HomeMy WebLinkAboutBARNES & THORNBURG LLP - 1137 - 1,942.00 - 9/16/2010 • BARNES & THORNBURG LLP
I I South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
BIN. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION August 31, 2010
AT N: DON CLEVELAND, FINANCE MANAGER Invoice No. 1342251
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000017
MERIDIAN & MAIN PROJECT
For legal services rendered in connection with the above matter
for the period ending July 31, 2010 as described on the attached detail.
Fees for Services $ 1,942.00
TOTAL THIS INVOICE $ 1,942.00
Director of Redevelopment / e/ 3 01=9'
P M D sEP 16 2
00035130-000017 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page I
MERIDIAN & MAIN PROJECT
Date Name Description Hours
07/01/10 Bruce D. Donaldson Had ph with eve "arc in regarding status o .
Meridian & Main project.
07/14/10 Bruce D. Donaldson Reviewed numerous email exchanges between Hardin 0.60
and Haas relating to deal points on Meridian & Main
TIE bonds, and had phone call with 1-laas to discuss
same.
07/16/10 Neal W. Steinbart Considered issues concerning pledging of tax 0.40
increment revenues.
07/16/10 Bruce D. Donaldson Reviewed prior CRC installment contracts for 1.00
restrictions on ability to pledge TIF, discussed same
with Steinbart, and had related call with Matthes; sent
. email to Haas summarizing results of research. .
07/19/10 Bruce D. Donaldson Reviewed extensive email correspondence from 0.30
1-lardin and Haas regarding Meridian & Main project.
07/22/10 Bruce D. Donaldson Reviewed additional extensive email correspondence 0.30
between Haas and Hardin regarding Project
Agreement business points for Meridian & Main
project.
07/27/10 Bruce D. Donaldson Reviewed extensive email correspondence between 0.30
I-laas and developer's counsel relating to Meridian &
Main project.
07/29/10 Neal W. Steinbart Considered issues concerning financing. 0.30
07/29/10 Bruce D. Donaldson Worked on issues regarding various legal and 0.60
financing issues relating to Meridian & Main project,
and had follow up email correspondence with Haas.
07/29/10 Anneliese V. Williams Reviewed timeline for project; discussed amendment 0.50
to existing certificates.
Fees for Services Total S 1,942.00
BARNES & THORNBURG LLP
I I South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION August 31, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1342250
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000016
VILLAGE ON THE GREEN FINANCINGS
For legal services rendered in connection with the above matter
for the period ending July 31, 2010 as described on the attached detail.
Other Charges
Tech Services CD Charges 15.00
$ 15.00
TOTAL THIS INVOICE S 15.00
Director of Redevelopment / 459 0006
0�,l
PAID SEP 16 2010
BARNES & THORNBURG LLP
I South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
B.l.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION August 31; 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1342249
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000015
GENERAL REDEVELOPMENT MATTERS
For legal services rendered in connection with the above matter
for the period ending July 31; 2010 as described on the attached detail.
Fees for Services $ 1,666.00
TOTAL THIS INVOICE $ 1,666.00
Director of Redevelopment /1(3900000
CYee*-0--- PkPU
PAID SEP 16 2010
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
07/01/10 Kimberly W. Blanchet Conferred with Jill Zaniker and Beth Smietana re: 1.10
ADDBAC 1024 filing matters; sent the revised and
completed By-Laws to members of working group.
07/01/10 Bruce D. Donaldson 4 phone call with Steve Hardin, developers 0730Th
Ccounsel, regarding 116th Street Centre project. �.
0784/10 Bruce D. Donaldson Had email correspondence and phone call with 1-laas 0.90
regarding CCCCDC matters; had call with Haas
regarding CRC director issues and status of 116th
Street Centre project.
07/14/10 Bruce D. Donaldson Had phone call with Jim Higgins at London Witte to 0.40
discuss various CRC finance matters in connection
with new treasurer position. .
07/16/10 Bruce D. Donaldson Reviewed draft of Request for Disbursement of Funds 0.50
relating to release of PAC reserve fund, and emailed
proposed revisions to Ullom, all in connection with
Lake City 13ank financing; had follow up email
correspondence with Ullom and Haas.
07/22/10 Bruce D. Donaldson Reviewed draft exhibits to Lake City Bank grant 0.80
agreement and portions of grant agreement, and had
email correspondence with 1-laas and Shoup in
connection therewith; reviewed email correspondence
between PAC bond trustee and Ullom regarding
disbursement procedures for release of reserve hind
moneys upon completion of PAC project.
