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311586 5/25/2017
w _� CITY OF CARMEL, INDIANA VENDOR: 00351368CHECK AMOUNT: $****69,995.75* ONE CIVIC SQUARE WALLACK S SQUARE & HAAS PC CHECK NUMBER: 311586 �Q: CARMEL, INDIANA 46032 ONE INDIANA SQUARE � � SUITE 2300 CHECK DATE: 05/25/17 �i9ue. INDIANAPOLIS IN 46204 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 25334 22,031.50 LEGAL FEES 902 4340000 25335 1,017.25 LEGAL FEES 902 4340000 25336 24.75 LEGAL FEES 902 4340000 25337 521.25 LEGAL FEES 902 4340000 417.00 LEGAL FEES 902 4340000 25338 515.50 LEGAL FEES 902 4340000 25339 69.50 LEGAL FEES 902 21,649.25 4340000 25340 LEGAL FEES 902 4340000 25341 1,702.75 LEGAL FEES 902 4340000 25342 1,822.50 LEGAL FEES 902 4340000 25343 347.50 LEGAL FEES 902 4340000 25345 1,112.00 LEGAL FEES 902 4340000 25346 7 089 .00 LEGAL FEES 902 4340000 25347 11,676.00 LEGAL FEES 902 4340000 25348 0 Z O < < yo o m m co m o o m m o m p O C) C m D a o o O O 0 0 0 0 0 0 0 Z - t— Q N N N N N N N N N N N �k D m r 0 n cr n -0 w m m p Or o z � o CL C D O w z N N N N N N N N N N N < C z �_ /�� m ' O (D CT CT UI UI CT CA U) CT U7 UI W0 --i W W W W W W W W W w Cl) w CD Z W W W QD W A A A A A A W 0 C N CT N)coo c0 N O OD V CT A A m O D V) CO) -Ti N X 00 3' CD D co 0 m D co o CA A A A A A A A A A A A 0 ;1 CA w w w w w w w w w w w n 0 0 _ D c0 A c0 A CC) A CC) A A A A o 0 Q .4 w c0 A 0 A c0 A LU o O O O O O O O O O o o O O O O O O O O O O a 03 n N O N O N O N O N O N O N O N O N o N o N o 4 3 X 3 0 o O O o 0 0 o O O o xt N• D D v o 0 0 0 0 0 Cl O o o 0 z 3 O z z 0 4A 69 69 69 69 N D O fA 6"9 V 69 69 SC? O 69 AV CA O W A CT O A _ jN _ OOV V U 0) CO V O C T CD N V O CJI V O O O U) V V Z S CT CT O O CT o o O O CA CT ca S 3 CD Ell (D CS S Z s m v `� Dcr c 0 PL S 9• o F N n 0 C S n( DD ca U) fv'D 1 69 CACD _ Z 2 S CD d 0)m CD a CD _ a CDs 3 0 n m 3. a x 0 _ CD N CD 0 3. °' a N N 0 = a C? imp a o 4 O O CL a N CD v 3 O o m N C S a CD 0 CC7 co C) C) C) UO C) 0 C) O C7 O C) co CJI C) 0 NO o NO NoNoNND <� 0 O N N N � N �z N � N D N -I a o M .a K3K) V V V V V V V V V V , m a CD cr n 3 " Q c _ = D U) Er cr CD N N N N N N N N N N N C °� v '" 0 o Ul co o co o co cn co w co 0 m w o Ul co o co cn co cn Z O 3 O m a CD O w O w O W O w O W O w O w O w o w o <' 0 w c� _0 � m n W W W W A A A A A A WCD N Cn N 0) N OD N CC) N N N 0) N QO N V N CT N A N A M a) • Z D COD Wo CD CD C7 m OC C) �. a < 3rn � c s o O D CD f D �_- x n CA Q a n d ? 0 v o TD W y m obi m m d f f o > > B n 7r Z m O O) N ( 03 CL 0 AO NCL CD Q 0• O 0 CD c C :Er D r' 1 O CD Z m a C o y 2 $ c cn mv CD CD c o = v a v ° y M T f1 v a CCD a CCDCDn m ucD~i oZ c N N O) 2. 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March and April 2017 invoices Invoice Invoice Account Date Number Number Amount Description 5/2/2017 25337 4460802 $ 521.25 P 2 25341 4460805 $ 21,649.25 P 5 25340 4460807 $ 69.50 P 7A 25343 4460807 $ 1,822.50 P 7C 25335 4460810 $ 1,017.25 P10 25336 4460816 $ 24.75 P 16 25338 4460821 $ 417.00 P 21 25339 4460849 $ 515.50 P 49 25342 4460862 $ 1,702.75 P 62 25346 4340000 $ 1,112.00 Midtown East 25348 4340000 $ 11,676.00 Midtown West 25347 4340000 $ 7,089.00 Midtown South 25345 4340000 $ 347.50 Meridian and Main 25344 4340000 $ 21,440.75 Main and Monon 25334 4340000 $ 590.75 General Matters Total $ 69,995.75 Wallack Somers & Haas, P.C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 05_09-17P05 58 I l File#: carmpar 2 Attention: Mike Lee Inv #: 25337 RE: Parcel DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-21-17 City Center projects meeting with C. Meyer, 0.20 69.50 KPH M. Frischkorn, B. Cordingley, R. Brown, and Pedcor project team; Discuss Kent status. Feb-28-17 City Center project meeting with C. Meyer, 0.20 69.50 KPH M. Frischkorn, B. Cordingley, R. Brown, and Pedcor project team; Discuss Kent redesign and financing status. Mar-14-17 City Center projects meeting with C. Meyer, 0.20 69.50 KPH B. Cordingley, R. Brown, and Pedcor project team; Discuss Kent redesign and work changes. Mar-21-17 City Center project meeting with C. Meyer, 0.20 69.50 KPH B. Cordingley,R. Brown, and Pedcor project team; Discuss Kent redesign and work changes. Mar-28-17 City Center projects meeting with C. Meyer, 0.20 69.50 KPH B. Cordingley,R. Brown, and Pedcor project team; Discuss Kent redesign and financing status. Follow-up conference with R. Brown. 