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HomeMy WebLinkAbout179577 11/24/2009 CITY OF CARMEL, INDIANA VENDOR: 022450 Page 1 of 1 s ONE CIVIC SQUARE BARNES THORNBURG CARMEL, INDIANA 46032 1313 MERCHANTS BANK BLDG CHECK AMOUNT: $11,701.94 11 S MERIDIAN ST CHECK NUMBER: 179577 INDIANAPOLIS IN 46204 CHECK DATE: 11/24/2009 DEPARTMEN ACCOUNT PO NUMBER I NVOICE NUMBER AMOUNT DESCRIPTION 651 5023990 1212352 6,385.44 CONT SVS —LEGAL 902 4340000 1273921 1,401.00 LEGAL FEES 902 4340000 1273922 473.00 LEGAL FEES 902 4460807 1273928 2,711.50 PERFORMING ARTS CENTE 902 4340000 1273929 731.00 LEGAL FEES BARNES THORNBURG LLP 11 South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. E.I.N. 35- 0900596 (317) 236 -1313 CITY OF CARMEL REDEVELOPMENT COMMISSION October 30, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1273921 111 W. MAIN STREET, SUITE 140 CARMEL, IN 46032 Brian L. Burdick PAYABLE UPON RECEIPT 00035130- 000002 RESEARCH AND ADVICE ON TIF AREA RESTRUCTURING For legal services rendered in connection with the above matter for the period ending September 30, 2009 as described on the attached detail. Fees for Services 1,401.00 TOTAL THIS INVOICE 1,401.00 00035130- 000002 CITY OF CARMEL REDEVELOPMENT COMMISSION Page I RESEARCH AND ADVICE ON TIF AREA RESTRUCTURING Date Name Description Hours 09/01/09 Kimberly W. Blanchet Reviewed correspondence re: 501(c)(4) filing matters; 0.60 attended to the same. 09/09/09 Bruce D. Donaldson Had phone call with Jim Higgins regarding potential 0.20 redevelopment project in Old Meridian Economic Development Area. 09/15/09 Kimberly W. Blanchet Attended to 501(c)(4) matters; reviewed 0.60 correspondence re: the same; reviewed IRS Form 1.024, 09/17/09 Kimberly W. Blanchet Attended to 501(c)(4) matters, reviewed 0.70 correspondence re: the same; reviewed IRS Form 1024. 09/17/09 Bruce D. Donaldson Worked on 501(c)(4) application for Arts Design 0.50 District Business Associates of Carmel, Inc., and had email correspondence with Mielke and conferred with Blanchet in connection therewith. 09/22/09 Kimberly W. Blanchet Reviewed Form 1024 re: 501(c)(4) matters. 0.30 09/23/09 Bruce D. Donaldson Had phone call with Mielke regarding State Board of 0.30 Accounts issue relating to use of TIF funds outside of TIF area. 09/24/09 Bruce D. Donaldson Reviewed email correspondence from Mielke; emailed 0.80 statute and analysis regarding permitted use of TIF funds outside of allocation areas to Mielke and Hanchar at State Board of Accounts. Hours Rate Amount Bruce D. Donaldson 1.80 $430.00 $774.00 Kimberly W. Blanchet 2.20 $285.00 $627.00 TOTALS 4.00 $350.25 $1,401.00 BARNES THORNBURG LLP I I South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. E.I.N. 35- 0900596 (317) 236 -1313 CITY OF CARMEL REDEVELOPMENT COMMISSION October 30, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1273922 111 W. MAIN STREET, SUITE 140 CARMEL, IN 46032 Brian L. Burdick PAYABLE UPON RECEIPT 00035130 000005 2004 HAZEL DELL ROAD REFUNDING For legal services rendered in connection with the above matter for the period ending September 30, 2009 as described on the attached detail. Fees for Services 473.00 TOTAL THIS INVOICE 473.00 00035130- 000005 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 2004 HAZEL DELL ROAD REFUNDING Date Name Description Hours 09/03/09 Bruce D. Donaldson Had voice and email correspondence with Linda 0.30 Ebrahim at MBIA and Matthes regarding resolution of surety bond downgrade matter and related Material Event Notice. 