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HomeMy Public PortalAboutCPA Funding Applications 12.1.223 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 $ 11/29/22 107 Main St, Orleans, MA 02653 1 of 65 HAC - 107 Main Street - Brewster CPC 4 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). 2 of 65 HAC - 107 Main Street - Brewster CPC 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? 3 of 65 HAC - 107 Main Street - Brewster CPC 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. 4 of 65 HAC - 107 Main Street - Brewster CPC 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. 5 of 65 HAC - 107 Main Street - Brewster CPC 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. 6 of 65 HAC - 107 Main Street - Brewster CPC 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.) 7 of 65 HAC - 107 Main Street - Brewster CPC APPLICATION ATTACHMENTS •Application Form Answers Continued •Photographs of project site •Map of project site •Sustainability / Energy Narrative •Audited Financials •Site and Building Plans 8 of 65 HAC - 107 Main Street - Brewster CPC 1. Project Description: Describe the proposed project. Is this part of a larger project or an ongoing project? (continued from application form) The building design uses a ‘big house-little house-back house-barn’ concept which is common in the area, and which previously existed on this site. (See attached building plans). The ‘big house’ contains 4 two-bedroom units in a traditional style building with the gable end facing the road. This building contains a full basement for main mechanical, electrical systems, and tenant storage. The “little house” and “back house” contain a three-bedroom unit and a one-bedroom fully accessible unit. The accessible unit also includes a storage shed since access to the basement storage is not accessible for someone using a wheelchair. The connector to the ‘barn’ provides a small management office and conditioned maintenance room. Lastly, the ‘barn’ contains 8 one-bedroom duplex type units with individual unit access. Although we did not originally intend to request funds from surrounding towns, construction cost escalation over the past year created a funding gap on the project. The project has tremendous local support and is an excellent example of collaboration between a town, developer, and state agencies to meet local housing needs. We hope the Town of Brewster will join in the effort to get this project to the finish line. The project targets households with incomes at or below 80% of Area Median Income (AMI), which is a higher income level than traditional affordable housing developments, such as Brewster Woods. Project at this income level aren’t eligible to be funded through Low Income Housing Tax Credits (LIHTC), and rely on more significant contributions from local government sources. 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? (continued from application form) This is a single-phase project with a 12-month construction period. We do not plan to seek additional funds from the Brewster CPC for this project. Project Timeline Town of Orleans Awards Project Completed - Fall 2021 Orleans AHT Funding Award - $875k Completed - Fall 2022 Conceptual Building & Site Plan Complete Completed - Fall 2022 Land Disposition Agreement with Town of Orleans Completed -January 2022 Local Initiative Program (LIP) Application Submitted to DHCD for 40B Project Eligibility Completed - February 2022 Orleans Site Review Committee Approval Completed - August 2022 Architectural Review Committee Approval Completed - August 2022 Orleans Board of Health Approval Completed - August 2022 Orleans Zoning Board of Appeals Approval - 40b Comp Permit Completed - September 2022 9 of 65 HAC - 107 Main Street - Brewster CPC Submit for State Funding (DHCD) Completed - October 2022 Apply for Local CPC funds Fall 2022 Building Plans 70% Complete (Bid Set) January 2023 DHCD Funding Award Expected Spring 2023 Local CPC Votes at Spring Town Meetings Spring 2023 Building Plans 100% Complete Spring 2023 Construction Loan Closing Summer 2023 Commence Construction September 2023 50% Construction March 2023 Rental Lottery Held / Tenant Selection begins July 2023 Construction Completion September 2023 Occupancy - Tenants October 2023 Sustained Occupancy November 2023 Final Cost Certification / Audit December 2023 7.Credentials: What are the qualifications and relevant experience of those undertaking the project? (continued from application form) PROJECT NAME LOCATION YEAR BUILT # OF UNITS TYPE OF PROJECT 107 Main Street Orleans 2024 14 Rental (pre-development) 0 Millstone Road Brewster 2025 45 Rental (pre-development) Cape View Way** Bourne 2024 51 Rental (pre-development) 950 Falmouth Rd** Mashpee 2023 39 Rental (pre-development) Brewster Woods** Brewster 2022 30 Rental (under construction) Lofts at 57 Hyannis 2020 8 Rental FORWARD at the Rock* Dennis 2020 8 Special Needs / Group Home Sachem's Path Nantucket 2018 40 Homeownership High Meadow Townhomes** Bourne 2019 44 Rental Clay Pond Cove** Bourne 2012 45 Senior Rental Canal Bluffs** Bourne 2009 28 Rental Kimber Woods** Barnstable 2009 28 Rental Lombard Farms** Barnstable 2009 12 Senior Rental Melpet Farms** Dennis 2009 27 Rental Great Cove Community Mashpee 2014 10 Rental Southside Village Barnstable 2005 14 Rental The Homesteads Sandwich 2007 16 Homeownership Gallagher Lane Barnstable 2005 7 Homeownership Cape Cod Senior Residences Bourne 2005 60 Assisted Living & Senior Rental Wells Court Brewster 2005 24 Rental Brush Hill Yarmouth 2007 4 Special Needs Anthony Drive Barnstable 1988 12 Homeownership 10 of 65 HAC - 107 Main Street - Brewster CPC Founder's Court Barnstable 1987 32 Rental Chase House Barnstable 1986 6 Group Home Hillside Village Vineyard Haven 1982 40 Senior Rental Our Island Home Nantucket 1984 18 Rental Self Help Housing Regional 1978-84 72 Homeownership HAC – Nonprofit Organization Overview Launched in 1974, Housing Assistance Corporation is a nonprofit that provides essential housing services to low- and middle-income households on Cape Cod, Martha’s Vineyard, and Nantucket. Our mission is to strengthen the Cape and Islands region by empowering individuals, fostering community connections, and increasing year-round affordable housing opportunities. We were founded to administer rental assistance programs for Cape Cod and the Islands and to provide year-round housing to the region’s workforce, seniors, and disabled individuals. Our work has expanded to encompass a range of programs and services that prevents homelessness; stabilizes housing; and empowers households to achieve their personal and professional goals, using housing as the catalyst: We annually serve an average of 5,000 households in our region in three main areas:   Homelessness Prevention – We operate four family shelters which includes Angel House in Hyannis, Carriage House in North Falmouth, Scattered Sites in Hyannis, and the Village at Cataumet in Bourne. We also conduct homeless outreach to individuals living in the streets and woods of Cape Cod to connect them to the services they need to move into permanent housing. We also prevent families and individuals from becoming homeless, using public and private funding to ensure we can support both low- and middle-income households with emergency financial assistance.   Housing Stabilization – We administer over 1,200 housing vouchers, providing essential rental assistance to households in our region. We also conduct free energy audits and weatherization measures for low-income households. Since our inception, we have developed over 550 units of affordable housing and have 120 units in our pipeline over the next three to four years.   Empowerment – We offer one-on-one foreclosure prevention and reverse mortgage counseling. We also conduct a series of financial literacy classes, including Money Matters, which provides practical strategies for households to take control of and strengthen their personal finances. Our classes also include a First-Time Homebuyer workshop to help our clients realize their dreams of homeownership. Since 2017, we have organized the Cape Housing Institute to provide municipal officials with the tools, education, and resources needed to boost affordable housing in their communities. We also organize Cape Housing Advocacy Training to give the general public the education, skills, and confidence to speak up in favor of the affordable housing needed in their towns. And our nonprofit Cape Community Real Estate department connects individuals and families to affordable and attainable homeownership opportunities in our region.  11 of 65 HAC - 107 Main Street - Brewster CPC 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.) a. If this is part of a larger project, what is the budget for the entire project (sources of funds and expenses/uses)? Sources of Funds Total Status Construction & Permanent Loan $1,500,000 In process HAC Equity $150,000 Committed Town of Orleans - Land $480,000 Committed Town of Orleans - AHT $876,625 Committed ARPA Legislative Earmark $1,000,000 Committed Local CPC requests (Orleans, Eastham, Wellfleet, Chatham, Harwich) $800,000 Total from all towns; DHCD – 2023 Winter funding round $1,700,000 Application Submitted Other Grants $5,000 Committed Deferred Developer Fees $254,161 Committed TOTAL SOURCES $6,765,786 Uses of Funds Total Per Unit Per SF (12,543) Acquisition Costs $480,000 $34,2856 $38.27 Soft Costs $584,400 $41,743 $46.59 Soft Cost Contingency $29,220 $2,087 $2.33 Construction Costs $4,523,750 $323,125 $360.66 Construction Contingency $316,662 $22,619 $25.25 Developer Fees / OH $756,754 $54,054 $60.33 Reserves $75,000 $5,357 $5.98 Total (TDC) $6,765,786 $483,270 $539.41 b. 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. (continued from application form) HAC recognizes the significance of the public funds needed to support this development and the scarcity of affordable housing resources. We will continue to seek out and leverage other grants and soft funding as pre-development work progresses. Local funds are essential for affordable housing projects because they help leverage other state funds. In fact, local funds (such as CPC funds) are required to be eligible for state programs. 12 of 65 HAC - 107 Main Street - Brewster CPC PHOTOGRAPHS OF PROJECT SITE Figure 1 Existing Building to be Demolished Figure 2 - 107 Main Street - Street View 13 of 65 HAC - 107 Main Street - Brewster CPC MAP OF PROJECT SITE 14 of 65 HAC - 107 Main Street - Brewster CPC SUSTAINABILITY / ENERGY NARRATIVE HAC hired a consultant to conduct a Passive House Feasibility Study in the spring of 2022 (consultant is Building Evolution). Passive House was not deemed to be cost effective for this project, however, we plan to implement many Passive House features into the project. The building will include all high efficiency electric heating and cooling systems and energy star appliances. HAC is working closely with Cape Light Compact and intends to participate in its Enhanced Energy Efficiency Incentives program, which provides incentives for affordable multifamily projects that achieve energy efficiency ratings above and beyond code. Orleans is a stretch code community. We are also considering including solar at this building, if funding allows. 15 of 65 HAC - 107 Main Street - Brewster CPC AUDITED FINANCIALS 16 of 65 HAC - 107 Main Street - Brewster CPC     Housing Assistance Corporation and Affiliates Consolidated Financial Statements and Supplemental Information June 30, 2022 17 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Index June 30, 2022 1 Page Independent Auditor's Report 2 Consolidated Financial Statements: Consolidated Statement of Financial Position as of June 30, 2022 with Comparative Totals as of June 30, 2021 5 Consolidated Statement of Activities for the Year Ended June 30, 2022 with Comparative Totals for the Year Ended June 30, 2021 7 Consolidated Statement of Functional Expenses for the Year Ended June 30, 2022 with Comparative Totals for the Year Ended June 30, 2021 8 Consolidated Statement of Cash Flows for the Year Ended June 30, 2022 with Comparative Totals for the Year Ended June 30, 2021 9 Notes to Consolidated Financial Statements 10 Supplemental Information Consolidating Statement of Financial Position - Unaudited as of June 30, 2022 34 Consolidating Statement of Activities - Unaudited for the Year Ended June 30, 2022 35 Section 8 - Supplemental Schedule of Financial Position - Unaudited as of June 30, 2022 with Comparative Totals as of June 30, 2021 36 Section 8 - Supplemental Schedule of Activities - Unaudited for the Year Ended June 30, 2022 with Comparative Totals for the Year Ended June 30, 2021 37 Schedule of Expenditures of Federal Awards for the Year Ended June 30, 2022 38 Notes to the Schedule of Expenditures of Federal Awards for the Year Ended June 30, 2022 39 Independent Auditor's Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 40 Independent Auditor's Report on Compliance for the Major Federal Program and Report on Internal Control over Compliance Required by the Uniform Guidance 42 Schedule of Findings and Questioned Costs 45 18 of 65 HAC - 107 Main Street - Brewster CPC     2   Independent Auditor's Report To the Board of Directors of Housing Assistance Corporation Report on the Audit of the Financial Statements Opinion We have audited the consolidated financial statements of Housing Assistance Corporation (a nonprofit organization) and Affiliates, (collectively, the Company), which comprise the consolidated statement of financial position as of June 30, 2022, and the related consolidated statements of activities, functional expenses and cash flows for the year then ended, and the related notes to the consolidated financial statements. In our opinion, the accompanying consolidated financial statements referred to above present fairly, in all material respects, the consolidated financial position of the Company as of June 30, 2022, and the changes in its net assets and its cash flows for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinion We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the Company and to meet our other ethical responsibilities in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Other Matter The consolidated financial statements of the Company for the year ended June 30, 2021 were audited by another auditor whose report dated October 25, 2021, included an emphasis-of-matter indicating that the Company has adopted Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers and ASU No. 2018-13, Fair Value Measurement (Topic 820), Disclosure Framework - Changes to the Disclosure Requirements for Fair Value Measurement, and expressed an unmodified opinion on those statements. The prior year summarized comparative information is not intended to constitute a presentation in conformity with accounting principles generally accepted in the United States of America. In our opinion, the summarized comparative information presented herein as of and for the year ended June 30, 2021, is consistent, in all material respects, with the audited financial statements from which it has been derived. 19 of 65 HAC - 107 Main Street - Brewster CPC     3   Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the consolidated financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of consolidated financial statements that are free from material misstatement, whether due to fraud or error. In preparing the consolidated financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern for one year after the date that the consolidated financial statements are available to be issued. Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the consolidated financial statements. In performing an audit in accordance with GAAS and Government Auditing Standards, we:  Exercise professional judgment and maintain professional skepticism throughout the audit.  Identify and assess the risks of material misstatement of the consolidated financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the consolidated financial statements.  Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Company's internal control. Accordingly, no such opinion is expressed.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the consolidated financial statements.  Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit. 20 of 65 HAC - 107 Main Street - Brewster CPC 4 Supplemental Information Our audit was conducted for the purpose of forming an opinion on the consolidated financial statements as a whole. The schedule of expenditures of federal awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards is presented for purposes of additional analysis and is not a required part of the consolidated financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the consolidated financial statements. The information has been subjected to the auditing procedures applied in the audit of the consolidated financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the consolidated financial statements or to the consolidated financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the schedule of expenditures of federal awards is fairly stated in all material respects in relation to the consolidated financial statements as a whole. The supplemental information including the Consolidating Statement of Financial Position, Consolidating Statement of Activities, Section 8 - Supplemental Schedule of Financial Position and Section 8 - Supplemental Schedule of Activities, which is the responsibility of management, is presented for purposes of additional analysis and is not a required part of the consolidated financial statements. Such information has not been subjected to the auditing procedures applied in the audit of the consolidated financial statements, and accordingly, we do not express an opinion or provide any assurance on it. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated November 7, 2022, on our consideration of the Company's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing and not to provide an opinion on the effectiveness of the Company's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Company's internal control over financial reporting and compliance. Braintree, Massachusetts November 7, 2022 21 of 65 HAC - 107 Main Street - Brewster CPC 2022 2021 Current Assets Cash and cash equivalents $ 3,165,070 $ 4,924,952 Restricted cash 2,413,198 5,323,822 Contracts and grants receivable 847,540 758,527 Other receivables 1,272,685 674,171 Prepaid expenses 62,634 113,712 Investments 1,235,417 - Total current assets 8,996,544 11,795,184 Fixed Assets Land 4,127,456 4,127,456 Buildings 20,658,045 20,658,045 Building improvements 4,699,637 4,377,586 Leasehold improvements 63,288 63,288 Furniture and fixtures 404,790 404,790 Vehicles 270,884 330,141 Miscellaneous fixed assets 111,147 111,147 Construction in progress 65,442 - Total fixed assets 30,400,689 30,072,453 Less: accumulated depreciation (11,215,325) (10,511,239) Net fixed assets 19,185,364 19,561,214 Other Assets Tax credit fees, net of accumulated amortization 5,111 7,565 Project reserves 409,813 386,457 Total other assets 414,924 394,022 Total Assets $ 28,596,832 $ 31,750,420 Housing Assistance Corporation and Affiliates Consolidated Statement of Financial Position As of June 30, 2022 With Comparative Totals as of June 30, 2021 The accompanying notes are an integral part of the consolidated financial statements. 5 22 of 65 HAC - 107 Main Street - Brewster CPC Housing Assistance Corporation and Affiliates 2022 2021 Current Liabilities Accounts payable $ 607,208 $ 503,254 Accrued expenses 1,016,908 1,050,788 Escrows held for program participants 221,835 350,087 Deferred revenue 259,251 1,504,038 Advances 1,337,465 3,155,677 Mortgage notes payable, current portion 132,300 125,419 Total current liabilities 3,574,967 6,689,263 Long Term Liabilities Mortgage notes payable, net of current portion, net of unamortized debt issuance costs 3,786,214 3,917,548 Other mortgages notes payable - non-amortizing 8,022,058 8,022,058 Accrued interest 1,766,565 1,610,607 Total long term liabilities 13,574,837 13,550,213 Total liabilities 17,149,804 20,239,476 Commitments and Contingencies - - Net Assets Net assets without donor restrictions 9,609,881 9,247,205 Noncontrolling interest 1,320,322 1,674,004 Total net assets without donor restrictions 10,930,203 10,921,209 Net assets with donor restrictions 516,825 589,735 Total net assets 11,447,028 11,510,944 Total Liabilities and Net Assets $ 28,596,832 $ 31,750,420 With Comparative Totals as of June 30, 2021 Consolidated Statement of Financial Position - continued As of June 30, 2022 The accompanying notes are an integral part of the consolidated financial statements. 6 23 of 65 HAC - 107 Main Street - Brewster CPC 2021 Without Donor With Donor Restrictions Restrictions Total Total Revenue and Support Contributions $ 1,849,886 $ 62,560 $ 1,912,446 $ 1,412,679 In-kind contributions 54,500 - 54,500 58,000 Grants 375,739 - 375,739 542,695 Program service fees 32,111,850 - 32,111,850 27,454,554 Low income rental housing 743,251 - 743,251 742,014 Other income 1,688,492 - 1,688,492 1,055,869 Total revenue and support 36,823,718 62,560 36,886,278 31,265,811 Net assets released from restrictions 135,470 (135,470) - - Total revenue 36,959,188 (72,910) 36,886,278 31,265,811 Expenses Administration 1,954,557 - 1,954,557 1,868,053 Fundraising 1,006,613 - 1,006,613 840,512 Program services 33,085,745 - 33,085,745 27,866,572 Total expenses 36,046,915 - 36,046,915 30,575,137 Change in Net Assets from Operations 912,273 (72,910) 839,363 690,674 Non-operating Revenue (Expenses) Gain on debt extinguishment - PPP loan - - - 1,268,900 Depreciation (785,873) - (785,873) (768,988) Net loss on investments (117,406) - (117,406) - Loss on disposal of fixed assets - - - (37,335) Total non-operating revenue (expenses)(903,279) - (903,279) 462,577 Change in Net Assets 8,994 (72,910) (63,916) 1,153,251 Net Assets at Beginning of Year 10,921,209 589,735 11,510,944 10,357,693 Net Assets at End of Year $ 10,930,203 $ 516,825 $ 11,447,028 $ 11,510,944 Controlling Non-controlling Changes in Net Assets Without Donor Restrictions Total Interest Interest Net Assets Without Donor Restrictions, June 30, 2020 $ 9,841,015 $ 7,797,281 $ 2,043,734 Income (loss)1,080,194 1,449,924 (369,730) Net Assets Without Donor Restrictions, June 30, 2021 10,921,209 9,247,205 1,674,004 Income (loss)8,994 362,676 (353,682) Net Assets Without Donor Restrictions, June 30, 2022 $ 10,930,203 $ 9,609,881 $ 1,320,322 2022 For the Year Ended June 30, 2022 With Comparative Totals for the Year Ended June 30, 2021 Consolidated Statement of Activities Housing Assistance Corporation and Affiliates The accompanying notes are an integral part of the consolidated financial statements. 7 24 of 65 HAC - 107 Main Street - Brewster CPC 2021 Salaries and Total Professional Other Program Pass Through Total Total Wages Payroll Taxes Fringe Benefits Compensation Fees Expense Occupancy Amounts Interest Total Depreciation Expenses Expenses Administration $ 1,029,907 $ 96,728 $ 178,467 $ 1,305,102 $ 238,183 $ 347,873 $ 58,930 $ - $ 4,469 $ 1,954,557 $ 20,788 $ 1,975,345 $ 1,888,841 Fundraising 503,001 48,586 143,777 695,364 116,981 171,270 22,998 - - 1,006,613 - 1,006,613 840,512 Program services 3,886,895 364,937 1,269,901 5,521,733 629,302 632,010 1,250,969 24,678,147 373,584 33,085,745 765,085 33,850,830 28,614,772 Total $ 5,419,803 $ 510,251 $ 1,592,145 $ 7,522,199 $ 984,466 $ 1,151,153 $ 1,332,897 $ 24,678,147 $ 378,053 $ 36,046,915 $ 785,873 $ 36,832,788 $ 31,344,125 Program Services Leased housing $ 716,765 $ 67,713 $ 265,625 $ 1,050,103 $ 61,175 $ 103,277 $ 48,603 $ 14,256,666 $ - $ 15,519,824 $ 6,743 $ 15,526,567 $ 14,818,108 Consumer education 427,845 40,280 209,008 677,133 62,083 75,820 28,155 - - 843,191 - 843,191 668,126 Family services 905,462 84,015 238,977 1,228,454 8,373 135,351 26,631 6,559,614 - 7,958,423 54,981 8,013,404 5,007,391 Family shelters 773,134 72,787 247,964 1,093,885 117,772 83,196 324,243 - 2,454 1,621,550 37,522 1,659,072 1,659,948 Individual services 308,003 28,997 117,234 454,234 61,675 98,035 70,497 527,824 - 1,212,265 2,606 1,214,871 1,258,942 Rental 106,290 10,007 19,150 135,447 42,662 6,631 298,053 - 75,766 558,559 242,722 801,281 832,976 Housing development 184,417 17,362 38,373 240,152 156,259 45,191 28,511 - - 470,113 16,132 486,245 247,175 Energy 464,979 43,776 133,570 642,325 - 84,509 14,173 3,334,043 - 4,075,050 8,656 4,083,706 2,898,711 Low income rental housing - - - - 119,303 - 412,103 - 295,364 826,770 395,723 1,222,493 1,223,395 Total Program Services $ 3,886,895 $ 364,937 $ 1,269,901 $ 5,521,733 $ 629,302 $ 632,010 $ 1,250,969 $ 24,678,147 $ 373,584 $ 33,085,745 $ 765,085 $ 33,850,830 $ 28,614,772 With Comparative Totals for the Year Ended June 30, 2021 Housing Assistance Corporation and Affiliates Consolidated Statement of Functional Expenses For the Year Ended June 30, 2022 2022 The accompanying notes are an integral part of these consolidated financial statements. 8 25 of 65 HAC - 107 Main Street - Brewster CPC Cash Flows from Operating Activities 2022 2021 Change in Net Assets $ (63,916) $ 1,153,251 Adjustments to reconcile change in net assets to net cash (used in) provided by operating activities: Depreciation 785,873 768,988 Amortization of debt issuance costs 3,511 4,468 Net realized/unrealized loss on investments 117,406 - Gain on debt extinguishment - PPP loan - (1,268,900) Loss on disposal of fixed assets - 37,335 (Increase) decrease in assets: Contracts and grants receivable (93,797) (273,236) Other receivables (593,730) (351,883) Prepaid expenses 51,078 (1,524) Other assets 2,454 2,453 Increase (decrease) in liabilities: Accounts payable 103,954 244,387 Accrued expenses (33,880) 149,688 Escrows held for program participants (128,252) 104,556 Deferred revenue (1,244,787) 102,225 Advances (1,818,212) 2,677,146 Accrued interest 155,958 150,421 Net Cash (Used in) Provided by Operating Activities (2,756,340) 3,499,375 Cash Flows from Investing Activities Purchase of investments (1,352,823) - Purchase of fixed assets (410,023) (307,985) Net Cash Used in Investing Activities (1,762,846) (307,985) Cash Flows from Financing Activities Repayments of mortgage notes payable (127,964) (193,880) Repayments of other long term liabilities - (15,235) Proceeds from mortgage notes payable - 406,205 Proceeds from other mortgage notes payable - non-amortizing - 250,000 Net Cash (Used in) Provided by Financing Activities (127,964) 447,090 Net (Decrease) Increase in Cash, Cash Equivalents and Restricted Cash and Funded Reserves (4,647,150) 3,638,480 Cash, Cash Equivalents and Restricted Cash and Funded Reserves - Beginning 10,635,231 6,996,751 Cash, Cash Equivalents and Restricted Cash and Funded Reserves - Ending $ 5,988,081 $ 10,635,231 Supplemental Disclosure of Cash, Cash Equivalents and Restricted Cash and Funded Reserves Cash and cash equivalents $ 3,165,070 $ 4,924,952 Restricted cash 2,413,198 5,323,822 Project reserves 409,813 386,457 Cash, Cash Equivalents and Restricted Cash and Funded Reserves - Ending $ 5,988,081 $ 10,635,231 Supplemental Disclosure of Cash Flow Information Cash paid during the year for interest $ 218,725 $ 226,519 Non Cash Investing and Financing Activities Gain on debt extinguishment - PPP loan $ - $ 1,268,900 Loss on disposal of fixed assets $ - $ 37,335 Housing Assistance Corporation and Affiliates Consolidated Statement of Cash Flows For the Year Ended June 30, 2022 With Comparative Totals for the Year Ended June 30, 2021 The accompanying notes are an integral part of the consolidated financial statements. 9 26 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 10 (1) Summary of Significant Accounting Policies The following are the nature of operations and significant accounting policies followed by Housing Assistance Corporation (HAC) and Affiliates (the Company) in preparation of these consolidated financial statements. (a) Nature of Operations HAC is a Massachusetts not-for-profit organization that is exempt from taxation under Section 501(c)(3) of the U.S. Internal Revenue Code (IRC). HAC's mission is to promote and implement the right of all people on Cape Cod and the Islands to occupy safe and affordable housing. To achieve this goal, HAC has concentrated its major programs around rental subsidies, shelter services, consumer education and residential energy efficiency. The following program divisions are listed in order of relative importance based upon total program expenditures: Client Services - The client services division works with eligible individuals and families in Massachusetts to provide a wide range of affordable housing, homelessness prevention and shelter and self-sufficiency services. These services include housing assistance payments for low income tenants, transitional housing and assistance for the homeless including housing search and job placement, and training and support for homeowners including foreclosure counseling. During the year ended June 30, 2022, client services activity accounted for approximately 81% of total program expenditures. Energy Efficiency Services - The energy efficiency services division works with eligible individuals and families in Massachusetts to provide a wide range of energy improvements options. These options include free energy assessments, home weatherization and energy efficient appliances and heating. During the year ended June 30, 2022, energy efficiency services activity accounted for approximately 12% of total program expenditures. Property Management and Development - The property management and development division oversees the operations of all residential rental properties, as well as development activity, to its properties located on Cape Cod and the Islands. During the year ended June 30, 2022, property management and development activity accounted for approximately 7% of total program expenditures. (b) Basis of Consolidation It is HAC's policy to consolidate all of its wholly-owned subsidiaries as well as those entities that are controlled by HAC. 27 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 11 (1)Summary of Significant Accounting Policies - continued (b)Basis of Consolidation - continued The consolidated financial statements of the Company include the accounts of the following entities: HAC HAC includes its wholly-owned subsidiaries comprised of a limited partnership, limited liability company and a corporation. West Barnstable Communities Limited Partnership West Barnstable Communities Limited Partnership (WBCLP) was formed to develop, construct, own, maintain and operate 40 units of low-income housing located in Barnstable, Massachusetts. WBCLP is controlled by the wholly-owned subsidiary of HAC through its role as the general partner of WBCLP. Great Cove Community, LLC Great Cove Community, LLC (GC) is wholly-owned by HAC. GC consists of 10 affordable rental units located in Mashpee, Massachusetts and is managed by the Mashpee Housing Authority. Pocasset Assisted Living, Inc. Pocasset Assisted Living, Inc. (PAL) is wholly-owned by HAC, and is a Massachusetts Subchapter C corporation that was formed to hold a .05% services general partner investment in Pocasset Assisted Living Limited Partnership. Pocasset Assisted Living Limited Partnership is controlled by an unrelated Managing General Partner. HAC Lofts LLC HAC Lofts LLC (HAC Lofts) is wholly-owned by HAC. HAC Lofts is the owner of 8 rental units located in Barnstable, Massachusetts of which two units are restricted as affordable rental units. All material intercompany transactions and accounts have been eliminated in consolidation. The consolidated statement of activities reports all changes in net assets, including changes in net assets with and without donor restrictions from operating activities. Operating revenues consist of those monies received and other contributions attributable to the Company's ongoing efforts. 28 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 12 (1)Summary of Significant Accounting Policies - continued (c)Method of Accounting The accompanying consolidated financial statements have been prepared on the accrual basis of accounting in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). (d)Low Income Housing Tax Credits WBCLP acquired its project (the Project) for the purpose of developing it in order to receive an allocation of Low Income Housing Tax Credits (LIHTC) under Section 42 of the IRC. The construction was completed in July 2009 and all 40 units were leased by September 2009. Each building of the Project has qualified and been allocated LIHTC pursuant to IRC Section 42, which regulates the use of the Project as to occupant eligibility and unit gross rent, among other requirements. Each building of the Project must meet the provisions of these regulations during each of fifteen consecutive years in order to continue to qualify to receive the LIHTC. Failure to comply with occupant eligibility and/or unit gross rent, or to correct noncompliance within a specified time period could result in recapture of previously taken LIHTC plus interest. Such potential noncompliance may require an adjustment to the contributed capital by the limited partner. WBCLP has received a reservation of LIHTC, under IRC Section 42, in the annual amount of $630,000 for ten years from the Department of Housing and Community Development (DHCD). The credits commenced in 2009 and ended in 2019. In addition, WBCLP entered into a Regulatory Agreement with DHCD, which governs rental charges and operating methods and requires the Project to maintain the provisions of IRC Section 42 for a minimum of 15 years. (e)Standards of Accounting and Reporting The Company's consolidated net assets (excess of its assets over liabilities) and its revenues, expenses, gains and losses are classified based on the existence or absence of donor-imposed restrictions. The consolidated statement of financial position presents two classes of net assets (net assets without donor restrictions and net assets with donor restrictions) and the consolidated statement of activities displays the change in each class of net assets. 29 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 13 (1) Summary of Significant Accounting Policies - continued (e) Standards of Accounting and Reporting - continued The classes of net assets applicable to the Company are presented as follows: Net Assets Without Donor Restrictions - Net assets that are not subject to donor-imposed restrictions. Net assets without donor restrictions consist of assets and contributions available for the support of operations. These net assets may be designated for specific purposes by the Board of Directors. Net Assets With Donor Restrictions - Net assets that are subject to donor-imposed stipulations that may or will be met, either by actions of the Company and/or passage of time. When a restriction expires, net assets with donor restrictions are reclassified to net assets without donor restrictions and reported in the consolidated statement of activities as net assets released from restrictions. Contributions, gains and investment income that are restricted by the donor are reported as increases in net assets without donor restrictions if the restriction expires in the reporting period in which the contributions are recognized. (f) Revenue Recognition The Company earns revenue as follows: The Company generally measures revenue based on the amounts of consideration it expects to be entitled for the transfers of goods and services to a customer, then recognizes its revenue as performance obligations are satisfied under a contract, except in transactions where U.S. GAAP provides other applicable guidance. The Company evaluates its revenue contracts with customers based on the five-step model under Topic 606: (1) Identify the contract with the customer; (2) Identify the performance obligations in the contract; (3) Determine the transaction price; (4) Allocate the transaction price to separate performance obligations; and (5) Recognize revenue when (or as) each performance obligation is satisfied. Program Service Fees - Program service fee revenue, including rental housing assistance payments, that are considered reciprocal transactions or purchases of services, the results of which are turned over to the grantor, are recognized as the work under the contract is performed. Contracts that are considered nonreciprocal transactions that further the programs of the Company are recorded when the Company receives notification of the contract, or if, conditions for performance are imposed, revenue is recognized when conditions have been met. All contracts consist of two types, unit-rate and cost- reimbursement contracts, all with ceiling amounts. Unit-rate contracts provide that revenue is to be earned and recognized at a negotiated or class rate for each unit-of-service that is provided under the terms of the contract. Under the cost-reimbursement contracts, revenue recognition takes place as costs related to the services provided are incurred. Billings on the contracts are subject to final approval by the governmental agency. For the year ended June 30, 2022, predominantly all program service fees of the Company represent reciprocal transactions. Rental - Rental revenue is derived from residential tenant leases and is recognized as the rents are earned. Rental payments received in advance are deferred. All leases between HAC, WBCLP, GC, HAC Lofts and their tenants are operating leases. 30 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 14 (1) Summary of Significant Accounting Policies - continued (f) Revenue Recognition - continued Grants - The Company receives funding from federal and state governmental agencies and various other grantors for direct and indirect program costs associated with specific programs and projects. Various grants are subject to certain barriers as outlined in the agreement. Revenue is recognized as the barrier is met. For unconditional grants, revenue is recognized as contribution revenue that increases net assets with donor restrictions at the time the grant is received or pledged and the funds are released from restriction when the restriction has been met. Grants with donor restrictions received and satisfied in the same period are included in grants and contributions without donor restrictions. Contributions - In accordance with ASC Sub Topic 958-605, Revenue Recognition, the Company must determine whether a contribution (or a promise) is conditional or unconditional for transactions deemed to be a contribution. A contribution is considered to be a conditional contribution if an agreement includes a barrier that must be overcome and either a right of return of assets or a right of release of a promise to transfer assets exists. Indicators of a barrier include measurable performance-related barrier or other measurable barrier, a stipulation that limits discretion by the recipient on the conduct of an activity and stipulations that are related to the purpose of the agreement. Topic 958 prescribes that the Company should not consider probability of compliance with the barrier when determining if such awards are conditional and should be reported as conditional grant advance liabilities until such conditions are met. Contributions without donor restrictions are recognized as revenue when received or unconditionally pledged. Contributions with donor restrictions are recorded as revenues and net assets with donor restrictions when received or unconditionally pledged. Transfers are made to net assets without donor restrictions as services are performed and costs are incurred pro-rata over the period covered by the grant or contribution as time restrictions lapse. Contributions with donor restrictions and conditions received and satisfied in the same period are included in grants and contributions without donor restrictions. Deferred revenue and advances represent program service fee income received prior to year- end. These amounts are deferred and recognized over the periods to which the fees are earned. The majority of deferred revenue and advances as of June 30, 2022 relates to rental housing assistance payments received in advance during June 2022 to be paid out in July 2022. Substantially all of the Company's revenue is derived from its activities in Massachusetts. During the year ended June 30, 2022, the Company derived approximately 83% of its total revenue from governmental agencies, 10% from private and third party sources and 7% from other sources. All revenue is recorded at the estimated net realizable amounts. 31 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 15 (1)Summary of Significant Accounting Policies - continued (g)Cash, Cash Equivalents and Restricted Cash and Funded Reserves The Company considers all highly liquid investments purchased with an original maturity of three months or less, which are neither held for nor restricted by donors for long-term purposes, to be cash equivalents. Cash and highly liquid financial instruments restricted to building projects that are perpetual in nature, or other long-term purposes are excluded from this definition. The Company maintains its cash balances at several financial institutions located in Massachusetts and with the Massachusetts Housing Partnership (MHP), as required according to various regulatory agreements. The cash balances of the Company held in financial institutions and MHP are insured by the Federal Deposit Insurance Corporation or collateralized by agreement with HAC's primary financial institution. At times these balances may exceed the federal insurance limits; however, the Company has not experienced any losses with respect to its bank balances in excess of government provided insurance. Management believes that no significant concentration of credit risk exists with respect to these cash balances as of June 30, 2022. Under agreements with some of its funding agencies, the Company maintains separate bank accounts to handle certain cash receipts and disbursements. Restricted cash represents cash that is restricted due to these program and funding requirements. See Note 2 for the detail of restricted cash. Restricted deposits and project reserves required by regulatory or loan agreements are included in project reserves in the accompanying consolidated statement of financial position. See Note 4 for the detail of project reserves. (h)Accounts Receivable Accounts receivable are stated at the amount management expects to collect from outstanding balances. Management provides for probable uncollectible amounts through a provision for bad debt expense and an adjustment to a valuation allowance based on its assessment of the current status of individual accounts. Balances that are outstanding after management has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to accounts receivable. As of June 30, 2022, management has determined any allowance would be immaterial. The Company does not have a policy to accrue interest on accounts receivable. WBCLP's, GC's and HAC Lofts' accounts receivable are written off as uncollectible upon the move-out or eviction of the tenant. 32 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 16 (1) Summary of Significant Accounting Policies - continued (h) Accounts Receivable - continued HAC has no policies requiring collateral or other security to secure the accounts receivable. WBCLP, GC and HAC Lofts have a policy to collect security deposits up to one month's rent from tenants. The security deposits can be used to pay for damages caused by the tenant or used against unpaid receivables. As of June 30, 2022, 60% of the Company's accounts receivable is due from private and third party vendors and 40% is due from government agencies. As of June 30, 2022, two vendors account for approximately 78% of outstanding accounts receivable balance due from private and third party vendors. (i) Promises to Give Conditional promises to give are not recognized as revenue in the consolidated financial statements until the conditions are substantially met. Unconditional promises to give that are expected to be collected within one year are recorded at net realizable value. Unconditional promises to give that are expected to be collected in more than one year are recorded at fair value, which is measured as the present value of their future cash flows. The discounts on those amounts are computed using risk-adjusted interest rates applicable to the years in which the promises are received. Amortization of the discounts is included in contribution revenue. In the absence of donor stipulations to the contrary, promises with payments due in future periods are restricted to use after the due date. As of June 30, 2022, there were no conditional promises to give outstanding. Unconditional promises to give are periodically reviewed to estimate an allowance for doubtful accounts. Management estimates the allowance by review of historical experience and a specific review of collections trends that differ from scheduled collections on individual promises. As of June 30, 2022, there were no unconditional promises to give outstanding. (j) Investments Investments in marketable securities with readily determinable fair values and all investments in debt securities are valued at their fair values in the consolidated statement of financial position. Investments for the Company are professionally managed in a portfolio that is mainly consisted of equities and bonds of publicly traded companies and mutual funds. Such investments are exposed to various risks such as interest rate, market and credit. Due to level of risk associated with such investments and uncertainty related to changes in the value of such investments, it is at least reasonably possible that changes in risks in the near term would materially affect investments balances and the amounts reported in the accompanying consolidated financial statements. Unrealized gains and losses are included in the consolidated statement of activities. 33 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 17 (1) Summary of Significant Accounting Policies - continued (k) Fixed Assets Fixed assets are recorded at cost or if donated, fair value on the date of receipt. Depreciation is provided for in amounts sufficient to relate the cost of depreciable assets to operations over their estimated service lives. Improvements, including planned major maintenance activities are capitalized, while expenditures for routine maintenance and repairs are charged to expense as incurred. Upon disposal of depreciable property, the appropriate property accounts are reduced by the related costs and accumulated depreciation. The resulting gains and losses are reflected in the consolidated statement of activities. The Company computes depreciation using the straight-line method over the following estimated lives: Buildings and building improvements 15-40 years Leasehold improvements 5 years Furniture and fixtures 3-10 years Vehicles 3-5 years Miscellaneous fixed assets 3-5 years The Company reviews its investment in real estate for impairment whenever events or changes in circumstances indicate that the carrying value of such property may not be recoverable. Recoverability is measured by a comparison of the carrying amount of the real estate to the future net undiscounted cash flow expected to be generated by the property and any estimated proceeds from the eventual disposition of the real estate. If the real estate is considered to be impaired, the impairment to be recognized is measured at the amount by which the carrying amount of the real estate exceeds the fair value of such property. There was no impairment loss recognized during the year ended June 30, 2022. (l) Contributed Services and Gifts in Kind Gifts in kind are reported as contributions in the consolidated financial statements at their estimated fair values at the time of receipt. Contributed services are similarly reported when services are performed which would otherwise have been purchased or performed by Company personnel. Many individuals volunteer their time and perform a variety of tasks that assist the Company with its program services and fundraising campaigns. The Company would not have paid for these volunteered services if they had not been donated and therefore, they have not been reflected in the consolidated financial statements. The Company also receives a significant amount of clothing and supplies from individuals, businesses and religious organizations. The value of these items is not recorded in these consolidated financial statements as there is no objective measure of their fair value. 34 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 18 (1) Summary of Significant Accounting Policies - continued (m) Tax Credit Fees Tax credit fees are amortized over WBCLP's 15 year compliance period using the straight line method. (n) Amortization Debt issuance costs relating to the mortgage notes payable are amortized over the term of the related loans using the effective yield method, as required by U.S. GAAP. Unamortized debt issuance costs are presented as a deduction from the carrying value of the mortgage notes payable. Amortization expense on unamortized debt issuance costs has been included in interest expense on the consolidated statement of functional expenses. (o) Income Taxes HAC qualifies as an organization formed for charitable purposes under Section 501(c)(3) of the IRC and therefore is not subject to income tax. HAC is not a private foundation under Section 509(a)(1) of the IRC. However, income from certain activities not directly related to HAC's tax-exempt purpose is subject to taxation as unrelated business income. For the year ended June 30, 2022, there was no liability for tax on unrelated business income. For WBCLP, GC and HAC Lofts, no provision has been made for federal or state income taxes since all taxable income, losses and credits are allocated to the partners/members. PAL is a Subchapter C corporation that has elected to be taxed as a corporation, that is subject to taxation at the federal and state levels. Deferred taxes are computed based on the difference between the financial statements and income tax bases of assets and liabilities using enacted marginal tax rates. As of June 30, 2022, the tax expense, deferred taxes and valuation allowances were immaterial. U.S. GAAP prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Generally, the Company's information/tax returns remain open for possible federal income tax examination for three years after the filing date. The Company is not currently under examination by any taxing jurisdiction. (p) Use of Estimates In preparing the Company's consolidated financial statements in conformity with U.S. GAAP, management is required to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. 35 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 19 (1) Summary of Significant Accounting Policies - continued (q) Fundraising Fundraising relates to the activities of raising general and specific contributions for the Company. (r) Construction in Progress Construction in progress is recorded using the cost method. Costs associated with the acquisition, and construction of property including property taxes, interest and insurance, are capitalized as cost of the property. (s) Functional Allocation of Expenses The costs of providing various programs and other activities have been summarized on a functional basis in the consolidated statement of activities and in the consolidated statement of functional expenses. Directly identifiable expenses are charged to programs and supporting services. Expenses related to more than one function are allocated to programs and supporting services. Administration expenses include those expenses that are not directly identifiable with any other specific function but provide for the overall support and direction of the Company. Payroll and associated costs are allocated to functions based upon actual time charges. Occupancy costs are allocated based upon full-time equivalents and office space occupied. (t) Summarized Financial Information for 2021 The consolidated financial statements include certain prior year summarized comparative information in total but not by net asset class. Also, there is no presentation of consolidated statement of cash flows or functional expenses for the year ended June 30, 2021. The prior year summarized data also does not include a presentation of net assets attributable to non- controlling interests nor changes in net assets attributable to non-controlling interests. In addition, the consolidated financial statements do not include full consolidated financial statement disclosures for the prior year. Such information does not include sufficient detail to constitute a presentation in conformity with U.S. GAAP. Accordingly, such information should be read in conjunction with the Company's consolidated financial statements for the year ended June 30, 2021, from which the summarized information is derived. (u) Fair Value Measurements U.S. GAAP defines fair value, establishes a framework for measuring fair value, and establishes a fair value hierarchy that prioritizes the inputs to valuation techniques. Fair value is the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. A fair value measurement assumes that the transaction to sell the asset or transfer the liability occurs in the principal market for the asset or liability or, in the absence of a principal market, the most advantageous market. Valuation techniques that are consistent with the market, income or cost approach are used to measure fair value. 