RTIRZ-2011-10 - 2011-11-14RESOLUTION NO. RTIRZ2011-10
A RESOLUTION OF THE TAX INCREMENT REINVESTMENT ZONE
NO. 2 (TIRZ), APPROVING INVOICES FOR PAYMENT AFTER
DISCUSSION ON PERRY HOMES TRANSACTION/DEVELOPMENT
BE IT RESOLVED BY TIRZ BOARD OF DIRECTORS:
Section 1. That the TIRZ board approves invoices for payment as follows.
Vendor Invoice No. Invoice Date Amount
ABHR 46194 6/30/2011 $4,025.25
46752 8/2/2011 $1,820.75
47716 9/27/2011 $ 961.25
Marsh
Darcy 1240 10/20/2011 $ 190.00
PASSED, APPROVED, AND ADOPTED this 14th day of November, A.D., 2011.
`ENNETH R.)I'ILLIPS
TIRZ NO. 2 AIRMAN
ATTEST:
MIKE Y:UR
TIRZ NO. 2 S CRETARY
ABHR
Allen Boone Humphries Robinson LLP
Taxpayer ID 74-XO1731 1 �p
June 30, 2011
REINVESTMENT ZONE NO. 2, CITY OF PEARLAND, TEXAS
Page: 1
Ms. Claire Bogard
City of Pearland
Client/Matter: PRZ002-01
3519 Liberty Dd\e
Statement Number: 46194
Pearland, TX 77581
Billing Attorney: Lynne B. Humphries
General Account
Professional Fees
Fees for services posted through June 30, 2011, as follows:
Date Professional
Hours
05/19/11 Lynne B. Humphries
',Receive and review agenda and comment on same and
0.25
exchange of emails emails regarding possible assignment
05/23/11 Lynne B. Humphries
�' Review summary of activity from last month and instruction
0.25
to legal assistant regarding additional action to be taken;
exchange of emails regarding meeting on June 13, 2011
05/27/11 Susan Hostetler
Review 2010 Annual Report.
1.00
05/27/11 Lynne B. Humphries
1, Receive and review proposed final version of the annual
0.50
report; exchange of emails regarding change in Board of
Directors membership; exchange of emails regarding report
on legislation and adding item to the agenda for the June 13,
2011 Board of Directors meeting
05/31/11 Susan Hostetler
Follow up with John Havenstrite of Marsh Darcy Partners,
0.25
Inc. regarding revisions to Annual Report.
06/03/11 Susan Hostetler
Follow up regarding annual report; email to James Ross
0.25
regarding reimbursement/implementation process.
06/06/11 Lynne B. Humphries
Receive and review Developer Reimbursement Audit
0.25
required by the rules of the TCEQ and by the Financing
Agreement for the Tax Increment Reinvestment Zone No. 2,
to be approved at the meeting on June 13, 2011
06/08/11 Susan Hostetler
Preparation for Board of Directors meeting and legislative
0.50
update at meeting.
06/08/11 Lynne B. Humphries
Follow up and work related to Board of Directors meeting on
0.25
N June 13, 2011 and legislative update needed for same.
06/08/11 Trey Lary
Work on legislative update for Board of Directors meeting
0.50
06/10/11 Susan Hostetler
�' Prepare for Board of Directors meeting and work with Trey
0.50
Allen Boone Humphries Robinson LLP June 30, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 2
PRZO02-01 Statement Number: 46194
Lary regarding agenda and information needed.
06/13/11 Lynne B. Humphries Voice mail from attorney for Shadow Creek Ranch regarding 0.25
assignment of reimbursement rights and discussion at
today's Tax Increment Reinvestment Zone Board of
Directors meeting
06/15/11 Susan Hostetler Follow up regarding inquiry from Perry Homes regarding 1.00
financing agreement and reimbursement.
06/15/11 Lynne B. Humphries
Review Master Developer Development Agreement
0.75
regarding assignability; Review TIRZ reimbursement
agreement regarding same; telephone conference with
Darrin Coker, City of Pearland, Texas attorney, regarding
same; relay information to attorney for Shadow Creek
Ranch regarding same
06/16/11 Timothy Austin
Call from Director Cook regarding amendments to TIRZ
0.25
legislation.
06/20/11 Lynne B. Humphries
Telephone conference with Rick Hale at Perry Homes and
0.50
follow up with Steve Sullivan, attorney for Shadow Creek
Ranch, regarding the non assignability of the Master
Developer Reimbursement Agreement with the Tax
Increment Reinvestment Zone, and the limited assignment
provision in the Development Agreement, and my
conversation with the City Attorney for the City of Pearland,
Texas regarding interpretation of these agreements, for
confirmation
06/22/11 Timothy Austin
Review plan and reimbursement agreements regarding
0.50
priority of developers to increment and reimbursement.
