HomeMy WebLinkAbout173079 05/27/2009 CITY OF CARMEL, INDIANA VENDOR: 00351368 Page 1 of 1
ONE CIVIC SQUARE WALLACK SOMERS HAAS PC CHECK AMOUNT: $74,851.59
CARMEL, INDIANA 46032 ONE INDIANA SQUARE
;,corY6�. SUITE 1500 CHECK NUMBER: 173079
INDIANAPOLIS IN 46204
CHECK DATE: 5/27/2009
DEPA RTMENT A PO NUMBER INVOICE NUMBER AM OUNT DESCRIPTIO
902 4340000 14597 3,907.51 LEGAL FEES
902 4460810 14598 615.01 SHAPIRO'S
902 4460812 14599 230.63 O'MALIA'S
902 4460814 14600 1,768.15 STREET DEPT FACILITY
902 4460821 14.603 3,997.53 CAC
902 4460804 14604 307.50 FIRST INDIANA
902 4460805 14605 3,228.78 RETAIL SITE #5
X 902 4460862 14606 1,340.63 SW BLOCK OF MAIN /RANG
"`902 4460807 14607 8,981.30 PERFORMING ARTS CENTE
902 4460892 14609 2,063.76 APOSTOLIC CHURCH SITE
402 4460849 14613 37,202.00 TUESDAY MORNING
902 4460807 14614 11,208.79 PERFORMING ARTS CENTE
E
Wallack Somer Haas, dated May 7 2009
Invoice No. Parcel Line Item Amount
14597 General Matters 4340000 3,907.51
14614 Parcel 7C 4460807 11,208.79
14598 Parcel 10 4460810 615.01
14599 Parcel 12 4460812 230.63
14600 Parcel 14 4460814 1,768.15
14603 Parcel 21 4460821 3,997.53
14604 Parcel 4460804 307.50
14605 Parcel 4460805 3,228.78
14606 Parcel 62 4460862 1,340.63
14607 Parcel 7A 4460807 8,981.30
14609 Parcel 92 4460892 2,063.76
14613 Parcel 49 4460849 37,202.00
Total 74,851.59
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231 -9000 Fax: 317/231 -9900
City of Carmel Redevelopment Commission May 07, 2009
One Civic Square
Carmel, IN 46032 Matter: caimisc
Inv 14597
Attention: Mr. Les Olds
RE: General Matters
FEES EXPLANATION ATTY HRS
Apr -06 -09 Address parking ordinance; Emails with T. Perkins; Attend KPH 1.50
to CRC account access and records; Calls and emails with R.
Carter.
Apr -07 -09 Projects meeting with J. Brainard, L. Olds, S. Mielke, and J. KPH 0.50
Shoup; Address meeting issues.
Attend meeting with J. Brainard, L. Olds, S. Mielke, and K. JRS 0.50
Haas.
Apr -14 -09 Conference with L. Olds, re: various issues. KPH 0.50
Apr -15 -09 Attend to administrative matters; Meeting preparation. KPH 0.50
Apr -16 -09 Attend to administrative, notice, and agenda issues; Calls KPH 1.00
and emails.
Apr- 1.7 -09 Multiple calls. KPH 0.50
Apr -20 -09 Attend to administrative matters; Review statutes governing KPH 1.25
executive sessions and informal gatherings; Explanatory
emails to R. Carter and A. Stumpf.
Apr -27 -09 Review emails from S. Mielke, re: vendor's contracts; RRW 1.25
Review and revise same; Call with S. Mielke, re: same.
Apr -28 -09 Review and revise service contracts; Telephone calls with S. RRW 1.00
Mielke, re: same.
Apr -29 -09 Review financial information; Prepare for and attend KPH 2.50
financial plan update meeting with L. Olds, S. Mielke, C.
Coonrod, and S. Lilly; Prepare for and attend. executive
session and special meeting.
Draft professional services contracts; Email same to S. RRW 1.75
Mielke.
Apr -30 -09 Attend to administrative matters; Calls and emails. KPH 0.50
Review email from A. Stumpf, re: notice of public meetings; RRW 0.50
Research open door law; Email A. Stumpf, re: same.
