HomeMy Public PortalAboutCPC Packet 091323
Town of Brewster
Community Preservation Committee
2198 Main St., Brewster, MA 02631
cpcmeeting@brewster-ma.gov
(508) 896-3701
AMENDED
COMMUNITY PRESERVATION COMMITTEE MEETING AGENDA
2198 Main Street
September 13, 2023 at 4:00 PM
This meeting will be conducted in person at the time and location identified above. This means that at least a quorum of the
members of the public body will attend the meeting in person and members of the public are welcome to attend in person as
well. As a courtesy only, access to the meeting is also being provided via remote means in accordance with applicable
law. Please note that while an option for remote attendance and/or participation is being provided as a courtesy to the
public, the meeting/hearing will not be suspended or terminated if technological problems interrupt the virtual
broadcast or affect remote attendance or participation, unless otherwise required by law. Members of the public with
particular interest in any specific item on this agenda, which includes an applicant and its representatives, should make pla ns
for in-person vs. virtual attendance accordingly.
Phone: Call (312) 626 6799 or (301) 715-8592. Webinar ID: 837 7728 4808 Passcode: 326439
To request to speak: Press *9 and wait to be recognized.
ZoomWebinar: https://us02web.zoom.us/j/83777284808?pwd=NjB3WldRTGRxb0l0WXhIS1J0Y1NOQT09
Passcode: 326439
To request to speak: Tap Zoom “Raise Hand”, then wait to be recognized.
When required by law or allowed by the Chair, persons wishing to provide public comment or otherwise participate in the
meeting, may do so by accessing the meeting remotely, as noted above. Additionally, the meeting will be broadcast live, in real
time, via Live broadcast (Brewster Government TV Channel 18), Livestream (livestream.brewster-ma.gov), or Video
recording (tv.brewster-ma.gov).
Please note that the CPC may take official action, including votes, on any item on this agenda.
1. Call to Order
2. Declaration of a Quorum
3. Meeting participation statement
4. Recording Statement: As required by the Open Meeting Law we are informing you that the Town will be video
and audio taping as well as broadcasting this public meeting. In addition, if anyone else intends to either video
or audio tape this meeting they are required to inform the chair.
5. Public Announcements and Comment: Members of the public may address the CPC on matters not on the
meeting’s agenda for a maximum of 3-5 minutes at the Chair’s discretion. The CPC will not reply to
statements made or answer questions raised during public comment but may add items presented to a future
agenda.
6. Financial Update
a. Summary of reconciliation of FY23 accounts and review of FY24 starting balances
b. Review of updated committee tracking spreadsheets
c. Review of CP3 report
7. Discussion and possible vote on funding request from Brewster Affordable Housing Trust for
$250,000 to fund the town’s Buydown program, including dollar amount, funding source, conditions,
and CPC liaison.
8. Discussion and possible vote on release of the remaining $200,000 of award to Brewster Affordable
Housing Trust for preservation of property on the town’s subsidized housing inventory (SHI).
9. Discussion and possible vote on proposed changes to Brewster Application for Community
Preservation Act Funding.
10. Discussion and possible vote to approve $4350 in FY24 Administrative Funds for Community
Preservation Annual dues.
11. Discussion and possible vote to approve $3500 historical consulting retainer from FY24
Administrative funds.
12. Discussion and planning for Brewster’s First Volunteer Fair
13. Outreach planning for Annual Public Hearing on 10/25
14. Approval of Minutes from 6/28/23 & 7/12/23
15. Project updates
16. Matters Not Reasonably Anticipated by the Chair
17. Announcements
18. Next Meetings: September 27 at 4 PM
19. Adjournment
Date Posted: Date Revised: Received by Town Clerk:
9/11/23 9/12/23
Community
Preservation
Committee
Faythe Ellis
Chair
Sarah Robinson
Vice Chair
Sharon Marotti
Treasurer
Elizabeth Taylor
Clerk
Roland Bassett, Jr.
Christine Boucher
Bruce Evans
Peggy Jablonski
Paul Ruchinskas
CPC Assistant
Beth Devine
Community Preservation Committee: FY22 Forecast as of 11/15/2001
1,739,140.61$
1,084,450.00$
162,668$ 1,247,117.50$ Actual Match received $578,793
2,986,258.11 Difference from Projection 416,125.50$
50%10%10%
Open Space Housing Historical
$ 678,947.78 $ 120,804.53 $ 527,670.09 $ - $ 611,454.96 $ 1,938,877.36
$ 623,558.75 $ 124,711.75 $ 124,711.75 $ 311,779.38 $ 1,247,117.50 $ 1,184,761.63
$ 1,302,506.53 $ 245,516.28 $ 652,381.84 $ 311,779.38 $ 1,858,572.46
2,512,184.03$
Open Space Housing Historical "30%"
$ (53,100.00)
$ (101,600.00)
$ (48,983.00)
(185,000.00)
(245,516.53) (113,079.47)
(125,000.00)
(62,356.00)
(1,184,762.00)
Fall TM approved
(67,400.00)$
(5,000.00)$
(25,000.00)$
Total YTD Obligations - FY22 $ (203,683.00) $ (245,516.53) $ (197,400.00) $ (185,000.00) $ (1,385,197.47)
$ 1,098,823.53 $ (0.25) $ 454,981.84 $ 126,779.38 $ 473,374.99 2,153,959.49$
2,346,359.49$
Total net available from all accounts 2,153,959.49$
REMAINING OPEN SPACE GRANT FUNDS RECEIVED $192,400
Additional Allocation from State match 208,062.75$ 41,612.55$ 41,612.55$ 124,837.65$ 416,125.50$
Projected Ending Balance after additional Match 1,306,886.28$ 41,612.30$ 496,594.39$ 251,617.03$ 473,374.99$ 2,570,084.99$
H - Latham Strong Start in Adult Living Housing(Withdrawn)
H - Latham Legal set aside
H - CC5 Orleans - $100,000 (deferred to next funding)
FY22 Estimated Unreserved Fund Balance as of 11/10/2012 with
Adjustments
[1] Balance forwarded estimated from prior year includes all unallocated funds, including unspent amounts from projects and budgeted administrative and professional expenses.
HI -Crosby Mansion repairs - Consulting Setaside
H - Updated Housing Production Plan - $25,000
(2) State Match revenue is projected at 15%, which is the total which was listed in the Fall TM Warrant.
[3] Administrative expenses are limited by law to 5% of the total CPC budget and include primarily payroll costs, legal and other professional expenses, the annual $3,500 state
Coalition dues.
H - Housing Coordinator - $51096
H - Rental Assistance - $150,000
H - Habitat - Red Top Road - $105,000
Adj for Reserve setasides
HI -Crosby Mansion repairs - $67,400
Administration Expense [3]
Spring TM approved:
Rec - Brewster Dog Park
H - Dennis Veterans Home - $52,500
HI - Mill Pond Wall
BBJ Property Bond #1
BBJ Property Bond #2
Bates Property Bond
FY-21 Actual Unreserved Fund Balance
FY-22 Estimated revenue
FY-22 Estimated Funds available
FY-22 obligations as of 11/10/2021
Undesignated Fund
Balance
FY-21 Estimated total balance forwarded [1]:
FY-22 Estimated local tax revenue:
FY-22 Estimated State contribution [2]:
Total FY-22 Estimated funds available:
Budgedted Reserved for
CPA
BONDS
Community Preservation Committee: FY23 Forecast as of 11/15/2021
2,153,959.49$
1,144,558.05$
286,139.51$ 1,430,697.56$
3,584,657.05
50%10%10%
Open Space Housing Historical
$ 1,291,223.53 $ (0.25) $ 454,981.84 $ 600,154.37
$ 715,348.78 $ 143,069.76 $ 143,069.76 $ 429,209.27
$ 2,006,572.31 $ 143,069.51 $ 598,051.60 $ 429,209.27 $ 600,154.37
Open Space Housing Historical "30%"
$ (51,075.00)
$ (98,000.00)
$ (47,583.00)
(71,534.88)
-
Requests for Spring 2022 TM (Approved )
Housing Coordinator (66,900.00)
Pennrose CC Five Development (105,000.00)
Lower Cape Housing Institute (15,000.00)
Digitization of Ellen St. Sure Collection (22,616.50)
Total YTD Obligations - FY23 $ (196,658.00) $ (81,900.00) $ (22,616.50) $ (176,534.88) $ -
$ 1,809,914.31 $ 61,169.51 $ 575,435.10 $ 252,674.39 $ 600,154.37
Total net available from all accounts
Plus Additional Funds from FY22 State Match 208,062.75$ 41,612.55$ 41,612.55$ 124,837.65$
Projected Balance with Additional Match 2,017,977.06 102,782.06 617,047.65 377,512.04 600,154.37$
[1] Balance forwarded estimated from prior year includes all unallocated funds, including unspent amounts from projects and budgeted administrative and professional expenses.
(2) State Match revenue is projected at 25%
[3] Administrative expenses are limited by law to 5% of the total CPC budget and include primarily payroll costs, legal and other professional expenses, the annual $4,350 state CPA
Coalition dues.
