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Home My WebLink About156068 02/05/2008 CITY OF CARMEL, INDIANA VENDOR: 357468 Page 1 of 1 f ONE CIVIC SQUARE S G A CONSULTING LLC CHECK AMOUNT: $8,900.00 CARMEL, INDIANA 46032 3662 E CARMEL DRIVE CARMEL IN 46033 CHECK NUMBER: 156068 CHECK DATE: 2/5/2008 DEPARTMENT ACCO PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4341999 18352 8,900.00 PROFESSIONAL FEES f i I I 6 S GA Consulting, LLC Invoice: 2008 -02 Date: February 1, 2008 Page 1 01/02/08 -Attend to Brookshire EOY balance transfer 8.50 Review Marketing RFP Review invoices -Attend to compliancy issues 01/03/08 Meeting with Les Olds regarding 2008 forecast, multiple issues 10.00 Meeting with Phyllis Morrissey and Andrea Stumpf regarding realignment of responsibilities Meeting with Andrea Stumpf regarding office reorganization -Attend to compliancy issues Attend to advertising opportunities 01/04/08 Meeting with Cherie Piebes and OTADMA Marketing 11.00 Planning Committee Meeting with Shiel Sexton regarding PAC billing procedures Meeting with Bob Olson regarding billing issues, ATT credit Application Multiple discussions with Winston Long regarding taping of CRC Public Meeting Claims review and preparation -Email correspondence with Lee Graham regarding proposed TIF Settlement date 01/06/08 Review Marketing RFP 2.00 Emails and correspondence 01/07/08 Meeting with Bob Olson regarding construction billings 9.00 Meeting with Tom Plahito with Shiel Sexton regarding billing procedures Identify agenda items for CRC Meeting Review claims Marketing RFP review 01/08/08 Prepare Marketing RFP for publication 11.00 Multiple emails with Karl Haas regarding RFP and other issues Prepare December 2007 expenditures for Brookshire Golf Course Review minutes from December 18, 2008 CRC Meeting Balance Brookshire Golf Course (Fund 905) to Pentamation 3662 East Carmel Drive Carmel, IN 46033 (C) 317- 345 -4440 Email: sherrymielkegyahoo.com SGA. Consulting, LLC Page 2 01/09/07 Attend OTADMA Meeting 20.00 Meeting with Tom Plahito and Brandon Bogan regarding PAC billing issues Meeting with Bob Merrill regarding District properties Meeting with Bob Olson regarding billing issues Prepare Public Notice for publishing Marketing RFP Balance CRC General Fund (Fund 902) to Pentamation Review invoices for CRC General Fund Prepare submission report Prepare spreadsheets for Fund 902 and Fund 905 01/10/08 Discussion with Bob Olson regarding construction billings 17.00 Review PAC Billings Revise Schedule A -Work with Shiel Sexton regarding billing issues /procedures Discussion with Richard Heck regarding website requirements 01/11/08 Meeting with Tom Plahito and Shiel Sexton Accountant 15.00 regarding additional back -up needed for PAC Billings Review back -up detail Revise Schedule A Prepare motions for consideration Multiple discussions with Karl Haas regarding agenda issues and motions 01/12/08 Review Brookshire Golf Course Expenditures and Revenues 7.25 Prepare Schedule A with final revision -Copy and prepare packets Deliver packets to Commissioners 01/14/08 Prepare draft for 2008 budget 10.25 Review compliance items /discussion with Sue Morlock regarding same Review fourth quarter forecast to actuals Meeting with Stephanie Lilly and Curt Coonrod regarding CRC Fiscal Plan and five -year forecast Emails with Lee Graham regarding TIF settlement and interest -Email discussions with Dave Huffman and Gary Duncan regarding Valet parking issues for Bistro de Paris 3662 East Carmel Drive Carmel, IN 46033 (C) 317- 345 -4440 Email: sherrymielkelyahao.com SGA Consulting, L LC Page 3 01/15/08 Address Francesca Jorosz request for CRC bond debt 13.00 Multiple discussions with Jason Semler regarding TIF settlement and debt service Review schedules for bond issues Review Coonrod financial forecast Revise draft of 2008 budget forecast -Attend to signage issues for Bistro de Paris 01/16/08 Multiple discussions with Curt Coonrod regarding project 2.50 costs for 2008 and five -year