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MINUTES NOVEMBER 14, 2017

The Community Preservation Committee (CPC) held a regular meeting at 6:30pm in the third floor community room at the Visiting Nurse Association, 259 Lowell Street, Somerville, MA 02144. The audio recording was corrupted so is not available.

The chair opened the meeting at 6:35p.m. Agenda item 1: Public comment period No members of the public were present. Agenda item 2: Review minutes from September 27 meeting Upon a motion from Mr. Franzen, seconded by Ms. Duclos-Orsello, the Committee voted 6-0 to approve the minutes from the September 27 meeting. Agenda item 3: Continue housing bonding request discussions: Clarendon Hills and 100 Homes Mr. Feloney presented an update on both the Clarendon Hills and 100 Homes projects. The Committee requested the Housing Trust provide regular updates on the Clarendon Hills project to the CPC. The Committee voted 6-0 to recommend bonding up to $10 million for the Clarendon Hills and 100 Homes projects. Agenda item 4: Review Somerville Affordable Housing Trust Fund semi-annual report The Committee members discussed the report submitted by the Trust. Agenda item 5: Consideration for Elizabeth Peabody House emergency request Upon a motion by Mr. Glenn, seconded by Ms. Murugan, the Committee voted 4-1 to allow the Elizabeth Peabody House to submit an application for FY18 CPA funds. Mr. Fager voted in opposition.

MEMBERS Michael Fager, Chair

Uma Murugan, Vice Chair Dick Bauer

Michael A. Capuano Jane Carbone

Elizabeth Duclos-Orsello James McCallum

Luisa Oliveira Jessica Palacios Yamakawa

STAFF

Kristen Stelljes

Members Present Chair Dick Bauer, Vice Chair Michael Fager, Elizabeth Duclos-Orsello, Arn Franzen, Ezra Glenn, Uma Murugan, and Jessica Palacios Yamakawa

Members Absent Michael Capuano and James McCallum

Staff Present Emily Monea and Mike Feloney

Others Present Danny LeBlanc and Scott Hayman, Somerville Community Corporation and a representative from Preservation of Affordable Housing (POAH)

JOSEPH A. CURTATONE

MAYOR

CITY OF SOMERVILLE, MASSACHUSETTS

COMMUNITY PRESERVATION COMMITTEE

Agenda item 6: Review state match and budget adjustments Ms. Monea updated the Committee on the budget adjustments necessary to request of the Board of Aldermen in order for the CPA accounts to match the allocations established in the Community Preservation Plan. The FY18 budget was approved by the Board of Aldermen before the Community Preservation Plan was finalized so only provides the 10% minimums for each of the three categories of affordable housing, historic preservation, and open space/recreation land. The Department of Revenue had not yet released the final state match figures. Ms. Monea will share the information with the Committee when it is available. Upon a motion by Mr. Fager, seconded by Mr. Franzen, the Committee voted 6-0 to recommend that the Board of Aldermen appropriate the excess CPA fund revenues from any additional state match received to the CPA Fund Budgeted Reserve. Upon a motion by Ms. Murugan, seconded by Mr. Fager, the Committee voted 6-0 to recommend that the Board of Aldermen transfer CPA funds totaling $1,179,522 plus any additional state match funds received from the CPA Fund Budgeted Reserve to the designated CPA reserves so that the Community Housing Reserve will receive 45% of CPA funds and the Historic Resources and Open Space/Recreation Land Reserves will receive 15% of CPA funds. Upon a motion by Mr. Glenn, seconded by Ms. Murugan, the Committee voted 6-0 to recommend the Board of Aldermen appropriate $1,179,522 plus 45% of any additional state match funds from the CPA Fund Community Housing Reserve to the Affordable Housing Trust Fund. Agenda item 7: Update on CPC general public member recruitment process Jane Carbone has been nominated by the selection committee for the CPC general public member seat opening as Mr. Glenn reaches his term limit. Mayor Curtatone has accepted this nomination, which now needs to be approved by the Board of Aldermen. Agenda item 8: Discuss project presentation meetings The Committee planned for the project presentation meetings scheduled for January 16 and 24 both at 7:00pm at the Visiting Nurse Association. Agenda item 9: Review CPA semi-annual report The Committee reviewed the CPA semi-annual report. Agenda item 10: Reflections on the CPA 5th Anniversary and CPA and the City Forum Approval of minutes from final sub-committee meeting Upon a motion by Ms. Murugan, seconded by Mr. Fager, the Committee voted 5-0 to approve the minutes with Mr. Glenn abstaining.

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Agenda item 11: 2018 officer elections Mr. Bauer nominated Mr. Fager to serve as chair. This nomination was seconded by Ms. Murugan. The Committee elected Mr. Fager chair with a vote of 6-0. Mr. Glenn nominated Ms. Murugan to service as vice chair. The nomination was seconded by Mr. Franzen. The Committee elected Ms. Murugan vice chair with a vote of 6-0. Agenda item 12: Recognition of outgoing members Mr. Franzen and Mr. Glenn were recognized for their contributions to the Committee. Both will reach their term limit on December 31, 2017. Agenda item 13: Other business ArtFarm Next meeting: Project presentations will be held on January 16 and 24, both at 7:00 at the VNA. Meeting Adjournment Upon motion from Mr. Franzen, seconded by Mr. Glenn, the Committee voted 6-0 to adjourn the meeting. Documents and Exhibits

• Agenda • Minutes from the September 27, 2017 meeting • Memo from the Somerville Affordable Housing Trust Fund regarding the CPC bonding request in

support of Clarendon Hill public housing reconstruction and City of Somerville/Somerville Community Corporation 100 Homes Initiative

• Somerville Affordable Housing Trust Fund semi-annual CPA report • Eligibility determination submission from the Elizabeth Peabody House • Presentation on mid-year CPA fund adjustments • Summary statements from CPC general public member applicants • Resume from Jane Carbone, selected to serve as a CPC general public member • Flyer for FY18 project presentation meetings • CPA semi-annual report • Minutes from August 16 CPA events sub-committee meeting

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Respondents felt that CPA reflects Somerville’s goals and appreciates the public nature of the CPA. They

want to ensure that community projects continue to be supported even if they may have a smaller reach

than City managed projects. The majority of CPA funded projects are located in environmental justice

neighborhoods. However, it has been difficult to attract diverse applicants for funding and for CPC

general public members.

Her recommendations include:

Conduct a City‐wide needs assessment

Approach outreach in a more structured way

Clearly delineate roles between CPC members and the CPA Manager

Establish a learning network for CPA implementers

Create a process to request and receive long‐term funding

Engage a team to conduct future CPA evaluations

Ms. Murugan said she would be interested in following up with the findings from the evaluation once

Ms. Stelljes returns in February.

Agenda item 3: Approve minutes from July 26 and August 16 meetings

Upon a motion by Ms. Murugan, seconded by Mr. McCallum, the CPC voted 5‐0, with Ms. Duclos‐

Orsello and Mr. Glenn abstaining, to approve the minutes from the July 26th meeting.

Upon a motion by Mr. Franzen, seconded by Ms. Murugan, the CPC voted 4‐0, with Ms. Duclos‐Orsello,

Mr. Glenn, and Ms. Palacios Yamakawa abstaining, to approve the minutes from the August 16th

meeting with corrections.

Agenda item 4: Overview of Somerville’s campaign contribution ordinance

Mr. Grossfield, Assistant City Solicitor, reviewed the new campaign contribution ordinance with the CPC

members. The ordinance requires applicants for $50,000 or more in CPA funding to disclose the

campaign contributions of their leadership to local candidates. The total contributions that organization

leaders and their family make to local candidates cannot be more than $500 combined. If more is given,

the members of the leadership can request a refund from the candidate. The ordinance is enforced by

the City Ethics Commissioner and the Auditor. It is Ms. Stelljes’ responsibility as the staff for the CPC to

monitor the forms, but she is not required to verify the information.

Ms. Duclos‐Orsello raised the concern that this requirement may make it more difficult for community

organizations to apply because they are less likely to be aware of the ordinance and it does not apply to

City staff. She asked Ms. Stelljes to monitor the implications on applicants.

Agenda item 5: Review of FY18 Eligibility Determination Forms

Prospect Hill Park Rehabilitation


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Upon a motion by Ms. Murugan, seconded by Ms. Duclos‐Orsello, the CPC voted 8‐0 to determine the

Prospect Hill Park application eligible for CPA funding.

Archives Compact Shelving

Upon a motion by Mr. Bauer, seconded by Mr. Franzen, the CPC voted 8‐0 to determine the compact

shelving application eligible for CPA funding.

Preservation and Access of Election Records

Upon a motion by Ms. Murugan, seconded by Ms. Palacios Yamakawa, the CPC voted 8‐0 to determine

the elections record application potentially eligible for CPA funding. The project will be fully eligible

pending a favorable determination of historic significance by the Historic Preservation Commission.

Historic Document Mold Remediation

Upon a motion by Ms. Duclos‐Orsello, seconded by Ms. Murugan, the CPC voted 8‐0 to determine the

mold remediation application eligible for CPA funding.

Honoring Somerville High School’s History

Upon a motion by Ms. Murugan, seconded by Ms. Duclos‐Orsello, the CPC voted 7‐1, with Mr. Fager

dissenting, to determine the Honoring Somerville High School’s History application potentially eligible

for CPA funding. The project will be fully eligible pending a favorable determination of historic

significance by the Historic Preservation Commission.

ADA Compliance Improvements at Boston Center of the Self‐Realization Fellowship

Upon a motion by Ms. Duclos‐Orsello, seconded by Mr. Bauer, the CPC voted 7‐1, with Mr. Fager

dissenting, to determine the Self‐Realization Fellowship application potentially eligible for CPA funding.

The project will be fully eligible pending a favorable determination of historic significance by the Historic

Preservation Commission and a favorable ruling by the Supreme Judicial Court on the use of CPA funds

to restore historically significant religious buildings.

Mr. Fager raised a concern that funding this project would violate the anti‐aid amendment. Ms.

Stelljes said she spoke about this project with David Shapiro in the City Solicitor’s office and he said that

he believes there is sufficient public access to make the project eligible for CPA funding. Ms. Stelljes has

spoken with the applicants and has asked them to consider expanding the public access they offer.

Mission Church of Our Lord Jesus Christ

Upon a motion by Ms. Duclos‐Orsello, seconded by Mr. Glenn, the CPC voted 7‐1 to determine the

Mission Church application potentially eligible for CPA funding. The project will be fully eligible pending

a favorable ruling by the Supreme Judicial Court on the use of CPA funds to restore historically

significant religious buildings.

Grace Baptist Church Phase II

Upon a motion by Ms. Duclos‐Orsello, seconded by Mr. Bauer, the CPC voted 7‐0‐1, with Mr. Glenn

abstaining, to determine the Grace Baptist Church application eligible for CPA funding.


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Adelbert Carpenter House Dormer Rehab/Restoration

Upon a motion by Ms. Duclos‐Orsello, seconded by Ms. Palacios Yamakawa, the CPC voted 8‐0 to

determine the Carpenter House application eligible for CPA funding.

Somerville Armory Window Project

Upon a motion by Ms. Murugan, seconded by Mr. Franzen, the CPC voted 8‐0 to determine the Armory

Window application eligible for CPA funding.

Somerville Community Growing Center Rehabilitation and Restoration Implementation

Upon a motion by Ms. Murugan, seconded by Ms. Duclos‐Orsello, the CPC voted 8‐0 to determine the

Growing Center application eligible for CPA funding.

Blessing of the Bay Park Revitalization Phase 2

Upon a motion by Mr. Franzen, seconded by Ms. Murugan, the CPC voted 7‐0 with Mr. Fager abstaining

to determine the Blessing of the Bay Park application eligible for CPA funding.

