HomeMy WebLinkAboutWALLACK SOMERS & HAAS, P.C.- 003249- 10/18/2012 -
CARMEL REDEVELOPMENT COMMISSION 003249
Wallack Somers & Haas, P.C. Check: 3249
One Indiana Square Date: 10/18/2012
Suite 2300 Vendor: WALLAC01
Indianapolis, IN 46204
Prior
Invoice P.O. Num. Invoice Amt Balance Retention Discount Amt. Paid
See Transmittal Sheet for check detail,
(
135,363.22 135,363.22 0.00 0.00 . 135,363.22
•
•
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sS eE1 Carmel Redevelopment Commission 003249
1 'x '' y 30 West Main Street REGIONS
Suite 220 20-1421/740
•
o`-"""'E Carmel, IN 46032
•
srRW
3249
DATE AMOUNT
10!18/2012 . 135,36322
PAY THE SUM OF ONE HUNDRED THIRTY FIVE THOUSAND THREE HUNDRED SIXTYTHREE.DOLLARS AND 22 CENTS'It'
TO THE
ORDER
i OF Wallack Somers& Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
R ,e
x� „a
11'O032490 r:0740 &42L31: 008750CII / l '
CARMEL REDEVELOPMENT COMMISSION 003249
Wallack Somers& Haas, P.C. Check: 3249
One Indiana Square Date: 10/18/2012
Suite 2300 Vendor: WALLAC01
Indianapolis, IN 46204
Prior
Invoice P.O. Num. Invoice Amt Balance Retention Discount Amt. Paid
See Transmittal Sheet for check detail.
135,363.22 135,363.22 0.00 - 0.00 135,363.22
•
•
-11-$z COMPOTEREASE FORMS DIVISION 477)577.5/91 1-71771 . e)
Transmittal Sheet Page 1
1 Carmel Redevelopment Comm
Wallack Somers& Haas, P.C. Check: 3249
One Indiana Square Date: 10/18/2012
Suite 2300 Vendor: WALLAC01
Indianapolis, IN 46204
Prior
Invoice P.O. Num. Invoice Amt Balance Retention Discount Amt. Paid
19135 3,568.81 3,568.81 0.00 0.00 3,568.81
P7A August 2012
19136 79.38 79.38 0.00 0.00 79.38
P7B August 2012
19137 79.38 79.38 0.00 0.00 79.38
P62 project status meeting
19138 79.38 79.38 0.00 0.00 79.38
P4 projects meetings
19139 54.38 54.38 0.00 0.00 54.38
P21 quitclaim deeds problems
19140 317.51 317.51 0.00 0.00 317.51
P2 meetings
19141 158.76 158.76 0.00 0.00 158.76
P16 meetings
19142 238.14 238.14 0.00 0.00 238.14
P12
19143 79.38 79.38 0.00 0.00 79.38
P11 meetings
19144 927.52 927.52 0.00 0.00 927.52
P10
19145 873.15 873.15 0.00 0.00 873.15
P14
19146 7,612.55 7,612.55 0.00 0.00 7,612.55
P5
19147 4,362.53 4,362.53 0.00 0.00 4,362.53
P49 parking management issues
19148 2,778.14 2,778.14 0.00 0.00 2,778.14
Party Time Rentals P928
19149 22,739.44 22,739.44 0.00 0.00 22,739.44
P7C
19150 21,830.71 21,830.71 0.00 0.00 21,830.71
General CRC Matters
19289 689.39 689.39 0.00 0.00 689.39
P49
19290 4,127.52 4,127.52 0.00 0.00 4,127.52
Party Time Rentals
19291 9,211.92 9,211.92 0.00 0.00 9,211.92
P7C Anderson Birkla
19292 401.26 401.26 0.00 0.00 401.26
P7A
19293 13,731.92 13,731.92 0.00 0.00 13,731.92
P5
19294 79.38 79.38 0.00 0.00 79.38
P10
19296 79.38 79.38 0.00 0.00 79.38
P12
19297 371.89 371.89 0.00 0.00 371.89
P14
19299 79.38 79.38 0.00 0.00 79.38
P2
19304 79.38 79.38 0.00 0.00 79.38
P92
19305 40,732.64 40,732.64 0.00 0.00 40,732.64
General CRC Matters
135,363.22 135,363.22 0.00 0.00 135,363.22
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Mauer::armparcell4
Cannel, IN 46032
Inv #: 19145
Attention: Mr. Les Olds
RE: Parcel 14
FEES EXPLANATION Any FIRS
Aug-06-12 Review proposed resolution authorizing Mayor to submit an KPH 0.50
application for industrial recovery tax credit; Draft and send
response to S. Bowen,re: same.
Aug-07-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; hollow up on meeting issues.
Aug-08-12 Attend to email from S. Bowen, re: resolution allowing JRS 0.25
application for industrial recovery tax credit.
Aug-14-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordinglev and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Prepare for and attend weekly meeting with Pedcor project JRS 0.25
team; Follow up on meeting issues.
Aug-21-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordinglev and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Prepare for and attend weekly meeting with Pedcor project JRS 0.25
team; Follow tip on meeting issues.
Sep-04-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
totals 2.75
trk\O-
Total Fees S873.15
Total Disbursements S0.00
Total Fees and Disbursements S873.15
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis; IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12. 2012
= Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparccl5
Carmel. IN 46032
Inv #: 19146
Attention: Mr. Les Olds
RE: Par:el 5
FEES EXPLANATION ATTY FIRS
Aug-07-12 Meeting preparation; Issues meeting with L. Olds and J. kPl l 0.75
Shoup; Projects status meeting with J. Brainard, L. Olds, and
others; Follow up on meeting issues.
Attend issues meeting with l.. Olds. M. Worthley. and K. JRS 0.25
1-laas: discuss next phase of Pedcor project.
Aug-13-12 Unit conference;Attend to project issues; Follow up on KPH 0.50
conference issues.
Unit meeting: discuss Display Window Agreement with K. RRW 0.25
1-lass.
Aug-14-12 Meeting preparation; Weekly projects meeting with B. KPH 1.25
Cordingley and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Prepare for and attend weekly meeting with Pedcor projects .IRS 0.50
team; Follow up on meeting issues.
Aug-16-12 Attend to emails. re: Nash Building and proposed financing JRS 0.25
of garage by Wells Fargo.
Aug-17-12 Attend to proposed Wells Fargo financing; Conference with KPH 1.00
J. Shoup; Calls and emails.
Aug-20-12 Unit meeting;Attend to garage banners and window KPH 0.50
displays; Follow up on conference issues.
Aug-21-12 Meeting preparation; Weekly projects meeting with 13. KPH 0.50
Cordingley and Pedcor project team; Follow up on meeting
issues.
Prepare for and attend weekly meeting with Pedcor project JRS 0.50
team; Follow up on meeting issues.
Ofr
Aug-22-I2 Draft Display Window Agreement; Email same to M.Aveaitt. RRW 1.25
Aug-23-12 Emails with M. Averitt, re: Display Window Agreement. RRW 0.25
Aug-24-12 Attend to Wells Fargo financing proposal; Calls and emails. KPH 1.00
Attend to emails from J. Rush, re:proceeding with Wells JRS 0.50
Fargo; Attend to emails from K. Haas, re: same.
Aug-28-I2 Revise Display Window Agreement: Email same to M. RRW 1.50
• Averiu; Telephone call with M. Averitt, re: same.
Sep-04-12 Meeting preparation; Weekly projects meeting with B. K.PI1 0.75
Cordingley and Pedeor projects team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
Issues.
Meeting preparation; Projects status meeting with I. KPH 1 .50
Brainard. L. Olds, and others; Follow up on meeting issues;
Unit conference;Attend to Anderson-13irkla deal and
document issues; Follow up on conference issues;
Conference with J. Shoup; Unit conference;Attend to
installment contracts; Follow up on conference issues.
Attend weekly meeting with Pedcor project team; Extended JRS 0.50
discussion of parking issues; Follow up on meeting issues.
Sep-05-12 Attend to emails, re: new and/or amended installment JRS 4.50
contracts and related documents for stairwells; 'telephone
Ball with K. 11aas, re: same; Draft Installment Contract,
Ninth Amendment to NB1 Collateral Assignment, and related
documents for limestone stairs.
Sep-06-]2 Attend to email from J. McClellan, re: Installment Contract. JRS 1.25
Ninth Amendment to NBI Collateral Assignment, and related
documents for limestone stairs; Review comments from J.
McClellan,re: same; Review and revise documents and
prepare execution copies;Attend to email from M. Worthlcy,
re: remaining installment contract amendments and related
documentation.
Sep-10-12 Attend to Council information/documentation requests; KPI-I 0.25
Attend to public disclosures and refinancing structure; Calls,
memos, and emails.
Sep-11-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Follow up on meeting
issues: Conference with L. Olds and J. Shoup.
Attend weekly meeting with Pedcor project team; Follow up JRS 5.00
on meeting issues; Meet with L. Olds and K. Flaas after
Pedcor meeting: discuss Installment Contracts (new and
amended)and related documentation for two staircases;
Begin review of documents Io determine amendments
necessary in connection with construction of staircase using
remaining Regions and Mercantile funds;Draft amendment
to Millwork Installment Contract and related Regions loan
documents; Draft Amendment to PAC Stage Equipment
Installment Contract and related Regions loan documents:
Draft and send email to .I. McClellan, re: same.
Totals 25.00
Total Fees $7,612.55
'total Disbursements S0.00
Total Fees and Disbursements $7,612.55
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone; 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12, 2012
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter:,armparecl49
Carmel, IN 46032
Inv 4: 19147
Attention: Mr. Les Olds
RE; Patccl49
FEES EXPLANATION !CITY FIRS
A112-10-12 Meeting preparation; Parking management agreement KPH 2.00
meeting with E. Ozdemir, 1]. Ponader, 0. Williams, J. Shoup,
and R. Wilmering; Follow up on meeting issues; Calls.
Prepare for and attend meeting with E. Ozdemir, O. Ponader, JRS 2.00
D. Williams, K. Haas, and IC Wilmering, re: management of
Sophia Square garage; Follow up on meeting issues.
Meet with E. Ozdemir, D. Ponader, .0. Williams, K. Haas, RRW 2.00
and J. Shoup.
Aug-I4-12 Meeting preparation; Projects status meeting with J. KPIl 0.50
Brainard, L. Olds, and others; Follow up on meeting issues.
Aug-21-12 Meeting preparation; Projects status meeting with J. KPH 0.50
Brainard, L. Olds, and others; Follow up on meeting issues.
Aug-23-12 Attend to parking management agreement and restroom K.PH 0.50
operations; Calls.
Aug-27-12 Attend to parking management agreement; Unit conference; KPH 1.00
Follow up on conference issues; Calls.
Unit meeting: discuss parking administration agreement with RRW 0.50
K. Haas and J. Shoup; Email 0. Ponader, re: same.
Aug-29-12 Attend to parking management issues; Calls. KPH 0.50
Sep-04-12 Meeting preparation; Weekly projects meeting with B. K.PI'I 0.75
Cordingley and Pedcor projects team; Project status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Attend weekly meeting with Pedcor project team; Extended IRS 025
discussion of parking issues; Follow up on meeting issues.
101r
Entails with M. Worthley, re: status of environmental claims; RR\W 0.25
Telephone call with M. Worthley. re: same.
Sep-05-12 Attend to parking management agreement; Calls and emails. KPH 0.25
Sep-06-12 Attend to parking management agreement; Calls and entails. KPH 0.50
Sep-10-12 Review notes and file; Meeting preparation; Meeting with E. KPH 2.00
Ozdemir, D. Ponader. D. Williams, and R. Wilmering;
Follow up on meeting issues; Calls and emails.
• Meeting with E. Ozdemir, D. Williams. D. Ponader and K. RAW 1.25
Haas, re: parking administration agreement.
Sep-11-12 Meet with L. Olds and K. I laas: discuss management and JRS 0.25
expenses with respect to Sophia Square garage.
Totals 1 5.00
Total Fees 54,362.53
Total Disbursements $0.00
Total Fees and Disbursements $4,362.53
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12, 2012
• Cannel Redevelopment Commission
30 West Main Street, Suite 220
Mailer: carmparty
Cannel. IN 46032
Inv 19143
Attention Mr. Les Olds
RE: PTR
FEES EXPLANATION ATTY MRS
Aug-07-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Aug-08-12 Attend to deal status; Consider alternatives for refinancing; KPH 1.00
Conference with A. Woods: Calls.