06/22/11 Susan Hostetler
Review development agreements with main developer and
0.50
subdeveloper; assist in drafting response to letter from
developer regarding Zone improvements and
reimbursement.
06/22/11 Lynne B. Humphries
Receive and review letter from Shadow Creek Ranch
3.25
Development Company, L.P. Regarding reimbursement
process and interpretation of various reimbursement
agreements; telephone conference with Director Cook
regarding same; telephone conference with Darrin Coker
regarding same; telephone conference with Mark McGrath
regarding same; telephone conference with James Ross,
the Tax Increment Reinvestment Zone engineer regarding
same; send email to Sue Darcy, Tax Increment
Reinvestment Zone administrator regarding same; review
agreements and the Plan Amendment No. 1 in order to draft
response; draft response letter and send to Darrin Coker,
the City of Pearland, Texas attorney, to review same
06/23/11 Susan Hostetler
Email to Bill Eisen and Sue Darcy regarding draft letter to
0.50
Gary Cook in response to questions regarding Zone
Allen Boone Humphries Robinson LLP
June 30, 2011
Reinvestment Zone No. 2, City of Pearland, Texas
Page: 3
PRZ002-01 Statement Number: 46194
reimbursement agreements.
06/23/11 Lynne B. Humphries Telephone conference with Director Cook and telephone
conference with Darrin Coker, City of Pearland, Texas
Attorney, regarding response to the letter from Shadow
Creek Ranch Development Company L.P. Regarding Tax
Increment Reinvestment Zone improvements and
reimbursement procedures and entitlements to increment;
Review, revise and finalize letter based on comments from
Tax Increment Reinvestment Zone engineer, administrator,
auditor and City of Pearland, Texas attorney, and send in
response, to correct and confirm; Receive and review email
from Rick Hale, with Perry Homes, asking for copy of letter
under the Public Information Act and send him copy, as
requested
06/24/11 Lynne B. Humphries Receive and review email request from Perry Homes
regarding amendment of the current agreement with the
Master Developer regarding priority of reimbursement; send
response and send email to Bill Eisen, the City Manager for
the City of Pearland, Texas, and Darrin Coker, the City of
Pearland, Texas attorney, regarding this upcoming request
06/27/11 Lynne B. Humphries Telephone conference with Gary Cook, Developer for the
District, regarding possible assignment of Master District
rights to City of Pearland
Total Fees:
Expenses and Other Items
Expenses and Other Items posted through June 30, 2011
06/13/11 SH Photocopy Charges
RATE SUMMARY
Professional
Timothy Austin
Susan Hostetler
Lynne B. Humphries
Trey Lary
1.00
0.50
0.25
$ 4,016.26
9.00
Total Expenses and Other Items: 9.00
Rate
Hours
Amount
355.00
0.75
266.25
170.00
4.50
765.00
355.00
8.00
2,840.00
290.00
0.50
145.00
Allen Boone Humphries Robinson LLP June 30, 2011
Reinvestment Zone No, 2, City of Pearland, Texas
PRZO02-01
Page: 4
Statement Number: 46194
Total Fees
Total expenses and other items
Total Amount Due
$ 4,016.25
$ 9.00
4,025.25
Allen Boone Humphries Robinson LLP June 30, 2011
Allen Boone Humphries Robinson LLP
To contact the ABHR Billing Department, please call 713-860-6400 or email at billing@abhr.com
June 30, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 1
Client/Matter: P RZO02-01
Statement Number: 46194
General Billing Attorney: Lynne B. Humphries
REMITTANCE PAGE
Fees for services posted through June 30, 2011, as follows: 4,016.25
Expenses and other items posted through June 30, 2011 9.00
Total Amount Due: $ 4,025.26
Please return this page with yourpayment to the remittance address below.
Allen Boone Humphries Robinson LLP
PO Box 4346
Department 90
Houston, Texas 77210-4346
Checks should be made payable to Allen Boone Humphries Robinson LLP
Please include the invoice number on your check
Total amount payable in U.S. dollars
ABHR
Allen Boone Humphries Robinson LLP
Ta)payer ID 74-3091731
August 2, 2011
REINVESTMENT ZONE NO. 2, CITY OF PEARLAND, TEXAS
Ms. Claire Bogard
City of Pearland
3519 Liberty Drive
Pearland, TX 77581
Client/Matter:
Statement Number:
Billing Attorney:
Page: 1
P RZ002-01
46752
Lynne B. Humphries
General Account
Professional Fees
Fees for services posted through July 15, 2011, as follows:
Date Professional Hours
06/29/11 Susan Hostetler �' Respond to request from City of Pearland for Zone 0.25
information and documents.