09/08/09 Bruce D. Donaldson Sent email memo to Councilor Luci Snyder 0.80 summarizing status of surety bond downgrade issue; reviewed voice message from Matthes; prepared email memo to Clerk- Treasurer for status update, discussed same with Matthes, and emailed update to Clerk Treasurer. Hours Rate Amount Bruce D. Donaldson 1.10 $430.00 $473.00 TOTALS 1.10 $430.00 $473.00 BARNES THORNBURG LLP 1 1 South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. E1N. 35- 0900596 (3 17) 236 -1313 CITY OF CARMEL REDEVELOPMENT COMMISSION October 30, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1273928 111 W. MAIN STREET, SUITE 140 CARMEL, IN 46032 Brian L. Burdick PAYABLE UPON RECEIPT" 00035130- 000006 PERFORMING ART CENTER BOND ISSUE For legal services rendered in connection with the above matter for the period ending September 30, 2009 as described on the attached detail. Fees for Services 2,711.50 TOTAL THIS INVOICE S 2,711.50 00035130- 000006 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 PERFORMING ART CENTER BOND ISSUE Date Name Description Hours 09/01/09 Kimberly W. Blanchet Reviewed correspondence re: 501(c)(4) filing matters; 0.60 attended to the same. 09/08/09 Bruce D. Donaldson Had phone call with Matthes regarding impact of 0.30 appeals on TIF projections and status of discussions with Indiana Bond Bank, and left follow up voice message with Huge. 09/09/09 Bruce D. Donaldson Worked on obtaining EIN for Carmel City Center 0.40 CDC; had phone call with Dan Huge regarding status of Indiana Bond Bank financing option. 09/11/09 Bruce D. Donaldson Reviewed email from Dan Huge of Indiana Bond 0.30 Bank, and had follow up voice and email correspondence with McGinley and Haas. 09/14/09 Bruce D. Donaldson Reviewed and revised EIN application for Carmel City 0.50 Center Community Development Corporation, discussed same with B. Lewis, and had email correspondence with Worthley in connection therewith. 09/14/09 Gretchen L. Snyder Assisted Bonnie Lewis with drafting IRS Form SS -4, 0.20 Application for Employer Identification Number, for Carmel City Center Community Development Corporation. 09/14/09 Bonnie J. Lewis Conferred with Gretchen Snyder and Bruce Donaldson 0.30 regarding obtaining an EIN for the Carmel City Center Development Corporation; drafted EIN application and authorization. 09/15/09 Kimberly W. Blanchet Attended to 501(c)(4) matters; reviewed 0.60 correspondence re: the same; reviewed IRS Form 1024. 09/15/09 Bruce D. Donaldson Had phone call with Huge at Indiana Bond Bank 0.50 regarding financing of Village on the Green projects; had related discussions with Haas. 09/16/09 Bruce D. Donaldson Had calls with Huge and McGinley regarding Indiana 0.60 Bond Bank financing option for Village on the Green projects. 09/17/09 Kimberly W. Blanchet Attended to 501(c)(4) matters; reviewed 0.70 correspondence re: the same; reviewed IRS Form 1024. 09/17/09 Bruce D. Donaldson Worked on 501(c)(4) application and By -Laws for 0.50 Carmel City Center CDC, and had email correspondence with Wilmering and conferred with 00035130 000006 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 2 PERFORMING ART CENTER BOND ISSUE Date Name Description Hours Blanchet in connection therewith. 09/22/09 Kimberly W. Blanchet Reviewed Form 1024 re: 501(c)(4) matters. 0.30 09/22/09 Larry J. Stroble Had telephone conversation with Bruce Donaldson 0.20 regarding tax issues. 09/22/09 Bruce D. Donaldson Had phone call with Haas to discuss status of Indiana 0.60 Bond Bank financing; conferred with Stroble regarding use tax exemption issue for PAC garage installment contract, and emailed results of research to Haas. 09/23/09 Kimberly W. Blanchet Reviewed correspondence re: EIN matters; attended to 0.30 the same. 09/23/09 Bruce D. Donaldson Conferred with Bonnie Lewis regarding EIN 0.30 application for CCDC, and emailed final EIN information to Worthley. 