226096 11/18/2013 a CITY OF CARMEL, INDIANA VENDOR: 367409 Page 1 of 1
ONE CIVIC SQUARE GOLF CONVERGENCE, INC
CARMEL, INDIANA 46032 4215 MORNINGSTAR DR CHECK AMOUNT: $5,682.99
CASTLE ROCK CO 80108 CHECK NUMBER: 226096
CHECK DATE: 11/18/2013
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
103 4340400 30098 428 5, 682 . 99 BROOKSHIRE FEASIBILIT
. �
SENSE
Invoice No. [ 428
Bill To [ Michael W.Klitzmg,CPRE
Address [ Assistant Director
bed Carmel Clay Parks&Recreation
teerddeeee
Administrative Office
=- 5 1411 E.116th Street
D Phone-1 Carmel,IN .4031.J.Keegan,Managing Principal J Phone-2 [ P 317.573.4018
4215 Morningstar Drive E-Mail Castle Rock,CO 80108 3 US Currency
www.golfconvergence.com Professional Fees-Priced Proposal [ 29,950.00
Paid on Account through 11/5/13 [ 15,550.00
Professional Fees-Balance Payable 11/5/2013 [ 5,000.00
Balance Remaining [ 9,400.00
Expenses-Priced Proposal Not to Exceed I 5,000.00
Paid on Account through 11/5/13 [ 3,060.53
Expenses-11/5/13 682.99
Balance Remaining 1,256.48
Invoice Subtotal 11/5/13 I 5,682.99
Tuesday,November 05,2013 Tax Rate 0.00
Thank you. Total Amount Due:11/5/13 I 5,682.99
[Strategic Q 1,750.00? [ 0.001
Sa. Completed Industry Analysis _ Understand challenges of current industry and projections for 10%coi^Keegan 0.00 100 00% Previously_Billed,
1b. Completed :Golfer Local Market Analysis Identify market potential to expand membership Tactician 1,250.00_ 100.00% _ Previously Billedi
2 Completed Weather Impact Study _ 'Establish operating seasons Weather Trends 500.00. 100.00% Previously Billed
Tactical 6,650.001 I o.00l
3a. In Progress Technology Integration Review ;Ensure integrated system to serve golfers effectively Keegan 750.00 100.00% .- I Previously Billed
3b. In Progress Web Site Analysis !Review efficacy Keegan 400.00 100.00% Previously Billed'
3c. In Progress Email Marketing and Social M_edia 'Ensure tools adopted to stimulate play Keegan 1,500.00, 100.00% Previously Billed,
4a. In Progress Financial Analysis i Identification of opportunities to increase revenue Keegan 1,800.00 0.00% _ 0.001
4b. In Progress Key Metrics and Benchmarking !Compare financial performance to similarclubs establishing Keegan 1,800.00 0.00% I 0.00
4c. In Progress .Yield Management 'Cash flow forecast Keegan 400.00 0.00%, 0.00,
'Operational I I i 0.00
5a. In Progress Architectural Review !Review course for renovation opportunities Norby!Kern 3,000.00 100.00% _ Previously Billed',
56. _Completed .Agronomy Analysis current agronomic practices Vogt 1,250.00 100.00% Previously Belled
5c. Completed Maintenance-Deferred Capital Expenditures Determine investment in course infrastructure required _Vogt .. 400.00 100.00% _ __ ,... Prevlously_&Iled i
5d. Completed Maintenance-Equipment Review Determine of adequate equipment in use Norby _ 1,200.00._ 100.00% _ Previously_Billed!
5e. _ Completed Maintenance_-Labor Study _ _ Calculate actual maintenance hours vs required Vogt 500.00 _ 10000% -- Previously 8llled,
6a. in Progress__ .Marketing - ;Branding Study,Rate and Execution Analysis Keegan _ 800.00; 100.00% _ Previously Billed
6b. In Progress Operations 'Assembly of Golf Evaluation ,Keegan 60000 10000% _ Previously Billed:
6c. In Progress Operations Labor Review __ Keegan _ 400 00_ - 100 00% ._ Previously Billed'
6d. In Progress _Operations Merchandise Review Keegan _600.00, 100.00% __ - Previously Belled_
7 In Progress :Golfer Preference Survey [Identification of golfer preferences _ _ Keegan __ 1,600.00. 100.00% ,_ I Previously Billed!
8 In Progress ;Golfer Loyalty Evaluation !Establishing consensus on club's vision Keegan 800.00: 100.00% Previously Billed.
[Broker's Opinion of Value ! G 5,000.001 [ 0.001
n
Marcus&Millichap Broker's Opinion oft Value ,Statement of Value _ ..... .. a-Marcus&Millichal 5000001 100.00% .. ,_.,. 5,000001
Keegan 3,600 00 0 00% 0,00,
[Conclusion fl a I t 5,400.00 I s,oao,00l
Business Plan Business Plan-Adobe Filent LPPTX City Council Workshop Session with PPTX Presentation Keegan s 3,600.00: 0.00%, 0.00,
[Professional Fees (I I 29,950.00 _ [ 5,000.001
Expenses Total' Adjustment9
8/1/13-8/31/13 :Expenses Worksheet 682.99_y .. - I 682.99'
�fExpenses. 'Not to Exceed 5,000.00 682.99(
I I
Subtotal .5,682.99
Tax 0.00
Thank you for letting us serve youl Total _Billing-Professional Fees and Expenses ( 5,682.99
ACCOUNTS PAYABLE VOUCHER
CITY OF CARMEL
An invoice of 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
Purchase Order No.
367409 Golf Convergence, Inc.
4215 Morningstar Drive Date Due
Castle Rock, CO 80108
Invoice Invoice Description
Date Number (or note attached invoice(s) or bill(s)) PO# Amount
11/5/13 428 Brookshire golf course feasibility study 30098 $ 5,682.99
Total $ 5,682.99
1 hereby certify that the attached invoice(s), or bill(s)is(are)true and correct and I have audited same in accordance
with IC 5-11-10-1.6
20_
Clerk-Treasurer
Voucher No. Warrant No.
367409 Golf Convergence, Inc. Allowed 20
4215 Morningstar Drive
Castle Rock, CO 80108
In Sum of$
$ 5,682.99
ON ACCOUNT OF APPROPRIATION FOR
103 PARKS CAPITAL FUND
PO#or INVOICE NO. =T#/TlTL1 AMOUNT Board Members
Dept#
30098 428 4340400 $ 5,682.99 1 hereby certify that the attached invoice(s), or
bill(s) is (are)true and correct and that the
materials or services itemized thereon for
which charge is made were ordered and
received except
14-Nov 2013
I
Signature
$ 5,682.99 Accounts Payable Coordinator
Cost distribution ledger classification if Title
claim paid motor vehicle highway fund