315796 9/6/2017 ���''• CITY OF CARMEL, INDIANA VENDOR: 00351368 CHECK AMOUNT: $****69,200.13*
�;`,a WALLACK SOMERS & HAAS PC CHECK NUMBER: 315796
ONE CIVIC SQUARE ONE INDIANA SQUARE
,'' ra CARMEL, INDIANA 46032 SUITE 2300 CHECK DATE: 09/06/17
INDIANAPOLIS IN 46204
�"��� AMOUNT DESCRIPTION
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER 139.00 LEGAL FEES
902 4340000 25652 521.25 LEGAL FEES
902 4340000 653 104.25 LEGAL FEES
25
902 4340000 69.50 LEGAL FEES
902 4340000 25654 3,162.25 LEGAL FEES
902 4340000 25655 951.50 LEGAL FEES
902 4340000 25656 8,409.50 LEGAL FEES
902 4340000 25657 2,512.75 LEGAL FEES
4340000 25658 LEGAL FEES
902 25659 2,502.00 LEGAL FEES
902 4340000 25660 10,648.13 LEGAL FEES
902 4340000 25661 321.75 LEGAL FEES
902 4340000 25662 243.25 LEGAL FEES
902 4340000 25663 347.50 LEGAL FEES
902 4340000 25664 ,946.00 LEGAL FEES
902 4340000 25669 344,298.25
902 4340000 25671 3,023.25 LEGAL FEES
902 4340000
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CJS
Wallack Somers & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel August 8,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 46032 0 a-2 3-17 P t! 1 : 49 D
Matter: carmparcel2
Attention: Mike Lee Inv #: 25651
RE: Parcel
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-06-17 Project meeting.with C. Meyer, M. 0.20 69.50 KPH
Frischkorn,.B. Cordingley, R. Brown, and
Pcdcor project team;Attend.to status of Kent.
Jul-06-17 Conference with C. Meyer and M. 0.20 69.50 KPH
Frisclikorn; Follow up on project matters;
Check project status and pressing issues;
Calls.
Totals 0.40 .$139.00
Total Fee & Disbuisements $1.39.00
Previous Balance 417.00
Previous Payments 417.00
Balance Nov Due $1:39.00
Attorney Rate
Kari.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 August 8,2017.
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Cannel IN 46032
13-23-1 ';P'" 1 :51 �RCVC
Matter: carni arccl5
P
Attention: Mike Hee Inv #: 25659
RE: Parcel
DATE DESCRIPTION .HOURS AMOUNT LAWYER
Jun-06-17 Review notes and file; Meeting preparation. 020 69.50 KPH
Project meeting with C. Meyer, M. 0.30 104.25 KPH.
f rischkorn, B. Cordingley, R. Brown, and
Pedeor project team;.Attend to status of
PIayfair,Holland,East Hamilton,and West
Hamilton.
Check on project status. 0.20 69.50 KPH
.Jun-12-17 Review revised hotel transaction summary 0.60 208.50 JRS
and emails regarding same.
Jun-27-17 Review notes and tile;Meeting preparation. 0.30 104.25 KPH
Project meeting with C. Meyer, M. 0.50 173.75 KPH
Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Attend to right-of-way,
access, and:parking matters.
Check an project status. 0.20 69.50 KPH
Jun-28-17 Conference with R. Brown and L. Siler 0.50 173.75 KPH
regarding parking.management agreement
and designation of successor manager;
Follow up on.same.
Conference with R. Brown and L. Siler 0.20 69.50 KPJI
regarding declarant approval of signage,
Jul-06-.17 Conference with C. Meyer and M. 0.20 69.50 KPH
Frischkorn; Follow Lip on project matters;
Check project status and pressing issues;
Calls.
Jul-11-17 Review notes and file; Meeting preparation. 0.20 69.50 KPH
Project meeting with C. Meyer; M. 0.50 173..75 I{PI-i
Frischkorn, B. Cordingfey, R. Brown, and
Pedcor project team; Attend to parking
management and taxpayer guarantor issues.
Check on project statics. 0.20 69.50 KPH
Jul-14-17 Check Park East garage operating. 0.90 312.75 JRS
agreements; Confirm terms of same; Calls
and emails; Review letter regarding hiring
parking manager; Emails with C. Uhlarik
regarding same.
Jul-.18-17 Project meeting with C..Meyer,M. 0.30 104.25 KPH
Frischkorn, B. Cordingfey, R. Brown, and
Pedcor project team; Attend to remaining
components and infrastructure requirements.
Follow up conference with R. Brown. 0.20 69.50 KPH
Jul.-19-17 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 KP.
participate in discussion of permissibI.e
topics.
Attend regular meeting; Attend to agenda 0.20 69.50' KPH
items.
Jul-25-17 Project meeting with C. Meyer, M. 0.40 139.00 KPH
Frischkorn, B. Cordingley, R. Brown,Pedcor
project team, and J. Shoup [participation of
both K. Maas and J. Shoup requested and
authorized by C. Meverb Attend to Pro osed
redevelopment o ity
Center Dr. and Rangeline Rd.
Discuss project matters with C. Meyer and M. 0.20 69.50 KPH
1'rischkom,
Prepare for and attend weekly project 0.40 139.00 AS
meeting with Pedcor group. [Participation of
both I Shoup and K. Haas requested and
authorized by C. Meyer]
"Totals 7.20 $2,502.00
Total Fee& Disbursements $2,502.00
Previous Balance 32,699-.75
Previous Payments 32,699.75
Balance Now Due $2,502.00
Attorney Rate
:Karl P. Haas $347.50
7enniferR. 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: 3.17/231-9900
City of Cannel August 8,2017
Catmel Redevelopment Commission
30 West Main Street,.Suite 220
Carmel,:1N 46032 :51 RCVD
M w carmparcel7a
Attention: Mire Lee Inv #: 25654
RE: Parcel 7A
DATE DESCRIPTION HOURS .AMOUNT LAWIYER
Jul-19-17 Attend regular meeting; Attend to agenda 0.20 69.50 KPH
items.
Totals 0.20 $69.50
Total Fee & Disbursements $69.5,0
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. Wilnicring $247.50
r j
Wallack Somers & Haas, A C.
One Indiana Square
Suite 2300
Indianapolis,IN 46204
Pb: 317/231-9000 Fax: 317/231-9900
City of Carmel August 8,2017
Carmel Redevelopment Commission
0 West.M.'in Street, Suite 220 03-2 3-1 7 P 01 :5 1
Carmel, IN 46032
Matter: carmparcel7c
Attention: Mike Lee Inv #: 25661
RE: Parcel 7C
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-08-17 Emails regarding;SEP lease matters. 0.20 49.50 RRW
Telephone call with M. Lee regarding;SEP 0.20 49.50 RRW
lease extension
Jun-19-17 Emails re arding;access and use declaration 0.20 49.50 RRW
foY use or parking;spaces in the
garage.
