City of Chicago Ordinance SO2013-2478

City of Chicago
Office of the City Clerk
SO2013-2478
Document Tracking Sheet
Meeting Date:
4/10/2013
Sponsor(s):
Misc. Transmittal
Type:
Ordinance
Title:
Zoning Reclassification Map Nos. 11-F and 11-G at 44004458 N Clarendon Ave and 4401-4415 N Clarendon Ave App No. 17707
Committee on Zoning, Landmarks and Building Standards
Committee(s) Assignment:
FINAL FOR PUBLICATiON

AMENDED ORDINANCE
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CHICAGO:
SECTION 1. That the Chicago Zoning Ordinance be amended by changing all of the
Institutional Planned Development No. 138 and RM-5 Residential Multi-Unit District symbols
and indications as shown on Map Numbers 11-F and 11-G in the area bounded by:
West Sunnyside Avenue; North Clarendon Avenue; a line approximately 176.96 feet north of
and parallel to West Montrose Avenue; a line approximately 85.01 feet east of and parallel to
North Clarendon Avenue; a line approximately 162.96 feet north of and parallel to West
Montrose Avenue; a line approximately 136.61 feet east of and parallel to North Clarendon
Avenue; West Montrose Avenue; the public alley next west of and parallel to North Clarendon
Avenue; a line approximately 154.33 feet south of and parallel to West Agatite Avenue; a line
approximately 472.54 feet west of and parallel to North Clarendon Avenue; West Agatite
Avenue; the public alley next west of and parallel to North Clarendon Avenue;
to those of B3-5 Community Shopping District.
SECTION 2. That the Chicago Zoning Ordinance be amended by changing all of the B35 Community Shopping District symbols and indications as shown on Map Numbers 11-F and
11-G in the area bounded by:
West Sunnyside Avenue; North Clarendon Avenue; a line approximately 176.96 feet north of
and parallel to West Montrose Avenue; a line approximately 85.01 feet east of and parallel to
North Clarendon Avenue; a line approximately 162.96 feet north of and parallel to West
Montrose Avenue; a line approximately 136.61 feet east of and parallel to North Clarendon
Avenue; West Montrose Avenue; the public alley next west of and parallel to North Clarendon
Avenue; a line approximately 154.33 feet south of and parallel to West Agatite Avenue; a line
approximately 472.54 feet west of and parallel to North Clarendon Avenue; West Agatite
Avenue; the public alley next west of and parallel to North Clarendon Avenue;
to those of Residential-Business Planned Development No. 138.
SECTION 3. This ordinance shall be in force and effect from and after its passage and
due publication.
FINAL FOR PUBLICATION

PLANNED DEVELOPMENT NUMBER 138
STANDARD PLANNED DEVELOPMENT STATEMENTS
1. The area delineated herein as Planned Development Number 138 (Planned Development)
consists of approximately 195,591 gross square feet (approximately 131,186 net square feet)
of property which is depicted on the attached Planned Development Boundary and Property
Line Map (the Property). For purposes of this Planned Development, the Property consists of
three sub-areas, delineated on the attached Planned Development Boundary/Sub-Area Map
as Sub-Area A, Sub-Area B and Sub-Area C. The Property is owned by the Missionary
Sisters of the Sacred Heart (Owner). The "Applicant" for purposes of this Planned
Development with respect to Sub-Area A and Sub-Area C is Montrose Clarendon Partners,
LLC, with the authorization of the Owner. The Ovraer is the "Applicant" for purposes of this
Planned Development with respect to Sub-Area B.
2. The requirements, obligations and conditions contained within this Planned Development
shall be binding upon the Applicant, its successors and assigns and, i f different than the
Applicant, the legal title holders and any ground lessors. All rights granted hereunder to the
Applicant shall inure to the benefit ofthe Applicant's successors and assigns and, if different
than the Applicant, the legal title holder and any ground lessors. Furthermore, pursuant to the
requirements of Sec. 17-8-0400 of the Chicago Municipal Code (Municipal Code), the
Property, at the time of application for amendments, modifications or changes
(administrative, legislative or otherwise) to this Planned Development are made, shall be
under single ownership or designated control. Single designated control is defined in Sec. 178-0400 ofthe Municipal Code.
3. All applicable official reviews, approvals or permits are required to be obtained by the
Applicant or its successors, assignees or grantees. Any dedication or vacation of streets or
alleys or grants of easements or any adjustment of the right-of-way shall require a separate
submittal to the Department of Transportation (CDOT) on behalf of the Applicant or its
successors, assigns or grantees. Any requests for grants of privilege, or any items
encroaching on the public way, shall be in compliance with the Plans. Ingress or egress shall
be pursuant to the Plans and may be subject to the review and approval ofthe Department of
Planning and Development (DPD) and CDOT. Closure of all or any public street or alley
during demolition or construction shall be subject to the review and approval of CDOT. All
work proposed in the public way must be designed and constructed in accordance with the
CDOT Construction Standards for Work in the Public Way and in compliance with the
Municipal Code. Prior to the issuance of any Part I I approval, the submitted plans must be
approved by CDOT.
4. This Plan of Development consists of these 17 Statements, a Bulk Regulations and Data
Table, a Sub-Area A Affordable Housing Profile Form, a Sub-Area B Affordable Housing
Profile Form and the following exhibits, prepared by Hartshorne Plunkard Architecture: an
Existing Aerial Map, an Existing Land-Use Map, an Existing Zoning Map; a Planned
Development Boundary/Sub-Area Map; an Overall Site/Landscape Plan; a Sub-Area A Site
Plan; a Sub-Area A Landscape Plan; a Sub-Area B Site Plan; a Sub-Area B Landscape Plan;
Applicant.
Address
Inlroduced.
Monlrosc Clarendon Parincrs. LLC and Missionary Sisters orthe Sacred Heart
4400-58 and 4401-15 North Clarendon Avenue
April 3, 2013
Plan Commission: Janiiar\'21, 2016
FINAL FOR PUBLICATiON
FINAL
a Sub-Area B Interim Site/Landscape Plan; a Sub-Area C Site Plan; a Sub-Area C Landscape

Plan; a Sub-Area A Green Roof Plan; a Sub-Area B Green Roof Plan; a Sub-Area C Green
Roof Plan; a Sub-Area A 4'*^ Floor Plan; a Sub-Area A Typical Floor Plan; a Sub-Area B
Typical Floor Plan; Sub-Area A East Elevation; Sub-Area A North Elevation; Sub-Area A
South Elevation; Sub-Area A West Elevation; Sub-Area B East and West Elevations; SubArea B North and South Elevations; and, Sub-Area C Elevations dated January 21, 2016
submitted herein (collectively, the Plans). Full-sized copies of the Site/Landscape Plans and
Building Elevations are on file with DPD. In any instance where a provision of this Planned
Development conflicts with the Chicago Building Code, the Building Code shall control.
This Planned Development confonns to the intent and purpose of the Municipal Code, and
all requirements thereof, and satisfies the established criteria for approval as a Planned
Development. In case of a conflict between the terms of this Planned Development
Ordinance and the Municipal Code, this Planned Development Ordinance shall control.
5. The following uses are permitted within the Planned Development:
Sub-Area A: dwelling units located at or above the ground floor (multi-unit residential and
townhouse); cultural exhibits and libraries; day care; postal service; business support
services; eating and drinking establishments; banks; food and beverage retail sales (liquor
sales as package goods and accessory use); medical service; office; personal service; dry
cleaning (drop-off or pick-up); retail sales (general); sports and recreation (participant,
indoor, physical fitness center); wireless communication facilities (co-located); accessory
parking; non-accessory parking; and, accessory and related uses.
Sub-Area B: dwelling units located at or above the ground floor (multi-unit residential);
accessory parking; construction staging directly related to the provision of the improvements
proposed for Sub-Areas A and C; and, accessory and related uses.
Sub-Area C: day care; postal, service; business support services; eating and. drinking
establishments; banks; food and beverage retail sales (liquor sales as package goods and
accessory use); medical service; office; personal service; dry cleaning (drop-off or pick-up);
retail sales (general); sports and recreation (participant, outdoor, indoor, physical fitness
center, children's play center); wireless communication facilities (co-located); accessory
parking; and, accessory and related uses.
6. Subsequent to the completion of construction of the provision of the improvements proposed
for Sub-Areas A and C and prior to the issuance of the final Certificate of Occupancy for the
improvements proposed in Sub-Area A, either of the following conditions must be fulfilled:
(i) Part II Review, pursuant to Section 17-13-0610 of the Municipal Code, for the
improvements proposed for Sub-Area B, as described in PD Statement 5 and the exhibits
associated with this PD, must have commenced; or, (ii) the improvements depicted in the
Sub-Area B Interim Site/Landscape Plan, as described in the exhibits associated wilh this
PD, must be completely installed or otherwise provided by the following June 1^', i f such
Certificate of Occupancy for Sub-Area A is requested at such a time when seasonal weather
conditions would not allow completion of the Sub-Area B Interim Site/Landscape Plan.
Applicant;
Address:
IntroducedPlan Commission
Montrose Clarendon Partners, LLC and Missionary- Sisters ofthe Sacred Heart
April 3. 2013
Januarv 21. 2016
FINAL
Prior to the issuance of the final Certificate of Occupancy for the improvements proposed in
Sub-Area A, the Applicant commits to provide left turn lanes and actuated left turn arrows on
the east and west approaches of West Montrose Avenue at its intersection with North
Clarendon Avenue.
7. On-Premise signs and temporary signs, such as construction and marketing signs, shall be
permitted within the Planned Development, subject to the review and approval of DPD. OffPremise signs arc prohibited within the boundary of the Planned Development.
8. For purposes of height measurement, the definitions in the Municipal Code shall apply. The
height of any building shall also be subject to height limitations, i f any, established by the
Federal Aviation Administration.
9. The maximum permitted Floor Area Ratio (FAR) for the site shall be in accordance with the
attached Bulk Regulafions and Data Table. For the purposes of FAR calculations and
measurements, the definitions in the Municipal Code shall apply. The permitted FAR
identified in the Bulk Regulations Table has been determined using a Net Site Area of
131,186 square feet.
10. Upon review and determination. Part I I Review, pursuant to Section 17-13-0610 of the
Municipal Code, a Part II Review Fee shall be assessed by DPD. The fee, as determined by
staff at the fime in accordance with the Municipal Code, is final and binding on the Applicant
and must be paid to the Department of Revenue prior to the issuance ofany Part II approval.
11. The Site and Landscape Plans shall be in substantial conformance with the Landscape
Ordinance and any other corresponding regulations and guidelines, including Section 17-130800 of the Municipal Code. Final landscape plan review and approval will be by DPD. Any
interim reviews associated with site plan review or Part II reviews, are conditional until final
. Part II approval.
12. The Applicant shall comply with Rules and Regulations for the Maintenance of Stockpiles
promulgated by the Commissioners of the Departments of Streets and Sanitation, Fleet and
Facility Management and Buildings, under Section 13-32-125 ofthe Municipal Code, or any
other provision of that Code.
13. The terms and conditions of development under this Planned Development ordinance may be
modified administratively, pursuani to Secfion 17-13-0611-A of the Municipal Code by the
Zoning Administrator upon the application for such a modification by the Applicanl, its
successors and assigns and the legal litle holders and any ground lessors.
14. The Applicant acknowledges lhal il is in the public interest lo design, construct and maintain
the project in a manner which promotes, enables and maximizes universal access throughout
the Property. Plans for all buildings and improvements on the Properly shall be reviewed and
approved by the Mayor's Office for People wilh Disabilities lo ensure compliance wilh all
Applicant.
Address
IntroducedPlan Commission:
Montrose C'larcndon Partners. LLC and Missionary' Sisters orthe Sacred Heart
April 3. 2013
January' 21, 2016
FIKAL FOR PUBLICATION
FINAL
applicable laws and regulations related to access for persons with disabilities and to promote
the highest standard of accessibility.
15. The Applicant acknowledges lhat il is in the public interest lo design, construct, renovate and
maintain all buildings in a manner that provides healthier indoor environments, reduces
operating costs and conserves energy and natural resources. The Planned Development will
be LEED certified (Leadership in Energy and Environmental Design) and include a green
roof over at least 50% of the Net Roof Area; provided, however, lhal i f any portion of this
Planned Development, receives lax increment financing, such portion shall be LEED
certified and include a green roof over 100% of the Net Roof Area of that portion.
16. The Applicant acknowledges and agrees that the rezoning of the Properly from Institutional
Planned Development 138 and RM-5 (Residenfial Multi-Unit District) to, first, the B3-5
(Community Shopping District), then back lo Planned Development 138, for construction of
this Planned Development triggers the requirements of Section 2-45-110 ofthe Municipal
Code (the 2007 Affordable Requirements Ordinance or ARO). Any developer of a
"residential housing project" wilhin the meaning ofthe ARO must: (i) set aside 10% ofthe
housing units in the residential housing project as affordable units (Affordable Units) if the
developer receives city land or zoning assistance, or 20% if the developer receives financial
assistance, such as tax increment financing (TIF); (ii) pay a fee in lieu ofthe development of
the Affordable Units; or (iii) any combination of (i) and (ii). The foregoing compliance
options are referred to herein as Option (i), Opfion (ii), and Option (iii).
In Sub-Area A, the Applicanl intends to construct a total of 381 dwelling units and has filed
an application for TIF for the project. If the Applicanl receives TIF funds, the Sub-Area A
project will require 77 Affordable Units (20% x 381 = 76.2, rounded up = 77) under Opfion
(i), or an in lieu fee (Cash Payment) in the amount of $7,700,000 (77 x $100,000) under
Option (ii), or a combination under Option (iii). If the Applicant does not receive TIF funds,
. . the Sub-Area A project will require 39 Affordable Units (10% x 381 = 3.8.1, rounded up =
39) under Option (i), or a Cash Payment in the amount of $3,900,000 (39 x $100,000) under
Option (ii), or a combination under Option (iii). The Applicant has elected to comply wilh
the ARO in Sub-Area A through a combinaUon under Opfion (iii), as described below and in
the Affordable Housing Profile Form for Sub-Area A attached hereto. First, the AppHcant
will provide 20 Affordable Units in Sub-Area A, regardless of whether the project receives
TIF funds. I f the Applicanl receives TIF funds, 10 of the 20 Affordable Units will be
affordable to households earning no more than 50% of the Chicago Primary Metropolitan
Statistical Area Median Income (AMI) and the olher 10 will be affordable lo households
earning no more than 60% of AMI. If the project does not receive TIF funds, all 20
Affordable Units will be affordable to households earning no more than 60% of AMI.
Second, the Applicant will satisfy its remaining ARO obligation by making a Cash Paymentin the amount of $5,700,000 (77 required Affordable Units - 20 provided Affordable Units =
57 X $100,000) iflhe Applicant receives TIF funds, or $1,900,000 (39 required Affordable
Units - 20 provided Affordable Units = 19 x $100,000) if il does not.
Applicant:
Address:
Introduced:
Plan Commission:
Montrose Clarendon Partners, LLC and Missionary Sisters ofthe Sacred Heart
April 3, 2013
January 21, 2016
FINAL
In Sub-Area B, the Applicant intends to construct a total of 250 dwelling units without any
TIF or other financial assistance from the city, and has elected to comply with the ARO by
making a Cash Payment in the amount of $2,500,000 (250 dwelling units x \0% = 25
required Affordable Units x $100,000 per unil), as set forth in the Affordable Housing Profile
Form for Sub-Area B allached hereto.
At the time of each Part II review for Sub-Area A or Sub-Area B, Applicanl may update and
resubmit the applicable Affordable Housing Profile Form to DPD for review and approval. If
the Applicanl subsequently reduces or increases the number of dwelling units in either subarea, DPD may adjust the requirements of this Slalement 16 (i.e., number of required
Affordable Units and/or amount of Cash Payment) accordingly without amending the
Planned Development. Prior to the issuance of any building permits within Sub-Area A or
Sub-Area B, including, without limitation, excavation or foundation permits, the Applicant
musl make the required Cash Payment. The Applicant intends to develop Sub-Area A and
Sub-Area B as separate projects in phases, and the Cash Payment for each sub-area shall be
calculated separately and paid al the lime building permits are sought for the applicable subarea. In the case of Sub-Area A, where the Applicant is providing Affordable Units, the
Applicanl musl also execute and record an affordable housing agreement in accordance with
Secfion 2-45-110(i)(2) of the Municipal Code prior to the issuance ofany building permits
for Sub-Area A. The terms of the affordable housing agreement and any amendments thereto
are incorporated herein by this reference. The Applicanl acknowledges and agrees that the
affordable housing agreement will be recorded against Sub-Area A, or the applicable
portions thereof, and will consfitute a lien against such property. The Commissioner of DPD
may enforce remedies for any breach of this Statement 16, including any breach of any
affordable housing agreement, and enter inlo settlement agreements with respect to any such
breach, subjecl to the approval of the Corporalion Counsel, without amending the Planned
Development.
17. This Planned Development shall be governed by Secfion 17-13-0612. of the Municipal Code.
Should this Planned Development ordinance lapse, the Commissioner of DPD shall initiate a
Zoning Map Amendment to rezone the property to the B3-5 (Community Shopping District).
Applicant
Address.
Introduced:
Plan Commission:
Montrose Clarendon Partners, LLC and Missionary' Sisters ofthe Sacred Heart
April 3, 2013
January 21,2016
FINAL
PLANNED DEVELOPMENT 138

BULK REGULATIONS AND DATA TABLE
Gross Site Area, 195,591 square feel = Net Site Area, 131,186 square feel + Area Remaining in
Public Way, 64,405 square feet
131,186
Net Site Area (sf)
85,160
31,608
14,419
Sub-Area A
Sub-Area B
Sub-Area C
5.0
Maximum Floor Area Ratio (FAR)
4.42
6.87
0.42
Sub-Area A
Sub-Area B
Sub-Area C
655,930
Maximum Floor Area (sf)
432,648
217,282
6,000
Sub-Area A
Sub-Area B
Sub-Area C
631'
Maximum Number of Dwelling Units
381
250
0
Sub-Area A
Sub-Area B
Sub-Area C
36,000
Maximum Commercial Floor Area

(net rentable square feet)
Sub-Area A
Sub-Area B
Sub-Area C
30,000
0
6,000
Maximum Site Coverage
Per Site Plans
Minimum Building Setbacks
Per Site Plan
Up to 37% ofthe total number of dwelling units may be efficiency units. Minimum Lot Area
(MLA) per dwelling unit shall be calculated based on the overall net site area.
Applicant:
Address
Introduced:
Plan Commission:
_Montrose Clarendon Partners. LLC and Missionary Sisters ofthe Sacred Heart
April 3, 2013
January 21, 2016

449
Minimum Number of Off-Street

Parking Spaces
278
160
11
Sub-Area A
Sub-Area B
Sub-Area C
Minimum Number of Off-Street
Loading Berths
Sub-Area A
Sub-Area B
Sub-Area C
1 - 10' X 50'; 1 - 10' X 30'; and, 410'x25'

1 - 10' x50'; 1 - 10' X 30'; and, 210'x25'
1 - 10'x25'
1 - 10' x25'
Maximum Building Height (feet)

259'
157'
20'
Sub-Area A
Sub-Area B
Sub-Area C
Applicant
AddressIntroducedPlan Comii-iission:
Montrose Clarendon Partners, LLC and Mis.sionary- Sisters ofthe Sacred Heart
April 3, 2013
January 21, 2016
FINAL

2007 Affordable Housing Profile Form (Rental)
Submit this form to the Department of Planning &^ Development (DPD) for projects that are
subject to the 2P07.ARO. Projects submitted after October 13, 2015 - pr that dp not receive, Gity
Council approval by July 13, 2016 - will be subject tp the 2015 ARO; More information is online
at www.cityofchicago.orq/AFÔ.
This completed form should be returned to: Kara Breems, DPD, 121 N. LaSalle Street, Chicago,
IL 60602. E-mail: kara.breems@cityofchicago.org Telephone: (312) 744-6476
Date:
SECTION i: DEVELOPMENT INFORMATION
Development Name: Montrose & Clarendon
Development Address: Montrcse & Clarendon
Ward; 46th
If you are working with a Planner at the City, what is his/her name?
Type of City involvement:
City Land
(check all that apply)
r-yi Financial Assistance (If receivinn TIF assistance, will TIF funds be
/
') *if yes, please provide copy
|y 1 used for tiousing construction?
II of the TIF Eligible Expenses
[ ^ Z o n i n g increase and/or PD
SECTION 2: DEVELOPER INFORMATION
Developer Narne: Harlem Irving Companies Inc., JDL Development LLC
Developer Contact (Project Coordinator): Rick Filler, James Lelchinger
Developer Address: A I M N. Harlem Avenue, Norridge, IL 60706
Email address: Rl'illercn)Harlt'nilrving.c<)m
Telephone Number: 773 62.S 3036
SECTION 3: DEVELOPMENT INFORMATION
a) Affordable units required
For ARO projects:
X
10%*
Total units
*20% if TIF assistance is provided
(always round up)

total affordable units required
77
For Density Bonus projects:

X 25% =
Bonus Square Footage*
Affordable sq. footage required
*Note that the maximum allowed bonus Is 20% of base FAR In dash-S; 25% in dash-7 or -10; and
30% of base FAR in dash-12 or -16 (www.citvofchicaqo.orq/20n1nq for zoning info).
b) building details
In addition to water, which ofthe following utilities will be included in the rent (circle ajaplicable):
Cooking gas
electric
L/J
gas heat
electric heat
other (describe on back)
Is parking included in the rent for the: affordable units? yes" no

market-rate units? yes
If parking is not included, what is the monthly cost per space?
^
Estimated date for the commencement of marketing: February, 2018
[7]
no
Estimated date for connpletion of construction of the affordable units:
Number
Example
Unit
Type'
Number
of Units
of
Bedroo
ms/Unit
1 bed/1
bath
Total Square
Footage/Unit
April, 2018
Expected
Market
Rent
Proposed
Affordat)le
Rent*
$1000
759
.,800
Proposed
Level of
Affordability
(60% or
less of AMI)
60%'
Unit Mix OK
to proceed?
Affordable
Units
PLEAS;
SEE A T T \CHFJ)
A DDENDUM
Market
Rate
Units
N/A
N/A
N/A
WA
N/A
N/A
"Rent amounts updated annually in the "Cily of Cliicago's Maximum AffortlaUle Monthly Rent Chart"
SECTION 4: PAYMENT IN LIEU OF UNITS
When do you expect t o make the payment -in-lieu?
(typically corresponds with issuance of building permits)
May, 2016
Month/Year
For ARO projects, use the following formula to calculate payment owed:
381
Number of total units
in development
X10% =
X $100,000 = $ 5 j 0 a 0 0 0
Amount owed
(round up to nearest
whole number)
For Density Bonus projects, use the following formula to calculate payment ovved:
X 80% X $
Bonus Floor Area (sq ft)
median price per base FAR foot
Submarket (Table for use with the Density Bonus fees-in-lieu calculations)
Loop; Chicago River on north/west; Congress on south; Lake Shore Dr on east
North: Division on north; Chicago River on south/west; Lake Shore Dr. on east
South: Congress on north; Stevenson on south; Chicago River on west; Lake
Shore Dr. on east
West: Lake on north; Congress on south; Chicago River on east; Racine on west
$_
Amount owed
Median Land Price
per Base FAR Foot
$31
$43
$22
$29
Authorization to Proceed (to be completed by Developer & DPD)
a Breems^PB-^
Date
De^/etrSpgrTProject Manager
Date
//.an-15
7 1^. l-oiL.
Proposed Level
Number of
Exarnple,
Expected
Proposed
of Affordabilitv
Unit
Number
Bedrooms/ Total Square
Market
Affordable
(60% orless of Unit Mix OK
Type*
of Units
Unit
Rent
Rent*
AMI)
;$;:;Va,!Oob
1 bed/1 :
bafh, V;
Footage/Unit
,'4''
759-
to proceed?
IZZz-'. m%
Affordable
Units
Studio
561
1,688
636
50%
Studio
,4>
561
1,688
769
60%
IBed
759
2,079
674
50%
1 Bed
759
2,079
817
60%
2 bed
945
2,637
809
50%
2 bed
945
2,637
980
60%
Studio
123
561
1,688
N/A
N/A
IBed
187
759
2,079
N/A
N/A
2 bed
43
945
2,637
N/A
N/A
2204
$.
5,510
N/A
N/A
IVlarket Rate
Units
Twnhm
/
/
F!NAL FOR PUBLiCATIOM
2007 Affordable Housing Profile Form (Rental)

Submit this form to the Department of Planning & Development (DPD) for projects that are
subject to the 2007 ARO. Projects submitted after October 13, 2015 - or that do not receive City
Council approval by July 13, 2016 - will be subject to the 2015 A.RO. More information is online
at www.citvofchicaao.orq/ARO.
This completed form should be returned to: Kara Breems, DPD, 121 N. LaSalle Street, Chicago,
IL 60602. E-mail: kara.breems@cityGfchicago.org Telephone: (312) 744-6476
Date:
SECTION 1: DEVELOPMENT INFORMATION
Development Name: Montrose & Clarendon - Subarea B
Development Address: Clarendon & Agatite
Ward: 46th
If you are worl<ing with a Planner at the City, what is his/her name?
Type of City involvement:
City Land
(check alt that apply)
ii Financial Assistance (If receiving TiF assistance, will TIF funds be
L j used for housing construction? JT I') *if yes, please provide copy
I 1 of the TIF Eligible Expenses
'
'
I ^ / 1 Zoning increase and/or PD
SECTION 2: D E V E L O P E R INFORMATION
Developer Name: Harlem Irving Connpanies Inc., JDL Develbpmenjbi
Developer Contact (Project Coordinator): Rick Filler. James Lelchinger
Developer Address: 4 1 0 4 N. Harlem Avenue. Norridge, b
Email address: RFiller(a)Harlemlrvinq.com
Telephone Number
3036
S E C T I O N S : DEVELOPMENT INFORMATION
a) Affordable units required
For ARO projects:
i52_
X
10%* =
Total units
*20% if TIF assistance is provided
(always round up)

total affordable units required'
25
For Density Bonus projects:

X 25% =
Bonus Square Footage*
Affordable sq. footage required
*Note that the maximum allowed bonus is 20% of base FAR in dash-5; 25% in dash-7 or -10; and
30% of base FAR in dash-12 or -16 (v/ww.dtvofchicaqo.oro/zoninq for zoning Info).
b) building details
In addition to water, which of the foUowing utilities will be included in the rent (circle applicable):
Cooking gas
electric
[/J
gasTieat
electric heat
other (describe on back)
0
Is parking included in the rent forthe: affordable units? yes no
market-rate units?
If parking is not included, what is the monthly cost per space?
2^
Estimated date for the commencement of marketing: j o be determined
aiz!
yes
no
FilÂL FOR PUBLICATION
Estimated date for completion of construction of the affordable units: To be determined
Unit
Type*
Number
of Units
Number
of
Bedroo
ms/Unit
5'if'bed/^1r,; .;.y>..tA^'-y--''Mff,'-'yy-. .if;^;-.bath

Affordable
Units
Market
Rate
Units
Total Square
Footage/Unit
Expected
Market
Rent
Proposed
Affordable
Rent*
Proposed
Level of
Affordability
(60% or
less of AMI)
Unit Mix OK
to proceed?
.MO.AZM ^|$iipgp^;-: ;;H;:-759;v-f
Studio
100
561
$1688
N/A
N/A
1 Bed
122
759
$2079
N/A
N/A
2 Bed
28
945
$2637
N/A
N/A
Ronl amounts updated annually in the 'City of Chicago's Maximum Affordable Monthly Rent Chart"
SECTION 4: PAYMENT IN LIEU OF UNITS

When do you expect to make the payment -in-lieu?
To be determined
(typically corresponds with issuance of building permits)
Month/Year
For ARO projects, use the follbvvinq formula to calculate payment owed:
X10% =.^^
Number of total units
in development
X$100,000 = $2,500,000
Amount owed
(round up to nearest
whole number)
For Density Bonus projects, use the following formula to calculate payment owed:
X 80% x $
Bonus Floor Area (sq ft)
median price per base FAR foot
Amount owed
Submarket (Table for use with the Density Bonus fees-in-lieu calculations)
Loop; Chicago River on north/west; Congress on south; Lake Shore Dr on east
North: Division on north; Chicago River on south/west; Lake Shore Dr. on east
South: Congress on north: Stevenson on south; Chicago River on west, Lake
Shore Dr. on q&st
West; Lake orfi north; Congress on south; Chicago River on east; Racine on west
Authbrizati
(to be completed by Developer

eveloper & DPD)
Kara Breems, DPD

Developer/Projed Manager ^/f
'3^7/5
Date
Dat6
^
'
Median Land Price

per Base FAR Foot
$31
$43
$22
$29
LEGEND
I SUBJECT PREMISES
APPLICANT:
MONTROSE CLARENDON PARTNERS LLC
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
INTRODUCED:
PLAN COMMISSION:
APRIL 21, 2013

JANUARY 21, 2016
SCALE: 1" = 400'-0"'
EXISTING SITE AERIAL MAP
LEGEND
SUBJECT PREMISES
Zoning data reffeds. aB ordinanoes passed

in'.ltie nxjst lecent Otv Osurt'cif^rrp&e'liri.g.'^^,C>3Dvrk}t)t;{cV2011T:CaVof:Cht^
APPLICANT:
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
"iNTRODUCEDr'
APRIL 21, 2013
PLAN COMMISSION: JANUARY 21, 2016
SCALE: 1" = 250'-0"
EXISTING ZONING MAP
!MAL FOR PUBLICATION

LEGEND
SUBJECT PREMISES
1 INSTITUTIONAL
c BUSINESS/COMMERCIAL
R RESIDENTIAL
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = 250"-0"
EXISTING LAND USE MAP
- 162 21 P.D. BOUNDARY -
.W^SUNNYSIDEAVt^
117n5*PROPERiniNE(P L.1
Ji:
SUB AREA
"B"
117.10" PROPERTY LINE (P L.I
- 307.27' PUNNED DEVEinPMEin IPJ).IB0UII01RY-
W^ AGATITE .AVE.
nMF.waYTntrnn
a.S<'PROPERTY UNE IPJ..I
9 D8' P.D. BOUNDARY
65.01'P.0 BOUNDARY
14.00' P.D. eOUNDARV
S1.60' P.D. BOUNDARY
1
i
r1
SUB AREA 'A'

SUB AREAi
103.00 PROPERTY LlfJE IP.LI
323.42' PROPERTY LINE (P.L)
.W, MONTROSE. AVt.