Dilboy Auxiliary Fields Redesign

Upon a motion by Ms. Duclos‐Orsello, seconded by Ms. Murugan, the CPC voted 8‐0 to determine the

Dilboy Auxiliary application potentially eligible for CPA funding. The project will be fully eligible once it

receives support from the property owner, the Department of Conservation and Recreation.

East Somerville Community School Schoolyard Enhancement Project

Upon a motion by Ms. Murugan, seconded by Mr. Franzen, the CPC voted 8‐0 to determine the East

Somerville Community School application eligible for CPA funding.

Schoolyard Design‐ Brown and West Somerville Neighborhood Schools

Upon a motion by Mr. Glenn, seconded by Ms. Murugan, the CPC voted 7‐0, with Mr. Franzen

abstaining, to determine the schoolyard design application eligible for CPA funding.

Community Path Landscape Design

Upon a motion by Mr. Bauer, seconded by Ms. Duclos‐Orsello, the CPC voted 7‐0, with Mr. Franzen

abstaining, to determine the Community Path application eligible for CPA funding.

Agenda item 6: Reflections on CPA 5th Anniversary and CPA and the City Forum

Discussion postponed until the October meeting. Ms. Stelljes noted that both events came in under

budget.

Agenda item 7: Consideration of preservation restriction for Prospect Hill Tower and Park

Ms. Stelljes shared that Historic New England has offered to hold the preservation restriction for

Prospect Hill Tower and Park with the requirement that the CPC provide a one‐time $50,000

endowment fee. The CPC required a preservation restriction along with the funding for the Prospect Hill


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Tower stabilization award, which must be held by a third party because it is City owned property. The

Somerville Historic Preservation Commission cannot hold the restriction. Ms. Stelljes approached

multiple other organizations to hold the restriction and the only organization that expressed interest

was Historic New England. The CPC can agree to recommend funding the endowment and have Historic

New England hold the restriction or rescind the requirement, which would require the approval of the

Board of Aldermen.

Mr. Glenn asked if there was a local organization that could hold the restriction. Ms. Stelljes said she

asked the preservation planners and they said that there are none with the capacity to hold the

restriction.

Ms. Duclos‐Orsello shared that she previously worked for Historic New England and that holding

preservation restrictions is part of their business model. Historic New England is the gold standard for

historic preservation in region. She thinks a legitimate argument could be made to pay the endowment

fee for large projects funded by the CPC.

Ms. Murugan asked what the CPC would gain with moving forward with the endowment. Ms. Stelljes

said that Historic New England would visit the property once a year to ensure the City is upholding the

preservation restriction.

Mr. Glenn asked if Massachusetts Historic Commission could hold the restriction. Ms. Stelljes said that

they only hold restriction for projects they fund.

Mr. Bauer said that he originally was in favor of maximum restrictions but has changed his opinion

because of the difficulty and expense to put restrictions on City properties. He now feels that the CPC

should not put optional restrictions on City properties in local historic districts, which are monitored by

the Historic Preservation Commissions.

Ms. Duclos‐Orsello said she would reach out to the Massachusetts Cultural Council to see if they would

be able to fund the endowment fee.

Mr. Glenn asked if funding conditions could be placed on the properties that would serve the same

purpose. Mr. Bauer said that there is a whole body of law concerning restrictions and doesn’t think the

funding conditions could serve the same purpose.

Upon a motion by Ms. Murugan, seconded by Mr. Glenn, the CPC voted 7‐1 with Mr. Franzen dissenting

to change their policy and to no longer require preservation restrictions on City owned properties going

forward.

The CPC will take up the topic of the restriction for Prospect Hill Tower when Ms. Stelljes returns in

February.

Agenda item 8: Review funding application: 5 Palmer acquisition

Ms. Hedeman from the City of Somerville Economic Development Division shared with the CPC that the

family who owns the 5 Palmer Ave. property approached the City with an offer to purchase it,

remembering that the City had offered to purchase the home when it was assembling lots for the new

Capuano School. 5 Palmer Ave. is 0.04 acres and surrounded on three sides by the Capuano School


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grounds. The family and the City mutually agreed upon a purchase price of $500,000 based on a third

party appraisal.

The City is requesting recreational land funds to purchase the property. The current plan is to relocate

the home to the City’s property at 0 Tufts St., next to the 163 Glen St. affordable housing project. The

City is putting together a request for proposals requesting a developer to move the house from 5 Palmer

to 0 Tufts for the purpose of contextualizing 0 Tufts with the neighborhood, which has many single

family homes. The cost of moving the home would be covered by the developer.

Ms. Murugan asked why the City is not demolishing the home. Ms. Hedeman responded that was a

possibility but at this time the City is exploring the option of having a developer move the home.

Ms. Duclos‐Orsello asked if the City is planning for a non‐profit developer to be awarded the 0 Tufts

project, because it may be difficult for a non‐profit developer to assemble the funds to move the house.

She also asked if the family was okay with the home being demolished. Ms. Hedeman responded that

the family is aware the home could be demolished and they had already done some demolition on the

interior in hopes of converting the single family home into a two family.

[Mr. Bauer arrived at 7:30pm]

Mr. Fager asked what the plans were for the property at 5 Palmer after the house was moved. Ms.

Hedeman said there is some interest in expanding the neighboring community garden onto the

property. It could also be incorporated into the schoolyard.

Mr. Fager and Mr. Franzen asked about the quality of the soils at 5 Palmer. Ms. Hedeman said a

brownfields assessment has been done on the property and the City will remediate the site as required

based on the final use.

Mr. Glenn asked about the requirements of the conservation restriction to convert the property to open

space because additional funds will be needed to develop the site as open space. Ms. Stelljes responded

that the restriction will need to be held by a third party and the details of the conversion to open space

would need to be negotiated with that party.

Ms. Duclos‐Orsello asked what the assessed value of the land only, without the house, is for the

property. Ms. Hedeman did not have that information.

Mr. Glenn and Ms. Murugan expressed concern that if the City was not able to move forward with the

acquisition that another buyer would come forward with a cash offer that would be more attractive to

the family. Mr. Glenn said that the CPC has been looking for an acquisition opportunity and they come

along very rarely.

Ms. Murugan asked if the remediation required would discourage the City from moving forward. Mr.

Franzen responded that it is so difficult to acquire property in Somerville that any opportunity to do so is

valuable.

Mr. Glenn said he believed because CPA funds for the purchase of the property, which includes a home,

the home must be kept as affordable housing to be a CPA eligible use of the structure. Alternatively, the

proceeds that come from the sale of the house go to support affordable housing. At the same time, he

does not want to put restrictions on the property that would prevent the best outcome from happening.

Because CPA funds cannot be used for a non‐CPA purpose, he thinks a restriction is not necessary. The


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legislation already provides sufficient protections. Ms. Hedeman said there has not yet been a

determination as to whether the house would become affordable housing or market rate housing. Mr.

Fager asked if the CPC could put a funding restriction on the recommendation requiring the house be

used as affordable housing. Ms. Stelljes responded that the CPC could do so. Mr. Fager requested Ms.

Stelljes ask the Community Preservation Coalition for details about other acquisition projects that

involved buildings that needed to be moved.

Mr. Fager proposed that there be a condition that the house be removed within a short period of time.

Mr. Glenn said that it would be better for the house to be removed once the City is ready to implement

the new use. Mr. Franzen said he did not think there was staff capacity to finalize the end use and

design within a short period of time.

Upon a motion by Ms. Murugan, seconded by Mr. Glenn, the CPC voted to recommend $500,000 for the

acquisition of 5 Palmer Ave. to be used as recreational land.

Upon a motion by Mr. Glenn, seconded by Ms. Murugan, the CPC voted 8‐0 for the following funding

conditions to be refined by Ms. Stelljes upon advice from the City of Somerville Solicitor’s Office to be

placed upon their recommendation or funding the acquisition of 5 Palmer Ave.:

A perpetual conservation restriction will be recorded on the property per the requirement of

the CPA enabling legislation.

If necessary in order to uphold the legal requirements of the CPA, if the house leaves the

property, it must be used to increase the supply of affordable housing beyond what would

otherwise be required or funds earned from the house will be contributed to the Somerville

Affordable Housing Trust Fund.

Agenda item 9: Administrative items

Initial planning for CPC leadership transitions

Mr. Bauer’s term as chair is ending on December 31. Mr. Fager expressed his interest in serving as chair

starting in January. He will not be able to attend the October 25th meeting and said that if he was

elected he would serve. At the same time, he does not want to inhibit anyone else from expressing

interest. Ms. Murugan expressed interest in serving as vice‐chair. Ms. Duclos‐Orsello said she only has

one year left in her second term and thinks it may be better to have someone who can serve longer.

Mr. Glenn expressed interest in having both an ex‐oficio member and a general public member serve as

chair and vice chair.

The CPC will vote on officers during the October meeting.

Update on CPA social media

Discussion postponed until February

CPC coverage October through February

Ms. Stelljes will be on leave October 6, 2016‐Feburary 9, 2017. Ms. Monea will be supporting the CPC

while Ms. Stelljes is out. Ms. Stelljes will be in the office on November 30th for office hours for applicants

and is planning to attend the January project presentation meetings.


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Discuss dates for October and January meetings

The CPC agreed to keep their next meeting date as October 25 and to have the project presentations on

January 16 and 24.

Agenda item 10: Other Business

Ms. Stelljes announced the CPA bike tour will take place on Sunday, October 8.

Next meeting: The next CPC meeting will be held at 6:30pm on October 25, 2017 at the Visiting Nurse

Association.

Meeting Adjournment

Upon motion from Mr. Bauer, seconded by Ms. Duclos‐Orsello, the Committee voted 8‐0 to adjourn at

9:53.

Documents and Exhibits

1. Agenda

2. Evaluation presentation

3. July 26 meeting minutes

4. August 16 meeting minutes

5. Campaign contribution ordinance information sheet and disclosure form

6. FY18 Eligibility Determination Form Submissions

7. FY18 admin budget update

8. Graphic facilitation boards from CPA and the City Forum

9. Minutes from the August 30 events sub‐committee meeting agenda

10. Request for funding for the acquisition of 5 Palmer Ave. and supporting letter from the owner’s

lawyer

11. Draft funding recommendation for 5 Palmer Ave.

12. Map showing location of 5 Palmer Ave.

13. Summary document explaining differences between local historic districts and historic

preservation restrictions


CITY OF SOMERVILLE, MASSACHUSETTS SOMERVILLE AFFORDABLE HOUSING TRUST FUND

JOSEPH A. CURTATONE MAYOR

Mary Cassesso, Managing Trustee Trustees Lisa Davidson Michael Feloney Donna Haynes Daniel LeBlanc Beth Monroe-Howe Mark Niedergang Martin Polignone Andrea Shapiro

MEMORANDUM TO: Emily Monea, SomerStat Director & Acting CPA Manager

FROM: Heidi Burbidge, OSPCD Housing Division and Trust staff

DATE: November 14, 2017

RE: CPC Bonding Request in support of Clarendon Hill public housing reconstruction and City of Somerville/Somerville Community Corporation 100 Homes Initiative

CC: SAHTF Trustees; Scott Hayman, Somerville Community Corporation (SCC); Cory Main, Preservation of Affordable Housing (POAH)

Please accept this memorandum on behalf of the Somerville Affordable Housing Trust Fund (SAHT), to communicate that at its November 9th, 2017 meeting the Trust voted to request Community Preservation Committee (CPC) approval to leverage Community Preservation Act (CPA) community housing funds for issuance of a bond to help fund the above-referenced project requests.

As was discussed with CPC members at its August, 2017 meeting attended by SAHT trustees and staff, the Trust accepted applications for program and project requests in February, 2017. The two project requests received, for support of Somerville Housing Authority’s (SHA) proposed reconstruction of its Clarendon Hill public housing development and continued support of the City of Somerville and Somerville Community Corporation’s 100 Homes initiative, were for amounts well beyond what the CPC has historically allocated toward its community housing funding category.