Jun-26-17 Emails regarding;SEP lease.matters. 0.20 49.50 RRW
Jun-27-17 Revise.SEP lease-matters, 0.20 49.50 RRW
Emails regarding SEP lease matters. 0.10. 24.75 RRW
Jun-29-17 Revise SEP lease matters, 0.10 24.75 RRW
Emails reg,-arding;SIP lease matters. 0.10 24.75 RRW
Totals 1.30 $321.75
$321.75
4 r
Total Fee& Disbursements.
Previous Balance 509.75
Previous_Payments J0935
Balance N.ow I)ue $321.75
Attorney Rate
Karl P. Haas $347.50
Jennifer R.Shoup $347.50
Ryan R. Wilmering $247.50
r
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/23.1-9000 Fax: 3.17/231-9900
City of Carmel August 8, 2017
Carmel Redevelopment.Commission
30 West Main Street, Suite 220
Carmel, IN 46032
X52
Matter: can e149
Attention: MikeLee Inv 25656
RE: Parcel 49
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jul-06-17 Conference with C. Meyer and M. 0.30 104.25 KPI
Frisehkorn; Follow up on project matters;
Check project status and pressing issues;
Calls.
Telephone call with J. Bo.yewski regarding 0.10 24,75 RRW
Emails regarding 0.10 24.75 RRW
Jul.-17-11 Follow up on plaza conveyance documents; 0.60 208.50 KPH
Review notes and file; Conference with R.
Wilmering,
Emails regarding amendment to.garage 0.10 24.75 RRW
management agreement.
Discuss plaza conveyance document and 0.30 74,25 RRW
management deed agreement with K. Haas.
Draft amendment to garage management 0.30 74.25 RRW
agreement.
Emails regarding plaza deed. 0.10 24.75 RRW
Emails regarding plaza use restrictions, 0.10 24.75 RRW
Jul-31-17 Follow up.on plaza conveyance documents, 0..20 69.5.0 KPH
Revise arnendinent to garage management 0.30 74.25 RRW
agreement.
Emails regarding amendment to garage 0.10 24.75 RRW
management agreement.
Emails regarding plaza use restrictions. 0.10 24.75 RRW
Aug.-01-]7 Telephone call with M. Frischkorn regarding 0.70 173.25 RRW
plaza use restrictions.
Totals 3.40 $951.50
Total Fee&Disbursements $951.50
Previous Balance 218.00
Previous Payments 218.00
Balance Now Due $951.,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 23.00
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Cannel August 8,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 46032
Matter: Carm-CCFfatel
Attention: Mike Lee Inv #: 25669
RE: City Center Hotel 23_1 �P :5 5 R V D
,Ju--
DATE DESCRIPTION HOURS AMOUNT LAWYER
May-19-17 Follow up on hotel financing and funding 0.30 104,25 KPH
issues; Multiple calls.
Review and revise hotel project.agreement. 3.60 1,25.1.00 :TRS
May-21-17 Attend to required amount of funding from 0.30 104.25 KPH
2017 LIT/TIF bonds; Email to B Donaldson.
May-22-17 Review and revise hotel project agreement, 4.80 1,668.00 JRS
including drafting disbursement agreement
terms exhibit.
May-23-17 Review notes and file, Meeting preparation. 0.30 104.25 KPII
Project meeting with C. Meyer, M. 0.50 173.75 KPH.
Frisclikorn, B. Cord.ingley,R. Brown, and
Pedcor project team;Attend to hotel project
design issues,role of Pedcor Design, and
terms of design services agreement.
Review and revise hotel project agreement. 1.20 417.00 KPII
May-24-17 Prepare and analyze updated and detailed 2.40 834.00 KPH
hotel returns spreadsheet.
Consider revised hotel deal terms for 0..80 278.00 KPH
proposal to B. Cordingley.
Review and revise hotel project agreement. 1.50 521.25 KPII
May-25-17 Further adjust and analyze hotel returns 1.40 486.50 KPH
spreadsheet.
Consider and determine revised hotel deal 0.40 139.00 KPH
terms for proposal to B. Cordingley; rmails.
Conference call with B. Cordingley to discuss 0..50 173.7.5 KPH
and negotiate revised hotel deal terns.
Extended memo and email to J. Brainard 1.10 3.82.25 KPH
regarding revised hotel deal terms negotiated
with B. Cordingley,
Multiple calls and emails with J.Brainard, C. 1.20 417.00 KPI-1.
Meyer, and others regarding revised hotel
deal terms.
Prepare fbr. special meeting; Review notes 0.40 139.00 KPH
and file.
Attend special.meeting; Attend to agenda 0.50 173.75 KPH
items.
Meeting follow up conferences with C. 0.30 104.25 KPH
Meyer and M. Frischkorn; Discuss revised
hotel deal.terms.
May-26-17 Check and correct hotel returns spreadsheet; 1.10 382.25 KPH
Review returns and.NPV of returns.
May-27-17 Review notes and file; Meeting preparation. 0.20 69.50 KPH
Project meeting with C. Meyer, M. 1..20 417.00 KPH.
Frischl(orn, and M. Lee; Attend to sources
and uses of ond funds,payment of
M-761.
low up on meeting issues;
Consider resulting modifications.to deal
structure.
Follow up on meeting issues; Update project 0.20 69.50 KPH
notes and file.
May-28-17 Prepare detailed outline of project sources 0.90 312.75 KPH
and uses of fluids;Enmils.
Prepare detailed outline ofnet applications 1.20 417.00 KPII
and pay-outs; Cmails.
May-30-.17 Attend to hotel projectdeal points; 1.30 451.75 KPH
Reconsider means to recast and summarize
same.
Conference call with J. Brainard regarding 0.30 104.25 KPH
acceptance of proposed hotel project deal
terms.
May-31-17 Review hotel project notes, file,proformas, 0.80 278.00 KPII
and prior terns.summaries.
Draft,review, and revise hotel project 2.70 93 8.2 5 KPH
summary.
Outline project agreement terms based on 2.50 868.75 KPII
revised terms.in hotel project summary.
Review emails from K. Haas outlining. 1.70 590.75 JRS
changes to deal structure; Conference with K.
Haas:regarding same.
Jun-01-17 Revise and distribute'hotel project summary 0.70 243.25 KPH
for comment.
Conferences with C. Meyer and M. 0.30 104.25 KPH
Frischkorn regarding summary and
comments.
Consider and confirm use of COIT and TIF 0.40 139.00 KPH
bond proceeds; Emails.
Review and revise hotel project summary 1.70 590.75 KPH
based.on comments from other parties.
Distribute hotel project summary; Emails 0.30 104.25 KPII
with J. Brainard,
Jun-02-17 Review and address cominents to hotel 0.40 139.00 KPH
project summary from other parties.
Review and revise hotel.project summary to 1.20 417.00 KPH
simplify and reflect comments from other
parties.