(4) Iincludes State Grant of 192,400 for McGuerty Road purchase Received in FY22
FY23 Estimated Unreserved Fund Balance as of 11/15/2021
with Adjustments
Administration Expense [3]
Bates Property Bond
Budgeted Reserved for
CPA
Undesignated Fund
Balance
FY-22 Actual Unreserved Fund Balance with Original Match(4)
FY-23 Estimated revenue
FY-23 Estimated Funds available
FY-23 obligations as of 11/15/2021
BBJ Property Bond #1
BBJ Property Bond #2
FY-22 Estimated total balance forwarded [1]:
FY-22 Estimated local tax revenue:
FY-22 Estimated State contribution [2]:
Total FY-22 Estimated funds available:
BONDS
BONDS
Revenue Adjustments:
FY22 Actual total revenue 'true-up'
Budgeted Revenue Actual Revenue Variance
Tax Surcharge 1,084,450.00 1,118,134.78 33,684.78
State Match 162,668.00 578,793.00 416,125.00
Interest -3,890.94 3,890.94
Total 1,247,118.00 1,700,818.72 453,700.72
FY22 Allocation 'true up'
Historic 10%124,712.00 170,081.87 45,369.87
Housing 10%124,712.00 170,081.87 45,369.87
Open Space 50%623,559.00 850,409.36 226,850.36
FY22 End of Fiscal Year Reconciliation
Reserve for Continuing Appropriation (now one account):
Current Balance 1,798,074.82
Reverse FY21 Entry (1,798,074.82)
Reset for FY22 1,405,932.57
New Balance at 6.30.22 1,405,932.57
Open Space Reserve
Current Balance 1,098,823.78
+ Revenue true-up 226,850.36
+ State Land Grant Close Out 192,400.00
+ McGuerty Close Outs 38,805.75
New Balance at 6.30.22 1,556,879.89
Historic Reserve
Current Balance 454,982.09
+ Revenue true-up 45,369.87
New Balance 6.30.22 500,351.96
Housing Reserve
Current Balance -
+ Revenue true-up 45,369.87
New Balance 6.30.22 45,369.87
Budgeted Reserve
Current Balance 126,779.00
Close balance to Undesig (126,779.00)
Balance at 6.30.21 -
Reserve for Expenditure
Current Balance 1,032,035.00
Close out to Undesg. - to be reset in FY23 (1,032,035.00)
Balance at 6.30.22 -
Undesignated Fund Balance (pre-close)
Current balance (773,742.51)
+ Total FY22 Revenue 1,893,218.72
- Total FY22 Expenses (1,363,880.39)
+ Prior Year Res for Cont Approp 1,798,074.82
- Reset for FY22 Res for Cont Approp (1,405,932.57)
- Adj State Land Grant balance to OS (192,400.00)
- Revenue true up to historic reserve (45,369.87)
- Revenue true up to housing reserve (45,369.87)
- Revenue true up to Open Space Reserve (226,850.36)
+Close out budgeted reserve 126,779.00
- McGuerty close- outs to OS Reserve (38,805.75)
- Close out Prior Year Res for Expenditures 1,032,035.00
CPA Undesignated Fund Balance at 6.30.22 757,756.22
FY23 Start of Year Reconciliation
Reserve for Continuing Appropriation (now one account):
New Balance on 7.1.22 1,405,932.57
Open Space Reserve
FY23 Beginning Balance on 7.1.22 1,556,879.89
+ FY23 Budgeted Reveue per town meeting 715,349.00
- FY23 Appropriations (196,658.00)
Balance 2,075,570.89
Historic Reserve
FY23 Beginning Balance on 7.1.22 500,351.96
+ FY23 Budgeted Revenue per town meeting 143,070.00
- FY23 Appropriations (22,617.00)
Balance 620,804.96
Housing Reserve
FY23 Beginning Balance on 7.1.22 45,369.87
+ FY23 Budgeted Reveue per town meeting 143,070.00
- FY23 Appropriations (81,900.00)
Balance 106,539.87
Budgeted Reserve
FY23 Beginning Balance on 7.1.22 -
+ FY23 Budgeted Reveue per town meeting 429,209.00
- FY23 Appropriations (176,535.00)
Balance 252,674.00
Reserve for Expenditure
FY23 Beginning Balance on 7.1.22 -
+FY23 Appropriations 477,710.00
Balance 477,710.00
Undesignated Fund Balance
CPA Undesignated Fund Balance at 7.1.22 757,756.22
FY23 Anticipated Revenue 1,430,698.00
-FY23 Budgeted Revenue for Historic (143,070.00)
-FY23 Budgeted Revenue for Housing (143,070.00)
-FY23 Budgeted Revenue for Open Space (715,349.00)
-FY23 Budgeted Revenue for Budgeted Reserve (429,209.00)
Balance 757,756.22
9/11/20236:19 PM
Revenue Adjustments:
FY23 Actual total revenue 'true-up'
Budgeted Revenue Actual Revenue Variance
Tax Surcharge 1,144,558.00 1,187,579.50 43,021.50
State Match 286,140.00 529,332.00 243,192.00
Interest -96,277.54 96,277.54
Total 1,430,698.00 1,813,189.04 382,491.04
FY23 Allocation 'true up'
Historic 10%143,070.00 181,318.90 38,248.90
Housing 10%143,070.00 181,318.90 38,248.90
Open Space 50%715,349.00 906,594.52 191,245.52
FY23 End of Fiscal Year Reconciliation
Reserve for Continuing Appropriation (now one account):
Current Balance 1,405,932.57
Reverse FY22 Entry (1,405,932.57)
Reset for FY23 1,531,897.24
New Balance at 6.30.23 1,531,897.24
Open Space Reserve
Current Balance 1,811,570.89
+ Revenue true-up 191,245.52
New Balance at 6.30.23 2,002,816.41
Historic Reserve
Current Balance 263,604.96
+ Revenue true-up 38,248.90
New Balance 6.30.23 301,853.86
Housing Reserve
Current Balance 106,539.87
+ Revenue true-up 38,248.90
New Balance 6.30.23 144,788.77
Budgeted Reserve
Current Balance 252,674.00
Close balance to Undesig (252,674.00)
Balance at 6.30.23 -
Reserve for Expenditure
Current Balance 1,098,910.00
Close out to Undesg. - to be reset in FY24 (1,098,910.00)
Balance at 6.30.23 -
Undesignated Fund Balance (pre-close)
Current balance (672,941.78)
+ Total FY23 Revenue 1,813,189.04
- Total FY23 Expenses (923,530.49)
+ Prior Year Res for Cont Approp 1,405,932.57
- Reset for FY23 Res for Cont Approp (1,531,897.24)
- Revenue true up to historic reserve (38,248.90)
- Revenue true up to housing reserve (38,248.90)
- Revenue true up to Open Space Reserve (191,245.52)
+Close out budgeted reserve 252,674.00
- Close out Prior Year Res for Expenditures 1,098,910.00
CPA Undesignated Fund Balance at 6.30.23 1,174,592.77
FY24 Start of Year Reconciliation
Reserve for Continuing Appropriation:
New Balance on 7.1.22 1,531,897.24
Open Space Reserve
FY24 Beginning Balance on 7.1.23 2,002,816.41
+ FY24 Budgeted Reveue per town meeting 158,184.00
- FY24 Appropriations (189,633.00)debt payments
Balance 1,971,367.41
Historic Reserve
FY24 Beginning Balance on 7.1.23 301,853.86
+ FY24 Budgeted Revenue per town meeting 158,184.00
- FY24 Appropriations -
Balance 460,037.86
Housing Reserve
FY24 Beginning Balance on 7.1.23 144,788.77
+ FY24 Budgeted Reveue per town meeting 158,184.00
- FY24 Appropriations -
Balance 302,972.77
Budgeted Reserve
FY24 Beginning Balance on 7.1.23 -
+ FY24 Budgeted Reveue per town meeting 1,107,291.00
- FY24 Appropriations (79,092.00)admin exp
Balance 1,028,199.00
Reserve for Expenditure
FY24 Beginning Balance on 7.1.23 -
+FY24 Appropriations 584,245.00
Balance 584,245.00
Undesignated Fund Balance
CPA Undesignated Fund Balance at 7.1.23 1,174,592.77
FY24 Anticipated Revenue 1,581,844.00
-FY24 Budgeted Revenue for Historic (158,184.00)
-FY24 Budgeted Revenue for Housing (158,184.00)
-FY24 Budgeted Revenue for Open Space (158,184.00)
-FY24 Budgeted Revenue for Budgeted Reserve (1,107,291.00)
-FY24 Appropriations funded from UFB (315,520.00)
Balance 859,073.77
Community Preservation Committee: FY24 Forecast as of 8/19/2023
3,624,053$
1,223,691$
358,153$ 1,581,844$
1,581,844$
Pre FY24 FY24
10%10%10%
Open Space Housing Historical
$ 2,002,817 $ 144,789 $ 301,854 $ 1,174,593 3,624,053$
$ 158,184 $ 158,184 $ 158,184 $ 1,107,291 1,581,844$
$ 2,161,001 $ 302,973 $ 460,039 $ 1,174,593 $ 1,107,291 5,205,897$
Open Space Housing Historical
$ (49,050)
$ (94,400)
$ (46,183)
(79,092)$
Spring 2024 Town Meeting Approved
(70,580)$
107 Main St, Orleans (55,000)$
Juniper Hill, Wellfleet (55,000)$
FORWARD Phase 2 (125,000)$
Accessible Outdoor Furniture (9,670)$
Fall 2024 Town Meeting Applications
Millstone Road Housing - POAH (500,000)$
Buydown Program - Housing Trust (250,000)$
Total YTD Obligations - fy24 $ (189,633) $ - $ - $ (1,065,250) $ (79,092)(1,333,975.20)$
$ 1,971,368 $ 302,973 $ 460,039 $ 109,343 $ 1,028,199 3,871,922.04$
Total net available from all accounts
[5] Allocated funds from the revised funding allocation method voted on at town meeting in the Spring of 2023. New allocation is 70% for Undesignated Fund Balance
FY-24 Estimated Funds available
FY-23 Estimated total balance forwarded [1]:
FY-24 Estimated local tax revenue:
FY-24 Estimated State contribution [2]:
Total FY-24 Estimated funds available:
Undesignated Fund
Balance [4]
Undesignated Fund
Balance [5]
FY-23 Actual Unreserved Fund Balance with Original
Match(4)
FY-24 Estimated revenue
fy24 Estimated Unreserved Fund Balance as of
08/19/2023 with Adjustments
FY-24 obligations as of 08/19/2023
BBJ Property Bond #1
BBJ Property Bond #2
Bates Property Bond
Administration Expense [3]
Housing Coordinator
[1] Balance forwarded estimated from prior year includes all unallocated funds, including unspent amounts from projects and budgeted administrative and professional
{4{ Balance forwarded for all unallocated funds in the previous "Budgeted for Unreserved Funds" account, which contained funds using the Pre-
FY24 allocation method
(2) State Match revenue is projected at 30%
[3] Administrative expenses are limited by law to 5% of the total CPC budget and include primarily payroll costs, legal and other professional
Coalition dues.