06/30/11 Susan Hostetler X Respond to request from Rick Hale at Perry Homes for 0.25
information regarding the Zone's letter financing
agreements; review Zone files for same to or�mply with
Open Records Request.
07/07/11 Lynne B. Humphries ti Receive and review and review files and agreements and 1.50
prepare first draft of opinion letter requested; send email to
City of Pearland, Texas attorney Darrin Coker regarding
same
07/08/11 Lynne B. Humphries � Complete work on the letter responding to Steve Sullivan, 1.50
attorney for Shadow Creek Ranch Development Company,
after consultation with Tax Increment Reinvestment Zone
Engineer James Ross, Sue Darcy, Tax Increment
Reinvestment Zone Administrator, and Mark McGrath,
auditor for the Tax Increment Reinvestment Zone
07/08/11 Lisa Kulhanek Per attorney, research maps for district; contact Marsh 1.75
Darcy Partners to get copy of same to r aRgn to Qpen
cords Request.
07/08/11 Cheryl Page Revise and proofread letter to Mr. Stephen M. Sullivan, Esq. 1.00
07/11/11 Susan Hostetler Follow up regarding reimbursement process guidelines 0.25
requested by Rick Hale.
07/11/11 Lynne B. Humphries Receive and review email and respond to same regarding 0.75
prior Plan Amendments; send copy to Darrin Coker with City
of Pearland; draft and send email to Darrin Coker, City of
Pearland City Attorney, Sue Darcy, Mark McGrath and
James Ross regarding outstanding Letter Financing
Allen Boone Humphries Robinson LLP August 2, 2011
Reinvestment Zone No. 2, City of Pearland, Texas
P RZO02-01
Page: 2
Statement Number: 46752
Agreements
07/13/11 Susan Hostetler `' Review and distribute Zone correspondence and permanent
documents files pursuant to Records Management Act.
07/13/11 Lisa Kulhanek �+ Work regarding financing agreements.
Total Fees:
RATE SUMMARY
Professional Rate Hours Amount
Susan Hostetler 170.00 1.25 212.50
Lynne B. Humphries 355.00 3.75 1,331.25
Lisa Kulhanek 90.00 2.00 180.00
Cheryl Page 97.00 1.00 97.00
Total Fees:
Total expenses and other items:
Total Amount Due:
Allen Boone Humphries Robinson LLP
0.50
0.25
$ 1,820.75
$ 1,820.75
$ 0.00
$ 1,820.75
August 2, 2011
Allen Boone Humphries Robinson LLP
To contact the ABHR Billing Department, please call 713-860-6400 or email at billing@abhr.com
August 2, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 1
Client/Matter: PRZO02-01
Statement Number: 46752
General Billing Attorney: Lynne B. Humphries
REMITTANCE PAGE
Fees for services posted through July 15, 2011, as follows: 1,820.75
Expenses and other items posted through July 15, 2011 0.00
Total Amount Due: $ 1,820.75
Please return this page with your payment to the remittance address below.
Allen Boone Humphries Robinson LLP
PO Box 4346
Department 90
Houston, Texas 77210-4346
Checks should be made payable to Allen Boone Humphries Robinson LLP
Please include the invoice number on your check
Total amount payable in U.S, dollars
V. �9. I41
04(p _ .i a L,0 - 5s S , H- 0-1
ABHR
Allen Boone Humphries Robinson LLP
TaVapr ID 74-3091731
September 27, 2011
REINVESTMENT ZONE NO.2, CITY OF PEARLAND, TEXAS
Ms. Claire Bogard
City of Pearland
Q Client/Matter:
3519 Liberty Dries
0 Statement Number:
QC/)
Pearland, TX 77581
k) Billing Attorney:
General Account
N
Professional Fees
Fees for services posted through September 22, 2011, as follows:
Date
07/19/11
07/20/11
09/01 /11
09/09/11
wLU
09/09/11
Page: 1
P RZO02-01
47716
Lynne B, Humphries
4
Professional
Lynne B. Humphries Receive and review estimate of assessed value which is
lower than last certified estimate and exchange of emails
with Ryan O'Hara and Tommy Lee regarding same.
Lynne B. Humphries Review summary of activity and instructions regarding
additional action to be taken at next Board meeting
Susan Hostetler Follow up regarding Zone documentation needed for
meeting.
Susan Hostetler Review information needed for work on reimbursement
TI2Z agreement with Perry Homes; email to Claire Bogard and
Sonia Webb at the City of Pearland regarding action to be
PYY 11- 1,1 taken by the Zone Board and the City• email to Gary Cook
LOW b-a
u-_r""°to`
09/13/11
09/ 14/ 11
regarding information needed regarding development of
property annexed in second plan amendment.