TWO-WAV TRArriC
- <97.23' PLANNED DEVELOPMENT IP.D.l BOUNDARY -
APPLICANT:
ADDRESS:
4400-24,4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = 100"-0"
PLANNED DEVELOPMENT
BOUNDARY/ SUB-AREA MAP
JL
4432-445B W
CLARENDON AVE.
rROPOSED WW TRIE
EXISTIHS TREE TO REMAll
NLnSIINGIIICEIOURtUOWU
-l-lTfl-H+ IX.
TTTT
mmymm
APPLICANT:
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = lOO'-O"
SITE! LANDSCAPE
PLAN
HIÂL hUK PUbLIUAIlUN
W. SUNNYSIDE AVE.
TWOXAY TBAfEIC
f
I
i
EXlSriNG
|, fOURSTORV
BUIIDINGN.I.C.
êlJcc^c.-^
'/,'.''.''.
EXISTING '
' FOUR STORY,
BUIIOING N.I.C.
Vll. AGATITE AVE.
V f /
v-r<^B'-y!,ir-g';, 32'-e- .u^ri;.e\
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE,
INTRODUCED:
PLAN COMMISSION:
APRIL 21, 2013

JANUARY 21, 2016
SCALE: 1" = 60'-0"
J,n'-g'J.
SUB-AREA 'B'
SITE PLAN
APPLICANT:
ADDRESS:
4400-24,4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = 60"-0"
SUB-AREA "B'
LANDSCAPE PLAN
EXISTING BUS
SHELTER TO REMAIN
EXISTING STREET
LAMP TO REMAIN
NEW ORNAMENTAL
METAL FENCE
AND GATE
EXISTING STREET
LAMP TO REMAIN
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = 60"-0'
SUB-AREA 'B'
INTERIM SITE PLAN
FiNAL FOR PUBLICATION
CODE BOTANICAL NAME

'Z-.: ~: iz-
Kl
iu
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BETUIA P O n A l F O U A W H T T t S H R F
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75'
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G I N K G O BILObA
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15-
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G O t D E N RAINOAOPS CRAfiAPPtJE
a U D O L H A D A V l D t T I N K DCUGITT
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8UXUS MICRO. VAR. KOR. 'WINTtRGREEM
W I N T l R C R a N UTTLELEAF K O f l . B O X W O O D
CCA
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TAXUS X MEDIA T A U N T O M T
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KAfU. fORESTlR K A I K F A RD GRASS
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PANICUM V I A C A T U H W & 4 A N D O A K
S H E N A N D O A H RED SWTTCH GRASS
PAH
P C N N S n U M A L O P t C l J R O a X S HAMELN'
H A f C L N D W A K F r o U N T A m CRASS
SH
PRACtS OROPSEED
tCHWACA fuRnmcA K W S KNEE H W
KBTS KNEE H I G H PURPLE CONEFLOWER
HBJCHA MfOOWTHA TALACE fURPlF
PALACE PURPLE C O R A L S O I S
HOSTA SraOLDIAm HfGANS'
OT-GANS S E f l O L D I A N A H 0 5 T A
HOSTA SIfBOl WANA TRANCES WILUAW
FRANCES W I U i A N S SEBOtXXANA HOSTA
HErtfF.OCAUjs S i l o e s M I X
DAYULT
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CATTWT
RFB
RUOBECKIA f U L G D A ^ O V T
VttnFSIJTTLESUZY
erKK
Hsn
r
ar
MULTt-STCM. 5 I T M MINUMUM
S(NCt STRAIGHT T K U N K . SPEOMEN Q U A U T Y
B4.&
SINGLE STRAIGHT T R U N K , SPEQMOW Q U M J T Y
U B
SINGLE STRAIGHT TRUNK, SPCQMEN CJWAJTY
B*e
S I N G U SnUUGHT T f t U N K . SFEOMEN QUALITY
SAB
BNGLE STRAIGHT TRUNK, SPEONEN q U A L T T T
B&B
SINGLE STRAJGHT T R U N K . S P E a M O a Q U N J T Y
au
MULTUSrm, sJ T I M S H I N U M U M
B U
MULTW7EM. 1 S T I M S MINUMUM
BAS
SINGLE STRAJCHT T R U N K . SPECIMEN Q U A U T Y . S P R i N G O K O N L Y
S U
CLUMP FORM
tr
to
li*
BU
ffi
ffS
s
ta
M
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
SCALE: N.T.S
24-
B U
B U
36'
BtS
#3
ffl
APPLICANT:
INTRODUCED:
APRIL 21,2013
B&fi
BR
#S
HMfP
HSfW
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REMARKS
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QTY CAL HT SPRD ROOT
COMMON NAME
O N CENTER
#1
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#1
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#1
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PLANT LEGEND
KAL FOR PUBL1C/3U ION

LEGEND
GREEN ROOF CALCULATION - SUB-AREA 'A"

GROSS ROOFTOP AREA =
LESS ESTIMATED MECHANICAL AREA
LESS ESTIMATED POOL AREA =
ESTIMATED NET ROOFTOP AREA =
73,787 SF
5,102 SF
4,141 SF
64,544 SF
ESTIMATED HARDSCAPED
OUTDOOR AMENITY AREA ESTIMATED PLANTED ROOF AREA
ESTIMATED ROOF AMENITY AREA
22,443 SF
42,101 SF
64,544 SF
ESTIMATED NET GREEN ROOF % =
65%
= GREEN ROOF TRAY

= LAWNIPLANTER
- PEDESTAL PAVER - COLOR #1
'*-.->t.-igla!i!?
= PEDESTAL PAVER - COLOR #2

= WALKINGI JOGGING TRACK
EXTENSIVE GREEN
ROOF SYSTEM, TYP.
-jf
PRECAST PAVER. TYP.
GRASS LAUN. TYP.

0RNA^1ENTAL TREE. TYP.
lUOOD DECXlNiS, TYP.
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE
APRIL 21, 2013

INTRODUCED:
SCALE: 1" = 60'-0"
SUB-AREA 'A' GREEN ROOF

PLAN
LEGEND
GREEN ROOF CALCULATION - SUB-AREA 'B'

LESS ESTIMATED MECHANICAL AREA =
LESS ESTIMATED PRIVATE TERRACE AREA =
24,230 SF
4,930 SF
2,800 SF
16,500 SF
OUTDOOR AMENITY AREAESTIMATED PLANTED ROOF AREA ESTIMATED GREEN ROOF AREA
OSF
16,500 SF
16,500 SF
ESTIMATED NET GREEN ROOF %
GREEN ROOF TRAY

: LAWN/PLANTER
mm
PEDESTAL PAVER - COLOR #1

PEDESTAL PAVER COLOR #2
= WALKINGIJOGGING TRACK
100%
j-kT/SECOND
V SECOND LEVS-ROCf
" ^ E L l4--e"
r"
APPLICANT:
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = 60'-0"
SUB-AREA 'B' GREEN ROOF

PLAN
FGR PUBLiCATiO^
LEGEND
GREEN ROOF CALCULATION - SUB-AREA "B"

LESS ESTIMATED MECHANICAL AREA =
LESS ESTIMATED PRIVATE TERRACE AREA =
6,003 SF
1,425 SF
0 SF
4,578 SF
OUTDOOR AMENITY AREA ESTIMATED PLANTED ROOF AREA
ESTIMATED GREEN ROOF AREA -
OSF
4,578 SF
4,578 SF
ESTIMATED NET GREEN ROOF %
GREEN ROOF TRAY

LAWNIPLANTER
PEDESTAL PAVER - COLOR #1
= PEDESTAL PAVER COLOR #2
WALKINGIJOGGING TRACK
100%
T/ B30F SLiBi
EL- a C - B '
:i;;H;:
1 EIWI'IB ::\ t'iiTf

.,
0
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: l".= 60'-0"
SUB-AREA 'C GREEN RGGF

PLAN
fim. FOR PUBliCAIiON
5C
cc
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FINAL FOR PUBLiCATION
UNIT 08
STUDIO
UNIT 09
STUDIO
UNIT ID
S1U0I0
UNIT 11
16R
UNIT 12
IBR
UNIT 14
IBR
UIIIT 13
STUDIO
0UNIT 15
IBR
UNIT 17
STUDIO
UNIT 16
2BR
505 SF
NOTE: INTERIOR LAYOUT IS SHOWN

FOR ILLUSTRATIVE PURPOSES ONLY.
APPLICANT:
ADDRESS:
4400-24, 4401 -4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1" = 50"
SUB-AREA 'A'
TYPICAL FLOOR PLAN
mi
l\l
NOTE: INTERIOR LAYOUT IS SHOWN

FOR ILLUSTRATIVE PURPOSES ONLY.
APPLICANT:
ADDRESS:
4400-24,4401-4415, 4432-4458 N. CLARENDON AVE
INTRODUCED:
' AF'l^2lT2013
R PUBLiCATiON
SCALE: 1" = 50'
SUB-AREA "B"
TYPICAL FLOOR PLAN
FINAL FOR PUBLICATO

iN
1
2
3
4
5
6
7
8
g
10
11
12
LEGEND
CONCRETE COLUMN
GLASS WINDOW WALL
GFRC PANEL
GLASS RAILING
GLASS/METAL PANEL
GLASS CURTAIN WALL
METAL PANEL
PUNCHED WINDOW
MODULAR BRICK
GLASS GARAGE DOOR
PAINTED CONCRETE
LOUVER
11 ROOF SUB
it; -ZM-I-
Tl 26TH FLOOR SUfi

7f2iiTHFIOORSLAB
IL -23T-*- ^
Tl 24TH FLOOR s u e X
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fl. -IM-I- Y
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Tl l a i H FLOOR SLAB
Fl. iG9 -a- ^
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11
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SLAB
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TI7TH FLOOR SLAB ^
8
1
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35
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5
S
355
35E
35 5
355
35
35
355
355
355
EAST ELEVATION
SCALE: 1164" = V-O"
APPLICANT:
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1/64" = V-O"
SUB-AREA 'A'
EAST ELEVATION
'llÂL PGR
1
2
3
4
5
6
7
8
g
10
11
12
LEGEND
CONCRETE COLUMN
GLASS WINDOW WALL
GFRC PANEL
GLASS RAILING
GLASS/METAL PANEL
GLASS CURTAIN WALL
METAL PANEL
PUNCHED WINDOW
MODULAR BRICK
GLASS GARAGE DOOR
PAINTED CONCRETE
LOUVER
N ClARENOON AVF.
NORTH ELEVATION
SCALE: 1164" = V-O"
APPLICANT:
ADDRESS:
4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1/64" = I'-O"
SUB-AREA 'A'
NORTH ELEVATION
m. FOR PUBLC
i ATG
lN
1
2
3
4
5
6
7
8
g
10
11
12
LEGEND
CONCRETE COLUMN
GLASS WINDOW WALL
GFRC PANEL
GLASS RAILING
GLASS/METAL PANEL
GLASS CURTAIN WALL
METAL PANEL
PUNCHED WINDOW
MODULAR BRICK
GLASS GARAGE DOOR
PAINTED CONCRETE
LOUVER
N UlARtNDON AVb.
0 SOUTH ELEVATION
SCALE: 1/64" = VO"
APPLICANT:
ADDRESS:
4400-24,4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1|64" = V-O"
SUB-AREA 'A'
SOUTH ELEVATION
1
2
3
4
5
6
7
8
9
10
11
12
m-
T<2GT nOOR SLAB

IL 1A7
T.I 25TH FLOOR SlAB
L * 237'-4^^2^THH00RSlAB ,
tL 211-0- T
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3fflfflfflffl
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LEGEND
CONCRETE COLUMN
GLASS WINDOW WALL
GFRC PANEL
GLASS RAILING
GLASS/METAL PANEL
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MODULAR BRICK
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12
11
mm
W MONTROSE AVE.
WEST ELEVATION
SCALE: 1/64" = V-O"
APPLICANT:
ADDRESS:
4400-24,4401-4415,4432-4458 N. CLARENDON AVE
iNTRClbuCED:
APRIL 21, 2013
SCALE: 1/64" = 1'-D"
SUB-AREA 'A'
WEST ELEVATION
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,WEST ELEVATION
'SCALE: 1/64" = I'-O"
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCEDAPRIL 2I7201 3 "

SCALE: 1/64" = l"-0"
SUB-AREA 'B"
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SCALE: 1164" = I'-O"
APPLICANT:
ADDRESS:
4400-24, 4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1/64" = I'-O"
SUB-AREA 'B'
NORTH AND SOUTH
ELEVATIONS
FOR PUBLC
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LEGEND
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GLASS CURTAIN WALL
METAL PANEL
PUNCHED WINDOW
MODULAR BRICK
GLASS GARAGE DOOR
METAL GARAGE DOOR
EAST ELEVATION
SCALE: 1/64" = V-O"
SOUTH ELEVATION
SCALE: 1164" = V-O"
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WEST ELEVATION
SCALE: 1/64" = V-O"
APPLICANT:
ADDRESS:
4400-24,4401-4415,4432-4458 N. CLARENDON AVE
INTRODUCED:
APRIL 21, 2013
SCALE: 1/64" = I'-O"
SUB-AREA 'C
ELEVATIONS
DEPARTMENT OF PLANNING AND DEVELOPMENT

C I T Y OF C H I C ACQ
MEMORANDUM
TO:
Alderman Daniel S. Solis

Chairman, City Council Committee on Zoning
FROM:
David L. Reifrfian
Secretary
Chicago Plan Commission
DATE:
RE:
January 22, 2016

Proposed Amendment to Planned Development No. 138 for property generally
located at 4400 Block of North Clarendon Avenue.
On January 21, 2016, the Chicago Plan Commission recommended approval ofthe
proposed amendment submitted by Montrose Clarendon Partners, LLC and the
Missionary Sisters of the Sacred Heart. A copy of the proposed amendment is
attached. I would very much appreciate your assistance in having this introduced at the
next possible City Council Committee on Zoning hearing.
Also enclosed is a copy of the staff report to the Plan Commission which includes the
Department of Planning and Development, bureau of Planning and Zoning
recommendation and a copy of the Resolution. If you have any questions in this regard,
please do not hesitate to contact me at 744-5777.
cc:
Steve Valenziano
PD Master File (Original PD, copy of memo)
121 N O K T H
S T R E E T . KOOM 1000. C H I C A G O .
ILI.(.\'Oi.S 60602

January 21, 2016
Montrose and Clarendon

Residential Planned Development
Site Aerial
AoptiCJint
Monirme Clarendon Pirtncrs, LLC
Audrmi
4 4 0 0 - : J , -UOI-UIS. ')432-4J58 N Clirenrion Av*
Introduced
June 71, 2ni3
Plan Commission
Janutry 21, 2016
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Site Photos
Vifiw from Montroso and Clarendon, looking north

Applicjint
V.oniruiv C1i[(>iida<-. Partr.eis. LiC
Addreii
4J100-24, 4401-4415, 4432-4458 N Ciirendon Ave
Inlroduced
June 21, 2013
PUn Cornniiision
Jinudry 21, 2016
View from Montrose, looking northeast
Existing Zoning Map
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a r e n i i o n p j r t n e i s . LLC
Addrw,
5400-24. 4 4 0 1 - 4 4 1 3 . 4 4 3 7 - 4 4 S 3 N C l a r e n d o n A v e
introduced
lune 31, 2013
Plan Commid
January 21, 201S
Planned Development Boundary Plan
li'
Applicant
M o n t r o s e C l a r e n d o n P a r t n e r s , LLC
Address
4400-24, 4401-4415, 4432-4453 N Clarendon Ave
l.niroduced
June 2 1 , 2013
Plar> C o m m i s s i o n
Januarv i ' l , 2 0 1 6
Site/Landscape Plan
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Mcnirnnf Câ'e.-idijri Pininrs, L;C
Address
4400-24. 4.i0] 441';. 443-J-44'ja N Cljrei't
(Unjduce'J
;tfnerj,PO:J
.n Comrnission
lanuirv 71. 2016
Ground Floor Plan
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Applicant
Montrusc Ciar>!iidon Pinners, LLC
Address
4400-24, 440J-441;i. 4432 445S N Clarendon Ave
Introduced
Juno ^ 1 , l'U13
Plan Commission
January 21, 2016
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Upper Floor Plans - Subarea A
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Applicant
Moiifoso Cla.'crdor P n r e r i . LLC
Address
44O0-24. 4401 4415, 4432
Introduced
June 25. 2013
Pfan Com.Tiissior.
January 21, 2016
N CI*-ei-f:on Ave
Upper Floor Plans - Subarea A
/III ?lji(i^loar I'bn
4 i l i I''001 P U i i . S i i i i n i t i i ] ' A '
Applicant
M o r . l r o s c C l a r c i d o n F a n n e r s , LLC
Address
4 4 0 0 - 2 4 , 4 4 0 1 4 4 1 b , 4 4 3 2 - 4 4 5 H N C l a r c r a o o Awe
Introduced
Jui'O 2 1 , 2 0 1 3
Plan C o m m i s s i o n
January 2 1 , 2016
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East Elevation - Subarea A
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M o n t r o s e C l a r e n d o n P a r t n e r s , LLC
Addrni
440O'24, 4401 44iri. 4432-4458 N Clarendon Ave
IntioduceJ
June 2 1 , 2013
Plan C o m m i i t i o i i
January 21, 2016
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M o n t r o s e C l a f c r o c n P a r t n e r s , LLC
Addrn>
4400-24, 4401-4415. 4432 4453 N Clarendon Ave
Introduced
June 2 1 . 2015
Plan C o m m : : x i u - i
Ja.nuarv 2 1 , 2C16
West Elevation - Subarea A
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June 21 2013
January 71, 2016
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Monlroiu Clarendon Partners, LLC
Address
1400-24. 4401-44i:i. 443::-4458 N Clarendon Ave
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January 71, 2016
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Mcitioso Clarendon P-nrtrisri. LLC
Address
4400-74. 4401-4415. 4432-4458 N Clarendon Avi*
Introduced
June 71. 7013
Pl^n Commission
January 21, 2016
South Elevalion
Subarea C
Perspective Looking Northwest
App'isan:
M o n t r o r . e C l a r e n d o n P a r t n e r s , LLC
Addmu
4 4 0 0 - 2 4 . 4 4 0 1 ' 4 4 1 5 . 4 4 3 2 - 4 4 5 S N C l a - e n d o n Ave
Introduced
J u n e 2*., 7 0 1 3
['an C u i n r r . i ; s o n
January 7 1 . liOlG
Aerial View Looking Northeast
Appiicant
M o r i t r o s c C l a r e n d o n P a r t n e r s , LLC
Address
4 4 0 0 - 2 4 , 4 4 C 1 - 4 4 I 5 , 4432-4458 N Claror^don Ave
lntradi.-eed
June 2'.. 2013
Plan C o m m i s s i o n
January 71, 2016
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Asslicani
M o r r r o i e Clarendon Partners, LIC
Addrru
4 4 0 0 74. 4401-4415. 4437-4d'jS N Clarendon Ave
Introduced
June 2 1 , 2013
Plan C o m m i i 5 i o n
January 2 1 , 201C
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FINAL
REPORT
to the
CHICAGO PLAN COMMISSION
from the
JANUARY 21, 2016
FOR APPROVAL: PROPOSED AMENDMENT TO PLANNED DEVELOPMENT 138
(APPLICATION 17707) AND LAKE MICHIGAN AND CHICAGO
LAKEFRONT PROTECTION ORDINANCE (APPLICATION 627)
APPLICANTS:
MONTROSE CLARENDON PARTNERS, LLC AND MISSIONARY

SISTERS OF THE SACRED HEART
LOCATION:
4400 BLOCK OF NORTH CLARENDON AVENUE
Pursuant to the provisions ofthe Chicago Zoning Ordinance, Title 17 of the Municipal Code
of Chicago, the Department of Planning and Development hereby submits this report and
recommendation regarding a proposed amendment to Planned Development 138 for your
review and recommendation to the Chicago City Council. The application for this
amendment to the Zoning Ordinance was introduced into the City Council on April 10,
2013. Proper legal notice of the public hearing on this application was published in the
Chicago Sun-Times on Januarys, 2016; the co-applicants, Montrose Clarendon Partners,
LLC and Missionary Sisters ofthe Sacred Heart (Applicant), were separately notified ofthis
hearing.
The Applicant proposes to amend this planned development through the demolition of all
existing structures and the construction of two new high-rise buildings and one single-story,
retail structure. The resulting project will provide one building at the northwest corner of
West Montrose and North Clarendon Avenues (Sub-Area A) containing a maximum of 381
residential units, 30,000 square feet of commercial space and 278 parking spaces with a
maximum height of 259'. A second building will be constructed at the northwest corner of
West Agatite and North Clarendon Avenues (Sub-Area B) and will contain a maximum of
250 residential units and 160 parking spaces with a maximum height of 157'. The property
at the northeast corner of West Montrose and North Clarendon Avenues (Sub-Area C) will
be improved with a 6,000 square foot, single-story, retail structure with 11 surface parking
spaces. The Applicant is requesting that the subject property be rezoned from RM-5
(Residential Multi-Unit District) and PD 138 to B3-5 (Community Shopping District) prior to
re-establishing this planned development as Planned Development 138, as amended.
This request is being submitted as a mandatory amendment to an existing planned
development, pursuant to Sections 17-13-0611-A(1-3) and 17-13-0611-B, ofthe Chicago
Municipal Code, due to the proposed change in the character of the development, the
increase in the rhaximum permitted floor area ratio and the introduction of dwelling units. In
addition, the subject site is located within the Private-Use Zone ofthe Lake Michigan and
Chicago Lakefront Protection District; therefore, the proposed development ofthe site is
FWAL
also regulated by Section 16-4-100.
PROJECT BACKGROUND
Montrose Clarendon Partners, LLC, is the contract purchaser and has filed both
applications with the consent of the current owners, the Missionary Sisters of the Sacred
Heart, which is also a co-applicant to this application. The 4.76-acre subject site consists of
two currently vacant structures that, along with an adjacent surface parking lot and passive
open space, comprise the campus of the former Cuneo Hospital/Columbus Maryville
Academy Shelter, all of which has been closed since 2005.
SITE AND AREA DESCRIPTION
The subject property is located within the 46^*^ Ward, the Uptown Community Area and the
Montrose/Clarendon Tax Increment Finance District. It is surrounded by property zoned
RM-5 to the north; property zoned RM-5 and RM-6.5 to the south; Clarendon Park to the
east (a portion of which is zoned POS-2, Parks and Open Space District, and another
portion of which is zoned RM-5); and property zoned RM-5 and B3-5 to the west.
As previously mentioned, the site is located within the boundaries ofthe Private-Use Zone
ofthe Lake Michigan and Chicago Lakefront Protection District; but, it is not located within
the boundaries of a Chicago Landmark District nor does it contain a designated local or
national landmark structure or site.
The area is served by the Chicago Transit Authority's bus routes #36 (Broadway), #78
(Montrose), #135 (Clarendon/LaSalle Express), #136 (Sheridan/LaSalle Express), #144
(Marine/Michigan Express), #145 (Wilson/Michigan Express), #146 (Inner Drive/Michigan
Express), #148 (Clarendon/Michigan Express) and #151 (Sheridan) and the CTA rail
station at Wilson on the Red Line; all with stops located within approximately y2-mile ofthis
development.
PROJECT DESCRIPTION
The Applicant is proposing to transform this shuttered hospital campus through the
demolition of all existing structures and the construction of various new buildings in order to
create a new mixed-use development along Clarendon Park in Uptown.
The development proposal consists of the demolition of the existing buildings and
construction of two new high-rise buildings and one single-story, retail structure. The
resulting project will provide one building at the northwest corner of West Montrose and
North Clarendon Avenues (Sub-Area A) containing a maximum of 381 residential units,
30,000 square feet of commercial space and 278 parking spaces with a maximum height of
259'. A second building will be constructed at the northwest corner of West Agatite and
North Clarendon Avenues (Sub-Area B) and will contain a maximum of 250 residential
units and 160 parking spaces with a maximum height of 157'. The property at the northeast
corner of West Montrose and North Clarendon Avenues (Sub-Area C) will be improved with
a 6,000 square foot, single-story, retail structure with 11 surface parking spaces.
The total project cost is $125 million. The project is expected to generate an estimated 500
FINAL
construction jobs and ultimately 65 permanent jobs, once complete. The project is
anticipated to be constructed in phases, the first of which will consist ofthe construction of
the building at the northwest corner of West Montrose Avenue and North Clarendon
Avenue (Sub-Area A), containing a maximum of 381 residential units, 30,000 square feet
of commercial space and 278 parking spaces with a maximum height of 259', and
development of the property at the northeast corner of West Montrose and North
Clarendon Avenues (Sub-Area C), with a 6,000 square foot, single-story, retail structure
with 11 surface parking spaces. This first phase is positioned to break ground by July 2016,
with residential occupancy, along with retail functions, beginning by July 2018. The second
phase, located at the northwest corner of West Agatite and North Clarendon Avenues
(Sub-Area B), will contain a maximum of 250 residential units and 160 parking spaces with
a maximum height of 157' and will be constructed at a currently undetermined future date.
DESIGN
The Sub-Area A tower is planned to be architectural concrete with punched window
openings and sections of glass curtain wall. The base will be glass storefront with glass
fiber reinforced concrete panels, architectural louvers, metal panels and opaque glass
along the south and east facades. The tower is situated at the east end ofthe site, on the
main corner of West Montrose Avenue and North Clarendon Avenue, where the main retail
entrance will also be located; three-story townhomes are proposed along West Agatite
Avenue to provide a softer, residential, exterior to the tower's base, more in line with the
scale and character of development further west on Agatite The tower's amenity deck will
be found on the roof of the parking and retail structure, the walls of which are marked by
cutouts which will provide a visual connection between the residents and activity on the
adjacent streets and park space to the south and east.
The Sub-Area B tower is planned to be glass with masonry and glass fiber reinforced
concrete panels at the base. The single-story building in Sub-Area C is planned to be a
one-story glass and metal panel building.
LANDSCAPING
The perimeter of project, including some portions along public alleys, will include both
shrubbery and street tree plantings. The entirety of Planned Development 138, as
amended, will meet the requirements of the Chicago Landscape Ordinance. More
specifically, each of the towers is proposed to include recessed vehicular courtyards
accessed directly from West Agatite Avenue. Both courtyards will provide a landscape
island for pedestrian relief while crossing the ingress and egress driveways. A pocket park
will also be located at the southwest corner of Sub Area A, along the alley at the
southwestern boundary of this planned development. Finally, while an end user has not
been identified for Sub Area C, the site plan provides for both an active and landscaped
patio area adjacent to the Clarendon Park tennis courts.
ACCESS/CIRCULATION
Drop-off courtyards are proposed for each of the new towers, both directly aligned with
each other and accessed off of West Agatite Avenue. The Sub-Area A tower includes a
parking garage with a maximum of 278 spaces, along with both retail and residential
FINAL
loading areas, all accessed via two adjacent curb cuts located mid-block on North
Clarendon, between West Agatite and West Montrose Avenues. The Sub-Area B tower
includes a 160-space parking garage; vehicular access to such, along with to this building's
associated residential loading areas, will be made available from the adjacent public alley.
To help accommodate the residential, guest and retail vehicular circulation patterns
proposed in this plan, while minimizing the impact on the lower density, residential
character of West Agatite Avenue, the Department of Transportation has approved twoway traffic on both West Sunnyside and West Agatite Avenues, between North Clarendon
Avenue and the alley immediately to the west of Sub-Area B. Parking and loading for the
proposed Sub-Area C single-story retail building will be provided in a surface lot which will
be accessed directly off of North Clarendon Avenue, across from the dual driveways
serving the Sub-Area A tower.
Individuals traveling on foot, bicycle or via some other non-vehicular means, or from any
number of the nearby public transportation options, will be able to access all portions of the
development from all adjacent public rights-of-way from any direction. Bicycle stalls (173)
will be provided throughout the project, including within the parking structures and in
proximity to the retail uses in the project, all located off ofthe adjacent public rights-of-way.
SUSTAINABILITY
Through the provision of green roofs, currently designed to cover 100% ofthe net roof
area, and the attainment of Leadership in Energy and Environmental Design (LEED)
certification for all three proposed buildings, the project will exceed the guidelines of the
Sustainable Policy of the Department of Planning and Development.
BULK/USE/DENSITY
The proposed maximum Floor Area Ratio for Planned Development 138, as amended, is
5.0. However, within PD 138 are three sub areas, with FAR ranges as follows:
Sub Area A ^ 4.42 FAR
Sub Area B - 6.87 FAR
Sub Area C - 0.42 FAR
The project will include a total of 631 residential units, which, based on the Minimum Lot
Area requirements found in Section 17-3-0402 and the provision of a maximum of 37% of
the units as efficiencies, is 15% below the maximum number of units allowable on-site.
The maximum allowable height to the top of highest floor containing occupied units within
Sub-Area A is 259', within Sub-Area B is 157' and within Sub-Area C is 20'; the Sub-Area A
and B respective elevator shaft overruns will have a maximum height of 267' and 167'. All
height maximums are in accordance with the stipulations of Section 17-3-0408-A, as it
pertains to buildings with 100' or more of lot frontage and ground floor commercial space
within a B3-5 zoning district.
RECOMMENDATION
The Department of Planning and Development has reviewed the project materials
FINAL
submitted by the Applicant and compared this proposal for redevelopment of these
underutilized parcels to the requirements of the Chicago Municipal Code and existing
development in the community. The area around this project is a diverse mix of
institutional, open space, residential and retail developments and is in very close proximity
to Clarendon Park, Lake Michigan, Lake Shore Drive and Montrose Harbor. Based on the
entirety ofthe department's analysis, DPD has concluded that this proposal is appropriate
for this site, and supports this development, for the following reasons:
1) Public review of this proposal (per Section 17-8-0101) was afforded at the
December 13, 2012; November 25, 2013; January 6, 2014; and, November 30,
2015 community meetings hosted by the 46*"^ Ward Alderman and Montrose
Clarendon Partners, LLC;
2) Unified planning and development for the entire project area (per 17-8-0102)
helped produce a final proposal that focuses on movements though, and activity
internal to, the site, as well as, that which occurs in the surrounding neighborhood;
3) Promotion of economically beneficial development patterns that are compatible
with the character of existing neighborhoods (per 17-8-0103), as evidenced bythe
proposed uses being akin to the character ofthe immediate community;
4) Provides a level of amenities appropriate to the nature and scale of the project
(per 17-8-0104) with the residential and commercial parking and recreational
provisions designed to serve the project's residents and guests while also allowing
public access to portions of the site's open space all while being in accordance
with the stipulations of the Chicago Zoning Ordinance;
5) Through a flexible application of selected bulk, use and development standards a
creative, urban design (per 17-8-0105) has been provided in the various heights,
elevation details and building variety;
6) Promotes transit, pedestrian and bicycle use (per 17-8-0904-A-2), ensures
accessibility for persons with disabilities (per 17-8-0904-A-3) and minimizes
conflict with existing traffic patterns in the vicinity (per 17-8-0904-A-4), as
evidenced through its proximity to public transit, the accommodations made for
bicycle parking, the site's level of pedestrian accessibility and adherence to
stipulations of the Americans with Disabilities Act and the provisions made for
internal loading, truck stacking and parking access;
7) Properly screens associated parking (per 17-08-0904-C-2) in shared facilities (per
17-08-0904-C-3), as evidenced through the proposed parking being partially
screened with retail and residential units and designed to accommodate all uses in
the planned development;
8) Provides safe and attractive walkways and pedestrian routes (per 17-8-0905-A-1)
with active street-level spaces and avoids blank walls within proposed buildings to
engage pedestrian interest (per 17-8-0905-A-2 and 17-8-0905-A-3) and
emphasizes building entries through architecture and design (per 17-8-0905-A-4),
as evidenced by the perimeter sidewalks and internal pathways that connect the
proposal with the surrounding network of sidewalks and pathways, the visibility of
the retail space and residential lobby areas from the adjacent public rights-of-way
and the distinct rooflines, entryways, lobbies and drop-off areas;
9) Provides doors, windows and active street-level uses adjacent to public rights-ofway (per 17-8-0905-B-1), locates pnmary pedestrian entries at sidewalk level (per
FINAL
10)
11)
12)
13)
14)
15)
17-8-0905-B-2) and avoids large expanses of blank walls by partially screening

the parking garage (per 17-8-0905-B-3), particularly in areas expected to receive
large amounts of pedestrian activity (per 17-8-0905-B-4), as evidenced by the
significant presence of glass and residential entry-points in the fagade of all sides
of the base, particularly along portions of the site that are directly adjacent to the
sidewalks which are expected to receive the highest amount of pedestrian activity,
construction to the edge of the site's property lines, the provision of access to all
elements of the buildings through their respective drop-off courtyards and from
other adjacent sidewalks and other development details described in the answers
to questions 7 and 8 above;
Creates gradual transitions in bulk and scale (per 17-8-0906-A-2), as evidenced
through the placement of the tallest (259') tower near other similar structures near
the intersection of West Montrose and North Clarendon Avenues, while locating
the shorter (157') tower near less vertically imposing structures further north on
Clarendon Avenue and keeping the parcel adjacent to Clarendon Park at a
maximum of 30', which is comparable to the existing Clarendon Park Fieldhouse
located just to the north and within the park;
Places buildings on the corner(s), close to both street frontages and locates
parking areas and driveways away from said corner(s) (per 17-8-0906-B-4), as
evidenced by the base and tower locations at-grade and associated vehicular
access points found away from primary pedestrian entry points;
Service areas should be located away from the street and away from residential
buildings and entrances (per 17-8-0906-D), as evidenced by the location of such
uses internal to each tower and, in Sub Area C, a screened area ofthe parking lot;
Architectural design should articulate and enhance buildings, especially those
located at intersections, due to their prominence and visibility (per 17-8-0907-A-3)
and all sides and areas of the buildings that are visible to the public should be
treated with materials, finishes and architectural details that are of high-quality and
appropriate for use on .primary street-facing fagade (per 17-8-0907rA-4), as
evidenced by the relationship of the tower and its base to the nearby intersection
of West Montrose and North Clarendon Avenues and through the material callouts
in this report and on the accompanying elevations;
Promotes environmentally sustainable development practices (per 17-8-0908-A),
as evidenced through the presence of a green roof covering 100% ofthe roof net
site area and the achievement of Leadership in Energy and Environmental Design
(LEED) Certification, exceeding the guidelines of the Sustainable Policy of the
Department of Planning and Development; and,
Provides inviting and usable open space (per 17-8-0909-A-1) that maximizes
exposure to sunlight (per 17-8-0909-B-1) and includes numerous on-site
amenities (per 17-8-0909-C) for residents, guests and the general public (per 178-0910), as evidenced by both the recreational and other activity areas (indoor
and outdoor) being established on the fourth level of the building at the
intersection of West Montrose and North Clarendon Avenues for residents ofthis
development and their guests and, separately, through the pocket park that will be
located at the southwest corner of Sub Area A, along the alley at the southwestern
boundary of this planned development.
FINAL
The project meets the purpose and criteria set forth in the Chicago Zoning Ordinance and
its adoption would not have any adverse impact on the public's health, safety or welfare,
specifically:
1) Per 17-13-0308-A, the site lies within the boundaries of the Montrose Clarendon
Tax Increment Financing Redevelopment Area, which was approved by the
Chicago City Council on February 26, 2010. The corresponding Land Use Plan
contemplated redevelopment ofthis site in a mixed-use manner, including multifamily residential, retail and commercial development. This proposal will achieve
that goal and further the objectives ofthe TIF Plan by improving the physical and
economic conditions ofthis area, as well as, providing the City and its citizens with
increased activity, new job opportunities and an expanded tax base.
2) Per 17-13-0308-B, this amendment is compatible with other commercial and
residential developments, as well as, the zoning districts in the immediate areas
around this subject.
3) Per 17-13-0308-C, commercial and residential developments located in this area
of Uptown and with, good transit connectivity can be marked by dense, high-rise
structures, akin to the project currently being proposed.
4) Per 17-13-0308-D, the proposed underlying zoning for this planned development
is consistent with other zoning districts, both adjacent to this site and in the
immediate area.
5) Per 17-13-0308-E, the public infrastructure facilities and City services will be
adequate to serve the proposed development at the time of occupancy and the
project will comply with the requirements for access in case of fire and other
emergencies. The proposed project has been reviewed bythe Mayor's Office for
People with Disabilities and the Department of Transportation and all requested
changes have been made. Copies of this application have been circulated to
other City departments and agencies and no comments have been received which
have not been addressed in the application.
The Department of Planning and Development has also reviewed the project materials
submitted by the Applicant with regards to the Policies and Purposes of the Lake Michigan
and Chicago Lakefront Protection Ordinance and has concluded that the proposed
development would be in compliance with the applicable Policies ofthe Lakefront Plan of
Chicago and the Purposes of the Lake Michigan and Chicago Lakefront Protection
Ordinance, as they apply to development in the Private Use Zone, specifically:
Policy No. 3 (Continue to improve the water quality and ecological balance of Lake
Michigan) - This project will comply with all applicable City and Metropolitan Water
Reclamation District regulations pertaining to the management of wastewater and
storm water runoff and will not negatively impact the purity and quality ofthe waters
of Lake Michigan.
Policy No. 8 (Increase personal safety) - The project will bring increased pedestrian
activity and lighting to the area through the replacement of existing, underutilized
buildings with a new, active, residential and retail community.
Policy No. 14 (Coordinate all public and private development within the water, park
and community zones) - This site is located within the Private Use Zone and the
development has been coordinated with the appropriate City departments and
FINAL
community to minimize the impact of construction and to ensure it remains in
context with the surrounding neighborhood.
With respect to the Policies and Purposes not enumerated here, the Department of
Planning and Development has determined that they are either not applicable to
development in the Private Use Zone or that the proposed project will not have a
detrimental effect on the Lake Michigan shoreline or any wildlife habitats therein. The
proposed project also does not contemplate the introduction of new roadways directly
connecting to the lakefront, does not reduce existing open space and does not interfere
with existing access to, or use of, Lake Michigan and its park system.
Based on the foregoing, the Department of Planning and Development has the following
dual recommendation:
1) That this application for an amendment to Planned Development 138 be approved
and that the recommendation to the City Council Committee on Zoning, Landmarks
and Building Standards be "Passage Recommended, as Amended"; and,
2) That this application, being in conformance with the provisions ofthe Lake Michigan
and Chicago Lakefront Protection Ordinance, be approved, subject to compliance
with the Site and Landscape Plans and Building Elevations dated January 21,2016
and presented before you today.
Bureau of Zoning and Land Use
Department of Planning and Development
JAN 2 1 2015
Initial: l f ( ^
APPLICATION NUMBER
^
627
CITY OF CHICAGO
AN APPLICATION TO THE CHICAGO PLAN COMMISSION UNDER THE LAKE MICHIGAN AND
CHICAGO LAKEFRONT PROTECTION ORDINANCE
(This Application Must Be Typewritten)
The Chicago Plan Commission has provided this Application in accordance with Section 194B6.I(a) ofthe Lake
Michigan and Chicago Lakefront Protection Ordinance. The Conditions under which the provisions of this
Ordinance are applicable are slated in Section 194B-5.1 of the Ordinance. The process of Plan Commission review
and public hearing on each proposal within the Lake Michigan and Chicago Lakefront Protection District will
commence with the Applicant's submission, to the Chicago Plan Commission, of a completed Application and the
required proof of notice. Strict compliance with Section I94B-6.1(c) is required.
The staff of the Department of Planning and Development is available to provide technical assistance to the
Applicant, before preparation of the Application, during the process stages and to review the Application upon
submission to the Chicago Plan Commission. Copies of the Ordinance, Application and examples of forms for both
notification and proof of notice are available from the:
Department of Planning and Development
City Hall
121 North LaSalle Street
Room 905
Chicago, IL 60602
(312)744-5777
This Application consists of five (5) parts:
Part One - General Information
Part Two - Character of the Proposal
Part Three - Zoning Information
Part Four - Potential Impact of the Proposal
Part Five - Disclosure Forms
A copy of this Application will be available for public inspection in City Hall, Room 905, five (5) days prior to the
date of which the public meeting before the Chicago Plan Commission on this Application is to be held.
-SECTION BELOW FOR OFFICE USE ONLYDate of receipt in DP:
in Bldsjs.:
Dale of Applicanl Notice

To ta.\payers of record'
ZBA aciion necessary'?