Calls and emails with J. Brainard and C. 0:20 69.50 KPII
Meyer.
Further-review and revise hotel project 1.00 347.50 KPH
summary to simplify; Emails.
Attend to issue regardin 0.30 104.25 KPH
Review and provide comments to hotel 1.00 347.50 JRS
transaction summary; Attend to emails from
B. Donaldson and B. Bingham regarding
same.
Ju.n-03-17 Continue outlining terms of deal documents. 0.30 104.25 KPH
Begin to develop deal point sheet with other 0.40 139.00 KPH
TIC owner.
Jun-04-17 Continue outlining terns of deal documents. 0.40 139.00 KPH
Review and revise deal flow chart. 0.30 104.25 KPH
Develop deal point sheet with other TIC 0.20 69.50 KPI1.
owner.
Jun-06-17 Review dotes and file-, Meeting preparation. 0.30 104.25 KPH
Project meeting with C. Meyer, M. 0.70 243.25 KPH
Prischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Attend to construction
manager at risk issues;Attend to�
operations and revenues issues.
Tun-07-17 Attend to inquiries regarding deal structure 0.40 139.00 KPH
and terms; Calls and emails.
Jun-12-17 Attendto-request for information 1.40 486.50 KPH
regarding hotel ownership structure;
Extended memo and email to P. Loehr
regarding same; Calls and entails with.B.
Donaldson.
.Update hotel project sumntary for meeting 1,70 590.75 KPH
with Pedcor; Emails.
Jun-13-17 Review notes and tile; Meeting preparation. 0.40 139.00 KPH
Project meeting with C. Meyer, M. 1.20 417.00 KI'H
Frischkorn, B. Cordingley, R. Brown,Pedcor
project team, and J. Shoup [participation of
both K. Haas and J. Shoup requested.and
0*000
nd to
Attend to
ues issues;
Review project summary;
Negotiate revisions project matleis and deal
structure issues.
Prepare for and attend weekly project 1.50 521..25 JRS
meeting.with Pedcor group; Discuss
transaction summary. (Participation.of both J.
Shoup and K. IIaas requested and authroized
by C. Meyer.)
Jun-14-17 Attend to franchise and signing 0.50 173.75 KPH
franchise agreement;Emails.
Calls and emails to P. Loehr and C. Hurwitz. 0.20 69.50 KPH
Discuss selection0.20 69.50 KPH
"i .wMeyer.
Discuss 0.20 69.50 KPIJ
Swith C. Meyer, Other calls.
Discuss status of hotel project agreement and 0.30 104.2.5 KPH
updating Commissioners with C. Meyer;
Other calls.
Jun-15=17 Attend to ownership structure and 0.40 139.00 KPH
explanations of same; Calls.
Jun-1.9-17 Review and revise hotel project agreement. 1.00 347.50 JRS
Jun-20-17 Review agenda for.meeting tomorrow; 0.40 139.00 KPH
Review initial.draft of project agreement
(incomplete draft); Prepare notes and Dile;
Emails.
Prepare and provide ownership structure and 0.90 312.75 KPH
other project information requested by
counsel;Emails.
Jun-21-17 Preparation for hotel project and consultant 0.40 139.00 KPH
meeting.
Participate in hotel project and consultant 2.50 868.75 KPH
meeting; Conferences with J. Brainard and C.
Meyer; Follow up on meeting issues.
Jun-22-17 Review and:revise hotel project agreement; 2.80 973.00 JRS
Conference with K. Haas.regarding same.
,tun-23-17 Review and revise hotel project agreement; 5.70 1,980.75 JRS
Conference with K. Haas regarding same.
Juai-24-17 Review and revise hotel project agreement. 3.60 1,251.00 ,IRS
.tun-26-17 Attend to project financing issues. 0.30 104.25 KPI
Attend to ownership structure. 0.20 69.50 KPH.
Attend to_development responsibilities of 0.30 104.25 KPH
parties.
Review and revise hotel project.agreement. 3.20 1,112.00 JRS
Jun-27-17 Review notes and file; Meeting preparation. 0.30 104.25 KPPI
Project meeting with C.Meyer, M. 0.50 173.75 KPH
Frisclmkorn, B. Cordingley,R. Brown,and
Pedcor project team; Attend to project
matters and deal structure issues:
Attend to project financing issues. 0.50 173.75 KPH
Review and revise project agreement; Emails 5.20 1,807.00 JRS
with B. Donaldson regarding bond structure
for hotel project.
Jun-28-17 Conferences with C. Meyer,M. Frishkorn 0.40 139.00 KPH
and.Pedcor project team re_
consultants.
Conference with K. Haas; Discuss project 2.40 834.00 JRS
agreement, grants made under the project
agreement, and terms of ground lease.
Review and revise project agreement and 1.80 625.50 JRS
begin ground lease.
Prepare checklist of documents. 0.80 0.00 JRS
;tut-01-17 Review initial(partial draft of project 0.5.0 173.75 KPH
agreement;.Prepare notes for revisions.
JuZ-02-17 Review initial/partial.draft of project 0.70 243.25 KPH
agreement;.Prepare notes for revisions.
Jul-03-17 Review initial/partial draft of project 1.20 417.00 KPH
agreement; Prepare notes for revisions.
Jul-04-17 Review initial/partial draft of project 2.10 729.75 KPH
agreement; Prepare notes for revisions.
Jul-06-17 Conference with C. Meyer and M. 0.70 243.25 KPI-J
Frischkorn; Follow up on project matters;
Check project status and pressing issues;
Calls.
Jul-11-17 Review notes and file; Meeting preparation. 0.130 1,04,25 KPH
Project meeting with C.Meyer, M. 0.50 173.75 KPH.
Frischkorn, B. Cordingley, R. Brown, and
Pedcor project.team;Attend to project
matters and deal structure.issues.
Hotel design and development conference 0.80 278.00 KPH
call with J: Brainard, C. Meyer,M.,
Frischkorn,B Cordingley, Pedcor project.
team,.P. Coury; and Coury project team.
Jul-12-17 Check deal summaries; Update flow charts. 1.50 521.25 KPH
Jul-13-17 Address project issues with a focus on 0.90 312.75 KPH
Calls.
Jul-14-17 Follow u on ro'ect issues with afocus on 0.60 208.50 KPH
albs.
Jul-17-17 Follow up on project issues; Prepare for 0.80 278.00 KPH
Tuesday Pedcor projects meeting.
Ju1-18-17 Review notes and file; Review project 0.40 139.00 KPH
agreement provisions.
Project meeting with C. Meyer, M. 0.80 278.00 KPH
Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Attend to hotel
development matters and project agreement
issues.