Fees for Services Total $ 1,666.00
BARNES & THORNBURG LLP
• II South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
G.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION August 31, 2010
A TN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1342248
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000007
PEDCOR DEVELOPMENT FINANCING
For legal services rendered in connection with the above matter
for the period ending July 31, 2010 as described on the attached detail.
Fees for Services $ 367.00
TOTAL THIS INVOICE S 367.00
Director of Redevelopment a°°
SAID se 16 '1019
0003.5130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
PEDCOR DEVELOPMENT FINANCING
Date Name Description Hours
07/26/10 Bruce D. Donaldson Had phone call with Ron Brown of Pedcor to discuss 0.30
rules concerning tax-exempt bonds to refund
outstanding EDC bonds for Pedcor project.
07/27/10 Neal W. Steinhart Researched tax issues concerning financing of 0.30
purchase of parking garage; conferred with Donaldson
concerning same.
07/27/10 Bruce D. Donaldson Conferred with Steinbart regarding tax issues relating 0.20
to proposed refunding of prior EDC bonds with
Redevelopment District bonds.
Fees for Services Total $ 367.00
.A
BARNES & THORNBU.RG LLP
I I South Meridian Street
Indianapolis,Indiana 46204-3535 U.S.A.
8.Lid. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION August 31, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER. Invoice No. 1342247
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE,: UPON RECEIPT
00035130-000006
PERFORMING ART CENTER BOND ISSUE
For legal services rendered in connection with the above matter
for the period ending July 31,2010 as described on the attached detail.
Fees for Services S 516.00
TOTAL THIS INVOICE $ 516.00
P A I D SEP 16 2010
Director of Redevelopment J 4 3 goo°0
p`�
00035130-000006 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 1
PERFORMING ART CENTER BOND ISSUE
Date Name Description Hours
07/14/10 Kimberly W. Blanchet Conferred with Karl I-laas re: Form 990 filing matters; 0.80
reviewed Form 1024 re: the same; worked on same.
07/14/10 Paula C. Goedert Considered issues regarding tiling Form 990 before 0.10
Form 1024.
07/15/10 Kimberly W. Blanchet Reviewed IRS regulations re: timing for tiling Form 0.70
990.
Hours Rate Amount
Paula C. Goedert 0.10 $435.00 $43.50
Kimberly W. Blanchet 1.50 $315.00 $472.50
TOTALS 1.60 $322.50 $516.00
BARNESÞBURG LLr „ South Meridian Saco
Indianapolis,IN 46204-3535 U.S.A.
(317) 2361313
Fax(317)231-7433
Brian L. Burdick www.hd:uc.com
(317)231-7393
brian.hurdick@lnlaw.emi
August 31, 2010
Sherry iA4ielke. Director of Finance
City of Carmel Redevelopment Commission
30 W. Main Street. Suite 220
Carmel, Indiana 46032
Re: Statement for Legal Services
Dear Sherry:
Enclosed please Find our invoices for legal services rendered and expenses incurred for
the period ending .luly 31, 2010.
Please return the remittance copy of each invoice with payment for the amount set forth
on each invoice. Attached to each invoice is a detailed summary of the services provided.
If you should have any questions, please lee' free to contact me.
Sincerely,
�L. /L
Brian L. Burdick
BL13/1s
enclosures
cc: Douglas Haney, Lsti.
I]I)S'I IILU 12130-$50
Adam, Chicago Delaware Indiana Michigan Minneapolis Ohio Washington, D.C.
BARNES & THORNBURG LLP
1 I South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION July 30, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1336869
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABI..E UPON RECEIPT
00035130-000017
MERIDIAN & MAIN PROJECT
For legal services rendered in connection with the above matter
for the period ending June 30, 2010 as described on the attached detail.
Fees for Services $ 273.50
TOTAL THIS INVOICE S 273.511
Director of Redevelopment / 5T5OQ<y 6 G 9 3 ,
PAID SEP 1010
gf// 7 u g'r 2,0,-,
00035130-000017 CITY OF CARMIEL REDEVELOPMENT COMMISSION
Page 1
MERIDIAN & MAIN PROJECT
Date Name Description Hours
06/01/10 Anneliese V. Williams Corresponded with Carmel Planning Department 0.20
regarding economic development plan amendment.
06/23/10 Bruce D. Donaldson Had phone call with Haas regarding status of Meridian 0.30
& Main project agreement, and issue relating to prior
lien on TIF; reviewed related email correspondence
from Wilmering.
