HomeMy WebLinkAboutRESOLUTIONS-2014-068-R-149/9/2014
68-R-14
A RESOLUTION
Authorizing the City Manager to Negotiate a TIF Grant Agreement
with O'Donnell Investment Company for the Development of a Vacant
Property located at 835 Chicago Avenue
WHEREAS, the City of Evanston, Cook County, Illinois (the "City"), is a
home -rule municipality pursuant to Article VII of the Illinois Constitution of 1970; and
WHEREAS, the City previously established the Chicago and Main TIF
District No. 8 Redevelopment Project Area (the "Redevelopment Project Area"), and
authorized tax increment finance pursuant to the Tax Increment Allocation
Redevelopment Act, 65 ILCS 5/11-74.4-1 et seq., as supplemented and amended,
including the predecessor Act thereof (the "TIF Act"); and
WHEREAS, the City seeks to develop vacant parcels with structures
seeking office use in order to attract new businesses and organizations into the
Redevelopment Project Area with TIF Funds; and
WHEREAS, the O'Donnell Investment Company, an Illinois corporation
("O'Donnell"), is the developer of a vacant parcel of land at 835 Chicago Avenue (the
"Subject Property"), legally described in Exhibit A and incorporated herein by
reference; and
WHEREAS, on July 28, 2014, the City Council adopted Ordinance 32-0-
14 which granted a special use permit to allow construction and operation of a
planned development at the Subject Property, which will consist of a new nine -story
68-R-14
ninety-seven foot tall mixed use commercial, office and residential building consisting
of 15,670 gross square feet of office space; and
WHEREAS, the City seeks to support the development of the office use
portion of the project with TIF funds,
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF EVANSTON, COOK COUNTY, ILLINOIS:
SECTION 1: The City Manager is hereby authorized and directed to
execute a TIF Grant agreement ("Agreement") between the City and O'Donnell
Investment Company, attached hereto as Exhibit 1" and incorporated herein by
reference is the Agreement.
SECTION 2: The City Manager is hereby authorized and directed to
negotiate any additional conditions of the Agreement as he may determine to be in the
best interests of the City.
SECTION 3: This Resolution 68-R-14 shall be in full force and effect
from and after its passage and approval in the manner provided by law.
ney Grey, City Clerk
Adopted: ��trkr � 9, 2014
-2-
Eli eth B. Tisdahl, Mayor
68-R-14
EXHIBIT 1
TIF GRANT AGREEMENT
-3-
TIF FORGIVABLE CONSTRUCTION LOAN AGREEMENT
This TIF Forgivable Construction Loan Agreement (the "Agreement"), is entered
into by and between THE CITY OF EVANSTON, an Illinois municipal corporation ("Lender")
and O'DONNELL INVESTMENT COMPANY, an Illinois corporation ("Borrower") and
effective as of the last date executed on the signature page:
RECITALS
WHEREAS, it has been determined by Lender that an economic development and
unique opportunity exists which warrants funding to Borrower from the Chicago -Main Tax
Increment Financing District No. 8 ("Chicago -Main TIF"); and
WHEREAS, the Borrower requested funding to cover costs of development costs for the
commercial property located at 835-849 Chicago Avenue and 516-534 Main Street, Evanston, IL
60202 ("Subject Property") in order to meet the Borrower's future operation of a planned
development at the Subject Property, which will consist of a new nine -story ninety-seven foot
tall mixed use commercial, office and residential building consisting of 15,670 gross square
feet of office space; and
WHEREAS, the City seeks to support the development of the office use portion of the
project with TIF funds, and
WHEREAS, the Lender has authorized an expenditure of up to Two Million Nine Hundred
Thousand and no/100 Dollars ($2,900,000.00) for a forgivable loan to the Borrower to cover a
portion of the expected project budget, under such terms and conditions as may be prescribed by
the Lender below, for purposes of project financial assistance to cover some of the Project costs
and provide a financial incentive to remain an Evanston business; and
WHEREAS, the City Council has approved Borrower for participation in this Agreement,
subject to the terms and conditions of the TIF Guidelines and this Agreement,
NOW, THEREFORE, in consideration of the foregoing recitals, which are incorporated
herein by this reference, and the mutual obligations of the parties as herein expressed, the City
and Borrower agree as follows:
AGREEMENT
A. DEFINITIONS
The following terms shall have the following meanings whenever used in this
Agreement, except where the context clearly indicates otherwise. Any ambiguity as to the
intended meaning or scope of the terms set forth below will be resolved solely by the City
through its designated representative.
"Borrower" means the company, O'Donnell Investment Company applying for funding
for renovations to the Subject Property and determined eligible participate in this
Agreement.
82880028\V-1
2. "Completion Date" means the date that the contractor has finished the Project pursuant
to the design and architectural plans approved by City Council, the City Manager, or his
designee, and to the satisfaction of Borrower, as evidenced by final payment to the
contractor from Borrower and Final Certificate of Occupancy is issued to the Borrower
by the Building & Inspection Services Division.
3. "Director" means the City's Assistant City Manager and Director of Administrative
Services, Martin Lyons, who is responsible for managing and administering this
Agreement on behalf of the City.
4. "Loan" means the total amount of the funds from the Chicago -Main TIF loaned to
Borrower for purposes of funding TIF Eligible Expenses for the Project, which shall not
exceed Two Million Nine Hundred Thousand and no/100 Dollars ($2,900,000.00), the
amount approved by City Council Resolution 68-R-14.