Status;
yes
Disclosure necossarj'?
j'es
Date set for public hearnig
Simultaneous Planned Development

processing
ycs
Date on which Plan Comniission

published newspaper notice:
Previous Application this address?

ycs
no; number:
Date of publication of report

of Commissioner of DP:
Date forwarded lo:
DIS
DPW
Other
Zoning map amendmenl?
DSS
Pk. D.
SITE ADDRESS
nASTA5506003l.3
no: Type and
.
:
no
yes
DISPOSITION
Approved
Disapproved
Continued
. lo;
Date Applicanl notified of decision;
4400- 4458 and 4401-4415 North Clarendon Ave.
no #
GUIDELINES FOR COMPLEimG PART ONE OF THE APPLICATION

Part One ofthis Application provides general informalion to the Chicago Plan Commission for
use in preparing its public notices of the proposal set forth in the Application and in preparing its
review of that proposal.
1. The date entered in (I.) should be the date on which the Application is filed.
2. The location ofthe site ofthe proposal should be given by street address; if there is no street
address, the location must be described in relation to nearest existing streets, rights-of-way
or other fixed points of reference.
3. The Applicant must state his own name, address and telephone number and the name,
address and telephone number of the owner of the subject property (if different). The
Applicant must be either the owner of the subject property or the owner's duly authorized
agent or representative; i f the Applicant is the ovmer's duly authorized agent or
representative, the Applicant must submit proof to the Chicago Plan Commission at the time
the Application is filed of such authorization.
Whenever the ovwiership of the subject property takes the form of something other than a
singular living individual (partnership, corporation, trust, etc.) the Applicant shall so
indicate. Furthermore, the Chicago Plan Commission may require disclosure of all parlies
having interest in the subject properly.
4. The description of a proposal should include, at a minimum, types of land uses and space
uses, floor area, number of dwelling units and structure height (in feet and stories). Any
additional information describing the proposal should also be included.
5. Under the provisions of Section 194b-6.1(c) of the Lake Michigan and Chicago Lakefront
Protection Ordinance^ the Chicago Plan Commission will not accept an Application until the
Applicant submits to the Chicago Plan Commission a list of names and last known
addresses of the owners of all property on which notice must be served, the names and
addresses of persons so served (if different), the method of service employed and a
statement certifying that the Applicanl has complied wilh all applicable noticing provisions
in effect at the time of filing.
6. If there are any other approvals required from olher public agencies before the Applicant can
proceed with their proposal, those approvals musl be listed; except that other City of
Chicago licenses and permits may be omitted. I f no other approvals are required, enter
"NONE" under (VI. A.). Examples of items which should be listed include approvals from
the:
United States Department of Housing and Urban Development Federal Housing
Administration
United States Army Corps of Engineers
Federal Aviation Administration
State of Illinois Department of Natural Resources
lEASTA-SSOfiOOSLS
PART ONE: GENERAL INFORMATION

I.
Date of Application:
April 3. 2013
UPDATED November 9, 2015
II.
Address or location of the Site of the Proposal:

Clarendon Avenue
III.
Information on the Applicant and the Owner

A.
Applicanl
Name: Montrose Clarendon Partners LLC Phone: 773-625-3036
Address: 4104 North Harlem Avenue, Chicago, IL 60634
4400-4458 and 4401-4415 North
B.
Owner and co-Applicant

Name: Missionary Sisters of the Sacred Heart
Phone: (773) 883-7302
Address:
434 West Deming Place, Chicago. Illinois 60614
C.
If the Applicant is not the owner, check here X that proof has been attached to
this Appiicalion that the Applicanl is the duly authorized agent or representative
of the owner.
D.
If the ownership of the subject property takes the form of something other than a
singular living individual (partnership, corporation, trust, etc.), please indicate
such: Not-for-profit corporation
IV.
Brief Description of the Proposal: See Part Two, Figure 6.1 for project narrative.
V.
Initial here:
verifying that the noticing provisions of Section 194B-6.1(c) have
been completed as the apply to the Applicanl and this Application.
VI.
The Applicant must also obtain the following approvals in addition lo the approval of the
Plan Commission (provide an addendum, if necessary):
A.
Nature of Approval: Approval of a Residential-Business Planned Development
Agency:
City Council
B.
Nature of Approval:
Agency:
C.
Nature of Approval:
Agency:
I:AS1A5506003I.3
GUIDELINES FOR COMPLETING PART TWO OF THE APPLICATION

All graphic materials must be submitted in an 8.5" x 11" format and musl be suitable for clear
and sharp, black and white production. Each map or diagram should have a scale and a north
arrow. Each sheet of graphic material musl be labeled wilh the appropriate figure number. I f
there are multiple sheets comprising one figure (for example figure 4), those sheets should be
labeled consecutively (Figure 4-1, Figure 4-2, Figure 4-3, elc); and, each sheet should contain the
address of the site of the proposal.
For Figure 1, the Applicant should consider the "vicinity of the site" to be at least as extensive as
the area for which he is required lo give notice, plus any intervening streets or other public
rights-of-way.
For Figures 3 and 4, the Applicant should consider that "recreation areas" and "recreation space
and facilities" include game courts, swimming pools and pool areas, game rooms, exercise
rooms, party rooms, community rooms, observation decks and sun decks.
The required narrative statement should describe the features of the proposed development,
including size and mix of dwelling units, mix of uses on the site, etc. It should present a basic
rationale for the development.
For Figure 6, the Applicant is urged lo provide any materials at 8.5" x 11" which will facilitate
the review of the Application.
nASn55060031.3
PART TWO: CHARACTER OF THE PROPOSAL

This portion of the Application must be completed by attaching the following items, correctly
sized and labeled, to the Application.
I.
Figure 1: Map ofthe Vicinity of the Site, showing (and labeling) Lake Michigan, Lakefront
Parks, preferential streets, schools, parks, major institutions and significant developments.
All streets on this map should be labeled and all building footprints within the vicinity of
the subject site should be outlined and all structure heights should be identified.
II.
Figure 2: Map of the Existing Site, showing locations and dimensions of lot lines, contour
intervals (5'), existing structures, walkways, driveways and any other special features.
III.
Figure 3: Proposed Site Plan showing locations and dimensions of proposed structures,
driveways walkways, parking areas, open space and recreational areas.
IV. Figure 4: Proposed Floor Plans, including the ground floor, a typical floor and any floors
with recreational space or facilities.
V.
Figure 5: Elevalion or Cross-Section, showing the height and number of stories for all
proposed structures.
VI. Narrative: Statement Describing the Proposed Development.

The Applicant is encouraged to provide additional graphic materials, visual aids, photographs,
full-color renderings, data tables, elc; any such exhibits should be labeled "Figure 6".
lASn55060031.3
PART TWO: CHARACTER OF THE PROPOSAL

FIGURE 6-1 - NARRATIVE
Current Use
The property subject to this application consists of approximately 131,186 net square feet
located north of West Montrose Avenue on the east and west sides of North Clarendon Avenue.
The subject property is located wilhin the Private Use Zone of the Lakefront Protection District
and is currently located in the RM-5 Residential Multi-Unit District and Institutional Planned
Development No. 138. The subject property is the site of the former Columbus-Maryville
Emergency Shelter. The applicant, Montrose Clarendon Partners LLC (the "Applicant"), is the
contract purchaser of the subject property.
Proposed Plan
The Applicant seeks approval of a mixed-use redevelopment of the property, including
residential, retail and commercial uses, and parking. The Applicanl has simultaneously filed an
appiicalion with the City for a Residential-Business Planned Development zoning designation to
permit the project. The redevelopment will include approximately 631 residential units,
approximately 36,000 square feet of retail and commercial space, and approximately 449 parking
spaces, to be constructed as at least two separate projects in phases.
The first project consists of redeveloping the portion of the property located south of
Agatite Avenue. This portion of the property includes a developmenl parcel on the west side of
North Clarendon Avenue ("Sub-Area A") and a development parcel on the east side of North
Clarendon Avenue ("Sub-Area C"). Sub-Area A would be developed with an approximately 28story building, including approximately 30,000 square feet of retail space, 381 dwelling units,
and 278 enclosed parking spaces. Approximately 8 of the proposed dwelling units would be
townhomes, fronting on Agatite Avenue. Sub-Area C, located on the east side of North
Clarendon Avenue, would be developed with a single-story commercial building, including
approximately 6,000 square feet of retail/restaurant space and 11 surface parking spaces.
The remaining portions of the project consist of redeveloping the portion ofthe property
located al the northwest corner of Agatite Avenue and North Clarendon Avenue ("Sub-Area B").
Sub-Area B would be developed as a separate project in a later phase, and would consist of an
approximately 16-story building with approximately 250 dwelling units and 160 enclosed
parking spaces.
EAS'n.sS06003l.3
PART THREE: ZONING INFORMATION

The Applicant must provide the following data regarding zoning considerations for the site
subject lo this proposal; all applicable calculations must be provided via an addendum.
I.
Is a planned development ordinance or an amendmenl lo an existing planned

development required or permitted in order to allow for the proposal on this subject site?
X
Required
Permitted
N/A
If a Planned Developmenl is required, or if it is permitted and the Applicant chooses to

pursue the designation, the Applicant is not required to complete the remainder of Part
Three of this Application.
II.
Is a Zoning Board of Appeals approval of a variation or special use required or

contemplated in order to allow for the proposal on the subject site?
Yes
No
If Yes, please explain the nature of the matter that ZBA will need to consider:
III. Square Feet of Net Site Area(s) and Existing Zoning District Classification(s); provide an
addendum, if necessary:
Sub-Area I: Zoning District Classification
Net Site Area
Sub-Area II: Zoning District Classification
Net Site Area
Sub-Area III: Zoning District Classificafion
Net Site Area
i
Total Net Site Area
IV. Dwelling Units
Maximum Units Allowed without Efficiency Units
Maximum Units Allowed including Maximum Percentage of Efficiency Units.
Proposed Number of Dwelling Units
Proposed Number of Efficiency Units
Proposed Number of Total Units
Does the Applicant intend to increase allowable floor area by reducing the number of units
constructed below the maximum allowed?
Yes
No
If Yes, please specify the number of units, below the maximum allowed, that the project will
be reduced by
and the corresponding Floor Area Ratio percentage increase
that will be requested.
t;AST\5.^06003l.3
V. Bulk
Base Floor Area Ratio, without Bonuses
Proposed Floor Area Ratio, including all Bonuses
List all Bonuses being requested:
Proposed Floor Area

sq. ft.
Percentage of floor area devoted to interior recreation space, meeting rooms, etc.
VI. Off-street Parking and Loading
Minimum Required
Number Proposed
Minimum Required
Number Proposed
Parking Spaces
Loading Docks
VII. Setbacks
Front Yard
Side Yard
Rear Yard
EAS1A5 5060031.3
PART FOUR: POTENTIAL IMPACT OF THE PROPOSAL

The Chicago Plan Commission requires lhat the Applicant address the following Fourteen (14)
Basic Policies of the Lakefront Plan of Chicago and the Thirteen (13) Purposes of the Lake
Michigan and Chicago Lakefront Protection Ordinance in a written statement to the Commission
attached to this Appiicalion and labeled as Part Four. The statement should indicate which
Policies or Purposes are or are not applicable to the Applicant's proposal; and, for those Policies
and Purposes which are applicable, the statements should discuss the potential impact of the
proposal.
I.
Fourteen Basic Policies
II.
1.
Complete the publicly owned and locally controlled park system along the entire Chicago
lakefront.
2.
Maintain and enhance the predominantly landscaped, spacious and continuous character of the
lake shore parks.
3.
Continue to improve the water quality and ecological balance of Lake Michigan.
4.
Preserve the cultural, historical, and recreational heritage of the Lakeshore Parks.
5.
Maintain and improve the formal character and open water vista of Grant Park with no new aboveground structures permitted.
6.
Increase the diversity of recreational opportunities while emphasizing the lake-oriented leisure
time activities.
7.
Protect and develop natural lakeshore park and water areas for wildlife habitation.
8.
Increase personal safety.
9.
Design all lake edge and lake construction to prevent detrimental shoreline erosion. .
10.
Ensure a harmonious relationship between the Lakeshore Parks and the community edge, but in no
instance will further private development be permitted East of Lake Shore Drive.
11.
Improve access to the Lakeshore Parks and reduce through vehicular traffic on secondary park
roads.
12.
Strengthen the parkway characteristics of Lake Shore Drive and prohibit and roadway of
expressway standards.
13.
Ensure that all port, water supply, and public facilities are designed to enhance lakefront character.
14.
Coordinate all public and private development within the water, park, and community zones.
Thirteen Purposes
I.
EAST\5.5060031 3
To promote and protect the health, safety, comfort, convenience, and the general welfare
ofthe people, and to conserve our natural resources;
2.
To identify and establish the Lake Michigan and Chicago Lakefront Protection District and to
divide that District into several zones wherein any and all development or construction, as
specified in Article V hereinafter, shall be specifically restricted and regulated;
3.
To maintain and improve the purity and quality of the waters of Lake Michigan;
4.
To ensure that construction in the Lake or modification of the existing shoreline shall not be
permitted if such construction or modification would cause environmental or ecological damage to
the Lake or would diminish water quality; and to ensure that the life patterns of fist, migratory
birds and other fauna are recognized and supported;
5.
To ensure that the Lakefront Parks and the Lake itself are devoted only to public purposes and to
ensure the integrity of and expand the quantity and quality ofthe Lakefront Parks;
6.
To promote and provide for continuous pedestrian movement along the shoreline;
7.
To promote and provide for pedestrian access to the Lake and Lakefront Parks from and through
areas adjacent thereto at regular intervals of one-fourth mile and additional places wherever
possible, and to protect and enhance vistas at these locations and wherever else possible;
8.
To promote and provide for improved public transportation access to the Lakefront;
9.
To ensure that no roadway of expressway standards, as hereinafter defined, shall be permitted in

the Lakefront Parks;
10.
To ensure that development of properties adjacent to the lake or the Lakefront Parks is so defined
as to implement the above-stated purposes, provided, however, that with respect to property
located within the Private Use Zone as established by Article V, VI, and IX of this Ordinance, the
permitted use, special use, lot area per dwelling unit, and floor area ratio provisions ofthe Chicago
Zoning Ordinance, Chapter I94A of the Municipal Code of Chicago, shall govern except where
such provisions are in substantial conflict with the purposes of this Ordinance or the Fourteen
Basic Policies ofthe Lakefront Plan of Chicago;
11.
To achieve the above-slated purposes, the appropriate public agency should acquire such
properties or rights as may be necessary and desirable;
12.
To define and limit the powers and duties of the administrative body and officers as provided
herein;
13.
Nothing contained in the Lake Michigan and Chicago Lakefront Protection Ordinance shall be
deemed to be a waiver or consent, license or permit to use any property or to locate, construct or
maintain any building, structure or facility or to carry on any trade, industry, occupation or activity
which may be otherwise required by law.
EAS1A55060031.3
PART FOUR: POTENTIAL IMPACT OF THE PROPOSAL

A,
FOURTEEN BASIC POLICIES
/.
Complete the publicly owned and locally controlled park system along the entire Chicago
iMkefront.
This application concerns development within the Private Use Zone of the Lakefront Protection
District and will have no adverse impact on the public park system.
2.
Kdaintain and enhance the predominantly landscaped, .spacious and continuous character
ofthe Lakeshore Parks.
This policy is not applicable because the improvements subjecl lo this application are wilhin the
Private Use Zone and are nol part of the lakeshore park system.
3.
Continue to improve the M>ater quality and ecological balance of Lake Michigan.
The improvements subject to this application are located west of Lake Shore Drive and will have
no adverse impact on water quality or ecology.
4.
Preserve the cidtural, historical, and recreational heritage ofthe Lakeshore Parks.
This policy is not applicable because the improvements subject to this application are within the
Private Use Zone and are not part of the lakeshore park system.
5.
Maintain and improve the formal character and open water vista of Grant Park with no
new above-ground structures permitted.
This policy is not applicable because the project is not located within Grant Park.
6.
Increase the diversity of recreational opportunities while emphasizing lake-oriented
leisure time activities.
The improvements subject to this application are within the Private Use Zone and are not part of
the lakeshore park system. The improvements include construction of an approximately 6,000
square foot retail/restaurant building, which will provide an amenity supportive of lake-oriented
leisure lime activities.
7.
Protect and develop natural Lakeshore Park and water areas for wildlife habitation.
8.
Increase personal safety.
The project will, increase personal safety by removing existing, underutilized and vacant
buildings and replacing them with new, active street-level uses and a residential community.
l-:AS'n55060031.3
9.
Design all lake edge and lake construction to prevent detrimental shoreline erosion.
This policy is not applicable because the project is not located wilhin the lake or on the lake
edge.
JO.
Ensure a harmonious relationship between the Lakeshore Parks and the communiiy edge,
but in no instance will further private development be permitted east of Lake Shore Drive.
The project is not located east of Lake Shore Drive. The project fiirthers the harmonious
relationship between the community and adjacent parks by providing active ground-level uses
and upper level views of the park and the lake.
IL
Improve access to the Lakeshore Parks and reduce vehicular traffic on secondary park
roads.
12.
Strengthen the parkway characteristics of Lake Shore Drive and prohibit a roadway of
expressway standards.
This policy is nol applicable because the improvements subject to this application will have no
impact on the characteristics of Lake Shore Drive.
75.
Ensure that all port, water supply, and public facilities are designed to enhance lakefront
character.
This policy is not applicable because the project involves no such public facilities.
14.
Coordinate all public and private development M'ithin the water, park and community
zones.
This policy is not applicable because the project involves no development within the Public Use
Zone.
B,
THIRTEEN PURPOSES
7.
To promote and protect the health, .safety, comfort, convenience, and the general welfare
ofthe people, and to conserve our natural resources.
The project will help activate the neighborhood by demolishing the existing vacant, obsolete
hospital buildings, and providing active ground-level retail, residential and other uses, thereby
contributing lo safety, convenience, comfort and general welfare. Parking and traffic
improvements will be designed so as to promote and protect health, safety and welfare and will
be subjecl to the approval ofthe Chicago Department ofTransportation.
EAST\55060031.3
2.
To idenlify and establish the Lake Michigan and Chicago Lakefront Protection District
and to divide thai District into several zones wherein any and all development or construction,
as specified in Article V hereinafter, shall be specifically restricted and regulated.
This purpose relates to the establishment ofthe Public and Private Use Zones and does not apply
lo individual applicants.
3.
To maintain and improve the purity and quality of the waters of Ixtke Michigan.
The project is located west of Lake Shore Drive and will have no adverse impact on the purity or
quality of the waters of Lake Michigan.
4.
To ensure that construction in the Lake or modification of the existing shoreline shall not
be permitted if such construction or modification would cause environmental or ecological
damage lo the iMke or would diminish water quality; and, lo ensure thai the life patterns offish,
migratory birds and other fauna are recognized and supported.
The project does not involve any construction in the lake or modification of the existing
shoreline.
5.
To ensure lhat the Lakefront Parks and the Lake itself are devoted only to public
purposes and to ensure the integrity of and expand the quanlily and quality of the Lakefront
Parks.
The improvements subject to this appiicalion are not part of the lakeshore park system.
6.
To promote and provide for continuous pedestrian movement along the shoreline.
The project will not impede pedestrian movement along the shoreline.
7.
fo promote and provide for pedestrian access lo the iMke and Lakefront Parks from and
through areas adjacent thereto at regular intervals of one-fourth (1/4) mile and additional
places wherever possible; and, lo protect and enhance vistas at these locations and wherever
else possible.
The project does not adversely impact pedestrian access to the lake and Lakefront Parks.
8.
To promote and provide for improved public transportation access lo ihe Lakefront.
The project does not adversely impact any public transportation access to the lakefront.
9.
To ensure lhat no roadway of expressway standards, as hereinafter defined, shall he
permitted in the Lakefront Parks.
The project does not include any roadways in the Lakefront Parks.
10.
To ensure that development of properties adjacent to the Lake or the Lakefront Parks is
so defined as to implement the above-staled Purposes, provided, however, lhat with respect to
EAS1A5 5 060031 3
properly located wilhin the Private Use Zone as established by Article V, VI, and IX of this
Ordinance, the permitted use, special use, lot area per dwelling unil, and floor area ratio
provisions found in the applicable chapters of the Chicago Zoning Ordinance portion of the
Municipal Code of Chicago, shall govern, except where such provisions are in substantial
conflicl wilh the Purposes of this Ordinance or the Fourteen Ba.sic Policies of the Lakefront Plan
of Chicago.
The project will be in compliance with applicable zoning regulations and will not be in conflicl
with the purposes of the Lake Michigan and Chicago Lakefront Protection Ordinance or the
Fourteen Basic Policies of the Lakefront Plan of Chicago.
77.
To achieve the above-stated purposes, the appropriate public agency should acquire such
properties or rights as may be necessary and desirable.
The improvements subject to this application are within the Private Use Zone and will remain
privately owned.
12.
To define and limit the powers and duties of the administrative body and officers as
provided herein.
This purpose does nol apply to individual projects.
13.
Nothing contained in the Lake Michigan and Chicago Lakefront Protection Ordinance
shall be deemed to be a waiver or consent, license or permit to use any property or to locate,
construct or maintain any building, structure or facility or to carry on any trade, industry,
occupation or activity which may be otherwise required by law.
'
This purpose does not apply to individual projects.
EAST\55060031.3
FINAL

CITY
OF
CHICAGO
4400 BLOCK OF NORTH CLARENDON AVENUE

PROPOSED AMENDMENT TO RESIDENTIAL BUSINESS
PLANNED DEVELOPMENT NO. 138 (APPLICATION NO. 17707) AND
LAKE MICHIGAN AND CHICAGO LAKEFRONT PROTECTION ORDINANCE
(APPLICATION NO. 627)
RESOLUTION
WHEREAS, the co-Applicants, Montrose Clarendon Partners, LLC and the Missionary Sisters of
the Sacred Heart, have submitted an application seeking approval for a development
pursuant to the regulations and requirements of the Lake Michigan and Chicago
Lakefront Protection Ordinance; and,
WHEREAS, the co-Applicants, have submitted an application seeking approval for an amendment
to Planned Development No. 138; and,
WHEREAS, the co-Applicants are proposing to construct a 259'-tall tower that will contain 381
residential units, 30,000 square feet of commercial space and 278 parking spaces; a
157'-tall tower that will contain 250 residential units and 160 parking spaces; and, a
6,000 square foot, single-story; retail structure with 11 surface parking spaces; and,
WHEREAS, the co-Applicants' request for development approval pursuant to the regulations and
requirements ofthe Lake Michigan and Chicago Lakefront Protection Ordinance was
filed with the Department of Planning and Development on April 4, 2013; and,
WHEREAS, the co-Applicants' request to amend and re-establish Planned Development No. 138
as Planned Development No. 138, as amended, was introduced to the City Council
on April 10, 2013; and,
WHEREAS, proper legal notice ofthe hearing for both applications before the Plan Commission
was published in the Chicago Sun-Times no later than January 6, 2016; the coApplicants were separately notified of this hearing and the proposed zoning
application and associated application pursuant to the regulations and requirements
of the Lake Michigan and Chicago Lakefront Protection Ordinance were considered
at a public hearing by this Plan Commission on January 21, 2016; and,
WHEREAS, the Plan Commission has reviewed the applications with respect to the applicable
provisions of the Zoning Ordinance and the Lake Michigan and Chicago Lakefront
121 NORTH LASALLE STREET, ROOM 1000. CHICAGO, ILLINOIS 60602
FINAL
Protection Ordinance and finds that the proposal will be consistent with said
provisions; and,
WHEREAS, the Department of Planning and Development recommended approval of both
applications, with the recommendations and explanations contained in the written
report dated January 21, 2016, a copy of which is attached hereto and made a part
hereof; and,
WHEREAS, the Plan Commission has fully reviewed the applications and all informational
submissions associated with the proposed amendment and request for development
approval, the report and recommendation ofthe Commissioner of the Department of
Planning and Development and all other testimony presented at the public hearing
held on January 21,2016, giving consideration to the Zoning Ordinance and the Lake
Michigan and Chicago Lakefront Protection Ordinance.
NOW, THEREFORE, B E IT RESOLVED BY THE CHICAGO PLAN COMMISSION:
1.
THAT the above-stated recitals to this resolution together with the report of the
Commissioner of the Department of Planning and Development be adopted as the findings
of fact of the Plan Commission regarding this Lake Michigan and Chicago Lakefront
Protection Ordinance application; and,
THAT the above-stated recitals to this resolution together with the report of the
Commissioner of the Department of Planning and Development be adopted as the findings
of fact ofthe Plan Commission regarding this zoning map amendment application; and,
3.
THAT the final application dated January 21, 2016, be approved as being in conformance
with the provisions, terms and conditions ofthe corresponding Lake Michigan and Chicago
Lakefront Protection Ordinance application; and,
4.
THAT the final application dated January 21, 2016, be approved as being in conformance
with the provisions, terms and conditions ofthe corresponding zoning application; and,
5.
THAT this Plan Commission recommends approval to the City Council Committee on
Zoning, Landmarks and Building Standards ofthe final zoning application dated January 21,
2016.
Martin Cabrera, Jr.

