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2024-11-18 SB Packet - Released
SELECT BOARD MEETING Monday, November 18, 2024 Select Board Meeting Room, 1625 Massachusetts Avenue, Lexington, MA 02420 - Hybrid Participation* 6:30 PM AGENDA EXECUTIVE SESSION 1. Exemption 6: To Consider the Purchase, Lease, Exchange, Value of Real Property- Parcel 68-44 Located on Lowell Street PUBLIC COMMENTS Public comments are allowed for up to 10 minutes at the beginning of each meeting. Each speaker is limited to 2 minutes for comment. Members of the Board will neither comment nor respond, other than to ask questions of clarification. Speakers are encouraged to notify the Select Board's Office at 781-698- 4580 if they wish to speak during public comment to assist the Chair in managing meeting times. SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS 1. Select Board Member Announcements and Liaison Reports TOWN MANAGER REPORT 1. Town Manager Weekly Update CONSENT AGENDA 1. Select Board Committee Appointments Appointments: • Council for the Arts - Mamata Banerjee, Jennifer Zacharis • Greenways Corridor Committee - Enju Liu • Housing Partnership Board - Joyce S. Murphy • Lexington Bicycle Advisory Committee - Jonathan Bemays • Lexington Center Committee - Mike Harris • Lexington Human Rights Committee - Judith Zola • Monuments and Memorials Committee - Regina Sutton • Sustainable Lexington Committee - Kavitha Venkatesan • Transportation Advisory Committee - Daniel Asta • Tree Committee - Rachel Summers 2. Approve Select Board Minutes • October 21, 2024 Select Board 3. Approve Battle Green Use Request- Lexington Historical Society- Historical Reenactment of Lexington Tea Party • Historical Reenactment of Lexington Tea Party: Saturday, December 14, 2024 from 12:30 - 2:30pm. 4. Approve Battle Green Use Request- Filming of Student Project • Tuesday, November 19, 2024 at 12:00pm 5. Approve and Sign Water and Sewer Finals ITEMS FOR INDIVIDUAL CONSIDERATION 1. Establish 2025 Annual Town Meeting and Annual Town Election Dates 7:15pm 2. Approve the Building Decarbonization Roadmap 7:25pm 3. Update on the Lexington High School Project 7:40pm 4. Approve FY2025 Tax Classification Options 8:10pm 5. Update on FY2026 Community Preservation Committee Applications 8:20pm 6. Discuss Douglas House Transfer of Ownership 8:35pm 7. Discuss Proposed 2025 Select Board Meeting Dates 8:50pm ADJOURN 1. Anticipated Adjournment 8:55pm Meeting Packet:https://lexington.novusagenda.com/agendapublic/ *Members of the public can attend the meeting from their computer or tablet by clicking on the following link at the time of the meeting: https://zoom.us/j/99739813810?pwd=bEZZNE9HK3MyYlAvcWc5dONsQ0JIQT09 iPhone one-tap: +13092053325„99739813810#„„*153496# Telephone: • +1 929 205 6099 US Meeting ID: 997 3981 3810 Passcode: 153496 An Act Relative to Extending Certain State of Emergency Accommodations:https://wwvv.mass.gov/the-open-meeting-law A Financial Summit of the Select Board,Appropriation Committee, Capital Expenditures