In the months since application submittal, trustees and staff have met many times, with multiple parties – including SHA staff, SHA residents, development team members, and City of Somerville Office of Strategic Planning and Community Development (OSPCD) staff – in an effort to determine the full cost of each proposal and the most appropriate request level for bonding of CPA funds. In doing so, we have worked to factor in feedback received from CPC members at the Committee’s August meeting, at which the Trust and CPA applicants were encouraged to consider the full scope of project costs in its request, rather than think in terms of potential phased requests that may require a subsequent follow-on request.

While it is not possible to estimate complex, multi-year projects with absolute certainty, the Trust is confident that a request for bonding of up to $10 million in funding between the two projects is reasonable. With respect to the Clarendon project, OSPCD staff have explored a number of funding strategies that, if enacted, could significantly reduce the total request for CPA resources to within the range of $3 to $4 million. In recognition of the importance of the project and in order to provide certainty to the various state, federal, and private funding interests that the project has the full complement of municipal funding necessary to proceed, the SAHTF voted to approve using a significant share (final amount to be determined based on an updated development budget) of the $10 million in bonding authority for the project. However,


should the alternative approaches identified by OSPCD staff be implemented, SAHTF retains the option of revising its funding decision and potentially employing both annual CPA allocations and long-term bond financing approaches for the project.

In regard to the 100 Homes Program, Trustees discussed how difficult SCC has reported it is to predict acquisition costs of Somerville’s multi-family properties, a key issue that is at the heart of the initiative. The board also discussed the imminent need for CPA funding assurance that is needed to secure pending private financing commitments for three more 100 Homes properties SCC currently has under agreement. In consideration of the program’s successful implementation and urgent need for a greater scale of activity, the SAHTF voted approval of between $6 and $7 million within the overall request for up to $10 million in bond financing. Additionally, the board noted the need to continue to use annual CPA allocations to fund 100 Homes activity until other local sources, mainly from housing linkage payments, become available.

OSPCD Housing Director and SAHT trustee Mike Feloney will be available to respond to any questions CPC members may have at its November meeting. The Trust’s sense, at this point, is that trustees communicated their strong, unified support for both projects at the CPC’s August meeting. Please note, however, that at least one other Trust member can be available this evening as well, in the event that attendance by other Trust members may be helpful.

On behalf of the Trust, thank you for the CPC’s own strong support of these important initiatives conveyed in August, and for the candid feedback that helped facilitate development of the Trust’s recommendation at this time. Please feel free to let Mike Feloney or me know of any questions you may have on this memo.


1

Somerville Affordable Housing Trust Fund

Semi‐annual Community Preservation Act Progress Report Presented to Somerville Community Preservation Committee November, 2017

BackgroundSomerville’s Affordable Housing Trust Fund (known alternately as The Trust and SAHTF) is pleased to

provide this semi‐annual update on Trust‐funded activities.

As the Trust provides an update twice yearly, we have begun to include general background information

on Trust operations as a report attachment rather than in the body of this update itself. Doing so is

intended to focus on actual update information, rather than background with which most members may

already be familiar. At the same time, Trustees are aware that the CPC terms are limited, so that there

will be some committee turnover each year; With this in mind, below is some basic background

information, with further information to be found in Exhibit 1: General Background Information.

The Community Preservation Act allows communities to allocate funding to the community’s Affordable

Housing Trust Fund (AHTF). The Somerville Community Preservation Committee (CPC) has designated

the Trust to administer CPA Community Housing funds.

Summary of FY18 Somerville Affordable Housing Trust Funds

An allocation of $1,179,522 is expected to be recommended by the CPC to the Trust for FY18. This amount includes:

$893,020: 45% of estimated FY18 revenue (this amount will not be final until the actual state match is received, which is expected on November 15, 2017).

$286,502: 45% of FY17 revenue that exceeded the CPC’s revenue estimate at the time of the January 2017 appropriation to the Trust, which brings the total FY17 Housing appropriation to 45% of total FY17 CPA revenue. The additional FY17 CPA revenue includes a $500,000 city appropriation made in June 2017 and $136,670 in surcharge and interest revenue that exceeded original estimates.

FY18 non‐CPA revenue for the AHTF:

Expected non‐CPA revenue sources for FY18 are summarized on the next page in Table 1. The linkage

payment will mark the third of five annual payments being made by Partners Healthcare in association

with construction of its administrative offices located at Assembly Square.


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Table 1 – FY17 AHTF Non‐CPA Revenue

FY17 (projected) AHTF Non‐CPA Revenue Sources

Linkage $869,625

Inclusionary – Fractional payments ‐

Loan repayments $43,175

Total Non‐CPA Projected Revenue $912,800

AHTF funds leverage additional federal, state and local funding as a part of most project and program

budgets to create deeper and broader affordability when eligible uses and priorities of sources are

aligned. These additional sources of funds include HOME, HUD Continuum of Care and others.

SummaryofFY17fundingrequests

Housing Development requests

As reported in April, 2017, two housing development project requests were received in response to a

Request for Proposals for CPA funds that was issued by the Trust in third quarter FY17. Trustees and

other stakeholders have identified the 100 Homes and Clarendon Hill projects as two significant

opportunities that will yield a substantial impact on the supply of affordable housing in Somerville. In

order to capture the benefits of current market conditions in relation to real estate development

financing, Trustees are preparing a recommendation for consideration at the CPC’s November 14, 2017

meeting for bonding CPA funds in support of these two projects.

The Somerville Community Corporation (SCC) requested funds for acquisition and rehabilitation

to create 17 scattered site affordable units. To date, the Trust has responded to this request

with a partial award totaling $750,000 of CPA funds and $750,000 of other non‐CPA Trust funds.

This award was made with the expectation that necessary funding will be provided in the near

future to sustain continued work toward the 100 Homes goal.

The Somerville Housing Authority, working with Preservation of Affordable Housing and SCC,

requested funds for replacement of 73 deeply affordable public housing units, and the creation

of 20 new affordable workforce units. The SHC project will draw from multiply subsidy sources

replace all existing affordable units with upgraded apartments, providing temporary relocation

with option for all current residents to return, and the creation of a mixed‐income community in

a development where currently all residents are segregated from the broader community

according to their income level. Given the complexity of this project, SAHT reviewed analysis of

project sources, uses and subsidy needed to meet affordability goals.

Since the formal submission of these requests, issues considered by the Trust as a part of its review have

included: the availability of Trust funds for possible new opportunities; the desire to leverage all other

possible funding sources to support the projects; the development timeline and progression to date of

each project, and how these projects fit into priorities and challenges of the City as a whole. Vehicles for

supplying CPA and Trust funds have included both direct awards and generating additional funds

through a bonding request. Trustees’ deliberations have been informed by feedback from City OSPCD

staff and the CPC itself (at the CPC’s August 2017 meeting), outside review by a third‐party housing

development consultant, and by responses to requests from the Trust to each development team for

supplemental analysis of suggested project changes and financing alternatives.


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Housing Program requests

As noted in the April semi‐annual report from the Trust to the CPC, the Trust approved three housing program requests for CPA funds in 2017.

Table 2 below summarizes housing program‐related requests.

Table 2 – Program Requests

Program Funding Requests

Program Applicant Request Funded Purpose

Leasing Differential Program

Somerville Homeless Coalition (SHC)

$41,976 $41,976 This award will provide rental assistance for formerly homeless people living in 17 rental units at scattered sites throughout Somerville, leased by SHC and sublet to homeless and disabled Somerville residents. The 17 formerly homeless Somerville households encompasses 21 individuals. Most clients have incomes below 30% AMI. Nine of the clients qualify as chronically homeless people as defined by HUD. Clients include families and individuals with disabilities. All beneficiaries are Somerville residents. Average annual subsidy per person is $1,999.

PASS 3: Prevention‐and‐Stabilization‐Services Housing Program (expansion)


$93,728 $93,728 This award will provide rental subsidy to 6 Somerville households at risk of homelessness, or in transition out of emergency shelter system into permanent housing. Case management is also provided using other sources. (CPA funds will pay for $85,000 in client rental subsidies and $8,728 in administrative costs).


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Program Funding Requests (continued)

Program Applicant Request Funded Purpose

(continued) PASS 3: Prevention‐and‐Stabilization‐Services Housing Program (expansion)


See above (continued from previous page) Average annual subsidy per person is $14,166. Generally, households to be served will have incomes at or below 60% AMI. SHC requests flexibility to serve households up to 100% AMI should such households apply and meet all other eligibility criteria. The program is designed to work with Somerville residents experiencing a housing crisis (for instance burdensome rental increases and/or losses in income) to allow them to remain in the City. The contract will include award from FY15 together with award from FY17. Proposed term is 1/1/18‐12/31/19.

ShortStop Wayside Youth and Family Support Network

$25,000 $25,000 This award will address gap in support for building lease costs at 116‐118 North St. and 10 High St.; the buildings house the ShortStop program which provides transitional housing and case management services to 9 homeless young adults to support development of client self‐sufficiency. Average annual subsidy per person is $2,778. Participants are extremely low‐ and low‐income. The program prioritizes serving youth and young adults from Somerville.


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CPA Allocations to the Affordable Housing Trust Fund Prior fiscal years’ CPA revenue designated for housing is summarized below in Table 3, CPA Allocations by Fiscal Year.

Table 3 – CPA Allocations by Fiscal Year

CPA Funding allocated to Trust for Affordable Housing

Appropriation Amount

FY14 + FY15 $2,800,784

FY16 $1,239,919

FY17 $880,415

FY18 (initial) $1,179,522

Total CPA 6,100,640

Updates on Ongoing Projects and Programs previously funded from FY14‐FY16 CPA allocations from the CPC

Table 4 – Project Updates

Ongoing Project Update Project

Applicant Funded Committed Disbursed Update Ward # new units/ # HH

Mixed use

TOD

Mystic Waterworks (acquisition loan)

Somerville Housing Authority

$507,000 $507,000 $456,300 Construction is complete. 25 units are ready for occupancy by elderly and disabled households. Waitlist applications are available from SHA. As of 10/31, 193 applications have been received.

7 25 N Y

100 Homes FY15 and FY16 (small site acquisition loans)

Somerville Community Corporation

$2,400,000 $2,400,000 $2,400,000

Funds generally are expended property‐by‐property,upon permanent loan closings. On 9/8/17, acquisition of two additional 100 Homes properties was completed. These properties will contain 5 additional affordable units. With additional closing on properties that are under partial agreement, 100 Homes is on the verge of reaching a count of 45 new affordable units.

NA 20 N Y/N

163 Glen St.

Somerville Community Corporation

$915,000 $915,000 $915,000 Construction loan has closed for 8 affordable units.Construction is proceeding. Full occupancy is targeted for June, 2018.

1 8 N Y


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Table 5 – Program Updates (most recent program updates are provided below. Program progress reporting is continuing.)

Ongoing Program Update Program

Applicant Funded Committed Disbursed Update Ward # new units/# HH

Mixed use

TOD

Better Homes FY15 (rent assistance program grant)

Somerville Homeless Coalition

$35,820 $35,820 $35,820 Funding filled the gap between HUD Fair Market Rent reimbursements and actual market rents at 17 scattered‐site apartments leased by SHC. Provided housing for 17 formerly homeless and disabled Somerville households. 22 people (3 families and 14 individuals) were served. Nine (9) qualify as chronically homeless people as defined by HUD. $35,820 invoice is in processing.

17 NA NA

Better Homes FY16 (rent assistance program grant)

Somerville Homeless Coalition

$56,868 $56,868 SHC was able to renew leases for the 17 apartments and continue to provide housing for these households throughout the year. The contract for this work is in production, with disbursement to follow execution.