5. "Loan Term" means how long the Loan exists and expiration of the Parties requirements
under this Agreement, which is ten (10) years in this Agreement.
6. "Last Date of Reimbursement" means the date that the Lender issues the last
reimbursement payment to Borrower. If the last reimbursement is made by check, it will
be the date shown on the check. If reimbursement is made by electronic funds transfer, it
will be the date the Loan funds electronically transferred to the Borrower.
7. "Project" means the improvements to be completed on the Property as proposed by
Borrower.
8. "Subject Property" means the real property at 835-849 Chicago Avenue and 516-534
Main Street, Evanston, IL 60202 which is owned by the Borrower, currently a vacant
parcel described herein. The Property is located within the City of Evanston and is legally
described on Exhibit "A", which is attached hereto and incorporated herein by reference.
9. "TIF Guidelines" means the regulations found in the Illinois Tax Increment Allocation
Redevelopment Act, 65 ILCS 5/I1-74.4 et seq. All terms not defined herein shall have
the meanings ascribed thereto in the TIF Guidelines.
10. "TIF Eligible Expenses" means Project expenses determined to be eligible for
reimbursement from TIF funds by the Illinois Tax Increment Allocation Redevelopment
Act, 65 ILCS 5/11-74.4 et seq.
11. "Total Allowable Expenses" means the total actual costs incurred, and documented by
Borrower and subsequently approved by the Director or his designee for the costs
associated with the performance of the work required by the plans and specifications
and/or architectural/design renderings for the Project. Such allowable expenses must be
TIF eligible activities.
12. "Total Project Expenditure" means the total actual Project costs incurred by and paid
for by Borrower including the costs of construction, materials, and supplies. The Total
-2-
828800Z8\V-1
Project Expenditure includes both the Total Allowable Expenses under TIF and other
remaining costs which are not reimbursable under this Agreement.
B. LOAN
1. Principal Amount: Subject to the term and conditions of the Agreement, the Lender
hereby agrees to provide Borrower the principal sum of up to Two Million Nine Hundred
Thousand and no/100 Dollars ($2,900,000.00) (the "Loan"), to be amortized and
forgivable over a period of ten years (one hundred twenty (120) months) calculated on
365 day calendar and commences on the Last Date of Reimbursement (the "Loan
Term"). The Loan Term and reimbursement obligations shall not commence until the
City's issuance of debt necessary to fund this project has commenced.
2. Interest Rate: Interest will accrue from the Last Date of Reimbursement of the Loan
funds at the rate of LIBOR per annum on the unpaid balance. If a default occurs and not
cured, repayment of principal and interest shall commence immediately in accordance
with the provisions set forth below. The Loan is not transferable. The interest rate will be
calculated on the Last Date of Reimbursement and when the Loan Forgiveness Schedule
is ratified. For illustrative purposes in the Loan Forgiveness Schedule, the LIBOR rate is
set at 3.00%.
3. Amortization Schedule for the Loan: The outstanding principal balance of the Loan is
divided by the total number of years (10) in the Loan Term, and the resulting figure will
be the "installment". The first anniversary date of the Loan shall be one year after the
Last Date of Reimbursement and on said anniversary date, and every year thereafter, the
Loan will be forgiven in accordance with the schedule to be attached as Exhibit B (the
"Loan Forgiveness Schedule"). The forgiveness schedule is for illustration purposes
and not the final Loan Forgiveness Schedule, which will be formed after the Last Date of
the Reimbursement.
4. Collateral: To secure the Loan, the Borrower will ensure that a guaranty for the full Loan
value for the Loan Term is issued (the "Guaranty"), which is attached as Exhibit C and
incorporated herein as if fully restated.
C. CONDITIONS OF FORGIVENESS
The Loan is conditioned on the completion and satisfaction of each part of this Section C and
confirmed by the Director and/or his designee. If Borrower fails to perform any condition
fully set forth herein, it shall be considered an Event of Default, defined in Section N. The
Conditions of Forgiveness are as follows:
1. Project Completion:
a. Borrower shall develop the Subject Property in conformance with the special use
permit authorized by Ordinance 32-0-14 for the construction and operation of a
planned development at the Subject Property, which will consist of a new nine -story
ninety-seven foot tall mixed use commercial, office and residential building
consisting of 15,670 gross square feet of office space. Borrower acknowledges that
-3-
82880028W-1
the TIF Funds are conditioned on Borrower developing and retaining approximately
15,670 square feet of office space at the Subject Property.
b. Borrower shall provide documentation that bids for the Project were sought from no
less than three contractors, of which one must be an Evanston -based contractor. If an
Evanston based contractor is not available to seek bids based on the scope and scale
of the Project work, this requirement will be waived upon confirmation from City
staff that bid solicitation to Evanston based businesses was pursued by Borrower.
2. Recording Memorandum of TIF Forgivable Loan Agreement: Developer shall receive
authority from the owner, Main & Chicago Evanston JV, LLC, a Delaware limited liability
company permitting the recording of a memorandum summarizing this Agreement against
the Subject Property ("Memorandum of TIF Forgivable Loan Agreement"), which is
attached as Exhibit D.
3. Sale to a Third Party: If the Building is sold for a profit greater than the acceptable return
for the investment of this project, the Borrower shall be in Default and any principal and
interest not previously forgiven will be repaid in accordance with Section D (6) and L.