0.20 69.50 KPH Apr-11-17 Consider financing 0.30 104.25 KPH structures Totals 1.50 $521.25 Total Fee& Disbursements $521.25 Previous Balance 104.25 Previous Payments 104.25 Balance Now Due $521.25 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: carmparce15 Attention: Mike Lee Inv #: 25341 RE: Parcel s 05-09-1 '1P05:58 RCV DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-19-17 Consider hotel project, 2.10 729.75 KPH financing, and contributions; Analyze P. Coury quick proforma. Extended memo and email to B. Cordingley 1.50 521.25 KPH regarding same. Feb-20-17 Address issues re hotel project, 2.60 903.50 KPH financing, and.ql� contributions; Attend to P. Couiy quick proforma. Memos and emails with B. Cordingley 0.60 208.50 KPH regarding same. Feb-21-17 Review notes and file; Meeting preparation. 0.20 69.50 KPH City Center projects meeting with C. Meyer, 0.90 312.75 KPH M. Frisehkom, B. Cordingley, R.Brown, and Pedcor project team; Attend to hotel project financing and equity investments;Attend to Feinstein cabaret club and fine dining restaurant. Meeting follow-up conference with C. Meyer 0.20 69.50 KPH and M. Frischkorn. Follow up on project financing status; Calls. 0.80 278.00 KPH Feb-23-17 Review increment commitments and 0.60 208.50 KPH allocation areas Consider means to rovide credit 0.80 278.00 KPH enhancement/ financing. Feb-24-17 Update on project financing status; Identify 0.60 208.50 KPH and attend to financing/funding issues; Calls. Feb-25-17 Analyze Holladay hotel project models for 1.20 417.00 KPH Memo and email discussing models and 0.50 173.75 KPH requesting model runs with modified assumptions. Feb-26-17 Outline terms of four hotel project funding 1.20 417.00 KPH options; Consider revisions to terms. Extended memo and email to J. Brainard 1.70 590.75 KPH explaining use of options individually and in combination. Additional emails. 0.20 69.50 KPH Feb-28-17 Review notes and file regarding project status 0.30 104.25 KPH and hotel deal; Prepare for meeting. City Center project meeting with C. Meyer, 0.80 278.00 KPH M. Frischkorn, B. Cordingley, R. Brown, and Pedcor project team; Discuss hotel project branding, hotel project developer negotiations,hotel project sources and uses, design status, and onstruction status. Follow up conference with C. Meyer and M. 0.30 104.25 KPH Frischkorn regarding status of compliance with assessment schedule, availability/shortfall of increment, and source of funds to cover shortfall. Review revised Holladay hotel project 0.40 139.00 KPH proforma, Follow up on compliance with assessment 0.60 20$.50 KPH schedule, increment, and Check taxpayer agreements and exhibits. Review and analyze email from B. 0.40 139.00 KPH Cordingley regarding hotel project deal points discussed with J. Brainard. Email to B. Cordingley clarifying discussion; 0.70 243.25 KPH Additional emails with C Meyer. Conference call with J. Brainard regarding 0.40 139.00 KPH hotel project deal points discussed with B. Cordingley. Mar-08-17 Attend to Pedcor communications with P. 0.70 243.25 KPH Couty regarding CRC contributions; Memo and email to C. Meyer. Mar-09-17 Attend to hotel project deal structure, 1.40 486.50 KPH financing, and funding; Follow up on issues raised by J. Brainard and B. Cordingley deal point memos and emails. Extended memo and email to C. Meyer 0.40 139.00 KPH regarding same; Calls. Mar-14-17 Review B. Cordingley preliminary hotel 1.10 382.25 KPH project pro forma; Review P. Couiy correspondence; Review notes and file; Meeting preparation. City Center projects meeting with C. Meyer, 0.80 278.00 KPH B. Cordingley, R. Brown, and Pedcor project team;Attend to hotel project, projects for development and financing, and new tenant leases. Check on project status. 0.10 34.75 KPH Review revised exhibits to Amendments to 1.90 660.25 JRS Public Areas Use Declaration and Amended and Restated Declaration; Review Restated Second Component Project Agreement in connection with foregoing; Draft and send email to Pedcor legal team regarding foregoing. Mar-15-17 Prepare for executive session; Review file 0.30 104.25 KPH and notes. Attend executive session; Lead and/or 0.40 139.00 KPH participate in discussion of permissible topics. Mar-20-17 Calls and emails with J. Brainard, B. 0.70 243.25 KPH Cordingley; and others. Mar-21-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH City Center projects meeting with C. Meyer, 0.90 312.75 KPH B. Cordingley, R. Brown, and Pedcor project team; Attend to hotel project deal structure, financing, and funding; Attend to loan guaranty summary;Attend to round-about project issues. Check on project status. 