The URL can be used to link to this page

Home My WebLink About169746 03/17/2009 CITY OF CARMEL, INDIANA VENDOR: 022450 Page 1 of 1 i ONE CIVIC SQUARE BARNES THORNBURG CHECK AMOUNT: $8,428.00 CARMEL, INDIANA 46032 1313 MERCHANTS BANK BLDG 11 S MERIDIAN ST CHECK NUMBER: 169746 INDIANAPOLIS IN 46204 CHECK DATE: 3117/2009 DEPARTMENT TACCOUNT PO NUMBER INV OICE N AMOUNT DESCRIPTION 902 4340000 1219801 8, 428.00 .2006 GOLF COURSE BOND 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 February 27, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1219801 111 W. MAIN STREET, SUITE 140 CARMEL, IN 46032 Brian L. Burdick P AYAB LE UPON RECEIPT 00035130- 000012 2006 GOLF COURSE BONDS For legal services rendered in connection with the above matter for the period ending January 31, 2009 as described on the attached detail. Fees for Services 8,428.00 TOTAL THIS INVOICE 8,428.00 U 00035130- 000012 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 2006 GOLF COURSE BONDS Date Name Description Hours 01/06/09 Bruce D. Donaldson Had discussions with Haas and Matthes and left voice 0.70 messages for Mayor and Nelson at Oppenheimer, regarding issues relating to golf course BAN extension. 01/07/09 Bruce D. Donaldson Had phone call with Mayor and traded voice messages 0.50 with Matthes and Nelson regarding extension of golf course BAN. 01/08/09 Bruce D. Donaldson Had multiple phone calls with Nelson at Oppenheimer 1.20 and Matthes regarding golf course BAN extension; had meeting with Mayor and Matthes to discuss options, including interfund borrowing. 01/12/09 Bruce D. Donaldson Had phone call with Bryan Nelson at Oppenheimer 0.20 regarding extension of golf course BAN. 01/14/09 Bruce D. Donaldson Reviewed email correspondence from Matthes and 0.80 golf course revenue numbers from Clerk- Treasurer's office; reviewed prior BAN documentation to determine flexibility in pledging additional collateral; had meeting with Matthes to discuss options and placed phone call to Nelson at Oppenheimer. 01/15/09 Bruce D. Donaldson Had email correspondence with Matthes and 0.60 Oppenheimer about golf course BAN extension; had phone call with Bob Davies at Oppenheimer regarding security for BAN.. 01/16/09 Bruce D. Donaldson Conferred with McGinley and had phone call with 0.80 Matthes; reviewed Bond Resolution to determine final payment date (before or after weekend), and emailed analysis to McGinley and Matthes. 01/20/09 Bruce D. Donaldson Had phone calls with bond trustee (John Alexander) 0.40 and Matthes to discuss various issues relating to golf course BAN extension. 01/21/09 Bruce D. Donaldson Had email correspondence with McGinley; prepared 2.50 for and participated in conference call with McGinley to discuss extension of golf course BAN, and had follow up phone call with Haas and left voice message with Matthes; prepared initial draft of First Amendment to BAN Purchase Agreement and emailed draft to McGinley, trustee and Semler; reviewed draft of Private Placement Memorandum and emailed comments to Semler; also emailed bond counsel opinion and Bond Resolution to Semler for inclusion in PPM. r 00035130- 000012 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 2 2006 GOLF COURSE BONDS Date Name Description Hours 01/22/09 Bruce D. Donaldson. Exchanged voice messages with Semler at Umbaugh 2.00 regarding Private Placement memo issues; reviewed draft term sheet from Ralph McGinley at Oppenheimer and emailed comments to McGinley; reviewed latest draft of Private Placement Memorandum and emailed comments to Umbaugh; reviewed revised version of PPM and emailed additional comments to Umbaugh. 01/26/09 Bruce D. Donaldson Had email correspondence with Mayor, Carter and 2.70 Clerk- Treasurer regarding signing of documents to extend golf course BAN; prepared draft of replacement. BAN and emailed draft to working group, and had follow up email correspondence with McGinley; prepared draft of IRS form 8038G; revised First Amendment to BAN Purchase Agreement, and emailed revised draft to working group; reviewed latest draft of Private Placement Memorandum from Umbaugh. 01/27/09 Bruce D. Donaldson Had email correspondence with Mayor, Glaser, Carter, 2.00 Clerk- Treasurer, Paying Agent, Umbaugh and Oppenheimer, all regarding closing matters relating to golf course BAN extension; had phone call with Ralph McGinley, reviewed draft DTC notices regarding BAN extension, and emailed comments to notice to Oppenheimer, DTC and Paying Agent; had phone calls and voice and email correspondence with McGinley, Suckett, McKnight at DTC, and John Alexander, regarding mechanics of replacing BAN with DTC and related CUSIP issues. 01/28/09 Bruce D. Donaldson Had email correspondence with Oppenheimer 0.50 regarding BAN extension matters; reviewed draft of Closing Memorandum. 01/29/09 Bruce D. Donaldson Had multiple calls and email correspondence with 2.20 McGinley and Semler to .finalize closing arrangements for golf course BAN extension; revised First Amendment to Note Purchase Agreement and emailed revised agreement to McGinley; finalized replacement BAN, revised and finalized 8038G, and prepared other documents for signatures of Mayor and CRC President. 01/30/09 Bruce D. Donaldson. Prepared for and attended preclosing signing session in 2.50 Carmel with Mayor, Carter and Clerk- Treasurer; had phone calls and email correspondence with McGinley and trustee regarding closing matters; all relating to 00035130- 000012 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 3 2006 GOLF COURSE BONDS Date Name Description Hours 1 golf course BAN extension. Hours Rate Amount Bruce D. Donaldson 19.60 $430.00 $8,428.00 TOTALS 19.60 $430.00 $8,428.00 �J 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 !✓c7`si �3 ��i�� vrs L L Purchase Order No. Terms 26 y 3 5 3 Y Date Due Invoice Invoice Description Amount Date Number (or note attached invoice(s) or bill(s)) al it S 0 I 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. q. 20 �r Clerk- Treasurer VOUCHER NO. WARRANT NO. ALLOWED 20 IN SUM OF �f toy 353`r ON ACCOUNT OF APPROPRIATION FOR IoTir /d 9 Z Q Board Members PO# or INVOICE NO. ACCT /TITLE AMOUNT DEPT. a I hereby certify that the attached invoice(s), or 12 9 l 4 i`. o D-77 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 Alta f la 20 U r Signa re Cost distribution ledger classification if Title claim paid motor vehicle highway fund