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HomeMy Public PortalAboutCommunity Development Partnership – Cape Housing InstituteForm 11/30/2018 Community Preservation Committee Application 1 Dear Community Members, The Brewster Community Preservation Committee (CPC) is accepting Community Preservation Act (CPA) funding applications for: 1. Acquisition, creation, and preservation of Open Space 2. Acquisition, preservation, rehabilitation, and restoration of Historic Resources 3. Acquisition, creation, preservation, rehabilitation, and restoration of land for Recreational use. 4. Acquisition, creation, preservation, and support of Community Housing. 5. Rehabilitation and restoration of Open Space and Community Housing that have been acquired or created using monies from the fund. CPA funds may not be used for maintenance or the use of land for a stadium, gymnasium, or similar structure. For examples of projects and additional information, go to: www.communitypreservation.org. An application form and list of selection criteria are attached. Applications should be submitted by July 1st for the fall meeting or December 1st for the spring meeting, to allow sufficient CPC review time for potential presentation to the following Brewster Town Meeting. Interested parties are urged to submit applications as soon as possible. For further information, please contact any member of the committee. Thank you, Paul Ruchinskas, Chair Community Preservation Committee Paul Ruchinskas, Chair Citizen Representative pjruch@comcast.net Faythe Ellis, Vice-Chair Historical Commission faythe.ellis@outlook.com Sharon Marotti, Treasurer Citizen Representative sharonmarotti@gmail.com Elizabeth G. Taylor, Clerk Planning Board egtfarm@gmail.com Roland W. Bassett, Jr., Member Recreation Commission Barbara Burgo, Member Brewster Housing Authority bjburgo19@gmail.com Peggy Jablonski, Member Citizen Representative pegjab@gmail.com William Klein, Member Conservation Commission wjklein1@gmail.com Diane Pansire, Member Citizen Representative dpansire@capecodfive.com Form 11/30/2018 Community Preservation Committee Application 2 Town of Brewster Community Preservation Committee Project Eligibility Criteria Projects must be eligible for Community Preservation Act (CPA) funding according to the requirements described in the CPA legislation. These requirements include:  Acquisition, creation, and preservation of Open Space  Acquisition, preservation, rehabilitation, and restoration of Historic Resources. (See Secretary of the Interior Standards for Treatment of Historic Properties for rehabilitation projects)  Acquisition, creation, preservation, rehabilitation, and restoration of land for Recreational use.  Acquisition, creation, preservation, and support of Community Housing  Rehabilitation and restoration of Open Space and Community Housing that have been acquired or created using monies from the fund CPA funds may not be used for maintenance or the use of land for a stadium, gymnasium, or similar structure. For examples of projects and additional information, go to: www.communitypreservation.org. Applicants must be able demonstrate a clear need for the use of public funds for their project. The CPC may recommend grants for the planning phase of projects where sufficient information is included in the application concerning the sources of funding that will be available after the planning phase is completed. The Brewster Community Preservation Committee (CPC) encourages applications that address as many of the following general criteria as possible:  Contribute to the preservation of Brewster’s unique character  Boost the vitality of the Town  Enhance the quality of life for Brewster residents  Serve more than one of the four CPA purposes  Save resources that would otherwise be threatened  Serve a currentl y under-served Town population  Demonstrate practicality and feasibility, and ability to implement within budget  Demonstrate a positive cost/benefit relationship  Leverage additional public and/or private funds  Preserve, enhance or better utilize existing Town resources  Receive endorsement by other Town committees and the Brewster public at large Form 11/30/2018 Community Preservation Committee Application 3 APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Date Application Submitted: Name of Project Applicant: Name of Co-Applicant(s), if applicable: Name of Contact Person: Contact Person’s Mailing Address: Contact Person’s Daytime Phone Number: Contact Person’s email Address: Proposed Project Name: Project Address (or assessor’s parcel ID): Project Synopsis: Category: ☐ Open Space ☐ Historic Preservation ☐ Recreation ☐ Community Housing CPA funding requested $ ______________ Total Cost of Proposed Project $ Form 11/30/2018 Community Preservation Committee Application 4 PROJECT DESCRIPTION Please describe your project, answering all of the following questions in the order presented. Applications will be considered incomplete if all requested information is not provided. Include supporting materials (maps, diagrams, photos, etc.). Please number pages of application. 1. Project Description: Describe the proposed project. Is this part of a larger project or an ongoing project? 2. For Historic Preservation projects: Attach proof of listing on the State Register of Historic Places or a letter from the Brewster Historic Commission indicating that the resource has been determined to be significant in the history, archaeology, architecture, or culture of Brewster. Please note that rehabilitation projects must comply with the Secretary of the Interior Standards for Treatment of Historic Properties. Additional information and analysis will be needed for projects submitted by churches/religious organizations to determine if they comply with the SJC’s Caplan vs. Town of Acton decision. 