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Home My WebLink About175591 08/06/2009 CITY OF CARMEL, INDIANA VENDOR: 022450 Page I of 1 ONE CIVIC SQUARE BARNES THORNBURG CHECK AMOUNT: $22,224.26 CARMEL, INDIANA 46032 1 313 MERCHANTS HANK BLDG 11 S MERIDIAN ST CHECK NUMBER: 175591 INDIANAPOLIS IN 46204 CHECK DATE: 816/2009 DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION 902 4340000 1238908 1,849.00 LEGAL FEES 902 4340000 1238909 860.00 LEGAL FEES 902 4340000 1238910 19,515.26 LEGAL FEES BARNES THORNBURG LLP 1 l South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. E.I.N. 35- 0900596 (317)236 -1313 CITY OF CARMEL REDEVELOPMENT COMMISSION May 29, 2009 C/O MARK HUDSON, VICE RPESIDENT Invoice No. 1238908 THE BANK OF NEW YORK TRUST COMPANY, N.A. 300 NORTH MERIDIAN STREET, SUITE 910 Brian L. Burdick INDIANAPOLIS, IN 46204 PAYABLE UPON RECEIPT 00035130- 000005 2004 HAZEL DELL ROAD REFUNDING For legal services rendered in connection with the above matter for the period ending April 30, 2009 as described on the attached detail. Fees for Services 1,849.00 TOTAL THIS INVOICE S 1,849.00 000- 000005 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 2004 HAZEL DELL ROAD REFUNDING Date Name Description Hours 04/24/09 Bruce D. Donaldson Reviewed letter from bond trustee, reviewed prior 0.80 Trust Indenture and had email correspondence with Cordray and phone call with Matthes, all regarding debt service reserve fund issue for 2004 Hazel Dell refunding bonds relating to downgrade of MBIA surety bond. 04/27/09 Brice D. Donaldson Had phone calls with Matthes and Cordray and email 1.20 correspondence with Mayor regarding 2004 .Hazel Dell Parkway reserve fiend issue; reviewed MBIA surety bond and Financial Guaranty Agreement; had additional conference call with Mayor and Matthes. 04/28/09 Bruce D. Donaldson Had additional call with Mayor and performed 0.50 additional research relating to surety bond reserve fund issue. 04/30/09 Bruce D. Donaldson Reviewed voice message from Mayor and email 1.80 correspondence from Matthes regarding options for replacing 2004 reserve fund surety bond; reviewed 2004 trust indenture regarding procedures for replacing trustee, and sent email summary to Mayor; drafted summary of reserve fund surety bond crisis for Conference of Mayors legislation, and emailed summary to Mayor. Hours Rate Amount Bruce D. Donaldson 4.30 $430.00 $1,849.00 TOTALS 4.30 $430.00 $1,849.00 V R(/ BARNES THORNBURG LLP 1 1 South Meridian Street Indianapolis, Indiana 46204 -3535 U.S.A. E.I.N. 35- 0900596 (317)236 -1313 CITY OF CARMEL REDEVELOPMENT COMMISSION May 29, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1238909 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 comlection with the above matter for the period ending April 30, 2009 as described on the attached detail. Fees for Services 860.00 TOTAL THIS INVOICE 860.00 0005130-000006 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 1 PERFORMING ART CENTER BOND ISSUE Date Name Description Hours 04/15/09 Bruce D. Donaldson Reviewed memo of questions from bank and answers 0.50 from Haas regarding priority of TIF revenue pledges, and had phone call with Haas to discuss same. 04/30/09 Bruce D. Donaldson Prepared for and attended meeting at Wallack Somers 1.50 Haas with 'Karl Haas and representatives of United Bank and Mercantile .Bank to discuss issues relating to installment purchase contracts for PAC project. Hours Rate Amount Bruce D. Donaldson 2.00 $430.00 $860.00 TOTALS 2.00 $430.00 $860.00 h 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 May 29, 2009 ATTN: SHERRY MIELKE, DIRECTOR OF FINANCE Invoice No. 1238910 111 W. MAIN STREET, SUITE 140 CAR-MEL, 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 April 30, 2009 as described on the attached detail. Fees for Services 18,717.00 Other Charges Messenger Courier Service 20.00 Publication Cost Court Commercial 250.26 Record 3/18 and 3/25/09 ads Carmel INDOT Installment Notes Publication Cost Indiana Newspapers, Inc. 246.00 3/26/09 classified ad Official Notice of Intent Noblesville Ledger Publication Cost Indiana Newspapers, Inc. 282.00 3/26/09 classified ad Official Notice of Intent 798.26 TOTAL THIS INVOICE 19,515.26 f �v 00035130 000013 CITY OF CARM ELREDEVELOP MENT COMMISSION Page 1 2008 LEASE REVENUE BONDS (ROAD PROJECTS) Date Name Description Hours 04/01/09 Larry J. Stroble Conducted research regarding COIT issues; provided 1.40 analysis to Bruce Donaldson and Matt Morgan. 