Chairman
PD No. 138, as amended
LMCLPO No. 627
Approved: January 21, 2016
121 NORTH LASALLE STREET, ROOM 1000, CHICAGO, ILLINOIS 60602
JAN 2 1 2016
CITY OF CHICAGO
Initial;
APPLICATION FOR AN AMENDMENT TO
THE CHICAGO ZONING ORDINANCE
1.
ADDRESS of the property Applicant is seeking to rezone:

2.
Ward Number that properly is located in: 46th
3.
APPLICANT Montrose Clarendon Partncns LLC and Missionary Sisters of the Sacred Heart
ADDRESS 4104 North Hariem Avenue
STATE IL
ZIP CODE 60634
EMAIL rfillerra),hariemirving.com
4.
CITY Chicago
PHONE 773-625-3036
CONTACT PERSON Rick Filler
Is the applicant the owner of the property?
YES
NO
If the applicanl is nol the owner of the property, please provide the following informalion
regarding the owner and attach written authorization from the owner allowing the
application to proceed.
OWNER
Missionary Sisters of the Sacred Heart
ADDRESS
STATE IL
434 West Deming Place

ZIP CODE 60614
EMAIL
5.
CITY Chicago
PHONE
CONTACT PERSON
(7731 883-7302
Sr. Joan McGlinchev
If the Applicant/Owner of the property has obtained a lawyer as their representative for
the rezoning, please provide the following information:
ATTORNEY DLA Piper LLP (US) Attn: Paul Shadle & Mariah DiGrino
ADDRESS 203 North LaSalle Street Suite 1900
CITY Chicago
STATE IL
PHONE 312-368-3493 /312-368-7261
ZIP CODE 60601

FAX 312-251-5870/312-251-5833
EMAIL Paul.Shadlc(5),dlapiper.com / Mariah.DiGrino^dlapiper.com

6.
I f the applicant is a legal entity (Corporation, LLC, Partnership, etc.) please provide the
names of all owners as disclosed on the Economic Disclosure Statements.
See Economic Disclosure Statements
EAS1A54983984.5
7.
8.
On what date did the ovmer acquire legal title to the subject property? See attached
Exhibit A
Has the present owner previously rezoned this property? If yes, when?
No
9.
Present Zoning District RM-5 Residential Multi-Unit District and Institutional Plarmed
Development No. 138
Proposed Zoning District First, to B3-5 Communiiy Shopping District, then to
Residential- Business Planned Development
10.
Lot size in square feel (or dimensions) 145.823 square feet (Net Site Area)
11.
Current Use of the Property Former Cuneo Hospital/Maryville Academy (Vacant buildings
and adjacent parking lot
Reason for rezoning the property To allow construction of a mixed-use residential and
commercial project as described in the enclosed project plans
Describe the proposed use ofthe property after the rezoning. Indicate the nimiber of
dwelling units; number of parking spaces; approximate square footage ofany commercial
space; and height of the proposed building. (BE SPECIFIC)
12.
The Applicant proposes to redevelop the property wilh a mixed-use project, including
approximately 736 residential units, approximately 30.000 square feet of retail and
commercial space, and approximately 500 parking spaces.
13.
On May 14th, 2007, the Chicago City Council passed the Affordable Requirements
Ordinance (ARO) that requires on-site affordable housing tmits or a financial
contribution if residential hoXising projects receive a zoning change under certain
circumstances. Based on the lot size of the project in question and the proposed zoning
classification, is this project subject to the Affordable Requirements Ordinance? (See
Fact Sheet for more information)
YES
EAST\.S4983984.4
NO
CITV OF CHICAGO
ECONOMIC DISCLOSURE STATEMENT
AND A F F I D A V I T
S E C T I O N I -- G E N E R A L I N F O R M A T I O N
A. Legal name of the Disclosing Party submitting this EDS. Include d/b/a/if applicable:
Michael A. Marchese Special Trust
Check ONE pf,the.fono>ving three boxes:
Indicate whether the Disclosing Party submitting this;EDS is::
1. [ ] the Appiicaht ^
OR "vr
2.
..>
a legal entity holding a direct or indirect iritferest iri the Applicant. State the legal name of the
Applicant in which the Disclosing' Party holds ah interest: Montrosb Clatendon Partners'LLC
OR -
V . . . . ..
3. [ ] a legal entity with a right of control (see Section I I . B . l . ) State the legal name of the entity in
which the Disclosing Party holds a right of control:
B. Business address of the Disclosing Party:
4104 N. Harlem Avenue

Norridge, IL 60706,
C. Telephone: 773-625-3036
Fax:
773-625-0056
D. Name o f contact person: Lawrence A. Gerlach
Email:
lgerlach@harlemifving.com
E. Federal Employer Identification No. (if you have one):
. .
.. _ ,
F. Brief description of contract, transaction or other undertaking (referred to below as the "Matter") to
which this EDS pertains. (Include project number and location ofproperty, i f applicable):
Application to rezone property located at 4400-4458 & 4401-4415 N. Clarendon Ave and for tax increment financing
G. Which City agency or department is requesting this EDS? Department of Planning and Development
If the M atter is a contract being handled by the City's Department of Procurement Services, please
complete the following:
,
Specification #
Ver. 01-01-12
and Contract #
PagC 1 o f 1 3
(DO NOT SUBMIT THIS PAGE WITH YOUR EDS. The purpose ofthis page is for you to
recertify your EDS prior to submission to City Council or on the date of closing. If unable to
recertify truthfully, the Disclosing Party must complete a new EDS with correct or corrected
information)
RECERTIFICATION
Generally, for use with City Council matters. Not for City procurements unless requested.
Application to rezone property located at 4400-44S8 & 4401-4415
T h i s r e c e r t i f i c a t i o n i s b e i n g s u b m i t t e d i n c o n n e c t i o n w i t h N . clarendon Ave and for tax increment financing
[identify the Matter]. Under penalty of perjury,'lhe person signing below: (1) warrants that
he/she is authorized to execute this EDS recertification on behalf ofthe Disclosing Party, (2)^
warrants that all certifications and statements contained in the Disclosing Party's original EDS
are tme, accurate and complete as ofthe date fumished tp the City and continue to be true,
accurate and complete as ofthe date of this recertification, and (3) reaffirms its
acknowledgments.
Michael A. Marcfiese Special Trust
Date:
(Print or type legal name of Disclosing Party)

By:
Print or type name o f signatory:

James W. Duiliin
Title of signatory:
Trustee
Signed and swom to before me on [date]
_,by
County,
S C l i \ d ( m ^. ( A H L U ^ N o t a r y
[state].
Public.
Commission expires:
(yPiOALSEAL
SANDRA AhSDERSON
Ver. 11.01-05
KOTARY PUBUC - STATE OF ILINOIS

MY COMWSSION EXPES^18/18
SECTION I I - DISCLOSURE OF OWNERSHIP INTERESTS

A. NATURE OF THE DISCLOSING PARTY
]
]
]
]
]
]
)^
1. Indicate the nature of the Disclosing Party:

Person
[ ] Limited liability company
Publicly registered business corporation
[ ] Limited liability partnership
Privately held business corporation
[ ] Joint venture
Sole proprietorship
[ ] Not-for-profit corporation
General partnership
(Is the not-for-profit corporation also a 501(c)(3))?
Limited partnership
[ ] Yes
[ ] No
Trust
[ ] Other (please specify)
2.
For legal entities, the state (or foreign country) of iiicorporation or organization, i f applicable:
Illinois
3. For legal entities not organized in the State oflllinois: Has the organization registered to do
business in the State oflllinois as a foreign entity?
[ ] Yes
[ ] No
[)^ N / A
B. IF THE DISCLOSING PARTY IS A LEGAL ENTITY:

1. List below the full names and titles of all executive officers and all directors of the entity.
N O T E : For not-for-profit corporations, also list below all members, i f any, which are legal entities. I f
there are no such members, write "no members." For trusts, estates or other similar entities, list below
the legal titleholder(s).
I f the entity is a general partnership, limited partnership, limited liability company, limited liability
partnership or joint venture, list below the name and title of each general partner, managing member,
manager or any other person or entity that contrpls the day-to-day management of the Disclosing Party.
N O T E : Each legal entity listed below must submit an EDS on its own behalf.
Name
James W. Durkin
Title
Trustee
2. Piease provide the following information concerning each person or entity having a direct or
indirect beneficial interest (including ownership) in excess of 7.5% ofthe Disclosing Party. Examples
of such an interest include shares in a corporation, partnership interest in a partnership or joint venture,
Page 2 of 13
interest of a member or manager in a limited liability company, or interest of a beneficiary of a trust,

estate or other similar entity. If none, state "None." NOTE: Pursuant to Section 2-154-030 ofthe
Municipal Code of Chicago ("Municipal Code"), the City may require any such additional information
from any applicant which is reasonably intended to achieve full disclosure.
Name
Business-Address
Percentage Interest in the.

Disclosing Party
Giovanna Marchese
4104 N. Harlem Aye, Norridge, I L 60706
Regina Marchese
4104 N. Harlem Ave, Norridge, I L 60706
__
SECTION III - BUSINESS RELATIONSHIPS WITH CITY E L E C T E D OFFICIALS

Has the Disclosing Party had a "business relationship," as defined in Chapter 2-156 ofthe Municipal
Code, with any City elected official in the,.12 months before the date this EDS is signed?
[]Yes
[3^ No
If yes, please identify below the name(s) of such City elected official(s) and describe such
relationship(s):
SECTION IV - - b i S C L O S U R E OF SUBCONTRACTORS AND OTHER RETAINED PARTIEiS

The Disclosing Pairty must disclose the'hairie an'd business addreiss of each subcontractor,' attomey,
lobbyist; accountaritj consMtant'and'any'other piefso^^^^^
or expects to retain in corinectioh with the Matter, as'well as the nature of the felafioriship, and the total
amount of the fees paid or estiinated to be paid. The Disclosing-Party is not irequired' to disclose
employees who are paid solely through the Disclosing Party's regular payroll.
"Lobbyist" means any person or entity who undertakes to influence any legislative or administrative
action on behalf of any person or entity other than: (1) a not-for-profit entity, on an unpaid basis, or (2)
himself. "Lobbyist" also means any person or entity any part of whose duties as an employee of
another includes undertaking to influence any legislative or administrative .action.
..
Iflhe Disclosing Party is uncertain whether a disclosure is required under this Section, the
Disclosing Party must either ask the City whether disclosure is required or make the disclosure.
Page 3 of 13
Name (indicate whether

retained or anticipated
to be retained)
Business
Address
Relationship to Disclosing Party

(subcontractor, attorney,
lobbyist, etc.)
Fees (indicate whether

paid or estimated.) N O T E :
"hourly rate" or "t.b.d." is
not an acceptable response.
(Add sheets i f necessary)

[3^ Check here if the Disclosing Party has not retained, nor expects to retain, any such persons or entities.
SECTION V - - C E R T I F I C ATIONS
A. COURT-ORDERED CHILD SUPPORT COMPLIANCE
Under Municipal Code Section 2-92-415, substantial owners of business entities that contract with
the City must remain in compliance with their child support obligations throughout, the contract's term.
Has any person who directly or indirectly owns 10% or more ofthe Disclosing Party been declared in
arrearage on any child support obligations by any Illinois court of competent jurisdiction?
[]Yes
[3^ No
[ ] No person directly or indirectly owns 10% or more o f t h e

Disclosing Party.
I f "Yes," has the person entered into a court-approved agreement for payment of all support owed and
is the person in compliance with that agreement?
[ ] Yes
[]No
B. FURTHER CERTIFICATIONS
1. Pursuant to Municipal Code Chapter 1-23, Article I ("Article r')(which the Applicant should
consult for defined terms (e.g., "doing business") and legal requirements), i f l h e Disclosing Party
submitting this EDS is the Applicant and is doing business with the City, then the Disclosing Party
certifies as follows: (i) neither the Applicant nor any controlling person is currently indicted or charged
with, or has admitted guilt of, or has ever been convicted of, or placed under supervision for, any
criminal offense involving actual, attempted, or conspiracy to commit bribery, theft, fraud, forgery,
perjury, dishonesty or deceit against an officer or employee ofthe City or any sister agency; and (ii) the
Applicant understands and acknowledges that compliance with Article I is a continuing requirement for
doing business with the City. NOTE: I f Article I applies to the Applicant, the permanent compliance
timeframe in Article I supersedes some five-year compliance timeframes in certifications 2 and 3 below.
I
Page 4 of 13
2. The Disclosing Party and, if the Disclosing Party is a legal entity, all of those persons or entities
identified in Section II.B.l. of this EDS:
a.
are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily
excluded from any transactions by any federal, state or local unit of government;
b. have not, within a five-year period preceding the date of this EDS, been convicted of a criminal
offense, adjudged guilty, or had a civil judgment rendered against them in connection with:
obtaining, attempting to obtain, or performing a pubHc (federal, state or local)'transaction or
contract under a public transaction; a violation of federal or state antitrust statutes; fraud;
embezzlement; theft; forgery; bribery; falsification or destruction of records; making false
statements; or receiving stolen property;
c.
are not presently indicted for, or criminally or civilly charged by, a gpvernmental entity (federal,
state or local) with committing any of the offenses set forth ih clauise B.2.b. bif this SectiPn V;
d. have not, within a five-year period preceding the date of this EDS, had one of more public
transactions (federal, state or local) terminated for cause or default; and
e. have hot, within a five-year period preceding the date of this EDS, been convicted, iadjudged
guilty, or fpund liable in a civil proceeding, or in any criminal or civil action, including actions
cohceriiing environrriehtal" vidlationsi iiistifuted by the City'or by the federal govemirient, any ~
state, or any other unit of local goverrirriehf.
.1
3. The certifications in subparts 3, 4 and 5 concern: '

the Disclosing Party;
- any "Contractor" (meaning ariy contractor or subcontractor used by the bisclosing Pafty in
connection with the Matter, including but not limited to all persons or legal entities disclosed urider
Section IV, "Disclpsure of Subcontractors and Other Retained Parties");
any "Affihated Entity" (meaning a person or entity that, directly or indirectly: controls the
Disclosing Party, is controlled by the Disclosing Party, or is, with the Disclosing Party, under
common control of another person or entity. Indicia of control include, without limitation:
interlocking management or ownership; identity of interests among family members, shared facilities
and equipment; conimon use of einployees; or organizatiori'bf a business entity follo'wirig'the
ineligibility of a business entity to. do business with federal or state or local governrnent, including
the City, using substantially the same management, ownership, or principals as the ineligible entity);
with respect to Contractors, the term Affiliated Eritity means a jierson or entity that directly or
indirectly controls the Contractor, is controlied by it, or, with the Contractor, is under common
control of another person or entity;
any responsible official of the Disclosing Party, any Contractor or any Affiliated Entity or any
olher official, agcnl or employee of the Disclosing Parly, any Contractor or any Affiliated Entity,
acting pursuant to the direction or authorization of a responsible official of the Disclosing Party, any
Contractor or any Affiliated Entity (collectively "Agents").
Page 5 of 13
Neither the Disclosing Party, nor any Contractor, nor any Affiliated Entity of either the,Disclosing Party
or any Contractor nor any Agents have, during the five years before the date this EDS is signed, or, with
respect to a Contractor, an Affiliated Entityj or an Affiliated Entity of a Contractor during the five years
before the date of such Contractor's or Affiliated Entity's contract or engagement in connection with the
Matter:
a. bribed or attempted to bribe, or been conyicted or adjudged guilty of bribery or attempting to
bribe, a public officer or employee ofthe City, the State oflllinois, or any agency ofthe federal
government or of any state or local government in the United States of America, in that officer's
or employee's official capacity;
b. agreed or colluded with other bidders or prospective bidders, or been a party to any such
agreement, or been convicted or adjudged guilty of agreement or collusion among bidders or
prospective bidders, in restraint of freedom of competition by agreement to bid a fixed price or
otherwise; or
c. made an admission of such conduct described in a. or b. above that is a matter of record, but
have not been prosecuted for such conduct; or
d. violated the provisions of Municipal Code Section 2-92-610 (Living Wage Ordinance).
4. Neither the Disclosing Party, Affiliated Entity or Contractor, or any of their employees, officials,
..agents or partners, is barred from contracting with any unit of state or local govemment as a result of
Engaging in or being convicted of (1) bid-rigging in violation of 720 ILCS 5/33E-3; (2) bid-rotating in
violation of 720 ILCS 5/33E-4; or (3) any similar offense of any state or ofthe United States of
America that contains the same elements as the offense of bid-rigging or bid-rotating.
5. Neither the Disclosing Party nor any Affiliated Entity is listed on any of the following lists
maintained by the Office of Foreign Assets Control ofthe U.S. Department of the Treasury or the
Bureau of Industry and Security of the U.S. Department of Commerce or their successors: the Specially
Designated Nationals List, the Denied Persons List, the Unverified List, the Entity List and the
Debarred List.
6. The Disclosing Party understands and shall comply with the applicable requirements of Chapters
2-55 (Legislative Inspector General), 2-56 (Inspector General) and 2-156 (Governmental Ethics) ofthe
Municipal Code.
7. If the Disclosing Party is unable to certify to any ofthe above statements in this Part B (Further
Certifications), the Disclosing Party must explain below:
N/A
Page 6 of 13
I f the letters "NA," the word "None," or no response appears on the lines above, it will be conclusively
. presumed that the Disclosing Party certified to the above statements.
8. To the best ofthe Disclosing Party's knowledge after reasonable inquiry, the following is a
complete list of all current employees of the Disclosing Party who were, at any time during the 12month period preceding the execution datis of this EDS, an employee, or elected or appointed official,
of the City of Chicago (if none, indicate with "N/A" or "none").
N/A
'.
9. To the best of the Distlbsing Party's-knowledge after reasonable inquiry, the following is a
complete list of all gifts that the Disclosirig Party has given or caused to be given, at any time during the
12-month period preceding the execution date ofthis EDS, to an employee, or elected>or appointed
official, ofthe City of Chicago. For purposes ofthis statement, a "gift" does not include: (i) anything
made generally available to City employees or to^the general publieyor'(ii) food or drink provided in the
course of official City business and having a retail value of less than;$20 per recipient (if none,-indicate
with "N/A" or "none"). As to any gift listed below,.please also list the name ofthe City recipient.
N/A
1: ...
b. CERTIFICATION OF STATUS AS FINANCIAL INSTITUTION

1. The Disclosing Party certifies that the Disclosing Psirty (check'one)
[ ] is
[3 is not
;.
a "financial institution" as defined in Section 2-32-455(b) ofthe Municipal Code.

2.
I f the Disclosing Party IS a financial institution, then the Disclosing Party pledges:
"We are not and will not becorne a predatory lender as defined in Chapter 2-32' of the Municipal
Code. We further pledge that none of our affiliates'is, and norie of them will become, a predatory
lender as defined in Chapter 2-32 of the Municipal Code. We understand that becoming a predatory
lender or becoming an affiliate of a predatory lender may result in the loss of the privilege of doing
business with the City."
If .the Disclosing Party is unable to make this pledge because it or any of its affiliates (as defined in
Section 2-32-455(b) of the Municipal Code) is a predatory lender within the meaning of Chapter
2-32 ofthe Municipal Code, explain here (attach additional pages if necessary):
Page 7 of 13
i f the letters "NA," the word "None," or no response appears on the lines above, it will be
conclusively presumed that the Disclosing Party certified to the above statements.
D. CERTIFICATION REGARDING INTEREST I N CITY BUSINESS
Any words or terms that are defined in Chapter 2-156 of the Muriicipal Code have the same
meanings when used in this Part D.
1. In accordance viîth Section'2-156-110 o f t h e Municipal Code: Does any officialor employee
ofthe City have a financial interest in his or her own name or in the name of any other person or
entity in the Matter?
[ ] Yes
^ ] No
NOTE: I f y o u checked "Yes" to Item D . L , proceed to Items D.2. and D.3. I f y o u checked "No" to
Item D . L , proceed to Part E.
2. Unless sold pursuant to a process of competitive bidding, or otherwise permitted, no City
elected official or employee shall have a financial interest in his or her own name or in the name of
any other person or entity in the purchase o f any property that (i) belongs to the City, or (ii) is sold
for taxes or-assessments, or (iii) is sold by virtue of legal process at the suit of the City (collectively,
"City Property Sale"). Compensation for property taken pursuant to the City's eminent domairi power
does not constitute a financial interest within the meaning ofthis Part Di
Does the Matter involve a City Property Sale?
[] Yes
[}No
3. I f you checked "Yes" to Item D . L , provide the names and business addresses ofthe City
officials or employees having such interest and identify the nature o f such interest:
Name
Business Address
Nature of Interest
4. The Disclosing Parly further certifies that no prohibited financial interest in the Matter w i l l
be acquired by any City official or employee.
E. CERTIFICATION REGARDING SLAVERY ERA BUSINESS
J Please check either 1. or 2. below. I f the Disclosing Party checks 2., the Disclosing Party must
disclose below or in an attachment to this EDS all information required by paragraph 2. Failure to
Page 8 of 13
comply with these disclosure requirements may make any contract entered into with the City in
connection with the Matter voidable by the City.
X 1. The Disclosing Party verifies that the Disclosing Party has searched any and all records of
the Disclosing Party and any and all predecessor entities regarding records of investments or profits
from slavery or slaveholder insurance-policies during the slavery- era (including-insurance-policiesj
issued to slaveholders that provided coverage for damage to or injury or death of their slaves), and
the Disclosing Party has found^no such records..
2. The Disclosing Party verifies that, as a result of conducting the search in step 1 above, the
Disclosing'Partyshas found records of inyestmeiits ;or .profits from slavery or slaveholder insiirance
policies. The Disclosing Party verifies: that the fpllowing constitutes: full disclosure of
such
records, including the names ofany and all slaves or slaveholders described in thoserecprds: ,
S E C T I O N V I - C E R T I F i C A T I O N S F O R F E D E R A L L Y FUNDiED M A T T E R S
N O T E : If the Matter is federÛy.fuh
this Sectibn V I . I f the Maitter is not federally
funded, proceed to Sectiori V i l . For purposes of this Section V l , ' tax credits allocated by the City
and proceeds of debt obligatibris of the City are not fede^^^
A. CERTIFICATION REGARDING LOBBYING
1. List below the names of all persons or entities registered under the federal Lobbying
Disclosure Act of 1995 who have made lobbying contacts on behalf of the Disclosing Party vvith
respect to the Matter: (Add sheets i f necessary):
(If no explanation appears or begins on the lines above, or i f l h e letters "NA" or i f the word "None"
appear, it will be conclusively presumed that the Disclosing Party means that NO persons or entities
registered under the Lobbying Disclosure Act of 1995 have made lobbying contacts on behalf of the
Disclosing Party with respect to the Matter.)
2. The Disclosing Party has not spent and will not expend any federally appropriated funds to pay
any person or entity listed in Paragraph A . l . above for his or her lobbying activities or to pay any
person or entity to influence or attempt to influence an officer or employee ofany agency, as defined by
applicable federal law, a member of Congress, an officer or employee of Congress, or an employee of a
member of Congress, in connection with the award of any federally funded contract, making any
federally funded grant or loan, entering into any cooperative agreement, or to extend, continue, renew,
amend, or modify any federally funded contract, grant, loan, or cooperative agreement.
Page 9 of 13
3. The Disclosing Party will submit an updated certification at the end of each calendar quarter in
which there occurs any event that materially affects the accuracy-of the statements and infonnation set
forth in paragraphs A . l . and A.2. above.
4. The Disclosing Party certifies that either: (i) it is not an organization described in section
501(c)(4) ofthe Internal Revenue Code of 1986; or (ii) it is an organization described in section
501(c)(4) of the Internal Revenue Code of 19,86 but has not engaged and will not engage in "Lobbying
Activities".
5. If the Disclosing Party is the Applicant, the Disclosing Party must obtain certifications equal in .
form and substance to paragraphs A . l . through A.4. above from all subcontractors before it awards any
subcontract and the Disclosing Party must.maintain all such subcontractors' certifications for the
duration ofthe Matter,and must make such certifications promptly available to the City upon request.
B. CERTIFICATION REGARDING EQUAL EMPLOYMENT OPPORTUNITY

I f the Matter is federally funded, federal regulations require the Applicant and all proposed
subcontractors to submit the following information with their bids or in writing at the outset of
negotiations.
) ^ . ^ ' . ,. .
Is the Disclosing Party the Applicant?
[ ] Yes.
[]No
If "Yes," answer the three questions below:

1. Have you developed and do you have on file affirmative action programs pursuant to applicable
federal regulations? (See 41 CFR Part 60-2.)
[] Yes
[]No
2. Have you filed with the Joint Reporting Committee, the Director of the Office of Federal
Contract Compliance Programs, or the Equal Employment Opportunity Commission all reports due
under the applicable filing requirements?
[]Yes
[]No
3. Have you participated in any previous contracts or subcontracts subject to the
equal opportunity clause?
[ ] Yes
[ ] No
If you checked "No" to question 1. or 2. above, please provide an explanation:
Page 10 of 13
SECTION V I I - A C K N O W L E D G M E N T S , C O N T R A C T I N C O R P O R A T I O N ,
C O M P L I A N C E , PENALTIES, DISCLOSURE
The Disclosing Party understands and agrees that:
A. The certifications, disclosures, and acknowledgments contained in this EDS will becoirie part of ariy
contract or other agreemerit between the Applicant and the 'City in connection vvith the Matter, whether
procurement. City assistance, or other City action, and are material inducements to the City's execution
of any contract or taking other action with respect to the Matter. The Disclosing Party understands that
it must'comply with all statutes, ordinarices, arid regulations'oh which this ED'S is'r?basedv ' ' '
B. The City's Gbverninerital Ethics and Cariipaign Financirig'Ordinances, Chapters 2-156 arid-2-164 of
the Muriicipal Code, iirip'o'se certairi^ dtities ahH'obligatibris on persons oi: entities'seekiri'g'Gity coritra'cfs,
work, business, or transactions. The f u l l text of these ordinances and a training program is available on
line at www.cityofchicaKo.org/Ethics, and may also be obtained from the City's Board of Ethics, 740 N .
Sedgwick St., Suite 500, Chicago, I L 60610, (312) 744-9660. The Disclosing Party must comply fully
with the applicable oi'(diri'anc6s.
,~ i
C. I f the City determines that any information provided in this EDS is false, incomplete or iriacciiratiSj'
any contract or other agreement in connection with which.it is submitted may be rescinded or be void or
. voidable, and the City may pursue any remedies under the contract or agreement ( i f riot rescinded Or
Void), at law, or in equity, including terminating the Disclosing Party's participation in the Matter and/or
declining to allow the Disclosing Party to participate in other transactions with the City. Remedies at
law foi: a false statement of material fact may include incarceration and an award to the City of treble
damages.
-D. ' i t is the City's policy to iriake this docunient available to'the public ori its Internet site arid/or upbn
request. Some or all ofthe information provided on this EDS and anyattachrrients to this'EDS'may be
made available to the public on the Internet, in response to a Freedom of Information Act request, or
otherwise. By completing and signing this EDS, the Disclosing Party waives and releases any possible
rights Pi: clainis which it iriay have against the City in coririection with the public release of information
contairied ih this EDS and also authorizes the City to verify the accuracy of ariy information submittedin this EDS.
E. The information provided in this EDS must be kept current. In the event of changes, the Disclosing
Party must supplement this EDS up to the time the City takes action on the Matter. I f the Matter is a
contract being handled by the City's Department of Procurement Services, the Disclosirig Party must
update this EDS as the contract requires. N O T E : With respect to Matters subject to Article I of
Chapter 1-23 ofthe Municipal Code (imposing P E R M A N E N T I N E L I G I B I L I T Y for certain specified
offenses), the information provided herein regarding eligibility must be kept current for a longer period,
as required by Chapter 1-23 and Section 2-154-020 ofthe Municipal Code.
j f h e Disclosing Party represents and warrants that:
Page 11 of 13
F.l.
The Disclosing Party is not delinquent in the payment ofany tax administered by the Illinois
Department of Revenue, nor are the Disclosing Party or its Affiliated Entities delinquent in paying any
fine, fee, tax or other charge owed to the City. This includes, but is not limited to, all water charges,
sewer charges, license fees, parking tickets, property taxes or sales taxes.
F.2
I f the Disclosing Party is the Applicant, the Disclosing Party and its Affiliated Entities will not
use, nor permit their subcontractors to use, any facility listed by the U.S. E.P.A. ori the federal Excluded
Parties List System ("EPLS") maintained by the U. S. General Services Administration.
F.3
I f the Disclosing Party is the Applicant, the Disclosing Party will obtain from any
contractors/subcontractors hired or to be hired Jn.connection with the Matter,certifications equal jin
form and substance to those in F.L and F.2. above and will not, without the prior written consent ofthe
City, use any such contractor/subcontractor that does.not provide such certifications or that the
Disclosing Party has rea'sbn.toJj;elieye!has_not.;provided oricannot provide truthful certifications.
NOTE: I f the Disclosing Party cannot certify as to any ofthe items in F.l., F.2. or F.3. above, ari
explanatory statement must be attached to this EDS.
CERTIFICATION
Under penalty.of perjury, the person signing belo'w: (1) warrants that he/she is a.uthorized to epcecute
this EDS and. Appendix A (if apiplicable) on-Ijelialf of the. Disclosing Party, arid (2) wairants tJiait a
.certifications and statements contained in this EDS and Appendix A (if applicable) are.trup, accurate
and complete as of the date fumished to the City.
Michael A.' Marchese Special- -Trust
(Print or type narne of Disclosing Party)
James W. D u r k i n
(Print or type name ofperson signing)

Trustee
(Print or type title of person signing),:
Signed and swom to before me on (date)

at Cook
County, I l l i n o i s
_AfL-
JL^S>^^'~^
^
(state)
Notary Public.
commission expires:
Page 12 of 13
OFFICIALSEAL
CITY OF CmCAGO,
ECONOMIC DISCLOSURE STATEMENT AND AFFIDAVIT
APPENDIX A
FAMILIAL RELATIONSHIPS WITH ELECTED CITY OFFICIALS AND DEPARTMENT HEADS

This Appendix is to be completed only by (a) the Applicant, and (b) any legal entity which has a direct
ownership interest in the Applicarit cxceeding 7:5 pe
Tt is hot to bexompleted by any legalentity
which'has only an indirect oSvnershijp' iri^^^
' ' ' '
Under MiirueiiDal Code Section 2-r54r0i;5, theDisclosingiPaity mustrdiscIose whether such DisclosingiParty
or any "Applicable Eart/' Or'any.SpouseiorDomesti&Partner^thereof curren^^
relationship",-witih
any elected city official or department head. A "familial relationship" exists if, as ofthe date this EDS is
signed, the Disclosing Party or any 'Âpp.hcable Party'' or any. Spouse or Domestic Partner thereof is, related- tp . :
the mayor, any alderman, the city clerk, the city treasurer or any .city departnient head as spouse or domestic,
partner or as any ofthe following, whether by blood or adoption: parent, child, brother or sister, aunt or uncle,
niece or nephew, grandparent, grandchild, father-in-law, mother-in-law, son-in-law, daughter-iii-la\y, stepfather
or stepmother, stepson or stepdaughter, stepbrother or stepsister or half-brother or half-sister. '
'Applicable Paity'm
all executive Officers of thfe'DisclOsirig 'Pkrty hsted in' Sectiori'II.B:l .a., if the '
Disciosing'Partyis'a corpora^^^
paitriisrs 6f the bisclbsm'g'Pai^
Disclosirig'Party is a-general ^ '
' |)arther'stiip; all' gOTeral partriers and liniiteVi' partrieVs of the-Disle^^^
if the Disclbsing'Partyis a-liniited
partnership; all managers, managing members and members of the Disclosing Party, if the Disclosing Party is a
limited liability company; (2) all principal officers of the Disclosing Party; and (3) any person ha^ving more than
a 7.5 percent ownership interest in the Disclosing Party. "PrincipaFoficers".meanS}the.president, chief ...
operating officer, executive director, chieffinancialofficer, treasurer or secretary of a legal .entity or any.person
exercising similar authority.
Does the Disclosing Party or any "Applicable Party" or any Spouse or Dornestic Partrier thereof currently
have a "familial relationship" with an elected city official or departmerit head?
[ ] Yes
pt] No
If yes, please identify below (1) the name and title of such person, (2) the name of the legal entity to which
such person is connected; (3) the name and title of the elected city official or department head to whom slich
person has a fanulial relationship, and (4) the precise nature of such familial relationship.
Page 13 of 13
CITY OF CHICAGO
APPENDIX B
BUILDING CODE SCOFFLAW/PROBLEM LANDLORD CERTIFICATION
This Appendix is to be completed only by (a) the Applicant, and (b) any legal entity
which has a direct ownership interest in the Applicant exceeding 7.5 percent (an "Owner").
It is not to be completed by any legal entity which has only an indirect ownership interest in
the Applicant.
1. Pursuant to Municipal Code Section 2-154-010, is the Applicant or any Owner identified as a
building code scofflaw or problem landlord pursuant to Section 2-92-416 of the Municipal
Code?
[ ]Yes
[X]No
2. If the Applicant is a legal entity publicly traded on any exchange, is any officer or director of
the Applicant identified as a building code scofflaw or problem landlord pursuant to Section
2-92-416 ofthe Municipal Code?
[ ]Yes
[ ]No
[X] Not Applicable
3. Ifyes to (1) or (2) above, please identify below the name of the person or legal entity
identified as a building code scofflaw or problem landlord and the address ofthe building or
buildings to which the pertinent cpde violations apply.
Not applicable.
FILLING OUT THIS APPENDIX B CONSTITUTES ACKNOWLEDGMENT

AND AGREEMENT THAT THIS APPENDIX B IS INCORPORATED BY
REFERENCE INTO, AND MADE A PART OF, THE ASSOCIATED EDS,
AND THAT THE REPRESENTATIONS MADE IN TIHS APPENDIX B ARE
SUBJECT TO THE CERTIFICATION MADE UNDER PENALTY OF
PERJURY ON PAGE 12 OF THE ASSOCIATED EDS.
CITY OF CHICAGO
Michael A. Marchese 1985 Trust
Check O N E ofthe following three boxes:
Indicate whether the Disclosing Party submitting this EDS is:
1. [ ] theApplicant
OR
2.
a legal entity holding a direct or indirect interest in the Applicant. State the legal name ofthe
Applicant in which the Disclosing Party holds an interest: Montrose Clarendon Partners LLC
OR
3. [ ] a legal entity with a right of control (see Section I I . B . l . ) State the legal name of the entity in
B. Business address ofthe Disclosing Party:

Norridge, IL 60706
C. Telephone: 773-625-3036
Fax:
773-625-0056
D. Name of contact person: Lawrence A. Gerlach
Email:
lgerlach@harlemjrving.com
E. Federal Employer Identification No. (if you have one): J
which this EDS pertains. (Include project number and location of properly, i f applicable):
I f the Matter is a contract being handled by the City's Department of Procurement Services, please
Specification
vor. 01-01-12
and Contract U
Page 1 of 13
recertify truthfully, tlie Disclosing Party must complete a new EDS with correct or corrected
information)
RECERTIFICATION
Application to rezone property located at 4400-4458 & 4401-4415
This recertification is being submitted i n connection witbN. clarendon Ave and for tax increment financing
[identify the Matter]. Under penalty ofperjury, the person signing below: (I) warrants that
he/she is authorized to execute this EDS recertification on behalf of the Disclosing Party, (2)
are true, accurate and complete as ofthe date fiimished to the City and continue to be true,
accurate and complete as of the date of this recertification, and (3) reaffirms its
acknowledgments.
Mictiael A. Marctiese 1985 Tnjst
Date:

By:"
(sigêre)
Print or type name of signatory:
Michael A. Marctiese
Title of signatoiy:
Trustee

County, / / y y . , ^ y ^ [state].
ys2.'A.
Notary Public.
Commission expires
"OFFICIAL SEAL"
BRIDGET L TORRES
Ver. n-01-OS
Nolary Public, S'aic of Illinois

My Commission E>:)ires 3/2-1/2018
SECTION II -- DISCLOSURE OF OWNERSHIP I N T E R E S T S

[]
[]
[]
[]
[]
[]
[3^

Person
[ ] Joint venture
Sole proprietorship
[ ] Not-for-profit coiporation
General partnership
Limited partnership
[ ] Yes
[ ] No
Trust
2.
For legal entities, the state (or foreign country) of incorporation or organization, i f applicable:
Illinois
.' '
3. For legal entities not organized in the State of Illinois: Has the organization registered to do
business in the State of Illinois as a foreign entity?
[ ] Yes
' []No'
[3^ N/A
; .
NOTE: For not-for-profit corporations, also list below all members, i f any, which are legal entities. I f
there are no such members, write "no members." For trusts, estates or other similar entities, list below
partaership or joint venture, list below the name and title of each genei-al partner, managing memher,
manager or any other person or entity that controls the day-to-day management of the Disclosing Party.
NOTE: Each legal entity listed below must submit an EDS on its own behalf.
Name
M i c h a e l A. Marchese
Title
Trustee
2. Please provide the following information concerning each person or entity having a direct or
of such an interest include shares in a corporation, partnership interest in a partnership or joint venture.
Page 2 of 13
interest of a member or manager in a limited liabihty company, or interest of a beneficiary of a trust,

Name
Biisiness Address
Michael A. Marchese
^J^Q^ ^
Percentage Hterest in the

Disclbsirig Party
Harlem Ave/ Norridge, I L 60706
S E C T I O N m - BUSINESS RELATIONSHIPS W I T H C I T Y E L E C T E D OFFICLA^LS

Has the Disclosing Party had a "business relationship," as defined in Chapter 2-156 ofthe Mimicipal
Code, with any City elected official in the 12 months before the date this EDS is sighed?
[ ] Yes
(b^No
I f yes, please identify below the name(s) o f such City elected official(s) and describe such
relationship(s):
S E C T I O N i y .- D I S C L O S U R E O F S U B C O N T R A C T O R S AND O T H ^
The Disclosing Party must disclose the name and business address of,each subeontiractof, attorney,
lobbyist, accountant, cpnsultant and-any other person or entity .whom the D
or expects to retain in coimection with the Matter,.as well as the nature of the relatioiiship; aiid the' total
amount of the fees paid or estiinated to;be paid. The Disclosing Party is not required to^d^^^
employees who are paid solely through the Disclosing Party's regular payfoll.
"Lobbyist" means any person or entity who undertakes to influence any legislative or administirative
another includes undertaking to influence any legislative or administrative action.
If the Disclosing Party is uncertain whether a disclosure is required under this Section, the
Page 3 of 13

to be retained)
Business
Address

(subcontractor, attomey,
lobbyist, etc.)


