Full text
Exhibit A
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 1 of 10
Invoice Number: 11367
We appreciate your business
Page
2
of 12
Omni Management Group
5955 DeSoto Avenue, Suite #100
Woodland Hills, CA 91367
818-906-8300
February 14, 2023
KServicing Inc - 327
Invoice Number: 11367
Invoice Period: 01-01-2023 - 01-31-2023
Payment Terms: Upon Receipt
RE: Balloting
Balloting
Time Details
Date
Professional
Description
Hours
Rate
Amount
01-03-2023
Kim Steverson
Coordinate with IT Team regarding testing e-Balloting
portal
0.40
187.50
75.00
01-03-2023
Kim Steverson
Review
revised
proposed
order
on
Disclosure
Statement and coordinate with Solicitation Team and
IT Support re updating ballots and testing
0.80
187.50
150.00
01-03-2023
Jeriad Paul
Coordinate eBalloting portal testing
0.20
187.50
37.50
01-03-2023
Kimberly
McDermott
Perform development testing re eBalloting portal
1.60
90.00
144.00
01-03-2023
Max Meisler
Perform development testing re eBalloting portal
0.90
140.00
126.00
01-03-2023
Paul Story
Perform testing on custom e-Balloting portal
4.00
139.50
558.00
01-04-2023
Jeriad Paul
Review plan and election documents in preparation of
upcoming Solicitation
0.70
187.50
131.25
01-04-2023
Michelle Ignacio
Prepare & format Word versions of ballots
0.50
175.00
87.50
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 2 of 10
Invoice Number: 11367
We appreciate your business
Page
3
of 12
Date
Professional
Description
Hours
Rate
Amount
01-05-2023
Michelle Ignacio
Prepare & format Word versions of ballots for
eBalloting and printing for service
2.00
175.00
350.00
01-05-2023
Kim Steverson
Review sample ballots and email D. Hunter-Thompson
@ Weil re code errors on draft ballots
0.20
187.50
37.50
01-06-2023
Kim Steverson
Review and revise updated Plan Class Report
1.60
187.50
300.00
01-06-2023
Kim Steverson
Coordinate with Claims and IT Teams regarding
updated Plan Class Report
0.70
187.50
131.25
01-06-2023
Kim Steverson
Conference call with B. Whitaker, M. Ignacio, P. Story
re eBalloting development
0.30
187.50
56.25
01-06-2023
Brittney Whitaker
QC and test re eBalloting portal
0.30
175.00
52.50
01-06-2023
Michelle Ignacio
Call with Kim Steverson, Paul Story, Angela Nownes,
et al @ Omni re KServicing e-Balloting Call
0.30
175.00
52.50
01-06-2023
Michelle Ignacio
Incorporate changes and provide updated plan class
report
1.40
175.00
245.00
01-06-2023
Michelle Ignacio
Update ballot table and send report for eBallot Testing
0.30
175.00
52.50
01-06-2023
Paul Story
Performing Implementation and associated verification
2.00
139.50
279.00
01-06-2023
Paul Story
Meet with Kim, Brittney, Michelle, et al re KServicing e-
Balloting dates/requirements
0.50
139.50
69.75
01-06-2023
Brittney Whitaker
Conference call with K.Steverson, M. Ignacio, P. Story
re eBalloting development
0.50
175.00
87.50
01-06-2023
Kim Steverson
Call with D. Hunter Thompson @ Weil to review draft
plan class report
1.50
187.50
281.25
01-09-2023
Michelle Ignacio
Incorporate changes and provide updated plan class
report
0.60
175.00
105.00
01-09-2023
Kim Steverson
Review and revise updated Plan Class Report
2.10
187.50
393.75
01-10-2023
Kim Steverson
Review and verify claims re plan class assignments
2.00
187.50
375.00
01-10-2023
Kim Steverson
Revise plan class report and transmit same to counsel
0.80
187.50
150.00
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 3 of 10