May -01 -09 Attend to administrative matters. KPH 0.75
Totals 14.50
Total Fees $3,907.51
Total Disbursements $0.00
Total Fees and Disbursements $3,907.51
Previous Balance $3,015.65
Previous Payments $3,015.65
Balance Due Now $3,907.51
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317 /231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter:;annparcel7c
Cannel, IN 46032
Inv 14614
Attention: Mr. Les Olds
RE: Parcel 7C
FEES EXPLANATION ATTY HRS
Apr -06 -09 Address theater use; Extended memo and email to C. Lynn; KPH 2.75
Calls and emails; Address SEP holdover /delayed
completion; Extended memo and email, re: same; Attend to
alternative developer financing arrangements.
Apr -07 -09 Attend to swap requirements; Projects meeting with J. KPH 1.00
Brainard, L. Olds, S. Mielke, and J. Shoup; Address meeting
issues.
Attend meeting with J. Brainard, L. Olds, S. Mielke, and K. JRS 0.50
Haas.
Apr -08 -09 Address theater use issues; Consider coordinated and KPH 1.75
cooperative use structures; Address Mercantile bank
underwriting issues and tax increment pledge questions;
Calls and emails.
Apr -09 -09 Address theater use issues; Calls; Extended memo and email KPH 2.00
to W. Brans; Attend to alternative developer financing
arrangements and Mercantile underwriting issues.
Apr -10 -09 Review notes and file; Extended memo and email to W. KPH 1.75
Brans; Calls and emails.
Review and revise loan documents for garage and theater JRS 1.50
elements.
Attend to asset valuation; Telephone call with M. Worthley; RRW 0.75
Revise same.
Apr -11 -09 Emails, re: Mercantile Bank; Review notes and file. KPH 0.25
Apr -12 -09 Address theater use issues; Review and revise use KPH 3.00
spreadsheet; Extended memo and email to W. Brans;
Additional emails; Detennine tax increment pledges,
priorities, and availability; Prepare spreadsheet.
Apr -13 -09 Determine tax increment pledges, priorities, and availability; KPH 2.25
Prepare spreadsheet; Prepare responses to Mercantile
underwriting questions; Attend to garage and theater element
loan documents; Conference with J. Shoup; Ernails.
Review email, re: proposed theater usage; Review and revise JRS 4.50
loan documents for garage and theater elements.
Apr -14 -09 Meeting preparation; Attend to alternative developer KPH 5.25
financing arrangements; Meeting with L. Olds, W. Brans,
and J. Shoup to prepare for meeting with Civic
representatives; Meeting with Civic representatives, L. Olds,
W. Brans, and J. Shoup; Follow -up conference with L. Olds
and W. Brans.
Review and revise loan documents for garage and theater JRS 5.00
elements; Attend meeting with L. Olds, W. Braun, and K.
Haas in preparation for meeting with Civic team; Attend
meeting with L. Olds, W. Braum, Civic team, and K. Haas.
Apr -15 -09 Conference call with B. Donaldson, re: responses to KPH 3.75
Mercantile underwriting questions; Emails; Civic meeting
follow -up; Prepare for Mercantile meeting; Review
responses to Mercantile questions; Prepare spreadsheets and
charts; Meeting with D. Weber, K. Murphy, and J. Rush;
Prepare for and attend executive session and regular meeting.
Review and revise loan documents for garage and theater JRS 0.75
elements.
Totals 36.75
Total Fees $11,208.79
Total Disbursements $0.00
Total Fees and Disbursements $11,208.79
Previous Balance $16,682.50
Previous Payments $12,412.57
Balance Due Now $15,478.72
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317 /231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter:marmparce110
Cannel, IN 46032 Inv 9: 14598
Attention: Mr. Les Olds
RE: Parcel 10
FEES EXPLANATION ATTY HRS
Apr -15 -09 Prepare for and attend executive session and regular meeting. KPH 0.75
Apr -17 -09 Multiple calls. KPH 0.50
May -04 -09 Calls and emails; Assemble and provide financial KPH 0.75
information to First Financial and L. Britton.