3. CPA Goals/Criteria: Describe how this project accomplishes the goals and objectives of the CPA (refer to the attached general and issue-specific criteria and identify which of these apply to the project). 4. Community Benefits: What are the community benefits of the project? 5. Community Support: What is the nature and level of support for this project? Include letters of support and any petitions. 6. Timeline: What is the schedule for project implementation, including a timeline for all milestones? Please identify any special timing considerations for the project’s implementation. If this is part of a larger project, is it phased? What is the timeline for the entire project? 7. Credentials: What are the qualifications and relevant experience of those undertaking the project? 8. Budget/Need for Public Funds: What is the total budget (sources of funds and uses/expenses) for the project and schedule for expenditure of CPA funds? All sources of funds and expenses must be clearly identified. Provide the basis for cost estimates whenever possible. (Note: CPA funds may not be used for maintenance.) If this is part of a larger project, what is the budget for the entire project (sources of funds and expenses/uses)? Clearly identify what additional funding sources are available, committed, or under consideration and why public funding would be appropriate. Include copies of commitment letters, if available, and describe any other attempts to secure funding for this project. Provide the most recent audited financial report or if none available, an applicant generated financial report that includes a balance sheet and operating budget. Town-sponsored projects must demonstrate why the project cannot be funded through the Department’s or Committee’s budget. 9. Maintenance: If ongoing maintenance is required for your project, who will be responsible for maintenance and how will it be funded? 10. Site Control and Appraisal: If the project involves acquisition of real property, provide evidence of site control (deed, purchase and sale, option, etc.). In addition, provide an appraisal of the property’s value by a state licensed appraiser using customary appraising techniques. The CPA does not allow funding for acquisitions if the acquisition price is greater than appraised value. Form 11/30/2018 Community Preservation Committee Application 5 Town of Brewster Community Preservation Committee CATEGORY SPECIFIC CRITERIA (Identify which of the following criteria apply to your project.) Open Space Proposals  Permanently protect important wildlife habitat, including areas of significance for biodiversity, diversity of geological features and types of vegetation, contain a habitat type that is in danger of vanishing from Brewster or preserve habitat for threatened or endangered species of plants or animals.  Provide opportunities for passive recreation and environmental education.  Enhance or protect wildlife corridors, promote connectivity of habitat and prevent fragmentation of habitats.  Provide connections with existing trails or potential trail linkages.  Preserve scenic views or border a scenic road.  Protect drinking water quantity and quality.  Provide flood control/storage.  Preserve important surface water bodies, including wetlands, vernal pools or riparian zones.  Preserve priority parcels in the Town’s Open Space Plan/maximize the amount of open land owned by the Town of Brewster. Historical Preservation Proposals  MANDATORY: Must be on the State Register of Historic Places or have a letter from the Brewster Historical Commission indicating that the resource has been determined to be significant in the history, archaeology, architecture, or culture of Brewster.  MANDATORY: Project must meet Secretary of the Interior Standards for rehabilitation and/or restoration of Historic Preservation Properties.  MANDATORY IF REQUEST IS FROM A CHURCH/RELIGIOUS ORGANIZATION: The project must satisfy the analysis outlined by the SJC’s Caplan vs. Town of Acton decision.  Protect, preserve, enhance, restore and/or rehabilitate historic, cultural, architectural or archaeological resources of significance, especially those that are threatened.  Protect, preserve, enhance, restore and/or rehabilitate town-owned properties, features or resources of historical significance.  Protect, preserve, enhance, restore and/or rehabilitate the historical function of a property or site;  Demonstrate a public benefit and/or public access, or  Otherwise provide permanent protection for maintaining the historic resource.  Project site should not be privately owned unless there is demonstrable public access and benefit. Community Housing Proposals  Increase the supply of year-round affordable rental housing for all types of households, such as young singles and couples, families, and seniors.  Build support for addressing housing needs through partnerships with conservation groups and non- profit and for-profit developers.  Create housing that is affordable and appropriate for very low-income seniors and people with disabilities.  Increase local capacity to plan, advocate for, and create affordable housing, preserve the affordability and condition of existing affordable units, and monitor affordable housing restrictions.  Increase the variety of mixed-income housing choices in Brewster, particularly in or near commercial areas in order to support Brewster’s economy and accommodate household growth.  Provide at least 10% of Brewster’s year-round housing units as affordable housing in order to meet local and regional needs.  Ensure long term affordability. Form 11/30/2018 Community Preservation Committee Application 6  Give priority to local residents, town employees, employees of local businesses, and households with children in Brewster schools as allowed by law. Recreation Proposals  Support multiple active and passive recreation uses.  