer,M. 1.10 382.25 KPH
Frischkorn,M. Lee, and developer project
team;Attend to open project and deal
structure issues.
Respond to email from C. Meyer regarding 0.20 69.50 JRS
document status.
Feb-03-17 Attend to open deal point and deal structure 1.00 347.50 KPH
issues; Calls.
Feb-06-17 Review garage lease; Consider revisions for 1.20 417.00 KPH
consistency with other ancillary documents.
Extended memo and email revisions of 0.50 173.75 KPH
garage lease casualty and insurance
provisions for consistency with other
ancillary documents.
Determine means to address garage lease 0.60 208.50 KPH
casualty and insurance provisions and
consistency with other ancillary documents.
Feb-07-17 Status conference with M. Frischkorn. 0.10 34.75 KPH
Attend to project financing1.90 660.25 KPH
Review L. Matthes email memo.
Feb-08-17 Review garage lease; Consider revisions for 1.30 451.75 KPH
consistency with other ancillary documents;
Determine critical revisions; Revise ground
lease accordingly; Emails with B. Donaldson.
Attend to project financing gap, focusing on 1.80 625.50 KPH
projected increment and estimated interest
rates; Respond to L. Matthes email memo;
Extended memo and email to B. Donaldson
and others re same;Additional emails.
Feb-09-17 Attend to bond issuance and bond document 2.00 695.00 KPH
matters,focusing on garage lease; Initial
review of bond documents.
Attend to ancillary document status, issues, 0.90 312.75 KPH
revisions, and distributions.
Extended memo and email to C. Meyer 0.60 208.50 KPH
regarding ancillary document status, issues,
revisions, and distributions.
Attend to coordination of taxpayer agreement 0.80 278,00 KPH
insurance requirements with insurance to be
maintained by bond trustee; Determine means
to coordinate.
Draft completion guaranties for garage 1.80 625.50 JRS
project, mixed-use project, and office project;
Review project agreements in connection
with foregoing.
Multiple emails with K. Haas regarding 0.70 243.25 JRS
insurance to be maintained pursuant to bond
documents, and effect of
Review K. Haas revisions to
insurance provisions of taxpayer agreement
for garage project.
Review and revise declaration. 0.60 208.50 JRS
Draft garage lease; Emails with B. Donaldson 3.10 1,077.25 JRS
regarding same; Review project agreements
in connection with foregoing.
Review garage lease; Emails with B. 0.60 208.50 JRS
Donaldson regarding same; Review project
agreements in connection with forgoing.
Update closing document checklist and send 0.40 139.00 JRS
to C. Meyer and T. Dinwiddie for review.
Feb-10-17 Attend to taxpayer agreements; focusing on 1.30 451.75 KPH
and
bond trustee.
Draft, review, and revise provisions to 2.40 834.00 KPH
taxpayer agreements that address ft�
dINOW requirements and implications of
bond trustee.
Draft taxpayer agreements for mixed-use and 3.20 1,112.00 JRS
office projects; review and revise taxpayer
agreement for garage project; Emails with K.
Haas regarding taxpayer agreement for
garage project;Review project agreements in
connection with foregoing.
Draft taxpayer agreement guaranties 2.20 764.50 JRS
for garage
project, mixed-use project and office project.
Feb-13-17 Attend to transaction and bond document 1.10 382.25 KPII
issues; Conference call with T. Dinwiddie.
Attend to developer and owner construction 0.80 278.00 KPH
and tax payment obligations.
Attend to.taxpayer agreements, focusing on 1.60 556.00 KPH
and
bond trustee.
Multiple emails regarding 0.40 139.00 KPH
re uirements and im lications of
and trustee.
Attend to multiple emails and revised 0.80 278.00 JRS
docwnents.
Feb-14-17 Conference with C. Meyer and M. Frischkorn 0.20 69.50 KPH
regarding executive session and regular
meetings items;Follow up on same.
Feb-15-17 Prepare for executive session and regular 0.30 104.25 KPH
meeting; Review notes and file.
Attend executive session; Lead and/or 0.20 69.50 KPH
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.20 69.50 KPH
items.
Attend to transaction and bond documents. 0.40 139.00 KPH
Extended memo and email to B. Donaldson 0.40 139.00 KPH
regarding bond document issues raised by T.
