HomeMy WebLinkAboutBARNES & THORNBURG, LLP -001712 -3/17/2011 Transmittal Sheet Page 1
Carmel Redevelopment Comm
Burnes& Thornburg, LLP Check: 1712
11 South Meridian Street Date: 3/17/2011
Indianapolis, IN 46204-3535 Vendor: BARN001
Prior
Invoice P.O. Num. Invoice Amt Balance Retention Discount Amt. Paid
1307652 22.25 22.25 0.00 0.00 22.25
2010 lease revenue bonds
1355532 252.00 252.00 0.00 0.00 252.00
PAC bond issue
1355533 12,315.50 12,315.50 0.00 0.00 12,315.50
general matters
1355535 651.00 651.00 0.00 0.00 651.00
VOG financings
1355536 4,004.00 4,004.00 0.00 0.00 4,004.00
meridian and main
1362495 3,826.45 3,826.45 0.00 0.00 3,826.45
PAC bond issue
1362496 2,184.00 2,184.00 0.00 0.00 2,184.00
general matters
1362497 3,763.56 3,763.56 0.00 0.00 3,763.56
meridian and main
1376637 2,414.36 2,414.36 0.00 0.00 2,414.36
legal services Dec 2010
1383478 102.00 102.00 0.00 0.00 102.00
PAC bond issue
1383479 2,013.00 2,013.00 0.00 0.00 2,013.00
Pedcor financing
1383480 2,375.00 2,375.00 0.00 0.00 2,375.00
general matters
1383481 580.00 580.00 0.00 0.00 580.00
Meridian and Main
34,503.12 34,503.12 0.00 0.00 34,503.12
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 October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355535
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000016
VILLAGE ON THE GREEN FINANCINGS
For legal services rendered in connection with the above matter
for the period ending September 30, 2010 as described on the attached detail.
Fees for Services $ 651.00
TOTAL THIS INVOICE $ 651.00
Director of Redevelopment/ 3 14676'a6
00035130-000016 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
VILLAGE ON THE GREEN FINANCINGS
Date Name Description Hours
09/17/10 Neal W. Steinbart Considered questions from Wilmering concerning debt 0.60
service reserve fund.
09/20/10 Neal W. Steinbart Considered questions asked by Wilmering concerning 0.80
debt service reserve fund.
Fees for Services Total $ 651.00
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 October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355535
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000016
PAYABLE UPON RECEIPT -
f'
Fees for Services �$ 651.00
Other Charges $ 0.00
"st
TOTAL THIS INVOICE $ 651.00
4 i \
-,40 O.
\t„
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank,Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 November 24, 2010
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1362496
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000015
GENERAL REDEVELOPMENT MATTERS
For legal services rendered in connection with the above matter
for the period ending October 31, 2010 as described on the attached detail.
Fees for Services $ 2,184.00
TOTAL THIS INVOICE $ 2,184.00
Director of Redevelopment / '3 y606e)
-00036130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
10/05/10 Bruce D. Donaldson Reviewed Council ordinance restricting Mayor 0.50
appointments to CRC and had related discussions re:
same.
10/06/10 Bruce D. Donaldson Had conferences regarding needed research on 0.50
Council ordinance purporting to restrict Mayor's
appointments to CRC.
10/07/10 Bruce D. Donaldson Conferred with Haas, finalized letter to CRC 0.50
addressing whether Council approval of CRC budget
is legally required, and emailed letter along with Haas
letter to Ron Carter and to Briane House.
10/08/10 Bruce D. Donaldson Had email correspondence with House regarding issue 0.20
relating to Council approval of CRC budgets.
10/11/10 Bruce D. Donaldson Had email correspondence with Mayor, Carter and 0.80
Haas regarding advice letter on whether City Council
is required to approve CRC budgets; had voice and
email correspondence with Olds regarding release of
PAC reserve fund upon completion of project.