36 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 20 (1) Summary of Significant Accounting Policies - continued (u) Fair Value Measurements - continued The fair value hierarchy prioritizes the inputs to valuation techniques used to measure fair value into three broad levels: Level 1: Inputs are quoted prices (unadjusted) in active markets for identical assets or liabilities the Company has the ability to access. Level 2: Observable inputs other than quoted prices included in level 1. Assets and liabilities included in this level are valued using quoted prices for similar assets and liabilities in active markets or other inputs that are observable or can be corroborated by observable market data. Level 3: Inputs are unobservable inputs for the asset or liability and rely on management's own assumptions about the assumptions that market participants would use in pricing the asset or liability. The Company's investment in assets held by Cape Cod Foundation (the CCF) are valued on Level 3 inputs based on the underlying investments using prices obtained from the custodians, which used third party data service providers, without adjustment by management. The following table presents the Company's fair value hierarchy for those assets measured at fair value on a recurring basis as of June 30, 2022: Fair value Level 1 Level 2 Level 3 Investment in assets held at CCF, Note 3 $ 1,235,417 $ - $ - $ 1,235,417 Total $ 1,235,417 $ - $ - $ 1,235,417 During the year ended June 30, 2022, the Company purchased these Level 3 investments from cash and cash equivalents for $1,352,823. A reconciliation of the activity for the year ended June 30, 2022, including original and additional purchase amounts, for investments in assets held at CCF measured at fair value on a recurring basis using Level 3 inputs is presented in Note 3. 37 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 21 (1) Summary of Significant Accounting Policies - continued (v) Designation of Net Assets Without Donor Restrictions It is the policy of the Board of Directors of the Company to review its plans for future expenditures from time to time and to designate appropriate sums of net assets without donor restrictions as part of the Company's liquidity management. (w) Recent Accounting Standards In June 2020, FASB issued ASU 2020-05, Revenue from Contracts with Customers (Topic 606) and Leases (Topic 842). ASU 2020-05 deferred the implementation date of ASU 2016-02 and ASU 2014-09 by one year. The Company has adopted ASU 2014-09 in the prior year. ASU 2016-02 is described below. In February 2016, FASB issued ASU 2016-02, Leases (Topic 842) which sets out the principles for the recognition, measurement, presentation and disclosure of leases for both parties to a contract (i.e., lessees and lessors). The new standard requires lessees to apply a dual approach, classifying leases as either finance or operating leases based on the principle of whether or not the lease is effectively a financed purchase by the lessee. This classification will determine whether lease expense is recognized based on an effective interest method or on a straight line basis over the term of the lease, respectively. A lessee is also required to record a right-of-use asset and a lease liability for all leases with a term of greater than 12 months regardless of their classification. Leases with a term of 12 months or less will be accounted for similar to existing guidance for operating leases today. The new standard requires lessors to account for leases using an approach that is substantially equivalent to existing guidance for sales-type leases, direct financing leases and operating leases. The ASU was set to be effective on January 1, 2021, with early adoption permitted. The effective date was extended to fiscal years beginning after December 15, 2021. The Company is currently evaluating the impact the adoption of this new standard will have on its consolidated financial statements. 38 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 22 (2) Restricted Cash Under agreements with some of its funding agencies, the Company maintains separate bank accounts to handle cash that is restricted due to program and funding requirements. The amounts are included in restricted cash on the consolidated statement of financial position and relate to the following programs: Emergency Rental Assistance Program (ERAP) $ 135,243 Section 8 Rental Assistance 1,175,368 Residential Assistance for Families in Transition (RAFT) 210,020 HomeBASE Rental Assistance 181,665 Massachusetts Rental Voucher Program (MRVP) 113,524 Massachusetts Housing Partnership (MHP) 121,718 Family Self-Sufficiency Program 124,819 Cooperative - Cape Cod 246,826 Other Restricted Cash Held 104,015 $ 2,413,198 (3) Board Designated - Investments As of June 30, 2022, the Company's investment in assets held at CCF is comprised of Board designated amounts totaling $1,235,417. HAC created the agency fund as its operating reserve for the purposes of the Company's liquidity management. The Board of Directors of CCF designated responsibility to the Investment Committee of CCF, which consist of between five to seven members, to monitor and evaluate the portfolio on a regular basis. The Investment Committee of CCF establishes guidelines, as approved by the Board of Directors of CCF, which the investment managers must adhere to. The Board of Directors bears the fiduciary responsibility to ensure investments are being properly managed in accordance with the investment guidelines which sets out specific ranges of allocation for each asset class. The agency fund is available to HAC at any time. During the year ended June 30, 2022, HAC's Board of Directors designated an additional $364,040 into the agency fund. Activity in the agency fund was as follows for the year ended June 30, 2022: Balance, June 30, 2021 $ 988,783 Additional Board designated funds 364,040 Net loss on investments (117,406) Balance, June 30, 2022 $ 1,235,417 39 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 23 (4) Project Reserves (a) WBCLP WBCLP is required to maintain an escrow fund from which to pay all real estate taxes and annual insurance premiums. Funds are held by MHP. As of June 30, 2022, the balance of the escrow was $50,020. In accordance with the MHP Regulatory Agreement, WBCLP is required to maintain a reserve for significant repairs and replacements. WBCLP is required to make monthly deposits which increase annually. The reserve funds are held by MHP and can only be drawn upon with permission of MHP. As of June 30, 2022, the balance was $96,155. In accordance with WBCLP's Partnership Agreement, WBCLP is required to establish and maintain a reserve for operating shortfalls. The reserve is held by MHP and withdrawals are subject to the Development Fund Agreement between WBCLP and MHP. The minimum required balance is 50% of WBCLP's expenses, as defined in the Partnership Agreement. During the year ended June 30, 2019, WBCLP made an approved withdrawal which caused the balance in the reserve to be less than 50% of WBCLP's expenses. As a part of the approval for the withdrawal, WBCLP has agreed to replenish the reserve from first available cash as defined in the MHP loan agreement at the end of each calendar year as well as to adhere to additional requirements from MHP. As of June 30, 2022, the balance was $151,879. (b) GC In accordance with GC's Partnership, Regulatory and Mortgage Agreements, GC is required to maintain several reserves and escrows. All reserves and escrows are held by MHP. As of June 30, 2022, the balance of these reserves and escrows totaled $68,364. (5) Debt Obligations As of June 30, 2022, the total outstanding principal balance of debt less unamortized debt issuance costs was $11,940,572. As of June 30, 2022, unamortized debt issuance costs of $33,605 consist of debt issuance costs of $75,815 less accumulated amortization of $42,210. During the year ended June 30, 2022, amortization expense incurred was $3,511 and was included in interest expense in the consolidated statement of functional expenses. (a) Lines of Credit HAC had a revolving line of credit with Santander Bank of $500,000 to be drawn upon as needed, with a variable interest rate based on an index described in the agreement. The line was unsecured. During the year ended June 30, 2022, the line of credit was closed. Subsequent to the year end, HAC is working with Santander Bank to open another line of credit to gain access to short-term funding when needed. HAC has available a revolving line of credit with Massachusetts Housing Investment Corporation (MHIC) of $500,000 to be drawn upon as needed, with an interest rate equal to the prime rate plus 2%. The line is unsecured and set to mature in June 2023. As of June 30, 2022, there were no borrowings outstanding. 40 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 24 (5) Debt Obligations - continued (b) Community Economic Development Assistance Corporation (CEDAC) HAC has three mortgage notes payable with CEDAC whose details are listed below. All three notes are non-interest bearing second mortgage notes payable under CEDAC's Facilities Consolidation Fund program with no payments due until maturity. All of the maturity dates may be extended in ten year increments by CEDAC. If gross receipts for the individual projects covered by the notes exceed 105% of cash expenditures for any fiscal year, HAC may have to submit the excess to CEDAC within 45 days after fiscal year end at CEDAC's discretion under all note agreements. Collateralized by Balance as of 6/30/22 Balance as of 6/30/21 Maturity Southside Village Condo units $ 236,000 $ 236,000 November 8, 2034 Foundations properties 221,343 221,343 December 4, 2027 309 South Street, Hyannis 220,400 220,400 June 30, 2028 (c) Additional Mortgages and Notes Payable - HAC Lender Collateralized by Balance as of 6/30/22 Balance as of 6/30/21 Monthly Prin. and Interest Fixed Interest Rate at 6/30/22 Maturity Cape Cod Coop. Bank 92 Rosary Ln.,# 19, Hyannis $ 32,498 $ 35,278 $ 380 5.25% June 10, 2031 Barnstable County Multiple properties 130,000 130,000 None 0.00% June 13, 2027 Barnstable County Southside Village Condos 75,000 75,000 None 0.00% November 1, 2044 Barnstable County Southside Village Condos 100,000 100,000 None 0.00% November 1, 2044 MHP Southside Village Condos 743,005 743,005 None 0.00% November 7, 2024 MHP Southside Village Condos 384,249 403,785 3,718 6.35% November 7, 2024 RK-Yachtsman, LLS 1252 Rte 28A, Cataumet 74,638 90,145 Varies 3.00% December 16, 2026 Town of Barnstable 27 Parkway Pl., Barnstable 148,000 148,000 None 0.00% April 25, 2038 FCFCU 6-8 Sachem Village Rd, Dennis 43,026 47,714 590 5.25% October 25, 2029 Affordable Housing Trust Fund 57 Ridgewood Ave, Hyannis 150,000 150,000 None 0.00% August 12, 2050 Affordable Housing Trust Fund 57 Ridgewood Ave, Hyannis 200,000 200,000 None 0.00% August 5, 2039 MA Development Housing Agency 57 Ridgewood Ave, Hyannis 1,071,508 1,090,484 5,600 4.50% September 1, 2029 (d) HAC Lofts HAC Lofts has two mortgage notes payable with DHCD under the Affordable Housing Trust Fund and Housing Stabilizing Fund, whose details are listed below. Both of these notes are non-interest bearing second mortgage notes payable on real estate located at 57 Ridgewood Ave, Hyannis, MA with no payments due until maturity. All of the maturity dates may be extended with the consent of lender. If gross cash receipts exceed gross cash expenditures as defined in the promissory notes for any fiscal year, HAC Lofts may have to submit 50% of the excess to lender within 45 days after fiscal year end at lender's discretion under both note agreements 41 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 25 (5) Debt Obligations - continued (d) HAC Lofts - continued Lender Collateralized by Balance as of 6/30/22 Balance as of 6/30/21 Monthly Prin. and Interest Fixed Interest Rate at 6/30/22 Maturity Affordable Housing Trust Fund 57 Ridgewood Ave, Hyannis $ 125,000 $ 125,000 None 0.00% August 12, 2050 Housing Stabilizing Fund 57 Ridgewood Ave, Hyannis 125,000 125,000 None 0.00% August 12, 2070 Interest expense on all HAC and HAC Lofts debts including amortization expense totaled to $82,689 for the year ended June 30, 2022. As of June 30, 2022, accrued interest on all HAC and HAC Lofts debt totaled $2,310. (e) WBCLP Lender Balance as of 6/30/22 Balance as of 6/30/21 Monthly Prin. and Interest Fixed Interest Rate at 6/30/22 Maturity MHP $ 1,645,931 $ 1,694,241 $ 13,057 6.48% February 2031 DHCD 750,000 750,000 None 3.00% April 29, 2059 DHCD 2,000,000 2,000,000 None 2.00% April 29, 2039 Town of Barnstable 300,000 300,000 None 6.50% April 30, 2038 Barnstable County Home Consortium 400,000 400,000 None 6.50% April 30, 2058 All WBCLP mortgage notes payable are collateralized by the Project. Interest expense on all WBCLP debt including amortization expense totaled to $265,095 for the year ended June 30, 2022. As of June 30, 2022, accrued interest on all WBCLP debt totaled $1,766,565. (f) GC Lender Balance as of 6/30/22 Balance as of 6/30/21 Monthly Prin. and Interest Fixed Interest Rate at 6/30/22 Maturity MHP $ 750,000 $ 750,000 None 0.00% March 28, 2034 AHTF 664,617 664,617 None 0.00% March 29, 2044 DHCD 287,418 287,418 None 0.00% March 29, 2044 County HOME 225,000 225,000 None 0.00% May 1, 2063 CBH 171,275 171,275 None 0.00% March 29, 2044 MHP 700,269 718,436 4,036 4.26% March 31, 2034 All GC mortgage notes payable are collateralized by the GC project. Interest expense on all GC debt amounted to $30,269 for the year ended June 30, 2022. As of June 30, 2022, there was no accrued interest. 42 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 26 (5) Debt Obligations - continued (g) Maturities Minimum future principal payments on debt obligations are as follows: Year HAC & HAC Lofts WBCLP GC Total 2023 $ 63,431 $ 49,897 $ 18,972 $ 132,300 2024 66,556 56,615 19,797 142,968 2025 1,130,490 58,646 20,657 1,209,793 2026 48,148 62,562 21,554 132,264 2027 170,056 66,738 22,490 259,284 Thereafter 2,600,984 4,801,475 2,695,109 10,097,568 (6) Operating Lease Commitments HAC leases office space from Asclepius Corporation (Asclepius) (see Note 7), a related not-for profit corporation, under a tenant-at-will operating lease agreement with monthly payments of $16,874. Rent expense for the year ended June 30, 2022 was $202,489. HAC additionally rents from numerous scattered sites as a tenant at will. Rent expense for these sites for the year ended June 30, 2022 was $122,850. (7) Related Party Transactions Asclepius is a Massachusetts not-for-profit corporation which was created to own and provide office space for other not-for-profit and governmental agencies. HAC controls 40% of the board of directors of Asclepius and rents its main office space from Asclepius (see Note 6). During the year ended June 30, 2022, Asclepius charged and was paid by HAC $202,489 for rent. HAC also provides management and accounting services to Asclepius. During the year ended June 30, 2022, HAC charged and received $18,500 from Asclepius for these services. HAC is the sole member of West Barnstable Communities - HAC LLC (WBC), which is the .01% general partner of WBCLP. WBC has agreed to certain performance guarantees, no provision for which has been recorded in these consolidated financial statements. HAC is a 21% member of HAC POAH Community Housing LLC, which is the .01% general partner of Dennis Community Housing Preservation Associates Limited Partnership (DCLP). 43 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 27 (7) Related Party Transactions - continued HAC is a 21% member of CB Rental HAC LLC, which is the .01% general partner of CB Rental Limited Partnership. HAC is a 21% member of Clay Pond Rental LLC, which is the .01% general partner of Clay Pond Preservation Associates Limited Partnership. During the year ended June 30, 2022, HAC received and was reimbursed immaterial amounts for fees and expenses related to these entities. WBCLP shall pay a non-cumulative partnership management fee of $15,000 per year, increasing by 4% per year, to HAC from available cash flow. For the year ended June 30, 2022, no fee has been recorded as WBCLP did not generate cash flow sufficient to pay this fee. WBCLP shall pay a non-cumulative incentive management fee calculated at 4% of gross revenues per year to HAC from available cash flow. For the year ended June 30, 2022, no fee has been recorded as WBCLP did not generate cash flow sufficient to pay this fee. (8) Employee Benefits HAC has a tax-deferred annuity plan qualified under Section 403(b) of the IRC covering eligible employees. HAC incurred $170,628 for total plan related costs, which included plan administration costs and provisions for employer contributions for qualified employees. Employees may make contributions to the plan up to the maximum amount allowed by the IRC. (9) Ground Lease WBCLP has entered into a ground lease with the Town of Barnstable for the YMCA site and Lombard Trust for the Lombard site. Each ground lease has a term of 90 years. The YMCA site ground lease required a $250,000 initial payment and annual rent during the lease term of $60,000 commencing on January 1, 2027. WBCLP can defer payment of annual base rent to the extent net cash flow of WBCLP is insufficient to pay annual base rent. The Lombard site ground lease requires annual rent during the lease term of $144 per year. The lease is intended to convey to WBCLP all the burdens and benefits of ownership and to cause WBCLP to be treated as the owner of the land for federal and state tax purposes. Accordingly, the lease has been treated as a purchase and included with fixed assets on the consolidated statement of financial position. 44 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 28 (10) WBCLP Capital Structure WBCLP consists of one general partner, WBC, with a .01% share and one investor limited partner, Massachusetts Housing Equity Fund XIV, LLC (MHEF XIV), with a 99.99% share. Except as otherwise specified in the Partnership Agreement, all items of income, expense, gain, loss, tax credits, tax preferences and cash are allocated to the partners based on those percentages. In accordance with the Partnership Agreement, the investor limited partner has agreed to make capital contributions of $5,795,420. As of June 30, 2022, the investor limited partner has made installments totaling $5,795,390. In addition, HAC agreed to make a capital contribution in the amount of $100. HAC, as the general partner, shall apply net cash flow as follows: (a) First, to make required deposits to the operating reserve; (b) Second, to pay accrued and unpaid amounts under the ground lease; (c) Third, to pay any accrued or unpaid developer fee; (d) Fourth, to pay any accrued and unpaid portion of the partnership management fee; and (e) Fifth, to pay any accrued or unpaid incentive management fee. Any cash flow remaining after the above payments shall be designated Distributable Net Cash Flow, will be distributed annually within 120 days after the close of each fiscal year and will be paid as follows: (a) First, if HAC has made operating deficit capital contributions, to HAC in an amount up to the aggregate amount of such operating deficit capital contributions; and (b) Second, the balance, if any, 99.99% to MHEF XIV and .01% to HAC. WBCLP is a "limited dividend organization" under the provisions of Massachusetts General Laws, Chapter 40B, §20 through 23 and therefore, distributions are subject to the limitations of DHCD as set forth in the Regulatory Agreement. Cash from a sale or refinancing (other than in connection with a liquidation of WBCLP or any partners interest in WBCLP) will be distributed within 30 days of its receipt by the Company as follows: (a) First, 99.99% to MHEF XIV and .01% to HAC until MHEF XIV has received distributions sufficient for MHEF XIV to achieve the internal rate of return set forth in Section 4.04(a) of the Partnership Agreement; (b) Second, if HAC has made operating deficit capital contributions, to HAC in an amount up to the aggregate amount of such operating deficit capital contributions; and (c) Third, the balance, if any, 50% to MHEF XIV and 50% to HAC. 45 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 29 (11) Commitments and Contingencies WBCLP's LIHTC are contingent on its ability to maintain compliance with applicable sections of Section 42 of the IRC. Failure to maintain compliance with occupant eligibility, and/or unit gross rent, or to correct noncompliance within a specified time period could result in recapture of previously taken tax credits plus interest. The Company receives a portion of its funding from government agencies. The ultimate determination of amounts received under these programs generally is based upon allowable costs reported to and audited by the government. Until such audits have been completed, if any, and final settlement reached, there exists a contingency to refund any amount received in excess of allowable costs. Management is of the opinion that no material liability will result from such audits. The Company's operations are concentrated in the social service provider field. As such, the Company operates in a heavily regulated environment. The operations of the Company are subject to administrative directives, rules and regulations of federal, state and local regulatory agencies, including, but not limited to the following: United States Department of Housing and Urban Development United States Department of Health and Human Services United States Department of Energy United States Department of Homeland Security United States Department of the Treasury United States Small Business Administration Commonwealth of Massachusetts Department of Housing and Community Development Commonwealth of Massachusetts Executive Office of Community Development Commonwealth of Massachusetts Operational Services Division Commonwealth of Massachusetts Department of Mental Health Commonwealth of Massachusetts Department of Public Health Town of Barnstable Barnstable Housing Authority Barnstable County/Cape Cod Commission Such administrative directives, rules and regulations are subject to change by an act of Congress, act of the state and local legislature or an administrative change mandated by, the United States Departments, Commonwealth of Massachusetts Departments or local departments listed above. Such changes may occur with little notice or inadequate funding to pay for the related cost, including the additional administrative burden, to comply with a change. Additionally, contractual funding may decrease or be withdrawn with little notice. The Company is involved with certain claims and other routine litigation matters in the normal course of business. In the opinion of management, after consultation with legal counsel, the outcome of such matters is not expected to have a materially adverse effect on the Company's consolidated financial position or results of operations. 46 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 30 (12) Net Assets (a) Net Assets With Donor Restrictions Net assets with donor restrictions consist of resources available to meet future obligations, but only in compliance with the restrictions specified by donors. During the year ended June 30, 2022, net assets released from restrictions totaling $135,470 were from program restrictions. As of June 30, 2022, net assets with donor restrictions are restricted for the following programs: Workforce Housing Relief Fund $ 420,315 Prevention 86,157 Family Shelter 5,611 Family Support Services 4,742 Total $ 516,825 (b) Net Assets Without Donor Restrictions As of June 30, 2022, the Company's net assets without donor restrictions is comprised of undesignated and Board designated amounts totaling $10,930,203, of which the Board of Directors has designated $1,235,417 as a future operating reserve. 47 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 31 (13) Liquidity and Availability of Resources The following reflects the Company's consolidated financial assets as of June 30, 2022, reduced by amounts not available for general use because of general or donor-imposed restrictions within one year from the consolidated statement of financial position date. Amounts not available include amounts set aside for long-term investing in the foundation legacy fund that could be drawn upon if the board approves the action. Available lines of credit are not included in the below schedule: Financial assets at year end: HAC & HAC Lofts WBC GC Eliminations Total Cash and cash equivalents $ 2,994,822 $ 142,758 $ 27,490 $ - $ 3,165,070 Receivables, net 2,176,895 5,412 - (62,082) 2,120,225 Investments 1,235,417 - - - 1,235,417 Total 6,407,134 148,170 27,490 (62,082) 6,520,712 Less amounts unavailable for general expenditures within one year, due to: Restricted by donors for specific purposes 516,825 - - - 516,825 Total 516,825 - - - 516,825 Less amounts unavailable to management without Board approval: Board designated for operating reserve 1,235,417 - - - 1,235,417 Total 1,235,417 - - - 1,235,417 Financial assets available to meet cash needs for general expenditures within one year $ 4,654,892 $ 148,170 $ 27,490 $ (62,082) $ 4,768,470 As part of the Company's liquidity management, the Company regularly monitors liquidity required to meet operating needs and other contractual commitments. The Company also maintains a board designated reserve. This is a reserve established by the Board of Directors that may be drawn upon at their discretion. In addition, as part of the Company's liquidity management, it has a policy to structure its financial assets to be available as its general expenditures, liabilities and other obligations as they come due. In addition, HAC has the ability to draw on its line of credit of up to $500,000, see Note 5(a), in the event of an unanticipated need. 48 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Notes to Consolidated Financial Statements June 30, 2022 32 (14) Risks and Uncertainties - COVID-19 In early 2020, an outbreak of a novel strain of coronavirus (COVID‐19) emerged globally. As a result, events have occurred including mandates from federal, state and local authorities leading to an overall decline in economic activity. The Company's liquidity as of June 30, 2022 is documented at Note 13. The Company is not able to estimate the length or severity of this outbreak and the related financial impact. Management plans to adjust its operations accordingly and will continue to assess and monitor the situation as it evolves. If the length of the outbreak and related effects on the Company's operations continue for an extended period of time the Company may have to seek alternative measures to finance its operations. The Company does not believe that the impact of COVID-19 would have a material adverse effect on its financial condition or liquidity. (15) Subsequent Events The Company has performed an evaluation of subsequent events through November 7, 2022, which is the date the Company's consolidated financial statements were available to be issued. No material subsequent events have occurred, other than those disclosed below, since June 30, 2022 that required recognition or disclosure in these consolidated financial statements. In July 2022, HAC entered into a purchase and sale agreement to purchase a real property located in Barnstable, MA for $2,500,000 which includes land, buildings and any improvements and fixtures connected to the premise. The seller of the said property (the Seller) will provide full financing to HAC as part of the purchase and sale agreement. The loan is set to mature at the earlier date of 1) 2 years after closing date, or 2) the date HAC closes on a construction loan to develop the real property. If HAC is unable to close on a construction loan or obtain any required permits and approvals for HAC's intended use of the property during the original 2 years term of the loan, HAC has the option to convey the property back to the Seller and the Seller will fully forgive the loan. If HAC exercised the extensions and is still unable to close on a construction loan at the end of any such extension periods, HAC also has the option to convey the property back to the Seller and the Seller will fully forgive the loan. No principal or interest payment will be required during the term of the loan. 49 of 65 HAC - 107 Main Street - Brewster CPC Supplemental Information 50 of 65 HAC - 107 Main Street - Brewster CPC HAC & HAC Lofts GC WBC Eliminations TOTAL Assets Current Assets Cash and cash equivalents $ 2,994,822 $ 27,490 $ 142,758 $ - $ 3,165,070 Restricted cash 2,413,198 - - - 2,413,198 Contracts and grants receivable 847,540 - - - 847,540 Other receivables 1,329,355 - 5,412 (62,082) 1,272,685 Prepaid expenses 47,482 - 15,152 - 62,634 Investments 1,235,417 - - - 1,235,417 Total current assets 8,867,814 27,490 163,322 (62,082) 8,996,544 Fixed Assets Land 3,601,456 - 526,000 - 4,127,456 Buildings 7,806,185 3,459,121 9,672,140 (279,401) 20,658,045 Building improvements 3,663,874 - 1,035,763 - 4,699,637 Leasehold improvements 63,288 - - - 63,288 Furniture and fixtures 330,720 - 74,070 - 404,790 Vehicles 270,884 - - - 270,884 Miscellaneous fixed assets 111,147 - - - 111,147 Construction in progress 65,442 - - - 65,442 Total fixed assets 15,912,996 3,459,121 11,307,973 (279,401) 30,400,689 Less: accumulated depreciation (6,800,601) (943,397) (3,562,132) 90,805 (11,215,325) Net fixed assets 9,112,395 2,515,724 7,745,841 (188,596) 19,185,364 Other Assets Tax credit fees, net of accumulated amortization - - 5,111 - 5,111 Project reserves - 83,031 326,782 - 409,813 Total other assets - 83,031 331,893 - 414,924 Total Assets $ 17,980,209 $ 2,626,245 $ 8,241,056 $ (250,678) $ 28,596,832 Liabilities and Net Assets Current Liabilities Accounts payable $ 588,868 $ 62,082 $ 18,340 $ (62,082) $ 607,208 Accrued expenses 990,651 - 26,257 - 1,016,908 Escrows held for program participants 181,745 12,951 27,139 - 221,835 Deferred revenue 259,251 - - - 259,251 Advances 1,337,465 - - - 1,337,465 Mortgage notes payable, current portion 63,431 18,972 49,897 - 132,300 Total current liabilities 3,421,411 94,005 121,633 (62,082) 3,574,967 Long Term Liabilities Mortgage notes payable, net of current portion, net of unamortized debt issuance costs 1,521,849 681,297 1,583,068 - 3,786,214 Other mortgages notes payable - non-amortizing 2,473,748 2,098,310 3,450,000 - 8,022,058 Accrued interest - - 1,766,565 - 1,766,565 Total long term liabilities 3,995,597 2,779,607 6,799,633 - 13,574,837 Total liabilities 7,417,008 2,873,612 6,921,266 (62,082) 17,149,804 Net Assets Without donor restrictions 10,046,376 (247,367) (354,214) 165,086 9,609,881 Noncontrolling interest - - 1,674,004 (353,682) 1,320,322 Total net assets without donor restrictions 10,046,376 (247,367) 1,319,790 (188,596) 10,930,203 Net assets with donor restrictions 516,825 - - - 516,825 Total net assets 10,563,201 (247,367) 1,319,790 (188,596) 11,447,028 Total Liabilities and Net Assets $ 17,980,209 $ 2,626,245 $ 8,241,056 $ (250,678) $ 28,596,832 Housing Assistance Corporation and Affiliates Consolidating Statement of Financial Position - Unaudited As of June 30, 2022 See independent auditor's report. 34 51 of 65 HAC - 107 Main Street - Brewster CPC HAC & HAC Lofts GC WBC Eliminations TOTAL Revenue and Support Contributions $ 1,912,446 $ - $- $ - $ 1,912,446 In-kind contributions 54,500 - - - 54,500 Grants 375,739 - - - 375,739 Program service fees 32,111,850 - - - 32,111,850 Low income rental housing - 141,579 601,672 - 743,251 Other income 1,688,492 - - - 1,688,492 Total revenue and support 36,143,027 141,579 601,672 - 36,886,278 Expenses Salaries 5,419,803 - - - 5,419,803 Payroll taxes and benefits 2,102,396 - - - 2,102,396 Occupancy 920,794 90,681 321,422 - 1,332,897 Professional fees 865,163 27,352 91,951 - 984,466 Interest 82,689 30,269 265,095 - 378,053 Other program expense 1,151,153 - - - 1,151,153 Pass through 24,678,147 - - - 24,678,147 Total expenses 35,220,145 148,302 678,468 - 36,046,915 Change in Net Assets from Operations 922,882 (6,723) (76,796) - 839,363 Non-operating Revenue (Expenses) Depreciation (390,150) (125,787) (276,921) 6,985 (785,873) Net loss on investments (117,406) - - - (117,406) Total non-operating revenue (expenses)(507,556) (125,787) (276,921) 6,985 (903,279) Change in Net Assets 415,326 (132,510) (353,717) 6,985 (63,916) Net Assets at Beginning of Year 10,147,875 (114,857) 1,673,507 (195,581) 11,510,944 Net Assets at End of Year $ 10,563,201 $ (247,367) $ 1,319,790 $ (188,596) $ 11,447,028 For the Year Ended June 30, 2022 Consolidating Statement of Activities - Unaudited Housing Assistance Corporation and Affiliates See independent auditor's report. 35 52 of 65 HAC - 107 Main Street - Brewster CPC Assets 2022 2021 Current Assets Cash and cash equivalents $ 1,176,094 $ 1,156,328 Cash - escrow 124,819 249,283 Accounts receivable portability 237,746 247,611 Accounts receivable fraud recovery 47,219 32,304 Due from HAC 1,246,248 1,166,922 Total Current Assets 2,832,126 2,852,448 Total Assets $ 2,832,126 $ 2,852,448 Liabilities and Net Assets Current Liabilities Accounts payable $ - $ - Accounts payable - portability - - Deferred revenue - fraud recovery 15,298 32,289 Deferred revenue and advances 1,335,496 1,185,125 Interest payable - - Total Current Liabilities 1,350,794 1,217,414 Long-Term Liabilities Escrow and other non-current liabilities 155,450 249,283 Total Long-Term Liabilities 155,450 249,283 Total Liabilities 1,506,244 1,466,697 Net Assets Net assets without donor restrictions 1,325,882 1,385,751 Total Net Assets 1,325,882 1,385,751 Total Liabilities and Net Assets $ 2,832,126 $ 2,852,448 Housing Assistance Corporation and Affiliates Section 8 - Supplemental Schedule of Financial Position - Unaudited As of June 30, 2022 with Comparative Totals as of June 30, 2021 See independent auditor's report. 36 53 of 65 HAC - 107 Main Street - Brewster CPC Revenue 2022 2021 Administrative $ 1,274,991 $ 1,245,912 Other - - Fraud recovery 7,839 1,992 Fees 2,000 2,000 Program 13,251,145 12,819,274 Total Revenue 14,535,975 14,069,178 Expenses Personnel 900,882 813,964 Training 20,610 16,015 Travel 3,694 401 Food 2,524 105 Transportation 11,842 4,581 Support 59,004 57,298 Professional 61,175 49,923 Facility - rent 41,103 39,402 Facility - depreciation - 2,050 Contracted services 13,251,145 12,819,274 Other - - Administrative allocation 243,865 208,607 Total Expenses 14,595,844 14,011,620 Change in Net Assets (59,869) 57,558 Net Assets, Beginning of Year 1,385,751 1,328,193 Net Assets, End of Year $ 1,325,882 $ 1,385,751 Section 8 - Supplemental Schedule of Activities - Unaudited For the Year Ended June 30, 2022 with Comparative Totals for the Year Ended June 30, 2021 Housing Assistance Corporation and Affiliates See independent auditor's report. 37 54 of 65 HAC - 107 Main Street - Brewster CPC Federal Pass-Through Passed Assistance Listing Entity Identifying Through to Federal Number Number Subrecipients Expenditures U.S. Department of Housing and Urban Development: 14.267 N/A $ 561,189 Passed through the Commonwealth of Massachusetts Department of Housing and Community Development 14.881 SCOCD264019699018811 N/A 14,348,131 Section 8 Housing Choice Vouchers Program - Housing Voucher Cluster 14.871 SCOCD264019699014HCV N/A 37,323 Supportive Housing for Persons with Disabilities 14.181 SCOCD264219699017MS5 N/A 27,351 Family Self - Sufficiency Program 14.896 FSS21MA3861-01-00/MA901FSS N/A 76,930 Family Unification Program (FUP)14.880 SCOCD264119699016FUP N/A 7,218 Emergency Solutions Grant Program 14.231 OCD800016FMESG622201 N/A 30,395 Passed through the Commonwealth of Massachusetts Department of Mental Health Shelter Plus Care 14.238 SCDMH535050057770000 N/A 334,796 Total - U.S. Department of Housing and Urban Development 15,423,333 U.S. Department of the Treasury: Passed through the Commonwealth of Massachusetts Department of Housing and Community Development Emergency Rental Assistance Program - COVID-19 21.023 OCD2650HSLERAFT22250 N/A 6,181,122 Passed through the Massachusetts Housing Partnership Coronavirus State and Local Fiscal Recovery Funds 21.027 MOU N/A 10,700 Total - U.S. Department of the Treasury 6,181,122 U.S. Department of Health and Human Services: Passed through the Commonwealth of Massachusetts Department of Housing and Community Development 93.568 SCOCD44002057HW10000 N/A 477,637 Passed through the Commonwealth of Massachusetts Department of Public Health 93.959 33M03172920001DPH003 N/A 25,677 Total - U.S. Department of Health and Human Services 503,314 U.S. Department of Energy Passed through the Commonwealth of Massachusetts Department of Housing and Community Development Weatherization Assistance for Low-Income Persons 81.042 SCOCD410019570000008 N/A 128,013 Total - U.S. Department of Energy 128,013 U.S. Department of Homeland Security: Passed through Federal Emergency Management Agency Emergency Food and Shelter National Board Program 97.024 Phase 39 N/A 3,510 Total - U.S. Department of Homeland Security 3,510 Total Expenditures of Federal Awards $22,249,992 Moving to Work Demonstration Program Low-Income Home Energy Assistance Block Grants for Prevention and Treatment of Substance Abuse Continuum of Care Program Housing Assistance Corporation and Affiliates Schedule of Expenditures of Federal Awards For the Year Ended June 30, 2022 Federal Grantor/Pass-Through Grantor/Program or Cluster Title See notes to schedule of expenditures of federal awards and independent auditor's report. 38 55 of 65 HAC - 107 Main Street - Brewster CPC Note 1: Basis of Presentation Note 2: Indirect cost rate The Company has elected not to use the 10-percent de minimis indirect cost rate as allowed under the Uniform Guidance. Note 3: Summary of Significant Accounting Policies Housing Assistance Corporation and Affiliates For the Year Ended June 30, 2022 Notes to Schedule of Expenditures of Federal Awards The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of Housing Assistance Corporation and Affiliates (the Company) under programs of the federal government for the year ended June 30, 2022. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S.Code of Federal Regulations Part 200,Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Company, it is not intended to and does not present the consolidated financial position, changes in net assets or cash flows of the Company. Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. See independent auditor's report. 39 56 of 65 HAC - 107 Main Street - Brewster CPC   40   Independent Auditor's Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance With Government Auditing Standards To the Board of Directors of Housing Assistance Corporation We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the consolidated financial statements of Housing Assistance Corporation (a nonprofit organization) and Affiliates, (collectively, the Company), which comprise the consolidated statement of financial position as of June 30, 2022, and the related consolidated statements of activities, functional expenses and cash flows for the year then ended, and the related notes to the consolidated financial statements, and have issued our report thereon dated November 7, 2022. Report on Internal Control over Financial Reporting In planning and performing our audit of the consolidated financial statements, we considered the Company's internal control over financial reporting as a basis for designing the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the consolidated financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Company's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the Company's internal control over financial reporting. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's consolidated financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over financial reporting that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified. Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the Company's consolidated financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the consolidated financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. 57 of 65 HAC - 107 Main Street - Brewster CPC   41   Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control over financial reporting or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control over financial reporting and compliance. Accordingly, this communication is not suitable for any other purpose.   Braintree, Massachusetts November 7, 2022 58 of 65 HAC - 107 Main Street - Brewster CPC   42 Independent Auditor's Report on Compliance for the Major Federal Program and |Report on Internal Control over Compliance Required by the Uniform Guidance To the Board of Directors of Housing Assistance Corporation Report on Compliance for the Major Federal Program Opinion on the Major Federal Program We have audited Housing Assistance Corporation's (a nonprofit organization), and Affiliates (the "Company") compliance with the types of compliance requirements identified as subject to audit in the OMB Compliance Supplement that could have a direct and material effect on the Company's major federal program for the year ended June 30, 2022. The Company's major federal program is identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs. In our opinion, the Company complied, in all material respects, with the compliance requirements referred to above that could have a direct and material effect on its major federal program for the year ended June 30, 2022. Basis for Opinion on the Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America ("GAAS"); the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States ("Government Auditing Standards"); and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards ("Uniform Guidance"). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor's Responsibilities for the Audit of Compliance section of our report. We are required to be independent of the Company and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for the major federal program. Our audit does not provide a legal determination of the Company's compliance with the compliance requirements referred to above. Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to the Company's federal programs. 59 of 65 HAC - 107 Main Street - Brewster CPC 43 Auditor's Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on the Company's compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material, if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the Company's compliance with the requirements of its major federal program as a whole. In performing an audit in accordance with GAAS, Government Auditing Standards, and the Uniform Guidance, we: Exercise professional judgment and maintain professional skepticism throughout the audit. Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the Company's compliance with the compliance requirements referred to above and performing such other procedures as we consider necessary in the circumstances. Obtain an understanding of the Company's internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of the Company's internal control over compliance. Accordingly, no such opinion is expressed. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. Report on Internal Control over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. 60 of 65 HAC - 107 Main Street - Brewster CPC 44 Our consideration of internal control over compliance was for the limited purpose described in the Auditor's Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. Braintree, Massachusetts November 7, 2022 61 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Schedule of Findings and Questioned Costs For the Year Ended June 30, 2022 45 (1)Summary of Auditor's Results Financial Statements: Type of report the auditor issued on whether the consolidated financial statements audited were prepared in accordance with generally accepted accounting principles: Unmodified opinion Internal Control over Financial Reporting: Material Weakness(es) Identified? yes x no Significant Deficiency(ies) Identified? yes x none reported Noncompliance Material to Consolidated Financial Statements Noted? yes x no Federal Awards: Internal Control over Major Programs: Material Weakness(es) Identified? yes x no Significant Deficiency(ies) Identified? yes x none reported Type of Auditor's Report Issued on Compliance for Major Programs: Unmodified Opinion Any Audit Findings Disclosed that are Required to be Reported in Accordance with 2 CFR Section 200.516(a)? yes x no Identification of Major Programs: Assistance Listing Number Name of Federal Program or Cluster 21.023 Emergency Rental Assistance Program Dollar Threshold Used to Distinguish Between Type A and Type B Programs: $ 750,000 Auditee Qualified as Low-Risk Auditee? x yes no 62 of 65 HAC - 107 Main Street - Brewster CPC HOUSING ASSISTANCE CORPORATION AND AFFILIATES Schedule of Findings and Questioned Costs For the Year Ended June 30, 2022 46 (2) Findings - Consolidated Financial Statement Audit No significant deficiencies or material weaknesses reported. (3) Findings and Questioned Costs - Major Federal Programs Audit No significant deficiencies or material weaknesses reported. (4) Status of Prior Year Findings No significant deficiencies or material weaknesses reported. 63 of 65 HAC - 107 Main Street - Brewster CPC 64 of 65 HAC - 107 Main Street - Brewster CPC SITE AND BUILDING PLANS 65 of 65 HAC - 107 Main Street - Brewster CPC 3 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 $ 4 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). 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? 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. 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. 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. 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.) • 0...1p.V1:111 1i' F�F!f.l, /11/1rllJllllltlilti0������\\\ Town of Brewster Council on Aging 1673 Main Street Brewster, MA 02631-1898 T (508) 896-2737 F (508) 896-7587 TO: Brewster Community Preservation Committee FROM: Brewster COA Board RE: CPA Grant DATE: November 17, 2022 The Brewster COA Advisory Board strongly endorses and supports the COA application for CPA funding. The COA is the lead Town Department supporting and advocating for. older adults by providing programs, services and resources that promote independent living and quality of life. Exercise and physical activity are of particular interest to Brewster's unusually large 60+ population. The absence of suitable indoor facilities for exercising makes outdoor venues of high interest. Because socialization and regular exercise activity are key to maintaining and promoting healthy aging, we have looked to our parks and recreation spaces for exercise venues. Brewster is making great strides in making these outdoor spaces more accessible to older and mobility limited residents of all ages. What's lacking are the benches and tables that would enable intervals of rest and opportunities for socialization. Because frail and mobility limited older adults, in particular, need to rest at intervals, we are enthusiastic about acquiring this equipment through this grant. With these in place, we hope to introduce any number of graduated and interval exercise walking programs for adults of all ages and levels of fitness, beginning with our Senior Striders Program We thank you in advance for the support this grant would provide in helping us to achieve our goals for healthy aging and making Brewster an age -friendly community.. Sincerely, A/44U db-e-C(AL haron Tennstedt Andrea Nevins Co -Chair Co -Chair Department of Public Works 201 Run Hill Road Brewster, Massachusetts 02631-1898 Tel (508) 896-3212 November 11, 2022 To Whom It May Concern, Griffin Ryder, P.E. Director James Jones, Foreman I am writing this letter in support of the Town of Brewster Council on Aging's Community Preservation Act funding request for benches and picnic tables. The Council on Aging is applying for Community Preservation Act funding to support the purchase and installation of accessible benches and picnic tables at the Freemans Way field complex. These benches and picnic tables will be a nice enhancement to the existing phased accessibility project as they will provide an opportunity for someone to sit and observe the fields. Should the funding request be approved, the installation of the benches and picnic tables will be tied into the ongoing phased accessibility project. The proposed site work associated with the CPA request will include the development of a paved walking path and plaza area where the picnic tables will be located. Paved pads for the benches located off of the previously proposed walking path (as part of the original accessibility project) will also be provided. The Department of Public Works will continue to work in conjunction with the Recreation Department in implementing the phased accessibility project at the Freemans Way field complex. Having spent some time on these fields as a child and now as a parent, I believe that this project will be a great benefit to the community. The project will provide the opportunity for intergenerational participation for activities taking place at the field complex. Please consider the Brewster Council on Aging's Community Preservation Act funding request for these proposed enhancements to the fields at Freemans Way. Thank you. Sincerely, Griffin Ryder, P.E. DPW Director Town of Brewster TOWN OF BREWSTER 2298 MAIN STREET BREWSTER, MA 02631 PHONE: (508) 896-9430 WWW.BREWSTERRECREATION.COM WWW.TOWN.BREWSTER.MA.US OFFICE OF RECREATION COMMISSION November 16th, 2022 To Whom It May Concern, I am writing this letter as support from the Brewster Recreation Department. The Brewster Council on Aging is applying for a CPC grant to acquire funding for ADA benches and picnic tables that will be tied into an existing ADA project at the Freemans Way field complex. Not only do these potential improvements align with the Towns vision plan, but it will also improve the accessibility to children, seniors, folks with disabilities and other citizens that use this field/facility. It will also provide a safe place for our residents to socialize and exercise, which ultimately makes our community more livable. It should be an obligation of the Town to commit to an age friendly community, given our demographics. I believe that these improvements will also encourage folks who may have never seen a game before, or never been to the field complex, to come to a game, go for a walk, or just get together with friends and enjoy the outdoors. It is also important to note that the Recreation Department is working in conjunction with the Department of Public Works and the Council on Aging to complete this project. Our hope is that this partnership will end up benefiting all our residents and promote a real sense of community. Please consider the request of the Council on Aging for these needed improvements to the fields at Freemans Way. Thank you. Sincerely, Mike Gradone Recreation Director Town of Brewster Filter by: Segment 2: 5411, 5412, 5413 Group as: 111 -2222 -- Parameters: Fiscal Year. 2023 Start Date: 7/1/2022 end: 6/30/2023 Ledger Hi story - Allo cated Summary - Expenditure Ledger Accoun t Number Name Allocated Expended E nding % Var. Group 1: Segment 1: Fu nd Code: 001 - General Fund Gro up 2: Segmen t 2: Department 001-5411-5100-00000 001-5411-5120-00000 001-5411-5141-00000 001-5411-5240-00000 001-5411-5315-00000 001-5411-5400-00000 001-5411-5405-00000 001-5411-5700-00000 001-5411-5701-00000 001-5411-5707-00000 001-5411-5710-00000 001-5411-5730-00000 5411 - Council on Aging Wages - Full Time Wages - P art Time Wages - Longevity R M Office or Equipment Contract Services Supplies Postage Program Expenses Adult Day Care M eetings Mileage Dues/Memberships/Subscriptions 288,457 .00 62,840 .00 3,450.00 2,000.00 990.00 1,800.00 5,400 .00 8,000 .00 10,500.00 500.00 750.00 650 .00 -116,837 .46 -7,373.28 0.00 -488 .13 0.00 -1,86923 -1,611 .79 -3,989.24 -2,680.00 0 .00 -410 .30 -93.40 171,619.54 55,466.72 3,450.00 1,511 .87 990 .00 -69.23 3,788.21 4,010.76 7,820 .00 500.00 339.70 556.60 40.50 11.73 0.00 24.41 0.00 103.85 29.85 49.87 25 .52 0 .00 54.71 14.37 Total Group 2: Segment 2: Department 5411 - Council on Aging 385,337 .00 -135,352,83 249,984.17 35.13 11/17/2022 3:09:14 PM Printed by. n canfe!!a Page 1 of 4 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. 