forecast Prepare CRC bond debt and forward to Francesa Jarosz 01/17/08 Multiple conversations with Curt Coonrod regarding fiscal 5.75 plan Budget meeting with Les Olds regarding long -range construction forecast Review claims Meeting with M. Sexton regarding City of Carmel Master Plan Review CRC debt schedules -Attend to signage issues Emails to Curt Coonrod and Francesca Jorosz Emails to Colene Miller, John Deere 01/18/08 -Attend Event Meeting 7.00 Review tax revenues for Brookshire and forward to Stephanie Lilly Address multiple issues with Steve Engelking Attend to public request for information 01/21/08 Review debt service schedules through 2010 3.00 Emails to C. Sheeks regarding multiple issues Revise budget/forecast 01/22/08 Meeting with Curt Coonrod and Les Olds regarding 8.25 fiscal plan and five -year forecast Review /revise 2008 budget Emails and correspondence 01/23/08 Review Fagade Grant requests 6.75 -Attend to compliance items 3662 East Carmel Drive Carmel, IN 46033 (C) 317 345 -4440 Email: sherrymielkegyahoo.com S GSA Consulting, ITC Page 4 -Speak with Chief Green about parking issues: Lion's Club Prepare letter of intent Multiple calls from Stephanie Lilly regarding construction forecast Address numerous budget issues 01/24/08 Meeting with Bob Olson regarding Duke Energy billings 9.75 -Attend opening of model at Carmel Residences Meeting with Les Olds and Sarianne Warner regarding bus tours to District Meeting with Tom Plahito, Shiel Sexton, regarding change orders Respond to questions from gallery owners Meeting with Winston Long regarding streaming video for City Center and District Prepare and attend to table at Taste of the Chamber 01/25/08 Meeting with Ron Carter, signatures, multiple issues 8.75 Meeting with Doreen Ficarra regarding plaques for historical walk, other items Prepare Brookshire status of fund Answer questions from Gallery owner regarding available space in District 01/28/08 Meeting with Les Olds regarding multiple issues 8.00 Review fagade grant requests Meeting with Evan Lurie regarding Art Walk Attend to Brookshire Golf Course issues Review land purchase contracts for future commitments Meeting with Bob Merrill regarding perspective restaurant 01/29/08 Meeting with Les Olds regarding budget issues 9.50 Meeting with Tom Plahito with Shiel Sexton, budget issues -Attend to questions regarding cooperative ad program Explanation of report categories to Stephanie Lilly Review PAC costs -Attend to billing issues 01/30/08 Meeting with Stephanie Lilly regarding budget/forecast 9.00 Review debt service for PAC, General Fund, Brookshire Meeting with Event Committee regarding Rock the District, St. Patrick Day Parade for 2009 3662 East Carmel Drive Carmel, IN 46033 Q 317 345 -4440 Email: sherrymielkelyahoo.6m S GA Consulting, LLC Page 5 Discuss District promotional idea with Brian Kelly 01/31/08 Discussion with Francesca Jarosz, Brookshire costs 10.25 Attend to bond compliancy issues Meeting with Kathy Henderson/Steve Myers Meeting with sub contractor regarding billing issues Meeting with Evan Lurie, multiple issues Total Hours Worked during billing period: 01/01/08 through 01/31/08 222.50 Total Due: 222.50 x $40 Hourly Rate $8,900.00 3662 East Carmel Drive Carmel, IN 46033 (C) 317- 345 -4440 Email: sherrymielkegyahaa.cam 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 >4 /1 l r; (t Sc� i n G 1 C Purchase Order No. Terms Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) 4. PJ Total go 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. ALLOWED 20 rids u IN SUM OF Z- 6eama l(J L0 ;3 g oU. o� ON ACCOUNT OF APPROPRIATION FOR qc�z Board Members PO or INVOICE NO. ACCT #/TITLE AMOUNT DEPT. I hereby certify that the attached invoice(s), or >osp2 L13�/) 79 2" 9oe 00 bill(s) is (are) true and correct and that the materials or services itemized thereon for which charge is made were ordered and received except 20 G� r nat re 6 6 jeer Title Cost distribution ledger classification if claim paid motor vehicle highway fund