10/15/10 Bruce D. Donaldson Reviewed draft 501(c)(4) application and list of 0.40
needed items, forwarded same to Haas, and had follow
up email correspondence with Haas and others.
10/19/10 Bruce D. Donaldson Had email correspondence with Shaver, Haas and 0.40
McVicker, and conferred regarding 116th Street
Centre project.
10/28/10 Bruce D. Donaldson Prepared for and attended meeting with Haas, 1.50
Cordingley and Ralph McGinley of Oppenheimer to
discuss potential release of Pedcor TIF to larger TIF
program and related issues.
Fees for Services Total $ 2,184.00
BARNES & THORNBURG LLP
it
11 South Meridian Street
Indianapolis,Indiana 46204-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION November 24, 2010
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1362496
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000015
PAYABLE UPON RECEIPT
A.
IL 7
it
A,
Fees for Services 2,184.00
Other Charges $ 0.00
TOTAL THIS INVOICE $ 2,184.00
S.
"%, ‘i,.
IL,
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street,Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire, please indicate invoice number on wire to:
Fifth Third Bank,Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355533
30 W. MAN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000015
GENERAL REDEVELOPMENT MATTERS
For legal services rendered in connection with the above matter
for the period ending September 30, 2010 as described on the attached detail.
Fees for Services $ 12,315.50
TOTAL THIS INVOICE $ 12,315.50
Director of Redevelopment 13 4Oooa
LX7ft,er7 f5V //( '7‘ .(-7
0003'5130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
09/01/10 Bruce D. Donaldson Prepared for and attended meeting with Haas, Paul 2.30
Estridge and Frank Hoffman at Wallack Somers &
Haas to discuss potential donation to PAC project; had
follow up meeting with Estridge and Hoffmand and
reviewed follow up email correspondence.
09/03/10 Kimberly W. Blanchet Conferred with Jill Zaniker from ADDBAC re: 1.10
merchant service matter; sent J. Zaniker requested
information for such matter.
09/03/10 Bruce D. Donaldson Finalized and sent email to Haas with legal analysis of 0.30
State sales tax exemption issue for CRC installment
contract projects.
09/08/10 Bruce D. Donaldson Had meeting with Karl Haas to discuss structuring 2.80
options for financing energy center and related tax
issues, and to discuss status of 116th Street Centre
project, and reviewed related email correspondence
from Hardin and Shoup; researched tax issues relating
to prior use of PAC bond proceeds on energy center;
reviewed Oppenheimer term sheet, prepared for and
participated in conference call with Oppenheimer and
Haas to discuss plan of finance for energy center; had
follow up call with Ullom.
09/14/10 Neal W. Steinbart Considered tax issues concerning energy center 1.80
financing.
09/14/10 Bruce D. Donaldson Reviewed email correspondence from Hardin and had 1.80
follow up email correspondence with Haas and Shoup
regarding 116th Street Centre project; reviewed
revised term sheets from Oppenheimer for energy
center financing, and related email correspondence
from Haas, and had follow up email correspondence
with Haas; drafted email memo addressing tax issues
relating to certificates of participation; prepared for
and participated in conference call with Oppenheimer
and Haas to discuss energy center financing; reviewed
PAC bond provisions relating to timing of first lease
rental payment date and exchanged voice messages
with Stephanie in Coonrod's office regarding same.
09/15/10 Bruce D. Donaldson Reviewed draft of ED Plan Supplement for 116th 2.00
Street Centre project, and emailed comments to
Shaver; had follow up email correspondence with
Matthes; prepared draft of CRC Declaratory
Resolution creating separate TIF allocation area for
116th Street Centre project, and emailed draft to
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 2
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
working group; drafted Plan Commission resolution
approving Plan Supplement and had related email
correspondence with Hardin.