Lynne B. Humphries Meeting with Rick Hale of Perry Homes regarding his
ti purchase of property in the Tax Increment Reinvestment
ay, i) fL2 Zone as a sub -developer and the Financing Agreement he
,y I I. t L4 needs for same and follow up instructions to Susan
Hostetler, legal assistant for the District to communicate
with City of Pearland, Texas regarding schedule and need
for meeting of the Board of Directors to adopt the Financing
Agreement with Perry Homes as a new sub -developer and
other pending District business that needs to be taken care
of
Susan Hostetler �" Respond to inquiry from Director Cook regarding increment
contributing by Alvin Independent School District.
Susan Hostetler Review Interlocal Agreement with Alvin Independent School
District and Project Plan and Reinvestment Zone Financing
Hours
0.25
0.25
0.25
0.25
0.25
0.25
0.75
Allen Boone Humphries Robinson LLP September 27, 2011
LOW b-a
u-_r""°to`
09/13/11
09/ 14/ 11
regarding information needed regarding development of
property annexed in second plan amendment.
Lynne B. Humphries Meeting with Rick Hale of Perry Homes regarding his
ti purchase of property in the Tax Increment Reinvestment
ay, i) fL2 Zone as a sub -developer and the Financing Agreement he
,y I I. t L4 needs for same and follow up instructions to Susan
Hostetler, legal assistant for the District to communicate
with City of Pearland, Texas regarding schedule and need
for meeting of the Board of Directors to adopt the Financing
Agreement with Perry Homes as a new sub -developer and
other pending District business that needs to be taken care
of
Susan Hostetler �" Respond to inquiry from Director Cook regarding increment
contributing by Alvin Independent School District.
Susan Hostetler Review Interlocal Agreement with Alvin Independent School
District and Project Plan and Reinvestment Zone Financing
Hours
0.25
0.25
0.25
0.25
0.25
0.25
0.75
Allen Boone Humphries Robinson LLP September 27, 2011
Hours
0.25
0.25
0.25
0.25
0.25
0.25
0.75
Allen Boone Humphries Robinson LLP September 27, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 2
PRZO02.01 Statement Number: 47716
Plan and draft email responding to inquiry from Director
Cook regarding tax increment payment terms of the
agreement.
09/15/11 Susan Hostetler i, Work on email to Darrin Coker regarding review of Alvin 0.50
Independent School District Interlocal Agreement for
participation in the Zone
09/15/11 Lynne B. Humphries Ni Review agreement with AISD regarding inconsistency in the 0.25
suspense account requirement and opt out; instructions for
Susan Hostetler with the Firm to send email to Darrin Coker
with the City of Pearland
09/21 /11 Lynne B. Humphries \j Conference call with Bill Eisen, the City Manager for the City 0.75
of Pearland, Texas, and Claire Bogard and Darrin Coker, the
City of Pearland Attorney, regarding interpretation of the
Alvin Independent School District participation agreement
and how to bring up possible amendment to release funds in
the suspense account on November 1 of each year, and
how to ensure that all value in the boundaries of the Tax
Increment Reinvestment Zone is accurately reflected on the
tax rolls
Total Fees: $ 961.25
RATE SUMMARY
Professional Rate Hours Amount
Susan Hostetler 170.00 2.00 340.00
Lynne B. Humphries 355.00 1.75 621.25
Total Fees: $ 961.25
Total expenses and other items: $ 0.00
Total Amount Due: $ 961.25
Allen Boone Humphries Robinson LLP September 27, 2011
Allen Boone Humphries Robinson LLP
To contact the ABHR Billing Department, please call 713-860-6400 or email at billing@abhr.com
September 27, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 1
Client/Matter: PRZA02-01
Statement Number: 47716
General Billing Attorney: Lynne B. Humphries
REMITTANCE PAGE
Fees for services posted through September 22, 2011, as follows: 961.25
Expenses and other items posted through September 22, 2011 0.00
Total Amount Due: $ 961.25
Please return this page with your payment to the remittance address below.
Allen Boone Humphries Robinson LLP
PO Box 4346
Department 90
Houston, Texas 77210-4346
Checks should be made payable to Allen Boone Humphries Robinson LLP
Please include the inwice number on your check
Total amount payable in U.S. dollars
marshdarcJy
PARTNERS
Marsh Darcy Partners, Inc.
8955 Katy Freeway Suite 215
Houston, TX 77024
Bill To:
City of Pearland
Attn: Claire Bogard
JOB: TIRZ2 PERRY HOMES
3519 Liberty Dr.
Pearland, TX 77581
Item Description
Sue Darcy
Jan Buehler
Jan Buehler
Thank you for your business.