17 NA NA

Short Stop Self‐Sufficiency FY16 (housing program grant)

Wayside $26,107 $26,107 Over the course of year from 1/1/15 to 12/31/16, Shortstop served 18 young adults. Of 9 youth who exited the program, 7 are living independently, 1 left the program for other opportunities and 1 began 4‐year college, living on campus. Educational stability after exit as well as during program participation has increased.

7 9 NA NA


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Other information requested on projects previously funded follows below.

Table 6 – Project Information

Other information requested on projects being considered for funding follows below.

Table 7, Other Project Information

Affordable Housing Trends

The Housing Division works with the City of Somerville Planning and Zoning Division to commission a

housing needs assessment (HNA) at least every 5 years, as required under the City’s inclusionary zoning

ordinance. The most recent assessment was completed by LDS Consulting Group in December, 2015.

Information on housing trends in Somerville as of that time is excerpted below.

% of housing stock that is affordable

o 9.69%

Total number of affordable units (disaggregated by % of AMI)

PROJECTS AWARDED CPA

FUNDING BR MIX UNITS BY AMI LEVELS TOTAL UNITS TYPE

<30% <50% <80% <100% <110%

SHA Waterworks 25 1BR 5 20 25 rental

163 Glen St. 7 2BR, 1 3BR 4 2 2 8 ownership

100 Homes

Homeownership ‐ 29 Jackson Rd.

1 2BR 1 5BR 1 1 2 ownership

Rental – all other units

7 1BR, 5 2BR 6 3BR 10 2 6 18 rental

TOTAL BY % AMI 5 30 7 9 2 53

PROJECTS PROPOSED FOR CPA FUNDING <30% <50% <80% <100% <110% Total

Clarendon 2BR 22 0 45 rental

Clarendon (cont’d) 3BR 2 0 4 rental

total 24 0 49 73

100 Homes

Future 100 Homes bedroom mix and affordability will be determined by site selection and acquisition constraints. Units to date are representative of program goals.


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o 3,178 rental (voucher: 1,217; 30%: 2,583; 50%: 140; 60%: 289; 80%: 54) 112 ownership

(80%: 77; 110%: 35)

% of households who are rent burdened

o 38.7% (8,114/20,947)

% of households who are severely rent burdened

o 17.8% (3,722/20,947)

% of households who are cost burdened

o 38.7% (4,318/11,239)

% of households who are severely cost burdened

o 19.0% (2,134/11,239)

# of affordable units expiring in the next five years

o Between 279 and 285

SCC average wait time

o 3‐5 years

# of homeless individuals in Somerville

o 6 unsheltered; 152 sheltered

CPA Stories

Stories from several CPA‐funded efforts illustrate the critical role housing‐designated funds have served

in the last several years – both in enabling projects to advance into construction, and in preserving the

tenancies of households that would have been displaced in the absence of CPA project funding.

After more than three years of intensive work Somerville Housing Authority (SHA) had invested in

assembling approvals and highly competitive funding on its 25‐unit Waterworks project, in May 2016

faced the prospect of seeing the project stall – or not happen at all – as continued price escalations

presented a limited but intractable budget shortfall. Housing staff had worked with SHA to close the

majority of the deficit with City and other Trust funding sources, leaving a $250,000 gap. The CPC voted

last spring to allocate an additional $250,000 in funding to the Trust, for the purpose of supporting the

Waterworks project. With the help of the additional housing‐designated CPA funds, the project closed

last year and was approaching 50% completion as of its last construction requisition.

While CPA funding enabled a major SHA development project to begin construction after years in

development, it has also enabled existing tenancies to be preserved at 94‐96 Grant Street and, most

recently, at 72 Marshall Street. At the former property, two of three units were occupied. SCC worked

swiftly to determine the incomes of the occupied households and engaged translators to assist that

effort. Occupants of both units were occupied by families who had emigrated to the U.S. and Somerville.

SCC’s acquisition of 72 Marshall Street also preserved three existing tenancies.

Of particular significance in the 72 Marshall Street acquisition was the fact that the units were – and

fortunately still are – occupied by households receiving rental assistance through Section 8 vouchers.


9

The seller had already provided notice to the tenants of his intention to convert the property to

condominium ownership – meaning their tenancies would in all likelihood end after expiration of the

notice period. Acquisition by SCC was virtually the only way the units could be preserved as affordable.

Finally, SCC and the City of Somerville have collaborated on the first two 100 Homes purchases – at 52

Sydney Street and 297 Alewife Brook Parkway – to leverage more than $600,000 in state resources and

five project‐based Massachusetts Rental Vouchers. This effort will enable these two homes to serve 5

very low income, homeless and at risk families in their own apartments, rather than in shelters.

Supportive services will be provided to these families by the Somerville Homeless Coalition.

Lessons Learned, Looking Ahead

After its first eighteen months of implementation, the 100 Homes Initiative has been proven to work.

Increasingly, prospective sellers are contacting SCC before putting properties on the open market –

creating an ancillary benefit of properties not being ‘bid up’ further as would‐be buyers bid on them.

The program has credibility among the real estate agents, and is recognized by an increasing number of

owners as an alternative for sellers who share the program’s goal of preserving affordable housing. As

the program scales up, there are economies of scale that can be realized and create options to help

families and individuals who would otherwise face displacement.

Along with pursuing options to expanding the program’s rate of activity through bonding CPA resources,

other areas for further exploration include:

Scaling up to the point that a property management system can be designed and affordably

customized to the program.

Exploring more affordable property insurance (vacant property insurance is very costly).

Standardizing and bidding out a menu of basic renovation services needed to local trades

and vendors (locks and keys, painting, flooring, electrical upgrades such as adding common

house meters)

Exploring tax exempt bond financing for permanent first mortgages at lower rates.

Considering further homeownership options.

Formation of a local lending consortium around the 100 Homes Consortium.

On other CPA‐related efforts, City staff and AHT Trustees look forward to presenting to the CPC

November 14th, as it looks ahead to making final decisions on FY17 funding requests based on

information to be shared. Staff and trustees and will continue outreach to developers of affordable

housing to identify new opportunities. Administratively, staff and trustees will continue to attend

seminars and trainings on issues relevant to and regarding the effective use of CPA funds to leverage

affordable housing creation, preservation and support.


JOSEPH A. CURTATONE

MAYOR

Submit an electronic copy (fillable PDF available at www.somervillema.gov/CPA) no later than 5:00pm Wednesday, September 20, 2017 to: Kristen Stelljes, [email protected]. [Download and save file before you begin typing to ensure work is saved.]

PROJECT NAME: _________________________________________________________________________________

PROJECT LOCATION: ______________________________________________________________________________

APPLICANT(S) NAME / ORGANIZATION: _________________________________________________________________

CONTACT PERSON: _______________________________________________________________________________

MAILING ADDRESS: _______________________________________________________________________________

PHONE: _______________________________

EMAIL: _______________________________

Please indicate (X) all categories that apply to this project (at least one). For more detailed information on these categories, refer to the “Community Preservation Act Funding Allowable Uses” chart on the next page.

PROPERTY OWNERSHIP: Legal Property Owner of Record (if applicable): __________________________________________ Is the owner the applicant? Yes No If No, does the applicant have site control or written consent of the property owner to submit an application? City of Somerville must be co-applicant on all projects on City property.

Yes (Attach documentation) No (Project will be deemed ineligible for this applicant)

FOR HISTORIC RESOURCES PROJECTS: Is the resource in a Local Historic District and/or listed on the State Register of Historic Places? Yes No

(you can check designation at mhc-macris.net) If no, has the Somerville Historic Preservation Commission made a determination that the resource is significant? Yes No

Open Space

Recreational Land

Historic Resources

Community Housing (blended

projects only) Acquisition

Creation

Preservation

Support

Rehabilitation/ Restoration

PROJECT SUMMARY:

CITY OF SOMERVILLE, MASSACHUSETTS COMMUNITY PRESERVATION COMMITTEE

FY18 FUNDING CYCLE ELIGIBILITY DETERMINATION FORM


http://www.somervillema.gov/CPA

mailto:[email protected]

http://mhc-macris.net/

JOSEPH A. CURTATONE

MAYOR

FOR CPC USE: Date Received _________ Date Reviewed ________ Date Applicant Notified ________

Eligible Potentially Eligible Not Eligible More Information Needed

COMMENTS:

PROJECT STATUS (What community need is this trying to address and what level of planning has already been undertaken to inform the proposed project?):


Community Preservation Act Funding Allowable Uses

Open Space Recreational Land Historic Resources Community Housing

Land to protect existing and future well fields, aquifers and recharge areas, watershed land, agricultural land, grasslands, fields, forest land, fresh and salt water marshes and other wetlands, ocean, river, stream, lake and pond frontage, beaches, dunes and other coastal lands, lands to protect scenic vistas, land for wildlife or nature preserve and land for recreational use.

Land for active or passive recreational use including, but not limited to, the use of land for community gardens, trails, and noncommercial youth and adult sports, and the use of land as a park, playground or athletic field. Does not include horse or dog racing or the use of land for a stadium, gymnasium or similar structure.

Building, structure, vessel, real property, document or artifact listed on the state register of historic places or determined by the Somerville Historic Preservation Commission to be significant in the history, archeology, architecture or culture of the city or town.

Housing for low and moderate income individuals and families, including low or moderate income seniors. Moderate income is less than 100%, and low income is less than 80%, of US HUD Area Wide Median Income.

Acquisition Obtain property interest by gift, purchase, devise, grant, rental, rental purchase, lease or otherwise. Only includes eminent domain taking as provided

by G.L. c. 44B.

Yes Yes Yes Yes

Creation To bring into being or cause to exist.

Seideman v. City of Newton, 452 Mass. 472 (2008). Yes Yes No Yes

Preservation Protect personal or real property from injury,

harm or destruction. Yes Yes Yes Yes

Support Provide grants, loans, rental assistance, security

deposits, interest-rate write downs or other forms of assistance directly to individuals and families who are eligible for community housing, or to entity that owns, operates or manages such housing, for the purpose of making housing

affordable.

No No No Yes, includes funding

for Affordable Housing Trust Fund

Rehabilitation and Restoration Make capital improvements, or extraordinary

repairs to make assets functional for intended use, including improvements to comply with federal, state or local building or access codes or federal

standards for rehabilitation of historic properties.

Yes, if acquired or created with CPA funds Yes Yes Yes, if acquired or

created with CPA funds


ELIGIBILITY DETERMINATION FORM PROJECT SUMMARY: The Elizabeth Peabody House is seeking Community Preservation Act funds to address urgent structural needs which are detrimental to the daily operations of our children education programs. The beautiful converted church building that hosts our educational programs was built over 100 years ago. Recent assessments have revealed a significant amount of water infiltration across the roof on the third floor of the building and walls, and associated damage to the ceiling underneath. The leakage decay is of an extent that cannot be rectified through partial repair. EPH intends to fully replace the roof and repair the ceiling in the summer of 2018, and is seeking CPA assistance to make a project of this scale possible. The goals of this project are 1) to eliminate water infiltration by replacing the roof, and 2) repair water damage to the ceiling The following is our proposal to install new roofing on the above-mentioned project. Shingle Roofs (Main Roof, Rear Roofs, Front Roofs) 1. Remove the existing layers of asphalt shingles and dispose of the debris properly. 2. Install three rows of WinterGuard HT ice and water shield at the eaves and one row around penetrations and at wall flashings. 3. Install Roof Runner synthetic felt paper over the remaining exposed decking. 4. Install new white .019 aluminum drip edge at the perimeters. 5. Install CertainTeed Landmark architectural shingles over the prepared surface. 6. Install new plumbing boots on the vent pipes. 7. Install new CertainTeed Ridge Vents and matching Shadow Ridge cap shingles. 8. Remove all roofing debris from the premises. 9. Remove the existing EPDM roof. 10. Install ½” SecurShield HD Plus over the exposed surface. 11. Install a fully adhered .060 non-reinforced EPDM roofing system over the prepared surface. 12. Install new .040 aluminum drip edge at the perimeters. 13. Install new EPDM flashing on the old wood hatch. 14. Remove all roofing debris from the premises. 15. Add a 20yr Total Systems Warranty on the EPDM roof. 16. Install a new aluminum roof hatch in place of the existing wood hatch.