0.10 34.75 KPH Follow up on hotel project deal structure, 0.90 312.75 KPH financing, and funding; Follow up on issues raised by J. Brainard and B. Cordingley deal point memos and emails. Conference call with J. Brainard regarding 0.40 139.00 KPH hotel project deal structure, financing, and funding. Extended memo and email to B. Donaldson 0.60 208.50 KPH regarding hotel project deal structure, financing, and funding. Mar-22-17 Attend to hotel project deal structure, 0.80 278.00 KPH financing, and funding; Follow up on issues raised by J. Brainard and B, Cordingley deal point memos and einails. Mar-23-17 Outline issues regarding valuation of Pedcor 1.10 382.25 KPH portion of hotel site and safety/risk of equity investment given hotel financing and funding structure; Conference with C. Meyer regarding same. Follow up on permitted used of public project 0.80 278.00 KPH funding sources; Memo and email to B. Donaldson. Conference call with B. Donaldson regarding 0.60 208.50 KPH permitted uses of public project funding sources; Follow up on same. Mar-24-17 Outline basic title and property interests 2.60 903.50 KPH �j project financing, mechanisms, and loan collateral Meeting with K. Haas regarding property 2.40 834.00 JRS interests and financing mechanisms for hotel. Draft summary of financing mechanism that 3.20 1,112.00 JRS Review similar structure in other project agreements in connection with foregoing. Mar-26-17 Review project grant-backed financing 1.60 556.00 KPH summary. Mar-27-17 Complete review and revision of 0.90 312.75 KPH grant-backed financing summary; Attend to developments with other similarly-financed hotel project; Emails. Attend to J. Brainard's questions regarding 0.30 104.25 KPH hotel project financing issues. Consider+rent structure; Review 0.80 278.00 KPH i iiii"accordingly; isions Emails. Review comments to grant-backed loan 0.80 278.00 JRS summary; Review and revise summary. Mar-28-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH City Center projects meeting with C. Meyer, 0.90 312.75 KPH B. Cordingley, R. Brown, and Pedcor project team; Attend to hotel project deal structure, financing, and funding; Review project financing summary; Attend to Baldwin-Chambers uses and tenant prospects; Attend to round-about project issues. Follow-up conference with R. Brown; 0.50 173.75 KPH Address combination and coordination of with property> Check on project status. 0.10 34.75 KPH Review proposed revisions to grant-backed 0.50 173.75 JRS financing summary; Emails regarding same. Mar-29-17 Meeting preparation; Review emails with B. 0.80 278.00 KPH Cordingley and.P. Coury; Review notes and file. Hotel project meeting with J. Brainard,B. 1.70 590.75 KPH Cordingley, R. Brown, M. Averitt, P. Coury, and P. Loehr. Follow up conference with J. Brainard and B. 0.30 104.25 KPH Cordingley. Follow up conference call with P. Coury and 0.40 139.00 KPH P. Loehr. Mar-30-17 Attend to Park East garage project investment 1.00 347.50 KPH information requested by press; Check and confirm/correct same; Memo and email to D. McFeely. Apr-03-17 Attend to hotel project deal structure, 0.60 208.50 KPII financing, and funding; Consider alternatives. Apr-06-17 Attend to hotel project deal structure, 0.80 278.00 KPH financing, and funding; Consider alternatives. Apr-07-17 Attend to statutory requirements regarding 1.10 382.25 KPH public bidding for small contract amounts; Extended memo and email to R. Brown. Apr-10-17 Update summary of grant-based financing for 0.50 173.75 KPH Tuesday meeting; Emails; Attend to preparation of project agreement; 0.80 278.00 KPH Gather and organize correspondence,notes, and file. Conference with K. Haas regarding terms for 1.40 486.50 JRS hotel deal in preparation for drafting project agreement. Apr.-11-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH City Center projects meeting with C. Meyer, 0.90 312.75 KPH B. Cordingley, R. Brown,and Pedcor project team; Attend to hotel project deal structure, financing, and funding; Review grant-backed financing summary; Attend to management agreement "big picture" issues and fees; Attend to project agreement terms; Attend to round-about project issues. Check on project status. 0.10 34.75 KPH Attend regular meeting; Attend to agenda 0.10 34.75 KPH items. Apr-13-17 Advise R. Brown regarding ground lease 0.90 312.75 KPH lender provisions for hotel ground lease. Review sample lender protections; Select 1.60 556.00 KPH provisions applicable for hotel ground lease; Transmit same to R. Brown with extended memo and email regarding effect and application of same. Email and telephone call with R. Brown 0.20 69.50 JRS regarding parking adjacent to Parcel 10. Totals 62.30 $21,649.25 Total Fee& Disbursements $21,649.25 Previous Balance 9,764.75 Previous Payments 9,764.75 Balance Now Due $21,649.25 Attorney Rate Karl P. Maas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilhnering $247.50 Wallack Somers c& Haas, A C. One Indiana Square Suite 2300 Indianapolis, IN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Cannel May 2,2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 05_09_1 7Pp5 :5g 'CV Carmel, IN 46032 File#: carmparcel7a Attention: Mike Lee Inv #: 25340 RE: Parcel 7A DATE DESCRIPTION HOURS AMOUNT LAWYER Mar-15-17 Attend regular meeting; Attend to agenda 0.10 34.75 KPH items. Apr-I 1-17 Attend regular meeting; Attend to agenda 0.10 34.75 KPH items. Totals 0.20 $69.50 Total Fee & Disbursements $69.50 Previous Balance 69.50 Previous Payments 69.50 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File #: carmparcel7c Attention: Mike Lee Inv #: 25343 RE: Parcel 7C 05-09-1 ' P05-59 RCVD DATE DESCRIPTION HOURS AMOUNT LAWYER Mar-02-17 Review SEP lease right of first offer and 0.10 24.75 RRW review proposed second floor conference room space Emails regarding SEP lease right of first offer 0.10 24.75 RRW and proposed second floor conference room space. Mar-09-17 Telephone call with M,Napariu regarding 0.10 24.75 RRW SEP lease of Tarkington space. Emails regarding SEP lease of Tarkington 0.10 24.75 RRW space. Mar-10-17 Telephone calls with M. Lee regarding SEP 0.20 49.50 RRW lease of Tarkington space. Mar-21-17 Telephone call with M. Lee regarding lease 0.10 24.75 RRW of portion of proposed second floor conference room space Mar-24-17 Emails regarding SEP lease of Tarkington 0.10 24.75 RRW space. Call T.Nolting regarding lease of 0.10 24.75 RRW second floor conference Groom. Conference call with T. Shute, M.Napariu, 0.80 198.00 RRW and M. Lee regarding SEP and leases of space. Mar-27-17 Attend to issues regarding 0.90 312.75 KPH second floor conference room space; Telephone call with T. Nolting regarding 0.10 24.75 RRW Tease of second floor conference room space. Research CRC authority to grant real 0.80 198.00 RRW property interests Emails regarding same authority. 0.10 24.75 RRW Mar-28-17 Emails regarding grant of leasehold to 0.60 148.50 RRW forsublese to i Apr-04-17 Emails regarding grant of leasehold to 0.20 49.50 RRW for sublease to Apr-06-17 Emails regarding grant of leasehold to 0.30 74.25 RRW for sublease to� Telephone call with M. Lee regarding same 0.20 49.50 RRW and Commission regular meeting agenda. Apr-07-17 Emails regardin r rant of leasehold to_ 0.20 49.50 RRW for sublease to Review and revise Commission action item 0.20 49.50 RRW on grant of leasehold to Draft IMM lease of second floor conference 1.40 346.50 RRW room space for sublease to Emails regarding draftMlease. 0.10 24.75 RRW Apr-10-17 Emails regarding draft Mlease. 0.20 49.50 RRW Totals 7.00 $1,822.50 Total Fee & Disbursements $1,822.50 Previous Balance 139.00 Previous Payments 139.00 Balance Now Due $1,822.50 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 05-09-17P05 :57 RCV 46032 File#: carrnparc Attention: Mike Lee Inv #: 25335 RE: Parcel 10 DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-28-17 City Center project meeting with C. Meyer, 0.10 34.75 KPH M. Frischkorn, B. Cordingley, R. Brown, and Pedcor project team; Discuss site � Mar-14-17 City Center projects meeting with C. Meyer, 0.20 69.50 KPH. B. Cordingley, R. Brown, and Pedcor project team; Discuss site wand issues. Mar-15-17 Emails regarding easement rights to West 0.10 24.75 RRW parking lot. Review easement documents regarding 0.50 123.75 RRW easement rights to West parking lot. Mar-21-17 City Center project meeting with C. Meyer, 0.20 69.50 KPH B. Cordingley, R. Brown, and Pedcor project team; Attend to site and issues. Mar-23-17 Conference call with R. Brown and J. Shoup 0.80 278.00 KPH regarding easements,restrictions, obligations, and rights with respect to CRC parking lot. [Participation of both K. Haas and J. Shoup requested and authorized by C. Meyer.] Conference call with R. Brown, and K. Haas 0.50 173.75 JRS regarding easement agreements. Apr-11-17 City Center project meeting with C. Meyer, B.0.20 69.50 KPH Cordingley, R. Brown, and Pedcor project team; Attend to site�and parking issues. Prepare for regular meeting; Review notes 0.30 104.25 KPH and file. Attend regular meeting; Attend to agenda 0.20 69.50 KPH items. Totals 3.10 $1,017.25 Total Fee &Disbursements $1,017.25 Previous Balance 139.00 Previous Payments 139.00 Balance Now Due $1,017.25 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, lN 46204 Ph: 317/231-9000 Fax: 317/231-9900 City of Carmel May 2, 2 17 Carmel Redevelopment Commission 30 West Main Street Suite 220 Carmel, IN 05-09-1 '1P0`� 51 RCV 46032 File#: carmparcel 16 Attention: Mike Lee Inv #: 25336 RE: Parcel 16 DATE DESCRIPTION HOURS AMOUNT