Invoice Number: 11367
We appreciate your business
Page
4
of 12
Date
Professional
Description
Hours
Rate
Amount
01-10-2023
Kim Steverson
Review sample ballots and provide comments to same
0.20
187.50
37.50
01-10-2023
Kim Steverson
Confer with IT re ballot portal testing
0.60
187.50
112.50
01-10-2023
Kim Steverson
Review e-mail received and respond to D. Parker-
Thompson @ Weil re updated ballots
0.20
187.50
37.50
01-10-2023
Michelle Ignacio
Incorporate changes and provide updated plan class
report
0.50
175.00
87.50
01-11-2023
Paul Story
Perform testing on custom e-Balloting portal
2.00
139.50
279.00
01-12-2023
Kim Steverson
Confer with IT re ballot portal updates and testing
0.80
187.50
150.00
01-12-2023
Paul Story
Perform system / integration testing
1.00
139.50
139.50
01-12-2023
Michelle Ignacio
Update e-Ballot data & PDF file transfer application
set up
0.50
175.00
87.50
01-13-2023
Paul Story
Review, test, and provide comments on customized e-
Balloting website
1.00
139.50
139.50
01-13-2023
Kim Steverson
Review file and update solicitation memo
1.20
187.50
225.00
01-16-2023
Kim Steverson
Continue drafting and revising solicitation memo
0.80
187.50
150.00
01-16-2023
Kim Steverson
Review Plan Class Report and related documents and
prepare for call with Weil and RLF Teams
0.40
187.50
75.00
01-16-2023
Kim Steverson
Review claims and revise Plan Class Report
3.10
187.50
581.25
01-16-2023
Kim Steverson
Coordinate with IT Team re updates to ballots and
portal preparation for email service to Borrowers
1.00
187.50
187.50
01-16-2023
Jeriad Paul
Call with C. Bentley, E. Ruocco, D. Parker-Thompson
@ Weil; A. Steele @ RLF; K. Steverson, B. Whitaker
@ Omni re Plan Class Report
1.00
187.50
187.50
01-16-2023
Michelle Ignacio
Perform e-Ballot & service ballot PDF file updates
1.00
175.00
175.00
01-16-2023
Michelle Ignacio
Update plan class report
0.50
175.00
87.50
01-16-2023
Paul Story
Create Requirements / perform analysis
3.00
139.50
418.50
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 4 of 10
Invoice Number: 11367
We appreciate your business
Page
5
of 12
Date
Professional
Description
Hours
Rate
Amount
01-16-2023
Kim Steverson
Call with C. Bentley, E. Ruocco, D. Parker-Thompson
@ Weil; A. Steele @ RLF; J. Paul, B. Whitaker @
Omni re Plan Class Report
1.00
187.50
187.50
01-16-2023
Brittney Whitaker
Call with C. Bentley, E. Ruocco, D. Parker-Thompson
@ Weil; A. Steele @ RLF; J. Paul, K. Steverson @
Omni re Plan Class Report
1.00
175.00
175.00
01-16-2023
Jeriad Paul
Review claims and plan class report
0.30
187.50
56.25
01-17-2023
Kim Steverson
QC development testing re eBalloting portal
1.00
187.50
187.50
01-17-2023
Michelle Ignacio
Compare borrower files to ballot parties table for
solicitation service, provide updated files for Data
Management, Case Management review
1.50
175.00
262.50
01-17-2023
Jennifer
Lizakowski
Call with K. Steverson re review of and verify claims
for plan class assignments
0.60
150.00
90.00
01-17-2023
Paul Story
Update Code and testing requirement, deploy to
staging
6.00
139.50
837.00
01-17-2023
Michelle Ignacio
Call with Yelena Bederman, Kim Steverson, Jeff
Canaber @ Omni re: KServicing - Email Service
Discussion
0.30
175.00
52.50
01-17-2023
Kim Steverson
Emails to E. Ruocco @ Weil re service numbers for
Disclosure Statement Notice
0.60
187.50
112.50
01-17-2023
Kim Steverson