Serve a significant number of residents and visitors.  Expand the range of recreational opportunities available to all ages of Brewster residents and visitors.  Benefit other Brewster committees providing recreational resources to residents.  Promote the use of alternative corridors that provide safe and healthy non-motorized transportation. Form 11/30/2018 Community Preservation Committee Application 7 Town of Brewster Community Preservation Committee APPLICATION REVIEW AND APPROVAL PROCESS Step 1 – Complete the application (with numbered pages) and submit 12 copies, plus a CD or thumb drive containing the complete application with all attachments to: Community Preservation Committee Town Hall 2198 Main Street Brewster, MA 02631 Step 2 – Community Preservation Committee Review and Public Comment A. Application Review: The Brewster Community Preservation Committee (CPC) will review submitted applications to determine whether:  Proposed project is eligible for Community Preservation Act funding after review by Town Counsel.  The application, including the project description and any supporting documentation, is complete.  The application is sufficiently developed in terms of work plan and timely for further consideration. When necessary, the CPC will ask applicants to provide additional information, and the CPC may accept modifications to the original proposal based upon that information and/or discussions with the CPC. B. Project Review Guidelines are as follows:  When the CPC has determined that the 3 criteria in the application review process listed above (A) have been satisfied, the CPC will refer an application to the appropriate committee for review and comment:  Historic Preservation applications will be referred to the Brewster Historical Commission for review and recommendations.  Community Housing applications will be referred to the CPC Housing Committee for review and recommendations.  Recreation applications will be referred to the Recreation Commission for review and recommendations (unless the application originated with the Recreation Commission).  Open Space applications will be referred to the Open Space Committee for review and recommendations (unless the application originated with the Open Space Committee) C. Public Comment – The CPC will seek public comment on proposed projects at regular scheduled meetings. D. CPC Recommendation – After Application Review (A), Project Review (B) and Public Comment (C), the CPC will make recommendations, pro or con, on all applications and will notify applicants of the CPC’s determination. Applications that are approved will be recommended in the form of warrant articles to be voted on at the next Town Meeting. The Brewster Community Preservation Committee (CPC) will make a recommendation to Town Meeting for warrant articles that seek Community Preservation funds only if satisfactory information is received from a project applicant indicating that: Form 11/30/2018 Community Preservation Committee Application 8 1. Sufficient funds will be available to complete the project(s). 2. Every application shall include a project budget with a list of project sources and uses/expenses of funds and a schedule for completion. 3. The source and estimated value of any expected ‘in-kind’ contributions shall be specified. 4. The Brewster CPC may decline any application that is not responsive to these requirements. 5. The CPC will establish the preliminary terms and conditions for any recommended grant as part of its vote to recommend it. 6. Specific terms and conditions/requirements will be contained in the conditional award letter from the CPC. Step 3 – Town Meeting Approval. Town Meeting has the final authority to award funds from Brewster’s Community Preservation Fund. Should Town Meeting vote approval, for non Town-sponsored awards, a Grant Agreement will be executed between the Town and the applicant that will incorporate the terms and conditions included in the award letter among other items. No CPC funds shall be expended until the Grant Agreement is fully executed. Step 4 – Funding and project oversight by the Community Preservation Committee  Funding will be available following Town Meeting, subject to submission of documents, including the Grant Agreement if necessary, as required by the Community Preservation Committee.  In general, the Town and CPC will execute a grant agreement with the applicant that will describe, among other issues, the conditions for CPC disbursement of funds, including any funds held back until project completion. The CPC must review and approve all agreements.  Historic Preservation projects will require monitoring to ensure that work meets the restrictions as outlined in the Secretary of the Interior Standards for Historic Properties.  In general, grant agreements will require that the project be completed and CPC funds expended within two years.  The CPC will appoint one of its members as the liaison for each approved project. The liaison will frequently be in contact with persons responsible for each project and will require regular reports in person and/or in writing to the Committee. The liaison will also provide the initial approval for any project funding request.  Two sets of bills must be submitted directly to the CPA Administrative Clerk (one original for the Town Accountant and one copy for the CPA Committee files). These must be approved/initialed by the Committee Clerk/Treasurer prior to being submitted to the Town Accountant. Step 5 – Final Report after project completion. The Community Preservation Committee requires a final grant report. The Committee reserves the right to withhold some funds until a final report is received and approved by the Committee. 