LAWYER Dec-21-16 Emails regarding recorded quitclaim deed to 0.10 24.75 RRW OTS I1. Totals 0,10 $24.75 Total Fee & Disbursements $24.75 Previous Balance 168.50 Previous Payments 168.50 Balance Now Due $24.75 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 U5-09- 1 F 5 ;5 g R C V File#: car rcel2l Attention: Mike Lee Inv #: 25338 RE: Parcel 21 DATE DESCRIPTION HOURS AMOUNT LAWYER Mar-30-17 Attend to Lurie project information requested 1.20 417.00 KPH by press regarding public and private investment, project cost, and CRC condo sale revenue; Check and confirm/correct same; Memo and email to D. McFeely. Totals 1.20 $417.00 Total Fee& Disbursements $417.00 Balance Now Due $417.00 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 05_09-1 q P05 :58 R CV Carmel, IN 46032 File #: cannparcel49 Attention: Mike Lee Inv #: 25339 RE: Parcel 49 DATE DESCRIPTION. HOURS AMOUNT LAWYER Feb-17-17 Draft amendment to parking management 0.90 222.75 RRW agreement. Mar-15-17 Prepare for regular meeting; Review notes 0.20 69.50 KPH and mile. Attend regular meeting; Review notes and 0.10 34.75 KPH file. Apr-06-17 Follow up on plaza conveyance documents; 0.10 34.75 KPH Emails. Emails regarding plaza management 0.20 49.50 RRW agreement, deed, and restricted/prohibited uses. Apr-11-17 Prepare for regular meeting; Review notes 0.20 69.50 KPH and file. Attend regular meeting;Attend to agenda 0.10 34.75 KPH items, Totals 1.80 $515.50 Total Fee & Disbursements $515.50 Previous Balance 3,475.00 Previous Payments 3,475.00 Balance Now Due $515.50 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmeritig $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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File #; earmparcel62 Attention: Mike Lee Inv #: 25342 RE: Parcel 62 - PNC 05-09-17P05 :58 DATE DESCRIPTION HOURS AMOUNT LAWYE Mar-27-17 Attend to issues regarding Commission 0.20 69.50 KPH authorization of public offering; Emails. Mar-31-17 Attend to issues regarding reservation of 0.80 278.00 KPH leaseholds in Drics and Jacobs deed; Address issues regarding coordination with purchase agreements and leases; Emails with M. Frischkorn. Apr-03-17 Attend to issues regarding reservation of 0.50 173.75 KPH leaseholds in Drics and Jacobs deed; Address issues regarding use of Drics lease and purchase agreement without revisions; Emails with M. Frischkorn. Apr-05-17 Attend to seller reservation of leasehold in 0.30 104.25 KPH deed; Conference call with M. Friscl-dcorn regarding same. Apr-07-17 Draft modifications to deed, purchase 2.10 729.75 KPH agreement, and lease for seller reservation of leasehold; Memo and email to M.Frischkorn regarding same. Apr-10-17 Review and revise modifications to deed, 0.80 278.00 KPH purchase agreement,and lease for seller reservation of leasehold; Memo and email to M. Frischkorn regarding same. Apr-12-17 Attend to information regarding inclusion of 0.20 69.50 KPH site in an allocation area and redevelopment area; Calls and emails. Totals 4.90 $1,702.75 Total Fee & Disbursements $1,702.75 Previous Balance 139.00 Previous Payments 139.00 Balance.Now Due $1,702.75 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN R C 46032 05_09_17P05t59 File#:carni-MidtwnE Attention: Mike Lee Inv #: 25346 RE: Midtown East DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-28-17 Check project progress and status; Calls. 0.20 69.50 KPH Mar-08-17 Attend to project issues and construction 0.30 104.25 KPH parking rights; Emails. Mar-14-17 Check on project status. 0.10 34.75 KPH Mar-15-17 Prepare :for regular meeting and public 0.20 69.50 KPH hearing; Review notes and file. Attend regular meeting and public hearing; 0.30 104.25 KPH Attend to agenda items. Mar-16-17 Project meeting with C. Meyer, M. 0.80 278.00 KPH Frischkorn,M. Lee, and developer project team; Attend to open project and deal structure issues for next phase and means to Finance and fund acquisition and relocation of Mar-28-17 Check on project status. 0.10 34.75 KPH Mar-30-17 Attend to project investment information 1.00 347.50 KPH requested by press; Check and conf rm/correct same; Memo and email to D. McFeely. Apr-11-17 Check on project status. 