BONDS
BONDS
Page 1 of 2
2198 Main Street
Brewster, Massachusetts 02631-1898
(508) 896-3701
FAX (508) 896-8089
August 11, 2023
To: Community Preservation Committee
From: Brewster Affordable Housing Trust
Members: Chair-Tim Hackert, Vice Chair-Maggie Spade-Aguilar, Clerk- Ned
Chatelain, Donna Kalinick, Paul Ruchinskas, Vanessa Greene, Tony Freitas
RE: Fiscal Year 2023, CPC Fund expenditures for the CP3 State Report
Dear Chair Ellis,
The following is a list of expenditures made by the Brewster Affordable Housing
Trust (BAHT) in Fiscal Year 2023 with funds that were allocated from the Community
Preservation Act. The original funding in the amount of $100,000 to the Housing
Trust was approved by voters at the November 2018 Town Meeting. The Trust was
established by Town Meeting Vote at the May 2018 Town Meeting. A subsequent
allocation of $500,000 was made at the November 2019 Town Meeting for the
Preservation of Subsidized Housing Inventory (SHI) units of which $300,000 was
transferred to the Affordable Housing Trust Fund. Another allocation was made at
the May 2021 Town Meeting of $150,000 to fund the Trust’s Rental Assistance
program for 2 additional years.
1- $49,456.00: CPC guideline-Preservation of Affordable Housing. 212 Yankee
Drive, single family home on the Town of Brewster’s Subsidized Housing
Inventory (SHI) suffered water damage to the property from an apparent burst
pipe prior to 2018. The property was transferred to the BAHT via a May 2022
Town meeting vote. The Trust has been overseeing the necessary repairs
with CPC and BAHT funds and will re-sell to a qualified affordable buyer. The
Trust entered a contract with TRI and Housing Assistance Corporation
($27,500) to oversee the construction work and hold the required affordable
lottery. $3,750.00 was paid to Housing Assistance Corporation in FY23. The
BAHT hired Green Environmental to remediate the mold in the home and
demo the home down to the studs. $38,125.00 was paid to Green
Environmental. The septic system failed inspection and required repair.
$6,981.00 was paid to Accucheck Septic LLC. The BAHT through the Town
put an out an IFB for Rehabilitation of the home in order to restore it to livable
Brewster Municipal
Affordable Housing Trust
Page 2 of 2
condition to be re-sold to an affordable home buyer. The Town has contracted
for this work in the amount of $240,672.00. The Trust paid $600 in legal fees
to KP Law for legal assistance related to 212 Yankee Drive.
The Trust was allocated $500,000 of Community Preservation funding at the
November 2019 Town meeting for potential purchase & repair of this home or
other homes on the Town subsidized housing inventory in similar situations
that may require Trust action or assistance. We are also actively working on
Sean Circle which was foreclosed on and is currently bank owned and
needed significant repairs before being resold to an eligible affordable buyer.
All procurement and other required MA laws have been followed in any
process where the Trust intervenes.
2- The BAHT spent $14,175.00 for the Rental Assistance program. Eligible low-
to-moderate income households may receive up to $500 a month for a
maximum of three years. There are currently 11 households being served in
this program. The BAHT has authorized funding for up to 15 households.
Housing Assistance Corporation was contracted to oversee the Rental
Assistance Program. Monies spent include $13,500 in payments made to
landlords and $675 (5%) for program administration.
Total Amount of CPC funds spent by the Housing Trust in Fiscal 2023:
$63,631.00 The Trust currently has a balance of $463.700.59
in CPC funds. A full accounting of CPC funding, interest accrued and
expenses is attached for your review.
Respectfully Submitted,
Donna J. Kalinick
Town Manager’s Designee,
Brewster Affordable Housing Trust
Attachments: Financial Reports, 212 Yankee Drive Expense Report
BAHT Account Balances & Interest Allocation:
Special Revenue Fund:BAHT:
FY16 FY19 Non- CPA CPA
Beginning Balance: 212.44 Beginning Balance: - -
interest revenue 180.91 Trans fr Spec Revenue 87,693.99 100,000.00
Donation revenue 86,540.89 interest revenue 377.46 430.42
End Balance: 86,934.24 End Balance:88,071.45 100,430.42
FY17 FY20
Beginning Balance:86,934.24 Beginning Balance:88,071.45 100,430.42
interest revenue 260.86 Expenses:(5,196.00) (13,100.00)
End Balance:87,195.10 Transfer in fr GF 100,000.00
Transfer in fr CPA 300,000.00
interest revenue:471.92 999.54
FY18 End Balance:183,347.37 388,329.96
Beginning Balance: 87,195.10
interest revenue 498.89 FY21
End Balance: 87,693.99
Beginning Balance 183,347.37 388,329.96
FY19 Expenses: (15,222.00)
Trans in fr Stabilization 250,000.00
Beginning Balance: 87,693.99 interest revenue 439.74 378.61
Transfer to BAHT (87,693.99) End Balance:433,787.11 373,486.57
End Balance in Spec Rev: -
FY 22
Beginning Balance: 433,787.11 373,486.57
Expenses: (7,163.92) (4,877.00)
Trans in from Gen Fund 250,000.00
Trans in from Spec Articles 150,000.00
interest revenue:449.35 196.42
End Balance: 827,072.54 368,805.99
FY23
Beginning Balance: 827,072.54 368,805.99
Expenses:(8,971.06) (63,631.00)
Transfer in from Gen Fund:375,000.00
Transfer in from Spec. Art's
Transfer in from CPC 150,000.00
Interest Revenue 22,347.25 8,525.60
End Balance: 1,215,448.73 463,700.59
FY24 Start of Year
Beginning Balance: 1,215,448.73 463,700.59
Expenses:
Transfer in from Gen Fund:500,000.00
Transfer in from Spec. Art's
Transfer in from CPC
Interest Revenue
End Balance: 1,715,448.73 463,700.59
Type Expenses Source Vendor
Legal 2,523 CPC KP LAW
Administration 27,500 CPC/BAHT (legal counsel 10.21.22)TRI/HAC
Back Taxes 15,986.84 Sale Proceeds TOB
Appraisal $600.00 CPC Linda Coneen
Insurance 7,163.92 BAHT MIIA
7,054.56 BAHT MIIA
Septic
Inspection 1,190.00 BAHT Accucheck
Repairs 6,981.00 CPC (legal 07.27.23)Accucheck/Joe Martin
Other Property Work
Remediation 38,125.00 CPC (legal 07.27.23)Green Env.
DPW Stone for driveway 438.50 BAHT RB OUR
Plumbing Assessment 1,850.00 BAHT Glenn Sherman
Replace Boiler 9,860 CPC (legal 07.27.23)Glenn Sherman
Major Construction 240,672 CPC/BAHT (legal 07.27.23)Estimate only-IFB to be issued
359,944.82$
Authorizations by Trust 2,000 6/5/2019 legal & other admin. expenses
5,000 8/13/2020 legal & professional
10,000 7/8/2022 legal & insurance
2,500 11/3/2022 addl to the 10K-inspections & other misc. costs
27,500 10/6/2022 Admin. for rehab & lottery
45,000 2/2/2023 Remediation and other small building items
7,500 3/2/2023 Septic Repairs
99,500.00$
212 Yankee Drive
ID Task Name Duration Start Finish
0 212 Yankee Drive Renovation 96 days Mon 8/14/23 Fri 12/29/23
1 Pre-Construction 34 days Mon 8/14/23 Fri 9/29/23
2 Contract Executed 0 days Mon 8/14/23 Mon 8/14/23
3 Pre-Construction Meeting 0 days Fri 8/25/23 Fri 8/25/23
4 Submit for Building Permit 2 days Mon 8/28/23 Tue 8/29/23
5 Building Permit Review 20 days Wed 8/30/23 Wed 9/27/23
6 Receive Building Permit (PROJECTED)2 days Thu 9/28/23 Fri 9/29/23
7 Lead Times 52 days Mon 8/28/23 Wed 11/8/23
8 Submittals Submissions 18 days Mon 8/28/23 Thu 9/21/23
9 Submittal Review & Approval 5 days Fri 9/22/23 Thu 9/28/23
10 Release and Lead Time 20 days Fri 9/29/23 Thu 10/26/23
11 Ship / Delivery Onsite 5 days Thu 11/2/23 Wed 11/8/23
12 Construction 52 days Mon 10/2/23 Wed 12/13/23
13 Mobilize 1 day Mon 10/2/23 Mon 10/2/23
14 Make Safe & Demo 2 days Mon 10/2/23 Tue 10/3/23
15 Misc. Framing & Blocking 2 days Mon 10/2/23 Tue 10/3/23
16 Rough Electrical 5 days Wed 10/4/23 Tue 10/10/23
17 Rough Plumbing 5 days Wed 10/4/23 Tue 10/10/23
18 Rough Inspections 1 day Wed 10/11/23 Wed 10/11/23
19 Install Insulation 3 days Thu 10/12/23 Mon 10/16/23
20 Insulation Inspection 1 day Tue 10/17/23 Tue 10/17/23
21 Drywall 5 days Wed 10/18/23 Tue 10/24/23
22 Mud, Tape, & Finish 5 days Wed 10/25/23 Tue 10/31/23
23 Install Interior Doors 2 days Wed 11/1/23 Thu 11/2/23
8/14 212 Yankee Drive Renovation
8/14 Pre-Construction
8/14 Contract Executed
8/25 Pre-Construction Meeting
8/28 Submit for Building Permit
8/30 Building Permit Review
9/28 Receive Building Permit (PROJECTED)
8/28 Lead Times
8/28 Submittals Submissions
9/22 Submittal Review & Approval
9/29 Release and Lead Time
11/2 Ship / Delivery Onsite
10/2 Construction
10/2 Mobilize
10/2 Make Safe & Demo
10/2 Misc. Framing & Blocking
10/4 Rough Electrical
10/4 Rough Plumbing
10/11 Rough Inspections
10/12 Install Insulation
10/17 Insulation Inspection
10/18 Drywall
10/25 Mud, Tape, & Finish
11/1 Install Interior Doors
30 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 3 10 17 24 31 7 14 21 28 5 12 19 26 2 9 16 23 30
Aug '23 Sep '23 Oct '23 Nov '23 Dec '23 Jan '24 Feb '24 Mar '24 Apr '24 May '24 Jun '24
212 Yankee Drive Renovation
Brewster, MA
212 Yankee Drive Renovation Page 1 of 2 Schedule Date: 8.24.2023
ID Task Name Duration Start Finish
24 Install Millwork 3 days Fri 11/3/23 Tue 11/7/23
25 Template Countertops 1 day Wed 11/8/23 Wed 11/8/23
26 Install Countertops 1 day Thu 11/9/23 Thu 11/9/23
27 Install Flooring 3 days Fri 11/10/23 Tue 11/14/23
