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Home My Public Portal AboutPacket for Housing Partnership 1.20.2022Town of Brewster Housing Partnership 2198 Main St., Brewster, MA 02631 Housingmeeting@brewster-ma.gov (508) 896-3701 MEETING AGENDA Remote Participation Only Thursday January 20, 2022 at 6:00 PM This meeting will be conducted by remote participation pursuant to Chapter 20 of the Acts of 2021,. No in-person meeting attendance will be permitted. If the Town is unable to live broadcast this meeting, a record of the proceedings will be provided on the Town website as soon as possible. The meeting may be viewed by: Live broadcast (Brewster Government TV Channel 18), Livestream (livestream.brewster- ma.gov), or Video recording (tv.brewster-ma.gov). Meetings may be joined by: 1.Phone: Call (929) 436-2866 or (301) 715-8592. Webinar ID: 853 9402 2099 Passcode: 301097 To request to speak: Press *9 and wait to be recognized. 2.Zoom Webinar: https://us02web.zoom.us/j/85394022099?pwd=M2JSaDJWYTZPK1l3eVZPVnVmaTdiUT09 Passcode: 301097 To request to speak: Tap Zoom “Raise Hand”, then wait to be recognized. Housing Partnership Jillian Douglass Chair Lisa Forhan Clerk Vanessa Greene Ralph Marotti Diane Pansire Sarah Robinson Steve Seaver Asst. Town Administrator Donna Kalinick Housing Coordinator Jill Scalise 1.Call to Order 2.Declaration of a Quorum 3.Meeting Participation Statement 4.Recording Statement 5. Review of CPA Applications for housing funding referred by CPC A. Pennrose -Funding towards Construction of Affordable Housing in Orleans B. Community Development Partnership – Proportional Allocation towards Regional Housing Institute C. Town of Brewster - Funding towards Housing Coordinator Position 6.Housing Production Plan Update 7.Updates from Housing Coordinator 8.Updates from Liaisons a. Affordable Housing Trust i. Request for Proposals to Develop Housing b. Community Preservation Committee i. Plan Forum ii. Bylaw Formula iii. Pending Application(s) c. Brewster Housing Coalition 9.Discussion, and possible vote, on Brewster CPA Funding Formula Recommendation to the Community Preservation Committee (CPC) 10.For Your Information/Correspondence 11.Questions/Comments on Recent Shares 12.Matters Not Reasonably Anticipated by the Chair 13.Minutes of the November 18, 2021 Housing Partnership Meeting 14.Schedule Next Meeting 15.Adjournment Date Posted: 01.13.22 Date Revised:Received by Town Clerk: 6 7 To: Housing Partners From: Jillian Douglass, Chair Date: January, 2022 RE: Some thoughts you may wish to consider and questions you may wish to ask when reviewing housing proposals What are the merits? How will this plan/project benefit our community’s housing goals? Does it benefit the most people possible? Is the plan/project feasible and likely to succeed? Will the housing produced remain affordable for the maximum duration possible? Does it pose any legitimate negative impacts, concerns or encroachments that require special consideration and monitoring? Do you have suggestions on how to improve the plan/project? Do you think you will be happy (proud) with the outcome? Do you think the housing the plan/project will produce is what is needed? Does it address any special, unique need or goal that could be further enhanced or expanded? 7 8 BREWSTER HOUSING PARTNERSHIP MEMO from Chair From; Jillian Douglass, Chair To: Partnership Members Date: January 12, 2022 RE: Chair’s Notes on Submissions and Packet for 1/20/22 Meeting I am in support of all 3 of the housing-related requests for Brewster CPA funds that are before us. The CPC’s application format appears to have changed sometime between 2020 and 2021. The previous application form (Please see the bottom of page 9 “Category Specific Criteria” of the Pennrose application submission) listed 7 criteria for Community Housing Proposals. The 2021 CPC application, now lists 8 criteria for Community Housing Proposals. The 8th criteria that was added askes that Applicants “Commit to a resident selection process that…does not include a local preference.” I strongly object to the Community Preservation Committee discouraging proposals for Community Preservation Housing Funds that could benefit specific target local populations. The CPA Committee should not be discouraging proposals that seek a LOCAL PREFERENCE or that prioritize a specific target population for a publicly funded housing. Our Town has a right to publicly fund projects that benefit economically disadvantaged populations BEYOND those identified by the federal or state law as "protected" populations. Brewster has the right to direct Community Housing funds to build or finance housing or services that specifically support local target populations such as health care workers, orphans, teachers, students, athletes, people needing transitional housing, victims of local disasters, counselors, 1st responders, farmers, aquaculture workers, people in recovery, people needing nursing care or hospice care, or other permanent supportive housing. This added 8th criteria undermines one of the main purposes of the "Community Preservation Act" which recognized the right of Towns to allocate their local resources toward preserving the unique qualities of their local communities. This includes investing in housing for the people of the community in need of housing to ensure the community includes the people who contribute to the character of the community. Please note that 2 of the applications rightfully do not indicate they will "not include a local preference". Please consider: Applicants seeking affordable rental units in OUR TOWN are experiencing wait lists of 5 to 8 years. People are currently living in places that were never meant to be occupied year-round or by the number of people occupying those spaces. Our local need has NEVER been greater. Pennrose Application Comment- Town Counsel notes a 40-year affordability protection is a MINIMUM - Request members consider pushing for 50-year protections. CDP Housing Institute Application Comment - Consider requiring that Brewster Town Officials and Volunteers be invited to participate in the Institute for fre,e and that classes and presentations be recorded and broadcast on BGTV. 8 9 Brewster Community Preservation Committee Application Form Instructions for Applicants Before you begin completing the form: 1. Download and save this document under a new name (for example Projectname.applicant.pdf)* 2. Open your saved document and complete the form fields. 3. If you need more room for answers/information, feel free to include additional pages in your submission. 4. Need help, or have questions? Send an email to cpcmeeting@brewster-ma.gov and we will respond quickly. 9 10 1 Community Preservation Committee Application October 1, 2020.rev2 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, Faythe Ellis, Chair Community Preservation Committee Faythe Ellis, Chair Historical Commission faythe.ellis@outlook.com Sharon Marotti, Vice-chair 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 Bruce Evans, Member Conservation Commission nanumetbruce@gmail.com Diane Pansire, Member Citizen Representative dpansire@capecodfive.com Paul Ruchinskas, Member Citizen Representative pjruch@comcast.net 10 11 2 Community Preservation Committee Application October 1, 2020.rev2 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 11 12 3 Community Preservation Committee Application October 1, 2020.rev2 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 $ 12 13 4 Community Preservation Committee Application October 1, 2020.rev2 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. Form fields are provided after each question for your convenience. If you need more room, you may provide additional information via separate documents/attachments at the end of the document. 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 Historical 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. 13 14 5 Community Preservation Committee Application October 1, 2020.rev2 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? 14 15 6 Community Preservation Committee Application October 1, 2020.rev2 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)? 15 16 7 Community Preservation Committee Application October 1, 2020.rev2 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? 16 17 8 Community Preservation Committee Application October 1, 2020.rev2 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. 17 18 9 Community Preservation Committee Application October 1, 2020.rev2 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. 18 19 10 Community Preservation Committee Application October 1, 2020.rev2  Commit to a resident selection process that promotes diversity and does not include a local preference. 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. 19 20 11 Community Preservation Committee Application October 1, 2020.rev2 Town of Brewster Community Preservation Committee APPLICATION REVIEW AND APPROVAL PROCESS Step 1 – Complete the application (with numbered pages) and submit with all attachments either:  Electronically to cpcmeeting@brewster-ma.gov, or  Deliver a 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 Brewster Housing Partnership 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. 20 21 12 Community Preservation Committee Application October 1, 2020.rev2 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: 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. 21 22 2021 Brewster CPA Funds Application Project: Orleans Cape Cod Five Location: 19 West Road, Orleans, MA 02653 Submitted November 2021 by Pennrose, LLC 22 23 Town of Brewster Community Preservation Committee 2198 Main St., Brewster, MA 02631 cpcmeeting@brewster-ma.gov (508) 896-3701 x1149 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, Faythe Ellis, Chair Community Preservation Committee Faythe Ellis, Chair Historical Commission faythe.ellis@outlook.com Sharon Marotti, Vice-chair 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 Bruce Evans, Member Conservation Commission nanumetbruce@gmail.com Peggy Jablonski, Member Citizen Representative pegjab@gmail.com Sarah Robinson, Member Citizen Representative RobinsonFinancialSolutions@comcast.net Paul Ruchinskas, Member Citizen Representative pjruch@comcast.net 1 Community Preservation Committee Application rev. 09/22/21 23 24 Town of Brewster Community Preservation Committee 2198 Main St., Brewster, MA 02631 cpcmeeting@brewster-ma.gov (508) 896-3701 x1149 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 • Help implement the Vision Plan and other CPC related town planning documents • 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 currently 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 2 Community Preservation Committee Application rev. 09/22/21 24 25 Town of Brewster Community Preservation Committee 2198 Main St., Brewster, MA 02631 cpcmeeting@brewster-ma.gov (508) 896-3701 x1149 APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Date Application Submitted: December 3, 2021 Name of Project Applicant: Donna J. Kalinick, Assistant Town Administrator Name of Co-Applicant(s), if applicable: Name of Contact Person: Donna J. Kalinick Contact Person’s Mailing Address: 2198 Main St. Brewster MA Contact Person’s Daytime Phone Number: 508-896-3701 X1130 Contact Person’s email Address: dkalinick@brewster-ma.gov Proposed Project Name: Brewster Housing Coordinator Project Address (or assessor’s parcel ID): Project Synopsis: In 2017, the Town with the support of Community Preservation and as a key recommendation of the Brewster Housing Production Plan (HPP), hired a part-time Housing Coordinator. The Housing Coordinator position has been the number one key to the success of the Brewster Housing Program. The Housing Coordinator supports the Housing Trust and Housing Partnership, provides direct services to residents and works on the strategies and goals of the HPP. Working in conjunction with Town Administration, the Housing Coordinator has been instrumental in multiple housing initiatives, both in the development and support of community housing. This request is for the CPC to fund the position at 30 hours and the Town to fund the benefits for the position. The request is for an increase in 5 hours from 25 to 30 hours, due to the increased number of housing initiatives and support services that the Town is providing. The partnership between CPC and the Town to continue to fund this critical position demonstrates one of the many partnerships that have helped collectively move our housing program forward successfully. Category: ☐ Open Space ☐ Historic Preservation ☐ Recreation ☐ X Community Housing CPA funding requested $66,900.00 Total Cost of Proposed Project $ 89,150.00 25 26 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. Form fields are provided after each question for your convenience. If you need more room, you may provide additional information via separate documents/attachments at the end of the document. Please do not provide any documentation via on-line links, as the committee will not be checking for updates. Be as concise as possible. 