1 1. Project Description The Lower Cape Housing Institute is a component of the Lower Cape Community Housing Partnership, a comprehensive response to insufficient affordable housing in Brewster and throughout the Lower Cape. The region’s ability to respond to this housing crisis is hindered by land use policies that encourage sprawl and discourage smart growth oriented multi-family housing. Existing zoning has resulted in a housing mono-culture: over 80% of the Cape’s housing is single family, detached homes on one acre lots. Local elected and appointed municipal officials, and town staff need training and technical assistance in the complexity of developing and managing housing that is affordable to year-round residents in order to address this situation. Another major factor hindering the creation of affordable housing in the region has been community resistance to specific proposals to build affordable housing. Many voters have misconceptions and harbor stereotypes about working families in need of affordable housing. Few voters understand the economics of development and the need for density to reduce costs and impact on the environment. In June of 2017, the Community Development Partnership (CDP) launched a comprehensive community-based strategy entitled the Lower Cape Community Housing Partnership (LCCHP). It is designed to build public support for affordable housing and equip LMI (low to moderate-income) residents, business and community leaders, and local elected and appointed officials with the knowledge and skills to support the creation of more year-round housing. The LCCHP helps overcome many of the barriers to developing more affordable housing in the region in order to better meet the housing needs of working families. Without an informed electorate, skilled and knowledgeable volunteer officials, and town staff with expertise in affordable housing development, little progress can be made in addressing the region’s affordable and year-round housing challenges. The LCCHP addresses these barriers through traditional community organizing and leadership development strategies in three ways: Strategy 1: Lower Cape Housing Institute, Quarterly Peer Groups and Advanced Training For the past three years, the CDP has offered an annual Lower Cape Housing Institute (CHI) to educate at least 40 local elected and appointed officials from each town on the Lower Cape including the Town of Brewster. In 2017 70 Lower Cape officials attended and in 2018 53 Lower Cape officials attended. 19 Brewster officials have attended the Housing Institute in the first two years – representing 38 percent of the 50 elected and appointed officials in the Town of Brewster that are eligible to attend. The third annual Lower Cape Housing Institute just ended and seven individuals from Brewster attended at least one session. The Training consists of a series of six workshops that equip officials with the knowledge and skills to support affordable housing development in their towns. In 2020, each workshop will be held in a centralized Lower Cape location to be accessible to participants from all eight Lower Cape towns. Our collaboration with the Mass Housing Partnership (MHP) and the Cape Cod Commission to refine and deliver the curriculum will continue. 2 The Lower Cape Housing Institute covers a wide range of topics outlined in ATTACHMENT B. As a result of receiving training, Brewster will be better positioned to implement changes in zoning by- laws that support affordable housing development and ultimately increase the number of affordable units in Brewster’s Subsidized Housing Inventory. Furthermore, Brewster will increase its utilization of Community Preservation Act funding for affordable housing and make optimal use of the town’s newly established Affordable Housing Trust. Peer Group Meetings are held each quarter on the Lower Cape and Outer Cape. These 2-hour meetings are open to Town staff involved in housing issues (i.e. Town managers, planners, housing specialists), elected and appointed officials, and Housing Institute participants/graduates. The meetings provide an opportunity for the exchange of ideas and the development of regional solutions to address the Lower and Outer Cape’s affordable housing crisis. The Housing Institute is designed to provide participants with a comprehensive foundation of knowledge and skills to address affordable housing issues. However, many topics are covered only at a basic level. To provide more in-depth knowledge of issues such as affordable housing finance, zoning reform and development of community housing, quarterly trainings are offered on in-depth topics for elected and appointed officials, and Housing Institute participants/graduates. Strategy 2: Lower Cape Housing Advocacy Training Lower Cape residents concerned about the lack of affordable housing are trained to develop leadership, organizing and public speaking skills to effectively engage in public hearings and Town Meetings. Participants gain an understanding of how affordable housing is created and how decisions are made at a town level that affect the development of affordable housing. Strategy 3: Public Education Campaign Most municipal decisions affecting affordable housing development require a town meeting vote making it critical to develop broad support for affordable housing. This campaign is designed to dispel stereotypes about Low-Moderate Income residents of affordable housing developments. This application seeks funding to support the 2020 and 2021 Lower Cape Housing Institutes, Quarterly Peer Groups and Advanced Trainings. In order to maximize efficiency for both CDP staff and the Brewster Community Preservation Committee, our application seeks a continuation of funding at the same level for FY21-22 at a rate of $7,500 per year for two years. The total request for this multi-year request is $15,000. 