28 Install Stairs & Treads 3 days Wed 11/15/23 Fri 11/17/23
29 Install Interior Trim 4 days Wed 11/15/23 Mon 11/20/23
30 Prime & First Coast 5 days Tue 11/21/23 Tue 11/28/23
31 Finish Electrical 5 days Wed 11/29/23 Tue 12/5/23
32 Finish Plumbing 5 days Wed 11/29/23 Tue 12/5/23
33 Final MEP Inspections 1 day Wed 12/6/23 Wed 12/6/23
34 Install Misc. Accessories 2 days Wed 11/29/23 Thu 11/30/23
35 Install Door Hardware 2 days Wed 11/29/23 Thu 11/30/23
36 Install Appliances (By Owner)2 days Wed 11/29/23 Thu 11/30/23
37 Finish Paint 5 days Thu 12/7/23 Wed 12/13/23
38 Closeout 10 days Thu 12/14/23 Fri 12/29/23
39 Final Cleaning 1 day Thu 12/14/23 Thu 12/14/23
40 FD Final Inspection 1 day Fri 12/15/23 Fri 12/15/23
41 BD Final Inspection 1 day Mon 12/18/23 Mon 12/18/23
42 Punchlist Walkthrough 1 day Fri 12/15/23 Fri 12/15/23
43 Punchlist Work 5 days Mon 12/18/23 Fri 12/22/23
44 Submit for CO 2 days Tue 12/19/23 Wed 12/20/23
45 Receive CO 5 days Thu 12/21/23 Fri 12/29/23
46 Final Acceptance 0 days Fri 12/29/23 Fri 12/29/23
11/3 Install Millwork
11/8 Template Countertops
11/9 Install Countertops
11/10 Install Flooring
11/15 Install Stairs & Treads
11/15 Install Interior Trim
11/21 Prime & First Coast
11/29 Finish Electrical
11/29 Finish Plumbing
12/6 Final MEP Inspections
11/29 Install Misc. Accessories
11/29 Install Door Hardware
11/29 Install Appliances (By Owner)
12/7 Finish Paint
12/14 Closeout
12/14 Final Cleaning
12/15 FD Final Inspection
12/18 BD Final Inspection
12/15 Punchlist Walkthrough
12/18 Punchlist Work
12/19 Submit for CO
12/21 Receive CO
12/29 Final Acceptance
30 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 3 10 17 24 31 7 14 21 28 5 12 19 26 2 9 16 23 30
Aug '23 Sep '23 Oct '23 Nov '23 Dec '23 Jan '24 Feb '24 Mar '24 Apr '24 May '24 Jun '24
212 Yankee Drive Renovation
Brewster, MA
212 Yankee Drive Renovation Page 2 of 2 Schedule Date: 8.24.2023
Town of Brewster
2198 Main Street
Brewster, MA 02631-1898
Phone: (508) 896-3701, ext. 1169
Fax: (508) 896-8089
MEMORANDUM
TO:
FROM:
RE:
DATE:
Brewster Community Preservation Committee
Jill Scalise, Housing Coordinator & Donna Kalinick, Assistant Town
Administrator on behalf of the Brewster Affordable Housing Trust
Request of Extension of Community Preservation Act Housing Trust Grant
May 9, 2022
Background:
On November 18, 2019, Brewster Special Town Meeting approved a $500,000
Community Preservation Act (CPA) award to the Brewster Affordable Housing Trust for
the Preservation of Subsidized Housing Inventory (SHI): Acquisition & Rehabilitation of
Homes on the Town’s SHI. According to the Grant Award Letter:
“The goal of the project is to preserve current Subsidized Housing Inventory (“SHI”)
homes that are at risk of being part of the Brewster’s affordable housing stock.
Specifically, two of the single family homes on the SHI are vacant and in need of
repairs. The Trust proposes to work with the Department of Housing and Community
Development (“DHCD”) to purchase these homes, undertake the necessary repairs and
identify, through Fair Housing practices, new eligible buyers for the homes....”
“The project must be completed no later than June 30, 2022.”
Over the past two years the Housing Trust has been working with DHCD and legal
counsel to return these two identified properties to active use. However, this process
has been slow and dependent upon the timeline and work of outside agencies.
For the Sean Circle property:
In October 2018 a settlement agreement was made between DHCD and the mortgage
holder to retain the affordable deed restriction in the case of foreclosure. The property
was foreclosed in 2019 and is presently owned by the mortgage company. According to
the settlement agreement, the Town has a right and role in determining “required
improvements” for the property to be marketed and sold to an eligible affordable buyer.
The Building Commissioner inspected the property in March 2020. Over the next year
the mortgage company made initial repairs to address code violations. In September
2021 the Town received an appraisal of the property provided by the mortgage
Office of:
Housing
company. Following this, the Building Commissioner and Housing Coordinator toured
the property and identified additional concerns not addressed in the home appraisal.
The Town consulted with DHCD, and, with DHCD’s approval, the Housing Trust
contracted a home inspection in December 2021. At DHCD’s request, the Town worked
with Housing Assistance Corporation (the property resale agent) to determine the
required repairs for resale and then obtained estimates for the necessary work. The
information from the Town was provided to DHCD in January 2022, with a request for
resale of the property. DHCD met with Town staff and Brewster’s legal counsel in March
2022. DHCD’s legal counsel is now in negotiations with the mortgage company.
For the Yankee Drive property:
The Town consulted with legal counsel about the best path to obtain possession of the
property. The Town tried working with the Conservator of the property to purchase the
property, this was complicated by a MassHealth lien, of unknown amount, on the
property. Legal Counsel suggested considering a tax-taking of the property. After
consultation with the Treasurer, Town staff, and the Housing Trust, the Town began
foreclosure proceedings on the property in October 2020. The case was filed in January
2021 and continued for over a year. In February 2022, the Town’s tax attorney filed for
a general default. The Attorney General’s Office required a stipulation to retain the
affordable deed rider. This was acceptable to the Town. The Court issued a foreclosure
judgment in the case on May 3, 2022 and transferred ownership of the property to the
Town. The Town has an article on the May 14th Annual Town Meeting Warrant to
transfer the care, custody, and control of the property to the Housing Trust. Now that
the Town has obtained control of the property, it needs to be insured. This will be a
responsibility of the Housing Trust. There are also significant repairs that will need to be
made in this home that the Trust will oversee and provide funding for.
The Housing Trust has spent the funds in the following manner:
FY21: $1,144- legal fees associated with 212 Yankee Drive
FY22: $500- Home Inspection 11 Sean Circle
FY22- $667 to date-legal fees associated with preservation of affordable homes
Additionally, part of the importance of this grant is to have funds available to the
Housing Trust to, if needed, purchase an affordable home that is under threat to lose
an affordable deed rider because of foreclosure or resale. The timing of a such potential
events is not known. The Town is currently working with two homeowners on the
possible resales of their affordable homes.
Request from the Housing Trust:
The Housing Trust requests that the Community Preservation Committee extend the
grant period of the November 18, 2019, $500,000 grant award to the Housing Trust for
the Preservation of Subsidized Housing Inventory until June 30, 2024.
This Grant Agreement made this 4 day of December , 2019 by and between the Town of
Brewster, a municipal corporation duly organized under the laws of Massachusetts and having
a usual place of business at 2198 Main Street, Brewster, MA 02631 (hereinafter referred to as
the "TowN"), acting by and through the Community Preservation Committee (hereinafter
referred to as the "CPC", and Brewster Affordable Housing Trust (hereinafter referred to as
the "RECIPIENT"), with an address of 2198 Main Street, [3rewster Town Hall, Brewster, MA
02631. The purpose of this Grant Agreement is to implement the following grant award:
Witnesseth
Whereas, the CPC invited the submission of proposals for grants of funds for purposes
consistent with the Community Preservation Act, G.L. c. 43B; and
Whereas, in response thereto, the Recipient submitted an application for funding, dated August
7, 2019 for purposes described in the Project Description section of the Project Funding
Application (hereinafter referred to as the "Project") (the Project Funding Application is attached
as Exhibit A, and incorporated herein), and the CPC reviewed and approved the Project and
recommended that the funding for the Project be approved at Town Meeting; and
Whereas, the Town Meeting thereafter appropriated the funds recommended by the CPC
pursuant to Warrant Article No. 5 on _November 18, 2019 and authorized the CPC and
Town Administrator to enter into a grant agreement with the Recipient for the purposes set forth
in the Project; and
Now, Therefore, the Town and the Recipient agree as follows:
1. Award. Subject to the terms of this Agreement, the Town agrees to award the Recipient
the amount of Five Hundred Thousand Dollars ($500,000.00) for the Project.
2. Project Funding Application. The Project Funding Application submitted to the CPC, as
may be amended by conditions of the CPC upon award, is incorporated into this Grant
Agreement by reference (Exhibit A).