Follow up conference with R. Brown. 0,40 139.00 KPH
Totals 99.50 $34,298.25
Total Fee& Disbursements $34,298.25
Balance Now Due. $34,298.25
Attorney hate
Karl P.Haas $347.50
Jennifer R. Shoup $347.50
Ryan R. Wilmerina $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 August 8,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 46032 3-'--1 3-17 P ? ; 12 R
Matter: carni-MainMon
Attention: Mike Lee Inv #: 25660
RE: Main& Monon
DATE DESCRIPTION HOURS AMOUNT LAWYER.
ti
Jim-0:5-17 Attend to closing document revisions; 2.00 695.00 KPH
Consider and advise regarding revisions to be
made; .Emails.
Jun-06-17 Check on project status. 0.20 69.50 KPH
Jun-07-17 Attend to bank IPC financing, required 1.30 451.75 KPH
revisions to financing terms, and path to
financing closing.
Jun-08-17 Attend to increment projections required to 1.50 521.25 KPH.
closing bank IPC financing: Extended.memo
and email,.Calls.
Jun-09-17 Attend to revised commitment letter and 0.50 1:73.75 KPR
clarification Of same; Emails.
Follow up on bank counsel comments to IPC 1.00 347.50 KPH
financing documents; Extended memo and
email to B. Fuson regarding same.
Jun-12-17 Attend to status of IPC financing documents; 0.30 104.25 KPH
Emails.
Attend to revised bank commitment letter, 1.10 38.2.25 KPH
interlineation of changes, and acceptance of
same; Emails.
Emails with C. Meyer,M. Lee, and K. Haas 0.40 139.00 JRS
regarding Lake City Bank term sheet; Iland-
modify same and send to B. Hammer;
Revise assignment transaction documents. 1..10 382.25 JRS
Jun-13=17 Check on project status. 0.20 69.50 KPH
Attend to revised bank IPC financing terms; 2.20 764.50 KPH
Conference call with D. Bowers, M. Lee, and
W. Redman.
Follow up on revisions in bank IPC f`rnanciug 1.50 521.25 KPH
terms as modified during conference call;
Attend to changes.to IPC financing
documents; Emails.
Review revised IPC Cnancing documents; 1.20 417.00 KPH
Address missing revisions;.Emails.
Draft.replacement provisions for bank 0.90 312.75 KPH.
commitment letter.
Emails with C.Lazzara and D. Coots 0.20 69.50 JRS
Review revised increment projections from 0.60 208.50 JRS
Crowe; Emails with M. Lee regarding same.
Revise taxpayer agreements to incorporate 0.50 173.7.5 JRS
information from increment projections.
Jun-14=17 Attend to document revisions resulting from 3.3.0 1,146.75 KPH.
changes in bank- commitment letter; Outline
same and prepare explanations of same;
Emails.
Follow up on clo.shig requirements and 1.20 417.00 KPH
checklist items; Extended memo and email;
Calls.
Attend to revisions. to taxpayer agreements. 0.40 1.39.00 KPH
Review comitents to assignment transaction 6.40 2,224.00 JRS
documents from P. Reis and B. Fuson;
Emails with K. Haas regarding terms agreed
to by CRC: Review and revise documents per
comments and to.reflect
Draft
lengthy email to send with revised.
documents.
Revise taxpayer agreements to conform to 2.40 834.00 AS
revised assignment transaction documents.
Attend.to emails with.items to be used for 0.50 173.75 JRS
exhibits.
Jun-15-17 Attend to IPC assignment transaction 2.25 781.88 KPH
documents, bank comments to financing
documents,tends of same, and closing
requirements; Calls and emails..
Closing preparations,including: emails with 10.50 3,648.75 JRS
C. Meyer and M. Lee regarding increment
and amortization schedule; Review and revise
assignment transaction and other closing
documents; Compile and create exhibits;
Prepare execution copies of all documents
with exhibits; Multiple emails with M. Lee
regarding installment payment/amortization.
schedule.
Rm-1.6-17 Prepare for and attend.closing; Follow up on 3.50 1,216.25 JRS
closing issues.
Jun-19-17 Attend to post-closing matters, including. 0.50 173.75 JRS
scans of documents and multiple emails.
Attend.to.issues.regarding upcoming project 0.50 173.75 JRS
loan closing;including emails with M. Davis
and D. Coots regarding event tri-party
agreement.
Jun-21-17 Review comments to.event component 0.80 278.00 JRS
tri-party agreement from M.Davis;Review
and revise event component tri-party
agreement and send to M. Davis with
explanatory email.
.Tun-23-17 Review and revise event component tri-party 0.50 1.73.75 .IRS
agreement and send out for.signature.
Juii-26-17 Review and further revise event corripo.nent 0:50 173.75 JRS
tri-party agreement and send out again for
signature.
Du11-27-17 Check on project status. 0.20 69.50 KPII
Jun728=17 .Attend to issues regarding parking garage 3.20 1,112.00 KPH
commerciall with focusr�
Vemopsand ernails.
Preparation.for executive session. 0.40 139.00 KPH
Jun-29=17 Prepare.for and attend executive session 0.20 69.50 JRS
regarding
Jul-0647 Conference with C. Meyer and M. 0.40 139.00 KPH
Frischkorn; Follow up on project matters;
Check project status and current issues; Calls.
Jul-10-17 Attend to event component tri-party 0.50 173.75 JRS
agreement and related issues.
Jul-11-17 Check on project status. 0.20 69.50 KPH
Meet B. Harnmer at CRC offices for 0.50 173.75 JRS
execution of event.component tri-party
agreement; Compile execution pages.
Attend to email and document request from. 0.20 69.50 JRS
Clerk/Treasurer.
Jul-12-17 Attend to parties that will b 0.90 312.75 KPH
Attend to process
Emails with U. Coots and C. Lazzara 0.50 173.75 JRS
regarding sale of office component site.and
condo component.site.
Jul-13-1.7 Consider conveyance 0.40 139.00 JRS
Determine documents
neede in connection.therewith; Emails with
D. Coots and C. Lazzara regarding same..
Draft lengthy email to P. Okeson regarding 0.80 278.00 JR.S
site.
Draft accession agreements for purchasers of 1.40 486.50 JRS
each of'office component site and condo
component,site.
Draft replacement completion guaranties for 1.80 625.50 JRS
each of office.component and.condo
component..
Jul.-14-17 Draft replacement taxpayer. agreement 1.50 521.25 JRS
lnvoice#:
guaranties for each of office taxpayer
agreement and condo taxpayer agreement.
Draft terminations of office and condo 2.30 799.25. JRS
completion guaranties and office and condo
taxpayer agreement guaranties.
Draft tri-party agreements for each.of office 1.10 382.25 JRS
componentand condo component.
Tut-18-17 Check on project status. 0.20 69.50 KPH
Attend to Calls regarding 0.50 173.75 KPH
same.
Attend to 0.40 139.00 KPH
Calls regarding same.
Jul-1.9-17 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.
Jul-25-17 Check on project.status. 0.20 69.50 KPH
Attend to condo.�agreerment 0.60 208.50 KPH
Memo and email to D. Bowers
regarding same.
