HomeMy WebLinkAbout2024-11-18 SB Packet - Released
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Town Manager’s Office
Tel: (781) 698-4540
Steve Bartha, Town Manager
Fax: (781) 861-2921
Kelly Axtell, Deputy Town Manager
To: Select Board
From: Steve Bartha, Town Manager
Date: November 15, 2024
Subject: Weekly Update
TOWN MANAGERS OFFICE
Cooperation and collaboration have similar definitions, yet the difference between them, though subtle, is
important. Cooperation involves working together . Collaboration involves working with
toward the same end
someone . One can cooperate without collaborating, but one cannot
to produce or create something
collaborate without cooperating.
Why am I sharing this? Because I was moved last week at the Lincoln Park ribbon cutting by the clear and
present collaborative spirit between Melissa Battite, Dave Pinsonneault, and their respective departments.
The quality of that project is reflected in the obvious respect between them (and their teams) and the
community is better for it. Kudos for what youve created!
RECREATION & COMMUNITY SERVICES
A few pictures from the recent reopening and ribbon cutting event at the Lincoln
Lincoln Park Ribbon Cutting:
Park on Wednesday November 6, 2024.
1625 MASSACHUSETTS AVENUE • LEXINGTON, MA • 02420
The Community Center attendance reached an all-time high of over 5.7K visitors during
Community Center:
th
the week ending November 10
Congratulations to Kate DeAngelis who has received a Communication Board from
Congratulations in order:
the Doug Flutie Jr Foundation for Autism. The Communication Board will be placed at the Community Center
in the coming months.
A new shade structure has been installed at the
Town Swimming Pool:
Swimming Pool using ARPA funding and will be a great addition to the facility.
DEPARTMENT OF PUBLIC WORKS
The Town of Lexington unveiled the completed
North Street Wastewater Pump Station Upgrade Project:
wastewater pump station at the corner of North Street and Adams Street during a ribbon-cutting ceremony on
Tuesday, November 12. The completion of this project represents the end of a 12-year effort to ensure the
long-term sustainability of the Town's network of wastewater pump stations. The project was led by the DPW
Engineering Division with coordination from the DPW Water/Sewer Division.
The previous station was susceptible to flooding because of its proximity to Vine Brook. The upgraded system
is located at a high elevation, closer to Adams Street. The new location, in addition to removable flood
barriers, helps mitigate concerns of future flooding.
The Town used feedback from the community to design the station to be more aesthetically pleasing. The
landscaping includes:
Native plant species.
A natural stone retaining wall to match the neighborhood.
An ADA-compliant pathway connecting Adams Street to the Vine Brook Bikeway.
The following list represents work completed over the last 12 years to upgrade the Town's wastewater pump
stations. These pump stations are critical to the control of waste water throughout the town.
2012: Concord Avenue $210,000 2019: Constitution Drive $480,000
2012: Potter Pond $210,000 2019: Marshall Road $480,000
2014: Brigham Road $430,000 2021: Hayden Avenue $2,300,000
2015: Main Pump Station $1,200,000 2023: North Street $1,600,000
2015: Worthen Road $450,000 Total cost $7,300,000
1625 MASSACHUSETTS AVENUE • LEXINGTON, MA • 02420
LAND USE, HOUSING, & DEVELOPMENT
Planning Office
th
1.On Wednesday, November 20, the Planning Board will have site plan review public hearings on the
following projects. Meeting is on Zoom starting at 6:00 pm:
331 Concord Avenue Continued public hearing on mixed-use proposal from Cabot, Cabot &
Forbes for 200-dwelilng units
217-241 Massachusetts Avenue Continued public hearing on a mixed proposal from
Northshore Residential for 44-dweling units
231 Bedford Street Continued public hearing on proposal for 7-dwelling units
2.On November 19, 2024 at the Lexington Community Center, staff and VHB will host a drop-in open
house from 5-7 pm and give the public an opportunity to take a close look at the 25% design for
Hartwell and Bedford complete streets project. There will be plenty of opportunity to ask questions
and speak directly with project engineers, and it is recommended to watch the 10/24/24 presentation
beforehand as no formal presentation will be given at the open house. Any questions can be directed
to Meghan McNamara mmcnamara@lexingtonma.gov or Ross
Morrow rmorrow@lexingtonma.gov.
The FY2024 Economic Development Summary Report is up on the Town website
Economic Development:
(Econ. Dev. Webpage). The report highlights projects such as the Tourism Website, Conferences, and permit
data. Check it out!
1625 MASSACHUSETTS AVENUE • LEXINGTON, MA • 02420
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The Faculty of Medicine of Harvard University
Curriculum Vitae
Date Prepared:
July 8, 2024
Name:
Enju Liu
Office Address:
Institutional Centers for Clinical and Translational Research,
<eijed=^_bZh\[dwiBeif_jWb
300 Longwood Avenue Mailstop 3200, Boston, MA 02115
t
Home Address:
St, Lexington, MA 02421
Work Phone:
(857)
Work Email:
harvard.edu
Place of Birth:
China
Education:
06/1995 MBBS Preventive Medicine Shanghai Medical University
06/2000 MS Biostatistics and Epidemiology Fudan University
05/2008 PhD Nutritional Epidemiology Tufts University
(Advisor: Dr. Paul Jacques)
Faculty Academic Appointments:
09/2008-Research Associate Nutrition Harvard T.H. Chan School of
08/2011 Public Health
09/2011-Research Scientist Nutrition, and Global Harvard T.H. Chan School of
10/2015 Health and Population Public Health
06/2016- Assistant Professor Pediatrics Harvard Medical School
Appointments at Hospitals/Affiliated Institutions:
10/2015 - Senior Biostatistician Institutional Centers for
<eijed=^_bZh\[dwiBeif_jWb
and Epidemiologist
Clinical and Translational
Research
06/2016-Associate-Scientific Department of Pediatrics
<eijed=^_bZh\[dwiBeif_jWb
Sept/2021 Research
Sept/2021-Scientist Department of Pediatrics
<eijed=^_bZh\[dwiBeif_jWb
Present
Major Administrative Leadership Positions:
Local
2021- Associate Director-Consultations Harvard Catalyst Biostatistics Program
Committee Service:
Local
2020- Data Safety Monitoring Board (Swallow
<eijed=^_bZh\[dwiBeif_jWb*>_l_i_ede\\
Physiology in Infants with BRUE, PI: Dr. Gastroenterology, Hepatology and
Pete Duncan, NIH K23) Nutrition
Member
2020- Scholarship Advisory Committee (PI: Dr. Division of
<eijed=^_bZh\[dwiBeif_jWb*
Bridget Hron, NIH K23) Gastroenterology, Hepatology and
Nutrition
Member
2022- Data Safety Monitoring Board
<eijed=^_bZh\[dwiBeif_jWb*>\[fWhjc\[dje\\
(Neurobiological Mechanisms of Stress in Anesthesiology, Critical Care and Pain
Youth with Chronic Widespread Pain, PI: Medicine
Dr. Sarah Nelson, NIH K23)
Member
2022 Data Safety Monitoring Board (One-stage
<eijed=^_bZh\[dwiBeif_jWb*>\[fWhjc\[dje\\
verses two-stage Fowler-Stephens Urology
orchidopexy for abdominal cryptorchidism:
Member
A Randomized Controlled Trial, PI: Dr.
Estrada, Carlos)
2022- Data Safety Monitoring Board (A 90-day, Pediatric
<eijed=^_bZh\[dwiBeif_jWb*
surgery
Phase 3, Open Labeled Exploratory Study
of RELiZORB to Evaluate Safety,
Member
Tolerability, and Nutrient Absorption in
Children with Short Bowel Syndrome who
are Dependent on Parenteral Nutrition, PI:
Mark Puder, funded by FDA)
National
2021- Ethics Committee and Colitis Foundation
=he^dwi
Member
2022- ASN Journals Statistical Review Board American Society for Nutrition
Member
Professional Societies:
2002-2004 Shanghai Preventive Medicine Foundation Member
2
2007- American Society for Nutrition Member
2018- American Statistical Society Member
Grant Review Activities:
2022 Harvard Catalyst Five Senses pilot grant Harvard University, Ah Hoc reviewer
Editorial Activities:
Ad hoc Reviewer
AIDS
American Journal of Epidemiology
American Journal of Public Health
American Journal of Preventive Medicine
Annals of Nutrition and Metabolism
Annals of Epidemiology
British Journal of Nutrition
BMC Public Health
BMJ Pediatrics
BMJ Global Health
BMJ Public Health
Diabetes Care
International Journal of STD and AIDS
Journal of the International AIDS Society
Nutrition, Metabolism & Cardiovascular Diseases
Nutrients
Obesity
Public Health Nutrition
The American Journal of Clinical Nutrition
The Journal of Infectious Diseases
The Journal of Nutrition, Health & Aging
The Journal of Pediatrics
The Journal of Nutrition
Honors and Prizes:
2002 Excellent Scientific China Red Cross Cancer incidence trend from
Paper Award for 1972-1999
Young Researcher
2007 Second Place Award 5th Annual World Congress on Oral presentation
the Insulin Resistance Syndrome
2007 Student Travel Award Office of Dietary Supplements Vitamin D and type 2 diabetes
(ODS) of the National Institutes
of Health
2010 Young Investigator 17th Conference on Nutritional status and HIV
Award infection
Retroviruses and Opportunistic
Infection
3
2019 Annual Recognition Excellent performance for the
<eijed=^_bZh\[dwiBeif_jWb*
Award Biostatistics & Research Design year of 2019
Center
Report of Funded and Unfunded Projects
Past
2010-2015 Implementation of Programs for the Prevention, Care and Treatment of HIV/AIDS in the
United Republic of Tanzania under the President's Emergency Plan for AIDS Relief
(PEPFAR)
5U2GPS001966-05 CDC
Role: Biostatistician (PI:Wafaie Fawzi )
The purpose of this project is to maintain and to strengthen provision of integrated high-
quality HIV care and support aimed at extending and optimizing quality of life for people
living with HIV from the time of diagnosis throughout the continuum of illness, by
providing a comprehensive package of HIV care and support services.
2010-2020 Patient-oriented Research in Pediatric Diarrheal Diseases
K24 HD058795 NICHD/NIDDK K24DK104676
Role: Biostatistician (PI: Christopher Duggan)
The goal is to improve clinical outcomes for children with diarrheal diseases by mentoring
junior clinicians and investigators. My role focuses on providing statistical support and
consulting to trainees.
2012-2013 Non-communicable Diseases among Middle-aged Adults in Urban Dar es Salaam,
Tanzania
Harvard Center for Population and Development Studies
Role: PI ($10,000)
To determine the prevalence and risk factors for selected Non-Communicable Diseases
(NCD) in an urban population of Dar es Salaam, Tanzania
2013-2016 Global Dietary Database-Global Dietary Intakes, Diseases, and Policies among Children,
Women, and Men
Bill and Melinda Gates Foundation
Role: Co-Investigator (PI: Mozaffarian)
This project aimed to address crucial gaps in knowledge by building upon and
substantially expanding our prior work to (1) update and expand data on dietary intakes in
adults, including of new nutritional risk factors, from new primary data sources, and in
subgroups by rural/urban and income status; (2) assess global dietary intakes in youth
(from infancy to adolescence) and pregnant/nursing mothers, including of foods/nutrients
implicated in deficiency conditions and relevant for diet quality; (3) evaluate and quantify
the health impact of specific dietary factors throughout the lifespan, with a particular focus
on maternal, pregnancy, and infant/child health outcomes relevant in Africa and Asia; and
(4) characterize and compare cost-effectiveness of specific diet policy interventions to
reduce the identified burdens.
2015-2016 Reproductive History, Pregnancy Conditions, and Chronic Disease Risk among African
Women
NIH/NIA through Program on the Global Demography of Aging (PGDA) at Harvard
University
Role: PI ($50,000)
4
The purpose of the project is to examine the associations of chronic disease conditions
including obesity, hypertension, dyslipidemia, diabetes, and metabolic syndrome among
African women with their reproductive history, body mass index (BMI) and blood
pressure during pregnancy.
2015-2020 Establishing the Optimal Dose of Therapeutic Zinc Supplementation for the Treatment of
Acute Diarrhea in Children under Five- a Dose Response Trial in a South Asian and a
Sub-Saharan African Setting
Bill and Melinda Gates Foundation/World Health Organization
Role: Biostatistician (PI: Christopher Duggan)
The purpose of the project is to evaluate non-inferiority and safety of lower dose versus
standard dose zinc regarding diarrhea outcomes and vomiting as well as other adverse
events
2017-2020 Repurposing the Human Microbiome: Safety and Efficacy of Fecal Microbiota
Transplantation
Cure Accelerator Repurposing Research
Role: Biostatistician (PI: Stacy Kahn)
This is a phase I/II, double blinded, placebo controlled, single-center study of Fecal
Microbiota Transplant (FMT) for the treatment of active pediatric ulcerative and
=he^dwi
Colitis.
2019-2021 Delayed puberty: causes and consequences, genotypes and phenotypes
NIH/NICHD R01HD090071
Role: Biostatistician (PI: Yee-Ming Chan)
This project seeks to enhance our understanding of the clinical features, long-term
consequences, and genetic underpinnings of delayed puberty, a common condition that
affects 2-3% of adolescents.
2019-2022 Assessing the relationship between environmental enteric dysfunction and poor growth via
a newly developed 11-plex assay
NIH/NIDDK R21DK123636
Role: Biostatistician (PI: Christopher Duggan)
The purpose of the project is to evaluate novel biomarkers of environmental enteric
dysfunction and their relationship to linear growth, neurodevelopment, and birth
outcomes, notably birthweight and duration of gestation, in a large, well-characterized
cohort of pregnant mothers and their infants in Tanzania
2018-2023 The Harvard Clinical and Translational Award
National Center for Advancing Translational Sciences
Role: Associate Director-Consultations (PI: Nadler, L. M.)
The goal of this project is to support Harvard investigators undertaking clinical and
translational research. Drawing on a team of highly skilled biostatisticians from the
Harvard academic medical and hospital community, the program offers consultations and
expertise on a range of relevant areas to researchers as they launch new clinical and
jhWdibWj_edfhe`\[Yji,CWc_dY^Wh\]\[e\\Wbbj^\[h\[gk\[iji\\hec<eijed=^_bZh\[dwiBeif_jWb*Wj
same time provide expertise and support to investigators from other institutions within
Harvard community.
Current
2018-2023 The LRP5 Pathway and Osteoblast Function in Osteogenesis Imperfecta
NIH/NIAMS 5R01AR071342
Role: Biostatistician (PI: Christina Jacobsen)
5
The purpose of the project is to identify genetic variants of OI that may be responsible for
the variation seen in the severity of OI, all patients and immediate family members
(parents and any affected siblings with OI) will be enrolled.
2023-2030 UM1 Clinical and Translational Science Award
NIH
Role: Biostatistician (PI: Andrew Place)
The goal of this project is to support Harvard investigators undertaking clinical and
translational research. Drawing on a team of highly skilled biostatisticians from the
Harvard academic medical and hospital community, the program offers consultations and
expertise on a range of relevant areas to researchers as they launch new clinical and
translation projects. As Associate Director, I will be in charge of assessing requests made
to the biostatistics team at Bost
ed=^_bZh\[dwiBeif_jWb,
2019-2023 Predictors and consequences of gestational weight gain in LIMIC setting
Bill and Melinda Gates Foundation
Role: Site-Investigator (PI: Wafaie Fawzi)
The goal is to conduct a pooled study combining data from clinical trials and
observational studies among pregnant women in LMICs to identify predictors of
gestational weight gain (GWG) and evaluate the influence of gestational weight gain on
birth outcomes. I am the principal investigator for the subaward to Boston Chi
bZh\[dwi
Hospital.
2020-2025 Low Dose Interleukin-
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Disease
NIH/NIDDK R01 DK126448
Role: Biostatistician (PI: Scott Snapper)
The goal of this Phase 1b/2a clinical trial is to determine the safety of low-dose
interleukin-
0_dfWj_\[djim_j^=he^dwiZ_i\[Wi\[WdZWii\[iij^\[Yb_d_YWbWdZ_cckd\[\[\\\\\[Yji
of this treatment on mucosal pathobiology. I provided statistical support including sample
size and power calculation and statistical methods in the grant application.
Projects Submitted for Funding
2022-2024 Movement as a marker of pain in Osteogenesis Imperfecta
NIH/NIAMS R21
Role: Biostatistician (PI: Christina Jacobsen)
The project seeks to determine if patients with OI have decreased mobility due to
increased pain, and improved mobility and less pain after treatment with bisphosphonates.
2023-2028 Delayed Puberty and ADHD: Links between Physical and Neuropsychological
Development
NIH/NICHD R01
Role: Biostatistician (PI: Yee-Ming Chan)
The project seeks to determine the physiological pathways that link Delayed Puberty and
ADHD, and to identify trajectories leading to adverse psychosocial outcomes in
individuals who experience DP, ADHD, or both
2023-2027 Optimizing Use of Continuous Glucose Monitoring (CGM) to Advance Health Equity
Among Youth with Type 1 Diabetes (T1D)
NIH/K23
Role: Biostatistics advisor (PI: Elise Tremblay)
The proposed study aims to study inequities in CGM use and acute care utilization at the
national level by utilizing claims-based data, then evaluate utilization of CGM technology
6
at a local level via a qualitative and quantitative assessment of programs-based data at two
Boston programs.
Training Grants and Mentored Trainee Grants
2019-2021 Assessing the relationship between environmental enteric dysfunction and poor growth via
a newly developed 11-plex assay
NIH P30 - Center Core Grants
Mentoring on statistics method and analysis to Jacqueline Lauer, Ph.D
The aim is to assess the relationships between environmental enteric dysfunction and
subsequent birth, growth, and developmental outcomes.
2020-2025 Effect of Blenderized Enteral Tube Feeds on Gastrointestinal Physiology and Clinical
Outcomes in Children with Oropharyngeal Dysphagia
NIH K23
Mentoring on statistical method and analysis to Bridget Hron, MD
The aim is to examine the effect of blenderized diets on gastroesophageal motility and
clinical outcomes in children with Oropharyngeal Dysphagia
2022-2026 Intervening in Food Insecurity to Reduce and Mitigate (InFoRM) Childhood Obesity
Harvard Medical School.
NIH K23
2022-2026 Skeletal Health and Bone Marrow
=ecfei_j_ed_d;Zeb\[iY\[djim_j^=he^dwi>_i\[Wi\[
NIH/K23
Role: Biostatistics advisor (PI: Rebecca Gordon)
The goal of the project is to examine bone marrow composition and bone density in
-sectional) and one year later
WZeb\[iY\[djim_j^d\[mboZ_W\]dei\[Z=he^dwi>_i\[Wi\[(Yheii
w
(bed\]_jkZ_dWb)*je\[lWbkWj\[j^\[_cfWYje\\=he^dwi>_i\[Wi\[_d\\bWccWjehoWYj_l_joedcWhhe
fat and bone density.
2023-2028 Non-invasive Biomarkers of Symptom Severity and Treatment Response in Pediatric
Feeding Disorders
NIH/K23
Role: Biostatistics advisor (PI: Suzanna Hirsch)
The project aims to precisely define physiologic and clinical biomarkers of feeding
intolerance in gastrostomy-fed children and evaluate the impact of its treatments
(erythromycin or cyproheptadine) on these physiologic and clinical parameters.
Unfunded Current Projects
2020-2025 Intestinal Mechanisms and Molecular Predictors of Type 2 Diabetes Remission After
Roux-en-Y Gastric Bypass Surgery
NIDDK 1R56DK125816
Role: Co-Investigator (PI: Nicholas Stylopoulos)
The primary aim is to examine whether SIRT6-HIF1A signaling orchestrates and predicts
the post-RYGB intestinal metabolic response and this coordination is critical for T2DM
remission.
Report of Local Teaching and Training
Teaching of Students in Courses:
7
2013 Design and Evaluation of Nutritional Dar es Salaam, Tanzania (organized by T.H
Intervention for People Living With HIV Chan School of Public Health)
Nutritionists from government, NGOs, and A 2-day workshop on Nutrition and HIV
HIV clinics
2014 Data Analysis Course Dar es Salaam, Tanzania (organized by
T.H. Chan School of Public Health)
Data team in Management and A 4-day course focused on linear and
Development for Health, data analysts and logistic regression models, and concepts of
biostatisticians from other local NGOs and confounding and effect modification.
universities.
2015 Introduction to Survival Analysis in Public Dar es Salaam, Tanzania (organized by
Health Research T.H. Chan School of Public Health)
Data team in Management and A 5-day course focused on survival analysis
Development for Health, data analysts and
biostatistician from other local NGOs and
universities.
