175591 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