Totals 2.00
Total Fees $615.01
Total Disbursements $0.00
Total Fees and Disbursements $615.01
Previous Balance $2,383.13
Previous Payments $2,383.13
Balance Due Now $615.01
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317 /231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter:marmparcell2
Carmel, IN 46032
Inv 14599
Attention: Mr. Les Olds
RE: Parcel 12
FEES EXPLANATION ATTY HRS
May -05 -09 Meeting preparation; Weekly projects meeting with B. KPH 0.75
Cordingley and Pedcor projects team; Projects meeting with
J. Brainard, L. Olds, and S. Mielke; Address parking garage
conveyance, turn -over, and management issues.
Totals 0.75
Total Fees $230.63
Total Disbursements $0.00
Total Fees and Disbursements $230.63
Previous Balance $523.75
Previous Payments $523.75
Balance Due Now $230.63
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317 /231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matten-,artnparcel14
Carmel, N 46032 Inv 14600
Attention: Mr. Les Olds
RE: Parcel 14
FEES EXPLANATION ATTY HRS
Apr -15 -09 Prepare for and attend executive session and regular meeting. KPH 0.75
Apr -21 -09 Attend to project and funding issues; Meetings and KPH 0.75
conferences.
Apr -23 -09 Outline terms of Merrill leases agreement; Conference with KPH 2.00
J. Shoup; Attend to issues, re: Harrill and street department
parcels; Calls.
Apr -24 -09 Calls and emails. KPH 0.25
Apr -27 -09 Attend to agreement, re: Merrill property leases. KPH 0.25
Apr -29 -09 Prepare for and attend executive session and special meeting. KPH 0.75
May -04 -09 Attend to Merrill property leases; Conference call with L. KPH 0.50
Olds and S. Mielke; Conference with R. Wilmering.
May -05 -09 Projects meeting with J. Brainard, L. Olds, and S. Mielke; KPH 0.50
Address Merrill property leases issues.
Totals 5.75
Total Fees $1,768.15
Total Disbursements $0.00
Total Fees and Disbursements $1,768.15
Previous Balance $461.25
Previous Payments $461.25
Balance Due Now $1,768.15
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231 -9000 Fax: 317/23 1 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter ;armparcel.21
Cannel, IN 46032 Inv 4: 14603
Attention: Mr. Les Olds
RE: Parcel 21
FEES EXPLANATION ATTY HRS
Apr -07 -09 Projects meeting with J. Brainard, L. Olds, S. Miel-e, and J. KPH 0.50
Shoup; Address meeting issues.
Attend meeting with J. Brainard, L. Olds, S. Mielke, and K. JRS 0.50
Haas.
Apr -13 -09 Outline terms of Stenz project agreement extension; KPH 1.00
Conference with J. Shoup.
Conference with K. Haas, re: amendment to project JRS 0.50
agreement.
Apr -15 -09 Prepare for and attend executive session and regular meeting. KPH 0.75
Draft amendment to project agreement. JRS 2.00
Apr -16 -09 Attend to project agreement amendment; Conference with J. KPH 0.75
Shoup.
Draft amendment to project agreement. JRS 2.50
Apr -20 -09 Conference with J. Shoup. KPH 0.25
Telephone call with L. Earnest, e: amendment to project JRS 0.50
agreement; Conference with K. Haas, re: same.
Apr -21 -09 Attend to project and funding issues; Meetings and KPH 0.75
conferences.
Apr -23 -09 Attend to Fifth Third loan extension; Assemble remaining KPH 0.75
financial materials; Emails with T. Gill.
Attend to Fifth Third loan extension; Assemble remaining KPH. 0.50
financial materials; Emails with T. Gill.
Apr -28 -09 Attend to Stenz project agreement extension. KPH 0.25
Apr -29 -09 Prepare for and attend executive session and special meeting. KPH 1.00
May -05 -09 Projects meeting with J. Brainard, L. Olds, and S. Mielke; KPH 0.50
Address condo sales and CAM payment issues.