Committee and the School Committee will be held by remote participation on November 20, 2024 at 7:00pm The next regularly scheduled meeting of the Select Board will be held on Monday, December 9, 2024 at 6:30pm via hybrid participation. Hearing Assistance Devices Available on Request Le* k* All agenda time and the order of items are approximate and ,, � subject to change. Recorded by LexMedia AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Exemption 6: To Consider the Purchase, Lease, Exchange, Value of Real Property - Parcel 68-44 Located on Lowell Street ITEM PRESENTER: NUMBER: Board Discussion E.1 SUMMARY: SUGGESTED MOTION: Move that the Select Board go into Executive Session under Exemption 6: To Consider the Purchase, Lease, Exchange, Value of Real Property- Parcel 68-44 Located on Lowell Street and to reconvene in Open Session. Further, as Chair, I declare that an open meeting may have a detrimental effect on the negotiating position of the Town. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Select Board Member Announcements and Liaison Reports ITEM PRESENTER: NUMBER: Doug Lucente, Chair LR.1 SUMMARY: Under this item, Select Board Members can provide verbal updates, make announcements, as well as comment on any additional points or concerns. There are currently no written updates or announcements for the November 18, 2024 meeting. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Town Manager Weekly Update ITEM PRESENTER: NUMBER: Steve Bartha, Town Manager TM.1 SUMMARY: Under this item, the Town Manager can provide verbal updates, make announcements, as well as comment on any additional points or concerns. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 ATTACHMENTS: Description Type \Mal, 1„ipdau. 11/ Hai(kup Mau.nal 350 1775 2025 W 1,",Th,Eh'A'smsi'_7,c-1-0'hiuN sETT , b 7'61n 1fCex tn gto n Town Manager's Office Fax: (781) r manager Steve Bartha, Town Manage Axtell, Deputy Town Tel: (781) 698-4540 Kelly 861-2921 Manager To: Select Board Barth Steve lc From: a,Town NAINovembereeklyi jpd-a-t' 2024 e Date: Subject: TOWN MANAGER'S OFFICE Cooperation and collaboration ' n have s . m il ar definitions, efin ' tio ns, Y e t the difference between en them, t ho ugh subtle, tle , is s important. Cooperation involves working together toward the same end. Collaboration involves woking w ith someone to produce or create something. One can cooperate without collaborating, but one cannot collaborate without cooperating. Why am I sharing this? Because I wasmoved 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 etter f or it. Kudosfor what h at you've created! RECREATION &COMMUNITY SERVICES Lincoln Park Ribbon Cutting:A few pictures from the recen„,„„,t 1„reopening 1i101i0110,1i1a',',',n,,,0,',il„,d r,,,,,i„.,1„b1b",,1,,,1„,!,'onc, u,',,I„1tt•ln 1„g event a„g111 11 t the Lincoln Park on Wednesday November 6, 2024. .,, Ili 1,7 „ ,,,v .