The mission of EPH is to support families in our community in reaching their full potential through early childhood education, youth enrichment and development, and family services. Currently, we serve over 40 preschool children and 52 school-age children, with a majority 67% of our students receiving subsidized child care or after school services through the Department of Early Education and Care. EPH strives to become a neighborhood center that fosters lifelong learning, helps break the cycle of poverty and transforms the community in its quality o life to those who are economically disadvantage. Our programs consist of the following:

1) Our nationally accredited preschool offers high quality early childhood education program for ages two years to five. The curriculum is designed to educate the whole child, fostering their growth physically, intellectually, socially, and emotionally.

2) After School enrichment program serving 52 school age children daily and whose curriculum complements classroom learning through social development, homework assistance, and activities designed to reinforce skills and knowledge through experiential learning.

3) An emergency food pantry that is operated by staff and volunteers and feeds approximately 500 families a year reaching 2,222 individuals. We distribute 219,000 pounds of food annually (4,200 pounds weekly)

4) An summer enrichment program that is situated on Lake Massapoag in Sharon where our campers are offered a host of activities and an opportunity to enjoy nature

PROJECT STATUS: (What community need is this trying to address and what level of planning has already been undertaken to inform the proposed project?) Our building has been a landmark since it was founded in 1896 as part of the national Settlement movement that started in the mid-nineteenth century to address the needs of the immigrants and eventually became a major force in social reform and child welfare. The urgent need for funding to repair the roof is twofold. It will enable the preservation the building’s iconic architecture for the entire community, as well as ensuring that we can continue to offer high quality educational and food assistance programs without interruption. The Elizabeth Peabody House is currently under review to gain designation of historical significance by the Somerville Historic Preservation Commission. EPH has entered into agreement with Lara Kritzer, Principal Planner at JM Goldson Community Preservation and Planning in Boston, MA. to prepare the Massachusetts Historical Commission Survey and Inventory Form B. EPH reached out to 4 Preservation/Restoration consultants companies to obtain estimates, only two provided estimates of the work. A MA Historical Commission Survey and Inventory Form B will be submitted by November 8, 2017 to the Somerville Historic Preservation Commission and a request to be considered for historical significance at the their meeting on November 29, 2017. The project efforts to date have focused on defining the scope, getting estimates, and solidifying a timeline. Dan Thomas, board member and Senior Associate at Global Buildings Design has been donating his time and expertise to advise this project.


EPH staff reached out to Stephen J. Jankowski-Applied Roofing Systems Inc.-26 Mill Street- P.O. Box 1248-Webster, Ma. 01570 and obtained an estimate for the work that can amount to up to $50,000. EPH has contacted a second company, Commonwealth Building Systems, LLC, 17 Rockview Way. St, Rockland, MA, 02370 to obtain a second proposal for this project.


11/9/2017

1

Community Preservation Committee

November 14, 2017

1

FY18 CPA Fund Revenue

2

FY18 Budget Update Difference

FY17 Estimated Revenue $1,984,489 $1,984,489 + $X $X

Surcharge revenue $1,660,425 $1,660,425 $0

City appropriation $0 $0 $0

State match of FY16 local revenue $324,064 $324,064 + $X $X

BOA vote #1


11/9/2017

2

FY18 CPA New Funds Adjustments (Budget v. CPP)

3

FY18 BudgetCPP Allocation

with new FY18 funds Difference

Admin 5% $99,224 5% $99,224 + .05*$X .05*$X

Open Space/Rec Reserve 10% $198,449 15% $297,673 + .15*$X $99,224 + .15*$X

Historic Resources Reserve 10% $198,449 15% $297,673 + .15*$X $99,224 + .15*$X

Community Housing Reserve 10% $198,449 45% $893,020 + .45*$X $694,571 + .45*$X

Budgeted Reserve 65% $1,289,918 20% $396,898 + .20*$X -$893,020 + .20*$X

Total 100% $1,984,489 100% $1,984,489 + $X $X

Unappropriated FY17 Funds Available for FY18

4

Funding source Amount

FY17 City Appropriation $500,000

Additional FY17 Income $136,670

Assessment revenue difference $129,010

Tax title redeemed $2,513

Tax title interest $551

CPA interest $2,651

Investment income $1,947

Total $636,670


11/9/2017

3

FY17 Total Revenue & Actual Allocations

5

FY17 Total Revenue Amount

Budgeted $1,924,661

Additional state match on FY15 funds $31,819

City appropriation $500,000

Additional Revenue $136,670

Total $2,593,150

CPA Category

FY17 CPP Minimum Allocation

(%)

FY17 RequiredMinimum

Allocation ($)FY17

Award

Difference(Required Minimum Allocation – Award)

Affordable Housing 45% $1,166,918 $880,416 $286,502

Historic Resources 15% $388,973 $585,467 -$196,494

Open Space/ Recreation

15% $388,973 $777,239 -$388,266

Total Reserve Adjustments

6

FY18(CPP)

FY17(Extra

revenue) Total

Open Space/Rec Reserve $99,224 + .15*$X $0 $99,224 + .15*$X

Historic Resources Reserve $99,224 + .15*$X $0 $99,224 + .15*$X

Community Housing Reserve $694,571 + .45*$X $286,502 $981,073 + .45*$X

Total $8,923,020 + .75*$X $286,502 $1,179,521 + .75*$X

Undesignated -$893,020 + .25*$X $350,169 -$542,851 + .25*$X

BOA vote #2


11/9/2017

4

Affordable Housing Trust Appropriation

7

Amount

Jun. 2017 initial reserve $198,449

FY18 CPP addition $694,571 + .45*$X

FY17 additional reserve $286,502

Total $1,179,522 + .45*$XBOA vote #3

Transfer from Undesignated Fund Balance to Budgeted Reserve

8

BOA vote #4 $673,805 leftover from FY17 funding cycle CPC would like to move this to Budgeted Reserve to be

available for emergency projects


11/9/2017

5

Board of Aldermen requests

9

1. Vote: recommend that the Board of Aldermen appropriate $X from excess CPA Fund revenues to the CPA Fund Budgeted Reserve

2. Vote: recommend that the Board of Aldermen transfer CPA funds totaling $1,179,522 + .75*$X from the CPA Fund Budgeted Reserve to designated CPA reserves, including:

a. $99,224 + .15*$X from the Budgeted Reserve to the Open Space/Recreation Reserve

b. $99,224 + .15*$X from the Budgeted Reserve to the Historic Resources Reservec. $981,073 + .45*$X from the Budgeted Reserve to the Community Housing Reserve

3. Vote: recommend that the Board of Aldermen appropriate $1,179,522 + .45*$X from the CPA Fund Community Housing Reserve to the Affordable Housing Trust Fund

4. Vote: recommend that the Board of Aldermen transfer CPA funds totaling $673,805 from CPA Fund Undesignated Fund Balance to the CPA Fund Budgeted Reserve to be available for emergency projects


Laura Beretsky

As a dedicated community member I keep myself apprised about local issues such as housing, zoning,

and education, and participate at various community and city committee meetings, when I can, both to

keep myself informed, and involve myself in the process. I am one of the parent representatives on the

West Somerville Neighborhood School’s Improvement Council, where I have helped review and shape

the school’s Improvement Plan, and successfully obtained grant money. My professional background

includes over 20 years of development experience in the nonprofit sector, and 12 years of housing

advocacy in Boston. I have lived in Somerville for over 25 years, and I am very committed to seeing the

community thrive. I would be honored to have the opportunity to do this as a Community Preservation

Committee member.

Jane Carbone

I believe I am a qualified candidate to serve as a Community Preservation Committee Member starting

with my educational background, a BA in Environmental Design and City Planning at U Mass Amherst

then working in the communities of Chelsea and in Cambridge for the last 28 years developing

affordable housing. While in Cambridge our organization has worked closely with the Cambridge

Historical Commission to restore our housing portfolio, renovating it to its historical beauty while at the

same time making it energy efficient. I have always been committed to health and fitness and in urban

areas open spaces especially adjacent to affordable housing is an important component of well‐being

not only for physical health but also for mental health.

Somerville has been home to three generations in my family and unfortunately I am the last generation

that can afford to live here.

Kathleen Evans

I hope you will find that my professional and academic background, along with my commitment to the areas of focus for the CPA and to the City of Somerville, make me well‐suited to serve on the Community Preservation Community. In my daily work, I originate and structure affordable housing finance transactions, and I am on the front lines of the state’s effort to preserve over 3,000 units of expiring‐use affordable housing. Each transaction requires engagement from individual, municipal, and state stakeholders to ensure that vulnerable residents are protected and public resources are prudently deployed. In addition to my professional commitment to affordable housing, I also have a background in art and

architectural history and preservation, and a passion for the outdoors. My husband and I feel so

fortunate to raise our children in Somerville, both for the cultural vibrancy, but also for the strong

history and wonderful urban open spaces.


Katie Gradowski

I came to Somerville seven years ago as a teacher with a passion for DIY culture and alternative learning spaces, co‐founding a community makerspace and becoming involved in a range of issues around affordable housing and sustainable development. If appointed to the CPC, I would push for a diversity of projects that draw from large‐scale and small‐scale stakeholders alike, balancing projects that will grow the tax base with the need to support stakeholders who have contributed so much already to making Somerville a great place to be. Above all, I would be attentive to projects that are participatory in nature, and which balance local expertise with efforts to bring new voices into the conversation. To get a better sense of the issues I support and how I think through issues related to policy and community development, you can check out my Medium page.

Stephanie MacNeil

Through my work as an Architect, I have experienced the challenges municipalities face in balancing individual requests with civic needs that benefit the greater community. I have learned the value of listening to all parties involved, even when working with a large community with an extensive number of constituents. I have seen the value in being open with the community and seeking their input on important matters. Having all parties understand why decisions have been made, no matter the outcome. I believe that we all can contribute in some way to make our neighborhoods a great city enjoyed by all. I want to see a Somerville where families and young professionals, immigrants and life‐long residents make up the diversity of our streets; where my daughter can spend time in the area playground with children from our neighborhood and develop her own sense of community for the next generation.


John Reinhardt

I am a good candidate for Community Preservation Committee because I have been a Somerville

resident for 26 years, twenty year homeowner, and open space advocate with my extensive volunteer

activities who has:

Served the Somerville Conservation Commission for 19 years

Been active in the Mystic River Watershed Association (MyRWA) since 1988

o President of the Board of Directors of the MyRWA since 2006

Active on MyRWA's board since 1997

Active in MyRWA since 1988

Helped create several Somerville community gardens; been an active gardener in the Bikeway

Community Garden since 1994

Holds a Masters of City and Regional Planning

Served as a Boston by Foot guide giving historic architecture tours

Worked for the Historic American Engineering Record, Dept of Interior on historic preservation

teams

Worked as Branch Chief for MassDEP for 20 years.

Kristen Strezo

I am devoted to my beloved community. I want to preserve Somerville, its past and present and in doing so, ensure its vibrant future. If chosen, I hope to help create a hermeneutic bridge between the public and CPC projects that are critically important to Somerville residents. I’m a professional journalist. So, I’m not afraid to ask questions or research to ensure pragmatic and informed decisions.

Advocacy of our most vulnerable Somervillens is crucial. I vow to bring my knowledge of affordable housing, its stigma and the multi‐faced needs of families to serve the CPC with clarity and dedication.