Totals 13.00
Total Fees $3,997.53
Total Disbursements $0.00
Total Fees and Disbursements $3,997.53
Previous Balance $1,860.64
Previous Payments $1,860.64
Balance Due Now $3,997.53
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317 /231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter: carmparcel4
Cannel, IN 46032
Inv 14604
Attention: Mr. Les Olds
RE: Parcel
FEES EXPLANATION ATTY HRS
Apr -07 -09 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Follow up on meeting
issues.
Attend weekly projects meeting with Pedcor projects team. JRS 0.50
Totals 1.00
Total Fees $307.50
Total Disbursements $0.00
Total Fees and Disbursements $307.50
Previous Balance $86.50
Previous Payments $0.00
Balance Due Now $394.00
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231 -9000 Fax: 317/231 -9900
City of Cannel May 07, 2009
One Civic Square
Suite 140 Matter: carmparcel5
Carmel, IN 46032
Inv 14605
Attention: Mr. Les Olds
RE: Parcel
FEES EXPLANATION ATTY HRS
Apr -07 -09 Meeting preparation; Weekly projects meeting with B. KPH 1.00
Cordingley and Pedcor projects team; Follow up on meeting
issues.
Attend weeklyprojects meeting with Pedcor projects team. JRS 0.50
Apr -08 -09 Address Veterans Way construction costs and contractual KPH 1.00
obligations; Prepare sample cost sheet; Calls and emails.
Apr -09 -09 Attend to Veterans Way construction costs and Pedcor cost KPH 1.00
sheet; Address bond issues; Conference call with Pedcor
group.
Confrence call with Pedcor group, re: project issues. JRS 0.75
Apr -16 -09 Attend to Veterans Way construction costs; Conference call KPH 2.75
with D. Khrone, R. Brown, and J. Shoup; Conference call
with L. Olds; Prepare for and attend finance committee
meeting; Follow -up conferences; Emails.
Conference call with Pedcor group, re: project issues. JRS 0.25
Apr -17 -09 Meeting follow -up; Calls and emails. KPH 0.75
Apr -20 -09 Attend to Veterans Way funding; Emails; Review notes and KPH 1.25
file; Explanatory email to R. Sharp, re: contractual
obligations.
Apr -21 -09 Attend to project and funding issues; Meetings and KPH 0.75
conferences.
May -04 -09 Attend to Veterans Way financing and funding; Conference KPH 0.50
call with L. Olds.
Totals 10.50
Total Fees $3,228.78
Total Disbursements $0.00
Total Fees and Disbursements $3,228.78
Previous Balance $2,844.40
Previous Payments $2,844.40
Balance Due Now $3,228.78
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter:;armparcel62
Cannel, IN 46032 Inv i#: 14606
Attention: Mr. Les Olds
RE: Parcel 62
FEES EXPLANATION ATTY HRS
Apr -09 -09 Address additions to acquisitions list; Check statutory KPH 0.50
requirements; Conference call with L. OIds; Conference with
R. Wilmering.
Discuss process for adding property to acquisition list with RRW 0.50
K. Haas; Research same.
Apr -13 -09 Draft project agreements for Calabrese and Ferrin; RRW 2.00
Telephone call with M. Worthley, re: parking project
agreements.
Apr -14 -09 Draft project agreement and parking easement agreements RRW 1.75
for Calabrese, Ferrin, and Merrill; Telephone calls with M.
Worthley, re: same; Email same to M. Worthley, J. Meunier,
and D. Barker.
Apr -15 -09 Attend to acquisition list and condemnation matters; KPH 0.25
Conference with R. Wilmering.
Discuss additions to acquisition list with K. Haas; Draft RRW 0.75
Ferrin grant of right of first refusal.
May -01 -09 Review and reply to emails fi•om M. Worthley, re: status of RRW 1.00
Ferrin, Merrill and Calabrese agreements; Review letter from
J. Meunier, re: Ferrin agreements; Telephone calls with M.
Worthley and J. Meunier, re: same.