Conference with K. I lass. ALW 0.50
Aug-21-12 Conference with.l. Rush and K. Haas after weekly Pedcor JRS 0.25
meeting, re: how to proceed with financing.
Aug-23-12 Conference with A. Woods, re: Community Bank extension. KPI-I 0.50
Meeting with K. Haas to discuss extension from Community AI,W 0.50
Bank for Party Time.
Aug-28-12 Attend to loan extension; Calls. KPH 1.00
Sep-07-12 Outline loan extension and title conveyance process and KPH 1.50
terms; Conference with A. Woods.
Conference with K. Haas. ALW 0.75
Sep-11-12 Meeting preparation; Review notes and file; Loan extension KPH 1.50
meeting with D. Thompson and A. Woods; Follow up on
meeting issues.
Meeting with D. Thompson and K. fiaas, re: loan extension. ALW 1.00
Totals 8.75
p
Total Fees 52,778.14
Iota] Disbursements SIL1111
Total Fees and Disbursements 52,778.14
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 3 1 7/23 I-9900
City of Carmel Sep 12, 2012
' Carmel Redevelopment Commission
30 \Vest Main Street, Suite 220 Matter::arntparcel7c
Carmel, IN 46032
Inv N: 19149
Attention: Mr. Les Olds
RE: Paicel 7C
FEES EXPLANATION ATTY FIRS
Aug-03-12 Meeting with K. Haas; Discuss issues raised by J. Abrams in JRS 3.50
voicemail; Telephone calls with K. Haas, re: same; Prepare
summary ofAnderson-Birkla issues; Review documents in
connection therewith; Draft responses to issues; Draft and
send email to .I. Abrams.
Aug-06-12 Attend to Anderson-Birkla deal issues; Meeting preparation; KPH 1.00
Conference with J. Shoup; Calls and emails.
Conference with K. Haas, re: upcoming Mayor's meeting JRS 2.75
with Anderson-Birkla team; Prepare bullet point memo of
issues for discussion at Mayor's meeting with
Anderson-Birkla team;Attend to emails from M. Plassman,
re: status of title;Attend to emails.
Aug-07-12 Meeting preparation; Issues meeting with L. Olds and J. KPH 3.00
Shoup; Projects status meeting with J. Brainard, L. Olds, and
others; Attend to energy center issues, including
consumption payments;Anderson-Birkla project meeting;
Follow up on meeting issues.
Attend meeting with L. Olds, M. Worthley, and K. Haas: JRS 3.00
discuss issues to be addressed in upcoming meeting with
Mayor and Anderson-Birkla team, budgets for the Tarkington
and Studio theaters, income stream from energy center
consumption payments;Attend meeting with J. Brainard, L.
Olds, NI. Worthley, R. Caner, K. Haas, and Anderson-Birkla
team; Attend follow up meeting with J. Brainard, L. Olds, M.
Worthley, R. Carter, T. Birkla, and K. Haas.
OV
Aug-09-12 Attend to energy consumption payments and contracts; KPH 2.50
Attend to James building operations and management;
Attend to payment of shared costs; Calls.
Conference with K. Haas, re: Anderson-Birkla financing, JRS 0.50
likely closing time frame, deal issues, and existence of
mortgage by 4CDC in favor of U113.
Aug-13-12 Unit conference;Attend to project issues; Follow up on KPH 2.00
:otference issues; Attend to energy consumption contracts
and payments; Entails.
• Unit meeting: discuss energy center consumption agreements JRS 0.25
and charges thereunder.
Discuss with K. Haas energy consumption agreements and RRW 0.50
correspondence with the City's attorneys, re: same; Forward
-o K. Haas correspondence and memorandum, re: same.
Aug-14-12 Meeting preparation; Weekly projects meeting with B. KPH 2.75
Cordingley and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues; Meeting, re: Civic Theater issues with C. Dick, R.
Sorbera, D. Knebcl, and J. Shoup.
Meet with L. Olds and K. Haas: dicuss energy center JRS 2.75
consumption agreements and payments; Discuss energy
center retrofit costs;Attend meeting with Civic team and K.
Haas.
Discuss tax exemption and title issues with D. Cleveland. RRW 0.25
Aug-15-12 Meeting preparation; Regular CRC meeting; Follow up on KPII 2.50
meeting issues; Attend to energy center costs and contracts.
Aug-20-12 Unit meeting;Attend to Anderson-Birkla deal/document KPH 2.75
issues;Attend to release of UFB mortgage; Attend to office
space issues and building management/operation; Follow up
on conference issues; Conference with J. Shoup;Attend to
Council information/document requests; Calls and emails.
Unit meeting: discuss upcoming meeting with JRS 0.25
Anderson-Birkla team: discuss need for release of mortgage
in favor of UFB in connection with an Anderson-Birkla
closing.
.Aug-21-12 Meeting preparation; Projects status meeting with J. KPH 2.50
Brainard, L. Olds, and others; Follow up on meeting issues;
Project issues meeting with J.Anderson,A. 13irkla, L. Olds,
M. Worthley, and J. Shoup; Follow up conference; Attend to
Civic Theatre issues; Conference with L. Olds and J. Shoup.
Prepare for and attend meeting with Anderson-Birkla team, JRS 2.50
L. Olds, M. Wonhley, and K. Haas; Follow up on meeting
issues; Draft and send out Amendment to Project Agreement
extending due diligence period;Attend to entails from J.
Abrams, re: same;Attend meeting with L. Olds and N4.
'Northley, re: Energy Center payment issues.
Aug-23-12 Attend to lease term and base year issues;Attend to KPH 2.00
Anderson-Birkla document issues; Conference with J.
Shoup; Calls and entails.
Aug-24-12 Attend to emails, re: amendment to Anderson-Birkla project JRS 0.50
agreement; Attend to email from M. Worthley, re: proposed
revisions to Monon Use Agreement; Telephone call with K.
Haas, re: same.
Aug-27-12 Conference with K. Haas, re: changes to Anderson-Birkla JRS 1.25
-deal structure and additional required documentation.
Telephone call with N. Maw, re: garage contracts and CRC's RRW 0.25
tatutony framework.
Aug-29-12 Attend to deal structure changes; Consider same; Conference KPH 1.00
with J. Shoup; Calls.
Aug-30-12 Outline Mezzanine financing and payment subordination KPH 2.00
• terms; Extended conference with J. Shoup.
Conference with K. Haas, re: documents necessary in JRS 1.50
connection with mezzanine financing and payment
aubordination terns.
Telephone call with M. Worthley, re: garage construction RRW 0.25
contracts.
Sep-04-12 'Unit meeting: Discuss Anderson 13irkla status; Organize JRS 4.25
notes, re: documents necessary in connection with mezzanine
:financing and payment subordination; Conference with K.
Haas, re: same;Attend to email from M. Worthley,re:
documents; Review and revise Energy Consumption
Agreement to convert it from a single document to two
documents.
Sep-05-12 Attend to Anderson-Birkla deal and document issues; KPI-i 1.00
Outline additional deal terms; Conference with.1. Shoup;
Calls and emails.
Telephone call with K. Naas, re: mezzanine financing JRS 2.50
documents; Telephone call with K. Haas; re: request by T.
Perkins and the City Council for Parcel 7C. information;
Locate executed documents that pertain to Parcel 7C; Begin
review of documents necessary to prepare summary. re:
Parcel 7C; Begin preparing summary.
Review Harris debt service coverage ratio calculations from RRW 0.75
13. Reynolds; Telephone call with B. Reynolds, re: same;
Draft Harris debt service coverage ratio certifications; Email
same to B. Reynolds.
Sep-06-12 Attend to Anderson-Birkla deal and document issues; Calls KPI-( 0.50
and emails.
Continue to located executed documents that pertain to JR.S 4.00
Parcel 7C; Continue review ofdoeuments necessary to
prepare summary regarding Parcel 7C; Continue preparation
of summary; Draft and send email to T. Perkins that includes
:anti-nary of current ownership of Parcel 7C; Draft Service
Fees Agreement for Anderson-13irkla project (one of two
documents that now make up what originally was a single
Energy Consumption Agreement).
Sep-07-12 Draft Service Fees Agreement for Anderson-Birkla project JRS 3.50
(one of two documents that now make up what originally
was a single Energy Consumption Agreement);Attend to
email from T. I3irkla; Telephone call with K. Haas, re:
foregoing.
Sep-10-12 Consider deal structure; subordination of payments, and KPH 1.00
payment security; Outline additional deal terms; Conference
with J. Shoup.
Draft Service Fees Agreement for Anderson-Birkla project; .IRS 6.75
Conference with K. Haas, re: foregoing, including deposits
of revenue, disbursements from cash flow account. and
guaranties;Attend to email from M. Worthley, re:
documents; Review and revise H&C water units agreement
(second of two documents that now make up what originally
was a single Energy Consumption Agreement); Begin
summary of how Village on the Green acquired the Phase 4
developer site; Review Master Project Agreement and
amendments in connection with foregoing summary.
Sep-I 1-12 Meeting preparation; Weekly projects meeting with B. KPH 2.50
Cordingley and Pedcor projects team; Follow up on meeting
issues; Conference with L. Olds and J. Shoup.
Attend weekly meeting with Pedcor project team; Follow up JRS 1.50
on meeting issues; Meet with L. Olds and K. Haas after
Pedcor meeting: discuss energy center payments and City
obligations in connection therewith; Review Master Project
.Agreement and amendments in connection with preparing
summary; Draft and send email to T. Perkins with foregoing
summary.
Totals 72.25
Total Fees 522,739.44
Total Disbursements 50.00
Total Fees and Disbursements 522,739.44
•
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 31 7/231-9000 Fax: 3 1 7/231-9900
City of Carmel Redevelopment Commission Sep 12, 2012
• One Civic Square
Carmel, IN 46032 Matter: carmisc
Inv r: 19150
Attention: Mr. Les Olds
RE: General Matters
FEES EXPLANATION ALLY HRS
Aug-03-12 Meeting with K. I-laas: discuss updated TiP summary ,IRS 0.75
prepared by J. Rush.
Participate in conference call with BMO Harris and K. Haas, ALW 0.50
re: refinancing of Carmel debt.
Aug-06-12 Attend to administrative matters, accounting issues, lines of KPH 1.50
credit,and refinancing/refunding.
Conference with K. Haas, re: updated TI F summary prepared JRS 2.75
by J. Rush; Mark-up same; Draft replacement text for same;
Unit meeting: discuss energy center consumption charges
and responsibility for payments, TIE summary, and
documentation for terminating installment contracts in
connection with refinancing.
Conference with K. Smith, re: Carmel refinancing. ALW 0.25
Aug-07-]2 Meeting preparation; Issues meeting with L. Olds and I. KPH 0.75
Shoup; Projects status meeting with J. Brainard, L. Olds, and
others; Follow up on meeting issues.
Mark-up updated TIP summary prepared by J. Rush; Draft .IRS 3.25
replacement text for same; Telephone calls with K. Haas, re:
same; Update outline of tiers of CRC debt obligations;
Consider documentation for terminating installment
contracts in connection with refinancing; Attend meeting
with L. Olds, M. Worthlev, and K. I•laas; discuss last night's
council meeting and related issues; Begin checklist of
necessary items to terminate installment contracts.
Reviewed J. Rush's spreadsheet and comments thereto by J. ALW 0.50
Shoup; Conference with K. Murphy from Main Source Bank.
Review draft council ordinance, re: industrial recovery tax RRW 0.50
credit; Email S. Bowen, re: same; Review and reply to
mails from H. Amspaugh, re: Anderson-I3irkla energy
consumption payments.
Aug-08-12 Review and revise CRC obligations spreadsheet for lender KPH 7.00
presentations; Conference with J. Shoup;Attend to
administrative issues; Meeting preparation; Finance
Committee meeting; Follow up on meeting issues; Calls.
Conference with K. Smith from Regions, re: possibility of ALW 0.25
refunding loans backed by installment contracts.
Aug-09-12 Conference call with L. Mantles;Attend to Council KPH 1.50
presentations and refinancing/refunding alternatives.