Jul-26-17 Conference with C.Meyer and M. 0.30 104.25 KPH
1~rischkorn; Confirmcondo
agreement
ONNOOMM
Review and revise documents to.be executed 0.80 278.00 JRS
in connection with sale ofcondo component
site.
Jul-27-17 Address T. Lazzara questions.and cbneerns 1.20 417.00 KPFI
regarding
obligations and.release
Memo and email responding to T. Lazzara 1.00 347.50 KPH
questions and concerns.regarding
agreement and release
Additional emails.
Jul-.28-17 Address additional T. Lazzara questions and 1.00 347.50 KPH
concerns regarding agreement
obligations and guaranty.
Additional rnem.o and email responding to.T. 1.00 347.50 KPH
Lazzara questions and concerns regarding
agreement obligations and guaranty,
Additional emails.
Totals 74.35 $25,836.63
Total Fee & Disbursements $25,836.63
Previous Balance -$1.5,188!50
Balance.Now Due $10,648.13
Attomey Rate
Karl P.Haas $347.50
Jennifer R.Shoup $347.50
Ryan R. Wihnering $247.50
Wallack Somers & .Haas, AC.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 3.17!231-9000 rax: 31.71231-9900
City of Carmel August 8,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel,IN 46032
8-'2 3-1 `1 P 0 2 : 0 ME& iJ.D carm-MidtwnE
Attention: Mike Lee Inv #: 25663
RE: Midtown East
DATE DESCRIPTION FOURS AMOUNT LAWYER
Jun-06-17 Check on project status, 0.20 69.50 KPH
Jun-27-17 Check on project status. 0.20 69.50 KPH
Jul-18-17 Attend to Ragreement 0.40 139.00 KPH
Calts regarding same.
Jul-25-17 Check on project status. 0.20 69.50 KP,II
Totals 1.00 $34.7.50
Total Fee &Disbursements $347.50
Previous Balance 1,112.00
Previous Payments 1,112.00
Balance Now Due $347.50
Attorney Rate
Karl P. Haas $347.50
Jennifer R.Shoup $34750
Ryan R. Wihnering $247,50
Wallack,Somers & Haas; A C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel August 8,2017
Carmel Redevelopment Commission
30 West.Main Street, Suite 220
Carmel, IN 46032
Matter: Carm-MidtwnR
Attention: Mike Lee Inv #: 25655
;3-23-1 '7P02 : 17 RCVD
RE: Midtown Rangeline
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-20-17 Project conference with C: Meyer. 0.30 .104.25 KPH
Jun-26-17 Attend to proposed 0.80 278.00 KPH
Coerence wri l . . Shoup.
regar ing same. n.
Draft lengthy response to email from A. 0.50 173.75 JRS
Greenwood regarding purchase agreement.
Jul-05717 Attend to Miller Auto deal issues, purchase 0.80 278.00 KPH
agreement terms,and Old Town legal Tissues;
Calls and emails.
Jul-06-17 Review notes and file; Meeting.preparation. 0,30 104.25 KPH
Meeting with C. Meyer,M. Frischkorn, M. 0.80 27$.00. KPH
Lee,J. Moffat, and A. Greenwood regarding
Miller Auto.deal issues, purchase agreement
terms, and OId town deal'issues.
Follow up conference with C. Meyer and M. 0.30 10.4.25 KPH
Frischkorn;
Jul-I.1-17 Project conference with C. Meyer. 0.20 69.50 KPH
;1ul-14-17 Follow up on status and terms of.MilIer Auto 0.30 104.25 KPH
deal; Calls.
Jul-24-17 Follow up on terms of Miller Auto.deal; 0.50 173.75 KPH
Consider alternative terms.
Meet with K. Haas: Discuss status; Review 0.40 139.00 JRS
summary o.f revised transaction terms from A.
Greenwood; Emails with A. Greenwood.
Jul-26-17 Review and mark up purchase agreement.f6r 2.10 729.75 JRS
purchase of right-of-way
site.
Draft lengthy email to C. Meyer regarding 0.50 173.75 JRS
problems with purchase agreement.
Adapt form escrow agreement to attach to 0.90 312.75 JRS
purchase agreement.
Jul-28-17 Follow up on Miller Auto deal; Calls 0.40 139.00 KPfI
,regarding same.
Totals 9.10 $3,162.25
Total Fee & Disbursements $3,162.25
Previous Balance 5,629.50
Previous Payments 5,629.50
Balance Now Due $3,162.25
Attorney Rate
Karl P.Haas $347.50
Jennifer R.Shoup $347:50
Ryan R.Wilmering $247.50
Wallack Somers & Haas, P.G.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel August 8,2017
Cannel Redevelopment Commission
30 West Main Street, Suite 220
Carmel 1N 46032 p r
Matter: Carm-MidtwnW
Attention: Mike Lee Inv #: 25664
RE: Midtown West
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-06-17 Emails with M. Frischkorn regarding 2.30 799.25 JRS
construction and parking easement
agreement;,Draft same.
Jun-08-17 Follow up on project and plan status; Attend 1.10 382.25 KPH
to updated.Monon Trail.plans; Calls and
Emails..
Jun-20-17 Attend to construction and parking issues; 0.90 312.75 KPH
Call with C. Meyer regarding same; Emails.
Jun-29-1.7 Prepare for and attend executive session; 0.30 104.25 JRS
Discuss permissible topics.
Jul-06-1.7 Conference with C.. Meyer and M. 0.50 173.75 KPH
Frischkorn; Follow up on project matters;
Check project status and. pressing issues;
Calls.
Jul-11-17 Project conference with C. Meyer. 0.20 69.50 KPH
Jul-24-17 Conference call with T. Dinwiddie and K. 0.30 104.25 JRS.
I-Iaas regarding
Totals 5.60 $1,946.00
Total Fee& Disbursements $1;946.00
Previous Balance 9,104.50
Previous Payments 9,104.50
Balance Now Due $1,946.00
Attorney Rate
Karl P. Haas $347.50
Jennifer R,Shoup $3.47.50
Rtian 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 August 8, 2017
Carmel Redevelopment.Commission
30 West.Main Street, Suite 220
Carmel, IN 4632
Matter: carm-MidtwnS
Attention: Mike Lee inv. #: 25658
RE: Midtown South
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-05.-17 Emails with B. Bingham regarding title and. 0.30 104.25 JRS
.conveyance.
Emails with Hart counsel regarding 0.20 69.50 JRS
comments to garage documents.
Jun-07-17 Review comments to garage documents from 0.60 208.50 JRS
Hart councel.
Jun-08-17 Review and revise declaration, operating 3.20 1.,112.00 JRS
agreement, and installment contract per
comments from Ilart counsel.
Jun-09-17 Proof revisions to declaration, operating 0.80 278.00 .TRS
agreement, and installment contract; Draft
explanatory email to Bart counsel and send
with revised documents.