Dinwiddie.
Attend to multiple emails with B. Donaldson 0.80 278.00 JRS
regarding bond structure and lease,including
Draft memo of operating agreement. 0.50 173.75 JRS
Draft taxpayer agreement for mixed-use 2.20 764.50 JRS
property.
Feb-16-17 Attend to taxpayer agreement insurance 1.00 347.50 KPH
requirements, application of insurance
proceeds, duplication of bond coverages, and
reimbursement for non-duplicative bond
coverages.
Draft taxpayer agreements for mixed-use 2.10 729.75 JRS
property and office property.
Draft confirmation of reps and e-verify 0.70 243.25 JRS
certificates for office and mixed-use/garage
developers.
Feb-17-17 Follow up on open document and deal issues; 0.20 69.50 KPH
Calls.
Review drafts of ordinances, resolutions, 1.60 556.00 JRS
EDC findings, and meeting and action notices
from B. Bingham.
Attend to emails from A. Mouser and B. 0.20 69.50 JRS
Donaldson regarding bond parameters.
Attend to emails from B.Donaldson, L. 0.20 69.50 JRS
Mathes, and K. Haas regarding increment
projections.
Totals 69.30 $24,081.75
Total Fee & Disbursements $24,081.75
Previous Balance 32,838.75
Previous Payments 32,838.75
Balance Now Due $24,081.75
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 March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN R��
4603.2 e�6��?
29` File#:carm-MidtwnS
Attention: Mike Lee 3, Inv #: 25248
RE: Midtown South
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-27-16 Work with TIF leverage model to consider 0.70 243.25 KPH
efficiency of proposed ro`ect leverage;
Consider
conditions that might improve efficiency and
increase financing proceeds.
Jan-03-17 Continue to work with TIF leverage model to 0.80 278.00 KPH
evaluate efficiency of ro osed leverage;
Consider
conditions that might improve efficiency and
increase financing proceeds.
Jan-06-17 Review project agreement; Suggest clarifying 0.70 243.25 KPH
revisions.
Jan-10-17 Review project agreement; Suggest clarifying 0.80 278.00 KPH
revisions.
Attend to email from J.Kremp with 0.30 104.25 JRS
comments to project agreement.
Jan-11-17 Review and draft responses to comments to 2.50 868.75 JRS
project agreement from J. Kremp, A.
Greenwood, and K. Haas; Initial revisions to
project agreement per comments.
Jan-12-17 Meeting preparation; Review comments to 0.70 243.25 KPH
project agreement and comment responses;
Focus on comments regarding major open
issues.
Midtown South project meeting with C. 1.00 347.50 KPH
Meyer, M. Frischkorn,M. Lee, J. Hart,J.
Kremp,Hart project team, J. Moffat,A.
Greenwood, and Old Town/Ambrose project
team; Address project and design issues;
Attend to J. Kremp and A. Greenwood
comments to project agreement;Negotiate
project agreement terns and revisions;
Identify remaining open issues.
Follow up on bond financing and plan for 0.20 69.50 KPH
April closing; Calls and emails.
Follow up on open project agreement issues; 0.30 104.25 KPH
Note provisions to revise.
Jan-17-17 Status conference with M. Frischkorn. 0.10 34.75 KPH
Jan-23-17 Attend meeting with C. Meyer, M. Lee, M. 0.70 243.25 KPH
Frishkom, L. Matthes, A. Mouser, B.
Donaldson, and J. Shoup regarding bond
issuance. [Attendance of both K. Haas and J.
Shoup requested and authorized by C.
Meyer.]
Attend meeting with C. Meyer, M. Lee, M. 0.70 243.25 JRS
Frishkorn, L. Matthes, A. Mouser, B.
Donaldson, and K. Haas regarding bond
issuance. [Attendance of both K. Haas and J.
Shoup requested and authorized by C.
Meyer.]
Feb-02-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH
Project meeting with C. Meyer, M. 1.00 347.50 KPH
Frischkorn, M. Lee, and developer project
team; Attend to open project and deal
structure issues.
Review K.Haas notes from meeting with 2.30 799.25 JRS
Hart team; Review and revise project
agreement;Draft email to J. Kremp
responding to his comments from January 10.