06/30/10 Bruce D. Donaldson Had email correspondence with Plan Commission 0.20
office; reviewed email and voice mail correspondence
from Hardin and Haas.
Fees for Services Total $ 273.50
•
BARNES & THORNBURG LLP
I I South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION July 30, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1336868
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE Ul'ON RECEIPT
00035130-000015
GENERAL REDEVELOPMENT MATTERS
For legal services rendered in connection with the above matter
for the period ending June 30, 2010 as described on the attached detail.
Fees for Services $ 10,769.50
Other Charges
Courier Service - Now Courier & Messenger, 17.88
Inc. - to Karen Glaster at City Hall 5/19/10
Other/Misc. Charges - United States 400.00
Treasury - Fees
$ 417.88
TOTAL THIS INVOICE $ 11,187.38
SEP 16 2010
Director of Redevelopment 3 y ono P A
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
• Page I
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
06/02/10 Bruce D. Donaldson I-lad phone call with Matches and reviewed numerous 0.50
emails relating to TIF projections and other CRC
financing matters.
06/03/10 Bruce D. Donaldson Reviewed and responded to email correspondence 0.70
from Olds and I-laas relating to permitted uses of TIF
and related SBA audit issues; reviewed additional
emails from 1-laas, Mayor and Council members
regarding additional related SBA issues; had voice and
email correspondence with Hardin regarding potential
TIF project for 1 16th Street Centre, and sent follow up
email to Carter and Haas.
06/04/10 Bruce D. Donaldson Prepared for and attended meeting at Umbaugh with 2.80
Haas, Matthes and Coonrod, to discuss effect of
appeals on TIF projections and overall CRC cash flow
issues, and to discuss JC 1-tart project; had follow up
email correspondence with Carter and Hardin.
06/07/10 Kimberly W. Blanchet Reviewed Instructions for Form 1024 re: 501(c)(6) 0.60
status.
06/08/10 Bruce D. Donaldson Had phone call with Shaver regarding 116th Street 0.30
Centre project and other CRC funding matters.
06/09/10 Larry J. Stroble Reviewed Curt Coonrod e-mail message; sent e-mail 0.40
message to Bruce Donaldson regarding meeting.
06/10/10 Bruce D. Donaldson Reviewed voice message from Ron Carter, had phone 0.80
calls with Coonrod and Haas and reviewed portions of
redevelopment statute, all in connection with required
uses of land sale proceeds and appointment of CRC
treasurer.
06/11/10 Bruce D. Donaldson Reviewed draft letter from CRC to Clerk-Treasurer 2.70
prepared by Coonrod; had multiple calls with I-laas;
researched permitted uses of land sales proceeds in
redevelopment statute; had phone calls with Mayor
Brainard and Ron Carter; researched and prepared
detailed memo containing legal analysis of permitted
and required uses of land sales proceeds, and emailed
draft memo via email to Mayor, Carter, Olds, Coonrod
and 1-laas.
06/17/10 Bruce D. Donaldson Had phone call with Ullom regarding Regions loan 0.20
advancing funds against $8.6 reserve fund distribution,
and emailed PAC Trust Indenture to Ullom.
06/18/10 Kimberly W. Blanchet Reviewed Instructions for Form 1024 and 8718; 1.30
conferred with Board Members re: 13y-Laws and
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 2
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
organizational purposes.
06/22/10 Richard C. Starkey Reviewed and revised letter to Mayor regarding use of 0.30
land sale proceeds in TIE' situations.
06/22/10 Bruce D. Donaldson Had phone call with Mayor Brainard regarding 2.00
required uses of land sales proceeds by the CRC;
drafted letter to Mayor addressing issue and reviewed
redevelopment statute in connection therewith,
discussed letter with Starkey, and emailed draft letter
to Mayor Brainard; emailed letter to 1-laney.
06/23/10 Kimberly W. Blanchet Prepared By-Laws for ADDBAC; reviewed Articles of 2.40
Incorporation for ADDBAC; reviewed Indiana Code
23-17 re: By-Law natters; conferred with Jill Zaniker,
President for ADDBAC re: member and organization
matters.
06/23/10 Bruce D. Donaldson Finalized and signed letter to Mayor addressing issues 0.30
relating to required uses of CRC land sales proceeds,
discussed and forwarded letter to Haas; reviewed
email correspondence from Fleck.
06/24/10 Kimberly W. Blanchet Had multiple telephone conversations with Jill 1.40
Zaniker, ADDBAC President re: Executive Committee
meeting and 501(c)(6) incorporation matters; reviewed
Form 1024.