Formal Teaching of Residents, Clinical Fellows and Research Fellows (post-docs):
2016 Longitudinal Study Design and Analysis
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Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks
investigators and assistants
2017 Longitudinal Study Design and Analysis
<eijed=^_bZh\[dwiBeif_jWb
Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks
investigators and assistants
2018 Longitudinal Study Design and Analysis
<eijed=^_bZh\[dwiBeif_jWb
Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks
investigators and assistants
2019 Longitudinal Study Design and Analysis
<eijed=^_bZh\[dwiBeif_jWb
Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks
investigators and assistants
2019-2021 Mini-Review of Fundamental Concepts in
<eijed=^_bZh\[dwiBeif_jWb
Biostatistics and Epidemiology
Faculty, fellows, and clinical research 10-minute small talk on clinical research
investigators and assistants conference, quarterly
2020- Introduction to Longitudinal Analysis
<eijed=^_bZh\[dwiBeif_jWb
Faculty, fellows, and clinical research One-hour lecture, annually
investigators and assistants
2021- Brief introduction of a statistical analysis
<eijed=^_bZh\[dwiBeif_jWb
skill/tool
Faculty, fellows, and clinical research 30-minute talk on clinical research
investigators and assistants conference, annually
Research Supervisory and Training Responsibilities:
8
2015- Supervision and training in research 1:1 supervision and training two hours per
methodology and biostatistics of research week
fellow in GI and Nutrition/ Boston
=^_bZh\[dwiBeif_jWb
2018-2022 Supervision and training in research 1:1 supervision and training one hour per
methodology and biostatistics of research week
\\\[bbem_d?dZeYh_debe\]o-<eijed=^_bZh\[dwi
Hospital
2019- Supervision and training new hire/master 1:1 supervision and training three hours per
week
b\[l\[bX_eijWj_ij_Y_Wd-<eijed=^_bZh\[dwi
Hospital
Formally Mentored Harvard Students (Medical, Dental, Graduate, and Undergraduate):
2015-2016 ,
Statistical mentorship on
;dWb\[\[?j^\[h\[Z\]\[*L\[i\[WhY^@\[bbem*<eijed=^_bZh\[dwiBeif_jWb
data analysis and result interpretation of clinical research
One published manuscript
2016-2017 Lindsay Locks, post-doctoral trainee at T.H. Chan School of Public Health,
Statistical
mentorship on data analysis and result interpretation of clinical research
Data analysis and result interpretation for two papers, both were published.
2018-2020 Jacqueline Lauer, post-doctoral research f,
Statistical
\[bbemWj<eijed=^_bZh\[dwiBeif_jWb
mentorship on study design and analysis method of clinical research
Data analysis for two manuscripts, one is published, the other is under review. Applied for
NIH grants.
2019- ,
Statistical mentorship on design and
<h_Z\]\[jBhed*G>*<eijed=^_bZh\[dwiBeif_jWb
analysis of clinical research and guidance on appropriate courses to consider for further
education
NIH K23 application, funded
2021-2022 ,
Statistical mentorship on design and
?b_i\[Nh\[cXbWo*G>*<eijed=^_bZh\[dwiBeif_jWb
analysis of clinical research and guidance on appropriate courses to consider for further
education
NIH K23 application, not funded
2022- Rebecca Gordon, MD, ,
Statistical mentorship on design and
<eijed=^_bZh\[dwiBeif_jWb
analysis of clinical research and guidance on appropriate courses to consider for further
education
NIH K23 application, funded
2022- Allison Wu,
Statistical mentorship on design and analysis
*G>*<eijed=^_bZh\[dwiBeif_jWb
of clinical research and guidance on appropriate courses to consider for further education
NIH K23 application, funded
9
2022- ,
Statistical mentorship on design and
MkpWddWB_hiY^*G>*<eijed=^_bZh\[dwiBeif_jWb
analysis of clinical research and guidance on appropriate courses to consider for further
education
NIK23 application, funded
2022- Christina Chan, master level biostatistician,
Statistical Mentorship on career development
and pediatric research analytics at
<eijed=^_bZh\[dwiBeif_jWb
Finished data analysis for two manuscripts, one is published. Currently is working on the
malnutrition quality control project in which 5 manuscripts will be developed.
Local Invited Presentations:
rd
No presentations below were sponsored by 3 parties/outside entities
Those presentations below sponsored by outside entities are so noted and the sponsor(s) is (are)
identified.
2015 Maternal Anthropometric Measures and Low Birth Weight/workshop
Sarcopenia, Colorectal cancer And Near-term Survival (SCANS)-Scientific Meeting on
Body Composition Approach, Dana Farber Cancer Institute (Kaiser Permanente Division
of Research)
2015 Risk Factors of Tuberculosis Incidence among HIV-infected Patients with Access to
Antiretroviral Therapy/the World AIDS Day seminar
BWhlWhZN,B,=^WdMY^eebe\\JkXb_YB\[Wbj^;C>MCd_j_Wj_l\[&<eijed=^_bZh\[dwi
Beif_jWbwiAbeXWbB\[Wbj^Jhe\]hWc
2016 From Linear Regression to Logistic regression
Division of Gastroenterology,
B\[fWjebe\]oWdZHkjh_j_ed*<eijed=^_bZh\[dwiBeif_jWb
2017 Feeding Methods and Gastroesophageal Reflux in Children Receiving Gastrostomy Tube
Feeding
=b_d_YWbL\[i\[WhY^=\[dj\[h*<eijed=^_bZh\[dwiBeif_jWb
2018 Confounding: a difference makes difference. Clinical Research Conference
>_l_i_ede\\AWijhe\[dj\[hebe\]o*B\[fWjebe\]oWdZHkjh_j_ed*<eijed=^_bZh\[dwiBeif_jWb
2020 Latent Class Growth Modelling in Delayed Puberty
Hospital
Cdij_jkj_edWb=\[dj\[hi\\eh=b_d_YWbWdZNhWdibWj_edWbL\[i\[WhY^*<eijed=^_bZh\[dwi
2020 Biostatistical Considerations in Grant Application
>_l_i_ede\\?dZeYh_debe\]o*<eijed=^_bZh\[dwiBeif_jWb
2022 The interferon landscape along the respiratory tract impacts the severity of COVID-19
Harvard Catalyst, Harvard Medical School
2022 Controlling False Discovery Rate in Omics Research: Benjamini-Hochberg Adjustment
Division of
AWijhe\[dj\[hebe\]o*B\[fWjebe\]oWdZHkjh_j_ed*<eijed=^_bZh\[dwiBeif_jWb
Report of Regional, National and International Invited Teaching and Presentations
rd
No presentations below were sponsored by 3 parties/outside entities
Those presentations below sponsored by outside entities are so noted and the sponsor(s) is (are)
identified.
Regional
10
2015 Maternal Anthropometric Measures and Low Birth Weight /workshop: Sarcopenia,
Colorectal cancer And Near-term Survival (SCANS)
Boston, MA (Scientific Meeting on Body Composition Approach, Kaiser Permanente
Division of Research)
National
2007 Plasma 25(OH) Vitamin D is Related to Glucose Tolerance and Surrogate Markers of
Insulin Resistance (selected oral abstract
th
5 Annual World Congress on the Insulin Resistance Syndrome
Boston, MA
2008 Dietary Patterns and Insulin Resistance Phenotypes among adults without diabetes
(selected oral abstract)
Experimental Biology 2008
San Diego, CA
Report of Scholarship
Peer-Reviewed Scholarship in print or other media:
Research Investigations
Liu E
1. Xiang YB, Zhang W, Gao LF, Liu ZW, Xu WH, , Ji BT. \[Methods for time trend analysis of
cancer incidence rates\]. Zhonghua Liu Xing Bing Xue Za Zhi. 2004 Feb; 25(2):173-7. PMID: 15132877
Liu E
2. Wang J, Gao YT, Wang XL, , Zhang YL, Yuan JM. \[Cigarette smoking and cancer mortality: a
prospective cohort study in urban males in Shanghai\]. Zhonghua Liu Xing Bing Xue Za Zhi. 2004 Oct;
25(10):837-40. PMID: 15631734
. Liu E
3, Sakoda LC, Gao YT, Rashid A, Shen MC, Wang BS, Deng J, Han TQ, Zhang BH, Fraumeni JF,
Hsing AW. Aspirin use and risk of biliary tract cancer: a population-based study in Shanghai, China.
Cancer Epidemiol Biomarkers Prev. 2005 May; 14(5):1315-8. PMID: 15894693
Liu E
4. Wang J, Gao YT, Wang XL, , Zhang YL, Yuan JM. \[A prospective cohort study on body mass
index and mortality among middle-aged and elderly men in urban Shanghai\]. Zhonghua Liu Xing Bing Xue
Za Zhi. 2005 Jun; 26(6):394-9. PMID: 16185443
Liu E
5. Zhang XH, Gao YT, Rashid A, Deng J, , Wu K, Sun L, Cheng JR, Gridley G, Hsing AW. \[Tea
consumption and risk of biliary tract cancers and gallstone disease: a population-based case-control study
in Shanghai, China\]. Zhonghua Zhong Liu Za Zhi. 2005 Nov; 27(11):667-71. PMID: 16438888
Liu E
6. Zhang XH, Andreotti G, Gao YT, Deng J, , Rashid A, Wu K, Sun L, Sakoda LC, Cheng JR, Shen
MC, Wang BS, Han TQ, Zhang BH, Gridley G, Fraumeni JF, Hsing AW. Tea drinking and the risk of
biliary tract cancers and biliary stones: a population-based case-control study in Shanghai, China. Int J
Cancer. 2006 Jun 15; 118(12):3089-94. PMID: 16395699; PMCID: PMC2885773
Liu E
7. , Meigs JB, Pittas AG, McKeown NM, Economos CD, Booth SL, Jacques PF. Plasma 25-
hydroxyvitamin d is associated with markers of the insulin resistant phenotype in nondiabetic adults. J
Nutr. 2009 Feb; 139(2):329-34. PMID: 19106328; PMCID: PMC2646208
11
Liu E
8. , McKeown NM, Newby PK, Meigs JB, Vasan RS, Quatromoni PA, D'Agostino RB, Jacques PF.
Cross-sectional association of dietary patterns with insulin-resistant phenotypes among adults without
diabetes in the Framingham Offspring Study. Br J Nutr. 2009 Aug; 102(4):576-83. PMID: 19216828
Liu E
9. Njelekela MA, Mpembeni R, Muhihi A, Mligiliche NL, Spiegelman D, Hertzmark E, , Finkelstein
JL, Fawzi WW, Willett WC, Mtabaji J. Gender-related differences in the prevalence of cardiovascular
disease risk factors and their correlates in urban Tanzania. BMC Cardiovasc Disord. 2009 Jul 17; 9:30.
PMID: 19615066
10. Liu E, Meigs JB, Pittas AG, Economos CD, McKeown NM, Booth SL, Jacques PF. Predicted 25-
hydroxyvitamin D score and incident type 2 diabetes in the Framingham Offspring Study. Am J Clin Nutr.
2010 Jun; 91(6):1627-33. PMID: 20392893; PMCID: PMC2869511
11. Mwiru RS, Spiegelman D, Duggan C, Peterson K, Liu E, Msamanga G, Aboud S, Fawzi WW.
Relationship of exclusive breast-feeding to infections and growth of Tanzanian children born to HIV-
infected women. Public Health Nutr. 2011 Jul; 14(7):1251-8. PMID: 21324223
12. Armstrong C, Liu E, Okuma J, Spiegelman D, Guerino C, Njelekela M, Grinspoon S, Fawzi W,
Hawkins C. Dyslipidemia in an HIV-positive antiretroviral treatment-naive population in Dar es Salaam,
Tanzania. J Acquir Immune Defic Syndr. 2011 Jun 01; 57(2):141-5. PMID: 21436713; PMCID:
PMC3125454
13. Andreotti G, Liu E, Gao YT, Safaeian M, Rashid A, Shen MC, Wang BS, Deng J, Han TQ, Zhang BH,
Hsing AW. Medical history and the risk of biliary tract cancers in Shanghai, China: implications for a role
of inflammation. Cancer Causes Control. 2011 Sep; 22(9):1289-96. PMID: 21744094
14. Liu E, Spiegelman D, Semu H, Hawkins C, Chalamilla G, Aveika A, Nyamsangia S, Mehta S, Mtasiwa
D, Fawzi W. Nutritional status and mortality among HIV-infected patients receiving antiretroviral therapy
in Tanzania. J Infect Dis. 2011 Jul 15; 204(2):282-90. PMID: 21673040
15. Liu E, McKeown NM, Pittas AG, Meigs JB, Economos CD, Booth SL, Jacques PF. Predicted 25-
hydroxyvitamin D score and change in fasting plasma glucose in the Framingham offspring study. Eur J
Clin Nutr. 2012 Jan; 66(1):139-41. PMID: 22009071
16. Natchu UC, Liu E, Duggan C, Msamanga G, Peterson K, Aboud S, Spiegelman D, Fawzi WW.
Exclusive breastfeeding reduces risk of mortality in infants up to 6 mo of age born to HIV-positive
Tanzanian women. Am J Clin Nutr. 2012 Nov; 96(5):1071-8. PMID: 23053555; PMCID: PMC3471196
17. Liu E, Armstrong C, Spiegelman D, Chalamilla G, Njelekela M, Hawkins C, Hertzmark E, Li N, Aris
E, Muhihi A, Semu H, Fawzi W. First-line antiretroviral therapy and changes in lipid levels over 3 years
among HIV-infected adults in Tanzania. Clin Infect Dis. 2013 Jun; 56(12):1820-8. PMID: 23449270
18. Li N, Manji KP, Spiegelman D, Muya A, Mwiru RS, Liu E, Chalamilla G, Fawzi WW, Duggan C.
Incident tuberculosis and risk factors among HIV-infected children in Tanzania. AIDS. 2013 May 15;
27(8):1273-81. PMID: 23343909; PMCID: PMC4742782
19. Liu E, Duggan C, Manji KP, Kupka R, Aboud S, Bosch RJ, Kisenge RR, Okuma J, Fawzi WW.
Multivitamin supplementation improves haematologic status in children born to HIV-positive women in
Tanzania. J Int AIDS Soc. 2013 Aug 13; 16:18022. PMID: 23948440; PMCID: PMC3744818
20. Darling AM, Liu E, Aboud S, Urassa W, Spiegelman D, Fawzi W. Maternal hyperglycemia and
adverse pregnancy outcomes in Dar es Salaam, Tanzania. Int J Gynaecol Obstet. 2014 Apr; 125(1):22-7.
PMID: 24508349
21. Li N, Matchi E, Spiegelman D, Chalamilla G, Hertzmank E, Sando D, Sando MM, Liu E, Muya A,
Fawzi W. Maternal mortality among HIV-infected pregnant women in Tanzania. Acta Obstet Gynecol
Scand. 2014 May; 93(5):463-8. PMID: 24617748
12
22. Semu H, Zack RM, Liu E, Hertzmark E, Spiegelman D, Sztam K, Hawkins C, Chalamila G, Muya A,
Siril H, Mwiru R, Mtasiwa D, Fawzi W. Prevalence and Risk Factors for Overweight and Obesity among
HIV-Infected Adults in Dar es Salaam, Tanzania. J Int Assoc Provid AIDS Care. 2016 11; 15(6):512-521.
PMID: 25146972
23. Abioye AI, Isanaka S, Liu E, Mwiru RS, Noor RA, Spiegelman D, Mugusi F, Fawzi W. Gender
differences in diet and nutrition among adults initiating antiretroviral therapy in Dar es Salaam, Tanzania.
AIDS Care. 2015; 27(6):706-15. PMID: 25562355; PMCID: PMC4366319
24. Liu E, McCree R, Mtisi E, Fawzi WW, Aris E, Lema IA, Hertzmark E, Chalamilla G, Li N, Vermund
SH, Spiegelman D. Prevalence and risk factors of cervical squamous intraepithelial lesions among HIV-
infected women in Dar es Salaam, Tanzania. Int J STD AIDS. 2016 Mar; 27(3):219-25. PMID: 25957324
25. Liu E, Makubi A, Drain P, Spiegelman D, Sando D, Li N, Chalamilla G, Sudfeld CR, Hertzmark E,
Fawzi WW. Tuberculosis incidence rate and risk factors among HIV-infected adults with access to
antiretroviral therapy. AIDS. 2015 Jul 17; 29(11):1391-9. PMID: 26091295; PMCID: PMC4576970
26. Li N, Sando MM, Spiegelman D, Hertzmark E, Liu E, Sando D, Machumi L, Chalamilla G, Fawzi W.
Antiretroviral Therapy in Relation to Birth Outcomes among HIV-infected Women: A Cohort Study. J
Infect Dis. 2016 Apr 01; 213(7):1057-64. PMID: 26265780
27. Olofin IO, Liu E, Manji KP, Danaei G, Duggan C, Aboud S, Spiegelman D, Fawzi WW. Active
Tuberculosis in HIV-Exposed Tanzanian Children up to 2 years of Age: Early-Life Nutrition, Multivitamin
Supplementation and Other Potential Risk Factors. J Trop Pediatr. 2016 Feb; 62(1):29-37. PMID:
26494727; PMCID: PMC4900129
28. Manji KP, Duggan C, Liu E, Bosch R, Kisenge R, Aboud S, Kupka R, Fawzi WW. Exclusive Breast-
feeding Protects against Mother-to-Child Transmission of HIV-1 through 12 Months of Age in Tanzania. J
Trop Pediatr. 2016 08; 62(4):301-7. PMID: 26999011; PMCID: PMC6089093
29. Hawkins C, Ulenga N, Liu E, Aboud S, Mugusi F, Chalamilla G, Sando D, Aris E, Carpenter D, Fawzi
W. HIV virological failure and drug resistance in a cohort of Tanzanian HIV-infected adults. J Antimicrob
Chemother. 2016 07; 71(7):1966-74. PMID: 27076106; PMCID: PMC4896406
30. McDonald CM, Manji KP, Gosselin K, Tran H, Liu E, Kisenge R, Aboud S, Fawzi WW, Gewirtz AT,
Duggan CP. Elevations in serum anti-flagellin and anti-LPS Igs are related to growth faltering in young
Tanzanian children. Am J Clin Nutr. 2016 06; 103(6):1548-54. PMID: 27121948; PMCID: PMC4881001
31. Sztam KA, Liu E, Manji KP, Kupka R, Kisenge R, Aboud S, Fawzi WW, Bosch RJ, Duggan CP.
Maternal Antiretroviral Therapy Is Associated with Lower Risk of Diarrhea in Early Childhood. J Pediatr.
2016 08; 175:54-60. PMID: 27245295; PMCID: PMC4981520
32. Barnhart D, Hertzmark E, Liu E, Mungure E, Muya AN, Sando D, Chalamilla G, Ulenga N,
Bärnighausen T, Fawzi W, Spiegelman D. Intra-Cluster Correlation Estimates for HIV-related Outcomes
from Care and Treatment Clinics in Dar es Salaam, Tanzania. Contemp Clin Trials Commun. 2016 Dec 15;
4:161-169. PMID: 27766318; PMCID: PMC5066589
33. Kamenju P, Liu E, Hertzmark E, Spiegelman D, Kisenge R, Kupka R, Aboud S, Manji KP, Duggan C,
Fawzi WW. Nutritional status and complementary feeding among HIV-exposed infants: a prospective
cohort study. Matern Child Nutr. 2017 07; 13(3). PMID: 27686370
34. Njelekela M, Muhihi A, Aveika A, Spiegelman D, Hawkins C, Armstrong C, Liu E, Okuma J,
Chalamila G, Kaaya S, Mugusi F, Fawzi W. Prevalence of Hypertension and Its Associated Risk Factors
among 34,111 HAART Naïve HIV-Infected Adults in Dar es Salaam, Tanzania. Int J Hypertens. 2016;
2016:5958382. PMID: 27872756; PMCID: PMC5107235
35. Locks LM, Manji KP, Kupka R, Liu E, Kisenge R, McDonald CM, Aboud S, Wang M, Fawzi WW,
Duggan CP. High Burden of Morbidity and Mortality but Not Growth Failure in Infants Exposed to but
13
Uninfected with Human Immunodeficiency Virus in Tanzania. J Pediatr. 2017 01; 180:191-199.e2. PMID:
27829511; PMCID: PMC5183465
36. Mosha D, Liu E, Hertzmark E, Chan G, Sudfeld C, Masanja H, Fawzi W. Dietary iron and calcium
intakes during pregnancy are associated with lower risk of prematurity, stillbirth and neonatal mortality
among women in Tanzania. Public Health Nutr. 2017 03; 20(4):678-686. PMID: 27819215; PMCID:
PMC5387760
37. Zack RM, Irema K, Kazonda P, Leyna GH, Liu E, Spiegelman D, Fawzi W, Njelekela M, Killewo J,
Danaei G. Determinants of high blood pressure and barriers to diagnosis and treatment in Dar es Salaam,
Tanzania. J Hypertens. 2016 12; 34(12):2353-2364. PMID: 27648720; PMCID: PMC5675737
38. McDonald CR, Darling AM, Liu E, Tran V, Cabrera A, Aboud S, Urassa W, Kain KC, Fawzi WW.
Angiogenic proteins, placental weight and perinatal outcomes among pregnant women in Tanzania. PLoS
One. 2016; 11(12):e0167716. PMID: 27936130
39. Jamie Dy F, Freiberger D, Liu E, Boyer D, Visner G, Rosen R. Impact of gastroesophageal reflux and
delayed gastric emptying on pediatric lung transplant outcomes. J Heart Lung Transplant. 2017 Aug;
36(8):854-861. PMID: 28185711
40. Kamenju P, Liu E, Hertzmark E, Spiegelman D, Kisenge RR, Kupka R, Aboud S, Manji K, Duggan C,
Fawzi WW. Complementary Feeding and Diarrhea and Respiratory Infection Among HIV-Exposed
Tanzanian Infants. J Acquir Immune Defic Syndr. 2017 Mar 01; 74(3):265-272. PMID: 27861238;
PMCID: PMC5303142
41. Locks LM, Mwiru RS, Mtisi E, Manji KP, McDonald CM, Liu E, Kupka R, Kisenge R, Aboud S,
Gosselin K, Gillman M, Gewirtz AT, Fawzi WW, Duggan CP. Infant Nutritional Status and Markers of
Environmental Enteric Dysfunction are Associated with Midchildhood Anthropometry and Blood Pressure
in Tanzania. J Pediatr. 2017 08; 187:225-233.e1. PMID: 28499715; PMCID: PMC5533170
42. Kakarmath SS, Zack RM, Leyna GH, Fahimi S, Liu E, Fawzi WW, Lukmanji Z, Killewo J, Sacks F,
Danaei G. Dietary determinants of serum total cholesterol among middle-aged and older adults: a
population-based cross-sectional study in Dar es Salaam, Tanzania. BMJ Open. 2017 06 06; 7(5):e015028.