Feb-03-17 Attend to J. Kremp comments to project 1.20 417.00 KPH
agreement and J. Shoup responses; Extended
additional responses to comments regarding
open issues; Emails.
Follow up on meeting issues; Calls. 0.40 139.00 KPH
Attend to open deal point and deal structure 0.80 278.00 KPH
issues; Calls.
Review and revise project agreement;Review 3.80 1,320.50 JRS
response comments from J. Kremp in
connection with foregoing.
Feb-04-17 Emails with J. Kremp and K. Haas; Review 1.50 521.25 JRS
and revise project agreement and send to C.
Meyer and J. Kremp.
Feb-15-17 Prepare for regular meeting; Review notes 0.10 34.75 KPH
and file.
Attend regular meeting; Lead and/or 0.10 34.75 KPH
participate in discussion of permissible
topics.
Attend to transaction and bond documents. 0.40 139.00 KPH
Feb-17-17 Follow up on open document and deal issues; 0.40 139.00 KPH
Calls and conferences.
Totals 21.80 $7,575.50
Total Fee& Disbursements $7,575.50
Previous Balance 10,703.00
Previous Payments 10,703.00
Balance Now Due $7,575.50
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 March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN
46032 R C
03-29-1�P06 p6 File#: Carm-MerMain
Attention: Mike Lee nv #: 25245
RE: Meridian&Main
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-21-16 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. 0.20 69.50 KPH
Attend regular meeting; Attend to agenda 0.30 104.25 KPH
items.
Dec-23-16 Follow up on deal status; Calls regarding 0.30 104.25 KPH
same.
Review and update notes and file;Notate 1.20 417.00 KPH
project agreement for revisions.
Dec-27-16 Work with TIF leverage model to consider 0.80 278.00 KPH
efficiency of proposed project leverage;
Consider
conditions that might improve efficiency and
increase financing proceeds.
Feb-IS-17 Prepare for executive session; Review notes 0.20 69.50 KPH
and file.
Attend executive session; Lead and/or 0.10 34.75 KPH
participate in discussion of permissible
topics.
Totals 3.30 $1,146.75
Total Fee& Disbursements $1,146.75
Previous Balance 1,772.25
Previous Payments 1,772.25
Balance Now Due $1,146.75
Attorney Rate
Karl P.Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmering $247.50
Wallack Somers & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel March 16, 2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 03-z9-19?061.00 19�
46032
File#: carm-MainMon
Attention: Mike Lee Inv #: 25244
RE: Main& Monon
DATE DESCRIPTION HOURS AMOUNT LAWYER
Dec-21-16 Prepare for executive session; Review notes 0.30 104.25 KPH
and file.
Attend executive session; Lead and/or 0.40 139.00 KPH
participate in discussion of permissible
topics.
Prepare for regular meeting. 0.30 104.25 KPH
Attend regular meeting; Attend to agenda 0.40 139.00 KPH
items.
Review settlement statement for conveyances 0.20 69.50 JRS
closing.
Emails with M. Lee regarding conveyances 0.20 69.50 JRS
closing.
Review and revise title policy pro-forma; 0.30 104.25 JRS
Emails with K. Boren and J. WalIender.
Assemble legal description exhibits. 0.60 208.50 JRS
Review and revise project agreement to 0.30 104.25 JRS
update and fill in blanks.
Dec-22-16 Attend to project agreement completion 0.20 69.50 KPH
items; Follow up on Wednesday approval;
Calls and emails.
Multiple emails with M. Lee, 0.30 104.25 JRS
Attend to executed documents, including 0.20 69.50 JRS
determine remaining blanks and missing
exhibits.
Draft and send lengthy emails regarding 0.40 139.00 JRS
blanks remaining and exhibits that need to be
attached.
Multiple emails with C. Lazzara and J. 0.30 104.25 JRS
Wallender.
Prepare site plan exhibit and send out for 0.60 208.50 JRS
review.
Review and revise project agreement to fill in 0.30 104.25 JRS
blanks with information from C. Lazzara.
Dec-23-16 Review and consider C. Lazzara email memo 0.20 69.50 KPH
regarding initial critical path events.
Response memo and email to C. Lazzara 0.30 104.25 KPH
regarding initial critical path events; Calls
regarding same.