Work on comprehensive list of documents necessary in .IRS 5.75
connection with terminating Installment Contracts and
conveying property to CRC; Locate executed Installment
Contracts and related documents; Review documents in
connection with UFI3 transaction to determine what is being
terminated and what interest is being transferred; Conference
with K. Haas, re: same.
Review materials for Oppenheimer presentation to finance ALW 1.50
committee.
Aug-10-12 Attend to refinancing/refunding issues;Attend to transaction KPI I 3.00
disclosure; Review alternative refinancing/refunding
proposals; Calls.
'Work on comprehensive list of documents necessary in JRS 4.25
connection with terminating installment Contracts and
conveying property to CRC; Locate executed Installment
Contracts and related documents; Review materials from
ljmbaugh in connection with finance committee meeting.
Draft waiver for BMW Championship promotional RRW 1.25
volunteers; Email same to M. McVicker; Discuss installment
contracts and refundings with A. Woods and J. Shoup.
Aug-13-12 Unit conference;Attend to project issues; Follow up on KPH 3.00
conference issues; Conference call with finance committee;
Attend to refinancing/refunding issues; Attend to transaction
disclosure; Conference calls with L. Olds, 13. Donaldson, and
J. Shoup.
Attend to emails from J. McClellan, re: Regions documents; .IRS 6.25
Attend to emails form 13. Donaldson and N. Steinhart, re:
document request from Council; Locate documents requested
by City Council and send to B. Donaldson and N. Steinhart;
Unit meeting: discuss City Council document request and
I'II'spreadsheet from J. Rush; Work on comprehensive list
of documents necessary in connection with terminating
Installment Contracts and conveying property to CRC;
Locate executed Installment Contracts and related
documents.
Unit meeting; Conference with K. 1-laas and J. Shoup, re: ALW 0.25
proposal for Carnal refinancing and documents to be
delivered to B. Donaldson.
Entails with Ni. Mc\'icker, re: BMW Championship RRW 0.50
volunteer waiver; Discuss refundings with K. Haas, J.
Shoup, and A. Woods.
Aug-I4-12 Meeting preparation; Weekly projects meeting with B. KPH 225
Cordingley and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Prepare for and attend weekly meeting with Pedcor project JRS 2.50
team; Follow up on meeting issues; Meet with L. Olds and
K. Haas following weekly Pedcor meeting: discuss
conference call with finance center and status of proposed
refinancing; Attend to entails from R. Reynolds, re: list of
installment contracts that will be taken out in connection
with the refinancing; Review revised spreadsheet from J.
Rush; Review Umbaugh report in connection with review of
spreadsheet from J. Rush; Work on comprehensive list of
documents necessary in connection with terminating
installment contracts and conveying property to CRC.
Aug-15-12 Meeting preparation; Finance committee conference call; KPH 3.00
Executive session and regular meeting; Follow up on
meeting issues.
Work on comprehensive list of documents necessary in JRS 2.00
connection with terminating Installment Contracts and
conveying property to CRC; Telephone call with M. Lee, re:
Installment Contract terminations; Revise spreadsheet and
send same to J. Rush;Attend to entails from L. Matthes, re:
materials for finance committee meeting; Telephone call with
M. Lee and M. Worthlev, re: underlying vendor contract
information.
Conference with BMO Harris to set up meeting for ALW 0.25
refinancing of CRC debt; Conference with K. Haas; re: same.
Aug-I6-12 Attend to entails, re: finance committee meeting materials .IRS 0.50
and regarding Installment Contracts being taken out by
refinancing; Telephone call with M. Lee, re: installment
contracts.
Aug-17-12 Attend to administrative matters, lines of credit, and KPH 2.50
refinancing/refunding issues and matters; Conference with J.
Shoup; Conference call with B. Donaldson; Additional calls
and entails.
Attend to entails from Umbaugh, re: finance committee JRS 0.25
meeting materials; Conference with K. Haas, re: same.
Aug-20-I2 Unit meeting;Attend to installment contract terminations; KPH 2.25
Attend to revisions to/corrections of J. Rush financing
:.preadshect; Follow up on conference issues;Attend to
refinancing/refunding and R. Sharp comments; Address
lender concerns, re: R. Sharp comments; Calls and Entails.
Send email to K. Smith in response to questions, re: Cannel ALW 1.00
refinancing; Unit meeting: discuss Regions proposal and
other refinancing proposals.
Aug-21-12 Meeting preparation; Weekly projects meeting with B. KPH 2.75
Cordingley and Pcdcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues;Attend to refinancing/refunding inclusions and
exclusions; Conference call with L. Matthes, H. Amsbaugh,
B. Donaldson, B. Bingham, and Standard & Poors
representatives.
Prepare for and attend weekly meeting with Pedcor project JRS 2.00
team; Follow up on meeting issues; Participate in conference
call with Standard and Poors representatives and refinancing
team from Umbaugh and Barnes & Thornburg.
Aug-22-12 Review notes and file; Meeting with Harris Bank KPH 4.75
representatives and A. Woods, re: proposal for
refinancing/refunding; Follow up on meeting issues; Attend
to refinancing/refunding requirements; Conference with B.
Donaldson and J. Shoup; Video conference with Council
consultants. B. Donaldson, B. Bingham, and J. Shoup; Calls
and emails.
Attend preparatory meeting with K. Haas and B. Donaldson JRS 1.75
prior to meeting with Council Advisors;Attend meeting with
K. Haas; B. Donaldson, B. Bingham, and Frost Brown Todd
team (acting as Council advisors); re: proposed financing.
Meeting with BMO Harris and K. Haas, re: proposal for ALW 1.25
refinance of CRC debt; Send follow up information to BMO
Harris.
Emails with M. Lee, re: installment contracts and COPS RRW 0.25
flowcharts.
Aug-23-12 Attend to line of credit issues and extensions;Attend to loan KPH 2.50
and line of credit compliance issues;Attend to Council
information/documentation requests; Multiple calls.
Review notice of public hearing on lease; Conference with ALW 1.00
K. 1-laas, re: refinancing; Conference with BMO Harris, re:
new proposal.
Aug-24-12 Attend to line of credit issues and extensions;Attend to loan KPH 3.50
and line of credit compliance issues;Attend to
refinancing/refunding and competing proposals; Multiple
calls.
Aug-27-12 Attend to Council information/documentation requests and KPH 1.50
compliance responses;Attend to public document
disclosures;Attend to line of credit extensions; Calls and
cmails.
Unit meeting: discuss questions from BMO Harris, re: JRS 0.50
Umbaugh report, and status of information, re: installment
contract vendors; Follow up on meeting issues.
Emails with NI. Lee, re: approval of Regions S10 million RRW 0.50
loan; Emails; re: public records.
Totals 83.50
Aug-17-12 Pre paid 4.380.64
Total Fees S26,211.35
'total Disbursements SO.00
Total Fees and Disbursements 521,830.71
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
. Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel49
Carmel, IN 46032 Inv #l: 19289
Attention: Mr. Les Olds
RE: Parcel 49
FEES EXPLANATION ATTY HRS
Sep-12-12 Call with E. Ozdemir; Follow up on parking management KPH 0.50
agreement.
Sep-18-12 Meeting preparation; Projects status meeting with J. KPH 0.50
Brainard, L. Olds, and others; Follow up on meeting issues;
Attend to parking management and expense payment.
Sep-26-12 Unit conference; Attend to parking management agreement. KPH 025
Unit meeting: discuss parking management agreement; RRW 0.25
Follow up on meeting issues.
Oct-01-12 Unit conference; Attend to parking management agreement KPH 0.50
and payments reconciliation; Calls and emails.
Oct-02-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pedcor projects team; Projects status meeting
with .1. Brainard, L. Olds, and others; Follow up on meeting
issues;Attend to parking management agreement.
Totals 2.25
,Dv
Total Fees S689.39
Total Disbursements $0.00
Total Fces and Disbursements $689.39
Previous Balance $4,362.53
Previous Payments $0.00
Balance Due Now 55,051.92
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
. Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparty
Carmel. IN 46032
Inv #: 19290
Attention: Mr. Les Olds
RE: PTR
FEES EXPLANATION ATTY HRS
Sep-07-12 Conference with D. Thompson, re: assignment of Party Time ALW 0.50
loan to 4CDC as borrower; Conference with K. Haas, re:
same.
Sep-10-12 Prepare for meeting with Community Bank; Revise ALW 1.50
conveyance agreement to have TIC interest conveyed to
4CDC; Review Zahner loan documents.
Sep-11-12 Meet with D. Thompson of Community Bank for extension ALW 2.75
of Party Time loan; Follow up on meeting issues.
Sep-12-12 Conference with K. Haas, re: structure of assignment of loan ALW 1.50
to 4CDC; Draft assignment and assumption of loan
documents; Review and revise conveyance agreement.
Sep-17-12 Follow up on project and obligation status. KPH 0.25
Draft documents for assignment and assumption of loan ALW 0.50
from Zahner to 4CDC.
Sep-18-12 Attend to Community Bank loan extension and 4CDC KPH 0.50
assumption; Conference with A. Woods; Calls and emails.
Draft documents for assignment of Zahner loan to 4CDC; ALW 2.25
Numerous conferences with lender regarding same;
Numerous Conference with Zahncr lawyer regarding release
of Zahner and conveyance of TIC option.
Sep-I9-12 Conference with Community Bank, re: terms of extension ALW 1.50
for Zahner loan; Continue drafting documents for assignment
of Zahner loan.
Oct-01-12 Unit conference;Attend to Community Bank loan extension; KPH 1.75
Review and revise extension agreement; Conference with A.
Woods. )hk
Totals 13.00
Total Fees $4,127.52
Total Disbursements $0.00
Total Fees and Disbursements $4,127.52
• Previous Balance $2,778.14
Previous Payments $0.00
Balance Due Now $6,905.66
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter. armparcel7c
Carmel, IN 46032 Inv rI: 19291
Attention: Mr. Les Olds
RE: Parcel 7C 141.40015S-
FEES EXPLANATION ATTY HRS
Sep-12-12 Conference with J. Shoup;Attend to Anderson-Birkla deal KPH 0.50
issues; Calls and emails.
Sep-13-12 Attend to Anderson-Birkla deal issues; Calls and emails. KPH 0.50
Sep-14-12 Emails with M. Lee regarding tax exemptions. RRW 0.25
Sep-17-12 Attend to taxation of tenancies in James building; Attend to KPH 1.00
Anderson-Birkla deal terms; Multiple calls and emails.
Telephone call with M. Worthley, re: status of JRS 2.00
Anderson-Birkla documents; Draft•Tri-Party Agreement.
Sep-18-12 Meeting preparation; Projects status meeting with J. KPH 0.50
Brainard, L. Olds, and others; Follow up on meeting issues;
Attend to CRC site work obligations; Follow up on
developer construction financing; Calls and emails.
Sep-19-12 Attend to emails, re: Anderson-Birkla financing and status of JRS 2.50
documents; Telephone call with K. Haas, re: same; Review
proposed responses by M. Worthley to issues raised by T.
Birkla and J.Abrams; Draft Anderson-Birkla Tri-Party
Agreement.
Emails, re: office building tenant tax assessments. RRW 0.25
Sep-20-12 Determine and outline additional Mezzanine financing KPH 1.00
terms; Conference with J. Shoup.
Draft Anderson-Birkla Tri-Party Agreement; Review and JRS 2.25
revise Service Fees Agreement.
Sep-21-12 Attend to Anderson-Birkla project and deal issues; Draft KPH I.00
extended memo and email to W. Hammer; Conference call
with W. Hammer;Additional calls. plit
•
Draft Anderson-Birkla Tri-Parry Agreement; Draft 4CDC JRS 2.75
Collateral Assignment.
Sep-24-12 Attend to Anderson Birkla mezzanine financing; Conference KPH 0.50
with J. Shoup; Emails with M. Worthley.
Draft 4CDC Collateral Assignment; Attend to emails, re: JRS 3.75
status of Anderson-Birth deal; Conference with K. Haas, re:
same; Draft Guaranties from D.Anderson and T. Birkla.
Sep-25-12 Review and revise Anderson-Birkla Service Fees Agreement; KPH 2.00
Conference with J. Shoup.
Attend to emails, re: term sheet from First Merchants for JRS 1.75
Anderson-Birkla project;Telephone call with K. 1-laas, re:
same; Review and revise Monon Use Agreement; Draft
Second Amendment to Project.Agreement.