SECTION V ~ CERTIFICATION^
the City inust remain in compliance with their child support obligations throughout the contract's term.
Has any person who directly or indirectly owns 10% or rnore of fhe Disclosing Party been declared in
[]Yes
[x] No
[ ] No person directly or indhectly owns 10% or more of the

DisclosingParty.
'
If "Ycs," has the person entered into a court-approved agreement for payment of all support owisd and
is the person in compliance with that aigreement?
[ ] Yes
[]No
:,
1. Pursuant to Municipal Code Chapter 1-23, Article I ("Article I")(which the Applicant should
consult for defined terms (e.g., "doing business") and legal requirements), i f the Disclosing Party
certifies as follows: (i) neither the Applicant nor any controlling person is currently-indicted or charged
perjury, dishonesty or deceit against an officer or employee ofthe City or any sister agency, and (ii) the
Page 4 of 13
2. The Disclosing Party and, i f the Disclosing Party is a legal entity, all of those persons or entities
identified in Section I I . B . l . of this EDS:
a.
excluded from any transactions by any federal, state or local unit of govemment;
b. have not, within a five-year period preceding the date ofthis EDS, been convicted of a criminal
obtaining, attempting to obtain, or performing a pubhc (federal, state or local) transaction or
embezzlement; theft; forgery; bribery; falsification or destmction of recofds; making false
statemMts>;or receiving stolen ^^^^
: ,
.
c.
are not presently indicted for, or criminally or civilly charged,by, ,a. gpyernmental entity (federal,
state or local) with committing any of the offenses set forth in clause B.2.b.' ofthis Sectibri V ;
d. have not, within a five-year period preceding fhe date of this EDS, had one br riiore public
' 'tranisactioris (federal, state, or local) terminated for cause or default; and
e.
'
have not, within a five-year period preceding the date of this EDS, bVen cbrivicted, adjudged
guilty, or-fdunddiable in a civil proceeding,.qr iri; any^criminal or ciyiLaction, including actions
concertiirig- environmental'violatioiiSi,.instituted by the^ City; or by the federal' govemmerit, ariy''
state, or any other unit of local govemment.
3. The certifications in subparts 3, 4 and 5 concem:

'
, ,, ,
the'-Disclosirig-Party;
' ,,
,, ,
.
any "Contractor" (meaning any contractor or subcqntrac.torused.by the Disclosing Party in
connection with the Matter, including but not limited to all persons or legal entities disclosed under
Section IV, "Disclosure of Subcontractors and Other Retained Parties");
any "Affiliated Entity" (meaning a person or entity that, directly or indirectly: controls the
common control of another person or entity. Indicia of control include, withoWlifriitatibri:
"
iriteriockirig manageinent or ownership; identity of interests among family members, shared facihties
and equipmeiit; common use of employees; or organization of a busineTs~ehfity'fplIowirig't^
irieligibility of a business entity to do business with federal or state or local gdveiiiment, including
the City, using substantially the same management, ownership, or principals as the ineligible eritity);
with respect to Contiactors, the term Affiliated Entity means a person' or entity that directiy or
indirectiy-cbritfols the Coritractor, is cohtiolled by it, or, with the Contractor.-is undercommon
ariy responsible official ofthe Disclosing Parly, any Contractor or any Affiliated Entity or any
other official, agent or employee of the Disclosing Party, any Contractor or any Affihated Entity,
Page 5 of 13
Neither the Disclosing Party, nor any Contractor, nor any Affihated Entity of either fhe Disclosing Party
: or any Contiactor nor any Agents have, during the five years before the date this EDS is signed, or, with
respect to a Contractor, an Affihated Entity, or an Affiliated Entity of a Contractor during the five years
Matter:
a.
bribed or attempted to bribe, or been convicted or adjudged guilty of bribery or attempting to

bribe, apublic officer or employee ofthe City, the State oflllinois, or any agency ofthe federal
government or of any state or local government in the United States of America, in that officer's
b.
agreed or colluded with other bidders or prospective bidders, or been a party to any such
prospective bidders, in restraint offireedomof competition by agreement to bid a fixed price or
otherwise; or
c.
made an admission of such conduct described in a. or b. above that is a matter of record, but
have hot been prosecuted for such conduct; or
4. Neither the Disclosing Party, Affiliated Entity or. Contractor, or any of their employees, officials,
agents or partners, is barred from contracting with any unit of state or local government as a result of
engaging in or being convicted of (1) bid-rigging in violation of 720 ILCS 5/33E-3; (2) bid-rotatmg in
violation of 720 ILCS 5/3 3 E-4; or (3) any similar offense ofany state or of die United States o f
5. Neither the Disclosing.Party nor any Affiliated Entity is listed on any of the following lists
maintained by the Office of Foreign Assets Control of the U.S, Department ofthe Treasury or the
Debarred List.
2-55 (Legislative Inspector General), 2-56 (Inspector General) and 2-156 (Governmental Ethics) of the
Municipal Code.
7. I f the Disclosing Party is unable to certify to any of the above statements in this Part B (Further
N/A
Page 6 of 13
If the letters "NA," the word "None," or no response appears on the lines above, it will be conclusively
presurned that the Disclosing Party certified to the above statements.
8. To the best of,the Disclosing Party's knowledge after reasonable inquiry, the following is a
complete list of all current employees of the Disclosing Party who were, at any time during the 12month period preceding the execution date of this EDS, an employee, or elected or appointed official,
of the City of Chicago (if none,, indicate with "N/A" or "none").
N/A
9. To thebest ofthe Disclosing Party's knowledge after reasonable inquiry, the follo\ying is a
complete list of all gifts that.the Disclosing Party has given or^caused .to be giyen, at ,any time during the
12-ni6nth period preceding the execution .date ofthis EDS,-to an;ernplqyee,,or elected or appointed
official, ofthe City of Chicago. For purposes ofthis statement, a "gift" does not include:,(i) anything
made generally available to City employees or to the general public, or (ii) food or drink provided in the
course of official City business and having.a retail value of less than $20 per, recipient ( i f none, indicate
with "N/A" or "none"). As to any gift listed below, please,also-list;the name of the,City recipient.
N/A
C. CER'TIFlCATION OF STATUS AS FINANCIAL INSTITUTION

1.
The Disclosing Party certifies that the Disclosing Party (check one)
[ ] is
,[ ] is not
a "finaricial institution" as defined in Section 2-32-455(b) of the Municipal Code.

2.
"We are not and will not become a predatory lender as defined in Chapter 2-32 ofthe Municipal
Code._ We further pledge that none of our affiliates is, and none of theni will become, a predatory
lender as defined in Chapter 2-32 ofthe Municipal Code. We understand that becoming-a predatory
lender or becoming an affiliate of a predatory lender may result in the loss of the privilege: of doing
bu.siness with the City."
If the Disclosing Party is unable to make this pledge because it or any of its affiliates (as defined in
2-32 ofthe Municipal Code, explain here (attach additional pages i f necessary);
Page 7 of 13
I f the letters "NA," the word "None," or no response appears on the lines above, it will be
conclusively presumed thait the Disclosing Party certified to the above statements.
D. CERTIFICATION REGARDING INTEREST IN CITY BUSINESS
Any words or terms that are defined in Chapter 2-156 ofthe Municipal Code have the same
meanings when used in this Part D,
1. In accordance with Section 2-156-110 of the Municipal Code: Does any official or employee
of the City have a financial interest in his or her own name or in the name of any other person or
[]Yes
fcJNo
NOTE: I f y o u checked "Yes" to Item D . L , proceed to Items D,2. and D.3. I f y o u checked "No" to
Item D.L, proceed to Part E.
2. Unless sold pursuant to, a process of competitive bidding, or otherwise permitted, no City
elected official or employee shall have a financial interest "in his or'her ownriariaeor'iri the name of
any other;perspn or entity in the purchase of any property that (i) belongs to the Cily, or (ii) is sold
for taxes or-assessments, or (iii) is sold by virtue of legal process' at th^^suU
(collectively,
"City Property Sale"). Compensation for property talcen pursuant to ihe City's eminent domain power
does not constitute a financial interest within the meaning of this Part D .
[ ] Yes
[]No
3. I f y o u checked "Yes" to Item D.L, provide the names and business addresses of the City
officials or employees having such interest and identify the nature of such interest:
Name
Business Address
Nature o f Interest
4. The Disclosing Party further certifies that no prohibited financial interest in the Matter will
E. CERTIFICATION PvEGARDING SLAVERY ERA BUSINESS
Please check either 1. or 2. below. I f the Disclosing Party checks 2., the Disclosing Party must
Pages of 13
from slavery or slaveholder insurance policies diiring^t^^^^
(iricluding insurance policies
the Disclosing Party has found no such records.
Disclbsirig Party hag found records of investments or profits.fromi slavery or slaveholder insurance
policies. The Disclosing Party verifies that the fpllowing cpnstitutes f u l l disclosure of all such
records, including the names of any and all slaves or slaveholders described in those records:
SECTION y i , ~ q E R T I F I C A T I O N S F O R F S D E R A L L Y F D N D E D ' M A T T E R S
.5
NOTE; I f the.Matter is jfederaliy funded, cbinpiete this' Sectibn V I : I f the-Matter is not federilly
funded, proceed to.Section V i i . ôr puiposes of this Sectibii V i , 'taxCTeditsallocated-by the City- '
and proceeds of debt obligations of the City are hbt'federai f m

Disclosure Act of 1995 who have made lobbying contacts on behalf ofthe Disclosing Party with
respect to the Matter: (Add sheets if necessary):
(If no explanation appears or begins on the tines above, or i f the letters ''NA'' or i f the word"None"
person or entity to influence or attempt to influence an officer or employee of any agency, as defined by
apphcable federal law, a member of Congress, an officer or employee of Congress, or an employee of a
Page 9 of 13
which there occurs any event that materially affects the accuracy ofthe statements and information set
4. The Disclosing Party certifies that either: (i) it is not m organization described in section
501(c)(4) of the Internal Reveriue Code of 1986; or (ii) it is an organization described in section
501(c)(4) ofthe Intemal Revenue Code of 1986 but has not engaged and will not engage in "Lobbying
Activities".
5. If the Disclosing Party is the Applicant, the Disclosirig Party must obtain certifications equal in
subcontract and the Disclosirig Party must maintain all such subcontractors' certificatipns for the
duration of the Matter and must make such certifications promptly available to the City upon request.

If the Matter is federally funded, federal regulations require the Apphcant and all proposed,
negotiations.
,
'
Is the Disclosing Party fhe Applicant?

[ ] Yes
'
--
[]No

[ 3 Yes
[ ] No
2. Have you filed with the Joint Reporting Committee, the Director ofthe Office of Federal
Contract Compliance Programs, or the Equal Employment Opportunity Cornmission all reports due
[]Yes,
[]No
[ ] Yes
[ ] No
If you checked "No" to question I . or 2. above, please provide an explanation:
Page 10 of 13
SECTION V H ~ A C K N O W L E D G M E N T S , C O N T R A C T INCORPORATION,
COMPLIANCE, PENALTIES, DISCLOSURE
A. The certifications, disclosures, and "acknowledgments contained in this -EDS'will becpme part ofany
coritract or other agrefeihent between the Appiicaht and the City in connection with the Matter, whether
procurement. City assistance, or other City action, and are material inducements to the City's execution .
it must comply with all statutes, Ordiriarices, and regulatio^^
.
B. The City's Gdveirnmentjil Ethics and Campaign Financing'Ordinances, .CJhap.ters. 2Tl-56,and 2-164 of .
the Municipal Code, irripose certairi dutie's and obligations'on persons, or entities jseekiiig City contracts,
work, business, or transactions. The full text of these ordinances and a training program is available on
line at www.cityofchicaeo.org/Ethics, and may also be obtained from the City's Board of Ethics, 740 N .
with the applicable ordinances. '
' ,
'y
,.:>:
C. I f the City determines that any information provided in this EDS is false, incomplete or inaccurate, ,
any contract or other agreement in connection with, which it is submitted may be rescinded or be void or
voidable, and fhe City may pursue any remedies under the contract" or, agreement (if not rescinded or
void), at law, or in equity, including terminating the Disclosing Party's participation in thd Matter and/or
declining to allow the Disclosing Party to participate in other transactions .with the City. Remedies at
law for a false statement of material fact may include incarceration and ari award to the City of treble
damages.
D. It is the City's poUcy to make this docutrient available to the public onits-Intemet site and/prjupon
request. Some or all ofthe information provided on this EDS and any attachments to this EDS inay be
made available to the public on the Intemet, in response to a Freedom of Information Act request, or
rights or claims which it may have against the City in cbnnectibn/with the pubhc release of infprmation
contained in this EDS and also authorizes fhe City to verify the, accuracy;of any information submitted,
in this EDS.
..
.: " .
. . / ,,
Party must supplement this EDS up to the time" the City takes action on the Matter. I f the Matter is a
contract being handled by the City's Department of Procurement Services^ the Disclosing Party must
update this EDS as the contract requires. N O T E : With respect to Matters subject to Article I of
Chapter 1-23 of tiie Municipal Code (imposing PERMANENT I N E L I G I B I L I T Y for certam specified
The Disclosing Party represents and warrants that:
Page I I of 13
F . l . The Disclosing Party is not delinquent in the payment of any tax administered by the Illinois
F.2
I f the Disclosing Party is the Apphcant, the Disclosing Party and its Affiliated Entities will not
use, nor pennit their subcontractors to use, ariy facility listed hy the U.S. E.P.A. on the federal Excluded
F.3
I f the Disclosing Party is the Applicant, the Disclbsing Party will obtain from any
contractors/subcontractors hired or to be hired in connection with the Matter certifications .equal in;,
form and substance to those in F . l . and F.2. above and will not, without the prior written consent ofthe
City, use any such contractor/subcoritractor that does not provide such certifications or that the
Disclosing Party has reason to believe has nPt provided or cannot'provide truthful certifications.
NOTE: I f the Disclosing Party cannot certify as to any of the items in F. 1., F,2, or F.3. above, ari
CERTIFICATION
Under penalty of perjury, the person signing below; (1) warrants tha^^
to execute
thisEDS and Appendix A (if applicable) onbehalf of the: Disclosing Party, and (2) warrants that all,
certifications and statements contained iri this EDS and Appendix A (if applicable) are tme, accurate
and complete as of the date furnished to the CityJ
Michael A. Marchese 1985 Trust
'
(Print or type name p,

By
Michael A. Marchese
Trustee
(Print or type title ofperson signing)

at Cook
(state).
f?
^^Sf^^ j j r ^ \ s i r \ \ j ^
Commission expires:
^-z:i^-)VZ
Notary Public.
Id?."}^
Page 12 of 13
OFFICIALSEAL
THERESA LCALDERiSi
NOTARY PUBLIC -STATEOF lUNOS
MY COMMISSION EXPES:12rt4/15
CITY OF CHICAGO
APPENDIX A
FAMILIAL RELATIONSHIPS W I T H ELECTED CITY OFFICIALS AND DEPARTMENT HEADS
ownership interiest in the Applicant exceeding;7i5 percciit. I t i s not to be cqmpleted,by any legal entity
which'hks only'Ian-indirect ownershipjinterest in the AppUcan^^^^
,, ' .
Under Municipal Code Section 2-154-015, the Disclpsing Party must d^^^^
whether such Disclosing Party
signed, the Disclosing Party or. any "Applicable Party" or any Spouse or Domestic Partner thereof is related to
the mayor, any alderman, the city clerk, the city treasurer oi: any city depaitment'head as spouse or domestic
partner or as any ofthe following, whether by blood or adoption: parent, child, bfofherorsisteri aimt or imcle,
niece or nephew, grandparent, grandchild, father-in-law, mother-in-law, son-in-law, daughter-in-law, stepfather
or stepmother, stepson or stepdaughter, stepbrother or stepsister or half-brother or half-sister.,
; ,; ;
"Apphcable Party''riiearis(1) all executiveiofScefs. of the.-Disclosing JJarty listqd in S.ection II.B. 1 .a., i f the
Disclosuig Paftyas- a cdiporation; all partners;of thejDisclosingiParty, i f the pisclosing,P^[1y is a general.
partnership; all^gerieral partners arid limited partners pf the Disclpsing Party,îf the Disclosing P a ^
a limited
partaership; all managers, managing members and members pfithejDisclpsing Party, i f the Disclosing Party is a
hmited habihty company; (2) all principal officers ofthe Disclositig Party; aind (3) any persbn haviiig riiore than
a 7.5 percent ownership interest in the Disclosing Party. "Principal, officers" nieans the president, chief
operating officer, executive director, chief financial officer, treasurer or secretary of a legal eritity or ariy persori
exercisiag siriiilar authority.
Does the Disclosing Party or any "Apphcable Party" or any. Spouse or Domestic Paitner, thereof currentiy
have a "familial relationship" with an elected city official or department head?
[ ]Yes
[x]No
Ifyes, please identify below (1) the name and title of such person, (2) the riame of the legal entity to which
such person is connected; (3) the name and titie of the elected city official or department head to whom such
person has a famihal relationship, and (4) the precise nature of such famihal relationship.
Page 13 of 13
CITY OF CHICAGO
APPENDIX B
the Applicant.
Code?
[ ]Yes
[X]No
2-92-416 of the Municipal Code?
[ ]Yes
[ ]"No
[ x i Not Applicable
If yes to (1) or (2) above, please identify below the name of the persbn or legal entity
identified as a building code scofflaw or problem landlord and the address of the building or
buildings to which the pertinent code violations apply.

AND THAT THE REPRESENTATIONS MADE I N THIS APPENDIX B ARE
recertify tmthfiilly, the Disclosing Party must complete a new EDS with correct or corrected
information)
RECERTIFICATION
Application fo rezone property located at 4400-4458 & 4401-4415
This recertification is being submitted i n coimection withN. clarendon Ave and for tax increment financing
[identify the Matter]. Under penalty of perjury, the person signing below: (1) warrants that
he/she is authorized to execute this EDS recertification on behalf Of the Disclosing Party, (2)
are tiue, accurate and complete as of the datefiunishedto, the City and continue to be tme,
accurate and complete as ofthe date of this recertification, and (3) reaffirms its
acknowledgments.
Michael A. Marchese Primary Trust
..
Date"-
/ "
- 7 ^ ^

Mictiael A. Marctiese
Title of signatoty:
Tmstee

-.by.
ÛCMmc7. J,. i ^ f ^ y , ^ at
(Z^Jl^
County, / ^ . / ^ i ^ i ^ t ^ [state].
'7>)/lc.^
Notary Public.
1^
Commission expires:
^/-^
"
\
I
Vcr. 11-01-05
<
\
"OFFICIAL SEAL"
BRIDGET E TORRES
Nolar/ Public, Slate of Illinois
My CornniissicnE)cpires3^
CITY OF CHICAGO
SECTION I - G E N E R A L INFORMATION
Michael A. Marchese Primary Trust
Check ONE of the.fqllowing,threc boxes:
1. [ ] the Applicant
; .
,
OR' ' "
. .;
2. [X] a legal entity hbldirig a direct or iridirect ihterest i n the Applidant. State the legal riarrie of the
Applicant in which the "Disclosing Party holds an ihterest: Mbhtrbse Giarendoti Partners LLC
OR
3. [ ] a legal entity with a right of conlrol (see Section I I . B . l . ) State the legal name of the entity in

'

Norridge, IL 60706
C. Telephone: 773-625-3036
Fax:
773-625-0056
Email:
lgeriach@hai-lemirving.com
D. Name of contact person: Lawrence A. Gerlach ,

P. Brief description of contracl, transaction or other undertaking (referred to below as the "Matter") to
which this EDS pertains. (Include project number and location of property, i f applicable):
If the Matter is a contract being handled by the City's Departmerit of Pfocureini^rit Services, please
Specification #
Ver. 01-01-12
and Contract #
Page 1 of 13
SECTION H - D I S C L O S U R E O F OWNERSHIP I N T E R E S T S
[]
[]
[]
[]
[]
[ ]
[3^

Person
[ ] Limited liabihty company
[ ] Joint venture
Sole projprietorship
General partnership
Limited partnership
[]Yes
[ ] No
Tmst
2. For legal entities, the state (or foreign country) of incorporation or organization, i f applicable:
Illinois
[JYes
[]No
[3^ N/A

I . List below the f u l l names and titles of all executive officers and all directors ofthe entity.
NOTE : For not-for-profit corporations, a.lso list below all members, i f any, which are legal entities. I f
there are no such members, "write "no members." For tmsts, estates or other similar entities, list below
partnership or joint .venture, Hst below the name and title of each general partner, managing member,
manager or any other person or entity that controls fhe day-to-day management ofthe Disclbsing Party.
Name
Michael A. Marchese
Title
trustee
of such an interest include shares in a corporation, partnership interest in a partnership or joint venmrc.
Page 2 of 13
interest of a member or manager in a limited liabihty company, or interest of a beneficiary of a tmstj

estate or other similar entity. I f none, state "None." NOTE: Pursuant to Section 2-154-030 of the
Municipal Code of Chicago ("Municipal Code"), the City ma;y requhe any such additional information
Name
Busiriess Address
Percentage Interest in the

DisclosingParty
Michael A. Marchese
4-^04 N. Harlem Ave, Norridge, I L 60706
R e g i n a Marchese
4164 N. Harlem Ave, Norridge, I L 6O7O6
Giovanna Marchese
4104 N . Harlem Ave, Norridge, I L 60706
S E C T I O N m ~ BUSINESS R E L A T I O N S H I P S W I T H C I T Y E L E C T E D O F F I C I A L S
Code, with any City elected official in the 12 months before the date this EDS is signed?
[ ] Yes
[3^ No
Ifyes, please identify below the name(s) of such City elected official(s) and describe such.
relationship(s):
S E C T I O N IV - P I S G L O S U R E OF S U B C O N T R A C T b R S AND O T H E R R E T A I N E D P A R T I E S
The Disclosing Party must disclose the name and business address of each subcontractor, attorney,
lobbyist, accouiitant, consultant and any other person or entity whom the Disclosirig Party has retained
or expects tp retain in coimection with the Matter, as well as the riature of the relationship, a;nd the total
amount ofthe fees paid or estiriiated to be pa,id. The Disclosing Party is hot required to disclose
employees who are paid solely through the Disclosing Party's regiilar payroll.
Page 3 of 13

to be retained)
Business
Address
Relationship to Disclosing Party Fees (indicate whether

lobbyist, etc.)

SECTION V - C E R T I F I C A T I O N S
Under Municipal Code Section 2-^2-415, substantial owners of business entities that contract with
the City must remain in compliance with their child support obligations throughout the contract's term.
Has any person who directly or indirectly owns 10% orriaoreof the Disclosing Party been declared in
arrearage on any child support obhgations by any Ilhnois court of competerit jurisdiction?
[ ] Yes
[3^ No
[ ] No person directly or indirectly owns 10% or more of the

DisclosingParty.
I f "Yes,".has the perspn entered into a court-approved agreement for payment o f all support owed and
is the person in compliarice with that agreement?
[ ] Yes
[]No
1. Pursuant to Municipal Code Chapter 1-23,. Article I ("Article r')(which the Applicant should
consult for defined terms (e.g., "doing business") and legal requirements), i f the Disclosing Party
submitting this EDS is the Apphcant and is doing business with the City, then the Disclosing Party
perjury, dishonesty or deceit against an officer or employee of the City or any sister agency; and (ii) the
Applicant understands and acknowledges that compliance with Article I is a continuing requhement for
Page 4 of 13
a.
b. have not, within a five-year period preceding the date of this EDS, been convicted of a criminal
embezzlement; theft; forgery; bribery; falsification or destmction of record's; maikiri'g false'
statements; ;pr receiving stolen property;
. _
c.
are not presently indicted for, or criminally or civilly charged by, a govemmental entity (federal,
state or local) with committing any ofthe offenses set forth iri'claiiiê B'.2.b.'of this Section V ;
d. have not, within a five-year period preceding the date ofthis Et)S, had ohe'dfriioirei public
.tiansactionsXfederal,.state or local) .teminated for ,ca^
e.
have not, within a five-year period preceding the date of this EDS, been corivictbd, adjudged
guiltyi,.or;f03and-liable in a civil proceeding, or, in any criminal pr civil action, including actions
concerning enyironmental violations, instituted by the City or by "the' fedef a! goverrirrierit, any
3. The certifications in subparts 3,4 and 5 concern:,

the DisclosingParty;;,
.<
any "Contractof (meaning any contractor or subcontractor used by the Disclosing Party in
coimection with the Matter, including but not limited to all persons of legal entities disclosed under
interlocking management pr ownership; identity of interests ainong family members, shared facilities
and equipment; common use of .employees; or organization of a busiriess entity following the
ineligibility of a business entity to do business with federal or state or local gbvemmisnt, including
with respect to Contractors, the term Affiliated Entity means a- person or eritity that directly or
indirectly controls the Contractor, is controlled by it, or, with the Contractor, is urider common
any, responsible official of the Disclosing Party, any Contractor or any Affiliated Entity or any
other official, agent or employee of the Disclosing Party, any Contractor or any Affihated Eritity,
Contractor or any Affiliated Eritity (collectively "Agents").
Page 5 of 13
Neither the Disclosing Party, nor any Contractor, nor any Affiliated Entity of either the Disclosing Party
respect to a Contractor, an Affiliated Entity, or an Affiliated Entity of a Contractor during the five years
before the date of such Contractor's or Affiliated Entity's contract or engagement in connection with fhe
Matter:
a.

bribe, a public officer or employee ofthe Cityj the State oflllinois, or any agency of the federal
govemment or of any state or local government in the United States of America, in that officer's
b.
otherwise; or
c.
4. Neither the Disclosing Party, Affiliated Entity or Coritiactor, or any of their employees, officials,
agents or paitners, is barred from contracting with any unit o f state oTlbcar go v^^
engaging in or being convicted of (1) bid-rigging in violation of 720 ILCS 5/33E-3; (2) bid-rotating in
violation of 720 ILCS 5/33E-4; or (3) any shnilar offense of any state or of the United States of
maintained by the Office of Foreign Assets Control of the U.S. Department ofthe Treasiiry or the
Bureau of Industry and Security o f the U.S. Department of Commerce or their successors: the Specially
Debarred List.
Municipal Code.
N/A
Page 6 of 13
presumed that the Disclosing Party certified to the above statements.
8. To the best of the Disclosing Party's knowledge after reasonable inquiry, the following is a
complete hst of all current employees of the Disclosing Party who were, at any time during the 12month p'eriod precedirig the execution date of this EDS, an employee, or elected or appointed official,
of the City of Chicago (if none, indicate with "N/A" or "riorie"),
N/A
' '
'
-
9. To the best of the Disclosing jPartiy'slriiowIedge after reasonable inquiry; the following, is a
complete list of all gifts that the E)iscloîng Party has giveri'df caused^to be given, at any time during the
12-month period preceding the execution date of this EDS, to an employee, or electedôr appointed
official, ofthe City of Chicago. For purposes of this statement, a "gift" does not include: (i) anything
made generally available tb City ;rriplbyees or to the gerieral public, or (ii) food or drink provided in the
course of official City business and having a retail value of less than $20 per recipient .(if none,,iridicate
with "N/A" or "none"). As to any gift listed below, please also list the name of the City recipient.
WO'-)
C. CERTIFiCATION OF STATUS AS FINANCIAL INSTITUTION

1.
The Disclosing Party c'eitifies that the Disclb
[ ] is
[3^ is not ' '
a "financial institution''as defined in Section 2-32-455(b) of the Municipal Code.