1 Community Preservation Committee Application rev. 10/17/22 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. Applicants should review the Town of Brewster Community Preservation Plan FY23-27 before submitting an application. 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 Sarah Robinson, Vice Chair Citizen Representative RobinsonFinancialSolutions@comcast.net Sharon Marotti, Treasurer Citizen Representative sharonmarotti@gmail.com Elizabeth G. Taylor, Clerk Planning Board egtfarm@gmail.com Roland W. Bassett, Jr., Member Recreation Commission Christine Boucher, Member Brewster Housing Authority cb.bb.boucher@gmail.com Bruce Evans, Member Conservation Commission nanumetbruce@gmail.com Peggy Jablonski, Member Citizen Representative pegjab@gmail.com Paul Ruchinskas, Member Citizen Representative pjruch@comcast.net 2 Community Preservation Committee Application rev. 10/17/22 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: Overall CPA goals listed in Town of Brewster Community Preservation Plan FY23-27 Category specific goals listed in Town of Brewster Community Preservation Plan FY23-27 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 3 Community Preservation Committee Application rev. 10/17/22 APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Date Application Submitted: December 1, 2022 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: C/O Town Administrator’s Office, 2198 Main Street Brewster 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: The Community Preservation Committee and Town Administration have been partners in the funding of the critical position of the Brewster Housing Coordinator. The Housing Coordinator works 30 hours a week and the salary portion of the position has been funded through CPA. The Town supports the Housing Coordinator position with funding of the benefits associated with the position. The Town of Brewster continues to be a leader in the Lower Cape for housing initiatives, through the creation, support, and preservation of housing in our community. Those efforts to create affordable housing, support residents with housing programs and preserve existing affordable housing stock are led by the Housing Coordinator. Category: ☐Open Space ☐Historic Preservation ☐Recreation X Community Housing CPA funding requested $70,580.00 Total Cost of Proposed Project $ 105,000.00 4 Community Preservation Committee Application rev. 10/17/22 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? The creation of the Housing Coordinator position was identified as a key strategy and goal in the 2017 Housing Production Plan (HPP). We are proud that not only was this goal met with the support of the CPC, but an update of the Housing Production Plan was also just completed in 2022 and certified by the State of Massachusetts. The Housing Coordinator led the community outreach and coordination for the update of the HPP. Goals #3 and #4 in the 2022 HPP both speak to the need to build capacity in the housing program. Housing has been identified as a key challenge and building block in the proposed Local Comprehensive Plan (LCP), Select Board Strategic Plan and the CPC 5 Year Plan. The data collected for the 2022 HPP update points toward growing housing costs for both renters and homeowners, unattainable first-time home ownership and that low to moderate income residents are leaving Brewster due to the high cost of housing and the high cost of living. The Housing Coordinator position is the keystone to continuing the critical housing work that has happened in our community since the creation of this position. The Community Preservation Committee has been a important partner in housing initiatives. 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 and the Town of Brewster Community Preservation Plan FY23-27 (refer to the attached general and issue-specific criteria and identify which of these apply to the project). Meets one or more of the Community Housing goals listed in Town of Brewster Community Preservation Plan FY23-27 Funding of the Housing Coordinator position meets all of the Housing Goals in the CPC 5 year plan: 5 Community Preservation Committee Application rev. 10/17/22 Brewster Community Preservation Plan FY23-FY27 22 GOALS 1. Create community housing, including affordable housing, that will address documented local and regional housing needs including, but not limited to, affordable year-round senior housing options, year-round rental housing and housing assistance for low-income families and seniors, and housing for residents with special needs, such as Veterans: Since the creation of the Housing Coordinator position, the town has created 59 new affordable rental units: 30 at Brewster Woods, 27 at Serenity Brewster and 2 homes off Red Top Road. These units are serving a spectrum of income levels, 30 to 80% of the Area Median Income (AMI) and residents. While Serenity serves those 55+, Brewster Woods is a mix of one-, two- and three-bedroom rental units open to all types of households, including 3 units for disabled individuals transitioning to independent living and of the two Habitat homes, one is for a veteran. The Town is also in process of developing 45 units open to all types of households off Millstone Road on town owned land. In addition to creation of new housing, the Town with the assistance of the Housing Coordinator has started a Rental Assistance Program and offers both Childcare Vouchers and Housing Rehabilitation funds through a regional CDBG grant. The Town also has a Covid Relief fund that the Housing Coordinator works on with the COA and Human Resources. 2. Support eligible housing initiatives and ongoing work of the Brewster Affordable Housing Trust to address local housing needs. The Housing Coordinator supports the work of the BAHT; attends every meeting, does research for the Trust in between meetings. The Housing Coordinator worked with the BAHT in developing and awarding an RFP for Community Rental Housing off Millstone Road; helped create BAHT guidelines and a funding application; helps run the BAHT Rental Assistance program; worked with the BAHT and BHP to host a Housing Forum and Fair at the Brewster Ladies Library in October and has assisted the BAHT with the preservation of SHI homes, including the acquisition and rehabilitation of 212 Yankee Drive. 3. Continue to support local capacity to implement housing initiatives, including through the Town’s housing coordinator position. The CPC has been a key partner in the creation of the Housing Coordinator position, the expansion of hours and the continued growth of the Housing Program. 4. Support the preservation of the existing stock of affordable rental and ownership housing. Most of Brewster’s affordable housing units are restricted as affordable in perpetuity, however some units are not restricted in perpetuity. CPA funds can be especially critical to protecting affordable ownership units when needed upon sale through purchase and resale (it is not uncommon for the affordability of ownership units to be compromised upon resale or foreclosure, depending on the terms of the affordability restrictions). In addition, preservation of the Town’s existing affordable housing stock, especially the Housing Authority units, is also an important priority for CPA funds: The CPC provided the Housing Trust with $500,000 in funding to preserve existing units on our SHI. The Housing Trust, with the support of the Housing Coordinator, took possession of 212 Yankee Drive in 2022. We are now actively working on rehabilitating the home and re-sell it to an eligible affordable buyer through a fair marketing process. In addition to 212 Yankee Drive, the Housing Coordinator is actively working the Department of Housing and Community Development (DHCD) on two other homes at risk that are on our SHI. The Housing Coordinator maintains accurate records of the units on our SHI, communicates with owners annually and verifies that are SHI is accurate through DHCD on an annual basis. The Housing Coordinator keeps a file on all units on the SHI, handles re-sales and requests and takes every opportunity to update homes to the new universal deed rider that ensures affordability in perpetuity. The Housing Coordinator actively works with the Brewster Housing Authority on an ongoing basis. 6 Community Preservation Committee Application rev. 10/17/22 5. Continue to support the Brewster Buy Down Program to assist eligible first-time homebuyers. The Town of Brewster, through Community Preservation Funds, provides up to $30,000 of grant assistance for eligible buyers purchasing a home in Brewster. The program, contingent on existing funds, is available to households qualifying at 80% AMI (Area Median Income) who agree to place a permanent affordable housing deed restriction on the home. The grant assistance is provided as an interest free loan which is forgivable after 30 years. The Housing Coordinator oversees the Brewster Buy Down program. She updated all of the application documents and handles inquiries and applications. She also communicates with the CPC when a Buy Down application is submitted and with the Treasurer Collector when funding is approved. The future of the Buy Down program is an important area of discussion. Increase the supply of year-round affordable rental housing for all types of households, such as young singles and couples, families, and seniors: Since the creation of the Housing Coordinator position, the town has created 57 new affordable rental units: 30 at Brewster Woods and 27 at Serenity Brewster. These units are serving a spectrum of income levels, 30 to 80% of the Area Median Income (AMI). While Serenity serves those 55+, Brewster Woods is a mix of one-, two- and three-bedroom rental units open to all types of households. The Town is also in process of developing 45 units open to all types of households off Millstone Road on town owned land. Build support for addressing housing needs through partnerships with conservation groups and non-profit and for-profit developers. The Town of Brewster, through the work of the Housing Coordinator, included both Conservation Groups and Non-Profit and for-Profit Developer in key stakeholder groups that were interviewed for the update of the HPP. Development of the Millstone Road rental housing was awarded through an RFP process to a non-profit developer team, POAH and HAC. We also received one response from a for-profit developer. The Housing Coordinator continues to collaborate with key stakeholders, including the Brewster Conservation Trust. Our hope is to find a project that the Town and BCT can work on together that would incorporate both open space and housing, such as the CCSC pond parcel. Create housing that is affordable and appropriate for very low-income seniors and people with disabilities. The Housing Coordinator, working with Town Administration and Elevation Financial, created 132 new units of rental housing for those who are 55+ of which 27 are deed restricted affordable. Brewster Woods, 30 units of rental housing, includes (3) units which are specifically designated for those with disabilities, transitioning to independent living. In addition, the Town through the work of the housing program has become the lead community for CDBG regional grant which include funding for housing rehabilitation. Many of the residents who have applied for this funding are older adults, living alone who are trying to stay in their home, but do not have the means to make critical repairs. 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 CPC provided the Housing Trust with $500,000 in funding to preserve existing units on our SHI. The Housing Trust, with the support of the Housing Coordinator, took 7 Community Preservation Committee Application rev. 10/17/22 possession of 212 Yankee Drive in 2022. We are now actively working on rehabilitating the home and re-sell it to an eligible affordable buyer through a fair marketing process. In addition to 212 Yankee Drive, the Housing Coordinator is actively working the Department of Housing and Community Development (DHCD) on two other homes at risk that are on our SHI. The Housing Coordinator maintains accurate records of the units on our SHI, communicates with owners annually and verifies that are SHI is accurate through DHCD on an annual basis. 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: This is an ongoing work in progress. The Town with the assistance of the Housing Coordinator, created a new ADU/ACDU bylaw. The Housing Coordinator has been tracking the number and types of units created since the bylaw passed. The Housing Coordinator working with the Town Planner and the Housing Partnership will look at a revision to the ADU/ACDU bylaw to promote more units being produced. The intent of the housing program and outlined in the updated 2022 HPP is to review Brewster zoning with a focus on housing and to create more housing, particularly in or around commercial areas. This work will take place in the next 5 years after the proposed LCP is passed. Additionally, the Housing Coordinator outreaches to the Chamber of Commerce and local businesses about housing initiatives and needs. Provide at least 10% of Brewster’s year-round housing units as affordable housing in order to meet local and regional needs. Since the hiring of the Housing Coordinator position, the Town’s SHI has increased from 5.31% to 6.18%. When the 30 Brewster Woods units are added, the Town will be over 6.5%. If the Millstone Community Housing receives their comprehensive permit in 2023, the up to 45 units will also be added and the Town will be over 7%. We have twice received certification of our housing production plan in this 5-year period and received Safe Harbor status twice. Ensure long term affordability. The Housing Coordinator keeps a file on all units on the SHI, handles re-sales and requests and takes every opportunity to update homes to the new universal deed rider that ensures affordability in perpetuity. Commit to a resident selection process that promotes diversity and does not include a local preference. There have been (3) affordable projects that required local decision making regarding local preference in the last few years. Brewster Woods has a 70% Local Preference- that decision was made through the Brewster Housing Authority (BHA) who issued the RFP for the BHA land. For Serenity Brewster, the Housing Coordinator and Administration advocated for a 50% Local Preference since the Town did not put any municipal funds into that project. For Red Top Road, 2 homes to be built this coming year, the Town gave up local preference in favor of a Veteran’s preference. In all of these situations, the Housing Coordinator has analyzed lottery data from Brewster and surrounding towns and worked to broaden education about local preference and what it means to the town. Ensuring fair housing is a tenet and key stone of the Brewster Housing Program. 8 Community Preservation Committee Application rev. 10/17/22 4.Community Benefits: What are the community benefits of the project? In addition to assisting with the creation, support and rehabilitation of housing in Brewster, the Housing Coordinator holds weekly office hours and is available to the public for housing questions and concerns. As you can see from the enclosed housing coordinator reports, the number of requests for assistance is significant. The Housing Coordinator, working with the Housing Trust and Housing Partnership, sponsored a Housing Forum and Fair in October at the Brewster Ladies Library for the community; a flyer is included. 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 Brewster Select Board and the Brewster Affordable Housing Trust. 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? The funding request is for FY24, July 1, 2023 through June 30, 2024. 7.Credentials: What are the qualifications and relevant experience of those undertaking the project? The Housing Department is located in the Town Planning Department and overseen jointly by Town Planner, Jon Idman and Assistant Town Administrator, Donna Kalinick. The Housing Coordinator collaborates closely with Jon and Donna as well as the many other Department Heads who are involved in Housing, including the COA Director, Building Commissioner, Health Director, DPW Superintendent, Police and Fire Chief. 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. The Funding for this position is shared between CPA-salary and the Town budget-benefits. The Housing Program has created a draft five-year financial forecast that looks at all expenditures across the housing program for the next five years which includes the possible addition of a part time housing program assistant as 9 Community Preservation Committee Application rev. 10/17/22 the housing program has grown. This new part time position is proposed to be funded by the Brewster Affordable Housing Trust. There are many town departments who need additional staff in the next few years, particularly with the addition of the Cape Cod Sea Camps. Funding the Housing Coordinator is a CPA eligible expense and is supported in many communities across the State. The position is part of the Personnel Bylaw employees of the Town. The salary rate and benefits are calculated on an annual basis by the Finance Team which is made up of the Town Administrator, Assistant Town Administrator, Finance Director, Treasurer/Collector and Deputy Assessor. A link to the Towns’ FY23 budget documents is here: https://stories.opengov.com/brewsterma/published/vNFj7_V0i. Additionally, the Finance Director works directly with the CPC committee on monthly financial reporting; the Assistant Town Administrator oversees the Housing Coordinator’s payroll and bills associated with the Housing Program. 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. 10 Community Preservation Committee Application rev. 10/17/22 Town of Brewster Community Preservation Committee CATEGORY SPECIFIC CRITERIA (Identify which of the following criteria apply to your project.) Open Space Proposals Meets one or more of the Open Space goals listed in Town of Brewster Community Preservation Plan FY23-27 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. Meets one or more of the Historical Preservation goals listed in Town of Brewster Community Preservation Plan FY23-27 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 X Meets one or more of the Community Housing goals listed in Town of Brewster Community Preservation Plan FY23-27 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. 11 Community Preservation Committee Application rev. 10/17/22 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. Recreation Proposals Meets one or more of the Recreation goals listed in Town of Brewster Community Preservation Plan FY23-27 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.) 12 Community Preservation Committee Application rev. 10/17/22 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 13 Community Preservation Committee Application rev. 10/17/22 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. 4'944 O ,eo 4irs, • I#!� a le November 7, 2022 Town of Brewster Ms. Faythe Ellis, Chair Community Preservation Committee Brewster Town Hall 2198 Main Street Brewster, MA. 02631 Chair Ellis, 2198 Main Street Brewster, MA 026314898 Phone: (508) 896-3701 Fax: (508) 896-8089 Office of: Select Board Town Administrator The Brewster Select Board continues to prioritize housing as an important goal in our Strategic Planning process. Due to the efforts of the Housing Coordinator, in the last year, the Town and the State approved an update to our Housing Production Plan. The Housing Program also submitted and received approval for a Local Action Unit application in conjunction with Serenity Brewster, adding 27 affordable rental units to our Subsidized Housing Inventory (SHI) and executed an approved Regulatory Agreement for two new Habitat Homes. In addition, we awarded a contract for the development of Community Housing off Millstone Road and became the lead community for the regional Community Development Grant Block funding. All these accomplishments are directly tied to the efforts of the Brewster Housing Coordinator. The CPC has been a key partner in the creation, acquisition, support, and preservation of community housing, through the funding of the Housing Coordinator position. We hope that the Community Preservation Committee and our residents will continue to financially support the vital position of Brewster's Housing Coordinator, The Board and Town Administration have matched that commitment by funding the benefits portion of the position through the town budget. With the adoption of the updated Housing Production Plan, we have a great deal of critical work ahead of us. The need for housing that is affordable, sustainable, and safe is significant in our community. Together, we can continue the good work that benefits the economic and social well-being of the Brewster community. Thank you for all you and your committee do for the Town of Brewster. Dave Whitney, Chair Brewster Select Board _; Ill} ., it 44j,; IItIIIIIIIN\140 .,,krio e W e ri � r�i* .0 i" l* 4'18 November 3, 2022 Town of Brewster Ms. Faythe Ellis, Chair Community Preservation Committee Brewster Town Hall 2198 Main Street Brewster, MA. 02631 Dear Chair Ellis: 2198 Main Street Brewster, MA 02631-1898 Phone: (508) 896-3701 Fax: (508) 896-8089 Office of: Select Board Town Administrator Housing Trust The Brewster Affordable Housing Trust (BAHT) voted unanimously to request the CPC to continue Community Preservation funding for the Housing Coordinator position. In the past year, the Brewster Affordable Housing Trust with the help of the Housing Coordinator has issued a Request for Proposals for our Millstone Road Community Housing Parcel and recommended award to the Select Board of a developer. The Housing Coordinator has also guided the Trust in creating BAHT guidelines and an application for funding. The Housing Coordinator continues to move us forward on the work to preserve homes on our Subsidized Housing Inventory (SHI) with Community Preservation (CPC) funds. The BAHT now has custody and oversight of the rehabilitation and re -sale to an affordable buyer of 212 Yankee Drive. The Trust relies on and needs the expertise and guidance of the Housing Coordinator in both Trust led and other town housing initiatives. The work that was accomplished in the past year including an update to our Housing Production Plan has been laudable. As we move forward, the updated Housing Production. Plan will serve as a guidebook for our housing program in Brewster. The Housing Coordinator also plays a key role in providing hands on housing support to our residents from whom we have seen an increase in need. We hope that the Community Preservation Committee will continue to financially support the vital position of Brewster's Housing Coordinator. We look forward to our continued partnership with the CPC to discuss how we can all work best together to further our collective housing goals. Thank you for all you and your committee do for the Town of Brewster. Tim Hackert, Chair Brewster Housing Trust August 15, 2022 Mr. David Whitney Chair, Brewster Select Board 2198 Main St. Brewster, MA 02631 RE: Housing Production Plan - Approved Dear Mr. Whitney: The Department of Housing and Community Development (DHCD) approves the Brewster Housing Production Plan (HPP) pursuant to 760 CMR 56.03(4). The effective date for the HPP is August 12, 2022, the date that DHCD received a complete plan submission. The HPP has a five-year term and will expire on August 11, 2027. Approval of your HPP allows the Town to request DHCD’s Certification of Municipal Compliance when: •Housing units affordable to low- and moderate-income households have been produced during one calendar year, during the unit’s initial year of eligibility totaling at least 0.5% (24 units) of year-round housing units. •All units produced are eligible to be counted on the Subsidized Housing Inventory (SHI). If you have questions about eligibility for the SHI, please visit our website at: www.mass.gov/dhcd. •All units have been produced in accordance with the approved HPP and DHCD’s Guidelines. I applaud your efforts to plan for the housing needs of Brewster. Please contact Phillip DeMartino, Technical Assistance Coordinator, at (617) 573-1357 or Phillip.DeMartino@mass.gov if you need assistance as you implement your HPP. Sincerely, Louis Martin Director, Division of Community Services cc: Senator Julian Cyr Representative Timothy R. Whelan Donna Kalinick, Assistant Town Administrator, Town of Brewster Jill Scalise, Housing Coordinator, Town of Brewster Judi Barrett, Planning Director, Barrett Planning Group LLC Alexis Lanzillotta, Project Manager, Barrett Planning Group LLC Commonwealth of Massachusetts DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT Charles D. Baker, Governor  Karyn Polito, Lieutenant Governor  Jennifer D. Maddox, Undersecretary July 26, 2022 Mr. David Whitney Chair, Brewster Select Board 2198 Main St. Brewster, MA 02631 Housing Production Plan – Certification Approved Dear Mr. Whitney: The Department of Housing and Community Development (DHCD) has reviewed the Town of Brewster’s June 30, 2022 request for certification of compliance with its Housing Production Plan (HPP). In order for a municipality to be certified the following needs to occur: • Housing units affordable to low- and moderate-income households and eligible for inclusion on the Subsidized Housing Inventory (SHI) have been produced during one calendar year, the same year for which certification is requested during the initial year of SHI eligibility. • Units must total at least 0.5% (24) units for Brewster of year-round housing units for a one-year of certification. A total of 1% of year-round housing units (48) units for Brewster are needed for a two-year certification. • The municipality must have a valid Housing Production Plan (HPP) at the time the units became initially eligible for the SHI. • The units were produced and are eligible in accordance with the approved HPP and DHCD’s c. 40B Guidelines.1 DHCD makes the following findings: 1. The project for which certification is requested is Serenity Apartments at 873 Harwich Road, Brewster (SHI ID #10691). The project’s Local Action Units application was approved by DHCD on May 16, 2022. 2. The project consists of 27 SHI-eligible units, which constitute enough units for a one-year certification period (24 units). 3. The municipality had a valid Housing Production Plan (HPP) at the time the units became initially eligible for the SHI. 4. The housing development is consistent with the production goals outlined in Brewster’s HPP. This certification is effective for a one-year period from May 16, 2022 to May 15, 2023. Please note that all units must retain eligibility for the SHI for the entire certification period. If units are no longer eligible for inclusion on the SHI, they will be removed and will no longer be eligible for certification. This action may affect the term of your certification. 1 https://www.mass.gov/files/documents/2017/10/10/guidecomprehensivepermit.pdf Commonwealth of Massachusetts DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT Charles D. Baker, Governor  Karyn E. Polito, Lt. Governor  Jennifer D. Maddox, Undersecretary 100 Cambridge Street, Suite 300 www.mass.gov/dhcd Boston, Massachusetts 02114 617.573.1100 2 I have included an updated list of SHI eligible units. Brewster’s current SHI stands at 6.18%. If you have any questions or need assistance, please contact Phillip DeMartino, Technical Assistance Coordinator, at (617) 573-1357 or Phillip.DeMartino@mass.gov. Sincerely, Louis Martin Director, Division of Community Services, DHCD cc: Senator Julian Cyr Representative Timothy R. Whelan Peter Lombardi, Town Administrator, Town of Brewster Donna Kalinick, Assistant Town Administrator, Town of Brewster Jill Scalise, Housing Coordinator, Town of Brewster Commonwealth of Massachusetts DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT Charles D. Baker, Governor ♦ Karyn E. Polito, Lt. Govemor ♦ Jennifer Maddox, Acting Undersecretary May 16, 2022 Cynthia Bingham, Chair Brewster Select Board 2198 Main Street, Brewster RE: Local Initiative Program LAU Approval — Serenity, Brewster Dear Chairwoman Bingham: We are pleased to inforrn you that the town's Local Action Units application has been approved for 27 affordable rental units in a development that consists of 132 total rental units located at Harwich Road in Brewster. The Local Initiative Program staff has reviewed your application and determined that: 1. The units will serve households with incomes at or below 80% of the area median income. 2. The Town has taken action to aid in the development of the units. 3. The affordable units will be restricted, ensuring they will remain affordable in perpetuity. 4. The units will be subject to an affirmative and fair marketing plan. The Department of Housing and Community Development has received documentation supporting these findings. The Town will be responsible for monitoring the units on a yearly basis to certify their compliance with all income and occupancy restrictions as outlined in the LIP LAU Regulatory Agreement for Rental Projects. Please refer to the enclosed instructions describing the documentation that must be submitted by your community to DHCD for these units to be added to the Subsidized Housing Inventory (SRO, Again, we congratulate you on your efforts to bring affordable housing to Brewster. If you have any questions please feel free to contact Rieko Hayashi at (617) 573-1426. We look forward to working with you in the future, Sincerely, Catherine Rlacer Director cc: Peter Lombardi, Town Administrator Donna Kalinick, Assistant Town Administrator Jill Scalise, Housing Coordinator 100 Cambridge Street, Suite 300 www.mass.gov/dhcd Boston, Massachusetts 02114 617.573.1100 Commonwealth of Massachusetts DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT Charles D. Baker, Governor • Karyn E Polito, Lt. Governor • Jennifer D. Maddox, Acting Undersecretary Request LIP Local Action Units (LAU) be Added to the Subsidized Housing Inventory (SHI) To request that new eligible units be added to the inventory, please submit • a copy of the LAU approval letter, including information on the total number of units in the development • the zoning approval decision (under chapter 40A) if applicable • copies of building and occupancy permits. Please note that building permits are permits to construct units for SHI purposes; foundation permits are not to be included as building permits. When building or occupancy permits do not apply because it is an existing property or unit, please submit documentation that an income eligible household resides in the unit — (e.g., copy of the first page of recorded deed rider or signed lease showing tenant name and unit address). If a zoning approval decision has been issued more than 12 months ago and building permits have not been issued, Local Action units are no longer counted on the SHI until such time as building permits are issued. Therefore, please provide a listing of issued building permit numbers and corresponding unit numbers and addresses to ensure or restore inclusion of units on the SHI. Pursuant to the regulations at 760 CMR 56.03(2)(c), if more than 18 months elapse between issuance of the building permits and issuance of the certificate of occupancy, the units will become ineligible for the SHI until the date that the certificate of occupancy is issued. Complete information and required documentation must be submitted to ensure units will be newly added. Please send the information to: DHCD Office of the Chief Counsel 100 Cambridge St., Suite 300 Boston, MA 02114 Attention: Subsidized Housing Inventory. 100 Cambridge Street, Suite 300 www.mass.gov/dhcd Boston, Massachusetts 02114 617.573.1100 DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT CH40B SUBSIDIZED HOUSING INVENTORY Total SHI Units Affordability ExpiresProject Name Address Type Built w/ Comp. Permit? Subsidizing Agency Brewster DHCD ID # DHCDn/a Frederick Court 32 NoPerpRental409 DHCDHuckleberry Lane Huckleberry Lane 12 NoPerpRental410 DHCDHuckleberry Lane Huckleberry Lane 12 NoPerpRental411 DHCDBelmont Park Belmont Park Drive 20 YesPerpOwnership412 FHLBBGreat Fields Affordable Housing Great Fields Road 2 NoPerpOwnership413 MassHousingKing's Landing Underpass Road 108 No2033*Rental416 DHCDYankee Village Signal Hill Circle 12 Yes2045Ownership417 HUDFrederick Court expansion Wells Court 24 YesperpRental3746 FHLBBYankee Drive II Yankee Drive 3 Yes2102Ownership3747 HUDEagle Point 151 Turning Mill Rd 3 No2040*Rental3748 DDSDDS Group Homes Confidential 12 NoN/ARental4223 Habitat for Humanity James Burr Road 4 YESperpOwnership8806 HUD DHCDTubman Road/Hush Way Tubman Road, Hush Way 14 NOPerpOwnership10007 DHCDBrewster Landing Sachemus Path 7 YESPerpOwnership10217 DHCDBrewster Woods 141 Brewster Road 0 YESPerpRental10247 MassHousingWhite Rock 157 & 0 South Orleans Rd (Route 39)3 YESPerpOwnership10447 DHCDSerenity Apartments at Brewster 873 Harwich Road 27 NOPerpRental10691 DHCDRed Top Road Red Top Road 2 YESPerpOwnership10692 Brewster Page 1 of 2 This data is derived from information provided to the Department of Housing and Community Development (DHCD) by individual communities and is subject to change as new information is obtained and use restrictions expire. 7/20/2022 DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT CH40B SUBSIDIZED HOUSING INVENTORY Total SHI Units Affordability ExpiresProject Name Address Type Built w/ Comp. Permit? Subsidizing Agency Brewster DHCD ID # Brewster 4,803Totals 6.18%Percent Subsidized 297 Census 2010 Year Round Housing Units Brewster Page 2 of 2 This data is derived from information provided to the Department of Housing and Community Development (DHCD) by individual communities and is subject to change as new information is obtained and use restrictions expire. 7/20/2022 The Housing Partnership invites you to a presentation of the draft Housing Production Plan on June 16,2022 (Thursday)at 6:00pm. The meeting will be held virtually as a Zoom webinar and will include a presentation of the plan’s key findings,goals,and strategies.The webinar will conclude with a Q&A session and an overview of next project steps. You can join this webinar by visiting the Town’s online calendar for Zoom information, scanning the QR code below,or visiting: tinyurl.com/BrewsterHousingWebinar To join by phone,call (929)436-2866 or (301) 715-8592,and enter Zoom Webinar ID 853 9402 2099,passcode 301097.Please press *9 to request to speak. Questions about the Housing Production Plan? Contact either Jill Scalise, Housing Coordinator, at 508-896-3701 x1169, or jscalise@brewster-ma.gov, or Donna Kalinick, Assistant Town Administrator, at 508-896-3701 x1130, or dkalinick@brewster-ma.gov. PRESENTATION OF DRAFT HOUSING PRODUCTION PLAN Scan here to join the webinar! Town of Brewster Housing Production Plan 2022-2027 APPROACH TO IMPLEMENTATION The table below outlines the potential responsible parties for each strategy, as well as possible time frames for select strategies. The final two columns on the right indicate whether the strategy follows a recommendation from the 2017 Housing Production Plan, and whether the strategy is connected to DHCD guidelines for Housing Production Plans (as outlined in Table 23 of this HPP). Implementation Table Implementation Strategies POTENTIAL Responsible Entities POTENTIAL Time Frame TBD Follow-up to 2017 HPP Strategy # Meets DHCD Guidelines for HPP Strategies Lead Support Regulatory Reform #1 Reevaluate the existing ADU and ACDU bylaws and other references to accessory apartments; explore amendments to streamline these provisions and improve their efficacy. Planning Building BHP HC SB Early (discussed) #1 ✓ #2 Amend zoning to clearly allow mixed uses that include housing in business-zoned areas. Planning BHP, SB HC, TA TBD #2 ✓ #3 Reevaluate the existing multifamily dwelling bylaw (Section 179-34) and consider changes and other regulatory measures to facilitate multi-unit residential development. Planning HC, TA SB TBD #5 ✓ #4 Explore measures to require or encourage the inclusion of affordable units in residential development over a certain number of units. Planning HC, TA SB TBD #4 ✓ #5 Allow and incentivize the adaptive reuse of existing buildings for the creation of affordable and mixed income housing. Planning Building TA, SB HC ZBA TBD #6 ✓ #6 Utilizing the findings of the ongoing Integrated Water Resource Management Plan, continue to identify appropriate wastewater treatment systems to enable the creation of denser housing development that can support the inclusion of affordable units. Interdepartmental: Health TA, SB, Planning Natural Resources HC TBD -- Town of Brewster Housing Production Plan 2022-2027 2 Implementation Table Implementation Strategies POTENTIAL Responsible Entities POTENTIAL Time Frame TBD Follow-up to 2017 HPP Strategy # Meets DHCD Guidelines for HPP Strategies Lead Support Funding & Assets #7 Continue to work with nearby communities on the Cape by pooling CPA funds and other resources to construct affordable housing in suitable locations throughout the region and meet regional housing needs. CPC TA HC SB BHP BAHT Ongoing #9 ✓ #8 Develop a five-year financial plan for the BAHT and determine whether additional funding streams should be explored. BAHT & Finance (FT) Team & SB HC CPC First (In process) #7 & #8 #9 Based upon the BAHT five-year financial plan, explore other funding opportunities to support housing initiatives at a range of income levels. BAHT, CPC, FT, SB, TA & HC After #8 #7 #10 Explore local property tax incentives for the creation of affordable housing, such as offering a reduction of property taxes to an owner renting an affordable unit. SB TA Finance Assessor HC BAHT TBD #8 #11 Develop criteria for assessing a property’s suitability for the creation of affordable and attainable housing. Planning HC BAHT Building Health Cons Comm, Open Space TA, SB First #15 ✓ #12 Inventory existing Town-owned land using the criteria developed to determine suitability for housing; develop and issue an RFP for the development of affordable and attainable housing on properties identified as suitable for housing development. Planning HC TA BAHT Cons Comm Assessor SB Open Space After #11 #15 ✓ #13 If deemed necessary based upon the findings of the Town- owned land inventory, develop and issue an RFP for the acquisition of privately held land for the creation of affordable and attainable housing. BAHT TA HC Planning SB After #12 -- ✓ 3 Town of Brewster Housing Production Plan 2022-2027 Implementation Table Implementation Strategies POTENTIAL Responsible Entities POTENTIAL Time Frame TBD Follow-up to 2017 HPP Strategy # Meets DHCD Guidelines for HPP Strategies Lead Support Education & Advocacy #14 Develop a collaborative housing education plan that connects to the Town’s Local Comprehensive Plan (LCP). BAHT BHP HC Vision BHA COA Early (In process) #13 & #16 #15 Continue to ensure regular participation by staff and members of Town bodies in available trainings on housing-related issues including fair housing, local and regional housing needs, comprehensive permit administration, and other relevant topics. HC BAHT BHP Planning CPC ZBA SB Finance Ongoing #13 Local Policy & Planning Strategies #16 Continue to make good use of 40B, including the Local Initiative Program (LIP), as a vehicle for creating affordable housing. BHP BAHT HC, TA SB ZBA CPC Ongoing (Brewster Woods, Habitat) #14 ✓ #17 Encourage public/private partnerships to facilitate the collaborative production of affordable housing to meet a range of community needs. BAHT BHP HC TA SB Planning CPC TBD -- ✓ #18 Continue to monitor the impacts of short-term rentals on the availability of year-round rental units; review and consider changes to local policies accordingly. SB Finance TA BAHT HC Ongoing -- #19 Increase housing staff capacity to ensure continued and consistent collaboration with the Building, Conservation, Health, and Planning Departments. TA Finance HC Interdepartmental: Building Planning TBD #12 Town of Brewster Housing Production Plan 2022-2027 4 Implementation Table Implementation Strategies POTENTIAL Responsible Entities POTENTIAL Time Frame TBD Follow-up to 2017 HPP Strategy # Meets DHCD Guidelines for HPP Strategies Lead Support Community Resources & Local Support #20 Continue the CDBG-funded housing rehabilitation program to enable income-eligible homeowners to make critical home repairs. HC TA Finance Building SB Ongoing -- #21 Evaluate current CPC-funded housing initiatives and consider adjusting to meet current needs. BAHT CPC, SB HC BHP Early/ Ongoing (Discussed) -- #22 Explore other opportunities for direct support for eligible households, including partnerships with local non-profits and housing assistance providers. HC BHP BAHT COA CPC BHA TBD -- Notations: BAHT- Brewster Affordable Housing Trust FT- Finance Team BHA- Brewster Housing Authority HC- Housing Coordinator BHP- Brewster Housing Partnership SB- Select Board COA- Council on Aging TA- Town Administration CPC- Community Preservation Committee ZBA- Zoning Board of Appeals Cons Comm- Conservation Committee Affordable Home Rental Lottery Serenity Apartments at Brewster Age 55 and older community Income and Asset Limits apply 80% AMI Information Session Zoom Call on Wednesday, May 11th, 2022 at 5:30PM Registration Required Visit www.HAConCapeCod.org/Lotteries to Register Application Deadline Applications must be submitted by 5PM on July 1st, 2022. Applications must be complete with required documentation. Paper applications can be returned at Housing Assistance Corporation; 460 West Main Street, Hyannis, MA 02601. CCRE@haconcapecod.org ; 508- 771-5400 EXT 284 Where to find the Application Brewster Town Hall Brewster Ladies Library ·www.haconcapecod.org/lotteries ·HAC Office Available Units and Rent (including utilities) Units will be awarded by Management Company based on availability and/or waiting list post lottery BREWSTER WOODS Brewster, MA 29 new affordable rental homes for families Affordable and Voucher Programs One, Two, and Three-Bedroom Apartments in a BRAND NEW modern community! Anticipated Move-In Date: Fall 2022 Off-street parking, central laundry, tenant storage, on-site management & 24-hour emergency maintenance! LOTTERY APPLICATION DEADLINE: July 1, 2022 Applicants for all units will be chosen through a lottery which will be held within 30 days of the deadline. Attend our Informational Meeting Zoom Call Wednesday May 18th www.HAConCapeCod.org/Lotteries to Register TO REQUEST AN APPLICATION Email: CCRE@haconcapecod.org Application available for download at www.haconcapecod.org/lotteries Call: 508‐771‐5400 EXT 284 Visit: Housing Assistance Corporation 460 W Main St, Hyannis, MA 02601 508-771-5400; TTY on all lines Also available at the Brewster Town Hall and Brewster Ladies Library Applications must be fully completed and received or postmarked by July 1, 2022 Mail completed applications to: Housing Assistance Corporation c/o Brewster Woods 460 W Main St, Hyannis, MA 02601 Or scan and email to: CCRE@haconcapecod.org MONTHLY RENT Size Planned Monthly Rent (non Section 8 PBV / 811) 1 Bedroom 60%: $1,094 2 Bedroom 60%: $1,312 INCOME LIMITS - Maximum Gross Income Household Size (# of people) 30% AMI—Project Based Section 8 (7 units) 60% AMI—Tax Credit (19 units) 1 n/a $40,860 2 $23,340 $46,680 3 $26,250 $52,500 4 $29,160 $58,320 5 $31,500 n/a 6 $33,840 n/a Minimum Gross Annual Income Limits Based on Bedroom Size (for apart- ments without Section 8 PBV) unless tenant has a voucher: Size Minimum (60%) 1 Bedroom $31,179 2 Bedroom $37,392 Applicants below min. income but with sufficient assets to cover rent are encouraged to apply. There are 7 units with Section 8 PBV Project Based Subsidies. Submit an application to the lottery for consideration for these units. Rent for Section 8 PBV will be 30% of household adjusted gross income. Preference to homeless applicants. Rent includes heating, cooling, water, sewer, electric Unit Mix 1BR 2BR 3BR Section 811* 3 PBV—30% AMI 4 3 60% AMI 5 14 Total 8 18 3 *Section 811 not part of the lottery process Commonwealth of Massachusetts DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT Charles D. Baker, Governor • Karyn E. Polito, Lt. Governor • Jennifer D. Maddox, Undersecretary January 18, 2022 Ms. Cynthia Bingham Chair, Board of Selectman 2198 Main Street Brewster, MA 0263 Dear Ms. Bingham: On behalf of Governor Charles D. Baker and Lt. Governor Karyn E. Polito, I am pleased to award the Town of Brewster an FFY 2021 Community Development Fund grant in the amount of up to $1,300,000 from the Massachusetts Community Development Block Grant (CDBG) Program. Congratulations on being one of the successful applicants. This award is contingent upon the execution of a CDBG grant contract between the Department of Housing and Community Development (DHCD) and the U.S. Department of Housing and Urban Development, as well as on the Town of Brewster's execution of a grant contract with DHCD and the satisfaction of its special conditions and requirements. We will send your grant contract to the contact person identified in your application. The Town of Brewster may incur pre -agreement costs for administrative and other start-up costs not subject to 24CFR Part 58, Environmental Review, as of January 1, 2022. All grantees will be provided guidance regarding grant administration and contract requirements. This will help ensure that all grantees understand their contractual and regulatory obligations before proceeding with activities for which DHCD has authorized grant funding. If you have any questions concerning this award, please contact Patricia Roushanaei, Acting Community Development Manager, Division of Community Services, at Patricia.Roushanaei@mass.gov. Congratulations once again. I look forward to working with you to address the Town of Brewster's community development needs. Sincerely, 9 191 Jennifer D. Maddox Undersecretary, DHCD cc: Please see attached list for those receiving copies of this letter 100 Cambridge Street, Suite 300 www.mass.gov/dhcd Boston, Massachusetts 02114 617.573.1100 Thursday, October 27 from 5-6:30 PM Brewster Ladies Library, Rt. 6A, Brewster All Are Welcome Community Housing Forum with Information on Brewster's newly approved Housing Production Plan Sponsored by the Brewster Affordable Housing Trust & Housing Partnership Housing Resource Fair Meet with outreach workers from various housing agencies that will have both information on available housing help and who can guide you through the application process. Participating agencies include: • Brewster Housing Authority • Housing Assistance Corporation with information on Rental Assistance and ADUs • The Resource Inc. (TRI) CDBG with info on Housing Rehab and Child Care Assistance • Cape Housing & ADU Resource Center - Homeless Prevention Council and Community Development Partnership • Cape Light Compact • Information on the Brewster Affordable Home Buy Down Program • WeCan • Lower Cape Outreach Council • Brewster Housing Partnership and Council on Aging • Brewster Affordable Housing Trust with Trust Guidelines Brewster Housing Coordinator Update August 2022 Jill Scalise Ongoing Activities/ Projects 1. Community Outreach and Education (Housing Production Plan (HPP) Strategy #14)  Responded to email and phone requests for information and assistance, 68 total requests for housing information (38) or assistance (30). 2. Brewster Affordable Housing Trust (BAHT) (HPP assorted strategies, Select Board (SB) Strategic Plan H-1)  Trust met & addressed items throughout update.  Worked on the Housing Trust Guidelines, draft sent to legal counsel for review.  Working with the Housing Partnership, a Community Housing Forum is scheduled for Thursday October 27th 5-6:30PM at Brewster Ladies Library. 3. Community Housing Parcel off Millstone (SB Strategic Plan H-4, HPP Strategies #12 & 16)  The Select Board approved and executed a Land Disposition Agreement for the Millstone parcel with Preservation of Affordable Housing (POAH) & Housing Assistance Corporation (HAC).  The Select Board also sent a letter of support for POAH & HAC’s Millstone Community Rental Housing Project Eligibility Application for the Low-Income Housing Tax Credit program. 4. Redevelop Existing Properties for Affordable Housing (HPP Strategy #5)  Serenity at Brewster (55+ rental housing, 27 affordable units): Tours were available and the Town and DHCD were thanked for their efforts during a well-attended grand opening ceremony. Leasing began for both market rate and affordable units.  Had an informative tour of housing on the Bay Parcel by Ed Barber and presented to the Bay Parcel Committee Meeting about the Town Housing Plan as well as a preliminary exploration of potential housing uses on the Bay Parcel. 5. Comprehensive Permit Projects (HPP Strategy #16)  Brewster Woods (30 affordable rental units): Affordable housing lottery was held August 2nd with 125 eligible applications from a total pool of 241 households. Construction delays continue.  Habitat for Humanity Red Top Road (2 affordable homes): Regulatory Agreement sent to legal counsel. 6. Preservation of Housing and Related Support of Brewster Residents (SB H-3, HPP Strategy #20)  Regional Community Development Block Grant (CDBG) Program continues. Website announcement about housing rehab and childcare funding. 7. Subsidized Housing Inventory (SHI) (HPP Strategy #21 & 22)  Buy-down award of $30,000 to assist with the affordable resale purchase of 50 James Burr Road.  Began work on 212 Yankee Drive RFQ to preserve the property, restore to use, and resell to an eligible homebuyer. Legal counsel guidance. Site visit with James Jones from DPW & Donna Kalinick.  Gave tour of Brewster affordable housing to Rieko Hayashi from DHCD.  Continued coordinated follow-up on several SHI homes of concern. 8. Housing Production Plan (HPP) (Select Board Strategic Plan Goal H-2)  With one small clarification, 2022 HPP was approved by DHCD. 9.Collaboration (HPP Strategy #7)  Attended HOME Consortium meeting and One Cape Summit and participated in a focus group for regional housing market study update. Upcoming Activities/ Highlights  Community Housing Forum will be held Thursday October 27th 5-6:30PM at Brewster Ladies Library. Personnel  Participated in Bay Parcel, Housing Partnership & Housing Trust meetings. Attended community outreach task force and ARPA information session. Also worked with: Assessor’s, Building, Council on Aging, Fire, Health, Natural Resources, Planning, Public Works, and Town Administration. Brewster Housing Coordinator Update September 2022 Jill Scalise Ongoing Activities/ Projects 1.Community Outreach and Education (Housing Production Plan (HPP) Strategy #14) Responded to email and phone requests for information and assistance, 55 total requests for housing information (33) or assistance (22). Reviewed and worked on housing pages for new Town website. Met with representatives from the Housing Partnership & Trust to plan a Community Housing Forum for Thursday October 27th 5-6:30PM at Brewster Ladies Library. Outreach to local organizations to participate. 