4. Taxable Uses Only: Borrower warrants that it will not lease or otherwise allow any non -
tax generating uses to occupy the commercial portions of the Subject Property until the
Chicago -Main TIF expires.
D. TERMS OF REIMBURSEMENT
1. Reimbursement Payment Requirements: Reimbursement payments shall NOT' be paid
out until: (a) City Council has approved the Agreement; (b) the Agreement is executed;
(c) Project work has commenced; and (d) the City's issuance of debt necessary to fund
the project has occurred. The Loan is funded through the Chicago -Main TIF District.
2. Borrower hereby agrees to comply with all terms and conditions of this Agreement and
only seek reimbursement of acceptable TIF Eligible Expenses.
5. Borrower may not seek reimbursement in a frequency greater than the following
schedule:
[PROJECT MILESTONES TO BE IDENTIFIED FOLLOWING THE CREATION OF
A CONSTRUCTION MANAGEMENT PLAN]
6. Reimbursement requests to the Director or his designee shall contain the following:
a. Cover letter indicating the total cost of TIF Eligible Expenses that it is seeking
reimbursement and general overview of the Project progress to date;
b. All contractor invoices detailing the specific tasks completed in accordance with
approved Project;
c. Proof of payment of all invoices for all expenditures for the Project covered by this
Loan; and
d. Unconditional partial lien releases.
4. Such reimbursement requests shall include proof of payment to all contractors, suppliers,
and vendors. Borrower is responsible for all payments to the contractors, materials
-4-
82880028W-1
suppliers, and vendors, and for providing true and correct copies of unconditional lien
releases to the City.
The Director or his designee will not issue any Reimbursement to the Borrower if there is
any violation of any law, ordinance, code, regulation, or Agreement term. Lastly,
Borrower must be current with all City of Evanston accounts prior to any reimbursement.
6. The total amount of the Loan will be forgiven in accordance with the schedule attached as
Exhibit B ("Loan Forgiveness Schedule"). At the end of the Loan Term, the Loan will
be deemed forgiven and the balance will be zero and the Guaranty is released.
E. BORROWER'S RESPONSIBILITIES
The Borrower shall obtain and submit all required certificates of insurance, as set forth
herein, to the Director or his designee upon execution of this Agreement and prior to
City's execution.
2. The Borrower shall be responsible for hiring a licensed contractor to complete the Project.
The Director or his designee may require submission of proof of the State License issued
to the selected contractor.
3. The Borrower is responsible for contacting the appropriate City departments to arrange for
obtaining all necessary approvals and/or permits required for construction and completion
of the Project.
4. The Borrower is responsible for managing, monitoring, and scheduling the construction of
the Project and ensuring its compliance with all applicable federal, State, and local laws
and regulations.
Borrower shall during the Term, and for a period of 2 years following the expiration of the
Term, keep and make available for the inspection, examination and audit by City or
City's authorized employees, agents or representatives, at all reasonable time, all records
respecting the services and expenses incurred by Borrower, including without limitation,
all book, accounts, memoranda, receipts, ledgers, canceled checks, and any other
documents indicating, documenting, verifying or substantiating the cost and
appropriateness of any and all expenses. If any invoice submitted by Borrower is found to
have been overstated, Borrower shall provide City an immediate refund of the
overpayment together with interest at the highest rate permitted by applicable law, and
shall reimburse all of City's expenses for and in connection with the audit respecting such
invoice.
6. The Borrower shall be fully responsible for ensuring that all invoices from the
contractors, suppliers, vendors and/or other third parties are paid and shall only seek
reimbursement after payment has been disbursed by Borrower to the applicable party.
F. THE CITY'S RESPONSIBILITIES
-5-
82880028\V-1
1. Within a reasonable time after Borrower submits a request for a Reimbursement, the City
will review the information provided by Borrower under Section D.
2. Director or his designee shall review Borrower's request and accompanying documents
for a Reimbursement Payment. If Borrower meets all its terms, conditions, and
obligations under this Agreement and the TIF Guidelines, the Director or his designee
shall issue the Payment in installments up to the total amount of the Loan in accordance
with the Local Government Prompt Payment Act, after City's receipt of the
documentation submitted by Borrower in Section D(3).
3. The City will not object to Borrower or the property owner appealing it's real estate
property taxes. However, if the property taxes are appealed to a level that will result in
an incremental property tax amount that would result in an inability to make debt service
payments for the debt issued to fund this portion of the project, the Borrower would be
required to step into the shoes of the City and make debt service payments on its behalf.
G. INSURANCE
1. During the entire period in which work on the Project is performed until termination of the
Declaration, the Borrower shall obtain and maintain in full force and effect during said
period the following insurance policies: Comprehensive General Liability Insurance in a
general aggregate amount of not less than $1,000,000, $1,000,000 Products and
Completed Operations Aggregate, and $1,000,000 each occurrence and including.
2. All deductibles on any policy shall be the responsibility of the primary holder of such
policy and shall not be the responsibility of the City of Evanston.
3. Borrower shall provide evidence of required insurance to the Director before execution of
this Agreement. Borrower shall name the City as an additional insured for the Loan
period.
H. OBLIGATION TO REFRAIN FROM DISCRIMINATION
1. Borrower covenants and agrees for itself, its successors and its assigns to the Property, or
any part thereof, that it will not discriminate against any employee or applicant for
employment because of race, color, religion, sex, sexual orientation, marital status,
national origin or ancestry, or age or physical or mental disabilities that do not impair
ability to work, and further that it will examine all job classifications to determine if
minority persons or women are underutilized and will take appropriate affirmative action
to rectify any such underutilization.