PMID: 28588111
43. Kintu A, Liu E, Hertzmark E, Spiegelman D, Zack RM, Muya A, Sando D, Bärnighausen T, Fawzi W.
Incidence and Risk Factors for Overweight and Obesity after Initiation of Antiretroviral Therapy in Dar es
Salaam, Tanzania. J Int Assoc Provid AIDS Care. 2018 Jan-Dec; 17:2325958218759759. PMID:
29529909; PMCID: PMC6748468
44. Syed S, Iqbal NT, Sadiq K, Ma JZ, Akhund T, Xin W, Moore SR, Liu E, Qureshi S, Gosselin K,
Gewirtz A, Duggan CP, Ali SA. Serum anti-flagellin and anti-lipopolysaccharide immunoglobulins as
predictors of linear growth faltering in Pakistani infants at risk for environmental enteric dysfunction. PLoS
One. 2018; 13(3):e0193768. PMID: 29509790
45. Liu E, Pimpin L, Shulkin M, Kranz S, Duggan CP, Mozaffarian D, Fawzi WW. Effect of Zinc
Supplementation on Growth Outcomes in Children under 5 Years of Age. Nutrients. 2018 Mar 20; 10(3).
PMID: 29558383
46. Zack RM, Irema K, Kazonda P, Leyna GH, Liu E, Gilbert S, Lukmanji Z, Spiegelman D, Fawzi W,
Njelekela M, Killewo J, Danaei G. Validity of an FFQ to measure nutrient and food intakes in Tanzania.
Public Health Nutr. 2018 08; 21(12):2211-2220. PMID: 29656731
47. Chi LY, Zitomersky NL, Liu E, Tollefson S, Bender-Stern J, Naik S, Snapper S, Bousvaros A. The
Impact of Combination Therapy on Infliximab Levels and Antibodies in Children and Young Adults With
Inflammatory Bowel Disease. Inflamm Bowel Dis. 2018 05 18; 24(6):1344-1351. PMID: 29718278
14
48. Etheredge AJ, Manji K, Kellogg M, Tran H, Liu E, McDonald CM, Kisenge R, Aboud S, Fawzi W,
Bellinger D, Gewirtz AT, Duggan CP. Markers of Environmental Enteric Dysfunction Are Associated
With Neurodevelopmental Outcomes in Tanzanian Children. J Pediatr Gastroenterol Nutr. 2018 Jun;
66(6):953-959. PMID: 29613921; PMCID: PMC5964017
49. Fishman LN, Kearney J, DeGroote M, Liu E, Arnold J, Weir DC. Creation of Experience-based Celiac
Benchmarks: The First Step in Pretransition Self-management Assessment. J Pediatr Gastroenterol Nutr.
2018 07; 67(1):e6-e10. PMID: 29401085; PMCID: PMC6014871
50. Syed S, Manji KP, McDonald CM, Kisenge R, Aboud S, Sudfeld C, Locks L, Liu E, Fawzi WW,
Duggan CP. Biomarkers of Systemic Inflammation and Growth in Early Infancy are Associated with
Stunting in Young Tanzanian Children. Nutrients. 2018 Aug 24; 10(9). PMID: 30149537
51. Lauer JM, McDonald CM, Kisenge R, Aboud S, Fawzi WW, Liu E, Tran HQ, Gewirtz AT, Manji KP,
Duggan CP. Markers of Systemic Inflammation and Environmental Enteric Dysfunction Are Not Reduced
by Zinc or Multivitamins in Tanzanian Infants: A Randomized, Placebo-Controlled Trial. J Pediatr. 2019
07; 210:34-40.e1. PMID: 30952509; PMCID: PMC6590867
52. Millington K, Liu E, Chan YM. The Utility of Potassium Monitoring in Gender-Diverse Adolescents
Taking Spironolactone. J Endocr Soc. 2019 May 01; 3(5):1031-1038. PMID: 31065620; PMCID:
PMC6497918
53. Somji SS, Dhingra P, Dhingra U, Dutta A, Devi P, Kumar J, Deb S, Semwal OP, Sazawal S, Manji K,
Kisenge R, Bakari M, Aboud S, Liu E, Sudfeld C, Duggan CP, Ashorn P, Bahl R, Simon JL. Effect of dose
reduction of supplemental zinc for childhood diarrhoea: study protocol for a double-masked, randomised
controlled trial in India and Tanzania. BMJ Paediatr Open. 2019; 3(1):e000460. PMID: 31206083; PMCID:
PMC6542451
54. Duncan DR, Growdon AS, Liu E, Larson K, Gonzalez M, Norris K, Rosen RL. The Impact of the
American Academy of Pediatrics Brief Resolved Unexplained Event Guidelines on Gastrointestinal Testing
and Prescribing Practices. J Pediatr. 2019 08; 211:112-119.e4. PMID: 31103259; PMCID: PMC6984037
55. Pimpin L, Kranz S, Liu E, Shulkin M, Karageorgou D, Miller V, Fawzi W, Duggan C, Webb P,
Mozaffarian D. Effects of animal protein supplementation of mothers, preterm infants, and term infants on
growth outcomes in childhood: a systematic review and meta-analysis of randomized trials. Am J Clin
Nutr. 2019 08 01; 110(2):410-429. PMID: 31175810; PMCID: PMC6669064
56. Sharma Y, Bousvaros A, Liu E, Bender Stern J. Natural history of children with mild Crohn's disease.
World J Gastroenterol. 2019 08 14; 25(30):4235-4245. PMID: 31435176
57. Mahoney LB, Liu E, Rosen R. Continuous Feedings Are Not Associated With Lower Rates of
Gastroesophageal Reflux When Compared With Bolus Feedings. J Pediatr Gastroenterol Nutr. 2019 12;
69(6):678-681. PMID: 31393336
58. Stefater MA, Pacheco JA, Bullock K, Pierce K, Deik A, Liu E, Clish C, Stylopoulos N. Portal Venous
Metabolite Profiling After RYGB in Male Rats Highlights Changes in Gut-Liver Axis. J Endocr Soc. 2020
Feb 01; 4(2):bvaa003. PMID: 32099946; PMCID: PMC7033034
59. Kisenge RR, Rees CA, Lauer JM, Liu E, Fawzi WW, Manji KP, Duggan CP. Risk factors for mortality
among Tanzanian infants and children. Trop Med Health. 2020; 48:43. PMID: 32518499; PMCID:
PMC7271391
60. Dhingra U, Kisenge R, Sudfeld CR, Dhingra P, Somji S, Dutta A, Bakari M, Deb S, Devi P, Liu E,
Chauhan A, Kumar J, Semwal OP, Aboud S, Bahl R, Ashorn P, Simon J, Duggan CP, Sazawal S, Manji K.
Lower-Dose Zinc for Childhood Diarrhea - A Randomized, Multicenter Trial. N Engl J Med. 2020 09 24;
383(13):1231-1241. PMID: 32966722; PMCID: PMC7466932
15
61. Wang D, Wang M, Darling AM, Perumal N, Liu E, Danaei G, Fawzi WW. Gestational weight gain in
low-income and middle-income countries: a modelling analysis using nationally representative data. BMJ
Glob Health. 2020 11; 5(11). PMID: 33177038; PMCID: PMC7661366
62. Rees CA, Kisenge R, Manji KP, Liu E, Fawzi WW, Duggan CP. Identifying Infants and Young
Children at Risk of Unplanned Hospital Admissions and Clinic Visits in Dar es Salaam, Tanzania. Pediatr
Infect Dis J. 2020 12; 39(12):e428-e434. PMID: 32842043; PMCID: PMC7680284
63. Yang J, Wang D, Darling AM, Liu E, Perumal N, Fawzi WW, Wang M. Methodological approaches to
imputing early-pregnancy weight based on weight measures collected during pregnancy. BMC Med Res
Methodol. 2021 02 05; 21(1):24. PMID: 33546607
64. Smith JR, Liu E, Church AJ, Asch E, Cherella CE, Srivastava S, Kamihara J, Wassner AJ. Natural
History of Thyroid Disease in Children with PTEN Hamartoma Tumor Syndrome. J Clin Endocrinol
Metab. 2021 03 08; 106(3):e1121-e1130. PMID: 33347563
65. Duncan DR, Larson K, Davidson K, Williams N, Liu E, Watters K, Rahbar R, Rosen RL. Acid
Suppression Does Not Improve Laryngomalacia Outcomes but Treatment for Oropharyngeal Dysphagia
Might Be Protective. J Pediatr. 2021 Nov; 238:42-49.e2. PMID: 34186104; PMCID: PMC9756139
65. Chen D, Lash B, Kim E, Hidalgo MA, Muldoon AL, Liu E, Jensen J, Grabert R, Chan YM, Garofalo R,
Tishelman A. A Comparison of Demographic and Psychosocial Characteristics Between Transgender
Youth Enrolling Versus Not Enrolling in a Multisite Study. Transgend Health. 2021 Aug; 6(4):229-234.
PMID: 34414280
67. Sposito B, Broggi A, Pandolfi L, Crotta S, Clementi N, Ferrarese R, Sisti S, Criscuolo E, Spreafico R,
Long JM, Ambrosi A, Liu E, Frangipane V, Saracino L, Bozzini S, Marongiu L, Facchini FA, Bottazzi A,
Fossali T, Colombo R, Clementi M, Tagliabue E, Chou J, Pontiroli AE, Meloni F, Wack A, Mancini N,
Zanoni I. The interferon landscape along the respiratory tract impacts the severity of COVID-19. Cell. 2021
09 16; 184(19):4953-4968.e16. PMID: 34492226; PMCID: PMC8373821
68. Cherella CE, Richman DM, Liu E, Frates MC, Modi BP, Zendejas B, Smith JR, Barletta JA, Hollowell
ML, Wassner AJ. Predictors of Bilateral Disease in Pediatric Differentiated Thyroid Cancer. J Clin
Endocrinol Metab. 2021 09 27; 106(10):e4242-e4250. PMID: 33780538; PMCID: PMC8475192
69. Wang D, Darling AM, McDonald CR, Perumal N, Liu E, Wang M, Aboud S, Urassa W, Conroy AL,
Hayford KT, Liles WC, Kain KC, Fawzi WW. Plasma concentrations of leptin at mid-pregnancy are
associated with gestational weight gain among pregnant women in Tanzania: a prospective cohort study.
BMC Pregnancy Childbirth. 2021 Oct 06; 21(1):675. PMID: 34615489
70. Rosen R, Lurie M, Kane M, DiFilippo C, Cohen A, Freiberger D, Boyer D, Visner G, Narvaez-Rivas
M, Liu E, Setchell K. Risk Factors for Bile Aspiration and its Impact on Clinical Outcomes. Clin Transl
Gastroenterol. 2021 12 07; 12(12):e00434. PMID: 34978997; PMCID: PMC8893291
71. Perumal N, Wang D, Darling AM, Wang M, Liu E, Urassa W, Pembe AB, Fawzi WW. Associations
between Gestational Weight Gain Adequacy and Neonatal Outcomes in Tanzania. Ann Nutr Metab. 2022;
78(3):156-165. PMID: 35124672
72. Saronga HP, Manji K, Liu E, Duggan CP, Menzies NA. Cost-effectiveness of Zinc Supplementation for
Prevention of Childhood Diarrhoea in Tanzania. Public Health Nutr. 2022 Mar 11; 1-26. PMID: 35272738;
PMCID: PMC9991691
73. Liu E, Wang D, Darling AM, Perumal N, Wang M, Urassa W, Pembe A, Fawzi WW. Multivitamin
Supplementation Is Associated with Greater Adequacy of Gestational Weight Gain among Pregnant
Women in Tanzania. J Nutr. 2022 04 01; 152(4):1091-1098. PMID: 34964890; PMCID: PMC8970983
74. Culbreath K, Knell J, Keefe G, Han SM, Hong CR, Riley HB, Liu E, McAdam AJ, Modi BP, Jaksic T,
Duggan CP, Carey AN. Antibiotic Therapy for Culture-Proven Bacterial Overgrowth in Children With
16
Intestinal Failure Results in Improved Symptoms and Growth. J Pediatr Gastroenterol Nutr. 2022 09 01;
75(3):345-350. PMID: 35653418
75 Tremblay ES, Liu E, Laffel LM. Health Disparities Likely Emerge Early in the Course of Type-1
Diabetes in Youth. J Diabetes Sci Technol. 2022 07; 16(4):929-933. PMID: 35658634; PMCID:
PMC9264423
76. Hirsch S, Nurko S, Liu E, Rosen R. A prospective study of intrapyloric botulinum toxin and EndoFLIP
in children with nausea and vomiting. Neurogastroenterol Motil. 2022 Nov; 34(11):e14428. PMID:
35811408; PMCID: PMC9648533
76. Kumar M, Chowdhury R, Sinha B, Upadhyay RP, Chandola TR, Mazumder S, Taneja S, Edmond K,
Bahl R, Bhandari N, Ramakrishnan U, Rivera JA, Tandon S, Duggan CP, Liu E, Fawzi W, Manji K,
Choudhary TS. Enteral Multiple Micronutrient Supplementation in Preterm and Low Birth Weight Infants:
A Systematic Review and Meta-analysis. Pediatrics. 2022 08 01; 150(Suppl 1). PMID: 35921670
78. Zhu J, Liu E, Feld A, Jonsdottir-Lewis E, Shirey A, Feldman HA, Astley CM, Chan YM. Approaches
to Identify Factors Associated with Pubertal Timing in Self-Limited Delayed Puberty. Horm Res Paediatr.
2022 Aug 25. PMID: 36007499; PMCID: PMC9958281
79. Collen LV, Kim DY, Field M, Okoroafor I, Saccocia G, Whitcomb SD, Green J, Dong MD, Barends J,
Carey B, Weatherly ME, Rockowitz S, Sliz P, Liu E, Eran A, Grushkin-Lerner L, Bousvaros A, Muise
AM, Klein C, Mitsialis V, Ouahed J, Snapper SB. Clinical Phenotypes and Outcomes in Monogenic Versus
Non-monogenic Very Early Onset Inflammatory Bowel Disease. J Crohns Colitis. 2022 Sep 08;
16(9):1380-1396. PMID: 35366317; PMCID: PMC9455789
80. Kirby MA, Lauer JM, Muhihi A, Ulenga N, Aboud S, Liu E, Choy RKM, Arndt MB, Kou J, Gewirtz
A, Fawzi WW, Duggan CP, Manji KP, Sudfeld CR. Biomarkers of environmental enteric dysfunction and
adverse birth outcomes: An observational study among pregnant women living with HIV in Tanzania.
EBioMedicine. 2022 Oct; 84:104257. PMID: 36130475; PMCID: PMC9486615
81. Duncan DR, Liu E, Growdon AS, Larson K, Rosen RL. A Prospective Study of Brief Resolved
Unexplained Events: Risk Factors for Persistent Symptoms. Hosp Pediatr. 2022 12 01; 12(12):1030-1043.
PMID: 36336644; PMCID: PMC9724174
82. Liu E, Wang D, Darling AM, Perumal N, Wang M, Ahmed T, Christian P, Dewey KG, Kac G,
Kennedy S, Subramoney V, Briggs B, Fawzi WW. Effects of prenatal nutritional supplements on
gestational weight gain in low- and middle-income countries: a meta-analysis of individual participant data.
Am J Clin Nutr. 2022 12 19; 116(6):1864-1876. PMID: 36130877
83. Duncan DR, Cohen A, Golden C, Lurie M, Mitchell PD, Liu E, Simoneau T, Rosen RL.
Gastrointestinal factors associated with risk of bronchiectasis in children. Pediatr Pulmonol. 2023 03;
58(3):899-907. PMID: 36510759; PMCID: PMC9957932
84. Mansuri I, Wang S, Rufo PA, Liu E, Chan C, Bousvaros A. Efficacy and Safety of Sulfasalazine
Suspension in Children With Ulcerative Colitis. J Pediatr Gastroenterol Nutr. 2023 Apr 01; 76(4):460-467.
PMID: 36576855
85. Kremen J, Davis SM, Nahata L, Kapa HM, Dattilo TM, Liu E, Hutaff-Lee C, Tishelman AC, Crerand
CE. Neuropsychological and mental health concerns in a multicenter clinical sample of youth with turner
syndrome. Am J Med Genet A. 2023 Apr; 191(4):962-976. PMID: 36608170; PMCID: PMC10031628
86. Andersen CT, Marsden DM, Duggan CP, Liu E, Mozaffarian D, Fawzi WW. Oral iron supplementation
and anaemia in children according to schedule, duration, dose and cosupplementation: a systematic review
and meta-analysis of 129 randomised trials. BMJ Glob Health. 2023 02; 8(2). PMID: 36849195; PMCID:
PMC9972455
17
87. Cliffer I, Darling AM, Madzorera I, Wang D, Perumal N, Wang M, Liu E, Pembe AB, Urassa W,
Fawzi WW. Associations of Diet Quality, Socioeconomic Factors, and Nutritional Status with Gestational
Weight Gain among Pregnant Women in Dar es Salaam, Tanzania. Curr Dev Nutr. 2023
Mar;7(3):100041. doi: 10.1016/j.cdnut.2023.100041. eCollection 2023 Mar. PubMed PMID: 37181931;
PubMed Central PMCID: PMC10111583.
88. Lauer JM, Kirby MA, Muhihi A, Ulenga N, Aboud S, Liu E, Choy RKM, Arndt MB, Kou J, Fawzi W,
Gewirtz A, Sudfeld CR, Manji KP, Duggan CP. Assessing environmental enteric dysfunction via multiplex
assay and its relation to growth and development among HIV-exposed uninfected Tanzanian infants. PLoS
Negl Trop Dis. 2023 03; 17(3):e0011181. PMID: 36943785; PMCID: PMC10030025
89.Allegretti JR, Mitsialis V, Canavan JB, Snapper SBLow-Dose Interleukin 2 for the Treatment of
Moderate to Severe Ulcerative Colitis. Gastroenterology. 2023 Apr 07. PMID: 3703033
90. Mansuri I, Goldsmith JD, Liu E, Bonilla S. Gastric intestinal metaplasia in Children: Natural history
and clinicopathological correlation. J Pediatr Gastroenterol Nutr. 2023 Jun 16;. doi:
10.1097/MPG.0000000000003862. \[Epub ahead of print\] PubMed PMID: 37319118.
91. Darling AM, Wang D, Perumal N, Liu E, Wang M, Ahmed T, Christian P, Dewey KG, Kac G,
Kennedy SH, Subramoney V, Briggs B, Fawzi WW; members of the GWG Pooling Project Consortium.
Risk factors for inadequate and excessive gestational weight gain in 25 low- and middle-income countries:
An individual-level participant meta-analysis. PLoS Med. 2023 Jul 24;20(7):e1004236. doi:
10.1371/journal.pmed.1004236. PMID: 37486938; PMCID: PMC10406332.
92. Zimmerman LA, Spaan J, Weinbren N, Manokaran K, Ajithkumar A, Bogursky A, Liu E, Lillehei C,
Weil BR, Zalieckas JM, Bousvaros A, Rufo PA. Efficacy and Safety of Tacrolimus or Infliximab Therapy
in Children and Young Adults With Acute Severe Colitis. J Pediatr Gastroenterol Nutr. 2023 Aug
1;77(2):222-227. doi: 10.1097/MPG.0000000000003824. Epub 2023 May 12. PMID: 37477885.