„''',r , 11,,,,,4„. ,,, ,,,,„,,, ,. , ,ii 41',7111 7 1 011' -,„,,, 1111111 111111'1111 .'1001°0, 00'11'01 1 ' '' '1 IL'' 1'041 ,,0010111111111,1q '011,11'0 41010„01n"'',1 00' ,,14s1s 0 ''''''''' ,I 1„1„l'h11,111, 0,1,, 1'1 11111'IIIIIIIIII°1111 "1'111'11'110m 14°11110°'''110,0000111111 111?(1"11"''''I 41, LI I' ” , k'1111„ 1 11111110 011001"1'°111,,,It, 1 ,,,,,,0,„,„ I I, 1 1 111,1110 111 111"11111111!:Ill'I'1IIIII' 'o am 1, ''pill" i' mill01,1 ,,, , 4,4,,, ' * 1 1.ill°1'n 11'' l01,11'0„,,,,,,,,,,,h1,'''I',h, '4,',',',',,''', h lvv1111, l'h l';i4 if,1;,,, H h h 1 ,N, , ,:4( „ 4 ., 1625 MASSACHUSETTS vv'NUE • LEXINGT,,, MA • 02420 Community Center:The Community Center attendance reached an all-time high of over 5.7K visitors during the week ending November 10th Congratulations in order:Congratulations to Kate DeAngelis who has received a 4„ � � � ��>IlR d l of � 1>II ° � d�4„ from the Doug i 111,ol��w, Jr i' rirl d d t,of rl for, Ar,�,ole . The Communication Board will be placed at the Community Cerner in the coming months. oh �1 rI ', �"11 I I ru, Ilr�• II Ill�q i1 � ,, �, ,��� � I Irl g� ,�4 iiI(v Pa n , ulllll� II I�Ilr�r, J r �M »vlv�P;u I (II • • ,',t�rl� j4 lul 1 r�fl*' 1, ^I, Nvlurll G i d r / Town Swimming Pool:A new shade structure has been installed at the �'';� ,IIIIII t14 °fol,I I Issl m �"��/r" Swimming Pool using ABPA funding and will be a great addition to the facility. °// °r lr're'ill/; 11,11001101,1111111 y l rr xrnmw o� '11 11,'',„„11,„1„,,,,„1111,11,,,„„„„„„„,,,,,,,11,111 j > % N',„ r Illl"�Il//J��i ,,0,1;7','''rP/I�M"V I/I rF rr •�„mvmv �''P mr pl Y l IIIIIIIIIIIII IIyIIIIIIIIIIYIIIIIIIIYIIIVrIIIIIIIIVIIfIIIYIIIIVIrIIIVIVIVIrI"o1 11id aiV'IIIIYou olll1611pllllll 1 IVlllllllllllllilllllllllhlllll III IYIYIYI ""' IIII mmiuum°°°IpllpdiiiiiP u6Vulullllllllllllll IIIIu1 I(IIII I "'�6�ruµ' ul' �hlfllmmlllllllrll .I�,l�IioU^IlI,,IoI�,�,�"ur��,I��II Ir�m,�aI:.II,Il�Wl�III,W I11�IIV'u�lI41l;�.I'Ir�'�dI•l,II'>l.;ltlm�I.�'r,'J:Is.P�II��lInI IlI nl'I;�lv.,mr:�lla1,IrlVr�!I�.„„,�,�I^�a�”�nI.oul�°,Iuw.�,I'u,�l�Ii�,,,��,'l����,1f�,1I�IuVr,,I l 1I�l,I,eleruro iuw”�l IIIII�,I��-�I�Iv1I�II1I I'm,;1I�II,(,�II I,�II,(,�I,(III,IlI,1lII�II l,II 0I�„,_l,„1I1N'�„.II�,IIIl�u�tlIII1��Il,.�u,,n,Il��II.III�.I,l,I,Il��uI�uIl,�rII,�uI.��Il�uI'��I�ul..,„°u1rWuuI"'nV`I'i1.m.'„..lI4°'l',ll'�uruur'V�"I�!IiI�,I v,�iI/li�.I 9 r�'r.IIu�Ium u,I�u1�a�IIoIId„lI,V.'IliA�,uV,i'Y�.,',I��,��'r7..IrI�II�n 6III.1�I!1�.n�NlI..p,I,sI(,,'II(,III9,rlI.II l�I�II1Iu,,�I�uI�II'I��'I��II1"II'II uI,�I II�',Irl�iiy llW'1illl'l�fr.lI1l�'I�Griilvl'l.f'llk,..'`llrll rI„-I,�,IN,%r,rI�rI�V✓'I,ri,1i�'�'i,��:Ii�vlf,,.Iin;",..iiIu:��"„I,�, IV- II !%�II.,I/GI'I”I;_u?II��I�➢"p�%/,i�I�r�/',i�I i,NI,r�,w,i��,�lro/lr/�1,�(,,.(I,;'/Ill�l,”J�ir l(�',r.'r'�7;- 1.l. il7 I�r �,�,'�'-:r,mm.'s;=y,,/r/�/,•/yw'"''iV,�,�,l/"l%/”,,�Or tr I/I,/ I I,(,! Ir;Vµ�'r. I”; I w dvl r»�„-�/I In1+,r11i I ,- uIIe»n,al i'u Im ll�,IluIo'�l,I,li,Il!