Dec-27-16 Work with TIF Ieverage model to consider 0.60 208.50 KPH
efficiency of proposed project leverage;
Consider
conditions that might improve efficiency and
increase financing proceeds.
Jan-03-17 Continue to work with TIF leverage model to 0.80 278.00 KPH
evaluate efficiency of proposed project
leverage; Consider
conditions that might improve
efficiency and increase project financing
proceeds.
Emails with M. Lee regarding conveyance to 0.20 69.50 JRS
C. Lazzara.
Draft option exercise notice and quitclaim 0.40 139.00 JRS
deed for same.
Jan-05-17 Telephone call with D. Coots. 0.20 69.50 JRS
Prepare closing document/exhibit checklist. 0.50 173.75 JRS
Draft condo taxpayer agreement. 1.60 556.00 JRS
Jan-06-17 Draft condo taxpayer agreement, restaurant 5.80 2,015.50 JRS
taxpayer agreement, and office taxpayer
agreement.
Consider agreement given 0.60 208.50 JRS
sublease structure; Conference with K. Haas
regarding same.
Draft garage PILOT agreements. 1.10 382.25 JRS
Jan-09-17 Draft garage PILOT agreement; Review and 2.50 868.75 JRS
revise taxpayer agreements for condo,
restaurant, and office components in
connection with foregoing.
Jan-10-17 Draft guaranties for condo, restaurant, and 4.90 1,702.75 JRS
office taxpayer agreements, and garage
PILOT agreement.
Jan-11-17 Attend to installment contract financing; 0.60 208.50 KPH
Begin outlining same.
Check financing issues with prospective 0.30 104.25 KPH
lenders.
Consider assignment transaction 3.30 1,146.75 JRS
documentation; Draft installment contract.
Jan-12-17 Conference call with C. Meyer, M. Lee, J. 0.50 173.75 KPH
Shoup, and developer team [participation of
both K. Haas and J. Shoup requested and
authorized by C. Meyer].
Draft installment contract; Review project 1.80 625.50 JRS
agreement in connection with foregoing.
Conference call with C. Meyer,M. Lee, K. 0.50 173.75 JRS
Haas, and developer team; Discuss
reconveyance of parcels.
Draft participation agreement. 3.70 1,285.75 ;JRS
Emails with C. Meyer regarding council 0.20 69.50 JRS
approval of installment contract.
Draft email regarding how installment 0.60 208.50 JRS
contract and other assignment transaction
documentation will be revised
Review and revise quitclaim deed and notice 0.40 139.00 JRS
of exercise per conference call.
Jan-13-17 Draft assignment transaction documents, 3.40 1,181.50 JRS
including CRC certificate, developer
certificate, developer consents, and WSH
opinion.
Draft custodial(disbursement) agreement; 3.80 1,320.50 JRS
Review project agreement in connection with
foregoing.
Emails with C. Lazzara and A. Warren 0.30 104.25 JRS
regarding certificates.
Jan-16-17 Attend to developer insurance certificate and 0.20 69.50 KPH
project agreement exhibits; Emails regarding
same.
Jan-17-17 Review notes and file regarding installment 0.30 104.25 KPH
contract financing; Consider strategy a
Jan-20-17 Emails with M. Lee and K. Haas regarding 0.30 104.25 JRS
insurance certificate and status of project
agreement exhibits.
Jan-31-17 Conference with C. Meyer and M. Frischkorn 0.10 34.75 KPH
regarding installment contract financing term
sheet.
Attend to email from C. Meyer regarding 0.30 104.25 KPH
revisions
Consider responses.
Review and revise term sheet in response to 0.40 139.00 KPH
C. Meyer email.
Extended memo and email to C. Meyer 0.50 173.75 KPH
discussing revisions��
Feb-OI-17 Follow up on installment contract financing 0.30 104.25 KPH
term sheet; Consider additional modifications
to term sheet; Emails.
Feb-02-17 Review notes and file; Meeting preparation. 0.20 69.50 KPH
Project meeting with C. Meyer, M. 0.90 312.75 KPH
Frischkorn, M.Lee, and developer project
team; Attend to open project and deal
structure issues.
