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Home My WebLink About157234 03/05/2008 CITY OF CARMEL, INDIANA VENDOR: 357468 Page 1 of 1 ONE CIVIC SQUARE S G A CONSULTING LLC 0 CHECK AMOUNT: $8,840.00 s �o CARMEL, INDIANA 46032 3662 E CARMEL DRIVE ti CARMEL IN 46033 o� CHECK NUMBER: 157234 CHECK DATE: 3/5/2008 DEPARTMENT ACCOUNT PO NU MBER INV OICE NUMBE A MOUNT DESCRIPTION 902 4341999 18352 200803 8,840.00 PROFESSIONAL FEES i j I I SGA Consulting, LLC Invoice: 2008 -03 Date: March 1, 2008 Page 1 02/01/08 Meeting with Kathy Henderson, Steve Myers regarding 9.50 multiple District issues Meeting with Doreen Ficara regarding District activities Review Marketing RFP Review draft budget for Brookshire Golf Course Address Energy Center billing issues 02/04/08 Meeting with Ron Carter regarding Marketing RFP 8.00 Address questions from full- service marketing agencies regarding RFP Review payables and claims for payment Address /review budget items on fiscal plan Address contractual issues 02/05/08 Address additional questions for website posting regarding 7.50 Marketing RFP Discuss website posting with Richard Heck Review quote for Arts Council Plaque Address advertising issues /opportunities Discuss streaming video for PAC construction with S. Long Attend to issues regarding activities for Valentine Art Walk 02/06/08 -Attend OTADMA Executive Committee Meeting 11.25 Discussion with Bob Olson regarding parcels /updates Discussion with Tom Plahitko, Shiel Sextorn, regarding billing issues Review Debt Service and TIF Revenue forecasts Review fiscal plan 02/07/08 Attend Event Committee Meeting 9.50 Address issues regarding the Fountain at West Gateway Meeting with Mark Baumgart and Christie about locations for District window boxes Address advertising opportunity Review costsibudget for 2008 and 5 -year financial plan 02/08/08 Meeting with Mayor Brainard, Les Olds, Dan Moriarty and 9.00 Curt Coonrod regarding 5 -Year plan 3662 East Carmel Drive Carmel, IN 46U33 (C) 317- 345 -4440 Email: sgaconsultinggindy.rr.com S GA Consulting, LLCi Page 2 Review costs for PAC by category Meeting with Stephanie Lilly and Les Olds regarding multiple issues Address Old Town Shops II parking issues Address lights /winterizing issues for West Fountain for Valentine's Day Art Walk Address Arts Council plaque with Crown Trophy 02/11/07 Review invoices for CRC General Fund 10.00 Address budget /claims issues with Cindy Sheeks Balance CRC General Fund (902) with Pentamation Address budget issues with Curt Coonrod and Stephanie Lilly Prepare Draft 2008 budget Review /revise and submit Bid Notice for publication for Parcel 7A, Interior Rough Construction Package P4 02/12/08 Discussion with Bob Olson regarding construction billings 16.50 Address billing issues for February Discussion with Patty Slagle, BONY, regarding check register Meeting with Doreen Ficara regarding multiple issues Correspond with Ryan Owens regarding Jon McLaughlin's availability and fee for Rock the District 02/13/08 -Attend OTADMA monthly meeting Follow -up meeting with Cherie Piebes, President Meeting with Les Olds regarding proposed agenda items 17.50 Review latest draft of fiscal plan, address beginning balance Discuss Shiel Sexton billing issues with Tom Plahitko Discuss PAC Bond compliance items with Sue Morlock, Hylant Review/Revise submission report for February CRC Fund 902 Review payables for February CRC Fund 902 02/14/08 Meeting with Doreen Ficara, multiple items 16.50 Multiple discussions with Mike Anderson regarding prior year billings Conference call with Kirk Stahl regarding Marketing RFP concerns Conversation with Brian Kelly regarding Flower and Patio Ticket promotion Deliver maps; meet with Trolley driver to run route for drop -off points -Meet with visitors to Arts District Office during Valentine Art Walk 3662 East Carmel Drive Carmel, IN 46033 (C) 317- 345 -4440 Email: sgaconsultinggindy.mcom S GA Consulting, LLCM Page 3 02/15/08 Prepare CRC February Agenda and Motions 11.50 Meeting with Doreen Ficara regarding upcoming event Meeting with Magdalena regarding signage