09/16/10 Neal W. Steinbart Considered issues concerning energy center financing. 0.40
09/16/10 Bruce D. Donaldson Reviewed and responded to email correspondence 2.00
from Haas and Shaver regarding 116th Street Centre
project; had related call with Shaver; reviewed
additional email correspondence from Haas and
Matthes; conferred with Hollibaugh and Dierckman
regarding getting on agenda for next Plan Commission
meeting; had email correspondence with Haas
regarding cancellation of CRC meeting and had follow
up correspondence with working group; revised and
finalized CRC resolution and Plan Commission
resolution approving supplemental plan and TIF for
116th Street Centre; considered ability to refinance
energy center on a tax-exempt basis.
09/17/10 Bruce D. Donaldson Revised and finalized CRC resolution and Plan 1.70
Commission resolution approving plan supplement
and separate TIF area for 116th Street Centre, and
emailed respective resolutions to staff with
instructions for meetings; reviewed latest revisions to
plan supplement and had related email correspondence
with Shaver; reviewed latest draft of Project
Agreement; exchanged voice messages with Steve
Hardin regarding developer participation in CRC and
Plan Commission meetings.
09/20/10 Bruce D. Donaldson Reviewed email correspondence from Matthes, Haas 1.60
and Mayor regarding deal points for 116th Street
Centre project, and had follow up email
correspondence with Shaver; had email
correspondence with Hardin regarding maximum term
of TIF area and bonds; reviewed extensive additional
emails from Hardin, Haas and Shaver, and had phone
calls with Haas and Shaver, regarding outstanding
issues on 116th Street Centre TIF; had phone call with
Haas to discuss issues raised by legal opinion tendered
to City Council regarding oversight of CRC.
09/20/10 Anneliese V. Williams Reviewed financing request and current issues 0.10
regarding 116th Street project agreement.
09/21/10 Bruce D. Donaldson Reviewed various emails from Haas, Shaver, Matthes 2.50
and Hardin regarding outstanding issues on 116th
Street Centre project; had voice and email
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 3
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
correspondence with McVicker regarding agenda for
CRC meeting; had voice and email correspondence
with Hardin regarding presentations at CRC and Plan
Commission meetings; prepared for and attended CRC
and Plan Commission meetings for consideration of
116th Street Centre project.
09/22/10 Bruce D. Donaldson Had multiple phone calls with Ron Carter and phone 1.20
calls with Mayor and Briane House regarding issue as
to whether CRC budget must be approved by the City
Council, and had follow up email correspondence with
Mayor, Carter and Haas; had phone call with Hardin
regarding deal terms for 116th Street Centre project;
09/23/10 Richard C. Starkey Reviewed opinion. 0.30
09/23/10 Bruce D. Donaldson Reviewed additional email correspondence from Haas, 2.50
Matthes and Shaver regarding 116th Street Centre
project; reviewed and responded to email
correspondence from Mayor and Carter regarding
various CRC matters; had phone call with Dan Nelson
regarding sale of energy center; had phone with Weiss
and conference call with Weiss and Matthes regarding
116th Street Centre project; prepared draft advice
letter to CRC addressing whether CRC budget is
required to be approved by City Council, and emailed
draft to Haas.
09/24/10 Bruce D. Donaldson Had phone call with Shaver regarding 116th Street 1.80
Centre project; prepared for and participated in
conference call with Haas, Matthes, Woolery
(Oppenheimer) and Dan Nelson, to discuss potential
refinancing of energy center, and had follow up
conference with McGinley; reviewed comments from
Haas to advice letter regarding Council approval of
CRC budget, revised letter and emailed revised draft to
Haas.
09/27/10 Bruce D. Donaldson Emailed copy of Dedolow case to Haas with 0.20
comments relative to Council oversight of CRC
budget.
09/28/10 Bruce D. Donaldson Had email correspondence with Haas regarding legal 0.50
opinions relating to Council approval of CRC budget;
reviewed email correspondence from Dan Nelson
regarding participation of Community Facility Partners
participation in energy center financing, had related
email correspondence with Haas and left voice
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 4
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
message with Otten at Bose McKinney.