„I lrIIr%loIIlI4r”l�,11l,»iil7,;,'Jyl,a, loItr h) vf, ,�- %»aImu,pI Ir 'II ?.I ,np lll,,lll I 11141111eIIIIIIIdII�IiIiIiIiIoIIdIIII�III IIIIII IIIIIIIIIIIIIo lllIlIlIlIlI1lIl1l1lIlIlIDEPARTMENT OF PUBLIC WORKS ny on n ffort to ensure theNorth Street WastewateraPtutmhpe cSotarntieornoUfpNgorratdheStPrreoejtecatn:dTAhedaTmowsSntorefeLtexdiunrgitnognaurnibvbeoilend-ctuhtteincgomceprleemteowastewater pump station Tuesday, November The completion of this pfrowjeacstterewparteesrepnutsmtpheseaintdiononsf.aT1h2e-yperof the Town's networhk olong-term sustainaproject was G,led by the DPW 11, 111111! Engineering Division with coordination from tewD�m PmAVW�Iyl IWIIIIIIIIIYIIaIIIIItplleI�u,�r/(wSp,I l„eIYIw�l�e,l,rll' ivsol� 1,uIIlIPY.6ll,;II� ,, y> '� �r,vf4 :w,1I �mO�m; � W1�III mIIIIIIIII ,sIIIIlll�I, I�I i�� �iI�VwVINmN6�JIJ Io ,1� � /m„A ;. ,,. . a ,i av �p f.rpM.''''''i' 96'IvJ6 111'11,'':,','1,1,,,H111111111 ul„ � 71�l Il4�II1IrilI1 I8'IQ NdU'11,l'1,, IIII� 17',,,��� '!,n»l rIf "" I ,,, , . /I� ''1411*;;;: iHm �,mM11:i: �I IGI I:: ,' eI 04ln 8Y'mI �IIuuU0414 4 '"Ii \ I-II y, Ip , ! fir' ` ,r 'I V "w1�r (» MJ !'"11Y1):',17:11i,11', li f 1i���mYNYVM 11'11111H111111111111,,, � y, , �� , �1 ° , W , �y1,,,,,'"'i�4 1:,,,,,,,,,,,„e,,, pao�VU, ,@ouppMI,I1 �I1q01lM '�UaI '1„,,,, : ':: : �f '',,,y00„„, 1, N','11,,1�WIIuNd,PM9IwI44IM„�lN" N6tili,°111,, dIdI1,1 "�I ,, » r : , Nk i H, IVu ''111' mI1I 1 I"'6p, '�� �'1'1111, 1M. d9 ", �� » , r"1*.''' (remVyIwl i6I1NIr'y mNU1 , � � A �N�oll� D� � ,� . , M. :74,0'41:00:;', I, /�Q, jrr` -w. h,N """I , (Iu �1I IIX� � Io" mm�IIN�w @' f, J iw "'ll �r� oII IIIII�u� 11111 � " D "�muM1,; uo . N�� II 1ilI l I mil", ' II( I lm � I o (9 ,� ''��nII [ / 1u , ^VII P�VY P l ,igowil'�B�p101 (III�I� IIIII111111IllllllllllllllllllllllllllIllllNiilfl Illll.iYjlJw''I°11' WV�q ,,�,(INII, i„ii,IUWNM a.rNV,� IIIIII'I� lIIIIII„P,II 01IIIIIIlllllllllllp iokIYTm'1:1 hoeI ',i1,,;';pBgraded system IJh6 ( IVlN VIIIIuIIIIIIIIII"� (lIIlwuluIliit to vine Bro .,dIVr.Yto,,,,,,, �v�NN� II llldI(IIIIIIlIII1�111IIIIIIIIIIIIIIIIIouisproxmy IIV)*'�III The previous station was susceptible to floodsinSgtrbeeecta.Tushee nfewt is located at a hgiieletevactoionnce, closer location, in addition to removable flood barriers, helps mtgaflooding. 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 1. On Wednesday, November 20th, 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-dweliIng 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.gpv or Ross Morrow rmorrowcVlexingtonma.gpv. Economic Development: The P(2024 Economic Development Summary Report is up on the Town website (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 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Select Board Committee Appointments ITEM PRESENTER: NUMBER: Doug Lucente, Chair C.1 SUMMARY: Category:Decision-Making Appointments: The Select Board is being asked to appoint members, as identified on the list attached to this meeting packet (Select Board Committee Appointments -November 2024), to fill vacancies on the following committees: • Council for the Arts • Greenways Corridor Committee • Housing Partnership Board • Lexington Bicycle Advisory Committee • Lexington Center Committee • Lexington Human Rights Committee • Monuments and Memorials