2. That, if it hires additional employees in order to perform this contract, or any portion
hereof, it will determine the availability of minorities and women in the area(s) from
which it may reasonably recruit and it will hire for each job classification for which
employees are hired in such a way that minorities and women are not underutilized.
3. That, in all solicitations or advertisements for employees placed by it or on its behalf, it
will state that all applicants will be afforded equal opportunity without discrimination
-6-
82880028W-1
because of race, color, religion, sex, sexual orientation, marital status, national origin,
ancestry, or disability.
I. NO AGENCY CREATED
The Borrower and any contractor, supplier, vendor or any third party hired by Borrower to
complete the Project are not agents or create any employment relationship with the City.
J. INDEMNIFICATION AND HOLD HARMLESS
Borrower shall defend, indemnify and hold harmless City and its officers, elected and appointed
officials, agents, and employees from any and all liability, losses, or damages as a result of
claims, demands, suits, actions, or proceedings of any kind or nature, including without
limitation costs, and fees, including attorney's fees, judgments or settlements, resulting from or
arising out of any negligent or willful act or omission on the part of the Borrower or Borrower's
subcontractors, employees, agents or subcontractors during the performance of this Agreement.
Such indemnification shall not be limited by reason of the enumeration of any insurance
coverage herein provided. This provision shall survive completion, expiration, or termination of
this Agreement. Nothing contained herein shall be construed as prohibiting City, or its officers,
agents, or employees, from defending through the selection and use of their own agents,
attorneys, and experts, any claims, actions or suits brought against them. Borrower shall be liable
for the costs, fees, and expenses incurred in the defense of any such claims, actions, or suits.
Nothing herein shall be construed as a limitation or waiver of defenses available to City and
employees and agents, including without limitation the Illinois Local Governmental and
Governmental Employees Tort Immunity Act, 745 ILCS 10/1-101 et seq. At the City
Corporation Counsel's option, Borrower must defend all suits brought upon all such Losses and
must pay all costs and expenses incidental to them, but the City has the right, at its option, to
participate, at its own cost, in the defense of any suit, without relieving Borrower of any of its
obligations under this Agreement. Any settlement of any claim or suit related to activities
conducted under this Project by Borrower must be made only with the prior written consent of
the City Corporation Counsel, if the settlement requires any action on the part of the City. No
member, official, agent, legal counsel or employee of the City shall be personally liable to the
Borrower, or any successor in interest in the event of any default or breach by the City or for any
amount which may become due to Borrower or successor or on any obligation under the terms of
this Agreement.
K. COMPLIANCE WITH LAW
The Borrower agrees to comply with all the requirements now in force, or which may hereafter
be in force, of all municipal, county, state and federal authorities, pertaining to the development
and use of the Property, construction of the Project, ongoing operations conducted on the
Property, and use of Loan funds. In addition, pursuant to the Illinois Freedom of Information
Act, 5 ILCS 140/7(2), records in the possession of others whom the City has contracted with to
perform a governmental function are covered by the Act and subject to disclosure within limited
statutory timeframes (five (5) working days with a possible five (5) working day extension).
Upon notification from the City that it has received a Freedom of Information Act request that
calls for records within the Borrower's control, the Borrower shall promptly provide all
requested records to the City so that the City may comply with the request within the required
-7-
82880028\V-1
timeframe. The City and the Borrower shall cooperate to determine what records are subject to
such a request and whether or not any exemptions to the disclosure of such records, or part
thereof, are applicable. Vendor shall indemnify and defend the City from and against all claims
arising from the City's exceptions to disclosing certain records which Vendor may designate as
proprietary or confidential. Compliance by the City with an opinion or a directive from the
Illinois Public Access Counselor or the Attorney General under FOIA, or with a decision or
order of Court with jurisdiction over the City, shall not be a violation of this Section.
L. DEFAULT; REMEDIES; DISPUTE RESOLUTION
1. Notice of Default: In the event of failure by either party hereto substantially to perform
any material term or provision of this Agreement, including but not limited to conditions
contained in Sections C and D, the non -defaulting party shall have those rights and
remedies provided herein, provided that such non -defaulting party has first provided to
the defaulting party a written notice of default in the manner required by Section N
hereof identifying with specificity the nature of the alleged default and the manner in
which said default may be satisfactorily be cured.
2. Cure of Default: Upon the receipt of the notice of default, the alleged defaulting party shall
promptly commence to cure, correct, or remedy such default within a 15-day period, and
shall continuously and diligently prosecute such cure, correction or remedy to
completion.
3. City Remedies not Exclusive; Repayment of Pro Rata Share of Loan: If an Event of
Default occurs, which Borrower has not cured within the timeframe set forth in
subparagraph 2 above, the City, at its option, may terminate this Agreement and/or may
institute legal action in law or in equity to cure, correct, or remedy such default, enjoin
any threatened or attempted violation, or enforce the terms of this Agreement. In the
event of a Default by Borrower that occurs after the City has disbursed in whole or in part
the Loan funds, the "Pro Rata Repayment Amount" and interest, at the rate of LIBOR +
1% per annum shall be due and payable within 30 days of Default. The amount due and
owing following an Event of Default, which is not cured by Borrower, shall be calculated
according to the Date of Default and the amount outstanding from the Loan Forgiveness
Schedule, outlined in Exhibit B. All payments shall be first credited to accrued interest,
next to attorney's fees and costs which may be owing from time to time, and then to
principal. Payments shall be made to City at the address set forth in Section M herein or
at such other address as City may direct pursuant to notice delivered to Borrower in
accordance with Section M.
