170112 03/18/2009 a CITY OF CARMEL, INDIANA VENDOR: 00351028 Page 1 of 1
ONE CIVIC SQUARE SIMON AND COMPANY INC
CHECK AMOUNT: $3,370.49
CARMEL, INDIANA 46032 1660 L STREET NW, SUITE 501
WASHINGTON DC 20036 CHECK NUMBER: 170112
CHECK DATE: 3/18/2009
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
1160 4341999 962.98 OTHER PROFESSIONAL FE
601 5023990 1,203.75 OTHER EXPENSES
651 5023990 1,203.76 OTHER EXPENSES
ro"A
S IMON AND COMPANY
INCORPORATr_D
Intergovernmental Relations and Federal Affairs
1660 L Street N.W. Suitc 501 Washington, D.C. 20036
(202) 659 -2229 Fax (202) 659 -5234 e -mail: len.simon a simoncompanv.com
February 27, 2009
Mayor James Brainard
One Civic Center Square
Carmel, Indiana 46032
Statement
February 2009
Summary of Ma "or Activities Undertaken in the Last Month
City of Carmel
We forwarded an update on the Obama Administration Email Update regarding the
House passage of the Economic Stimulus bill which also included an analysis of deal
struck between the House and Senate aimed at final passed on economic recovery bill.
We prepared and forwarded an overview and analysis of the stimulus bill weekend
"The American Recovery and Reinvestment Act Overview from a Local Government
Perspective We compiled information and contacted Cabinet Agencies and EPA to
determine, stimulus contact person and early plans, if any, to implement stimulus. We
forwarded two "Recovery Act Implementation Updates" on the COPS and DOT
programs. We also provided information on transportation funding, OMB guidance,
environmental programs and the Energy Conservation and Efficiency Block Grant. We
assisted the Mayor in meeting at the White House with the President, Vice President and
Cabinet officers regarding the implementation of the Recovery Act. We drafted and
submitted scheduling request on behalf of the Mayor to meet with Congressional
Representatives and staff. We attended meetings with Mayor Brainard to meet with
Representative Burton, Senator Bayh and Sen. Lugar's staff regarding the FY10
appropriations and economic stimulus. We prepared FY09 appropriations materials to be
printed rules Committee Explanatory Statement. We prepared and forwarded a grant
memo on information regarding changes to the Transportation Infrastructure Finance
and Innovation Act (TIFIA). We prepared and forwarded a grant memo regarding the
Department of the Treasury announcement of accepting applications for the allocation of
New Market Tax Credits for the Community Development Financial Institutions Fund.
We prepared and forwarded the Washington Friday Report including House Passes
Economic Recovery Plan, Senate Committees Approves Stimulus Plan, Al Gore on
Climate Change, Superfund Legislation Introduced, Secretary Napolitano on Homeland
Security Reform, The Minority Leader Speaks, Congratulations, Tim Quinn!; A
Stimulating Week, Indeed, Appropriations Season Begins, The Return of SCRIP, Climate
Change Drive Resumes, White House Faith -Based Initiative, Welcome Deputy
Secretary Designate Sims, Lugar: Raise the Gas Tax, Who's Who in the Obama
Administration Historic Economic Recovery Program Poised for Passage,
Congratulations, Congressman Dingell, Transit Surge Creates Operating Dilemma, About
the Economy, Thanks, Mayor Brainard, New Treasury TARP Plan Includes Housing,
The President's Mayor, The President in Elkhart, Welcome Eileen Winkelman; Recovery
Act the Law of the Land, Recovery from a Local Government Perspective, Job One:
Recovery Act Implementation, Mayors in the White House, Preventing Housing
Foreclosures, White House Urban Policy Office and Leadership Profiles. Education and
Economics.
Professional Services for the Month of February 2009 .......................$833.00
Expenses (see attached summary and receipts 28.6 ........................$129.98
TOTAL AMOUNT DUE ........................$96298
LEONARD S. SIMON
President
SIMON AND COMPANY, INC.