93. Perumal N, Wang D, Darling AM, Liu E, Wang M, Ahmed T, Christian P, Dewey KG, Kac G,
Kennedy SH, Subramoney V, Briggs B, Fawzi WW; GWG Pooling Project Consortium. Suboptimal
gestational weight gain and neonatal outcomes in low and middle income countries: individual participant
data meta-analysis. BMJ. 2023 Sep 21;382:e072249. doi: 10.1136/bmj-2022-072249. PMID: 37734757;
PMCID: PMC10512803.
94. Collen LV, Mitsialis V, Kim DY, Bresnahan M, Yang J, Tuthill M, Combs A, Barends J, Field M, Liu
E, Bearup R, Okoroafor I, Klein C, Muise AM, Bousvaros A, Ouahed J, Snapper SB. Efficacy and Safety
of Anti-Tumor Necrosis Factor Alpha in Very Early Onset Inflammatory Bowel Disease. Inflamm Bowel
Dis. 2023 Oct 17:izad196. doi: 10.1093/ibd/izad196. Epub ahead of print. PMID: 37847820.
95. Iwasaka-Neder J, Bixby SD, Bedoya MA, Liu E, Jarrett DY, Agahigian D, Tsai A. Virtual 3D femur
model to assess femoral version: comparison to the 2D axial slice approach. Pediatr Radiol. 2023
Nov;53(12):2411-2423. doi: 10.1007/s00247-023-05758-8. Epub 2023 Sep 23. PMID: 37740782. 97.
96.Herzlinger M, Dannheim K, Riaz M, Liu E, Bousvaros A, Bonilla S. Helicobacter pylori Antimicrobial
Resistance in a Pediatric Population From the New England Region of the United States. Clin
Gastroenterol Hepatol. 2023 Dec;21(13):3458-3460.e2. doi: 10.1016/j.cgh.2023.02.026. Epub 2023 Mar 3.
PMID: 36871769.
97. Liu E, Manji KP, Kirby MA, Kisenge R, Lauer JM, Fawzi WW, Sudfeld CR, Duggan CP. Effects of
Zinc Supplementation on Metabolomic Profiles in Tanzanian Infants: A Randomized Trial. J Nutr. 2023
Dec 11:S0022-3166(23)72798-3. doi: 10.1016/j.tjnut.2023.12.011. Epub ahead of print. PMID: 38092153.
98. Rosen R, Du M, Akkara A, Catacora A, Wen A, Liu E, Nurko S. The utility of balloon-based and
standard impedance technology to diagnose esophageal mucosal diseases in children. Neurogastroenterol
Motil. 2023 Dec 21:e14726. doi: 10.1111/nmo.14726. Epub ahead of print. PMID: 38129704.
18
99. Azova S, Liu E, Wolfsdorf J. Increased Use of Hyperosmolar Therapy for Suspected Clinically
Apparent Brain Injury in Pediatric Patients with Diabetic Ketoacidosis during the Peak of the COVID-19
Pandemic. Pediatr Diabetes.2023;2023:5123197. doi: 10.1155/2023/5123197. Epub 2023 Feb 28. PMID:
38050487;PMCID: PMC10695073.
100. Zitomersky N, Chi L, Liu E, Bray KR, Papamichael K, Cheifetz AS, Snapper SB, Bousvaros A,
Silvester JA. Anti-infliximab antibodies and low infliximab levels correlate with drug discontinuation in
pediatric inflammatory bowel disease. J Pediatr Gastroenterol Nutr. 2024 Feb;78(2):261-271. doi:
10.1002/jpn3.12074. Epub 2023 Dec 27. PMID: 38374555; PMCID: PMC10883602.
101. Ballal SA, Greenwell S, Liu E, Buie T, Silvester J, Leier M, Filippelli M, Bousvaros A, Hron B.
Comparing Gastrointestinal Endoscopy Findings in Children with Autism, Developmental Delay, or
Typical Development. J Pediatr. 2024 Jan;264:113737. doi: 10.1016/j.jpeds.2023.113737. Epub 2023 Sep
16. PMID: 37722553.
102. Kisenge R, Dhingra U, Rees CA, Liu E, Dutta A, Saikat D, Dhingra P, Somji S, Sudfeld C, Simon J,
Ashorn P, Sazawal S, Duggan CP, Manji K. Risk factors for moderate acute malnutrition among children
with acute diarrhoea in India and Tanzania: a secondary analysis of data from a randomized trial. BMC
Pediatr. 2024 Jan 19;24(1):56. doi: 10.1186/s12887-024-04551-2. PMID: 38238656; PMCID:
PMC10797730.
103. Pottorff A, Liu E, Du M, Catacora A, Rosen R, McSweeney M. Assessment of families' experience
with care integration within an aerodigestive program. J Pediatr Gastroenterol Nutr. 2024 Feb;78(2):223-
230. doi: 10.1002/jpn3.12108.Epub 2023 Dec 27. PMID: 38374563.
104. Gordon EN, Dykeman B, Greco KF, Liu E, Rhodes ET, Garvey KC. Experiences With Outpatient
Nutrition Services Among Caregivers of Youth With Type 1 Diabetes. Diabetes Spectr. 2024 Mar
7;37(3):254-263. doi: 10.2337/ds23-0051. PMID:39157789; PMCID: PMC11327172.
105. Andrews C, Herzlinger M, Riaz M, Liu E, Chan C, Bonilla S. Impact of medication dosage on
Helicobacter pylori eradication rates among pediatricpatients. J Pediatr Gastroenterol Nutr. 2024 May 8.
doi: 10.1002/jpn3.12242.Epub ahead of print. PMID: 38720566.
106. Hirsch S, Liu E, Rosen R. Proton Pump Inhibitors and Risk of COVID-19 Infection in Children. J
Pediatr. 2024 Jun 27:114179. doi: 10.1016/j.jpeds.2024.114179. Epub ahead of print. PMID: 38944187.
107. Salazar JA, Chan C, Liu E, et al. Performance of pan-enteroscopy in children with intestinal failure
due to short bowel syndrome: A single-center retrospective study. J Pediatr Gastroenterol Nutr. 2024;0-0.
doi:10.1002/jpn3.12316
Thesis:
Liu E. 2008. Vitamin D Status and Type 2 Diabetes Mellitus. \[PhD\] Dissertation. Gerald J. and Dorothy
R. Friedman School of Nutrition Science and Policy, Tufts University. Boston, MA.
The Effects of Vitamin D3 Supplementation on Maternal and Infant Biomarkers of Environmental Enteric
Dysfunction: A Secondary Analysis of a Randomized Controlled Trial. ASN Nutrition 2023. Boston, MA.
Prevention and Treatment of Neonatal Hypothermia through an Implementation Science Study in
Jaltenango Chiapas, Mexico. PAS 2023, Washington DC.
19
Narrative Report
CWcWd;ii_ijWdjJhe\\\[iiehe\\J\[Z_Wjh_YiWj<eijed=^_bZh\[dwiBeif_jWb\\eYki\[Zedj^\[Z\[i_\]dWdZ
analysis of research studies in gastroenterology, hepatology and nutrition, and endocrinology as well
conducting my own research in maternal and child nutrition. I have served as a principal investigator, co-
investigator and as a study biostatistician. I provide biostatistical and methodological consultation with
investigators at BCH as well as more broadly to the Harvard Community in my role as the Associate
Director for Harvard Catalyst Biostatistics Program. Outside of Harvard, my activities have had a
national/global impact. I have been serving Statistical Review Board for American Society for
Nutrition4 scientific journals, including The American Journal of Clinical Nutrition, The Journal of
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Nutrition, Advances in Nutrition, and Current Developments in Nutrition. I am currently also a guest
editor for the open access journal nutrients. As one of the core members of the Gestational Weight Gain
Consortium which was funded by Bill and Melinda Gates Foundation, I have made significant
contributions in application and implementation of the research project, multiple systematic reviews
using individual participants data from pregnant women around the world on predictor/risk factors and
consequence of gestational weight gain have been published. Through a research lead by the World
Health Organization and collaborations with investigators from India and Tanzania, I contributed to
optimize the therapeutic dose of zinc supplementation on acute diarrhea among children, examining the
preventive effect of zinc supplementation on child growth and morbidity. Through my research I
collaborated with investigators not only from North America and Europe, but also from South America,
Africa, and Asia. My research activities have resulted in about 100 publications in peer-reviewed
scientific journals, including New England Journal of Medicine, Cell, The American Journal of Clinical
Nutrition. My publications have been cited more than 2600 times around the world with more than 60%
of these citations occurring after 2016 and H-index of 26.
Area of Excellence:
My research has focused on preventive and therapeutic effect of dietary factors, nutritional supplements,
and other interventions on child and maternal health outcomes. I have been actively involved in several
large randomized controlled trials of nutritional supplements which were conducted among young
children and funded by the National Institute of Health, Gates Foundation, the World Health
Organization and others. One of the trials was aimed at establishing the optimal dose of therapeutic zinc
supplementation for the treatment of acute diarrhea in children under the age of five years. A total of
4500 child patients were enrolled in the two study sites (Tanzania and India). I oversaw the data quality
during the study implementation, and was responsible for developing the data analysis plan, choosing the
appropriate statistical methods, and conducting the data analysis. The finding that lower doses of zinc
had similar efficacy for treatment of diarrhea but less vomiting than the standard dose was widely noted,
as well as in the 2021 WHO
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updated consultative meeting on the management of childhood diarrhea. In addition, I have first-authored
or co-authored dozens of papers from two other randomized controlled trials (one a multivitamin
supplementation trial among infants born to HIV-infected mothers, and another a zinc and multivitamin
supplementation trial among infants born to HIV-uninfected mothers). In a grant funded by the Bill and
Melinda Gates foundation, I have been an active member of the Gestational Weight Gain consortium, in
which we aimed to summarize evidence from low- and middle- income countries (LMICs) on predictors
and consequences of gestational weight gain. Using the tool of systematic review and meta-analysis, I
took the lead on pooling individual participant data from 17 randomized trials to examine the effect of
prenatal multiple micronutrient supplements on gestational weight gain. I also contributed significantly
20
to several other meta-analyses focused on the determinants of gestational weight gain, and the effect of
gestational weight gain on birth outcomes and long-term child and maternal health outcomes.
I have regularly received invitations to review manuscripts from scientific journals in nutrition. In 2022, I
was nominated and appointed as member of Statistical Review Board for four American Society for
Nutrition journals, including The American Journal of Clinical Nutrition, The Journal of Nutrition,
Advances in Nutrition, and Current Developments in Nutrition. The American Journal of Clinical
Nutrition, impact factor 8.47, is among the highest ranked peer-reviewed journals in nutrition and
dietetics and publishes basic and clinical studies relevant to human nutrition. I also actively conduct
manuscript review in clinical nutrition and global health for other journals, including The Journal of
Pediatrics, BMJ global health, etc.
Teaching and Mentorship:
I contribute 15% of my efforts in teaching and mentorship. Through the Education Core at the
Institutional Centers for Clinical and Translational Research (ICCTR), I have annually taught
Introduction to Longitudinal Analysis since 2016. The course is open to all employees at the hospital
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and around 25 people attend the class each year. As a biostatistician funded in part by the Divisions of
Gastroenterology, Hepatology and Nutrition, and of Endocrinology, I deliver short lectures regularly at
the division monthly Clinical Research Conference on statistical techniques and epidemiology
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concepts. My teaching effort also includes training and mentoring of master-level biostatisticians,
research fellows, and junior faculty on statistical methods and data analysis through personal meetings
and email communications. Currently, I advise one master level biostatistician on statistical analysis, and
we hold weekly meetings in which I provide hands-on statistical guidance beyond our meetings with the
project PI and study team.
Significant Supporting Activities:
As an Associate Director in Biostatistics Consultation Program at Harvard Catalyst (10% of my efforts),
I lead the biostatistics consultation team based at . We consistently provide
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biostatistics support and advice to the broad scientific community at Harvard on statistical methods and
data analysis for grant application and manuscript development. In addition, I have annually given
lectures at the Harvard Catalyst Biostatistics Journal Club or ICCTR Biostatistics and Research Design
seminar and participated in the internal peer review process. Also, I have served as DSMB biostatistics
committee member for several ongoing trials.
In summary, I have a unique combination of training and expertise in medicine, nutritional epidemiology
and biostatistics, spanning both theory and practice. This combination has enabled me to make important
contributions to clinical, nutritional and public health research. With the ability to integrate diverse
fields, through my research and teaching efforts, I aim to improve the health and quality of life for people
around the world.
21
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SELECT BOARD MEETING
October 21, 2024
A work session of the Lexington Select Board was called to order at 6:30p.m. on Monday, October 21, A work session of the Lexington Select Board was called to order at 6:30p.m. on Monday,
October 21,
2024, via a hybrid meeting platform.2024, via a hybrid meeting platform.Mr. Lucente, Chair; Mr. Pato, Ms. Barry, Ms. Hai, and Mr. Sandeen, Mr. Lucente, Chair; Mr. Pato, Ms. Barry, Ms.
Hai, and Mr. Sandeen,
were present, as well as Ms. Axtell, Interim Town Manager;were present, as well as Ms. Axtell, Interim Town Manager;and Ms. Katzenback, Executive Clerk.
Chair Lucente called the work session to order at 6:30pm.
ITEMS FOR INDIVIDUAL CONSIDERATION
1. Public Hearing - FY2025 Water and Sewer Rates
Chair Lucente opened the public hearing at 6:32pm.
Carolyn Kosnoff, Assistant Town Manager for Finance, reviewed the proposed Water and Wastewater Carolyn Kosnoff, Assistant Town Manager for Finance, reviewed the proposed Water and Wastewater
Carolyn Kosnoff, Assistant Town Manager for Finance, reviewed the proposed Water and Wastewater
rates for Fiscal Year 2025. Overall, the Water Enterprise had a good year. For FY24, it ended in am rates for Fiscal Year 2025. Overall, the Water Enterprise had a good year. For FY24,
it ended in am rates for Fiscal Year 2025. Overall, the Water Enterprise had a good year. For FY24, it ended in am
operating surplus of $1M which was made up of approximately $220,000 of surplus user charges, and operating surplus of $1M which was made up of approximately $220,000 of surplus user
charges, and operating surplus of $1M which was made up of approximately $220,000 of surplus user charges, and
$750,000 of non-rate revenue. Last year's retained earnings were certified by the Department of Revenue $750,000 of non-rate revenue. Last year's retained earnings were certified by
the Department of Revenue $750,000 of non-rate revenue. Last year's retained earnings were certified by the Department of Revenue
at just over $3.2M. This year’s retained earnings have not yet been certified but are estimated at $2.88M. at just over $3.2M. This year’s retained earnings have not yet been certified
but are estimated at $2.88M. at just over $3.2M. This year’s retained earnings have not yet been certified but are estimated at $2.88M.
For FY25, the water rates are proposed to go down approximately 2.2% and the wastewater rates are For FY25, the water rates are proposed to go down approximately 2.2% and the wastewater
rates are For FY25, the water rates are proposed to go down approximately 2.2% and the wastewater rates are For FY25, the water rates are proposed to go down approximately 2.2% and
the wastewater rates are
proposed to go up by approximately 5.5%. For the average household in Lexington, or a user with 70 proposed to go up by approximately 5.5%. For the average household in Lexington, or
a user with 70 proposed to go up by approximately 5.5%. For the average household in Lexington, or a user with 70
hundred cubic feet, these proposed increases and decreases would translate to an increase of hundred cubic feet, these proposed increases and decreases would translate to an increase
of hundred cubic feet, these proposed increases and decreases would translate to an increase of
approximately $30.10 on the annual bill, which is a 2.9% increase over last year. The second alternative approximately $30.10 on the annual bill, which is a 2.9% increase over last year.
The second alternative approximately $30.10 on the annual bill, which is a 2.9% increase over last year. The second alternative
would be to not decrease the water rates and leave them at the same rate at this year, but the wastewater would be to not decrease the water rates and leave them at the same rate at
this year, but the wastewater would be to not decrease the water rates and leave them at the same rate at this year, but the wastewater would be to not decrease the water rates and
leave them at the same rate at this year, but the wastewater
rates still have to increase in order to cover the budget. In this case, the average user would have an rates still have to increase in order to cover the budget. In this case, the average
user would have an rates still have to increase in order to cover the budget. In this case, the average user would have an rates still have to increase in order to cover the budget.
In this case, the average user would have an
increase of approximately $7.70 more than if water rates are decreased. This would generate a bit of increase of approximately $7.70 more than if water rates are decreased. This would
generate a bit of increase of approximately $7.70 more than if water rates are decreased. This would generate a bit of
surplus retained earnings for the year and stabilize the rates a bit. surplus retained earnings for the year and stabilize the rates a bit. surplus retained earnings for the year and
stabilize the rates a bit.
Ricki Pappo, 16 Blossomcrest Road, stated that the Town is about to launch into the high school project Ricki Pappo, 16 Blossomcrest Road, stated that the Town is about to launch into
the high school project Ricki Pappo, 16 Blossomcrest Road, stated that the Town is about to launch into the high school project Ricki Pappo, 16 Blossomcrest Road, stated that the Town
is about to launch into the high school project
and ask people to vote on a debt exclusion. It would be nice to be transparent and say that a particular rate and ask people to vote on a debt exclusion. It would be nice to be transparent
and say that a particular rate and ask people to vote on a debt exclusion. It would be nice to be transparent and say that a particular rate and ask people to vote on a debt exclusion.
It would be nice to be transparent and say that a particular rate
has gone down, thereby the Town is going to pass the rate decrease onto the public. has gone down, thereby the Town is going to pass the rate decrease onto the public. has gone down,
thereby the Town is going to pass the rate decrease onto the public.
The Board agreed to allow additional time for public comment and as such will reopen a hearing at the The Board agreed to allow additional time for public comment and as such will reopen
a hearing at the The Board agreed to allow additional time for public comment and as such will reopen a hearing at the
November 8, 2024 Select Board meeting. November 8, 2024 Select Board meeting.
DOCUMENTS:
FY2025WaterandSewerRateMemo&Analysis, FY2025 Water and Sewer Rate FY2025WaterandSewerRateMemo&Analysis, FY2025 Water and Sewer Rate
Presentation
2. Discussion on the Police Solar Canopy Project - Federal Funding Potential Discussion on the Police Solar Canopy Project - Federal Funding Potential
Mike Cronin, Director of Facilities, explained that in 2023, Article 16 I at Town Meeting appropriated
$3.4M to construct and install a solar canopy system. The project was approved by the HDC. As part of
the scope of work Fletcher Field work has been completed. There was $376,000 allocated to that work,
leaving a balance of approximately $33,023,000. After discussing the project with the GC, the balance of
the work came out to approximately $4.2M, putting the entire project over budget by approximately
$1.2M. A couple of opportunities to simplify the design are being considered. The considerations are
regarding making the connection points much simpler. This will lead to a reduction in hundreds of man
hour of welding. This may lead to approximately $800,000 in a reduction of cost and it reduces the
tonnage of steel needed. Also, instead of pricing the project into three separate components - solar panels,
battery, and the structure, the Town is going to offer this entire project out to bid as one package. There
will be a significant efficiency to have one vendor do the entire project. A request was sent to the State for
some additional congressionally directed funding in the amount $1.24M which was accepted. The award
is being postponed until after the Presidential election. In case this does not go through, staff decided to
put the exact same amount on the Special Town Meeting Warrant for this fall. This project is also subject
to the IRA Direct Pay, with a potential for 30%-40% of the project having a refund at the end.
In response to a question from Ms. Barry, Ms. Kosnoff explained that for Town Meeting, the request will
be for a debt appropriation. If the Town finds out before the construction starts that it was awarded the
congressional funding, it will rescind that bond authorization. Otherwise, it will borrow for this.
Mr. Pato noted that the Town completes solar canopies in a lot of places, but this is an exceptional one, Mr. Pato noted that the Town completes solar canopies in a lot of places, but
this is an exceptional one,
due to its location in an historic district with the design leading to a much more expensive project than the due to its location in an historic district with the design leading to a
much more expensive project than the
Town normally would consider. However, it will pay for itself in a short number of years and then Town normally would consider. However, it will pay for itself in a short number of years
and then
generate revenue for the Town.