Meeting w/Rick Hale of Perry Homes in
response to request for information
related to values, outstanding debt, etc.
i Assist Sue Darcy in meeting with Rick
Hale/Perry Homes to provide Pearland
TIRZ 2 documents.
Forwarded 6/13 Pearland TIRZ 2
agenda packet to Rick Hale/Perry
Homes.
,
Invoice
Invoice # : 1240
Date: 10/20/2011
Terms:
#
Rate
1 ?
i
160.00
0.5
s
40.00
0.25 i
40.00
Total Due
Due on receipt
Date
Amount
6/7/2011 i
160.00
i
6/7/2011
20.00
6/10/2011
10.00
$190.00
Phone #
Fax:
Web Site
(713) 647-9880
(713) 647-6448
ww�,.marshdarcypartners.com
S.
' 1
ABHR
Allen Boone Humphries Robinson LLP •,�
`CI e J „� _ Ta payer 10 743C91731 1�
V I �� 5 - CJ June 30, 2011
REINVESTMENT ZONE NO. 2, CITY OF PEARLAND, TEXAS
Ms. Claire Bogard
City of Pearland
3519 Liberty Drive
Pearland, TX 77581
General Account
Page: 1
Client/Matter: PRZ002-01
Statement Number: 46194
Billing Attorney: Lynne B. Humphries
Professional Fees
Fees for services posted through
June 30, 2011, as follows:
Date Professional
Hours
05/19/11 Lynne B. Humphries
N Receive and review agenda and comment on same and
0.25
exchange of emails emails regarding possible assignment
05/23/11 Lynne B. Humphries
ti Review summary of activity from last month and instruction
0.25
to legal assistant regarding additional action to be taken;
exchange of emails regarding meeting on June 13, 2011
05/27/11 Susan Hostetler
V Review 2010 Annual Report.
1.00
05/27/11 Lynne B. Humphries
Receive and review proposed final version of the annual
0.50
report; exchange of emails regarding change in Board of
Directors membership; exchange of emails regarding report
on legislation and adding item to the agenda for the June 13,
2011 Board of Directors meeting
05/31/11 Susan Hostetler
Follow up with John Havenstrite of Marsh Darcy Partners,
0.25
Inc. regarding revisions to Annual Report.
06/03/11 Susan Hostetler
�' Follow up regarding annual report; email to James Ross
0.25
regarding reimburs ementhmplementation process.
06/06/11 Lynne B. Humphries
Receive and review Developer Reimbursement Audit
0.25
required by the rules of the TCEQ and by the Financing
Agreement for the Tax Increment Reinvestment Zone No. 2,
to be approved at the meeting on June 13, 2011
06/08/11 Susan Hostetler
Preparation for Board of Directors meeting and legislative
0.50
update at meeting.
06/08/11 Lynne B. Humphries
Follow up and work related to Board of Directors meeting on
0.25
June 13, 2011 and legislative update needed for same.
06/08/11 Trey Lary
Work on legislative update for Board of Directors meeting
0.50
06/10/11 Susan Hostetler
o' Prepare for Board of Directors meeting and work with Trey
0.50
Allen Boone Humphries Robinson LLP June
30, 2011
30
Reinvestment Zone No. 2, City of Pearland, Texas Page: 2
PRZO02-01 Statement Number: 46194
Lary regarding agenda and information needed.
06/13/11 Lynne B. Humphries
Voice mail from attorney for Shadow Creek Ranch regarding
0.25
assignment of reimbursement rights and discussion at
today's Tax Increment Reinvestment Zone Board of
Directors meeting
06/15/11 Susan Hostetler
Follow up regarding inquiry from Perry Homes regarding
1.00
financing agreement and reimbursement.
06/15/11 Lynne B. Humphries
Review Master Developer Development Agreement
0.75
regarding assignability; Review TIRZ reimbursement
agreement regarding same; telephone conference with
Darrin Coker, City of Pearland, Texas attorney, regarding
same; relay information to attorney for Shadow Creek
Ranch regarding same
06/16/11 Timothy Austin
Call from Director Cook regarding amendments to TIRZ
0.25
legislation.
06/20/11 Lynne B. Humphries
Telephone conference with Rick Hale at Perry Homes and
0.50
follow up with Steve Sullivan, attorney for Shadow Creek
Ranch, regarding the non assignability of the Master
Developer Reimbursement Agreement with the Tax
Increment Reinvestment Zone, and the limited assignment
provision in the Development Agreement, and my
conversation with the City Attorney for the City of Pearland,
Texas regarding interpretation of these agreements, for
confirmation
06/22/11 Timothy Austin
Review plan and reimbursement agreements regarding
0.50
priority of developers to increment and reimbursement.