04/01/09 Bruce D. Donaldson Reviewed materials from Coonrod; considered impact 0.80 of annexation abatement on COIT distribution. 04/01/09 Matthew E.:Morgan Worked on the effect of a tax abatement program on 1.40 COIT distributions; reviewed tax bill examples for the purposes of properly placing tax abatements in the taxing scheme. 04/02/09 Bruce D. Donaldson Had email correspondence with Candy Martin and 0.50 Redevelopment Authority members to schedule CRA meeting; had email correspondence with Councilor Snyder regarding transfer of 2006 bond funds to Keystone project, and reviewed follow up email correspondence from Mayor. 04/03/09 Larry J. Stroble Reviewed the file and met with Curt Coonrod 1.40 regarding the COIT issue. 04/03/09 Bruce D. Donaldson Prepared for and participated in meeting with Coonrod 1.80 and others to discuss annexation abatement impact on COIT distribution, and approach with .DLGF; had phone call with Matthes regarding rating agencies issues relating to GANs. 04/03/09 Matthew E. Morgan Worked on annexation and COIT matters. 1.50 04/08/09 Bruce D. Donaldson Reviewed Pedcor bond documents and had phone call 0.60 with Councilor Snyder regarding ability to use Pedcor bond finds to build parking garage; had email correspondence with CRA members and Martin regarding CRA meeting to authorize transfer of 2006 bond proceeds to Keystone project. 04/1.0/09 Kimberly W. Blanchet Attended to financing matters; reviewed e -mail 0.90 correspondence regarding closing matters; prepared draft of closing documents. 04/10/09 Bruce D. Donaldson Revised Council ordinance approving community 2.00 improvement projects, ran revisions by Mayor, and emailed revised Ordinance to Councilors Snyder and Sharp; prepared draft of CRA resolution authorizing transfer of surplus 2006 CRA bond proceeds to Keystone project, reviewed statute in connection therewith, and emailed draft to Arrensen. 04/13/09 Kimberly W. Blanchet Continued to draft closing documents. 0.70 00035130- 000013 CITY OF CARM:EL REDEVELOPMENT COMMISSION Page 2 2008 LEASE REVENUE BONDS (ROAD PROJECTS) Date Name Description Hours 04/13/09 Bruce D. Donaldson Reviewed email correspondence from Matthes and 1.70 Mayor and had phone call with McGinley regarding S &P rating issue relating to GAN; had additional calls with Matthes and email correspondence with Mayor and McBride; left voice message with Arrensen at B &D regarding CRA resolution authorizing transfer of 2006 bond proceeds to Keystone project; had email correspondence with Brandt Burdick regarding CRA meeting; conferred with Blanchet regarding closing plans on GAN; reviewed voice and email messages from Coonrod regarding results of discussions with DLGF regarding COIT distribution issue relating to annexation abatements. 04/14/09 Kimberly W. Blanchet Prepared City Attorney opinion and Bond Counsel 1.20 opinion; conferred with L. Matthes at Umbaugh regarding financing matters; attended to closing matters. 04/14/09 Larry J. Stroble Reviewed Curt Coonrod's e -mail message; worked on 0.20 strategy for meeting with Department of Local Government Finance. 04/14/09 Bruce D. Donaldson Had email correspondence and phone call with 2.70 McBride regarding Keystone matters; reviewed and revised form of Note for GAN closing; reviewed email correspondence from Arrensen, revised and finalized CRA resolution authorizing transfer of 2006 bond proceeds to Keystone project, and emailed CRA resolution to CRA members; reviewed and revised Bond Counsel opinion for GAN. 04/14/09 Matthew E. Morgan Continued to research annexation and COIT matters. 1.00 04/15/09 Kimberly W. Blanchet Conferred with L. Mathes regarding closing matters; 2.30 prepared draft of closing documents, attended to closing matters; reviewed sale results sent by Umbaugh. 04/15/09 Bruce D. Donaldson Drafted sophisticated investor letter and emailed draft 1.00 to Umbaugh for distribution to bidders; researched which officers at the City have authority to award bid, and had phone call with Matthes to discuss same; had email correspondence with Coonrod regarding COIT annexation abatement issue. 