DOCUMENTS:
Article 5 Presentation
3. Update on the Lexington High School Project Update on the Lexington High School Project
Julie Hackett, Superintendent of Schools, explained that the issue is that the High School was built nearly Julie Hackett, Superintendent of Schools, explained that the issue is that
the High School was built nearly Julie Hackett, Superintendent of Schools, explained that the issue is that the High School was built nearly Julie Hackett, Superintendent of Schools,
explained that the issue is that the High School was built nearly
75 years ago. It is an outdated building and is deteriorating. It lacks full ADA compliance. It does not 75 years ago. It is an outdated building and is deteriorating. It lacks full
ADA compliance. It does not 75 years ago. It is an outdated building and is deteriorating. It lacks full ADA compliance. It does not 75 years ago. It is an outdated building and is
deteriorating. It lacks full ADA compliance. It does not
have enough space for students with disabilities to be educated properly. The school is at risk of system have enough space for students with disabilities to be educated properly. The
school is at risk of system have enough space for students with disabilities to be educated properly. The school is at risk of system
failure. It is increasingly more costly to operate. It is not energy efficient. The air quality is substandard. failure. It is increasingly more costly to operate. It is not energy efficient.
The air quality is substandard. failure. It is increasingly more costly to operate. It is not energy efficient. The air quality is substandard.
There are leaks in the roof, HVAC, and boiler systems yearly.There are leaks in the roof, HVAC, and boiler systems yearly.There is no natural light in the classrooms. There is no natural
light in the classrooms.
Some of the classrooms are 26% smaller than the recommended sizes from the Massachusetts School Some of the classrooms are 26% smaller than the recommended sizes from the Massachusetts
School Some of the classrooms are 26% smaller than the recommended sizes from the Massachusetts School Some of the classrooms are 26% smaller than the recommended sizes from the Massachusetts
School
Building Authority (MSBA). There are inadequate science labs, performing arts spaces, and spaces for Building Authority (MSBA). There are inadequate science labs, performing arts spaces,
and spaces for Building Authority (MSBA). There are inadequate science labs, performing arts spaces, and spaces for Building Authority (MSBA). There are inadequate science labs, performing
arts spaces, and spaces for
large core areas such as the cafeteria, gymnasium, etc. The school is significantly overcrowded. The core large core areas such as the cafeteria, gymnasium, etc. The school is significantly
overcrowded. The core large core areas such as the cafeteria, gymnasium, etc. The school is significantly overcrowded. The core
spaces were built for 1,850 students, and the school has reached peak enrollment this year at 2,420 spaces were built for 1,850 students, and the school has reached peak enrollment this
year at 2,420 spaces were built for 1,850 students, and the school has reached peak enrollment this year at 2,420
students, which exceeds the planned operating capacity by about 600 students. students, which exceeds the planned operating capacity by about 600 students. students, which exceeds
the planned operating capacity by about 600 students.
In March 2022, the MSBA invited the Town into its capital pipeline. The three statements of interest, or In March 2022, the MSBA invited the Town into its capital pipeline. The three
statements of interest, or In March 2022, the MSBA invited the Town into its capital pipeline. The three statements of interest, or In March 2022, the MSBA invited the Town into its
capital pipeline. The three statements of interest, or
essentially grant applications, were submitted. Regarding the funding for this pipeline, one penny on essentially grant applications, were submitted. Regarding the funding for this pipeline,
one penny on essentially grant applications, were submitted. Regarding the funding for this pipeline, one penny on
every dollar of the State’s 6.25% sales tax goes to school construction projects. There are nine MSBA every dollar of the State’s 6.25% sales tax goes to school construction projects.
There are nine MSBA every dollar of the State’s 6.25% sales tax goes to school construction projects. There are nine MSBA
modules to follow and the charge of the School Building Committee (SBC) is to shepherd the process and modules to follow and the charge of the School Building Committee (SBC) is to shepherd
the process and modules to follow and the charge of the School Building Committee (SBC) is to shepherd the process and
deliver a cost efficient and educationally appropriate project to the MSBA, which they will make a final deliver a cost efficient and educationally appropriate project to the MSBA, which
they will make a final deliver a cost efficient and educationally appropriate project to the MSBA, which they will make a final
decision on. Modules 1 and 2 have been completed. Module 3 is the feasibility study phase. This is decision on. Modules 1 and 2 have been completed. Module 3 is the feasibility study
phase. This is
approximately a 13-month process prescribed by the MSBA. It was entered into in November 2023 and approximately a 13-month process prescribed by the MSBA. It was entered into in November
2023 and
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will finish around December 2024 in collaboration with the project team. On November 12will finish around December 2024 in collaboration with the project team. On November 12, the SBC
will vote for the preferred schematic design to recommend to the MSBA. will vote for the preferred schematic design to recommend to the MSBA.
Recent developments include narrowing the design options from six to one. Outside experts are analyzing
the costs for the project and the third round of this will occur in August 2025 for a final cost. From the
first round to the second round of cost estimates, they decreased a little. There are three different types of
construction being considered, a renovation/addition (ad/reno), new construction on the fields, and new
constructions phased in place. The total project cost includes the base project. The base project is the
school itself at 440,000 s.f., the central office/extra student space at 20,000 s.f., and the renovated field
house at 34,000 s.f. The total cost with grants and rebates reflects backing out the $100M from the MSBA
and around $40M from grants and rebates. This does not include the Capital Stabilization Fund, around
$40M, or other sources of potential revenue.
Bloom, which is the new construction on fields option, is one of the two options that the SBC voted on
today. It is one of the least expensive new construction options out of the six on the table.It has the
shortest construction duration at four and a half years. It stays off Center track, Center playground, and
C1, C2, and C7 playing fields.This option was formally endorsed by the Recreation Committee.There
are no modular units required with this option, and it reconstructs and improves playing fields. It has level
one program adjacencies, flexibility of program organization, a good civic presence, and visibility of the
main entry from Worthen Road.Cons for this type of option include that part of the building is on
undeveloped land, construction is close to the existing school, and there are a large number of
photovoltaic canopies between the building and Worthen road.
Weave is new construction phased in place. This would mean taking one existing wing of the High Weave is new construction phased in place. This would mean taking one existing wing of
the High
School, knocking it down, building a new wing, and then repeating the process until the entire High School, knocking it down, building a new wing, and then repeating the process until
the entire High
School is replaced.This option reduces the impact on fields versus the other new construction This option reduces the impact on fields versus the other new construction
alternatives. It has flexibility of program organization, maintains the current civic presence and alternatives. It has flexibility of program organization, maintains the current civic
presence and
relationship to Muzzy Street, and has potential for outdoor classrooms.relationship to Muzzy Street, and has potential for outdoor classrooms.relationship to Muzzy Street, and has potential
for outdoor classrooms.Cons include that it is the most Cons include that it is the most
expensive option. There are 48 modular units required at a cost of $19M. It has the longest construction expensive option. There are 48 modular units required at a cost of $19M. It has
the longest construction expensive option. There are 48 modular units required at a cost of $19M. It has the longest construction
duration of six and a half years. Phased construction is more disruptive and time intensive than the new duration of six and a half years. Phased construction is more disruptive and
time intensive than the new duration of six and a half years. Phased construction is more disruptive and time intensive than the new
construction.
The plans in place would allow for over 3,600 students to fit in the High School. The SBC voted The plans in place would allow for over 3,600 students to fit in the High School. The
SBC voted The plans in place would allow for over 3,600 students to fit in the High School. The SBC voted
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unanimously to support moving forward with the Bloom and Weave options. On November 4unanimously to support moving forward with the Bloom and Weave options. On November 4unanimously
to support moving forward with the Bloom and Weave options. On November 4unanimously to support moving forward with the Bloom and Weave options. On November 4, there will
be an SBC and Recreation retreat from 12pm-3pm. This is an open meeting, and participants will be able be an SBC and Recreation retreat from 12pm-3pm. This is an open meeting, and participants
will be able be an SBC and Recreation retreat from 12pm-3pm. This is an open meeting, and participants will be able be an SBC and Recreation retreat from 12pm-3pm. This is an open meeting,
and participants will be able
to engage with members of the project team and one another as the two design options are narrowed to to engage with members of the project team and one another as the two design options
are narrowed to to engage with members of the project team and one another as the two design options are narrowed to
thth
one.On the 12, the SBC will formally vote on the preferred schematic design option, which the MSBA , the SBC will formally vote on the preferred schematic design option, which the MSBA
, the SBC will formally vote on the preferred schematic design option, which the MSBA
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will then review. On November 13, the Town will hear a citizen’s petition on the High School project at , the Town will hear a citizen’s petition on the High School project at , the
Town will hear a citizen’s petition on the High School project at
Special Fall Town Meeting. Special Fall Town Meeting.
Christian Boutwell, Vice Chair of the Recreation Committee, explained that the Committee has had the Christian Boutwell, Vice Chair of the Recreation Committee, explained that the Committee
has had the Christian Boutwell, Vice Chair of the Recreation Committee, explained that the Committee has had the
High School project as a standing agenda item for several months now. The Committee has come to High School project as a standing agenda item for several months now. The Committee has
come to High School project as a standing agenda item for several months now. The Committee has come to
realize that, although its preference would be to maintain the recreation complex intact and contiguous as realize that, although its preference would be to maintain the recreation complex
intact and contiguous as realize that, although its preference would be to maintain the recreation complex intact and contiguous as
it is, a project of this nature requires compromise throughout the community. The Committee felt that it is, a project of this nature requires compromise throughout the community. The
Committee felt that it is, a project of this nature requires compromise throughout the community. The Committee felt that it is, a project of this nature requires compromise throughout
the community. The Committee felt that
SMMA and the SBC were working in good faith with the Committee to address some of the concerns and SMMA and the SBC were working in good faith with the Committee to address some of the
concerns and SMMA and the SBC were working in good faith with the Committee to address some of the concerns and SMMA and the SBC were working in good faith with the Committee to address
some of the concerns and
arrive at a compromise solution, which is the revised Bloom plan. This shifts the structure to roughly arrive at a compromise solution, which is the revised Bloom plan. This shifts the
structure to roughly arrive at a compromise solution, which is the revised Bloom plan. This shifts the structure to roughly
south of the existing utility path, and thus off C1, C2 and the overlay field (C7).south of the existing utility path, and thus off C1, C2 and the overlay field (C7).south of the existing
utility path, and thus off C1, C2 and the overlay field (C7).The committee has
expressed continuing concerns about the bifurcation of the complex, which does detract from the current expressed continuing concerns about the bifurcation of the complex, which does
detract from the current expressed continuing concerns about the bifurcation of the complex, which does detract from the current
state of a large community park. The Committee’s fear is that this will come to feel like parks on a high state of a large community park. The Committee’s fear is that this will come
to feel like parks on a high state of a large community park. The Committee’s fear is that this will come to feel like parks on a high
school campus. The Committee urges the SBC to continue to investigate all possible options to maximize school campus. The Committee urges the SBC to continue to investigate all possible
options to maximize
connectivity between the existing fields and new fields, and between existing facilities and new facilities. connectivity between the existing fields and new fields, and between existing
facilities and new facilities.
Mr. Lucente stated that he does not want a High School of 3,600 students. He believes this is too large for Mr. Lucente stated that he does not want a High School of 3,600 students.
He believes this is too large for
a community of this size. He is concerned that moving forward with this premise ignores the issue it may a community of this size. He is concerned that moving forward with this premise
ignores the issue it may
create. The community needs to decide what other options there may be for the High School. Mr. Pato
agreed that he does not want a High School with 3,600 students in it, but the proposal is for a project that
would be flexible and could accommodate extraordinary growth but is designed for 2,400 students. The
School Master Planning Committee will be reviewing system-wide issues, such as allowing the space to
be flexible.
DOCUMENTS:
summaryofJune17SBconcerns, Memo J. Hackett to Select Board re: LHS Project 10-21-
2024
4. Special Town Meeting - 2024-1 - Article 7: Appropriate Design Funds - Harrington Athletic
Fields
Christian Boutwell explained that Article 7 is a funding request for $100,000. This request is to
appropriate funds for the design and engineering services for the construction of athletic fields at 146
Maple Street, currently the site of the Lexington Public Schools Central Offices, adjacent to the
Harrington Elementary School. These requested design funds will be used to produce a final project
design and project cost estimate in preparation for an appropriation request for construction funds at the
2025 Annual Town Meeting. In 2022, the Recreation Committee completed a comprehensive study of
athletic and outdoor recreation fields, in response to a request to quantify the athletic field needs in
Lexington. That study documented insufficient athletic fields in Town and provided general Lexington. That study documented insufficient athletic fields in Town and provided general
recommendations, site by site analyses, and recommendations for future development, including an action recommendations, site by site analyses, and recommendations for future development,
including an action
plan. The development of athletic fields at Harrington was identified as the project with the greatest plan. The development of athletic fields at Harrington was identified as the project
with the greatest
potential to increase the field inventory. The Recreation Committee put a Harrington athletic fields potential to increase the field inventory. The Recreation Committee put a Harrington
athletic fields
project on its FY25-FY29 Capital Plan with an FY28 target date. The acceptance of the High School project on its FY25-FY29 Capital Plan with an FY28 target date. The acceptance of the
High School project on its FY25-FY29 Capital Plan with an FY28 target date. The acceptance of the High School
project led the Committee to speed up to target date for this project to FY26, in the hope that the project project led the Committee to speed up to target date for this project to FY26,
in the hope that the project project led the Committee to speed up to target date for this project to FY26, in the hope that the project
could be completed prior to loss of Center rec fields, and thus ameliorate some of those losses. If the could be completed prior to loss of Center rec fields, and thus ameliorate some
of those losses. If the could be completed prior to loss of Center rec fields, and thus ameliorate some of those losses. If the
design funds request is approved, the plan is then to request an appropriation for construction funds at the design funds request is approved, the plan is then to request an appropriation
for construction funds at the design funds request is approved, the plan is then to request an appropriation for construction funds at the
2025 Annual Town Meeting. This project is contingent on approval and timing of demolition of the 2025 Annual Town Meeting. This project is contingent on approval and timing of demolition
of the 2025 Annual Town Meeting. This project is contingent on approval and timing of demolition of the
Central Office building.
Mr. Sandeen stated that he would support this as long as the scope of the project includes developing Mr. Sandeen stated that he would support this as long as the scope of the project
includes developing Mr. Sandeen stated that he would support this as long as the scope of the project includes developing Mr. Sandeen stated that he would support this as long as the
scope of the project includes developing
options for natural grass fields as well. Mr. Boutwell explained that this request does not identify the field options for natural grass fields as well. Mr. Boutwell explained that this
request does not identify the field options for natural grass fields as well. Mr. Boutwell explained that this request does not identify the field
surface. This will be part of the process in engaging the community, user groups, and the Field Surface surface. This will be part of the process in engaging the community, user groups,
and the Field Surface surface. This will be part of the process in engaging the community, user groups, and the Field Surface
Working Group. He noted that there is no intention to disrupt the solar canopies as part of this project. Working Group. He noted that there is no intention to disrupt the solar canopies
as part of this project. Working Group. He noted that there is no intention to disrupt the solar canopies as part of this project.
Mr. Lucente asked about the contingency plan if this is not approved. Mr. Boutwell explained that this Mr. Lucente asked about the contingency plan if this is not approved. Mr. Boutwell
explained that this Mr. Lucente asked about the contingency plan if this is not approved. Mr. Boutwell explained that this Mr. Lucente asked about the contingency plan if this is not
approved. Mr. Boutwell explained that this
will not solve the field crisis, at even at the current rate of usage. This project would bring the Town up to will not solve the field crisis, at even at the current rate of usage.
This project would bring the Town up to will not solve the field crisis, at even at the current rate of usage. This project would bring the Town up to
meeting the existing community needs. Taking any fields offline means that the Town will still be in a meeting the existing community needs. Taking any fields offline means that the
Town will still be in a meeting the existing community needs. Taking any fields offline means that the Town will still be in a
deficit. This project will help to reduce that impact a bit. deficit. This project will help to reduce that impact a bit. deficit. This project will help to reduce that impact a bit.
In response to a question from Mr. Sandeen, Melissa Battite explained that this project is not being In response to a question from Mr. Sandeen, Melissa Battite explained that this project
is not being In response to a question from Mr. Sandeen, Melissa Battite explained that this project is not being In response to a question from Mr. Sandeen, Melissa Battite explained
that this project is not being
designed in response to the loss of fields at the High School. This is in response to the community-wide designed in response to the loss of fields at the High School. This is in response
to the community-wide designed in response to the loss of fields at the High School. This is in response to the community-wide
deficit of fields. When the study was done, the Town is in excess of diamond fields and approximately 14 deficit of fields. When the study was done, the Town is in excess of diamond
fields and approximately 14 deficit of fields. When the study was done, the Town is in excess of diamond fields and approximately 14
rectangle fields short. In addition to the three diamonds that the Town is losing at Center during the rectangle fields short. In addition to the three diamonds that the Town is losing
at Center during the rectangle fields short. In addition to the three diamonds that the Town is losing at Center during the
construction, it is also losing four multi-use fields. construction, it is also losing four multi-use fields. construction, it is also losing four multi-use fields.
DOCUMENTS:
Art 7 Harrington Presentation Art 7 Harrington Presentation
5. Special Town Meeting - 2024-1 - Article 8: Delay Massachusetts School Building Authority Special Town Meeting - 2024-1 - Article 8: Delay Massachusetts School Building Authority
(MSBA) Filing Resolution (Citizen Petition) (MSBA) Filing Resolution (Citizen Petition)
Peter Kelley, citizen petitioner, explained that his suggestion was to look at the existing challenge and try
to deal with it in a short-term accommodation for the space and other issues presently at the High School,
while giving some breathing room to understand the consequences from the MBTA rezonings. He stated
that he does not believe the High School project should be built on the fields. The fields do not belong to
the schools; they belong to Recreation for the benefit of all citizens. The site has many complicated
wetland and storm water management issues, both costly in time and money. The site contains a 50’ deep
peat bog, unwise and expensive to build on. The project would destroy Lexington’s unique open
space/recreation complex by splitting it in half. This is likely the most valuable open space in the Town
outside of the Battle Green. Building a phased project is a much better choice. The first phase could create
a large, 172,000 s.f. building. This could be started in one year and completed by fall 2027. This building
would cost approximately $200M, less than a third of what is currently being proposed. This will allow
for an opportunity to step back and consider a new field house and additional academic space for the
future. This also gives more time to consider how many new students the revised MBTA zoning may
bring.
Ms. Hai exited the meeting at 8:22pm.
thththth
Ms. Barry stated that the SBC is taking their vote on the 12. Town Meeting is on the 13. She asked why
this is being brought to Town Meeting the day after the SBC takes its vote. Mr. Kelley asked why the
vote is being taken the day before Town Meeting. The Board could respectfully ask the SBC to hold back vote is being taken the day before Town Meeting. The Board could respectfully ask
the SBC to hold back
on deciding at this time. He has been looking for ways to be heard on this issue, but it has not happened. on deciding at this time. He has been looking for ways to be heard on this
issue, but it has not happened.
He would like to see a successful project, but there is no way a $600M+ project on the fields will win a He would like to see a successful project, but there is no way a $600M+ project
on the fields will win a
debt exclusion vote in this Town.
Mr. Kelley stated that it is absolutely important that the School Department hold onto the Harrington site. Mr. Kelley stated that it is absolutely important that the School Department
hold onto the Harrington site. Mr. Kelley stated that it is absolutely important that the School Department hold onto the Harrington site.
It is yet unclear what the MBTA zoning will mean for this Town and there need to be options available. It is yet unclear what the MBTA zoning will mean for this Town and there need to
be options available. It is yet unclear what the MBTA zoning will mean for this Town and there need to be options available.
Mr. Sandeen stated that one of the proposals mentioned by Mr. Kelley dealt with adding a temporary Mr. Sandeen stated that one of the proposals mentioned by Mr. Kelley dealt with adding
a temporary Mr. Sandeen stated that one of the proposals mentioned by Mr. Kelley dealt with adding a temporary
addition to the School. He asked if MBTA would approve a two- phase process. Mr. Kelley stated that he addition to the School. He asked if MBTA would approve a two- phase process. Mr.
Kelley stated that he addition to the School. He asked if MBTA would approve a two- phase process. Mr. Kelley stated that he
is not proposing a temporary building but a permanent structure to serve the campus into the future. is not proposing a temporary building but a permanent structure to serve the campus
into the future. is not proposing a temporary building but a permanent structure to serve the campus into the future. is not proposing a temporary building but a permanent structure
to serve the campus into the future.
MSBA needs to understand there is an issue in the community which need to be taken into consideration. MSBA needs to understand there is an issue in the community which need to be taken
into consideration. MSBA needs to understand there is an issue in the community which need to be taken into consideration. MSBA needs to understand there is an issue in the community
which need to be taken into consideration.
Mr. Lucente stated that it would be helpful to have data on what types of projects MSBA will and will not Mr. Lucente stated that it would be helpful to have data on what types of projects
MSBA will and will not Mr. Lucente stated that it would be helpful to have data on what types of projects MSBA will and will not
participate in, in order to evaluate this and other plans. participate in, in order to evaluate this and other plans.