1.Project Description: Describe the proposed project. Is this part of a larger project or an ongoing project? CPC funds have supported the Housing Coordinator position since 2017 when the position was created at 19 hours weekly. In the 3rd year of the position and due to the growth of the housing program, the position was increased to 25 hours a week. CPC continued to fund the salary portion of the housing coordinator and the Town funds the benefits portion of the position. Now in the 5th year of the housing coordinator position and the housing program, it is critical that the position continue to be funded and we increase the weekly hours to 30 to meet the growing housing needs. The housing program is also supported by the efforts of the Assistant Town Administrator. The Housing Coordinator and Assistant Town Administrator work closely on housing development and support services for residents. It is the hope of the Housing Program that the new Town Planner will also play a critical role in the housing program's continued growth and success. This coming year will be very important as we update our Housing Production Plan and outline the new 5 year goals for the Housing Program. The Housing Coordinator will play a key role in this process. 2. For Historic Preservation projects: Attach proof of listing on the State Register of Historic Places or 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. 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. 2.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). X Increase the supply of year-round affordable rental housing for all types of households, such as young singles and couples, families, and seniors: The Housing Coordinator has worked in the last 18 months on several housing developments that will address rental needs: Brewster Woods, 30 units, all deed restricted and open to all ages to be completed in July 2022; Serenity Brewster- 132 units of 55+ rental housing, 20% affordable deed restricted to be completed June 2022; Millstone Road Community Housing 16+ acres of municipal land, RFP issued for up to 90 bedrooms of rental housing up to 80% of the area median income (AMI) open to all ages. x Build support for addressing housing needs through partnerships with conservation groups and non- profit and for-profit developers: The Housing Coordinator has built key relationships with town groups and committees and regional housing groups. A key example of a non-profit developer relationship is demonstrated in Brewster Woods which is being developed by the non-profit, Preservation of Affordable Housing (POAH). A key example of a for-profit partnership is Serenity Brewster. The 26 27 Housing Coordinator has shepherded the Local Action Unit process to have the affordable units counted on the Town's subsidized housing inventory. The Housing Coordinator and Housing Program continue to outreach to conservation groups to seek opportunities for a housing/open space project. x Create housing that is affordable and appropriate for very low-income seniors and people with Disabilities: The Housing Coordinator has been instrumental in the redevelopment of the former Wingate Nursing Home and Assisted Living Facility to create 132 units of senior rental housing of which 27 are deed restricted affordable. This re-development represents the best re-use of an existing large facility in town, located near a bike trail and has opened options for seniors in our community to downsize to rental housing that is both big A and little A affordable. The Housing Coordinator has worked with Latham Schools on their plan to develop rental housing for students in transition. x 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: The Housing Coordinator has made key relationships with local housing organizations, such as Housing Assistance Corporation and Community Development Partnership, participating in regional work groups such as the Rental Assistance work group. At the same time, the Housing Coordinator has fostered key relationships on the state level with the Department of Housing and Community Development (DHCD) and Citizens Housing and Planning Association (CHAPA). The Housing Coordinator has been working diligently on the preservation of units that are on the Town subsidized housing inventory (SHI), to preserve and rehabilitate them. The Housing Coordinator also worked with the Latham Schools and DHCD to preserve (3) units that were due to be removed from the Town SHI. x 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: The Housing Coordinator continues to support the new town ADU bylaw, work with the Chamber of Commerce and local businesses on housing issues and provide education to town residents and committees about the housing challenges that we face that have been exacerbated by the pandemic. There is a great need to address zoning in Brewster in order to allow more options, particularly top of the shop housing. x Provide at least 10% of Brewster’s year-round housing units as affordable housing in order to meet local and regional needs: Brewster Woods and Serenity Brewster will come onto the town's SHI in 2022. This will add 57 units to our SHI and will put the Town over 6% of the SHI goal of 10%. This will enable the Town to apply for certification for 1 year during which we will enter Safe Harbor. x Ensure long term affordability: The Housing Coordinator worked with Latham Schools and DHCD to preserve (3) units that were due to be removed from our SHI. The Housing Coordinator has a dossier on each unit on our SHI and makes sure when possible, they are converted to a universal deed rider which provides assurance of the long term affordable status. x Commit to a resident selection process that promotes diversity and does not include a local preference. The Housing Program with the support of the Housing Partnership sponsored a Fair Housing and Local Preference forum in 2021, with the assistance of Mass Housing Partnership. The goal was to educate and open a conversation about critical decisions around fair housing and local preference. The Housing program has recommended local preference of 50% for Serenity Brewster where the past practice has been 70%. It is important that we continue to have discussion about these decisions for the community. 27 28 4. Community Benefits: What are the community benefits of the project? The Housing Coordinator holds open hours for residents. The number of calls, inquiries, and requests for support has risen to over 50 monthly. The Housing Coordinator is also serving in a support role for the Town Covid relief fund. The Housing Coordinator is the face of the Brewster Housing program and is widely considered a resource on the Cape for other town's and regional housing agencies. It is clear that the success Brewster has had in it's housing program is due to the establishment of a housing coordinator as a town position. In the past 18 months, the Town has established a rental assistance program and received Community Development Block Grant funds for housing rehabilitation and child care. Both of these programs have a direct service impact on our residents. 5. Community Support: What is the nature and level of support for this project? Include letters of support and any petitions. Letters of support are included from the Select Board, Affordable Housing Trust and Brewster Housing Partnership. Town Administration fully supports the Housing Coordinator and the Brewster Housing program. 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? Funding is requested for Fiscal Year 23. 7. Credentials: What are the qualifications and relevant experience of those undertaking the project? The housing coordinator undertakes ongoing education from the State and regional housing community and participates in state and regional housing peer groups. Housing is a complicated and changing field that requires constant education. The Brewster Housing Coordinator works collaboratively to achieve housing goals in Brewster and on the Cape. Examples of the work of the Housing Coordinator are attached. 5 Community Preservation Committee Application rev. 09/22/21 28 29 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.) The CPA funds are requested to fund an increase from 25 to 30 hours for the position. The request is at the projected FY23 rate. The Town will fund the benefits portion of the position which includes health and life insurance and retirement and employment benefits. The FY23 benefit rate is estimated in this application based on the FY22 actuals. 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. 6 Community Preservation Committee Application rev. 09/22/21 29 30 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. 7 Community Preservation Committee Application rev. 09/22/21 30 31 Town of Brewster Community Preservation Committee CATEGORY SPECIFIC CRITERIA (Identify which of the following criteria apply to your project.) Open Space Proposals o 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. o Provide opportunities for passive recreation and environmental education. o Enhance or protect wildlife corridors, promote connectivity of habitat and prevent fragmentation of habitats. o Provide connections with existing trails or potential trail linkages. o Preserve scenic views or border a scenic road. o Protect drinking water quantity and quality. o Provide flood control/storage. o Preserve important surface water bodies, including wetlands, vernal pools or riparian zones. o 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 x 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. x MANDATORY: Project must meet Secretary of the Interior Standards for rehabilitation and/or restoration of Historic Preservation Properties. x 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. o Protect, preserve, enhance, restore and/or rehabilitate historic, cultural, architectural or archaeological resources of significance, especially those that are threatened. o Protect, preserve, enhance, restore and/or rehabilitate town-owned properties, features or resources of historical significance. o Protect, preserve, enhance, restore and/or rehabilitate the historical function of a property or site; o Demonstrate a public benefit and/or public access, or o Otherwise provide permanent protection for maintaining the historic resource. o Project site should not be privately owned unless there is demonstrable public access and benefit. Community Housing Proposals x Increase the supply of year-round affordable rental housing for all types of households, such as young singles and couples, families, and seniors. x Build support for addressing housing needs through partnerships with conservation groups and non- profit and for-profit developers. x Create housing that is affordable and appropriate for very low-income seniors and people with disabilities. x 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. x 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. x Provide at least 10% of Brewster’s year-round housing units as affordable housing in order to meet local and regional needs. x Ensure long term affordability. x Commit to a resident selection process that promotes diversity and does not include a local preference. 8 Community Preservation Committee Application rev. 09/22/21 31 32 Recreation Proposals o Support multiple active and passive recreation uses. o Serve a significant number of residents and visitors. o Expand the range of recreational opportunities available to all ages of Brewster residents and visitors. o Benefit other Brewster committees providing recreational resources to residents. o Promote the use of alternative corridors that provide safe and healthy non-motorized transportation. o Promotes or enhances accessibility. (Please elaborate in application.) 9 Community Preservation Committee Application rev. 09/22/21 32 33 Town of Brewster Community Preservation Committee APPLICATION REVIEW AND APPROVAL PROCESS Step 1 – Complete the application (with numbered pages) and submit with all attachments either: • Electronically to cpcmeeting@brewster-ma.gov, or • Deliver a thumb drive containing the complete application with all attachments* • to: Community Preservation Committee Town Hall 2198 Main Street Brewster, MA 02631 • *Do not submit access to additional documentation via links as the committee will not be checking for updates. 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 Brewster Housing Partnership 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 10 Community Preservation Committee Application rev. 09/22/21 33 34 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: 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. 11 Community Preservation Committee Application rev. 09/22/21 34 35 35 36 36 37 37 38 Brewster Housing: Building a strong foundation to support affordable housing development FEBRUARY 3, 2021 JILL SCALISE, BREWSTER HOUSING COORDINATOR DONNA J. KA LINICK, ASSISTANT TOWN ADMINISTRATOR, BREWSTER MAHT 38 39 Jill Scalise, Brewster Housing Coordinator Donna J. Kalinick, Assistant Town Administrator & Trust Member Guidance & Support from: Peter Lombardi, Town Administrator Ryan Bennett, Town Planner Brewster Housing Trust & Housing Partnership Today’s Presentation: Building a strong housing foundation u Have a vision: Participatory processto create Production & Vision Plans u Follow guidance from plans & usedata for shared understanding u Continual community engagement &partnership development u Staff support & collaboration u Results u Questions? 