Totals 6.75
Total Fees $1,340.63
Total Disbursements $0.00
Total Fees and Disbursements $1,340.63
Previous Balance $693.13
Previous Payments $693.13
Balance Due Now $1,340.63
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317 /231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter: -,armparcel7a
Carmel, IN 46032
Inv 14607
Attention: Mr. Les Olds
RE: Parcel 7A
FEES EXPLANATION ATTY HRS
Apr -06 -09 Attend to alternative developer financing arrangements; KPH 0.75
Calls and emails.
Apr -07 -09 Attend to swap requirements. KPH 0.50
Apr -08 -09 Address Mercantile bank underwriting issues and tax KPH 0.75
increment pledge questions; Calls and emails.
Apr -09 -09 Attend to alternative developer financing arrangements and KPH 0.50
Mercantile underwriting issues.
Review and revise loan documents for PAC elements. JRS 2.25
Apr -10 -09 Calls and emails. KPH 0.50
Review and revise loan documents for PAC elements. JRS 4.50
Apr -11 -09 Entails, re: Mercantile Bank; Review notes and file. KPH 0.25
Apr -12 -09 Determine tax increment pledges, priorities, and availability; KPH 1.00
Prepare spreadsheet.
Apr -13 -09 Determine tax increment pledges, priorities, and availability; KPH 1.25
Prepare spreadsheet; Prepare responses to Mercantile
underwriting questions.
Apr -14 -09 Meeting preparation; Attend to alternative developer KPH 0.75
financing arrangements.
Apr -15 -09 Conference call with B. Donaldson, re: responses to KPH 2.00
Mercantile underwriting questions; Emails; Prepare for
Mercantile meeting; review responses to Mercantile
questions; Prepare spreadsheets and charts; Meeting with D.
Weber, K. Murphy, and J. Rush.
Apr -17 -09 Attend to alternative developer financing arrangements; KPH 0.75
Calls with bankers.
Apr -20 -09 Attend to Crider non payment claim; Emails. KPH 0.50
Apr -21 -09 Attend to project and funding issues; Meetings and KPH 0.50
conferences.
Review notification of disputed claim from S. Strawbridge RRW 0.25
and verified statement of amount due and notice of
contractor's default from Crider Crider.
Apr -22 -09 Attend to Mercantile underwriting issues and alternative KPH 1.00
developer financing arrangements.
Discuss claims and notice fiom Crider and Hagennan with RRW 0.25
K. Haas; Email K. Altice and M. Anderson, re: same.
Apr -23 -09 Attend to Mercantile underwriting issues and alternative KPH 0.50
developer financing arrangements; Calls and emails.
Apr -27 -09 Review emails from M. Anderson, re: Crider notice of RRW 0.50
default by Hagerman; Email M. Anderson, re: same; Review
CRC's contract with Hagennan and Hagerman invoices;
Telephone call with M. Worthley, re: same.
Apr -28 -09 Telephone call with M. Worthley, re: Hagerman/Crider RRW 0.25
disputed claim; Review and reply to email from K. Altice, re:
same.
Apr -29 -09 Prepare for and attend executive session and special meeting. KPH 1.00
Apr -30 -09 Attend to alternative developer financing arrangements and KPH 1.75
lender requirement; Address underwriting issues; Calls;
Meeting with Mercantile Bank representatives, J. Rush and
B. Donaldson.
May -01 -09 Attend to alternative developer financing arrangements and KPH 0.75
lender requirements; Address underwriting issues; Calls.
May -04 -09 Attend to alternative developer financing arrangements and KPH 0.25
projects funding; Conference with L. Olds.
Attend to executive session issues and preparation; Attend to KPH 1.50
Crider claim and Hagerman objection; Conference call with
L. Olds; Conference with R. Wilmering.
Review perfonnance and payments bonds for Hagerman; RRW 1.75
Discuss Hagerman and Crider notices with K. Haas;
Telephone call with T. Pastore, re: same; Draft letter to S.
Strawbridge, re: same; Leave voicemail message for S.
Strawbridge; Draft notice to Safeco.