Carmel Expenses Summa
February 2009
EXPENSE DATE DESCRIPTION TOTAL
Telephone 01/03/09- 02/02/09 Long Distance Charges $0.80
Applicable Taxes
Postage 01/23/09 02/20/09 Postage Due $42.94
Photocopy 01/23/09- 02/20/09 Photocopying Expenses $131.55
Travel Expenses 02/25/09- 02/26/09 Roundtrip airfare to $279.20
Carmel for City Hall
Briefing on Economic
Recovery Program
TOTAL CARMEL $454.49
EXPENSES:
Spr int Customer Account Number Bill Period Bill Date
Leonard Simon 671644612 Jan 03- Feb 02 Feb 06, 2009 1 0 0f 15
Call details
(202) 647 -9234 (Continued)
Date Time Phone Call Destination Rate Type Minutes Total
Number Used Charges
125 ;411.16-40% AM 202 559 2229 WASHINGTON DC fiU
126 01/16 11 :15 AM 202- 680 -0450 Incoming PU 1
127 _{i11i6 i] 16AM "YniceMail` WASHtNGTQNI7C PU j
128 01/16 12:41 PM Unavailable Incoming PU 2
129 ;01116 Di 01 PM -.8$$ 354`(1094 loll Free Galt PU 25
130 01116 03:25 PM VoiceMail WASHfNGTON,DC PU 1
131 ::01116 Q32SPM VniceMa01' WASHINGTNDC Ft} -3_
132 01116 03:28 PM VoiceMail WASHINGTON,DC PU 1
133 Dif16 Q3:29 PM ,2Q2 659 2229 WASHINGTON DC PU 16_:
134 01116 03:55 PM 800-433-7300 Toll ree Call PU
f 1
135 Q1116 03:56 PM 800 433 7300 T611 J ree Cal{' PU
136 01116 04:07 PM 202- 659 -2229 WASHINGTON,DC PU
5
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137 {}1116 04'21 PM 202 514 2064 WASHINGTON DC PU 5_
r 138 01116 04:29 PM 800- 625 -4491 Toll Free Call PU 33
n 139 11f16 -05fl2 PM lfniceMad Wl1SHINGTOIV DC PU f
n 140 07116 0 02 PM 510-326-4860 OKLD MN PD CA PU 2 U
m 141 _Oif16 #15 fl4 PM 916 871 U494 RS1!LMAIN CA PU 2:
d 142 01116 05:05 PM 916 871 -0494 Incomi CW1PU 3
143 t1i116 fly 07 PM itoIceMad WASHENGTON DC PU
144 01116 05A I PM 317-43 1 7477 INDIANAPLS IN PU 2
145 WTI fly i2 PM 253 381 0018 TACOMA WA PU 4
A 146 01116 05:26 PM Unavailable Incoming PU 1
147. 0527 PM 916 719 7147 Incomng CW /p13 1..
148 01116 05:27 PM Unavailable Incoming CW /PU 1
149 XI1fifi 0527 PM 16- 19 1f47 Incorrung CNf /Pll' 1
150 01116 05:28 PM 916 -719 -7147 Incoming PU 1
151 X1116 16529 PM 1Jnavadable Incorrnng CWlplj 1
152 01116 05 :35 PM 317-431-7477 fNDIANAPLS,IN PU 6 1 Q
153 .01 1116 fly 40 PM 9:16 ?7 9 7141 SCRM MAIN CA PU
2
154 01116 05:45 PM 801- 560 -3988 SALT LAKE,UT PU 2
155 b -1/16 06 32 PM 253 381 0018 Inca rung ?U 1
156 01/16 06:43 PM 253- 381 -0018 In coming PU 1
157 atfi6 0650 PM 253 381 0018 Incomng PU 1---
158 01116 06:58 PM 253 -381 -0018 TACOMA WA PU 3
159 i►116 fl711 PM 2112 659 2229 WASf11NGTDN't3C PU 1
160 01116 10:17 PM 253 381 -0018 TACOMA,WA NW /PU 30
161 111116 10 46 PM 301 557 6299 OETHESDA MD' tdW /PU 2
162 01117 08 :27 AM 253 -381 -0018 TACOMA,WA NW1PU 1
163 03117 09 S6 AM .949 322 5333 SADLf8KV1Y CA NWfPU 2
164 01117 10:45 AM 202- 680 -0450 WASHINGTON,DC NW /PU 2
165 41117 12 31 PM 8-600. TEXIPIGTON KY NW /PU 1
166 01117 12:37 PM 253 381 -0018 TACOMA,WA NW /PU 1
PU Plan/Promotional Usage CW Call Waiting NW Night and Weekends
Page I of 3
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LEONARDS SIMON LAA-00128904476 03723386251863
11A 9A
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LEONARDS SIMON
W4 659-2229 (202) 607—SY34
itinerary and Fare Information
c Af r lvl� FN9�"! arld
4:" 26 Feb 20M 6:23 PM 25 Feb 2009 Flight 3271 M E.b. 175 Nleal: None
n, DC (Reagan) Indianapolis, IN Class* Coach On -Time: NIA Travel Time: I h 50 rn