Jun-12-17 Attend to CRA obligations re parking garage 0.40 139.00 KPH
documents.;Emails.
Attend to proposed revisions to terns of t.10 382.25 K.PH
garage documents;.Consider same;.Emails.
Jun-13-17 Attend to execution of closing documents; 0.30 104.25 KPH
Emails.
Address closing of IPC financing and 1.10 382.25 KPII
J�Uestions-,Memo and email.
Review and mark up rating presentation 0.90 312.75 JRS
slides; Draft.lengthy response to questions
from L. Matthes in connection with upcoming
rating presentation.
Review and revise installment contract per 0.60 208.5.0 JRS
comments from Hart counsel.
Am-16.-17 Respond to question8 from L. Matthes 0.50 173.75 JRS
following up on rating presentation.
Jun-18-17 Attend to multiple transaction, closing, 0.60 208.50 KPH
declaration, easement and other issues; Calls
and emails.
Jun-19-17 Attend to multiple transaction, closing,.I.PC 1.90 660.25 KPH
financing, ground lease, declaration,
easement and other issues; Calls and emails.
Respond to email continents from Hart 0.30 104.25 JRS
counsel.
Review and revise declaration per comments 0.80 278.00 JRS
from JHart counsel and discussion with
Ambrose.counsel.
Emails with J. Baxter regarding tri-party 0.90 312.75 JRS
agreement;.Review and revise tri-party
agreement per emails with J..13axter and
comments from.Ambrose counsel.
Jun-20=17 Attend to rating presentation; Review 1.00 347.50 KPH
presentation materials.
Attend to updated/final amortization table; 0.80 278.00 KPH
Confirm consistency with.transaction
documents.
Attend to declaration and easement issues; 0.70 243.25 KPI
Emails.
Telephone call with M. Davis regarding 0.90 312.75 JRS
tri-party agreement; Emails with M. Davis
and-D. Coots regarding same; Review and
revise tri-party agreement.
Telephone call with J. Baxter regarding 0.30 104.25 JRS
tri-party agreement.
Telephone call with.A. Greenwood regarding 1.20 417.00 JRS
drainage and utilities easements; Review and
comment on easement draft from.A.
Greenwood.-
Review and revise declaration. 0.70 243.25 JRS
Jun-21-17 Attend to closing matters and requirements; 0.70 243.25 KPH
Calls and emails.
Attend to.accession agreement and 2.70 938.25 KPH
replacement taxpayer agreement uarantor;
Consider and determine
and terms
IMP-"ond
greement.
Emails with A. Greenwood and Ambrose 2.40 834.00 JRS
counsel, telephone call with.A. Greenwood;
discussion.with Ambrose counsel, and
conference call with A. Greenwood and
Ambrose counsel, all regarding declaration
and drainage and utilities easement;Review
revised drafts of drainage and utilities
easement from A. Greenwood and Ambrose
counsel.
Review and revise declaration. 1:20 417.00 JRS
Emails with C. Meyer, A. Greenwood, and 0.30 104.2.5 JRS
Ambrose counsel regarding execution of
accession agreement and south commercial
tri-party agreement.
Jun-22-17 Review notes and file;Meeting preparation. 0.30. 1.04.25 KPH
Project meeting with C. Meyer,M. 1.10 382.25 KPII
Frischkorn, M. Lee, J. Moffatt, and A.
Greenwood; Attend to closing and funding
issues.
Attend to closing matters and requirements; 1.20 417.00 KPI i
Calls and emails.
Emails with A. Greenwood regarding 1.30 451.75 JRS
drainage and utilities easement and project
loan closing; Review and revise drainage and
utilities easement and declaration.
Jun-23=17 Attend to closing matters and requirements; 0.70 243.25 KPH
Calls and einails.
Jun-26-1.7 Attend to developer requests for revisions to 2.I0 729.75 KPH
taxpayer agreement and guaranty; Respond to
same; Extended memo and email to Hart
counsel.
Emails with A. Greenwood regarding Old .0.40 139.00 JRS
Town guaranties.
Review continents to docurnents from Hart 0:80 278.00 ;TRS
counsel; Draft lengthy.response to same.
Review and revise residential taxpayer 1.60 556.00 JRS
agreement, installment contract, and taxpayer
agreement guaranty per comments from Hart
counsel.
Jun-27-17 Attend to closing matters. 1.20 417.00 KPI-I
Jun-28-17 Preparation for executive session. 0.40 139.00 KPII
Attend.to closing requirements. 1.40 486.50 KPI-I
Attend to environmental matters; Attend to 0.50 173.75 KPH
letter.
Conference with C. Meyer and M.. l~rischkorn 0.20 69,50 KPH
regardin
agreement.
Conference with C.Meyer and M. Frischko.rn. 0.20 6.9.50 KPH
regarding retail
space.
Emails witli A. Greenwood and M. Lee 0.30 104.25 JRS
regardingdue diligence
matters.
Conference with K. Haas regarding.document 0.40 139.00 JRS
status.
Emails with A. Greenwood and K. Haas 2.30 799.25 JRS
regarding
Consider how to revise
ocuments to incorporate.
Jun-29-17 Review notes and tile; Prepare for and attend 0.50 173.75 JRS
execr.itiveSession garding
Attend CRC public meeting regarding change. 0.30 104.25 JRS
order
Draft.amendment to project agreement to 4.00 1,340.00 JRS
incorporate
component.
Jun-30-17 Review and revise declaration to incorporate 3.3Q 1,1.46.75 JRS
component.
Jul-06-17 Review notes and file;Meeting preparation.. 0.30 104.25 KPH
Project meeting with C. Meyer., M. 1.10 382.25 KPH.
'rischkorn,M. Lee, J. Moffatt, and.A.
Greenwood; Attend to closing, funding,
taxpayer agreement, and parking issues.
Conference with C. Meyer.and M. 1.40 486.50 KPH.
Frischkom., Follow tip on project matters;
Check project status and closin issues'
Address right of developer
Calls
and email..
Attend to multiple emails regarding. 1..00 347.50 JRS
upcoming closing and right of developer to
including from C.Meyer,L.
Matthes,B. Donaldson,B. Bingham, and A.
Greenwood.
Jul-07-17 Attend to multiple emails regarding 0.80 278.00 JRS
upcoming closing, including drafting a
lengthy res onse toe in B. Donaldson
regarding emails
with L. Matthes regarding!
and emails with . reenwood
regarding
Attend.to comments from A. Greenwood; 0.60 208.50 JRS
Draft lengthy response to same.
Review and revise declaration and 0.80 278.00 JRS
amendment to project agreement.
Jul-08-17 Attend to option of developer to 1.20 417.00 KPH
Attend to
components having taxpayer agreements with
a focusMultiple calls and
emails.
Jul-09-17 Review and revise.amendment to project 0.60 208.50 JRS
agreement.