DOCUMENTS:
Article 8 MSBA delay Motion, Art 8 MSBA delay Presentation, PicturesArticle 8 MSBA delay Motion, Art 8 MSBA delay Presentation, PicturesArticle 8 MSBA delay Motion, Art 8 MSBA delay
Presentation, PicturesArticle 8 MSBA delay Motion, Art 8 MSBA delay Presentation, Pictures
7. Vote on Affordable Housing Proposal from Causeway Development for Parcel 68- 44 Located on Vote on Affordable Housing Proposal from Causeway Development for Parcel 68- 44 Located
on Vote on Affordable Housing Proposal from Causeway Development for Parcel 68- 44 Located on
Lowell Street – This item was moved up on the agenda and addressed at this time. This item was moved up on the agenda and addressed at this time. This item was moved up on the agenda
and addressed at this time.
Mr. Lucente asked for public comment at this time. Mr. Lucente asked for public comment at this time. Mr. Lucente asked for public comment at this time.
Mark Lang, 2 Opi Circle, stated that the Town recently made a catastrophic decision to zone 227 acres for Mark Lang, 2 Opi Circle, stated that the Town recently made a catastrophic decision
to zone 227 acres for Mark Lang, 2 Opi Circle, stated that the Town recently made a catastrophic decision to zone 227 acres for
dense housing. The result was proposed to be 400-800 new units over the next 4-10 years, but the Town dense housing. The result was proposed to be 400-800 new units over the next 4-10
years, but the Town dense housing. The result was proposed to be 400-800 new units over the next 4-10 years, but the Town
now has applications for 1,100 units and counting in just one year. He recently learned of a developer now has applications for 1,100 units and counting in just one year. He recently
learned of a developer now has applications for 1,100 units and counting in just one year. He recently learned of a developer
preparing an application for a single development with 1,100 units on Hartwell Avenue. He asked why preparing an application for a single development with 1,100 units on Hartwell Avenue.
He asked why
the Board is rushing to select a developer for a Town-sponsored, partially Town funded project, when the the Board is rushing to select a developer for a Town-sponsored, partially Town
funded project, when the
MBTA zoning will produce privately funded affordable housing several times the Town's needs. He MBTA zoning will produce privately funded affordable housing several times the Town's
needs. He
asked the Board to acknowledge that the affordable housing situation has changed since the project for asked the Board to acknowledge that the affordable housing situation has changed
since the project for
parcel 68-44 was first proposed, and the need for housing no longer outweighs the burden of this parcel 68-44 was first proposed, and the need for housing no longer outweighs the burden
of this
development on this neighborhood, the increase in traffic, the usage of Town services, and the destruction
of three acres of woodland and wetland. He asked for the Board to put this project on pause until the
MBTA zoning impact is more well understood, specifically the supply and demand of affordable housing
units.
Dawn McKenna, 9 Hancock Street, stated that she supports this project as it has been well thought out
and there have been many conversations with the community. Most people think that allowing affordable
housing in Lexington means that it is 100% affordable, which is not true. Most projects, and even many
of the MBTA projects, are going to have only a small component of affordable housing. The fact that the
Town is willing to provide this piece of land and make it 100% affordable housing, means that the Town
can determine what to do with their own property for 100% affordable housing.
Bob Pressman, member of the CPC and Housing Partnership Board, explained that this proposal is for an
average of 60% of AMI, meaning that there will be people at 30% of AMI, which is the area of greatest
need in Massachusetts. The MBTA housing is at 80% of AMI, only allowing for people of higher
incomes. This is a wonderful proposal. It irks him when people object to housing but will never be able to
see the housing from where they live.
Mr. Pato stated that this project is 100% affordable and is targeting a lower AMI population. While he
shares concerns about growth in Town, this particular project adds a valuable component to the shares concerns about growth in Town, this particular project adds a valuable component
to the
community that the Town has been looking for, for a long time. Mr. Lucente agreed that this is a different community that the Town has been looking for, for a long time. Mr. Lucente
agreed that this is a different
type of affordable housing. This is not the same affordable housing that the Town will see from the type of affordable housing. This is not the same affordable housing that the Town
will see from the
MBTA zoning.
VOTE
: Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to approve Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to approve Upon
a motion duly made and seconded, the Select Board voted by roll call 4-0 to approve Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to approve
the Affordable Housing Trust, in consultation with Town Counsel, to commence negotiations with the Affordable Housing Trust, in consultation with Town Counsel, to commence negotiations
with
Causeway Development LLC on such agreements, including a land disposition agreement, as are Causeway Development LLC on such agreements, including a land disposition agreement, as are
Causeway Development LLC on such agreements, including a land disposition agreement, as are Causeway Development LLC on such agreements, including a land disposition agreement, as are
necessary for the sale of Town-owned Parcel 68-44 located on Lowell Street to Causeway Development necessary for the sale of Town-owned Parcel 68-44 located on Lowell Street to Causeway
Development necessary for the sale of Town-owned Parcel 68-44 located on Lowell Street to Causeway Development necessary for the sale of Town-owned Parcel 68-44 located on Lowell Street
to Causeway Development
LLC for the purposes of developing 100% affordable housing pursuant to Article 33 of the 2024 Annual LLC for the purposes of developing 100% affordable housing pursuant to Article 33
of the 2024 Annual LLC for the purposes of developing 100% affordable housing pursuant to Article 33 of the 2024 Annual LLC for the purposes of developing 100% affordable housing pursuant
to Article 33 of the 2024 Annual
Town Meeting.Town Meeting.
8. Endorse Affordable Housing Trust Board of Trustees' Application to the Community Preservation Endorse Affordable Housing Trust Board of Trustees' Application to the Community Preservation
Endorse Affordable Housing Trust Board of Trustees' Application to the Community Preservation
Committee for Funding
Elaine Tung, Chair the Affordable Housing Trust, explained that the Trust’s charge is for the preservation Elaine Tung, Chair the Affordable Housing Trust, explained that the Trust’s
charge is for the preservation Elaine Tung, Chair the Affordable Housing Trust, explained that the Trust’s charge is for the preservation Elaine Tung, Chair the Affordable Housing Trust,
explained that the Trust’s charge is for the preservation
and creation of affordable housing for the benefit of low- and moderate-income households, and for the and creation of affordable housing for the benefit of low- and moderate-income
households, and for the and creation of affordable housing for the benefit of low- and moderate-income households, and for the and creation of affordable housing for the benefit of
low- and moderate-income households, and for the
funding of community housing. This past year, the Affordable Housing Trust established a formal grant funding of community housing. This past year, the Affordable Housing Trust established
a formal grant funding of community housing. This past year, the Affordable Housing Trust established a formal grant
program for applicants for the purchase of affordable housing properties that would have affordable program for applicants for the purchase of affordable housing properties that would
have affordable program for applicants for the purchase of affordable housing properties that would have affordable
restrictions in perpetuity. As part of this, the Trust gave two grants to LexHAB to purchase a two family restrictions in perpetuity. As part of this, the Trust gave two grants to LexHAB
to purchase a two family restrictions in perpetuity. As part of this, the Trust gave two grants to LexHAB to purchase a two family
and a rare four-bedroom single family. It also worked towards the development of a 40-unit 100% and a rare four-bedroom single family. It also worked towards the development of a 40-unit
100% and a rare four-bedroom single family. It also worked towards the development of a 40-unit 100% and a rare four-bedroom single family. It also worked towards the development of
a 40-unit 100%
affordable housing, family-oriented development, geared towards an average median income of 57%. In affordable housing, family-oriented development, geared towards an average median
income of 57%. In affordable housing, family-oriented development, geared towards an average median income of 57%. In affordable housing, family-oriented development, geared towards
an average median income of 57%. In
the future, the Trust will be establishing a formal grant program for applicants coming to the Affordable the future, the Trust will be establishing a formal grant program for applicants
coming to the Affordable the future, the Trust will be establishing a formal grant program for applicants coming to the Affordable
Housing Trust for the development of affordable housing. The Trust is anticipating requesting $3M this Housing Trust for the development of affordable housing. The Trust is anticipating
requesting $3M this Housing Trust for the development of affordable housing. The Trust is anticipating requesting $3M this
year from the Community Preservation Committee. year from the Community Preservation Committee. year from the Community Preservation Committee.
Mr. Pato stated that he believes this should be supported as a combined request for this year. In future Mr. Pato stated that he believes this should be supported as a combined request
for this year. In future
years, this will be increasingly challenging and will likely need to be reconsidered. The Board stated that years, this will be increasingly challenging and will likely need to be reconsidered.
The Board stated that
affordable housing was its first priority for goals, and the Affordable Housing Trust is providing the affordable housing was its first priority for goals, and the Affordable Housing
Trust is providing the
vehicle to create and enable the lower end affordable housing. This survives as a top priority for the vehicle to create and enable the lower end affordable housing. This survives as
a top priority for the
Board, which leads him to be willing to co-sponsor this. In revisiting the goals in future years, there may Board, which leads him to be willing to co-sponsor this. In revisiting the
goals in future years, there may
be competing needs with stressed budgets.
Mr. Sandeen stated that there are significant needs being presented to the Affordable Housing Trust that
will require this level of support. Thus, he is supportive of a combined request.
Mr. Lucente stated that he believes should be an endorsement at best, or a review of all the projects that
have been applied to from CPC, which is not yet known. The Board is not the receipts of the money, so it
leading to concerns about applying jointly.
Ms. Barry stated that she would prefer to see the entire portfolio of housing numbers, and she does not
believe that speaks against the Board’s goal being for affordable housing. She does not want the
community to believe that the Board will give all of the money to the Affordable Housing Trust each
year.
Mr. Pato stated that he would like to see the Affordable Housing Trust be the sole recipient of CPC
funding, because the Trust can act throughout the year and be a timely respondent to requests.
Ms. Tung stated that the Trust has met extensively with both LexHAB and the Lexington Housing
Authority. They have indicated that they prefer all the funds come to the Affordable Housing Trust, as it
is difficult for them to know at the beginning of each funding cycle how much they will need. In terms of is difficult for them to know at the beginning of each funding cycle how much
they will need. In terms of
CPA funds, Community Housing was significantly underfunded with respect to the other buckets. As CPA funds, Community Housing was significantly underfunded with respect to the other
buckets. As
housing was the Board’s top priority for the year, it may want to consider giving funds to this idea. housing was the Board’s top priority for the year, it may want to consider giving
funds to this idea.
Mr. Lucente stated that it is difficult to balance the needs and priorities of the Town without first knowing Mr. Lucente stated that it is difficult to balance the needs and priorities
of the Town without first knowing Mr. Lucente stated that it is difficult to balance the needs and priorities of the Town without first knowing
what will be applied for. He stated that he still believes the Board should put more money into the what will be applied for. He stated that he still believes the Board should put more
money into the what will be applied for. He stated that he still believes the Board should put more money into the
Affordable Housing Trust. However, he does not yet have the full depth or appreciation for all the Affordable Housing Trust. However, he does not yet have the full depth or appreciation
for all the Affordable Housing Trust. However, he does not yet have the full depth or appreciation for all the
projects that that may come forward, and thus be doing the Town a disservice. He is not comfortable with projects that that may come forward, and thus be doing the Town a disservice.
He is not comfortable with projects that that may come forward, and thus be doing the Town a disservice. He is not comfortable with
a joint application at this time.
Mr. Lucente noted that the Board seems to be split on this item 2-2. He asked for public comment at this Mr. Lucente noted that the Board seems to be split on this item 2-2. He asked
for public comment at this Mr. Lucente noted that the Board seems to be split on this item 2-2. He asked for public comment at this Mr. Lucente noted that the Board seems to be split
on this item 2-2. He asked for public comment at this
time.
Dawn McKenna, 9 Hancock Street, stated that she is supportive of an application coming forward for any Dawn McKenna, 9 Hancock Street, stated that she is supportive of an application
coming forward for any Dawn McKenna, 9 Hancock Street, stated that she is supportive of an application coming forward for any
amount to CPC, but the State legislature set up a very specific process for deciding priorities. She stated amount to CPC, but the State legislature set up a very specific process for
deciding priorities. She stated amount to CPC, but the State legislature set up a very specific process for deciding priorities. She stated
that she is not comfortable with the notion of the Board commenting on every proposal that gets put that she is not comfortable with the notion of the Board commenting on every proposal
that gets put that she is not comfortable with the notion of the Board commenting on every proposal that gets put that she is not comfortable with the notion of the Board commenting
on every proposal that gets put
forward, as this seems to thwart the purpose of the CPC. forward, as this seems to thwart the purpose of the CPC. forward, as this seems to thwart the purpose of the CPC.
Jay Luker, Rindge Avenue, stated that he supports more funding from the CPC for affordable housing. It Jay Luker, Rindge Avenue, stated that he supports more funding from the CPC for
affordable housing. It Jay Luker, Rindge Avenue, stated that he supports more funding from the CPC for affordable housing. It
is the proper and appropriate way to fund affordable housing through public funding. is the proper and appropriate way to fund affordable housing through public funding. is the proper
and appropriate way to fund affordable housing through public funding.
Ms. Kowalski noted that any Affordable Housing Trust is a funding entity, essentially a bank. The Ms. Kowalski noted that any Affordable Housing Trust is a funding entity, essentially
a bank. The Ms. Kowalski noted that any Affordable Housing Trust is a funding entity, essentially a bank. The Ms. Kowalski noted that any Affordable Housing Trust is a funding entity,
essentially a bank. The
Affordable Housing Trust Study Committee made clear in the FAQs and presentations that many Affordable Housing Trust Study Committee made clear in the FAQs and presentations that many
Affordable Housing Trust Study Committee made clear in the FAQs and presentations that many
communities use their CPA funds solely in the housing bucket to give to the Affordable Housing Trust so communities use their CPA funds solely in the housing bucket to give to the Affordable
Housing Trust so communities use their CPA funds solely in the housing bucket to give to the Affordable Housing Trust so
that the Housing Trust can make those decisions.that the Housing Trust can make those decisions.that the Housing Trust can make those decisions.In large part because many of these needs
arise after the
funding window has closed for CPA. It is very common for a Community Preservation Committee, if it funding window has closed for CPA. It is very common for a Community Preservation Committee,
if it funding window has closed for CPA. It is very common for a Community Preservation Committee, if it
sees fit, to direct the housing funds, or a large portion of the housing funds, to the Affordable Housing sees fit, to direct the housing funds, or a large portion of the housing funds,
to the Affordable Housing
Trust.
Mr. Sandeen stated that there is no intention on the CPC to change the policy regarding who can apply. Mr. Sandeen stated that there is no intention on the CPC to change the policy regarding
who can apply.
The CPC is always going to accept valid proposals, as judged by Town Counsel.The CPC is always going to accept valid proposals, as judged by Town Counsel.The entities that are
requesting these funds are seeing significant advantages to being able to get that money through the
Affordable Housing Trust, but there is no intention to eliminate the flexibility of being able to apply for
multiple sources.
DOCUMENTS:
Afforadable Housing Trust financial summary 10.21.24
6. Special Town Meeting 2024-1 - Select Board Article Presenters and Positions
The Board discussed its assignments for various Articles. The Board agreed to address this item in depth
at its meeting on Friday morning.
DOCUMENTS:
Select Board Positions Working Document 2024 STM-1
9. Request for Special Permit to allow Gas Powered Leaf Blower Use at Fiske Common Condo
Development - Note: Request Withdrawn on 10/21/2024
It was noted that this item was withdrawn.
DOCUMENTS:
10-21-2024 Email - Withdrawal of Request, Fiske Special Permit Request Memo
10. Review Amendments to the Lexington Human Rights Committee Charge Review Amendments to the Lexington Human Rights Committee Charge
It was noted that this item was postponed to a later date.
ADJOURN
VOTE
: Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to adjourn at : Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to adjourn
at : Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to adjourn at : Upon a motion duly made and seconded, the Select Board voted by roll call 4-0 to adjourn
at
9:11pm. 9:11pm.
A true record; Attest:
Kristan Patenaude
Recording Secretary
11/18/24
Climate Leaders
Municipal
Decarbonization
Roadmap
Decarbonization Plans for
High Impact Buildings
Vehicles
Electrification Incentives & Assumptions
Whole or Partial
Building Name Heat Pump Use Type Heat Pump Type
Building Use
1
Lexington – District Compliance Determination for MBTA Communities under Section 3A of the Zoning Act
(Section 3A), Executive Office of Housing & Livable Communities, July 29, 2024.
2
Future Development Projects - Lexington Planning Department memo to the Select Board, October 2, 2024.
1
2
3
4
Fiscal Year 2025
Property Tax Classification Data Packet
Prepared FOR: Lexington Select Board
Prepared by: Lexington Assessors Office
Members of the Board
Chairman, Gregory A. Johnson
Member, Edmund C. Grant
Member, Casimir R. Groblewski
Contributing Staff
Carolyn Kosnoff, Asst. Town Manager for Finance
Robert F. Lent, Director of Assessing
Michael Golden, Asst. Director of Assessing
Property Tax Classification Hearing
November 8, 2024
CONSENT, ASSIGNMENT, ASSUMPTION AND AMENDMENT OF LOANS AND
LOAN DOCUMENTS
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This Consent, Assignment, Assumption and Amendment of Loans and Loan Documents
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(“Agreement”) is dated as of __________________, 2024, by and among SLI DOUGLAS
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HOUSE LIMITED PARTNERSHIP (the “Assignor”), a Massachusetts limited partnership, with
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an address of c/o Supportive Living, Inc., 400 West Cummings Park, Suite 6100, Woburn,
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Massachusetts 01880; DOUGLAS HOUSE INC. (the “Assignee”), a Massachusetts nonprofit
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corporation, with an address of c/o Supportive Living, Inc., 400 West Cummings Park, Suite 6100,
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Woburn, Massachusetts 01880; SUPPORTIVE LIVING, INC., a Massachusetts nonprofit
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corporation, with an address of 400 West Cummings Park, Suite 6100, Woburn, Massachusetts
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01880 (“SLI”); THE TOWN OF LEXINGTON (the “Town”), a Massachusetts municipal body
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politic and corporate, with an address of 1625 Massachusetts Avenue, Lexington, Massachusetts
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02420, and COMMUNITY ECONOMIC DEVELOPMENT ASSISTANCE CORPORATION, a
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body politic and corporate, duly organized and existing in accordance with Chapter 40H of the
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Massachusetts General Laws, with a mailing address at One Center Plaza, Suite 350, Boston,
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Massachusetts 02108 (“CEDAC” and together with the Town, the “Lenders”).