Review file and work on counsel's requests for service
counts for Notice of Disclosure Statement
0.30
187.50
56.25
01-17-2023
Kim Steverson
Email to E. Ruocco @ Weil re parties in Class 7 -
Subordinated Securities
0.20
187.50
37.50
01-17-2023
Kim Steverson
Email to E. Ruocco @ Weil re Plan Class Report
0.20
187.50
37.50
01-17-2023
Kim Steverson
Review and revise Plan Class Report
1.50
187.50
281.25
01-17-2023
Kim Steverson
Review e-mail received and respond to D. Parker-
Thompson @ Weil requesting updated form of ballots
0.20
187.50
37.50
01-17-2023
Kim Steverson
Coordinate with Quality Control Team regarding
review of Plan Class Report
0.40
187.50
75.00
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 5 of 10
Invoice Number: 11367
We appreciate your business
Page
6
of 12
Date
Professional
Description
Hours
Rate
Amount
01-17-2023
Kim Steverson
Coordinate with IT Team re E-Ballot portal updates
0.50
187.50
93.75
01-18-2023
Michelle Ignacio
Update plan class report
0.50
175.00
87.50
01-18-2023
Michelle Ignacio
Prepare new e-Ballot & service ballot PDF file
versions for applications
2.00
175.00
350.00
01-18-2023
Jennifer
Lizakowski
Call with K. Steverson re review of and verify claims
for plan class assignments
0.40
150.00
60.00
01-18-2023
Jennifer
Lizakowski
Correspond with K. Steverson re: Plan Class Report
0.10
150.00
15.00
01-18-2023
Luis Solorzano
Review plan and election documents in preparation of
upcoming distribution election
1.10
187.50
206.25
01-18-2023
Kim Steverson
Call with B. Whitaker re solicitation preparations
0.40
187.50
75.00
01-18-2023
Jennifer
Lizakowski
Perform QC on Plan Class report
1.40
150.00
210.00
01-18-2023
Brittney Whitaker
Perform QC development testing re eBalloting portal
1.40
175.00
245.00
01-18-2023
Brittney Whitaker
Call with K. Steverson re solicitation preparations
0.40
175.00
70.00
01-18-2023
Kim Steverson
E-mail D. Parker-Thompson @ Weil regarding request
for updated ballots
0.20
187.50
37.50
01-18-2023
Kim Steverson
Coordinate with IT and Case Management Teams re
QC development testing re eBalloting portal
1.00
187.50
187.50
01-18-2023
Kim Steverson
Confer with Quality Control Team regarding solicitation
0.20
187.50
37.50
01-18-2023
Kim Steverson
Coordinate and confer with QC Team re updates to
Plan Class Report
1.00
187.50
187.50
01-18-2023
Kim Steverson
Coordinate with Data Management Team regarding
service list
0.30
187.50
56.25
01-18-2023
Kim Steverson
Review revised Plan Class Report and circulate same
to counsel
0.80
187.50
150.00
01-18-2023
Paul Story
Perform system / integration testing
4.00
139.50
558.00
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 6 of 10
Invoice Number: 11367
We appreciate your business
Page
7
of 12
Date
Professional
Description
Hours
Rate
Amount
01-19-2023
Paul Story
Perform system / integration testing
4.00
139.50
558.00
01-19-2023
Kim Steverson
Coordinate with IT and Case Management Teams re
QC development testing re eBalloting portal
1.40
187.50
262.50
01-19-2023
Kim Steverson
Review updated Plan, Disclosure Statement and Order
0.60
187.50
112.50
01-19-2023
Kim Steverson
Emails with Weil and RLF Team re revisions to ballots
and Plan Class Report
1.20
187.50
225.00
01-19-2023
Kim Steverson
Coordinate with IT, Noticing and Claims Teams
regarding solicitation
5.60
187.50
1,050.00
01-19-2023
Michelle Ignacio
Calls with Kim Steverson @ Omni re Solicitation