04/16/09 Kimberly W. Blanchet Continued to prepare closing documents; conferred 2.90 with Umbaugh and Tim Dusing, City Securities, regarding closing matters; attended to the same; sent 00035130- 000013 CITY OF CARMEL REDEVELOPMENT COMMISSION Page 3 2008 LEASE REVENUE BONDS (ROAD PROJECTS) Date Name Description Hours closing documents to members of working group; conferred with Diana Cordray regarding the same; cofnerred with Mark Hudson regarding closing matters. 04/16/09 Bruce D. Donaldson Reviewed and revised closing documents and opinions 8.50 for GAN and had numerous conferences in connection therewith; emailed local counsel opinion to Haney; had phone call with Brandt Burdick to prepare for Carmel Redevelopment Authority meeting; prepared for and attended CRA meeting to approve transfer of 2006 road bond proceeds to Keystone project; prepared for and attended Council. Finance Committee meeting relating to approval of COIT bonds for community improvement projects. 04/17/09 Kimberly W. Blanchet Continued to attend to closing matters; conferred with 2.10 L. Mathes regarding closing certificates; revised closing documents; sent documents to City Securities and Umbaugh. 04/17/09 Neal W. Steinbart Reviewed draft of bond counsel opinion. 0.30 04/17/09 Bruce D. Donaldson Gave attention to GAN closing matters; emailed AV 1.30 certificate to Matthes and had follow up phone call with Matthes; revised appropriation ordinance for GAN and emailed revised ordinance to Fine in Clerk Treasurer's office. 04/19/09 Kimberly W. Blanchet Reviewed email correspondence regarding closing 0.30 matters; attended to the same. 04/20/09 Kimberly W. Blanchet Conferred with L. Mathes regarding Certificate of 2.50 Financial Advisor and closing matters; reviewed. Final Closing Letter prepared by Umbaugh; attended to closing matters. 04/20/09 Bruce D. Donaldson Had email correspondence with Mayor and Clerk- 4.50 Treasurer regarding GAN closing matters; prepared for and attended City Council meeting for appropriation hearing and adoption of appropriation ordinance for GAN; preclosed issuance of GAN with Mayor and Clerk- Treasurer in Carmel; reviewed draft of after -sale letter from Umbaugh; had phone call with Haas regarding CRC projects. 04/21/09 Kimberly W. Blanchet Attended to closing matters; conferred with financial 2.60 advisor and purchaser regarding the same; prepared transcript; reviewed closing letter sent by Umbaugh. 00035130- 000013 CITY OF CA:RMEL REDEVELOPMENT COMMISSION Page 4 2008 LEASE REVENUE BONDS (ROAD PROJECTS) Date Name Description Hours 04/21/09 Bruce D. Donaldson Closed INDOT installment payment anticipation loan, ISO and had conferences with Blanchet in connection therewith; had phone call with Les Olds regarding CRC projects included in CO.IT bonds. 04/22/09 Kimberly W. Blanchet Sent IRS Form 8038 -G; prepared transcripts. 2.30 04/23/09 Bruce D. Donaldson Reviewed draft of CRA meeting minutes and emailed 0.20 comments to Martin. Hours Rate Amount Larry J. Stroble 3.00 $495.00 $1,485.00 Neal W. Steinbart 0.30 $440.00 $132.00 Bruce D. Donaldson 27.10 $430.00 $11,65100 Kimberly W. Blanchet 17.80 $260.00 $4,628.00 Matthew E. Morgan 3.90 $210.00 $819.00 TOTALS 52.10 $359.25 $1.8,717.00 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 service rendered, by whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc. Payee Tl'a �61 r�� L.ZF' Purchase Order No. .5 1r 1 Terms Date Due Invoice Invoice Description Amount Date Number (or note attached jhi oice(s) or bill(s)) 5/29 05 17� 2�/ 29 D9 12 3 �i�9 21 Ohl/ /ssds ��o Go 5 12 Og l23 8�9io Total 22 2-Zy.2� 1 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 6 IN SUM OF 1fj�i�s�goa /5, �6 20y- Z/ z� ON ACCOUNT OF APPROPRIATION FOR 7 r /ID Board Members Po# or INVOICE NO. ACCT #!TITLE AMOUNT DEPT. I hereby certify that the attached invoice(s), or 12 y,' 00 bill(s) is (are) true and correct and that the 12 3890 0 86- materials or services itemized thereon for 1238�io �/3 yG000 /5 5'/5.26 which charge is made were ordered and received except 7 /S 2065 Signature D irector of Operations Cost distribution ledger classification if Title claim paid motor vehicle highway fund