2.
" We are npt and will not becoriie a prediatory lender as defined in Chapter 2-32 of the Municipal
Code. We further pledge that rioiie of bur affihates is,"and none of-them will become^ a-prcdatory lender as defined in Chapter 2-32 of the Municipal Code. We understand that becoming a predatory
business with the City:"
Section 2-32-455(b) ofthe Municipal Code) is a predatory lender within the meaning of Chapter
2-32 of the Municipal Code, explain here (attach additional pages i f necessary):
Page 7 of 13
Any vôrds or terms that are defined in Chapter 2-156 ofthe Municipal Code have the same
1. In accordance with Section 2-156-110 of the Municipal Code: Does any official or employee
of the City have a financial interest in his or her own name or in the name of any other person or
[ ] Yes
^ ] No
NOTE: I f y o u checked "Yes" to Item D.L, proceed to Items D.2. and D.3. I f y o u checked "No" to
Item D.L, proceed to Part E.
2. Unless sold pursuant to a process of competitive bidding, or otherwise permitted, no City
elected official or employee shall have a financial interest in his or her own name or in the name of
any other person or entity in the purchase of any property that (i) belongs to the City, or (ii) is sold
for taxes or assessments, or (iii) is sold by virtue of legal process at the suit of fhe City (collectively,
"City Property Sale"), Compensation for property taken pursuant to the City's eminent domain power
does not constitute a financial interest within the meaning ofthis Part D.
[]Yes -
[]No
3. I f you checked "Yes" to Item D.L, provide the names and business addresses of the City
officials of employees having such interest and identify the nature of such interest:
Name
Business Address
Nature of Interest
B. CERTIFICATION REGARDING SLAVERY ERA BUSINESS
Page 8 of 13
X 1. The Disclosing Party verifies that the Disclosing Party has searched any and all records o f
from slavery or slaveholder insurance policies during the slavery era (including insurance policies
2, The Disclosing Party verifies that, as a result of conducting the search in step 1 above, the
Disclosing Party has found records of investments or profits from slavery or slaveholder insurance
policies. The Disclosing Party verifies that the following constitutes full disclosuire of all such
S E C T I O N y i - C E R T I F I C A T I O N S F O R F E D E R A L L Y FUNDED M A T T E R S
NOTE: I f the Matter is federaUy funded, complete this Section V I . I f the Matter is not federally
funded, proceed to Section V n . For purposes of this Section V I , tax credits allocated by the City
and proceeds of debt obligations of the City are not federalfunding.
Disclosure Act of 1995 who have made lobbying contacts on behalf of the Disclosing Party with"
(If no explanation appears or begins on the lines above, or i f the letters "NA" or i f the word "None"
Disciosing Party with respect to the Matter.)
2. The Disclosing Party has not spent and w i l l not expend any federally appropriated funds to pay
Page 9 of 13
which there occiirs any event that materially affects the accuracy of the statements and information set
4. The Disclosing Party certifies that either: (i) it is not an organizalion described in section
501(c)(4) of the Internal Revenue Code of 1986; or (ii) it is an organization described in section
501 (c)(4) of the Intemal Reveriue Code of 1986 but has not engaged, and will not engage in "Lobbying
Activities".
5. If the Disclosing Party is the Applicant, the Disclosing Party must obtain certifications equal in
form and substance to paragraphs A.L through A.4. above from all subcontractors before it awards any
subcontract and the Disclosing Party, must maintain, all such subcontractors' certifications for the

If the Matter is federally funded, federal regulations require the Applicant and all proposed
subcontractors to submit the following information with their bids or iri writing at the outset of
negotiations.
[ ] Yes
' : []No
; "

[]Yes
[]No.
2. Have you filed with the Joint Reporting Committee, the Director ,of the Office of Federal
Contra:ct Compliance Programs, or the Equal Employment Oppormnity Commission all reports due
[]Yes
[]No
[ ] Ycs
[ ] No
Ifyou checked "No" to question 1. or 2. above, please provide an explanation:
Page 10 of 13
SECTION V I I - ACKNOWLEDGMENTS, CONTRACT INCORPORATION,

A. The certificatibns, disclosures, and acknowledgments contained in this EDS will becorge partvof iany
contiract'or other agreeinent between the Applicant and the City in contnection.with- the Matter,-whether
procurement. City assistance, or other City action, and are material inducements to the City's eJtecutipii
ofany contract or taking other action with respect to the Matter. The Disclosing Party understands that
it must cbmply witii alPstahite^^
B. The Gity'^'Gbvefriihential Ethics and Caiihipaign Fihancmg Oirdinances, Chapters 2-156 arid 2rl64 p f
the Municipal Code, ihipose 'certairi duties arid obligations On'persoris or.entities seeking City contraclSj
line at www.cityofchicago.org/Ethics, and may also be obtained from the City's Board of Ethics, 740 N .
with the applicable brdiriancesh'
- '
C. I f the City determines that any information provided in this EDS is false, incomplete or inaccurate,
any contract or other agreement in connection with which it is submitted may be rescinded or be void or
voidable, and the City may pursue any remedies under the contract<OF agreement (if not rescinded or i
void), at law, or in equity, including terminating the Disclosing Party's participation in the Matter and/or
declining to allovv the Disclosing Party to participate in other transactions with the City. Remedies at
law for a false statement of material fact may include incarceration and an award to the City of treble
damages.
. -r
,
D. It is the City's policy to iriake this document available to the public on its Intemet site and/pr upon
request. Some or all ofthe information provided on this EDS and any attachments to this; EDS maybe
made available to fhe public on the Intemet, in response to a Freedom of Information Act request, or
otherw.ise. By completing and signing this EDS, the Disclosing Party waives and releases any possible
rights br claims which it may have against the City in coririe^^^
the'public release-pf, information
contained in this EDS'and also authorizes the City to verify the accuracy of any information submitted
in this EDS.
"
-----.E. The information provided in this EDS must be kept currenl. In the event of changes, the Disclosing
Party must suppleriierit this 'EDS up to the time the City takes action-on the Matter. I f the Matter is a
contract being handled by the City's Department of Procurement Services, the Disclosing, Party must
update this EDS as the contract requires. NOTE: With respect to Matters subject to Article I of
Chapter 1-23 ofthe Municipal Code (imposing PERMANENT I N E L I G I B I L I T Y for certam specified
as required by Chapter 1-23 and Section 2-154-020 of the Municipal Code.
Page 11 of 13
F.l.
The Disclosing Party is not,delinquent in the payment of any tax administered by the Illinois
Department of Revenue, nor are the Disclosing Party Or its Affihated Entities delinquent in paying any
F.2 I f the.Disclosing Party is the Applicant, the Disclosing Party and its Affiliated Entities \yill not
use, nor permit their subcontractors to use, any facility listed by the U.S. E.P.A. on the federal Excluded
F.3 ' If 'the Disclbsing Party is the Applicant, the Disclosing Party will obtain from any- t ,
;
contractors/subcontractors hired or to be hired in connection with the Matter certifications equal in
fonn and substance to,those in F . l . and F,2. above and will not, without the prior written consent ofthe
City, use any such contractor/sub contractor that does not pirovide such certifications or that the
Disclosing Party has reason to believe has not provided or cannot provide tmthful certifications.
NOTE; I f the Disclosing Party cannot certify as to any of the items in F. 1., F.2. pr F.3 . above, ari
_
CERTIFICATION
Under perialty of perjury, the person signing below: ( I ) warrants that he/she isjauthorized to execute
this EDS;and Appendix'A (if kppUcable) on behalf of the Disclosing Party, and (2) warrants that all
certifications arid statements contained in this EDS and Appendix A ( i f applicable) are tme, accuratd
Michael A. Matchese .Primary Trust

(Print or type name ofBisclosing Party)
Michael A. Marchese
Trustee
(Print or type titie of person signing)

at Cook
^-^0^^-^h>
(state).
Notaty Public.
Commission expires:
OFFICIALSEAL
THERESA LCALDERISI
NOTARY PUBUC - STATE Of UiWOtS
MV COt*SSI0N EW>ES:12rt4rt5
Tmmmmm^ " * - - ' - r - - | - | n f l A r L a a V
)^L^)^"^b
Page 12 of 13
CITYOFCHICAGO
ECONOMIC DISCLOSURE STATEMEINT AND AFFIDAVIT
APPENDIX A
FAMILIAL RELATIOiSfSHIPS WITH ELECTED CITY OFFICIALS AND DEPARTMENT HEADS
This Appendix is to be completed only by (a) the Apphcant, and (b) any legal entity which has a direct
ownership interest in:the Applicant exceeding 7.5 percent., It is not to be completed by any,Iegal entity
which has only an indijTcct ownership interest Ul the, Apphcant
i,^.,,
UnderjMunicipal Go^^
2-,154-0i5, thepiscbsing Party m^
whetiier such Disclosing Party
or any "Applicable Pai^/ or any; Spouse,or Dpniestic Partaer
cuirehtly has a "famihal rela&
any elected city official or department head. A "famihal reiatidhshif)" exists if, as of the date this EBiS is"
signed, the Disclosing Party pr any "App|Iicable Party" or any Spouse or Domestic Partner thereof is related to
the mayor, any aldennan,"the city cleVk, the'city heasurer or'any'city^
of'ddiriestic' '
partner or as any of the following, whether by blood or adoption: parerit^ childv^^brother br 'sister.'aunt or uncle,
or stepmother, stepson or stepdaughter, stepbrother or stepsister or half-brother or half-sisterJi ' , ; r* : ? '
"Applicable'Party'Jimeans (1) aU executive officers of theDisclosing Party listed in Section II;B. La., i.f the
Disclosuig Paity.is'a'pprporatipn;,aU.partne^^ the Disclqsing,Earty,,if the Disclosing;?^
.
partnership; :dl .generalipartners, and limitedrpaitners of the Disclosmg Party, i f the lîsclpsihg.Paityr is a hmited
partnership; all managers, managing members and members ofthe Disclpsmg Party, i f the Disclbsing Pjuty is a
limited habihty company; (2) all principal officers of the Disclosing Party; arid (3) any person having more than
a 7.5 percent ownership interest in the Disclosing Party. "Principal pfficers".meaus the,presiden^.cM^ ,
operating officer, executive director, chief financial officer, heasurer or secretary of a legalehtity or aiiy pereon
' ,"
'
Does the Disclosing Party or any "Apphcable Party" or any Spouse or Domesti&Paitrier thereof:e
have a "femilial relationship" with an elected city official or department head?
[ ]Yes
pjNo
such person is connected; (3) the name and title of the elected cily official or department head to whom such
person has a familial relationship, and (4) the precise nature of such familial relationship.
Page 13 of 13
CITY OF CHICAGO
APPENDDCB
the Applicant.
Code?
' [ ]Yes
[X]No
[ ]Yes
[ ]No
[ x ] Not Applicable
If yes to (1) or (2) above, please identify below the name ofthe person or legal entity

AND AGREEMENT THAT TIHS APPENDIX B IS INCORPORATED BY
REFERENCE INTO, Af^D MADE A PART OF, THE ASSOCIATED EDS,
AND THAT THE REPRESENTATIONS MADE IN THIS APPENDIX B ARE
SUBJECT TO THE CERTIFICATION MADE UNDER PENAI.TY OF
recertify your EDS prior lo submission to City Council or on the date of closing. If unable to
recertify truthfiilly, the Disclosing Party must complete a new EDS with correct or corrected
information)
RECERTIFICATION
Application to rezone property located at 4400-4458 & 4401-4415
This recertification is being submitted i n connection withN. Clarendon Ave and for tax increment financing
[identify the Matter]. Under penalty of perjuty, the person signing below: (1) warrants that
he/she is authorized to execute this EDS recertification on behalf of the Disclosing Party, (2)
are tme, accurate and complete as of the date fumished to the City and continue to be tme,
accurate and complete as ofthe date ofthis recertification, and (3) reaffirms its
acknowledgments.
The Hariem Irving Companies. Inc.
Date:
(Print of type legal name Of DisclosingParty)
(sign here)
Print or type name of signatoty:
Lawrence A. Gerlach
Title of signatoty:
Vice President

l A v y m ^ J^-- ^ i / y f e ' A - - . at __CcdL.
,by
County,
Notaty Public.
Commission expires:
Ver. 11-01-05
^jlj-t j/ ^
[state].
C I T Y OF C H I C A G O
E C O N O M I C DISCLOSURE S T A T E M E N T
AND AFFIDAVIT
S E C T I O N I -- G E N E R A L INFORMATION
A. Legal name of the Disclosing Party submitting this EDS. Include d/b/a/ i f applicable:
The Harlem lrvinR:Confipanies.,lnc. - .
Check ONE of the following three boxes:

Indicate whether the Disclosing Party subinitting this EDS is: .
>
,.
1. [ ] the AppHd'anV ' " ' ' '
' ' '
!
OR "' "' '
..
y
.
2. [x] a legal entity holding a direct or indirect interest in the Applicant. ' State the legal name of the
Applicant in which the Disclosing Party holds an interest: Montrose ClarendotS'part'ners LLC
OR
3. [ ] a legal entity with a right of control (see Section II.B.l.) State the legal name of the entity in
.which the_Disclosing_Partv holds a right of control:
B. Business address of the Disclosing Party;

Jilprridgfc IL6Q706
C. Telephone: 773-625-3036
Fax:
773-625-0Q56
Email:
Igerlach^harlemirvlnp.com
D. Name of contact person: lawrence A. Gerlach

F. Brief description of contract, transaction or otherundertaking (referred to below as the "Matter") to
which' this EDS pertains. (Include project number and location ofproperty, i f applicable):
Application to rezone property located at 4400-4458 & 4401-4415 N. Claredon Aye and for tax increment financing
If the Matter is a contract being handled by the City's Department of Procurement Services, please
Specification #
Vcr. 01-01-12
and Contract #
Page ] of 13
SECTION II - DISCLOSURE O F OWNERSHIP INTERESTS

[ ] Limited hability company
[ ] Person
[ ] Publicly registered business corporation
[ ] Joint venture
[x] Privately held business corporation
[ ] Sole proprietorship
[ ] Not-for-profit corporatipn
[ ] General partaership
[ ] Limited partnership
[jYes
[]No
[ ] Tmst
2. For legal entities, the state (or foreign country) of incorporation or organization, i f applicable:
Illinois
3. For legal entities not organized in the State of Illinois; Has the organization registered to do
[ ] Yes-
[]No
[3^ N/A

NOTE: For.notrfpr-profit corporations, also list below all members, i f any, which are legal entities. I f
there are no such members,, write "no members." For tmsts, estates or other similar entities, list below
partnership or joint venture, listbelow the name and title of each general partner, managing member,
manager or any other person or entity that controls the day-to-day nianagemerit ofthe Disclosing Party.
Name
Titie
See Attached
2. Please provide the following information conceming each person or entity having a direct or
Page 2 of 13
interest of a member or manager in a limited liability company, or interest of a beneficiary of a tmst, ,

estate or other similar entity. I f none, state "None." NOTE: Pursuant to Section 2-154-030 ofthe
Municipal Code of Chicago ("Municipal Code"), the City may require any such additional infonnation
Name
Business Address
M i c h a e l A . Marchese P r i m a r y T r u s t
M i c h a e l A. Marchese 1985 T r u s t
Michael A. Marchese Special Trust

DisclosingParty
, 4104 N . Harlem Ave, N o r r i d g e , I L 6O7O6

4104 N . H a r l e m Ave, N o r r i d g e , I L 60706
,4104 N. Hariem Ave, Norridge, IL 60706
SECTION I I I -BUSINESS R E L A T I O N SHIPS, W I T H C I T Y E L E C T E D O F F I C I A L S

[ ] Yes
No
I f yes, please identify belbw theriame(s)76fsuch City elected official(s) and describe such
relationship(s):
S E C T I O N I V ~ DISCLOSUItE O F S t l B C O N t R A C T O R S AND O T H E R R E T A I N E I ) P A R T I E S
The .Disclosing Party must disclose the name and business address of each subcontractor, attomey;
lobbyist, accountant, consultant and any other person or entity whom the Disclosing Party has retained
orexpectsto retam in connection with the Matter, as well as the nature of the relatioriship, and the total
amount of the fees paid or estimated to be paid. The Disclosing Party is riot required to disclose
employees who are paid solely through the Diisclosing Party's regular'payrbll.
"Lobbyist" means any person or entity"who undertakes to influence any legislative or administrative
himself. "Lobbyisf'-also means any person or entity any part of whose duties as an employee of
another includes undertaking to influence any legislative or adininistrative action.
I f the Disclosing Party is uncertain whether a disclosure is required under this Section, the
Disclosing Party must cither ask the City whether disclosure is required or make the disclosure.
Page 3 of :3

to be retained)

(subcontractor, attomey,
lobbyist, etc.)
Business
Address

paid or estimated.) NOTE:

[x] Check here i f the Disclosing Party has not retained, nor expects to retain, any such persoris or entities.
SECTION V - CERTIFICATIONS
Has any person who directly or indirectly owns 10% or more of the Disclosirig PaEy beS^
arrearage on any child support obligations by any Illinois court o f competerit jurisdiction?
[]Yes
^ ] No
iri
[ ] No person dhectly or indirectly owns 10% or more of the

DisclosingParty.
[]Yes
[]No
1. Pursuant to Municipal Code Chapter 1 -23, Article I ("Article r')(which the Applicant should
consult for defined terms (e.g., "doing business") and legal requirements), i f l h e Disclosing Party
submitting this EDS is the Applicant and is doing business with the City, then the Disclosirig Party
certifies as follows: (i) neither the Applicant nor any controlling perspn is currently indicted or charged
with, pr has admitted guilt of, or has ever been convicted of, or placed under supervision for, any
criminal offense involving acmal, attempted, or conspiracy to commit bribery, theft,firaud,forgery,
perjuty, dishonesty or deceit against an officer or employee of the City or any sister agency; and (ii) the
Applicant understands and acknowledges that compliance with Arti'cle I is a continuing requirement for
Page 4 of 13
2. The Disclosirig Party and, i f the Disclosing Party is a legal entity, all of those persons or entities
a.
b.
have not, within a five-year period preceding the date of this EDS, been convicted of a criminal
contract imder a public transaction; a violation of federal or state antitmst statutes; fraud;
embezzlement; theft; forgery; bribery; falsification or destmction of records; makirig false
statements;.or receiving stolen property;
c.
are not presently indicted for, or criminally or civilly charged by, a gpvernmental entity (federal,
state or local) with committing any of the offenses set forth" in clause B .2.b:'of this Section-V;
d.
, ,
have not, within a five-year period preceding the date of this EDS, had one or more public
transactions (federal, .state or locaO t e m
e. have not, within a five-year period precbdiog the date ofthis EDS, be;en convicted, adjudged
- -.-guilty,-or found.liable-in a-ciYil,prp-cee.ding, _or_in any,criminal or ciyil action, including actions
conceming environmental violations, instihited by the C i ^ or by the federal gbverriiheht, any
.;{;''..>
3.
'
The certifications in subparts 3, 4 and 5 concern:
' ' th.e Disclpsing Party;

,,
any "Contractor" (meaning any contractor or subcontractor used by the'Disclosing Party in'-
connection with the Matter, including but not hmited to all persons or legal entities disclosed under
any "Affiliated Entity" (meaning a person or entity that, directly or indirectly: contiols the
common contiol of another person or entity. Indicia of control include, without liniiratibn:
interlocking management or ownership; identity of interests among family members, shzured facilities
and equipment;-common use of employees; or orgariizatiori'of a business entity'folio wing the
ineligibility of a business entity to dp business with federal or state or local government, includingthe City, using substantially the same management, ownership, or principals as the irieligible entity);
with respect to Contractors, the teriri Affiliated Entity means a person or entity tiiat directly or
indirectly Controls the Contractor, is controlled by it, or, with the Contiactor^ is under common- - contiol of another person or entity;
other official, agent or employee of the Disclosing Party, any Coritractor or any Affiliated Entity,
Contractor or any Affihated Entity (collectively "Agents").
Page 5 of 13
Neitiier the Disclosmg Party, nor any Contiactor, nor any Affihated Entity of either the Disclosing Party
,or any Contractor nor any Agents have, during.the,five years before the date this EDS is signed, or, with
respect to a Contractor, an Affihated Entity, or an Affiliated Entity o f a Contractor durmg the five years
before the date of such Contiactor's or Affiliated Entity's contract or engagement in connection with the
Matter:
a.
bribed or atteriipted to bribe, or been convicted or adjudged ,guilty of bribery or attempting to

bribe, a pubhc officer or employee of the City, the State of Illinois, or any agency ofthe federal
govemment or of any state or local govemment in the United States of America, in that officer's
prospective bidders, in restiaint of freedom of competition by agreement to bid a fixed price or
otheirwise; or
.
c.
. ^
4. Neither the Disclosing Party,_Affiliated Entity or Contractor, or any of their employees, officials,
engaging in or being convicted of (l)bid-rigging'in violation of 720 ILCS 5/33E-3; (2) bid-rotating in
violation of 720 ILCS 5/33E-4; or (3) any similar offense of any state or of the United States of
America that contains the same elements as,the offense of bid:rigging or bid-rotating.
mamtained by the Office of Foreign Assets Control of fhe U.S. Department of the Treasury or the
Debarred List. 6. The Disclosing Party understands arid shall comply with the applicable requirements of Chapters
2-55 (Legislative Inspector General), 2-56 (Inspector General) and 2-156 (Govemmental Ethics) of the
Municipal Code.
,
)
N/A
Page 6 of 13
complete list of all current employees ofthe Disclosing Party who were, at any time during the 12month period precedirijg the execution date of this EDS, ari employee, or elected or appointed official,
of the City of Chicago (ifriorie,indicate with "N/A" or "nOne").
9. To the best of the D'isclosing Party's kriowled^ge after reasonable inquiry,, the folloAving is a
completd hst of all gifts that the' Disclosirig Party has given or caused to^be,'gi\^~atan^^^^
12-month period preceding the execution date ofthis EDS, to an employee, or elected or appointed
officiaj, pf the City of Chicago. For purposes ofthis statement, a "gift" does not include; (i) anything
made generally available to City emplbyees or to the general pubhc, or (ii)-food ,pr drink pro^^^^^^ in the
course of official City business and having a retail Value of less than $20.per recipient ( i f none, indicate
with "N/A" or "none"). As to any gift hsted below, please also list the name ofthe City recipient.
C. CERTIFICATION 01'STATU^^^
1.
The Disclbsirig Party certifies that the Disclosing'Party (check:on^^^
[]is
. .^
[:)îsnot
a "financial iristitutiori" as defined in Section 2-32-455(b) of the.-Municipal Code.

2.
"We are not and will not become a predatory lender as'defined in Chapter 2r-32 ofthe Municipal
Code. We further pledge that none of our affiliates is, and none.of them will become, a predatory .
lender as defined in Chapter 2-32 ofthe Municipal Code. We understand that becoming a predatoty
lender or becoming an affiliate of a predatoty lender may result in the loss of the privilege of doing
2-32 of the Municipal Code, explain here (attach additional pages i f necessary):
Page 7 of 13
Any words or terms that are defined in Chapter 2-156 of the Municipal Code have the same
1. In accordance with Section 2^156-^110 of fhe Municipal Code: Does any official or employee
ofthe City have a'financial intereist in his or her own name or in the name of any pther.person or
'
[]Yes
^]No
NOTE: I f y o u checked "Yes" to Item D . l . , proceed to Items D.2. and D.3. I f y o u checked "No" to
2. Unless sold.pursuant to a process of conapetitive bidding, or otherwise permitted, no City
elected official or employee shall have a financial interest in his or her own naine or in the name of
any other person or entity in the purchase of any property that (i) belongs to the City, or (ii) is sold
for taxes or assessments, or (iii) is sold by virtue of legal process at the suit o f the City (collectively,
"City Property Sale"). Compensation for property taken pursuant to the City's emirient-domain power
does not constitute a financial interest within the meaning of this Part D.
[]Yes
[]No'
3. I f you checked "Yes" to Item D.L, provide the names and business addresses of the City
Name
Business Address
Nature of Interest
Page 8 of 13
from slavety or slaveholder insurance policies-during the slavety.era (including insurance policies
the Disclosmg Party has found no such records.
y ..
Disclbsirig Pairty has found records bf-investments or profits from slavety or slaveholder, insurance
pohcie's. Thb Disclbsirig'Party verififes that the foUowingiconstitutes.full disclosure of all such
records, including the names of any and all slaves or slaveholders described in those Tecords:,
SECTION V I - - C E R T I F I C A T I O N S
'
NOTE: K'the;M,atter4s federaUy funde|ii,,complete this.Sectiori V I . liftfie Matter is ribt federally

fundedi proceed.to Section V I I . For.purposes of this Section V I , fax credits aliocated by thb City'
and proceeds of debt obligations p f the City are not fedeial
fo
'
^
Disclosure Act of 1995 who have rriade lobbying contacts on behalf of the Disclosing Party with
respect to the. Matter: (Add sheets i f necessary):
(if no explanation appears or begins bri the hries above, of i f the letters"''NA" or i f the word "None"
Page 9 of 13
which there occurs any event that materially affects the accuracy of the statements and information set
501(c)(4) of the Interiial Revenue Code of 1986;' or (ii) it is an organization described in section
501(c)(4) of the Internal Revenue Code of 1986 but has not engaged and will not engage in "Lohbying
Activities".
5. I f the Disclosirig Party is the Applicant, the Disclosing Party must obtain certifications equal in .
form and substance to paragraphs A . l . through A.4. above from all subcontiactors before it awards any
subcontract and the Disclosuig Party must maintain all such subcontractors' certifications for the
duratiori ofthe Matter and riiust make such certifications promptly available tp the City upon request.

negotiations.
: '
Is the Disclosirig party the Applicant?

[JYes '
[]'No
I f "Yes," answer the three questions below:

1. Have you developed and do you have on file affirmative action programs pursuant.to applicable
[]Yes
[]No
2. Have you filed with the Joint Reporting Committee, the Director ofthe Office of Federal
[]Yes
[]No
3. Have you participated in any previous contracts or subcontiacts subject to the
[]Yes
, []No
I f you checked "No" to question 1. or 2. above, please provide an explanation:
Page 10 of 13
SECTION V I I ~ A C K N O W L E D G M E N T S , CONTRACT INCORPORATION,

A. The certifications, disclosures, and'acknowledgments contained in this EDS w i l l become part pf,any
cbntiact or other agreement b'etweeri the Applicant and'the City in connection with the Matter, whether
of any contiact or taking other action with respect to the Matter. The Disclosing Party understands that
it mu$t coiriply with aU katutes, brdiri'arices; and regulatioris on which this EDS is based.
;
B. The City's GbverrimeritahEthics' arid-Cariipaign Financing Ordinances; Chapters 2-156, arid^2-l64;jpf
the Muriicipal Code', impbSe 'certain duties' arid obligations on persons or entities, seeking. City contiacts,
work, business, or transactions. The f u l l text of these ordinances and a training program is available on
with the applicable ordinances.'
C. I f the City determines that any information provided in this EDS is false, incomplete or inaccurjate,
voidable, and the City may pursue any remedies under the contract or agreement ( i f not rescinded or
declining to allow the Disclosing Party to participate in other transactions with the City. Remediesiat
law for a false statement of material fact may include incarceration and an award to the City bf tieble
damages.
- r- f'
D. I t is the City's policy tO'iriakc'this documerit available to the public on its.Intemet site apd/or upon
request. Some or all of the information provided on this EDS and emy attachments tp this EDS;inay be
rights or claims which it may have against the City in connection with the public.release of information
coiitairied iri this EDS arid also authorizes the City to verify the accuracy pf any information subinitted
in tills EDS.
E. The information provided in this EDS must be kept current In the event of changes, the Disclosing
Party must suppleriierit this EDS up to the time the City takes action on the.Matter. I f the Matter is a
contract being handled by the City's Department of Procurement Services, the Disclosing Party must
Chapter 1-23 ofthe Municipal Code (imposing PERMANENT I N E L I G I B I L I T Y for certain specified
as required by Chapter 1-23 and Section 2-154-020 of the Municipal Code.
Page 11 of 13
F.l.
The Disclosing Party is not delinquent in the payment of any tax administered by the Illinois
Department of Revenue, rior are the Disclosing Party or its Affiliated Entities delinquent in paying any
F.2
I f the Disclosing Party.is the Applicant, the Disclosing Party and its Affihated Entities will not
use, nor permit their subcontractors to use, any facility hsted by the U.S, E,P>A. on the federal Excluded
Parties List System ("EPLS") maintained by the U.S. General Services Administration.
F.3
I f the Disclbsirig Party is the Appiicaht, the Disclosing Party will obtain frprti, any
contractors/subcontiactors hired or to be hired in connection with the Matter certifications equal i n . i ,
form and substance to tbpse in F. 1. and F.2. above and will not, without the prior written Consent of the
City, .use any such contractpr/subcontractor that does not provide such certifications or that the
Disclosing Party has reason to believe has not provided or cannot provide tmthful certificatioris.
NOTE: I f the Disclosing Party cannpt certify, as tp any ofthe items i n F.L, F.2. or F.3. above, ian
explanatory statement must be attached to this EDS. ,
CERTIFICATION
Urider penalty of perjiity, the persori sigriing below: (1) warrants that he/she is authorized to execute
this EDS arid Appendix'A (if applicable) on behalf of the Disclosing Party, and (2) warrants that alL
certifications and statements, contained in this EDS and Appendix A (if applicable) are tme, accuratp
and complete as of the date fiifnished to the City.'
.i
The Harlem I r v i n g Companies, I n c .
e of Disclbsing Party)
(Print or
y r . ^ ^ ^ y ^
(Sign here)
Lawrence A G e r l a c h
(Print or type name of person signing)
Vice President
(Print or type title of person signing)
Signed and swom to before mc on (date)

at QG|ok
j
I "^Q^
(state).
Notary Public.
Commission expires:
^ 1^^. j^2/0\ ^
Page 12 of 13
"OFFICIAL SEAL"
BRIDGET E TORRES
Notary Public, Stale of Illinois
My Commission Expires 3/24/2018
CITY OF CHICAGO
ECONOMIC DISCLOSUIUE STATEMENT AND AFFIDAVIT
APPENDIX A
FAMILIAL RELATldNSHiPS WITH ELECTED CITY OFFICIALS AND DEPARTMENT HEADS
This Appendix is to be completed only by (a) the Apphcant, and (b) any legal entity which has a direct
ownership interest in-the'Applicant exceedmgi7J5:percent.; I t is not to be.completed-.by any legal entity
which has only an indirect ownership interest in the.AppUcant
UnderMunicipal C.od^.-5ectipn2^154-pi5,.the Disclosing .Party m^
or any "Applicable; Paity^'pranyiSpou^^^^ or Domestic PailnCT
a "f^ricdhal relatibnship'* with
any elected city official or department liead. A "famihalrelationship''exists if,'as of the date this EDS-is " ' ' '
signed, the Disclosing Party or any "Apphcable, Pjarty" or any Spouse or Domestic Partner thereof is related to
the mayor^ any alderman, the city clerii:^ 'the city treasiirer br'ariy city dejpartriiehthe'ad as-spOuSe or domestic
partner or as any ofthe following, whether by blood or adoptibri: parent; childj'brbther br'sister, aunt-or uncle,luece or nephew, grandparent, grandchild, father-in-law, mother-in-law, son-in-law, daughter-in-law, stepfather
or stepmother, stepson or stepdaughter, stepbrother or stepsister or half-brother or half-sister., v
>; . ;
"Applicable Party"'means'('I) all executive officers of the isclpsing Peaty listed in Section n.B.l.a., i f the
Disclosing Party is a (ibrporatiori; aU partniersiOf the DisdqsiogjParty, i f the E|isclpsing Party is a general,
paitriereMp; ah general partriers.arid Iirnited;p
a limited
partnership; aU managers, managing members and members, ofthe Disclosing Patty,' if the Disclpsihg'Party'is'a
limited habihty company; (2) all principal officers of the Disclosing Party; aiid (3) any person havirig'hibre than
a 7.5 percent ownership interest in the Disclosing Party. "Principal officers", means the president, chief
operating officer, executive director, chief financial officer, treasurer or secreitMy of a legalentity br-ahy persbn
exerciskig similar authority!
;.
'
'
Does the Disclosing Party or any "Apphcable Party"- Or any Spouse or Domestic Partaerthereof currentlyhave a "familial relationship" with an elected city official or department head?
[ ] Yes
[x]No
Ifyes, please identify below (1) the name and title of such person, (2) the nairie of the legal eritity fb which
such person is connected; (3) the name and titie of the elected city official or department head to whom such
Page 13 of 13
CITY OF CHICAGO
APPENDIX B
It is not to be completed by any legal entity which has only ari indirect ownership interest in
the Applicant.
Code?
, .
[ ]Yes
[X]No
the Applicant identified as a building code scofflaw or problem landlord pursuarit to Section
2-92-416 of the Municipal Code?
[ ]Yes
[ ]No
[x] Not Applicable
3. If yes to (1) or (2) above, please identify below the name of the person or legal entity

Section II. B. 1
List full names and title of all officers and directors of entity:
Officers:
Title:
Michael A. Marchese
Chairmaniarid Chief Executive .Officer
Richard D; Filler
President and Chief Operating Officer
Fred Murray '
Executive Vice President of Leasing
Gregoty E. Fix
Vice President, General Counsel and Secretaty
Lawrence A. Gerlach
Vjce President, Chief Firiaricial Offic'er and Treasurer
Zelka Gasich
Vice President, Controller and Assistant Secretary
Stanley Bouzoukis
Vice President of Property Management
Jim Elliman
Vice President arid General Manager
Vince Forgione
Vice President of Finance
Directors:
Title:
Midhael A. Marthese
Chairman and Chief Executive Officer
Richard D. Filler .
President and Chief Operating Officer
-Gregoty E. Fix
Lawrence A. Gerlach
Vice President, General Counsel and Secretaty

Vice President, Chief Financial Officer and Treasurer
(DO NOT SUBMIT THIS PAGE WITH YOUR EDS. The puiposc ofthis page is for you to
recertify tmthfiilly, the Disclosing Party must complete a new EDS with correct or corrected
information)
RECERTIFICATION
Application to rezone property located al 4400-4458 & 4401-4415
This recertification is being submitted in connection withN- Clarendon Ave andfortax incfement financing
[identify the Matter]. Under penalty of peijmy, the person signing below: (1) ^varrants that
he/she is authorized to execute tiiis EDS recertification ori behalf ofthe Disclosing Party, (2)
warrants that all certifications and statements contauied in the Disclosing Party's original EDS
are tme, accurate and complete as pf the date furnished to the City and continue to be tme,
accurate and complete as of the date of this recertification, and (3) reaffirms its
acknowledgments.
Montrose Clarendon Partners LLC
Date:
1-7''(^
(sign here)
Print or type name of signatoty:
Lawrence A. Gerlach
Title of signatoty:
Vice President

LAW/imt^^ 7 9 / ^ 7 . / r ? ^ ^ , at fnoV^
_,by
County, / / /
Notaty Public.
Commission expires:
Vt-r. n-Ol-O-S
[state].
CITY OF CHICAGO
Montrose Clarendon Partners LLC
Indicate whetherithe Disclbsirig Party subniittirig this EDS is:
1. [X] the ApplicanL' ^
.! ,
OR " .
' , ' '
. '''l
: '
. -,
'
>
,;
2. [ ] a legal entity holding a director indirect interest in,the Appiicaht. State the legalname of the
Applicant in which the Disclosing Party holds an interest:
_'
"
OR
3. [ ] a legal entity with a right of control (see Section II.B.l.) State the legal name of the entity in
' "" '
B. Business address ofthe Disclosing Party:
4104 N. Hariem Avenue

Norridge, IL 60706
C. Telephone: 773-625-3036
Fax:
773-625-0056
D. Name of contact person: Lawrence A. Gerlach
Email:
lgerlach@harlemirving.com

Application to rezone property located at 4400-4458 & 4401-4415 N. Clarendon Ave arid for tax increrhent financing
G. Which Cily agency or department is requesting this EDS? Department of Planning and Development
I f t h c Matter is a contract being handled by the City's Department of Procurement Services, please
Specification #
Vtr. 01-01-12
and Contract #
Page 1 of 13
SECTION II ~ DISCLOSURE OF OWNERSHIP I N T E R E S T S

1.
Indicate the nature of the Disclosing Party:
Person
Sole proprietorship
General partnership
Limited partnership
Trust
2.

[ ] Joint venture
[ ] Not-for-profit corporation
[ ] Yes
[ ] No
For legal entities, the state (or foreign country) Of incorporation br or'gariizationj i f applicable:
[ ] Yes
'
[]No '
[]N/A

N O T E : For not-for-profit corporations, also list below all members, if any, which are legal entities. I f
there are no such merribers, write "no members." For trusts, estates or other similar entities, list below
I f l h e entity is a general partnership, limited partnership, limited liability company, limited liability
partnership or joint venture, list below the name and title of each general partner, managing member,
manager or any other person or entity that controls the day-to-day rnariagement of the Disclosing Party.
Name
Title
indirect beneficial interest (including ownership) in excess of 7.5% of the Disclosing Party. Examples
Page 2 of 13

estate or other similar entity. I f none, state "None." NOTE: Pursuant to Section 2-154-030 o f t h e
Name
Business Address

Disclosing Party - '-'
S E C T I O N . I I I ~ BUSINESS.RELATIONSHIPS W I T H C I ^
. ,
Has the Disclosing Party had a "business relationship," as defined in Chapter 2-156 of the Municipal
[ ] Yes
[]No
I f yes, please identify below the name(s) of such City elected official(s) and describe such
relationship(s):
SECTION IV
DISCLOSURE OF S U B C O N T R A C T O
AND O T H E R R E T A I N E D P A R T I E S
The Disclosing Party must disclose the name,and business address of each subcontractor, attorney,
lobbyist, accountant, consultant and any other person or entily'whom the Disclosirig Party has retairied
or expects to retain in connection, with the Matter, as well as the,nature ofthe relationship, arid the total
amount of the fees paid or estimated to be paid, The Disciosing Party is not required to disclose
action on behalf of any persori or entity other than: (1) a not-for-profit entity, on an unpaid basis, or (2)
I f l h e Disclosing Party is uncertain whether a disclosure is required under this Section, the
Paae 3 of 13

to be retained)
Business
Address

lobbyist, etc.)


[ ] Check here if the Disclosing Party has not retained, nor expects to retain, any such persons or entities.
SECTION V - GiERTlFICATIONS
Has ariy person who directly or indirectly owns 10% or more of the Disclosing Party been declared in
[]Yes
[ ] No
[ ] No person directly or indirectly owns 10% or more o f t h e

Disclosing Party.
[ ] Ycs
[]No
1. Pursuant tb Municipal Code Chapter 1-23, Article 1 ("Article I")(which the Applicant should
consult for defined terms (e.g., "doing business") and legal requiremerits), i f the Disclosing Party
doing business with the City. NOTE: If Article I applies to the .Applicant, the permanent compliance
Page 4 of 13
a.
b.
are not presently debaried, suspended, proposed for debarment, declared ineligible or voluntarily
have not, within a five-year period preceding the date ofthis EDS, been convicted of a criminal
obtaining, attempting to obtain, or performing a public (federal, state or local) transaction or
contract under a public transaction; a violation of federal or state anlitrust statutes; fraud;
. statements; or receiving, stolen property;
,. ,
-T i; .,, . .
c.
are not presently indicted for, or criminally or civilly charged by, .a.governmentaKentity ,(federal,
state or local) with committing any of the offenses set forth in clause B.2.b. of this Section V ;
d.
have not, within a five-year period preceding the date o f this EDS, had one or more public
transactions .(federal, state or local) terminated for cause or default; and
e.
have not, within a five-year period preceding the date ofthis EDS, been convicted, adjudged
guilty;,or found liable; in a civil prpceeding,, pr in .any criniinal or civil.actio.n, including actions ,
concerning envirpnmental violations, .instituted by, the City pr by the federal government, any
state, or any other unit of local government.
3.
The certifications in subparts 3, 4 and 5 concern;;
,? the Disclo.sing Party;

. . ,. ;
.., . ^
any "Contractor" (meaning any contractor or subcontractor.used byjthe. Disclosing Party in
any "Affiliated Entity" (meaning a person or entity that, directly or indirectiy: controls the
interlocking management or ownership; identity of interests among family members, shared facilities
and.equipment; .common,use.of emplo,y.e.es;..or,.organizatip.n.of a.business.entity,jFpllowjng the
ineligibility of a business entity to do business,with federal or state or.local government,, including
the City, using substantially the same rrianagement, ownership, or principals as the ineligible entity);
with respect to Contractors, the term Affiliated.Entity means a.p.erson or entity that directly or
indirectiy controls the Contractor, is controlled by it, or, with the Contractor, is under common
other official, agent or employee ofthe Disclosing Party, any Contractor or any Affiliated Entity,
acting pursuant to the direction or authorization of a responsible official ofthe Disclosing Party, any
Page 5 of 13
Neither ihc Disclosing Party, nor any Contractor, nor any Affiliated Entity of either the Disclosing Party
respect to a Contractor, an Affiliated Entity, or an Affiliated Entity of a Contractor during the five years
Matter:
a.

bribe, a public officer or employee of the City, the State oflllinois, or any agency o f t h e federal
government or ofany state or local government in the United States of America, in that officer's
b.
otherwise; or
c.
d.
violated the provisions of Municipal Code Section 2-92-610 (Living Wage Ordinance).
4. Neither the Disclosing Party, Affiliated Entity or Contractor, or any of their employees, officials,
violation of 720 ILCS 5/33E-4; or (3) any similar offense of any state or ofthe United States of
America lhat contains the same elements as the offense of bid-rigging or bid-rotating.
maintained by the Office of Foreign Assets Control of the U.S. Department of the Treasury or the
Bureau of Industry and Security of the U.S . Department of Commerce or their successors: the Specially
Debarred List.
6. The Disclosing Party understands and shall comply with the applicable requirements o f Chapters
Municipal Code.
Page 6 of 13
If the letters "NA," the word"None," or no response appears on the lines above, it will be conclusively
complete lisl of all current employees of the Disclosing Party who were, at any time during the 12month period preceding the execution dale of this EDS, an employee, or elected or appointed official,
of the City of Chicago ( i f none, indicate with "N/A" or "none").
9. To the best ofthe Disclosing Party's knowledge after reasonable inquiry, the following is a
complete list of all gifts that the Disclosing Party has given or caused to be given, at any time during the
official, of the City of Chicago. For purposes of this statement, a "gift" does not include: (i) anything
made generally available to City employees or to the general public, or (ii) food or drink provided in the
course of official City business and having a retail value of less than $20 per recipient (if none, indicate
C. CERTIFICATION OF STATUS AS FINANCIAL'INSTITUTION

1.
[ ] is
[ ] is not
a "financial institution" as defined in Section 2-32-455(b) of the Municipal Code.

2.
I f l h e Disclosing Party IS a financial institution, then the Disclosing Party pledges:
"We are not and will nOt become a predatory lender as defined in Chapter 2-32 of the Municipal
Code. We further pledge that none of our affiliates is, and none of them will become, a predatory
lender as defined in Chapter 2-32 of the Municipal Code. We understand lhat becoming a predatory
business wilh the City."
If the Disclosing Party is unable to make this pledge because it orany of its affiliates (as defined in
Section 2-32-455(b) ofthe Municipal Code) is a predatory lender within the meaning of Chapicr
2-32 of the Municipal Cbde, explain here (attach additional pages i f necessary):
Page 7 of 13
I f l h e letters "NA," the word "None," or no response appears on the lines above, it will be
conclusively presumed that the Disclosing Party certified to'the above statements.
D. CERTIFICATION REGARDING INTEREST I N CITY BUSINESS
1. In accordance wilh Section 2-156-110 ofthe Municipal Code: Does any official or employee
of the City have a financial interest in his or her own name or in the name ofany other person or
[ ] Yes
[ ] No
NOTE: I f y o u checked "Yes" to Item D . L , proceed to Items D.2. and D.3. I f you checked "No" to
2. Unless sold pursuant to a process of competitive, bidding, or otherwise permitted, no City
elected official or employee shall have a financial interest in his or her own riame or in the name of
any otherperson or entityin the purchase ofany property that (i) belongs to the City, or (ii) is sold
for taxes or assessments, or (iii) is sold by virtue of legal process at the suit o f t h e City (collectively,
"City Property Sale"). Compensation for property taken pursuant to the City's eminent domain power
does not constitute a financial interest within the meaning of this Part D.
[]Yes
[]No
3. I f you checked "Yes" to Item D . L , provide the names and business addresses ofthe City
Name
Business Address
Nature of Interest
4. The Disclosing Parly further certifies that no prohibited financial interest in the Matter will
Please check either 1. or 2. below. I f t h c Disclosing Party checks 2., the Disclosing Party musl
disclose below or in an attachment lo this EDS all information required by paragraph 2. Failure to
Page 8 of 13
comply with these disclosure requirements may make any conlract entered into with the City in
I . The Disclosing Party verifies that the Disclosing Party has searched any and all records of
from slavery or slaveholder insurance policies during the slavery .era,(including insurance policies,
the Disclosing Party has found no such records.,
Disclosing Party has found records of investments or profits fromsslavery or slaveholder insurance
policies. The Disclosing Party verifies, that the following constitutes full disclo.sure of a.ll,such
records, including the names of any and all slaves or slaveholders described in those records,:
S E C T I O N y i ~ C E R T I F I C A T I O N S F O R F E D E R A L L Y FUNDED M A T T E R S
NOTE: I f the Matter is federally funded, cbmplefe thisêctiOn V I . I f the Matter is not federaUy
funded, proceed to Section. V l l . For purposes of this Section V I , tax credits allocated by the City
and proceeds of debt obligations of the City are ilot federal fundihg.
Disclosure Act of 1.995 who have made lobbying contacts on behalf ofthe Disclosing Party with
(If no explanation appears or begins on the lines above, or i f the letters "NA" or i f l h e word "None"
registered under the Lobbying Disclosure Acl of 1995 have made lobbying contacts on behalf of the
Disclosing Party with respect to the Matier.)
any person or entity listed in Paragraph A . l . above for his or her lobbying activities or lo pay any
person or entity to influence or attempt lo influence an officer or employee of any agency, as defined by
member of Congress, in connection wilh Ihc award ofany federally funded contract, making any
Page 9 of 13
which there occurs any event that materially affects the accuracy of the statements and information set
501(c)(4) ofthe Internal Revenue Code of 1986; or (ii) it is an organization described in section
501(c)(4) of the Internal Revenue Code of 1986 but has not engaged and will not engage in "Lobbying
Activities".
5. I f the Disclosing Party is the Applicant, the Disclosing Party must obtain certifications equal in
form and substance to paragraphs A . l . through A.4. above from all subcontraclors before it awards any
subcontract and the Disclo.sing Party must maintain all such subcontractors' certifications for the

subcontractors to submit the following information with their bids or in writing at the outset o f
negotiations. ,

[ ] Yes
, []No

1. Have you developed and do you have on file affirmative action programs pursuant to applicable,
[ ] Yes
[ ] No
2. Have you filed with the Joint Reporting Committee, the Director o f t h e Office of Federal
Conlract Compliance Programs, or the Equal Employment Opportunity Commission all reports due
[ ] Yes
[ ] No
[ ] Yes
[ ] No
I f y o u checked "No" lo question 1. or 2. above, please provide an explanation:
Page 10 of 13
SECTION V I I - A C K N O W L E D G M E N T S , C O N T R A C T I N C O R P O R A T I O N ,
C O M P L I A N C E , PENALTIES, DISCLOSURE
A. The certifications, disclosures, and acknowledgments contained-in this EDS-will become part of any
contract or OtheV agreement between the Applicant arid the City in connection with the Matter, whether
it must comply with all statutes, ordinances, and regulations on which this EDS is based.
B. The City's Governmenlal Ethics and Campaign Financing Ordinances, Chapters 2-156 and 2-164 of
the Muriicipal Code, impose certain dufies and obligations on persons or entities seeking City contracts,
' ' '
'
-t
. , .
with the applicable Ordinances.
voidable, and the City may pursue any remedies under the contract or agreement (if not rescinded or
declining to allow the Disclosing Party to participate in other transactions with the City. Remedies at
law for a false statement of material fact may include incarceration and an award to the City o f treble
damages.

D: It is the-City's policy to make this document available to the public on its Internet site and/or upon
request. Some or all of the information provided on this EDS arid any attachments tb thisEDS-may be
made available to the public on the Internet, in response to a Freedom of Information Act request, or
rights or claims which it may have against the City in conriection-with the public release of information
contained in this EDS and also authorizes tlie City to verify the accuracy of any informaltion submitted
in this EDS.
E. The information provided iri this EDS must be kept current. In the event of changes, the Disclosing
Party must supplement this EDS up to the time the City takes action on the Matter. I f the Matter is a
contract being handled by the City's Department of Procurement Services, the Disclosing Party musl
update this EDS as the contract requires. N O T E : With respect to Matters subject to Article I o f
Chapter 1-23 ofthe Municipal Code (imposing P E R M A N E N T I N E L I G I B I L I T Y for certain specified
as required by Chapter 1 -23 and Section 2-1 54-020 of the Municipal Code.
Page 11 of 13
F. 1. The Disclosing Party is not delinquent in the payment of any tax administered by the Illinois
Department of Revenue, nor are the Disclosing Patty or its Affiliated Entities delinquent in paying any
fine, fee, tax or other charge Owed to the City. This includes, but is not limited to, all water charges,
F.2
I f the Disclpsing Party is the Applicant, the Disclosing Party and its Affiliated Entities w i l l not
use, nor permit their subcontiactors to use, any facility listed by the U.S. E.P.A. on the federal Excluded
F.3
I f the Disclosing Party is the Applicarit, the Disclosing Party w i l l obtain from any
contractors/subcontractors hired or to be hired iri connection with the Matter certifications equal in
form and substarice to those in F.l. and F.2, above and will not, without the prior written consent of the
City, use any such .contractor/subcontractor that does not provide such certifications or that the
Disclosing Party has reason to beheve has not provided or cannot provide truthful certifications.
NOTE: I f the Disclosing Party cannot certify as to any ofthe items in F.L, F.2. or F.3. abovie, an
CERTIFICATION
Urider penalty of perjuty, the person signing below: (1) vârrants that he/she is authorized to execute
this EDS and Appendix A (if applicable) on behalf ofthe Disclosing Party, and (2) warrants that all
certifications and statemehts contained in this EDS and" Appendix A (if applicable) are true, accurate
and complete as of the date fumishisd to the City.
'
Montrose ClareiKôn Partners LLC
By: The Harlem I r v i n g Companies, i n c . , I t s manager
(Print or typ^jâpae of Disclosing Party)

^
(Sign here)
Lawrence A . G e r l a c h
Vice President
(Print or type title of person signing)

at
M K T
^^^S
Commission expires:
(state).
7^^
Notaty Public.
^
^^ÔFFICIAL SEAL"
BRIDGET E TORRES
Notary Public, State Of lllinois
My Commission Expit5s^3{24/.
^j'2^^j'2^ ( ^
Page 12 of 13
CITYOFCHICAGO
APPENDIX A
FAMILIAL RELATIONSHIPS WTTH ELECTED CTTY OFFICIALS AND DEPARTMENT HEADS
ownership interest in the Apphcant exceeding 7.5.perc.ent.; Itis not to be cpmpleted byjany legal entity
which has only'.ah indirect ownership; interest in, the A^
,, ,
.,
Under Municipal Code Section 2-:154-0i5, the Disclosing F'arty nmst disclose whether sucH'biscibsir^ Paity
or any "Applicable Party" or any Spouse or Domestic Partner fherebf cWeritly has a "faiiiihai relatibriship'' with
any elected city ofiQcial or department head! A "famihal relatioiiship" exists' if,' as of the date thitf EDS^ is'
'
signed, ,the Disclosing Party or any "Apphcable Party" or any Spouse or Domestic Partner thereof is related to
the mayorj any alderman, the city cleric, the aty heasirier'or ariy di^depai^merit head'as sjSbu
domes'tie
partner or as any of the ,following, whether by blood or a'dbptibrir' parent,' child, "brother or sister^ auntrdr uncle,
or stepmother, stepson or stepdaughter, stepbrother or stepsister or half-brother or half-sister;y ,
. -! ?
"Applicable Party" means-(i)aU executive ofScers of the Disclosing Party hsted in Section H^^
Disclosirig Partyds a corporation; all partners, of the'Disclpsing Piarty,' i f the Disclosirig P^rtyis^âgen^^
partnership; alii general .parinisrs and; hmited partners .of the Dis,clpsing JRarty^ i f the Disclosirig Party is a limited
partnership; all managers, managing members and membere of the, Disclosing Party, i f the Disclbsirig Party^ is a
limited hability company; (2) all principal officers of the Elisclosing Party; arid'(3) any ipersorihavirigi^^
a 7.5 percent ownership uiterest in the Disclosing Party, "ftincipd.officers'' meari^^ the presideht, chief
operating officer, executive director, chief financial ofiBcer, treasurer or secretary of a legal eritity br.any person
''
^- ' ' ' ^
Does the Disclosing Party or any "Applicable Party"' or any Spouse or Domestic Partaer thereof currently
;
[ ] Yes
[X] No
Ifyes, please identify below (1) the name and titie of such person, (2) the name ofthe legal entity to which
such person is connected; (3) the name and title of the elected city official or department head to whom such
Page 13 of 13
CITY OF CHICAGO
APPENDIX B
the Applicant.
Code?
[ ]Yes
[X]No
the Applicant identified as a building code scoffiaw or problem landlord pursuant to Section
[ ]Yes
[ x ] Not Applicable
r
3. If yes to (1) or (2) above, please identify below the name of the person or legal entity
identified as a building code scolflaw or problem landlord and the address of the building or

AND AGREEMENT THAT TIHS APPENDDC B IS INCORPORATED BY
PERJURY ON PAGE 12 OF THE ASSOCIATED EDS. ,
CITY OF CHICAGO
AND AFFIDAVIT
SECTION I - GENERAL INFORMATION
Missionary Sisters pf the Sacred Heart, an lllinols not-for-pfofit corporation

1.
\ ^ -t-he"A"pplicant~ -The Disclosing Party is a co-Applicant with Montrose Clarendon Partners LLC with respect to ttie rezoning application
Q
and, with respect to the application fbr tax increment financing, is the owner of tlie subject property
2. [ ] a legal entity holding a direct or indirect interest in the Applicant. State the legal name of the
Applicant in which the Disclosing Party holds an interest:
OR .
3. [ ] a legal entity with a right of control (see Section II.B.L) State the legalname of the entity in
434 west Deming Place
'
'
Chicago, IL 60614
C. Telephone: 773-683-7302
D . Nariie o f contact p e r s o n :
âx: 773-525-0514
gjâil:
Sr. Joan McGlinchey, M.S.C.
E. Federal.Employer Identification No. (if you,have one):

Application to rezone property located al 4400-4458 & 4401-4415 N, Clarendon Ave and for tax increment financing
G. Which Chy agency or department is requesting this EDS? P'a""ing and Development
'
If the Matter is a contract being handled by the City's Department of Procurement Services, please
Specification #
Ver. 01-01-12
and Contract #
Page 1 of 13
SECTION II - D I S C L O S U R E OF OWNERSHIP INTERESTS

Person
Sole proprietorship
General partnership
Limited partnership
Trust
2.
[ ] Limited liability corripany

[ ] Joirit venture
[ ^ N o t -for-profit corporation
\yfYes
[ ] No
[ ] Other (please'sjDecify)
For legal,entities, the state'(or foreign country) of iricpfporatipri'ororgariizatiori; i f applicable:
3. For legal entities not organized in the State of Illinois: Has the organization registered to do
business in the State of Illinois as a foreign eritity?
-y - ^
[ ] Yes
[ ] No
[ ] N/A
B. IE THE DISCLOSING PARTY IS A LEGAL ENTITY:

1. List below the full names and titles of all executive pfficers and all directors of the entity.
NOTE: For not-for-profit corporations, also list below all members, if any, which are legal entities. I f
there are no such members, write "no members." For trusts, .estates or other.,similar entities, list below
;
; '
partnership or joint venture, list below the name and titie bf each gerieral partrier, tn'ariagirig member,
manager.or any other person pr entity that controls the day-to-day management ofthe Disclosing Party.
NOTE: Each legal,entity.listed below must subniit an EDS on its own behalf.
Name
_.. Title
see Attachment 1
indirect beneficial interest (including ownership) in excess of 7.5% of the Disclosing Party. Examples
of such an interest include shares in a corporation, partnership interest in a partnership or joint venture,
Page 2 of 13

Name
Business Address

Disclosing Party
SECTION III ~ BUSINESS RELATIONSHIPS WITH C I T Y E L E C T E D O F F I C I A L S

Has the Disclosing Party had a "business relationshipj" as defined in Chapter 2-156 ofthe Municipal
[]Yes
[\^h
NO;
., _
Ifyes, please identify below the name(s) of such City elected official(s) and describe such
relationship(s):
SECTION IV - D I S C L O S U R E OF SUBCONTRACTORS AND O T H E R R E T A I N E D P A R T I E S

The Disclosing Party must disclose the name and business address of each subcontractor, attorney,
lobbyist, accountant, consultant and any other person or entity whom the Disclosing Party has retained
or expects to retain in connection with the Matter, as well as the nature of the relationship, and the total
amount of the fees paid or estimated to be paid. The Disclosing Party is npt required to disclose
himself "Lobbyist" also means any person or entity any part of whose duties as an employee of
Page 3 of 13

to be retained)
Business
Address

lobbyist, etc.)
Fees (indicate whether '

paid or estimated.) NOTE:
"houriy rate" or "t;b.d." is
(Add. sheets i f necessary)
-a^ch
[if
Check here if the Disclosing Party has not retained, nor expects to retain, any such persons or entities.
SECTION V - CERTIFICATiONS
'
'
-> ^
A. COUiiT-bRDERED CHILD SUPPORT COMPLIANCE

the City must remain in compliance with their child support obligations throughout the contract's ferfn.
Has any person who directly br indirectly bwris 10% or more ofthe Disclosirig Party been declared; in
[ ] Yes
[ ] No
[/]'f4o'person directly or indirectly owns 10% or more ofthe

Disclosing Party.
I f "Yes," has the person entered into a court-approved agreement fiar payment of alf support 0Wed and'
is-the.person in compliance.with that agreement? .
[JYes
,[]No
1. Pursuant to Municipal Code Chapter 1-23, Article I ("Article r')(which the Applicant should
consult for defined .terms (e.g., "doing business") and legal requirements); if the Disclosing Party^ submitting this EDS is the Applicant and is doing business with the City, theri the Disclosirig Party
certifies as follows: (i) neither the Apphcant'nor any controllirig person is cui-rentiy indicted or charged
with, or has admitted guilt of, or has ever been convicted o f or placed under supervision for, any
perjury, dishonesty or deceit against an officer or employee o f the City or any sister agency; and (ii) the
Applicant understands and acknowledges that compliance with Article I is a continuing requirisment for
Page 4 of 13
identified in Section I I . B . l . of thisEDS:
a.
b.
have not, within a five-year period preceding the date of this EDS, been conyicted of a criminal
obtaining, attempting-to obtain, or performing a public (federal, state or local), transaction or
c.
are not presently indicted for, or criminally or civiHy charged by, a governmental entity (federal,
state or local) with committing any of the offenses set forth in clause B.2.b. of this Section V;
d.
have not, within a five-year period preceding the date ofthis EDS, had one or more public
transactions (federal, state or local) terminated for cause or default; and
e.
have not, within a five-year period preceding the date ofthis EDS, been conyicted, adjudged
guilty, or found liable in a civil proceeding, or in any criminal or civil action, including actions
conceming environmental violations; instituted by the City or by the federal government, any
3. The certifications in subparts 3, 4 and 5.concem:

the Disclosing Party;
any "Contractor" (meaningany contractor or subcontractor used by .the Disclosing Party in
Disclosing Party, is controlled by the Disclosing Party, or is, with the Disclosing Party, unde^r
interlocking management or ownership; identity of interests among family members, shared facihties
and equipment; common use of employees; or organization of a business entity following the
ineligibility of a business entity to do business with federal or state or local government, including
with respect to Contractors, the term Affiliated Entity means a person or entity that directiy or
indirectiy controls the Contractor, is conlrolled by it, or, with the Contractor, is under common
other official, agent or employee of the Disclosing Party, any Contractor or any Affiliated Entity,
acting pursuant to the direction or authorization of a responsible official ofthe Disclosing Party, any
Paee5 of 13
Neither the Disclosing Party, nor any Contractor, nor any Affiliated Entity of either the Disclosing Party
respect to a Contractor, an Affiliated Entity, or an Affihated Entity of a Contractor during the five years
before tlie date of such Contractor's or Affiliated Entity's contract or engagement in connection with the
Matter:
a.
bribed Or attempted to bribe, or been convicted or adjudged-guilty of bribery or attempting to

bribe, a public officer or employee of the City, the State of Illinois, or any agency of the federal
government or ofany state or local'government in the United States of America, in that officer's
b.
agreed or colluded with other bidders or prospective bidders, or been a party to anysuch
prospective bidders, iri restraint of freedom of competition by agreeinent to bid a fixed price or
otherwise; or
y
c.
made ari admission of such conduct described in a. or b. above that is a matter of record, but
d.
violated the provisions of Municipal'Code Sectiori 2-92-610 (Living'Wage Ordinance): , , .
4. Neither the 'Disclosing Party, Affiliated Entity or Contractor, Or any of their employees, officials,
violation of 720 ILCS 5/33E-4; or (3) any similar offense Of any state or ofthe United States of
5. Neither the Disclosing Party'nor any Affiliated'Entity is listed ou'any of the following lists
mairitairied hy the Office'of Fbreigri'Assets Control Of the'U.S. Department of the Treasury orthe "
Bureau of Industry and Security of the U.S. Department of Commerce or their successors: the'Specially
Designated Nationals List, the Denied Persoris List, the Unverified List, the.Entity List and the
Debarred List;
' '
' '
6. " The Disclosing Party understands and shall comply with the applicable requirements of Chapters
2-55 (Legislative inspector Gerieral),'2-56 (Inspector General) and'2-156 (Governmental Ethics) of die
Municipal Code.
7. Iflhe Disclosing Party is unable to certify to any of the above statements in this Part B (Further
Page 6 of 13
If the letters "NA," the word "None," or no response appears on the lines above, it will be conclusively
complete list of all current employees ofthe Disclosing Party who were, at any time during the 12month period preceding the execution date of this EDS, an employee, or elected or appointed official,
ofthe City of Chicago (if none, indicate with "N/A" or "none").
NONE
9. To the best ofthe Disclosing Party's kriowledge after reasonable inquity, the following is a
complete list of all gifts that the Disclosing Party has given or caused to be given, at any time during the
official, ofthe City of Chicago. Fpr purposes of this statement, a "gift" does not include: (i) anything
made generally available to City employees or to the general public, or (ii) food or dririk provided in the
course of official City business and having a retail value of less than $20 per recipient (if none, indicate
with "N/A" or "none"). As to any gift listed below, please also list the name ofthe City recipient.
NONE
.
- :
C. CERTIFICATION OF STATUS AS FINANCIAL INSTITUTION

1.
[jis
[^'Is^not
a "financial institution" as defined in Section 2-32-455(b) ofthe Municipal Code.

2.
If the Disclosing Party IS a financial institution, then the Disclosing Party pledges:
"We are not and will not become a predatory lender as defined in Chapter 2-32 ofthe Municipal
Code. We further pledge that none of our affiliates is, and none of them will become, a predatory
lender as defined in Chapter 2-32 ofthe Municipal Code. We understand that becoming a predatory
lender or becoming an affiliate of a predatory lender may result in the loss ofthe privilege of doing
2-32 ofthe Municipal Code, explain here (attach additional pages i f necessary):
Page? of 13
If the letters "NA," the word "None," or no response appears on the lines above, it will be
D. CERTIFICATION R E G A R D I N G ' I N T E R E S ' T IN CITY BUSINESS
1. In accordance with Section 2-156-110 ofthe Municipal Code: Does any official or employee
ofthe City havea fin.ancial interest in his or her,own name or in the name of any other person or
entity in the Matter?,
, .
[]Yes-:
.[^p,. .
'.,;;
, V.
NOTE:. I f y o u checked "Yes" to Item D.L, proceed to Items p!2. and D.3. I f y o u checked "No" W
Item D. l . , proceed to Part E.
2. Unless sold pursuant to a process of competitive iDidding, pr otherwise permitted, no City
elected official or employee shall have a financial interest iri his or her own name or in the name of
any other person or eritity in the purchase of any property that (i) belongs to the City, or (ii) is sold
for taxes or assessments, or (iii) is sold by virtue of legal process at the suit of the City (collectively,
"City Property Sale"). Compensation for property taken pursuant to the City's eminent domain power
does not constitute a financial interest within the meaning ofthis PartD.
[]Yes
[<No'
3. I f y o u checked "Yes" lo Item D.L, provide the names and business addresses ofthe City
officials or emplo.yees having such interest, and identify the nature of such interest:
Name
Business Address
Nature of Interest
4. The Disclosing Parly further certifies that no prohibited financial interest in the Matter will
Please check cither ] . or 2. below. I f the Disclosing Party checks 2., the Disclosing Parly must
Page 8 of 13
j / i 1. The Disclosing Party verifies that the Disclosing Party has searched any and all records of
from slavery or slaveholder,insurance policies during the slavery era (including insurance policies
issued to slaveholders that provided coverage for damage to or injuty or death of their slaves), and
Disclosing Party has found records,.of investments, or profits from slavery or slaveholder insurance
policies. The Disclosing Party verifies that the following constitutes full disclosure Of all such
SECTION VI - C E R T I F I C A T I O N S FOR F E D E R A L L Y FUNDED M A T T E R S

NOTE; I f the Matter is federally funded, cornplete this Section VL I f the Matter is not federally
funded, proceed to Section V I I . For purposes ofthis Section V I , tax credits allocated by the City
and proceeds of debt obligations of the City are not federal funding.
Disclosure Act of 1995 who have made lobbying contacts on behalf of the Disclosing Party with
respect to the Matter: (Add sheets if necessary):
(If no explanation appears or begins on the lines above, or iflhe letters "NA" or if the word "None"
person or entity to influence or attempt to influence an officer or employee ofany agency, as defined by
applicable federal law, a member of Congress, aniofficer or employee of Congress, or an employee of a
member of Congress, in connection with the award ofany federally funded contract, making any
Page 9 of 13
which there occurs any event that niaterially affects the accuracy of the statements and information set
'
'
4. The Disclosirig Party certifies that either: (i)'it is not an organization described in section
501(c)(4) of the Internal Revenue Code of 1986; or (ii) it is an organizatiori described in section
501(c)(4) ofthe Internal Revenue Code of 1986 but has not engaged and will not engage in "Lobbying
Activities".
i
5. I f the Disclbsirig Party is'the Applicant, the Disclosing Party must obtain certifications equal in
subcontract and the Disclosing Party must mairitain all such subcontractors' certificatioris for the
duration of the Matter and must make such certifications promptly available to the. City upon request.