I’m connected to a network of active community and advocacy groups of which to draw suggestions and opinions, should a query be necessary.

As the co‐chair of the SCW, I am familiar with Roberts Rules of Order. I understand the importance of listening to fellow commissioner needs and concerns.


JANECARBONE , LEED AP

1

SKILLS/STRENGTHS______________________________________________________________

Strong communication, computation, organizational, budgeting and project management skills . Extensive experience with Affordable Housing Development including project management ,financing

asset management and ongoing operations Strong team management and collaboration skills Familiarity with Planning Boards, Zoning Boards submissions as required for the Comprehensive

Permit processes Neighborhood community meeting experience

EXPERIENCE Director of Development – Homeowner’s Rehab Inc. (HRI) Cambridge MA - 1989-present

Director of Development for HRI. Worked with Executive Director to create and development a portfolio of over 1,250 units across the

City of Cambridge ranging from 3 units to 300 units. Managed the development team for several large scale occupied rehab projects, the most recent include a

92 unit elderly development, 116 unit family development, and 50 units of mixed income housing in a historic building. Leveraging over 75 million in financing sources using LIHTC, equity, private, Section 8, state and local subsidy including the Cambridge Affordable Housing Trust..

Worked with a team to managed consultants, accountants, attorneys, contractors and property management to ensure timely completion of applications and deal closings.

Worked closely with architect, contractors and consultants from concept design on new construction projects to completion.

Work closely with Property Manager who provided services including oversight of leasing, operations, and compliance with tax credit programs , and participated and help develop Resident Services Program.

Facilitated a 5 year plan with the Partnership for Health America to commit 80% of our developments that would create open space , and develop Resident Programs to promote Active and healthy living.

Incorporated Active Design Principles into our developments (new construction or major rehab.)

Senior Project Manager- Homeowners Rehab Inc (HRI) Cambridge MA

Facilitated the Capital Needs Assessments of various development throughout our portfolio and implement annual Capital Plans

Worked closely with the Cambridge Historical Commission on their grant program that provides grants to historically renovate our portfolio. Numerous historic renovations on our scattered site portfolio. Achieved LEED Platinum on three of our most recent historic renovations.

Developed Green Asset Management Plan for our Property Manager upon unit turnovers as well as Green Living Guide for our residents.

Procured funding thru the LEAN Program for energy conservation improvements for our portfolio

Handled project applications to various lenders and requisitions for projects under construction including in house capital projects. Coordinated the development of multiple housing, new constructions and occupied rehab projects simultaneously.

Facilitated residents meetings before, during and at completion of renovation.

Supervised relocation staff, and project team including of architect, consultants, engineers, contractor and property manager during the renovation to achieve schedule and budget requirements.

Maintained positive community relations through meetings with stake holders and neighborhood groups.

Helped to secured funding from public and private sources for development projects including Federal & State Historic Tax Credits, City of Cambridge AHT , DHCD, Mass Housing , HUD and private grants.

118 Highland Rd #2 Somerville, MA 02144 [email protected] 617-799-5592


JANE CARBONE, LEED AP

2

Monitored active projects to ensure that they were proceeding on schedule, within budget and in compliance with project requirements; managed architects, contractors, and consultants..

Most Recent Projects: $ 11 million occupied rehab of 77 units (mixed income) and 8 units new construction (LEED Platinum) $ 24 million historic renovation of 50 units (mixed income) in Harvard Square . $ 32 million rehab of 92 units of occupied affordable elderly housing

Project Manager Homeowners Rehab Inc. (HRI)

Acted as owner’s representative on new construction development of Auburn Park Phase I, 77 units, Phase II 60 units. Includes mixed income housing, and open space as part of University Park in Cambridge..

Interface with General Contractor to coordinate ongoing construction. Meet with building inspectors and health inspectors to ensure tenants have requisite licenses, operate to

code, and within license requirements. Prepare annual building operations budget, reconcile budgets, produce reports for landlords’ accountants

and insurance needs, prepare and file for tax abatements if applicable, approve all bills for payment.

EDUCATION

Bachelor of Arts U Mass Amherst

ACCREDITATIONS/TRAINING/AFFILITIATIONS LEED Accredited Professional U.S. Green Building Council

License Construction Supervisor (unrestricted)

Sustainable Design Certification Boston Architecture School

Various Professional Development Courses thru NeighborWorks America

Low Income Advisory Committee Member for LEAN Utility Program

Former Member of the Net Zero Task Force in Cambridge

Former Member of the Ogunquit Conservation Commission (Ogunquit Maine)

118 Highland Rd#2 Somerville, MA 02144 617-799-5592 [email protected]


J A.C

Join the Conversa on The City will distribute Community Preservation Act (CPA) funds for the fourth

time in the spring of 2018. Come hear about the project proposals before the Community Preservation Committee

and tell us which you should be funded.

January 16th, 2018 @ 7:00 p.m. Community Room, Visi ng Nurse Assoc.

259 Lowell Street

January 24th, 2018 @ 7:00 p.m. Community Room, Visi ng Nurse Assoc. 259

Lowell Street Introduc on Introduc on

Project: Archives Compact Shelving Applicant: City of Somerville Archives

Project: Blessing of the Bay Boathouse Park Revitaliza on Phase 2 Applicant: Mys c River Watershed Associa on

Project: Preserva on and Access of Elec ons Records Applicant: City of Somerville Archives

Project: Somerville Community Growing Center Rehabilita on and Renova on Applicant: Friends of the Community Growing Center

Project: Historic Document Mold Remedia on Applicant: Somerville Public Library

Project: Dilboy Auxiliary Fields Redesign Applicant: City of Somerville, Parks and Recrea onThe n

Project: Honoring Somerville High School’s History Applicant: City of Somerville, Mayor’s Office

Project: East Somerville Community School Schoolyard Enhance‐ment Project Applicant: City of Somerville, Department of Public Works

Project: Somerville Armory Window Project Applicant: Center for Arts at the Armory

Project: Community Path Landscape Design– Tree canopy and Invasive Species Removal Applicant: City of Somerville, Parks & Open Space

Project: Mission Church of Our Lord Jesus Christ Applicant: Mission Church Congrega on

Project: Schoolyard Design– Brown and West Somerville Neigh‐borhood Schools Applicant: City of Somerville, Parks & Open Space

Project: ADA Improvements at Boston Center of the Self‐Realiza on Fellowship Applicant: Self‐Realiza on Fellowship

Project: Prospect Hill Park Rehabilita on Applicant: City of Somerville, Parks & Open Space

Project: Grace Bap st Church Phase II Applicant: Somerville Hispanic Associa on for Community Development

Project: Adelbert Carpenter House Dormer Restora on Applicant: Michael Steigman

PUBLIC COMMENT PUBLIC COMMENT

Questions? Contact Emily Monea at [email protected] or 617‐625‐6600 x2118.

Individuals with disabilities who need auxiliary aids and services for effective communication, written materials in alternative for-mats, or reasonable modifications in policies and procedures, in order to access the programs and activities of the City of Somer-ville or to attend meetings, should contact the City’s ADA Coordinator, Nency Salamoun, at 617-625-6600 x2323 or [email protected].

Learn more at: www.somervillema.gov/CPA


Somerville Community Preserva on Act

Semi‐Annual Report

October 2017


2

CPA Project Spending Summary Affordable Housing*

Project Awarded Spent Percent 100 Homes FY15 $1,200,000 $625,000 52%

Mys c Water Works FY16 $507,000 $456,300 90%

163 Glen St. FY15 $915,000 $0 0%

PASS FY15 $89,250 $0 0%

Be er Homes FY15 $35,820 $35,820 100%

100 Homes FY16 $1,200,000 $0 0%

Be er Homes FY16 $56,868 $0 0%

ShortStop Self‐Sufficiency (FY16) $26,107 $0 0%

Leasing Differen al Program $41,976 $0 0%

PASS 3 (FY17) $93,728 $0 0%

ShortStop Self‐Sufficiency (FY17) $25,000

Total $4,190,749 $1,117,120 27%

*Somerville Affordable Housing Trust Fund October report s ll pending, numbers are as of April 2017

Historic Resources

Project Awarded Spent Percent City Hall Renova on $200,000 $0 0%

City of Somerville Archives $43,000 $42,812 100%

Milk Row Cemetery FY15 $48,360 $48,360 100%

Prospect Hill Tower Renova on $500,000 $427,425 85%

Somerville Museum FY15 $168,191 $150,181 89%

Mys c Water Works windows $243,000 $243,000 100%

Temple B'nai Brith $450,945 $405,851 90%

LHD Property Owner Fund $150,000 $0 0%

West Branch Library Rehabilita on $2,500,000 $0 0%

Milk Row Cemetery FY16 $26,808 $8,315 31%

Somerville Museum FY16 $423,480 $86,316 20%

83 Belmont St. $4,510 $4,510 100%

Central Library Mold $21,279 $0 0%

Grace Bap st Church $553,378 $75,000 14%

Milk Row Cemetery FY17 $6,300 $0 0%

Total $5,339,251 $1,491,770 28% CPC 11.14.17 materials pg. 39

3

CPA Project Spending Summary cont.

Open Space/Recrea on

Project Awarded Spent Percent Prospect Hill Park $85,000 $6,799 8%

Community Growing Center $52,090 $52,090 100%

Healey to Mys c $45,000 $45,000 100%

School Garden Classrooms $45,373 $45,373 100%

Community Path Repaving $140,000 $90,000 64%

Community Path Design $75,000 $0 0%

Allen St. Mixed Use Renova on $20,000 $0 0%

Hoyt Sullivan Playground Renova on $400,000 $400,000 100%

South Street Farm $60,160 $42,112 70%

Land Acquisi on Study Fund $40,000 $0 0%

Community Pollinator Garden $13,000 $0 0%

Healey School Yard design $80,000 $0 0%

Winter Hill School Yard $500,000 $0 0%

Community Path Survey $20,000 $0 0%

Henry Hansen Park $49,200 $0 0%

Blessing of the Bay $41,863 $0 0%

Community Growing Center FY17 $33,176 $0 0%

5 Palmer $500,000

Total $2,199,862 $681,374 31%

CPA Program Total $11,729,862 $3,290,264 28%


4

CPA Project Spending Summary

FY18 Program Highlights to Date

Celebrated 5th Anniversary of the adop on of the Community

Preserva on Act in Somerville with a walking tour and celebra‐

on at Prospect Hill Park.

Held the CPA in the City Forum with 37 representa ves from 13

CPA ci es present.

Saw the comple on of the FY15 Temple B’nai Brith and Commu‐

nity Growing Center projects.

Completed the first evalua on of the Somerville CPA program.

Started the process to record historic preserva on restric ons

on FY15‐FY17 projects.

“With bonding” figures includes the $2.5 million bond for the historic rehabilita on of West Branch Li‐

brary , which was approved in FY16.

Figures include the $500,000 recommended for the acquisi on of 5 Palmer Ave, which is under consid‐

era on by the Board of Aldermen.