06/22/11 Susan Hostetler
Review development agreements with main developer and
0.50
subdeveloper; assist in drafting response to letter from
developer regarding Zone improvements and
reimbursement.
06/22/11 Lynne B. Humphries
Receive and review letter from Shadow Creek Ranch
3.25
Development Company, L.P. Regarding reimbursement
process and interpretation of various reimbursement
agreements; telephone conference with Director Cook
regarding same; telephone conference with Darrin Coker
regarding same; telephone conference with Mark McGrath
regarding same; telephone conference with James Ross,
the Tax Increment Reinvestment Zone engineer regarding
same; send email to Sue Darcy, Tax Increment
Reinvestment Zone administrator regarding same; review
agreements and the Plan Amendment No. 1 in order to draft
response; draft response letter and send to Darrin Coker,
the City of Pearland, Texas attorney, to review same
06/23/11 Susan Hostetler
Email to Bill Eisen and Sue Darcy regarding draft letter to
0.50
Gary Cook in response to questions regarding Zone
Allen Boone Humphries Robinson LLP
June 30, 2011
31
Reinvestment Zone No. 2, City of Pearland, Texas
PRZ002-01 Statement Number:
Page: 3
46194
reimbursement agreements.
06/23/11 Lynne B. Humphries Telephone conference with Director Cook and telephone
1.00
conference with Darrin Coker; City of Pearland, Texas
Attorney, regarding response to the letter from Shadow
Creek Ranch Development Company L.P. Regarding Tax
Increment Reinvestment Zone improvements and
reimbursement procedures and entitlements to increment;
Review, revise and finalize letter based on comments from
Tax Increment Reinvestment Zone engineer, administrator,
auditor and City of Pearland, Texas attorney, and send in
response, to correct and confirm; Receive and review email
from Rick Hale, with Perry Homes, asking for copy of letter
under the Public Information Act and send him copy, as
requested
06/24/11 Lynne B. Humphries Receive and review email request from Perry Homes
0.50
regarding amendment of the current agreement with the
Master Developer regarding priority of reimbursement; send
response and send email to Bill Eisen, the City Manager for
the City of Pearland, Texas, and Darrin Coker, the City of
Pearland, Texas attorney, regarding this upcoming request
06/27/11 Lynne B. Humphries Telephone conference with Gary Cook, Developer for the
0.25
District, regarding possible assignment of Master District
rights to City of Pearland
Total Fees: $
4,016.25
Expenses and Other Items
Expenses and Other Items posted through June 30, 2011
06/13/11 SH
Photocopy Charges
9.00
Total Expenses and Other Items: 9.00
RATE SUMMARY
Professional
Rate Hours
Amount
Tmothy Austin
355.00 0.75
266.25
Susan Hostetler
170.00 4.50
765.00
Lynne B. Humphries
355.00 8.00
2,840.00
Trey Lary
290.00 0.50
145.00
Allen Boone Humphries Robinson LLP
June 30, 2011
32
Reinvestment Zone No, 2, City of Pearland, Texas
P RZO02-01
Allen Boone Humphries Robinson LLP
Page: 4
Statement Number: 46194
Total Fees
Total expenses and other items
Total Amount Due:
4,016.25
$ 9.00
$ 4,025.25
June 30, 2011
33
Allen Boone Humphries Robinson LLP
To contact the ABHR Billing Department, please call 713-860-6400 or email at billing@abhr.com
June 30, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 1
Client/Matter: P RZO02-01
Statement Number: 46194
General Billing Attorney: Lynne B. Humphries
REMITTANCE PAGE
Fees for ser\ices posted through June 30, 2011, as follows: 4,016.25
Expenses and other items posted through June 30, 2011 9.00
Total Amount Due: $ 4,025.25
Please return this page with your payment to the remittance address below.
Allen Boone Humphries Robinson LLP
PO Box 4346
Department 90
Houston, Texas 77210-4346
Checks should be made payable to Allen Boone Humphries Robinson LLP
Please include the invoice number on your check
Total amount payable in U.S. dollars
34
ABHR
Allen Boone Humphries Robinson LLP
Ta)papr ID 74-3091731
August 2, 2011
REINVESTMENT ZONE NO. 2, CITY OF PEARLAND, TEXAS
Ms. Claire Bogard
City of Pearland
3519 Liberty Drive
Pearland, TX 77581
General Account
Professional Fees
Fees for services posted through July 15, 2011, as follows:
Client/Matter:
Statement Number:
Billing Attorney:
Page: 1
P RZO02-01
46752
Lynne B. Humphries
Date
Professional
Hours
06/29/11
Susan Hostetler �' Respond to request from City of Pearland for Zone
0.25
information and documents.