4. Borrower's Exclusive Remedies: The parties acknowledge that the City would not have
entered into this Agreement if it were to be liable in damages under, or with respect to,
this Agreement or any of the matters referred to herein, including the Project, except as
provided in this Section. Accordingly, Borrower shall not be entitled to damages or
monetary relief for any breach of this Agreement by the City or arising out of or
connected with any dispute, controversy, or issue between Borrower and the City
regarding this Agreement or any of the matters referred to herein, the parties agreeing
that declaratory and injunctive relief and specific performance shall be Borrower's sole
and exclusive judicial remedies.
-8-
82880028\V-1
M. TERMINATION
If Borrower shall fail to cure any Event of Default upon notice and within the time for cure
provided for in XVII below, the City may, by written notice to the Borrower, terminate this
Agreement. Such termination shall trigger the "Repayment of Pro Rata Share of Reimbursement
defined in XVII. Borrower may not terminate this Agreement without the express written
consent of City.
N. NOTICES
All notices permitted or required hereunder must be in writing and shall be effected by (i)
personal delivery, (ii) first class mail, registered or certified, postage fully prepaid, or (iii)
reputable same -day or overnight delivery service that provides a receipt showing date and time
of delivery, addressed to the following, parties, or to such other address as any party may, from
time to time, designate in writing in the manner as provided herein:
If to the Lender: City of Evanston
Attn: Wally Bobkiewicz, City Manager
2100 Ridge Avenue
Evanston, IL 60201
With a copy to: City of Evanston
Attn: W. Grant Farrar, Corporation Counsel
2100 Ridge Avenue
Evanston, IL 60201
If to the Borrower: O'Donnell Investment Company
100 N. Riverside, Suite 2150
Chicago, IL 60606
Any written notice, demand or communication shall be deemed received immediately if
personally delivered or delivered by delivery service to the addresses above, and shall be deemed
received on the third day from the date it is postmarked if delivered by registered or certified
mail.
O. APPLICABLE LAW
The internal laws of the State of Illinois without regard to principles of conflicts of law shall
govern the interpretation and enforcement of this Agreement.
P. ATTORNEY'S FEES
In the event that the City commences any action, suit, or other proceeding to remedy, prevent, or
obtain relief from a breach of this Agreement by Borrower, or arising out of a breach of this
Agreement by Borrower, the City shall recover from the Borrower as part of the judgment
against Borrower, its attorneys' fees and costs incurred in each and every such action, suit, or
other proceeding.
-9-
82880028\V-1
Q. SURVIVAL OF TERMS, BINDING UPON SUCCESSORS
The covenants, terms, conditions, representations, warranties, Agreements and undertakings set
forth in this Agreement (and specifically including, without limitation, those covenants, terms,
conditions, representations, warranties, Agreements and undertakings which survive the
termination of this Agreement) shall be binding upon and inure to the benefit of the Parties
hereto and their respective successors, assigns and legal representatives.
R. CONFLICT OF INTEREST
1. No member, official, or employee of the City shall have any personal interest, direct or
indirect, in this Agreement, nor shall any such member, official, or employee participate
in any decision relating to the Agreement which affects his personal interests or the
interests of any corporation, partnership, or association in which he/she is, directly or
indirectly, interested.
2. The Borrower warrants that it has not paid or given, and will not pay or give, any third
person any money or other consideration for obtaining this Agreement.
S. BINDING EFFECT
This Agreement, and the terms, provisions, promises, covenants and conditions hereof, shall be
binding upon and shall inure to the benefit of the parties hereto and their respective heirs, legal
representatives, successors and assigns.
T. AUTHORITY TO SIGN
John O'Donnell hereby represents that he executes this Agreement on behalf of Borrower and
has the full authority to do so and to bind Borrower to perform pursuant to the terms and
conditions of this Agreement.
U. COUNTERPARTS
This Agreement may be executed by each party on a separate signature page, and when the
executed signature pages are combined, shall constitute one single instrument.
V. ENTIRE AGREEMENT AND SEVERABILITY
1. This Agreement and the Exhibits and references incorporated into this Agreement express
all understandings of the parties concerning the matters covered in this Agreement. This
Agreement integrates all of the terms and conditions mentioned herein or incidental
hereto, and supersedes all negotiations or previous agreements between the parties with
respect to all or any part of the subject matter hereof. The Agreement may be amended
from time to time with the written consent of the Parties hereto.
2. If any provision, condition, covenant or other clause, sentence or phrase of this Agreement
is held invalid by a court of competent jurisdiction, such provision shall be deemed to be
-10-
82880028W-1
excised and the invalidity thereof shall not affect any other provision, condition, covenant
or other clause, sentence or phrase contained herein. Notwithstanding the foregoing, if
any such invalid provision goes to the essence of this Agreement so that the purposes of
the Agreement cannot be fulfilled, then this Agreement shall terminate as of the date of
such judgment.
W. NO WAIVER
No failure of either the City or the Borrower to insist upon the strict performance by the other of
any covenant, term or condition of this Agreement, nor any failure to exercise any right or
remedy consequent upon a breach of any covenant, term, or condition of this Agreement, shall
constitute a waiver of any such breach or of such covenant, term or condition. No waiver of any
breach shall affect or alter this Agreement, and each and every covenant, condition, and term
hereof shall continue in full force and effect.