Totals by CPA category

Total Awarded with bonding

% of Total with bonding

Total Awarded without bonding

% of Total without bonding

Affordable Housing $4,190,749 36% $4,190,749 44%

Historic Resources $5,339,251 46% $2,839,251 30%

Open Space/Recrea on Land $2,199,862 19% $2,199,862 23%

Admin $393,662 3% $393,662 4%

Total $12,123,524 100% $9,623,524 96%


5 CPC 11.14.17 materials pg. 42

6

CPA Project Indicators Summary

Ward

Done < 3

yrs

Blen

ded

Achieve

d m

easu

res

ADA accessib

ility

Histo

ric collec

on

Histo

ric build

ing

Restric

on re

corded

New

garden

plot

New

park

New

acres

New

trees

Improved

open

space

TOD housin

g

Mixe

d use h

ousin

g

Ren

tal assistance

New

Units

Reu

se

City Hall Renova on 3 x

Milk Row Cemetery 2 Y

City of Somerville Archives C Y x

Prospect Hill Tower 3 Y x

* x

Prospect Hill Park 3

Somerville Museum 3 x x

Mys c Water Works 7 Y x x x x 25 Y

Temple B'nai Birth 4 x x

Community Growing Center 3 Y

Healey to Mys c Master Plan 4 Y

School Gardens 1, 2, 4, 5, 6, & 7 Y x

LHD Property Owners Fund C

West Branch Library 6 x x

Community Path Design 5&6

Community Path Repaving 5&6 x

Allen Street Mixed Use 2

Hoyt Sullivan Playground 5 x

South Street Farm 2 x

100 Homes 1, 4, 7 20 Y

163 Glen St. 1 x 8

PASS Housing Program UNK 6

Be er Homes Leasing Differen al 2, 3 17

ShortStop Self‐Sufficiency 7 9


7

CPA Project Indicators Summary con nued

Ward

Done < 3

yrs

Blen

ded

Achieve

d m

easu

res

ADA accessib

ility

Histo

ric collec

on

Histo

ric build

ing

Restric

on re

corded

New

garden

plot

New

park

New

acres

New

trees

Improved

open

space

TOD housin

g

Mixe

d use h

ousin

g

Ren

tal assistance

New

Units

Reu

se

Central Library Collec ons 3 x

83 Belmont St. 3 Y x

Land Acquisi on Study NA

Bu erfly Garden 3 x

Healey Schoolyard 4

Winter Hill Schoolyard 4 x

Henry Hansen 5

Blessing of the Bay 1&4

Grace Bap st 5 x x

Total All 7 wards 8 2 0 5 2 8 0 0 0 0 0 6 2 0 32 53 2


8

Completed Projects

American Tube Works ($7,500 awarded and returned)

The City of Somerville completed the stabiliza on of Prospect Hill Tower in December 2015, in me for people to

enter the Tower during the First Flag event on January 1, 2016. The official opening celebra on was held on Sep‐

tember 20, 2016 and included Mayor Curtatone and Ward 3 Alderman McWa ers. The stabiliza on of the Tower

made it possible for the Somerville Historic Preserva on Commission/Historic Somerville to begin offering docent

tours of the Tower. Five docent tours were offered this fall following the opening celebra on. Docents have two

iPhones they can use to provide real‐ me video tours of the Tower via Skype video call for those who cannot climb

the Tower. The City is also in the process of developing a virtual tour video that will be available on the City’s web‐

site. The project has been highlighted in the Boston Globe, Boston Magazine and as a Community Preserva on Co‐

ali on CPA Success Story. $64,575.17 in unspent projects funds were returned to the CPA historic resources re‐

serve.

Prospect Hill Tower FY15 ($500,000 awarded; $427,424.83 spent on stabiliza on; $8,000 spent on video tour)

The City of Somerville completed the restora on of the tombs in Milk Row Cemetery this summer. The CPC ap‐

proved the City taking $6,315 from the FY16 project to complete the tomb restora on. The City discovered that

during the last restora on the interior bricks in the tomb were not properly installed. The addi onal CPA funds and

addi onal funds from the Massachuse s Historic Commission were used to repair this poor quality work.

Milk Row Cemetery FY15 ($48,360 awarded and spent; addi onal $6,315 used from FY16)

The City of Somerville returned the funds awarded for the proposed na onal historic register survey American Tube Works. The City recognized that it did

not have sufficient staff me to complete the project in a mely manner and will use its own funding for the project.

Prospect Hill Tower at Ribbon Cu ng

Interior of Milk Row Cemetery tomb,

revealing necessary repairs

Funding condi ons:

Preserva on Restric on

Public access agreement

Preventa ve maintenance plan every

five years

Funding condi ons:



Funding condi on not met Condi on met


9

City of Somerville Archives FY15 ($43,000 awarded; $42,812 spent)

Completed Projects con nued...

This project hired a contractor to process the City of Somerville Archives’ permanent collec ons and create rec‐

ord guides. The guides are available online at: h ps://www.somervillema.gov/departments/city‐clerk/archives

School Garden Classrooms FY15 ($45,373 awarded and spent)

Groundwork Somerville completed work in all eight schoolyard garden classrooms. They celebrated the comple‐

on of the project on October 25, 2016 with a twine cu ng ceremony in the East Somerville Community School

with Mayor Curtatone, school staff and students. Improvements to the gardens have made them easier for

teachers to use and more accessible to students with disabili es. Over 700 school children have par cipated in

garden classes in the improved gardens.

Funding condi ons: Report expenditures

by school

Mys c Water Works Historic FY15 ($243,000 awarded and spent) Funding condi ons:



HPC review and comment

session

The Somerville Housing Authority (SHA) is crea ng 25 affordable units for Somerville’s elderly popula‐

on, non‐elderly disabled popula on, and formerly homeless households at the historic Massachuse s

Water Resources Authority Pump Sta on. SHA also received $243,000 in CPA historic resources funding

to restore the windows. SHA raised an addi onal $12.4 million to complete this project. Residents are

expected to move into the building December 2017.

Community Growing Center FY15 ($52,090 awarded and spent)

The Friends of the Community Growing Center completed the design for the Growing Center. However, their consultant

did not have the capacity to turn the design documents into construc on documents suitable for the low‐bid construc‐

on procurement process that is required because the Growing Center is on City land. They received FY16 CPA funds to

develop the necessary construc on documents to put the project out to bid. The schema c design is posted online at:

h p://www.thegrowingcenter.org/redesign.


10

Healey School to Mys c FY15 ($45,000 awarded and spent)

The Friends of the Healey and GroundView developed two different visions for the Healey‐Mys c community– one incre‐

mental and one transforma ve. The images are posted on the project website at: h p://www.healeymys c.org/. The

transforma ve vision would result in a new U10 soccer field, but would require significant ground engineering to cut into

the bluff separa ng the Healey School from the Mys c Housing Community. The City will be doing the geo‐technical work

necessary to determine the feasibility of the transforma ve plan over the winter. The City received FY17 CPA funds for

design services for the schoolyard and the Mys c River Watershed Associa on received funds for design services for the

Blessing of the Bay Boathouse Park.

83 Belmont Stained Glass Window FY17 ($4,510 awarded and spent)

The homeowners at 83 Belmont requested CPA funding to recreate their stained glass window that was destroyed in a

fire. The home is on the na onal register of historic places, but is not a local historic district. The homeowners were

very excited about the prospect of a preserva on restric on on the home. Because of the quality of restora on they

have done to the home, both before and a er the fire, they won two awards from the Historic Preserva on Commis‐

sion. The homeowners asked to have the carriage house and the interiors of both the main house and the carriage

house included in the preserva on restric on, going beyond what was required by the CPC.

Funding condi ons:

Work with City’s Parks and

Open Space Office

Submit final plan

Hold one public mee ng

Funding condi ons:

Comply with Secretary of

the Interior standards

Preserva on restric on


11

Before this project can begin, the City of Somerville must first hire an Owner’s Project Manager (OPM). This expense was not included in the CPA request and

must be approved by the Board of Aldermen. The Board has postponed approving funds for the OPM un l there is greater clarity on the range of improve‐

ment projects planned for Central Hill, including the new high school.

City Hall Renova on FY15 ($200,000 awarded; $0 spent)

Prospect Hill Park Design Services FY15 ($85,000 awarded; $6,799 spent)

The first step of this project was an archeological survey of Prospect Hill Park. The results found low sensi vity for Na ve American or Revolu onary or Civil

War ar facts and moderate sensi vity for finding the founda on for the two houses that were located on the park before it was purchased for open space.

The City is moving forward to hire the design consultant for the project and had an ini al community mee ng and a review and comment session with the

Historic Preserva on Restric on, as required by the CPC and the park’s status as a local historic district.

West Branch Library Rehabilita on FY16 ($2,500,000 awarded; $0 spent) The City of Somerville is s ll engaged in a community process regarding the final design for the West Branch Library rehabilita on. The City recently procured

the church at 45 College Ave that will be able to offer the community space that was hoped to be added on to the library. Now that this issue has been re‐

solved, the City can move forward to finalize the design for the library. The bond will not be made un l the project is ready to move forward to construc on.

Ongoing Projects– City of Somerville FY15

FY16

Funding condi on: HPC review and comment session

Funding condi ons: Secure all approvals Secure funding Present final plans to CPC

LHD Property Owner Preserva on Fund FY16 ($150,000 awarded; $0 spent)

The City of Somerville Planning and Zoning Department is discussing how this fund for local historic dis‐

trict (LHD) property owners will be structured and is developing suppor ng materials. Funding condi on:

Terms approved by HPC and CPC


12

Ongoing Projects– City of Somerville, FY16 con nued.

The City is currently developing the scope of work for this project, which is not an cipated to start un l spring/summer 2017.

Community Path Repaving ($140,000 awarded; $90,000 spent)

Milk Row Cemetery FY16 ($26,808 awarded in FY16; $6,315 spent for FY15 project, $6,300 added in FY17 funds)

The Grove to Cedar sec on was repaved this spring. The Buena Vista to the Cambridge line sec on will be repaved following the comple on of drainage

worked planned for that por on of the Path in spring 2018.

Community Path Design Services ($75,000 awarded; $0 spent)

The City is finalizing the scope of work for this project in partnership with the Friends of the Community Path, which is the co‐applicant on this project.

The City is in the process of finalizing the scope of work for this project, which should be put out to bid shortly.

Allen Street Mixed Use Renova on ($20,000 awarded; $0 spent)

Hoyt Sullivan Playground Renova on ($400,000 awarded; $400,000 encumbered)

Hoyt Sullivan is currently under construc on.

Funding condi on: Preserve beech tree

Funding condi on: Community engagement process

Funding condi on:



13

Ongoing Projects– City of Somerville, FY17

The City is about to go out to bid for a vendor to complete the mold remedia on work.

Land Acquisi on Study Fund ($40,000 awarded; $0 spent)

Central Library Mold Remedia on ($21,279 awarded; $0 spent)

These funds are being used to pay for an appraisal of a poten al acquisi on site.

Winter Hill Schoolyard ($500,000 awarded; $500,000 encumbered)

The construc on of the new Winter Hill Schoolyard is underway and will con nue into

2018.

Green and Open Somerville is working with the City to finalize plans for the park and has

presented an updated plan ng plant to the Conserva on Commission.

Community Pollinator Garden at Morse Kelly Park ($13,000 awarded; $0 spent)

Healey Schoolyard Design ($80,000 awarded; $0 spent) The design process will begin following geotechnical study work planned for December to determine if the transforma ve plan proposed in the Friends of

the Healey master plan is feasible.

Funding condi ons:

Include interpre ve signage

Develop a maintenance plan

Involve the Conserva on Com‐

mission

Funding condi on: Hold at least one public mee ng

Community Path Survey ($20,000 awarded; $0 spent)

Survey will take place following the conclusion of drainage work on the Path west of

Davis Square, which will be completed spring 2018.

Funding condi on: Develop a repository for City

plans and surveys

Henry Hansen Park Design ($49,200 awarded; $0 spent) The City is in the process of developing the scope of work to hire the design firm who will do the work.

Funding condi on: Hold at least three public mee ngs

and incorporate feedback


14

Ongoing Projects– Affordable Housing Trust Fund (spending amounts from April 2017)

Somerville Community Corpora on (SCC) has acquired 20 units in seven proper es with FY15 and FY16 CPA funds as well as $7.8 million in other funds. CPA

funds are drawn down when the proper es secure permanent mortgages (and CPA subsidy) to take out Massachuse s Housing Investment Corpora on ac‐

quisi on funding.