Sep-26-12 Review Anderson-Birkla mortgage loan term sheet; Calls KPH 1.00
and emails.
Attend to cmails from M. Worthley, re: First Merchants term JRS 1.75
sheet; Unit conference: discuss First Merchants term sheet
and Anderson-Birkla deal structure; Review and revise
Services Fees Agreement,Tri-Party Agreement,and 4CDC
Collateral Assignment.
Sep-27-12 Review and revise Service Fee Agreement and H&C Water JRS 1.00
Units Agreement; Send to J.Abrams with explanatory email.
Emails, re: Amendment to Anderson-Birkla Project RRW 0.25
Agreement.
Oct-02-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds,and others; Follow upon meeting
issues; Attend to transaction explanations and funds
reconciliation;Attend to Anderson-Birkla mezzanine
financing documents and CRC site work obligations.
Attend weekly meeting with Pedcor project team; Follow up JRS 1.75
on meeting issues; Prepare for conference call, re: history of
Parcel 7C transactions with T. Perkins/FBT group and K.
F-laas; Conference with K. Haas, re: same; Participate in
foregoing conference call; Follow up on conference call
issues.
Oct-05-12 Attend to mezzanine financing documents; Conference with KPH 0.50
J. Shoup; Call with L. Olds;Attend to entails.
Totals 29.25
Total Fees $9,211.92
Total Disbursements $9.00
Total Fees and Disbursements $9,211.92
Previous Balance $22,739.44
Previous Payments $0.00
Balance Due Now $31,951.36
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: armparcel7a
Carmel, IN 46032 Inv #: 19292
Attention: Mr. Les Olds
RE: Parcel 7A
FEES EXPLANATION AUY HRS
Sep-14-12 Emails with M. Worthley, re: subpoena duces tecuni. RRW 0.25
Sep-20-12 Emails with M. Lee, re: Mercantile line of credit documents; RRW 0.50
Telephone call with L. Olds, re: disposition of production
equipment; Research same.
Oct-01-12 Unit conference;Attend to dome defect litigation status, KPH 0.25
staffing, and fees.
Oct-02-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues;Attend to Palladium landscaping.
Totals 1.50
Total Fees $401.26
Total Disbursements $0.00
Total Fees and Disbursements $401.26
Previous Balance $3,568.81
Previous Payments $0.00
Balance Due Now $3,970.07
e/flG
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparcel5
Carmel, IN 46032
Inv #: 19293
Attention: Mr. Les Olds
RE: Parcel 5
FEES EXPLANATION A1TY IIRS
Sep-12-12 Prepare opinions for NISI 9th Amendment; Gather, assemble, JRS 1.50
and scan executed NW 9th Amendment documents and send
to J. McClellan; Draft Amendment to PAC Equipment
Installment Contract and amendments to related Mercantile
loan documents; Review and revise amendments to Regions
Millwork and Stage Equipment loan documents.
Scp-13-12 Draft Amendment to PAC Equipment Installment Contract IRS 5.00
and amendments to related Mercantile loan documents; Draft
Amendment to PAC Fixed Seating Installment Contract and
amendments to related Mercantile loan documents; Draft
Amendment to Hanover Square Improvements Installment
Contract and amendments to related Mercantile documents;
Review and revise amendments to Regions Millwork and
Stage Equipment loan documents;Attend to emails from M.
Worthley, re: foregoing.
Sep-14-12 Attend to emails from M. Worthley, re: amendments to JRS 5.50
Regions and Mercantile loan documents; Draft Amendment
to PAC Sound Equipment Installment Contract and
amendments to related Mercantile loan documents;
Proofread and revise all Regions and Mercantile
amendments; Send out drafts of all Regions and Mercantile
amendments; Update Master List of Installment Contracts to
include all of the foregoing amendments.
Sep-17-12 Prepare opinions for all Regions and Mercantile loan JRS 3.75
document amendments; Prepare execution copies for
Regions Millwork and Stage Equipment amendments and
Mercantile PAC Equipment, PAC Fixed Seating, PAC Sound
1/9
Equipment, and Hanover Square Improvements
amendments.
Sep-18-12 Meeting preparation; Weekly projects meeting with B. KPH 1.75
Cordingley and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow upon meeting
issues;Attend to presentation package for Nash building
project, Project Agreement,and garage financing, including
developer guaranty of debt service coverage; Conference
with J. Shoup; Calls and emails.
Attend weekly meeting with Pedcor project team; Follow up JRS 6.25
on meeting issues; Conference with K. Haas, re: change in
Nash deal structure and revisions to Project Agreement to
reflect funding'with bond proceeds; Review and revise Nash
Project Agreement.
Sep-19-12 Attend to Nash building Project Agreement issues, including KPH 1.00
developer guaranty of debt service coverage; Calls and
emails.
Review and revise Nash Project Agreement; Telephone calls JRS 2.50
with K. Haas, re: same;Attend to emails, re: same;Attend to
emails, re: status of Regions and Mercantile amendment
documents.
Sep•20-12 Attend to It Brown comments to Nash building Project KPH 1.00
Agreement revisions; Respond to same; Conference with J.
Shoup.
Attend to email, re: Village on the Green opinion in IRS 0.25
connection with Mercantile amendment documents; Review
same.
Sep-21-I2 Review and revise CRC opinions in connection with JRS 1.75
Mercantile amendments per comments from J. McClellan;
Attend to entails from J. McClellan, re: status of Regions and
Mercantile amendment documents; Send executed
documents to J. McClellan.
Sep-24-12 Attend to Nash building Project Agreement, including KPH 1.00
developer guaranty of debt service coverage; Conference
with J. Shoup; Call with L. Olds;Additional calls and
emails.
Conference with K. Haas, re: revisions,to Nash Project JRS 1.50
Agreement; Draft email explaining revisions to Nash Project
Agreement; Send with Nash Project Agreement.
Sep-25-12 Meeting preparation; Weekly projects meeting with 13. KPH 1.25
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds,and others; Follow up on meeting
issues; Attend to Nash building Project Agreement and
parking issues, including developer guaranty of debt service
coverage; Attend to Nash building and garage financing;
Attend to street and plaza conveyance; Conference with J.
Shoup; Calls and emails.
Attend weekly meeting with Pcdcor group; Follow up on JRS 3.25
meeting issues; Review and revise Nash Project Agreement
per meeting discussion and send out.
Sep-26-12 Attend to Nash Project Agreement and ancillary documents; KPH 0.50
Conference with J. Shoup.
Oct-02-12 Meeting preparation; Weekly projects meeting with B. KPH 2.25
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard,L. Olds, and others; Follow up on meeting
issues;Attend to Nash building Project Agreement and
parking issues, including developer guaranty of debt service
coverage, responsibility for parking management, and
payment of garage expenses;Attend to street plaza
conveyance; Conference with J. Shoup; Cal] with L. Olds;
Multiple additional calls and emails.
Attend weekly meeting with Pedcor project team; Follow up JRS 1.75
on meeting issues; Conference with K. Haas and L. Olds, re:
Nash Project Agreement; Review and revise Nash Project
Agreement; Draft email explaining revisions and send out
with Nash Project Agreement; Review parking provisions in
Master Project Agreement per meeting discussion.
Oct-03-12 Attend to Nash building Project Agreement and parking KPH 1.50
issues, including responsibility for parking management and
payment of garage expenses; Conference with J. Shoup; Call
with L. Olds; Multiple additional calls and emails.
Totals 43.25
Total Fees 513,731.92
Total Disbursements $0.00
Total Fees and Disbursements $13,731.92
Previous Balance $7,612.55
Previous Payments $0.00
Balance Due Now $21,344.47
•
•
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 3171231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter::annparcel l0
Carmel, IN 46032 Inv 4: 19294
Attention: Mr. Les Olds
RE: Parcel 10
FEES EXPLANATION ATTY FIRS
Sep-18-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Totals 0.25
Total Fees $7938
Total Disbursements $0.00
Total Fees and Disbursements $79.38
Previous Balance $927.52
Previous Payments $0.00
Balance Due Now $1,006.90
()191/
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis,IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:;armparcel12
Carmel, IN 46032
Inv It: 19296
Attention: Mr. Les Olds
RE: Parcel 12
FEES EXPLANATION ATTY FIRS
Sep-18-12 Attend weekly meeting with Pcdcor project team; Follow up KPH 015
on meeting issues.
Totals 0.25
Total Fees $79.38
Total Disbursements $0.00
Total Fees and Disbursements $79.38
Previous Balance $238.14
Previous Payments $0.00
Balance Due Now $317.52
•
et�v
•
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 3.17/231-9000 Fax: 317/231-9900
City of Carmel Oct 09,2012
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel l4
Carmel. IN 46032 Inv #: 19297
Attention: Mr. Les Olds
RE: Parcel 14
FEES EXPLANATION AHY HRS
Sep-18-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Sep-19-12 Emails with M. Worthley, re: grain elevator removal and RRW 0.25
disposal.
Oct-02-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues;Attend to tax credit application and grain tower
removal.
Attend weekly meeting with Pedcor project team; Follow up JRS 0.25
on meeting issues.
Totals 1.25
Total Fees $371.89
Total Disbursements $0.00
Total Fees and Disbursements $371.89
Previous Balance $873.15
Previous Payments $0.00
Balance Due Now $1,245.04
o�p�
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparccl2
Carmel, IN 46032
Inv ft: 19299
Attention: Mr. Les Olds
RE: Parcel 2
FEES EXPLANATION AITY FIRS
Sep-18-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Totals 0.25
Total Fees $79.38
Total Disbursements $0.00
Total Fees and Disbursements $79.38
Previous Balance $317.51
Previous Payments $0.00
Balance Due Now $396.89
•
�Q�
Conference with K. Haas, re: refinancing;Attend to emails JRS 0.75
regarding categories of documents requested by T. Perkins
and the Council;Attend to document production.
Attend to document production and preparation matters for RRW 5.25
refundings.
Sep-06-12 Attend to refinancing/refunding issues and matters;Attend to KPH 4.50
Council information/document requests; Conferences, calls,
memos, and emails.
Attend to document production and preparation matters for RRW 1.75
rcfundings.
Sep-07-12 Attend to public disclosures and refinancing structure; KPH 1.50
Attend to press matters;Attend to Council
information/document requests; Conference with J. Shoup;
Conference call with B. Donaldson;Additional calls, memos,
and emails.
Attend to multiple emails, re: requests from P. Perkins and JRS 1.00
Council; Review executive summary(and "do nothing"
scenario) from L. Matthes;Attend to emails, re: same;
Conference with K. Haas, re: Counsel requests.
Sep-08-12 Attend to Council information/document requests; Calls, KPIl 2.00
memos and emails.
Sep-09-12 Attend to press matters;Attend to Council KPH 1.50
information/document requests; Calls, memos, and emails.
Meeting with M. Worthley, re: refinancing issues; Telephone RRW 0.50
call with A. Woods, re: same.
Sep-10-12 Attend to Council information/document requests;Attend to KPH 1.75
public disclosures and refinancing structure; Conference call
with B. Donaldson;Additional calls, memos, and emails.
Attend to document production and preparation matters for RRW 2.00
refundings; Draft bill of sale letter; Emails with M. Worthley,
re: same; Telephone call with M. Worthley, re: same.
Sep-11-12 Meeting preparation; Weekly projects meeting with B. KPH 3.00
Cordingley and Pedcor projects team; Follow up on meeting
issues; Conference with L. Olds and J. Shoup; Attend to
Council information/document requests; Calls, memos, and
emails.
Attend weekly meeting with Pedcor project team; Follow up JRS 1.00
on meeting issues; Meeting with L. Olds and K. Haas:
discuss line of credit paydowns, upcoming Council and CRC
meetings regarding refinancing, and scope of Council
document requests;Attend to multiple emails, re: refinancing
and Council document requests.
Meeting with M. Worthley, re: importing bike rack. RRW 0.50
Sep-12-12 Attend to refinancing issues and matters;Attend to document KPH 2.50
and information disclosures and explanations;Attend to
refinancing alternatives and line of credit extensions;Attend
to public disclosures, a-room postings, and response to
newspaper articles; Multiple calls and emails.
Attend to multiple emails, re: refinancing; Review analysis JRS 0.50
of TIF from R. Reynolds; Telephone call with C. Coonrod
and K. Haas, re: documents provided for a-room;Attend to
emails, re: response to article in Indianapolis Star.