0.10 34.75 KPH Attend regular meeting; Attend to agenda 0.10 34.75 KPH items. Totals 3.20 $1,112.00 Total Fee & Disbursements $1,112.00 Previous Balance 139.00 Previous Payments 139.00 Balance Now Due $1,112.00 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 22005-09-1 1 p 0 5 :5 9 R C V D Carmel, IN 46032 File#:Carm-MidtwnW Attention: Mike Lee Inv #: 25348 RE: Midtown West DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-24-17 Update on document status; Identify and 0.80 278.00. KPH attend to open deal/document issues; Calls. Feb-27-17 Status conference with C. Meyer; Follow-lip 0.20 69.50 KPH calls. Feb-28-17 Conference with C. Meyer and M. Frischkorn 0.10 34.75 KPH regarding project and design status. Mar-01-17 Draft response to email from T. Dinwiddie; 0.50 173.75 JRS Attend to emails from B. Bingham regarding CEDC and CMBC meetings. Mar-08-17 Attend to project issues and construction 0.30 104.25 KPH parking rights; Emails. Mar-15-17 Prepare for regular meeting and public 0.20 69.50 KPH hearing; Review notes and file. Attend regular meeting and public hearing; 0.20 69.50 KPH Attend to agenda items. Mar-16-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH Project meeting with C. Meyer,M. 1.20 417.00 KPH Frischkorn,M, Lee, developer project team, and J. Shoup [participation of both K. Haas and J. Shoup requested and authorized by C. Meyer]; Attend to open project and deal structure issues, i on ),bond document issues, and garage ownership structure. Prepare for weekly meeting with Developer 0.20 69.50 JRS team. Attend weekly meeting with Developer team. 1.20 417.00 JRS Mar-17-17 Review and revise tri-party agreement for 0.50 173.75 JRS office project. Mar-23-17 Review notes and tile; 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, Monon patio width, INM project funding bond document issues, and garage owners ip structure. Mar-29-17 Initial review of WM alternate draft of 0.60 208.50 KP.H declaration; Emails. Mar-30-17 Attend to garage declaration issues; Address 0.80 278.00 KPH issues raised by WM alternate draft of declaration, including �Emails.. Attend to project investment information 1.10 382.25 KPH requested by press; Check and confirm/correct same; Memo and email to D. McFeely. Draft disbursement agreement; Review 4.80 1,668.00 JRS project agreement and bond documents in connection with foregoing; Draft disbursement approval statement and disbursement request in connection with foregoing. Mar-31-17 Review WM alternate draft of garage 1.20 417.00 KPH declaration;Prepare comments to WM alternate draft. Apr-03-17 Complete review of WM alternate draft of 2.40 834.00 KPH garage declaration; Complete comments to WM alternate draft; Prepare spreadsheet comparing matters covered by WSH draft of garage declaration and WM alternate draft. Apr-04-17 Attend to garage declaration issues; Address 1.20 417.00 KPH issues raised by WM alternate draft of declaration; Emails and calls. Apr-05-17 Complete review of WM alternate draft of 0.80 278.00 KPH garage declaration. Complete comments regarding WM alternate 0.60 208.50 KPH draft of garage declaration and incompatibility of WM alternate draft with garage documents Extended memo and email to T. Dinwiddie 0.60 208.50 KPH regarding incompatibility of WM alternate draft of garage declaration with garage documents. Second extended memo and email to T. 0.50 173.75 KPH Dinwiddie regarding comments to WM alternate draft of garage declaration and process to address issues and revise WSH draft of declaration. Apr-06-17 Preparation for conference call; Conference 1.20 417.00 KPH call with T. Dinwiddie; Address issues regarding garage documents (IIIJJM� Focus on issues regarding incompatibility of WM alternate draft of garage declaration with garage documents.. Apr-07-17 Attend to issues regarding garage documents 0.60 208.50 KPH low Prepare notes regarding garage declaration revisions; Revise declaration; Emails. Multiple emails with T. Dinwiddie regarding 0.40 139.00 JRS disbursement agreement. Apr-10-17 Conference with K. Haas regarding revisions 0.80 278.00 JRS required to disbursement agreement. Review and revise garage taxpayer agreement 1.10 382.25 JRS to fix provisions Apr-11-17 Review and revise all taxpayer agreements to 2.90 1,007.75 JRS fix provisions Review notes from meeting with K. Haas, 2.60 903.50 JRS together with comments from B. Bingham, and revise disbursement agreement; Review revised trust indenture in connection with foregoing. Apr-12-17 Review and revise garage declaration. 1.20 417.00 KPH Review and revise disbursement agreement 1.10 382.25 JRS and send to T. Dinwiddie and B. Bingham for review. Totals 33.60 $11,676.00 Total Fee & Disbursements $1.1,676.00 Previous Balance 24,081.75 Previous Payments 24,081.75 Balance Now Due $11,676.00 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#:cann-MidtwnS Attention: Mike Lee Inv #: 25347 RE: Midtown South 05-09-1 �P05159 RCVD DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-24-17 Update on document status; Identify and 0.40 139.00 KPH attend to open deal/document issues; Calls. Mar-07-17 Review comments to project agreement from 2.10 729.75 JRS J. Kremp and response comments from C. Meyer; Draft lengthy response to foregoing; Review project agreement in connection with foregoing. Review and revise project agreement. 