2. Not applicable 3. CPA Goals/Criteria The Lower Cape Housing Institute is specifically designed to assist the Town of Brewster in creating, preserving and supporting community housing for low-to-moderate income residents including families and seniors. As such, this project is eligible for CPA funds under the Community Housing eligible use. By attending the Lower Cape Housing Institute and advanced training, Town officials and staff will have the knowledge and tools that they need to make decisions and 3 implement strategies that increase affordable housing in a way that is appropriate for the town. Furthermore, Brewster will be better positioned to support the creation of affordable housing in a way that protects open space, maintains its historic character and enhances recreational use of land. UAlignment with the Brewster CPC General Criteria • Boost the vitality of the Town Reducing the burden of housing costs for residents is a critical component of community wellness and vitality. Cost burdened families experience greater financial and personal stress with a cascade of associated negative impacts to these families. Residents who are able to afford a safe and appropriate home are better able to engage with and contribute to the local economy. • Enhance the quality of life for Brewster residents Safe and decent housing is the most important aspect of life quality. Creating affordable housing for residents directly impacts their quality of life. • Serve a currently under-served Town population The primary beneficiaries of the Lower Cape Housing Institute are local elected and appointed municipal officials who are involved in decisions that affect housing production. Municipal officials lack continuing education opportunities. The Lower Cape Housing Institute is the only local training opportunity related to increasing the production of affordable housing. • Demonstrate practicality and feasibility, and ability to implement within budget The Community Development Partnership has developed the program expansion and budget based on actual year 3 costs and participants feedback. The CDP has a track record of high- quality program delivery. • Leverage additional public and/or private funds The CDP has applied for private and public funding to support year 4 of the Lower Cape Housing Institute. Additionally, the CDP will contribute reserve funds to fill the funding gap as necessary. • Preserve, enhance or better utilize existing Town resources The Lower Cape Housing Institute is designed to support town staff in better focusing their priorities and resources to implement strategies that have the highest potential for impact. UAlignment with the Brewster CPC Category Specific Criteria for Community Housing Proposals • Contribute to the goal of achieving 10 percent affordable housing • Promote a socioeconomic environment that encourages diversity • Provide housing that is harmonious in design and scale with the surrounding neighborhood • Ensure long-term affordability • Promote use of existing buildings or construction on previously-developed or Town-owned sites • Convert market rate to public subsidized units • Provide an appropriate mix of rental and ownership housing • Give priority to local residents, town employees, employees of local business as allowed by law The purpose of the Lower Cape Housing Institute is to provide Brewster elected and appointed officials, and staff with the knowledge and skills necessary to increase the supply of affordable housing in their town. By definition, these units will add to Brewster’s Subsidized Housing Inventory (SHI) thereby getting closer to meeting the Commonwealth’s 10 percent affordability goal. However, the Institute will go further by teaching participants how to exceed this goal by planning for the future needs of town residents at all income levels. The Lower Cape Housing Institute will support 4 the Town of Brewster in determining its affordable housing needs and implementing strategies to meet those needs in a way that is place-based and contextual. Session one of the Lower Cape Housing Institute lays the foundation for the institute by reviewing regional and town-level data on the current and future housing needs. Session two looks at how Chapter 40B can be used to increase a town’s SHI. Session three provides an overview of the different types of planning tools available to meet specific needs. Session four focuses on understanding the complex financing required to develop affordable housing as well as the phases of development as they pertain to the town. Participants learn about funding sources and municipal subsidies that can support these processes and attract high quality developments. The Lower Cape Housing Institute dedicates session five to pre-development aspects of a project including zoning and site selection. Understanding housing types as well as analyzing the housing stock that is missing in your town is critical to making informed decisions about the range of zoning tools available to meet production goals. A local affordable housing developer and architect provide a unique perspective to zoning options and how they can help or hinder a town in utilizing zoning options that attract the type of development that Brewster desires and requires to reach 10 percent of affordable housing stock. In Session six we review the historical policies that have led to the homogenous population that we have on the Cape and the resulting Fair Housing regulations that towns must abide by. Participants will understand why each town is legally obligated to act to increase diversity in our region. 4. UCommunity Benefits As a result of receiving training, Brewster will be better positioned to implement changes in zoning by-laws that support affordable housing development. These changes will ultimately increase the number of affordable units in Brewster’s Subsidized Housing Inventory. Furthermore, Brewster will increase its utilization of Community Preservation Act funding for community housing. The success of the Lower Cape Housing Institute will be measured against the following short-term and long-term outcomes: • 40 local elected and appointed officials will have a solid knowledge of affordable housing development solutions and strategies. • Broad public support will exist for the development of affordable housing units. • Towns will implement changes in zoning by-laws that support affordable housing development. • There will be an increase in the number of affordable units to each town’s Subsidized Housing Inventory. • Towns will utilize Community Preservation Act funding for affordable housing. 5. UCommunity Support The CDP has collected feedback from municipal officials and staff who have participated in the Lower Cape Housing Institute. Participants were asked to state the value of the Lower Cape Housing Institute from the following options: Very valuable, Valuable, Fairly valuable or Not valuable. As of 5 November 20P th P, 100% of respondents indicate that the sessions are either Very valuable or Valuable. We have also received anecdotal praise for the Lower Cape Housing Institute and how it empowers municipal officials to work toward their affordable housing goals. At the end of the Institute, all participants were asked to complete a final evaluation to provide feedback on how we can strengthen the Lower Cape Housing Institute in year 4 and beyond. 6. UProject Timeline July 1 – September 30, 2020 Housing Institute planning -revise curriculum & recruit speakers -recruit participants -secure training venues Plan & schedule quarterly trainings August, 2020 Peer Group Meeting September, 2020 Quarterly Training October 1 – November 15 2020 Lower Cape Housing Institute November, 2020 Peer Group Meetings December, 2020 Post-Institute Wrap-Up December, 2020 Quarterly Training February, 2021 Peer Group Meetings March, 2021 Quarterly Training May, 2021 Peer Group Meetings June, 2021 Quarterly Training The schedule would be the same for year 5 of the Institute. 7. UCredentials Chief Program Officer, Ann C. Robinson, will oversee the Cape Housing Institute. Ann graduated from Dartmouth College with an A.B. in government and then earned a law degree from Boston University. Before joining the CDP, Ann was the Executive Director of Bridgeport Neighborhood and Commercial Services, Bridgeport Neighborhood Fund and Bridgeport Neighborhood Trust, and Community Capital Fund, all located in Bridgeport, CT. Ann Robinson will directly supervise the CDP’s Director of Housing Advocacy, Andrea Aldana, who is responsible for implementing the Cape Housing Institute as well as the broader Cape Community Housing Partnership throughout the eight towns of the Lower Cape including Brewster. Andrea holds a BA in Metropolitan Studies from New York University with a minor in Environmental Science. Andrea has been with the CDP for over six years and also runs the First Time Homebuyer Education program. 8. U Budget/Need for Public Funds See attached budget and recent audited financial report. CPA funds would be used for salaries and direct costs, and will directly benefit the Town of Brewster. Costs are based on actual costs from the 2019 Lower Cape Housing Institute. 6 One commitment has been received for funding for the fourth year of the Lower Cape Housing Institute. Each of the eight towns of the Lower and Outer Cape is being asked to commit CPA funds to this project. In addition, requests have been made to the Cape Cod Foundation. The CDP will commit funds from its Cape and Island license plate proceeds. 9. UMaintenance Not applicable. 10. USite Control Not applicable. Income FY 2021 FY 2022 United Way of the Cape & Islands $15,000 $15,000 Cape & Islands Plate Fund $53,000 $63,000 Provincetown CPC Funds $7,500 $7,500 Truro CPC Funds $7,500 $7,500 Wellfleet CPC Funds $7,500 $7,500 Eastham CPC Funds $7,500 $7,500 Orleans CPC Funds $7,500 $7,500 Brewster CPC Funds $7,500 $7,500 Harwich CPC Funds $7,500 $7,500 Chatham CPC Funds $7,500 $7,500 Cape Cod Foundation $5,000 $5,000 Ferring Foundation $10,000 Total Income $143,000 $143,000 Expenses Salaries & Benefits – Chief Program Officer @ 10%, Project Director @80%, Program Manager @ 60%, Fiscal Manager @ 10% $99,000 $99,000 Project Implementation - 10 training sessions at $3,000/session to cover venue fees, speakers, travel, training materials, marketing & consultants $30,000 $30,000 Overhead (10%)$14,000 $14,000 $140,000 Total Expenses $143,000 $143,000 Surplus/Deficit $0 $0 7 L O W E R C A P E H O U S I N G I N S T I T U T E 2 0 1 9 W H E N : O C T 2 N D - N O V 6 T H 6 :0 0 P M - 8 :3 0 P M W H E R E : W E D N E S D A Y S FREE TRAINING FOR ELECTED & APPOINTED MUNICIPAL LEADERS & TOWN STAFF W H O : S E S S I O N S : E A S T H A M P U B L I C L I B R A R Y 1 9 0 S A M O S E T R O A D , E A S T H A M , M A 0 2 6 4 2 O C T 2 N D O C T 9 T H M U N I C I P A L P L A N N I N G F O R A S H A R E D C O M M U N I T Y V I S I O N N O V 6 T H O C T 3 0 T H O C T 2 3 R D O C T 1 6 T H S E T T I N G Y O U R T O W N U P F O R S U C C C E S S Z O N I N G F O R H O U S I N G T O P R O T E C T O P E N S P A C E T H E L O W E R C A P E H O U S I N G L A N D S C A P E A N A L Y Z I N G O P T I M A L L O C A T I O N S F O R D E V E L O P M E N T C R O S S I N G T H E F I N I S H L I N E R E G I S T E R : W W W .C A P E C D P .O R G U P C O M I N G E V E N T S C H O O S E A S E S S I O N C L I C K O N T H E R E G I S T E R B U T T O N WEDNESDAYS O C T 2 N D - N O V 6 T H   6 :0 0  P M - 8 :3 0 P M E A S T H A M P U B L I C L I B R A R Y 1 9 0 S A M O S E T R O A D 2 0 1 9 L O W E R C A P E H O U S I N G I N S T I T U T E P O S T - I N S T I T U T E T O W N W R A P -U P S C H E D U L E Chatham - Monday, December 9th | 10 am - 12:30 pm at the Community Center Eastham - Monday, December 9th | 5:30 pm - 8 pm at the Eastham Public Library Orleans - Wednesday, December 11th | 5:30 pm - 8 pm at Snow Library Harwich - Monday, December 16th | 10 am - 12:30 pm at the Cultural Center P E E R G R O U P M E E T I N G S - F A L L Truro - Wednesday, January 8th | 5:30 pm - 8 pm at the Community Center Provincetown - Tuesday, January 21st | 5:30 pm - 8 pm at  Provincetown Commons Wellfleet - Wednesday, January 22nd | 10: 30 am - 1 pm at Preservation Hall Brewster - Tuesday, January 7th | 5:30 pm - 8 pm at the Brewster Ladies Library Outer Cape: Provincetown, Truro, Wellfleet & Eastham, Thursday, November 14th  3 pm - 5 pm at Preservation Hall Lower Cape: Brewster, Chatham, Harwich, & Orleans, Tuesday, November 12th | 3 pm - 5 pm at at the Harwich Community Center R E G I S T E R A T W W W .C A P E C D P .O R G A N D C L I C K O N U P C O M I N G E V E N T S . C H O O S E 1 S E S S I O N O R A L L 6 . S E S S I O N 1 : T H E L O W E R C A P E H O U S I N G L A N D S C A P E S E S S I O N 4 : Z O N I N G F O R H O U S I N G T O P R O T E C T O P E N S P A C E S E S S I O N 2 : M U N I C I P A L P L A N N I N G F O R A S H A R E D C O M M U N I T Y V I S I O N S E S S I O N 5 : A N A L Y Z I N G O P T I M A L L O C A T I O N S F O R D E V E L O P M E N T S E S S I O N 6 : C R O S S I N G T H E F I N I S H L I N E S E S S I O N 3 : S E T T I N G Y O U R T O W N U P F O R S U C C E S S Date: October 2, 2019 Addressing the housing crisis is one of the most important actions we can take the preserve the health of our communities. This session will lay the foundation for understanding how you can use your power and position to move the needle on housing in a significant way. First, you’ll arm yourself with the data trends that describe the housing crisis. Then we’ll develop a shared language to help us talk about housing to the public. A state policy & legislative update will tell us which tools and resources are in the pipeline to support you. Finally, we’ll talk about the secret ingredient in catalyzing change and what you can do right now to transform your community’s housing options. Date: October 9, 2019 The 2019 Lower Cape Housing Institute is designed to follow housing productions steps from visioning to building. Session two moves us from understanding the problem to planning for the future. We’ll review which plans will identify and shape your community’s priorities.  In order to implement any plan at the town level, you need the support of voters. Learn why community engagement is a critical component of any planning process and how to implement a participatory process. Date: October 23, 2019 Historically, there has been tension between housing and open space, but it doesn’t have to be that way. In fact, smart & intentional zoning should support, rather than conflict with, our region’s ability to preserve and protect this beautiful place that we call home. We’ll focus on successful examples of Open Space Residential Development (OSRD) for multi-family. We’ll also discuss zoning options that allow for compact housing and inclusive neighborhoods (including a brief overview of Chapter 40B). Date: October 16, 2019 Housing development is expensive whether it is affordable or not.   We’ll discuss new and innovative revenue streams that will allow for more flexibility in meeting the housing needs of residents at all income levels. We’ll also discuss the range of tools and strategies that towns can use to support their year- round community and encourage high quality housing production. Date: October 30, 2019 So, you think you have a site? That’s great! Do you know what can actually be built on the site? How much money will you need to invest into the site and what will your return be on that investment? Will you get enough units to make a dent in your affordable housing stock? These are all questions that towns need answered before they start seeking developers. There is a way to maximize and manage resources to meet specific goals. You’ll learn how to be strategic in your approach to housing development and select sites with a higher likelihood of success. Date: November 6, 2019 Once you’ve selected the right site, much needs to happen before a shovel hits the ground. We’ll discuss the range of pre-development activities that a town can engage in and what a town can expect to spend before it seeks a developer. You’ll learn important tips for writing an RFP that attracts high quality developers (hint: don’t write it by yourself!) Since selecting a developer is one of the most important decisions that a town will make, we’ll walk you through how to make the best choice. After that, the town doesn’t have much involvement except to ensure that those hard- earned affordable units stay affordable; we’ll talk about that too. 11 2019 Lower Cape Housing Institute Session Descriptions Register for the Lower Cape Housing Institute Session 1: The Lower Cape Housing Landscape October 2, 2019 Addressing the housing crisis is one of the most important actions we can take to preserve the health of our communities. Despite the complexity of the challenge, the solutions are well known and understood. This session will lay the foundation for understanding how you can use your power and position to move the needle on housing in a significant way. First, you’ll arm yourself with the data trends that describe the housing crisis. Then we’ll develop a shared language to help us talk about housing to the public. You’ll learn about what Lower Cape towns are doing to meet their housing needs and how it compares to where we need to be. A state policy & legislative update will tell us which tools and resources are in the pipeline to support you. Finally, we’ll talk about the secret ingredient in catalyzing change and what you can do right now to transform your community’s housing options. Session 2: Municipal Planning for a Shared Community Vision October 9, 2019 The 2019 Lower Cape Housing Institute is designed to follow housing productions steps from visioning to building. Session two moves us from understanding the problem to planning for the future. We’ll review which plans will identify and shape your community’s priorities. In order to implement any plan at the town level, you need the support of voters. Learn why community engagement is a critical component of any planning process and how to implement a participatory process. 