09/30/10 Bruce D. Donaldson Had phone call with Carter, left voice message and 0.50
had phone call with Haas, and had email
correspondence with Mayor, regarding proposed
Council ordinance to restrict Mayor appointees to
CRC.
Fees for Services Total $ 12,315.50
- BARNES & THORNBURG LLP
it South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355533
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000015
PAYABLE UPON RECEIPT ACI:k
Fees for Services . 12,315.50
Other Charges `, $ 0.00
- 01*****
TOTAL THIS INVOICE,, .
- $ 12,315.50
re
lftla... £�
s
ill-
W
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire, please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383480
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000015
GENERAL REDEVELOPMENT MATTERS
For legal services rendered in connection with the above matter
for the period ending January 31, 2011 as described on the attached detail.
Fees for Services $ 2,375.00
TOTAL THIS INVOICE $ 2,375.00
Director of Redevelopment J 3 e/G900
IG��
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
01/04/11 Bruce D. Donaldson Had phone call with Haas regarding potential 0.40
structures for refinancing of Pedcor TIF bonds, and to
discuss status of potential TIF for 116th Street Centre.
01/12/11 Bruce D. Donaldson Had phone call with Dinwitty regarding 116th Street 0.40
Centre project and ability to reimburse prior
expenditures from bond proceeds, and had related
discussion with Haas.
01/13/11 Bruce D. Donaldson Had phone call with Mayor's assistant; reviewed 0.70
article on new Redevelopment Commission
legislation, and discussed same in call and email
correspondence with Haas to prepare for meeting with
Senator Kenley.
01/20/11 Bruce D. Donaldson Reviewed introduced version of Senate Bill 550 1.00
imposing council restrictions on redevelopment
commissions, and prepared and emailed summary to
Mayor, Haas and London Witte; worked on talking
points for meeting with Senator Kenley, and had
related email correspondence with Mayor and phone
call with Haas.
01/21/11 Bruce D. Donaldson Had email correspondence with Mayor and Haas 0.30
regarding meeting with Senator Kenley to discuss SB
550.
01/25/11 Bruce D. Donaldson Performed detailed review and analysis of SB 550, and 2.00
updated talking points thereon; had phone call with
Haas; had meeting with Mayor and Haas to prepare for
meeting with Senator Kenley; had follow up call with
Haas post-meeting.
01/31/11 Bruce D. Donaldson Had email correspondence with Weiss and Shaver 0.20
regarding potential 116th Street Centre project.
Fees for Services Total $ 2,375.00
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383480
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000015
PAYABLE UPON RECEIPT
Fees for Services ,= 2,375.00
Other Charges 0.00
,,,.. "PI*
TOTAL THIS INVOICE :4 $ 2,375.00
4
..40.\...,. 4 \,,
100
To remit payments by check,please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street,Indianapolis,Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank,Indianapolis,IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 January 31, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1376637
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000015
GENERAL REDEVELOPMENT MATTERS
For legal services rendered in connection with the above matter
for the period ending December 31, 2010 as described on the attached detail.
Fees for Services $ 2,343.00
Other Charges
Publication Cost - Indianapolis Star - 11/4/10 36.57
classified -Notice of Public Hearing
Publication Cost- Indianapolis Star- 11/6/10 34.79
classified - Public Hearing Meridian & Main
$ 71.36 n�
TOTAL THIS INVOICE $ 2,414.36
Director of Redevelopment >7°a
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
12/06/10 Timothy J. Riffle Reviewed tax issues associated with Estridge gift 1.80
designation proposal.
12/06/10 Bruce D. Donaldson Considered proposed transaction with Estridge, 1.50
discussed research with Haas, and had additional email
correspondence and had phone call with Haas
regarding release of PAC reserve fund moneys.
12/08/10 Bruce D. Donaldson Reviewed correspondence from trustee and Worthley 0.50
regarding release of PAC reserve fund moneys, and
had follow up email correspondence with Worthley
and phone call with Haas.