1.20 417.00 JRS Mar-08-17 Attend to taxpayer agreement issues; Attend 0.90 312.75 KPH to project agreement comments; Attend to construction parking rights; EmaiIs. Review and revise project agreement; Emails 1.10 382.25 JRS with C. Meyer, J. Kremp, and K. Haas regarding same. Mar-14-17 Check on project status. 0.10 34.75 KPH Review and revise project agreement; Draft 1.50 521.25 JRS and send email to C.Meyer and J. Kremp regarding same. Mar-16-17 Review notes and file;Meeting preparation. 0.30 104.25 KPH Project meeting with C. Meyer,M. Frischkorn,0.80 278,00 KPH M. Lee, developer project team; Attend to open project deal structure issues and open project agreement and ancillary document issues. Mar-20-17 Prepare checklist of closing documents and 0.50 173.75 JRS exhibits. Draft completion guaranty for residential 1.50 521.25 JRS component. Draft taxpayer agreement for residential 0.70 243.25 JRS component. Mar-21-17 Check on project status. 0.10 34.75 KPH Mar-23-17 Project status conference with C. Meyer. 0.20 69.50 KPH Draft taxpayer agreement for.residential 0.80 278.00 JRS component. Mar-30-17 Attend to project investment information 0.90 312.75 KPH requested by press; Check and confirm/correct same; Memo and email to D. McFeely. Apr-07-17 Draft deed,purchase option, vendor's 1.80 625.50 JRS affidavit, and non-foreign affidavit for South Garage site. Draft installment contract for South Garage 2.50 868.75 JRS site. Apr-10-17 Draft installment contract for South Garage 1.50 521.25 JRS site. Apr-11-17 Check on project status. 0.10 34.75 KPH Draft installment contract for South Garage 1.40 486.50 JRS site. Totals 20.40 $7,089.00 Total Fee& Disbursements $7,089.00 Previous Balance 7,575.50 Previous Payments 7,575.50 Balance Now Due $7,089.00 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. W/ilmering $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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: Cann-MerMain Attention: Mike Lee Inv #: 25345 RE: Meridian &Main 05_09_"p05:59 RCV DATE DESCRIPTION HOURS AMOUNT LAWYER Mar-15-17 Prepare for regular meeting and public 0.20 69.50 KPH hearing; Review notes and file. Attend regular meeting and public hearing; 0.30 104.25 KPH Attend to agenda items. Apr-1 1-17 Prepare for executive session; Review notes 0.20 69.50 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 1,146.75 Previous Payments 1,146.75 Balance Now Due $347.5,0— Attorney 347.50Attorney 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 May 2, 2017 Cannel Redevelopment Commission 30 West Main Street, Suite 220 Carmel, IN 46032 File#: carm-MainMon Attention: Mike Lee Inv #: 25344 RE: Main &Monon � 5 g R C V D 05-09-1IP0,, DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-21-17 Update on project status; Attend to open 0.20 69.50 KPH deal/document issues; Calls. Conference with C. Meyer regarding IPC 0.20 69.50 KPH approval by Council and approving resolution. Review notes and tile; Review IPC financing 0.70 243.25 KPH proposal; Meeting preparation. Meeting with C. Meyer and Lake City Bank 1.20 417.00 KPH representatives. Follow up conference with C. Meyer. 0.10 34.75 KPH Feb-22-17 Attend to Lake City questions regarding IPC 0.50 173.75 KPH financing; Emails. Feb-23-17 Attend to IPC approval by Council and 0.30 104.25 KPH approving resolution; Emails. Call with C. Meyer regarding same; 0.20 69.50 KPH Additional calls. Draft completion guaranties for condo 1.30 451.75 JRS component, event component,garage component, and office component. Draft memorandum of installment contract. 0.40 139.00 JRS Draft declaration; Review installment 3.90 1,355.25 JRS contract and project agreement in connection with foregoing. Feb-24-17 Draft declaration; Review installment 2.50 868.75 JRS contract and project agreement in connection with foregoing. Feb-27-17 Review notes and file; Review IPC-financing 0.40 139.00 KPH proposal; Prepare for meeting. Meeting with C. Meyer, M. Petrie, and W. 0.80 278.00 KPH Freihofer regarding IPC financing issues and underwriting. Meeting follow-up conference with C. Meyer. 0.20 69.50 KPH Follow up on IPC financing issues, and 0.30 104.25 KPH underwriting; Consider means to address same; Calls. Draft declaration. 1.20 417.00 JRS Feb-28-17 Conference with C. Meyer and M. Frischkorn 0.10 34.75 KPH regarding installment contract financing status. Check project progress and status. 