Attend to document production and preparation matters for RRW 1.50
refundings.
Sep-13-12 Attend to refinancing issues and matters;Attend to document KPH 3.00
and information disclosures and explanations; Attend to
refinancing alternatives and line of credit extensions; Calls
and emails.
Attend to multiple emails, re: refinancing; Telephone call JRS 0.50
with K. Haas, re: Council document requests;Attend to
• emails, re: status of compliance with various document
requests;Attend to emails, re: revised ordinance.
Attend to document production and preparation matters for RRW 0.75
refundings; Telephone call with E. Wood, re: receiving bike
rack through U.S. Customs; Email E. Wood, re: same.
Sep-14-12 Attend to refinancing issues and matters;Attend to document KPH 3.50
and information disclosures and explanations; Review Frost
Brown Todd report; Begin drafting series of responses, re:
inaccuracies and mis-characterizations in Frost Brown Todd
report;Attend to Commission control ordinance; Calls and
emails.
Attend to multiple emails, re: refinancing and finance JRS 0.50
committee meeting;Attend to emails from L. Matthes, re:
restructuring options; Attend to emails, re: Council document
requests; Conference with K. Haas, re: initial report from
Frost Brown lbdd.
Review report from Frost Brown Todd; Conference with K. ALW 0.25
Haas, re: same.
Attend to document production matters. RRW 0.50
Sep-17-12 Attend to refinancing issues and matters; Attend to document KPH 5.75
and information disclosures and explanations; Review Frost
Brown Todd report; Draft series of responses, re:
inaccuracies and mis-characterizations in Frost Brown Todd
report; Memo and email to B. Donaldson, re: same;Attend to
refinancing alternatives;Additional calls and emails.
Attend to multiple emails, re: initial report from Frost Brown JRS 2.50
Todd;Attend to multiple emails, re: Council document
requests; Telephone call with K. Haas, re: Council document
requests and initial report from Frost 13rown Todd; Review
TIF reports and Memo from R. Reynolds; Review reports
from H. Amspaugh; Review and mark up initial report from
Frost 13rown Todd.
Numerous emails, re: FBT report; Conference with J. Shoup, ALW 0.50
re: same; Review analysis of FBI; Conference with K. Haas,
re: same.
Attend to refinancing matters; Review drafts of various RRW 2.00
refinancing documents.
Sep-18-12 Meeting preparation; Weekly projects meeting with B. KPH 4.75
Cordingley and Pedcor project team; Projects status meeting •
with J. Brainard, L. Olds, and others; Follow up on meeting
issues;Attend to refinancing issues and matters;Attend to
document and information disclosures and explanations;
Review notes and Frost Brown Todd report; Conference call
with B. Donaldson, re: inaccuracies and
mis-characterizations in Frost Brown Todd report;Attend to
refinancing alternatives;Attend to line of credit extensions;
Attend to CRC obligations coming due; Memo and email to
L. Matthes, re: same;Additional calls and emails.
Attend weekly meeting with Pedcor project team; Follow up JRS 1.50
• on meeting issues; Discuss Wells Fargo proposal and
extensions of lines of credit with J. Rush and K. Haas;
Conference with K. Haas, re: proposed responses to initial
report from Frost Brown Todd;Attend to emails, re:
responses to initial report.
Attend to refinancing matters; Review draft refinancing RRW 0.25
documents; Emails with B. Reynolds, re: Harris debt service
coverage ratio certificates; Revise same.
Sep-19-12 Meeting preparation; Executive session; Regular meeting; KPH 6.25
Public hearing, re: approval of lease revenue bond
refinancing;Attend to Commission control ordinance, Frost
Brown Todd report, and line of credit extensions; Follow up
on meeting issues;Attend to refinancing issues and matters;
Attend to document and information disclosures and
explanations; Review notes and Frost Brown Todd report;
Conference call with T. Perkins, Frost Brown Todd team, and
B. Donaldson, re: inaccuracies and mis-characterizations in
Frost Brown Todd report; Follow up conference call with B.
Donaldson; Conference call with T. Perkins and Frost Brown
Todd team, J. Towne and Oppenheimer team, L. Matthes, B.
Donaldson, and J. Shoup;Additional calls and emails.
Attend to emails, re: initial report from Frost Brown Todd; JRS 1.75
Participate in conference call with J. Towne, L. Matthes, J.
Ullom, B. Donaldson, and Frost Brown Todd team;
Conference with K. Haas, re: status of revised initial report
to be provided by Frost Brown Todd.
Emails with M. Worthley, re: draft Commission resolutions; RRW 0.75
Review same; Draft motions, re: same.
Sep-20-12 Attend to refinancing issues and matters;Attend to document KPH 5.00
and information disclosures and explanations; Meeting
preparation; Attend council finance committee meeting;
Follow up conference call with B. Donaldson;Additional
calls and emails.
Attend to multiple emails, re: refinancing;Telephone call JRS 1.00
with K. Hans, re: Council document requests;Attend to
emails, re: status of compliance with various document
requests;Attend to emails, re: draft trust indenture;Attend to
emails, re: increment comparisons and refinancing options,
including refunding 2008 bonds.
Review refinancing bond documents;Attend to refinancing RRW 4.50
bond matters.
Sep-21-12 Attend to refinancing issues and matters;Attend to document KPH 2.50
and information disclosures and explanations;Attend to
redacted 4CDC accounting entry; Conference with J. Shoup
and A. Woods; Calls and emails.
Attend to multiple emails, re: refinancing. JRS 0.25
•
Sep-22-12 Attend to refinancing issues and matters; Attend to document KPH 1.75
and information disclosures and explanations;Attend to
• Commission control ordinance; Emails.
Sep-23-I2 Attend to refinancing issues and matters; Attend to document KPH 2.50
and information disclosures and explanations;Attend to T.
Perkins questions, re: James building rents, application of
rents and other non-increment, application of increment, and
redacted 4CDC accounting entry; Extended memo and email
to T. Perkins;Additional cmails.
Emails, re: refinancing bond matters. RRW 0.25
Sep-24-12 Attend to refinancing issues and matters;Attend to document KPH 3.75
and information disclosures and explanations;Attend to
Frost Brown Todd report and corrections to same; Draft
extended memo and email to J. Brainard, re: same;Attend to
Commission control ordinance;Attend to revisions to bond
ordinance; Conference call with B. Donaldson; Multiple
additional calls and emails.
Attend to multiple cmails, re: refinancing; Telephone call JRS 0.50
with K. Haas, re: Council document requests and status of
compliance therewith.
Attend to refinancing bond matters. RRW 0.50
Sep-25-12 Meeting preparation; Weekly projects meeting with B. KPH 1.75
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues;Attend to refinancing issues and matters;Attend to
refinancing alternatives;Attend to line of credit extensions;
Attend to document and information disclosures and
explanations; Calls and cmails.
Attend weekly meeting with Pedcor group; Follow up on JRS 0.50
meeting issues; Attend to multiple emails, re: refinancing.
Sep-26-12 Attend to refinancing issues and matters;Attend to document KPH 4.75
and information disclosures and explanations; Conference
call with J. Brainard, N. Heck, L. Matthes, and B.
Donaldson;Attend to explanation of BMO Harris Parcel 5
transaction requested by T. Perkins;Attend to required
changes in 4CDC board and bylaws;Attend to disclosure of
Commission obligations to Pedcor; Conference call with L.
Olds;Attend to transfers of Parcel 7c rents and accounting
for, and reconciliation of, same; Review and comment on J.
Fliggens memo; Conference with J. Shoup; Multiple
additional calls and cmails.
Attend to multiple emails, re: refinancing; Respond to JRS 0.50
•
request from T. Perkins, re: Harris financing and secondary
installment contracts; Unit conference: discuss Council
document requests and status of responses thereto.
Attend to bond refinancing matters. RRW 0.50
Totals 139.00
Total Fees $40,732.64
Total Disbursements $0.00
Total Fees and Disbursements $40,732.64
Previous Balance $21,830.71
Previous Payments $0.00
Balance Due Now $62,563.35
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09,2012
. Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel 11
Carmel. IN 46032 Inv 4: 19295
Attention: Mr. Les Olds
RE: Parcel11
Total Fees $0.00
Total Disbursements $0.00
Total Fees and Disbursements $0.00
Previous Balance $79.38
Previous Payments $0.00
Balance Due Now $79,38
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 3171231-9900
City of Cannel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel l6
Carmel, IN 46032
Inv #: 19298
Attention: Mr. Les Olds
RE: Parcel 16
•
Total Fees $0.00
Total Disbursements $0.00
Total Fees and Disbursements $0.00
Previous Balance $158.76
Previous Payments $0.00
Balance Due Now $158.76
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
. Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter::arrnparcel2l
Carmel, IN 46032 Inv #: 19300
Attention: Mr. Les Olds
RE: Parcel21
Total Fees $0.00
Total Disbursements $0.00
Total Fees and Disbursements $0.00
Previous Balance $54.38
Previous Payments $0.00
Balance Due Now $54.38
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparcel4
Carmel, IN 46032 Inv #: 19301
Attention: Mr. Les Olds
RE: Parcel 4
Total Fees $0.00
Total Disbursements $0.00
Total Fees and Disbursements $0.00
Previous Balance $79.38
Previous Payments $0.00
Balance Due Now $79.38
Wallack Somers & Naas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:armparce162
Carmel, IN 46032 Inv #: 19302
Attention: Mr. In Olds
RE: Parcel 62
Total Fees $0.00
Total Disbursements 50.00
Total Fees and Disbursements $0.00
Previous Balance $79.38
Previous Payments $0.00
Balance Due Now $79.38
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Oct 09, 2012
Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter armparcel7b
Carmel, IN 46032
Inv #: 19303
Attention: Mr. In Olds
RE: Parcel 7B
Total Fees $0.00
Total Disbursements $0.00
Total Fees and Disbursements $0.00
Previous Balance $79.38
Previous Payments $0.00
Balance Due Now $79.38
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12, 2012
• Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel7a
Carmel. IN 46032
Inv II: 19135
Attention: Mr. Les Olds
RE: Parcel 7A
FEES EXPLANATION AI°FY FRS
Aug-07-12 Meeting preparation; Projects status meeting with J. KPII 0.75
Brainard, L. Olds, and others; Follow up on meeting issues.
Aug-08-12 Hagerman: Review email and draft letter from R. Schein, re: RRW 0.25
Hagerman retainage claims; Email R. Schein, re: same.
Aug-09-12 Hagerman: Review draft motion to reconsider denial of RRW 0.25
motion for change of venue; Email R. Schein, re: same.
Aug-14-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Attend weekly meeting with Pedcor project team; Follow up JRS 0.25
on meeting issues.
Aug-15-12 Meeting preparation; Executive session; Follow up on KPH 1.50
meeting issues; Attend to dome defect and unpaid contractor
claims.
Aug-21-I2 Meeting preparation; Weekly projects meeting with B. KPH 0.75
Cordinglcy and Pedcor project team; Projects status meeting
with J. Brainard, L. Olds; and others; Follow up on meeting
issues.
Attend weekly meeting with Pedcor project team; Follow up JRS 0.25
on meeting issues.
Dome defect: Review cmails from R. Schein, re: reports RRW 0.50
from Walter P. Moore; Review reports.
Aug-23-12 Attend to dome defect and unpaid contractor claims; Calls. KPH 0.50
Aug-27-I2 Attend to dome defect and unpaid contractor claims; KPH 2.00
Conferences with R. Wilmering; Calls and entails.
Hagerman: Entails, re: Hagerman's discovery requests; RR\V 1.25
Telephone call with It Schein and M. Lee, re: same; Discuss
same with K. Haas.
Aug-28-I2 I lagerman: Review draft responses to interrogatories; Email RRW 0.25
It. Schein, re: same.
Aug-29-12 Hagerman: Review draft responses to interrogatories; Emails RRW 0.25
with R. Schein, re: same.
Aug-30-12 Hagerman: Emails with R. Schein, re: draft answer; RRW 0.25
Telephone call with R. Schein, re: same and case
• management plan.
Sep-04-12 Meeting preparation; Projects status meeting with .I. KPH 0.50
Brainard, L. Olds, and others; Follow up on meeting issues.
Sep-07-12 Hagerman: Telephone call with R. Schein, re: draft answer to RRW 0.25
counterclaims.