3. Term. The term of this Grant Award is two (2) years from the date of the Town's
execution of this Grant Agreement (the "Commencement Date"). All of the work
described in this Grant Agreement must be completed no later than 2 years after the
Commencement Date (the "Completion Date"), unless the CPC grants an extension for
good cause shown. Funds not utilized on the Project must be returned to the Community
Preservation Fund and will be made available for future appropriation to other recipients.
4. Budget: Other Sources of Funding. Prior to the. commencement of the Work, the
Recipient must submit a complete project budget that accounts for (1) the expenditure of
all funds awarded under this Grant Agreement; and (2) the identity and amounts of all
Page 2 of 10
other sources of funding, if necessary, to complete the project as described herein,
Recipient shall not expend any grant funds until such time as it has provided evidence to
the CPC that it has secured sufficient sources of funding to complete the Work and the
CPC has approved the Project Budget. If the CPC determines at any time during the
Project that funds have been spent on goods or services not included in the Project
Budget, or otherwise not authorized under the CPA, the Recipient shall be responsible for
repayment of such funds to the CPA Fund.
5. Disbursement of Funds. The Recipient hereby acknowledges and expressly agrees that all
disbursements of grant funds to the recipient shall be contingent upon satisfaction of the
conditions contained in the Award Letter (a copy of which is attached hereto as Exhibit B
and incorporated herein).
6. Requirements For Release of Funds. The Recipient hereby acknowledges and expressly
agrees that all disbursements of grant funds to the Recipient or to third parties on the
Recipient's behalf shall comply with the Award Letter.
7. Reports. The Recipient shall provide the CPC with project status reports as required by
the Award Letter. A Project Closeout Report as required by the Award Letter, including
digital photo documentation of the Project where appropriate, is due with 30 days after
the Completion Date. The Project Closeout Report shall be to the satisfaction of the CPC,
which approval shall not be unreasonably withheld.
a. All documents, including but not limited to photographs, videos, etc. submitted to
the CPC shall become the property of the Town of Brewster and shall be available
for use by the Town and available to the public under the Massachusetts Public
Records Law.
8. Project Liaison. The CPC may designate a CPC Project Liaison for the project being
funded by this Grant Agreement. The Project Liaison may be either a municipal
employee, member of the CPC or a consultant retained by the CPC for that purpose. The
Recipient shall cooperate with the Project Liaison, including providing access to the
project site at reasonable times and with reasonable notice, The Project Liaison shall
serve as the agent of the CPC for monitoring project compliance with the terms of this
Grant Agreement and shall periodically report to the CPC regarding the progress of the
project funded by this Grant Agreement and the compliance of the Recipient with the
terms of this Grant Agreement.
9. Records. The Recipient agrees to maintain such records with respect to utilization of the
grant funds and income derived therefrom as are kept in the normal course of business
and such additional records as may be required by the CPC. Said records shall be
available for inspection by the CPC during the Recipients normal business hours. The
CPC shall be entitled to request copies of any record so kept provided said record does
not contain proprietary information of the Recipient.
Page 3 of 10
10. Deed Restrictions. Pursuant to Massachusetts General Laws Chapter 44B, § 12 every
project that involves the acquisition of any interest in real property with CPA funds shall
be bound by a permanent deed restriction that meets the requirements of M.G.L. c. 184,
limiting the use of the interest to the purpose for which it was acquired. Where applicable
and as required by the Award Letter, Recipient agrees to the imposition of such deed
restriction in a form acceptable to the CPC.
11. Compliance with Laws and Agreement. Recipient understands and agrees that projects
funded through this Award are made pursuant to and must comply with the requirements
of the Community Preservation Act, M.G.L. c. 44B. Recipient also agrees to comply with
all requirements of this Grant Agreement.
12. Permits and Licenses. It is the obligation of Recipient to obtain all permits and licenses
necessary for implementation of the Project. No local permit or license is waived by the
award of this Grant.
13. No Liability of Town. By making this award, the Town does not accept any liability
whatsoever for any acts, omissions or errors associated with the Project. Nothing in this
Grant Agreement shall be construed to render the Town or any elected or appointed
official or employee of the Town, or their successors in office, personally liable for any
obligation under this Grant Agreement. Recipient agrees to indemnify and defend the
Town from all claims, suits or demands, and costs and expenses, including attorney's fees
resulting from implementation of the Project,
14. No Assignment. This Grant Agreement may not be assigned by Recipient without prior
written agreement by the Town of Brewster.
15. Default and Termination.
a. If the CPC determines that the Recipient has failed to fulfill all obligations set
forth under the terms of this Grant Agreement and so defaulted in said
obligations, the CPC shall so notify the recipient in writing, setting forth the
nature and details of the default.
b. Upon the Recipient's receipt of said notice of default, the Recipient shall
immediately cease to incur any additional expenses in connection with the Project
funded by this Grant Agreement.
c. The CPC shall hold a public hearing within fourteen (14) days of the date of the
Recipient's receipt of the notice of default for the purpose of determining whether
this Grant Agreement should be terminated. The Recipient shall have the
opportunity to present evidence and argument at said termination hearing prior to
the CPC voting whether to terminate the Grant Agreement.
d. At the close of the public hearing the CPC shall issue a written decision setting
forth its findings that form the basis of its decision. The CPC may:
Page 4of10
i. vote to reinstate the Grant Agreement without any further condition; or
ii. vote to reinstate the Grant Agreement with additional conditions; or
iii. vote to terminate the Grant Agreement.
e. The CPC shall notify the Recipient in writing of the CPC's decision relative to
termination of the Grant Agreement.
16. Return of Funds.
a. Upon completion of the Project, any funds granted to the recipient under this
Grant Agreement and not yet expended shall be returned forthwith to the Town
without further expenditure thereof.
b. In the event this Grant Agreement is terminated pursuant to the provisions of
Section 15 hereof, any funds granted to the recipient under this Grant Agreement
and not yet expended shall be returned forthwith to the Town without further
expenditure thereof.
c. If this Grant Agreement is terminated as a result of negligent or intentional acts or
omissions of the Recipient, the Recipient shall be liable to repay to the Town the
entire amount of funding provided under this Agreement, and the Town shall take
such steps as are necessary, including legal action, to recover said funds.
d. In the event the Town is required to take legal action under this Grant Agreement,
the Recipient shall be liable for all of the Town's costs expended for the
enforcement of this Grant Agreement, including but not limited to reasonable
attorney's fees and court costs.
17. Notice. Any and all notices, or other communications required or permitted under this
agreement, shall be in writing and delivered in hand or mailed by certified mail, return
receipt requested or by other reputable delivery service to the parties hereto at the
following addresses:
If to the Recipient:
Brewster Affordable Mousing Trust
2198 Main Street
Brewster, MA 02631
If to the CPC:
Town of Brewster CPC
2198 Main Street
Brewster, MA 02631
Page 5 of 10
18. Severability. If any term or condition of this Grant Agreement or any application thereof
shall to any extent be held invalid, illegal or unenforceable by a court of competent
jurisdiction, the validity, legality, and enforceability of the remaining terms and
conditions of this Grant Agreement shall not be deemed affected thereby.
19. Governing Law. This Agreement constitutes the entire agreement between the parties
hereto, and may be amended only in writing executed by both the Town of Brewster and
the Recipient. Signatory below acknowledges and avers that he/she has the authority to
execute this Agreement on behalf of the Recipient.
[SIGNATURE PAGES FOLLOW]
Page 6of10
In Witness Whereof the parties have set their hands and seal on the date first written above.
RECIPIENT
Brewster Affordable Housing Trust
BY ITS
TOWN OF BREWSTER
COMMUNITY PRESERVATION COMMITTEE
cel:6)
BY ITS CHAIRPERSON
TOW REWSTER
_1._."._______
I S TOWN AD
BY MINIS ATOR
TOWN OF BREWSTER CERTIFICATION OF AVAILABLE FUNDS
BY ITS FINANCE DIRECTOR
AS TO FORM ONLY
TOWN COUNSEL C0
Page 7of10
FY23-27 based on Existing Formula based on 2021 Public Hearing
Existing formula FY23-27 50%10%10%
Open Space Housing Historical Recreation Budgeted Reserve*Admin Total
End FY22 est.1,556,879$ 45,370$ 500,351$ 757,756$ 2,860,356$
Est FY 23-FY 27 Revenue 3,576,745$ 715,345$ 715,350$ 1,788,371$ 357,674$ 7,153,485$
Total 5,133,624$ 760,715$ 1,215,701$ 2,546,127$ 357,674$ 10,013,841$
Bond FY 23-27 (819,837)$
Net total available for projects 4,313,787$ 760,715$ 1,215,701$ -$ 2,546,127$ 357,674$ 9,194,004$
Estimated Projects FY23-27 2,000,000$ 1,427,500$ 1,951,208$ 1,430,000$6,808,708$
Funded from category reserve (2,000,000)$ (760,715)$ (1,215,701)$ 2,385,296$
Look to fund from Budgeted Reserve 666,785$ 735,507$ 1,430,000$(2,832,292)$
Est. net total end of FY27 2,313,787$ -$ -$ -$ (286,165)$
* Reserved for Housing, Historic, Recreation
Assumptions: Level annual revenue of $1,430,697
FY23-27 based on Existing Formula based on 2022 Public Hearing
30% minus 5% Admin
Warrant Projects by CPA Category Open Space Housing Historical Recreation
Admin/Undesignate
d (4 categories)Revenue Assumption
FY24 Spring TM approved 305,580$ 9,670$ 79,092$ 1,581,844$
FY24 Fall
FY25 Spring
FY25 Fall
FY26 Spring
FY26 Fall
FY27 Spring
FY27 Fall
Totals -$ 305,580$ -$ 9,670$ 79,092$ 1,581,844$
% of revenue 0%19%0%1%5%
Target %30%30%10%10%20%
Description Notes Open Space Housing Historical Recreation
Unallocated
Reserve - Historic,
Rec, Housing
Unallocated
Reserve - all Admin
Carryover
EOY FY22 1,556,879$ 45,370$ 500,351$ 757,756$
Bond expenseFY23-27 (819,837)$
Net amount (A)737,042$ 45,370$ 500,351$ 757,756$ 2,040,519$
Revenue EOY FY23 50/10/10/25/5 906,595$ 181,319$ 181,319$ 472,422$ 71,535$ 1,813,189$
FY24 TAP 30/30/10/10/15/5 543,957$ 543,957$ 181,319$ 181,319$ 271,978$ 79,092$ 1,581,844$
FY25 TAP 30/30/10/10/15/5 474,553$ 474,553$ 158,184$ 158,184$ 237,277$ 81,070$ 1,621,390$
FY26 TAP 30/30/10/10/15/5 486,417$ 486,417$ 162,139$ 162,139$ 243,209$ 83,096$ 1,661,925$
FY27 TAP 30/30/10/10/15/5 498,577$ 498,577$ 166,192$ 166,192$ 249,289$ 85,174$ 1,703,473$
Subtotal (B)2,910,099$ 2,184,823$ 849,154$ 667,835$ 472,422$ 1,001,752$ 399,967$ 8,381,821$
TOTAL available for projects A + B 3,647,141$ 2,230,193$ 1,349,505$ 667,835$ 1,230,178$ 1,001,752$ 399,967$ 10,422,340$
35%21%13%6%12%10%4%
Notes:1. Annual Revenue increase estimated at 2.5% - to be updated once actual revenue calculated