If the Matter is federally funded, federal ,regulations require the. Applicant and all proposed
subcontractors to submit the following information with their bids or in writirig at the outset of
negotiations:
.
,
[]Yes
..
, .;
[]No
I f "Yes," answer the three questions below;

1. Have"you developed and do yoii have on file affirmative action programs pursuarit to applicable
[ ] Yes
[ ] No
2. Have yo.u filed with the Joint Reporting Committee, the Director of the Office of Federal
[ ] Yes
[]No
[]Yes
-- [ ] N o
If you checked "No" to question L or 2. above, please provide an explanation:
Page 10 of 13
SECTION V I I - ACKNOWLEDGMENTS, CONTRACT INCORPORATION,

A. The certifications, disclosures, and acknowledgrnents contained in this,EDS will become part of any
contract or other.agreement between the AppHcant and the City in connection with the Matter, whether
ofany contract or taking other action with respect to the Matter. The Disclosing Party understands that
it must comply with all statutes, ordinances, and regulations on which this EDS is based.
B. The City's Governmental Ethics and Campaign Financing Ordinances, Chapters 2-156 and 2-164 of
the Municipal Code, impose certain duties and obligations on persons or entities seeking City contracts,
Sedgwick St., Suite 500, Chicago, IL 60610, (312) 744-9660. The Disclosing Party must comply fully
with the applicable ordinances.
any contract Or other agreement in connection with which it is submitted may be rescinded or be void or
voidable, and the City may pursue any remedies under the contract or agreement (if not rescinded or
declining to allow the Disclosing Party to participate in other transactions, with the City. Remedies at
law for a false statement of material fact may include incarceration and an award to the City of treble
damages.
,
"D. It is the City's policy to make this document available to"the public on its Internet Site and/or upon
request. Some or all ofthe information provided on this EDS and any attachments to this EDS may be
rights or claims which it may have against the City in connection with the pubhc release of information
contained in this EDS and also authorizes the City to verify the accuracy ofany information submitted
in this EDS.
Party must supplement this EDS up to the time the City takes action on the Matter. If the Matter is a
contract being handled by the City's Department of Procurement Services, the Disclosing Party must
Chapter 1-23 ofthe Municipal Code (imposing PERMANENT I N E L I G I B I L I T Y for certain specified
Page n of 13
F.l.
The Disclosing Party.is not delinquent in the payment of any tax administered by the Illinois
F.2
If the Disclosing Party is the Applicant, the Disclosing Party and its Affiliated-Entities will.not
use, nor permit their subcontractors to use, any facility listed by the U.S. E.P;A; on the federal.ExcIuded
Parties List System ("EPLS") maintained by the U. S. General Services Administration. F.3
If the Disclosing Party is the Applicant, the Diselosing Party win obtain from any
form and substance to those iri F:l .arid F.2. abovearid will riot, without the prior written consent ofthe
City, iise ariy such'cbritractor/subcoritractor that doe's not provide such certifications or that the;
i
Discjosing Party has reason to believe has nbt provided or cannot provide truthful certifications.
NOTE: If the Disclosing Party cannot certify as to any of the items in F.L, F.2. or F.3. aboye, an
explanatoty statement must be attached to this EDS.
CERTIFICATION
Under penalty of pcrjutyj the person signing below: (1) warrants that he/she>is authorized to execute
this EDS and Appendix A (if applicable) bri behalf ofthe Disclosing Party, and (2) warrants that all
certifications arid statements coritairied in tiiis EDS and Appendix A (if applicable) are true, accurate
and coriiplete as of the date furriished to the City.
Missionary Sisters of the SacredHeart, an IHinois not for profit corporation
(Print or type name of Disclosing Party)
(Sign here)
'
' (f
Sr. Joan McGlinchey, MSG

(Print or type name'of penson signing)
Vice-President
(Print or type title ofperson signing)
Signed and sworn to before me on (date)

Cook
County,
Illinois
at
.^^^Z^f^ld''
<ômmission expires:
l ^ ^ y j / j I
January 6, 2016,
(state).
Notary Public.
F'ebruary 6, 2016
Page 12 of 13
"OFFICIALSEAL"
STEPHEWLRU.FFJR
Notary Public, State ot Illinois
My Commission Expires Feb. 06,201B
CITY OF CHICAGO
APPENDIX A
ownership interest in the Applicant exceeding 7.5 percent. It is not to be completed by any legal entity
which has only an indirect ownership interest in the Appiicant.
Under Municipal Code Section 2-154-015, the Disclosing Party must disclose whether such Disclosing Party
or any "Applicable Party" or any Spouse or Domestic Partner thereof currently has a "famihal relationship" with
any elected city official or department head. A "familial relationship" exists i f as ofthe date this EDS is
signed, the Disclosing Party or any "Applicable Party" or any Spouse or Domestic Partner thereof is related tp
the mayor, any alderman, the city clerk, fhe city treasurer or any city department head as spouse or domestic
partner or as any of the following, whether by blood or adoption: parent, child, brother Or sister, aunt or uncle,
or stepmother, stepson or stepdaughter, stepbrother or stepsister or half-brother, or half-sister. ,
"Applicable Party" means (1) all executive officers ofthe Disclosing Party listed in Section n.B.l.a., if the
Disclosing Party is a corporation; all partners ofthe Disclosing Party, if the Disclosing Party is a general
partnership; all general partaers and limited partaers ofthe Disclosing Party, if the Disclosing Party is a limited
partnership; all managers, managing members and members ofthe Disclosing Party, if the Disclosing Party is a
limited liability company; (2) all principal officers of the Disclosing Paity; arid (3) any person havirig rriore .than
a 7.5 percent ownership interest in the Disclosing Party. "Principal officers" means the president, chief
operating officer, executive director, chieffinancialofficer, treasurer br secretaty of a legal eritity or any person
Does the Disclosing Party or any "Applicable Party" or any Spouse or Domestic Partaer thereof currently
[ ] Yes
[S^ô
such person is comiected; (3) the name and titie ofthe elected city official or department head to whom such
Page 13 of 13
ATTACHMENT 1
Missionaty Sisters ofthe Sacred Heait, an Illinois not for profit corporation.
Section II. B. 1.
Members:
'
No^menibers are legal entities. The Directors are the Members.

'Direcifors;'
Sister Barbara Staley;-MSC, Director
Sister Beniadelte Anello,'MSC, Director
Sister Maria Regina Cariale,.MSC, Director
Sistfer Concepcion Vallecillo,, MSG, Director :

Officers
.1
i . . "
,
, "
,,
,.
'
^.
. -
' i .
Sister Bafbara Staley, MSC, President ,;

Sister Joan,Mc,Ghnchey, MSG, Vic,e,Preside^^^^
Sister Joan McGlinchey, MSG, Secretary
Sister Joaquina Costa, MSG, Treasurer
Sister Lucia Martins de Amorim, MSG Assistant Treasurer
Mr, Stephen L. Ruff, Jr. Assistant Secretary
(DO NOT SUBMIT THIS PAGE WITH YOUR EDS. Thepurpose of this page is for you to
recertify your EDS prior to submission to-City CounciLor. onvthe date of closing. If unable to
recertify truthfiilly, the Disclbsing Party.must complete a new EDS with conect or corrected
information)
RECERTIFICATION
Generally, for use with City Council matters. Not for City procurements uriless requested.
Application to rezone property located at 4400-^458 & 4401-4415
This recertification is being submitted i n connection withN- Clarendon Ave andfortax incretnent financing
[identify the Matter]. Underperialtyofpeijuty, the person signing bdow;7(l.) warrants that
he/she is authorized to execute this EDS recertification on behalf of the Disclbsirig Party, (2)
warrants that aU certifications and statements contained in the DisiGlosing: Party's original EDS
ate tme, accurate arid coriiplete as of the datefiimishedtO the City arid.cOntitiue to be tnie,
accurate and complete as of the date of this recertification,. and (3) reaffirms its
acknowledgments.
LF Montrose, LLC
Date:

B\
(sim'here)
James D.,Letchlnger
Tide of signatoty:
Manager and Sole Member
Signed and swom to before me On [date]

County,
_.by
s.i.u'^<i\'(
Notaty Public.
Commission expires:
Vcr. 11-01-05
Z /fc/^?
^Notary Publ'?-f^'^?' u OS I
' My commission EXP
FebruaiY 06,201
[state].
CITY OF CHICAGO
ECONOMIC D I S C L O S U R E S T A T E M E N T
S E C T I O N I - G E N E R A L INFORMATION
LF. Montrose. LLC

Indicate whether tiie Disclosing Party submitting this ED
1. [ ] theApplicant
OR
. .^ .
2. ^ ] a legal entity holding a direct or indirect interest in the Applicant. State the legal name ofthe
Applicant in which the Disclosing Party holds an interest: Montrose clarendon Partners LLC
OR
'
.
3. [ ] a legal entity with a right of control (see Section II.B.l;) State the legiai name ofthe eritity in
. .
908 N. Halsted St..
._,
Chicago. IL 60642
C. Telephone:
312-642-7005
Fax:
312-642-9696
D. Name'of contact person: James Letchinger
Email:
iimtaidlcorp.com
'
.. , ,
F. Brief description of contract, tiansaction or other undertaking (referred to below as the "Matter") to
which thisEDS pertains. (Include project number and location'of property, i f applicable).:, ,
Application to rezone property located at 4400-4458 & 4401-4415 N. Claredon Ave and for tax Incrennent financing
G. "Which City agency or department is requesting this EDS? Department of Planning and Development
If the Matter is a coritract being handled by the City's Department-of Procurement Services, please
Specification #
Ver. 01-01-12
and Contract #
Page 1 of 13
SECTION I I - DISCLOSURE OF OWNERSHIP INTERESTS

[ ] Person
"h^ Limited liability coiupany
[ ] Publicly registered business corporation
( ] Limited liabilily partnership
[ ] Privately held business corporation
[ ] Joint venture
[ ] Sole proprietorship
.,
[ ] General partnership
[ ] Limited partnership
[]Yes
[]No
[ ] Trust
2. For legal entities, the state (or foreign country) ofiucofporatiori or organization, i f applicable::
3. For legal entities not organized in the State of llliuois: Has thcorganization registered to do
business in the State of Illinois as a foreign entity?
[]Yes
'
' " [ ] No
[ ]N/A

1. List below the full names and titles of all executive officers and all directors ofthe entity,
NOTE: For not-for-profit corporations. also list below all members, if any, which are legal entities. I f
there arc no such members, write "no members." For trusts, estates or other similar entities, list below
the legal titlehqlder(s), .
I f the entity is a, general partnership, liniUed partnership, limited liabihty company, limited Hability
partnership or joint venture, list below the name arid title of each general partrier, mariaging member,
manager or any other person orentity that controls the day-to-day management of the Disclosing Party.
Name
,^
Titie
2. Please provide the following information couceruing each person or entity having a dhect or
indirect beneficial interest (including ownership) in exces.s of 7.5% ofthe Disclosing Party. Examples
of such an inlercst include shares in a coi poration, partnership interest iu a partnership or joint venture,
Page 2 of 13
intoi'csl of a member or ninnagcr in a limited liability company, or interest of a beneficiary of a trust,

estate or other similar entity. If none, slate "Noiio." NOTE: Pursuant to Section 2-154-030 ofthe
Municipal Code of Chicago ("Municipal Code"), tlie City may require any such additional informatiott
from any applicant which is reasonably intended to achieve full disclosure,
Name
- Biisiness Address '

Disclosing Party < - . .
SECTION H i - - BUSINESS RELATIONSHIPvS.WITH CJTY ELECTED OFFICIALS

Code, with any City elected official in the 12 months before the date this EDS is sighed?
[]Yes
^No
'
, :.
..;
If yes, please identify below the nanie(s)=of siic,h City elected official(s);and describe such
relationship(s):
SECTION IV ~ DISGLPS.IJRE OF SpBCONTRACTORS ANB' OTHER RETAINED PARTIES

.Tlie.Disclosing Party mustîsclose the name and busiiiess address of each subcbrihactor, isitofiieyi
lobbyist, accoiintant, consiiitant and anyotlicr person or ciitity Vhohi tlie Disciosiii]g"^^
retained
orêxpects to. retain in coniicction.wlth the.Matter, ,as, well as.thc nature of the f eiatibiiship, arid the' total
amoimt ofthe fee.s paid or estimated to be paid. Tlic Dlsclosiiig Party is nofie'4uired-todisclosb
employees who arc paid solely through the bisclosing Party's "regular piiyi'oil.
JVLobbyist" means any-pcrson or entity who undertakes to influence any legislative or administrative
action on behalf ofany person or entity other than: (1) a nbt-fbr-prbfi't'ehtlty, bti"ah uiipaid-hasisi or (2)
himself "Lobbyist" also means any person or entity any part of whose duties as an employee of
Ifthc Disclosing Party is uncertain whether a disclosure is required under this Section, the
Disclosing Parly must cither ask the City whether disclosure is required or make tlie disclosure.
Page 3 of 13

to be retained)
Business
Address

lobbyisf, etc.)

paid or estiriiated.) NOTE:

^ C h e c k here if the Disclosing Party has not retained, nor expects to retain, any such persons or entities.
SECTION V - CERTIFICATIONS
the City must reniain in compliance with their child support obligations throughout the contract's term.
Has any.person \yho directly or indirectly owns 10% br more of the Disclosing Party been declared in
arrearage on any child support obligations by any llliiiois court of competent jurisdiction?
[]Yes
^"piJ^No
[ ] No person directly or indirectly owns 10% or more of the

DisclosingParty.
If "Ycs," has the person entered into a court-approved agreement for payment of all support owed and
,
[ 3 Yes
"^No
L Pursuant to Municipal Code Chapter i-23. Article I ("Article r')(which the Applicant should
consult for defined terms (e.g!, "doing business") and legal requirements), i f the Disclosing Party
certifies as follows; (i) neither the Applicant uor any controlling person is currently indicted or charged
with, or has adiiuttcd guilt of, or has ever been convicted of, or placed under supervision for, any
criminal offense involving actual, attempted, or conspiracy to commit bribety, theft, fraud, forgery,
Applicant understands and acknowledges that compliance with Article 1 is a continuing requirement for
doing business with the City. NOTE: I f Article 1 applies to the Applicanl, the permanent compliance
timeframe in Article I supersedes somefive-yearcoinpliance timeframes iu certifications 2 and 3 below.
Page 4 of 13
2, ; The Disclosing Party and, if the bisclosing Party is a legal entity, all of those persons or entities
identified in Section l l B . l . of this EDS:
a.
are not presently debaried, suspended, proposed for debarment, declared ineligible or voluntarily
b. have not, within afive-yearperiod preceding the date of this EDS, been convicted of a criminal
offense, adjudged guilty, or had a civil judgment rendered against them iu connection with:
obtaining, atlempting to obtain, or performing a public (federal, state or local) transaction or
contract under a public transaction; a violation of federal or state antitrust stahites; fraud;
embezzlement; theft; forgery; bribery; falsification or destruction of records; iriakirig falste'"'
c.
are not presently indicted for. or criminally or civilly charged by, a goyernmental enlity (federal,
state or local) with conmiitting any ofthe offenses set forth iu clause B.'2.b. bf this'Sectiori V;
d. have not, within a five-year period preceding the date of this EDS," had one or more public
transactioris-(federal, state or local).teiniinatpd for cause.or default; and
e.
have not, within afive-yearperiod preceding the date of this EDS, been convicted, adjudged'
guilty;.orfpund liableJna ciyil pro.ceeding, or jn any criminal or civil action, including actions
concernirig;environmen(al yiolatlons, instituted by the City oi* by the federal gbvernirienf.'ariy
3. The certifications in subparts 3, 4 and 5 concern;

the^Disclosirig Party;,! , ,
. i, .
-.
any "Contractor" (meaning any contractor or subcontractor used by the Disclosing Party in
connection with the Matter, including but not limited to all'persons'or legal'entities disclosed "under
' any "Affiliated Entity" (meaning a person or enlity that, directiy or indireotly: controls the
Disclosing Party, is controlled by the Disclosing Party, oris, with tlie Disclosing Party, under
common control of another person or entity. Indicia of control include, without hmitation;
interlocking mauagemcnt or ownership;-identity of interests among family members, shared facilities
and eî!uipment;^comnioii use of employees; or.organizatipii of a busiriess eritity. follbwirig the
ineligibility of a busiriess entity to dp business with federal or state or local goveriiriieht, ihcludiri'g
the eity,;using.substautially the same management, ownership, or priricipals as the ineligible ehtity);
with respect to Contractors, the term Affiliated Entity means a person or entity that directly or
indirectiy contfols the Contractor, is controlled by it, or, with the Contractor, is under common
control of another person or entity; any responsible official of the Disclosing Party, any Contractor or any Affiliated Entity or any
other official, agent or employee of the Disclosing Party, any Contractor Or any Affiliated'Entity,
my A.ffiliatcd Entity (collectively "Agents").
Page 5 of 13
Neither (he Disclosing Party, nor any Contiactor, uor any Affiliated Entity of either tiie Disclosing Party
or ariy Contractor nor any Agents have, during the five years before the date this EDS is signed, or, with
respect to a Contractor, an Affiliated Entity, or an Affiliated Entity of a Contractor during the five, years
Matier:
a.

bribe, a public officer or employee of the City, the Slate oflllinois, or any agency of the federal
government or of any stale or local government hi the United States of America, in that officer's
agreeriient, or been convicted or adjudged guilty of agreement or collusion among bidders or
prospective bidders, in restrairit'of freedom of coinpethion by agreement to bid a fixed price or
otherwise; or
c.
d.
violated the provisions of Municipal Code Section 2-92-610 (Living Wage Ordinance).
4. Neither the Disclosing Party, Affiliated Enlity or Contractor, or any of their employees, officials,
agents or partners, is barred frotn contracting with any unit of state or local government as a result of
engaging in or being convicted of (1) bid-rigging in violation of 720 ILCS 5/33E-r3;, (2).bid-rotating in
violation of 720 ILCS 5/33E-4; or (3) any similar offense ofany state or ofthe United States of
America that contains the same elements as the offense of bid-rigging or bid-rotating. , ,
maintained by the Office of Foreign Assets Control of the U.S. Departnient of the Treasury or the
Bureau of Industry and Security ofthe U.S. Department of Commerce or their successors: the Specially
Designated Nationals List, the Denied Persons List, the Unverified List, the Entity List and tiie
Debarred List.
6. The Disclosing Party understands and shall comply with Hie applicable requirements of Chapters
2-55 (Legislative Inspector General), 2-56 (Inspector General) and 2-156 (Governmental Ethics) of the
Municipal Code.
7. If the Disclosing Party is unable to certify to any of Ihe above statements in this Part B (Further
Page 6 of 13
If the letters "NA," the word "None," or no response appears on the lines above, it will be conclusively,
presumed that the Disclosing Party certified to Ihc above statements,
8. To Ihe best ofthe Disclosing Party's knowledge after reasonable inquiry, the following is a
complete list of all current employees of the Disclosing Party who were, at anytime during the 12morith period preceding'ihe execution date ofthis EDS.an employee, or elected or, appointed, pfficial,
of the City of Chicago (If nonci indicate with "N/A" or "none").
9'. To (he best of the Disclosing Party's knowledge after reasonable inquiry, the following is a
cbmplctc list'bf all'gifts "that the Disclosing-Party lias given oi" causeditp.jbe,giyen,' at;auy time during the
12-month period preceding the execution.date of this EDS, to an employee, or elected or appointed
official, of the City of Chicago, For purposes of this statement, a "gift" does not include: (i) anything
made generally available (o'City employees or to the general public, or (ii) food or drink.proyided in the
course of official City business and having a retail value of less than $20. per recipientXif none, indicate
C, CERTIFICATION OF STATUS AS-FINANCIAL INSTITUTION

1.
The Disclosing'Parly certifies that the Disclo,sing,:Party (check one),,, / ,
[ ]is
^J^l^ not
..
,,
a "finaricial instltiitiOri''as defined in Sectiori 2-32-455(b) of the Municipal Code,.

2.
If theDisclosing Party IS a financial institution, then the Disclosing Party pledges:
"We are iiot arid will not becoine a predatory, lender as defined in Chapter 2-32 of the Municipal
Code. We furlher'pledge that none of our affiliates is, and none of llieni will become, a predatory
lender as defined in Chapter 2-32 ofthe Municipal Code. We understand that becoming a predatory
lender or becoming an affiliate of a predatory lender may result in the loss ofthe privilege of doing
busiriess with the City."
If the Disclosing Party is unable to. make this pledge because it or any of its affiliates (as defined in
2-32 of the Municipal Code, explain here (attach additional pages if necessary):
Page 7 of 13
If the letters "NA," the word "None," or no response appears on the lines above, it will be
conclusively presumed that the Disclosirig Party certified to the above sfateinents.
D, CERTIFICATION REGARDING INTEREST IN CITY BUSINESS
Any words or terms that are defined in Chapter 2-156 ofthe Municipal Code have the same
L h) accordancfe with Section 2-156-110 ofthe Municipal Cbde: Does any official oremployee
of the City have a fiiiaucialiritcrcst in his or her own name or in the name of any otherperson pr
[]Y6S
^ 0
NOTE: Ifyou checked "Yes" to Item D.L, proceed to Items D.2. and D.3. Ifyou checked "No" to
Item D.L, proceed lo Part E,
2. Unless sold pursuant to a process of compeititive bidding, or otherwise permitted, no City
elected official or employee shall have a fiaaucial interest in his or her own name or in (he name of
any-otherperson or entity in the purchase of any property that (i) belongs to the City, or (ii) is sold
for taxes or assessments, or (iii) is sold by virtue of legal process at the suit of the City (cbllectlvely,
"City Property Sale^'). Compensation for property talcen pursuarit to ihe City's emiricnt'doinaui power
does not constitiite a financial interest within the meaning of this Part D .'
<
[]Yes
^ o
3. I f you checked "Yes" to Item D.L, provide the names and business addresses ofthe City
Name
Business Address
Nature of Interest
Please check either L or 2. below. If the Disclosing Party checks 2., the Disciosing Party must
disclose below or in an attachment to (his EDS all information required by paragraph 2. Failure to
Page 8 of 13
X 1 The Disclosing Party verifies that the Disclosing Party has searched any and all records of
from slavery or slaveholder insurarice policies during the slavery era (including insurance policies
the Disclosirig Party has found no such.records.,
Disclbsihg^Party bias foundfirecoi'ds;of investments or profits;fi-pin .slavery.or slayeholder insurance
policies; Tlie Disclosing PartyiVerifies (hat the following constitutes, full disclosure of all such
records, including the names ofany and all slaves or slaveholders described in those records:
SEGTION,yi - CERTIFICATIONS FOR FEDERALLY FUNDED MATTERS

NOTE: I f the^Maftei- is federally funded, complete this Section VI. If tHe M'alfcr is not federally
funded, .proceed to Section,yii. Fo^^^ purposes of diis'S'cctibri VI, tax credits allbcatediby thc'Gity
and proceeds of debt obligations of the City are not fedeial furidirig^^^
1. List below the names of ail persons or enlities registered under the federal Lobbying
Disclosure Act of 1995 who have made lobbying contacts on behalf of the. Disclosing Party with
respect to the Matter; (Add. sheets if necessary):
(If no explanation appears or begins on the lines above, or if the letters "NA" or if the word "None"
appear,~it will be conclusively presumed that the Disclosing Party means that NO persoris or entities
Disclosing Parly with respect to the Matter.)
2, The Disclosing Party has not spent and will not expend any federally appropriated funds to pay
any person or entity listed in Paragraph A.L above for his or her lobbying activities or to pay any person or entity lo influence or attempt to influence an officer or employee ofany agency, as defined by
member of Congress, in connection with the award ofany federally funded contiact, making any
federally funded grant or loan, entering into any cooperative agreemcnl, or fo extend, continue, renew,
amend, or modify any federally funded contiact, grant, loan, or cooperative agreement.
Page 9 of 13
which there occurs any event that niaterially affects the accuracy of the statements and iuformatipn set
forth in paragraphs A. 1. and A.2. above.
4. The Disclosing Party certifies that either; (i) it is not an organization described in section
501(c)(4) of the Iiiterrial Revenue Code of 1986; or(ii).it is an organization described in section .
501(c)(4) of the Internal Revenue Code of 1986 but has not engaged and will not engage in "Lobbying
Activities": c
,
,
. ,
5. If the Disclosing Party is the Applicant, the Disclosing Party. must obtain certifications equal in,
form and substance to paragraphs A.L through A.4. above from all subcontractors before it awards any
subcontract and (he Disclosing Parly must maintain all such subcontractors' certifications for the,
duration of the Matter arid must make such certifications promptly available to the City upon request.,
B, CERTIFICATION REGARDING EQUAL EMPLOYMENT OPPORTUNITY

If the Matter is federally funded, federal regulations require the Apphcant and aU proposed
subcontractors to submit the following information with then bids or in writing at the outset of
uegotiatidus.
Is the Disclosing Parly the Applicant?
' []Yes -
||NO

.1, Have you developed and do you have on file affirniative action.progiams pursuant to applicable
federal regulations? (Sec 41 CFR Part 60-2.)
[ ] Yes
[ ] No
2, Have yoii filed with the Joint Reporting Committee, the Director of the Office of Federal ,
Contract Coinpliance Programs, or the Equal Employment Opportunity Commission all reports due ,
[ ] Yes
[ ] No
[]Yes
[]No
Ifyou checked "No" to question I . or 2. above, picasc provide an explanation:
Page 10 of 13
SECTION VH - ACKNOWLEDGMENTS, CONTRACT INCORPORATION,

The Disclosing Party understands and agrees that;
A. The cortificalions, disclosures, and acknowledgments contained in this EDS Nvillhccome p.art ofany
contract or other agreement betweeri'the Apiilioant and the City in connection with the Matter, whether
procurement. City assistance, or other City action, and arc material inducements to the City'sêxecution
of any contract or taking other action with respect to the Matter, The Disclosing.Party undcr,stands that
it inu'st^coriiply-witli-all s
is.based. ; >
B. The City's GbViJrnmcrital Ethics arid Canipaign.Financing Or.dlnanccs-, Chapt^ 2rl56;and 2-L6,4pf
thb Municipal Code, iiiipbsc certain duties and obligations on pensons or entitics seeking City contrjapts,
work, business, or transacfions, Tho full text of these ordinances and a training program is available on
line at www.citvofchicago.org/Ethics. and may also be obtained from the Cily's Board of Ethics, 740 N.
Sedgwick St., Suite 500, Chicago, IL 60610, (312) 744-9660. The Disclosing Pariy must comply fully
with the applicable ordinances',
.,
: :.
'
C. If the City dctorminos that any infonnation provided in'this EDS Is false, incomplete or;,m8cpura(c^,
nity contract or other agreement in connection with which it is subntittcd may be rescinded or be void or
voidable, and the City may pursue any remedies under the contract or agi;ce.rncnf (if|notTr,escm^^
void), at law, or in equity, including termiriating the Disclosing Party's participation in the Matter and/or
declining to allow the Disclosmg Party to participate in other transactioris',with the City, Remediesjat
law for a false statement of material fact may include incarceration and ari award to the City of treble
damages.
\ :
.,; u
,;
D; It is the City's policy to iriakethis document',available tO'thc public on.its-Internet site,and/or upon
request. Some or all ofthe information provided on this EDSand any altachments,;tp^this:BpS in.ay be
made available to the public on the Internet, in response to a Freedom lof Information Act requost, or
otherwise. By completing and signing this EDS, the Disclosing Parly waives and releases any possible
rights'br claiiris which it may have again.st the City in connection with the public-relcaseôf information
cohtairicd iri this EDS and also authorizes the City to verify the accuracy of any information submitted
in this EDS.
E. Tho information provided in this EDS must be kept current. In the event of changes, the Disclosing
Party must supplement this EDS up to the lime the City takes action on the Matter. If the Matter is a
contract being handled by the City's Department of Procurement Services, the pisclpsing Party must
update this EDS as the contract requires. NOTE: With respect to Matters subject to Article 1 of
Chapter i-23 ofthe Municipal Code (imposing PERMANENT INELIGIBILITY for certain specified
offenses), the inforniation provided herein regarding eligibility must be kept current for a longer period,
as required by Cliapter 1 -23 and Section 2-154-020 of the Municipal Code.
The Disclosing Party represents and warrants (hat:
Page 11 of 13
F. I .
The Disclosing Party is not delinquent in the payment of any tax administered by the Illinois
F.2
If the Disclosing Party is the Applicant, the Disclosing Party and its Affiliated Entities w i l l not
use, nor permit their subcontractors to use, any facility listed by the U.S. E.P.A. on the federal Excluded
Parties List System ("EPLS") maintained by the U. S. General Services Administiation.
F.3
If the Disclbsing Party is the Applicant, the Disclosing Party will obtain from any
form and substance to those in F. 1. and F.2. above and will not, without the prior written consent of the
City, use any such contractor/subcontractorthat docs riot provide such certifications or that the
Disclosing Party has reason to believe has not provided or cannot provide truthful certificatioris.
NOTE; I f the Disclosing-Party cannot certify as toâtiy ofthe items in F.l., F.2; or F.3. above, an
explanatoty statement must be attached to this EDS.
CERTIFICATION
Under penalty of perjuty, the person signing below; (1) warrants that he/she is authorized to execute
this EDS and Appendix A (if applicable) on behalf of the Disclosing Party, and (2) warrants that all
certifications and statements contained in this, EDS arid Appendix A ( i f applicable) are true, accurate
(Print or type name of Disclosing Party)
(Sigy here)
(Print or type titie of person signing)
Signed and sworn to before me on (date)

al
County,
/ U-
(state).
NotaryPyMjc*
ROBERT D. STONE
OFHICIAL SEAL
Notary Public. Siatc ol Ilhnois
My Comniission EKpues
February 06, 2017
Commission expires:
Page
CITY OF CHICAGO
APPENDIX A

This Appendix is (o be completed only by (a) fhe Applicant, and (b) any legal entity which has a direct
ownership interest in thie Apiplicant exceeding 7.5 percent. It is-not to be completed by any. legal entity
whifch Has only an'iridirecf'bwhership M
Under Municipal Code Section 2-,154r015, .thaDiscloslng Party niust .disclose whetlier such Disclosing Pai ty
or any "Applicable Parly" orany Spouse or Domestic .Partner thereof currently hasa "familial relationship'* with
any elected city official or departnient head. A "familial irelationship" exists if, asof the date'this EEiS is signed, the Disclosing Party orany '.'Applicable Party" or any Spouse or Domestic Partner thereof is related to
tlie mayor, any alderman, thie city clerk, the city treasurer bi:* any city aeparmient head-as spOuse or donieslic
partner or as any of the following, whether by blood or adoption: parent, childl-brother or sister, aunt or uncle,
niece or nepliew, grandparent, grandchild, father-iu-law, mother-in-law, son-in-law, daughter-in-law, stepfather
or stepmother, vStepson or stepdaughter, stepbrother or stepsister or half-brother or half-sister. "Applicable Party";means (I) allexecutive.officers of .tlieDispIosing Party listed in.Sectipn,.ll.B.l.a,, if the
Di^sclbsirig Paity is a cbipbration; all partuere of the pisclosing Party, if the D Isclosmg Pairty is a gehefail
partnci'ship; all.generalpartners and liiuited.partiiers ofthe.Disclosiiig Party, if the Disblbsiiig Party'is a liinited''
partnership; all managers, managing members and menibers of tiie Disclosing Paity, If the'Disclosing Party is a
liniited liability company; (2) all prmcipal officers of the Dis'closihg:Palty;' atid'(3) aiiy perso
than
a 7.5 percentownership interest in the Disclosuig Party. 'Trincipalpfficere"
;
operating officer, executive director, chieffinancialofficer, treasurcror secretary of ajega^^^^^
exercising similar authority!
^
, , .
Does the Disclosing Party or any "Applicable Party" or any Spouse or Domestic Paitner thereof currently
[ ] Yes
MNO
If yes, please identify below (1) the name and title of such person, (2)-the name of the legal entityto which
such person is connected; (3) the name and title of the elected city official oi" department head to wJiorii such
Page 13 of 13
CITY OF CHICAGO
APPENDIX B
the Applicant.
Code?
[ ]Yes
[X]No
2-92-416 of tiie Municipal Code?
^
. [ ]Yes
[ ]No
[X] Not AppHcable
3. Ifyes to (1) or (2) above, please identify below the name of the person or legal entity
Not applicable.
y-


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FINAL FOR PUBLICATiON

FINAL FOR PUBLICATION

Plan Commission: Janiiar\'21, 2016

FINAL FOR PUBLICATiON

a Sub-Area B Interim Site/Landscape Plan; a Sub-Area C Site Plan; a Sub-Area C Landscape

FINAL FOR PUBLICATION

FIKAL FOR PUBLICATION

FINAL FOR PUBLICATION

FINAL FOR PUBLICATION

PLANNED DEVELOPMENT 138

Net Site Area (sf)

Maximum Floor Area Ratio (FAR)

Maximum Floor Area (sf)

Maximum Number of Dwelling Units

Maximum Commercial Floor Area

Maximum Site Coverage

Per Site Plans

Minimum Building Setbacks

Per Site Plan

FINAL FOR PUBLICATION

Minimum Number of Off-Street

1 - 10' X 50'; 1 - 10' X 30'; and, 410'x25'

Maximum Building Height (feet)

FINAL FOR PUBLICATION

(always round up)

For Density Bonus projects:

other (describe on back)

Is parking included in the rent for the: affordable units? yes" no

FINAL FOR PUBLICATION

Estimated date for connpletion of construction of the affordable units:

Authorization to Proceed (to be completed by Developer & DPD)

FINAL FOR PUBLICATION

Bedrooms/ Total Square

(60% orless of Unit Mix OK

F!NAL FOR PUBLiCATIOM

2007 Affordable Housing Profile Form (Rental)

(always round up)

For Density Bonus projects:

other (describe on back)

Fil^AL FOR PUBLICATION

Estimated date for completion of construction of the affordable units: To be determined

5'if'bed/^1r,; .;.y>..tA^'-y--''Mff,'-'yy-. .if;^;-.bath

.MO.AZM ^|$iipgp^;-: ;;H;:-759;v-f

SECTION 4: PAYMENT IN LIEU OF UNITS

(to be completed by Developer

Kara Breems, DPD

Median Land Price

MONTROSE CLARENDON PARTNERS LLC

4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE

APRIL 21, 2013

SCALE: 1" = 400'-0"'

EXISTING SITE AERIAL MAP

Zoning data reffeds. aB ordinanoes passed

MONTROSE CLARENDON PARTNERS LLC

4400-24, 4401-4415, 4432-4458 N. CLARENDON AVE

SCALE: 1" = 250'-0"

EXISTING ZONING MAP

!MAL FOR PUBLICATION

MONTROSE CLARENDON PARTNERS LLC

4400-24, 4401-4415,4432-4458 N. CLARENDON AVE

SCALE: 1" = 250"-0"