X. FORCE MAJEURE
Performance by any party hereunder shall not be deemed to be in default where delays or
defaults are due to war, insurrection, strikes, lockouts, riots, floods, earthquakes, fires, casualties,
acts of God, acts of the public enemy, restrictive governmental laws and regulations, epidemics,
quarantine restrictions, freight embargoes, lack of transportation or labor and material shortages.
An extension of time for any such cause shall be for the period of the delay, which period shall
commence to run from the time of the commencement of the cause, provided that written notice
by the party claiming such extension is sent to the other party not more than thirty (30) days after
the commencement of the cause or not more than thirty (30) days after the party claiming such
extension could have first reasonably recognized the commencement of the cause, whichever is
later.
[SIGNATURES ON FOLLOWING PAGE]
-11-
82880028\V-]
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date
first above written.
OWNER:
MAIN & CHICAGO EVANSTON JV, LLC, a
Delaware limited liability company
By:
Name:
Title:
CITY:
THE CITY OF EVANSTON, ILLINOIS
By:
Name:
Title:
-12-
azasooza\v-1
STATE OF ILLINOIS )
SS.
COUNTY OF COOK )
1, , a Notary Public in and for said
County, in the State aforesaid, DO HEREBY CERTIFY that John Q. O'Donnell, in his capacity
as manager of OMS-Evanston LLC, an Illinois limited liability company, which is the managing
member of OMS/AR Evanston LLC, a Delaware limited liability company, which is the
managing member of Developer, personally known to me to be the same person whose name is
subscribed to the foregoing instrument as such manager, appeared before me this day in person
and acknowledged that he signed and delivered the said instrument as his own free and voluntary
act, and as the free and voluntary act of said limited liability company for itself and on behalf of
both OMS/AR Evanston LLC and Main & Chicago Evanston JV, LLC, for the uses and purposes
therein set forth.
GIVEN under my hand and notarial seal this day of , 2014.
My Commission Expires:
STATE OF ILLINOIS )
) SS.
COUNTY OF COOK )
I, , a Notary Public in and for said County, in the State
aforesaid, DO HEREBY CERTIFY that Wally Bobkiewicz, as City Manager of the City of
Evanston, Illinois, personally known to me to be the same person whose name is subscribed to
the foregoing instrument as such Wally Bobkiewicz, appeared before me this day in person and
acknowledged that he signed and delivered the said instrument as his own free and voluntary act,
and as the free and voluntary act of said municipality, for the uses and purposes therein set forth.
GIVEN under my hand and notarial seal this day of
My Commission Expires:
, 2014.
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 113
EXHIBIT A
LEGAL DESCRIPTION OF PROPERTY
LOT "A" 1N THE MAIN CONSOLIDATION, BEING A CONSOLIDATION OF LOTS 1, 2 AND 3 IN BLOCK 11
IN WHITE'S ADDITION TO EVANSTON IN SECTION 19, TOWNSHIP 41 NORTH, RANGE 14, EAST OF
THE THIRD PRINCIPAL MERIDIAN, ACCORDING TO THE PLAT THEREOF RECORDED JANUARY 5, 1977
AS DOCUMENT NUMBER 23769201, IN COOK COUNTY, ILLINOIS.
Common Addresses: 835-849 Chicago Avenue and 516-534 Main Street, Evanston, IL 60202
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 114
EXHIBIT B
LOAN FORGIVENESS SCHEDULE
[TO BE INSERTED AT A LATER DATE]
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 115
EXHIBIT C
GUARANTY
Borrower: O'Donnell Investment Company Lender: City of Evanston
Guarantor: [INSERT] Principal Amount: $2,900,000
Loan Term: 10 years (120 months)
Guaranty Term: 10 Years
CONTINUING GUARANTEE OF PAYMENT AND PERFORMANCE. For good and
valuable consideration, Guarantor absolutely and unconditionally guarantees full and punctual
payment and satisfaction of the Indebtedness of Borrower to Lender, and the performance and
discharge of all Borrower's obligations under the Note and the Related Documents. This is a
guaranty of payment and performance and not of collection, so Lender can enforce this Guaranty
against Guarantor even when Lender has not exhausted Lender's remedies against anyone else
obligated to pay the Indebtedness or against any collateral securing the Indebtedness, this
Guaranty or any other guaranty of the indebtedness. Guarantor will make any payments to
Lender or its order, on demand, in legal tender of the United States of America, in same -day
funds, without set-off or deduction, or counterclaim, and will otherwise perform Borrower's
obligations under the Note and Related Documents. Under this Guaranty, Guarantor's liability is
limited to Borrower's obligations under the Note.
INDEBTEDNESS. The word "'Indebtedness" as used in this Guaranty means all of the principal
amount outstanding from time to time and at any one or more times, accrued unpaid interest
thereon and all collection costs and legal expenses related thereto permitted by law, attorneys'
fees, arising from Borrower's obligations under the Note.
CONTINUING GUARANTY. THIS IS A "CONTINUING GUARANTY" UNDER WHICH
GUARANTOR AGREES TO GUARANTEE THE FULL AND PUNCTUAL PAYMENT.