2.Brewster Affordable Housing Trust (BAHT) (HPP assorted strategies, Select Board (SB) Strategic Plan H-1) Trust met & addressed items throughout update. Housing Trust Guidelines approved. 3.Community Housing Parcel off Millstone (SB Strategic Plan H-4, HPP Strategies #12 & 16) Preservation of Affordable Housing (POAH) & Housing Assistance Corporation (HAC) received a Project Eligibility Letter (PEL) from the Department of Housing & Community Development (DHCD) for the Low Income Housing Tax Credit Program. Met with POAH & HAC about next steps including holding a Community Outreach Session in October. 4.Redevelop Existing Properties for Affordable Housing (HPP Strategy #5) Serenity at Brewster (55+ rental housing, 27 affordable units): Leasing continued for both market rate and affordable units. 5.Comprehensive Permit Projects (HPP Strategy #16) Brewster Woods (30 affordable rental units): Construction delays continue. Met with POAH about construction schedule, opening date, and communication with folks on the lottery wait list. Habitat for Humanity Red Top Road (2 affordable homes): The Community Preservation Committee amended the award letter to allow the veteran’s preference home to be eligible at 80% Area Median Income. Regulatory Agreement approved by Select Board. Appropriate Town fees also waived by the Select Board. 6.Preservation of Housing and Related Support of Brewster Residents (SB H-3, HPP Strategy #20) Regional Community Development Block Grant (CDBG) Program continues, running smoothly. HAC facilitated over $26,000 of rent & mortgage assistance for Brewster residents this quarter, additionally 2 households were approved for an ongoing Brewster rental assistance subsidy. 7.Subsidized Housing Inventory (SHI) (HPP Strategy #21 & 22) Request for Quotes (RFQ) for the administration and oversight of preservation work and affordable resale of the 212 Yankee Drive approved by the Housing Trust & went out to bid. Response received. Continued coordinated follow-up on several SHI homes of concern. 8.Housing Production Plan (HPP) (Select Board Strategic Plan Goal H-2) Approved plan shared with the Partnership and Trust. Partnership discussed priorities moving forward. 9.Collaboration (HPP Strategy #7) Provided information for Local Comprehensive Plan & presented at the CPC Annual Public Hearing. Participated in HOME Consortium, HOME American Rescue Plan plan focus group, & Lower Cape Peer Group. Upcoming Activities/ Highlights Millstone Affordable Housing Community Virtual Information Session October 13th at 5PM by Zoom. Community Housing Forum will be held Thursday October 27th 5-6:30PM at Brewster Ladies Library. Personnel Participated in Housing Partnership & Housing Trust meetings. Also worked with: Assessor’s, Building, Council on Aging, Fire, Health, Planning, Public Works, and Town Administration. Attended MHP’s multi-session Housing training & AARP’s Livable Communities webinar. Brewster Housing Coordinator Update October 2022 Jill Scalise Ongoing Activities/ Projects 1.Community Outreach and Education (Housing Production Plan (HPP) Strategy #14) Responded to email and phone requests for information and assistance, 77 total requests for housing information (41) or assistance (36). With Donna Kalinick, interview for the Cape Cod Chronicle. Community Housing Forum & Resource Fair held October 27th, Brewster Ladies Library. Collaboration of Housing Partnership & Trust. Outreach to local organizations to participate & community to attend. Website announcement and article in Cape Cod Chronicle. Over 50 attendees. First in-person forum since pandemic. 2.Brewster Affordable Housing Trust (BAHT) (HPP assorted strategies, Select Board (SB) Strategic Plan H-1) Trust met & addressed items throughout update, including approval of 212 Yankee Drive contract. 3.Community Housing Parcel off Millstone (SB Strategic Plan H-4, HPP Strategies #12 & 16) Preservation of Affordable Housing (POAH) & Housing Assistance Corporation (HAC) held a Millstone Housing Virtual Information Session October 13th. Provided outreach for session and presented an introduction with background information. Over 40 attendees. Session linked to Housing Office webpage. 4.Redevelop Existing Properties for Affordable Housing (HPP Strategy #5) Serenity at Brewster (55+ rental housing, 27 affordable units): Site visit to meet with property managers. Leasing continued for both market rate and affordable units. 5.Comprehensive Permit Projects (HPP Strategy #16) Brewster Woods (30 affordable rental units): Switchgear arrived & installation began. Documentation started for waitlist applicants. Communication with folks on the lottery wait list and with POAH. Habitat for Humanity Red Top Road (2 affordable homes): Regulatory agreement recorded. 6.Preservation of Housing and Related Support of Brewster Residents (SB H-3, HPP Strategy #20) Regional Community Development Block Grant (CDBG) Continue assisting residents with inquiries, grant running smoothly. Recent work includes 2 new septic systems (1 I/A system) and 3 new rooves. Numerous inquiries about Brewster’s rental assistance program. 7.Subsidized Housing Inventory (SHI) (HPP Strategy #21 & 22) 212 Yankee Drive- Town owned, vacant affordable property o With the guidance from the Trust, the Town contracted with HAC and The Resource Inc.(TRI) for the administration and oversight of the preservation, rehabilitation, affordable resale of the property. o Site visit for initial assessment with Brewster DPW, Administration, HAC & TRI. Continued follow-up on three additional SHI homes of concern, including collaborative meetings, communication with DHCD & outreach to owners. Working with Building, Health, Planning and Administration, created a review process and application for affordable homeowner deed restriction and leasing requests. 8.Housing Production Plan (HPP) (Select Board Strategic Plan Goal H-2) Presented the Housing Plan the at Community Forum. 9.Collaboration (HPP Strategy #7) Met with new outreach workers at Council on Aging to discuss the Housing Program. Participated in HOME Consortium, HAC Pre-Town Meeting round-up, Cape Cod Commission Regional Housing Strategy & Needs Assessment meeting, & CHAPA’s Making the Case call. Personnel Participated in Housing Partnership & Housing Trust meetings. Also worked with: Assessor’s, Building, Council on Aging, Fire, Health, Planning, Public Works, and Town Administration. Attended CDP’s Housing 101, People’s Law Firm Outreach Day & Lessons from the Field: Changing the Narrative on Racial Segregation. 3 Community Preservation Committee Application rev. 10/17/22 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 $ Preservation of Affordable Housing, Inc. Community Development Partnership Vitalia Shklovsky vitasky@poah.org Juniper Hill 95 Lawrence Road, Wellfleet, MA 02667 508-308-5097 POAH, 2 Oliver St, Suite 500, Boston, MA 02109 x 32,128,643100,000 APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Date Application Submitted: November 21, 2022 4 Community Preservation Committee Application rev. 10/17/22 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 and the Town of Brewster Community Preservation Plan FY23-27 (refer to the attached general and issue-specific criteria and identify which of these apply to the project). 5 Community Preservation Committee Application rev. 10/17/22 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? See attached narrative.redentials: What are the qualifications and relevant experience of those undertaking the project? 6 Community Preservation Committee Application rev. 10/17/22 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. 7 Community Preservation Committee Application rev. 10/17/22 9. Maintenance: If ongoing maintenance is required for your project, who will be responsible for maintenance and how will it be funded? POAH Communities, an affiliate of POAH, will be the long-term management agent and operator of the Juniper Hill property, which will be affordable in perpetuity. The operations budget relies on rental income from the residents. 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. The current form of site control is a developer designation award letter from the Town of Wellfleet. A ground lease and land disposition agreement will be executed by the end of December 2022. The acquisition price is $0. 8 Community Preservation Committee Application rev. 10/17/22 Town of Brewster Community Preservation Committee CATEGORY SPECIFIC CRITERIA Identify which of the following criteria apply to your project.) Open Space Proposals Meets one or more of the Open Space goals listed in Town of Brewster Community Preservation Plan FY23-27 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. Meets one or more of the Historical Preservation goals listed in Town of Brewster Community Preservation Plan FY23-27 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 Meets one or more of the Community Housing goals listed in Town of Brewster Community Preservation Plan FY23-27 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. x x x 9 Community Preservation Committee Application rev. 10/17/22 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. Recreation Proposals Meets one or more of the Recreation goals listed in Town of Brewster Community Preservation Plan FY23-27 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.) x Juniper Hill – Brewster CPC Application – Narrative 1. Project Description Juniper Hill is the proposed development of 46 affordable housing units located at 95 Lawrence Road in Wellfleet, MA. Juniper Hill will be the first such housing development in decades in Wellfleet that can serve populations and stabilize the regional economy. The Town of Wellfleet recognized this need as it released a nine-acre town-owned lot for development via RFP in 2021, and designated POAH and CDP as joint developers in December 2021. The property will be divided into two parts: an Upper Village of 22 two-bedroom and three-bedroom townhomes oriented for family housing, and a Lower Village with a multifamily elevator building, consisting of 24 one-and two-bedroom flats. 35 of the 46 apartments will be targeted for families earning at or below 80% AMI, with the remaining 11 apartments intended as “workforce” housing for households earning up to 120% AMI. 2. Historic Preservation N/A 3. CPA Goals / Criteria Juniper Hill meets at least five Community Housing criteria or goals: - Meets one or more of the Community Housing goals listed in the Town of Brewster Community Preservation Plan FY23-27 o The project meets at least one of these goals by creating year-round rental housing and will not exclude seniors. - Increases the supply of year-round affordable rental housing for all types of households o All 46 units of housing will be permanent year-round homes. Residents of all household types and sizes – ranging from one- to three-bedrooms – can apply to live at Juniper Hill. - Build support for addressing housing needs through partnerships with conservation groups and non-profit and for-profit developers o Juniper Hill is a development proposal crafted by the partnership of two non-profit housing developers – Preservation of Affordable Housing (POAH) and Community Development Partnership (CDP). Both POAH and CDP have over a decade of experience building permanent affordable housing on Cape Cod. CDP has local knowledge and relationships with local stakeholders. - Create housing that is affordable and appropriate for very low-income seniors and people with disabilities o More than one third of all 46 homes will be targeted for households or individuals earning less than 50% of Area Median Income, meaning “very low income” seniors and other people will be able to afford their homes at Juniper Hill. - Ensure long term affordability o All the restricted apartments will be affordable in perpetuity, past the typical tax credit compliance period. 4. Community Benefits In addition to 46 new units of permanently affordable housing, Juniper Hill is creating an outdoor amenity area with a community garden and a play yard for children. It is also going to achieve Passive House design standards, aiming to minimize carbon emissions with all-electric MEP systems and efficient building envelopes. 5. Community Support Juniper Hill received full approval from the Town of Wellfleet’s Zoning Board of Appeals on its 40B Comprehensive Permit Application on September 22, 2022. In the five months of the 40B permitting process, the project team met with abutters and other stakeholders to communicate the project’s design intentions and accommodate neighboring needs – ranging from landscape buffers to storage, parking, site access, and maintenance of trash. As a result, the team received letters of support from the following Town departments: Wellfleet Housing Authority, Conservation Commission, Building Department, Planning Board, Municipal Affordable Housing Trust, Fire Department, Police Department, Department of Public Works, and Select Board. In addition, we received support l etters from the Cape Cod Commission and several abutters (Kathleen Nagle, Alvin Nundioll, Thaddeus and Miranda Siemasko, and Marilyn Cook). 6. Timeline Juniper Hill is a stand-alone project, with the following schedule: September 22, 2022 Zoning Board of Appeals approval January 2023 *Submit Application for DHCD funding April/May 2023 DHCD funding award October 2023 Construction Financial Closing October 2023 Construction Start April 2025 Construction Completion May 2025 Lease-up and Move-ins August 2025 Stabilization (three months of 95% Lease-up) *If the DHCD does not fund this project in the current winter 2022-2023 round, we will wait until the following year’s funding round. 7. Credentials Since 2001, POAH has preserved or created over 12,000 affordable rental apartments. Part of the POAH family, POAH Communities oversees the leasing and operations of properties in 11 states and the District of Columbia. Community Development Partnership is a 30-year-old nonprofit organization dedicated to serving local residents and businesses with financial and technical assistance. Please see brochures attached for both Preservation of Affordable Housing and Community Development Partnership. 8. Budget/Need for Public Funds The total budget for Juniper Hill is as follows. We anticipate the following sources of funds: - A permanent first mortgage from MassHousing or MHP - Soft subsidy from Massachusetts Department of Housing and Community Development - Barnstable County HOME Consortium - Town of Wellfleet Community Preservation Act and Housing Trust - Town of Orleans CPC - Town of Brewster CPC - Infrastructure funds from MassWorks - Tax Credit Equity from: o Federal 9% Low Income Housing Tax Credits o State LIHTC o Solar Tax Credits We also plan to defer a portion of our developer fee. Sources of Funds Uses of Funds 1st Mortgage $5,227,648 Acquisition $0 HOME, AHTF, HSF - DHCD $2,300,000 Construction $23,154,000 Barnstable County HOME $300,000 Hard Cost Contingency $1,157,700 Wellfleet CPA $1,500,000 Soft Costs $4,771,318 Wellfleet Housing Trust $800,000 Reserves $395,724 Orleans CPC $100,000 Paid Developer Fee $2,399,901 Brewster CPC $100,000 Deferred Developer Fee $250,000 Infrastructure - MassWorks $1,000,000 Equity - Federal 9% LIHTC $9,499,050 Equity - State LIHTC $2,800,000 Equity - Solar Tax Credits $160,000 Deferred Developer Fee $250,000 Gap $8,091,944 Total Sources $32,128,643 Total Uses $32,128,643 We have applied for CPC funds from the Towns of Wellfleet and Orleans, as well as funds from the Barnstable County HOME Consortium. We also submitted a pre-application for funding to the State Department of Housing and Community Development (MA DHCD) on October 27. We plan to use the Brewster CPC funds at construction closing, which would take place in the fall of 2023. Attached please find the most recent audited financial report for POAH and CDP. Construction Cost The team received two construction cost estimates earlier this fall – from Dellbrook and Delphi Construction. Delphi has been providing extensive and thorough estimating work since September 2022 and has provided cost-effective strategies regarding high-performance windows, MEP and HVAC systems, and wall assemblies. The latest cost estimate of $23,154,000 is approximately equal $350 per square foot or $503,000 per unit. See next page for detail. Infrastructure The Town of Wellfleet is sponsoring the construction of an on-site septic system that will serve this residential development, the adjacent elementary school, and fire station, with a system more advanced than I/A (Innovative/Alternative). The $1M Massworks grant referenced above will be used to pay for this town project, and the $1M cost is reflected in the total development costs as well. 9. Maintenance POAH Communities, an affiliate of POAH, will be the long-term management agent and operator of the Juniper Hill property, which will be affordable in perpetuity. The operations budget relies on rental income from the residents. 10. Site Control The current form of site control is a developer designation award letter from the Town of Wellfleet. A ground lease and land disposition agreement will be executed by the end of December 2022. The acquisition price is $0. Delphi Construction - Cost Estimate for Juniper Hill Oct 24, 2022 46 66,075 Value Per Unit Per Sq Ft Building Demo 23,282$ 506$ 0.35$ Hazardous Materials -$ -$ -$ Earthwork, Utilities, Paving 2,219,029$ 48,240$ 33.58$ Landscaping / Allowance 666,919$ 14,498$ 10.09$ Total Site 2,909,231$ 63,244$ 44.03$ Concrete 1,245,448$ 27,075$ 18.85$ Masonry 64,597$ 1,404$ 0.98$ Metals 15,337$ 333$ 0.23$ Carpentry 3,163,017$ 68,761$ 47.87$ Finish carpentry 336,208$ 7,309$ 5.09$ Exterior siding 1,455,651$ 31,645$ 22.03$ Insulation 520,494$ 11,315$ 7.88$ Roofing 276,600$ 6,013$ 4.19$ Damproofing and caulking 132,032$ 2,870$ 2.00$ Windows, glazing 978,007$ 21,261$ 14.80$ Doors, frames, hardware 289,989$ 6,304$ 4.39$ Drywall 1,149,908$ 24,998$ 17.40$ Acoustical Ceilings 26,670$ 580$ 0.40$ Flooring 577,808$ 12,561$ 8.74$ Paint 254,298$ 5,528$ 3.85$ Specialties 187,300$ 4,072$ 2.83$ Appliances 154,072$ 3,349$ 2.33$ Trash Chutes and Compactors -$ -$ -$ Cabinets - countertops 254,024$ 5,522$ 3.84$ Window treatments -$ -$ -$ Conveying systems 276,207$ 6,004$ 4.18$ Special Construction (garden, playyard)-$ -$ -$ Fire protection 368,672$ 8,015$ 5.58$ Plumbing 1,451,344$ 31,551$ 21.97$ HVAC 1,942,325$ 42,224$ 29.40$ Electrical 1,742,432$ 37,879$ 26.37$ PV -$ -$ -$ General Requirements 363,233$ 7,896$ 5.50$ Total Building Costs 17,225,671$ 374,471$ 260.70$ Winter Conditions 94,758$ 2,060$ 1.43$ General Conditions 1,373,287$ 29,854$ 20.78$ Overhead/Insurance 347,448$ 7,553$ 5.26$ Fee 926,105$ Total GC & Permit costs 2,741,598$ 59,600$ 41.49$ Contractor total 22,876,500$ 497,315$ 346.22$ Building Permit and fees 45,792$ 995$ 0.69$ Bond 231,708$ 5,037$ 3.51$ Design contingency -$ Project Total 23,154,000$ 503,348$ 350.42$ 95 Lawrence Road 40B, Wellfleet Cape Cod Commission Comments September 15, 2022 Page 1 of 4 Via Email September 15, 2022 Wellfleet Zoning Board of Appeals Attn: Christine Bates, ZBA Committee Secretary Re: 95 Lawrence Road Community Housing, Wellfleet 40B/ Comprehensive Permit Application Preservation of Affordable Housing/Corey Fellows Cape Cod Commission Staff Comments: Pursuant to Section 13(j) of the Cape Cod Commission Act, the Cape Cod Commission (herein, “Commission”) is considered a “Local Board” for purposes of MGL Ch. 40B, ss. 20-23. Accordingly, the Commission provides, through its staff and in its capacity as a Local Board, the following review comments to the ZBA on the above-referenced matter. We note that the applicant has requested a zoning waiver from the Commission’s mandatory DRI review threshold of proposals containing 30 or more residential units. A waiver is not necessary as the Commission is considered a Local Board as discussed above, and the mandatory DRI threshold does not apply. The Commission staff commends the Town on its local planning process for the 95 Lawrence Road Community Housing Project (“the Project”) to date, which process has shaped the Project to its benefit. The Project site is town-owned land which was made available for affordable housing via a town meeting vote. The Town issued the RFP for the Project reflecting those concerns and priorities identified during the local planning process; the applicant’s bid and successive project design in turn reflect those local concerns and priorities. The Commission seeks to protect the unique values and quality of life on Cape Cod, guided by the Cape Cod Commission Act and Cape Cod Regional Policy Plan (“RPP”). Commission staff offer the following analysis of the Project with respect to RPP goals related to housing, transportation, water resources, natural resources, open space, community design, and cultural heritage. HOUSING 95 Lawrence Road 40B, Wellfleet Cape Cod Commission Comments September 15, 2022 Page 2 of 4 The RPP Housing goal is to promote the production of an adequate supply of ownership and rental housing that is safe, healthy, and attainable for people with different income levels and diverse needs. There continues to be an acute need for affordable housing in all towns on Cape Cod, particularly those on the Outer Cape, and especially for affordable rental units. Only 2.5% of Wellfleet’s existing housing stock is considered affordable according to the state’s Subsidized Housing Inventory (dated 12/21/2020). The Cape Cod Commission Act and RPP seek to preserve the social diversity of the region by promoting the development of affordable housing for low- and moderate- income households. The Project addresses these concerns. The applicant proposes to construct 46 rental units in a mix of unit and building types. Of the 46 units, 16 are proposed one-bedroom units; 25 are proposed two- bedroom units; and 5 are proposed three-bedroom units. Thirty-five (35) of 46 units will be deed restricted for rental by individuals or households earning no more than 60% of area median income (“AMI”). The Project will also contain eight rental units for individuals or households earning no more than 30% of AMI for a total of 43 affordable units out of 46 total units. This proposal well exceeds Ch. 40B’s 20-25% minimum affordability requirement and would more than double the number of existing affordable units in the town. TRANSPORTATION The RPP Transportation goal is to provide and promote a safe, reliable, and multi-modal transportation system. Commission staff reviewed the traffic impact study which was prepared in accordance with industry standard practices. The study did not identify any significant safety or congestion impacts anticipated because of the Project. Sidewalks are provided throughout the development with a connection to the existing sidewalk on Lawrence Road. These connections are particularly important given the anticipated pedestrian improvements under design by MassDOT on Route 6. The Project should ensure that the new crosswalks proposed across Lawrence Road be constructed to meet ADA standards. The applicant should also consider the feasibility of installing electric vehicle (“EV”) charging infrastructure as part of the Project. Understanding the upfront cost of this infrastructure, the applicant could consider providing EV-capable spaces (electrical panel capacity and conduit) to allow for future, more cost-effective charger installation. State programs are available to offset some of the costs of the EV infrastructure. WATER RESOURCES The RPP Water Resources goal seeks to maintain a sustainable supply of high- quality untreated drinking water and protect, preserve, and restore the ecological integrity of fresh and marine surface water resources. By incorporating proper management of wastewater and stormwater, the Project supports those water quality improvement goals. 95 Lawrence Road 40B, Wellfleet Cape Cod Commission Comments September 15, 2022 Page 3 of 4 The Project will be served by a neighborhood-scale wastewater treatment plant, a facility proposed by the Town as part of the Targeted Watershed Management Plan for Wellfleet Harbor. The applicant has indicated the development team will contribute to the construction and operating costs for the neighborhood treatment facility, which is expected to result in a net decrease in the nitrogen load to Duck Creek, the highly impacted sub watershed where the Project site is located. As such, this proposal presents an important opportunity to improve local water quality. Additionally, the application identifies strategies to minimize impervious surfaces and runoff generation resulting from the development. These include site design elements that reduce the need for large contiguous parking areas, and the use of pervious materials in low-traffic and parking areas. To further mitigate the impacts from stormwater runoff, the applicant may wish to consider directly infiltrating roof runoff from buildings and integrating stormwater treatment into landscaping features to provide vegetated treatment practices where possible. NATURAL RESOURCES/OPEN SPACE The RPP supports the protection of the region’s natural resources including wetlands, floodplains, rare species habitat, and other undeveloped or sensitive areas. The Project supports these goals as it is located primarily on previously disturbed areas and away from sensitive natural resources. The application indicates that much of the native woodland areas on site will stay intact and the majority of the site—approximately 80%—will remain as greenspace. The applicant proposes to enhance the existing vegetation with additional native plantings. The RPP also seeks to preserve outdoor recreational resources to enhance community well-being and quality of life. The proposal includes a play area, community garden, walking paths, and shared spaces for residents to use for recreational purposes, supporting general health and well-being. In addition, the adjacent school and ball field offer educational and recreational opportunities for residents of the development. COMMUNITY DESIGN/CULTURAL HERITAGE The RPP seeks to promote context-sensitive design that uses traditional Cape Cod materials and forms while minimizing development footprints and adverse impacts to scenic resources. The Project is proposed primarily on areas that have been previously disturbed, and the proposed buildings are designed to limit the overall development footprint. The Project includes two different development types on one site: small clusters of townhouses and a single 3-story structure. The proposed townhouses are clustered to create variety among the buildings and to provide variation in the building facades and roof forms. The highest townhouse roofs are proposed at 30 feet but most of the building forms are below that height. The larger 3-story structure includes variation in the building façade, roof form, and building materials to break up the building scale into smaller components. The building designs successfully resemble modern building forms developed in Wellfleet in the mid- century and incorporate siding materials that relate to the region’s traditions. The Project’s location away from earlier historic neighborhoods make the design appropriate for this site. 95 Lawrence Road 40B, Wellfleet Cape Cod Commission Comments September 15, 2022 Page 4 of 4 Proposed parking areas are divided into small sections in the townhouse portion of the development to reduce their visual prominence, and the parking area adjacent to the 3-story structure is sited behind the structure and largely screened from public views by the building and vegetation. While there are no known historic properties on, or immediately adjacent to, the Project site and much of the area proposed for development has been previously disturbed, the applicant should contact the Massachusetts Historical Commission archaeology staff to determine whether any undisturbed portions of the site are considered archaeologically sensitive. CONCLUSION Based on the application materials, Commission staff conclude that the proposed Project is generally consistent with the regional planning goals and objectives as set forth in the Cape Cod Commission Act and RPP. The Project is sensitive to local context and designed to protect and enhance natural and community resources. Importantly, the Project addresses the urgent and growing need for affordable housing in both the Town of Wellfleet and the broader Cape Cod region. Commission staff are available to answer any questions you might have about these comments. Sincerely, Kristy Senatori Executive Director Cc: Project File Wellfleet Cape Cod Commission Representative via email Cape Cod Commission Chair via email Cape Cod Commission Committee on Planning and Regulation Chair via email Jay Coburn, Community Development Partnership 1 Vitalia Shklovsky From:Rebecca Roughley <Rebecca.Roughley@wellfleet-ma.gov> Sent:Thursday, October 13, 2022 1:35 PM To:Vitalia Shklovsky Subject:FW: Recommendations for 95 Lawrence from the Planning Board CAUTION: This is an EXTERNAL email. Do not click links or open attachments unless you recognize the sender and know the content is safe. This is all I received from them. Rebecca Roughley, MCPPO Assistant Town Administrator 300 Main Street, Wellfleet, MA 02667 (Work) 508-349-0349 X1112 (Cell) 774-392-1457 From: Karen Plantier <Karen.Plantier@wellfleet-ma.gov> Sent: Thursday, September 8, 2022 1:29 PM To: Christine Bates <Christine.Bates@wellfleet-ma.gov> Cc: Gerry Parent <geparent@yahoo.com>; Jay Coburn <jay@capecdp.org>; bethsinger3@gmail.com; bonnie.shepard@gmail.com; davidrowell349@gmail.com; dmeadfox@gmail.com; Olga Kahn <olgakahn@gmail.com>; Rebecca Roughley <Rebecca.Roughley@wellfleet-ma.gov>; Alfred Pickard <wmcmom@aol.com> Subject: Recommendations for 95 Lawrence from the Planning Board Date: August 8, 2022 Attention: Zoning Board On September 7, 2022, the Planning Board met with representatives of the development team of 95 Lawrence Road to review the project plans in detail. During our meeting, the board had the opportunity to pose questions about the plans and was pleased to work with the development teams to address any concerns we had about the project and its design. We are confident that the developers are incorporating our feedback and that any concerns that the Planning Board had will be addressed prior to the issuing of a building permit Below are the Planning Boards recommendations and requests. 95 Lawrence recommendations: 2 Motion: Alfred Pickard: 95 Lawrence project Must meet the requirements of the Town of Wellfleet’s parking regulations. The standard is 1.5 spaces per unit, and the 9’ x 20’ space size for a parking unit as well as enhance the space for storage for tenants. Second: Beth Singer Vote: 7/0 An alternative could be tandem parking. According to the Engineer on the project the felt that they could meet the 9’ x 20’ parking unit size. Regards Gerald E. Parent Planning Board Chair Town of Wellfleet Health and Conservation Department 220 West Main Street Wellfleet, MA 02667 August 9, 2022 Ms. Sharon Inger, Chair Wellfleet Zoning Board of Appeals 220 West Main Street Wellfleet, MA 02667 Dear Chair Inger: I am writing on behalf of the Wellfleet Board of Health and the Wellfleet Conservation Commission. Both the Board of Health and the Conservation Commission reviewed the plans for the housing development proposed at 95 Lawrence Road. The Conservation Commission found that the project was not located within an area subject to their jurisdiction and thus had no comments. The Board of Health understood that a wastewater treatment plant was proposed and design plans to be submitted in the future and that a connection to the municipal water system was required. The Board of Health had no comments to offer at this time. As Health and Conservation Agent, I had the opportunity to meet with Mallorey Yannone and share my comments about the proposed development. I spoke about providing native plantings, sidewalks, areas for community engagement and activities, community gardening space, stormwater, heating and cooling for the units, cigarette smoking, and others. All my concerns were alleviated, and my comments incorporated into the design plans. This development will serve a need within our community and provide for the well being of the residents and the environment. If you have any questions, please do not hesitate to contact me. Yours, Hillary Greenberg Hillary Greenberg cc: Wellfleet Conservation Commission Wellfleet Board of Health James Badera Rebecca Roughly TOWN OF WELLFLEET Building Department 220 West Main Street Wellfleet, MA 02667 508-349-0309 • fax 508-349-0327 Office of Inspector of Buildings James A. Badera Jr., Commissioner August 31, 2022 Town of Wellfleet Zoning Board of Appeals Attn: Ms. Sharon Inger, Chair 220 West Main Street Wellfleet, MA 02667 RE: Letter for Support - 95 Lawrence Road Housing Preservation of Affordable Housing, (22-16) - Fellows 95 Lawrence Road, Map 13 / Parcel 2 Wellfleet, MA 02667 Dear Chair Inger: I am writing to express my support, as Building Commissioner, for the Comprehensive Permit under MGL Chapter 40B, Section 20/23 for 46 units of affordable housing submitted by Preservation of Affordable Housing (22-16 Fellows) currently before the Wellfleet Zoning Board of Appeals. On August 22nd, I attended the meeting that included Town of Wellfleet Department Heads and representatives of the development team, including Preservation of Affordable Housing, Community Development Partnership, Studio G Architects, and Coastal Engineering. We reviewed and discussed the project plans dated August 19, 2022. I asked several questions regarding the proposed site design as it relates to the proposed building designs and locations. I was satisfied with the responses that were provided by the development team. I am confident that the development team will address our concerns as well as incorporate our feedback into the final plans for the site. I have no issues that I believe will require special conditions as part of the Board's approval for the project. Please contact me with any questions. Sincerely, James A. Badera Jr. Town of Wellfleet Building Commissioner QRAV9 Jay Norton DPW Director TOWN OF WELLFLEET Department of Public Works 220 West Main Street Wellfleet, MA 02667 Phone: 508-349-0315 Fax: 508-349-7085 August 24, 2022 Wellfleet Zoning Board of Appeals Attn: Sharon Inger, Chair 220 West Main Street Wellfleet, MA 02667 Re: DPW Comments regarding 95 Lawrence Road, Wellfleet Dear Chair Inger: I am writing to express my support as the Director of the Department of Public Works for the Comprehensive Permit under MGL 40B S20/23 for 46 units of affordable housing submitted by Preservation of Affordable Housing (22-16 Fellows) now before the Wellfleet Zoning Board of Appeals. On August 22"d, I met with representatives of the development team (Preservation of Affordable Housing, Community Development Partnership, Studio G Architects and Coastal Engineering) to review and discuss the project plans in detail. During our meeting I had the opportunity to pose questions about the plans and the proposed development. I was satisfied with the development team's efforts to address any concerns I had about the project and its design. For the board's information, my comments/questions are as follows: 1. Although I understand the reasoning behind the relocation of the main water supply line, I would urge the development team to advance the design of this relocation given its importance. 2. The proposed 3:1 grading in the southern village adjacent to the water tower appears to conflict with the drain line. A closer look at this would be advised. 3. The proposed retaining walls along the southern fence of the baseball field needs further investigation. It's a tight fit and I'm concerned with potential undermining of the field during construction. It would also require 2 fences and less than a 5' clearance between. 4. I'd like to emphasize that the Town will not be responsible for maintenance of the property, including but not limited to plowing, roadway improvements, drainage pumping, groundskeeping, etc.) 5. I would respectfully request to be included with the design/location of the proposed irrigation well replacement. 6. Will there be any impacts to the baseball field and associated elements of the field (irrigation, etc.)? 7. I would respectfully request to be copied on correspondence related to site engineering design iterations or changes, considering the wastewater treatment facility is still under design. I am confident that the developers are incorporating my feedback and will continue to work with them between issuance of the Comprehensive Permit and building permits for the ultimate construction of the housing. I have no issues that I believe rise to the need to impose special conditions on your approval. If you have any questions, please feel free to contact the DPW at 508-349-0315, or email me at jay.norton@wellfleet-ma.gov Sincerely, R -a' -a2 ay R. Norton DPW Director Department of Public Works Town of Wellfleet Enclosures: n/a Cc: Rebecca Roughley, Assistant Town Administrator Christine Bates, Committee Secretary Richard Pauley Jr., Fire Chief Michael Hurley, Police Chief Wellfleet Fire Department 10 Lawrence Road, Wellfleet, MA 02667 Richard J. Pauley, Jr. Fire Chief August 23, 2022 Ms. Sharon Inger, Chair Zoning Board of Appeals 220 West Main Street Wellfleet, MA 02667 Phone: (508) 349-3754 Fax: (508) 349-0318 RE: Fire Department Support, 95 Lawrence Road, Housing Preservation of Affordable Housing (22-16) Fellows Dear Chair Inger: The purpose of this letter is to affirm my support for the Comprehensive Permit under M.G.L. Chapter 40B, Section 20/23 for forty-six (46) units of affordable housing submitted by Preservation of Affordable Housing (22-16 Fellows). On August 22nd, we met with the development team consisting of Preservation Affordable Housing, Community Development Partnership, Studio G Architects and Coastal Engineering) to review the project plans. The discussions were very positive and all of our major questions were addressed. This includes, but is not limited to, road width/grade, emergency access, life safety/fire protection within each building, fire hydrant locations, etc. I am very confident that the development team has addressed our questions/concerns and we will continue to work with them on the issuance of the comprehensive permit and building permits for the construction process of this badly needed housing. This Department foresees no issues that would require special conditions of your Board's approval. In summary, I am very supportive of this project and, as always, please don't hesitate to contact me with any questions. Very truly yours, Richard J. Pauley, Jr. Fire Chief Town of Wellfleet Michael P. Hurley Chief of Police August 23, 2022 Chair Sharon Inger Wellfleet Zoning Board of Appeals Wellfleet, MA 02667 POLICE DEPARTMENT 36 GROSS HILL ROAD WELLFLEET, MA 02667 Telephone: 508-349-3702 Fax: 508-349-7683 RE: 95 Lawrence Road Comprehensive Permit Dear Chair Inger: TOWN OF WELLFLEET on Cape Cod To Serve and Protect I am writing to express my support as Chief of Police for the Comprehensive Permit under MGL 408 S20/23 for 46 units of affordable housing submitted by Preservation of Affordable Housing (22-16 Fellows) now before the Wellfleet Zoning Board of Appeals. On August 22"d, I met with representatives of the development team (Preservation of Affordable Housing, Community Development Partnership, Studio G Architects and Coastal Engineering) to review and discuss the project plans in detail. During our meeting I had the opportunity to pose questions about the plans and the proposed development. I was satisfied with the development team's efforts to address any concerns I had about the project and its design. I am confident that the developers are incorporating my feedback and will continue to work with them between issuance of the Comprehensive Permit and building permits for the ultimate construction of the housing. I have no issues that I believe rise to the need to impose special conditions on your approval. If you have any questions or concerns, please don't hesitate to reach out. Respectfully submi 1 MicKael P. Hurley Chief of Police Wellfleet Housing Authority300 MAIN STREET WELLFLEET MASSACHUSETTS 02667 Tel (508) 419-4490 www.wellfleethousing.org April 26, 2022 Rebecca Frawley Wachtel Director of Low-Income Housing Tax Program 100 Cambridge Street, 3rd Floor Boston, MA 02114 Dear Ms. Frawley Wachtel, The Wellfleet Housing Authority is pleased to have this opportunity to write in support of the project eligibility application of the Preservation of Affordable Housing (POAH) and the Community Development Partnership (CDP) for the 95 Lawrence Road project in Wellfleet, creating 46 affordable rental units. The six-acre site is owned by the Town of Wellfleet. It was designated for affordable housing by the Annual Town Meeting in 2018. Preservation of Affordable Housing (POAH) and the Community Development Partnership (CDP) are well-respected and trusted partners and have worked closely to develop and refine this proposal. The applicants were selected by a unanimous vote of the Select Board based on their response to a Request for Proposals released by the Town of Wellfleet in May of 2021. The RFP was crafted by the Town in consultation with the 95 Lawrence Task Force with representatives of the School Committee, Planning Board, Housing Authority, Water Commissioners, Building Needs Committee, Wellfleet Seasonal Residents Association, the Local Housing Partnership and the Select Board. Wellfleet has one of the lowest percentages of affordable housing on Cape Cod. According to the 2020 Massachusetts Subsidized Housing Inventory, Wellfleet has 38 permanently restricted affordable housing units, comprising only 2.5% of its housing stock. At least 112 additional affordable units are needed to meet the Commonwealth’s minimum goal that 10% of housing stock be affordable. The Outer Cape has long wait lists for available homes and local businesses are having significant challenges in hiring employees based on the lack of housing. The POAH/CDP project is a significant step toward meeting the critical need for an adequate supply of secure housing to retain and attract a workforce and support our young people, families, and seniors to assure Wellfleet’s future as a vital, sustainable, diverse and inclusive community. The plan prioritizes sustainable site development by building primarily on previously developed and disturbed areas and aims for net zero energy, producing as much energy as the development consumes on an annual basis. The Wellfleet Housing Authority is fully supportive of this project and the thoughtful approach developed by POAH/CDP to bring much needed, beautifully designed, highly energy efficient rental housing to Wellfleet. Respectfully, Elaine McIlroy Chair, Wellfleet Housing Authority Wellfleet Municipal Affordable Housing Trust 300 Main Street Wellfleet, MA 02667 info@wellfleethousing.org July 12, 2022 To the Wellfleet Zoning Board of Appeals: The Wellfleet Municipal Affordable Housing Trust, per a vote at their meeting on July 11, 2022, is writing to express our strong support for the application of Preservation of Affordable Housing (POAH) and the Community Development Partnership (CDP) for a Comprehensive Permit to build up to 46 affordable, year-round apartments at 95 Lawrence Road. Statistics from our housing study (2017-2022), which is currently being updated, along with what we have all witnessed in the past two years, show the seriousness of the situation caused in large part by a lack of available, affordable housing. We know that updated statistics will show things have only gotten worse.  Between 1990-2015 those in the 25-44 age range decreased by 62%  Between 1990-2015 Seasonal Properties increased from 1566 to 2824 an 80% increase  Between 1990-2015 year-round rentals declined by 42 units or 13.5%  Income needed to purchase Median Priced Home in Wellfleet = $188,000  State goal is for each town is to have 10% housing stock considered affordable. Wellfleet = 2.5% We have 38 homes out of the 152 needed. We are losing our young people and those in the workforce. We are losing year-round homes to seasonal homes. There are no rentals available. Owning a home is out of reach of most working people. The homes that will be created at 95 Lawrence Road will be a significant help in providing stable, year-round, rentals to keep and attract young people, families, a workforce, and offer a choice for seniors who need to downsize to stay in Wellfleet. The Town is fortunate to be working with POAH, one of the most experienced, respected, nonprofit developers in the County and the CDP who is our local expert on housing and the need for housing. Thank you. /s Harry Terkanian Harry Terkanian, Chair, Wellfleet Municipal Affordable Housing Trust July 28, 2022 Sharon Inger, Chair Wellfleet Zoning Board c/o Wellfleet Town Hall 300 Main Street, Wellfleet, MA 02667 ZBA email: Christine.Bates@wellfleet-ma.gov Re: Support for the 95 Lawrence Road Proposed Affordable Housing Development Dear Chair Inger, I am writing this letter to show my support for the proposed affordable housing development at 95 Lawrence Road in Wellfleet. I am invested in our local community and I want to publicly support projects that helps Wellfleet prosper as a vibrant, year-round community for working class families. The housing crisis on Cape Cod has reached new heights since the pandemic, and the need for affordable rental housing is greater than ever. Our local economy is driven by people who cannot afford to purchase a home and are dependent on rentals that are hard to find. Permanent, year-round housing is a critical need in our town. The proposed housing project at 95 Lawrence Road is a step in the right direction and will create stable housing for community members. This project will provide homes to a range of households, from seniors who wish to downsize while remaining in the local community to young families who have roots in Wellfleet. It is fitting for the development to provide housing for families, as Wellfleet Elementary School is across the street. With two thirds of the apartments having two or more bedrooms, the project meets a critical need for family housing in a neighborhood rich with amenities. Downtown Wellfleet, a fifteen -minute walk from the development, is conveniently located near transit, shops, restaurants, markets, and services that families need in their day-to-day. believe it is important for you to know that local residents, businesses, organizations, and municipal officials recognize the importance of this project, and can foresee the lasting positive effects it will have for the entire community. Please accept this letter as my written testimony of support for this project and I hope the Town of Wellfleet gives favorable consideration to this worthy project and builds a better future for all. Sincerely, Arvin Nundioll 20 Elisha Witherell Road, Wellfleet MA 02667 774-208-7329 August 7, 2022 Sharon Inger, Chair Wellfleet Zoning Board c/o Wellfleet Town Hall 300 Main Street, Wellfleet, MA 02667 Re: Support for the 95 Lawrence Road Housing Development Dear Chair Inger, Please accept this letter as my support for the Lawrence Road affordable housing project. I don't think there is anyone who lives here in Wellfleet or who is invested in our community, that does not understand the desperate need we have for more affordable housing. Simply put we know we need more housing in order to continue to have a sustainable, vibrant, year-round community. I work as a Realtor for Kinlin Grover here in town and see firsthand the everyday struggle of our local young people trying to compete for affordable homes to purchase. Young people help drive our economy and we need to help them find stable year-round housing. On the flip side, I also regularly see older residents who would like to downsize and stay local but have no options. The housing situation is quite frankly a crisis, and we desperately need rental housing as part of our housing stock. I live on Pierces Tavern Road which is a stone's throw from this development. I love my location and the opportunity to walk to downtown and to the ponds. It is super convenient, especially with the traffic light at the access to Route 6. I believe this is a terrific location for this development and whole heartedly support the project. It is important for you to know that local residents recognize the importance of this project and can foresee the lasting positive effects it will have on this beautiful community we call home. I hope the Town of Wellfleet gives favorable consideration this worthy project. With my best regards, Kathleen Nagle 25 Pierces Tavern Road 508-333-3990 kathleen.nagle@compass.com I�� May 12, 2022 Sharon tnger, Chair Well#leet Zoning Board Wellfleet Town Hall 300 Main Street, Wellfleet, MA 02667 ZBA email: Christine.Bates@wellfleet-ma.gov Re: Support for the 95 Lawrence Road Proposed Affordable Housing Development Dear Chair Inger, 1 am writing this letter to show my support for the proposed affordable housing development at 95 Lawrence Road in Welifleet. I am invested in our local community and I want to publicly support projects that help the Outer Cape, and WeMfleet specifically, to prosper as a vibrant, year-round community. The housing crisis on Cape Cod has reached new heights since the pandemic, and the need for affordable rental housing is greater than ever. Our local economy is driven by people who cannot afford to purchase a home and are dependent on rentals that are hard to find. Permanent, year-round housing is a critical need in our town. The proposed housing project at 95 Lawrence Road is a step in the right direction and will create stable housing for community members. This project will provide homes to a range of households, from seniors who wish to downsize while remaining in the local community to young families who have roots in Weltfleet. It is fitting for the development to provide housing for families, as Welifleet Elementary School is across the street. With two thirds of the apartments having two or more bedrooms, the project meets a critical need for family housing in a neighborhood rich with amenities. Downtown Wellfleet, a fifteen -minute walk from the development, is conveniently located near transit, shops, restaurants, markets, and services that families need in their day-to-day. I believe it is important for you to know that local residents, businesses, organizations, and municipal officials recognize the importance of this project, and can foresee the lasting positive effects it will have on this beautiful community virq tall home. Please accept this letter crisis. I hope the Town gr en testirn6n si.ippert-forthl5 foject to help combat the housing s favorable consideration to this worthy project. SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio 11 / 1 / 2 0 2 2 9 : 1 9 : 5 6 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR AB 2022-11-01 EXTERIOR RENDERINGS A800AERIAL RENDERING UPPER VILLAGE VIEW OF TOWNHOUSES FROM LAWRENCE ROAD UPPER VILLAGE COMMUNITY BUILDING LOWER VILLAGE BUILDING FRONT ENTRANCE LOWER VILLAGE BUILDING NO. DESCRIPTION DATE PERSPECTIVE RENDERINGS L9.01 SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C CHITE T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u d i o 1/16" = 1'-0" 8/ 2 2 / 2 0 2 2 1 2 : 1 8 : 0 8 P M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 Catherine Oranchak Design Team C. Oranchak 2022-11-01 NO.DESCRIPTION DATE As indicated 781 752 8879 122 Sunset Road, Arlington, Massachusetts 02474 www.catherineoranchak.com P l a n n i n g , D e s i g n a n d C o n s t r u c t i o n C a t h e r i n e O r a n c h a k / Landscape Architect 11-01-2022100% Design Development NTS TYPICAL UNIT PLANTING: VIEW LOOKING SOUTH NTS LOWER VILLAGE ENTRY: VIEW LOOKING NORTHEAST NTS UPPER VILLAGE ENTRY: VIEW LOOKING NORTH EAST P A 1 BR UNIT 2 BR UNIT 3 BR UNIT BLDG. CIRCULATION SHARED SPACE PARKING ADA UNIT ADA PARKING A LONG POND ROAD LAWRENCE