Service
0.30
175.00
52.50
01-19-2023
Kim Steverson
Call with Weil and RLF Teams re solicitation, ballots
and timing
1.00
187.50
187.50
01-19-2023
Michelle Ignacio
Update plan class report
0.50
175.00
87.50
01-19-2023
Michelle Ignacio
Prepare/create sample ballots for circulation to
interested parties
1.50
175.00
262.50
01-19-2023
Kim Steverson
Call with B. Whitaker re solicitation preparations
0.40
187.50
75.00
01-19-2023
Brittney Whitaker
Call with K. Steverson re solicitation preparations
0.40
175.00
70.00
01-19-2023
Brittney Whitaker
QC development testing re eBalloting portal
0.30
175.00
52.50
01-19-2023
Tara Saldajeno
Review, test, and provide comments on customized e-
Balloting website
0.50
95.00
47.50
01-20-2023
Brittney Whitaker
Calls with K. Steverson re solicitation preparations
0.60
175.00
105.00
01-20-2023
Kim Steverson
Calls with B. Whitaker re solicitation preparations
0.60
187.50
112.50
01-20-2023
Kim Steverson
Coordinate with IT and Case Management Teams re
QC development testing re eBalloting portal
1.00
187.50
187.50
01-20-2023
Kim Steverson
Emails with Weil and RLF Team re revisions to ballots
and Plan Class Report
0.60
187.50
112.50
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 7 of 10
Invoice Number: 11367
We appreciate your business
Page
8
of 12
Date
Professional
Description
Hours
Rate
Amount
01-20-2023
Paul Story
Perform system / integration testing
8.00
139.50
1,116.00
01-20-2023
Michelle Ignacio
Prepare/create sample ballots for circulation to
interested parties
2.00
175.00
350.00
01-20-2023
Michelle Ignacio
Create versions of final ballots for service and e-
balloting, updates to code and forms to incorporate
additional client changes
3.50
175.00
612.50
01-20-2023
Kim Steverson
Coordinate with IT, Noticing and Claims Teams
regarding solicitation
8.50
187.50
1,593.75
01-20-2023
Brittney Whitaker
Coordinate and supervise creation of USBs for
solicitation service
0.70
175.00
122.50
01-23-2023
Brittney Whitaker
Perform QC development testing re eBalloting portal
0.40
175.00
70.00
01-23-2023
Tara Saldajeno
Review, test, and provide comments on customized e-
Balloting website
1.00
95.00
95.00
01-23-2023
Kim Steverson
E-mails to Weil and RLF teams regarding status of
solicitation and publication of Notice of Confirmation
Hearing
0.60
187.50
112.50
01-23-2023
Kim Steverson
Coordinate with Miller Advertising re publication of
Confirmation Hearing Notice
0.40
187.50
75.00
01-23-2023
Kim Steverson
Review e-mail received and respond to L. Castillo @
Weil re solicitation dates
0.20
187.50
37.50
01-23-2023
Luis Solorzano
Review and verify noticing instruction, service list, and
service documents to direct and supervise fulfillment
team
2.50
187.50
468.75
01-23-2023
Paul Story
Perform implementation and associated verification
8.00
139.50
1,116.00
01-23-2023
Kim Steverson
Coordinate with Miller regarding publication of Notice
of Confirmation Hearing
0.40
187.50
75.00
01-23-2023
Michelle Ignacio
Generate ballots & service lists for QC Review,
incorporate updates & changes requested
4.00
175.00
700.00
01-23-2023
Kim Steverson
Coordinate with IT, Noticing and Claims Teams
regarding solicitation
5.50
187.50
1,031.25
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 8 of 10
Invoice Number: 11367
We appreciate your business
Page
9
of 12
Date
Professional
Description
Hours
Rate
Amount
01-23-2023