Sep-10-12 Attend to Council information/documentation requests; KPH 1.00
Attend to public disclosures and refinancing structure;
Attend to funding of shortfalls; Calls, memos, and entails.
Hagerman: Telephone calls with R. Schein and M. Worthlev, RRW 0.75
r=: draft answer and counterclaims; Review same.
Sep-11-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Follow up on meeting
issues; Conference with L. Olds and J. Shoup.
Totals 12.50
Total Fees 53,568.81
Total Disbursements $0.00
Total Fees and Disbursements S3,568.81
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
•
City of Carmel Sep 12, 2012
• Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:;annparcel7b
Carmel, IN 46032
Inv it: 19136
Attention: Mr. Les Olds
RE: Parcel 713
FEES EXPLANATION ATIY HRS
Aug-21-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pcdcor project team; Projects status meeting
with J. Brainard, L. Olds, and others; Follow up on meeting
issues.
Totals 0.25
Total Fees $79.38
Total Disbursements $0.00
Total Fees and Disbursements $79.38
•
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Camel Sep 12, 2012
• Carmel Redevelopment Commission
30 West Main Street. Suite 220 Matter::atmparce1 2
Carmel, IN 46032
Inv A: 19137
Attention: Mr. Les Olds
RE: Par_el62
FEES EXPLANATION AI'TY FIRS
Aug-07-12 Meeting preparation; Projects status meeting with .I. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Totals 0.25
Total Fees S79.38
Total Disbursements 50.00
Total Fees and Disbursements 579.38
Wallack Somers & Haas, F.C.
One Indiana Square
Suite 2300
Indianapolis. IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12, 2012
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter: carmparecl4
Carmel, IN 46032
Inv #: 19138
Attention: Mr. Les Olds
RE: Parcel 4
FEES EXPLANATION All'Y FIRS
Aug-21-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pedeor project team; Follow up on meeting
issues.
Totals 0.25
Total Fees S79.38
Total Disbursements 50.00
Total Fees and Disbursements 579.38
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Cannel Sep 12,2012
. Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel2l
Carmel, IN 46032
Inv ft: 19139
Attention: Mr. Les Olds
RE: Pan2e121
FEES EXPLANATION NITY 11RS
Aug-07-12 Grails with M. Worthley, re: status of quitclaim deeds; RRW 0.25
Telephone call with M. \Worthley, re: same.
Totals 0.25
Total Fees S54.38
Total Disbursements 50.110
Total Fees and Disbursements S54.38
'V
Wallack Somers & Naas, P.C.
One Indiana Square
Suite 2300
Indianapolis, EN 46204
Phone: 317/231-900(1 Fax: 317/231-9900
City of Camel Sep 12, 2012
. Cannel Redevelopment Commission
30 \Vest Main Street, Suite 220 Matter: carmparcel2
Carmel. IN 46032
Inv #: 19140
Attention: Mr. Les Olds
RE: Parcel 2
FEES EXPLANATION AllY FIRS
Aug-21-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pedcor project team; Follow up on meeting
issues.
Sep-04-12 Meeting preparation; Weekly projects meeting with B. KPH 0.50
Cordingley and Pedcor projects team; Follow up on meeting
issues.
Attend weekly meeting with Pedeor project team; Follow up JRS 0.25
on meeting issues.
Totals 1.00
Total Fees $317.51
Total Disbursements $0.00
Total Fees and Disbursements S3I7.51
)10v
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Sep 12, 2012
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Mattcr:armparcel16
Carmel, IN 46032
Inv 4: 19141
Attention: Mr. Les Olds
RE: Parcel 16
FEES EXPLANATION ATTY FIRS
Sep-11-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pedcor projects team; Follow up on meeting
issues; Conference with L. Olds and J. Shoup.
Attend weekly meeting with Pedcor project team; Follow up ,IRS 0.25
on meeting issues.
"Totals 0.50
Total Fees $158.76
Total Disbursements $0.00
Total Fees and Disbursements $158.76
Q\°�
Wallack Somers & I-Iaas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carrel Sep 12. 2012
. Cannel Redevelopment Commission
30 West Main Street, Suite 220 Matter::armparcel l2
Carmel, IN 46032
Inv 4: 19142
Attention: Mr. Les Olds
RE: Parcel 12
FEES EXPLANATION ATTY 1-IRS
Aug-14-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Sep-04-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pedcor projects team; Follow up on meeting
issues.
Attend weekly meeting with Pedcor project team; Extended JRS 0.25
discussion of parking issues; Follow up on meeting issues.
Totals 0.75
Total Fees 5238.14
Total Disbursements 50.00
Total Fees and Disbursements 5238.14
Wal lack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 3 1 7/231-9000 Fax: 317/231-9900
City of Cannel Sep 12, 2012
. Carmel Redevelopment Commission
30 West Main Street, Suite 220 Mattcr:•armparcel I 1
Carmel, IN 46032
Inv II: 19143
Attention: Mr. Les Olds
RE: Parel11
FEES EXPLANATION ATTY FIRS
Aug-21-12 Meeting preparation; Weekly projects meeting with B. KPH 0.25
Cordingley and Pedcor project team; Follow up on meeting
issues.
Totals 0.25
Total Fees $79.38
Total Disbursements $0.00
Total Fees and Disbursements $79.38
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/23 I-9000 Fax: 317/231-9900
City of Cz:rmel Sep 12, 2012
. Cannel Redevelopment Commission
30 \Vest Main Street, Suite 220 Matter::armparcel 10
Carmel, IN 46032
Inv 11; 19144
Attention: Mr. Les Olds
RE: Parcel 10
FEES EXPLANATION AITY FIRS
Aug-06-12 Discuss amendments to lease and sublease with K. Haas. RRW 0./5
Aug-07-12 Meeting preparation; Issues meeting with L. Olds and J. KPH 0.50
Shoup; Projects status meeting with 1. Brainard, L. Olds, and
others; Follow up on meeting issues.
Attend meeting with L. Olds, M. Worthley, and K. Haas: JRS 0.25
discuss Shapiro issues and possibility of health clinic for
City employees.
Aug-09-12 Attend to unwinding transactions for refinancing/refunding; KPH 1.00
Conference with J. Shoup.
Aug-14-12 Meeting preparation; Projects status meeting with J. KPH 0./5
Brainard, L. Olds, and others; Follow up on meeting issues.
Aug-21-12 Meeting preparation; Projects status meeting with J. KPH 0.50
Brainard, L. Olds, and others; Follow up on meeting issues.
Sep-04-12 Meeting preparation; Projects status meeting with J. KPH 0.25
Brainard, L. Olds, and others; Follow up on meeting issues.
Totals 3.00
e\°°
Total Fees S927.52
"Total Disbursements S0.00
Total Fees and Disbursements S927.52
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Cannel Apr 11, 2012
Cannel Redevelopment Commission
30 West Main Street, Suite 220 Mattcr::armparcel7a
Carmel, IN 46032
Inv #: 18357
Attention: Mr. l..es Olds
RE: Parcel 7A
FEES EXPLANATION ATI'Y FIRS
Mar-02-12 Attend to matter; Calls. KPH 0.25
Mar-05-12 Conference with K. Haas, re: CRC financials for disclosure; ALW 0.50
Compiled financials for C. Pletcher of Lake City Bank; Sent
same to C. Pletcher for review.
Mar-06-12 Review email from B. Reynolds, re: CRC debt service RRW 0.50
coverage ratio; Discuss same with K. Haas; Email B.
Reynolds, re: same.
Mar-07-12 Unit conference; Attend to dome defect litigation and Krieg KPH 0.75
DeVault representation and billing; Follow up on conference
issues.
Review and revise email from 13. Reynolds, re: Mercantile RRW 1.25
debt service coverage calculation; Telephone call with B.
Reynolds, re: same; Discuss same with K. 1-laas, re: Dome
Defect: Review email and draft discovery responses from R.
Schein; Email R. Schein, re: same.
Mar-08-12 Attend to dome defect litigation and Krieg DeVault KPH 1.00
representation and billing; Conference with R. \Vilmering;
Calls and entails.
Drafted letter to C. Pletcher, re: CRC financial information; Al,W -0.25
Conference with K. Haas, re: contents of same.
Review debt service coverage ratio calculations from B. —RR\V 1.25
Reynolds; Telephone call with 13. Reynolds, re: same; Draft
certifications, re: same.
Mar-12-12 Attend to Krieg DeVault invoice review and billing KPH 0.25
standards; Unit conference. 4161\
Mar-13-12 Meeting preparation; Weekly projects meeting with B. KPH 1.50 \�
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds, and others; Attend to meeting
issues; Attend to event parking in church lot, operations and
management issues, donee defect litigation, and transfer of
Shiel Sexton note; Follow-up on meeting issues; Attend to
bond debt service wrap financing; Conference call with 13.
Donaldson.
Draft debt service coverage ratio certifications; Discuss same RRW 2.25
with A. Woods; Emails with B. Reynolds and K. Haas, re:
same; Review Umbaugh report;Telephone call with K. Haas
and A. Woods. re: same.
Mar-19-12 Unit conference;Attend to ticket surcharge agreement and KPH 0.50
restructured surcharge; Follow up on conference issues.
Entails and telephone calls with J. Higgins, B. Reynolds, and RRW 0.50
J. Higgins, re: CRC's debt service coverage ratio
certifications; Discuss same with K. Haas.
Mar-20-I2 Meeting preparation; Projects status meeting with J. KPH 0.75
Brainard, L. Olds, and others; Attend to meeting issues;
Attend to ticket surcharge and Lake City debt service;
Follow up on meeting issues;Attend to financial reporting
issues; Conferences with A. Woods and R. Wilmcring.
Mar-21-12 Meeting preparation; Executive session and regular meeting; KPH 1.25
Attend to and address dome defect litigation, Hagerman and
Crider claims and Krieg DeVault invoice.
Meeting with T. Peacock, K. Haas,A. Woods, and R. JRS 1.50
Wilmering, re: financing.
Meeting with T. Peacock, K. Haas, J. Shoup, and R. ALW 1.50
Wilmcring, re: financing.
Mar-23-12 Attend to prospective project financing; Consider KPH 0.50
alternatives; Calls.
Telephone call with B. Reynolds, re: Marine coverage RRW 0.25
threshold.
Mar-26-12 Review and revise to email from J. Rush, re: debt coverage RRW 0.25
certifications; Discuss same with K. Haas.
Mar-27-12 Conference with L. Olds and J. Shoup;Attend to ticket KPH 0.25
surcharge increases.
Mar-30-12 Emails with B. Reynolds, K. Haas and D. Bowers, re: loan RRW 0.50
program spreadsheet; Revise same.
Apr-04-12 Attend to operating expenses, ticket surcharges, and KPH I.50
extension of Lake City loan; Conference call with C.
Pletcher and B. Grabow; Conference call with I.. Olds;
Conference with A. Woods; Calls and entails.
Totals 19.00
Total Fees S5,355.06
Total Disbursements 50.00
Total Fees and Disbursements $5,355.06
,pin&
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 2300
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Redevelopment Commission May 08, 2012
One Civic Square
Cannel, IN 46032
Matter: carmisc
Inv II: 18523
Attention: Mr. Les Olds
RE: General Matters
FEES EXPLANATION ATTY HRS
Apr-02-12 Telephone call with M. Worthley, re: agreement to insure RRW 0.25
parking lots.
Apr-04-12 Conference call with Lake City and A. Woods; re: line of KPH 0.50
credit.
Participate in conference call with B. Grabow, C. Pletcher ALW 0.75
and K. Haas, re: line of credit with Lake City Bank; Send
requested information to B. Grabow; Obtain TIE map per
Lake City request.
Apr-09-12 Attend to CRC ordinance and DSCR requirements; KPH 1.75
Conference call with B. Cordingley; Unit conference;Attend
to bank syndication and take-out financing; Attend to lines of
credit management and replacement; Follow up on
conference matters;Attend to CRC ordinance, including
ordinance revisions; Conference with R. Wilmering; Calls
and emails.
Conference with K. I-laas and A. Woods, re: CRC debt JRS 0.25
refinancing and effect on existing installment contracts.
Meeting with K. Haas; J. Shoup, and R. Wilniering to ALW 0.25
discuss refinancing CRC obligations; Contact K. Smith at
Regions.