ROAD A-TYPE 1 B-TYPE 2 C-TYPE 3 H-TYPE 1 E-TYPE 1 I -TYPE 2 G-TYPE 2 75'80' 75' 68' A A 80' 80' P P P P P P P 28P D M J 70' 70' 85' 85' 70' 70' 75' 80' 80' 80' 75' 70' 65' 80' 75' 70' 65' 60' 75' PROJECT/ ACTUAL NORTH T T 1st: 84.05'/B: 74.05' 1st: 83.3'/B: 73.3' 1st: 83.6' 1st: 82.25' 1st: 83.8' 1st: 83.25' 1st: 83.6' 1st: 83.7' 1st: 84.0' 1st: 77.5'/B: 66.5' 82' 83' 84' 20' - 0" 20' - 0" 60' - 0" 30' - 0" 24' - 0 " 72' - 0"48' - 0" 24' - 0" 3' - 0" 35' - 4" NOTE: ALL NUMBERS ESTIMATED UNTIL DESIGN FINALIZED (19) 2BR UNITS (4) 3BR UNITS UNIT MATRIX UPPER VILLAGE -24 UNITS (1) 3BR ADA/GROUP 2 UNIT (15) 1BR UNITS (5) 2BR UNITS LOWER VILLAGE -22 UNITS (1) 1BR ADA/GROUP 2 UNIT (1) 2BR ADA/GROUP 2 UNIT SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio 1" = 40'-0" 11 / 1 / 2 0 2 2 9 : 2 0 : 1 3 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR/AB AB 2022-11-01 SITE LAYOUT PLAN/UNIT MATRIX G008 NO. DESCRIPTION DATE UP UP UP DN DN DN DN DN UP UP A1.1 A2.2 A2.4 A2.3 A2.1 A1.2 A1.3 A1.4 A200 C3 A200 B3 A200 D3 A200 A3 2 BR TOWNHOUSE REFER TO A401 A1 A300 A3 A300 A1 A350 A1 A350 Sim 0'4'8'16' A1 A350 Sim 19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1 1/2" 8' - 0 1/2" A E F H A A E F E E H H A2 A350 A2 A350 Sim A4 A306 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 E A1.1 A2.2 A2.4 A2.3 A2.1 A1.2 A1.3 A1.4 A200 C3 A200 B3 A200 D3 A200 A3 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 A1 A300 A3 A300 A1 A350 A1 A350 Sim 0'4'8'16' A1 A350 Sim 19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1 1/2" 8' - 0 1/2" CB G D G B D B D D B G D G BCCB A2 A350 A2 A350 Sim A4 A306 G FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS A1.1 A2.2 A2.4 A2.3 A2.1 A1.2 A1.3 A1.4 A200 C3 A200 A3 A1 A300 A3 A300 A1 A350 0'4'8'16' 8' - 1" 21' - 1 1/2" 8' - 0 1/2" 19' - 5"19' - 5"19' - 5" A200 D3 A200 B3 G A2 A350 A4 A306 SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 4 2 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE PLANS - BUILDING A A1061/8" = 1'-0"A1 BUILDING A_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"C1 BUILDING A_LEVEL 2_FLOOR PLAN 1/8" = 1'-0"A3 BUILDING A_BASEMENT PLAN NO. DESCRIPTION DATE UP UP UP UP DN DN DN DN DN DN A200 A1 A200 D1 B2.1 B1.5B1.4B1.3B1.2B1.1 B2.2 B2.3 B2.4 0'4'8'16' B2.5 19' - 5"19' - 5"19' - 5"18' - 11" 2' - 10" 8' - 1" 21' - 1" 8' - 1" A200 B1 A200 C1 A3 A350 G 1 A300 2 A300 A4 A350 A200 C1 A200 B1 A200 D1 2 BR TOWNHOUSE REFER TO A401 3 BR TOWNHOUSE REFER TO A402 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' B2.1 B1.5B1.4B1.3B1.2B1.1 B2.2 B2.3 B2.4 B2.5 19' - 5"19' - 5"19' - 5"18' - 11" 2' - 7 1/2" 2' - 10" 8' - 1" 21' - 1" 8' - 1" B2.6 A3 A350 H H H H F E E A A A A E F E 1 A300 2 A300 A4 A350 A2 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 E A200 C1 A200 B1 A200 D1 2 BR TOWNHOUSE REFER TO A401 3 BR TOWNHOUSE REFER TO A402 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' B2.1 B1.5B1.4B1.3B1.2B1.1 B2.2 B2.3 B2.4 19' - 5"19' - 5"19' - 5"18' - 11" 2' - 7 1/2" 2' - 10" 8' - 1" 21' - 1" 8' - 1" B2.5 B2.6 A3 A350 B B C C B C C B G D G BDDB BDDB G B G 1 A300 2 A300 A4 A350 A2 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 G FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 4 3 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE PLANS - BUILDING B A1071/8" = 1'-0"A3 BUILDING B_BASEMENT PLAN 1/8" = 1'-0"A1 BUILDING B_LEVEL 1_FLOOR PLAN 1/8" = 1'-0"C1 BUILDING B_LEVEL 2_FLOOR PLAN NO. DESCRIPTION DATE UP UP DN DN UP UP UP DN DN DN C1.1 C1.2 C1.3 C1.6 C2.2 C2.3 C2.6 A201 A3 A201 C3 A201 B3 A201 D3 3 BR TOWNHOUSE REFER TO A402 2 BR TOWNHOUSE REFER TO A401 3 BR FLAT - GROUP 2 REFER TO A404 2 A301 A1 A350 Sim A1 A351 0'4'8'16' 1 A301 C2.1 C2.8 18' - 11"19' - 5"12' - 8"16' - 8"15' - 2 1/2" 10" 2' - 0" 1' - 4 1/2" 2' - 7" 2' - 10 1/2" 18' - 2 1/2" 10' - 11 1/2" C2.5 C2.7 C2.4 H H B B A F E E A A A D D I J C1.4 C1.5 A3 A350 Sim A4 A350 Sim A2 A350 Sim E C1.1 C1.2 C1.3 C1.6 C2.3 A201 A3 A201 B3 A201 D3 3 BR TOWNHOUSE REFER TO A402 2 BR TOWNHOUSE REFER TO A401 2 A301 DN DN ROOF BELOW A1 A350 Sim A1 A351 0'4'8'16' 1 A301 C2.1 18' - 11"19' - 5"12' - 8"16' - 8"15' - 2 1/2" C2.5 5' - 6" 29' - 2" A201 C3 BC CB G B G B D D B G C1.4 C1.5 A3 A350 Sim A4 A350 Sim A2 A350 Sim E2.4 E1.1 E1.2 E2.1 E2.2 E2.3 E1.3 E1.4 A2 0 1 A1 A2 0 1 C 1 A2 0 1 D1 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 2 BR TOWNHOUSE REFER TO A401 A2 0 1 B1 19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1 1/2" 8' - 0 1/2" A E F H A A F E H H E E 3 A301 4 A301 A2 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 E E2.4 E1.1 E1.2 E2.1 E2.2 E2.3 E1.3 E1.4 A2 0 1 C 1 A2 0 1 D1 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 2 BR TOWNHOUSE REFER TO A401 A2 0 1 B1 19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1 1/2" 8' - 0 1/2" A2 0 1 A1 B C B C C B G D G BDDB DB G D G 3 A301 4 A301 A2 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 G FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 4 5 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE PLANS - BUILDINGS C & E A1081/8" = 1'-0"A3 BUILDING C_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"C3 BUILDING C_LEVEL 2_FLOOR PLAN 1/8" = 1'-0"A1 BUILDING E_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"C1 BUILDING E_LEVEL 2_FLOOR PLAN NO. DESCRIPTION DATE UP UP UP UP DN DN DN DN UP UP UP DN DN DN G1.1 G2.3 G2.4 G2.5 G2.6 G1.3G1.2 G1.4 G1.5 A202 A3 A202 C3 A202 B3 A202 D3 3 BR TOWNHOUSE REFER TO A402 2 BR TOWNHOUSE REFER TO A401 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 18' - 11"19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1" 8' - 1" 2' - 9 1/2" 2' - 8" G2.1 G2.2 H H H H E F E AA A A E F E 1 A302 2 A302 A3 A350 Sim A4 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 E G1.1 G2.3 G2.4 G2.5 G2.6 G1.3G1.2 G1.4 G1.5 A202 A3 A202 C3 A202 B3 A202 D3 3 BR TOWNHOUSE REFER TO A402 2 BR TOWNHOUSE REFER TO A401 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 18' - 11"19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1" 8' - 1" 2' - 9 1/2" 2' - 8"G2.1 G2.2 BDDB BDDB G B G B C C B B C C B G D G 1 A302 2 A302 A3 A350 Sim A4 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 G H1.1 H2.2 H1.2 H1.3 H2.1 H1.4 H2.3 H2.4 A202 A1 A202 C1 A202 B1 A202 D1 2 BR TOWNHOUSE REFER TO A401 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1" 8' - 1" H H F E A A H A E F E E 3 A302 4 A302 A2 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 E H1.1 H2.2 H1.2 H1.3 H2.1 H1.4 H2.3 H2.4 A202 A1 A202 C1 A202 B1 A202 D1 2 BR TOWNHOUSE REFER TO A401 A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1" 8' - 1" B D D B D B G D G BC BCCB G D G 3 A302 4 A302 A2 A350 Sim A2 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 G FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 4 7 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE PLANS - BULIDINGS G & H A1091/8" = 1'-0"A3 BUILDING G_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"C3 BUILDING G_LEVEL 2_FLOOR PLAN 1/8" = 1'-0"A1 BUILDING H_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"C1 BUILDING H_LEVEL 2_FLOOR PLAN NO. DESCRIPTION DATE UP UP UP UP DN DN DN DN 3 BR TOWNHOUSE REFER TO A402 2 BR TOWNHOUSE REFER TO A401 0'4'8'16' I1.5 I2.2 I1.4I1.3I1.2I1.1 I2.3 I2.4 I2.5 A203 A2 A203 C3 A203 B2 A203 D4 18' - 11"19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1" 8' - 1" 5' - 5 1/2"I2.1 A A A A E F E HH HH E F E 1 A303 2 A303 A1 A350 Sim A2 A350 Sim A1 A350 Sim A1 A350 Sim A2 A350 Sim A4 A350 Sim A3 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 E I1.5 I2.2 I1.4I1.3I1.2I1.1 I2.3 I2.4 I2.5 3 BR TOWNHOUSE REFER TO A402 2 BR TOWNHOUSE REFER TO A401 0'4'8'16' A203 B2 18' - 11"19' - 5"19' - 5"19' - 5" 8' - 1" 21' - 1" 8' - 1" 5' - 5 1/2"I2.1 A203 D4 A203 A2 A203 C3 BDDB G D G B C C B B C C B G B G BDDB 1 A303 2 A303 A1 A350 Sim A2 A350 Sim A1 A350 Sim A1 A350 Sim A2 A350 Sim A4 A350 Sim A3 A350 Sim 2 BR TOWNHOUSE REFER TO A401 2 BR TOWNHOUSE REFER TO A401 G FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 4 8 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE PLANS - BUILDING I A1101/8" = 1'-0"A3 BUILDING I_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"C3 BUILDING I_LEVEL 2_FLOOR PLAN NO. DESCRIPTION DATE UP FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS J2.2 J1.1 J2.1 J2.3 J2.4 J2.5 J2.9 J2.8 J2.7 A204 A1 A204 C1 A204 B1 A204 C3 STAIR A LOBBY ELEV. A1 A304 A3 A304 C1 A304 DN UP DN A1 A352 A2 A352 0'4'8'16' COMMUNITY PATIO J1.3 J1.4 J1.5 J1.6 J1.7 J1.8 J2.6 9' - 1 1/2"24' - 6"31' - 11"24' - 6"24' - 6"9' - 2 1/2"19' - 0 1/2" 2' - 0" 8' - 5 1/2" 18' - 7" 6' - 7 1/2" 8' - 1" 3' - 2" 15' - 9" 2' - 0" J1.2 A411 3 G K B B K O B B K B K O G N G G K B B K B B K B K P 100.13 100.12 S1B.2 S1B.1 100.8 100.1 109 100.3 110 100.7 100.9 100.2 100.4 100.15 100.5 100.10100.11 100.6 100.14 SF1 SF2 CL 100.6 TEL/DATA 100.13 JAN 100.12 STORAGE 100.9 COMMUNITY ROOM 100.7 REFER TO A411 RESTROOM 100.8 1 BR ACCESSIBLE UNIT 101 REFER TO A406 1 BR UNIT 102 REFER TO A406 2 BR ACCESSIBLE UNIT 103 REFER TO A408 1 BR UNIT 108 REFER TO A406 2 BR UNIT 107 REFER TO A408 1 BR UNIT 106 REFER TO A406 1 BR UNIT 105 REFER TO A406 STAIR B S1B OFFICE 100.1 FILES 100.2 VEST. 100 CORRIDOR C1 CL. 100.4 CL. 100.5 CL. 100.15 CL. 100.14 CL. 100.10 CL. 100.11 G A1 A306 A701 B1 A702 C1 J2.2 J1.1 J2.1 J2.3 J2.4 J2.5 J2.9 J2.8 J2.7 A204 A1 A204 C1 A204 B1 A204 C3 ELEV. A1 A304 A3 A304 C1 A304 UP UP A1 A352 A2 A352 0'4'8'16' W W W W D D D D J1.3 J1.4 J1.5 J1.6 J1.7 J1.8 J2.6 9' - 1 1/2"24' - 6"31' - 11"24' - 6"24' - 6"9' - 2 1/2"19' - 0 1/2" 2' - 0" 8' - 5 1/2" 18' - 7" 6' - 7 1/2" 8' - 1" 3' - 2" 15' - 9" 2' - 0" J1.2 L L MAINTENANCE SHOP 000.1 STAIR A S0A TENANT STORAGE 000.2 EMR 000.13 LAUNDRY 000.12 RESTROOM 000.11 JAN. 000.10 MAINTENANCE STORAGE 000.9 UNASSIGNED 000.8 CORRIDOR C0 MECHANICAL 000.6 ELECTRICAL 000.5 STAIR B S0B TENANT STORAGE 000.4 TEL/DATA 000.7 S0A 000.8 000.9 000.1 000.13 000.12 000.11 000.7 S0B 000.10 000.2 000.4 000.6 000.5 000.3 A1 A306 A701 A1 A702 A1 SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 5 0 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 LOWER VILLAGE BASEMENT AND FIRST FLOOR PLANS A111 1/8" = 1'-0"C1 BUILDING J_LEVEL 1_FLOOR PLAN 1/8" = 1'-0"A1 BUILDING J_LEVEL BASEMENT_FLOOR PLAN NO. DESCRIPTION DATE DN FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS J2.2 J1.1 J2.1 J2.3 J2.4 J2.5 J2.9 J2.8 J2.7 A204 A1 A204 C1 A204 B1 A204 C3 ELEV. A1 A304 A3 A304 C1 A304 DN DN SOLAR PV FIELD ON ROOF BELOW DN DN DN A1 A352 A2 A352 0'4'8'16' J1.3 J1.4 J1.5 J1.6 J1.7 J1.8 J2.6 9' - 1 1/2"24' - 6"31' - 11"24' - 6"24' - 6"9' - 2 1/2"19' - 0 1/2" 2' - 0" 8' - 5 1/2" 18' - 7" 6' - 7 1/2" 8' - 1" 3' - 2" 15' - 9" 2' - 0" J1.2 G O K B B K B B K O G D L M N G O KBM KBB KBBK N G M M S3B S3A 300.10 300.1 300.5300.4 300.3 300.6 300.8 300.7 300.9 300.2 STAIR A S3A 1 BR UNIT 301 REFER TO A406 1 BR UNIT 302 REFER TO A406 2 BR UNIT 303 REFER TO A408 1 BR UNIT 304 REFER TO A406 2 BR UNIT 305 REFER TO A408 1 BR UNIT 306 REFER TO A406 1 BR UNIT 307 REFER TO A406 CORRIDOR C3 MECH 300.3 TEL/DATA 300.8 JAN 300.7 STAIR B S3B CL 300.1 CL 300.2 CL 300.10 CL 300.9 CL 300.4 CL 300.6 CL 300.5 A1 A306 A701 B2 A702 C2 J2.2 J1.1 J2.1 J2.3 J2.4 J2.5 J2.9 J2.8 J2.7 A204 A1 A204 C1 A204 B1 A204 C3 ELEV. A1 A304 A3 A304 C1 A304 DN LOW ROOF TYP. DN UP UP DN A1 A352 A2 A352 0'4'8'16' J1.3 J1.4 J1.5 J1.6 J1.7 J1.8 J2.6 9' - 1 1/2"24' - 6"31' - 11"24' - 6"24' - 6"9' - 2 1/2"19' - 0 1/2" 2' - 0" 8' - 5 1/2" 18' - 7" 6' - 7 1/2" 8' - 1" 3' - 2" 15' - 9" 2' - 0" J1.2 G O K B B K B B K B K O G N Q G K B B K B B K M B K O G N M S2B S2A 200.11 200.1 200.5 200.6200.7 200.9 200.8 200.4 200.3 200.10 200.2 STAIR A S2A CORRIDOR C2 1 BR UNIT 201 REFER TO A406 1 BR UNIT 202 REFER TO A406 2 BR UNIT 203 REFER TO A408 STAIR B S2B 1 BR UNIT 204 REFER TO A406 1 BR UNIT 205 REFER TO A406 2 BR UNIT 206 REFER TO A408 1 BR UNIT 207 REFER TO A406 1 BR UNIT 208 REFER TO A406 MECH 200.3 TEL/DATA 200.9 JAN 200.8 CL 200.1 CL 200.2 CL 200.4 CL 200.5 CL 200.6 CL 200.7 CL 200.10 CL 200.11 A1 A306 A701 A2 A702 A2 SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 5 3 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 LOWER VILLAGE SECOND AND THIRD FLOOR PLANS A112 1/8" = 1'-0"C1 BUILDING J_LEVEL 3_FLOOR PLAN 1/8" = 1'-0"A1 BUILDING J_LEVEL 2_FLOOR PLAN NO. DESCRIPTION DATE FLOOR PLAN GENERAL NOTES 1. SEE GENERAL CONSTRUCTION NOTES ON SHEET A000. 2. SEE G006 & G007 FOR WALL/FLOOR/CEILING/ROOF ASSEMBLIES AND PARTITION TYPES. 3. EXTERIOR WALL ASSEMBLIES PER A1/G007, A2/G007 AND A3/G007 U.O.N. 4. INTERIOR PARTITIONS TO BE TYPE 1A U.O.N. ON FLOOR PLANS D1.1 D2.1 D2.2 D1.2 A2 0 5 B2 A2 0 5 A2 A2 0 5 D2 A1 A305 A2 A305 A410 A2 0'4'8'16' 22' - 1 1/2" 45' - 8"112 113 121 115 119 114 116 117 118 120 A2 A351 COMMUNITY ROOM 119 CUST./MAINT. 118 STORAGE 120 MAIL 112 ADA REST. 117 OFFICE 116 ADA REST. 114 LAUNDRY 115 A205 D1 A205 A1 A205 C1 A205 B1 A4 A305 A5 A305 0'4'8'16' M1.1 M2.1 M1.2 M2.2 18' - 6 1/2" 18' - 6 1/2" 111 A3 A351 SOLAR PV FIELD DN 0'4'8'16' DN20' - 8" 28' - 6" 25' - 7" SOLAR PV FIELD DN 0'4'8'16' 22' - 0" 22' - 0" PV PANEL LOCATION ROOF PLAN LEGEND SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 8 : 5 6 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 COMMUNITY AND MAINTENANCE SHED PLANS AND ROOF PLANS A116 1/8" = 1'-0"A4 BUILDING D_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"A3 BUILDING M_LEVEL 1 _FLOOR PLAN 1/8" = 1'-0"B4 BUILDING D_ROOF PLAN 1/8" = 1'-0"B3 BUILDING M_ROOF PLAN KEY VALUE KEYNOTE TEXT NO. DESCRIPTION DATE UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" A1 A300 0'4'8'16' 3" / 1'-0" UV BASEMENT LEVEL 73' -0 1/2" 7' - 6 " 10 ' - 6 " 10 ' - 0 " METAL CABLE RAILING/GUARD TYP. 84.05' 94.55' 102.05' 74.05' B B B DDD H H H 3" / 1'-0" UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" A1 A300 0'4'8'16' 3" / 1'-0" 7' - 6 " 10 ' - 6 " 84.05' 94.55' 102.05' A A B B BCC D A C A2 A350 3" / 1'-0" A1 A350 Sim A1 A350 Sim A2 A350 Sim A1 A350 Sim UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" A3 A300 0'4'8'16' UV BASEMENT LEVEL 73' -0 1/2" 3" / 1'-0" 3" / 1'-0"3" / 1'-0" 7' - 6" 10' - 6" 10' - 0" 84.05' 94.55' 102.05' 74.05' E F E G G D A4 A306 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" A3 A300 0'4'8'16' UV BASEMENT LEVEL 73' -0 1/2" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 7' - 6 " 10 ' - 6 " 10 ' - 0 " METAL CABLE RAILING/GUARD TYP. 84.05' 94.55' 102.05' 74.05' EFEE G G D G A4 A306 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0"3" / 1'-0" UV BASEMENT LEVEL 73' -0 1/2" 7' - 6 " 10 ' - 6 " 10 ' - 0 " 83.3' 93.8' 101.3' 73.3' H B D D B H H B D D B H 2 A300 3" / 1'-0" UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 7' - 6" 10' - 6" 83.3' 93.8' 101.3' A3 A350 A B C B A A B C B A C C 2 A300 A4 A350 D 3" / 1'-0" A2 A350 Sim A1 A350 Sim A1 A350 Sim A2 A350 Sim UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0" 7' - 6" 10' - 6" 83.3' 93.8' 101.3' F EE G G D 1 A300 3" / 1'-0" 3" / 1'-0" UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' UV BASEMENT LEVEL 73' -0 1/2" 3" / 1'-0"3" / 1'-0"3" / 1'-0" 7' - 6" 10' - 6" 10' - 0" 83.3' 93.8' 101.3' 73.3' E F E GBGG E 1 A300 VERT. SIDING HORZ. LAP SIDING SHINGLE SIDING BOARD AND BATTEN SIDING CONCRETE EXTERIOR CLADDING LEGEND SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 9 : 0 2 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE EXTERIOR ELEVATIONS - BUILDINGS A & B A200 1/8" = 1'-0"A3 BUILDING A_NORTH ELEVATION 1/8" = 1'-0"B3 BUILDING A_SOUTH ELEVATION 1/8" = 1'-0"C3 BUILDING A_EAST ELEVATION 1/8" = 1'-0"D3 BUILDING A_WEST ELEVATION 1/8" = 1'-0"A1 BUILDING B_NORTH ELEVATION 1/8" = 1'-0"B1 BUILDING B_SOUTH ELEVATION 1/8" = 1'-0"C1 BUILDING B_EAST ELEVATION 1/8" = 1'-0"D1 BUILDING B_WEST ELEVATION KEY VALUE KEYNOTE TEXT NO. DESCRIPTION DATE UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 2 A301 0'4'8'16' 7' - 6" 10' - 6" 94.1' 101.6' 83.6' A B B H H B D D B UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 2 A301 A1 A351 A1 A350 Sim 0'4'8'16' 7' - 6" 10' - 6" 94.1' 101.6' 83.6' B C C B A A D D IA A3 A350 Sim A4 A350 Sim A2 A350 Sim UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0"6" / 1'-0" 1 A301 3" / 1'-0" 7' - 6" 10' - 6" 3" / 1'-0"3" / 1'-0"3" / 1'-0" 6" / 1'-0" 6" / 1'-0" 94.1' 101.6' 83.6' J G E UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 6" / 1'-0" 1 A301 7' - 6" 10' - 6" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 94.1' 101.6' 83.6' E E GBG F UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 7' - 6" 10' - 6" 94.3' 101.8' 83.8' H B D D B H H B D 4 A301 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 7' - 6" 10' - 6" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 94.3' 101.8' 83.8' E F E G D G 3 A301 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 7' - 6" 10' - 6" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 94.3' 101.8' 83.8' EF E G D GG E 3 A301 VERT. SIDING HORZ. LAP SIDING SHINGLE SIDING BOARD AND BATTEN SIDING CONCRETE EXTERIOR CLADDING LEGEND UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' A1 A350 Sim A1 A350 Sim A1 A350 Sim 7' - 6" 10' - 6" 94.3' 101.8' 83.8' A A A BCBCBC 4 A301 A2 A350 Sim A2 A350 Sim SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 9 : 0 5 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE EXTERIOR ELEVATIONS - BUILDINGS C & E A2011/8" = 1'-0"A3 BUILDING C_NORTH ELEVATION 1/8" = 1'-0"B3 BUILDING C_SOUTH ELEVATION 1/8" = 1'-0"C3 BUILDING C_EAST ELEVATION 1/8" = 1'-0"D3 BUILDING C_WEST ELEVATION 1/8" = 1'-0"A1 BUILDING E_NORTH ELEVATION 1/8" = 1'-0"C1 BUILDING E_EAST ELEVATION 1/8" = 1'-0"D1 BUILDING E_WEST ELEVATION KEY VALUE KEYNOTE TEXT 1/8" = 1'-0"B1 BUILDING E_SOUTH ELEVATION NO. DESCRIPTION DATE UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 94.1' 101.6' 83.6' 10' - 6" 7' - 6" A AA B C B B BC A D C C 2 A302 A2 A350 Sim A4 A350 Sim A3 A350 Sim UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0"3" / 1'-0"3" / 1'-0" 94.1' 101.6' 83.6' 7' - 6" 10' - 6" H H H H D D D D BBBB 2 A302 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 94.1' 101.6' 83.6' 7' - 6" 10' - 6" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" E FE G D G 1 A302 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 94.1' 101.6' 83.6' 7' - 6" 10' - 6" 3" / 1'-0"3" / 1'-0" 3" / 1'-0" E F E GBG G E 1 A302 VERT. SIDING HORZ. LAP SIDING SHINGLE SIDING BOARD AND BATTEN SIDING CONCRETE EXTERIOR CLADDING LEGEND UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" A1 A350 Sim A1 A350 Sim A1 A350 Sim 0'4'8'16' 3" / 1'-0"3" / 1'-0" 94.2' 101.7' 83.7' 10' - 6" 7' - 6" A B C B A A BC D C 4 A302 A2 A350 Sim A2 A350 Sim UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 94.2' 101.7' 83.7' 7' - 6" 10' - 6" H H H B D B DD B 4 A302 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0"3" / 1'-0" 94.2' 101.7' 83.7' 7' - 6" 10' - 6" F EE G G D G E 3 A302 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 0'4'8'16' 3" / 1'-0"3" / 1'-0" 3" / 1'-0" 94.2' 101.7' 83.7' 7' - 6" 10' - 6" E F E G D G 3 A302 SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 9 : 0 8 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE EXTERIOR ELEVATIONS - BUILDINGS G & H A2021/8" = 1'-0"A3 BUILDING G_NORTH ELEVATION 1/8" = 1'-0"B3 BUILDING G_SOUTH ELEVATION 1/8" = 1'-0"C3 BUILDING G_EAST ELEVATION 1/8" = 1'-0"D3 BUILDING G_WEST ELEVATION 1/8" = 1'-0"A1 BUILDING H_NORTH ELEVATION 1/8" = 1'-0"B1 BUILDING H_SOUTH ELEVATION 1/8" = 1'-0"C1 BUILDING H_EAST ELEVATION 1/8" = 1'-0"D1 BUILDING H_WEST ELEVATION KEY VALUE KEYNOTE TEXT NO. DESCRIPTION DATE VERT. SIDING HORZ. LAP SIDING SHINGLE SIDING BOARD AND BATTEN SIDING CONCRETE EXTERIOR CLADDING LEGEND UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 7' - 6" 10' - 6" 94.5' 102.0' 84.0' 0'4'8'16' A A A A BCBBCBCC 2 A303 A3 A350 Sim A4 A350 Sim A2 A350 Sim A1 A350 Sim A1 A350 Sim A1 A350 Sim UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 3" / 1'-0"3" / 1'-0" 3" / 1'-0" 3" / 1'-0"3" / 1'-0" 7' - 6" 10' - 6" 94.5' 102.0' 84.0' 0'4'8'16' E E F E GBGG 1 A303 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 7' - 6" 10' - 6" 94.5' 102.0' 84.0' 0'4'8'16' H H H H B DD BB DD B 2 A303 UV LEVEL 1 83' -0 1/2" UV LEVEL 2 93' -6 1/2" UV ROOF BASE 101' -0 1/2" 3" / 1'-0" 3" / 1'-0"3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" 7' - 6" 10' - 6" 94.5' 102.0' 84.0' 0'4'8'16' E F E G D G 1 A303 SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 9 : 0 9 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 UPPER VILLAGE TOWNHOUSE EXTERIOR ELEVATIONS - BUILDING I A203 KEY VALUE KEYNOTE TEXT 1/8" = 1'-0"A2 BUILDING I_NORTH ELEVATION 1/8" = 1'-0"C3 BUILDING I_EAST ELEVATION 1/8" = 1'-0"B2 BUILDING I_SOUTH ELEVATION 1/8" = 1'-0"D4 BUILDING I_WEST ELEVATION NO. DESCRIPTION DATE LV LEVEL 1 77' -6" LV LEVEL 2 88' -6" LV LEVEL 3 99' -6" LV ROOF BASE 107' -6 1/2" LV BASEMENT LEVEL 66' -6" A1 A304 A3 A304 A1 A352 A2 A352 0'4'8'16' 8' - 0 1/2" 11' - 0" 11' - 0" 11' - 0" K K B B K B B K KBBKBBKBK K B K B B K B B K G GM M LLL B A1 A306 LV LEVEL 1 77' -6" LV LEVEL 2 88' -6" LV LEVEL 3 99' -6" LV ROOF BASE 107' -6 1/2" LV BASEMENT LEVEL 66' -6" A1 A304 A3 A304 8' - 0 1/2" 11' - 0" 11' - 0" 11' - 0" 0'4'8'16' K KB BK K K B B BB B BK K KB B BB B BK K K L L L G G A1 A306 LV LEVEL 1 77' -6" LV LEVEL 2 88' -6" LV LEVEL 3 99' -6" LV ROOF BASE 107' -6 1/2" LV BASEMENT LEVEL 66' -6" 8' - 0 1/2" 11' - 0" 11' - 0" 11' - 0" 0'4'8'16' 2" / 1'-0" 3" / 1'-0" 3" / 1'-0" 3" / 1'-0" G G G D G G M M N N N N O O O O O P LV LEVEL 1 77' -6" LV LEVEL 2 88' -6" LV LEVEL 3 99' -6" LV ROOF BASE 107' -6 1/2" LV BASEMENT LEVEL 66' -6" 0'4'8'16' 8' - 0 1 / 2 " 11 ' - 0 " 11 ' - 0 " 2" / 1'-0" 3" / 1'-0" 3" / 1'-0" 5" / 1'-0" 11' - 0" N N N O O O G G G Q M Q M G GG VERT. SIDING HORZ. LAP SIDING SHINGLE SIDING BOARD AND BATTEN SIDING CONCRETE EXTERIOR CLADDING LEGEND SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 9 : 1 3 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 LOWER VILLAGE EXTERIOR ELEVATIONS A204 1/8" = 1'-0"A1 BUILDING J_NORTH ELEVATION 1/8" = 1'-0"B1 BUILDING J_SOUTH ELEVATION 1/8" = 1'-0"C1 BUILDING J_EAST ELEVATION 1/8" = 1'-0"C3 BUILDING J_WEST ELEVATION KEY VALUE KEYNOTE TEXT NO. DESCRIPTION DATE UV LEVEL 1 83' -0 1/2" A2 A305 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 82.25' Q G G G UV LEVEL 1 83' -0 1/2" A1 A305 0'4'8'16' 82.25' Q Q Q UV LEVEL 1 83' -0 1/2" A1 A305 0'4'8'16' 82.25' G GG A2 A351 UV LEVEL 1 83' -0 1/2" A2 A305 0'4'8'16' 3" / 1'-0" 3" / 1'-0" 82.25' Q G UV LEVEL 1 83' -0 1/2" A5 A305 0'4'8'16' 3" / 1'-0" 83.25' A3 A351 UV LEVEL 1 83' -0 1/2" A4 A305 0'4'8'16' 83.25' UV LEVEL 1 83' -0 1/2" A4 A305 0'4'8'16' 83.25' UV LEVEL 1 83' -0 1/2" A5 A305 0'4'8'16' 3" / 1'-0" 83.25' A3 A351 VERT. SIDING HORZ. LAP SIDING SHINGLE SIDING BOARD AND BATTEN SIDING CONCRETE EXTERIOR CLADDING LEGEND SHEET TITLE SHEET NO The Brewery 179 Boylston Street Jamaica Plain, MA 02130 617-524-5558 617-524-5544 CONSULTANT CLIENT PR O J E C T T I T L E STAMP © 2017 STUDIO G ARCHITECTS DATE CHECKED BY PROJECT NO DRAWN BY SCALE A R C C H I T E T S D C B A 1 2 3 4 5 1 2 3 4 5 T F b u i l d i n g c o m m u n i t i e s su s t a i n a b l e s t u dio As indicated 11 / 1 / 2 0 2 2 9 : 1 9 : 1 4 A M 95 L A W R E N C E R O A D HO U S I N G 95 L A W R E N C E R O A D W E L L F L E E T , M A 0 2 6 6 7 PRESERVATION OF AFFORDABLE HOUSING (POAH) 22101 AR, RL, HP AB 2022-11-01 COMMUNITY BUILDING AND MAINTENANCE SHED EXTERIOR ELEVATIONS A2051/8" = 1'-0"A2 BUILDING D_EAST ELEVATION 1/8" = 1'-0"C2 BUILDING D_NORTH ELEVATION 1/8" = 1'-0"D2 BUILDING D_SOUTH ELEVATION 1/8" = 1'-0"B2 BUILDING D_WEST ELEVATION 1/8" = 1'-0"A1 BUILDING M_EAST ELEVATION 1/8" = 1'-0"D1 BUILDING M_NORTH ELEVATION 1/8" = 1'-0"C1 BUILDING M_SOUTH ELEVATION 1/8" = 1'-0"B1 BUILDING M_WEST ELEVATION KEY VALUE KEYNOTE TEXT NO. DESCRIPTION DATE FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 FORWARD at the Rock PHASE II PROJECT APPLICATION Brewster Community Preservation Committee December 1st, 2022 FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 December 1, 2022 Brewster Community Preservation Committee Brewster Town Hall Re: FORWARD at the Rock Phase II Dear Committee Members: Thank you very much for the opportunity to apply for CPC capital funding for the construction of new affordable homes at FORWARD at the Rock on Hokum Rock Road in Dennis. This new Phase II construction will create eight one-bedroom apartments for independent living to accommodate developmentally disabled adults who still need supportive services, health and safety supervision and access to 24-hour emergency response, but do not require a congregate setting with around-the-clock staffing. These eight new homes represent the fulfillment of our original commitment to the Town of Dennis and the Cape Cod community to build a total of 16 special needs housing units at the Hokum Rock site. These apartments will address the critical regional need for affordable housing, and are responsive to the goals of the Community Preservation Committee, including those articulated in the Town of Brewster Community Preservation Plan, FY23-FY27. Nowhere is the need for this type of housing felt more acutely than in the mid-Cape, and although this housing will not be eligible for the Brewster Subsidized Housing Inventory, it will help ease the housing crises in our immediate area, and specifically address the shortage of extremely affordable housing for people with disabilities. The two group homes we opened in the fall of 2020 were quickly fully occupied and have now been operating as planned for two years. The homes were opened on time and on budget, and we believe serve as a compelling example of a very successful municipal/nonprofit multi-town partnership. Phase II has already received support from the state’s Department of Developmental Services, which will once again select and support the residents. With much of the needed infrastructure, including utilities and most of the driveway, already brought to the site, we believe we can expeditiously move this project to completion if we receive sufficient early funding. The Dennis Planning Board has already approved our Special Permit, and we expect the homes to be open within two years from now. Your 2019 funding of FORWARD at the Rock Phase I was crucial to the success of the project. Your commitment enabled us to close our funding gap and thus start construction and ultimately get the project built and operating on-time and on-budget. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 Today, we respectfully request a grant of $120,000 from the Community Preservation Committee to help fund the direct hard and soft costs of Phase II construction. Because PHASE II requires more square footage than the first phase, and due to increases in construction costs, we are today asking for 50% more than the $80,000 you awarded for Phase I. A $120,000 commitment represents about 2.8% of the total $4.3 million construction cost. Also, rest assured that your local public support will be leveraged to raise federal, state and other local Cape CPC funding, and help us secure a mortgage. It will also encourage donations from local individuals, businesses and foundations and demonstrate meaningful community support. We are extremely grateful for your past funding and very much hope you will once again support our efforts to complete FORWARD at the Rock. Thank you again for this opportunity. We look forward to meeting with you and answering any questions you may have. Sincerely yours, Kathy Ohman Kathy Ohman President, FORWARD ohmankathy@gmail.com FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING - Town of Brewster Community Preservation Committee December 1, 2022 Date Application Submitted: December 1, 2022 Name of Project Applicant: FORWARD (Friends Or Relatives With Autism & Related Disabilities) Name of Co-Applicant(s), if applicable: Name of Contact Person: David Kaplan Contact Person’s Mailing Address: PO Box 1174, S. Dennis, MA 02638 Contact Person’s Daytime Phone Number: 508-397-6924 Contact Person’s email Address: dkaplan@go-foreward.org Proposed Project Name: Forward at the Rock, PHASE II Project Address (or assessor’s parcel ID): 131 Hokum Rock Road, Dennis, MA 02638 Project Synopsis: The project is new construction of eight affordable and supportive one-bedroom apartments for Cape Codders with autism and related disabilities who can live independently but still need supportive services, health and safety supervision and access to 24-hour emergency response, but do not require a congregate setting with around-the-clock staffing. All apartments will be built at ground level, and all will be barrier free, fully accessible, and designed to accommodate the sensory needs of residents with developmental disabilities. The building will include a common area for socializing with friends and family, skill training, shared meals and more. Supportive services will be provided by the Massachusetts Department of Developmental Disabilities (DDS), which will also select and place all residents. Affordability is restricted to incomes less than 30% of Area Median Income and all rents will be subsidized through project-based vouchers. The decision to build apartments for supported independent living was based on an assessment of the housing needs of the Cape’s developmentally disabled population. Although all forms of housing are needed for these vulnerable and housing insecure members of our community, it was determined that these apartments presented the most immediate need and had the highest likelihood of getting built on a timely basis. Category: ☐ Open Space ☐ Historic Preservation ☐ Recreation  Community Housing CPA funding requested $120,000. Total Cost of Proposed Project $4,325,000. APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 2 PROJECT DESCRIPTION Please describe your project, answering all of the following questions in the order presented. Applications will be considered incomplete if all requested information is not provided. Include supporting materials (maps, diagrams, photos, etc.). Please number pages of application. 1. Project Description: Describe the proposed project. Is this part of a larger project or an ongoing project? Project Description We are building eight new units of extremely affordable housing (<30% of Area Median Income) to help address the acute shortage of appropriate and fully accessible housing for Cape Cod adults with developmental disabilities. Residents will be selected from across the Cape based on their immediate housing vulnerability and need for supportive services, and we anticipate that multiple Community Preservation Committees from across the Cape will contribute to the project funding, as will the County and Commonwealth. We can report that of the current Phase I residents, one comes each comes from Yarmouth, Orleans, Dennis and Sandwich and four are from Barnstable. Although as yet no Brewster resident has been placed, placement is based on need, so Brewster residents likely will be selected in the future. Each apartment will have one-bedroom and will be fully accessible, barrier-free, and each designed to accommodate one adult with Autism or other developmental disability who does not require on-site 24/7 care, but will require supports and services, assistive technology, and health and safety access. The homes will be built adjacent to Phase I on land already leased to FORWARD by the Town of Dennis. Each apartment will have a small but complete kitchen, a rear deck, direct front entry from the sidewalk, fire suppression system, wheelchair accessible showers, and a washer/dryer. The building will also have a common area for socializing, getting together with friends and family, skill training, shared meals, recreation, workouts, and more. The space will include a television viewing area for sports and movie nights, a kitchenette for life skills training and shared meals, exercise equipment, and a game and ping- pong tables. Detailed plans and additional project information is attached to this application. As with Phase I (two side-by-side group homes accommodating 8 residents), PHASE II residents will be Department of Developmental Services (DDS) clients and will be selected, placed, supported and served by DDS. Along with project funding, FORWARD anticipates using Department of Housing and Community Development Project Based Rental Vouchers for all units. These vouchers will enable those most economically in need to qualify for residence even if they don’t have a voucher themselves, and they will also provide sufficient cash flow to pay the project’s mortgage, maintain the property, and fund long-term operating and capital reserves to ensure the project’s sustainability. History This new PHASE II construction will be adjacent to FORWARD at the Rock Phase I, a regional housing project designed to provide lifelong homes for Cape Codders with Profound Autism and other developmental disabilities. Phase I of the project, completed in 2020, consists of two side-by-side group homes each with four residents with profound disabilities. Around-the-clock staffing and services are provided by Cape Abilities in partnership with the state’s Department of Developmental Services (DDS), which selected the residents from among its clients served by the Cape Cod DDS area office. FORWARD acted as the developer of the project and owns the buildings which are located on 4.6 acres of town-owned land in Dennis. The APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 3 building was opened on schedule and on budget and has been fully occupied and operating as planned since opening. Brewster’s Community Preservation Committee contributed $80,000 to construction of Phase I, and that commitment enabled FORWARD to close on its mortgage financing and begin construction. Please see the attached Housing Needs Study, funded under a grant from the Barnstable County Economic Development Council, and conducted by Empower Success Corps, a nonprofit consulting organization for more information about the pressing need for this housing. Regional Impact It is important to note that although the Town of Dennis has provided the land and is supporting construction of PHASE II with $750,000 in grants from its CPC and Affordable Housing Trust, the town gets no preference in resident placement. Instead, DDS selects tenants from its entire pool of Cape Cod clients. Further, for Phase I construction, in addition to $500,000 from the Dennis CPC, CPCs from Brewster, Barnstable, Yarmouth, Chatham and Mashpee contributed another $550,000 to the project. This is truly Cape-wide regional housing providing affordable forever homes for some of our most vulnerable and housing-insecure citizens. These benefits are open to all qualifying Cape Codders, including Brewster residents. Project Readiness FORWARD is ready to start construction as soon as the needed capital funding is committed. We forecast that funding will be in place in Spring 2023, and construction will commence in late summer of 2023. Our development team is in place: Housing Assistance Corporation (Development Consultant), Union Studio (Architect), Horsley Witten (Civil Engineers), Gary Barber (Clerk-of-the-Works), as well as a permitting attorney, closing attorney, accountant, CPA, and Building Committee. Pre-development of the project is well advanced, and we are now entering a phase of development focused on raising the $4,325,000 needed to complete construction. In October of last year, the Dennis Select Board unanimously approved PHASE II and, as noted above, the Dennis Community Preservation Committee unanimously approved a $685,000 construction grant, and the Dennis Affordable Housing Trust approved a $65,000 grant for pre-development costs. This funding represents a 50% increase in the $500,000 Dennis committed for Phase I construction. In addition, an $85,000 pre-development grant for FORWARD was included in the just-passed state budget so we have adequate funding for those costs. Finally, our Special Permit has been approved by the planning board, and the project has been approved by the Old King’s Highway Historic Committee. Meets Funding Criteria & Benefits Town of Brewster Although the project will not contribute to Brewster’s Subsidized Inventory, it does add 8 units to the mid- Cape’s inventory of extremely low income affordable housing desperately needed across the region. Because residents are selected by the Cape and Islands Area Office of the Department or Developmental Services, located in Hyannis based on need, no town has local preference for residence. Although the APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 4 project is not designated as a 40B, all resident rents will be subsidized, all residents must have incomes less than 30% of Area Median Income, and no resident will pay more than 30% of that income towards rent. No single Cape Cod town has the resources to undertake this type of project. The need is clear, but building affordable housing for this special population is expensive and complicated. To be successful, FORWARD needs the support of the Cape community, including the County and local municipalities. Site, Zoning, Property The project received zoning approval from the Dennis Planning Board on October 17th, 2022 under the Town’s Affordable Housing By-Law. The site is 4.6 acres of Town owned land leased to FORWARD for 99 years. It is in a residential neighborhood, but is bounded by additional town owned land, gravel and sand pits both active and inactive, PHASE I of FORWARD at the Rock, and one house at 151 Hokum Rock Road. The site is slopped north to south, with sandy soil and scrub pines. FORWARD anticipates a temporary construction right of way over adjacent town sand pit land to minimize disruption to the neighbors and the staff and resident of Phase I, and also reduce wear and tear to the existing driveway. Please see the attached supporting documents. Summary The population we serve is often not able to advocate on their own behalf, and all too often they are isolated and living in sub-standard conditions. FORWARD is the only organization exclusively devoted to addressing the demand to build lifelong homes for these Cape Codders who need our help. FORWARD at the Rock PHASE II is a regional project that addresses an ongoing crises of housing insecurity. (See Attached Housing Needs Study, funded under a grant from the Barnstable County Economic Development Council, and conducted by Empower Success Corps, a nonprofit consulting organization) 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. N/A 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).  Increase the supply of year-round affordable rental housing for all types of households, such as young singles and couples, families, and seniors. The project specifically fits this goal, particularly for young singles and seniors. However, resident will be 22 years or older because that is when DDS clients transition from town provided special education programs into adult DDS services.  Build support for addressing housing needs through partnerships with conservation groups and non-profit and for-profit developers. APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 5 We are a nonprofit developer working with many nonprofit service providers including the Housing Assistance Corporation and Cape Abilities, as well as government agencies including the Department of Developmental services and the Department of Housing and Community Development  Create housing that is affordable and appropriate for very low-income seniors and people with disabilities. These homes are custom designed for people with developmental disabilities and are fully handicap accessible and can accommodate a wide range physical issues, thus allowing resident to age in place. They are also Extremely Affordable at 30% AMI. DDS further describes the population in need here Our goal is to provide housing to Individuals who are eligible with the Department of Developmental Services. Some of these adults are at risk for exploitation as well as could be in recovery from drug/alcohol abuse. DDS is a state agency that also works with transitioning adults from School based services to Adult supports. This includes people previously supported by DCF who meet criteria for an Intellectual Disability or Autism Spectrum Disorder. DDS would assist in prioritizing who is to receive an apartment and adults who are homeless or deemed at risk for homelessness would be given priority. The goal is to provide permanent stable housing to adults with ID/DD on Cape Cod.  Ensure long term affordability. The affordability of this housing is permanently restricted through our ground lease with the Town of Dennis, and through various covenants already entered into with the Massachusetts Department of Housing and Community Development, Dennis, and other towns including Brewster.  Commit to a resident selection process that promotes diversity and does not include a local preference All tenants will have developmental disabilities, and may also have other diverse attributes. There is no local preference for any town, including Dennis. Residents are selected by DDS from across the Cape based on need. Goals Not Directly Addressed Although the project does not directly address the following three Brewster specific criteria, it does advance those goals in the immediate area, and adds to the region’s housing stock, particularly Extremely Affordable (<30% AMI) housing.  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. APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 6 In addition, the project also is directly responsive to the Brewster Community Preservation Committee’s top Community Housing Goal articulated in the Town Of Brewster Community Preservation Plan, FY23-FY27: “1. Create community housing, including affordable housing, that will address documented local and regional housing needs including, but not limited to, affordable year-round senior housing options, year- round rental housing and housing assistance for low-income families and seniors, and housing for residents with special needs, such as Veterans.” 4. Community Benefits: What are the community benefits of the project? Following the opening of Phase I, FORWARD began the process of determining what housing type and configuration would be best to complete the organization’s commitment to build 16 total bedrooms at the Hokum Rock site. FORWARD secured a grant from the Barnstable County Economic Development Committee to form a Task Force and commission a Market Study (attached) to determine what type and form supportive housing was needed. Empower Success Corps, a Boston nonprofit consulting group, was engaged to produce the analysis with information gathered from existing sources, surveys and interviews with stakeholders including service providers, parents, housing and other government agencies, schools and others, and additional data sources. The Task Force, consisting of various representatives of those groups, considered other factors for decision making such as the post-Covid economic and funding environment, and the capacity of the Department of Developmental Services to fund various support models including group homes and apartments for independent living. The group considered the findings of the Market Analysis, additional data supplied by the UMass Donahue Institute, and discussions with the Department of Department of Developmental Services, the Dennis Town Planner and others. Ultimately, the group reached consensus that 8 one-bedroom apartments for independent living to accommodate developmentally disabled adults who do not require a congregate setting with around-the-clock on-site staffing, but do still need supportive services, health and safety supervision and access to 24-hour emergency response. The FORWARD Board of Directors approved that decision in late 2021, and on October 18th, 2021 the Dennis Select Board approved the decision. Pre-Developmental planning for FORWARD at the Rock PHASE II then immediately began. and on October 17, 2022 the project received zoning approval from the Dennis Planning Board. 5. Community Support: What is the nature and level of support for this project? Include letters of support and any petitions. We have benefitted from overwhelming community support, both from Dennis and from across the Cape, as the attached Letters of Support attest. You will note that these letters come parents, government representatives and service providers from across the Cape. We have encountered no NIMBYism, and have the full support of the broader community. For example, we would point to your past support of Phase 1 construction, as well as hundreds of volunteers, and our recent fundraising event which attracted 170 APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 7 attendees, over 25 sponsors and more than 60 donors. Our recent $685,000 grant from the Dennis CPC was passed unanimously by the Committee, and subsequently passed unanimously by the Select Board, Finance Committee and Town Meeting. 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? Our goal is to complete the project in late summer, 2024. Engineering and design have been done, and the project has received zoning approval. The only major hurdle remaining is to raise the funding needed to get construction started. Here is the anticipated timeline: • Completed: Pre-Development Design and Engineering • Completed: Dennis Select Board Approval • Completed: Application for Planning Board Approval • Completed: Zoning Approval – Special Permit • December 1, 2022: All Capital Funding Applications Submitted • February 1, 2023: Bid Package Sent to General Contractors • April 1, 2023: Contractor Selected • May 1, 2023: Building Permit Application Filed • May 30, 2023: Capital Fundraising Complete • June 1, 2023: Closing on Financing Commences • July 30, 2023: Financing Closed • August 15, 2023: SITE WORK COMMENCES • October 15, 2023: Foundations Complete • November 15, 2023: Exterior Framing & Sheathing Complete • December 15, 2023: Roofing & Exterior Windows & Doors Complete • December 30, 2023: Rough HVAC, Plumbing, Electric Complete • January 15, 2024: Exterior Trim & Siding Complete • December 15, 2023: Roofing & Exterior • January 30, 2024: Interior Framing Complete • February 30, 2024: Insulation, Drywall Complete • April 15, 2024: Interior Trim Complete • May 1, 2023: Building Permit Application Filed • May 30, 2023: Capital Fundraising Complete • June 1, 2023: Closing on Financing Commences • July 30, 2023: Financing Closed • August 15, 2023: SITE WORK COMMENCES • October 15, 2023: Foundations Complete • November 15, 2023: Exterior Framing & Sheathing Complete • December 15, 2023: Roofing & Exterior Windows & Doors Complete APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 8 • December 30, 2023: Rough HVAC, Plumbing, Electric Complete • January 15, 2024: Exterior Trim & Siding Complete • January 30, 2024: Interior Framing Complete • February 30, 2024: Insulation, Drywall Complete • April 15, 2024: Interior Trim Complete • May 15, 2024: Flooring and Cabinetry Complete • June 15, 2024: Painting, HVAC, Plumbing & Electrical Complete • July 30, 2024: Occupancy Permit Issued • August 1, 2024: DDS Compliance Completed • August 15, 2024: OPEN FOR RESIDENTS APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 9 7. Credentials: What are the qualifications and relevant experience of those undertaking the project? Please see the attached document, FORWARD Governance, Operations, & Timeline for FORWARD’s credentials and background. As previously noted, our development team is in place: • Housing Assistance Corporation (Development Consultant), • Union Studio (Architect), • Horsley Witten (Civil Engineers), • Gary Barber (Clerk-of-the-Works), • Permitting Attorney (Singer & Singer), • Closing Attorney (Ahment Klauer), • Accountant (Glivinski Associates), • CPA (Sanders, Walsh & Eaton) • Building Committee 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. Total cost of the project is projected at $4,325,000.00. Sources and uses are outlined below, and more detailed sources of funds and expenses/uses is attached in the Financial Information Section. Funding Details A detailed development budget is attached to this application. The project has no land cost because the land is already leased from the Town of Dennis at $1.00 per year, with rent paid up for 99 years. In addition to the current $835,000 in funding detailed below, we have applied for $1.5 million in state funding in response to a July 20 DHCD Notice of Funding Availability for Supportive Housing, $180,000 from the Yarmouth CPC, and will be applying for $250,000+ in County ARPA funding, as well as funding from other CPCs including Barnstable, Harwich, Orleans, Sandwich, Mashpee, and Sandwich, with the final balance of funds coming from an institutional mortgage lender and our own Owner’s Equity. Because PHASE II is projected to cost about 50% more than PHASE I due to increased square footage, a different configuration and increased per foot construction costs, we are requesting $120,000 from the Brewster CPC, about 2.8% of the total project cost. APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 10 Any dollars granted from Brewster Community Development funds will be designated for construction costs, which will be closely monitored by DHCD, DDS, the institutional lender, and a 3rd party architect representing their interests. Sources Summary: Source Date Applied Amount Requested Status Estimated Award Date Dennis CPC 6/6/2022 $685,000 Complete Awarded Dennis Affordable Housing Trust $65,000 Complete Awarded State Funding Earmark 8/18/2022 $85,000 Complete Awarded State Funding - DHCD 10/26/2022 $1,500,000.00 Submitted Spring, 2023 Yarmouth CPC 10/26/2022 $180,000.00 Submitted Spring, 2023 Brewster CPC 12/1/2022 $120,000.00 Submitted Spring, 2013 Barnstable CPC Rolling $375,000.00 TBD Spring, 2023 Other CPCs Various $265,000.00 TBD Various Mortgage TBD $600,000.00 Estimate At Closing Owner Equity TBD $200,000.00 Estimate At Closing Barnstable County ARPA TBD $250,000.00 TBD TBD TOTAL 4,325,000.00 Expense Details: Construction cost estimates are based on the actual final costs of Phase 1, modified to account for market changes that have occurred since that construction. HAC has provided input on construction pricing and soft costs based on their actual costs and bid pricing from their more recent affordable housing projects. The budget assumes a total development cost of $4,325,000. APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 11 Long-term property management will be carried out by the Dennis Housing Authority. Operating costs assumptions are based on input from Housing Assistance Corporation based on similar-sized projects in the region with third-party management. Fundraising is expected to be completed by late winter/early spring 2023, with financial closing in late spring/early summer 2023, and construction beginning in late summer/early fall, with construction completion in late spring/early summer 2024. Uses Summary: Description Cost Structural Hard Costs $1,921,374.00 Site Work Hard Costs $558,750.00 General Conditions & Permitting $173,080.00 Construction Contingency $296,871.00 Construction Soft Costs $419,819.00 Overheads, Fees & Reserves $569,604.00 Land Acquisition $0.00 TOTAL $ 4,325,000.00 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. Financial Information We have attached our most recent CPA Financial Review from the Fiscal Year ended June 20, 2021. We are currently going through the review for the year ended June 30, 2022. We have attached the P&L and Balance Sheet for the year, as well as our Year-to-Date statement for July 1, 2022 to October 31, 2022. APPLICATION FOR COMMUNITY PRESERVATION ACT FUNDING Town of Brewster Community Preservation Committee, December 1st, 2022 12 9. Maintenance: If ongoing maintenance is required for your project, who will be responsible for maintenance and how will it be funded? FORWARD will be responsible for all maintenance and capital repairs. Maintenance will be funded from cash flow from rents, and will be outsourced to a third-party property manager such as Cape Associates, Inc. FORWARD will also maintain a Capital Reserve Fund to cover any unanticipated capital expenses. However, repair and replacement costs should be minimal since this will be new construction overseen by the FORWARD Clerk-of-the-Works, the FORWARD architect, the lender’s architect and the FORWARD Building Committee, and warranted by the General Contractor for one year. FORWARD will also maintain service contracts and warrantees for all building systems. 