2. New Allocation targets applied to begin with FY24 revenue.
4. Open Space debt expense FY23-28 deducted from carryover revenue
5. Therefore, Open Space TAP calculated based on same annual revenue estimate as other categories
TARGET ALLOCATION POLICY TRACKING FY24-FY27 (9/13/23)
BACKGROUND ASSUMPTIONS/ CPC BUDGET PROJECTIONS
CPC Agenda Item 7
1. Discussion and possible vote on funding request from Brewster Affordable Housing
Trust for $250,000 to fund the town’s Buydown program, including dollar amount,
funding source, conditions, and CPC liaison.
Link to application Fall 2023 Town Meeting Applications Packet beginning on page 55
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 provide the requested
information.
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. 09/13/23
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. 09/13/23
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. 09/13/23
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. 09/13/23
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. 09/13/23
4.Community Benefits: What are the community benefits of the projects?
5.Community Support: What is the nature and level of support for this project? Include letters of support
and any petitions. If this is a funding request for a regional project where Brewster CPA funds will be spent
in another town, include Brewster based letters of support.
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. 09/13/23
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. For housing development projects, include a budget that
includes rents, revenues and cash flows taking into account financing expense related to loans. 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. 09/13/23
For housing development projects, describe the resident selection process.
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. 09/13/23
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 on page 28 of 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 on page 36 of 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 on page 22 of 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.
9
Community Preservation Committee Application rev. 09/13/23
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.
Recreation Proposals
Meets one or more of the Recreation goals listed on page 42 of 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.)
10
Community Preservation Committee Application rev. 09/13/23
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.
Deliver 2 (two) hard copies of the full application to the Community Preservation
Committee at the address above within 5 business days of the application
deadline.
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.
11
Community Preservation Committee Application rev. 09/13/23
D. CPC Recommendation – After Application Review (A), Project Review (B) and Public
Comment (C), the CPC will make recommendations, pro or con, on all applications and will
notify applicants of the CPC’s determination.Applications that are approved will be
recommended in the form of warrant articles to be voted on at the next Town Meeting.
The Brewster Community Preservation Committee (CPC) will make a recommendation to Town
Meeting for warrant articles that seek Community Preservation funds only if satisfactory information is
received from a project applicant indicating that:
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.
APPLICATION FOR COMMUNITY PRESERVATION ACT
ADMINISTRATIVE EXPENSE FUNDING
Historical Consulting FY 24
Project Name (or “None”)
Date: September 10, 2023
Name of Person Submitting Request: Faythe Ellis, Chair CPC
Daytime Phone Number: 508-680-6487
Email Address: Faythe.Ellis@outlook.com
Requested Amount: $3500
Expense Description: Eric Dray Historical Consulting
Services FY 24
Category: Open Space !x Historic Preservation !xRecreation !Affordable Housing
Form PE 2/5/2014
CPC Action:
Approved Amount:$CPC Liaison:
Disapproved Other Action:
Date CPC Chair Signature
BREWSTER COMMUNITY PRESERVATION COMMITTEE
(CPC)
HISTORIC PRESERVATION
CONSULTING SCOPE OF SERVICES
FY 2024
1.Advise and provide technical assistance to the CPC on any other CPC historic preservation matters
of funding requests as needed and as requested.
Expected duration of contract: July 1, 2023 to June 30, 2024
Maximum amount of funding available for the consulting scope of services: $3,500
Source of Funds: FY 2024 CPC Administrative Funds
PROPOSAL
to
TOWN OF BREWSTER
COMMUNITY PRESERVATION COMMITTEE
for FISCAL YEAR 2024
Submitted by Eric Dray Consulting
The Town of Brewster has requested a Proposal to provide preservation consulting services to the
Brewster Community Preservation Committee for Fiscal Year 2024. This consultancy will include
the following tasks:
Advise and provide technical assistance to the CPC on any other CPC historic
preservation matters or funding requests as needed and requested.
CONSULTANT’S OVERALL EXPERIENCE
Eric Dray has over twenty-five years of experience in the preservation field, with a focus
on local preservation planning and regulation. Mr. Dray has both an M.A. in Historic
Preservation from Boston University Graduate School of Arts and a J.D. from Boston
University School of Law, and spent a year studying Planning at Harvard University’s
Graduate School of Design. Mr. Dray has extensive experience as a preservation consultant
with Massachusetts communities, including work with Community Preservation
Committees, Historical Commissions, Historic District Commissions and Planning offices.
Mr. Dray has prepared town-wide Preservation Plans, Survey Plans, MHC Inventory
Forms, National Register nominations, and Historic District Guidelines. Mr. Dray has
served as preservation consultant to the Falmouth CPC since 2008. In addition to
consulting services, Mr. Dray has extensive experience training local communities and
boards on a variety of preservation issues, including a presentation on “Generating and
Evaluating Good CPA Projects” at the Cape Cod Commission’s 2009 Cape-wide Historic
Preservation Conference. Mr. Dray has also consulted with the Massachusetts Historical
Commission on preservation planning and historic district issues, including preparation of
scripts for a series of Historic District Training Videos produced by the MHC. Prior to
moving to Cape Cod, Mr. Dray worked for six years as Historic District Administrator and
Preservation Planner for the Boston Landmarks Commission.
Mr. Dray’s volunteer community work has been extensive; he served as Chair of the
Provincetown Historical Commission from 2006-2014, and was its representative to the
CPC (where he was Vice-chair), and was a member of the Historic District Commission
and Chair of the Historic District Study Committee that led to adoption of the 1500 property
Ch. 40C local historic district.
Mr. Dray was also an adjunct professor with Boston University’s Preservation Studies
Program from 2006-2013, where he taught the graduate-level preservation planning core
course and a planning colloquium.
Eric Dray Consulting Brewster CPC Proposal
2
CONSULTANT’S RELVANT CONSULTING PROJECTS
Mr. Dray has served as the Brewster CPC’s preservation consultant since 2015 and has
provided guidance and advice on many issues connected to reviewing, approving and
monitoring CPA preservation applications. Mr. Dray has also prepared preservation
restrictions as when they are recommended by the Brewster CPC.
Mr. Dray serves in this same capacity for the towns of Somerville (since 2017), Eastham
(since 2016), and Falmouth (since 2008). In Falmouth and Somerville, he has also drafted
numerous preservation restrictions in addition to providing guidance.
Resume and References available upon request.
BILLING RATES
Mr. Dray will be sole consultant.
Rate: $120/hour, plus expenses as approved.
APPLICATION FOR COMMUNITY PRESERVATION ACT
ADMINISTRATIVE EXPENSE FUNDING
FY 24 Annual Dues – Community Preservation Coalition
Project Name (or “None”)
Date: September 10, 2023
Name of Person Submitting Request: Faythe Ellis, Chair CPC
Daytime Phone Number: 508-680-6487
Email Address: Faythe.Ellis@outlook.com
Requested Amount: $4350
Expense Description: Community Preservation Coalition
Annual Dues FY 24– Invoice attached
Category: x Open Space !x Historic Preservation !x Recreation !x Affordable Housing
Form PE 2/5/2014
CPC Action:
Approved Amount:$CPC Liaison:
Disapproved Other Action:
Date CPC Chair Signature
From: Stuart Saginor
Sent: Friday, September 8, 2023 1:47 PM
To: faythe.ellis@outlook.com; robinsonfinancialsolutions@comcast.net
Subject: Brewster Coalition Membership Dues
Dear Faythe and Sarah:
The Community Preservation Coalition would like to express our gratitude for your efforts on behalf of
your community’s CPA program, and for your ongoing support of the Coalition. Our mission to promote
and protect the statewide Community Preservation Act has been so successful because of communities
like yours.
We hope that you will once again renew your community's membership to the Coalition! As you may
know, the Coalition transitioned to a new fiscal sponsor on July 1st, and with that move a few things
have changed for our membership dues process:
The timing of when we send dues renewal notices has changed for some communities.
Beginning this year, we will issue renewal notices for all communities just after the beginning of
the new fiscal year in July. Previously, some communities were sent a renewal notice in July
each year while others did not receive their renewal until January.
The name of the payee and tax ID number has changed to our new fiscal agent, Third Sector
New England. The address to remit payment has also changed.
Please ensure that this updated information is provided to your municipal accounting officials – the
Coalition will not be able to accept any payments issued under our previous EIN or billing address.
Over the last year, the Community Preservation Coalition was able to accomplish a great deal on behalf
of the 195 cities and towns who have adopted CPA. For more details, you can read our recently
published FY23 Annual Report and our membership program information.
If there’s anything that the Coalition can do to help with your CPA program, please don’t hesitate to get
in touch.
Regards,
Stuart
Stuart Saginor
Stuart Saginor
Executive Director
Community Preservation Coalition
6 Beacon Street, Boston MA 02108
617-367-8998
September 1, 2023
Community Preservation Committee
Town of Brewster
Brewster Town Hall
2198 Main St.
Brewster, MA 02631
Community Preservation Coalition Dues Notice
FY24 Annual Membership Dues: …………………………...………….$4350
NEW PAYEE! Make checks payable to: Third Sector New England, Inc.
(And please include in the description line: Community Preservation Coalition)
NEW ADDRESS! Remit membership dues payments to:
Third Sector New England, Inc.
89 South Street, Suite 700
Boston, MA 02111-2670
Attn: Community Preservation Coalition
NEW TAX ID NUMBER! See attached W9 form.
The Community Preservation Coalition operates as a fiscally sponsored program of Third
Sector New England, Inc.
For any questions regarding billing, please contact the Community Preservation Coalition
staff at 617-367-8998.
PLEASE NOTE
Our billing information has changed as of July 1, 2023:
At our inaugural Brewster Volunteer Fair, members from board,
committees, and commissions will be available to talk to residents about
their role in shaping our community. Members will have the opportunity
to present the ongoing work their team is responsbile for and the planned
initiatives for the upcoming year.
Residents will be able to explore opportunities to get involved and learn
more about the election and appointment process.
Please join us!
Saturday September 30, 2023
Dining Hall, Bay Property
10am – 12pm
We are requesting each board, committee, and/or commission select 1-3
representatives to host a table at the event.
On behalf of the Select Board, Bay Property
Planning Committee, and Town Management, we
invite you to join us for Brewster’s
First Annual Volunteer Fair
Immediately following the Volunteer Fair, we
invite all members of boards, committees, and
commissions to join us for an appreciation
luncheon from 12pm – 1pm.
Please RSVP to Erika Mawn no later than Sept. 22nd
emawn@brewster-ma.gov / (508) 896-3701 x1100
THANK YOU FOR ALL YOU DO!
Board/Committee/Commission Name
Summary of your charge (2-3 sentences):
when are meetings? Elected or appointed Length of term
What’s a typical meeting like? What do you discuss and act on? (2-3 sentences)
Any current, ongoing projects,
initiatives, goals the public should
know about? How can the public
participate?
Past accomplishments – this is the
time to brag! :)
URL to town website and email address for public to contact
(optional: picture of your group, something you’ve worked on, relevant
graphic/picture)
2023 Public Hearing Email Notification List v.09.05.23
Email Name Committee/OrganizationCommittee/Organization
Committee Chair email list (Erika Mawn)All town committee chairs
Department Head email list (Erika Mawn)All town department Heads
CPC Committee members All CPC members (our list)CPC
nchatelain@brewster-ma.gov Ned Chatelain Select Board
mchaffee@brewster-ma.gov Mary Chaffee Select Board
dwhitney@brewster-ma.gov David Whitney Select Board
khoffman@brewster-ma.gov Kari Hoffman Select Board
cbingham@brewster-ma.gov Cindy Bingham Select Board
Plombardi@brewster-ma.gov Peter Lombardi Town Manager
Dkalinick@brewster-ma.gov Donna Kalinick Asst. Town Manager
jScalise@brewster-ma.gov Jill Scalise Housing Coordinator
Award recipients
President@Brewsterhistoricalsociety.orgSally Gunning Brewster Historical Society President
Director@Brewsterhistoricalsociety.orgTamsen Martin-Cornell Brewster Historical Society Director
Jay@capecdp.org Jay Coburn Community Development Partnership
Andrea@capecdp.org Andrea Aldana Community Development Partnership
Amanda@capecdp.org Amanda Bebrin Community Development Partnership
mdisanto@pennrose.com Matt DiSanto Pennrose
rsacchetti@pennrose.com Rio Sacchetti Pennrose
Rkiracofe@pennrose.com Ryan Kiracofe Pennrose
JohntDickson@gmail.com John Dickson Pleasant Bay Community Boating
ohmankathy@gmail.com Kathy Ohman FORWARD
Joe@capeveterans.com Joe Smith CIVOC
wcullinan@habitatcapecod.org Wendy Cullinane Habitat for Humanity
bwade@habitatcapecod.org Beth Wade Habitat for Humanity
jmperry@caperep.org Janine Perry Cape Rep Theater
chuckhansoncc@gmail.com Chuck Hanson Brewster Whitecaps
friendsofBrewsterdogpark@gmail.com Friends of Brewster Dog Park
Director@mashpeehousing.org Kimberly Cohn Brewster Housing Authority
bjones@capecodvillage.org Bob Jones Cape Cod Village
giselegauthier99@hotmail.com Gisele Gauthier Cape Cod Village
Also
Amy@brewsterconservationtrust.org Amy Henderson Brewster Conservation Trust
Tino@brewsterconservationtrust.org Martin Kamarck Brewster Conservation Trust
susan.bridges@brewsterponds.org Susan Bridges Brewster Ponds Coalition
cgonet@firstrealtymgt.com Claire Gonet Wells Court
nicole@hech.org Nicole Moniz HECH
RDwyer@ccmnh.org Bob Dwyer CCMNH
rcourtnell@comcast.net Ruth Courtnell Brewster Community Network
Kim@hech.org Kim Bourgea Harwich Ecumenical Council
amcmanus@lathamcenters.org Ann McManus Latham Centers
leslieagardner1@cox.net Leslie Gardner Cape Cod Center for the Arts
ebergquist@hotmail.com Eileen Bergquist Brewster Ladies Library
btaylor@brewsterladieslibary.org Brittany Taylor Brewster Ladies Library
mark@thecompact.net Mark Robinson COMPACT
Community Preservation Committee
Minutes of June 28, 2023 Page 1 of 3
vd
2198 Main Street
Brewster, Massachusetts 02631-1898
(508) 896-3701
FAX (508) 896-8089
COMMUNITY PRESERVATION COMMITTEE
Hybrid Meeting w In-Person Quorum
Wednesday, June 28, 2023, at 4:00 p.m.
MEETING MINUTES OF JUNE 28, 2023
Present: Community Preservation Committee (CPC) – Chair Faythe Ellis, Vice Chair Sarah Robinson,
Treasurer Sharon Marotti, Clerk Elizabeth Taylor, Roland Bassett, Peggy Jablonski, Paul Ruchinskas,
Christine Boucher. (remote attendance)
Absent: Bruce Evans
Also Present: Cynthia Bingham, Select Board
Chair Ellis called the meeting to order at 4:01 pm, announced a quorum, and read the Recording
Statement.
This meeting will be conducted in person at the time and location identified above. This means that at least a quorum of the members of
the public body will attend the meeting in person and members of the public are welcome to attend in person as well. As a courtesy only,
access to the meeting is also being provided via remote means in accordance with applicable law. Please note that while an option for
remote attendance and/or participation is being provided as a courtesy to the public, the meeting/hearing will not be suspended or
terminated if technological problems interrupt the virtual broadcast or affect remote attendance or participation, unless otherwise
required by law. Members of the public with particular interest in any specific item on this agenda, which includes an applicant and its
representatives, should make plans for in-person vs. virtual attendance accordingly.
1.Public Announcements and Comment- none
2.Financial Update
As is typically included in the packet is our FY24 forecast as well as the AHT 5-year plan. Faythe will
also cover the Target Allocation Policy (TAP) tracking which the officers here reviewed with Mimi
Bernardo this morning. The TAP as defined in our approved 5-year plan is listed on page 8 & 9 of the
plan. Beginning July 1, 2023, we will be, as a matter of policy, tracking funding in accordance with
policy standards. Faythe then went over the spreadsheet. With each Town Meeting, we will plug in the
approved projects so we can calculate where we are with the allocations. As Mimi Bernardo balances
out the Fiscal Year, we will replace the assumptions with the actual firm numbers she has calculated.
3.Discussion of Committee schedule through end of 2023
Faythe put together a list of dates coming up – July meetings will be intake of applications and review of
those applications. Wednesday, Aug 9th is regular. On Aug 17th there is going to be a Local Preference
Approved:
VOTE:
Community Preservation Committee
Minutes of June 28, 2023 Page 2 of 3
Forum, and we will be invited along with the Housing Trust and Select Board - an additional day in
August to mark on your calendars. The other question Faythe has is regarding referring applications for
the Housing Partnership if they are only meeting once in August. One of the things in the fall is our
Annual Public Hearing – we had that meeting in September last year which was helpful when presenting
our Article to the Select Board and Finance Committee. October 16th the Warrant closes, Oct 11th is
when we would want to have the article finalized. She feels the Public Hearing should be on September
13th. Faythe feels if we have the Hearing on October 25th, it will be a crunch to make the October 11th
warrant deadline. Paul suggested we hold off on making the decision until July 12th so we can see what
may be coming in for applications. The Committee agreed.
Also – Wednesday, Nov 22nd is Thanksgiving Eve and Faythe would propose having that meeting on the
29th. The Committee agreed.
4.Discussion and possible vote on updates to Brewster CPA Funding Request Application
These updates would be for applications dated December 1st:
Paul has 2 – page 6, question 8 – he would recommend at the end, for Housing Development
requests, also include an operating budget that includes rents/revenue and expenses - if we get
housing requests, we should really request that from applicants this round as well.
Page 8 all of the Categories Criteria, in each of the 4, 8 & 9 – meets one of the Open Space goals
“listed on page 9 of the Brewster…” – so applicants can turn right to that page. We should make
that change by adding the page number for them to take a look at if they are reading through.
Faythe has a question regarding one of the checkbox items – the box that says commit to a
resident election process. The applicant/the developers don’t make that decision, the Town does.
Maybe this should not be a checkbox but more a statement of preference? Paul said that probably
makes sense. We may want a future conversation about this. Faythe said we won’t vote today on
these changes but need to figure that out.
As we get increased regional project requests, is there anything included specific to a regional
application? Elizabeth suggested including information about other towns’ CPC requests. Paul
said maybe it could be under budget – need for public funds. Elizabeth said maybe a section
regarding community support. We will look at this again before we finalize this. Faythe said we
need to call it out better. She also thought adding local letters of support as a recommendation.
Bills and getting them approved - we do that through email/electronically at this time. There has
been some question as to the process in the past. Faythe said we should take a deeper dive into
that billing process, perhaps outline that in the award letter and grant agreement, etc. She will do
research and get back to the committee.
5.Review of CPC page changes on town website - defer
6.Project Updates - none
7.Approval of Minutes from 6/14/23
Motion to approve the 6/14/23 Minutes as presented.
Community Preservation Committee
Minutes of June 28, 2023 Page 3 of 3
MOVED by Roland Bassett. Sharon Marotti second.
Roll Call Vote: Elizabeth Taylor – yes, Christine Boucher - abstain, Sharon Marotti – yes, Roland
Bassett – yes, Paul Ruchinskas – yes, Sarah Robinson – yes, Peggy Jablonski – yes, Chair Ellis -
yes.
VOTE 7-yes 0-no 1-abstain
8.Items Chair could not anticipate – none
9.Announcements - none
10.Upcoming meeting: Wednesday, July 12, 2023 4PM
MOTION made by Sarah Robinson to adjourn the meeting at 4:35 pm. Sharon Marotti second.
Roll Call Vote: Elizabeth Taylor – yes, Christine Boucher – yes, Sharon Marotti – yes, Roland
Bassett – yes, Paul Ruchinskas – yes, Sarah Robinson – yes, Peggy Jablonski – yes, Chair Ellis -
yes.
VOTE 8-yes 0-no
Respectfully submitted, Beth Devine, Recording Secretary
Packet of additional documents available on website for public review.
Community Preservation Committee
Minutes of July 12, 2023 Page 1 of 4
vd
2198 Main Street
Brewster, Massachusetts 02631-1898
(508) 896-3701
FAX (508) 896-8089
COMMUNITY PRESERVATION COMMITTEE
Hybrid Meeting w In-Person Quorum
Wednesday, July 12, 2023, at 4:00 p.m.
MEETING MINUTES OF JULY 12, 2023
Present: Community Preservation Committee (CPC) – Chair Faythe Ellis, Vice Chair Sarah Robinson,
Treasurer Sharon Marotti, Roland Bassett, Peggy Jablonski, Paul Ruchinskas, Christine Boucher, Bruce
Evans (remote attendance)
Absent: Clerk Elizabeth Taylor (attended only for Open Space agenda item)
Also Present: Peter Lombardi, Town Manager; Jim Gallagher, Deputy Assessor
Chair Ellis called the meeting to order at 4:06 pm, announced a quorum, and read the Recording
Statement.
This meeting will be conducted in person at the time and location identified above. This means that at least a quorum of the members of
the public body will attend the meeting in person and members of the public are welcome to attend in person as well. As a courtesy only,
access to the meeting is also being provided via remote means in accordance with applicable law. Please note that while an option for
remote attendance and/or participation is being provided as a courtesy to the public, the meeting/hearing will not be suspended or
terminated if technological problems interrupt the virtual broadcast or affect remote attendance or participation, unless otherwise
required by law. Members of the public with particular interest in any specific item on this agenda, which includes an applicant and its
representatives, should make plans for in-person vs. virtual attendance accordingly.
1.Public Announcements and Comment- none
2.Financial Update
As typically included in the packet is our FY24 forecast as well as the AHT 5-year plan and the TAP.
Ignore page 4 of the info, it just slipped in. No discussion.
3.Presentation regarding Community Preservation Abatement Option, followed by committee
discussion and possible vote
Jim Gallagher and Peter Lombardi addressed the Committee. Jim Gallagher shared his screen. Peter
Lombardi said two summers ago, the Select Board identified tax relief as one of their Strategic Plan
goals. We spent time looking at the options we have now for residents, and other options available. Jim
Gallagher presented to the Select Board in February and went through an expanded view of what is in
the packet tonight. This abatement option would require Town Meeting approval. Jim Gallaher went
over the current options for tax relief. One is the CPA surcharge exemption. He then went over his slides
as to what is currently offered and what the exemption might mean for the CPA. There are 2 senior tax
Approved:
VOTE:
Community Preservation Committee
Minutes of July 12, 2023 Page 2 of 4
exemptions, blind exemptions, veterans’ exemptions, and volunteer exemptions already on the books.
The CPA surcharge is a 3% property surcharge in addition to the Real Estate Tax. The CPA exemptions
reduces the surcharge for qualified properties. It’s a reduction in the CPA revenue for those properties.
Although the exemption has senior in its name, it is available to any age group. It is really the income
limit that varies based on age – to qualify at any age, 80% of the local median income – low-income
houses; for 60 and up, the income limit is 100% of the local median income – low to moderate income
senior households. There is a domicile requirement for this exemption. To offset this exemption, it is
simply a reduction in the CPA surcharge. If we had adopted this option, he showed the annual income
limits, multiplied by a household multiplier. Provincetown and Chatham have adopted this exemption. It
is a little extra relief. The COA outreach workers can be a resource – even if someone doesn’t file
income taxes currently, if they do, they could qualify for this subsidy. He went on to say he is mainly
dealing with homeowners.
Christine wondered what the impact will be from this. Jim Gallagher said if ½ of those qualified applied,
he estimated there to be a $150,000 impact to CPA revenue. Peter Lombardi said talking to other towns,
it is more on the order of $10,000. He feels it is somewhere in the middle and maybe toward the lower
end. Paul asked what other options the Select Board was considering. Peter Lombardi said the other
options are not tax relief; they are a tax shift. Residential exemption, senior needs exemption – are
residency and means-based exemptions needing special legislation. Sarah asked if there would be a time
to sit back and review this in time. Jim Gallagher said he would be happy to report back annually for
review. If this doesn’t work, we can always go back to Town Meeting to reverse or change.
Motion to support adopting Community Preservation Surcharge Exemption MGL Ch. 44B,
Section 3E1.
MOVED by Sharon Marotti. Roland Bassett second.
Roll Call Vote: Bruce Evans - yes, Christine Boucher - yes, Sharon Marotti – yes, Roland Bassett –
yes, Paul Ruchinskas – yes, Sarah Robinson – yes, Peggy Jablonski – yes, Chair Ellis - yes.
VOTE 8-yes 0-no
4.Intake of Funding Application requests for Fall Town Meeting
Faythe said we had 3 applications submitted:
1. BHS contribution to the Harwich Revolutionary War Monument- $23,000
2. AHT Brewster BuyDown Program- $250,000
3. 0 MillStone Road Project/ POAH & HAC- $500,000
We will go to Town Counsel to get CPA eligibility opinion for these next. If you notice any further
information you would like to see, please email Faythe and Beth before the next meeting.
5.Election of Officers for FY24
Faythe said she confirmed with Elizabeth, Clerk; Sharon, Treasurer; Sarah, Vice Chair; and Faythe,
Chair that they are comfortable submitting their names as Officers. Faythe will be stepping down as
Chair after Fall Town Meeting 2023.
Motion to leave Officers as they are currently.
MOVED by Roland Bassett. Bruce Evans second.
Community Preservation Committee
Minutes of July 12, 2023 Page 3 of 4
Roll Call Vote: Bruce Evans – yes, Christine Boucher - yes, Sharon Marotti – yes, Roland Bassett
– yes, Paul Ruchinskas – yes, Sarah Robinson – yes, Peggy Jablonski – yes, Chair Ellis - yes.
VOTE 8-yes 0-no
6.Discussion and possible vote on Open Space Committee request for FY24 Administrative Funds
to cover appraisal expense
Elizabeth Taylor addressed the committee – this request is to pay for an appraisal for multiple properties
and is up to $3,000.
Motion to approve the Open Space Committee request as submitted.
MOVED by Roland Bassett. Sarah Robinson second.
Roll Call Vote: Bruce Evans – yes, Elizabeth Taylor – yes, Christine Boucher - yes, Sharon
Marotti – yes, Roland Bassett – yes, Paul Ruchinskas – yes, Sarah Robinson – yes, Peggy
Jablonski – yes, Chair Ellis - yes.
VOTE 9-yes 0-no
7.Discussion regarding response to Town Manager request for CPC comments on Select Board
FY24 strategic goals
Paul said the Community Character about the 5-year CPA plan is checked off the list and should
be removed.
Faythe said the governance one she spent a lot of time on, and she had nothing to add.
Peggy said she sometimes feels other groups in town know more than she does regarding the Sea
Camps properties. It is such a big initiative, to know what will be coming toward us in the
coming years is important. Faythe said that as we have a financial planning role here, having a
liaison reporting to us would be a good suggestion.
8.Project Updates –
Paul gave an update regarding the $500,000 Housing Trust award for the preservation of the
subsidized housing inventory homes – 212 Yankee Drive - as May 2022 Town Meeting, they put
out Request for Proposals and selected HAC for resourcing the people in charge of the
renovation and handling the sale to the future buyer. The house needed mold remediation and
new septic – both completed. The Town DPW has been incredibly helpful getting the property
ready. At the end of last month, Donna Kalinick put out the invitation to bid to bring the house
up to a livable and saleable condition. We will have more information in August. Best case, the
work will get done this fall, and hopefully get a family in by the beginning of the year.
9.Items Chair could not anticipate – none
10.Announcements - none
11.Upcoming meeting: Wednesday, July 26, 2023 4PM
Community Preservation Committee
Minutes of July 12, 2023 Page 4 of 4
MOTION made by Bruce Evans to adjourn the meeting at 5:15 pm. Sarah Robinson second.
Roll Call Vote: Christine Boucher – yes, Sharon Marotti – yes, Bruce Evans – yes, Roland Bassett
– yes, Paul Ruchinskas – yes, Sarah Robinson – yes, Peggy Jablonski – yes, Chair Ellis - yes.
VOTE 8-yes 0-no
Respectfully submitted, Beth Devine, Recording Secretary
Packet of additional documents available on website for public review.