12/09/10 Bruce D. Donaldson Had phone call with Les Olds regarding release of 0.20
PAC reserve fund moneys and agenda for next CRC
meeting.
12/10/10 Bruce D. Donaldson Had email correspondence with Haas, Worthley and 0.50
Wilmering regarding release of PAC reserve fund.
12/16/10 Bruce D. Donaldson Had email correspondence and phone call with 0.30
Higgins regarding release of PAC reserve fund
moneys.
Fees for Services Total $ 2,343.00
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 January 31, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1376637
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000015
PAYABLE UPON RECEIPT 1
Fees for Services ', 2,343.00
Other Charges
A., *14014,
$ 71.36
TOTAL THIS INVOICE $ 2,414.36
o
It
.4,... ,
To remit payments by check,please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire, please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355536
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000017
MERIDIAN & MAIN PROJECT
For legal services rendered in connection with the above matter
for the period ending September 30, 2010 as described on the attached detail.
Fees for Services $ 4,004.00
TOTAL THIS INVOICE S 4,004.00
Director of Redevelopment I
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(5i 6
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00035130-000017 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
MERIDIAN & MAIN PROJECT
Date Name Description Hours
09/08/10 Bruce D. Donaldson Conferred with Haas regarding TIF pledge issue 0.20
relating to Meridian & Main TIF bonds.
09/15/10 Bruce D. Donaldson Reviewed and revised Declaratory Resolution 2.50
amending Old Meridian EDA and Plan for Meridian&
Main project, and emailed draft to working group;
reviewed latest draft of ED Plan Supplement and
emailed comments to Shaver; had follow up email
correspondence with Matthes; reviewed and revised
Plan Commission resolution approving Plan
Supplement and had related email correspondence
with Hardin.
09/16/10 Bruce D. Donaldson Reviewed and responded to email correspondence 1.80
from Haas and Shaver regarding Meridian & Main
project; had related call with Shaver; reviewed
additional email correspondence from Haas and
Matthes; conferred with Hollibaugh and Dierckman
regarding getting on agenda for next Plan Commission
meeting; had email correspondence with Haas
regarding cancellation of CRC meeting and had follow
up correspondence with working group; revised and
finalized CRC resolution and Plan Commission
resolution approving supplemental plan and TIF for
Meridian & Main.
09/17/10 Bruce D. Donaldson Finalized CRC resolution and Plan Commission 2.20
resolution approving plan supplement and separate
TIF area for Meridian & Main, and emailed respective
resolutions to staff with instructions for meetings;
reviewed latest revisions to plan supplement and had
related email correspondence with Shaver; reviewed
latest draft of Project Agreement; exchanged voice
messages with Steve Hardin regarding developer
participation in CRC and Plan Commission meetings.
09/21/10 Bruce D. Donaldson Prepared for and attended meetings of CRC and Plan 1.80
Commission to approve amendments to Old Meridian
EDA plan to incorporate Meridian & Main project,
and to create separate TIF allocation area for Meridian
& Main.
09/30/10 Bruce D. Donaldson Had voice and email correspondence with Steve 0.30
Hardin and worked on schedule for Council approval
of Meridian & Main TIF area.
Fees for Services Total $ 4,004.00
!-00035130-000017 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 2
MERIDIAN & MAIN PROJECT
J
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 October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355536
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000017
PAYABLE UPON RECEIPT
Fees for Services �' 4,004.00
Other Charges $ 0.00
1 \
TOTAL THIS INVOICE $ 4,004.00
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis, IN, Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires, ABA#074908594 for ACH
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383481
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000017
MERIDIAN & MAIN PROJECT
For legal services rendered in connection with the above matter
for the period ending January 31, 2011 as described on the attached detail.
Fees for Services $ 580.00
TOTAL THIS INVOICE $ 580.00
Director of Redevelopment /*S''‘,"1/V- C°
00u°.5130-000017 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
MERIDIAN & MAIN PROJECT
Date Name Description Hours
01/14/11 Bruce D. Donaldson Prepared for and attended meeting with Haas, Hardin, 0.80
and Moore, to discuss bond financing plan for
Meridian & Main, and had follow up discussions with
Haas.