Feb-03-17 Follow up on meeting issues; Calls. 0.20 69.50 KPH
Feb-05-17 Outline current project deal structure. 0.40 139.00 KPH
Extended memo and email to B. Donaldson 1.20 417.00 KPH
explaining project and deal structure.
Feb-06-17 Attend to possibility of�financing; 0.50 173.75 KPH
Emails with B. Donaldson regarding same.
Feb-09-17 Attend to Council resolution approving IPC; 0.60 208.50 KPH
Consider type and scope of resolution; Emails
to C. Meyer regarding same.
Feb-13-17 Emails with C. Lazzara. 0.20 69.50 JRS
Feb-14-17 Conference with C. Meyer and M. Frischkorn 0.20 69.50 KPH
regarding executive session and regular
meetings items; Follow up on same.
Feb-15-17 Prepare for executive session and regular 0.30 104.25 KPH
meeting; Review notes and file.
Attend executive session; Lead and/or 0.40 139.00 KPH
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.20 69.50 KPH
items.
Feb-16-17 Follow up on deal structure explanation to B 1.20 417.00 KPH
Donaldson; Confirm acceptability as a
modified or alternative approach to IPC
financing; Calls and emails.
Feb-17-17 Follow up on open document and deal issues; 0.20 69.50 KPH
Calls and conferences.
Update closing document checklist and attend 0.30 104.25 JRS
to emails.
Feb-20-17 Attend to IPC approval by Council and 0.80 278.00 KPH
approving resolution; Review draft
resolutions; Emails.
Draft Council IPC approving resolutions. 1.20 297.00 RRW
Emails regarding resolutions. 0.10 24.75 RRW
Totals 55.90 $19,295.25
Total Fee& Disbursements $19,295.25
Previous Balance 9,556.25
Previous Payments 9,556.25
Balance Now Due $19,295.25
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 March 16,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Cannel, IN 1 R C V D
46032 03-29-1 '1P06 - t
File#: carmisc
Attention: Mike Lee Inv #: 25250
RE: General Matters
DATE DESCRIPTION HOURS AMOUNT LAWYER
Nov-04-16 Review sample RFPs; Select examples for M. 0.70 243.25 KPH
Frischkorn; Emails with M. Frischkorn,
Nov-15-16 Conference with C. Meyer and M. Frischkorn 0.20 69.50 KPH
regarding topics for executive session and
items on regular meeting agenda.
Nov-16-16 Attend executive session; Lead and/or 0.20 69.50 KPI-I
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.40 139.00 KPH
items
Nov-18-16 Attend to contract approval and other 0.20 69,50 KPH
administrative matters.
Dec-06-16 Attend to disclosures to developers regarding 0.30 104.25 KPH
prospective projects;Consider
implications.
Dec-16-16 Review and check status of regular meeting 0.10 34.75 KPH
agenda items.
Dec-21-16 Prepare for executive session and regular 0.20 69.50 KPH
meeting; Review notes and file.
Attend executive session; Lead and/or 0.20 69.50 KPH
participate in discussion of permissible
topics.
Attend regular meeting;Attend to agenda 0.40 139.00 KPH
items.
Jan-09-17 Check on annual report and appointment of 0.20 69.50 KPH
commission members.
Jan-11-17 Attend to administrative matters, including 0.40 139.00 KPH
bidding and payment procedures.
Jan-17-17 Review with C. Meyer and M. Frischkorn 0.10 34.75 KPH
regular meeting agenda items.
Jan-18-17 Prepare for executive session and regular 0.10 34.75 KPH
meeting.
Attend executive session; Lead and/or 0.10 34.75 KPH
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.30 104.25 KPH
items.
Feb-14-17 Conference with C. Meyer and M. Frischkorn 0.20 69.50 KPH
regarding various executive session and
regular meetings items;Follow up on same.
Feb-15-17 Prepare for executive session and regular 0.10 34.75 KPH
meeting.
Attend executive session; Lead and/or 0.20 69.50 KPH
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.40 139.00 KPH
items.
Totals 5.00 $1,737.50
Total Fee& Disbursements $1,737.50
Previous Balance 3,266.50
Previous Payments 3,266.50
Balance Now Due $1,737.50
Attorney Rate
Karl P. Haas $347.50
Jennifer R.Shoup $347.50
Ryan R. Wilmering $247.50