09/23/09 Bonnie J. Lewis Conferred with Bruce Donaldson regarding member 0.50 identification and authorization; finalized Application for Employer Identification Number; filed application with the Internal Revenue Service. Hours Rate Amount Larry J. Stroble 0.20 $495.00 $99.00 Bruce D. Donaldson 4.00 $430.00 $1,720.00 Kimberly W. Blanchet 2.50 $285.00 $712.50 Gretchen L. Snyder 0.20 $180.00 $36.00 Bonnie J. Lewis 0.80 $180.00 $144.00 TOTALS 7.70 $352.14 $2,711.50 .BARNES THORNBURG LLP 11 South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. I.I.N. 35- 0900596 (317)236 -1313 CITY OF CARMEL REDEVELOPMENT COMMISSION October 30, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1273929 111 W. MAIN STREET, SUITE 140 CARMEL, IN 46032 Brian L. Burdick PAYABLE UPON RECEIPT 00035130 000013 2008 LEASE REVENUE BONDS (ROAD PROJECTS) For legal services rendered in connection with the above matter for the period ending September 30, 2009 as described on the attached detail. Fees for Services 731.00 TOTAL THIS INVOICE S 731.00 00035130- 000013 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 2008 LEASE REVENUE BONDS (ROAD PROJECTS) Date Name Description Hours 09/03/09 Bruce D. Donaldson Left voice message with Linda Ebrahim at MBIA 0.10 regarding proposed reallocation of 2006 COIT bond proceeds to Keystone project. 09/08/09 Bruce D. Donaldson. Had email correspondence with Arrensen and left 0.20 voice message with Ebrahim at MBIA regarding proposed reallocation of 2006 bond proceeds to Keystone project. 09/15/09 Bruce D. Donaldson Had voice and email correspondence with Ebrahim 0.30 and phone call with Arrensen regarding transfer of 2006 bond proceeds to Keystone project. 09/16/09 Bruce D. Donaldson Reviewed voice message from Linda Ebrahim at 0.50 MBIA/National, discussed same with Arrensen by phone, and had related email correspondence with Ebrahim and Arrensen. 09/21/09 Bruce D. Donaldson Participated in conference call with Arrensen, Regions 0.60 representatives and Ebrahim from MBIA, to discuss proposed amendments to 2006 bonds to reallocate $2.5 million of bonds to Keystone project. Hours Rate Amount Bruce D. Donaldson 1.70 $430.00 $731.00 TOTALS 1.70 $430.00 $731.00 Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Form No. 201 (Rev. 1995) 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 Purchase Order No. Terms -�u ,4 /V Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) ia30 0 /27392/ SP.- 6111C os 1030a) 12 ?3 922 /O Oo I273 92,y L P v,' ns /��rc 2 711 5_o la3oo 9 127 �f l 0.'. .y Total 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 IN SUM OF -5 ON ACCOUNT OF APPROPRIATION FOR Board Members PO# or INVOICE NO. ACCT #/TITLE AMOUNT DEPT. I hereby certify that the attached invoice(s), or *2 `/O /•cV bill(s) is (are) true and correct and that the 1273 922 g3Ya�, 1 179zo materials or services itemized thereon for 27 9Z 8 fo7 2,711, which charge is made were ordered and I/ 7:3 /.