Attend to emails regarding option to 0.30 104.25 JRS
Review and revise deed to add option to 0.90 312.75 JRS
Review and revise all conveyance documents 0.90 312.75 JRS
a
o tion exercise notice to reflect"to update closing date.
Jul-10-17 Attend to closing matters and developer 0.70 243.25 KPH
closing:issues;.Emails.
Review and.revise.guaranties, garage. 2.70 938.25 JRS
operating agreement,_and installment contract
in.preparation for closing;Emails with.S.
Hargitt regarding foregoing:
Clean-up changes to all other documents in 2.40 834.00 JRS
preparation for closing;Emails with S.
Hargitt regarding foregoing.
Emails with L. Matches, B. Donaldson, and 0.40 139.00 .IRS
B. Bingham regarding
Tele hone call with B. Donaldson regarding 0.90 312.75 JRS
Follow up
conference call with B.Donaldson,B.
Bingham, and M. Wells regarding.
requirements.
Emails with J. Baxter regarding comments to 0.50 173.75 JRS
residential tri-party agreement and bank
signature page to south commercial tri-party
agreement.
Gather, comment on, revise, and organize 2.80. 973.00 JRS
exhibits to various documents.
Jul-I -17 Attend to title, survey, and legal descriptions 0.40 139.00 KPH
of garage and retail sites.
Project conference with C. Meyer. 0.30 104.25 KPI I
Attend to closing matters and developer 1.20 417.00 KPI3
SSUCS.
Attend to closing escrow and terms of escrow 0.70 2.43.25 KPH
agreement.
Meet with B. Hammer for execution of all 0.90 312.75 JRS
documents.
Multiple emails and telephone calls with A. I.20 417..00 JRS.
Greenwood, S. Hargitt and Hart counsel,
egarding documents and exhibits.
Gather,comment.on, revise, and organize- L-0 521.25 JRS
exhibits to various documents.
Compile all signature pages and attach' 1.80 625.50 JRS
available exhibits.
Meet D. Bo,,vers at his office for execution of 1.10 382.25 JRS
all documents.
Jul-1.2-17 Attend to closingmatters And developer 1.50 521.25 KPH
_closing issues.
Attend to closing escrow and terms of escrow 1.00 347.50 KPI-I
agreement.
Review comments to residential tri-party 1.20 417.00 AS
agreement from J. Baxter; Review and revise
residential tri-party agreement.
Attend to closing preparation matters, 4.8.0 1,668.00 JRS
including: emails and phone calls with
multiple parties,review and.comment on
garage and retail.legal descriptions, finalize
and attach all exhibits.
Review andcomment on escrow closing 1.10 382.25 JRS
letter from. S. Hargitt;Telephone call and
emails with K, Haas.and C. Meyer regarding
same;Telephone call with.Hart counsel
regarding same; Execute revised letter and
return to S. Hargitt.
Jul-13-17 Follow up on closing matters with a focus on 0.80 278.00 KPH
Calls.
Attend to post escrow closin matters, 1..80 625.50 JRS
including: review legal
description and attach to ocuirients;
Telephone calls and emails with A.
Greenwood regarding same; Attend to
executed bank signature page for event
tri-party agreement.
Jul-14-17 Follow up on closing matters with a focus on 0.60 208.50 KPH
closing; Calls.
Jul-19-17 Prepare for executive session and regular 0.30 104.25 KPH
meeting; Review notes and .file.
Attend executive session; Lead and/or 0.1.0 34.75 KPH
participate in discussion of permissible
topics.
Attend regular meeting; Attend to agenda 0.40 139.00 KPH
items.
Jul-24-17 Meet with K. Haas;:Discuss status and 0.40 139:00 .IRS
Emails with J.Krem , S. Hargitt, and A. 0.40 13.9.00 JRS
Greenwood re i
Review south commercial tri-party agreement 1.20 417.00 JRS
to determine need for
fidavit-,Draft�-
affidavit.
Draft termination ofagreement:0:80 278.00 JRS
Emails with K. Boren regarding revised title 0.30 1.04.25 JRS
commitment.
Aub;-03-17 Emails with A. Greenwood,N. O'Neil and K. 0.70 243.25 JRS
Boren regarding
Draft opinion for 201.7A bonds. 0.50 123.75 RRW
Emails regarding.opinion for 2017A bonds. 0.10 24.75 RRW
Attention to closing. 0.40 66.00 NON
Totals 99.70 $34,512.75
Total Fee & Disbursements $34,512.75
Anticipated Payments from Bond Sale 432,000.00
Previous Balance 15,372.50
Previous Payments 15,372.50
Balance Nov Due' $2,512.75
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. 317/23.1-9900
City of Carmel Apust 8,2017
Carmel Redevelopment Commission _ 3-1 2 01 \1
30 West Main Street, Suite 220
Carmel., IN 46032
Matter: Carm-MerMain
Attention: Mike Lee Inv #: 25653
RE: Meridian&Main
DATE DESCRI.I'TION HOURS AMOUNT LAWYER
Jun-28-17 Conference with C. Meyer and M. Frischkorn 0.30 104.25 KPH
regarding terms of second Spine Group bond.
Totals 0.30 $.104.25
Total Fee&Disbursements $104.25
Previous Balance 868.75
Previous Payments 868.75
Balance Now Due $1.04.25
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 Fax: 317/231-9900
City of Carmel August 8,2017
Carmel Redevelopment Commission
30 West Main Street, Suite 220
Carmel, IN 46032 '- P��� 01R C
Matter: Carni- Ped
Attention: Mike Lee Inv 4: 25662
RE: Pedcor Midtown
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-20-1.7 Prospective project meeting; Follow up on all 0.40 139.00 KPH
project matters.
Jul-25-17 Project meeting with C. Meyer, M. 0.3.0 1.04.25 KPH
Frischkorn, B. Cordingley, R. Brown, and
Pedcor project team; Attend.to Woods Wire
demo and.reuse.
Totals 0.70 $243.25
Total Fee.& Disbursements $243.25
Previous Balance 312.75
Previous Payments 312.75
Balance Nov Due $243.25
Attorney Raatt
Karl P.Haas. $347.50
Jennifer R. StIoup $347.50
Ryan R. Wilineriaig $247.50
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Ph. 31.7/231-90010 Fax: 31.7/231-9900
City of Carmel August 8,2017
Carmel Redevelopment Commission
30 West.Main Street, Scute 220
Carmel, IN 4603.2
Matter: Carm-Valenti
Attention.: Mike Lee Inv #: 25671
RC: Valentina
DATE DESCRIPTION HOURS AMOUNT LAWYER.
Jul-11-17 Discuss new proposed project with C.Meyer. 0.40 139.00 KPH
Jul-19-17 Attend executive session; Lead and/or 0.60 208.50 KPH
participate in discussion of permissible
topics.
Jul-24-17 Consider terms of project agreement; Begin. 0.50 173.75 KPH
to outline same.
Meet with K. Maas.Discuss project 0.80 278.00 JR.8
agreement terms.