May -05 -09 Meeting preparation; Weekly projects meeting with B. KPH 3.00
Cordingley and Pedcor projects team; Address alternative
developer financing arrangements; Address Mercantile Bank
loan approval; Conference with J. Rush; Attend executive
session.
Telephone call with S. Strawbridge, re: Hagerman and RRW 1.50
Crider; Email S. Strawbridge, re: same; Telephone call with
K. Haas, re: same; Email K. Altice; Telephone calls with K.
Altice; Draft notice letter to Safeco; Email same to L. Olds;
Review and reply to email from S. Mielke, re: same,
Totals 31.00
Total Fees $8,981.30
Total Disbursements $0.00
Total Fees and Disbursements $8,981.30
Previous Balance $6,336.93
Previous Payments $6,336.93
Balance Due Now $8,981.30
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231 -9900
City of Cannel May 07, 2009
One Civic Square
Suite 140 Matter:;armpareel92
Carmel, IN 46032
Inv 14609
Attention: Mr. Les Olds
RE: Parcel 92
FEES EXPLANATION ATTY HRS
Apr -09 -09 Address condemnation rights and issues; Check statutory KPH 0.50
requirements; Conference call with L. Olds; Conference call
with R. Wilmering.
Review email from M. Worthley, re: Gary Trust offer; RRW 3.75
Research condemnation; Telephone call with M. Worthley,
re: same; Discuss same with K. Haas; Review email from M.
Worthley, re: trailer use; Telephone call with M. Worthley,
re: same; Draft letter, re: same; Draft condemnation memo.
Apr -10 -09 Research condemnation; Draft memo, re: same; Telephone RRW 2.25
call with G. Zubek, re: same.
Apr -13 -09 Draft condemnation memo; Telephone call with M. RRW 0.75
Worthley, re: RFP and site plan.
Apr -15 -09 Address condemnation issues; Conference with R. KPH 1.25
Wilmering; Meeting preparation; Attend executive session
and regular meeting.
Discuss condemnation with K. Haas. RRW 0.25
Apr -21 -09 Attend to project and funding issues; Meetings and KPH 0.75
conferences.
Totals 9.50
Total Fees $2,063.76
Total Disbursements $0.00
Total Fees and Disbursements $2,063.76
Previous Balance $267.66
Previous Payments $261.88
Balance Due Now $2,069.54
Wallack Somers Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231 -9000 Fax: 317/231 -9900
City of Carmel May 07, 2009
One Civic Square
Suite 140 Matter:;armparcel49
Carmel, IN 46032 Inv 9: 14613
Attention: Mr. Les Olds
RE: Parcel 49
FEES EXPLANATION ATTY HRS
Mar -18 -09 Prepare for and attend executive session and regular meeting; KPH 11.25
Attend to deed escrow and VFW issues; Attend to project
agreement and loan document issues; Conferences with J.
Shoup and R. Wilmering; Multiple calls and emails; Attend
to loan document and installment contract revisions; Attend
to access and use declaration and garage stacking
declaration; Revise same; Closing preparations.
Review email from N. Evans, re: VFW lease; Review RRW 5.50
revised VFW lease; Discuss interagency acknowledgment
with K. Haas; Draft same; Email same to M. Worthley and
L. Olds; Telephone call with M. Worthley, re: VFW lease;
Discuss same with K. Haas; Review and reply to emails from
T. Lord, re: closing documents; Draft sales disclosure form.
Mar -19 -09 Attend to project agreement and loan document issues; KPH 9.25
Conferences with J. Shoup and R. Wilmering; Multiple calls
and emails; Attend to loan document and installment
contract revisions; Closing preparations; Attend closing.
Review and revise documents; Prepare for and attend JRS 9.75
closing.
Review and reply to emails from T. Lord, re: sales disclosure RRW 3.00
form and closing; Leave voicemail message for T. Lord, re:
same; Revise sales disclosure form; Review revised loan
documents; Discuss same with K. Haas; Review and reply to
emails from M. Worthley, re: VFW lease.
Mar -20 -09 Closing wrap -up; Meeting with D. Williams and N. Welch; KPH 4.50
Attend to funding and wires; Multiple calls and emails.