An ivr-
iigiii
6 3 26 Feb 2 and 0'-
:53 PM 26 Feb 2009 8:26 PM 26 Feb 2009 F light 3228 -tails
I nd ia napo l is, I k '71 Embrier 175 Meal: None
Indianapolis, IN Washington, DC (Reagan) Class: Coach On -Time: NIA Travel Time: 1 h 33 m
ra
Flight operated by Republic Airlines doing business as US Airways Express
Summary (11 Passenger)
Base Fare $258.00
$2120
2-for-1
Las Vegas 51WWs Grand Total Hide Dv!laiis $279.20
L)jnInq Ittr&-110ris
Passenger Type A dult
Base Fare
DCA to IND Fare Basis GXR7NA2Y
$12 0
"Sairiv-66M
https://www.usairways.com/awa/booking/confinnafion-aspx 2/16/2009
Confirmation Page 2 of 3
IN U110 UI:A i ba515 liAK NAZ T 4P1 ZU.UU
Adjusted Base Fare $240.00
Tax_ US Domestic Percentage $18 -00
Fare $268.00
Tax: US Domestic Segment $7.20
September 11 Security Fee $5.00
Fee: US Passenger Facility Charge $9.00
Total Per Passenger $279.20
Number of Passengers 1
Total by Passenger Type $279.20
rears and Gonclitionb
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passenger. The new itinerary wilt be priced at the lowest available published fare at the time of change,
which may result in a fare increase.
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of issue.
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U.S. territories.
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https://www-usairways.com/awa/booking/confirtnafion.aspx 2/16/2009
Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Form No. 201 (Rev. 7995)
CITY OF CARMEL
3/16/09
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
Simon Company Purchase Order No.
1660 L. Street N.W., Ste 501 Terms
Washington, D.C. 20036 Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
2127/09 Stmt Professional services for February 2009 $962.98
Total $962.98
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.
3/16/09
ALLOWED 20
Simon Company IN SUM OF
1660 L Street NW, Ste 501
Washington, D.C. 20036
962.98
ON ACCOUNT OF APPROPRIATION FOR
1160 Mayor 4341999
Other Professional Fees
Board Members
PO# or INVOICE NO. ACCT #/TITLE AMOUNT
DEPT. I hereby certify that the attached invoice(s), or
Stmt 434 1999 1962.98 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
20
J
Sign re
Cost distribution ledger classification if
Title
claim paid motor vehicle highway fund
SIMON AND COMPANY
INCORPORA`I"LD
Intergovernmental Relations and Federal Affairs
1660 L Street N.W. Suite 501 Washington, D.C. 20036
(202) 659 -2229 Fax (202) 659-5234 e -mail: Ien.simon n sinioncompany.coin
February 27, 2009
Mayor James Brainard
One Civic Center Square
Carmel, Indiana 46032
Statement
February 2009
Summary of Ma'or Activities Undertaken in the Last Month
Professional Services for the Month of 2009 ......................$2,083.00
Expenses (see attached summary and receipts 71.4% .......................$324.51
TOTAL AMOUNT DUE ......................$2,407.51
F
LEONARD S. SIMON
President
5224 WARRANT ALLOWED Prescribed by State Board of Accounts City Form No. 201 (Rev 1995)
ACCOUNTS PAYABLE VOUCHER
IN SUM OF CITY OF CARMEL
ANY INC.
W., Ste 501 An invoice or bill to be properly itemized must show, kind of service, where
20036 performed, dates of service rendered, by whom, rates per day, number of units,
price per unit, etc.
stewater Utility Payee
357028
F APPROPRIATION FOR SIMON COMPANY INC. Purchase Order No.