01/14/11 Anneliese V. Williams Prepared for and attended meeting with Karl Haas, 0.80
Steve Hardin and Mark Moore regarding process for
approval and sale of bonds.
Fees for Services Total $ 580.00
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383481
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000017
PAYABLE UPON RECEIPT
Fees for Services, 580.00
Other Charges $ 0.00
440:
TOTAL THIS INVOICE ; $ 580.00
To remit payments by check,please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 November 24, 2010
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1362495
30 W. MAN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000006
PERFORMING ART CENTER BOND ISSUE
For legal services rendered in connection with the above matter
for the period ending October 31, 2010 as described on the attached detail.
Fees for Services $ 2,961.00
Other Charges
Copying Charges 15.45
Filing Fees - United States Treasury - Filing 850.00
fee for Form 1024 (501)(c)(4)
$ 865.45
TOTAL THIS INVOICE S 3,826.45
F �yaDoO
Director of Redevelopmenr�
00035130-000006 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
PERFORMING ART CENTER BOND ISSUE
Date Name Description Hours
10/15/10 Kimberly W. Blanchet Revised Form 1024; prepared Attachments to Form 2.30
1024 and Additional Information request; sent such
request to City officials.
10/22/10 Kimberly W. Blanchet Attended to Form 1024 Filing and Attachments; 1.40
conferred with Karl Haas re: the same.
10/26/10 Kimberly W. Blanchet Reviewed information provided by Karl Haas re: Form 1.40
1024; revised Form 1024 and Attachment document.
10/27/10 Kimberly W. Blanchet Conferred with Karl Haas and Matt Worthley re: IRS 1.40
Form 1024, Form 8718 and Form 2848; Completed
and filed with IRS Form 1024, Form 8718 and Form
2848.
10/27/10 Kimberly W. Blanchet Revised Form 1024 and prepared Form 8718; Prepared 2.90
Additional Information document to file with Form
1024; conferred with Karl Haas re: financial
information required for Form 1024; Prepared letter to
IRS.
Hours Rate Amount
Kimberly W. Blanchet 9.40 $315.00 $2,961.00
TOTALS 9.40 $315.00 $2,961.00
.
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 November 24, 2010
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1362495
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000006
A.
PAYABLE UPON RECEIPT
Irl'A Fees for Services 2,961.00
Other Charges \� $ 865.45
TOTAL THIS INVOICE *111114*1
$ 3,826.45
ik\\I C/1,..
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires, ABA#074908594 for ACH
STATEMENT OF ACCOUNT
BARNES & THORNBURG LLP
1 1 S. Meridian Street
Indianapolis, IN 46204-3535
E.I.N. 35-0900596
(317)236-1313
Monday, October 18, 2010
CITY OF CARMEL REDEVELOPMENT COMMISSION
ATTN: DON CLEVELAND, FINANCE MANAGER
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032
To keep you advised of the status of your account with Barnes & Thornburg, we are
providingyouu with a list of all outstanding invoices from our firm as of Monday, October 18,
2010. Any invoices less than thirty days old are not yet past due under our billing policies but
have been listed for your information. Any payments received after this date are not reflected on
this statement. The following lists the invoices for each matter Brian L. Burdick has handled for
you.
Date Invoice Original Balance Credits Current Balance
00035130-000013 2010 LEASE REVENUE BONDS (ROAD PROJECTS)
03/31/2010 1307652 $22.25 $0.00 $22.25
Matter Total $22.25
Client Total $22.25
Please return the remittance page with your payment. If you have any questions regarding your
account balance, please contact Brian L. Burdick at the above number or Debbie Davis at
317-231-7430 or debbie.davis @.htlaw.com. Thank you for lets g Barnes & Thornburg serve
you.