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R E C I T A L S:
WHEREAS, pursuant to that certain MassDocs Loan Agreement (the “MassDocs Loan
Agreement”) dated December 14, 2007 by and between Assignor, SLI and CEDAC, as agent for
itself and the Participating Lenders and that certain HOME Loan Agreement dated December 14,
2007 by and between Assignor and the Town (the “2007 HOME Loan Agreement”), as secured
by that certain Fee and Leasehold Mortgage, Security Agreement and Conditional Assignment of
{00091357}
C:\\Users\\kaxtell\\Desktop\\SLI - Town Consent Assignment and Assumption of Loan Documents(1668587.4).docx
4875-7710-7703.1
045982-000003
Leases and Rents dated December 14, 2007 by Assignor, as Borrower, and SLI, as Land Owner,
in favor of CEDAC, as agent for itself and the Participating Lenders and recorded in the Middlesex
South Registry of Deeds (the “Registry”) in Book 50579, Page 99 (the “MassDocs Mortgage”),
CEDAC, for itself and as agent for the Participating Lenders (as defined in the MassDocs
Mortgage) has extended the following loans (collectively, the “MassDocs Loans”) to Assignor: (i)
CBH Program Loan as evidenced by a Promissory Note in the original principal amount of
$150,000 (“CBH Note”); (ii) HIF Program Loan as evidenced by a Promissory Note in the original
principal amount of $600,000 (“HIF Note”); (iii) AHT Program Loan as evidenced by a
Promissory Note in the original principal amount of $675,000 (“AHT Note”); and (iv) Lexington
Housing Partnership-HOME Funds Loan from the Town as evidenced by a Promissory Note in
the original principal amount of $50,000 (the “2007 HOME Note” and together with the AHT
Note, HIF Note, CBH Note, MassDocs Mortgage, MassDocs Loan Agreement, the 2007 HOME
Loan Agreement, and all other documents executed in connection with the MassDocs Loans, the
“MassDocs Loan Documents”);
WHEREAS, capitalized terms not otherwise defined herein shall have the meaning given
to them in the MassDocs Loan Agreement;
WHEREAS, pursuant to that certain HOME Loan Agreement dated June 14, 2009 by and
between the Town and Assignor and with the consent of SLI (the “2009 HOME Loan
Agreement”), as secured by that certain Leasehold Mortgage, Security Agreement and Conditional
Assignment of Leases and Rents dated June 14, 2009 by and between the Town and Assignor and
recorded in the Registry in Book 53330, Page 267 (the “HOME Mortgage”), the Town has
extended a certain loan to Assignor under the Home Investor Partnerships Program (the “HOME
Loan”), which HOME Loan is evidenced by a Promissory Note in the original principal amount
of $111,498 (the “2009 HOME Note” and together with the 2009 HOME Loan Agreement, the
HOME Mortgage, and all other documents executed in connection with the HOME Loan, the
“HOME Loan Documents”);
WHEREAS, pursuant to that certain Grant Agreement dated December 14, 2007 by and
between the Town and SLI (the “Grant Agreement”), as secured by that certain Mortgage, Security
Agreement and Conditional Assignment of Leases and Rents dated December 14, 2007 by and
2
4875-7710-7703.1
between the Town and SLI and recorded in the Registry in Book 50579, Page 50 (the “CPA
Mortgage”), the Town has extended a certain loan to SLI under the Town’s Community
Preservation Act (the “CPA Loan”), which CPA Loan is evidenced by a Promissory Note in the
original principal amount of $300,000 (the “CPA Note” and together with the Grant Agreement,
the CPA Mortgage, and all other documents executed in connection with the CPA Loan, the “CPA
Loan Documents”);
WHEREAS, Section 5(d) of the Grant Agreement requires consent of the Town for
transfers of any kind or nature of any interest in the property located at 7-9 Oakland Street,
Lexington, Massachusetts, including transfers of the improvements thereon;
WHEREAS, the Property is subject to that certain Affordable Housing Restriction from
SLI and Assignor in favor of the Lenders and other Holders thereunder dated December 14, 2007
recorded with the Registry in Book 50579, Page 121 (the “Restriction”);
WHEREAS, Assignor wishes to transfer to Assignee, a 501(c)(3) charitable corporation
under common control with Assignor, for tax purposes and to better support the Project (as defined
in the Grant Agreement), subject to the Restriction: (i) its leasehold interest in the property located
at 7-9 Oakland Street, Lexington, Massachusetts (as further described and defined in the Ground
Lease, the “Property”) under that certain Ground Lease for the Property dated August 21, 2007 by
and between SLI, as landlord, and Assignor, as tenant (as evidenced by a Notice of Lease dated
August 21, 2007 recorded with the Registry in Book 50579, Page 21) (the “Ground Lease”); and
(ii) all of its right, title, and interest in and to the buildings and improvements located at the
Property (the “Improvements”) under that certain Deed of Improvements from SLI to Assignor
dated December 14, 2007 and recorded with the Registry in Book 50579, Page 25 (the “Deed”);
WHEREAS, SLI, as landlord under the Ground Lease and fee owner of the underlying
parcel of land at the Property, consents to said transfer of the Ground Lease and Deed from
Assignor and Assignee; and
WHEREAS, Assignor and SLI have requested consent from the Lenders to transfer
Assignor’s leasehold interest in the Property and interest in the Improvements to Assignee under
the MassDocs Loan Documents, HOME Loan Documents and CPA Loan Documents
(collectively, the “Loan Documents”), including the assignment and assumption of Assignor’s
3
4875-7710-7703.1
obligations under the MassDocs Loan Documents and HOME Loan Documents (together, the
“Assigned Loan Documents”), and the Lenders have agreed to grant such consent and approve
said assignment and assumption subject to the terms and provisions of this Agreement.
NOW, THEREFORE, in consideration of the foregoing and of other good and valuable
consideration the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree
as follows:
1. Subject to the terms and provisions of this Agreement, and in each case subject to
the Restriction, the Lenders consent to the following under the Loan Documents: (i) the assignment
and assumption of the Ground Lease from Assignor to Assignee; (ii) the conveyance of the
Improvements from Assignor to Assignee; and (iii) the assignment and assumption of the Assigned
Loan Documents, and the Lenders release Assignor from all of the obligations, duties, liabilities,
covenants and agreements of Assignor under and pursuant to the Assigned Loan Documents
occurring or arising from and after the date of this Agreement but only in accordance with the
terms hereof. The Lenders’ consent hereunder shall not be construed to extend to any further
assignment or transfer of the Assigned Loan Documents.
2. The Assignor hereby assigns, transfers and sets over to the Assignee all right, title,
interest and obligations of Assignor under the Assigned Loan Documents.
3. The Assignee does hereby accept the foregoing assignment and hereby assumes
and agrees to be bound by and to perform each and all of the terms, provisions, covenants,
conditions, and agreements under the Assigned Loan Documents as if it were the original party
thereto.
4. The Restriction shall be binding on Assignee automatically upon the effective date
of this Agreement without further act of the parties hereto, and the Restriction shall remain in full
force and effect as a restriction from SLI and Assignee, as Grantors, to the Holders and their
successors and assigns.
5. As amended by the terms and provisions of this Agreement, the Loan Documents
and the Restriction remain in full force and effect and enforceable according to their terms and are
hereby ratified and confirmed as amended.
4
4875-7710-7703.1
6. This Agreement may be executed in multiple counterparts, which when taken
together shall constitute one agreement binding on all the parties hereto.
7. The Lenders’ execution of this Agreement shall in no way be deemed a waiver of
the Lenders’ rights or remedies under the Assigned Loan Documents or the Restriction with
respect to any defaults of Assignor thereunder (if any).
8. Assignor and Assignee agree that the Lenders are not party to the deed of
improvements conveying the Improvements from Assignor to Assignee or any other instruments
effectuating the transfers contemplated under this Agreement, and recognize that the Lenders have
not at will not review or pass upon any of the provisions thereof. Except as expressly modified
and amended by this Agreement, neither this Agreement, the Loan Documents, nor the Restriction
shall be modified or amended in any way without the prior written consent of all parties thereto.
\[Signatures on Following Pages\]
5
4875-7710-7703.1
IN WITNESS WHEREOF, this Agreement has been executed under seal by the duly
authorized officers of the Assignor, the Assignee, SLI, the Town and CEDAC as of the date first
above written.
ASSIGNOR:
SLI DOUGLAS HOUSE LIMITED PARTNERSHIP,
a Massachusetts limited partnership
By: SLI Douglas House, Inc., its General Partner
By: ________________________
Name: Peter Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
_____________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared Peter Noonan, proved to me through satisfactory evidence of
identification, which was (a current driver’s license) (a current U.S. passport) (my personal
knowledge of the identity of the principal), to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he/she signed it voluntarily, as
President of SLI Douglas House, Inc., the general partner of SLI Douglas House Limited
Partnership, for its stated purpose as the voluntary act of SLI Douglas House Limited
Partnership.
__________________________________
Notary Public
My commission expires:
6
4875-7710-7703.1
ASSIGNEE:
DOUGLAS HOUSE INC.,
a Massachusetts nonprofit corporation
By: ________________________
Name: Peter Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
_____________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared Peter Noonan, proved to me through satisfactory evidence of
identification, which was (a current driver’s license) (a current U.S. passport) (my personal
knowledge of the identity of the principal), to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he signed it voluntarily, as
President of Douglas House Inc., for its stated purpose as the voluntary act of Douglas House
Inc..
__________________________________
Notary Public
My commission expires:
7
4875-7710-7703.1
SLI:
SUPPORTIVE LIVING, INC.,
a Massachusetts nonprofit corporation
By: ________________________
Name: Peter Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
_____________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared Peter Noonan, proved to me through satisfactory evidence of
identification, which was (a current driver’s license) (a current U.S. passport) (my personal
knowledge of the identity of the principal), to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he signed it voluntarily, as
President of Supportive Living, Inc., for its stated purpose as the voluntary act of Supportive
Living, Inc.
__________________________________
Notary Public
My commission expires:
8
4875-7710-7703.1
TOWN:
TOWN OF LEXINGTON
By: __________________________
Name:
Title:
COMMONWEALTH OF MASSACHUSETTS
____________________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared _______________________, proved to me through satisfactory
evidence of identification, which was personal knowledge, to be the person whose name is
signed on the preceding or attached document, and acknowledged to me that he/she signed it
voluntarily, as _______________________ of the Town of Lexington for its stated purpose as
the voluntary act of the Town of Lexington.
__________________________________
Notary Public
My commission expires:
9
4875-7710-7703.1
CEDAC:
COMMUNITY ECONOMIC DEVELOPMENT
ASSISTANCE CORPORATION
By: __________________________
Name:
Title:
COMMONWEALTH OF MASSACHUSETTS
____________________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared _______________________, proved to me through satisfactory
evidence of identification, which was (a current driver’s license) (a current U.S. passport) (my
personal knowledge of the identity of the principal), to be the person whose name is signed on
the preceding or attached document, and acknowledged to me that he/she signed it voluntarily,
as _______________________ of Community Economic Development Assistance
Corporation, for its stated purpose as the voluntary act of Community Economic Development
Assistance Corporation.
__________________________________
Notary Public
My commission expires:
10
4875-7710-7703.1
Overview of Douglas House Project
Supportive Living Inc (SLI
). SLI was formed in 1991 by Carrol and Doug Stephens, parents of a young man who
suffered a severe brain injury in an automobile accident. As they searched for long-term care the Stephens were
discouraged by the few options - state hospitals, nursing homes, or cost prohibitive private pay facilities. Facing this
challenge the Stephens formed SLI to provide appropriate, affordable and supportive housing for survivors of brain injury
like their son. Collaborating with the US Department of Housing and Urban Development, state and local agencies SLI
designed a unique and innovative model of care combining affordable housing and care services funded through
MassHealth. SLI opened Warren House in Woburn in 1997 and went on to develop McLaughlin House in North Reading
in 2001, Douglas House in Lexington in 2008 and Old Farm in Rockport in 2014.
Douglas House*.
In 2004 SLI purchased the former Lexington Press with plans to develop their third residential program.
The cost of renovating the project was high and required a complicated funding model including tax credits, federal, state
and local funding along with philanthropic support. By 2007 the funding and approval process were completed,
renovations began and in October 2008 the first residents moved in.
Neuro-Wellness and Education Center.
While developing Douglas House SLI was interested in creating a rehabilitation
type wellness center where residents could receive long-term physical, cognitive and social-emotional fitness activities to
aid in their recovery and quality of life. The Douglas House facility provided a lower level that could be renovated for
such use and 2012 SLI opened the Neuro-Wellness and Education Center. The center has become home to SLI’s Neuro-
Wellness and Neuro-Fit classes, and home to SLI’s education and research programs.
SLI and Douglas House have become part of the Lexington community. The town, civic organizations, schools, churches,
neighbors and other residents have welcomed and supported SLI since purchasing the property in 2024. The programs
have been extremely successful, and SLI is proud to be part of this community.
* In 2004 Doug Stephens passed away and the building was named in his memory.
Summary of Transaction
Douglas House (the “Project”) (located at 7 Oakland Road, Lexington, Massachusetts (the “Property”) is currently owned
by SLI Douglas House Limited Partnership (the “Partnership”), as ground lessee of the land and owner of the
improvements on the Property (the “Project”). The Partnership ground leased the Property from Supportive Living Inc.
(“SLI”), the fee owner of the land, on August 21, 2007 (the “Ground Lease”) and was conveyed the fee interest in the
improvements on the land by SLI on December 14, 2007 (the “Deed”). The Partnership obtained financing in 2007,
obtained additional financing from the Town of Lexington (the “Town”) in 2009, and refinanced/increased the HUD
(Section 811 Program) loan in 2010. The Project is now at year 15 and the Partnership wishes to allow the assignment of
the limited partnership interest in the Partnership to SLI and to then transfer ownership of the Project (the “Transfer”) to a
newly formed Massachusetts 501(c)(3) non-profit corporation, named Douglas House Inc. (“DHI”), as set forth in Exhibit
A Organizational Charts attached hereto (the “Transaction”). DHI will submit a Form 1023 United States IRS tax form for
recognition of exemption under 501(c)(3) of the IRS Tax Code. To effect the Transfer, the Partnership and SLI (as
applicable) intend to execute (i) a Deed of Improvements from the Partnership to DHI, (ii) an Assignment of Ground
Lease transferring the Partnership’s leasehold interest to DHI, and (iii) a Notice of Assignment of Lease evidencing the
same. Drafts of each of these transfer documents are attached hereto as Exhibit B.
As part of the Transaction, the Partnership is working with all lenders who have extended financing to the Partnership for
the Project, including the Town of Lexington who loaned the Partnership (i) a HOME Loan in the amount of $50,000 in
2007, and (ii) a HOME Loan in the amount of $111,498 in 2009; and granted SLI a CPA Grant in the amount of $300,000
in 2007. As such, we have drafted a Consent, Assignment, Assumption and Amendment of Loans and Loan Documents
(the “Agreement”), a draft of which is attached hereto as Exhibit C for the Town’s review and approval. Please note that it
is our understanding of the terms of the HOME Loan that the Partnership does not need to seek approval from the Town
for the transfer of the limited partnership interest as illustrated in “Step 1” of the Transaction (See Exhibit A), so though
we have included information on this part of the transaction for context, you will see that the Agreement addresses only
“Step 2” of the Transaction (See Exhibit A).
EXHIBIT A
Current Structure
SLI Douglas House Limited Partnership
(Massachusetts limited partnership)
General
Limited Partner
Special Limited
Partner
(99.99%)
Partner (0%)
(0.01%)
SLI Douglas House, Countryside
Michel Properties
Corporate Tax
Inc.
Limited
Credits XVII Limited
Partnership
(Massachusetts
Partnership
nonprofit corporation)
(Massachusetts
(Massachusetts
limited partnership)
limited partnership)
Step 1 – Transfer of LP Interest
SLI Douglas House Limited Partnership
(Massachusetts limited partnership)
General
Limited Partner
Partner
(99.99%)
(0.01%)
Supportive Living,
SLI Douglas House,
Inc.
Inc.
(Massachusetts
(Massachusetts
nonprofit corporation)
nonprofit corporation)
Officers and Directors:
President: Peter J. Noonan
Treasurer: Cynthia Marie
Secretary: Peter Robbins
Board Chair: Carrol E. Stephens
Director: Krystyn J. Van Vliet
Director: Darryl Fess
Director: Peter Robbins
Director: Timothy Kelliher
Step 2 – Transfer of Project to New Entity (by Assignment of Ground Lease and Deed of Improvements)
Douglas House Inc.
(Massachusetts 501(c)(3) nonprofit corporation)
Officers and Directors:
President: Peter Noonan
Treasurer: Cynthia Marie
Clerk: Peter Robbins
CEO: Peter Noonan
Chair: Darryl Fess
Director: Timothy Kelliher, MD
Director: Robert Burbidge
Director: Carrol Stephens
EXHIBIT B
UPON RECORDING, PLEASE RETURN TO:
NIXON PEABODY LLP
53 STATE STREET
BOSTON, MA 02109
ATTENTION: VIENNA KIM
DEED OF IMPROVEMENTS
FEE IMPROVEMENTS
This instrument is a deed of the described below from SLI
GRANTOR
Douglas House Limited Partnership, a Massachusetts Limited Partnership, as to
GRANTEE
Douglas House Inc., a Massachusetts Nonprofit Corporation, as . Words and phrases
appearing in this deed in upper case, bold-faced letters shall have the meanings set forth opposite
such words and phrases below:
DEED
: This Deed.
GRANTOR:
SLI Douglas House Limited Partnership, a Massachusetts Limited
Partnership, having an address of 17 Warren Avenue, Woburn,
MA 01801
GRANTEE:
Douglas House Inc., a Massachusetts Corporation, having an
address of 17 Warren Avenue, Woburn, MA 01801
CONSIDERATION:
One Dollar and other good and valuable consideration as set forth
GROUND LEASE, AS AFFECTED BYASSIGNMENT
in the
AND ASSUMPTION OF GROUND LEASE
LAND:
The parcel of land located at 7 & 9 Oakland Street, Lexington, MA
02420 as more particularly described as set forth on the attached
Exhibit A.
FEE IMPROVEMENTSLAND
: The buildings and improvements (excluding the and any
LAND
interest in the ) consisting of the following buildings and improvements:
(a)The two level building numbered 7 Oakland Street previously operated as and known as
GRANTEE
the “Lexington Press Building” to be rehabilitated by the for use as 15 residential
units together with the separate residential building numbered 9 Oakland Street.
(b)All rights, privileges, tenements, hereditaments, easements, rights-of-ways and
appurtenances to, or connected with the beneficial use or enjoyment of the afore-described
4812-1440-4978.1
buildings.
(c)All foundations, improvements, additions, alternations, fitting, fixtures, appliances and
GRANTORLAND
utility lines, and equipment belonging to that are located on or in the (but
LAND
excluding any interest in the ) and serving the buildings and other improvements
described in this definition.
GRANTOR'S PROJECT PREMISES:LAND FEE
The together with the
IMPROVEMENTS.
DOUGLAS HOUSE PROJECT:
The 15 unit residential development to be known as
Douglas House and owned and operated by the
GRANTEELAND
on the pursuant to the U.S.
Department of Housing and Urban Development Section
811 Program for Housing with Services for Persons with
GROUND LEASE.
Disabilities and the
GROUND LANDLORD: SUPPORTIVE LIVING, INC., a Massachusetts non-profit
corporation
GROUND TENANT: GRANTEE
GROUND LEASE:
The Ground Lease Agreement dated August 21, 2007 by which
GROUND LANDLORD LAND GRANTOR,
leased the to for a
term of 99 years, as more fully described in the Notice of Lease for
GROUND LEASE
the dated August 21, 2007 andrecorded on
January 9, 2008 with the Middlesex South District Registry of
Deeds at Book 50579, Page 21, as affected by that Assignment and
Assumption of Ground Lease Agreement dated of near or even
GRANTOR
date herewith by which assigned its interest in the
GROUND LEASEGRANTEE
to , as more fully described in the
DEED
Notice of Assignment of Lease to be recorded prior to this
OF IMPROVEMENTS
.
GRANTOR, CONSIDERATION, GRANTEE
Now therefore, for the hereby grants to with
QUITCLAIM COVENANTS FEE IMPROVEMENTS, FEE
the (intending that the
IMPROVEMENTS
remain real property).
FEE IMPROVEMENTS
The are granted together with the following appurtenant rights and
LAND
easements in and to the as the case may be:
LAND
(a)For support in and to all structural members located in the which are necessary
FEE IMPROVEMENTS.
for support of the
(b)For use of the existing and future plumbing drainage, electrical, telephone, cable, water,
heating, ventilating, air cooling, gas, steam, exhaust, and other utilities, piping, lines, ducts,
4812-1440-4978.1
FEE
shafts and equipments, appurtenant to or which support and/or provide service to the
IMPROVEMENTS.
LAND
(c)For entry upon, and for passage on and/or through the for all purposes
GROUND LEASE,
contemplated by the including without limitation, construction, alterations,
FEE
upgrading, replacement, maintenance and repair of all or any part of the
IMPROVEMENTS GRANTEE
to enable the use by of the fee title, and other rights and
easements granted hereby.
FEE IMPROVEMENTS
The are expressly conveyed:
GROUND LEASE
(i.)Subject to the terms and provisions of the ;
(ii.)Subject to real estate taxes assessed for the taxable year ending June 30, 2025, insofar as
GRANTEE
the same are now due and payable, which taxes and amounts assumes and agrees to
LAND FEE IMPROVEMENTS
pay in so far as the same are applicable to the or the ; and
(iii.)That certain Affordable Housing Restriction dated December 14, 2007 and recorded in
the Middlesex South District Registry of Deeds at Book 50579, Page 122.
GRANTOR'S DOUGLAS HOUSE PROJECT PREMISES
For title to (which include the
FEE IMPROVEMENTS) GRANTOR
see the deed from Supportive Living, Inc. to dated
December 14, 2007 and recorded with the Middlesex South District Registry of Deeds in Book
50579, Page 25.
\[SIGNATURE PAGE FOLLOWS\]
4812-1440-4978.1
Executed as a sealed instrument as of ________________, 20__.
SLI Douglas House Limited Partnership,
a Massachusetts limited partnership
By: SLI Douglas House, Inc., its General Partner
By: ________________________________
Name: Peter J. Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
County of _______________
On this _____ day of ______________________, 20__, before me, the undersigned notary
public, personally appeared __________, as President of SLI Douglas Housing, Inc., the General
Partner of SLI Douglas House Limited Partnership, proved to me through satisfactory evidence
of identification, being (check whichever applies): ( ) driver’s license or other state or federal
governmental document bearing a photographic image, ( ) oath or affirmation of a credible
witness known to me who knows the above signatory, or ( ) my own personal knowledge of the
identity of the signatory, to be the person whose name is signed above, and acknowledged the
foregoing to be signed by him/her voluntarily for its stated purpose as President of SLI Douglas
House, Inc., the General Partner of SLI Douglas House Limited Partnership.
___________________________________
(official signature and seal of notary)
My commission expires: _______________
4894-6866-5060.2
ASSIGNMENT AND ASSUMPTION OF GROUND LEASE
Agreement
This Assignment and Assumption of Ground Lease (this “”) is made
Effective Date
_________, 2024, but is effective as of the ____ day of _______, 2024 (the “”) by
and among SLI DOUGLAS HOUSE LIMITED PARTNERSHIP, a Massachusetts limited
Assignor
partnership (“”), having a principal address at 17 Warren Avenue, Woburn, MA 01801,
Assignee
DOUGLAS HOUSE INC., a Massachusetts nonprofit corporation (“”), having a
principal address at 17 Warren Avenue, Woburn, MA 01801, and SUPPORTIVE LIVING, INC.,
Landlord
a Massachusetts non-profit corporation (“”), having a principal address at 17 Warren
Avenue, Woburn, MA 01801.