1660 L Street, N.W., Ste 501 Terms
Washington, DC 20036 Due Date 3/10/2009
Board members
Invoice Invoice Description
ACCT AMOUNT Audit Trail Code Date Number (or note attached invoice(s) or bill(s)) Amount
3/10/2009 022709 $1,203.76
i. 01- 7360 -08 $1,203.76
r;
y
P
I
)r Total $1,203.76 f hereby certify that the attached invoice(s), or bill(s) is (are) true and
,orrect and I have audited same in accordance with IC 5- 11- 10 -1.6
edger classification if
ehicle highway fund -311 1/1-5
Date Officer
i
S IMON AND COMPANY
INCORPORA rED
Intergovernmental Relations and Federal Affairs
1660 L Street. N.W. Suite 501 Washington, D.C. 20036
(202) 659 -2229 Fax (202) 659 -5234 e-mail: len.sinton a simoncompasry. can
February 27, 2009
Mayor James Brainard
One Civic Center Square
Carmel, Indiana 46032
Statement
February 2009
Summary of Major Activities Undertaken in the Last Month
Carmel Utilities
We forwarded an update on the Obama Administration Email Update regarding the
House passage of the Economic Stimulus bill which also included an analysis of a deal
struck between the House and Senate aimed at final passed on economic recovery bill.
We prepared and forwarded an overview and analysis of the stimulus bill weekend
"The American Recovery and Reinvestment Act- Overview from a Local Government
Perspective We compiled information and contacted Cabinet Agencies and EPA to
determine, stimulus contact person and early plans, if any, to implement stimulus. We
forwarded two "Recovery Act Implementation Updates" on the COPS and DOT
programs. We also provided information on transportation funding, OMB guidance,
environmental programs and the Energy Conservation and Efficiency Block Grant. We
prepared FY09 appropriations materials to be printed rules Committee Explanatory
Statement. We prepared and forwarded a grant memo on information regarding changes
to the Transportation Infrastructure Finance and Innovation Act (TIFIA); Prepared and
forwarded grant memo regarding the Department of the Treasury announcement of
accepting applications for the allocation of New Market Tax Credits for the Community
Development Financial Institutions Fund. We prepared and forwarded the Washington
Friday Report including House Passes Economic Recovery Plan, Senate Committees
Approves Stimulus Plan, Al Gore on Climate Change, Superfund Legislation Introduced,
Secretary Napolitano on Homeland Security Reform, The Minority Leader Speaks,
Congratulations, Tim Quinn!; A Stimulating Week, Indeed, Appropriations Season
Begins, The Return of SCRIP, Climate Change Drive Resumes, White House Faith
Based Initiative, Welcome Deputy Secretary- Designate Sims, Lugar: Raise the Gas Tax,
Who's Who in the Obama Administration Historic Economic Recovery Program Poised
for Passage, Congratulations, Congressman Dingell, Transit Surge Creates Operating
Dilemma, About the Economy, Thanks, Mayor Brainard, New Treasury TARP Plan
Includes Housing, The President's Mayor, The President in Elkhart, Welcome Eileen
Winkelman; Recovery Act the Law of the Land, Recovery from a Local Government
Perspective, Job One: Recovery Act Implementation, Mayors in the White House,
Preventing Housing Foreclosures, White House Urban Policy Office and Leadership
Profiles: Education and Economics.
Professional Services for the Month of 2009 ......................$2,0$3.00
Expenses (see attached summary and receipts 71.4% .......................$324.51
TOTAL AMOUNT DUE ......................$2,407.51
LEONARD S. SIMON
President
VOUCHER 091320 WARRANT ALLOWED
357028 IN SUM OF
SIMON COMPANY INC.
1660 L Street NW, Ste 501
Washington, DC 20036
Carmel Water Utility
ON ACCOUNT OF APPROPRIATION FOR
Board members
3
Ob INV ACCT AMOUNT Audit Trail Code
022709 01- 6360 -08 $1,203.75
1
Voucher Total $1,203.75
Cost distribution ledger classification if
claim paid under vehicle highway fund
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
357028
SIMON COMPANY INC. Purchase Order No.
1660 L Street NW, Ste 501 Terms
Washington, DC 20036 Due Date 3/10/2009
Invoice Invoice Description
Date Number (or note attached invoice(s) or bill(s)) Amount
.:s
3/10/2009 022709 $1,203.75
hereby certify that the attached invoice(s), or bill(s) is (are) true and
-orrect and I have audited same in accordance with IC p 5- 11- 10 -1.6
Date Officer