DURATION OF GUARANTY. This Guaranty will take effect when received by Lender
without the necessity of any acceptance by Lender, or any notice to Guarantor or to Borrower,
and will continue in full force until end of the tenth year (120t" month) of the Loan. If Guarantor
elects to revoke this, Guaranty, Guarantor may only do so in writing. Guarantor's written notice
of revocation must be mailed to Lender; by certified mail, at Lender's address listed above or
such other place as Lender may designate in writing. This Guaranty shall bind Guarantor's estate
as to the Indebtedness created both before and after Guarantor's death or incapacity, regardless of
Lander's actual notice of Guarantor's death, Subject to the foregoing, Guarantor's, executor or
administrator or other legal representative may terminate this Guaranty in the same manner in
which Guarantor might have terminated it and with the some effect. Release of any, other
guarantor or termination of any other guaranty of the Indebtedness shall not affect the ability of
Guarantor under this guaranty.
City of Evanston — Forgivable Loan — O'Donnell Investment Company P a g e 116
GUARANTOR'S AUTHORIZATION TO LENDER. Guarantor authorizes Lender, either
before or after any revocation hereof upon written notice to Guarantor by Lender, without
lessening Guarantor's liability under this Guaranty, from time to time (A) to take and hold
security for the payment of this Guaranty or the Indebtedness, and exchange, enforce, waive,
subordinate, fail or decide not to perfect, and release any such security, with or without the
substitution of new collateral; (B) to determine how, when and what application of payments and
credits shall be made on the Indebtedness; and (C) to apply such security and direct the order or
manner of sale thereof, including without limitation. any non judicial sale permitted by the terms
of the controlling security agreement or deed of trust, as Lender in its discretion may determine;
GUARANTOR'S REPRESENTATIONS AND WARRANTIES. Guarantor represents and
warrants to Lender that (A) no representations or agreements of any kind have been made to
Guarantor which would limit or qualify in any way the terms of this Guaranty; (B) Guarantor has
full power, right and authority to enter into this Guaranty; (C) the provisions of this Guaranty do
not conflict with or result in a default under any agreement or other instrument binding upon
Guarantor and do not result in a violation of any law, regulation, court decree or order applicable
to Guarantor;" (D) upon Lender's request, Guarantor will provide to Lender financial and credit
information in form acceptable to Lender, and all such financial information which currently has
been, ,and all future financial information which will be provided Lender is and will be true and
correct in all material respects and fairly present, Guarantor's financial condition as of the dates
the financial information is provided; (E) no material adverse change has occurred in Guarantor's
financial condition since the date of the most recent financial statements provided to Lender and
no event has occurred which may materially adversely affect Guarantor's financial condition; and
(J) Guarantor has established adequate means of obtaining from Borrower on a continuing basis
information regarding Borrower's financial condition. Guarantor agrees to keep Lender
adequately informed from any relevant facts, events, or circumstances which might in any way
affect Guarantor's risks under this Guaranty.
GUARANTOR'S WAIVERS. Except as prohibited by applicable law, Guarantor waives any
right to require Lender (A) to continue lending money or to extend other credit to Borrower; (B)
to proceed directly against or exhaust any collateral held by Lender from Borrower, any other
guarantor, or any other person; and (C) to pursue any other remedy within Lender's power;
SUBORDINATION OF BORROWER DEBTS TO GUARANTOR. Guarantor agrees that
the indebtedness, whether now existing or hereafter created, shall be superior to any claim that
Guarantor may now have or hereafter acquire against Borrower, whether or not Borrower
becomes insolvent. Guarantor hereby expressly subordinates, any claim Guarantor may have
against Borrower, upon an account whatsoever, to any claim that Lender may now or hereafter
have against Borrower. In the event of insolvency and consequent liquidation of the assets of
Borrower, through bankruptcy, by an assignment for the benefit of creditors, by voluntary
liquidation, or otherwise, the assets of Borrower applicable to the payment of the claims of both
Lender and Guarantor shall be paid to Lender and shall be first applied by Lender to the
indebtedness. Guarantor does hereby assign to Lender all claims which it may have or acquire
against Borrower or against any assignee or trustee in bankruptcy of Borrower; provided
however, that such assignment shall be effective only for the purpose of assuring to Lender full
payment in legal tender of the Indebtedness.
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 117
MISCELLANEOUS PROVISIONS. The following miscellaneous provisions are a part of this
Guaranty:
Amendments. This Guaranty together with any Related Documents, constitutes the
entire understanding and agreement of the parties as to the matters set forth in this
Guaranty, No alteration of or amendment to this- Guaranty shall be effective unless given
in writing and signed by both parties.
Caption Headings. Caption headings in this Guaranty are for convenience purposes only
and are not to be used to interpret or define the provisions of this Guaranty.
Governing law. This Guaranty will be governed by federal law applicable to Lender and,
to the extent not preempted by federal law, the' laws of the State of Illinois without regard
to its conflicts of law provisions.
Integration. Guarantor further agrees that Guarantor has read and fully understands the
terms of this Guaranty; Guarantor has had the opportunity to be -advised by Guarantor's
attorney with respect to this Guaranty; the Guaranty fully reflects Guarantor's intentions
and parol evidence is not required to interpret the terms of this Guaranty. Guarantor
hereby indemnifies and holds Lender harmless from all losses, claims, damages, and
costs (including Lender's attorneys' fees) suffered or incurred by Lender as a result of any
breach by Guarantor of the warranties, representations and agreements of this paragraph.