Telephone call with J. Brainard; re: draft ordinance; RRW 0.75
Telephone call with K. Haas, re: same; Revise same; Email
same to J. Brainard; Review draft marking grant guidelines
from M. Me\icker; Email M. McVicker, re: same.
Apr-10-12 Meeting preparation; Weekly projects meeting with B. KPH 1.50
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard; L. Olds, and others;Attend to meeting
issues; Attend to replacement line of credit;Attend to
updated Umbaugh report; Attend to parking plan and project
casements;Attend to state income tax credit programs;
Attend to CRC ordinance issues; Follow up on meeting
issues;Attend to take-out refinancing structure; Consider
alternatives; Consider prospective lenders; Calls and emails.
Attend weekly meeting with Pedcor projects team. JRS 0.75
Apr-11-12 Attend to replacement line of credit and lines of credit KPH 2.00
extensions;Attend to take-out refinancing; Conference call
with T. Peacock; Emails.
Apr-12-12 Attend to updated Umbaugh report and comments to same; KPI-I 2.00
Provide information for update;Attend to CRC ordinance
revisions; Calls and emails.
Send CRC financial information to Peacock team in AI..W 0.50
connection wtih refinancing; Review emails, re: revisions to
the Umbaugh report. •
Apr-13-12 Attend to replacement line of credit; Meeting with First KPFI 3.50
Internet bankers and A. Woods; Follow up conferences,
memos, and emails; Attend to updated Umbaugh report and
comments to same; Calls and emails.
Review draft Umbaugh report. RR\V 1.75
Apr-14-12 Attend to updated Umbaugh report; Provide comments; KPH 0.50
Entails.
Apr-16-12 Unit conference;Attend to take-out refinancing prospects; KPH 1.50
Attend to updated Umbaugh report and comments; Follow
up on conference issues; Meeting with K. Aeschliman and
Harris bankers; re: take-out refinancing; Follow up
conference with A . Woeds.
Meet with 13M0 prior to K. Haas to review TIF report from ALW 2.25
Umbaugh; Meet with K. Haas and 13M0 Harris, re: refinance
of TIF obligations; Send K. Aeschliman CRC information,
re: TIE.
Review draft Umbaugh report; Discuss same with K. Haas; RRW 1.00
Email H. Amspaugh, re: same.
Apr-17-12 Meeting preparation; Weekly projects meeting with B. KPIl 4.00
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, L. Olds, and others; Attend to meeting
issues;Attend to reconciliation of Barris debt service
coverage certificates;Attend to increment projections and
spreadsheets;Attend to replacement line of credit;Attend to
CRC ordinance; Review and revise ordinance; Follow up on
meeting issues;Attend to comments to updated Umbaugh
• report; Multiple calls and emails.
Attend weekly meeting with Pedcor projects team. JRS 0.50
Telephone call with B. Reynolds, re: spreadsheets and RRW 1.00
Umbaugh TIF report; Entails with K. Haas and B. Reynolds,
re: same; Review ordinance language from K. Haas; Revise
draft ordinance; Email same to J. Brainard and K. Haas.
Apr-I8-12 Review comments and revisions to TIE' report; Send ALW 0.50
documents to BMO Harris for proposed refinancing.
Telephone call with M. McVickcr, re: Victory Sun service RRW 1.25
agreement; Review and revise same; Telephone call with M.
Worthley, rc: draft motions; Review and revise draft motions;
Telephone calls with M. Worthley and J. Rivera, re: parking
lot insurance.
Apr-19-12 Emails, rc: draft ordinance; Review same; Review and revise RRW 1.75
draft insurance agreement with Pedcor; Email same to M.
Worthley;•Revicw and reply to email from H.Amspaugh, re:
Harris loan; Telephone call with B. Reynolds, re: Harris
certificates.
.Apr-20-12 Meeting preparation; Meeting with C. Anker, T. Peacock, J. KPH 3.00
Patterson,A. Woods, and J. Shoup; Follow up conference
with C.Anker,A. Woods, and J. Shoup; Review Peacock
materials; Meeting with PNC bankers,A. Woods and J.
Shoup, re: replacement line of credit; Follow up conferences;
Attend to CRC ordinance; Calls and emails.
Prepare for and attend meeting with C. Anker, T. Peacock, J. JRS 2.25
Patterson, K. Flaas and A. Woods; Follow up conference with
C. Anker, K. Haas and A. Woods.
Meet with PNC bankers, D. Flaherty, C. Kirlcs,and K. Flaas. JRS 1.25
Meet with C. Anker,T. Peacock, J. Patterson, K. Haas and J. ALW 1.50
Shoup, re: refinancing of CRC debt obligations.
Apr-21-12 Attend to administrative matters;Attend to comments and KPH 3.25
revisions to updated Umbaugh report; Calls and emails;
Meeting with J. Rush, re: lines of credit replacement and
extensions;Attend to financing facilitator fees; Meeting
preparation; Executive session and regular meeting;Attend
to and address CRC ordinance, take-out refinancing;
Commission financial statements, and Commission financial
matters; Follow up conferences, rc: meeting issues.
Apr-22-12 Attend to Blair/Peacock proposal; Multiple emails. KPH 1.50
Apr-23-I2 Initial review of Blair/Peacock proposal and explanation; KPH 2.25
Conference call with L. Olds;Attend to Mayor meeting
agenda, CRC ordinance, and administrative matters;
Conference calls with D. Bowers and 13. Donaldson; Attend
to take-out refinancing and debt to be included or excluded;
Review J. Shoup chart showing debt to be included or
excluded; Calls and emails.
Attend to emails, re: William Blair proposal and upcoming JRS 3.00
meeting; Conference with K. Haas, re: debt included/not
included in William Blair, re: financing; Prepare summary of
debt included/not included in William Blair, re: financing.
Review comments from Umbaugh to TIF report; Review ALW 1.00
financial information from TIE spreadsheet, re: increment
available and amount to be refinanced.
Apr-24-12 Meeting preparation; Weekly project meeting with B. KPH 3.50
Cordingley and Pedcor projects team; Projects conference
with L. Olds and J. Shoup;Attend to meeting and
conferences issues;Attend to CRC ordinance revisions and
restrictions;Attend to take-out refinancing and replacement
line of credit; Follow up on meeting and conference issues;
Attend to debt inclusions and exclusions for take-out
refinancing; Conference with J. Shoup; Multiple calls and
entails.
Attend weekly meeting with Pedcor project team; .IRS 1.75
Conference with L. Olds and K. Haas, re: CRC debt
obligations and proposed refinancing; Review and revise list
• of debt obligations included in/excluded from proposed
refinancing;Attend to entails from T. Peacock, re: proposed
refinancing.
Telephone call with M. Lee, re: list of installment contract 1.50
balances and borrowers; Review spreadsheet, rc: same;
Email M. Lee, re: same; Review email from 1v4. McVicker,
re: public notice of executive sessions; Research same.
Apr-25-12 Meeting preparation; Review materials from T. Peacock; KPH 4.50
Attend to emails with T. Peacock; Meeting with P. Raphael,
T. Peacock, J. Patterson, C. Anker, D. Bowers, L. Olds, L.
Matthcs, H. Amsbaugh, B. Donaldson,A. Woods, and J.
Shoup; Conference call with J. Brainard and L. Matches;
Follow-up conferences.
Prepare for and attend meeting with K. Haas,A. Woods, L. JRS 4.00
Olds, Umbaugh team, C.Anker, D. Bowers, B. Donaldson,
and William Blair team; Follow up discussions with A.
Woods.
Prepare for and meet with L. Olds, C. Anker; D. Bowers, T. ALW 4.00
Peacock and William 131air, re: structure of refinancing CRC
debt obligations.
Apr-26-12 Attend to take-out refinancing and Blair proposal; Review KPH 1.50
materials from T. Peacock; Conference call with T. Peacock;
Follow up on line of credit replacement and extensions.
Review refinancing reports and proposals from Umbaugh RRW 0.75
and William Blair; Telephone call with M. McVicker, re:
ordinance and public notice of executive sessions.
Apr-27-12 Attend to Blair proposal and financial information required KPH 1.50
for proposal; Conference call with T. Peacock.
Email, re: installment purchase contract spreadsheet; Review RRW 0.75
draft performance agreement from M. McVicker; Email M.
McVicker, re: same; Entails with M. McVicker, re: Lazzara
license agreement.
Apr-30-12 Unit conference; Attend to CRC ordinance scope and KPH 1.25
enforceability; Attend to Council approval process;Attend to
take-out refinancing; Follow up on conference issues Entails.
Conference with K. Haas, re: ordinance scope. .IRS 0.50
May-01-12 Meeting preparation; Weekly projects meeting with B KPH 2.25
Cordingley and Pedcor projects team; Projects status meeting
with J. Brainard, I,. Olds, and others;Attend to meeting
•
issues;Attend to CRC ordinance and application;Attend to
lines of credit and take-out refinancing;Attend to payment of
staff expenses, allocation of time to projects, and
time-keeping procedures; Follow up on meeting issues;
Conference call with C.Anker; Conference with A. Woods;
[mails.
May-02-12 Attend to take-out refinancing; Review Peacock/Blair KPH 2.75
materials; Meeting preparation; Attend to CRC ordinance
issues; Attend to lines of credit; Calls and mails.
Totals 80.25
Total Fees S24,404.48
Total Disbursements 50.00
Total Fees and Disbursements $24,404.48
Previous Balance $16,345.13
Previous Payments $0.00
Balance Due Now S40,749.61
Wallack Somers & Haas, P.C.
November 2010 Invoices
Invoice Invoice Account
Date Number Number Amount Description
12/8/2010 16656 4460807 $ 11,750.06 P 7
Total $ 11,750.06
,..,,.wr at Redevelopment/i `/ 407
Wallack Somers & Haas, P.C.
One Indiana Square
Suite 1500
Indianapolis, IN 46204
Phone: 317/231-9000 Fax: 317/231-9900
City of Carmel Dec OR, 2010
• Carmel Redevelopment Commission
30 West Main Street, Suite 220 Matter:armparcel7a
Carmel, IN 46032
Inv 4: 16656
Attention: Mr. Les Olds
RE: Parcel 7A
FEES EXPLANATION ATI'Y FRS
Sep-27-10 Review and reply to email from J. Stephenson, re: loan RRW 0.25
agreement for Regions additional S I0 million loan program.
Oct-07-10 Review email from B. Roeger. re: Regions additional $10 RRW 0.25
million loan program; Gather executed documents, re: same;
Email same to B. Roeger.
Oct-08-10 Attend to alternative developer/project financing KPH 0.75
arrangements.
Collect and collate signed third amendment to collateral .IRS 2.50
assignment (Regions IOM) and ancillary documents; Prepare
and attach exhibits to same; Draft and sign opinion letters in
connection with the foregoing documents; Draft fourth
amendment to collateral assignment (Regions 10M) and
ancillary documents.
Oct-II-10 Draft fourth amendment to collateral assignment (Regions JRS 0.50
10M) and ancillary documents.
Oct-12-10 Projects status meeting with J. Brainard, R. Carter, L. Olds, KPI-I 0.75
and others; Attend to multiple matters and issues; Meeting
follow-up;Attend to furniture acquisition issues.
Review emits from M. Worthlcy,J. Sporleder, and K. Haas. RRW 1.00
re: Alexis Manufacturing; Telephone calls with D. Ahlem. J.
Sporleder, M. Worthlev, and M. Meeker, re: sane.
Oct-13-10 Conference with R. Wilmering. KPH 0.25
Telephone calls with M. Worthlcy, re: Alexis loose seating RRW 0.75
contract; Discuss same with K. Haas.
Oct-15-10 Review and reply to email from M. Worthley, re: insurance RRW 0.50
obligations.
Oct-18-10 Review and reply to email from M. Worthley, re: insurance RR\V 0.25
coverages.
Oct-19-10 Draft fourth amendment to collateral assignment (Regions JRS 1.00
10M), installment contracts, and ancillary documents.
Oct-20-10 Attend to alternative developer/project financing KPH 0.25
arrangements.
Draft fourth amendment to collateral assignment (Regions JRS 2.75
10M), installment contracts, and ancillary documents.
Oct-21-10 Attend to RAC operating agreement; Calls and emails. KPH 0.50
Draft fourth amendment to collateral assignment (Regions .IRS 1.25
IOM), installment contracts, and ancillary documents.