06/30/11
Susan Hostetler X Respond to request from Rick Hale at Perry Homes for
0.25
information regarding the Zone's letter financing
agreements; review Zone files for same to co- mply with
Open_Records Request.
07/07/11
Lynne B. Humphries Receive and review and review files and agreements and
1.50
prepare first draft of opinion letter requested; send email to
City of Pearland, Texas attorney Darrin Coker regarding
same
07/08/11
Lynne B. Humphries Complete work on the letter responding to Steve Sullivan,
1.50
attorney for Shadow Creek Ranch Development Company,
after consultation with Tax Increment Reinvestment Zone
Engineer James Ross, Sue Darcy, Tax Increment
Reinvestment Zone Administrator, and Mark McGrath,
auditor for the Tax Increment Reinvestment Zone
07/08/11
Lisa Kulhanek Per attorney, research maps for district; contact Marsh
1.75
Darcy Partners to get copy of same tq respon o Clpen
—13Z22Lds Request.
07/08/11
Cheryl Page Revise and proofread letter to Mr. Stephen M. Sullivan, Esq.
1.00
07/11/11
Susan Hostetler Follow up regarding reimbursement process guidelines
0.25
requested by Rick Hale.
07/11/11
Lynne B. Humphries Receive and review email and respond to same regarding
0.75
prior Plan Amendments; send copy to Darrin Coker with City
of Pearland; draft and send email to Darrin Coker, City of
Pearland City Attorney, Sue Darcy, Mark McGrath and
James Ross regarding outstanding Letter Financing
Allen Boone Humphries Robinson LLP August 2, 2011
35
Reinvestment Zone No. 2, City of Pearland, Texas Page: 2
PRZO02-01 Statement Number: 46752
Agreements
07/13/11 Susan Hostetler `' Review and distribute Zone correspondence and permanent 0.50
documents files pursuant to Records Management Act.
07/13/11 Lisa Kulhanek �+ Work regarding financing agreements. 0.25
Total Fees: $ 1,820.75
RATE SUMMARY
Professional Rate Hours Amount
Susan Hostetler 170.00 1.25 212.50
Lynne B. Humphries 355.00 3.75 1,331.25
Lisa Kulhanek 90.00 2.00 180.00
Cheryl Page 97.00 1.00 97.00
Allen Boone Humphries Robinson LLP
Total Fees: $ 1,820.75
Total expenses and other items: $ 0.00
Total Amount Due: $ 1,820.75
August 2, 2011
KE
Allen Boone Humphries Robinson LLP
To contact the ABHR Billing Department, please call 713-860-6400 or email at billing@abhr.com
August 2, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 1
Client/Matter: P RZO02-01
Statement Number: 46752
General Billing Attorney: Lynne B, Humphries
REMITTANCE PAGE
Fees for services posted through July 15, 2011, as follows: 1,820.75
Expenses and other items posted through July 15, 2011 0.00
Total Amount Due: $ 1,820.75
Please return this page with your payment to the remittance address below.
Allen Boone Humphries Robinson LLP
PO Box 4346
Department 90
Houston, Texas 77210-4346
Checks should be made payable to Allen Boone Humphries Robinson LLP
Please include the invoice number on your check
Total antount payable in U.S, dollars
37
VJ44)411 � l 14,
t)tp� _ .J Q L0 - )SS- ! 1- 0-]
ABHR
Allen Boone Humphries Robinson LLP
TM�aWrID 74-3091731
September 27, 2011
REINVESTMENT ZONE NO.2, CITY OF PEARLAND, TEXAS
Ms. Claire Bogard �o
City of Pearland Q ,a Client/Matter.
3519 Liberty Dri\te Qt Statement Number:
Pearland, TX 77581 k) �/� Billing Attorney:
General Account
Professional Fees
Fees for services posted through September 22, 2011, as follows:
Date
07/19/11
07/20/11
09/01 /11
09/09/11
wLU
°`q
09/09/11
Page; 1
P RZ002-01
47716
Lynne B. Humphries
Professional
Lynne B. Humphries
Receive and review estimate of assessed value which is
lower than last certified estimate and exchange of emails
with Ryan O'Hara and Tommy Lee regarding same.
Lynne B. Humphries
Review summary of activity and instructions regarding
additional action to be taken at next Board meeting
Susan Hostetler
Follow up regarding Zone documentation needed for
meeting.
Susan Hostetler
Review information needed for work on reimbursement
6.t- vY, TJ
agreement with Perry Homes; email to Claire Bogard and
Sonia Webb at the City of Pearland regarding action to be
PYy
taken by the Zone Board and the City: email to Gary Cook
LOW bA
o-�
09/13/11
09/14/11
regarding information needed regarding development of
property annexed in second plan amendment.
Lynne B. Humphries
Meeting with Rick Hale of Perry Homes regarding his
y purchase of property in the Tax Increment Reinvestment
or, i) iz-z
Zone as a sub -developer and the Financing Agreement he
1 i 1
needs for same and follow up instructions to Susan
Hostetler, legal assistant for the District to communicate
with City of Pearland, Texas regarding schedule and need
for meeting of the Board of Directors to adopt the Financing
Agreement with Perry Homes as a new sub -developer and
other pending District business that needs to be taken care
of
Susan Hostetler
Respond to inquiry from Director Cook regarding increment
contributing by Alvin Independent School District.
Susan Hostetler
Review Interlocal Agreement with Alvin Independent School
District and Project Plan and Reinvestment Zone Financing
Hours
0.25
0.25
0.25
0.25
0.25
0.25
0.75
Allen Boone Humphries Robinson LLP September 27, 2011
38
Reinvestment Zone No. 2, City of Pearland, Texas Page: 2
PRZ002-01 Statement Number: 47716
Plan and draft email responding to inquiry from Director
Cook regarding tax increment payment terms of the
agreement.
09/15/11 Susan Hostetler e, Work on email to Darrin Coker regarding review of Alvin 0.50
Independent School District Interlocal Agreement for
participation in the Zone
09/15/11 Lynne B. Humphries V Review agreement with AISD regarding inconsistency in the 0.25
suspense account requirement and opt out; instructions for
Susan Hostetler with the Firm to send email to Darrin Coker
with the City of Pearland
09/21/11 Lynne B. Humphries \4 Conference call with Bill Eisen, the City Manager for the City 0.75
of Pearland, Texas, and Claire Bogard and Darrin Coker, the
City of Pearland Attorney, regarding interpretation of the
Alvin Independent School District participation agreement
and how to bring up possible amendment to release funds in
the suspense account on November 1 of each year, and
how to ensure that all value in the boundaries of the Tax
Increment Reinvestment Zone is accurately reflected on the
tax rolls
Total Fees: $ 961.25
RATE SUMMARY
Professional Rate Hours Amount
Susan Hostetler 170.00 2.00 340.00
Lynne B. Humphries 355.00 1.75 621.25
Allen Boone Humphries Robinson LLP
Total Fees: $ 961.25
Total expenses and other items: $ 0.00
Total Amount Due: $ 961.25
September 27, 2011
39
Allen Boone Humphries Robinson LLP
To contact the ABHR Billing Department, please call 713-860-6400 or email at billing@abhr.com
September 27, 2011
Reinvestment Zone No. 2, City of Pearland, Texas Page: 1
Client/Matter: P RZO02-01
Statement Number: 47716
General Billing Attorney: Lynne B. Humphries
REMITTANCE PAGE
Fees for services posted through September 22, 2011, as follows: 961.25
Expenses and other items posted through September 22, 2011 0.00
Total Amount Due: $ 961.25
Please return this page with your payment to the remittance address below.
Allen Boone Humphries Robinson LLP
PO Box 4346
Department 90
Houston, Texas 77210-4346
Checks should be made payable to Allen Boone Humphries Robinson LLP
Please include the invoice number on your check
Total amount payable in US. doIIars
40
marshdarcy
PARTNERS
Marsh Darcy Partners, Inc.
8955 Katy Freeway Suite 215
Houston, TX 77024
Bill To:
City of Pearland
Attn: Claire Bogard
JOB: TIRZ2 PERRY
HOMES
3519 Liberty Dr.
Pearland, TX 77581
Item
Description
Sue Darcy
' Meeting w/Rick Hale of Perry Homes In
response to request for information
3+3 related to values, outstanding debt, etc.
Jan Buehler
lAssist Sue Darcy in meeting with Rick
Hale/Perry Homes to provide Pearland
+TIRZ 2 documents.
Jan Buehler
Forwarded 6/13 Pearland TIRZ 2
agenda packet to Rick Hale/Perry
Homes.
i
j t
Thank you for your business.
Phone #
Fax:
Web Site
(713) 647-9880
(713) 647-6448
www.marshdarcypartners.com
Invoice
Invoice # : 1240
Date: 10/20/2011
Terms: Due on receipt
# Rate
1 j 160.00
i
0.5 40.00
s
0.25 40.00
i
i
Date
Amount
6/7/2011 '
160.00
6/7/2011
20.00
6/ 10/2011
10.00
i
i
t
1
� '
i
I,
3
I
�
� F
t
�
Total Due $190.00
41