Telephone call with M. Worthley, re: VFW lease. RRW 0.25
Mar -23 -09 Post closing activities; Contamination claims meeting with KPH 1.50
G. Silver; Conference with R. Wilmering, re: VFW
temporary lease.
Discuss VFW lease with K. Haas; Revise same; Email same RRW 0.50
to M. Worthley.
Mar -24 -09 Attend to Regions funding; Calls and emails. KPH 0.25
Review and revise right -of -way loan documents. JRS 1.50
Review emails from M. Worthley, re: VFW lease; Telephone RRW 0.50
call with M. Worthley, re: same.
Mar -25 -09 Attend to parking garage and right -of -way loans; KPH 1.75
Conferences with J. Shoup; Emails; Attend to Regions loan
documents; Review and consider comments to same from D.
Williams.
Review and revise right -of -way loan documents and send JRS 3.25
out.
Telephone call with M .Worthley, re: VFW lease; Telephone RRW 0.75
call with A. Klineman, re: same; Review and reply to email
from A. Klineman, re: same.
Mar -26 -09 Address Regions loan document comments and revisions; KPH 3.25
Conferences with J. Shoup.
Review comments to loan documents; Conferences with K. JRS 6.50
Haas, re: same; Review and revise loan documents.
Revise VFW lease; Email same to A. Klineman and D. RRW 2.25
Coots; Draft assignment of lease; Email salve to D. Coots;
Draft acknowledgment of assignment; Review and reply to
emails from A. Klineman and D. Coots, re: same.
Mar -27 -09 Attend to project and funding issues; Multiple calls. KPH 0.75
Attend to post closing matters, including preparing, JRS 6.25
assembling, and attaching exhibits; Conference call with D.
Williams, J. Pieters, and K. Haas; Review and revise loan
documents.
Review email from D. Coots, re: termination of term sheet RRW 1.50
for Apostolic Church; Discuss same with K. Haas and J.
Shoup; Draft termination of term sheet; Email same to D.
Coots, Revise VFW lease, acknowledgment and assignment;
Telephone call with M. Worthely, re: same; Email same to
D. Coots and A. Klineman; Discuss contamination claims
with K. Haas.
Mar -28 -09 Attend to ancillary document exhibits; Emails. KPH 0.25
Mar -31 -09 Conference with L. Olds, re: project and VFW issues. KPH 0.25
Review email from A. Klineman, re: VFW lease; Revise RRW 0.75
same; Email same to A. Klineman and D. Coots; Leave
voicemail for M. Worthley, re: patriot engineering and
contamination infonnation; Prepare closing binder.
Apr -01 -09 Attend to ancillary document exhibits; Attend to design KPH 0.75
refinement and schedule; Attend to finalizing ancillary
documents.
Review and reply to emails from M. Worthley, re: VFW RRW 2.50
lease; Revise acknowledgment and assignment; Email same
to A. Klineman and D. Coots; Review email from M.
Worthley, re: Patriot reports; Review Patriot reports;
Telephone call with M. Casper, re: same; Telephone call
with N. Welch, re: chain of title; Telephone call with G.
Silver, re: environmental litigation; Review Hearthview
agreements for environmental release; Telephone call with
K. Haas, re: same; Email J. Scimia, re: same.
Apr -02 -09 Attend to VFW temporary lease and relocation issues; KPH 1.25
Attend to release of and claims against Hearthview; Multiple
emails.
Attend to post- closing matters, including preparing, JRS 4.75
assembling, and attaching exhibits; Attend to emails, re: loan
documents; Draft site work easement; Review and revise
parking management agreement.
Apr -03 -09 Attend to ancillary documents; Conferences with J. Shoup. KPH 0.75
Review and revise parking management agreement; JRS 6.75
Conference with K. Haas.
Review and reply to emails from J. Scimia and K. Haas, re: RRW 0.25
Hearthview releases.
Apr -06 -09 Address parking management and ancillary document issues; KPH 1.25
Conferences with J. Shoup.