12 Session 3: Setting Your Town Up for Success October 16, 2019 Housing development is expensive whether it is affordable or not. It becomes much more expensive when towns are focused on appropriate design and when the municipal climate is unpredictable for developers. Using local dollars is the best way to retain local control so that you can ensure that you are meeting your town’s housing needs while respecting concerns about scale and design. Before you jump into housing development, there are many ways that you can prime your town for the best quality project for your town (think infrastructure, incentives, etc.). We’ll discuss new and innovative revenue streams that will allow for more flexibility in meeting the housing needs of residents at all income levels. We’ll also discuss the range of tools and strategies that towns can use to support their year-round community and encourage high quality housing production. Session 4: Zoning For Housing To Protect Open Space October 23, 2019 Historically, there has been tension between housing and open space, but it doesn’t have to be that way. In fact, smart & intentional zoning should support, rather than conflict with, our region’s ability to preserve and protect this beautiful place that we call home. We’ll focus on successful examples of Open Space Residential Development (OSRD) for multi-family. We’ll also discuss zoning options that allow for compact housing and inclusive neighborhoods (including a brief overview of Chapter 40B). Session 5: Analyzing Optimal Locations October 30, 2019 So, you think you have a site? That’s great! Do you know what can actually be built on the site? Are you hoping you’ll have shovels in the ground within a year? How does that site fit within your broader strategy? How much money will you need to invest into the site and what will your return be on that investment? Will you get enough units to make a dent in your affordable housing stock? And if not, will you have any money left in your Housing Trust to start another project soon? These are all questions that towns need answered before they start seeking developers. There is a way to maximize and manage resources to meet specific goals. You’ll learn how to be strategic in your approach to housing development and select sites with a higher likelihood of success. Session 6: Crossing the Finish Line November 6, 2019 Once you’ve selected the right site, much needs to happen before a shovel hits the ground. The more information that a town can gather about a site, the better a developer can respond to the town’s needs and desires. We’ll discuss the range of pre-development activities that a town can engage in and what a town can expect to spend before it seeks a developer. You’ll learn important tips for writing an RFP that attracts high quality developers (hint: don’t write it by yourself!) Since selecting a developer is one of the most important 13 decisions that a town will make, we’ll walk you through how to make the best choice. After that, the town doesn’t have much involvement except to ensure that those hard-earned affordable units stay affordable; we’ll talk about that too. Fall Peer Group Meetings: click here to register After the Lower Cape Housing Institute, we will hold our fall quarterly sub-regional Peer Group Meetings to continue to facilitate sub-regional communication and support municipal officials. Additionally, we continue to work with Mass Housing Partnership to offer Advanced Trainings on the Cape covering topics relevant to Cape Housing Institute and Peer Group participants. •Lower Cape Peer Group Meeting: Tuesday, November 12th, 3pm - 5pm, Harwich Community Center •Outer Cape Peer Group Meeting: Thursday, November 14th, 3pm - 5pm, Wellfleet Preservation Hall Post-Institute Town Wrap-Ups: click here to register Back by popular demand, we will once again convene small group meetings on a town-by-town basis. These wrap-ups are an informal space for municipal officials and staff to debrief about how to translate learnings into specific actions. Participants will leave feeling energized and with clarity about how they can best contribute toward a common goal. These wrap-ups are professionally facilitated to ensure that they are as useful as possible for the group. We will provide a flexible agenda with enough structure to be efficient without being prescriptive. •Chatham: Monday, December 9, 2019, 10am - 12:30pm, Chatham Community Center •Eastham: Monday, December 9, 2019, 5:30pm - 8pm, Eastham Public Library •Orleans: Wednesday, December 11, 2019, 5:30pm - 8pm, Snow Library •Harwich: Monday, December 16, 2019, 10am - 12:30pm, Harwich Cultural Center •Brewster: Tuesday, January 7, 2020, 5:30pm - 8pm, Brewster Ladies Library •Truro: Wednesday, January 8, 2020, 5:30pm - 8pm, Truro Community Center •Provincetown: Tuesday, January 21, 2020, 5:30pm - 8pm, Provincetown Commons •Wellfleet: Wednesday, January 22, 2020, 10:30am – 1 pm, Wellfleet Preservation Hall Questions? Contact Andrea Aldana, Director of Housing Advocacy, to be added to the notification list: by phone (508) 240-7873 x10 or by email andrea@capecdp.org.