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. FORWARD has site control through a 99-Year Ground Lease with the landowner, the Town of Dennis. The rent is $1.00 per year and is fully paid through the year 2118. Please see the attached lease and other supporting documentation. The following document packages are attached to this application: • PHASE II Design & Engineering • Housing Needs Study • Site Information • Letters of Support • FORWARD Organization Information • Organization and Project Financial Information and Budgets FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 FORWARD at the Rock PHASE II Design Brewster Community Preservation Committee December 1st, 2022 DN 40' - 3" 17' - 9 " 17' - 5 " 17' - 5 " 17' - 9 " 70' - 3 " 14' - 0 " 8' - 0" 16' - 0 " 5' - 6" 44' - 0 " 28' - 0" 7' - 8 " 40' - 11"70' - 3" 20' - 9" 17' - 9"17' - 5"17' - 5"17' - 9" 16' - 0" 5' - 6 " 40' - 3 " 8' - 0 " 14' - 0" UNIT 1 UNIT 2 UNIT 3 UNIT 4 UNIT 5 UNIT 6 UNIT 7 UNIT 8 W D W D W D W D W D W D W D W D OFFICE COMMUNITY ROOM KITCHEN JAN. PORCH PORCH ENTRY PORCH PORCH ENTRY PORCH ENTRY PORCH ENTRY PORCH PORCH PORCH PORCH PORCH PORCH PORCH PORCH RAMP DOWN TO GRADE SCALE: 1/8" = 1'-0"A101A3 FIRST FLOOR PLAN SCALE: DATE: JOB #: © 2022 UNION STUDIO ARCHITECTURE & COMMUNITY DESIGNTHESE DOCUMENTS HAVE BEEN PREPARED SPECIFICALLY FOR THEY ARE NOT SUITABLE FOR USE ON OTHER PROJECTS OR IN OTHER LOCATIONS WITHOUT THE APPROVAL AND PARTICIPATION OF UNION STUDIO. REPRODUCTION IS PROHIBITED. OWNER: D 1 C B A 2 3 4 5 D C B A 1 2 3 4 5 1/8" = 1'-0" 9/8 / 2 0 2 2 4 : 0 8 : 1 1 P M C : \ U s e r s \ e v e l y n \ D o c u m e n t s \ R e v i t L o c a l F i l e s \ 2 2 _ 0 8 1 5 H R 2 R e s i d e n c e + C o m m u n i t y B u i l d i n g _ U N S _ E v e l y n . r v t A101 FIRST FLOOR PLAN 9/9/2022 2176 F.O.R.W.A.R.D., Inc. 131 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S FO R W A R D A T T H E R O C K - P H A S E I I SPECIAL PERMIT APPLICATION F.O.R.W.A.R.D., Inc.F.O.R.W.A.R.D., Inc. P.O. BOX 1174 SOUTH DENNIS, MA 02660 Phone: (508) 385-HOME SQUARE FOOTAGE TOTALS TOTAL HEATED GROSS - 6,942 SF TOTAL HEATED NET - 6,478 SF RESIDENTIAL - 5,248 SF (NET) - SINGLE UNIT - 656 SF (NET) COMMON AREA - 1,230 SF (NET) TOTAL UNHEATED - 1,185 SF BASEMENT - 1,185 SF (NET) TOTAL PORCH - 1,587 SF UNIT PORCHES - 896 SF (NET) ENTRY PORTICOS - 352 SF (NET) COMMON PORCHES - 339 SF (NET) REVISION SCHEDULE NO.ISSUE DATE DS DS DS DS DS DS DS DS DS DS DS DS DSDS DS DS DS SLOPE 14:12 SLO P E 8:1 2 SLO P E 8:1 2 SLOPE 14:12 SLO P E 4:1 2 SLO P E 4:1 2 SLOPE 8:12 SLOPE 8:12 SLO P E 14: 1 2 SLO P E 14: 1 2 SLOPE 8:12 SLOPE 8:12 SCALE: DATE: JOB #: © 2022 UNION STUDIO ARCHITECTURE & COMMUNITY DESIGNTHESE DOCUMENTS HAVE BEEN PREPARED SPECIFICALLY FOR THEY ARE NOT SUITABLE FOR USE ON OTHER PROJECTS OR IN OTHER LOCATIONS WITHOUT THE APPROVAL AND PARTICIPATION OF UNION STUDIO. REPRODUCTION IS PROHIBITED. OWNER: D 1 C B A 2 3 4 5 D C B A 1 2 3 4 5 1/8" = 1'-0" 9/8 / 2 0 2 2 4 : 0 8 : 1 4 P M C : \ U s e r s \ e v e l y n \ D o c u m e n t s \ R e v i t L o c a l F i l e s \ 2 2 _ 0 8 1 5 H R 2 R e s i d e n c e + C o m m u n i t y B u i l d i n g _ U N S _ E v e l y n . r v t A102 ROOF PLAN 9/9/2022 2176 F.O.R.W.A.R.D., Inc. 131 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S FO R W A R D A T T H E R O C K - P H A S E I I SPECIAL PERMIT APPLICATION F.O.R.W.A.R.D., Inc.F.O.R.W.A.R.D., Inc. P.O. BOX 1174 SOUTH DENNIS, MA 02660 Phone: (508) 385-HOME SCALE: 1/8" = 1'-0"A1021 FLOOR PLAN - ROOF REVISION SCHEDULE NO.ISSUE DATE SCALE: DATE: JOB #: © 2022 UNION STUDIO ARCHITECTURE & COMMUNITY DESIGNTHESE DOCUMENTS HAVE BEEN PREPARED SPECIFICALLY FOR THEY ARE NOT SUITABLE FOR USE ON OTHER PROJECTS OR IN OTHER LOCATIONS WITHOUT THE APPROVAL AND PARTICIPATION OF UNION STUDIO. REPRODUCTION IS PROHIBITED. OWNER: D 1 C B A 2 3 4 5 D C B A 1 2 3 4 5 1/8" = 1'-0" 9/8 / 2 0 2 2 4 : 0 8 : 4 4 P M C : \ U s e r s \ e v e l y n \ D o c u m e n t s \ R e v i t L o c a l F i l e s \ 2 2 _ 0 8 1 5 H R 2 R e s i d e n c e + C o m m u n i t y B u i l d i n g _ U N S _ E v e l y n . r v t A201 EXTERIOR ELEVATIONS 9/9/2022 2176 F.O.R.W.A.R.D., Inc. 131 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S FO R W A R D A T T H E R O C K - P H A S E I I SPECIAL PERMIT APPLICATION F.O.R.W.A.R.D., Inc. SCALE: 1/8" = 1'-0"A201D1 ILLUSTRATIVE EAST ELEVATION SCALE: 1/8" = 1'-0"A201C1 ILLUSTRATIVE NORTH ELEVATION SCALE: 1/8" = 1'-0"A201A1 ILLUSTRATIVE SOUTH ELEVATION SCALE: 1/8" = 1'-0"A201B1 ILLUSTRATIVE WEST ELEVATION F.O.R.W.A.R.D., Inc. P.O. BOX 1174 SOUTH DENNIS, MA 02660 Phone: (508) 385-HOME REVISION SCHEDULE NO.ISSUE DATE SCALE: DATE: JOB #: © 2022 UNION STUDIO ARCHITECTURE & COMMUNITY DESIGN THESE DOCUMENTS HAVE BEEN PREPARED SPECIFICALLY FOR THEY ARE NOT SUITABLE FOR USE ON OTHER PROJECTS OR IN OTHER LOCATIONS WITHOUT THE APPROVAL AND PARTICIPATION OF UNION STUDIO. REPRODUCTION IS PROHIBITED. OWNER: D 1 C B A 2 3 4 5 D C B A 1 2 3 4 5 1/8" = 1'-0" 9/8 / 2 0 2 2 4 : 0 8 : 4 4 P M C : \ U s e r s \ e v e l y n \ D o c u m e n t s \ R e v i t L o c a l F i l e s \ 2 2 _ 0 8 1 5 H R 2 R e s i d e n c e + C o m m u n i t y B u i l d i n g _ U N S _ E v e l y n . r v t A201 EXTERIOR ELEVATIONS 9/9/2022 2176 F.O.R.W.A.R.D., Inc. 131 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S FO R W A R D A T T H E R O C K - P H A S E I I SPECIAL PERMIT APPLICATION F.O.R.W.A.R.D., Inc. SCALE: 1/8" = 1'-0"A201D1 ILLUSTRATIVE EAST ELEVATION SCALE: 1/8" = 1'-0"A201C1 ILLUSTRATIVE NORTH ELEVATION SCALE: 1/8" = 1'-0"A201A1 ILLUSTRATIVE SOUTH ELEVATION SCALE: 1/8" = 1'-0"A201B1 ILLUSTRATIVE WEST ELEVATION F.O.R.W.A.R.D., Inc. P.O. BOX 1174 SOUTH DENNIS, MA 02660 Phone: (508) 385-HOME REVISION SCHEDULE NO.ISSUE DATE 27 ’ - 0 ” FR O M A V E R A G E E X I T I N G GR A D E T O T O P O F R O O F 27 ’ - 0 ” FR O M A V E R A G E E X I T I N G GR A D E T O T O P O F R O O F 27 ’ - 0 ” FR O M A V E R A G E E X I T I N G GR A D E T O T O P O F R O O F 27 ’ - 0 ” FR O M A V E R A G E E X I T I N G GR A D E T O T O P O F R O O F T.O. ROOF 23’-3” T.O. ROOF 23’-3” T.O. ROOF 23’-3” T.O. ROOF 23’-3” FIRST FLOOR 0’-0” (119.0’) FIRST FLOOR 0’-0” (119.0’) FIRST FLOOR 0’-0” (119.0’) FIRST FLOOR 0’-0” (119.0’) AVERAGE EXISTING GRADE -4’-3” (114.75’) AVERAGE EXISTING GRADE -4’-3” (114.75’) AVERAGE EXISTING GRADE -4’-3” (114.75’) AVERAGE EXISTING GRADE -4’-3” (114.75’) T.O. PLATE 8’-8” T.O. PLATE 8’-8” T.O. PLATE 8’-8” T.O. PLATE 8’-8” T.O. PLATE 8’-8” T.O. PLATE 8’-8” T.O. PLATE 8’-8” T.O. PLATE 8’-8” BASEMENT -8’-3” ASPHALT SHINGLE ROOF - TYP. ALUMINUM DOWNSPOUTS & GUTTERS - TYP. PNTD LATTICE & TRIM - TYP. COMPOSITE TRIM (BORAL OR EQ.), POSTS & BRACKETS, PNTD. - TYP. NATURAL CEDAR SHINGLE LEFT TO WEATHER - TYP. INSULATED FIBERGLASS DOORS - TYP. PROPOSED FINISH GRADE - SEE SITE PLANS EXISTING GRADE - SEE SITE PLANS INSULATED VINYL CLAD WOOD CASEMENT WINDOWS - TYP. H Y D EHH EM E GM GM GM N80° 19' 01"E 103.95' N85° 17' 11"E 80.59' N78° 47' 51"E 185.78' N87° 58' 01"E 155.09' N89° 54' 41"E 71.36' N0 9 ° 0 9 ' 2 9 " W 18 4 . 5 3 ' L=105.07'R=863.62' TV T S N / F COLIN S. & HELENE SCOGGINS DEED BOOK 29518 PAGE 106 ASSESSOR MAP 311 LOT 15 PLAN BOOK 203 PAGE 3 N / F TOWN OF DENNIS DEED BOOK 501 PAGE 489 ASSESSOR MAP 335 LOT 107 N / F THE TOWN OF DENNIS CERT.#156651 ASSESSOR MAP 311 LOT 13 LAND COURT PLAN 41023-A N / F TOWN OF DENNIS DEED BOOK 870 PAGE 78 ASSESSOR MAP 310 LOT 13 PLAN BOOK 176 PAGE 127 N / F TOWN OF DENNIS DEED BOOK 1199 PAGE 386 A PORTION OF ASSESSOR MAP 311 LOT 3 100 95 101 91 114 105 91 115 117 111 110 117 118 120 119 12 0 119 118 116 115 114 109 105 103 101 100 MA S S S T A T E P L A N E S1 0 ° 4 0 ' 0 9 " E 33 6 . 6 5 ' N75° 03' 2 6 " E 79.54' S78° 54' 09"W 227.98' S72° 17 ' 0 9 " W 206.22' N74° 44' 4 1 " E 162.39' TE R R A C E H I L L D R I V E HOKUM ROCK ROAD KA R L L A N E LEASE L I N E PR O P E R T Y L I N E 113112111110 108107106 116115 114 113 112 101 102 103 104105106107 108 109 110111112113 11 6 110 100 95 90 85 80 11 5 114 25 ' S I D E - Y A R D S E T B A C K 50' FR O N T - Y A R D S E T B A C K 120 117 118 121 123 108 109 110 114 116 11 8 117 115 114 113 11 2 11 1 11 0 114 115 25' SIDE-YARD SETBACK MASSDEP ZONE II N / F NYBERG DEED BOOK 27032 PAGE 222 ASSESSOR MAP 311 LOT 48 DEC K TIMBE R W A L L SEPTIC TANK DE C K GENERATOR AC 12 PARKING SPACES (2 ADA ACCESSIBLE) ELECTRICAL OUTLET CONCRETE WALK (TYP.) ELECTRIC HAND HOLE (TYP.) BIKE RACK ON CONCRETE PAD CONCRETE PAD STO N E D U S T P A T H AC SHED (PUBLIC - 60' WIDE) BIO RETENTION STONED U S T P A T H DMH POS T A N D R A I L F E N C E DIR T R O A D DIR T R O A D TRANSFORMER CABLE TV & TELEPHONE DUMPSTER AREA WITH CONC. PAD TP-4 TP-2 TP-3 TP-1 25 ' R E A R - Y A R D S E T B A C K EXISTING DWELLING, NOT FIELD LOCATED 12212 3 123 124 119 MA S S S T A T E P L A N E Re v i s i o n s Ap p r . Re v . D a t e B y D e s c r i p t i o n 1 2 3 4 5 6 7 EX I S T I N G C O N D I T I O N S P L A N HO K U M R O C K H O M E I I 13 1 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S Su r v e y P r o v i d e d B y : Sheet Number: Project Number: Registration: Pre p a r e d F o r : Pla n S e t : Pla n T i t l e : Sheet : Ho r s l e y W i t t e n G r o u p , I n c . 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 Ph o n e : ( 5 0 8 ) 8 3 3 - 6 6 0 0 Fa x : ( 5 0 8 ) 8 3 3 - 3 1 5 0 Da t e d : J u n e 1 6 , 2 0 2 2 F.O . R . W . A . R . D . , I n c . P O B o x 1 1 7 4 S o u t h D e n n i s , M A 0 2 6 6 0 las t m o d i f i e d : 0 9 / 0 9 / 2 2 p r i n t e d : 0 9 / 0 9 / 2 2 b y j h K:\ P r o j e c t s \ 2 0 2 2 \ 2 2 0 6 3 H o k u m R o c k H o m e I I D e n n i s \ D r a w i n g s \ 2 2 0 6 3 E X . d w g --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - (in feet) GRAPHIC SCALE 030 15 30 60 120 1 INCH = 30 FEET Jun e 2 1 , 2 0 2 2 - - D W M JE H Ch e c k e d B y : De s i g n e d B y : Da t e : Dra w n B y : SURVEY NOTES 1. THE TOPOGRAPHY AND EXISTING SITE CONDITIONS DEPICTED ON PARCEL ASSESSOR MAP 311, LOT 3, HEREON ARE THE RESULT OF AN ON THE GROUND FIELD SURVEY CONDUCTED BY THE HORSLEY WITTEN GROUP, INC. JUNE 16, 2022. 2. SEPTIC SYSTEM, TEST PITS, AND BIORETENTION AREA TAKEN FROM AS-BUILT PLANS PROVIDED BY BAXTER AND NYE ENGINEERING AND SURVEYING. 3. HORIZONTAL DATUM IS MASS STATE PLANE COORDINATE SYSTEM. 4. THE ELEVATIONS DEPICTED HEREON WERE BASED ON AN ASSUMED DATUM. 5. THE PROPERTY LINES AND RIGHTS-OF-WAY DEPICTED HAVE BEEN ESTABLISHED BY FIELD SURVEY AND DEEDS AND PLANS OF RECORD. 6. THE ACCURACY OF MEASURED PIPE INVERTS AND PIPE SIZES IS SUBJECT TO FIELD CONDITIONS, THE ABILITY TO MAKE VISUAL OBSERVATIONS, DIRECT ACCESS TO THE VARIOUS ELEMENTS AND OTHER CONDITIONS. 7. THE LOCATION AND/OR ELEVATION OF EXISTING UTILITIES AND STRUCTURES AS SHOWN ON THESE PLANS ARE BASED ON RECORDS OF VARIOUS UTILITY COMPANIES, AND WHEREVER POSSIBLE, MEASUREMENTS TAKEN IN THE FIELD. THIS INFORMATION IS NOT TO BE RELIED UPON AS BEING EXACT OR COMPLETE. THE LOCATION OF ALL UNDERGROUND UTILITIES AND STRUCTURES SHALL BE VERIFIED IN THE FIELD PRIOR TO THE START OF ANY CONSTRUCTION. THE CONTRACTOR MUST CONTACT THE APPROPRIATE UTILITY COMPANY, ANY GOVERNING PERMITTING AUTHORITY IN THE TOWN OF DENNIS , AND "DIGSAFE" (1-888-344-7233) AT LEAST 72 HOURS PRIOR TO ANY EXCAVATION WORK IN PREVIOUSLY UNALTERED AREAS TO REQUEST EXACT FIELD LOCATION OF UTILITIES. 8. THE PROPERTY IS LOCATED WITHIN F.I.R.M ZONE X AS SHOWN ON COMMUNITY PANEL NO 250005 0581J DATED JULY 16, 2014. 9. REFERENCE PLANS: BARNSTABLE COUNTY REGISTRY OF DEEDS 1.) FIGURE RECORDED WITH NOTICE OF LEASE DEED BOOK 32201 PAGE 172 2.) PLAN BOOK 176 PAGE 125 3.) PLAN BOOK 369 PAGE 17 4.) PLAN BOOK 88 PAGE 83 5.) PLAN BOOK 203 PAGE 3 6.) PLAN BOOK 176 PAGE 127 7.) PLAN BOOK 345 PAGE 37 8.) LAND COURT PLAN 41023A Su s t a i n a b l e E n v i r o n m e n t a l S o l u t i o n s ww w . h o r s l e y w i t t e n . c o m 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 50 8 - 8 3 3 - 6 6 0 0 v o i c e 50 8 - 8 3 3 - 3 1 5 0 f a x Ho r s l e y W i t t e n G r o u p , I n c . FULL PROPERTY DETAIL INSET SCALE: 1"=200' 3 1522063of 3C - SITE INFORMATION: TOTAL SITE AREA:15.18 ACRES SITE LEASE AREA:4.62 ACRES ASSESSOR'S MAP 311, PARCEL 3-0 ZONING DISTRICT: GC-1 GENERAL COMMERCIAL MIN. LOT AREA:40,000 SF MIN.LOT FRONTAGE:150-FEET MIN. LOT WIDTH:150-FEET MINIMUM YARD SETBACKS: FRONT:50-FEET SIDE:25-FEET REAR:25-FEET MAXIMUM BUILDING HEIGHT: 2 STORIES EXCLUSIVE OF ROOF MAXIMUM LOT COVERAGE: 70% SITE DOES NOT APPEAR TO BE WITHIN AN A.C.E.C. (AREA OF CRITICAL ENVIRONMENTAL CONCERN). SITE DOES NOT APPEAR TO BE WITH AN AREA OF ESTIMATED HABITAT OF RARE WILDLIFE AS MAPPED ON MA GIS OLIVER PER NHESP "ESTIMATED HABITAT OR RARE WILDLIFE" FOR USE WITH THE MA WETLANDS PROTECTION ACT REGULATIONS (310 CMR 10)". SITE DOES NOT APPEAR TO CONTAIN A CERTIFIED VERNAL POOL AS MAPPED ON MA GIS OLIVER NHESP "CERTIFIED VERNAL POOLS". SITE DOES NOT APPEAR TO BE WITHIN A WETLAND RESOURCE AREA AS MAPPED ON MA GIS SYSTEM. SITE DOES NOT APPEAR TO BE WITHIN A PRIORITY HABITAT AS MAPPED ON MA GIS OLIVER NHESP "PRIORITY HABITATS OF RARE SPECIES" FOR SPECIES UNDER THE MA ENDANGERED SPECIES ACT, REGULATIONS (321 CMR 10). A PORTION OF THE SITE APPEARS TO BE WITHIN A STATE APPROVED ZONE II GROUNDWATER RECHARGE PROTECTION ZONE. BENCHMARK #1 TOP OF CONCRETE BOUND W/ DRILL HOLE ELEVATION 129.76 NAVD88 BENCHMARK #2 SPIKE SET ELEV:118.35 NAVD88 BENCHMARK #3 SPIKE SET ELEV:106.94 NAVD88 PERMITTING SET ONLY NOT FOR CONSTRUCTION TOTAL SITE AREA 15.18 ACRES LEASE AREA 4.62 ACRES MA S S S T A T E P L A N E H Y D EHH EM E GM GM GM TV T S 100 101 114 115 117 111 110 117 118 120 119 12 0 119 118 116 115 114 109 105 103 101 100 113 112 111 110 108 107 106 116115 114 113 112 101 102 103 104 105 106 107 108 109 110 111 112 113 11 6 110 11 5 114 117 118 115 114 113 11 2 11 1 11 0 114 115 MASSDEP ZONE II DEC K TIMBE R W A L L SEPTIC TANK DE C K GENERATOR AC 12 PARKING SPACES (2 ADA ACCESSIBLE) ELECTRICAL OUTLET CONCRETE WALK (TYP.) ELECTRIC HAND HOLE (TYP.) BIKE RACK ON CONCRETE PAD CONCRETE PAD STO N E D U S T P A T H AC SHED STONED U S T P A T H DMH POS T A N D R A I L F E N C E DIR T R O A D DUMPSTER AREA WITH CONC. PAD TP-4 TP-2 TP-3 TP-1 LOCATED 12212 3 123 119 SS SS SSSS SS SS SS SS SS SS SS SS SS SSSSSS SS SS CF CF CF CF CF CF CF CF CF CF CF CFCF SS SSSSSS SS SS SF SF SF SF SF SF SF SF SF SF SF SF SF CF CF CF CF CF CF CF CF CF CF CF CF CF SS SS SS SS APPROXIMATE PERMANENT BRUSH CLEARING LIMITS R&D FENCE SECTION FENCE SECTION TO BE REMOVED TO THIS POINT ELECTRIC HANDHOLE TO BE PROTECTED CONSTRUCTION ENTRANCE LIMIT OF WORK AREA 68,534 SF REMOVE AND RESET SPLIT RAIL FENCE PROVIDE CONSTRUCTION FENCING AS NEEDED SILT FENCE SEDIMENT SILT SOCK (2 ROWS) CONSTRUCTION FENCE, PROVIDE GATE AT ENTRANCE STOCKPILE AREA STAGING AND MATERIALS AREA FENCE SECTION TO REMAIN NEATLY SAW-CUT BITUMINOUS BERM 20 . 0 ' 50.0' 94.1' REMOVE & RESET FENCE SECTION START - REMOVE & RESET FENCE SECTION Re v i s i o n s Ap p r . Re v . D a t e B y D e s c r i p t i o n 1 2 3 4 5 6 7 SE P T E M B E R 9 , 2 0 2 2 JK JK BR K ER O S I O N & S E D I M E N T C O N T R O L P L A N FO R W A R D A T T H E R O C K P H A S E I I 13 1 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S Su r v e y P r o v i d e d B y : Sheet Number: Project Number: Registration: Pre p a r e d F o r : Pla n S e t : Pla n T i t l e : Sheet : Ho r s l e y W i t t e n G r o u p , I n c . 90 R o u t e 6 A San d w i c h , M A 0 2 5 6 3 Pho n e : (50 8 ) 8 3 3 - 6 6 0 0 Fax : (50 8 ) 8 3 3 - 3 1 5 0 Da t e d : Jun e 1 6 , 2 0 2 2 F.O . R . W . A . R . D . , I n c . P.O . B O X 1 1 7 4 SO U T H D E N N I S , M A 0 2 6 6 0 Pho n e : (50 8 ) 3 8 5 - H O M E Fax : ---- 4 1522063of las t m o d i f i e d : 0 9 / 0 9 / 2 2 p r i n t e d : 0 9 / 0 9 / 2 2 b y j h K:\ P r o j e c t s \ 2 0 2 2 \ 2 2 0 6 3 H o k u m R o c k H o m e I I D e n n i s \ D r a w i n g s \ 2 2 0 6 3 E S C . d w g (in feet) GRAPHIC SCALE 020 10 20 40 80 1 INCH = 20 FEET 4C - Ch e c k e d B y : De s i g n e d B y : Da t e : Dra w n B y : Su s t a i n a b l e E n v i r o n m e n t a l S o l u t i o n s ww w . h o r s l e y w i t t e n . c o m 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 50 8 - 8 3 3 - 6 6 0 0 v o i c e 50 8 - 8 3 3 - 3 1 5 0 f a x Ho r s l e y W i t t e n G r o u p , I n c . WORK AREA WATER FLOW AREA TO BE PROTECTED WORK AREA PLAN VIEW SECTION AREA TO BE PROTECTED NOTES: 1. SILT SOCK MANUFACTURER SHALL BE SILT SOXX OR ENGINEER APPROVED EQUAL. 2. ALL MATERIAL TO MEET MANUFACTURER'S SPECIFICATIONS. 3. SEDIMENT SILT SOCK TO BE FILLED WITH COMPOST AND/OR WOODY MULCH PER MANUFACTURER'S REQUIREMENTS. 4. FOLLOWING CONSTRUCTION AND SITE STABILIZATION COMPOST MATERIAL SHALL BE REMOVED OR DISPERSED ON SITE, AS APPROVED BY THE ENGINEER. SILT SOCK NOT TO SCALE 12"± 3"-4" 2" x 2" WOODEN STAKE SILT SOCK (12") SEDIMENT SILT SOCK STAKE ON 10' LINEAL SPACING PLAN VIEW SECTION A-A STONE CONSTRUCTION ENTRANCE NOT TO SCALE PU B L I C R O A D W A Y A NOTE: 1. ROCK ENTRANCE(S) TO REMAIN UNTIL INSTALLATION OF PAVEMENT SUB-BASE IS TO BEGIN. 2. SEE SITE PLAN FOR LOCATION & ACTUALLY DIMENSIONS VA R I E S - S E E S I T E P L A N (15 ' M I N . 2 5 ' T Y P . ) VARIES - SEE SITE PLAN (50' MIN.) 12" WASHED CRUSHED STONE AGGREGATE ASTM DESIGNATION C-33, SIZE NO. 2 (1-1/2” TO 2-1/2”) 6" ROADWAY SUBGRADE PREPARATION (95% COMPACTION) A R=TO SUIT (15' MIN., 25' TYP.) EROSION & SEDIMENT CONTROL NOTES: 1. PRIOR TO THE START OF CONSTRUCTION A NOTICE OF INTENT (NOI) MUST BE FILED WITH NPDES. REFER TO THE STORMWATER AND POLLUTION PREVENTION PLAN (SWPPP) REGARDING ALL EROSION CONTROL MATTERS. MAINTAIN A WORKING COPY OF THE SWPPP ONSITE AT ALL TIMES. FOLLOW THE SWPPP PROTOCOL FOR SITE MAINTENANCE, INSPECTIONS AND PROPER DOCUMENTATION UNTIL THE SITE HAS BEEN ACCEPTED BY THE OWNER. AT THE COMPLETION OF THE PROJECT THE CONTRACTOR OR OWNER MUST FILE A NOTICE OF TERMINATION WITH NPDES. IN ACCORDANCE WITH NPDES REGULATIONS, THE COMPLETED SWPPP MUST INCLUDE ALL OF THE SITE EROSION CONTROL DOCUMENTATION, WEEKLY EROSION INSPECTION REPORTS COMPLETED BY THE DESIGNATED SITE PERSONNEL, AND ANY OTHER PERTINENT SITE DOCUMENTATION MUST BE RETAINED FOR A MINIMUM OF 3 YEARS FROM THE DATE OF TERMINATION. 2. DESIGNATE THE SITE CONSTRUCTION FOREMAN AS THE ON-SITE PERSONNEL RESPONSIBLE FOR THE DAILY INSPECTION AND MAINTENANCE OF ALL SEDIMENT AND EROSION CONTROLS AND IMPLEMENTATION OF ALL NECESSARY MEASURES TO CONTROL EROSION AND PREVENT SEDIMENT FROM LEAVING THE SITE. 3. INSTALL ALL EROSION AND SEDIMENT CONTROL (ESC) MEASURES AS INDICATED ON DRAWINGS IN CONSULTATION WITH THE CONSERVATION AGENT, AND ENGINEER BEFORE ANY CONSTRUCTION ACTIVITIES BEGIN. INSPECT, MAINTAIN REPAIR AND REPLACE EROSION CONTROL MEASURES, AS NECESSARY, DURING THE ENTIRE CONSTRUCTION PERIOD OF THE PROJECT. THE SITE PERIMETER EROSION CONTROLS ARE THE DESIGNATED LIMIT OF WORK. INFORM ALL PERSONNEL WORKING ON THE PROJECT SITE THAT NO CONSTRUCTION ACTIVITY IS TO OCCUR BEYOND THE LIMIT OF WORK AT ANY TIME THROUGHOUT THE CONSTRUCTION PERIOD. 4. MAINTAIN A MINIMUM SURPLUS OF 100 FEET OF EROSION CONTROL BARRIER (SILT FENCE, STRAWBALE, &/OR SILT SOCK) ONSITE AT ALL TIMES. 5. PROVIDE CONSTRUCTION EXITS AS INDICATED ON DRAWINGS TO SHED DIRT FROM CONSTRUCTION VEHICLE TIRES. CLEAN AND/OR REPLACE THE CRUSHED STONE PAD, AS NECESSARY, TO MAINTAIN ITS EFFECTIVENESS. 6. KEEP THE LIMIT OF CLEARING, GRADING AND DISTURBANCES TO A MINIMUM WITHIN THE PROPOSED AREA OF CONSTRUCTION. PHASE THE SITE WORK IN A MANNER TO MINIMIZE AREAS OF EXPOSED SOIL. IF TREES ARE TO BE CUT ON THE ENTIRE SITE, CLEAR AND GRUB ONLY THOSE AREAS WHICH ARE ACTIVELY UNDER CONSTRUCTION. PROPERLY INSTALL THE SEDIMENTATION CONTROLS PRIOR TO BEGINNING ANY LAND CLEARING ACTIVITY AND/OR OTHER CONSTRUCTION RELATED WORK. 7. MONITOR LOCAL WEATHER REPORTS DURING CONSTRUCTION AND PRIOR TO SCHEDULING EARTHMOVING OR OTHER CONSTRUCTION ACTIVITIES WHICH LEAVE LARGE DISTURBED AREAS UNSTABILIZED. IF INCLEMENT WEATHER IS PREDICTED, USE BEST PROFESSIONAL JUDGEMENT AND GOOD CONSTRUCTION PRACTICES WHEN SCHEDULING CONSTRUCTION ACTIVITIES AND ENSURE THE NECESSARY EROSION CONTROL DEVICES ARE INSTALLED AND FUNCTIONING PROPERLY TO MINIMIZE EROSION FROM ANY IMPENDING WEATHER EVENTS. 8. INSPECT EROSION AND SEDIMENT CONTROL DEVICES AND STABILIZED SLOPES ON A WEEKLY BASIS AND AFTER EACH RAINFALL EVENT OF .25 INCH OR GREATER. REPAIR IDENTIFIED PROBLEMS WITHIN 24 HOURS TO ENSURE EROSION AND SEDIMENT CONTROLS ARE IN GOOD WORKING ORDER. RESET OR REPLACE MATERIALS AS REQUIRED. 9. SURROUND THE PERIMETER OF SOIL STOCKPILES WITH SILT SOCK, SILT FENCE, STRAWBALES, OR A COMBINATION OF SILT FENCE WITH STRAWBALE, AS DETERMINED NECESSARY. 10. DISTURBED AREAS AND SLOPES MUST NOT BE LEFT UNATTENDED OR EXPOSED FOR EXCESSIVE PERIODS OF TIME SUCH AS THE INACTIVE WINTER SEASON. PROVIDE APPROPRIATE STABILIZATION PRACTICES ON ALL DISTURBED AREAS AS SOON AS POSSIBLE BUT NOT MORE THAN 14 DAYS AFTER THE CONSTRUCTION ACTIVITY IN THAT AREA HAS TEMPORARILY OR PERMANENTLY CEASED, REINFORCE TEMPORARY AREAS HAVING A SLOPE GREATER THAN 4:1 WITH EROSION BLANKETS OR APPROVED EQUAL UNTIL THE SITE IS PROPERLY STABILIZED. TEMPORARY SWALES MAY ALSO BE REQUIRED IF DETERMINED NECESSARY IN THE FIELD BY THE ENGINEER. 11. INSTALL A SILT SACK OR APPROVED EQUIVALENT IN EACH EXISTING CATCHBASIN RECEIVING RUNOFF FROM THE SITE. UPON THE INSTALLATION OF EACH CATCH BASIN, INSTALL A SILT SACK OR APPROVED EQUIVALENT. INSPECT SILT SACKS, AFTER EACH SIGNIFICANT STORM EVENT AND REMOVE AND EMPTY AS NEEDED FOR THE DURATION OF THE CONSTRUCTION PERIOD. 12. SMALL SEDIMENTATION BASINS MAY BE CONSTRUCTED ON AN AS-NEEDED BASIS DURING CONSTRUCTION TO AID IN THE CAPTURE OF SITE RUNOFF AND SEDIMENT. IT WILL BE THE RESPONSIBILITY OF THE SITE CONTRACTOR, IN CONSULTATION WITH THE ENGINEER, TO SIZE AND CREATE THESE BASINS IN APPROPRIATE LOCATIONS. 13. CONTAIN ALL SEDIMENT ONSITE. SWEEP ALL EXITS FROM THE SITE AS NECESSARY INCLUDING ANY SEDIMENT TRACKING. SWEEP PAVED AREAS AS NEEDED TO REMOVE SEDIMENT AND POTENTIAL POLLUTANTS ACCUMULATED DURING SITE CONSTRUCTION. 14. REMOVE ACCUMULATED SEDIMENT FROM ALL TEMPORARY PRACTICES AND DISPOSE OF IN A PRE-APPROVED LOCATION. 15. PROVIDE ON SITE OR MAKE READILY AVAILABLE THE NECESSARY EQUIPMENT AND SITE PERSONNEL DURING CONSTRUCTION HOURS FOR THE DURATION OF THE PROJECT TO ENSURE ALL EROSION AND SEDIMENTATION CONTROL DEVICES ARE PROPERLY MAINTAINED AND REPAIRED IN A TIMELY AND RESPONSIBLE MANNER. IF SITE WORK IS SUSPENDED DURING THE WINTER MONTHS THE CONTRACTOR MUST CONTINUE TO PROVIDE PERSONNEL AND EQUIPMENT EITHER ON SITE OR READILY AVAILABLE TO PROPERLY MAINTAIN AND REPAIR ALL EROSION AND SEDIMENTATION CONTROL DEVICES IN A TIMELY AND RESPONSIBLE MANNER 16. PRIOR TO THE INSTALLATION OF FILTER FABRIC AND MEDIA WITHIN THE BIORETENTION AREAS, REMOVE AND PROPERLY DISPOSE OF SEDIMENT ACCUMULATED IN ANY PARTIALLY CONSTRUCTED OR TEMPORARY BIORETENTION/DRAINAGE AREA USED FOR SEDIMENT CONTROL DURING CONSTRUCTION. PROVIDE A SURFACE ELEVATION AT A MINIMUM 1-FOOT ABOVE THE BOTTOM OF MEDIA ELEVATION AS SHOWN IN THE BIORETENTION SCHEDULE FOR PARTIALLY CONSTRUCTED BIORETENTION AREAS. THIS ALLOWS FOR AN OVER-DIG OF THE COLLECTED SEDIMENT FROM WITHIN THE BIORETENTION AREA PRIOR TO MEDIA/FABRIC INSTALLATION. 17. CONTROL DUST BY WATERING OR OTHER APPROVED METHODS AS NECESSARY, OR AS DIRECTED BY THE ENGINEER. 18. THE CONTRACTOR IS RESPONSIBLE FOR THE INSPECTION AND MAINTENANCE DURING CONSTRUCTION OF ALL STORMWATER FACILITIES INSTALLED OR AFFECTED BY THE PROJECT. REMOVE SEDIMENT OR DEBRIS COLLECTED WITHIN THESE FACILITIES FROM THE PROJECT WORK PRIOR TO THE OWNER'S ACCEPTANCE. 7'-6" (TYP) 6'-0" TEMPORARY PLASTIC FENCE STAND FILLED WITH SAND/CONCRETE OR GALVANIZED RECTANGULAR PIPE BASE 1-1/4" GALVANIZED PIPE (TYP) TEMPORARY CONSTRUCTION FENCE NOT TO SCALE 0'-6" TYP. GRADE SECTION A SECTION B SILT FENCE NOT TO SCALE FLOW NOTES: 1. FENCE FABRIC TO BE 36-INCHES WIDE MINIMUM AND TO BE SECURELY FASTENED TO BEANPOLES. 6" MIN OF FABRIC TO BE BELOW GROUND SURFACE (BACKFILLED OR TOE-ED INTO GROUND). 2. WOODEN STAKE POST SPACING TO BE 4-FOOT MAX ON CENTER. 16" BELOW GROUND 30" EXPOSED 6" MIN JOINING SECTIONS OF FENCE TOP VIEW BEAN POLES SILT FENCE BACKFILL BURY SILT FENCE SEDIMENT LADEN RUNOFF UNDISTURBED SOIL 2" X 2" X 4' WOODEN STAKE PERMITTING SET ONLY NOT FOR CONSTRUCTION H Y D EHH EM E GM GM GM N80° 19' 01"E 103.95' N85° 17' 11"E 80.59' N78° 47' 51" E 185.78' N87° 58' 01"E 155.09' N89° 54' 41"E 71.36' TV T S N / F COLIN S. & HELENE SCOGGINS DEED BOOK 29518 PAGE 106 ASSESSOR MAP 311 LOT 15 PLAN BOOK 203 PAGE 3 N / F TOWN OF DENNIS DEED BOOK 501 PAGE 489 ASSESSOR MAP 335 LOT 107 ASSESSOR MAP 311 LOT 13 LAND COURT PLAN 41023-A N / F TOWN OF DENNIS DEED BOOK 870 PAGE 78 ASSESSOR MAP 310 LOT 13 PLAN BOOK 176 PAGE 127 N / F TOWN OF DENNIS DEED BOOK 1199 PAGE 386 A PORTION OF ASSESSOR MAP 311 LOT 3 S1 0 ° 4 0 ' 0 9 " E 33 6 . 6 5 ' N75° 03' 2 6 " E 79.54' S78° 54' 09"W 227.98' S72° 17 ' 0 9 " W 206.22' LEASE L I N E 25' SIDE-YARD SETBACK TP-4 TP-2 TP-3 TP-1 WV H Y D CSWV SS SS SSSS SS SS SS SS SS SS SS SS SS SSSSSS SS SS SS SSSSSS SS SS BIKE RACK DUMPSTER PAD & ENCLOSURE GENERATOR PAD BITUMINOUS PAVEMENT ACCESS DRIVE AND PARKING AREA 10,357 SF± STABILIZED STONE DUST 73 . 5 ' 25.0' 9.0 ' 20.0' 6 3 24.0' R3.0' R3.0' R5.0' R110.0' R110.0' SEGMENTAL BLOCK RETAINING WALL, 72 LF± SEGMENTAL BLOCK RETAINING WALL, 43 LF SEGMENTAL BLOCK RETAINING WALL, 105 LF± CONCRETE CU R B R5.0' 20 . 0 ' STABILIZED STONE DUST CONCRETE SIDEWALK 8' x 10' SHED MAINTAIN EXISTING PATH WIDTH PAVED DRAINAGE FLUME NEATLY SAW-CUT BERM AND MATCH PAVEMENT EDGE BIORETENTION AREA BIORETENTION AREATREE TRENCH AREA 1 TREE TRENCH AREA 2 8 UNIT 2-STORY RESIDENTIAL BUILDING (6,942 SF) 53.7' ADA ACCESSIBLE RAMP, TYPE 1 ROOFED PORCH, TYP LIMIT OF WORK AREA 69,808 SF LEVEL LANDING LEVEL LANDING WOOD RAMP / BOARDWALK ADA ACCESSIBLE ROOFED DECK, TYP 65 . 9 ' HC SIGN HC SIGN FENCE / GUARD RAIL, 43 LF± 3.5' BITUMIN O U S B E R M SNOW STORAGE SNOW STORAGE SPLIT RAIL FENCE BACKED BY BLACK VINYL COATED MESH SPLIT RAIL FENCE BACKED BY BLACK VINYL COATED MESH DECORATIVE SPLIT RAIL FENCE TRANSITION FROM CONC. CURB TO BITUMINOUS BERM ADA ACCESSIBLE RAMP, TYPE 2 BITUMIN O U S B E R M 119 . 9 ' BOLLARD LIGHT (TYP.) LIGHT POLE (TYP.) R5.0' 5.0' 3.0' 5.0' 5.0' 5.0' ADA ACCESSIBLE RAMP, TYPE 3 R15.0'R15.0' R27.0' 20. 0 ' CROSSWALK MA S S S T A T E P L A N E Re v i s i o n s Ap p r . Re v . D a t e B y D e s c r i p t i o n 1 2 3 4 5 6 7 SE P T E M B E R 9 , 2 0 2 2 JK JK BR K SIT E P L A N FO R W A R D A T T H E R O C K P H A S E I I 13 1 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S Su r v e y P r o v i d e d B y : Sheet Number: Project Number: Registration: Pre p a r e d F o r : Pla n S e t : Pla n T i t l e : Sheet : Ho r s l e y W i t t e n G r o u p , I n c . 90 R o u t e 6 A San d w i c h , M A 0 2 5 6 3 Pho n e : (50 8 ) 8 3 3 - 6 6 0 0 Fax : (50 8 ) 8 3 3 - 3 1 5 0 Da t e d : Jun e 1 6 , 2 0 2 2 F.O . R . W . A . R . D . , I n c . P.O . B O X 1 1 7 4 SO U T H D E N N I S , M A 0 2 6 6 0 Pho n e : (50 8 ) 3 8 5 - H O M E Fax : ---- 5 1522063of las t m o d i f i e d : 0 9 / 0 9 / 2 2 p r i n t e d : 0 9 / 0 9 / 2 2 b y j h K:\ P r o j e c t s \ 2 0 2 2 \ 2 2 0 6 3 H o k u m R o c k H o m e I I D e n n i s \ D r a w i n g s \ 2 2 0 6 3 S T . d w g (in feet) GRAPHIC SCALE 020 10 20 40 80 1 INCH = 20 FEET 5C - Ch e c k e d B y : De s i g n e d B y : Da t e : Dra w n B y : Su s t a i n a b l e E n v i r o n m e n t a l S o l u t i o n s ww w . h o r s l e y w i t t e n . c o m 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 50 8 - 8 3 3 - 6 6 0 0 v o i c e 50 8 - 8 3 3 - 3 1 5 0 f a x Ho r s l e y W i t t e n G r o u p , I n c . PERMITTING SET ONLY NOT FOR CONSTRUCTION H Y D GM GM GM N80° 19' 01"E 103.95' N85° 17' 11"E 80.59' N78° 47' 51" E 185.78' N87° 58' 01"E 155.09' N89° 54' 41"E 71.36' S N / F COLIN S. & HELENE SCOGGINS DEED BOOK 29518 PAGE 106 ASSESSOR MAP 311 LOT 15 PLAN BOOK 203 PAGE 3 N / F TOWN OF DENNIS DEED BOOK 501 PAGE 489 ASSESSOR MAP 335 LOT 107 N / F THE TOWN OF DENNIS CERT.#156651 ASSESSOR MAP 311 LOT 13 LAND COURT PLAN 41023-A N / F TOWN OF DENNIS DEED BOOK 870 PAGE 78 ASSESSOR MAP 310 LOT 13 PLAN BOOK 176 PAGE 127 N / F TOWN OF DENNIS DEED BOOK 1199 PAGE 386 A PORTION OF ASSESSOR MAP 311 LOT 3 100 95 101 91 114 105 91 115 117 111 110 117 118 120 119 12 0 119 118 116 115 114 109 105 103 101 100 S1 0 ° 4 0 ' 0 9 " E 33 6 . 6 5 ' N75° 03' 2 6 " E 79.54' S78° 54' 09"W 227.98' S72° 17 ' 0 9 " W 206.22' LEASE L I N E 113 112 111 110 108 107 106 116115 114 113 112 101 102 103 104 105 106 107 108 109 110 111 112 113 11 6 110 100 95 90 85 11 5 114 120 117 118 121 123 108 109 110 114 116 11 8 117 115 114 113 11 2 11 1 11 0 114 115 TP-4 TP-2 TP-3 TP-1 12212 3 123 124 119 W W W W W W W W WV H Y D CS E/T / C E/T / C E/T / C E/T/C E/T/C E/T/C E/T/CE/T/C E/T/C E/T / C E/T / C E/T / C E/T / C G G G G G G G G G WV 6 3 8 UNIT 2-STORY RESIDENTIAL BUILDING (6,942 SF) SS SS SSSS SS SS SS SS SS SS SS SS SS SSSSSS SS SS CF CF CF CF CF CF CF CF CF CF CF CFCF SS SSSSSS SS SS SF SF SF SF SF SF SF SF SF SF SF SF SF CF CF CF CF CF CF CF CF CF CF CF CF CF D D D D CO CO D CO CO CO 114 115 119 116117 110 114 115 116 117 123 122 120 117 118.73 117 115 114 113 110 118 116 116 12" H D P E L=4 0 S = 0 . 7 5 % 18 " H D P E L= 1 0 0 S = 0 . 5 0 % 18" H D P E L=5 6 S = 0 . 5 0 % 112 113 111 111 110 114 113 112 PROPOSED TWO-STORY 8 UNIT RESIDENTIAL BUILDING FINISHED FLR EL: 119.00 BASEMENT FLR EL:110.50 RETAINING WALL HEIGHT VARIES W/ GRADE OUTFALL 1 LEVEL SPREADER L = 13.5' x W = 18.0' RETAINING WALL HEIGHT VARIES W/ GRADE TOP OF WALL: EL 121.00 BOT. OF WALL: EL 118.00 RETAINING WALL HEIGHT VARIES W/ GRADE TOP OF WALL:EL 117.00 BOT. OF WALL:EL 114.00 SEDIMENT FOREBAY MIN. BOTTOM AREA:90 SF BOTTOM EL:113.00 OVERFLOW SPILLWAY LENGTH:12' TOP OF DAM:113.42 BIORETENTION TIER 1 BOTTOM AREA:123 SF BOTTOM EL:112.00 BIORETENTION TIER 2 BOTTOM AREA:86 SF BOTTOM EL:111.00 OVERFLOW SPILLWAY TOP OF DAM:112.50 EMERGENCY SPILLWAY TOP OF DAM:111.50 UNDERGROUND RECHARGE CHAMBER URC-1 8 STORMTECH SC-740 RECHARGERS TREE TRENCH 1 40' x 5' CLEAN-OUT CLEAN-OUT TREE TRENCH 2 30' x 10' ISOLATOR ROW UNDERGROUND RECHARGE CHAMBER URC-2 STORMTECH SC-740 (20 UNITS) OBSV. PORT, TYP UNDERGROUND RECHARGE CHAMBER URC-3 (2) STORMTECH MC-3500 RECHARGE 118.37118.54 118.98 118.98 118.98 118.98 118.98 118.75 118 L=23' S=0.50 % 8" H D P E L= 7 2 S = 1 . 0 0 % 8" HDPE L=59 S=1.00% 8" HDPE L=71 S=1.00% 8" H D P E L= 7 0 S = 0 . 6 3 % 8" HDPE L=115 S=0.50 % 8" H D P E L= 6 0 S = 3 . 0 0 % INV: 113.34 INV: 114.24 INV: 107.42 INV: 113.92 18 " H D P E L= 1 5 S = 0 . 0 0 % 118.98 117.54 117.54 109 108110 118.75 118.59 118.75 112 118.57118.06117.95 117.51 117.78 111 11 2 112 113 113 112 118 116 118119 122 EXISTING INFILTRATION BASIN CB-200 RIM:117.10' 12" INV OUT:113.00' 8" INV OUT:109.15' FLARED END SECTION-1 RIM:111.06' 18" INV IN:109.00' CB-100 RIM:116.50' 12" INV OUT:112.95' 8" INV OUT:107.05' ICS-100 RIM:117.44' 12" INV IN:112.62' 12" INV IN:112.98' 24" INV OUT:111.22' 18" INV OUT:111.75' OCS-100 RIM:117.54' 18" INV IN:111.75' 18" INV OUT:109.90' DMH-100 RIM:117.75' 18" INV IN:109.61' 18" INV OUT:109.51' BO-1 RIM:111.25' 12" INV OUT:104.52' C0-3 RIM:115.02' 8" INV IN:113.48' 8" INV IN:113.48' 10" INV OUT:112.65' C0-4 RIM:113.85' 8" INV IN:107.42' 8" INV IN:111.50' 10" INV OUT:107.30' 117.72 118.17 118.79 118.30 118.83 118.83 101100 PROVIDE ANTI-SEEP COLLAR TW: 116.00 BW: 113.25± TW: 117.00 BW: 116.00 TW: 118.50 BW: 118.00 124 TW: 118.50 BW: 118.00 TW: 122.00 BW: 118.00 TW: 108.00 BW: 107.00 TW: 108.00 BW: 107.00 TW: 108.00 BW: 101.00 CONNECT ALL ROOF DOWNSPOUTS TO UNDERGROUND RECHARGE CHAMBERS. COORDINATE LOCATION WITH ARCHITECT 118 118 121 120 119 MA S S S T A T E P L A N E Re v i s i o n s Ap p r . Re v . D a t e B y D e s c r i p t i o n 1 2 3 4 5 6 7 SE P T E M B E R 9 , 2 0 2 2 JK JK BR K GR A D I N G & D R A I N A G E FO R W A R D A T T H E R O C K P H A S E I I 13 1 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S Su r v e y P r o v i d e d B y : Sheet Number: Project Number: Registration: Pre p a r e d F o r : Pla n S e t : Pla n T i t l e : Sheet : Ho r s l e y W i t t e n G r o u p , I n c . 90 R o u t e 6 A San d w i c h , M A 0 2 5 6 3 Pho n e : (50 8 ) 8 3 3 - 6 6 0 0 Fax : (50 8 ) 8 3 3 - 3 1 5 0 Da t e d : Jun e 1 6 , 2 0 2 2 F.O . R . W . A . R . D . , I n c . P.O . B O X 1 1 7 4 SO U T H D E N N I S , M A 0 2 6 6 0 Pho n e : (50 8 ) 3 8 5 - H O M E Fax : ---- 6 1522063of las t m o d i f i e d : 0 9 / 0 9 / 2 2 p r i n t e d : 0 9 / 0 9 / 2 2 b y j h K:\ P r o j e c t s \ 2 0 2 2 \ 2 2 0 6 3 H o k u m R o c k H o m e I I D e n n i s \ D r a w i n g s \ 2 2 0 6 3 G D . d w g (in feet) GRAPHIC SCALE 020 10 20 40 80 1 INCH = 20 FEET 6C - Ch e c k e d B y : De s i g n e d B y : Da t e : Dra w n B y : Su s t a i n a b l e E n v i r o n m e n t a l S o l u t i o n s ww w . h o r s l e y w i t t e n . c o m 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 50 8 - 8 3 3 - 6 6 0 0 v o i c e 50 8 - 8 3 3 - 3 1 5 0 f a x Ho r s l e y W i t t e n G r o u p , I n c . PERMITTING SET ONLY NOT FOR CONSTRUCTION H Y D EHH EM E GM GM GM N80° 19' 01"E 103.95' N85° 17' 11"E 80.59' N78° 47' 51" E 185.78' N87° 58' 01"E 155.09' N89° 54' 41"E 71.36' TV T S N / F COLIN S. & HELENE SCOGGINS DEED BOOK 29518 PAGE 106 ASSESSOR MAP 311 LOT 15 PLAN BOOK 203 PAGE 3 N / F TOWN OF DENNIS DEED BOOK 501 PAGE 489 ASSESSOR MAP 335 LOT 107 N / F THE TOWN OF DENNIS CERT.#156651 ASSESSOR MAP 311 LOT 13 LAND COURT PLAN 41023-A N / F TOWN OF DENNIS DEED BOOK 870 PAGE 78 ASSESSOR MAP 310 LOT 13 PLAN BOOK 176 PAGE 127 N / F TOWN OF DENNIS DEED BOOK 1199 PAGE 386 A PORTION OF ASSESSOR MAP 311 LOT 3 100 95 101 91 114 105 91 115 117 111 110 117 118 120 119 12 0 119 118 116 115 114 109 105 103 101 100 S1 0 ° 4 0 ' 0 9 " E 33 6 . 6 5 ' N75° 03' 2 6 " E 79.54' S78° 54' 09"W 227.98' S72° 17 ' 0 9 " W 206.22' LEASE L I N E 113 112 111 110 108 107 106 116115 114 113 112 101 102 103 104 105 106 107 108 109 110 111 112 113 11 6 110 100 95 90 85 11 5 114 120 117 118 121 123 108 109 110 114 116 11 8 117 115 114 113 11 2 11 1 11 0 114 115 25' SIDE-YARD SETBACK MASSDEP ZONE II DEC K TIMBE R W A L L SEPTIC TANK DE C K GENERATOR AC 12 PARKING SPACES (2 ADA ACCESSIBLE) ELECTRICAL OUTLET CONCRETE WALK (TYP.) ELECTRIC HAND HOLE (TYP.) BIKE RACK ON CONCRETE PAD CONCRETE PAD STO N E D U S T P A T H AC SHED BIO RETENTION STONED U S T P A T H DMH POS T A N D R A I L F E N C E DIR T R O A D DIR T R O A D TRANSFORMER CABLE TV & TELEPHONE DUMPSTER AREA WITH CONC. PAD TP-4 TP-2 TP-3 TP-1 EXISTING DWELLING, NOT FIELD LOCATED 12212 3 123 124 119 6 3 8 UNIT 2-STORY RESIDENTIAL BUILDING (6,942 SF) W W W W W W W W WV H Y D CS E/T / C E/T / C E/T / C E/T/C E/T/C E/T/C E/T/CE/T/C E/T/C E/T / C D D D D CO CO D CO CO CO 114 115 119 116117 110 114 115 116 117 123 122 120 117 117 115 114 113 110 118 116 116 112 113 111 111 110 114 113 112 118 109 108110 112 111 11 2 112 113 113 112 118 116 118119 122 117 117.50 -1.4% 118.52 -1.0% 101100 124 118.18 118 118 121 120 119 34.9' 18.3' 23.0' 22.7' CONNECT TO EXISTING 6" WATER STUB 6" DI WATER MAIN (TYP.) DOMESTIC & FIRE WATER SERVICE SIZE TO BE CONFIRMED BY MEP ENGINEER UNDERGROUND ELECTRIC, TELEPHONE AND CABLE SERVICE FINAL DESIGN TO BE CONFIRMED BY ELECTRICAL ENGINEER PROPOSED LEACHING FIELD FOUR PRIMARY & RESERVE LEACHING TRENCHES EACH 2-FT WX2-FT D X50-FT L PROPOSED 3,000 GALLON TWO COMPARTMENT SEPTIC TANK BACKUP GENERATOR WITH FEED TO BUILDING DESIGN BY MEP ENGINEER 5 OUTLET DISTRIBUTION BOX EXISTING PHASE 1 SEPTIC SYSTEM UNDERGROUND STORMWATER INFILTRATION SYSTEM RETAINING WALL (TYP.) STORMWATER TREE TRENCH STORMWATER TREE TRENCH STORMWATER BIORETENTION HYDRANT 6" DI WATER MAIN (TYP.) E/T / C E/T / C E/T / C G G G G G G G G G CONNECT TO EXISTING GAS STUB SEPTIC SYSTEM VENT 27.4' UNDERGROUND STORMWATER INFILTRATION SYSTEM 14.5' BOLLARD LIGHT (TYP. 14) (CREE MODEL PMY-3M-P3-02-E-UL-COLOR-350) LAYOUT AND PHOTOMETRICS TO BE FINALIZED BY LIGHTING MANUFACTURER POLE MOUNTED LIGHT (LITHONIA LIGHTING MODEL DSXD LED P2 30K T3M MVOLT HS) LAYOUT AND PHOTOMETRICS TO BE FINALIZED BY LIGHTING MANUFACTURER WVSEWER INVERT EL.=108.30 S S MA S S S T A T E P L A N E Re v i s i o n s Ap p r . Re v . D a t e B y D e s c r i p t i o n 1 2 3 4 5 6 7 SE P T E M B E R 9 , 2 0 2 2 JK JK BR K UT I L I T Y P L A N FO R W A R D A T T H E R O C K P H A S E I I 13 1 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S Su r v e y P r o v i d e d B y : Sheet Number: Project Number: Registration: Pre p a r e d F o r : Pla n S e t : Pla n T i t l e : Sheet : Ho r s l e y W i t t e n G r o u p , I n c . 90 R o u t e 6 A San d w i c h , M A 0 2 5 6 3 Pho n e : (50 8 ) 8 3 3 - 6 6 0 0 Fax : (50 8 ) 8 3 3 - 3 1 5 0 Da t e d : Jun e 1 6 , 2 0 2 2 F.O . R . W . A . R . D . , I n c . P.O . B O X 1 1 7 4 SO U T H D E N N I S , M A 0 2 6 6 0 Pho n e : (50 8 ) 3 8 5 - H O M E Fax : ---- 7 1522063of las t m o d i f i e d : 0 9 / 0 9 / 2 2 p r i n t e d : 0 9 / 0 9 / 2 2 b y j h K:\ P r o j e c t s \ 2 0 2 2 \ 2 2 0 6 3 H o k u m R o c k H o m e I I D e n n i s \ D r a w i n g s \ 2 2 0 6 3 U T . d w g (in feet) GRAPHIC SCALE 020 10 20 40 80 1 INCH = 20 FEET 7C - Ch e c k e d B y : De s i g n e d B y : Da t e : Dra w n B y : Su s t a i n a b l e E n v i r o n m e n t a l S o l u t i o n s ww w . h o r s l e y w i t t e n . c o m 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 50 8 - 8 3 3 - 6 6 0 0 v o i c e 50 8 - 8 3 3 - 3 1 5 0 f a x Ho r s l e y W i t t e n G r o u p , I n c . PERMITTING SET ONLY NOT FOR CONSTRUCTION GENERAL PLANTING NOTES: 1. THE FOLLOWING NOTES ARE PROVIDED AS GENERAL PLANTING GUIDELINES ONLY. THOROUGHLY REVIEW THE PROJECT SPECIFICATIONS FOR ALL LANDSCAPE REQUIREMENTS PRIOR TO THE COMMENCEMENT OF ANY LANDSCAPE WORK. SUBMIT IN WRITING TO THE LANDSCAPE ARCHITECT ANY QUESTIONS OR CLARIFICATIONS REQUIRED AT A MINIMUM OF 30 DAYS PRIOR TO ORDERING ANY MATERIALS OR BEGINNING ANY LANDSCAPE CONSTRUCTION. 2. SUBMIT TO THE LANDSCAPE ARCHITECT FOR REVIEW AND APPROVAL ALL REQUIRED LANDSCAPE SUBMITTALS AS DESCRIBED IN THE SPECIFICATIONS INCLUDING A PLANT LIST WITH PLANT SIZE AND QUANTITIES TO BE ORDERED PRIOR TO DELIVERY TO THE PROJECT SITE. 3. FURNISH AND INSTALL ALL PLANTS AS SHOWN ON THE DRAWINGS AND IN THE SIZE AND QUANTITIES SPECIFIED ON THE PLANTING SCHEDULE. PLANT SUBSTITUTION SELECTION MUST BE APPROVED BY LANDSCAPE ARCHITECT PRIOR TO INSTALLATION. 4. ALL PLANTS TO COMPLY WITH APPLICABLE REQUIREMENTS OF ANSI Z60.1 "AMERICAN STANDARD FOR NURSERY STOCK." LATEST EDITION, PUBLISHED BY THE AMERICAN NURSERY AND LANDSCAPE ASSOCIATION INC. 5. PLANTS TO BE GROWN UNDER CLIMATIC CONDITIONS SIMILAR TO THOSE IN THE LOCALITY OF THE PROJECT FOR AT LEAST TWO (2) YEARS. USE HEALTHY NURSERY GROWN PLANTS THAT HAVE A WELL DEVELOPED ROOT SYSTEM. PLANTS MUST BE FREE OF DISEASE, INSECTS, EGGS OR LARVAE. 6. INSTALL PLANTS WITHIN ONE (1) WEEK OF PURCHASE. IF PLANTS ARE TO BE STORED AT THE SITE PRIOR TO PLANTING, IT IS THE CONTRACTOR'S RESPONSIBILITY TO ENSURE THEY ARE PROPERLY MAINTAINED, WATERED, AND REMAIN HEALTHY. 7. PROCEED WITH PLANTING ONLY WHEN EXISTING AND FORECASTED WEATHER CONDITIONS PERMIT. SUBMIT TO THE LANDSCAPE ARCHITECT IN WRITING THE PROPOSED PLANTING SCHEDULE. OBTAIN APPROVAL OF PLANTING SCHEDULE FROM THE LANDSCAPE ARCHITECT PRIOR TO PERFORMING ANY WORK. 8. SEASONS FOR PLANTING: SPRING: DECIDUOUS: APRIL 1 TO JUNE 15 EVERGREEN: APRIL 1 TO JUNE 15 PERENNIALS: APRIL 15 TO JUNE 1 GROUNDCOVERS: APRIL 15 TO JUNE 1 FALL: DECIDUOUS:SEPTEMBER 15 TO NOVEMBER 15 EVERGREEN: SEPTEMBER 15 TO NOVEMBER 15 PERENNIALS: SEPTEMBER 15 TO NOVEMBER 15 GROUNDCOVERS: SEPTEMBER 15 TO NOVEMBER 15 PLANTING UNDER FROZEN CONDITIONS WILL NOT BE PERMITTED. PLANTING BEFORE OR AFTER THE ABOVE REFERENCED PLANTING DATES WILL INCREASE THE LIKELIHOOD OF PLANT ESTABLISHMENT FAILURE. ANY DEVIATION FROM THE ABOVE REFERENCED PLANTING DATES IS UNDERTAKEN AT SOLE RISK OF THE CONTRACTOR AND IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO PROVIDE ANY ADDITIONAL MAINTENANCE AND WATERING WHICH MAY BE REQUIRED TO ENSURE SATISFACTORY PLANT ESTABLISHMENT. 9. FURNISH ONE YEAR MANUFACTURER WARRANTY FOR TREES, PLANTS, AND GROUND COVER AGAINST DEFECTS INCLUDING DEATH AND UNSATISFACTORY GROWTH. EXCEPTIONS ARE DEFECTS RESULTING FROM LACK OF ADEQUATE MAINTENANCE, NEGLECT OR ABUSE BY OWNER, OR ABNORMAL WEATHER CONDITIONS UNUSUAL FOR WARRANTY PERIOD. THE DATE OF FINAL ACCEPTANCE OF ALL COMPLETED PLANTING WORK ESTABLISHES THE END OF INSTALLATION AND INITIAL MAINTENANCE PERIOD AND THE COMMENCEMENT OF THE GUARANTEE PERIOD. 10. ALL TREES WITHIN 5'-0" OF WALKWAYS AND SIDEWALKS TO HAVE A 6'-8" STANDARD BRANCHING HEIGHT. 11. INSPECT ALL AREAS TO BE PLANTED OR SEEDED PRIOR TO STARTING ANY LANDSCAPE WORK. REPORT ANY DEFECTS SUCH AS INCORRECT GRADING, INCORRECT SUBGRADE ELEVATIONS OR DRAINAGE PROBLEMS, ETC. TO THE LANDSCAPE ARCHITECT AND ENGINEER PRIOR TO BEGINNING WORK. COMMENCEMENT OF WORK INDICATES ACCEPTANCE OF SUBGRADE AREAS TO BE PLANTED, AND THE LANDSCAPE CONTRACTOR ASSUMES RESPONSIBILITY FOR ALL LANDSCAPE WORK. 12. PROVIDE PROPER PREPARATION OF ALL PROPOSED PLANTED AND SEEDED AREAS PER THE NOTES AND SPECIFICATIONS. 13. ALL PLANT LAYOUT AND ACTUAL PLANTING LOCATIONS ARE TO BE FIELD VERIFIED BY LANDSCAPE ARCHITECT PRIOR TO PLANTING. NOTIFY THE LANDSCAPE ARCHITECT AT A MINIMUM OF 48 HOURS IN ADVANCE PRIOR TO SCHEDULING ANY FIELD INSPECTIONS. 14. BALL AND BURLAP: REMOVE BURLAP AND WIRE BASKETS FROM TOPS OF BALLS AND FROM TOP HALF OF ROOTBALL AS INDICATED ON DRAWINGS. REMOVE PALLETS, IF ANY, BEFORE SETTING. 15. POTTED PLANTS: REMOVE THE PLANT FROM THE POT AND LOOSEN OR SCORE THE ROOTS BEFORE PLANTING TO PROMOTE OUTWARDS ROOT GROWTH INTO THE SOIL. 16. PLUGS: PLANT UPRIGHT AND NOT AT AN ANGLE. DIG PLANTING HOLES LARGE ENOUGH AND DEEP ENOUGH TO ACCOMMODATE THE ENTIRE ROOT MASS. PLANT PLUGS WITH NO TWISTED OR BALLED ROOTS AND WITH NO ROOTS EXPOSED ABOVE THE GRADE LINE. HAND PACK THE SOIL AROUND THE ENTIRE PLUG ROOT MASS. 17. DIG THE THE PLANTING HOLE TO THE SAME DEPTH AS THE ROOT BALL AND TWO TO THREE TIMES WIDER. SCORE ALL SIDES OF THE HOLE, PLACE THE PLANT IN THE HOLE SO THE TOP OF ROOT BALL IS EVEN WITH SOIL SURFACE. FILL THE HOLE HALFWAY AND THEN ADD WATER ALLOWING IT TO SEEP INTO BACK FILLED MATERIAL. BE SURE TO REMOVE ALL AIR POCKETS FROM BACK FILLED SOIL. DO NOT SPREAD SOIL ON TOP OF THE ROOTBALL. IF SOIL IS EXTREMELY POOR, REPLACE BACK FILL WITH GOOD QUALITY TOP SOIL. AMEND THE SOIL, AS NECESSARY. 18. CREATE A 2" TO 4" BERM AROUND THE EDGE OF PLANTING HOLE WITH REMAINING SOIL TO RETAIN WATER. 19. REMOVE ALL PLANT TAGS AND FLAGS FROM THE PLANTS. 20. MULCH ALL PLANTING BEDS AS INDICATED ON DRAWINGS. UNLESS NOTED OTHERWISE, ALL PLANTS TO RECEIVE 2-3 INCHES OF MULCH. DO NOT PILE OR MOUND MULCH AROUND THE PLANT STEMS OR TRUNK. 21. TRIM BROKEN AND DEAD BRANCHES FROM TREES AND SHRUBS AFTER PLANTING. NEVER CUT A LEADER. 22. THE SITE IS LOCATED WITHIN THE TOWN'S AQUIFER PROTECTION DISTRICT AND ADJACENT TO THE TOWN'S WELL PROTECTION ZONE, THEREFORE, DO NOT USE NITROGEN CONTAINING FERTILIZERS, PESTICIDES OR CHEMICALS DURING PLANTING AND MAINTENANCE OF THE LANDSCAPING OR LAWN AREAS. ADDITIONALLY, DO NOT USE PESTICIDES OR HERBICIDES CONTAINING INORGANIC COMPOUNDS (IOC) AS LISTED IN THE MASSACHUSETTS DRINKING WATER REGULATION (310 CMR 22.06), OR SYNTHETIC ORGANIC COMPOUNDS (SOC) OR VOLATILE ORGANIC COMPOUNDS (VOC) AS LISTED IN THE MASSACHUSETTS DRINKING WATER REGULATION (310 CMR 22.07). PLANTING IN EROSION CONTROL BLANKET NOT TO SCALE NOTES: 1.CUT THE FABRIC IN AN "X" SHAPE TO ACCOMODATE 2 TIMES THE DIAMETER OF THEROOTBALL. 2.FOLD FABRIC BACK AND PIN DOWN TO CREATE A HOLE IN THE MAT.3.DIG THE HOLE PER PLANTING DETAILS. 4.AFTER PLANTING, FOLD FABRIC BACK INTO PLACE AND STAPLE DOWN AS REQUIRED TO SECURE FABRIC IN PLACE. PLANT SPACING AND QUANTITIES PER PLANTING PLANS CUT THE FABRICIN AN "X" SHAPE-SEE NOTES STAPLE FABRIC AFTER PLANTING FOLD FABRIC BACK AND PIN DOWN-SEE NOTES SEE TYPICAL EROSION CONTROL BLANKET DETAILFOR FABRIC INSTALLATION Re v i s i o n s Ap p r . Re v . D a t e B y D e s c r i p t i o n 1 2 3 4 5 6 7 PL A N T I N G D E T A I L S FO R W A R D A T T H E R O C K P H A S E I I 13 1 H O K U M R O C K R O A D DE N N I S , M A S S A C H U S E T T S Su r v e y P r o v i d e d B y : Sheet Number: Project Number: Registration: Pre p a r e d F o r : Pla n S e t : Pla n T i t l e : Sheet : 15L - Ho r s l e y W i t t e n G r o u p , I n c . 90 R o u t e 6 A San d w i c h , M A 0 2 5 6 3 Pho n e : (50 8 ) 8 3 3 - 6 6 0 0 Fax : (50 8 ) 8 3 3 - 3 1 5 0 Da t e d : Jun e 1 6 , 2 0 2 2 F.O . R . W . A . R . D . , I n c . P.O . B O X 1 1 7 4 SO U T H D E N N I S , M A 0 2 6 6 0 Pho n e : (50 8 ) 3 8 5 - H O M E Fax : ---- 15 1522063of las t m o d i f i e d : 0 9 / 0 9 / 2 2 p r i n t e d : 0 9 / 0 9 / 2 2 b y k k K:\ P r o j e c t s \ 2 0 2 2 \ 2 2 0 6 3 H o k u m R o c k H o m e I I D e n n i s \ D r a w i n g s \ 2 2 0 6 3 L A . d w g --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - --- - - - - - - - - - PACK BACKFILL BY HAND PLANT 12-18" ON CENTER 12-18" O.C. 12-18" O.C.PLANT CELL PLUG PLANTING NOT TO SCALE AS NOTED IN PLANT LIST GENERAL SEEDING NOTES: 1. SEND A REPRESENTATIVE SAMPLE OF THE TOPSOIL TO A TESTING LABORATORY FOR STANDARD SOIL ANALYSIS AS DESCRIBED IN THE SPECIFICATIONS. SUBMIT TO THE LANDSCAPE ARCHITECT AND ENGINEER TEST RESULTS WITH RECOMMENDED SOIL TREATMENTS TO PROMOTE PLANT AND GRASS GROWTH. CORRECT DEFICIENCIES IN THE LOAM AND STOCKPILED TOPSOIL AS DIRECTED BY THE TESTING AGENCY. 2. ALL AREAS THAT ARE DISTURBED AND/OR GRADED DURING CONSTRUCTION ARE TO BE BROUGHT TO FINISHED GRADE WITH AT LEAST 4" MINIMUM DEPTH OF GOOD QUALITY LOAM AND SEEDED WITH A QUICK GERMINATING GRASS SEED SUCH AS NEW ENGLAND EROSION CONTROL RESTORATION MIX OR AS SPECIFIED ON THE PLANS. 3. PRIOR TO THE PLACEMENT OF TOP SOIL, LOOSEN THE SUBGRADE OF ALL PROPOSED SEEDED AREAS TO A DEPTH OF 6" AND RAKE TO REMOVE STONES LARGER THAN 1 INCH, STICKS, ROOTS, RUBBISH AND OTHER EXTRANEOUS MATTER AND LEGALLY DISPOSE TO AN OFF SITE LOCATION. 4. DO NOT SPREAD TOPSOIL IF THE SUBGRADE IS FROZEN, EXCESSIVELY WET, COMPACTED OR NOT PROPERLY PREPARED PER THE NOTES AND SPECIFICATIONS. 5. SEE SPECIFICATIONS FOR SEASONAL REQUIREMENTS FOR SEEDING. WATERING NOTES: 1. PROVIDE PROPER PLANT CARE, MAINTENANCE AND WATERING ON SITE UNTIL SUCH TIME AS THE LANDSCAPING IS ACCEPTED BY THE PROPERTY OWNER AS SATISFACTORY PER THE SPECIFICATIONS OR AS DETERMINED BY ANY WRITTEN AGREEMENTS BETWEEN THE CONTRACTOR AND PROPERTY OWNER. 2. ESTABLISH AN APPROPRIATE WATERING SCHEDULE FOR ALL PLANT MATERIAL BASED UPON PLANT SPECIES REQUIREMENTS AND SITE CONDITIONS. PROVIDE SCHEDULE IN WRITING TO THE LANDSCAPE ARCHITECT AND OWNER FOR REVIEW AND APPROVAL. ADHERE TO THE APPROVED SCHEDULE UNTIL PLANTS ARE FULLY ESTABLISHED. 3. AT A MINIMUM THE NEWLY SEEDED AND/OR HYDROSEEDED LAWNS SHOULD BE WATERED 2-3 TIMES A DAY. SPECIAL CARE SHOULD BE TAKEN TO ENSURE THAT THE LAWN IS NOT SATURATED DURING WATERING. IF AN IRRIGATION SYSTEM IS NOT PROVIDED, A TEMPORARY IRRIGATION SYSTEM OR HANDHELD GARDEN HOSE SHALL BE USED FOR WATERING SEEDED AREAS. THE AREA MUST BE MAINTAINED CONSISTENTLY MOIST FOR THE BEST GERMINATION RESULTS. ADDITIONAL WATERING MAY BE REQUIRED IF PLANTING AND SEEDING OCCUR OUTSIDE OF THE RECOMMENDED PLANTING SEASONS. SE P T E M B E R 9 , 2 0 2 2 KJ K KJ K BR K Ch e c k e d B y : De s i g n e d B y : Da t e : Dra w n B y : Su s t a i n a b l e E n v i r o n m e n t a l S o l u t i o n s ww w . h o r s l e y w i t t e n . c o m 90 R o u t e 6 A Sa n d w i c h , M A 0 2 5 6 3 50 8 - 8 3 3 - 6 6 0 0 v o i c e 50 8 - 8 3 3 - 3 1 5 0 f a x Ho r s l e y W i t t e n G r o u p , I n c . PLANTING LAYOUT NOTES 1. FOR AREAS WITH MIXED PERENNIALS AND/OR GRASSES (SHOWN AS HATCHED AREAS ON PLANS), DO NOT PLANT IN A PATTERN OR WITH LARGE AREAS OF THE SAME SPECIES. RANDOMLY PLANT AS INDICATED ON THE PLANTING PLANS INTO SMALL GROUPINGS OF THE SAME SPECIES TO CREATE A MORE NATURALISTIC APPEARANCE. PLANT THE SAME PLANT SPECIES IN GROUPS OF 3-7 AND NOT LARGER THAN 7, DEPENDING ON THE OVERALL NUMBER OF PLANTINGS. 4" DEPTH LOAM AND SEED NOT TO SCALE TOPSOIL- NO STONES GREATER THAN 1" Ø, COMPACT WITH A HANDROLLER IN TWO DIRECTIONS AND FINE RAKE PRIOR TO SEEDING. SUBSOIL- COMPACTION NO > 90% DENSITY FINISH GRADE SEED AS SPECIFIED IN NOTES AND DRAWINGS. SUBSOIL- SCARIFY AND LOOSEN ROUGH GRADE PRIOR TO TOPSOIL PLACEMENT NOTES: 1. SEE LANDSCAPE GRADING SPECIFICATIONS FOR TOPSOIL REQUIREMENTS. 2. CONFIRM SUBGRADES ARE CORRECT AND POSITIVE DRAINAGE IS MAINTAINED PRIOR TO PLACEMENT OF TOPSOIL. 3. NOTIFY ENGINEER/LANDSCAPE ARCHITECT FOR REVIEW OF SUBGRADE PRIOR TO PLACEMENT OF THE TOPSOIL. RETAIN SAME FINISH GRADE AFTER PLANTING AS ORIGINAL GRADE BEFORE DIGGING GENTLY HAND-LOOSEN SOIL FROM AROUND ROOTBALL WITHOUT SEVERING MAIN ROOTS. SPREAD ROOTS OVER MOUND OF UNDISTURBED SUBGRADE 3" PINEBARK MULCH. PULL MULCH 3"-6" AWAY FROM BASE OF PERENNIAL. REMOVE SAUCER AFTER ONE SEASON. MOUND WITH EXCAVATED SOIL TO 3" ABOVE FINISHED GRADE. EXCAVATE HOLE TO DIAMETER 2X WIDER THAN ROOTBALL. BACKFILL WITH LOAM. 2 x ROOT BALL DIAM. PERENNIAL PLANTING NOT TO SCALE LOOSEN ROOTS SCORE ROOTBALL IF POT-BOUND REMOVE CONTAINER CONTAINER PLANT ROOTBALL TREATMENT NOT TO SCALE 2"-4" SOIL BERM 3" SHREDDED MULCH AS INDICATED PRUNE BROKEN OR DEAD BRANCHES AS DIRECTED BY LANDSCAPE ARCHITECT PLANT SHRUB PLUMB TOP OF ROOTBALL TO MATCH FINISH GRADE WITHIN 1" UNDISTURBED PERVIOUS SOIL PREPARED PLANTING SOIL MIXTURE 2 x DIAMETER OF ROOTBALL REMOVE TOP THIRD OF BURLAP AT ROOTBALL SCARIFY BOTTOM OF PLANTING HOLE 4" DEEP SHRUB PLANTING NOT TO SCALE 6" MIN. EQ. EQ. USE EQUIDISTANT TRIANGULAR SPACING FOR PLANTS - FOR ACTUAL SPACING SEE PLANS OR PLANTING SCHEDULE EQ. PLANTING SPACING NOT TO SCALE 2x DIAMETER OF ROOT BALL 3'-0" MIN. 4'-0" MIN. 12" MIN. EVERGREEN TREE PLANTING NOT TO SCALE PLANT TREE PLUMB - PRUNE BROKEN OR DEAD BRANCHES AS DIRECTED BY LANDSCAPE ARCHITECT NYLON GUY WEBBING- STAPLE OR TIE TO STAKE 3-2"x3"xVARIES WOOD STAKES TO FIRST WHORL OF BRANCHES @ 120 DEGREE INTERVALS AND PLACED PLUMB. REMOVE TOP THIRD OF BURLAP AT ROOTBALL PLANTING SOIL APPROVED SUBGRADE 3" SHREDDED MULCH IN TREE PIT OR AS INDICATED ROOT FLARE AT GRADE DO NOT BURY OF PILE MULCH GRADE SCARIFY SIDE WALLS AND BOTTOM OF TREE PIT 4" DEEP MINIMUM 2 x DIAMETER OF ROOTBALL 4'0" MIN. TREE PLANTING NOT TO SCALE 12" MIN. PLANT TREE PLUMB - PRUNE BROKEN OR DEAD BRANCHES AS DIRECTED BY LANDSCAPE ARCHITECT NYLON GUY WEBBING- STAPLE OR TIE TO STAKE 3-2"x3"xVARIES WOOD STAKES TO FIRST WHORL OF BRANCHES @ 120 DEGREE INTERVALS AND PLACED PLUMB. DO NOT PUT STAKES THROUGH ROOTBALL 3" SHREDDED MULCH IN TREE PIT OR AS INDICATED REMOVE TOP THIRD OF BURLAP AT ROOTBALL SCARIFY SIDE WALLS AND BOTTOM OF TREE PIT 4" DEEP 2"-4" SOIL BERM PLANTING SOIL APPROVED SUBGRADE TOP OF ROOTBALL FLUSH WITH FINISH GRADE. ROOT FLARE EXPOSED. DO NOT BURY OR PILE MULCH. GRADE 36" MIN. 24" MIN. GRADE 2'-0" MIN. GRADE 2'-0" EVERGREEN TREE DECIDUOUS TREE TREE PROTECTION NOT TO SCALE 1'-0" CLEARANCE AROUND DRIPLINES OF TREES 4'-0" NOTES: 1. FENCING SHALL BE ORANGE RESINET SM60 BARRIER FENCE “SNOW FENCE” OR APPROVED EQUIVALENT. 2. POST SHALL BE HOT ROLLED RAIL STEEL AND FORMED INTO A “T”. DIMENSIONS OF “T” POST SECTION, APPROXIMATELY 1 7/16” X 1 5/16” X 1/8” X 6' (SIX FEET) LONG. THE POST SHALL BE PAINTED GREEN OR GALVANIZED. 3. THE FENCING SHALL REMAIN IN PLACE UNTIL ALL EXCAVATION HAS BEEN COMPLETED AND THE SURFACE HAS BEEN RE-ESTABLISHED 1'-0" CLEARANCE AROUND DRIPLINES OF TREES 6'-0" STANDARD STEEL POST SNOW FENCE 6'-0" STANDARD STEEL POST 5'-0" O.C. SNOW FENCE 4'-0" PLANT TREE PLUMB - PRUNE BROKEN OR DEAD BRANCHES AS DIRECTED BY LANDSCAPE ARCHITECT NYLON GUY WEBBING- STAPLE OR TIE TO STAKE 3" SHREDDED MULCH IN TREE PIT OR AS INDICATED REMOVE TOP THIRD OF BURLAP AT ROOTBALL PREPARED PLANTING SOIL MIXTURE PERVIOUS SOIL 2 x DIAMETER OF ROOT BALL 4'-0" MIN. 3'-0" MIN.12" MIN 3-2"x3"xVARIES WOOD STAKES TO FIRST WHORL OF BRANCHES @ 120 DEGREE INTERVALS AND PLACED PLUMB FIRMLY FORMED SAUCER (USE TOPSOIL) ANGLE OF REPOSE VARIES WITH STEEPNESS OF SLOPE AND SOIL TYPE TREE PLANTING ON SLOPE NOT TO SCALE PERMITTING SET ONLY NOT FOR CONSTRUCTION EROSION CONTROL BLANKET NOT TO SCALE BRING MATERIAL DOWN TO A LEVEL AREA W/ 24" BASE EXTENSION, TURN THE END UNDER 4" AND STAPLE AT 12" INTERVALS NOTES: 1. EROSION CONTROL BLANKET TO BE ALL NATURAL MATERIAL SUITABLE FOR TEMPORARY STABILIZATION - NORTH AMERICAN GREEN BIONET S150BN OR APPROVED EQUIVALENT. 2. SLOPE SURFACE SHALL BE SMOOTH BEFORE PLACEMENT FOR PROPER SOIL CONTACT. 3. STAPLING PATTERN AS PER MANUFACTURER'S RECOMMENDATIONS. 4. DO NOT STRETCH BLANKETS/MATTINGS TIGHT. ALLOW THE ROLLS TO MOLD TO ANY IRREGULARITIES. 