&Y) received except 20 0 n ture Director of pe rations Cost distribution ledger classification if Title claim paid motor vehicle highway fund 1 606 MEMORANDUM TO: John Duffy, Director of Carmel Utilities FROM: Elaine Bass, Executive /Legal Secretary RE: Barnes Thornburg Invoice No. 1212352 Municipal Law Research DATE: October 19, 2009 Dear John: We have received a payment inquiry from Barnes Thornburg on the referenced invoice which they still show as outstanding. I am resending it to you. The invoice is regarding research on municipal law in the amount of $6,595.44 and was originally forwarded to you for payment on April 3, 2009 after Doug's review. Please check to see if you have submitted this invoice for payment. If not, please issue a purchase order in the amount of $6,385.44 in payment of this invoice. The remaining balance of $210.00 is to be written off as noted. Please let Doug or me know if you have any questions regarding this invoice. Thanks. /eb [cb:msword=\e bassUrty doctmt its\outsidcco cllbamtthombtugMunicipal law\municipal law 4.dx: 10 /19/09] BARNES THORNBURG LLP I 1 South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. E.I.N. 35- 0900596 (317)236 -1313 CITY OF CARMEL January 30, 2009 DOUG HANEY, CITY ATTORNEY Invoice No. 1212352 ONE CIVIC SQUARE CARMEL, IN 46032 Brian L. Burdick PAYABLE UPON RECEIPT 00004288- 000004 RESEARCH ON MUNICIPAL LAW For legal services rendered in connection with the above matter for the period ending December 31, 2008 as described on the attached detail. Fees for Services 5,925.00 Other Charges Lexis Computerized Legal Research 94.50 Westlaw Computerized Legal Research 575.94 670.44 TOTAL THIS INVOICE 6,595.44 Attorney- Client Privileged Communication 00004288 000004 CITY OF CARMEL 4 4 Page 1 RESEARCH ON MUNICIPAL LAW Date Name Description Hours 12/03/08 Brian L. Burdick Began initial work on analysis as 0.70 requested by Mayor Brainard. 12/05/08 Richard C. Starkey Researched City's ability to regulate nonpayment of 1.60 fees for 12/09/08 Richard C. Starkey Researched Utility law regardin 1.80 12/10/08 Richard C. Starkey Researched utility law and considered client solutions 1.40 on above. 12/10/08 Brian L. Burdick Considered options and analysis regardin 0.40 as requested by Mayor Brainard. 12/12/08 Richard C. Starkey Reviewed statutory authority; Telephone call with 0.50 Mayor on findings. 12/15/08 Anneliese V. Williams Began researching ability of City to begin- 0.30 12/16/08 Anneliese V. Williams Continued researching Indiana law regarding 2.60 12/17/08 Anneliese V. Williams Continued research on 4.00 drafted memorandum. 12/18/08 Anneliese V. Williams Finished draft o emorandum. 1.50 12/19/08 Anneliese V. Williams Revised memorandum regardin -Z4, 12/22/08 Richard C. Starkey Reviewed and revised Memorandum concerning! 1.20 12/23/08 Brian L. Burdick Reviewed and revised memo to client regarding 0.50 and issue thereto. Hours Rate Amount Brian L. Burdick 1.60 $380.00 $608.00 Richard C. Starkey 6.50 $440.00 $2,860.00 Anneliese V. Williams 11.70 $210.00 $2,457.00 TOTALS 1.9.80 $299.24 $5,925.00 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 of service rendered, by whom, rates per day, number of units, price per unit, etc. Payee 22450 BARNES THORNBURG Purchase Order No. 1313 MERCHANTS BANK BLDG Terms 11 S MERIDIAN ST Due Date 11/19/2009 INDIANAPOLIS, IN 46204 Invoice Invoice Description Date Number (or note attached invoice(s) or bill(s)) Amount 11/19/2005 1212352 $6,385.44 zl I hereby certify that the attached invoice(s), or bill(s) is (are) true and correct and I have audited same in accordance nwith `IICC 5- 11- 10 -1.6 Date Officer VOUCHER# 056800 WARRANT ALLOWED 22450 IN SUM OF BARNES THORNBURG 1313 MERCHANTS BANK BLDG 11 S MERIDIAN ST INDIANAPOLIS, IN 46204 Carmel Wastewater Utility ON ACCOUNT OF APPROPRIATION FOR Board members PO INV ACCT AMOUNT Audit Trail Code 1212352 01- 7330 -08 $6,385.44 c�ll� 0 C� Voucher Total $6,385.44 Cost distribution ledger classification if claim paid under vehicle highway fund