Michelle Ignacio
Development of forms, code for custom voting fields
tabulation
0.70
175.00
122.50
01-24-2023
Michelle Ignacio
Development of forms, code for custom voting fields
tabulation, reprinting
1.30
175.00
227.50
01-24-2023
Luis Solorzano
Review and verify noticing instruction, service list, and
service documents to direct and supervise fulfillment
team
1.50
187.50
281.25
01-24-2023
Kim Steverson
Review e-mail received and respond to Z. Shapiro @
RLF re Class 3 ballots
0.20
187.50
37.50
01-24-2023
Kim Steverson
Coordinate with Miller Advertising re publication of
Confirmation Hearing Notice
0.20
187.50
37.50
01-24-2023
Paul Story
Perform implementation and associated verification
8.00
139.50
1,116.00
01-24-2023
Michelle Ignacio
Generate updated Class 3 ballots for service
0.70
175.00
122.50
01-24-2023
Tara Saldajeno
Prepare and setup solicitation online balloting portal
1.00
95.00
95.00
01-24-2023
Kim Steverson
Coordinate with IT re eBalloting portal
2.10
187.50
393.75
01-25-2023
Paul Story
Perform system / integration testing
1.00
139.50
139.50
01-27-2023
Paul Story
Perform system / integration testing
3.00
139.50
418.50
01-27-2023
Jeriad Paul
Review and test E-Ballot site in staging for accuracy
0.60
187.50
112.50
01-30-2023
David Neece
Update e-balloting application and code.
1.50
139.50
209.25
01-30-2023
Kim Steverson
Review and test E-Ballot site in production for accuracy
0.70
187.50
131.25
01-30-2023
Paul Story
Perform system / integration testing
4.00
139.50
558.00
01-30-2023
Jeriad Paul
Review and test E-Ballot site in production for accuracy
0.90
187.50
168.75
01-30-2023
Jeriad Paul
Review plan and election documents in preparation
receiving ballots
0.90
187.50
168.75
01-31-2023
Emma
Guandique
Prepare ballot tabulation reports
0.10
100.00
10.00
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 9 of 10
Invoice Number: 11367
We appreciate your business
Page
10 of 12
Date
Professional
Description
Hours
Rate
Amount
01-31-2023
Emma
Guandique
Conference call with J Paul, Re KServicing Ballots
0.40
100.00
40.00
01-31-2023
Jeriad Paul
Email tabulation report to T. Thoroddsen @ AP; N.
Hwangpo, C. Aurther @ Weil; Z. Shapiro @ RLF
0.20
187.50
37.50
01-31-2023
Kim Steverson
Coordinate with IT Team regarding E-Ballot portal
0.30
187.50
56.25
01-31-2023
Emma
Guandique
Process incoming ballots
0.60
100.00
60.00
01-31-2023
Ashley Dionisio
Process incoming ballots
0.20
130.00
26.00
01-31-2023
Jeriad Paul
Perform QC on Class 4 ballots
0.10
187.50
18.75
01-31-2023
Jeriad Paul
Perform QC on Class 4 tabulation report
0.10
187.50
18.75
01-31-2023
Brittney Whitaker
Prepare/distribute
ballot
tabulation
reports
to
interested parties
0.10
175.00
17.50
01-31-2023
Brittney Whitaker
Verify processed ballots
0.20
175.00
35.00
Total
28,394.25
Time Summary
Professional
Hours
Rate
Amount
Ashley Dionisio
0.20
130.00
26.00
Brittney Whitaker
6.30
175.00
1,102.50
David Neece
1.50
139.50
209.25
Emma Guandique
1.10
100.00
110.00
Jennifer Lizakowski
2.50
150.00
375.00
Jeriad Paul
5.00
187.50
937.50
Kim Steverson
60.00
187.50
11,250.00
Kimberly McDermott
1.60
90.00
144.00
Luis Solorzano
5.10
187.50
956.25
Max Meisler
0.90
140.00
126.00
Michelle Ignacio
26.40
175.00
4,620.00
Paul Story
59.50
139.50
8,300.25
Tara Saldajeno
2.50
95.00
237.50
Total
28,394.25
Total for this Invoice
28,394.25
Case 22-10951-CTG Doc 602-2 Filed 03/03/23 Page 10 of 10