Interpretation. In all cases where there is more than one Borrower or Guarantor, then all
words used in this Guaranty in the singular shall be deemed to have been used in the
plural where the context and construction so require; and where there is more than one
Borrower named in this Guaranty or when this Guaranty is executed by more than one
Guarantor, the words "Borrower" and "Guarantor" respectively shall mean all and
anyone or more of them. The words "Guarantor," "Borrower," and "Lender" include the
heirs, successors, assigns, and transferees of each of them, If a court finds that any
provision of this Guaranty is not valid or should not be enforced, that fact by itself will
not mean that the rest of this Guaranty will not be valid or enforced. Therefore, a court
will enforce the rest of the provisions of this Guaranty even if a provision of this
Guaranty may be found to be invalid or unenforceable. If anyone or more of Borrower or
Guarantor are corporations, partnerships, limited liability companies, or similar entities, it
is not necessary for Lender to inquire into the powers of Borrower or Guarantor or of the
officers, directors, partners, managers, or other agents acting or purporting to act on their
behalf, and any indebtedness made or created in reliance upon the professed exercise of
such powers shall be guaranteed under this Guaranty.
Notices. Any notice required to be given under this Guaranty shall be given in writing,
and, except for revocation notices by Guarantor, shall be effective when actually
delivered, when actually received by tele-facsimile (unless, otherwise required by law)
when deposited with a nationally recognized overnight courier, or, if mailed, when
deposited in the United States mail, as first class, certified or registered mail postage
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 118
prepaid, directed to the addresses shown near the beginning of this Guaranty. All
revocation notices by Guarantor shall be in writing and shall be effective upon delivery to
Lender as provided in the section of this Guaranty entitled "DURATION OF
GUARANTY." Any party may change its address for notices under this Guaranty by
giving formal written notice to the other parties, specifying that the purpose of the notice
is to change the party's address, For notice purposes, Guarantor agrees to keep Lender
informed at all times of Guarantor's current address.
No Waiver by Lender. Lender shall not be deemed to have waived any rights under this
Guaranty unless such waiver is given in writing and signed by Lender. No delay or
omission on the part of Lender in exercising any right shall operate as a waiver of such
right or any other right. A waiver by Lender of a provision of this Guaranty shall not
prejudice or constitute e waiver of lender's right otherwise to demand strict compliance
with that provision or any other provision of this Guaranty. No prior waiver by Lender,
nor any course of dealing between Lender and Guarantor, shall constitute a waiver of any
of Lender's rights or of any of Guarantor's obligations as to any future transactions,
Whenever the consent of Lender is required under this Guaranty, the granting of such
consent by Lender in any Instance shall not constitute continuing consent to subsequent
instances where such consent is required and in all cases such consent may be granted or
withheld in the sole discretion of Lender.
Successors and Assigns. Subject to any limitations stated in this Guaranty on transfer of
Guarantor's interest, this Guaranty shall be binding upon and inure to the benefit of the
parties, their successors and assigns.
DEFINITIONS. The following capitalized words and terms shall have the following meanings
when used in this Guaranty. Unless specifically stated to the contrary, all references to dollar
amounts shall mean amounts in lawful money of the United States of America. Words and terms
used in the singular shall include the plural, and the plural shall include the singular, as the
context may require. Words and terms not otherwise defined in this Guaranty shall have the
meanings attributed to such terms in the Uniform Commercial Code:
Borrower. The word "Borrower" means O'Donnell Investment Companv and includes
all co-signers and co --makers signing the Note and all their successors and assigns.
GAAP. The word "GAAP" means generally accepted accounting principles.
Guarantor. The word "Guarantor" means [insert] and in each case, any signer's
successors and assigns.
Guaranty. The word "Guaranty" means this guaranty from Guarantor to Lender.
Indebtedness. The word "Indebtedness" means Borrower's indebtedness to Lender as
more particularly described in this Guaranty.
Lender. The word "Lender" means Citv of Evanston. its successors and assigns.
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 119
Note. The word "Note" means and includes without limitation all of Borrower's
promissory notes and/or credit agreements evidencing Borrower's loan obligations in
favor of Lander, together with all renewals of, extensions of, modifications of,
substitutions for promissory notes or credit agreements.
Related Documents. The words "Related Documents" mean all promissory notes, credit
agreements, loan agreements, environmental agreements, guaranties, security
'agreements, mortgages, deeds of trust, security deeds, collateral mortgages, and all other
instruments, agreements and documents, whether now or hereafter existing, executed in
connection with the Indebtedness.
EACH UNDERSIGNED GUARANTOR ACKNOWLEDGES HAVING READ ALL THE
PROVISIONS OF THIS GUARANTY AND AGREES TO ITS TERMS, IN ADDITION,
EACH GUARANTOR UNDERSTANDS THAT THIS GUARANTY IS EFFECTIVE
UPON GUARANTOR'S EXECUTION AND DELIVERY OF THIS GUARANTY TO
UNDER AND THAT THE GUARANTY WILL CONTINUE UNTIL TERMINATED IN
THE MANNER SET FORTH IN THE SECTION TITLED "DURATION OF
GUARANTY", NO FORMAL ACCEPTANCE BY LENDER IS NECESSARY TO MAKE
THIS GUARANTY EFFECTIVE, THIS GUARANTY is DATED , 2014.
GUARANTOR:
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 120
EXHIBIT D
MEMORANDUM OF TIF FORGIVABLE CONSTRUCTION LOAN AGREEMENT
[TO BE INSERTED AT A LATER DATE]
City of Evanston — Forgivable Loan — O'Donnell Investment Company Page 121