Oct-22-10 Draft fourth amendment to collateral assignment (Regions ,IRS 1.50
IoM), installment contracts, and ancillary documents.
Oct-25-10 Meeting preparation Prepare for and attend Commission KPH 0.50
executive session and regular meeting.
Oct-28-10 Prepare opinions for fourth amendment to collateral JRS 2.00
assignment;Attention to emails from Ni. Worthley, re:
signing fourth amendment documents; Prepare exhibits and
attach to fourth amendment documents executed by
borrower: Begin to draft fifth amendment to collateral
assignment and documents in connection therewith.
Review emails from M. Worthley, re: TigerDirect.com RRW 0.25
contract; Telephone calls with M. Worthley, re: same.
Oct-29-10 Attend to alternative developer/project financing KPH 0.75
arrangements.
Gather all executed fourth amendment to collateral JRS 0.50
assignment documents with exhibits and forward to J.
McClellan; Conference with K. Haas, re: parking license and
grant agreement; Begin to draft same.
Review and reply to entails from N4. Worthley and J. RRW 0.25
Sporleder, re: Van Ausdall purchase order; Telephone call
with M. Worthley, re: same.
Nov-02-10 Draft installment contracts and other ancillary documents JRS 2.25
needed in connection with fifth amendment to collateral
assignment.
Telephone call with Ni. Worthley, re: TigerDirect contract. RRW 0.25
Nov-04-10 Attend to dome defect claims; Emails. KPH 0.50
Entails, re: TigerDirect contract. RRW 0.25
Nov-05-10 Attend to PAC operating agreement/lease; [mails. KPH 0.50
Draft installment contracts and other ancillary documents .112S 2.00
needed in connection with fifth amendment to collateral
assignment.
Nov-08-10 Review emails from M. Worthley and K. Smith, re: RRW 0.25
TigerDirect payments; Telephone call with J. Ullom and .l.
McClellan, re: Lake City Bank payoff; Email M. Worthley,
re: same.
Review emails from M. Worthley and K. Smith. re: RRW 0.25
TigerDirect payments; Telephone call with J. Worn and J.
McClellan, re: Lake City Bank payoff; Email M. Worthley,
re: same.
Nov-09-10 Attend to installment purchase agreements. Regions KPII 0.50
installment contract program, available loan funds and loan
reserves.
Nov-10-10 Review and reply to emails from M. Worthley, re: release of RRW 0.25
bond reserve; Revise letter to trustee, re: same.
Nov-11-10 Review and revise filth amendment to collateral assignment .IRS 1.00
and ancillary documents; Prepare same for execution and
send out.
Nov-I2-10 Discuss release of bond reserve with K. Haas; Telephone call RRW 1.00
with M. Worthley, rc: same; Review draft CRC agenda from
M. Worthley; Telephone calls with M. \Vorthley and K. Haas,
re: same; Draft CRC resolutions, re: grant agreement with
4CDC; Listen to voiccmail message from .l. Sporleder, re:
sculpture contracts;Telephone call with M. Worthley, re:
same; Email J. Sporleder, re: same.
Nov-15-10 Draft parking license and grant agreement. JRS 0.50
Nov-16-10 Meeting preparation; Projects status meeting with J. KPI-1 1.50
Brainard, R. Carter, L. Olds, and others; Attend to CPAF
audit and disclosure; Attend to PAC operating
agreement/lease; Attend to payment of dome defect
mitigation damages; Attend to parking surcharge on event
tickets; Meeting follow-up.
Review entails, re: TigerDirect payments; Telephone call RRW 0.50
with N4. Worthley, re: same; Telephone call with Ni.
Worth ley, re: Meridian Music payments.
Nov-17-10 Attend to CRC dome defect claims, early payment of KPH 1.25
mitigation damages, and timing of filing suit; Conference
call with R. Schein, re: same; Pintails; Meeting preparation;
Prepare for and attend commission executive session and
regular meeting;Attend to CRC dome defect claims and
Mercantile line of credit.
Draft CRC resolution; re: grants to 4CDC; Draft motions, re: RRW 0.50
same; Telephone calls with Ni. Worthley, re: same.
Nov-18-10 Attend to installment contracts and loan closings. KPI1 0.50
Assemble executed fifth amendment documents and send JRS 0.50
out.
Nov-22-10 Review and reply to email from M. Worthley, re: payment to RRW 0.25
TigerDirect.
Nov-23-10 Attend to dome defect and delay claims; Entails. KPH 0.25
Nov-24-10 Attend to email from M. Lee, re: executed installment IRS 1.25
contracts; Scan and send all executed installment contracts in
connection with fourth and filth amendment to Regions
additional 10M loan to M. Lee.
Nov-30-10 Meeting preparation; Projects status meeting with J. KPH 0.75
Brainard, R. Carter, L. Olds, and others;Attend to code and
ordinance issues;Attend to PAC operating agreement;
Meeting follow-up; Attend to dome defect and delay claims;
Emails.
Dec-01-10 Attend to PAC operating agreement; Emails. KPH 0.50
Dec-02-10 Attend meeting with K. Haas and I I. 'Todd, re: deal structure JRS 0.50
and documents needed.
Outline terms of PAC operations agreement; Meeting with H. .IRS 4.00
Todd and J. Shoup; Attend to overdraft on Lake City loan
and loan pay-off requirements;Attend meeting with K. Haas
and H. 'Todd, re: deal structure and documents needed.
Totals 41.00
Total Fees 511,750.06
Total Disbursements $0.00
Total Fees and Disbursements $11,750.06
Previous Balance $12,090.70
Previous Payments S12,090.70
Balance Due Now 511,750.06
Vendor: WALLAC01 I Status: All I Detail,Summary or Totals: Detail
To: WALLAC01 Son by: Voucher Number Show notes: No
A/P Open Invoice Report Page 1
Carmel Redevelopment Comm 01i12100
10/18/2012 II 9012(819
Vendor. WALLAC01 Wallack Somers 8 Haas,P.C.
Voucher Invoice Date Invoice P.O. Invoice Prior Valid
Number Date .P.A Number Num •t Amount Balance Ratan, Payable !Disc. Thin atffild.5 gescrlp0o0
12463 5/8/12 ' 5/8/12 18510 974.42 974.42 000 974.42 0.00 Pay P16
12843 7/11/12 ' 7/11/12 18933 1,413.14 1,413.14 0.00 1,413.14 0.00 Pay 4CDC meetings
-1.3124 9/12/12-r9712/12-19135 3,568:81-3;568;81-0.00 3;568:81 0:00 Pay P7A"August2012
13125 9/12/12 • 9/12/12 19136 79.38 79.38 0.00 79.38 0.00 Pay P79 August 2012
13126 9/12/12 • 9/12/12 19137 79.38 79.38 0.00 79.38 0.00 Pay P62 project status meeting
13127 9/12/12 • 9/12/12 19138 79.38 79.38 0.00 79.38 0.00 Pay P4 projects meetings
13128 9/12/12 • 9/12/12 19139 54.38 54.38 0.00 54.38 0.00 Pay P21 quitclaim deeds problems
13129 9/12/12 ' 9/12/12 19140 317.51 317.51 0.00 317.51 0.00 Pay P2 meetings
13130 9/12/12 • 9/12/12 19141 158.76 158.76 0.00 158.76 0.00 Pay P16 meetings
13131 9/12/12 ' 9/12/12 19142 238.14 238.14 0.00 238.14 0.00 Pay P12
13132 9/12/12 ' 9/12/12 19143 79.38 79.38 0.00 79.38 0.00 Pay P11 meetings
13133 9/12/12 • 9/12/12 19144 927.52 927.52 0.00 927.52 0.00 Pay P10
13134• 9/17112 • 9/12/12 19145 873.15 873.15 0.00 873.15 0.00 Pay P14
13135 9/12/12 • 9/12/12 19146 7,612.55 7,612.55 0.00 7,612.55 0.00 Pay P5
13136 9/12/12 • 9/12/12 19147 4.362.53 4,362.53 0.00 4,362.53 0.00 Pay P49 parking management Issues
13137 9/12/12 ' 9112/12 19148 2,778.14 2,778.14 0.00 2,778.14 0.00 Pay Party Time Rentals P928
13138. 9/12/12 • 9/12/12 19149 22,739.44 22,739.44 0.00 22,739.44 0.00 Pay P7C
13139 9/12112 • 9/12/12 19150 21.830.71 21,830.71 0.00 21,830.71 0.00 Pay General CRC Matters
13281 10/9/12 • 109/12 19289 689.39 689.39 0.00 689.39 0.00 Pay P49
13282 10/9/12 • 10/9/12 19290 4,127.52 4,127.52 0.00 4,127.52 0.00 Pay Party Time Rentals
13283 10/9/12 • 10/9/12 19291 9,211.92 9,211.92 0.00 9,211.92 0.00 Pay P7C Anderson Birkla
13284 109/12 • 109/12 19292 401.26 401.26 0.00 401.26 0.00 Pay PM
13285 10/9/12 • 10/9/12 19293 13,731.92 13,731.92 0.00 13,731.92 0.00 Pay P5
13286 10/9/12 ' 109/12 19294 79.38 79.38 0.00 79.38 0.00 Pay P10
13287 10/9/12 • 10/9/12 19296 79.38 79.38 0.00 79.38 0.00 Pay P12
13288 10/9/12 • 10/9/12 19297 371.89 371.89 0.00 371.89 0.00 Pay P14
13289 10/9/12 ' 10/9/12 19299 79.38 79.38 0.00 79.38 0.00 Pay P2
13290 10/9/12 * 10/9/12 19304 79.38 79.38 0.00 79.38 0.00 Pay P92
13291 10/9/12 • 10/9/12 19305 40,732.64 40,732.64 0.00 40,732.64 0.00 Pay General CRC Matters
13775078 137 750.78 3700 137,750.78 o
Current 1-30 31-60 61-9Q 91-124 Over 12Q
0.00 69,584.06 65,779.16 0.00 1,413.14 974.42
137.750.78 137,750.78 000 137,750.78 0.00
Current 1-30 31-60 61-90 91-120 Over 120
0.00 69,584.06 65,779.16 0.00 1,413.14 974.42
Proscribed by State floard of Accou'its ACCOUNTS PAYABLE VOUCHER City (Roy.Form
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
e€77ek Ste„ q /><nes) hG Purchase Order No.
/Oi/v /in./.bn>y ...Oah° S,a0 73GY Terms
l/a;;Perae7'r, /"L" X620 y Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
9-1z-11 /5/415- /9/9 87,-vs
y../z- ft /9/`/6 / .J 761,2.55
9-)z-f2 ) /V7 1'419 u36.2-5-3
9 /2-i2 / 9/Y8 i4 TR F 92e 2 775),/q
9- 2 /9/99 f'7C L2,739, 'V
9_12-12 /q/so �v>r.- f (,'C 2/; { :47/
Total (,./11
I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
IC
5Ib , 20 (z—
Treasurer
Proscribed 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
//
�(/,^,11gl/o.c� so,ry,_'-, �" 270o3, / -- Purchase Order No.
4 99 42 ry, 5 u4/ ,,5-„,fP 23G' Terms
/&/oragof<1, 4/6 20z/ Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
/2 / 35- fa 7/P 3,568,g7
9-1Z -IQ- /9 /36 P 7 e 79.36
r2-it /2137 X61 79-38
9 -12- (z /9 / 38 10y 75. 38
9 -f f7 19 / 32 /2/ Sy .3if
9-12-1z /9HO P Z 3/• -SI
2- (i -/2 /9/'// 1-1 /6 /5,8,76
9 r��r2 /9/M2 C' p)2 238,/y
9-I2-12 1911, Pe 79.38
v 9 (2-n 19 /Yy f 1G 927-52
Total SS ,6
I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
Ib-l8 , 20 12—
- reasurer
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
///// //
t 4,� / Jpw1✓/5 7- /T645, P. C'_ Purchase Order No.
674 �,* gr 5-04.Art,-556., ,- 2360 Terms
4o1/4//0/404 J� //v 4'O2oV Date Due
invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
io-9-n. /925'9 /'9'9 6S -3,
/U -9_i2 /9290 P4rfy l7wr R- /# s 4 /Z7-5z
/C-9-/ 2 /929/ P c> 9,2//, 92-
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/9297 P /y 377- a'9
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/C -3-/2 /9 3i / 13 a 79 - 38
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I hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
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