Review and revise parking management agreement; Draft JRS 6.50
memorandum of parking management agreement; Review
and revise plaza stacking declaration.
Apr -07 -09 Attend to Region loan documents; Conferences with J. KPH 1.50
Shoup; Projects meeting with J. Brainard, L. Olds, S. Mielke,
and J. Shoup; Address meeting issues.
Attend meeting with J. Brainard, L. Olds, S. Mielke, and K. JRS 3.50
Haas; Review comments to loan documents; Revise loan
documents and send out; Draft and send emails, re: revised
loan documents.
Apr -08-09 Attend to Regions loan document issues and disbursements; KPH 2.00
Attend to project declarations; Conference with J. Shoup;
Extended issues memo and email to D. Williams; Calls and
emails; Conference call with L. Olds.
Attend to emails; Review and revise loan documents; Send JRS 3.50
final drafts of loan documents to J. Ullom; Conference with
K. Haas, re: loan documents; Draft plaza stacking
declaration.
Review email from N. Welch, re: chain of title; Email same RRW 0.25
to G. Silver; Meet with N. Welch, re: same.
Apr -09 -09 Attend to Regions loan document issues; Conferences with J. KPH 1.25
Shoup; Calls and emails; Conference with E. Miner.
Attend to emails from D. Williams; Draft plaza stacking JRS 4.25
declaration; Review and revise tri -party agreement.
Apr -10 -09 Address Regions loan document issues; Extended memo and KPH 2.00
email to D. Williams; Extended memo and email to J.
Ullom; Calls and emails.
Attend to emails from D. Williams; Draft plaza stacking JRS 0.75
declaration.
Apr -11 -09 Attend to VFW project agreement issues; Emails. KPH 0.50
Apr -13 -09 Attend to right -of -way documents; Attend to VFW project KPH 1.00
agreement; Conferences with J. Shoup; Calls and emails.
Review VFW project agreement; Conference with K. Haas, JRS 2.25
re: same; Draft and send email to J. Pieters, re: same.
Attend to VFW lease; Email to J. Pieters, re: same; RRW 1.00
Telephone call with M. Worthley, re: same, utility easement,
and right -of -way description; Calls with A. Klineman, re:
VFW lease.
Apr -14 -09 Conferences with J. Shoup; Attend to Regions loan KPH 0.25
documents and right -of -way documents.
Attend to emails, re: VFW project agreement; Prepare and JRS 2.75
send emails, re: remaining exhibits to documents from
March closing; Prepare and attach exhibits to closing
documents; Review revised VFW project agreement; Attend
to email from J. Ullom, re: loan documents; Conferene with
K .Haas.
Review email fiom A. Klineman, re: VFW lease; Telephone RRW 0.25
call with M. Worthley, re: same; Email Klineman, re: same.
Apr -15 -09 Attend to Regions loan documents and right -of -way KPH 0.25
documents.
Review revised VFW agreement; Prepare and send email to JRS 1.25
J. Pieters, re: same; Attend to emails from J. Pieters and D.
Coots.
Review and reply to email from J. Bomke, re: environmental RRW 0.25
cleanup invoices; Email same to G. Silver; Email M.
Worthley and J. Pieters, re: VFW lease.
Totals 128.75
Total Fees $37
Total Disbursements $0.00
Total Fees and Disbursements $37,202.00
Previous Balance $37,616.18
Previous Payments $37,598.20
Balance Due Now $37,219.98
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
W ic"1 1(c C &6w-& F g Purchase Order No.
Q.. tunL• ��c �cse S v Terms
�PJ�iPYLGti9J �cJ =C_) O� Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
7 Vie, Cc
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
VO. UCHER NO. WARRANT NO.
ALLOWED 20
IN SUM OF
ON ACCOU IATION FOR
�Ilo lk-
Q0zMX
Board Members
Po# or INVOICE NO. ACCT #/TITLE AMOUNT
DEPT. I hereby certify that the attached invoice(s), or
C1 0 2- r14 X 51.59 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
Q Z 20 `1
Signature
Director of Operations
Cost distribution ledger classification if Title
claim paid motor vehicle highway fund