Director of Redevelopment/)g y9Goo
1
REMITTANCE
BARNES & THORNBURG LLP
1 I S. Meridian Street
Indianapolis, IN 46204-2525
E.I.N. 35-0900596
(317)236-1313
PLEASE RETURN TI-IIS PAGE WITH YOUR PAYMENT
Monday,October 18,2010
CITY OF CARMEL REDEVELOPMENT COMMISSION
ATTN: DON CLEVELAND,FINANCE MANAGER
30 W. MAIN STREET, SUITE 220
CARMEL,IN 46032
Matter Matter Name Invoice Date Balance Due
00035130-000013 2010 LEASE REVENUE BONDS(ROAD PROJECTS) 1307652 03/31/2010 $22.25
Outstanding Balance Due $22.25
2
j
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 October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355532
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000006
PERFORMING ART CENTER BOND ISSUE
For legal services rendered in connection with the above matter
for the period ending September 30, 2010 as described on the attached detail.
Fees for Services $ 252.00
TOTAL THIS INVOICE $ 252.00
Director of Redevelopment J 3 YO(90
`00035130-000006 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
PERFORMING ART CENTER BOND ISSUE
Date Name Description Hours
09/03/10 Kimberly W. Blanchet Attended to 501(c) application matters. 0.80
Hours Rate Amount
Kimberly W. Blanchet 0.80 $315.00 $252.00
TOTALS 0.80 $315.00 $252.00
BARNES & THORNBURG LLP
11 South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
E.I.N.35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION October 29, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1355532
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000006
PAYABLE UPON RECEIPT
r ., ,,,,,.,
Fees for Services 252.00
Other Charges '_~ :-..$ 0.00
1014..p, .
TOTAL THIS INVOICE , 0.. $ 252.00
41111 8".
To remit payments by check,please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis,Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis,IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383478
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000006
PERFORMING ART CENTER BOND ISSUE
For legal services rendered in connection with the above matter
for the period ending January 31, 2011 as described on the attached detail.
Fees for Services $ 102.00
TOTAL THIS INVOICE $ 102.00
Director of Redevelopment ) it iOO go7
00015130-000006 CITY OF CARMEL REDEVELOPMENT COMMISSION
• ' W Page 1
PERFORMING ART CENTER BOND ISSUE
Date Name Description Hours
01/25/11 Kimberly W. Blanchet Attended to IRS filing matters. 0.30
Hours Rate Amount
Kimberly W. Blanchet 0.30 $340.00 $102.00
TOTALS 0.30 $340.00 $102.00
•
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383478
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000006
PAYABLE UPON RECEIPT
}
Fees for Services , 102.00
Other Charges 0.00
TOTAL THIS INVOICEy T $ 102.00
s'41/4
‘Atp
to
To remit payments by check,please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis, Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank,Indianapolis, IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383479
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000007
PEDCOR DEVELOPMENT FINANCING
For legal services rendered in connection with the above matter
for the period ending January 31, 2011 as described on the attached detail.
Fees for Services $ 2,013.00
TOTAL THIS INVOICE $ 2,013.00
Director of Redevelopment 8-3 y o' o0
.00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION
• Page 1
PEDCOR DEVELOPMENT FINANCING
Date Name Description Hours
01/07/11 Bruce D. Donaldson Reviewed extensive email correspondence from 0.40
Matthes and Haas regarding structure of Pedcor
refinancing; reviewed and responded to email
correspondence regarding trustee.
01/26/11 Neal W. Steinbart Prepared for and participated in conference call with 1.80
working group; considered issues concerning
financing.
01/26/11 Bruce D. Donaldson Reviewed numerous emails describing proposed 2.00
refinancing structure for Pedcor bonds, and had
meeting to discuss same; prepared for and participated
in conference call with Haas and Oppenheimer to
discuss plan of finance; had follow up discussions re:
same.