39 40 In the beginning….. Housi ng Production Plan 2017 u Consultant produced, supported by a grant from the Cape Cod Commission u Two public workshops in Fall 2016 u Small group interviews u Brewster Housing Partnership, Community Preservation Committee & Town officials u Approved Summer 2017 Brewster Vision Plan 2018 u Brewster Vision Advisory Group u Community Workshops June & October 2017 u Paper & online public survey February 2018 (1,275 people) u Community workshop May 2018 u Approved 2018 40 41 Built upon a strong foundation… Community Engagement Listening Working Together 41 42 Housing Production Plan Priority Needs u Low income rentals forfamilies u Rentals for singles u Subsidized rentals forelderly u Acquisition &rehabilitation ofsubstandard housing 42 43 Housing Production Plan Goals 1.Rental housing 2.Partnerships 3.Seniors & people with disabilities 4.Increase local capacity 5.Variety of housing choices 6.Housing rehabilitation assistance 7.10% statutory minimum 43 44 Brewster Vision Housing Goals u Provide more affordable, safe and accessible rental and home ownership housing options at different price points, particularly for single people, young families and our older population. Achieve the state’s 10% affordable goal by 2025 u 1. Promote housing choices to allow families to live, work and prosper u 2. Provide opportunities to address the varied housing needs of Brewster’s aging population u 3. Address the housing needs of the Town’s year-round & seasonal work force 44 45 USE OF HOUSING PLAN, VISION PLAN AND DATA: TO GUIDE AND IMPLEMENT OUR HOUSING PROGRAM, TO CREATE A SHARED UNDERSTANDING & TO TIE HOUSING TO THE BIG PI CTURE 45 46 Brewster Demographics: When did Brewster grow? Brewster population over time Data source: U.S. Census Bureau, American Community Survey, 2012-2016 46 47 Brewster ’s school enrollment has declined School-aged children by school type 47 48 % of HouseholdsAlmost 1/3 of households in Brew ster are cost burdened Cost Burden 100% 75% 50% 25% 0% Not Cost Burdened (0-29% of income towards housing) Cost Burdened (30% or more of income towards housing) Data source: U.S. Census Bureau, American Community Brewster Survey, 2012-2016 48 49 Of All Brewster’s Housing Units, 43% are Vacant (Seasonal) Units Brewster's Year-'Round Owner, Renter and Vacant (Seasonal) Housing Units 50.0% 45.0% 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% Owner-occupied Renter-Occupied Seasonal (vacant) 49 50 From 2010-2015 Brewster lost 456 year-round housing units & gained 503 second homes 50 51 Data Resources Mass Housing Partnership: Center for Housing Data & DataTown www.mhp.net/about-us/data Cape Cod Commission: Housing Market Analysis www.capecodcommission.org/housing 51 52 Housing Supply Strategy GUIDING BREWSTER’S HOUSING PROGRAM 52 53 53 54 Housing Supply Strategies Accomplishments u Housing Coordinator Hired July 2017, CPA funds u Municipal Affordable Housi ng Trust Created 2018, CPA & Town funds u Use Chapter 40B to create affordable housing Habitat For Humanity (14 homes)CPA funds Brewster Woods (30 rental units) CPA funds u Accessory Dwelling Units (ADUs) Approved Town Meeting 12/18 u Apartments over commercial space (ACDU) Approved Town Meeting 12/18 54 55 Housing Supply Strategies Actively addressing and on-going u Redevelop Existing Properties Former nursing home to Serenity Brewster (131 units, age 55+) u Preserve existing affordable units Received $500,000 CPA Funding u Comprehensive housing education plan Held Housing Forum u Review Town-owned property Millstone Property: Community Engagement Sessions. Drafting RFP u Fair and affordable housing Local Preference & Fair Housing Educational Forum 3/25/21 with MHP 55 56 Community Engagement Outreach, Collaboration & Partnerships Town Entities (Working Together) u Town Hall: Housing Office, Administration,Building and Planning Department u Community Preservation Committee u Council on A ging u Housing A uthority u Housing Partnership u Housing Trust u Select Board, Planning Board, ZBA, &Finance Committee Community u Brewster Community Network (BCN) u Chamber of Commerce u Conservation Trust, Ponds Coalition u Faith Community u Public: Newspapers, Website u Realtors u Schools, Parent Teacher Org. (PTO) u Local Non-profits 56 57 Time Intensive Requires Listening Building Relationships Building Trust Building Shared Vision Requires Staff Support 57 58 Support & Collaboration (Sometimes it’s hard and you need support too!) u Have a teammate u Take advantage of available resources u Trainings, MHP, CHAPA (Citizens Housing & Planning Assoc.), local organizations u Internet, v irtual events u Learn from and with one another (especially your neighbors) u Lower Cape Peer Group, Making the Case for Affordable Housing u Ask for & share information u Have targeted requests to best utilize expertise of staff and local experts u Value people’s time and knowledge 58 59 Results: Board members PowersBrewster Affordable Housing Trust Created MAHT in 2018 and dissolved an existing affordable housing fund. $88,000 was transferred to new MAHT. • Select Board • Housing Partnership • Community Preservation Committee • Planning Board • Town Administrator or designee • Citizens at large (2) • Allocations over $50k subject to Select Board approval 59 60 Brewster created goals Mission statement Goals w/priority initiatives Community Housing Forum 60 61 Brewster Affordable Housing Trust Recent & Present Activities Connect with Housing & Vision Plan Follow Mission & Goals u Millstone Property (CPAfunds) u Subsidized HomePreservation (CPA funds) u Home Rehabilitation (CDBGgrant application) u Rental Assistance(CPAfunds) u Joint meetings with BHP,CPC, ongoing education u Funding from Town & CPA 61 62 Millstone Community Housing u 16+ acres of Town owned land designated for community housing. CPA funds used to purchase access parcel. Housing Trust overseeing process. u Pre-feasibility study complete (MHP Grant) u Included three community engagement sessions. The Trust paid to hire a consultant to lead the sessions and online surveys. Work continued into and through Covid emergency. (Used CPA funds for community engagement) u Outreach & Communication: website, letter, updates, etc. u Additional: Watershed Study u Based on abutter concerns (paid for by Trust, CPA funds) u Drafting Request For Proposals (RFP) with MHP assistance u Up to 90 bedrooms, rental units 62 63 63 64 Habitat for Humanity Paul Hush Way 14 homes complete Over 1.3 million in CPA funds to purchase land and build homes Town staff involvement & support throughout process Upcoming: LIP application for 2 homes on land donated by Brewster resident. 64 65 Brewster Woods (Rental) u 30 apartments: affordable 1, 2 & 3 bedroom u Housing Authority property, RFP & lease u $550,000 in CPA funding approved May 2017 u Received Comprehensive Permit April 2018 u Denied DHCD 1st funding round, project changes Summer2019, Approved for LIHTC in 2nd Funding round, Winter 2020 u MassWorks State Grant received 1.68 million dollars Fall 2019 u $250,000 HOME funds approved u Site Work began 12/20, intense oversight by Ms. Kalinick u Coordination of numerous Town departments & developmentteam. Bi-weekly meetings. u Preservation of Affordable Housing (POA H) & HousingAssistance Corporation (HAC)65 66 Serenity Brewster Redevelopment of empty site to 131 units of age 55+ rental housing u A ssisted living & nursing home closed in 2019. u Several potential buyers looked at property &talked with Town. Cape Cod Commission DRI (Dev.Reg. Impact) requirement 10% affordable. u Purchase & Sale Agreement Elevation FinancialGroup, 2020. u Outreach with Town, Housing Partnership andHousing Trust. A greed to 20% affordable units &work with Town to place units on SHI . u Zoning Use Variance granted by the ZBA. 10/20 u Completed Site Plan Review with Planning Board,sale of property closed. 10/20 -12/20 u Working on Local A ction Unit (LAU) application forrental units. Regular meetings: Town staff &Elevation. (A dministration, Building, Housing, Legal) 66 67 Accessory Dwelling Unit (ADU) Bylaws & Accessory Apartments u Brewster Housi ng Partnership examined ADU Bylaws (Fall 2017 – Spring 2018) u Received a grant for technical assistance to assess and amend ADU bylaws. (Winter 2018) u Sent to Planning Board (First held a Listening Session, then normal process)(Summer 2018) u Robust outreach: Spoke at Realtors, Chamber of Commerce, Council on Aging, BCN. Advocates also did outreach. Many conversations! (Fall 2018) u Passed easily at Town Meeting (Fall 2018) u Building Dept., Planning Dept., Housing & ZBA work together on implementation. u Building Dept. handout describes process for residents, available online. u At least 16 Accessory & ADUs have been approved or permitted since March 2019. 67 68 Questions? 68 69 Jill Scalise jscalise@brewster-ma.gov 508-896-3701 ext. 1169 Donna J. Kalinick dkalinick@brewster-ma.gov 508-896-3701 ext. 1130 69 70 BREWSTER AN D CAPE-WID E REN TAL &MO RTGAGE ASSISTAN CE 1 0 0 % o nline applic atio n Ac c e ss funds allo c ate d fo r the To w n o f Bre w ste r – plus state , fe de ral and private ly funde d pro grams – w ith o ne applic atio n. O n e s e c u r e , 100% o n lin e a p p lic a t io n g ive s yo u a c c e s s t o s e ve r a l r e n t a l a n d m o r t g a g e a s s is t a n c e p r o g r a m s , in c lu d in g : RAFT (Re s id e n t ia l As s is t a n c e fo r Fa m ilie s in Tr a n s it io n ) ERM A (Em e r g e n c y Re n t a l a n d M o r t g a g e As s is t a n c e ) O u r p r iva t e h o m e le s s p r e ve n t io n p r o g r a m s a n d fu n d in g O u r n e w W o r k fo r c e H o u s in g Re lie f Fu n d To w n o f Br e w s t e r r e n t a l a s s is t a n c e (fu n d s fo r b o t h ye a r -r o u n d a ffo r d a b ilit y a n d e m e r g e n c y C O VID -19 a s s is t a n c e ), p r o vid e d b y t h e Br e w s t e r Affo r d a b le H o u s in g Tr u s t w it h C o m m u n it y Pr e s e r va t io n Ac t fu n d s W e a r e c o m m it t e d t o k e e p in g o u r c o m m u n it y s a fe ly h o u s e d . Pa r t o f t h is m e a n s r a p id a c c e s s t o r e n t a l a n d m o r t g a g e a s s is t a n c e . O u r s t a ff is t r a in e d t o w o r k r e m o t e ly w it h c lie n t s t o d e t e r m in e t h e p r o g r a m s t h a t a r e t h e b e s t fit fo r t h e ir p a r t ic u la r s it u a t io n , o r t o h e lp c lie n t s n a vig a t e s ys t e m s t h a t a r e a lr e a d y in p la c e . If yo u o r s o m e o n e yo u k n o w n e e d s h e lp w it h t h e ir r e n t o r m o r t g a g e , p le a s e t e ll t h e m t o c o n t a c t H o u s in g As s is t a n c e t o d a y. Th e r e a r e 15 t o w n s o n t h e C a p e , b u t ju s t o n e lo c a l h o u s in g a s s is t a n c e a g e n c y t h a t s e r ve s t h e m a ll. C a ll 508-771-5400 Em a il h a c @h a c o n c a p e c o d .o r g To a p p ly, p le a s e vis ithaconcapecod.o r g /p r o g r a m s /h o m e le s s -p r e ve n t io n 70 71 FACT SHEET Brewster Rental Assistance Program including COVID Emergency Rental Assistance Goal: To provide economic assistance for affordable rental housing with social support services to bridge households and assist them in accessing and maintaining market, and affordable, long term housing options. Additionally, to support COVID impacted households in maintaining housing. Funding Source: Created by the Brewster Affordable Housing Trust, rental assistance is supported by the residents of Brewster through grants of Community Preservation Act (CPA) funds. The program is managed by Housing Assistance Corporation (HAC). Requirements for ongoing Rental Assistance Program • Must be a Brewster resident or employee or have a child in Brewster public elementary schools. • Household income must be below, or at, 80% AMI and paying over 30% of income on rent. • Rental unit must be located in Brewster, be a legal rental unit, and have a written lease. • Monthly rent amount must meet HAC’s determination of ‘rent reasonableness’ for Barnstable County. • Participants may not be receiving other rental assistance. Program Guidelines for ongoing Rental Assistance • Up to $500 per month rental assistance (amount based on tenant portion of rent at 30% of household income; childcare costs & high or emergency health care costs, may be included in determination). • Lease payments made directly to landlord. • Annual review and adjustment of rental assistance, with maximum of 3 years of assistance subject to funding availability and active participation in program. • Participants are required to participate in case management. Parameters of COVID-19 Emergency Rental Assistance • This emergency assistance has more flexibility, is available for post-COVID-19 income up to 100% AMI, considers an increase in COVID related expenses and is limited to a one year, $6,000 total benefit. Applying for Brewster Rental Assistance The Housing Assistance Corporation (HAC) is administering Brewster’s rental assistance program, including COVID-19 relief. To apply, contact HAC at 508-771-5400, email hac@haconcapecod.org or apply online at www.haconcapecod.org/programs/homeless-prevention. 2021 HUD Income Limits Household Size 1 Person 2 Persons 3 Persons 4 Persons 5 Persons 6 Persons 80% AMI $54,450 $62,200 $ 70,000 $77,750 $84,000 $90,200 100% AMI $68,100 $77,750 $87,500 $97,200 $105,000 $112,750 For more information about the creation of the Brewster Rental Assistance Program, contact Jill Scalise, Brewster Housing Coordinator at jscalise@brewster-ma.gov or 508-896-3701, ext. 1169 71 72 New Comm u n i ti e s : Brewster, D e n ni s & W ell fl e e t Attention Property Owners in Brewster, Dennis & Wellfleet! Does your home need Critical Repairs? The Housing Rehab Program may be able to help! We have funds available to help qualified homeowners pay for repairs such as *New Roof *New Siding *New Windows & Doors *New Heating System *New Septic System *Lead Paint Abatement *Handicapped Accessibility *And More! We can help pay for up to $40,000 of repairs per owner-occupied home or qualified rental unit. Who is eligible? Year-Round Homeowners (or some landlords who rent to income-eligible, year-round tenants) who meet the following income guidelines (maximum total household gross income per year): Household Size: 1 person: $54,450 2 people: $62,200 3 people: $70,000 4 people: $77,750 5 people: $84,000 Need More Information? Contact our Office! We will guide you through a quick pre-application to determine if you might be eligible and then can send you an application package. TRI - The Resource Inc. 508-694-6521 23 Whites Path, Suite G2, S Yarmouth, MA 02664 Jean Stanley, Director of HR Programs: Jean@TheResource.org 72 73 Attention Property Owners in Brewster, Dennis & Wellfleet The Brewster Select Board, working in conjunction with The Resource Inc. and Bailey-Boyd Associates, is seeking qualified applicants for the Brewster Regional Housing Rehabilitation Program for year-round residents of Brewster, Dennis and Wellfleet. The funding is provided by the Massachusetts Department of Housing and Community Development and will provide a 0% interest, deferred, forgivable loan to make critical repairs to your home. The program is designed to improve the housing conditions of income-qualified households. If you are interested in participating in this program, please fill out this Preliminary Application and return it to our office. Name: Phone: Email: Street Address: Mailing Address: On the table below please: -Circle the number of persons in your household -Circle your total household income in the last twelve (12) months that is equal to or less than the amount indicated below. Family Size 1 2 3 4 5 6 7 8 Very Low Income 34,050 38,900 43,750 48,600 52,500 56,400 60,300 64,200 Low Income 54,450 62,200 70,000 77,750 84,000 90,200 96,450 102,650 Are you a year-round resident? □ Yes □ No Is anyone living in your household over the age of 65? □ Yes □ No Under the age of 6? □ Yes □ No Do you currently receive Fuel Assistance? □ Yes □ No Do you own the home? □ Yes □ No Is this your Primary Residence? □ Yes □ No *OR* Are you the Landlord? □ Yes □ No What year was your built? Do you have any problems with the following? □ Plumbing □ Heat □ Electrical □ Ceilings □ Insulation □ Hot Water □ Foundation □ Flooring □ Doors & Windows □ Structural Repairs □ Roof □ Septic System How did you hear about the program? Comments: Please Return this Completed Preapplication To: TRI: 23 Whites Path, Suite G2, S Yarmouth, MA 02664 Or Email to Jean@TheResource.org Questions? Call us at 508-694-6521 73 74 CHILDCARE FUNDING ASSISTANCE FOR BREWSTER RESIDENTS The Town of Brewster has been awarded funding as part of a Town of Dennis Community Development Block Grant that provides childcare subsidies for low-moderate income Brewster residents. The program provides assistance of up to $6,000 per child paid directly to a childcare provider when enrolled in a licensed program, in an effort to assist families in seeking or maintaining employment. For more formation d to download a full application, please visit www.baileyboyd.com/childcare-programs-1 or contact: Carol Bergen Bailey Boyd Associates 508-430-4499x5 cbergen@baileyboyd.com 74 75 LOCAL PREFERENCE AND FAIR HOUSING FORUM Thursday March 25th 6PM Sponsored by the Brewster Housing Partnership With the Select Board, Community Preservation Committee & Affordable Housing Trust Fund Special thanks to Mass Housing Partnership 75 76 WELCOME & INTRODUCTIONS Shelly Goehring, Senior Program Manager, Mass Housing Partnership Katharine Lacy, Senior Planner, Mass Housing Partnership Donna Kalinick, Brewster Assistant Town Administrator Jill Scalise, Brewster Housing Coordinator 76 77 Agenda of Presentation •Introduction to the forum: Why are we here? Donna Kalinick & Jill Scalise •Zoning: Obstacles and opportunities for fair housing-Katharine Lacy •Affirmatively furthering fair housing-Shelly Goehring •Local Preference: A general definition and how it is implemented in MA- Katharine Lacy •Brewster Housing-Donna Kalinick & Jill Scalise •Recent Brewster Housing activities and fair housing •Questions & Discussion 77 78 Brewster Housing Coordinator Update September 2021 Jill Scalise Ongoing Activities/ Projects 1. Community Outreach and Education (Housing Production Plan (HPP) Strategy #13) • Responded to email and phone requests for information and assistance, 53 total requests for housing information (30) or assistance (23). Office hours held on Thursdays from 10-12. 2. Brewster Affordable Housing Trust Fund (BAHT) (HPP Strategy #7) & Community Housing Parcel off Millstone (Select Board Strategic Plan Goal H-3, HPP Strategy #15) • The Request for Proposal (RFP) for the up to 90 affordable rental units on the property was approved at a joint meeting of the Housing Trust and Select Board. Laura Shufelt of Mass Housing Partnership (MHP) continues assisting with the RFP process. Helped prepare documents for issuing of RFP. 3. Redevelop Existing Properties for Affordable Housing (HPP Strategy #6) • Serenity Brewster (55+ rental housing, 27 affordable units): Phase 1, 41 studios, completely leased. Phase 2, 91units, expected to open in 2022. Continued work on draft Local Action Unit (LAU) application. • Latham Centers (Educational, 8 rental apartments): Planning Board approved Modification of Site Plan Review with conditions. 4. Comprehensive Permit Projects (HPP Strategy #14) • Brewster Woods (30 affordable rental units): Construction continues, expected to open in 2022. • Habitat, Red Top Road (2 affordable homes, ownership): Brewster received a Technical Assistance grant from MHP for the Comprehensive Permit process. The permit hearing was continued to October. 5. Preservation of Housing and Related Support of Brewster Residents • Brewster Rental Assistance Program (B-RAP) managed by Housing Assistance Corporation (HAC). Quarterly update: 11 Brewster households received assistance of $60,997, mainly from available state and federal funds. • Brewster COVID-19 Relief Fund: Provided staff support for housing requests. • Community Development Block Grant (CDBG) housing rehabilitation and childcare grant applications available to Brewster residents. Bailey Boyd Associates submitting application for FY21 CDBG funding. 6. Subsidized Housing Inventory (SHI) (HPP Strategy #10) • Submitted documentation and received approval from DHCD to extend 3 units that had expired on the SHI. • Follow-up on uninhabited SHI homes: Resale process progressing for 11 Sean Circle- Received property appraisal, communicated with Department of Housing & Community Development (DHCD) and Housing Assistance Corporation (HAC), and went on site visit with Building Commissioner and property representative. Also, sent letter to representative of uninhabited Belmont Park Rd property about tax status. • Provided support for SHI home concerns and prepared annual letter for mailing to all SHI homeowners. 7. Housing Production Plan (HPP): $25,000 CPA grant request to update HPP will be voted at Town Meeting. 8. Collaboration (HPP Strategy #9) • Participated in Community Preservation Committee Housing Focus Group and Lower Cape Peer Group. Provided information about Brewster Housing Program to folks from several local towns. • Cape Cod Sea Camps: Prepared housing data and information for administration. The Housing Trust wrote a Letter of Support for the Sea Camps acquisition. Personnel • Worked with: Assessor, Building Dept., CPC, COA, Health Dept., Housing Partnership, Housing Trust, Planning Dept., Select Board and Town Administration. • Attended Housing Partnership, Housing Trust, Planning, Select Board, and Town meetings. • Participated in trainings on “Know Your Responsibilities”, using Census data, American Rescue Plan Act (ARPA) funding, and dealing with the public in post-covid environment, • Thanks to Ryan Bennett who completed her time as Town Planner. Her wisdom and support were helpful and appreciated as the Housing Coordinator position developed and grew over the past four years, 78 79 Brewster Housing Coordinator Update October 2021 Jill Scalise Ongoing Activities/ Projects 1. Community Outreach and Education (Housing Production Plan (HPP) Strategy #13) • Responded to email and phone requests for information and assistance, 55 total requests for housing information (29) or assistance (26). Office hours held on Thursdays from 10-12. • Housing Roundtable video with Donna Kalinick & Suzanne Bryan filmed and posted on website. 2. Brewster Affordable Housing Trust Fund (BAHT) (HPP Strategy #7) & Community Housing Parcel off Millstone (Select Board Strategic Plan Goal H-3, HPP Strategy #15) • Request for Proposals (RFP) issued for up to 90 affordable rental units on the housing parcel. Site visit on 11/03/21 and proposals due 12/16/21. At meeting, Trust responded to resident questions and comments. • Provided material for the Trust’s mission, goals, and priorities discussion. 3. Redevelop Existing Properties for Affordable Housing (HPP Strategy #6) • Serenity Brewster (55+ rental housing, 27 affordable units): Phase 2, 91units, expected to open in 2022. Visited Serenity. Continued compiling material and working on Local Action Unit application, including regulatory agreement review by legal counsel and Zoom meeting with Serenity developer. 4. Comprehensive Permit Projects (HPP Strategy #14) • Brewster Woods (30 affordable rental units): Under construction, expected to open in summer 2022. • Habitat, Red Top Road (2 affordable homes, ownership): Comprehensive Permit approved by the Zoning Board of Appeals. Attended hearing and provided information on Habitat’s process with the Town. 5. Preservation of Housing and Related Support of Brewster Residents • Community Development Block Grant (CDBG) housing rehabilitation and childcare grant applications available to Brewster residents. Five applications for home rehabilitation have been approved. • Assistance remains available through Brewster Rental Assistance Program (B-RAP) managed by Housing Assistance Corporation (HAC) and Brewster COVID-19 Relief Fund. • Provided support and worked with Town staff on resident situations that involved housing concerns. 6. Subsidized Housing Inventory (SHI) (HPP Strategy #10) • Continued follow-up on SHI homes including Zoom call with legal counsel. • 11 Sean Circle- Communicated with Department of Housing and Community Development (DHCD) and mortgage company. Plan in place for resale of property, next step is a home inspection. • Request for refinance of SHI home addressed. 7. Housing Production Plan (HPP) (Select Board Strategic Plan Goal H-2) • $25,000 CPA grant request to update HPP unanimously endorsed by Select Board and Finance Committee. 8. Collaboration (HPP Strategy #9) • Participated in HOME Consortium meeting and Citizens Housing and Planning Association (CHAPA) Making the Case for Housing Call. New • Request for Proposals (RFP) issued for the creation affordable rental housing on Town-Owned property off Millstone Road. Proposals due December 16, 2021. (Select Board Strategic Goal H-3) Personnel • Worked with: Assessor, Building Dept., Community Preservation Committee, Council on Aging, Finance Committee, Health Dept., Housing Partnership, Housing Trust, Planning Dept., Select Board and Town Administration and Zoning Board of Appeals (ZBA). • Attended Finance, Housing Trust, Select Board and ZBA meetings. • Participated in training on de-escalation techniques. • Many thanks to Donna Kalinick for her tireless support and guidance. 79 80 Affordable Housing Update – Fall 2021Affordable Housing Update – Fall 2021 Housing Update October 2021 from Town of Brewster, MA on Vimeo. The Brewster Housing Office recently had a roundtable discussion with Suzanne Bryan of Brewster Government Television (BGTV). The video provides an overview and update on the Brewster housing program including housing support services and housing initiatives that are in the pipeline. For more information about Brewster Housing, please contact Jill Scalise, Brewster Housing Coordinator at jscalise@brewster-ma.gov or 508-896-3701 ext. 1169 80 81 3 Main Street Mercantile, Unit 7, Eastham, MA 02642 ph: 508.240.7873 | 800.220.6202 fx: 508.240.5085 contact@capecdp.org www.capecdp.org www.facebook.com/capecdp Brewster • Chatham • Eastham • Harwich • Orleans • Provincetown • Brewster • Wellfleet November 29, 2021 Faythe Ellis Chair, Brewster Community Preservation Committee Brewster Town Hall 2198 Main Street Brewster, MA 02631-1898 RE: 2022 and 2023 CPA PROJECT FUNDING REQUEST: Lower Cape Housing Institute Dear Ms. Ellis: I am pleased to enclose a copy of an application from the Lower Cape Cod Community Development Corporation d/b/a the Community Development Partnership (CDP) in submission for 2022 CPA Project Funding for FY 2023 and FY 2024. The CDP is excited about continuing years six and seven of our Lower Cape Housing Institute, and providing training opportunities to municipal officials and town staff in Brewster on advanced level topics for those who have already attended the Housing Institute. The Housing Institute is a much- needed continuing education opportunity as evidenced by the 241 people who have attended the four Housing Institutes including 31 participants from the Town of Brewster. These participants include members of the Board of Selectmen, Finance Committee, Housing Authority, ZBA, Planning Board, Community Preservation Committee, and the Administration. With 29 years of experience in managing and developing affordable housing, the CDP understands that creating more affordable housing in our region is complicated. That’s why we created the Lower Cape Housing Institute to demystify the process and support towns in creating and implementing a comprehensive housing supply strategy to meet current housing needs and plan for future growth. Please note that this application seeks funding to support the 2022 and 2023 Lower Cape Housing Institute, 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 funding request at the same level for FY23-24 at a rate of $7,500 per year for two years. The total request for this multi- year program is $15,000. We look forward to the Committee’s response and please feel free to contact me with questions or comments. Sincerely, Jay Coburn Chief Executive Officer 81 82 Brewster Community Preservation Committee Application Form Instructions for Applicants Before you begin completing the form: 1.Download and save this document under a new name (for example Projectname.applicant.pdf)* 2.Open your saved document and complete the form fields. 3.If you need more room for answers/information, feel free to include additional pages in your submission. 4.Need help, or have questions? Send an email to cpcmeeting@brewster-ma.gov and we will respond quickly. 82 83 1 Community Preservation Committee Application rev. 09/22/21 Town of Brewster Community Preservation Committee 2198 Main St., Brewster, MA 02631 cpcmeeting@brewster-ma.gov (508) 896-3701 x1149 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, Faythe Ellis, Chair Community Preservation Committee Faythe Ellis, Chair Historical Commission faythe.ellis@outlook.com Sharon Marotti, Vice-chair 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 Bruce Evans, Member Conservation Commission nanumetbruce@gmail.com Peggy Jablonski, Member Citizen Representative pegjab@gmail.com Sarah Robinson, Member Citizen Representative RobinsonFinancialSolutions@comcast.net Paul Ruchinskas, Member Citizen Representative pjruch@comcast.net 83 84 2 Community Preservation Committee Application rev. 09/22/21 Town of Brewster Community Preservation Committee 2198 Main St., Brewster, MA 02631 cpcmeeting@brewster-ma.gov (508) 896-3701 x1149 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 •Help implement the Vision Plan and other CPC related town planning documents •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 currently 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 84 85 1 Community Preservation Committee Application rev. 09/22/21 Town of Brewster Community Preservation Committee 2198 Main St., Brewster, MA 02631 cpcmeeting@brewster-ma.gov (508) 896-3701 x1149 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 $ November 29, 2021 Community Development Partnership Ann C Robinson 3 Main Street Mercantile, Unit 7, Eastham, MA 02642 508-240-7873, 13 ann@capecdp.org Lower Cape Housing Institute Not applicable x 15,000 The Community Development Partnership seeks funding to support the sixth and seventh years of the Lower Cape Housing Institute, training that equips local elected and appointed officials with the knowledge and skills needed to support the creation of more year-round housing in the Lower Cape, including Brewster. 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. For the past four 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. 123,350 85 86 2 Community Preservation Committee Application rev. 09/22/21 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. Form fields are provided after each question for your convenience. If you need more room, you may provide additional information via separate documents/attachments at the end of the document. Please do not provide any documentation via on-line links, as the committee will not be checking for updates. Be as concise as possible. 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 Historical 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). See attached application for sections 1 through 10 86 87 5 Community Preservation Committee Application rev. 09/22/21 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? 87 88 6 Community Preservation Committee Application rev. 09/22/21 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. 88 89 7 Community Preservation Committee Application rev. 09/22/21 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. 89 90 8 Community Preservation Committee Application rev. 09/22/21 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. Commit to a resident selection process that promotes diversity and does not include a local preference. 90 91 9 Community Preservation Committee Application rev. 09/22/21 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. Promotes or enhances accessibility. (Please elaborate in application.) 91 92 10 Community Preservation Committee Application rev. 09/22/21 Town of Brewster Community Preservation Committee APPLICATION REVIEW AND APPROVAL PROCESS Step 1 – Complete the application (with numbered pages) and submit with all attachments either: •Electronically to cpcmeeting@brewster-ma.gov, or •Deliver a thumb drive containing the complete application with all attachments* •to: Community Preservation Committee Town Hall 2198 Main Street Brewster, MA 02631 •*Do not submit access to additional documentation via links as the committee will not be checking for updates. 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 Brewster Housing Partnership 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 92 93 11 Community Preservation Committee Application rev. 09/22/21 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: 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. 93 94 2 1. Project Description 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. This application requests support for one of those strategies, training for elected and appointed officials. 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. For the first three years, the Institute consisted of a series of six workshops intended to equip officials with the knowledge and skills to support affordable housing development in their towns. In 2020, the pandemic forced the Institute to be held online and sparked a change in format. All offerings were online and each workshop was independent of each other rather than building on the subsequent one. This is the format that the CDP has chosen to stay with for the foreseeable future. 2. For Historic Preservation Projects 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 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. Alignment with the Brewster CPC General Criteria • Contribute to the preservation of Brewster’s unique character 94 95 3 The Lower Cape Housing Institute will support 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. • Help implement the Vision Plan and other CPC related town planning documents The CDP provides ongoing technical assistance around community engagement, covered this year in the workshop on Community by Design. • 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. • Save resources that would otherwise be threatened Throughout the Institute, we will be focusing on reducing sprawl and protecting open spaces by encouraging village-centered growth close to infrastructure and amenities, which residents prefer. • 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 four costs and participants’ feedback. The CDP has a track record of high-quality program delivery. • Demonstrate a positive cost/benefit relationship • Leverage additional public and/or private funds The CDP has applied for private and public funding to support years six and seven 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. • Receive endorsement by other Town committees and the Brewster public at large Over the past four years, 241 Lower and Outer Cape officials attended the Housing Institute including 31 Brewster officials. Alignment with the Brewster CPC Category Specific Criteria for 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. 95 96 4 • Commit to a resident selection process that promotes diversity and does not include a local preference. 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 ten 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 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. The Housing Institute provides an overview of the different types of planning tools available to meet specific needs. In particular, we hold an annual Housing Coordinator Roundtable to cover technical topics that housing and planning staff deal with on a daily basis. 4. Community 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. Community 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. 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 are asked to complete a final evaluation to provide feedback on how we can strengthen the Lower Cape Housing Institute. 6. Project Timeline For years Six and Seven of the Housing Institute, the schedule will be as follows: 96 97 5 June – August Housing Institute Planning - revise curriculum & recruit speakers -recruit participants -possibly secure training venues -plan & schedule quarterly trainings September Fall Peer Group meetings October Housing 101 Workshop November Workshop December Winter Peer Group Meetings January Workshop February TBD March Workshop April Spring Peer Group Meetings May Annual Town Meeting Housing Summary June Housing Coordinator Roundtable July Summer Peer Group Meetings 7. Credentials 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 ten years and also runs the First Time Homebuyer Education program. 8. Budget/Need for public funds See attached budget (Attachment A). Costs are based on actual costs from the 2020 Cape Housing Institute. Commitments which have been received for funding for the sixth year of the Lower Cape Community Housing Partnership are marked with an asterisk. All of the eight towns of the Lower and Outer Cape are being asked to commit CPA funds for the Housing Institute. The CDP will commit funds from its Cape and Island license plate proceeds as needed. This is an appropriate use of public funds since it is town officials and employees who benefit from the training and, ultimately, the public. CPA funds will be expended over the twelve months of the program. 9. Maintenance Not applicable. 97 98 6 10. Site Control Not applicable. 98 99 ATTACHMENT A 2022-2023 Lower Cape Housing Institute Budget FY 2023 FY 2024 $55,850*$58,400* $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $7,500 $0 $7,500 $7,500 $7,500 $5,000 $5,000 $10,000*$0 $123,350 $123,400 $99,000 $99,000 $12,000 $12,000 $12,335 $12,340 $123,335 $123,340 Income Cape & Islands Plate Fund Provincetown CPC Funds Truro CPC Funds Wellfleet CPC Funds Eastham CPC Funds Orleans CPC Funds Brewster CPC Funds Harwich CPC Funds Chatham CPC Funds Cape Cod Foundation Ferring Foundation Total Income Expenses Salaries & Benefits – Chief Program Officer @ 10%, Project Director @80%, Program Manager @ 60%, Fiscal Manager @ 10% Project Implementation - 4 training sessions at $3,000/session to cover venue fees, speakers, travel, training materials, marketing & consultants Overhead (10%) Total Expenses $15 $60 99 100 Lower Cape Housing Institute 2021- 2022 AUGUST 2021 Lower Cape Regional Housing Funding Working Group - Initial Meeting Tuesday, 8/17 at 4 pm - 5:30 pm SEPTEMBER 2021 Outer Cape Peer Group Tuesday, 9/14 at 3 pm - 4:30 pm Lower Cape Peer Group Thursday, 9/23 at 3 pm - 4:30 pm OCTOBER 2021 Workshop: Housing 101 Friday, 10/15 at 10 am - 12 pm NOVEMBER 2021 Workshop: How to Fund Rental & Homeownership Community Housing Friday, 11/5 at 10 am - 12 pm DECEMBER 2021 Outer Cape Peer Group Tuesday, 12/14 at 3 pm - 4:30 pm Lower Cape Peer Group Thursday, 12/16 at 3 pm - 4:30 pm JANUARY 2022 Workshop: Community by Design Friday, 1/21 at 10 am - 12 pm MARCH 2022 Workshop: The History of Cape Cod Land Use Policy Friday, 3/11 at 10 am - 12 pm APRIL 2022 Outer Cape Peer Group Tuesday, 4/12 at 3 pm - 4:30 pm Lower Cape Peer Group Thursday, 4/14 at 3 pm - 4:30 pm MAY 2022 Annual Town Meetings JUNE 2022 Housing Coordinator Roundtable Friday, 6/17 at 10 am - 11 am 100 101 101 102 102 103 103 104 104 105 105 106 106 107 107 108 108 109 109 110 110 111 111 112 112 113 113 114 114 115 115 116 116 117 117 118 118 119 119 120 120 121 121 122 122 123 123 124 124 125 125 126 126 127 127 128 128 129 129 130 130 131 131 132 132 133 133 134 134 135 135 136 136 137 137 138 138 139 139 140 140 141 141 142 2022 Spring TM Project Requests – Legal Opinions From: Shirin Everett Sent: Tuesday, December 14, 2021 11:36 AM To: 'Faythe Ellis' Cc: Peter Lombardi; Jonathan Silverstein Subject: RE: Repeat CPC applications for Spring 2022 TM Good Morning Faythe, Yes, you may rely on the prior opinions for these renewed CPC applications. Shirin Everett, Esq. KP | LAW 101 Arch Street, 12th Floor Boston, MA 02110 O: (617) 654 1731 F: (617) 654 1735 severett@k-plaw.com www.k-plaw.com From: Faythe Ellis <Faythe.Ellis@outlook.com> Sent: Tuesday, December 14, 2021 9:57 AM To: Shirin Everett <SEverett@k-plaw.com> Cc: Peter Lombardi <plombardi@brewster-ma.gov>; Jonathan Silverstein <JSilverstein@k-plaw.com> Subject: Repeat CPC applications for Spring 2022 TM Good Morning Shirin: We have two applications for Spring Town meeting that are repeats of prior years: Housing Coordinator and Cape Housing Institute. I have attached your legal opinion regarding CPA eligibility for prior versions of these projects. This year’s Housing Coordinator position is requesting funding for more hours for the position, otherwise it is the same request as prior years. Cape Housing Institute application again asks for funding for two years of the program May I again rely on your prior legal opinion (attached) for these repeat applications? Thank you, Faythe Ellis Chair, Brewster CPC 142 143 From: Shirin Everett <SEverett@k-plaw.com<mailto:SEverett@k-plaw.com>> Subject: Brewster: Legal opinions- CPC funding applications Date: January 10, 2018 at 12:17:04 PM EST To: "Paul Ruchinskas (pjruch@comcast.net<mailto:pjruch@comcast.net>)" <pjruch@comcast.net<mailto:pjruch@comcast.net>> 1. Housing Coordinator: The Assistant Town Administrator and Town Planner request CPA funds to retain a part-time Housing Coordinator to assist the Town with its affordable housing projects and programs. According to the job description attached to the application, the Housing Coordinator will, among other things, review the Town’s SHI, ensure that properties remain deed restricted, assist various Town boards with affordable housing projects such as the affordable housing buy-down program, assist with the Town’s Housing Production Plan, identify available housing opportunities, assist in preparing list of priorities, and engage in other activities designed to promote affordable housing. Opinion: It is my opinion that CPA funds may properly be used to retain a Housing Coordinator, as the primary duty of the Housing Coordinator, as described in the job function, is to directly support the Town in acquiring and creating affordable housing and/or assisting in affordable housing programs and/or low income households. I note that there are many municipalities that retain housing coordinators and/or specialists with the use of CPA funds. 2. CDP/Cape Housing Institute: The Community Development Partnership (“CDP”) requests a CPA grant in the amount of $15,000 to fund, in part, year 2 of CDP’s Cape Housing Institute, which is a 6- week training program to provide public officials and employees with the knowledge and skills to develop affordable housing in Brewster and the rest of the Cape, and to promote public awareness and support for affordable housing. CDP will use the CPA funds, in addition to monies from other sources, to pay salaries and benefits of its project director and other staff, fees for consultants, and other implementation expenses in holding the training program, for a total cost of $175,000. Participants in the Initiative will be provided affordable housing data, learn of the zoning tools available to promote affordable housing, and methods of financing affordable housing developments, in addition to other information. The training will provide the Town and other public officials and employees the skills to develop and implement policies, procedures and programs to create affordable housing, though it does not appear that CDP is offering Brewster officials to attend the training in exchange for the grant. Opinion: I note at the outset that, in a published opinion letter, the Department of Revenue advised that CPC members may use CPA administrative funds to become members of the Community Preservation Coalition for their training and educational programs; in that vein, if CDP were seeking funds in exchange for the CPC and/or others to attend the training sessions, it would be my opinion that the CPC may use its CPA administrative funds to participate in the Initiative. 143 144 If the CPC does not wish to use its administrative funds, or the grant is not in exchange for attendance at the training, the Town may nevertheless grant the requested CPA funds if the CPC determines that the Initiative supports community housing (it is clear that the funds will not to be used for the other purposes permitted under the CPA, which is to create, acquire, preserve and/or rehabilitate affordable housing). “Support” is defined in the CPA as including grants/loans of CPA funds directly to income eligible households and to an “entity that owns, operates or manages such housing, for the purpose of making housing affordable.” The CPA does not provide an exhaustive list of activities that constitute the support of community housing, and that the Initiative may provide public officials/employees with invaluable skills and implementation techniques to develop affordable housing. Further, the CPA do not require funds to be expended in and by Brewster alone. However, while CDP owns and manages some affordable housing units, the CPA funds will not be used to make those or other units affordable, and CDP does not intend to use the funds to work directly with the Town and/or low and moderate income households to create or locate affordable housing. Further, even if funds are used for the Initiative, CDP is not providing training to Brewster officers/employees in exchange for the funds, but, rather, to pay for CDP’s expenses to provide training in general. Based on the foregoing reasons, it is my opinion that paying CDP’s salaries and implementation expenses for the Initiative does not sufficiently support the development of affordable housing in Brewster. However, it is ultimately the CPC that determines whether projects are eligible for CPA funds, and may be in the best position of assessing the efficacy of the Initiative. In my opinion, it would not be unreasonable were the CPC to determine that the Initiative supports Brewster’s efforts in creating affordable housing, particularly if CPC members and/or other Town officials or employees attend the training. Please let me know if you have any questions or would like to discuss this further. Shirin Shirin Everett, Esq. KP | LAW 3. Orleans Cape Cod Five Project is a request by developer Pennrose LLC for $100,000 of Brewster CPA housing funds for the refurbishment of existing buildings and construction of new buildings in Orleans into 62 family rental units including 52 affordable units and 10 middle income workforce units. The application begins on page 4. I am mindful of prior regional projects about the Brewster AHR requirements. I noted that under Item 3 CPA Goals, the applicant states “as part of the sites proposal for State and Federal Funding the units will be deed restricted for at least 40 years.” As you are aware, the CPA permits funds to be used for the acquisition, creation, preservation, and support of community housing, and for the rehabilitation of community housing only if such housing was originally acquired or created using CPA funds. “Acquisition” includes the purchase of land and/or interest in land, and the term “support” is defined in the CPA to include “but not be limited to, programs that provide grants, loans, rental assistance, security deposits, interest- rate write downs or other forms of assistance…to an entity that owns, operates or manages such housing, for the purpose of making housing affordable.” “Rehabilitation” means the making of capital or extraordinary repairs and/or improvements to real property. Finally, “community housing” is defined in the CPA as housing for low and moderate income units. I note 144 145 that Pennrose LLC proposes to purchase the Cape Cod Five Cents Bank property in Orleans (the “Property”), rehabilitate the existing bank building thereon, construct a new addition to the building, and construct two new townhouses, which will result in the creation of 52 units of low income housing and 10 units of moderate/workforce housing (the “Project”). Pennrose states that the Project is intended to be restricted for a term of 40 years. In my opinion, the Project is eligible for funding under the CPA as the Town will use CPA monies to “support” the Project, that is, it will provide funds to an entity that will own the Property and/or operate community housing, which Town funds, in addition to other funds, will make the Project economically feasible and affordable to its occupants. In order to protect against claims that the Town is providing public funds to a private party without public benefit, it is my opinion that the Town should also acquire an affordable housing restriction on the Property, preserving its use for low and moderate income housing. Any real property interest acquired with CPA funds must be protected for a minimum period of 30 years. Since the restriction is proposed for a minimum term of 40 years, the restriction would comply with the CPA’s requirements. Note that DOR has advised that where rehabilitation is otherwise prohibited (because the property was not acquired using CPA funds), rehabilitation cannot be permitted under the rubric of other permitted uses – such as support, acquisition, or other permitted uses. For that reason, if Pennrose expends CPA monies to purchase the Property, Penrose may use CPA funds also to rehabilitate the existing bank building, as the Property will have been acquired using CPA funds, in part. If other funds are used to purchase the Property, the CPA funds may be used to construct the new construction and the townhouses, but not to rehabilitate the existing building. The grant agreement that the Town enters into with Penrose can contain these conditions. 145 146 ORLEAIIS MHl CLERK CASE NO. 2146 ~I~ '21 APR 20 9:25!irl APPLICATION OF PENNROSE, LLC ZONING BOARD OF APPEALS TOWN OF ORLEANS PROPERTY AT 19 WEST ROAD and 10 SKAKET CORNERS, ORLEANS, MA ( MAP #40, PARCELS #5 and #6) DECISION ON APPLICATION FOR A COMPREHENSIVE PERMIT UNDER GENERAL LAWS, CHAPTER 40B On January 20, 2021, and March 17, 2021, Case No. 2146 came on for hearing before virtual regular meetings of the Orleans Zoning Board of Appeals (the "Board"). Penm-ose, LLC (the "Applicant") applied for a Comprehensive Permit pursuant to Massachusetts General Laws Chapter 40B §§20-23, to redevelop the property at 19 West Road and 10 Skaket Corners (Orleans Map #40, Parcels #5 and #6) for.use as mixed-income and affordable rental housing with sixty-two (62) units to be located in three (3) buildings. The proposed redevelopment will involve an adaptive reuse and expansion of the existing commercial building and construction of two (2), detached townhome-style structures. The subject property is zoned in part for General Business and in part for Limited Business. Apartment development is a use allowed by special permit in these zoning districts. The hearing was duly advertised and scheduled in the Cape Codder newspaper, and notice to interested parties was sent by mail, in accordance with the law. Michael P. Mamik, Chairman of the Board, chaired the hearings. Also in attendance at the first two hearings were Emily Van Giezen and Gerald Mulligan, regular Board members, and Matthew Cole, George Waugh, and Lynne Eickholt, associate Board member, and Mr. Thomas Evers, Building Commissioner. The Chaitman announced at the conclusion of the hearings that he designated the following members who would vote on the application and decision: Michael P. Marnik, Emily Van Giezen, Gerald Mulligan, Matthew Cole, Bruce Taub and George Waugh, six members, constituting a quorum. 1 146 147 1. . DOCUMENTS FILED IN CONNECTION WITH THE APPLICATION AND RECEIVED IN EVIDENCE AT THE HEARING. Ten-sheet Site Plan Set showing Existing and Proposed Conditions, prepared by Horsley Witten Group, Inc., dated February 10, 2021, and revised March 2, 2021 ( collectively "Site Plans"); Landscape Plan, prepared by Crowley Cottrell, LLC, dated March 12, 2021 ("Landscape Plan"); Four-sheet Rendered Perspective Set, prepared by The Architectural Team, Inc., dated March 10, 2021; Eleven-page Building Elevation and Floor Plan Set, prepared by The Architectural Team, Inc., dated March 1, 2021; Drainage Report, prepared by Horsley Witten Group, Inc., dated March 2021; Transportation Impact Assessment, prepared by Vanasse & Associates, Inc., dated January 15, 2021; Commonwealth of Massachusetts Department of Housing & Community Development Project Eligibility Letter dated January 19, 2021; Penm·ose, LLC, application for Comprehensive Permit filed with Orleans Town Clerk on December 4, 2020, including supplemental narrative, figures, and waiver request; Orleans Select Board letter dated December 16, 2020; Orleans Planning Board letter to ZBA dated January 12, 2021, endorsing the application; Orleans Planning Director email to ZBA, dated January 19, 2021, endorsing the project and commenting on traffic considerations; Notice dated January 21, 2021, from Zoning Board of Appea!s'fo Local Boards of Application and Upcoming Hearing, soliciting commentary and positions; Orleans Site Plan Review Committee Notice of Decision, dated February 22, 2021; 2 147 148 spaces (four of which will be for electrical vehicles). The existing boulevard driveway from West Road will continue to be used as the access to the Property. Walking paths on site and connecting to the sidewalk on West Road will be provided, and an existing pedestrian interconnection with the adjacent shopping center property will be maintained subject to the approval of the adjacent property owner. The Transportation Impact Assessment ("TIA") analyzed the potential impacts on transportation infrastructure associated with the proposed redevelopment. The TIA notes that the requested parking ratio, while requiring a waiver, " ... is within the range of values documented by the Institute of Transportation Engineers for similar multifamily residential communities." Though the average weekday daily traffic volume will increase over the prior commercial use of the Property, traffic will decrease during both the weekday morning and evening peak hours. Further, the increase in average weekday daily volume will be" ... within one (1) percent of the daily traffic volume along West Road under average-month conditions, which is within the range of normal daily traffic-volume fluctuations." The TIA further concluded that there are "no apparent safety deficiencies . . . in the immediate proximity of the Project site based on a review of available data; and ... lines of sight at the Project site driveway intersection with West Road were found to exceed the recommended minimum distances for safe and efficient operation based on the appropriate approach speed." Finally, the TIA made suggested recommendations within the Project site, and these have been accommodated by the Applicant on the revised plans submitted for the proposed redevelopment. · The onsite septic system will be discontinued, and the redevelopment will connect to Town sewer which has just been installed on West Road in accordance with Town of Orleans requirements. All runoff will be contained on site through established "Best Management Practices" utilizing vegetated swales, drywells for roof run-off and settlement basins. Municipal water service and other utilities are available. The Applicant submitted a 299-page Drainage Report documenting existing and proposed conditions at the Property, including a construction-phase and post-construction Stormwater Management Maintenance Plan. There will be two (2) fire hydrants located within the development, the buildings will be sprinkled, and a drivable access for public safety vehicles will be provided around the largest building. The site redevelopment also includes a playground for children, space for a community garden, bicycle racks, and walking paths. The existing vegetation to the north behi11d the town houses and at the perimeter of the Property will be protected from qonstruction as shown on the plans to maintain the existing buffer. ··.) : : '·." '.: '· -. . · ... ::. ,._ 4 148 149 New native trees and shrubs will be planted in accordance with the Landscape Plan. All of the proposed residential apartments will count towards the Town's inventory of affordable housing, are consistent with local needs, and will assist in providing additional quality · affordable rental housing opportunities that will satisfy an unmet housing need in the Town of Orleans as described in the 2017 Town of Orleans Community Housing Study. The Property is centrally located for employment, education, and business access, and the Town of Orleans has been an active participant in seeking affordable housing opportunities on the Property. Three (3) of the units will be handicap accessible, and one (1) will be designed for the sensory impaired. The affordable rents will allow residents who could not otherwise afford a local home option to remain in the community; and the Applicant will enter into MHP's Affordable Housing Restriction ensuring that the apartments will remain affordable as rentals as required by DHCD and to provide ongoing monitoring of affordability. The Applicant will perform property management services in-house or contract with a professional property management company experienced with affordable housing properties if handled by a third party. On March 17, 2021, the Chairman closed the hearing for the taking of public testimony. The Board then discussed the petition, addressed issues and concerns with the petitioner and requested counsel to prepare a draft decision for review by the Board at its next scheduled meeting on April 7, 2021. Counsel complied with the request. The Board considered the contents of the proposed written decision, which was circulated to the Board. The Board, through its Chair, prepared a draft decision which was considered by the Board and voted on the final content on April 7, 2021. 3. DETERMINATION OF THE APPLICATION. Following public testimony, questions and answers between the Board and Applicant, and Board deliberations, the Board determined that, based on the Findings detailed above, the application should be granted with waivers and conditions as(CJJ!ows because the project is consistent with local needs. 5 149 150 The Board finds that the Applicant will be a limited dividend organization for purposes of General Laws, Chapter 40B. Orleans does not meet the minimum threshold for low and moderate housing contained in General Laws, Chapter 40B. The testimony and the documents filed in connection with the application establish that the project will further the town's goal stated in the Orleans Comprehensive Plan and the 2017 Orleans Community Housing Study to raise its affordable housing stock to at least ten percent of all year-round units. The Board finds a subsidy as indicated by the Department of Housing and Community Development Project Eligibility Letter. The Board finds that the Applicant has control of the site, by virtue of a purchase and sale agreement with the current owner. The testimony of the Orleans Affordable Housing Trust, the multi-year effotts of the Town to seek affordable housing re-use of the Property, and the proposed Community Benefits Plan between the Applicant and the Orleans SelectBoard demonstrate that there is community support for the project. All relevant Town boards and depattment.~ were invited to comment on the application and present testimony in person. The Board reviewed and discussed the neighbors' concerns regarding the density of the proposal, buffering, and onsite amenities and found, based on all of the testimony and evidence submitted and as detailed in this Decision, that the Property is appropriate for the proposed size of the project and that the design and configuration of the entrance driveway, parking areas, and screening will be safe and adequate and will not negatively contribute to traffic safety, noise, and light. Waivers. The Applicant's requests for the following waivers are granted: 1. Orleans Zoning By-Law: A. Article N, Section 164-21(A) and Section 164-31(C) --Maximum building height ( 40 ft. proposed); B. Article IV, Section 164-3l(B), (D), and (E) •· Apartment density (17.8/acre proposed), number of units in building (54 proposed), and septic system certification (prope1ty on Town sewer); 6 150 151 C. Article IV, Section 164-33(VI) -Additional, pre-construction site plan review, if necessary; D. Article IV, Section 164-33 .1 -Additional, formal architectural review, if necessary; and E. Article IV, Section 164-34(B)(3), (C)(S), and (D)(3) --Number of parking spaces (1.19/unit proposed and visitor), and parking lot plantings, and floor area ratio (0.54 proposed); and 2. Cape Cod Commission (to extent necessary) --Cape Cod Commission Act, Chapter A, Enabling Regulations, Regional Policy Plan, and Technical Bulletins for review of proposals containing 30 or more residential units. Conditions. The express conditions to the grant of this application are: 1. The approval is for sixty-two ( 62) units containing a total of 101 bedrooms. There shall be no future construction of additional bedrooms without prior approval of the Zoning Board of Appeals; 2. Construction to be in accordance with Site Plans, Landscape Plan, and Architectural Plans as submitted; 3. The Applicant shall enter into a Department of Housing and Community Development Regulatory Agreement, as provided by the Depatiment of Housing and Community Development and as approved by Pennrose, LLC, Town of Orleans, and Department of Housing and Community Development; 4. The siding on the renovated and expanded existing commercial building will consist of brick veneer and fiber cement materials, and the siding on the two, new detached townhome-style structures will consist of fiber cement materials. S. The Applicant shall request approval from Depattment of Housing and Community Development for sixty-five (65%) percent local preference for the tenant lottery; 6. This Comprehensive Permit shall not be transferred without prior approval of the Zoning Board of Appeals. 7. This decision on a comprehensive permit under General Laws, c.40B, shall be recorded with Barnstable Registry of Deeds. Approval. Ivfr. Mulligan moved that the Zoning Board of Appeals accept the findings and grant the applicqtion for a Comprehensive Permit based on the details specified in 7 151 152 the documents submitted, with the specified waivers and conditions. The motion was seconded by Mr. Cole and approved with a vote of 6-0. VOTING IN FAVOR: Michael P. Marnik Emily Van Giezen Gerald Mulligan Matthew Cole George Waugh Bruce Taub Dated: April 7, 2021 Jh~r1Ud/? fnA ~ Michael P. Marnik, Chairman 8 I 152 153 15 Year Operating Proforma (Years 1-5) Year 1 Year 2 Year 3 Year 4 Year 5 Calendar Year:2020 2021 2022 2023 2024 INCOME: Low-Income, Rental Assisted $147,216 $150,160 $153,164 $156,227 $159,351 Low-Income, Below 50%13,800 14,076 14,358 14,645 14,938 Low-Income, Below 60%561,420 572,648 584,101 595,783 607,699 Other Income 80%0 0 0 0 0 Market Rate 225,900 230,418 235,026 239,727 244,521 Gross Potential Income 948,336 967,303 986,649 1,006,382 1,026,509 Less vacancy 48,714 49,689 50,683 51,696 52,730 Effective Gross Residential Income 899,622 917,614 935,966 954,686 973,779 Commercial (includes parking)0 0 0 0 0 Less vacancy 0 0 0 0 0 Net Commercial Income 0 0 0 0 0 Effective Rental Income 899,622 917,614 935,966 954,686 973,779 Other Income: Laundry 6,000 6,000 6,000 6,000 6,000 Other Income:Pet, Late, NSF Fees 600 612 624 637 649 Other Income:0 210 214 218 223 227 Other Income:0 900 918 936 955 974 Other Income:0 0 0 0 0 0 Other Income:0 0 0 0 0 0 Other Income:0 0 0 0 0 0 Total Gross Income 907,332 925,358 943,745 962,500 981,630 Operating Subsidies 0 0 0 0 0 Draw on Operating Reserves 0 0 0 0 0 Total Effective Income $907,332 $925,358 $943,745 $962,500 $981,630 EXPENSES: Management Fee 42,196 43,035 43,890 44,762 45,651 Administrative 141,154 145,389 149,751 154,243 158,871 Maintenance 152,361 156,932 161,640 166,489 171,484 Resident Services 11,978 12,338 12,708 13,089 13,482 Security 0 0 0 0 0 Electrical 35,877 36,953 38,062 39,204 40,380 Natural Gas 0 0 0 0 0 Oil (heat)0 0 0 0 0 Water & Sewer 53,605 55,214 56,870 58,576 60,333 Replacement Reserve 20,150 20,755 21,377 22,018 22,679 Operating Reserve 0 0 0 0 0 Real Estate Taxes 35,000 36,050 37,132 38,245 39,393 Other Taxes 5,400 5,562 5,729 5,901 6,078 Insurance 70,000 72,100 74,263 76,491 78,786 MIP 0 0 0 0 0 Custodian Fee 0 0 0 0 0 Total Operating Expenses $567,722 $584,327 $601,420 $619,019 $637,136 NET OPERATING INCOME $339,609 $341,032 $342,325 $343,482 $344,494 Debt Service $295,312 $295,312 $295,312 $295,312 $295,312 Debt Service Coverage 1.15 1.15 1.16 1.16 1.17 Project Cash Flow $44,297 $45,719 $47,013 $48,169 $49,182 Required Debt Coverage $339,609.03 $339,609 $339,609 $339,609 $339,609 (Gap)/Surplus for Cov.$0 $1,422 $2,716 $3,873 $4,885 153 154 15 Year Operating Proforma (Years 6-10) Year 6 Year 7 Year 8 Year 9 Year 10 Calendar Year:2025 2026 2027 2028 2029 INCOME: Low-Income, Rental Assisted $162,538 $165,789 $169,105 $172,487 $175,937 Low-Income, Below 50%15,236 15,541 15,852 16,169 16,492 Low-Income, Below 60%619,853 632,250 644,895 657,793 670,949 Other Income 80%0 0 0 0 0 Market Rate 249,412 254,400 259,488 264,678 269,971 Gross Potential Income 1,047,040 1,067,980 1,089,340 1,111,127 1,133,349 Less vacancy 53,785 54,860 55,958 57,077 58,218 Effective Gross Residential Income 993,255 1,013,120 1,033,382 1,054,050 1,075,131 Commercial Income 0 0 0 0 0 Less vacancy 0 0 0 0 0 Net Commercial Income 0 0 0 0 0 Effective Rental Income 993,255 1,013,120 1,033,382 1,054,050 1,075,131 Laundry Income 6,000 6,000 6,000 6,000 6,000 Other Income:Pet, Late, NSF Fees 662 676 689 703 717 Other Income:- 232 236 241 246 251 Other Income:- 994 1,014 1,034 1,054 1,076 Other Income:- 0 0 0 0 0 Other Income:- 0 0 0 0 0 Other Income:- 0 0 0 0 0 Total Gross Income 1,001,143 1,021,046 1,041,347 1,062,054 1,083,175 Operating Subsidies 0 0 0 0 0 Draw on Operating Reserves 0 0 0 0 0 Total Effective Income $1,001,143 $1,021,046 $1,041,347 $1,062,054 $1,083,175 EXPENSES: Management Fee 46,559 47,485 48,429 49,392 50,374 Administrative 163,637 168,546 173,602 178,810 184,175 Maintenance 176,628 181,927 187,385 193,007 198,797 Resident Services 13,886 14,303 14,732 15,174 15,629 Security 0 0 0 0 0 Electrical 41,591 42,839 44,124 45,448 46,811 Natural Gas 0 0 0 0 0 Oil (heat)0 0 0 0 0 Water & Sewer 62,143 64,008 65,928 67,906 69,943 Replacement Reserve 23,359 24,060 24,782 25,525 26,291 Operating Reserve 0 0 0 0 0 Real Estate Taxes 40,575 41,792 43,046 44,337 45,667 Other Taxes 6,260 6,448 6,641 6,841 7,046 Insurance 81,149 83,584 86,091 88,674 91,334 MIP 0 0 0 0 0 Custodian Fee 0 0 0 0 0 Total Operating Expenses $655,788 $674,990 $694,760 $715,113 $736,067 NET OPERATING INCOME $345,355 $346,055 $346,587 $346,941 $347,108 Debt Service $295,312 $295,312 $295,312 $295,312 $295,312 Debt Service Coverage 1.17 1.17 1.17 1.17 1.18 Project Cash Flow $50,043 $50,743 $51,275 $51,629 $51,796 Required Debt Coverage $339,609 $339,609 $339,609 $339,609 $339,609 (Gap)/Surplus for Cov.$5,746 $6,446 $6,978 $7,332 $7,499 154 155 15 Year Operating Proforma (Years 11-15) Year 11 Year 12 Year 13 Year 14 Year 15 Calendar Year:2030 2031 2032 2033 2034 INCOME: Low-Income, Rental Assisted $179,455 $183,045 $186,705 $190,440 $194,248 Low-Income, Below 50%16,822 17,159 17,502 17,852 18,209 Low-Income, Below 60%684,368 698,055 712,016 726,257 740,782 Other Income 80%0 0 0 0 0 Market Rate 275,371 280,878 286,496 292,226 298,070 Gross Potential Income 1,156,016 1,179,137 1,202,719 1,226,774 1,251,309 Less vacancy 59,383 60,570 61,782 63,017 64,278 Effective Gross Residential Income 1,096,634 1,118,566 1,140,938 1,163,756 1,187,031 Commercial (includes parking)0 0 0 0 0 Less vacancy 0 0 0 0 0 Net Commercial Income 0 0 0 0 0 Effective Rental Income 1,096,634 1,118,566 1,140,938 1,163,756 1,187,031 Other Income: Laundry 6,000 6,000 6,000 6,000 6,000 Other Income:Pet, Late, NSF Fees 731 746 761 776 792 Other Income:0 256 261 266 272 277 Other Income:0 1,097 1,119 1,141 1,164 1,188 Other Income:0 0 0 0 0 0 Other Income:0 0 0 0 0 0 Other Income:0 0 0 0 0 0 Total Gross Income 1,104,718 1,126,692 1,149,106 1,171,968 1,195,288 Operating Subsidies 0 0 0 0 0 Draw on Operating Reserves 0 0 0 0 0 Total Effective Income $1,104,718 $1,126,692 $1,149,106 $1,171,968 $1,195,288 EXPENSES: Management Fee 51,376 52,398 53,440 54,503 55,588 Administrative 189,700 195,391 201,253 207,290 213,509 Maintenance 204,761 210,904 217,231 223,748 230,460 Resident Services 16,098 16,581 17,078 17,591 18,118 Security 0 0 0 0 0 Electrical 48,215 49,662 51,152 52,686 54,267 Natural Gas 0 0 0 0 0 Oil (heat)0 0 0 0 0 Water & Sewer 72,041 74,202 76,429 78,721 81,083 Replacement Reserve 27,080 27,892 28,729 29,591 30,479 Operating Reserve 0 0 0 0 0 Real Estate Taxes 47,037 48,448 49,902 51,399 52,941 Other Taxes 7,257 7,475 7,699 7,930 8,168 Insurance 94,074 96,896 99,803 102,797 105,881 MIP 0 0 0 0 0 Custodian Fee 0 0 0 0 0 Total Operating Expenses $757,639 $779,849 $802,715 $826,256 $850,494 NET OPERATING INCOME $347,079 $346,843 $346,391 $345,712 $344,794 Debt Service $295,312 $295,312 $295,312 $295,312 $295,312 Debt Service Coverage 1.18 1.17 1.17 1.17 1.17 Project Cash Flow $51,767 $51,531 $51,079 $50,400 $49,482 Required Debt Coverage $339,609 $339,609 $339,609 $339,609 $339,609 (Gap)/Surplus for Cov.$7,470 $7,234 $6,782 $6,103 $5,185 155 156 BREWSTER HOUSING PARTNERSHIP QUARTERLY PROJECT STATUS REPORT Developer: Habitat for Humanity of Cape Cod, Inc. Quarter Ending Date: December 31, 2021 Project Title: Red Top Road Community Housing (26 Red Top Road) Project Representative Contact Name: Beth Hardy Wade, Director of Land Acquisition & Project Development Address: 411 Main St., Suite 6A, Yarmouth Port, MA. 02675 Telephone Number: 508-362-3559 x 24 Email: land@habitatcapecod.org Deeds/Agreements: o Comp Permit: Registry Recording is pending. o Deed recorded: Closing date pending. o Regulatory Agreement: Will be recorded prior to construction. o RNUF/DHCD/SHI approval: o Deed to Habitat buyer: Project Status: Permitting: Brewster’s ZBA closed our hearing on 10/12/2021. The ZBA Decision (#21-25) was filed with Brewster’s Town Clerk on 12/10/2021. The appeal period expired with no appeal on 12/30/2021. The Town Clerk stamped decision will be recorded by Habitat’s Attorney at the Barnstable Registry of Deeds in January 2022. Infrastructure: 0% Complete: Of note, the start of the Red Top Road project is tied to the installation of Town Water on Red Top Road. We will coordinate the start of our infrastructure when we have a firm start date for the water installation project. Construction: 0% Complete: Our tentative plan for Wall-raisings remains for July 2023, with a 12-month construction period. Volunteers: Fundraising: Private fundraising continues in its outreach to foundations, private individuals, and faith- based & community organizations. To date, we have secured two home-sponsorship pledges for $50k each. CPC approved a $100k grant. We will submit our grant application for FHLBB funds for this project in August 2022. Homeowners: A date for family applications has not been determined. Marketing for the applications generally occurs 5 or 6 months prior to wall raising. Events/Press: https://www.capecodtimes.com/story/news/2021/04/09/brewster-needed-more- affordable-housing-elizabeth-finch-had-land/7125875002/ Project Timeline/Schedule: Pending our discussion with the water department, we hope to begin some infrastructure this spring/summer (2022). Issues/Comments/Concerns: We want to extend our thanks to the Partnership for their support through the inception to permitting of the project. We look forward to adding two additional Affordable homes to Brewster’s Housing Inventory. 156 157 Brewster Housing Coordinator Update November 2021 Jill Scalise Ongoing Activities/ Projects 1. Community Outreach and Education (Housing Production Plan (HPP) Strategy #13)  Responded to email and phone requests for information and assistance, 57 total requests for housing information (37) or assistance (20). Office hours held on Thursdays from 10-12. 2. Brewster Affordable Housing Trust Fund (BAHT) (HPP Strategy #7) & Community Housing Parcel off Millstone (Select Board Strategic Plan Goal H-3, HPP Strategy #15)  Request for Proposals (RFP) issued in October for up to 90 affordable rental units on the housing parcel. Led Site visit for potential proposers on 11/03/21. Fielded questions and assisted in compilation of RFP Addendum #2. Proposals due 12/16/21. Request for Quotes sent out for pro-forma review.  Material provided for and follow-up on the Trust’s mission, goals, and priorities discussion. 3. Redevelop Existing Properties for Affordable Housing (HPP Strategy #6)  Serenity Brewster (55+ rental housing, 27 affordable units): Phase 2, 91units, expected to open in 2022. With Donna Kalinick held Zoom meeting with Serenity developer, completed Local Action Unit (LAU) application, and presented Serenity update and application to Select Board. The Board requested a 50% local preference in the initial Serenity lottery and approved the DHCD LAU application.  Zoom meeting with Latham Centers and Donna Kalinick about Latham’s proposed project which includes creating housing at former Fire Museum on Main Street. Latham decided to withdraw CPC application for community housing funding. 4. Comprehensive Permit Projects (HPP Strategy #14)  Brewster Woods (30 affordable rental units): Construction continues, expected to open in summer 2022.  Consulted with legal counsel, Town of Brewster included on the Regulatory Agreement for Dennis Veteran’s Home where Brewster provided CPA funding to support the project. 5. Preservation of Housing and Related Support of Brewster Residents  Community Development Block Grant (CDBG) housing rehabilitation and childcare grant applications available. Flyer for childcare assistance sent out again by Brewster Rec and Nauset Youth Alliance.  Funds available through Brewster Rental Assistance Program (B-RAP) managed by Housing Assistance Corporation (HAC) and Brewster COVID-19 Relief Fund. Assisted with referrals and evaluations.  Provided support and worked with Town staff on resident situations that involved housing concerns. 6. Subsidized Housing Inventory (SHI) (HPP Strategy #10)  With Donna Kalinick, had Zoom Meeting about Attorney General’s Office (AGO) Revitalization Program.  Ongoing follow-up on several out of compliance SHI homes.  11 Sean Circle- Funds approved by the Trust for home inspection. Communicated with DHCD and realty company for mortgage owner, prepared scope of services memo and scheduled home inspection for 12/1/21. 7. Housing Production Plan (HPP) (Select Board Strategic Plan Goal H-2)  $25,000 CPA grant request to update HPP approved at Town Meeting. 8. Collaboration (HPP Strategy #9)  Participated in CPA Plan Forum, CPC Annual Hearing, Community Development Post Institute Meeting, and Citizens Housing and Planning Association (CHAPA) Making the Case for Housing Call. Personnel  Worked with: Assessor, Building Dept., Community Preservation Committee, Council on Aging, Health Dept., Housing Partnership, Housing Trust, Planning Dept., Project Manager (on website and Housing Choice), Select Board, Treasurer, and Town Administration.  Attended Housing Partnership, Housing Trust, Select Board and Town Meeting.  Participated in Sea Camps tour. 157 158 Brewster Housing Coordinator Update December 2021 Jill Scalise Ongoing Activities/ Projects 1. Community Outreach and Education (Housing Production Plan (HPP) Strategy #13)  Responded to email and phone requests for information and assistance, 58 total requests for housing information (35) or assistance (23). Office hours held on Thursdays from 10-12.  Completed drafts of Housing Office and HOME Consortium webpages for new website.  Gave Zoom PowerPoint presentation about housing on the Lower Cape for Nauset Interfaith Association. 2. Brewster Affordable Housing Trust (BAHT) (HPP Strategy #7)  Housing Trust met and continue working on creating and preserving housing including Millstone community housing initiative, vacant SHI homes, and rental assistance.  Material provided for and follow-up on the Trust’s mission, goals, and priorities discussion.  Met with Chair of Community Preservation Committee (CPC) about BAHT funding and grants. 3. Community Housing Parcel off Millstone (Select Board Strategic Plan Goal H-3, HPP Strategy #15)  Two proposals opened on 12/16. With Peter Lombardi, did initial review of both proposals for completeness. One proposal was not complete. Proposal from Preservation of Affordable Housing (POAH) & Housing Assistance Corporation (HAC) referred to Housing Trust for evaluation. Pro-forma Review Request for Quotes (RFQ) resent to expanded recipient list. 4. Redevelop Existing Properties for Affordable Housing (HPP Strategy #6)  Serenity Brewster (55+ rental housing, 27 affordable units): Phase 2, 91units, expected to open in 2022. Completed Local Action Unit (LAU) application submitted to DHCD. 5. Comprehensive Permit Projects (HPP Strategy #14)  Brewster Woods (30 affordable rental units): Construction continues, expected to open in summer 2022.  Habitat for Humanity Red Top Road (2 affordable home ownership): Comprehensive Permit appeal period completed. 6. Preservation of Housing and Related Support of Brewster Residents  Brewster Rental Assistance Program (B-RAP) managed by HAC. HAC provided over $59,000 in rent and mortgage assistance to 12 Brewster households this quarter. No local Brewster funds used.  Provided support and worked with Town staff on resident situations that involved housing concerns.  Assisted residents with CDBG housing rehabilitation and Covid-19 Fund applications. 7. Subsidized Housing Inventory (SHI) (HPP Strategy #10)  Ongoing follow-up on several out of compliance SHI homes.  11 Sean Circle- Home Inspection completed 12/1/21. Obtained estimate of Defective Summary repair costs.  Sent letters to Brewster SHI homeowners providing information & requesting housing status. 8.Housing Production Plan (HPP) (Select Board Strategic Plan Goal H-2)  With Donna Kalinick prepared Scope of Services for RFQ for Housing Production Plan. RFQ sent out, replies due 1/07.22. 9.Collaboration (HPP Strategy #9)  Participated in Lower Cape Peer Group Meeting and presented at Citizens Housing and Planning Association (CHAPA) Making the Case for Housing Call.  Provided material for Staff Review of potential property redevelopment involving housing. Personnel  Worked with: Assessor, Building Dept., Community Preservation Committee, Council on Aging, Health Dept., Housing Partnership, Housing Trust, Planning Dept., Project Manager, Select Board, Treasurer, and Town Administration.  Attended Housing Trust meeting.  Participated in Affirmative and Fair Housing Marketing and Lottery Training. 158 159 159 160