5. FOR SLOPES LESS THAN 3H:1V, ROLLS MAY BE PLACED IN HORIZONTAL STRIPS. 6. LIME, FERTILIZE AND SEED BEFORE INSTALLATION. PLANTING OF SHRUBS, TREES, ETC. SHOULD OCCUR AFTER INSTALLATION. STAPLE OVERLAPS MAX. 5' SPACING 6" MIN. OVERLAP ANCHOR IN 6"x6" MIN. TRENCH & STAPLE AT 12" INTERVALS 3" MIN. OVERLAPEROSION CONTROL BLANKET NATIVE SEED MIX (SEE SPECIFICATIONS) 176 Federal Street, Suite 5C, Boston, MA 02110 | 617-357-5550 (MA) 603-926-0752 (NH) | empowersuccesscorps.org May 13, 2021 Prepared by Generously supported by a microgrant from Barnstable County Economic Development Council 2021 HOUSING NEEDS STUDY 1 TABLE OF CONTENTS EXECUTIVE SUMMARY ................................................................................................................................ 2 INTRODUCTION .......................................................................................................................................... 3 BACKGROUND ........................................................................................................................................ 3 FINDINGS .................................................................................................................................................... 4 SUMMARY .............................................................................................................................................. 4 FACTS & FIGURES BEHIND THE SUMMARY ............................................................................................. 5 METHODOLOGY .......................................................................................................................................... 8 TASK 1 ..................................................................................................................................................... 9 Task 2 .................................................................................................................................................... 10 Task 3 .................................................................................................................................................... 10 Task 4: .................................................................................................................................................. 11 APPENDICES ............................................................................................................................................. 12 APPENDIX I ............................................................................................................................................ 13 APPENDIX II ........................................................................................................................................... 16 APPENDIX III .......................................................................................................................................... 18 APPENDIX IV ......................................................................................................................................... 19 ACKNOWLEDGMENTS .............................................................................................................................. 21 LIST OF PUBLIC RESOURCES ..................................................................................................................... 23 2 EXECUTIVE SUMMARY BACKGROUND FORWARD (Friends Or Relatives With Autism & Related Disabilities) is an independent 501(c) 3 nonprofit founded in 2014 by a group of concerned citizens whose common goal is to help meet the critical housing needs of adults with autism and related disabilities. In June 2020, FORWARD successfully completed a home building project, FORWARD at the Rock, on Town-owned land in Dennis, Massachusetts. The facility provides affordable, supportive housing for eight adults with severe autism and related disabilities and is fully occupied by residents eligible for state financial assistance. The ground-lease agreement with the Town of Dennis allows for the development of an additional eight units on the property to provide homes for developmentally disabled individuals. To assess the need for such housing, FORWARD engaged the non-profit consulting firm Empower Success Corps (ESC) in December 2020. In undertaking the study, ESC focused on the following as it relates to the developmentally disabled population on Cape Cod and the Islands: § Determining the need for various types of supported affordable housing § Assessing the current supply of affordable housing § Gauging the housing needs of the developmentally disabled population as understood by their caregivers, service providers, and advocates § Ascertaining the expert opinions of the Massachusetts Department of Developmental Services. SUMMARY OF FINDINGS § Service Provider surveys and interviews indicate that all forms of supportive housing are needed for the developmentally disabled population § The need for “extremely affordable” housing at 30% of Area Medium Income (AMI) is critical. § The shortage of affordable housing is acute. Public Housing Authority surveys show a scarcity of units for all applicants, with wait-lists numbered in the “hundreds.” § The need for supportive and supported housing is growing for adults with developmental disabilities and for those on the autism spectrum. § The Department of Developmental Services favors a housing model that provides for a range of intermittent at-home supports enabled by technology, as well as in-person assistance. § Interviews with Service Providers unequivocally express that the shortage of affordable housing is a barrier for hiring qualified personnel to care for their Cape Cod clients. METHODOLOGY In producing the Report, ESC Consultants worked collaboratively with FORWARD representatives over a five-month period. The basis for the findings was information gathered from customized surveys, interviews with key stakeholders, and review of relevant literature, reports, and data. Surveys were sent to local service providers, private special education schools, special education departments in local public high schools, and local public housing authorities. In-depth interviews were conducted with parents of young adults diagnosed with Autism Spectrum Disorder, disability advocates, service providers, and a virtual meeting was held with senior officials of the Department of Developmental Services. 3 INTRODUCTION Friends Or Relatives With Autism & Related Disabilities is an independent 501(c) 3 nonprofit organization founded in 2014 by a group of concerned Cape Cod citizens with a mission to build “affordable supportive homes that enable adults with autism and related disabilities to thrive in an appropriate, safe and healthy environment.” BACKGROUND DEVELOPING FORWARD AT THE ROCK Central to its mission, in June 2020, FORWARD successfully completed a home building project, FORWARD at the Rock, in the Town of Dennis, Massachusetts. The homes are designed as a duplex, with two houses side-by-side, each with four bedrooms and separate common areas and a shared courtyard. The houses provide affordable, supportive and permanent homes for eight adults with severe autism and related disabilities. Each home is fully occupied by residents receiving state financial assistance for rent and services, and they are fully staffed by Cape Abilities, a leading Cape Cod nonprofit service provider. The homes were specifically designed for adults ages 22 years and older who require around- the-clock service and are staffed with a minimum ratio of one staff member per four residents. All areas of the homes are wheelchair accessible and are designed to provide lifelong homes that accommodate residents as they age. FORWARD at the Rock is part of a residential neighborhood, just one mile from Dennis village and convenient to shopping, recreation, public beaches, day programs and other amenities. Success in completing FORWARD at the Rock proved the expertise of the organization in raising public and private funding and demonstrated that a small, committed nonprofit developer can successfully build affordable housing that meets the needs of this underserved population. Construction was completed on time and on budget. FINANCING FORWARD AT THE ROCK The project was financed by private, federal, and local sources: § $1,040,000 from the Community Preservation Act programs of six local Cape Cod towns (Dennis, Barnstable, Yarmouth, Brewster, Chatham and Mashpee) § 99-year lease of 4.6 acres of land at an annual rent of $1.00 from the Town of Dennis § $1,000,000 in funding through the state’s Facilities Consolidation Fund and the National Housing Trust Fund supported by a letter from the Massachusetts Department of Developmental Services endorsing the project § Community giving by individuals, businesses, and foundations § Mortgage loan from BlueHub, a nonprofit Community Development Financial Institution FORWARD AT THE ROCK MANAGEMENT FORWARD is the owner of the FORWARD at the Rock buildings and retains financial responsibility and oversight of the property, including capital improvements and replacements. Cape Abilities, a well- known and respected nonprofit based in Hyannis, manages and maintains the homes and provides care for the residents through a Sublease and Management Agreement with FORWARD and a service contract with the Department of Developmental Services. 4 LOOKING TOWARD THE FUTURE: HOUSING NEEDS STUDY The ground lease agreement with the Town of Dennis allows for the development of eight additional housing units on the property for individuals with autism and related disabilities. To assess the need for such housing, FORWARD engaged the non-profit consulting firm Empower Success Corps (ESC) in December 2020. In undertaking the study, ESC focused on the following as it relates to the developmentally disabled population on the Cape and the Islands: § Determining the need for various types of supported affordable housing § Assessing the current supply of affordable housing § Gauging the housing needs of the developmentally disabled population as understood by their caregivers, service providers, and advocates § Ascertaining the expert opinions of the Massachusetts Department of Developmental Services FINDINGS SUMMARY § Our Service Provider surveys and interviews indicate that all forms of supportive housing are needed for the developmentally disabled population, and the need for “extremely affordable” housing is critical. 80%+ of those identified with developmental disabilities are not gainfully employed, and those who work earn an estimated $16,000 to $23,000 per year. 1 § The shortage of affordable housing is acute. Our Public Housing surveys show a shortage of units for all applicants, and the 2017 Cape Cod Commission report notes that Barnstable County is short of 4,441 affordable housing units to meet the target Safe Harbor 10% requirement under MA GL Chapter 40B.2 Dennis has 390 units on its Subsidized Housing Inventory list, below the goal for achieving the 10% requirement under the law.3 § The need for supportive and supported housing is growing for adults with developmental disabilities and for those on the autism spectrum. By age eight, 1 in 54 children are identified with Autism Spectrum Disorder, and each year over 50,000 children with autism reach adulthood.4 The Massachusetts Department of Developmental Services (DDS) reports that the Cape Area Office receives 6-8 new clients each month who qualify for services. 5 § DDS officials note that a housing model that provides for a range of intermittent at-home supports enabled by technology, as well as in-person assistance, in a setting that encourages a connection 1 Parent caregivers of adult children with disabilities 2 Cape Cod commission, Regional Housing Analysis Barnstable County, 2017, p.15 3 See https://www.mass.gov/doc/subsidized-housing-inventory/download 4 Autism Speaks. https://www.autismspeaks.org/autism-statistics-asd 5 Meeting with DDS Officials March 19, 2021. 5 with the community will provide the kind of flexibility this population needs to be successful living independently. § Interviews with Service Providers unequivocally express that the shortage of affordable housing is a barrier for hiring qualified personnel to care for their Cape clients; thus, the solution for providing housing for the developmentally disabled population should be considered in tandem with expanding the stock of workforce housing. The critical need for workforce housing is confirmed by local reports. A Housing Assistance Corporation 2018 study notes that high housing costs “are driving the local workforce away.”6 FACTS & FIGURES BEHIND THE SUMMARY The big picture reveals that the Commonwealth of Massachusetts is estimated to have a population of approximately 188,000 in the 18 to 64-year-old age range who experience cognitive difficulty. Nearly 5,000 live in Barnstable County, and of that group over 3000 have difficulty living independently, documenting the need for supports for this segment of the population. Massachusetts Barnstable County Dukes County Nantucket County Total Population 6.7MM 210,000 17,000 11,000 Population Ages 18-64 4.3MM 116,000 10,000 7,100 Cognitive Difficulty 18-64 188,000 4,900 165 365 Self-care difficulty Ages 18-64 65,000 1600 153 49 Independ. living difficulty Ages 18-64 142,000 3,300 192 155 Source: American Community Survey. Table ID S1810, Data Set ACSST5Y2019, ACS 5-Year Estimates Subject Tables, Vintage 2019 It is this very population that requires affordable housing solutions: § An estimated 81% of developmentally disabled adults 18 and over do not have a paid job in the community.7 § Even those who work and receive Social Security Income still cannot afford market rents given monthly earnings of between $1300 and $2000. Parent advocates tell us that a typical scenario is a developmentally disabled individual receiving about $750 per month from Social Security Income and working a part-time job of 10-20 hours per week at the Massachusetts minimum wage of $13.50 per hour. 6 Housing Assistance Corporation, “Housing on Cape Cod: The High Price of Doing Nothing” 2018, p.4 72016-2017 National Core Indicators Survey. 6 § At a yearly income between $16,000 and $23,000, these individuals fall into the “extremely low” and “very low-income” categories of housing affordability, earning between 26 and 37 per cent of the estimated 2021 Barnstable County Area Median Income of $62,510 for a 1- person household. 8 PERSPECTIVES FROM THE DIRECT CARE SERVICE PROVIDERS Service providers and disability advocates know the affordable housing problem well. Barnstable County’s key non-profit service providers - Cape Abilities, Community Connections, and Cape Organization for the Rights of the Disabled - collectively serve 763 clients. Their executives tell us that: § they have clients who would immediately take advantage of more affordable housing if it were available § the cost and lack of housing on the Cape makes rental payments unaffordable even to holders of Section 8 vouchers § a range of affordable housing options are all deemed “high need” including: - Group Homes - Apartments for Shared Living, including Adult Foster Care - Independent Living with varying levels of supports and supervision - Independent Living with caretaker apartment PERSPECTIVES FROM THE MA DEPARTMENT OF DEVELOPMENTAL SERVICES Working closely with the developmentally disabled population is the Massachusetts Department of Developmental Services (DDS). With a mission “to enhance opportunities to become fully engaged members of their community,” DDS is the most important source of public support for individuals with intellectual and developmental disabilities. The Cape Cod and the Islands Area Office Director and DDS senior managers tell us that: § The Department gives highest priority to clients in immediate, urgent need. § Cape Area DDS office has an Active Consumer list of 1,403 clients. § Cape Area DDS has an average of 54 new clients per year who are eligible for services.9 8 https://www.huduser.gov/portal/datasets/il/il2021/2021summary.odn. HUD determines that 1-person household median income is equal to 70% median income of 4-person household. 9 This number is derived from 3-6 newly qualified clients per month. “…with supports, many individuals with ASD can live in the community if affordable housing is available.” Housing Sub-Committee of the Massachusetts Autism Commission, 2017 “Availability, accessibility, and affordability – these are the critical housing needs for our clients.” David Botting, President & CEO, Community Connections 7 In terms of the Department’s outlook for on-going services, they see a need for “intermittent at-home” support as a means of assisting those who live independently. Moreover, DDS is promoting supportive technology and unveiled their “Technology Forward” initiative in April 2021. In addition to favoring housing that is connected to the broader community, the Department favors housing that incorporates wired infrastructure for supportive technology. PIPELINE OF FUTURE DEMAND While the Service Providers’ perspective is grounded in the present, the survey of high schools, private special education and public schools, with six respondents, provides a look into the future. The two special education private schools –Riverview School and Latham School - total approximately 40 graduates annually, about 25 percent of whom may stay on the Cape. Officials at these schools indicate that after graduating, most of these students will need significant or moderate living support. The public high schools average 30 Individual Education Plan (IEP) graduates annually, with an over-all average of 10 students estimated to require moderate or minimal support after leaving the school system at age 22. Speaking with five parents of teenage youth living at home and attending school enriched our perspective. Their children will age out of the services mandated by the education system and potentially become available for adult services within a five-year time frame. Most of the families believe that with sufficient training and supervision, their children could live independently in supported housing, either alone or with a roommate. The consensus hope is that their adult children would be able to work at a job they found rewarding, probably on a part time basis, and have a satisfying social life, as well. Finally, augmenting these future school graduates is the population of developmentally disabled adults who live with aging parents, all of whom will need to find housing when their parents are no longer able to care for them. PUBLIC HOUSING AS A SOURCE OF AFFORDABLE HOUSING SUPPLY: EXTREMELY LIMITED As noted earlier, affordable housing is in extremely short supply. So, too, is Public Housing. There are 13 Public Housing Authorities on Cape Cod and Islands. The nine for which we have information manage over 1,800 units, with the Town of Barnstable accounting for more than half of the total. The estimates of the size of the waiting lists for these units far exceeds the supply. Moreover, of the reported 1844 public housing units only 237 were reserved for citizens with any form of disability. Housing Authority administrators are overwhelmed with demand for these units. When asked which population – Elderly, Disabled, Families, etc. – was most in need of affordable housing, the systematic response was that all were in dire need of assistance. HOUSING CHALLENGES IN TOWN OF DENNIS The Dennis Housing Production Plan - Update 2020 articulates several broad findings. The report tells us that: “My home and community- based programs are in desperate need of housing. For both groups there is no affordable housing available on the Cape. A Shared Living option with three- bedroom units, housing two individuals and a caretaker, would mean that some people could move out of Group Homes and into Shared Living which would open new beds in Group Homes. We have people with Section 8 vouchers who can’t find a place to live, and we support individuals with autism who will soon be ready to live independently with supports. We just need places for them to live.” -- Amanda Dana, Director of Home and Community-Based Supports. 8 § Nearly 18 per cent of the Dennis population reports having one or more disabilities, a higher rate than both Barnstable County (13.2 per cent) and the State (11.6 per cent).10 § Special consideration should be given to the needs of older residents, residents with disabilities, and those living in poverty, all of whom Dennis has in relatively large numbers. § In 2018, Dennis Median Household Income was the second lowest on Cape Cod. § Sixty-four percent of the households in Dennis pay more than 30 per cent of their income on their housing costs – the definition by HUD of “housing cost burdened,” paying more than 30% on housing with subsequent difficulty affording necessities such as food, medical care, and other needs.11 These findings paint a picture of a serious mismatch between housing availability and housing affordability in Dennis – a condition that exists throughout the Cape – and rightly notes that the mismatch may well affect the disabled population more severely. In seeking to address the problem, the Dennis Housing Production Plan 2020 Update notes that the Town will need to produce 38 units of affordable housing annually (0.5 per cent of its housing stock of 7,600 year-round units) to meet the threshold one-year Safe Harbor exemption from MA GL Chapter 40B.12 A project in Dennis, such as the one proposed by FORWARD, that meets the housing needs of the developmentally disabled can be part of the solution. In fact, the Housing Production Plan favorably cites FORWARD at the Rock as a recent affordable housing development “success,” complimenting the project design as aligning with local preferences. Moreover, during “village conversations” held while formulating the Plan, participants mentioned that providing “more housing options for people with disabilities” might be a helpful solution to the housing shortage.13 METHODOLOGY The project was conducted by a four-member consulting team from Empower Success Corps (ESC) in consultation with a Working Group from FORWARD. Members of the FORWARD Working Group included Kathy Ohman, Board President; Bob Samoluk, Board Clerk; and David Kaplan, Executive Director. The ESC team consisted of Bruce Berzin, Louise Borke, Susan Houston, and Marietta Joseph, Team Lead. Work began at the initial meeting December 17, 2020 and continued at scheduled bi-weekly meetings beginning January through the end of May 2021. 10 Town of Dennis Housing Production Plan Update 2020, p.17 11 https://www.google.com/search?client=safari&rls=en&q=www.HUD+Defining+Housing+Affordability&ie=UTF-8&oe=UTF-8 12 Town of Dennis Housing Production Plan, p.1 & 2 13 Ibid, p.60 &61. “… the issue of affordable housing in Dennis cannot be separated from the issue of disability rights.’’ The Dennis Housing Production Plan – Update 2020 9 TASK 1 IDENTIFY SOURCES Identify sources that might provide reliable information on the need for affordable housing for adults with developmental disabilities. DEMAND FOR SUPPORTIVE AFFORDABLE HOUSING § Service Providers on Cape Cod supporting the population of individuals with diagnoses of developmental disabilities, including autism spectrum disorder. These non-profit organizations provide residential or day services, job training and other supports to the local Cape Cod population and, accordingly, have experience with all age groups, and are supporting Department of Disability Services clients through their Individual Support Plans. § Special Education Schools, Public High Schools on Cape Cod and Islands providing Individual Education Plans (IEP) to students in transition to adult living. These schools would provide information on the stream of young adults who in the future will require supportive housing. § Parents with adult children living at home, specifically parents who are concerned that as they age, they will be unable to continue caring for their adult children, parents who are currently seeking long-term housing for their loved ones, and parent advocates for the developmentally disabled. § Massachusetts Department of Developmental Services office that serves the Cape and the Islands. § General Information Sources, University of Massachusetts Medical Center and Eunice Kennedy Shriver Center that recently authored a study on Children and Youth with ASD/DD; the UMass Donahue Institute, a research and consulting arm of the University of Massachusetts; and advocacy groups such the Asperger/Autism Network (AANE), Cape Cod Commission. SUPPLY OF AFFORDABLE HOUSING § Local Public Housing Authorities (PHAs). Cape Cod and the Islands has 13 PHAs which own or manage public housing and manage the distribution of so-called “mobile” vouchers that enable low-income individuals to access housing at below market rates. § General Information Sources. Dennis Housing Production Plan, MassHousing, Community Development Organizations, Advocacy groups such as Community Development Partnership, Housing Assistance Corporation, Department of Housing and Community Development. 10 TASK 2 REVIEW GENERAL INFORMATION SOURCES The ESC team reviewed the rich trove of information and reports from general information sources noted above and consulted with housing specialists from the UMass Donahue Institute regarding data from the American Community Survey. TASK 3 DEVELOP, TEST, AND DISTRIBUTE QUESTIONS The ESC Team, with the input of the FORWARD Working Group, developed questions and considered the format for securing responses from the various groups identified above. § Service Providers: Thirteen questions with multiple sub-parts were developed with the goal of securing aggregate information about the Service Provider client population. In broad terms, the questions intended to capture the size and characteristics of their client base, current living arrangements, and current and future housing needs. The questions were tested by two Service Provider organizations well-known to FORWARD, and after editing, were incorporated into Survey Monkey platform. Executive Director David Kaplan distributed the questionnaire to ten Providers working on the Cape with an introduction requesting participation in an important project to evaluate the need for housing for the Developmentally Disabled. (Appendix I) After distribution and follow-up calls, five responses were received and aggregated, representing 763 clients. Follow-up interviews were held with two of the Service Providers, Cape Abilities and Community Connections. § Schools: School administrators were asked three questions requesting the recipient’s participation. These questions focused on the number of students with Individual Education Plans (IEP) who graduate from the institution each year, the severity of their disability, and an estimate of the type of housing that would be most appropriate for these individuals if not living at home with parents. ESC Consultants sent the questions to ten school administrators either known to FORWARD or to contacts identified through school departments. An introduction to the email provided information about FORWARD and the Survey Project. (Appendix II) Multiple follow-up calls were made and six responses were received and aggregated. § Parents: Parents of young adults and teenagers known to FORWARD personnel were interviewed via telephone by ESC consultants and Board president Kathy Ohman. Five parents responded. (Appendix III) § Public Housing Authorities: Thirteen local Public Housing Authorities were asked eight questions focusing on the number of units they owned or managed, how many reserved for individuals with disabilities, how many on waitlists for these units, and similar questions about their voucher programs. The questions were tested for suitability with a volunteer Public Housing Authority Executive Director. After editing, questions were incorporated into the Survey Monkey platform and sent to thirteen local Public Housing Authorities (PHAs) with an introductory email (Appendix IV). Of note, PHAs designate individuals within the general category of “disabled” (no distinction for developmentally disabled) and include this population 11 in the same category as “elder”- age 60 for state housing and age 62 for federal assistance. After follow-up calls, of the 13 Survey Monkey inquiries sent, eight responses were received and aggregated. TASK 4: ANALYZE AND SYNTHESIZE INFORMATION FROM CUSTOMIZED SURVEYS, INTERVIEWS, AND LITERATURE REVIEW In a collaborative and iterative process with the Working Group, the ESC Team developed key findings that form the basis of this report. 12 APPENDICES APPENDIX I Outreach to and Survey of Local Service Providers APPENDIX II Outreach to and Survey of Local Public and Specialty High Schools APPENDIX III Outreach to Parents of Children with Developmental Disabilities APPENDIX IV Outreach to and Survey of Local Public Housing Authorities 13 APPENDIX I SERVICE PROVIDERS CONTACTED Best Buddies Cape Abilities Community Connections Cape Organization for the Rights of the Disabled (CORD) Esprit Affordable Services Kennedy-Donovan Centers Living Independently Forever, Inc. (LIFE) May Institute North East Educational and Developmental Support Center (NEEDS) Toward Independent Living and Learning, Inc. (TILL) SAMPLE EMAIL TO RECIPIENTS Dear [Recipient]: We hope you will lend your knowledge and expertise to help us assess the affordable housing needs of adults on the Cape and Islands with developmental disabilities, particularly those with autism. As you know, FORWARD recently opened eight newly constructed units of supportive housing in Dennis, and we are committed to building additional housing for those with developmental disabilities. We are now looking toward the future, and to that end, we respectfully ask you or your designated staff to add your knowledge to the effort by completing a survey that will help us assess and quantify the need. The survey requires some modest preparation, so we are attaching a preview so you can review the questions beforehand to simplify taking the survey when you click on the link. We appreciate your participation in this important project! SURVEY MONKEY QUESTIONS Please tell us Your Organization___________ Your Name__________ Your Title________ Contact Information (email and phone number) We would like to understand the “big picture” about the clients you serve. 1. How many clients do you currently serve on Cape Cod and the Islands? _______ 2. How many of these clients are in a. Residential Programs Only_____ b. Day Programs Only_____ c. Both________ 3. What types of disabilities brought your clients to your organization? (Check all that apply) 14 a. Development Disabilities (excluding Autism) b. Development Disabilities (including Autism) c. Autism Spectrum Disorder (ASD) only d. Other (please specify) We would like to learn more about your clients with Developmental Disabilities. 4. Of your clients with Developmental Disabilities, approximately how many are on the Autism Spectrum? (Please check category) a. Fewer than 25 b. 25-50 c. 51-75 d. 75-100 e. Over 100 5. Can you characterize the degree of severity, and let us know how many of your ASD clients fall into each category? a. Mild b. Moderate c. Severe 6. Can you tell us how many of your ASD clients are in your a. Residential Programs Only_____ b. Day Programs Only____ c. Both _____ 7. How many of your clients with ASD fall within each age range? (Please specify number within range) a. 18-20 b. 21 to 34 c. 35 to 49 d. 50 to 64 e. 65 and older 8. How do they identify by gender? (Please specify number) a. Male b. Female c. Non-binary 9. Where do your clients with ASD live? (Check all that apply) a. Cape Cod Which towns?_________________________________________________________________ b. Nantucket & Martha’s Vineyard c. Southeastern MA (Plymouth County) d. Outside of the Cape, Islands, and SE Massachusetts We would like to understand the housing needs of your clients 15 10. Can you tell us about the living arrangements of your clients with developmental disabilities? (Please specify number) a. Group Home or Other Congregate Care b. At home with family members c. Shared Living (including Adult Foster Care) d. Living Independently i. Alone, with no in-house supports ii. Alone, but with varying levels of in-house supports e. Other (please specify_______________________________ 11. Can you quantify the number of adult clients you have now who are homeless, housing insecure, or in inadequate housing situations? (Please check or circle response) a. Fewer than 10 b. 10-30 c. 31-50 d. Over 50 e. Not Sure 12. Do you have clients who might immediately take advantage of more appropriate and affordable living situations if they were available on the Cape? a. Yes…. If so, what type?_____________________________________________ b. No c. Not sure …and toward the future 13. What do you perceive to be the biggest housing need on Cape Cod for those on the Autism Spectrum or other Developmental Disabilities? (Open Question) 14. If you could wave a magic wand and create housing for 8 adults with Autism, what type of housing do you believe would fulfill the greatest need? (Rank each as “High Need” “Moderate Need” “Low Need”) a. Group Home (supportive housing w/ round-the-clock staffing) b. Apartments for Shared Living Arrangements c. Independent living with varying levels of supports and supervision d. Independent living with few or no supports (caretaker/superintendent apartment) e. Other – please specify______________________________________ 15. Does the Cape’s lack of affordable work force housing affect your ability hire qualified staff? a. Yes b. No c. Not sure 16. Is there anything you would like to add regarding the housing needs of adults with Development Disabilities on the Cape? (Open Ended) Thank you for completing the survey. We appreciate your time and effort! Your responses will be shared only with FORWARD and ESC, and we will keep you posted on further developments. ---The FORWARD-ESC Team 16 APPENDIX II HIGH SCHOOLS CONTACTED Schools Special Education Riverview Latham High Schools - Public Barnstable Bourne Dennis-Yarmouth Regional Falmouth Mashpee Monomony Regional Nauset Regional Sandwich Martha s Vineyard Regional Nantucket SAMPLE EMAIL TO RECIPIENTS Dear [Recipient]: I am a consultant with Empower Success Corps (ESC), a nonprofit consulting group. We are working with FORWARD (Friends or Relatives with Autism and Related Disabilities) on a Market Survey to evaluate the need for appropriate, affordable housing on the Cape and Islands for young adults with developmental disabilities and, more specifically ASD. Your experience at [NAME] High School and input on this issue will be very helpful to our work. Please answer the three brief questions below and return via email. SCHOOL SURVEY QUESTIONS We would like to gather information about the future needs of the students with Developmental Disabilities and/or Autism Spectrum Disorder currently in your system. Specifically, we would like your projection about how many of these students will need and/or want to live independently from their families in the future. We greatly appreciate your response. 1. How many students with an Individual Education Plan (IEP) enrolled in your school graduate each year? __ (a) How many of these students are on the autism spectrum? _ 2. In your judgment, how many of these individuals will be able to live independently of their families after they turn age 22? __ 3. What type of housing support will be most appropriate for these individuals if they are not living with their families? 17 Specifically, how many may require: Significant support___ Moderate support____ Minimal support ____ 18 APPENDIX III SAMPLE EMAIL TO PARENTS OF CHILDREN WITH DEVELOPMENTAL DISABILITIES Dear [XXXX] I am an ESC Consultant. As the Board Chairperson at FORWARD has mentioned to you, Empower Success Corps (ESC), a nonprofit consulting group, is working with FORWARD on a Market Survey to evaluate the need for appropriate, affordable housing on the Cape and Islands for adults with developmental disabilities and, more specifically ASD. Your experience and input on this issue will be very helpful to our work. Would you let me know when during this coming week you would be available for a telephone interview lasting about 20 minutes? Thank you in advance for your assistance on this important project. PARENT SURVEY QUESTIONS Age of your child_____ Current living situation_____ DDS Status: Priority 1______ Other DDS_____ Other agency involvement, (include school)______ No agency involvement ________ Where do you see your child living? In 5 years___________________ In 10 years__________________ Are you on a Public Housing Authority wait list? 19 APPENDIX IV PUBLIC HOUSING AUTHORITIES CONTACTED Barnstable Mashpee Bourne Orleans Brewster Provincetown Chatham Sandwich Dennis Yarmouth Falmouth Duke’s County Harwich SAMPLE EMAIL TO RECIPIENTS Dear [Executive Director]: FORWARD - Friends Or Relatives With Autism & Related Disabilities is a nonprofit charitable organization, founded in 2014 for the purpose of building homes for adults with Developmental Disabilities. ESC, Empower Success Corps, is a nonprofit consulting organization, whose mission is to assist other nonprofits. Its consultants are volunteers. FORWARD has retained Empower Success Corps (ESC) to evaluate the need for and availability of housing on the Cape and Islands for adults with Handicaps or Disabilities. I am writing in the hope that you might be able to spend a few minutes responding to several questions that would assist FORWARD in evaluating the need for housing for individuals with Autism and Developmental Disabilities. The survey does not ask for any confidential or sensitive information. Aside from your contact information, there are only eight questions. Although our client, FORWARD, serve individuals with Developmental Disabilities, the Questionnaire only seeks information relating to general Handicaps or Disabilities. The link to the Survey Monkey Questionnaire follows PUBLIC HOUSING AUTHORITY SURVEY QUESTIONS 1. How many housing units does your Authority own or manage? a. How many applicants are on the waiting list? 2. How many, if any, of these units are reserved for citizens with: a. Disabilities b. How many such applicants are on the waiting list for these units 3. How many total outstanding portable vouchers (Federal Sect. 8, State MRVP plus others) does your authority administer? a. How many of these are held by citizens with Disabilities? 20 b. How many citizens are on the wait list to receive such portable vouchers? c. How many on the wait list have Disabilities? 4. Does your Authority have plans for increasing any of forms of housing that you now manage in 2021 or 2022? Y/N 5. If so, for how many units? a. General purpose b. Reserved for Disabilities 6. Among the forms of housing managed by the Housing Authority, what population do you perceive to represent the largest need on the Cape? e.g. Elderly, Physically Disabled, Developmentally Disabled etc. 7. Have you turned away people with Disabilities due to lack of available housing units? Y/N 21 ACKNOWLEDGMENTS WE THANK THE FOLLOWING FOR THEIR TIME AND INSIGHTS DURING INTERVIEWS. Andrea Aldana Director of Housing Advocacy Community Development Partnership Carrie Bernstein Research Manager State Data Center Manager Economic and Public Policy Research UMass Donahue Institute Tim Buhler Executive Director Orleans Housing Authority Michelle Cantara Co-Director Adult Services The Asperger/Autism Network Amanda Dana Director of Home & Community-Based Support Cape Abilities Nancy Friend Executive Director Dennis Housing Authority Laura Gallant Community Resource Specialist, Northeast Region Department of Developmental Services Joe Krajewski Chief Operating Officer Community Connections Allen McLennan Cape Cod Village Chairman Affordable Housing Trust Board (2020) 22 Michael McNally Research Analyst Economic and Public Policy Research UMass Donahue Institute Bernard McNamara Director of Pupil Services Sandwich School District Michael Scarpellini Director of Programs Cape Abilities Cathy Taylor Director of Services Cape Organization for Rights of the Disabled (CORD)(delete extra space above Kathy Titus) Kathy Titus Director of Vocational and Transition Services Riverview School With special thanks to the Department of Developmental Services: Victor Hernandez Deputy Assistant Commissioner Richard O’Meara Regional Director Southeast Richard Cavicchi, Area Director Cape Cod & the Islands 23 LIST OF PUBLIC RESOURCES BARNSTABLE & DUKES COUNTIES SOURCES § Cape Cod Commission, Regional Housing Market Analysis and 10-Year Forecast of Housing Supply and Demand for Barnstable County, Mass. 2017 - https://www.capecodcommission.org/our-work/housing-market-analysis/ § Cape Cod Comprehensive Economic Development Strategy (CEDS) 2019-2023 - https://www.capecodcommission.org/our-work/ceds § Dennis Housing Production Plan Update 2020 to 2017 Plan - https://onedrive.live.com/?authkey=%21ALR1yJfFwD8Vyx8&cid=9E9AB5C3A5C1C962&i d=9E9AB5C3A5C1C962%217884&parId=9E9AB5C3A5C1C962%217883&o=OneUp § Housing Assistance Corporation, Housing on Cape Cod: The High Cost of Doing Nothing, 2018 - https://secureservercdn.net/104.238.71.250/hzu.dec.myftpupload.com/wp- content/uploads/2019/06/HAC-Housing-on-Cape-Cod.pdf § The Island Autism Group – Island Autism Group; Three-Year Business Plan, June 2020 - https://islandautism.org/wp-content/uploads/2020/09/island-autism-plan- 09122020.pdf US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT – HUD § Defining Housing Affordability - https://www.huduser.gov/portal/pdredge/pdr-edge-featd-article-081417.html § Department of Housing and Community Development Chapter 40B Subsidized Housing Inventory (SHI) as of December 21, 2020* - https://www.mass.gov/doc/subsidized-housing-inventory/download § FY 2020 Income Limits – HUD User - https://www.huduser.gov/portal/datasets/il/il20/FAQs-20.pdf § FY 2020 Income & Rent Limits for 19 MA Income Limit Areas - https://www.masshousingrental.com/portal/server.pt/document/15608/2020_income_ __rent_limits_for_19_massachusetts_income_limit_areas` VARIOUS MASSACHUSETTS GOVERNMENTAL UNITS 24 § Important Transition Information Every Family Should Know; April 2015, Massachusetts Department of Developmental Services - https://www.mass.gov/files/documents/2016/07/vy/may2015-transition-sheets.pdf § Massachusetts Healthy People 2020 Autism Roadmap Report: Understanding Needs & Measuring Outcomes, University of Massachusetts Medical Center and Eunice Kennedy Shriver Center. - https://shriver.umassmed.edu/wp-content/uploads/2020/07/MA-HP2020-Autism- Roadmap-Report-FINAL_tagged.pdf § Mass. Dept. of Housing and Community Development 2019 Analysis of Impediments to Fair Housing Choice; UMASS Donahue Institute - https://donahue.umass.edu/our-publications/2019-analysis-of-impediments-to-fair- housing-choice § Massachusetts State Plan for Independent Living, (SPIL) 2021-2023; Part B Independent Living Services - https://masilc.org/wp-content/uploads/2021/01/Massachusetts_SPIL_2021- 2023_final_approved-3.pdf § Supportive Housing Currently Available to People with ASD in Massachusetts, Prepared for Housing Sub-Committee of Massachusetts Autism Commission Technical Collaborative, June 2017 - https://www.mass.gov/files/documents/2017/09/zr/housing-survey-2017.pdf § Technology Forward Initiative, MA Department of Developmental Services, April 2021 - https://www.mass.gov/doc/dds-technology-forward-initiative-april-2021/download OTHER SOURCES § American Community Survey 5-Year Data (2009-2019) - Table ID S1810, Data Set ACSST5Y2019 § “The Challenge of Aging With Autism”, CommonWealth, Jo Ann Simmons and Elizabeth Zwick, Oct 13, 2019 - https://commonwealthmagazine.org/opinion/the-challenge-of-aging-with-autism/ § Housing Models for Adults with Intellectual Disabilities Who Are Not in State-Supported Housing, Margolis and Bloom LLP, Task Force Chair - http://www.afamaction.org/adult-services-committee/ § MassLive; “Massachusetts schools serving four times as many students with autism as it did 15 years ago.” May 9, 2019 25 - https://www.masslive.com/politics/2019/05/massachusetts-schools-serving-four-times- as-many-students-with-autism-as-it-did-15-years- ago.html#:~:text=The%20number%20has%20nearly%20doubled,student%20population %20of%20nearly%20174%2C000.&text=In%202004%2C%20Massachusetts%20counted %205%2C383,that%20number%20increased%20to%2022%2C845. § Massachusetts State Data Center, Economic and Public Policy Research, University of Massachusetts Donahue Institute § New England ADA Center, Data on Disability in States, Cities and Sub-Groups in New England, March 2019 - https://ne-ada.s3.amazonaws.com/Data+on+Disability+in+States+Cities+and+Sub- Groups+in+New+England+04.12.19.pdf § Olmstead Final Plan -2018, Massachusetts - https://www.mass.gov/files/documents/2018/09/20/olmstead-final-plan-2018.pdf FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 FORWARD at the Rock PHASE II SITE DOCUMENTS Brewster Community Preservation Committee December 1st, 2022 99 Year Ground Lease with Town of Dennis Original Deed Assessor’s Tax Card Recorded Plan Book and Page Lot Lines Extract of Article 3, October 28, 2014 Special Town Meeting Lease Exhibit Survey ALTA Stamped Survey Photos of Site Aerial Views of Site Zoning Approval 1 Pictures of PHASE II Site 2 3 4 FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 FORWARD at the Rock PHASE II Letters of Support Brewster Community Preservation Committee December 1st, 2022 1. Victor Hernandez, Deputy Assistant Commissioner, Department of Developmental Services 2. Tim Whalen, State Representative 3. Cathy Taylor, Parent 4. David Botting, CEO/President, Community Connections 5. Town of Dennis Select Board 6. Sarah Peake, State Representative 7. Anne McManus, President and CEO, Latham Centers 8. Kim McElholm, President and CEO, Cape Abilities, Inc. 9. Katie Gallagher, Senior Residential Program Manager, Cape Abilities 10. Inga Wronski , Parent 11. Paul Shea, Parent 12. Jodie Tulloch, Parent 13. Richard O’Meara, Regional Director, Department of Developmental Services 14. David Quinn, Housing Assistance Corporation 15. Kathryn McHugh, BlueHub Capital 16. John Cotton, Rockland Trust Kathy Ohman, President October 26, 2022 FORWARD P.O. Box 1174 South Dennis, MA 02660 RE: FORWARD at the Rock Phase II Project Dear Kathy, Thank you for contacting me regarding the FORWARD at the Rock Phase II Project. I write to express my strong support of this project because of the critical need for affordable housing that accommodates adults with autism and related developmental disabilities on Cape Cod. Phase II of the FORWARD at the Rock Project is a comprehensive proposal that will undoubtedly provide a higher quality of life for individuals on the autism spectrum. This age-in-place living facility will offer a permanent, stable living environment allowing residents to live independently while receiving access to care and support as needed. The Phase II Project will be accessible and barrier free, accommodating residents as they age, all while being affordable regardless of an individual’s ability and circumstance. FORWARD has served Cape Cod for nearly a decade through its successful collaboration with our local municipalities, businesses, non-profit organizations, and governmental entities. These partnerships have allowed FORWARD to create a regional housing community for an underserved population in a place where housing is typically scarce, unattainable, and cost prohibitive. The FORWARD at the Rock Phase I Project is the perfect example to showcase the success this organization has had in our local community. The property located at Hokum Rock Road was built on-time and on-budget and has been fully occupied with a positive monthly cash flow since its completion in June 2020. It has given adults with autism the opportunity to thrive in a safe and caring environment and has allowed them to age-in-place in their forever homes. There is an apparent and continued need for affordable housing on Cape Cod and I believe FORWARD will be successful in continuing to alleviate this need for a population that is so important to our community. I strongly support FORWARD at the Rock Phase II and wish you success on this worthy project. Sincerely, Sarah K. Peake 460 West Main St. Hyannis, MA 02601 • haconcapecod.org • hac@haconcapecod.org • 508-771-5400 fax: 508-775-7434 April 6, 2022 To Whom It May Concern: I am writing to express my support for Phase 2 of the FORWARD at the Rock project on Hokum Rock Road in Dennis, MA. Housing Assistance Corporation (HAC) partnered with FORWARD in Phase 1 of the project, which resulted in the successful construction of a duplex style group home with eight units of affordable housing for adults with developmental disabilities. HAC is excited to be joining FORWARD again as development consultant on Phase 2. Phase 2 will create an additional eight affordable one-bedroom independent living apartments to accommodate higher functioning developmentally disabled adults who still need supportive services, health and safety supervision and access to 24-hour emergency response, but do not require a congregate setting with around-the-clock staffing. HAC understands the challenges of finding safe and affordable housing on Cape Cod for people of all income levels. This is especially true for developmentally disabled adults who historically, have limited options to live independently. As an affordable housing developer, HAC understand the challenges of planning, designing, and funding a complex project in an environment of sky- rocketing construction costs. Through their success in Phase 1, FORWARD has proven that they have the ability to manage complex affordable housing development project from start to finish. HAC is happy to support FORWARD’s efforts in Phase 2 of this project and are confident the results will be the same. I hope you will support this important project. Sincerely, David Quinn Director or Housing Development and Planning Housing Assistance Corporation dquinn@haconcapecod.org (508) 280-8465 FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 2 of 20 October 22, 2022 FORWARD GOVERNANCE, OPERATIONS, & TIMELINE •Introduction •Organization Chart •Board Members & Committees •Board Advisors & Consultants •Recent Board Presentations •Board of Directors & Staff Bios, 2022 •Organization Timeline & Milestones Introduction FORWARD (Friends Or Relatives With Autism & Related Disabilities) was founded in response to a Request for Proposals from the Town of Dennis to build affordable supportive housing for adults with autism. FORWARD was incorporated as a 501 (c) 3 in July, 2014, and in June, 2015, submitted its winning proposal to the Town under the auspices of the Housing Assistance Corporation (HAC). That proposal has evolved into FORWARD at the Rock, a new purpose-built housing community for Department of Developmental Services (DDS) Priority One adults with autism and related developmental disabilities in need of affordable supportive housing which provides around-the-clock care and comprehensive supports. In pursuit of building FORWARD at the Rock, the organization secured a 99-year ground lease for a 4.6 acre building site on land owned by the Town of Dennis. The agreement anticipated sixteen total units of housing to be built, and it was ultimately determined that the project would be built in two phases, each phase providing homes for 8 residents. The organization then commenced development of Phase I, a duplex consisting of two side-by-side group homes accommodating 4 residents each. FORWARD developed final construction plans, obtained permitting, and raised over $2.7 million in funding from the Commonwealth, six local municipalities, private donors and an institutional lender. Ground was broken for FORWARD at the Rock Phase I in spring 2019, and construction was completed on-schedule and on- budget in May, 2020. Following careful inspection and compliance review, by October of 2020, the Department of Developmental Services, working with service provider Cape Abilities, had placed all eight residents and FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 3 of 20 October 22, 2022 hired all staff. The house is a fully functioning state-of-the-art home, and all reports are that both residents and staff are very satisfied with the facility. To-date, the house has remained fully occupied by the same residents since it opened. FORWARD at the Rock What’s Next Following the opening of Phase I, FORWARD began the process of determining what housing type and configuration would be best to complete the organization’s commitment to build 16 total bedrooms at the site. FORWARD secured a grant from the Barnstable County Economic Development Committee to form a Task Force and commission a Market Analysis to determine what type and form supportive housing was needed. Empower Success Corps, a Boston nonprofit consulting group, was engaged to produce the analysis with information gathered from known sources and surveys and interviews with stakeholders including service providers, parents, housing and other government agencies, schools and FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 4 of 20 October 22, 2022 others. The Task Force, consisting of various representatives of those groups considered other factors for decision making such as the post-Covid economic and funding environment, the capacity of the Department of Developmental Services to fund various support models including group homes and apartments for independent living. The group considered the findings of the Market Analysis, additional data supplied by the UMass Donahue Institute, and discussions with the Department of Department of Developmental Services, the Dennis Town Planner and others. Ultimately, the group reached consensus that 8 one-bedroom apartments for independent living to accommodate developmentally disabled adults who do not require a congregate setting with around-the-clock on-site staffing, but do still need supportive services, health and safety supervision and access to 24-hour emergency response. The FORWARD Board of Directors approved that decision in late 2021, and on October 18th, 2021 the Dennis Select Board approved the decision. Pre-Developmental planning for FORWARD at the Rock PHASE II then immediately began. FORWARD received $150,000 in pre-development funding for design, engineering and permitting, and in mid-October, 2022 received zoning approval from the Dennis Planning Board. FORWARD at the Rock PHASE II -- Eight One-Bedroom Affordable and Supportive Apartments FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 5 of 20 October 22, 2022 GOVERNANCE ORGANIZATION CHART Board Members and Committees FORWARD’s governance consists of an 12 person board, including 4 officers, with board members and non-members serving on committees. FORWARD also relies on a large cadre of volunteers to help with events, fundraising and administrative tasks, and has one paid staff member. Board Members Mark Ameres Board President Board Committees Executive Governance Building Finance Event & Fundraising Board of Directors Vice President Treasurer Clerk Members Project Partners Town of Dennis Housing Assistance Corp. MA Department of Developmental Services Staff (Executive Director)Volunteers FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 6 of 20 October 22, 2022 Heather Brown (Treasurer) Robert Duffy Sheila Lyons Paul McCormick Nancy McHugh Maura Morahan (Clerk) Kathy Ohman (President) Ann Phelan Rick Presbrey Bob Samoluk (Vice President) Rose Marie Strippoli Executive Committee/Board Officers Kathy Ohman, President Heather Brown, Treasurer Bob Samoluk, Vice President Maura Morahan, Clerk Finance Committee Heather Brown (Chair) Mark Ameres Robert Duffy Bob Samoluk John Ohman* Kathy Ohman Rick Presbrey Governance Committee Bob Samoluk (Chair) Rose Marie Strippoli FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 7 of 20 October 22, 2022 Building Committee Bob Samoluk (Co-chair) Nancy McHugh (Co-chair) * Kathy Ohman Rick Presbrey Gary Barber* (Clerk of the Works) Trevor Meyers* Kathy DeMeyer* David Quinn* John Ohman* Events and Fundraising Dorria DiManno* (Co-Chair) Maura Morahan (Co-Chair) Rebecca Fellows * Barbara Lifton* Mark Ameres Rick Presbrey *Non-board member Staff: David Kaplan, Executive Director FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 8 of 20 October 22, 2022 Board Advisors and Consultants Audit and Taxes Sanders, Walsh & Eaton, CPAs, LLC 1441 Main Street, West Chatham, MA 02669 Ph: (508) 945-0031 Fax: (508) 945-9267 Email: info@swecpa.com Bookkeeping and Fiscal Advisor Tammy Glivinski Glivinski & Associates Inc. 261 Whites Path Unit 5 South Yarmouth, MA 02664 books@capecodcfo.com Phone: (508)398-9300 Fax: (508)812-1444 Project Consultant Housing Assistance Corporation 460 West Main St Hyannis, MA 02601 Tele: 508-771-5400 Fax: 508-775-7434 hac@haconcapecod.org Legal Matthew M. Terry, Esq. (Closing, MassDocs) Ament Klauer LLP 39 Town Hall Square Falmouth, MA 02540 Telephone: (508) 540-6555 Fax: (508) 457-1293 Email: matt@amentklauer.com FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 9 of 20 October 22, 2022 Marian S Rose, Esq. (Permitting and Planning) Associate Attorney Law Office of Singer & Singer, LLC 26 Upper County Road P.O. Box 67 Dennisport, MA 02639 (508) 398-2221 (tel) (508) 398-1568 (fax) www.singer-law.com Union Studio – Architect Horsley Witten - Engineer Construction Consultant (Clerk of the Works) Gary Barber • FORWARD Building Committee • MA Construction License: CS-017183 • Past Chairman of the Town of Dennis, MA Building Committee • Member, Building Committee for new Cape Cod Tech High School • Member, Dennis Old Kings Highway Regional Historic Committee • Chairman of South Dennis Historic Commission. • Chairman, Feasibility Committee for Community Center/Senior Center Project in Dennis • Oversaw projects for 2 Dennis/Yarmouth schools, Mayflower Beach Bathhouse, Highlands Golf Club building expansion, Dennis Senior Center expansion, Northside Fire Station expansion, Fire station #2 expansion in Harwich, MA, Home for homeless Vets in Dennis, MA Recent Board Presentations Non Profit Strategic Planning 3 session off-site process facilitated by SCORE Cape Cod in October and December 2018, and January, 2019. Included SWOT Analysis, Mission, Purpose, Vision, Critical Strategic Questions, Significant Strategic Issues. Board Governance and Fiscal Literacy May 28 presentation by Tammy Glivinski from Glivinski & Associates. We have retained Glivinski & Associates to do FORWARD’s bookkeeping and grant compliance for all project funding. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 10 of 20 October 22, 2022 Board Of Directors & Staff Bios, 2022 Kathy Ohman Board of Directors (President) Events & Fundraising Committee Building Committee Kathy McNamara Ohman is a Licensed Independent Clinical Social Worker, (LICSW), in Massachusetts. She has experience working with children & families. She is also the Owner/Operator of Kate's Seafood & Ice Cream, a classic Cape Cod Clam Shack, celebrating 30 seasons of business, on Route 6A, in Brewster. As the Mother of two young men with Autism she has served as the Chair of the Dennis-Yarmouth Special Needs Advisory Council, participated as a member of the Autism Commission's Transition Committee, & as an advocate for the needs of the developmentally disabled in the Cape Cod community. With her husband John & oldest son, Liam, she continues to guide the path of two uniquely talented young men. EDUCATION 1980 – MSW, Boston College Graduate School Of Social Work; Major; Casework Minor; Administration 1978 – BA, Westfield State University, Westfield, MA AFFILIATIONS: • Licensed Independent Clinical Social Worker, LICSW • Member; National Association of Social Workers, ACSW • Board Member; Cape Cod Chamber of Commerce • Member; Sons of Erin, W. Yarmouth, MA. • Member; Dennis Conservation Trust • Past President & Current Board Member; Cape & Islands Democratic Council • Member; Dennis Democratic Town Committee • Member; Cape Abilities Positive Behavioral Supports, (PBS), Leadership Team 2014 – PRESENT • President • Friends And Relatives with autism & related Disabilities • Developing Community Housing for the Developmentally Disabled 2011-13 – Member, Transition Sub-Committee, MA Autism Commission 2008 – Present – Campaign Manager; Committee to Elect 4th Barnstable State Representative Sarah Peake. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 11 of 20 October 22, 2022 1986 – Present - Owner/ Manager – KATE’S SEAFOOD & ICE CREAM, Rte. 6A, Brewster, a traditional Cape Cod Clam Shack, serving nearly 50 flavors of Ice Cream. Celebrating more than 30 years as a part of the Brewster community. 1987 – 90 - Short Term Therapist for MA Department of Youth Services clients at two Secure Treatment facilities, Worcester, MA. 1987-89 – Therapist, Family Service Organization, Worcester, MA. Individual & couples treatment. 1985-87 – Employee Assistance Grant Administrator Peer Drug Education Coordinator Individual & Couples Therapist The Mental Health Center, Worcester, MA 1980-85 – Foster Care Coordinator for Youth Opportunities Upheld, Inc., Y.O.U., Inc., Worcester, MA, an emergency & short term foster care program for adolescents. Bob Samoluk Board of Directors (Vice President) Building Committee (Co-Chair) Governance Committee Events/Fundraising Committee Bob has been coming to Dennis regularly since the 1970's and owned a home here since 2002. For many years I worked in the Financial Services industry as the Human Resources Director for a large, global corporation where I partnered with business and support units to deliver Human Resources services. I took an early retirement, making Dennis my home, with the intent of becoming more involved in community services. His interests are in working with non-profit community-based organizations and on economic development issues, specifically affordable housing. I have also done some consulting work with ESC of New England, a group that provides consulting services to non-profits. My assignments with ESC have included an evaluation of the HR function for Cambridge Family and Children’s Services and working as the HR Manager for Quincy Asian Resources, Inc. I am active on housing issues as the Chair of the Dennis Municipal Affordable Housing Trust, a member of Citizens Housing and Planning Association (CHAPA) and have attended training sessions conducted by the Cape Housing Institute and Mass Housing Partners. Bob is excited to be part of FORWARD as I get to work closely with an organization dedicated to improving the lives of young adults with developmental disabilities by providing a safe place for them to live, with the proper services they require. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 12 of 20 October 22, 2022 Heather Brown Board of Directors (Treasurer) Finance Committee (Chair) Heather has been a Commercial Lender at The Cape Cod Five Cents Savings Bank in South Dennis for seven years. Prior to that she was a TD Bank as a Small Business Relationship Manager for 9 years, and spent 14 years in various roles at The Cooperative Bank of Cape Cod. Heather attended Tabor Academy and The Massachusetts Bankers School for Financial Studies, served on the boards of Calmer Choice, and the Comminity Development Partnership. And currently is a member of their Advisory Council. Maura Morahan Board of Directors (Clerk) Events & Fundraising Committee (Co-Chair) Maura lives with her husband John and their three sons in Forestdale. She currently works as a Job Coach at Project Forward, the vocational training program at Cape Cod Community College. She has worked in a variety of capacities at the program for the last nine years including as an instructor and facilitating their peer leadership program. She also works weekends and summers at Cafe Chew in Sandwich. She started working at Cafe Chew to help supplement her sons’ college education tuition, but she likes it so much, she may just stay when they’re done. Maura is the proud mother of three sons. Her youngest son, Timothy is a sophomore in the Honors College / Business School at UMass Lowell, her middle son, Patrick, is a junior in the Honors College / Business School at Northeastern University, and her oldest son, Will, just graduated from the GROW program at Riverview after attending the school for 10 years. Will also has his high school degree from Sandwich Public Schools, and he is on the Autism Spectrum. Her husband John is beginning his 25th year as a probation officer at Orleans District Court. Maura graduated Magna Cum Laude from UMass Dartmouth with a BA degree in English and has a MA degree in Writing, Literature and Publishing from Emerson College. Her professional background includes working as an editor in contract publishing for Miles Media Group and as a Staff Director for the Massachusetts House of Representatives. Over the years, Maura has served as a volunteer for Special Olympics, and has worked on many political campaigns for local, statewide and Congressional candidates. She is committed to the idea of helping the autism spectrum population on Cape Cod to find dignity and purpose in all facets of their lives, whether it be through employment, housing or social engagement. Mark Ameres Board of Directors Finance Committee FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 13 of 20 October 22, 2022 Mark is a management consultant and technology implementation advisor. Mark is a member of the Town of Brewster Finance Committee, a board member of the Cape Cod Technologu Council, and a member of the Chatham Rotary. Mark’s experience includes delivering operational improvements for clients with CMS Energy, SFM, Andersen Consulting (Accenture), Ernst & Young, MetLife, Credit Suisse, Citizens Bank, Bertelsmann, Pfizer, and First Niagara, and among his other skills, he speaks German and Latin. He is a multifaceted manager with exceptional skills in Performance Improvement, Agile Project Management, Infrastructure Management, Grid Technology, Program Management Offices (PMOs), Change Control Boards, Enterprise System Management (ESM), Big Data Analytics, IT Service Management (ITSM), Customer Relationship Management (CRM), Information Architecture (IA), systems integration, database design, electrical engineering, data warehouses, and IT security. Technical skills include Microsoft Project, Microsoft SharePoint, Rational Unified Process, Use Cases, Oracle, C, Cisco, Cobol, DB2, Excel, HTML, HP, IBM Mainframe, Informix, Java, Outlook, PL\SQL, PowerPoint, RDBMS, UNIX, Visio, Bloomberg, and Reuters. Robert Duffy Board of Directors Finance Committee Building Committee Bob’s been a South Dennis Resident since the early 80s. He’s currently employed by a small liquor chain in South Dennis. I am a member of the Dennis Board of Health. In my recent past I delivered Department of Housing Community Development Block Grants to the Cape and Martha’s Vineyard. Through these grants we rehabbed many homes belonging to low to moderate income homeowners. We also purchased a vacant church and rectory converting them into four affordable one bedroom apartments and a 3 bedroom home. I have become involved with F.O.R.W.A.R.D for many reasons. The most important of which is to see that young adults with developmental disabilities have a safe and comfortable place to live and receive the services that they need. Sheila Lyons Board of Directors Events & Fundraising Committee Events/Fundraising Committee Sheila Lyons recently stepped down from her elected position as Barnstable County Commissioner, a position she held for eight years. As Commissioner, she represented the County on various intergovernmental and non-profit boards. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 14 of 20 October 22, 2022 During her time in office, Sheila was an outspoken advocate for Cape Cod, leading the County’s influence in areas of the environment and wastewater remediation, poverty, opioid addiction and smart economic growth. A Boston native, Sheila began her career as a geriatric social worker, working in the communities of South Boston and Cambridge. She relocated to Maryland to work as a Director of Social Service and staff development in the long-term healthcare industry. Over the years, Sheila was always politically active and is the former Chair of the Democratic Women of Howard County, Chair of the Wellfleet Democratic Town Committee and Vice President of the Cape and Islands Democratic Council. Sheila lives in Wellfleet and has one daughter who lives in New York City. Education University of Maryland Baltimore • Masters of Social Work University of Maryland College Park • BS Business Administration Boston University School of Management Institute of Executive Non-Profit Management • Core Certificate Program Public Service • Barnstable County Commissioner: 2008 – 2016 • Chair: 2009, 2015 & Vice- Chair: 2012, 2014 Board Membership • Chief Elected Official, (CEO), Workforce Investment Board: 2011- 2016 • Chair, Barnstable County Ad Hoc Committee on Risk Analysis of Vegetation Management 2010 • Chair, Regional Network To End Homelessness: 2008 – 2016 • Convener & Chair, Regional Task Force on Substance Abuse: January 2014 to 2016 • County Representative, Cape Cod Commission: 2008-2011 • County Representative, Cape Cod Water Protection Collaborative: 2008 – 2015 County Representative, Barnstable County Cooperative Extension: Jan 2011- 2016 • County Representative, Children’s Cove: 2009-2012 • County Representative, National Seashore Advisory Committee: 2009 –present • County Representative, Arts Foundation of Cape Cod: 2012 – 2015 • Representative to the Assembly of Delegates Wellfleet: 2006-2008 • Delegate Alternate, Human Service Advisory Council: 2006- 2008 Volunteer • Board Member, Cape Cod American Red Cross: 2010 – 2013 • Board Member, Wellfleet Preservation Hall: 2008-2011 • Board Member, Veterans Outreach Grace Center2009-2013 FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 15 of 20 October 22, 2022 Nancy McHugh Board of Directors Building Committee (Co-Chair) Rev. Nancy S. McHugh is a pastor within the United Church of Christ and has recently relocated to the Cape from Vermont. She currently serves at the Dennis Union Church. She and her husband, Mike who retired from the USMC, have five children who live throughout New England. Nancy went into the ministry after a 12 career as a Marital and Family Therapist in Philadelphia PA. She loves being outdoors on her bike or kayaking and she and Mike have an English Black Lab named Sophie. Paul McCormick Board of Directors Events/Fundraising Committee Paul is the Coordinator of the Hotel/Restaurant Management Program at Cape Cod Community College, and the owner of the Ebb Tide and Sea View Restaurants in Dennis Port. He also Chaired the Dennis Board of Selectmen and served on the board for 18 years. Ann Phelan Board of Directors The bulk of Ann’s professional life has been in education. She has served as a special education chair, has written curriculums on diversity and tolerance, bullying and The Peaceful Classroom, and has received national attention for her work on sexual abuse and abduction prevention (featured on 48 Hours/Connie Chung). She has held many positions in social work and counseling in the Central MA and Cape Cod areas as well as in the Caribbean. Ann completed a year-long certification as an Informed Trauma Specialist. She is a Mindfulness Instructor and trained as a handler for a therapeutic dog. She also is a trained Sexual Education Specialist for individuals with disabilities. Recently, Ann completed coursework to become a Transition Specialist (MA Certificate) working with students, “Turning 22″. Ann’s skills include” Case Management, Employee Assistance, Counseling/Adolescent/Young Adults, Team Building, Abuse and Abduction Prevention Specialist, Learning Disability Specialist with Emphasis on Spectrum Diagnosis, Diversity and Tolerance Training, Mindfulness, Informed Trauma Specialist, Therapeutic dog handler, Sexual Educator for Individuals with Disabilities FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 16 of 20 October 22, 2022 Rick Presbrey Board of Directors Building Committee Finance Committee Rick Presbrey was the President, CEO and Founder of the Housing Assistance Corporation until his retirement in March of 2017. Under Rick’s leadership the agency grew from one and a half staff members and an annual budget of $32,000.00 to 125 staff members and total annual expenditures nearly $30m. It is estimated that HAC helped approximately 100,000 unduplicated people through its 37 different programs. HAC was known to be creative and caring and committed to helping anyone and everyone in the region that is facing a housing crisis. Funding, always the key to success of any enterprise, came from a variety of sources including local, county, state and federal governments, donations, sponsorships, fees, services, events, rents and grants from foundations and businesses. Through the years HAC, and Rick on behalf of the agency, received many awards and recognitions for the accomplishments in its especially client centered work often most successfully in partnership with other organizations. Rose Marie Strippoli Board of Directors Events & Fundraising Committee Governance Committee Rose Marie is a retired educator and administrator from Tappan, New York. Her BS and MS degrees in art education from The State University of New York/New Paltz enabled her to teach art to students at all grade levels. Developing and teaching high school curriculum, speaking on Gifted and Talented Education in Art, and exhibiting student work in her community, were all components of her work as an art teacher. Rose Marie’s accomplishments included getting her students to think through art, to enjoy creating art and to develop an awareness of the world of art. Her students also had fun writing and acting in plays focused on various artists. Their outdoor art happenings were enjoyed by 150 or more students at once! During her career in education, Rose Marie also designed and implemented a progressive program entitled “Humanities in the Elementary School,” for which she was awarded a New York State Grant. Rose Marie later earned a School Administrator and Supervisor (SAS) Professional Diploma from Bank Street College and became Director of the South Orangetown Central School District Extended Educational Care Program. Her innovative morning and afternoon program for children of working parents was recognized by The New York State Education Department. Rose Marie was also invited to attend the 21st Century Schools Project at the Bush Center in Child Development and Social Policy at Yale University. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 17 of 20 October 22, 2022 Rose Marie served as a consultant in Humanities to the American Bar Association, with a focusing on Law-related Education through the visual arts and humanities. Volunteer Affiliations • Cape Cod Museum of Art: Art instructor (1998 – 2000), Educational Consultant (2003 – 2009). • Art Teacher Association of Cape Cod (2004 – 2009). • Massachusetts Cultural Council: Site evaluator (2008). • The Educational Foundation for Dennis & Yarmouth, Inc.: Board member. • Yarmouth New Church Preservation Foundation: Board member (2013 – 2015). • Yarmouth Democratic Town Committee: Vice Chair & Treasurer (2007 – present). • Theta Phi Gamma Alumnae Association: President, 2005 – present. David Kaplan Executive Director Following a career in publishing in New York and Massachusetts, David and his family moved to the Cape in 2013. Upon arrival on the Cape, he entered the real estate business, eventually holding a Brokers License and representing tenants and landlords for both residential rental properties and commercial leasing, and was active in Rotary and Chamber of Commerce committees in both Dennis and Yarmouth. As his engagement with the community grew he joined the boards of the Cape Cod Museum of Art, Eventide Theatre Company, the Town of Dennis Arts & Cultural Committee, and the Dennis Village Improvement Society. In 2014 David was asked to be the Executive Director of the Cape & Islands Theater Coalition, which started his transition out of real estate and into nonprofit administration. Along the way he also served as the interim Executive Director of the Arts Foundation of Cape Cod and as a freelance grant writer. Today, in addition to his work with FORWARD, he is President of the Eventide Theatre Company board, Treasurer of the Dennis Arts and Cultural Council, and continues to serve on the Dennis Village Improvement Society board. David is deeply committed to FORWARD and its work. He lives just a mile FORWARD at the Rock, and a few hundred yards from the FORWARD office in the heart of Dennis Village. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 18 of 20 October 22, 2022 Organization Timeline & Milestones  2013 - The Town of Dennis recognizes a need and identifies town land for the purpose of providing affordable housing for adults with Autism.  Fall 2013 - A group of concerned citizens meets to explore how the community might work with the town to help build the housing.  December 2013 - That early group expands into FORWARD - Friends Or Relatives With Autism & Related Disabilities - which holds its first board meeting and appoints an Executive Board.  Early 2014 - FORWARD incorporates and in July receives designation as a 501 (C) 3 nonprofit organization for the purpose of addressing the need for affordable housing.  Early 2014 - Meetings with the Housing Assistance Corporation (HAC) and Cape Abilities begin. Both organizations provide encouragement and support for the project.  Early 2014 - Discussions begin with the Massachusetts Department of Developmental Services (DDS) Regional Director and Area Director.  Summer 2014 - FORWARD begins its effort to seek Dennis Town Meeting approval to release 4.9 acres of town owned land on Hokum Rock Road in Dennis for the project.  October 2014 - Dennis Town Meeting votes 213 to 6 to release land, paving the way for FORWARD to respond to the Town’s Request For Proposals (RFP) for a long term lease of the land for the purpose of building affordable housing for adults with Autism.  Early 2015 - FORWARD continues meetings with Cape Abilities to develop a plan for Cape Abilities to provide services and maintain the day-to-day aspects of the property.  April 2015 – The FORWARD Board votes to enter into a formal partnership with the Housing Assistance Corporation (HAC).  May 2015 - Application for Community Preservation Act Funds Submitted to Dennis Community Preservation Committee.  June 15, 2015 – FORWARD, under the auspices of the Housing Assistance Corporation responds to Town RFP. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 19 of 20 October 22, 2022  Winter 2016 - FORWARD’s Grants & Foundations Committee begins process of applying for specific grants, hires consultant to submit applications.  Winter 2016 - At the urging of DDS, FORWARD revises building plan. Down sizes original plan for two duplexes, creating 4 homes housing 16 total residents and a community building. The new plan calls for two homes connected by a breezeway for 4 residents each, totaling 8 residents.  Winter 2016 - The new building proposal is approved by DDS South Eastern Regional Director. DDS certifies the project is acceptable for Priority 1 referrals, will place residents, provide oversight, and fund rent and resident services.  May, 2017 -- Awarded a $500,000 Community Preservation Act grant from the Town of Dennis. Approved at Town Meeting by a unanimous vote.  Fall 2016 – The Board votes to hire Rosemarie Resnik & Associates to launch Capital Campaign for Fall 2016.  May 2017 – FORWARD receives a Letter of Support from DDS, pledging to refer clients to FORWARD at the Rock when construction is complete.  June 19, 2017 -- Partnered with the Housing Assistance Corporation to provide consulting and support services in conjunction with building construction.  November 2017 - FORWARD, together with HAC, applies for $1,000,000 in state funding.  November 20, 2018 -- Partnered with Cape Abilities for provision of around-the clock, individually customized resident services and property management for FORWARD at the Rock.  Various Dates -- Received Zoning, Planning and Historic Approvals.  Various Dates -- Retained building architects, engineers, builder, Clerk of the Works and attorney.  March 2018 – FORWARD hires a part-time Managing Director to assist the Board of Directors with operations and fundraising.  April 12, 2018 - FORWARD presents ALEC Training (Annual Autism and Law Enforcement Education Coalition), to celebrate Autism Awareness Month at Cape Abilities in Hyannis. FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes Page 20 of 20 October 22, 2022  May 15, 2018 - At a ceremony at 131 Hokum Rock Road, future site of FORWARD at the Rock, Lieutenant Governor Karen Polito announces that FORWARD has been awarded $1,000,000.00 in state funding for the project.  $500,000 from: Facilities Consolidation Fund (Award Letter March 23, 2019)  $500,000 from: National Housing Trust Fund (Award Letter March 23, 2019)  2018 -- Developed building plans and specs to DDS/DHCD Standards using state-of-the- art best practices for supportive housing for adults with Autism.  February 7, 2019 -- $250,000 awarded by the Barnstable CPC.  May 4, 2019 -- $120,000 awarded by the Yarmouth CPC.  May 13, 2019 --$50,000 awarded by the Chatham CPC.  July, 2019 – Construction Commences  November 18, 2019 -- $80,000 awarded by the Brewster CPC  June 15, 2020 -- $40,000 awarded by the Mashpee CPC  June 9, 2020 – Project receives Final Certificate of Occupancy  September-October, 2020 – All residents placed  December 4, 2020 – Virtual Zoom Ribbon Cutting with 150 in attendance via Zoom celebrating the completion of FORWARD at the Rock Phase I  October 18, 2021 -- Dennis Select Board approves PHASE II concept  April, 2022 -- Dennis Municipal Affordable Housing Trust approves $65,000 pre- development funding  August, 2022 -- $85,000 pre-development funding included in state budget  September 23, 2022 – FORWARD receives Department of Developmental Services Certification  October 17, 2022 – Dennis Planning Board approves PHASE II Special Permit  October 25, 2022 -- Dennis Community Preservation Committee $685,000 in capital funding approved at Dennis Town Meeting FORWARD Friends Or Relatives With Autism & Related Disabilities Opening Hearts ♥ Building Homes PO Box 1174, South Dennis, MA 02660 www.go-forward.org 508-385-4663 FORWARD at the Rock PHASE II Financial Information – Organization & Project Brewster Community Preservation Committee December 1st, 2022 Organization: FY 2021 (July 1, 2020-June 30, 2021) CPA Prepared Financial Statements FY 2022 (July 1, 2021-June 30, 2022) Financial Statements FY 2022 (July 1, 2022-October 31, 2022) Part Year Financials Project: PHASE II Operating Pro Forma PHASE II Sources and Uses Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Residential Income Operating Income Total Gross Rents should be verified against the HUD Rent limits in the Operating Pro-Forma - Form 4 section. Rent Schedule: Extremely Low-Income Rental Assisted (below 30%):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 731.Group Home $0 $0 $0 732.Shelter $0 $0 $0 733.SRO $0 $0 $0 734.0 bedroom $0 $0 $0 735.1 bedroom $1,598.30 $110.00 $1,708.30 8 736.2 bedrooms $0 $0 $0 737.3 bedrooms $0 $0 $0 738.4 bedrooms $0 $0 $0 739.5 bedrooms $0 $0 $0 Very Low-Income Rental Assisted (below 50%):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 740.Group Home $0 $0 $0 741.Shelter $0 $0 $0 742.SRO $0 $0 $0 743.0 bedroom $0 $0 $0 744.1 bedroom $0 $0 $0 745.2 bedrooms $0 $0 $0 746.3 bedrooms $0 $0 $0 747.4 bedrooms $0 $0 $0 748.5 bedrooms $0 $0 $0 Extremely Low-Income Non-Rental Assisted (below 30%):Contract Rent Utility Allowance Total Gross Rent No. of Units Page 1 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Residential Income (a)(b)(c)(d) 749.Group Home $0 $0 $0 750.Shelter $0 $0 $0 751.SRO $0 $0 $0 752.0 bedroom $0 $0 $0 753.1 bedroom $0 $0 $0 754.2 bedrooms $0 $0 $0 755.3 bedrooms $0 $0 $0 756.4 bedrooms $0 $0 $0 757.5 bedrooms $0 $0 $0 Very Low-Income Non-Rental Assisted (below 50%):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 758.Group Home $0 $0 $0 759.Shelter $0 $0 $0 760.SRO $0 $0 $0 761.0 bedroom $0 $0 $0 762.1 bedroom $0 $0 $0 763.2 bedrooms $0 $0 $0 764.3 bedrooms $0 $0 $0 765.4 bedrooms $0 $0 $0 766.5 bedrooms $0 $0 $0 Low-Income Rental Assisted (below 60%):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 767.Group Home $0 $0 $0 768.Shelter $0 $0 $0 769.SRO $0 $0 $0 Page 2 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Residential Income 770.0 bedroom $0 $0 $0 771.1 bedroom $0 $0 $0 772.2 bedrooms $0 $0 $0 773.3 bedrooms $0 $0 $0 774.4 bedrooms $0 $0 $0 775.5 bedrooms $0 $0 $0 Low-Income Non- Rental Assisted (below 60%):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 776.Group Home $0 $0 $0 777.Shelter $0 $0 $0 778.SRO $0 $0 $0 779.0 bedroom $0 $0 $0 780.1 bedroom $0 $0 $0 781.2 bedrooms $0 $0 $0 782.3 bedrooms $0 $0 $0 783.4 bedrooms $0 $0 $0 784.5 bedrooms $0 $0 $0 Moderate-Income (below 80%):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 785.Group Home $0 $0 $0 786.Shelter $0 $0 $0 787.SRO $0 $0 $0 788.0 bedroom $0 $0 $0 789.1 bedroom $0 $0 $0 790.2 bedrooms $0 $0 $0 791.3 bedrooms $0 $0 $0 Page 3 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Residential Income 792.4 bedrooms $0 $0 $0 793.5 bedrooms $0 $0 $0 794.Other Income 0 Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 795.Group Home $0 $0 $0 796.Shelter $0 $0 $0 797.SRO $0 $0 $0 798.0 bedroom $0 $0 $0 799.1 bedroom $0 $0 $0 800.2 bedrooms $0 $0 $0 801.3 bedrooms $0 $0 $0 802.4 bedrooms $0 $0 $0 803.5 bedrooms $0 $0 $0 Market Rate (unrestricted occupancy):Contract Rent Utility Allowance Total Gross Rent No. of Units (a)(b)(c)(d) 804.Group Home $0 $0 $0 805.Shelter $0 $0 $0 806.SRO $0 $0 $0 807.0 bedroom $0 $0 $0 808.1 bedroom $0 $0 $0 809.2 bedrooms $0 $0 $0 810.3 bedrooms $0 $0 $0 811.4 bedrooms $0 $0 $0 812.5 bedrooms $0 $0 $0 (a)(b) Page 4 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Residential Income 813.Utility Allowance Schedule:Source:https://www.mass.gov/doc/utilityallowanceformt wprogramspdf/download Date:Date: 12/30/1899 Page 5 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Other Income, Assumptions, Vacancy, Trending, Operating Subsidy, and Capitalized Reserves Commercial Income: (a)(b)(c) (average) 814.Square foot:@ 0.0000 /square foot =$0 Parking Income: 815.Residential:13 @ 0.0000 /month x 12 =$0 816.Commercial:0 @ 0.0000 /month x 12 =$0 817.Total Spaces:13 @ 0.0000 /month x 12 =$0 (a)(b) 818.Resident Service Income:$0 Description:0 819.Contract Income from Shelter or Group Home:$0 Source:0 Other Operating Income Assumptions: 820.Laundry and Vending Income (annual):$0 (a)(b) 821.Other Income a.0 $0 822.Other Income b.0 $0 823.Other Income c.0 $0 824.Other Income d.0 $0 Vacancy Allowance: 825.Extremely Low-Income Rental Assisted (below 30%):5% 826.Very Low-Income Rental Assisted (below 50%):0% 827.Extremely Low-Income Non-Rental Assisted (below 30%):0% 828.Very Low-Income Non-Rental Assisted (below 50%):0% 829.Low-Income Rental Assisted (below 60%):0% 830.Low-Income Non-Rental Assisted (below 60%):0% 831.Moderate-Income(below 80%):0% Page 6 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Other Income, Assumptions, Vacancy, Trending, Operating Subsidy, and Capitalized Reserves 832.Other Income (User-defined):0% 833.Market Rate 0% 834.Commercial 0% Trending Assumptions for Rents: Year 2 Year 3 Year 4-5 Year 6-20 (a)(b)(c)(d) 835.Extremely Low-Income Rental Assisted (below 30%):0%0%0%0% 836.Very Low-Income Rental Assisted (below 50%):2%2%2%2% 837.Extremely Low-Income Non-Rental Assisted (below 30%):0%0%0%0% 838.Very Low-Income Non-Rental Assisted (below 50%):0%0%0%0% 839.Low-Income Rental Assisted (below 60%):0%0%0%0% 840.Low-Income Non-Rental Assisted (below 60%):0%0%0%0% 841.Moderate-Income(below 80%):0%0%0%0% 842.Other Income (User-defined):0%0%0%0% 843.Market Rate 0%0%0%0% 844.Commercial Space Rental 0%0%0%0% 845.Laundry Income 0%0%0%0% 846.Resident Service Income 0%0%0%0% 847.Contract Income from Shelter or Group Home 0%0%0%0% 848.a. Other Income 0%0%0%0% 849.b. Other Income 0%0%0%0% 850.c. Other Income 0%0%0%0% 851.d. Other Income 0%0%0%0% Operating Subsidy and Capitalized Operating Reserves: (a)(b) 852.Total Subsidy Source I $0 Source:0 853.Total Subsidy Source II $0 Source:0 Page 7 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Other Income, Assumptions, Vacancy, Trending, Operating Subsidy, and Capitalized Reserves 876.Year 21 $0 $0 $0 $0 877.Total projected Draws of Reserves:$0 $0 $0 $0 878.Annual Operating Income (year 1)$145,764.96 879.Annual Residential Operating Income $145,764.96 Page 9 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Expenses (a)(b) Commercial Residential 880.Management Fee Percentage 0%5% Assumed Property management fee as a percentage of effective gross income . Annual Operating Expenses: Residential Percentage of Residential Operating Expense Commercial Total Percentage of Total Operating Expense Comments (a)(b)(c)(d)(e)(f) 881.Management Fee $7,288.25 8.60%$0 $7,288.25 8.60%$7200 per year flat fee 882.Payroll, Administrative $0 0.00%$0 $0 0.00%0 883.Payroll Taxes & Benefits, Admin.$0 0.00%$0 $0 0.00%0 884.Legal $500.00 0.59%$0 $500.00 0.59%0 885.Audit $3,000.00 3.54%$0 $3,000.00 3.54%0 886.Marketing $0 0.00%$0 $0 0.00%0 887.Telephone $0 0.00%$0 $0 0.00%0 888.Office Supplies $0 0.00%$0 $0 0.00%0 889.Training $0 0.00%$0 $0 0.00%0 890.Accounting & Data Processing $1,000.00 1.18%$0 $1,000.00 1.18%0 891.Investor Servicing $0 0.00%$0 $0 0.00%0 892.LIHTC Monitoring Fee $0 0.00%$0 0.00%0 893.HOME Monitoring Fee $0 0.00%$0 $0 894.LIP Monitoring Fee $0 0.00%$0 $0 895.DHCD Capital Subsidy Monitoring Fee $0 0.00%$0 $0 896.0 $0 0.00%$0 $0 0.00%0 897.0 $0 0.00%$0 $0 0.00%0 888.0 $0 0.00%0.00%0 Page 10 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Expenses 899.Subtotal: Administrative $4,500.00 5.31%$0 $4,500.00 5.31% 900.Payroll, Maintenance $0 0.00%$0 $0 0.00%0 901.Payroll Taxes & Benefits, Admin.$0 0.00%$0 $0 0.00%0 902.Janitorial Materials $1,000.00 1.18%$0 $1,000.00 1.18%0 903.Lock and Key Replacement $0 1.18%$0 $0 0.00%0 904.Landscaping $15,600.00 18.40%$0 $15,600.00 18.40%0 905.Decorating (inter. only)$0 0.00%$0 $0 0.00%0 906.Repairs (inter. & ext.)$7,600.00 8.96%$0 $7,600.00 8.96%0 907.Elevator Maintenance $0 0.00%$0 $0 0.00%0 908.Trash Removal $4,000.00 4.72%$0 $4,000.00 4.72%0 909.Snow Removal $6,000.00 7.08%$0 $6,000.00 7.08%0 910.Extermination $0 0.00%$0 $0 0.00%0 911.Recreation $0 0.00%$0 $0 0.00%0 912.Fire Suppression $500.00 0.59%$0 $500.00 0.59%0 913.Cleaning- Common and Windows $13,000.00 15.33%$0 $13,000.00 15.33%0 914.Subtotal: Maintenance $47,700.00 56.26%$0 $47,700.00 56.26% 915.Resident Services $0 0.00%$0 $0 0.00%0 916.Security $900.00 1.06%$0 $900.00 1.06%0 917.Telephone - Alarm Line $1,000.00 1.18%$0 $1,000.00 1.18%0 918.Electricity $0 0.00%$0 $0 0.00%0 919.Natural Gas $0 0.00%$0 $0 0.00%0 920.Oil $0 0.00%$0 $0 0.00%0 921.Water & Sewer $600.00 0.71%$0 $600.00 0.71%0 922.Subtotal: Utilities $1,600.00 1.89%$0 $1,600.00 1.89% 923.Replacement Reserve $2,400.00 2.83%$0 $2,400.00 2.83%0 924.Operating Reserve $2,400.00 2.83%$0 $2,400.00 2.83%0 925.Real Estate Taxes $0 0.00%$0 $0 0.00%0 926.Other Taxes $0 0.00%$0 $0 0.00%0 Page 11 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Expenses 927.Insurance $18,000.00 21.23%$0 $18,000.00 21.23%0 928.MIP $0 0.00%$0 $0 0.00%0 929.0 $0 0.00%$0 $0 0.00%0 930.0 $0 0.00%$0 $0 0.00%0 931.Subtotal: Taxes, Insurance $18,000.00 21.23%$0 $18,000.00 21.23% 932.TOTAL EXPENSES $84,788.25 100.00%$0 $84,788.25 100.00% Other Operating Expense Assumptions Trending Assumptions for Expenses Year 2 Year 3 Year 4-5 Year 6-20 (a)(b)(c)(d) 933.Sewer & Water 3%3%3%3% 934.Real Estate Taxes 0%0%0%0% 935.All Other Operating 3%3%3%3% 936.Replacement Reserves 3%3%3%3% Reserve Requirements: 937.Replacement Reserve Requirement $300 per unit per year 938.Operating Reserve Requirement $300 per unit per year Debt Service:Annual Payment 939.MHFA 0 $0 940.MHFA 0 $0 941.MHP Fund Permanent Loan $0 942.Other: BlueHub Capital $53,091.14 943.Other:$0 944.Total Debt Service (Annual)$53,091.14 945.Net Operating Income $60,976.71 (in year one) 946.Debt Service Coverage 1.15 (in year one) Page 12 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Operating Expenses 947.Cash Flow $7,885.57 (in year one) 948.Cash Flow per Unit $985.70 (in year one) Page 13 of 1311/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Sources, Construction Estimates Sources of Funds Private Equity:(a)(c)(d) Equity Credit Applied Credit Awarded 493.Developer's Cash Equity $235,000.00 494.Federal LIHTC Equity $0 $0 495.State LIHTC Equity $0 $0 496.Federal Historic Equity $0 $0 497.State Historic Equity $0 $0 498.Developer's Fee/Overhead Contributed $0 499.Developer's Fee/Overhead Loaned $0 500.Other Source: State Earmark $85,000.00 501.Total Private Equity $320,000.00 Public Equity:Amount (a)(b) 502.Town of Dennis, CPC and AHT $750,000.00 503.Regional Community Preservation $520,000.00 504.Barnstable County ARPA $500,000.00 505.0 $0 506.0 $0 507.Total Public Equity $1,770,000.00 Subordinate Debt Subordinate DHCD State Debt (a)(b)(c)(d)(e)(f) Requested Amount Rate (%)Term (yrs) Old Debt Carried Forward Amount Rate (%)Term (yrs) 508.AHTF $0 0 0 $0 0 0 509.CATNHP $0 0 0 $0 0 0 510.CIPF $0 0 0 $0 0 0 511.CBH $0 0 0 $0 0 0 512.HPSTF $0 0 0 $0 0 0 513.FCF - DMH $0 0 0 $0 0 0 514.FCF - DDS $750,000.00 0 30 $0 0 0 515.HIF $0 0 0 $0 0 0 516.HOME $0 0 0 $0 0 0 517.HSF $0 0 0 $0 0 0 518.NFIT $0 0 0 $0 0 0 519.NHTF $750,000.00 0 30 $0 0 0 520.TOD $0 0 0 $0 0 0 521.TCAP $0 0 0 $0 0 0 Page 1 of 511/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Sources, Construction Estimates 522.TCX $0 0 0 $0 0 0 523. DHCD Other(1): 0 $0 0 0 $0 0 0 524. DHCD Other(2): 0 $0 0 0 $0 0 0 525. AHPDF 0 $0 0 0 $0 0 0 526. DHCD Other(5): 0 $0 0 0 $0 0 0 527.Total Subordinate DHCD Debt:$1,500,000.00 $0 Subordinate Debt Other: (a)(b)(c)(d) Source Amount Rate (%)Term (yrs) 528.0 $0 0 0 529.0 $0 0 0 530.0 $0 0 0 531.0 $0 0 0 532.0 $0 0 0 533.0 $0 0 0 534.0 $0 0 0 535.MHOF $0 0 0 536. Total Subordinate Other Debt:$0 537.Total Subordinate Debt:$1,500,000.00 Permanent Debt (Senior): (a)(b)(c)(d)(e)(f)(g)(h) Source Amount Rate Override Term Amortization MIP Deferred Payment Loan 538.MHFA(1)0 $0 0 0 0 0 0%Yes No 539.MHFA(2)0 $0 0.00 0 0 0 0%Yes No 540.MHP Fund Permanent Loan $0 0.00 0 0 0 0%Yes No 541.Other BlueHub Capital $665,000.00 7.00 0 10 30 0%Yes No 542.Other 0 $0 0.00 0 0 0 0%Yes No 543. Total Permanent Senior Debt:$665,000.00 544. Total Permanent Sources:$4,255,000.00 Page 2 of 511/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Sources, Construction Estimates Construction Period Financing: (a)(b)(c)(d) Amount Rate(%)Term 545.Construction Loan $0 0 0 546.Source:0 547.Repaid at:0 (event) (a)(b)(c)(d) Amount Rate(%)Term 548.Other Interim Loan $0 0 0 549.Source:0 550.Repaid at:0 (event) (a)(b)(c)(d) Amount Rate(%)Term 551.Syndication Bridge Loan $0 0 0 552.Source:0 553.Repaid at:0 (event) Uses of Funds (a)(b) Direct Construction: 554. Who prepared the estimates?FORWARD and HAC (Development Consultant) 555. Basis for estimates?Construction Drawings 556. What is your basis for construction cost estimates? Ex: 50% construction drawings.Phase 1 actuals with cost escalation assumptions DV Trade Item Residential Commercial Total Description (a)(b)(c)(d) 557.3 Concrete $201,250.00 $0 $201,250.00 0 558.4 Masonry $0 $0 $0 0 559.5 Metals $0 $0 $0 0 560.6 Rough Carpentry $243,901.00 $0 $243,901.00 0 561.7 Waterproofing $0 $0 $0 0 562.6 Finish Carpentry $139,646.00 $0 $139,646.00 0 563.7 Insulation $37,621.00 $0 $37,621.00 0 564.7 Roofing $62,500.00 $0 $62,500.00 0 565.7 Sheet Metal and Flashing $18,750.00 $0 $18,750.00 0 566.7 Exterior Siding $56,250.00 $0 $56,250.00 0 Page 3 of 511/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Sources, Construction Estimates 567.8 Doors $0 $0 $0 0 568.8 Windows $133,947.00 $0 $133,947.00 0 569.8 Glass (Glazing & Storefront)$0 $0 $0 0 570.9 Drywall Gypsum Board Systems $44,051.00 $0 $44,051.00 0 571.9 Tile Work $37,100.00 $0 $37,100.00 0 572.9 Acoustical $0 $0 $0 0 573.9 Wood Flooring $0 $0 $0 0 574.9 Resilient Flooring $42,786.00 $0 $42,786.00 0 575.9 Carpet $0 $0 $0 0 576.9 Paint & Decorating $56,016.00 $0 $56,016.00 0 577.10 Specialities $0 $0 $0 0 578.11 Cabinets $102,759.00 $0 $102,759.00 0 579.11 Special Equipment $12,793.00 $0 $12,793.00 0 580.11 Appliances $20,212.00 $0 $20,212.00 0 581.12 Blinds $0 $0 $0 0 582.13 Special Construction $54,305.00 $0 $54,305.00 0 583.14 Elevator or Conveying System $0 $0 $0 0 584.15 Plumbing & Hot Water $141,459.00 $0 $141,459.00 0 585.15 Heat & Ventilation $143,750.00 $0 $143,750.00 0 586.15 Air Conditioning $0 $0 $0 0 587.15 Fire Protection $54,531.00 $0 $54,531.00 0 588.16 Electrical $220,550.00 $0 $220,550.00 0 589.0 Maintenance Building $0 $0 $0 0 590.0 Community Center Building $70,000.00 $0 $70,000.00 0 591.0 Other/misc.$27,197.00 $0 $27,197.00 0 592.Subtotal Structural $1,921,374.00 $0 $1,921,374.00 0 593.2 Earth Work $250,000.00 $0 $250,000.00 0 594.2 Site Utilities $62,500.00 $0 $62,500.00 0 595.2 Road & Walks $82,500.00 $0 $82,500.00 0 596.2 Site Improvement $56,250.00 $0 $56,250.00 0 597.2 Geotechnical Conditions $0 $0 $0 0 598.2 Landscaping $76,250.00 $0 $76,250.00 0 599.2 Environmental Remediation $0 $0 $0 0 600.2 Demolition $0 $0 $0 0 601.2 Unusual Site Conditions $31,250.00 $0 $31,250.00 0 602.Subtotal Site Work $558,750.00 $0 $558,750.00 0 603.Total Improvements $2,480,124.00 $0 $2,480,124.00 0 604.1 General Conditions $145,820.00 $0 $145,820.00 0 605.0 Payment and Performance Bond $27,260.00 $0 $27,260.00 0 606.Building Permits $0 $0 $0 0 Page 4 of 511/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Sources, Construction Estimates 607.Subtotal $173,080.00 $0 $173,080.00 0 608.1 Builder's Overhead $157,751.00 $0 $157,751.00 0 609.1 Builder's Profit/Fee $157,751.00 $0 $157,751.00 0 610.Total $2,968,706.00 $0 $2,968,706.00 0 611.Total Cost/Square Feet 427.64 0.00 427.64 0 612.Gross Square Footage 6942 Gross Square Footage is the floor area within the inside perimeter of the exterior walls of the building under consideration, including corridors, stairways, closets, the thickness of interior walls, columns, area of basements, enclosed parking garages, or other features. The floor area of a building, or portion thereof, not provided with surrounding exterior walls shall be the usable area under the horizontal projection of the roof or floor above. The gross floor area shall not include vents, shafts with no openings, interior courts, crawl spaces or attics. 613.Optional User Comments 0 Page 5 of 511/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Development Budget, Gross Syndication Investment, Capitalized Reserves, and Debt Service Requirements Development Budget: Residential Commercial Total Comments (a)(b)(c)(d) 614.Acquisition: Land $0 $0 $0 0 615.Acquisition: Building $0 $0 $0 0 616.Acquisition: Subtotal $0 $0 $0 617.Direct Construction Budget $2,968,706.00 $0 $2,968,706.00 0 618.Construction Contigency $296,871.00 $0 $296,871.00 $0 619.Percent Construction Contingency 10.00%0.00%10.00% 620.Subtotal: Construction $3,265,577.00 $0 $3,265,577.00 General Development Costs: 621.Architecture and Engineering $200,000.00 $0 $200,000.00 0 622.Survey and Permits $5,000.00 $0 $5,000.00 0 623.Clerk of the Works $0 $0 $0 0 624.Environmental Engineer $4,500.00 $0 $4,500.00 0 625.FF&E $0 $0 $0 0 626.Bond Premium $0 $0 $0 0 627.Legal $60,000.00 $0 $60,000.00 0 628.Title and Recording $1,500.00 $0 $1,500.00 0 629.Accounting & Cost Cert.$0 $0 $0 0 630.Marketing & Rent Up $0 $0 $0 0 631.Real Estate Taxes $0 $0 $0 0 632.Insurance $22,677.00 $0 $22,677.00 0 633.Relocation $0 $0 $0 0 634.Appraisal $5,250.00 $0 $5,250.00 0 635.Security $0 $0 $0 0 636.Construction Loan Interest $12,000.00 $0 $12,000.00 0 Page 1 of 611/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Development Budget, Gross Syndication Investment, Capitalized Reserves, and Debt Service Requirements 637.Predevelopment Loan Interest & Fees $0 $0 $0 0 638.Inspecting Engineer $25,000.00 $0 $25,000.00 0 639.Fee to:0 $8,000.00 $0 $8,000.00 0 640.Fee to:0 $0 $0 $0 0 641.LIHTC Fees:$0 $0 642.Mortgage Insurance Premium $0 $0 0 643.Credit Enhancement Fees $0 $0 $0 0 644.Letter of Credit Fees $0 $0 $0 0 645.Other Financing Fees $0 $0 $0 0 646.Development Consultant $44,525.00 $0 $44,525.00 0 647.Other Consulting Fees:0 $10,000.00 $0 $10,000.00 0 648.Other Consulting Fees:0 $0 $0 $0 0 649.Other Consulting Fees:0 $0 $0 $0 0 650.Other Consulting Fees:0 $0 $0 $0 0 651.Other Non-Consulting Fees 0 $0 $0 $0 0 652.Other Non-Consulting Fees 0 $0 $0 $0 0 653.Other Non-Consulting Fees: 0 $0 $0 $0 0 654.Other Non-Consulting Fee: 0 $0 $0 $0 0 655.Soft Cost Contingency $21,367.00 $0 $21,367.00 0 656.Subtotal: Gen. Dev.$419,819.00 $0 $419,819.00 657.Subtotal: Acquis., Const., and Gen. Dev. $3,685,396.00 $0 $3,685,396.00 658.Capitalized Reserves $20,000.00 $0 $20,000.00 0 Page 2 of 611/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Development Budget, Gross Syndication Investment, Capitalized Reserves, and Debt Service Requirements 659.Developer Overhead $274,802.00 $0 $274,802.00 0 660.Developer Fee $274,802.00 $0 $274,802.00 0 661.Total Development Cost $4,255,000.00 $0 $4,255,000.00 662.TDC per Unit $531,875.00 $0 $531,875.00 663.TDC Net $4,235,000.00 $0 $4,235,000.00 664.TDC Net per Unit $529,375.00 $0 $529,375.00 665.TDC Affordable Units $0 666.TDC Net Affordable Units $0 667.TDC Market Units $0 668.TDC Net Market Units $0 669.Consultant Fee as % of TDC 1.30%0.00%1.30% 670.Maximum DHCD Soft-Subsidy Developer Fee and Overhead:$456,358.88 671.Maximum LIHTC Developer Fee and Overhead:$528,858.88 Click HERE if you wish to verify your calculation. Please note that consulting fees are considered as part of your developer fee and overhead. Please identify sources paying for commercial costs:Amount (a)(b) 672.Source #1:0 $0 673.Source #2:0 $0 674.Source #3:0 $0 675.Source #4:0 $0 676.Source #5:0 $0 HOME, Federal LIHTC Equity and State Bonded Fund sources cannot pay for commercial costs Additional Detail on Development Pro-Forma: Page 3 of 611/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Development Budget, Gross Syndication Investment, Capitalized Reserves, and Debt Service Requirements 677.Gross Syndication Investment $0 Off-Budget Costs: 678.Syndication Legal $0 679.Syndication Fees $0 680.Syndication Consultants $0 681.Bridge Financing Costs $0 682.Investor Servicing (capitalized)$0 683.Other Syndication Expenses $0 684.Total Off-Budget Syndication Costs $0 685.Net Syndication Investment $0 Value above should match Federal LIHTC Equity figure on Page 1 686.Current Reserve Balance Type of Reserve(s): Reserves (capitalized)Residential Commercial Total (a)(b)(c) 687.Replacement Reserves $10,000.00 $0 $10,000.00 688.Initial Rent-Up Reserves $0 $0 $0 689.Operating Reserves $10,000.00 $0 $10,000.00 690.Net Worth Account $0 $0 $0 691.Other Capitalized Reserves $0 $0 $20,000.00 Type of Reserve(s):0 692.Other Reserves $0 $0 $0 Type of Reserve(s):0 693.Other Reserves $0 $0 $0 Type of Reserve(s):0 694.Subtotal: Capitalized Reserves $20,000.00 $0 $20,000.00 (a)(b) 695.Sponsor Letter of Credit Requirements $0 By whom:0 696.Sponsor Letter of Credit Requirements $0 By whom:0 697.Total of Above $20,000.00 Page 4 of 611/30/2022 Rental OneStop Organization: FORWARD OS-R-FORWARD-08878 Other Income, Assumptions, Vacancy, Trending, Operating Subsidy, and Capitalized Reserves 854.Capitalized Operating Reserve Amount $0 Source:0 855.Total Project Reserve Contribution $0 Yearly Draws on Subsidies and Reserves: Subsidy Source I Subsidy Source II Draw on Oper. Reserve Total Project Draw on Reserves (a)(b)(c)(d) 856.Year 1 $0 $0 $0 $0 857.Year 2 $0 $0 $0 $0 858.Year 3 $0 $0 $0 $0 859.Year 4 $0 $0 $0 $0 860.Year 5 $0 $0 $0 $0 861.Year 6 $0 $0 $0 $0 862.Year 7 $0 $0 $0 $0 863.Year 8 $0 $0 $0 $0 864.Year 9 $0 $0 $0 $0 865.Year 10 $0 $0 $0 $0 866.Year 11 $0 $0 $0 $0 867.Year 12 $0 $0 $0 $0 868.Year 13 $0 $0 $0 $0 869.Year 14 $0 $0 $0 $0 870.Year 15 $0 $0 $0 $0 871.Year 16 $0 $0 $0 $0 872.Year 17 $0 $0 $0 $0 873.Year 18 $0 $0 $0 $0 874.Year 19 $0 $0 $0 $0 875.Year 20 $0 $0 $0 $0 Page 8 of 1311/30/2022