Fees for Services Total $ 2,013.00
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 28, 2011
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1383479
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000007
PAYABLE UPON RECEIPT
Fees for Services 2,013.00
Amwdist
Other Charges 0.00
TOTAL THIS INVOICE , ` $ 2,013.00
4
.. i
.
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street, Indianapolis,Indiana 46204-3535 U.S.A
To remit payments by wire,please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis,IN,Account Number: 7653510706 SWIFT CODE: FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH
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 November 24, 2010
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1362497
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000017
MERIDIAN & MAIN PROJECT
For legal services rendered in connection with the above matter
for the period ending October 31, 2010 as described on the attached detail.
Fees for Services $ 3,710.50
Other Charges
Copying Charges 43.35
Courier Service - Federal Express - Inv. #7- 9.71
256-40553 - Lois Fine, Deputy Clerk-Treasu
at City of Carmel
$ 53.06
TOTAL THIS INVOICE $ 3,763.56
Director of Redevelopment 1,947, 64'
u, � 0936)
00035130-000017 CITY OF CARMEL REDEVELOPMENT COMMISSION
• Page 1
MERIDIAN & MAIN PROJECT
Date Name Description Hours
10/03/10 Anneliese V. Williams Drafted Council resolution approving plan supplement 0.40
and amendment to allocation area.
10/04/10 Anneliese V. Williams Worked on Council resolution approving amendments. 0.10
10/05/10 Bruce D. Donaldson Conferred and had email correspondence with CRC 0.60
staff and Plan Commission staff to obtain prior
resolutions; had email correspondence with Fine in
Clerk-Treasurer's office regarding Council resolution
and procedures.
10/05/10 Anneliese V. Williams Worked on Council resolution and prepared 0.10
supporting material.
10/06/10 Bruce D. Donaldson Reviewed, revised and finalized Council resolution 1.30
approving Meridian & Main TIF area and plan
supplement, and had related email correspondence
with Fine in Clerk-Treasurer's office; organized
materials for filing with Clerk-Treasurer for Council
meeting; prepared letter to Fine and overnighted
resolution and supporting materials to Fine for
placement on agenda for next Council meeting.
10/07/10 Bruce D. Donaldson Had email correspondence with and emailed additional 0.30
documents to Lois Fine in Clerk-Treasurer's office for
Council meeting; had related email correspondence
with finance team and developer's counsel.
10/18/10 Bruce D. Donaldson Had phone calls with Joe Scimia and Coucilor Rider 5.00
and email correspondence with Shaver and Matthes in
preparation for City Council meeting; prepared for and
attended City Council meeting for approval of
Meridian & Main supplemental plan and separate TIF
area.
10/19/10 Bruce D. Donaldson Had email correspondence with Shaver regarding next 0.20
steps in approval process and reviewed related emails.
10/19/10 Anneliese V. Williams Researched timing and deadline requirements for 0.20
November rededevelopment commission meeting.
10/28/10 Bruce D. Donaldson Conferred and had email correspondence with Matthes 0.30
regarding schedule for tax impact statement and
confirmatory hearing before CRC.
10/28/10 Anneliese V. Williams Reviewed deadline for redevelopment commission 0.10
meeting to confirm change to allocation area.
Fees for Services Total $ 3,710.50
a
r
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 November 24, 2010
ATTN: DON CLEVELAND, MANAGER OF FINANCE Invoice No. 1362497
30 W. MAN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
00035130-000017
PAYABLE UPON RECEIPT -
Fees for Services �2,a 3,710.50
Other Charges $ 53.06
TOTAL THIS INVOICE, t; $ 3,763.56
.; \
itt
N.
To remit payments by check, please return this page with remittance to:
Barnes&Thornburg LLP, 11 South Meridian Street,Indianapolis,Indiana 46204-3535 U.S.A
To remit payments by wire, please indicate invoice number on wire to:
Fifth Third Bank, Indianapolis,IN,Account Number: 7653510706 SWIFT CODE:FTBCUS3C
ABA#042000314 for wires,ABA#074908594 for ACH