for OTS II Revise 2008 budget/construction spreadsheet Review PAC payables 02/16/08 Review debt payment schedules 17.00 Multiple emails to Stephanie Lilly and Curt Coonrod Revise 2008 CRC Fund 902 budget Continue review of PAC payables Prepare Schedule A for PAC Construction Fund submission Prepare Requisition 27 for PAC Construction Fund request 02/17/08 Prepare Brookshire Expenditure Report 11.00 Prepare claims, copy and prepare PAC invoice submission packet Deliver packets 02/18/08 -Attend to claims /submission to C /T's Office 6.25 Meeting with Bob Merrill regarding properties /proposed businesses Meeting with Les Olds regarding packet review Revise agenda/finalize proposed motions Multiple discussions with Stephanie Lilly regarding fiscal plan 02/19/08 Meeting with Les Olds, review of agenda items 12.00 Discussion with Ron Carter about multiple items Prepare records for auditors -Attend CRC Executive Session -Attend CRC Public Meeting 02/20/08 Meeting with Mayor Brainard, Les Olds, Bruce Donaldson, 10.00 Loren Matthes, Ron Carter and Karl Haas Discussion with Franchesca Jarosz -Attend to multiple financial issues 02/24/08 Emails and correspondence 1.00 Discussion with Ron Carter regarding multiple issues 02/25/08 Meeting with Les Olds regarding multiple issues 8.50 Meeting with Bob Merrill regarding property availability -Attend to issues regarding parking permits for Lion's Club Review /Approve Current In Carmel ad for Flower and Patio Show 3662 East Carmel Drive Carmel, IN 46033 Q 317- 345 -4440 Email: sgaconsultingLindy.rr.com ►S G A Consulting, LLC Page 4 02/26/08 Discussion with Melissa Hanchar, State Board of Accounts 7.50 Meeting with Cindy Sheeks regarding 2007 CTAR Filing Discussion with Tom Plahitko regarding Energy Center billing procedures Review PAC Costs by Requisition Review Brookshire Expenditures for Capital Asset Report Review GASB Report regarding categorization of costs for Capital Asset Report 02/27/08 Discussion with Melissa Hanchar, State Board of Accounts, 10.50 regarding CTAR requirements Meeting with Ron Carter regarding Marketing bids Prepare Brookshire Golf Course Fixed Asset Report for incorporation into CTAR Report Discussion with Sue Morlock regarding wiring payment Revise PAC Capital Asset Report 02/28/08 Meeting with Rick McCool, Jeff Brunty, Dave Huffman, 5.00 Les Olds, Andrea Stumpf regarding parking issues /permits and restrooms for Old Town Shoppes I and II Revise CTAR Report Additional discussions with Melissa Hanchar and Cindy Sheeks Obtain percentage of ownership from Bob Olson regarding IDC Garage; apply percentage to 2007 costs; prepare report 02/29/08 Address billing issues: CSO, Shiel Sexton 5.50 Emails to all agencies responding to Marketing RFP regarding modified dates for review process Review Hirons detail regarding proposal delivery Respond to Hirons Total Hours Worked during billing period: 01/01/08 through 01/31/08 221.00 Total Due: 221.00 x $40 Hourly Rate $8,840.00 3662 East Carmel Drive Carmel, IN 46033 (C) 317- 345 -4440 Email: sgaconsultinggindy.rr.com Prescribed by State Board of Accounts City Form No. 201 (Rev. 1995) ACCOUNTS PAYABLE VOUCHER CITY OF CARMEL An invoice or bill to be properly itemized must show: kind of service, where performed, dates service rendered, by whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc. Payee 1"f 5� L/A L L L Purchase Order No. Terms Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) 0 g "'20 c) 1 s f Total g v fUU I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accordance with IC 5- 11- 10 -1.6. 20 Clerk- Treasurer VOUCHER NO. WARRANT NO. nn ALLOWED 20 G A l ow S L! ✓t_¢ L C- IN SUM OF 3 (0 2 {xPt L) CA,o el, IN q� 0 3 g� 2 0 U ON ACCOUNT OF APPROPRIATION FOR Board Members PO# or INVOICE NO. ACCT #!TITLE AMOUNT DEPT. I hereby certify that the attached invoice(s), or bill(s) is (are) true and correct and that the materials or services itemized thereon for l which charge is made were ordered and received except 3 20 O e' Si ure Cost distribution ledger classification if Title claim paid motor vehicle highway fund