WHEREAS, Landlord and Assignor entered into that certain Lease dated August 21,
2007, a Notice of Lease dated August 21, 2007 which was recorded with the Middlesex South
Registry
District Registry of Deeds (the “”) on January 9, 2008 in Book 50579, Page 21 (as
Lease
amended, the “”), with respect to real property located at 7 & 9 Oakland Street, Lexington,
Exhibit A
Massachusetts 02420, as more particularly described on attached hereto (the
Premises
“”).
WHEREAS, Assignor desires to assign the Lease to Assignee and Assignee desires to
assume Assignor’s rights and obligations under the Lease arising from and after the Effective
Date.
WHEREAS, Landlord is willing to consent to such assignment and assumption of the
Lease, subject to the terms and conditions hereinafter set forth.
NOW, THEREFORE, in consideration of the mutual agreements contained herein and for
other good and valuable consideration, the receipt and sufficiency of which are hereby mutually
acknowledged, Assignor and Assignee hereby agree as follows:
1.Effective as of the Effective Date, Assignor hereby assigns, transfers and sets over to
Assignee all of Assignor’s right, title and interest in and to the Lease.
2.Assignee hereby assumes Assignor’s obligations under the Lease which are to be
kept, observed and performed from and after the Effective Date.
3.Assignee hereby attorns to Landlord and hereby assumes and agrees to pay, perform
and observe all of the terms, covenants, conditions and provisions contained in the Lease on the
part of the tenant thereunder to be paid, performed and observed, all as fully and effectively as if
Assignee had been named the original tenant therein.
4.Landlord hereby consents to the assignment of the Lease by Assignor to Assignee
subject to the terms and conditions of this Assignment.
1
4887-2607-9716.2
5.This Agreement shall inure to the benefit of, and shall be binding upon, Assignor and
Assignee and their respective heirs, legal representatives, successors and assigns.
\[Signature Pages Follow\]
2
4887-2607-9716.2
IN WITNESS WHEREOF, the undersigned parties have executed this Agreement as a
sealed instrument as of the date first above written.
ASSIGNOR:
SLI DOUGLAS HOUSE LIMITED
PARTNERSHIP
, a Massachusetts limited
partnership
By: SLI Douglas House, Inc., its General Partner
By: ___________________________
Name: Peter J. Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
County of ____________, ss.
On this ___ day of ___________, 202_, before me, the undersigned notary public, Peter
J. Noonan as President of SLI Douglas House, Inc., the General Partner of SLI Douglas House
Limited Partnership, personally appeared, proved to me through satisfactory evidence of
identification, which was: \[ \] at least one current document issued by a federal or state
government agency bearing the photographic image of the signatory’s face and signature, \[ \] the
oath or affirmation of a credible witness unaffected by the document or transaction who is
personally known to me and who personally knows the signatory, or \[ \] identification of the
signatory based on my personal knowledge of the identity of the signatory, to be the person
whose name is signed on the preceding or attached document, and acknowledged to me that he
signed it voluntarily for its stated purpose, as President of SLI Douglas House, Inc., the General
Partner of SLI Douglas House Limited Partnership.
(SEAL)
Notary Public
My commission expires:
\[Signatures Continue on Following Page\]
\[Signature page to Assignment and Assumption of Ground Lease\]
ASSIGNEE:
DOUGLAS HOUSE INC.
, a Massachusetts
Nonprofit Corporation
By: Supportive Living, Inc., a Massachusetts
nonprofit corporation
By: ___________________________
Name: Peter J. Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
County of ____________, ss.
On this ___ day of ___________, 202_, before me, the undersigned notary public, Peter
J. Noonan as President of Supportive Living, Inc., the sole member of Douglas House Inc.,
personally appeared, proved to me through satisfactory evidence of identification, which was: \[
\] at least one current document issued by a federal or state government agency bearing the
photographic image of the signatory’s face and signature, \[ \] the oath or affirmation of a
credible witness unaffected by the document or transaction who is personally known to me and
who personally knows the signatory, or \[ \] identification of the signatory based on my personal
knowledge of the identity of the signatory, to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he signed it voluntarily for its
stated purpose, as President of Supportive Living, Inc., the sole member of Douglas House Inc.
(SEAL)
Notary Public
My commission expires:
\[Signatures Continue on Following Page\]
\[Signature page to Assignment and Assumption of Ground Lease\]
LANDLORD:
SUPPORTIVE LIVING, INC.,
a Massachusetts non-profit corporation
By: ___________________________
Name: Peter J. Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
County of ____________, ss.
On this ___ day of ___________, 202_, before me, the undersigned notary public, Peter
J. Noonan as President of Supportive Living, Inc., personally appeared, proved to me through
satisfactory evidence of identification, which was: \[ \] at least one current document issued by a
federal or state government agency bearing the photographic image of the signatory’s face and
signature, \[ \] the oath or affirmation of a credible witness unaffected by the document or
transaction who is personally known to me and who personally knows the signatory, or \[ \]
identification of the signatory based on my personal knowledge of the identity of the signatory,
to be the person whose name is signed on the preceding or attached document, and
acknowledged to me that he signed it voluntarily for its stated purpose, as ____________ of
Supportive Living, Inc.
(SEAL)
Notary Public
My commission expires:
\[Signature page to Assignment and Assumption of Ground Lease\]
EXHIBIT A
The land with the buildings thereon situated on the westerly side of Oakland Street in said
Lexington, containing 35,372 square feet of land according to a plan entitled “Land at Lexington
Jan. 1926, F. P. Cutter, C.E.” recorded with Middlesex South District Registry of Deeds, Book
7143, Page 531. Said premises are bounded and described as follows:
EASTERLY by Oakland Street two hundred seventy-six and 45/100 (276.45) feet;
SOUTHEASTERLY by land now or formerly of the Bridge Trust one hundred seven and 42/100
(107.42) feet;
SOUTHWESTERLY by land now or formerly of the Boston & Maine R.R. twenty-six and
42/100 (26.42) feet;
WESTERLY by land now or formerly of the Boston & Maine R.R. two hundred ninety-eight and
9/10 (298.9) feet;
NORTHERLY by land of owners unknown being the remaining portion of Lot 6 on plan
hereinafter referred to, one hundred fourteen and 68/100 (114.68) feet.
Being Lots 7, 8, 9 and part of Lot 6 on a plan entitled “Plan of House Lots in Lexington Center
belonging to J.B. Winslow and J.M. Usher, Esqrs., October 1873, J.O. Goodwin, Surveyor”,
recorded with said Deeds, Plan Book 26, Plan 15, Oakland Street being called Muzzey Street on
said plan.
UPON RECORDING, PLEASE RETURN TO:
NIXON PEABODY LLP
53 STATE STREET
BOSTON, MA 02109
ATTENTION: VIENNA KIM
NOTICE OF ASSIGNMENT OF LEASE
REFERENCE is made to that certain Lease dated August 21, 2007 by and between
0
2
4
Supportive Living, Inc., a Massachusetts non-profit corporation, as landlord, and SLI Douglas
2
0
Assignor
House Limited Partnership, a Massachusetts limited partnership (“”), as tenant (the
s
t
t
Original Lease
“”), Notice of which is recorded with the Middlesex South District Registry of
e
s
Deeds in Book 50579, Page 21.
u
h
c
a
s
Said Original Lease with respect to the leased premises known as 7 & 9 Oakland Street,
s
a
Lexington, Massachusetts 02420 has been assigned by Assignor to Douglas House Inc., a
M
,
Massachusetts nonprofit corporation, having a usual place of business at 17 Warren Avenue,
n
o
t
Assignee
Woburn, MA 01801 (“”), pursuant to that certain Assignment and Assumption of
g
n
i
Assignment of Lease
Leases dated ________, 2024. As of _________, 2024 (“”), all references
x
e
to Tenant in the Original Lease will be deemed to mean Assignee.
L
,
t
e
e
r
The parties hereto expressly acknowledge that this Notice of Assignment of Lease, the
t
S
Original Lease, and the Assignment of Lease are subject to that certain Affordable Housing
d
n
Restriction dated December 14, 2007 and recorded in the Middlesex South District Registry of
a
l
k
Deeds at Book 50579, Page 122.
a
O
9
\[Signature page follows\]
&
7
:
s
s
e
r
d
d
A
y
t
r
e
p
o
r
P
4864-9608-5476.2
Effective as of _____________, 2024.
ASSIGNOR
SLI DOUGLAS HOUSE LIMITED PARTNERSHIP, a Massachusetts limited partnership
By: SLI Douglas House, Inc., its General Partner
By: ___________________________
Name: Peter J. Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
County of ____________, ss.
On this ___ day of ___________, 202_, before me, the undersigned notary public, Peter
J. Noonan as President of SLI Douglas House, Inc., the General Partner of SLI Douglas House
Limited Partnership, personally appeared, proved to me through satisfactory evidence of
identification, which was: \[ \] at least one current document issued by a federal or state
government agency bearing the photographic image of the signatory’s face and signature, \[ \] the
oath or affirmation of a credible witness unaffected by the document or transaction who is
personally known to me and who personally knows the signatory, or \[ \] identification of the
signatory based on my personal knowledge of the identity of the signatory, to be the person
whose name is signed on the preceding or attached document, and acknowledged to me that he
signed it voluntarily for its stated purpose, as President of SLI Douglas House, Inc., the General
Partner of SLI Douglas House Limited Partnership.
(SEAL)
Notary Public
My commission expires:
\[Signatures continued on the following page\]
2
4864-9608-5476.2
ASSIGNEE
DOUGLAS HOUSE INC., a Massachusetts Nonprofit Corporation
By: Supportive Living, Inc., a
Massachusetts nonprofit corporation
By: ___________________________
Name: Peter J. Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
County of ____________, ss.
On this ___ day of ___________, 202_, before me, the undersigned notary public, Peter
J. Noonan as President of Supportive Living, Inc., the sole member of Douglas House Inc.,
personally appeared, proved to me through satisfactory evidence of identification, which was: \[
\] at least one current document issued by a federal or state government agency bearing the
photographic image of the signatory’s face and signature, \[ \] the oath or affirmation of a
credible witness unaffected by the document or transaction who is personally known to me and
who personally knows the signatory, or \[ \] identification of the signatory based on my personal
knowledge of the identity of the signatory, to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he signed it voluntarily for its
stated purpose, as President of Supportive Living, Inc., the sole member of Douglas House Inc.
(SEAL)
Notary Public
My commission expires:
3
4864-9608-5476.2
EXHIBIT C
CONSENT, ASSIGNMENT, ASSUMPTION AND AMENDMENT OF LOANS AND LOAN
DOCUMENTS
This Consent, Assignment, Assumption and Amendment of Loans and Loan Documents
(“Agreement”) is dated as of __________________, 2024, by and among SLI DOUGLAS
HOUSE LIMITED PARTNERSHIP (the “Assignor”), a Massachusetts limited partnership, with
an address c/o Supportive Living, Inc., 400 West Cummings Park, Suite 6100, Woburn,
Massachusetts 01880, DOUGLAS HOUSE INC. (the “Assignee”), a Massachusetts corporation,
with an address c/o Supportive Living, Inc., 400 West Cummings Park, Suite 6100, Woburn,
Massachusetts 01880; SUPPORTIVE LIVING, INC., a Massachusetts nonprofit corporation,
with an address of 400 West Cummings Park, Suite 6100, Woburn, Massachusetts 01880
(“SLI”); THE TOWN OF LEXINGTON (the “Town”), a Massachusetts municipal body politic
and corporate, with an address of 1625 Massachusetts Avenue, Lexington, Massachusetts 02420,
and COMMUNITY ECONOMIC DEVELOPMENT ASSISTANCE CORPORATION, a body
politic and corporate, duly organized and existing in accordance with Chapter 40H of the
Massachusetts General Laws, with a mailing address at One Center Plaza, Suite 350, Boston,
Massachusetts 02108 (“CEDAC” and together with the Town, the “Lenders”).
R E C I T A L S:
WHEREAS, pursuant to that certain MassDocs Loan Agreement (the “MassDocs Loan
Agreement”) dated December 14, 2007 by and between Assignor, SLI and CEDAC, as agent for
itself and the Participating Lenders, as secured by that certain Fee and Leasehold Mortgage,
Security Agreement and Conditional Assignment of Leases and Rents dated December 14, 2007
by Assignor, as Borrower, and SLI, as Land Owner, in favor of CEDAC, as agent for itself and
the Participating Lenders and recorded in the Middlesex South Registry of Deeds (the
“Registry”) in Book 50579, Page 99 (the “MassDocs Mortgage”), CEDAC, for itself and as
agent for the Participating Lenders has extended the following loans (the “MassDocs Loans”) to
Assignor: (i) CBH Program Loan as evidenced by a Promissory Note in the original principal
amount of $150,000 (“CBH Note”); (ii) HIF Program Loan as evidenced by a Promissory Note
in the original principal amount of $600,000 (“HIF Note”); (iii) AHT Program Loan as
evidenced by a Promissory Note in the original principal amount of $675,000 (“AHT Note”);
and (iv) Lexington Housing Partnership-HOME Funds Loan from the Town as evidenced by a
Promissory Note in the original principal amount of $50,000 (“2007 HOME Note” and together
with the AHT Note, HIF Note, CBH Note, MassDocs Mortgage, MassDocs Loan Agreement,
and all other documents executed in connection with the MassDocs Loans, the “MassDocs Loan
Documents”);
WHEREAS, capitalized terms not otherwise defined herein shall have the meaning given
to them in the MassDocs Loan Agreement;
WHEREAS, pursuant to that certain HOME Loan Agreement dated June 14, 2009 by and
between the Town and Assignor (the “HOME Loan Agreement”), as secured by that certain
Leasehold Mortgage, Security Agreement and Conditional Assignment of Leases and Rents
dated June 14, 2009 by and between the Town and Assignor and recorded in the Registry in
Book 53330, Page 267 (the “HOME Mortgage”), the Town has extended a certain loan to
Assignor under the Home Investor Partnerships Program (the “HOME Loan”), which HOME
Loan is evidenced by a Promissory Note in the original principal amount of $111,498 (the “2009
HOME Note” and together with the HOME Loan Agreement, the HOME Mortgage, and all
other documents executed in connection with the HOME Loan, the “HOME Loan Documents”);
WHEREAS, pursuant to that certain Grant Agreement dated December 14, 2007 by and
between the Town, acting by and through its Board of Selectman, and SLI (the “Grant
Agreement”), as secured by that certain Mortgage, Security Agreement and Conditional
Assignment of Leases and Rents dated December 14, 2007 by and between the Town and SLI
and recorded in the Registry in Book 50579, Page 50 (the “CPA Mortgage”), the Town has
granted a certain grant to SLI under the Town’s Community Preservation Act (the “Grant”),
which Grant is evidenced by a Promissory Note in the original principal amount of $300,000 (the
“CPA Note” and together with the Grant Agreement, the CPA Mortgage, and all other
documents executed in connection with the Grant, the “CPA Grant Documents”);
WHEREAS, Section 5(d) of the Grant Agreement requires consent of the Town for
transfers of any kind or nature of any interest in the Project (as defined in the Grant Agreement),
including transfer of the improvements thereon;
WHEREAS, Assignor wishes to transfer its leasehold interest in the Property under (i)
that certain Ground Lease for the Property dated August 21, 2007 by and between SLI, as
landlord, and Assignor, as tenant (as evidenced by a Notice of Lease dated August 21, 2007
recorded with the Register in Book 50579, Page 21) (the “Ground Lease”); and (ii) that certain
Deed of Improvements from SLI dated December 14, 2007 and recorded with the Registry in
Book 50579, Page 25 (the “Deed”), to Assignee, a 501(c)(3) charitable corporation under
common control with Assignor, for tax purposes and to better support the Project;
WHEREAS, SLI, as landlord under the Ground Lease and owner of the land on the
Property, consents to said transfer of the Ground Lease and Deed from Assignor and Assignee;
and
WHEREAS, Assignor and SLI have requested consent from the Lenders to transfer
Assignor’s leasehold interest in the Property and interest in the improvements on the Property to
Assignee under the MassDocs Loan Documents, HOME Loan Documents and CPA Grant
Documents (the “Loan Documents”), including the assignment and assumption of Assignor’s
obligations under the MassDocs Loan Documents and HOME Loan Documents (together, the
“Assigned Loan Documents”), and the Lenders have agreed to grant such consent and approve
said assignment and assumption.
NOW, THEREFORE, in consideration of the foregoing and of other good and valuable
consideration the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as
follows:
1. The Lenders consent to (i) the conveyance of the Ground Lease and Deed from Assignor
to Assignee under the Loan Documents; and (ii) the assignment and assumption of the Assigned Loan
Documents, and releases Assignor from all of the obligations, duties, liabilities, covenants and agreements
of Assignor under and pursuant to the Assigned Loan Documents occurring or arising from and after the
date of this Agreement but only in accordance with the terms hereof.
2. The Assignor hereby assigns to the Assignee all right, title, interest and obligations of
Assignor under the Assigned Loan Documents.
3. The Assignee does hereby accept all duties and obligations under the Assigned Loan
Documents and hereby assumes and agrees to be bound by the Assigned Loan Documents as if it were the
original party thereto.
4. The Assigned Loan Documents shall be deemed hereafter to include the Assigned Loan
Documents and this Agreement.
5. As amended by the terms and provisions of this Agreement, the Loan Documents remain
in full force and effect and enforceable according to their terms and are hereby ratified and confirmed as
amended.
\[Signatures on Following Pages\]
IN WITNESS WHEREOF, this Agreement has been executed under seal by the duly authorized
officers of the Assignor, the Assignee, SLI, the Town and CEDAC as of the date first above written.
ASSIGNOR:
SLI DOUGLAS HOUSE LIMITED PARTNERSHIP,
a Massachusetts limited partnership
By: SLI Douglas House, Inc., its General Partner
By: ________________________
Name: Peter Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
_____________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared Peter Noonan, proved to me through satisfactory evidence of
identification, which was (a current driver’s license) (a current U.S. passport) (my personal
knowledge of the identity of the principal), to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he/she signed it voluntarily, as
President of SLI Douglas House, Inc., the general partner of SLI Douglas House Limited
Partnership, for its stated purpose as the voluntary act of SLI Douglas House Limited
Partnership.
__________________________________
Notary Public
My commission expires:
ASSIGNEE:
DOUGLAS HOUSE INC.,
a Massachusetts nonprofit corporation
By: ________________________
Name: Peter Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
_____________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared Peter Noonan, proved to me through satisfactory evidence of
identification, which was (a current driver’s license) (a current U.S. passport) (my personal
knowledge of the identity of the principal), to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he signed it voluntarily, as
President of Douglas House Inc., for its stated purpose as the voluntary act of Douglas House
Inc..
__________________________________
Notary Public
My commission expires:
SLI:
SUPPORTIVE LIVING, INC.,
a Massachusetts nonprofit corporation
By: ________________________
Name: Peter Noonan
Title: President
COMMONWEALTH OF MASSACHUSETTS
_____________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared Peter Noonan, proved to me through satisfactory evidence of
identification, which was (a current driver’s license) (a current U.S. passport) (my personal
knowledge of the identity of the principal), to be the person whose name is signed on the
preceding or attached document, and acknowledged to me that he signed it voluntarily, as
President of Supportive Living, Inc., for its stated purpose as the voluntary act of Supportive
Living, Inc.
__________________________________
Notary Public
My commission expires:
TOWN:
TOWN OF LEXINGTON
By: __________________________
Name:
Title:
COMMONWEALTH OF MASSACHUSETTS
____________________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared _______________________, proved to me through satisfactory
evidence of identification, which was (a current driver’s license) (a current U.S. passport) (my
personal knowledge of the identity of the principal), to be the person whose name is signed on
the preceding or attached document, and acknowledged to me that he/she signed it voluntarily,
as _______________________ of the Town of Lexington for its stated purpose as the
voluntary act of the Town of Lexington.
__________________________________
Notary Public
My commission expires:
CEDAC:
COMMUNITY ECONOMIC DEVELOPMENT
ASSISTANCE CORPORATION
By: __________________________
Name:
Title:
COMMONWEALTH OF MASSACHUSETTS
____________________ County, ss.
On this _____ day of _______________________, 2024, before me, the undersigned notary
public, personally appeared _______________________, proved to me through satisfactory
evidence of identification, which was (a current driver’s license) (a current U.S. passport) (my
personal knowledge of the identity of the principal), to be the person whose name is signed on
the preceding or attached document, and acknowledged to me that he/she signed it voluntarily,
as _______________________ of Community Economic Development Assistance
Corporation, for its stated purpose as the voluntary act of Community Economic Development
Assistance Corporation.
__________________________________
Notary Public
My commission expires: