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September 1 , 1992
, SEP 21992
Ms . Laura Dorfman
Lexington Savings Bank
57 Bedford Street
Lexington, 02173
Dear Ms . Dor an:
The meeting of the Board of Selectmen on Monday, August 24 , 1992 ,
voted to accept the Proposal to Establish a "CRA Committee"
according to your memorandum of June 22 , 1992 . Please proceed
with your plans , and if I can be of further assistance , please
contact me .
Sincerely,
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Richard J. White
Town Manager
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1625 MASSACHUSETTS AVENUE • LEXINGTON,MASSACHUSETTS 02173 CeXNOTO
TELEPHONE (617) 861-2776 • FAX (617) 861-2921
_� Lexington
4 Savings Bank
57 Bedford Street,Lexington,MA02173 (617)861-6100
June 29 , 1992
Richard White
Town Manager
Town of Lexington
1625 Massachusetts Avenue
Lexington, MA 02173
Dear Mr. White:
I have enclosed the original of the "CRA Committee" proposal (which
I faxed to you earlier) for your review. I would welcome any
comments and suggestions you may have.
Thanks again for your assistance. I am looking forward to hearing
from you soon.
Si erely,
;. IVY-0 tiOn__VVrck.,
Laura Dorfman
Vice President
MEMORANDUM
To: Board of Selectmen
From: Laura Dorfman
Subject: Proposal To Establish And Appoint CRA Committee For The
Town Of Lexington
Date: June 22, 1992
Please accept this as a proposal to establish a "CRA Committee" in the Town of
Lexington. The "CRA" or "Community Reinvestment Act" of 1977 (U.S.C. 2901) as
amended, was enacted to encourage each financial institution to help meet the credit
needs of the communities in which it conducts business. The act requires that each
institution be assessed and rated by its federal supervisory agency on the institution's
record of helping to meet the credit needs of its entire community, especially low and
moderate income areas (consistent with safe and sound operations of the institution).
In order to both comply with this regulation and to continue to provide a full range of
financial services to the Lexington Community, Lexington Savings Bank has instituted
a "CRA" program which includes several new loan products designed for and
specifically marketed towards a wider range of borrowers (low- and moderate-income
and first-time homebuyers). A copy of the bank's current CRA Statement is attached
for your review.
The creation of a "CRA committee" is designed to pool resources available through
the many housing related businesses in Lexington in order to enhance the availability
of affordable housing in this area and to facilitate the ability of the local banks to
comply with the Community Reinvestment Act.
Generally speaking the committee's main objective will be to measure the available
affordable housing stock in Lexington and to determine whether current affordable
housing needs are being met. Furthermore, the committee will discuss available
financing alternatives for both the construction and purchase of affordable housing as
well as attempts to attract first-time homebuyers to Lexington.
We are proposing that this committee be comprised of sixteen individuals who are
involved in various aspects of the real estate industry. Specifically, we would like to
include representatives from local banks and members of the various housing-related
town committees in Lexington.* In addition we would like to include a member of the
Planning Board, a member of LexHab, and a representative of elder housing needs.
Finally we would like to invite as guests, on a rotating basis, local real estate brokers,
attorneys, and developers.
We feel that while the proposed size of the committee may seem large, the diversity
of its membership and the resulting exchange of information among committee
members will be instrumental in accomplishing the committee's goals as stated above.
The committee's major areas of interest will include maintaining an adequate
affordable housing inventory, attempting to draw first-time homebuyers to Lexington,
and creating a forum for the exchange of all types of information related to housing
in Lexington.
As far as the actual creation of affordable housing is concerned, both banks who have
real estate owned on their portfolios as well as developers would be good sources of
new affordable housing stock in addition to any existing units available through the
town. Once the need for the development of affordable housing is determined, banks
can play an important role in providing construction, rehabilitation, and/or permanent
mortgage financing.
Another goal of the committee would be to attract first-time homebuyers to the Town
of Lexington, and, specifically, to make every attempt to make home-ownership
available to those who otherwise could not afford to live in Lexington. This can be
accomplished not only through the availability of appropriate housing stock, but also
through creative first-time homebuyer mortgage programs which are offered by many
banks.
In addition, one of the most important functions of the group will be the exchange of
a wide variety of information among its very diverse membership. We feel that all of
the people involved in the committees efforts have valuable information that can be
useful to the group's overall concern of providing affordable housing in Lexington. For
example a bank may have funds available for low-income homebuyers; however, the
bank may not have information relative to properties on the market in the appropriate
price range. This information would most likely originate from local real estate brokers
or developers. Another example would be the construction of affordable housing
either by the town or by a local developer; in this situation, the bankers on the
committee could discuss ways to meet the financing needs of the project.
Other miscellaneous activities could include a first-time homebuyer's fair, the creation
of an affordable housing consortium of lenders, homebuyer counseling,and addressing
housing issues that are specific to the town's elderly population.
Finally, I would like to thank you for your interest in the "CRA Committee", as well
as for the opportunity to make this presentation. I am looking forward to your
suggestions and comments relative to both the formulation of the committee as well
as its activities.
*I have spoken with representatives from the town of Bedford who have expressed
an interest in participating in the committees efforts; however, given the number of
people who would be involved on behalf of the town of Lexington, I am not sure
additional membership would be warranted.