100 Homes FY16 ($1,200,000 awarded; $248,892 obligated; $0 disbursed)

100 Homes FY15 ($1,200,000 awarded; $625,000 disbursed)

Somerville Community Corpora on will redevelop the site into eight affordable homeownership units and three market rate homeownership units. In addi on

to CPA funding, SCC has raised $5.3 million in support of this project. The groundbreaking for the project was the first stop on the CPA 5th Anniversary Walking

Tour on September 9 (see photo below).

Redevelopment of 163 Glen St. ($915,000 awarded; $0 disbursed)

The Somerville Homeless Coali on is providing me‐limited rental assistance for up to two years for up to six households. The AHTF is in the process of sign‐

ing the grant agreement.

The Somerville Homeless Coali on is providing rental assistance to 17 disabled and formerly homeless Somer‐

ville households. The program also received $267,588 in US Housing and Urban Development (HUD) McKinney

Permanent Suppor ve Housing funds.

Preven on and Stabiliza on Services (PASS) Housing Program ($89,250 awarded; $89,250 obligated; $0 disbursed)

Leasing Differen al Program– Be er Homes ($35,820 awarded; $35,820 obligated; $0 disbursed)

See FY15 update.

FY15

The Affordable Housing Trust Fund (AHTF) provides funding for projects on a reimbursement basis. As a result, funds are o en not released un l a er the

closing on acquisi ons or un l the project is underway for support projects.

FY16


15

Ongoing Projects– Affordable Housing Trust Fund, FY16 con nued

Mys c Water Works ($507,000 awarded; $507,000 obligated; $456,300 disbursed)

The Wayside Youth and Family Support Network provides transi onal housing for homeless young adults. CPA funds will support a por on of the cost of rent

at 116‐118 North St. to house nine individuals between 18 and 24 for up to one year. Funding covers the gap in rent between what HUD can fund (up to fair

market rent) and what the actual cost of the monthly rent is for the units.

ShortStop Self‐Sufficiency Program ($26,107 awarded; $0 obligated; $0 disbursed)

The Somerville Homeless Coali on is providing rental assistance to 17 disabled and formerly homeless Somerville households. The program also received

$223,188 in HUD McKinney Permanent Suppor ve Housing funds. AHTF funding increased from FY15 to FY16 as a result of a decrease in HUD funding for the

program and rising rents.

Leasing Differen al Program– Be er Homes ($56,868 awarded; $14,199 obligated; $0 disbursed)

The Somerville Housing Authority (SHA) is crea ng 25 affordable units for

Somerville’s elderly popula on, non‐elderly disabled popula on, and formerly

homeless households at the historic Massachuse s Water Resources Authority

Pump Sta on. SHA also received $243,000 in CPA historic resources funding to

restore the windows. SHA raised an addi onal $12.4 million to complete this

project. Residents are expected to move into the building December 2017.

Mys c Water Works


16

South Street Farm FY16 ($60,160)

Grant signed

5/9/16

1st disbursement

$42,112 (70%)

2nd disbursement

$12,032 (20%)

Close out

$4,537.50 (10%)

Deliverables:

Shade structure

Hoophouse

Bicycle parking

Start phytoreme‐

dia on

Wash sta on

Groundwork is making progress in improving the South Street Farm. Their work a racted the WGBH Design Squad children’s engineering program to collaborate on designing a bike cart for use at the mobile markets. The video can be found at:

h ps://youtu.be/jmAh4hDiXdQ

Funding condi ons:

Public access

agreement

Ongoing Projects– Community Phase completed/in progress Phase completed/in progress

1st Report:

6/14/16


17

Somerville Museum Capital Improvements FY15 ($168,191)

Grant signed

12/15/15

1st disbursement

$69,152 (41%)

2nd disbursement

$66,011 (39%)

2nd Report:

9/28/16

Phase 1 close out

$15,018 (9%)

Phase 2

$16,209 (9%)

Phase 2 close out

$1,801 (1%)

Deliverables:

High water alarm

Environmental

monitors

Back up sump‐

pump

Insulate a c

Begin storm win‐

dow project

Begin elevator

design

Deliverables:

Complete storm

window project

Complete eleva‐

tor design

Interior shades

Deliverables:

Basement interior

perimeter drain

A c exhaust fan

Water alarm

The Somerville Museum has made steady progress on their FY15 project and has been able to reduce costs across

the non‐elevator aspects of the project. However, there were substan al delays in finalizing the elevator design.

The li original proposed in the applica on was rejected by the Massachuse s Architectural Access Board

(MAAB). The design process for the full elevator was lengthy as the Museum developed mul ple designs based

on feedback from the state and City historic commissions, MAAB, and abu ers. The Museum received the final

necessary approval from the Zoning Board of Appeals in August 2016. This permit was appealed by abu ers in

Land Court, pu ng any further progress on the project at risk. The abu ers also filed a suit for adverse posses‐

sion of the driveway. This was dismissed; however, the request for a prescrip ve easement will go to trial. The

Museum is using cost savings from other aspects of the project to cover the addi onal design expenses they in‐

curred, but is not moving forward with the elevator project un l the lawsuit is resolved.

Funding condi ons:

Preserva on Re‐

stric on

Public access

agreement

3rd Report:

6/14/17

1st Report:

1/5/16


18

Somerville Museum Capital Improvements FY16 ($423,480)

Grant signed

1/11/17

1st disbursement

$86,316 (20.4%)

Phase 1 close out

$9,591 (2.3%)

Phase 2

$294,816 (69.6%)

Phase 2 close out

$32,757 (7.7%)

Deliverables:

Upgrade door

hardware

Install handrail on

Central St. stair‐

way

Install security

equipment

Purchase supplies

for inventory

Phase 6 prelimi‐

nary design

The Museum is moving forward with the non‐elevator aspects of the projects while they await decision on the

elevator.

Funding condi ons:

Necessary ap‐

provals

Temple B’nai Brith FY15 ($450,945)

Grant signed

1/4/16

Funding condi ons:



HPC review and comment

session

Phase 1

$67,642 (15%)

Close out

$45,095 (10%)

Phase 2

$338,208.50 (75%)

1st Report:

4/25/17

2nd Report:

5/8/17

Deliverables:

Elevator pre‐

construc on

Install fire sup‐

pression system

Deliverables:

Demolish stair‐

well

Build sha and

elevator room

Temple B’nai Brith has installed the elevator and

fire safety system in their 1922 Byzan ne Revival

building. The ribbon cu ng is scheduled for De‐

cember 17, 2017.

1st Report:

2/21/17


19

Grant signed

5/24/17

1st disbursement

$75,000 (14%)

Phase 3

$90,000 (16%)

Close out

$55,338 (10%)

Deliverables:

Site survey

MPPF grant

Schema c design

alterna ves for

handicapped ac‐

cess ramp

Prepare contract

documents for

roof and masonry

work

The Somerville Hispanic Associa on for Community Development worked with their architect, Spencer and Vogt Group, to complete the preparatory work for

the ini al phase of roof and masonry repairs. They had a mee ng with City of Somerville preserva on and planning review staff to discuss poten al op ons for

increasing accessibility to the building. They are planning to present these op ons to the Historic Preserva on Commission a er incorpora ng the input from

City Staff.

Funding condi ons:

Necessary ap‐

provals

Perpetual re‐

stric on

Maintenance plan

1st Report:

6/1/17

Grace Bap st Church FY17 ($553,378)

2nd disbursement

$338,208.50 (36%)

Deliverables:

Site survey

MPPF grant

Schema c design

alterna ves for

handicapped ac‐

cess ramp

Prepare contract

documents for

roof and masonry

work

Phase 4

$133,000 (24%)


20

Grant signed

5/24/17

1st disbursement

$22,500 (67%)

Phase 2

$7,359 (23%)

Close out

$3,317 (10%)

Deliverables:

Hire landscape

architect

75% comple on

of construc on

documents and

bid specs

50% comple on

of stakeholder

mee ngs

The Friends of the Community Growing Center are con nuing their collabora on with Terra Cura to hire a landscape architecture firm to complete the con‐

struc on documents and bid specifica ons necessary for a public construc on procurement process. The CPA enabling legisla on requires all projects on public

land to comply with public procurement laws and the Growing Center is located on City of Somerville land.

Funding condi ons:

Comply with li‐

cense

1st Report:

10/5/17

Community Growing Center FY17 ($33,176)


21

Grant signed

7/20/17

1st disbursement

$18,749 (45%)

Close out

$4,186 (10%)

Deliverables:

Develop RFP for

design consultant

Hire consultant

and begin work

Develop commu‐

nity needs assess‐

ment

Mys c River Watershed Associa on has begun community outreach for their

design project including outreach to the Mys c Housing residents and the Ten

Hills Neighborhood. They par cipated in six Mobile Market events at the Mys c.

Groundwork went door to door in the Ten Hills neighborhood. This work was

funded by grants from private founda ons. With the first disbursement of CPA

funding, MyRWA will begin the process to hire the design consultant who will

complete the 25% schema c design for the park.

Funding condi ons:

Collaborate with

City of Somerville

Hold one public

mee ng

1st Report:

10/2/17

Phase 2

$18,749 (45%)

Blessing of the Bay Boathouse Park FY17 (41,863)


MINUTES AUGUST 16, 2017

The Community Preservation Committee’s (CPC) sub-committee to organize the CPA Anniversary celebrations and the CPA Cities conference held a regular meeting at 5:30pm in the third floor community room at the Visiting Nurse Association, 259 Lowell St. Somerville, MA 02144. An audio recording of the meeting is available upon request.

Ms. Murugan opened the meeting at 5:34pm. Agenda item 1: Review minutes July 5 and 26 meetings Upon the motion by Mr. Bauer, seconded by Ms. Murugan, the sub-committee voted 2-0 to approve the minutes from the July 5 meeting. Ms. Stelljes was not able to prepare the minutes from the July 26 meeting in advance of the August 16 meeting so will provide them for the next sub-committee meeting. Agenda item 2: CPA & Cities conference The sub-committee reviewed the agenda for the CPA & Cities conference and selected the official title of the meeting to be the CPA and the City Forum. The sub-committee agreed that they would ask Somerville CPC members to be the facilitators for each of the discussion sessions. The sub-committee agreed on five lunchtime discussion topics: 1) generating community support, 2) working with elected officials, 3) planning for strategic use of funds, 4) attracting interesting, eligible projects, and 5) doing a lot with limited staff. Given the new constraints posed by holding the event at Once Lounge and Ballroom as originally planned, the sub-committee agreed to change the venue to East Somerville Community School. Ms. Stelljes will ask Lyndell’s to provide breakfast and the Nibble program to cater the lunch. Agenda item 3: CPA 5th Anniversary Events The sub-committee reviewed the draft poster and provided feedback. Members selected a hard plastic frisbee as the giveaway item at the event.

MEMBERS Uma Murugan, Chair

Dick Bauer Jessica Palacios Yamakawa

STAFF

Kristen Stelljes

Members Present Dick Bauer and Uma Murugan

Members Absent Jessica Palacios Yamakawa

Staff Present Kristen Stelljes

JOSEPH A. CURTATONE

MAYOR

CITY OF SOMERVILLE, MASSACHUSETTS

COMMUNITY PRESERVATION COMMITTEE CPA ANNIVERSARY & CPA CITIES CONFERENCE

SUB-COMMITTEE


Agenda item 5: Set date for next meeting The next meeting will be August 30th at 5:30 pm. Ms. Stelljes will confirm that the Central Library Auditorium is available. Meeting Adjournment Upon motion from Mr. Bauer, seconded by Ms. Murugan, the Committee voted 2-0 to adjourn at 6:25 pm. Documents and Exhibits

1. Agenda 2. Minutes from July 5meeting 3. Forum RSVP list 4. Events planning matrix 5. Events budgets 6. Draft anniversary events poster 7. List of CPA cities 8. Draft forum agenda


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