06/25/10 Kimberly W. Blanchet Revised ADDBAC By-Laws based on comments 1.40
received from members of working group; reviewed
Form 1024 Checklist and sent request for information
to ADDBAC Board Members; reviewed IC 23-17 re:
distribution of assets of corporation to its members.
06/25/10 Richard C. Starkey Reviewed letter. 0.30
06/25/10 Matthew P. Gregoline Reviewed bylaws and Indiana mutual benefit nonprofit 0.70
dissolution requirements.
06/27/10 Kimberly W. Blanchet Conferred with Jill Zaniker, President of ADDBAC, 0.60
re: information needed for Form 1024; reviewed e-
mail correspondence re: the same.
06/28/10 Kimberly W. Blanchet Prepared for and attended ADDBAC Executive 2.30
Committee meeting; revised draft of 13y-Laws based
on information received at meeting; reviewed Minutes
of such meeting which reflected adoption of By-Laws.
06/28/10 Bruce D. Donaldson Had voice and email correspondence with Mayor 2.80
regarding letter addressing required and permitted uses
of CRC land sales proceeds, emailed finalized letter to
00035130-000015 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page 3
GENERAL REDEVELOPMENT MATTERS
Date Name Description Hours
Mayor, and had follow up voice and email
correspondence with Councilor Acceturo; prepared for
and attended meeting with Haas, Carter and Olds to
interview London Witte Group (Jim Higgins and Bob
Swintz) for CRC treasurer position.
06/28/10 Paula C. Goedert Review of bylaws and phone call with K. Blanchet on 0.20
dissolution and Board issues.
06/29/10 Kimberly W. Blanchet Revised Form 1024 Attachments for ADDBAC 1.30
501(c)(6) filing; completed Form 2848 and Form
8718; sent revised Form 1024 Attachments to working
group for review and comment.
06/30/10 Kimberly W. Blanchet Filed with IRS Form 1024 along with Attachments, 1.10
Form 8718 and Form 2848 for 501(c)(6) determination
for ADDBAC.
06/30/10 Bruce D. Donaldson Had phone call with Swintz at London Witte regarding 0.30
various CRC matters for new Treasurer (London
Witte).
Fees for Services Total $ 10,769.50
BARNES & THORNBURG LLP
I I South Meridian Street
Indianapolis, Indiana 4620,1-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION July 30, 2010
ATTN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1336867
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-000007
PEUCOR DEVELOPMENT FINANCING
For legal services rendered in connection with the above matter
for the period ending June 30, 2010 as described on the attached detail.
Fees for Services $ 46.00
Other Charges
Courier Service - Federal Express - Inv.# 7- 7.11
124-84070 - To Diana Cordray, Clerk-
Treasurer(City of Carmel)
$ 7.11
TOTAL THIS INVOICE $ 53.11
Director of Redevelopment/ 5 5 GO/6 G Y6'7
PAID SEP 1 6 2010
00035130-000007 CITY OF CARMEL REDEVELOPMENT COMMISSION
• Page I
PEDCOR DEVELOPMENT FINANCING
Date Name Description Flours
06/03/10 Anneliese V. Williams Mailed replacement bond to trustee . 0.10
06/07/10 Anneliese V. Williams Mailed canceled bond to Diana Cordray. 0.10
Fees for Services Total $ 46.00
•
BARNES & THORNBURG I.,LP
II South Meridian Street
Indianapolis, Indiana 46204-3535 U.S.A.
E.I.N. 35-0900596
(317)236-1313
CITY OF CARMEL REDEVELOPMENT COMMISSION July 30, 2010
A7 TN: DON CLEVELAND, FINANCE MANAGER Invoice No. 1336866
30 W. MAIN STREET, SUITE 220
CARMEL, IN 46032 Brian L. Burdick
PAYABLE UPON RECEIPT
00035130-00000E
PERFORMING ART CENTER BOND ISSUE
For legal services rendered in connection with the above matter
for the period ending June 30, 2010 as described on the attached detail.
Fees for Services $ 189.00
TOTAL THIS INVOICE S 189.00
PAID SEP 162010
�p-oo
Director of Redevelopment / y y 8a7
0G035130-000006 CITY OF CARMEL REDEVELOPMENT COMMISSION
Page I
PERFORMING ART CENTER BOND ISSUE
Date Name Description Hours
06/07/10 Kimberly W. Blanchet Reviewed Instructions for Form 1024 rc: 501(c)(4) 0.60
status.
Hours Rate Amount
Kimberly W. Blanchet 0.60 $315.00 $189.00
TOTALS 0.60 $315.00 $189.00