0.10 34.75 KPH Draft declaration. 3.70 1,285.75 JRS Mar-01-17 Draft declaration. 2.10 729.75 JRS Mar-I 1-17 Follow up on Lake City and Merchants Bank 0.30 104.25 KPH proposals for IPC financing; Emails. Mar-14-17 Check on project status. 0.10 34.75 KPH Review, consider, and compare proposals 0.80 278.00 KPH from Lake City and Merchants Bank for IPC financing. Draft garage operating agreement. 2.70 938.25 JRS Mar-15-17 Prepare for executive session; Review notes 0.30 104.25 KPH and file. Attend executive session;Lead and/or 0.60 208.50 KPII participate in discussion of permissible topics. Draft plaza operating agreement; Emails with 6.30 2,189.25 JRS C. Meyer and K. Haas regarding same. Respond to email from C. Lazzara regarding 0.20 69.50 JRS garage operating agreement. Review and revise declaration. 0.50 173.75 JRS Mar-16-17 Draft plaza operating agreement, including 5.10 1,772.25 JRS reviewing,revising and incorporating proposed prohibited uses exhibit from C. Lazzara; Emails with C. Meyer regarding same. Mar-17-17 Review and revise plaza operating agreement 2.70 938.25 JRS per comments of K. Haas; Send to C. Meyer with explanatory email. Draft tri-party agreement for office 1.80 625.50 JRS component. Conference with K. Haas regarding 0.50 173.75 JRS assignment transaction. Mar-20-17 Quantify project funding1.00 347.50 KPH Consider roject funding 1.00 347.50 KPH Memo and email to C. Meyer regarding 0.30 104.25 KPH project funding IMpM alternatives lima Draft tri-party agreement for event property 2.40 834.00 JRS and condo property. Mar-21-17 Check on project status. 0.10 34.75 KPH Study and change modifications to 2.20 764.50 KPH amortization/supplemental payments schedule Mar-22-17 Study and change modifications to 1.80 625.50 KPH amortization/supplemental payments schedule Extended memo and email to C. Meyer and M. Lee regarding same. Mar-23-17 Review notes and file; Meeting preparation. 0.30 104.25 KPH Attend to plaza operating agreement; 0.30 104.25 KPH Pre-meeting discussion with C. Meyer and M. Frischkorn. 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� Follow up conference with C. Meyer. 0.20 69.50 KPH Meeting with C. Meyer, M. Frischkorn, M. 0.40 139.00 KPH Lee, and J. Shoup regarding revisions to agreement [participation of both K. IIaas and J. Shoup requested and authorized by C. Meyer]. Meeting with C. Meyer, M. Frischkorn, M. 0.40 139.00 JRS Lee and K. Haas regarding plaza operating agreement. Mar-24-17 Identify provisions in taxpayer agreements 1.00 347.50 KPH and other documents requiring revisions to accommodate changes. Outline revisions and modifications to 1.20 417.00 KPH amortization/supplemental payments schedule. Mar-27-17 Review and revise plaza operating agreement. 1.00 347.50 .TRS Mar-2$-17 Check on project status. 0.10 34.75 KPH Review and revise plaza operating agreement. 1.50 521.25 JRS Mar-29-17 Emails with C. Meyer and J. Lurkin regarding 0.30 104.25 JRS assignment transaction; Send drafts of assignment transaction documents to J. Lurkin. Mar-30-17 Attend to project investment information 1.00 347.50 KPH requested by press; Check and confirm/correct same; Memo and email to D. McFeely. Mar-31-17 Provide information to J. Lurkins regarding 1.10 382.25 KPH requested IPC financing with Regions; Extended memo and email explaining TPC financing. Apr-10-17 Conference with K. Haas regarding Lake City 0.80 278.00 JRS terms and necessary changes Totals 61.70 $21,440.75 Total Fee & Disbursements $21,440.75 Previous Balance 19,295.25 Previous Payments 19,295.25 Balance Now Due $21,440.75 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 May 2, 2017 Carmel Redevelopment Commission 30 West Main Street, Suite 220 05-09-1 7P05 :57 RC Carmel, IN 46032 File#; carmisc Attention: Mike Lee Inv #: 25334 RE: General Matters DATE DESCRIPTION HOURS AMOUNT LAWYER Feb-21-17 Attend to CRC gift/meal fund and issues 0.30 104.25 KPH raised by Councilors; Conference call with J. WO1Tell regarding same. Conference with C. Meyer regarding same. 0.10 34.75 KPH Feb-27-17 Attend to prospective developer bond 0.30 104.25 KPH financings; Calls and emails. Conside ffft 0.50 173.75 KPH CRC financing when allocation area has grown and begun stabilizing; Conference with M. Petrie regarding same. Mar-15-17 Attend to regular meeting; Attend to agenda 0.20 69.50 KPH items. Apr-11-17 Attend regular meeting; Attend to agenda 0.30 104.25 KPH items. Totals 1.70 $590.75 Total Fee & Disbursements $590.75 Previous Balance 1,737.50 Previous Payments 1,737.50 Balance Now Due $590.75 Attorney Rate Karl P. Haas $347.50 Jennifer R. Shoup $347.50 Ryan R. Wilmering $247.50