Jul-26-17 Review notes and Dile; Meeting preparation. 0.30 104.25 KPH
Initial project meeting with C. Meyer,.M. 1.20 417.00 KPH
Frischkorn,E.:Ozdemir, M. Patarino, D.
Ponader,and J. Shoup [participation of both
K. Haas and J. Shoup requested and
authorized by C. Meyer].
Attend meeting with C. Meyer, M. Lee, M. 1.80 625.50 JRS
Frischkorn,E. Ozdemir, and M. Patarino;
Follow up on meeting issues.
Project meeting with C. Meyer,M. 1.20 417.00 JRS
Frischkorn, M. Lee, r,,. Ozdemir and
Keystone proej ct team.and.K. Haas.
[Participation of both J. Shoup and K.Haas
requested and authoized by C. Meyer.]
r
Aug-01-17 Review notes and file;Meeting preparation. 0.30 104.25 KPH
Project meeting with C. Meyer,M. 0.70 243.25 KPH
Frischkorn, E. Ozdemir, and D, Ponader;
Attend to various site, project, and deal
issues.
Follow up conference with C.Meyer and M. 0.20 09.50 KPH
F'rischkorn; Discuss project.agreement.
Begin to outline project agreement terms; 0.70 243.25 KV14
Conference with J. Shoup regarding same.
Totals 8.70 $3,023.25
Total Fee&Disbursements .$3,023.25
Balance Now Due $3,023.25
Attorney Rate
Karl P.Haas $347.:50
Jennifer R.Shoup $347.50
Ryan R. Wilmering $247.50
Wallack Somers & Haas, P.G
One Indiana Square
Suite 2300
Indianapolis,IN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel August 8,20 17
Carmel .Redevelopment Commission
30 West Main Street, Suite 220 8-23-1 P 1 -.53
2 C V D
Carmel, IN 46032
Matter: Cann-Archie
Attention: Mike Lee Inv #: 25657
RE: Project Archie
DATE DESCRIPTION HOURS AMOUNT LAWYER
Jun-20-17 Meeting with B.,Crist and J. Shoup regarding. 1.20 417.00 KPH
proposed projects.
Consider project financing alternatives and 0.50 173.75 KPH
prospective deal terms.
Jun-23-1.7 Attend to bank financing and approaches to 0.70 243.25 KPII
bank financing prospects; Cmails.
Jun-26-17 Conference call with B. Crist, G. Martz, 1.30 451.75 KPH
developer team, and J. Shoup regarding
proposed lot acquisition program financing.
(No Charge) Conference call regarding 0.00 0.00 J.RS
proposed lot acquisition financing program.
Jun-29-1.7 Telephone call with B. Crist. 0.20 69.50 JRS
Jul-06-17 Conference with C. Meyer and M. 0.40 139.00 KPH
Frischkorni.
Follow up on project matters;
Check project status and pressing issues;
Calls.
Jul,-11-.17 Project conference with C. Meyer. 0.20 69.50 KPH
Check project site. 0.20 69.50 KPII
Review and consider Ii. Crist issues And 0.90 312.75 KPII
questions memo; Determine responses.
Prepare responses to B..Crist memo issues 0.90 312.75 KPH
and questions; Email.
Jul-13-17 Conference call with G. Martz, B. Batti.n, 0.60 208.50 KPH
developer team and J. Shoup regarding
proposed bank term sheet.
Attend to bank financing structure and 0.70 243.25 KPH.
security- Prepare for conference call with G.
Martz, B. Batton,developer project team, and
1. Shoup.
Bank financing structure and security 1.20 417.00 KP.II
conferetice call with G. Martz,B. Batton,
developer project team,.and J. Shoup; follow
up on project issues.
(No Charge) Conference call regarding 0.00 0.00 JRS
proposed bank term sheet.
Jul-14-17 Attend to bank financing structure and 1.20 417.00 KPH
security with a focus on
Memos and emails to exp am and discuss
same.
Jul-17-17 Review financing proposal to:bank prepared 2.00 695:00 KPH
by G. Martz; Make notes for revisions.
Revise G. Martz financing proposal; Draft 3.00 1,042.50 KPH
text inserts and alternative provisions.
Jul-18-17 Conference with C. Meyer and M. 0.40 139.00 KPFf
Frischkorn; Follow up on conference issues.
Restructure bank financing to address C. 2.20 764.50 KPH
.Meyer comments and concerns.
Develop explanation of restructured bank 1.20 417.00 KPH
financing for presentation to.bank;
Conference call with 0. Martz to explain
finance restructuring and presentation.to
bank.
Follow up'on bank.finance restructuring; 0.40 139.00 KPII
Calls.
Jul.-19-17 Review documents from prior financing with 1.00 347.50 KPH
some similar characteristics.
Memo outlining basic project terms and 0.50. 173.75 KPH
primary project issues.
Conference with J. Brainard regarding 0.20 69.50 KPFI
project natters and deal structure.
Jul-24-17 Consider revised deal terms; Begin to outline 0.60 208.50 KPH
basic deal terms for project documents.
Meet with K. Haas: Discuss deal terms. 0.70 243.25. JRS
Jul-27-17 Attend to deal issues and First Financial 0.60 208.50 KPH
li.nancing term sheet.
Jul-28-17 Attend to deal issues and F'ir'st Financial 0.90 312.75 KPH
financing term sheet; Consider alternative
financing terms.
Aug-01-17 Conference with C. Meyer and M..Frisclikorn 0.30 104.25 KPH
regarding project status and basic deal terms.
Totals 24.20 $8,409.50
Total Fee & Disbursements $8,409:50
Balance Nov Due $8,409.50
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, TN 46204
Ph: 317/231-9000 Fax: 317/231-9900
City of Carmel August 8, 201.7
Carmel Redevelopment Commission
30 West Main Street_, Suite 220
Carmel,IN 46032
08-23-17PC2 : 01 RCVD
Matter: r-nisc
.
Attention: Mike Lee Inv #: 25.652
RE: General Matters
DATE DESCRIPTION HOURS. AMOUNT LAWYER
Jun-28-17 Conference with.C. Meyer and M. Fri schkorn 0.20 69.50 KPH
regarding regular meeting and executive
session agenda.
Jun-20-1.7 Prepare for and attend CRC meeting; Attend 0.70 243.25 JRS
to agenda items, including increment report
by Umbaugh.
Jul-19-17 Attend.regular meeting;Attendto agenda 0.40 139.00 KPI-1
items.
Attend exccutive'session; Lead and/or 0.20 69.50 KPH
participate in discussion of permissible
topics.
Totals 1.50 $521.25
Total Fee & Disbursements $521.25
Previous.Balance 417.00
Previous Payments 417.00
Balance Now Due 5521.25
Attorney Rate
Karl P. Haas $347.50
Jennifer R. Shoup $347.50
ltyan R. Wilmering $247.50