Committee • Sustainable Lexington Committee • Transportation Advisory Committee • Tree Committee SUGGESTED MOTION: To appoint the committee members with terms as indicated in list included with the meeting packet(Select Board Committee Appointments -November 2024). Move to approve the consent. FOLLOW-UP: Select Board Office. DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 ATTACHMENTS: Description Type U) '1 Bark tic( Mamma Couw [or th( \Hs 11<(ki1l t(ki 13411 kup Mat(nal ▪ '0'110 „e'"lai harts k mall(r [or th( \Hs R1it(ki 1:3;11 kup Mat(nal U) ILL kilts ink k lorrid()r loununtt t 1,t( t kup Mat(nal 10 Nturph 1(), ( 1 lousith,Patin(rship 1.3oard 11<(k11l tILd 13411 kup Mat(nal (Y 13(ma,s lonathan I ;1/4,131k k vis()r, l(:Ilinunttt(k Rd 1:3;11 kup Mat(nal (,) Hams Nlik.( I(;1/4, k rat(r loununtt t( t(ki 13411 kup Mat(nal 0 (11 U)06 ll()Ila ftLdlth I(;1/4,Munn Rivhts loununtt t( t(ki 13411 kup Mat(nal '0'1 U)19 Sutton R(vitla Ntorlum rats and NI(unortals Cornunttt(k O kup Mat(nal t(ki '0'1 U) " nkat(san P vitha Sustainabk I ull:Y.1cm Cornunttt(k O kup Mat(nal t(ki O 08 1 \sta Dank 1 lransportat km '1,d vis()r, Comunutt(k Rd kup Mat(nal O U)0 7 Sunlin N h( r(r( loununtt t 1,t( t kup Mat(nal ▪ Bark tic( Ntanlata 1,t(sum < 1t t(ki 13411 kup Mat(nal O ta.1 harts k mall(r R sum Rda t(ki kup Mat(nal Da bt( 1<(k1ai t(ki 13411 kup Mat(nal O \sta Dank 1 1,t(sum Rda t(ki 13411 kup Mat(nal O ludith 1,t(sum 11<(kial tILd 13411 kup Mat(nal O Sun[irlI[1 N hi( 1,t(sum R1t t(ki kup Mat(nal S( t 1.3oard loununtukk \pp:Antal(rats 1No A r '0'1 kup Mat(nal Lexington MA Boards & Committees Submit Date: Oct 21, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Mamata Banerjee First Name Middle Last Name Initial Nickname Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Ms. Email Address Alternate Email Address (Optional) Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 6 What Precinct do you live in? l'W Precinct 7 Primary Phone Alternate Phone Mamata Banerjee Special ED Instructional Lexington School District Assistant EmployPr Job TitIP Work Address 55 Middleby Rd, Lexington, 02421 Which Boards would you like to apply for? Council for the Arts: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I enjoy working and developing programs that facilitate people working together. I would like to see more cultural progress in Lexington that involves residents and commercial establishments working together and that attracts people to visit Lexington. I have been working on such programs in Lexington as a volunteer and have been deeply involved with Parker's Prelude, The Drone Show, and the inauguration ceremony of the LexSeeHer statue to name a few. I also performed with a group of team members in the Discovery Day celebration in our town. By being a member of the Art Council I believe I would bring a fresh perspective to the already rich art and cultural heritage that we carry here in Lexington. Art Council Resume.docx Upload a RPsumP Why are you interested in serving on a board or commission? I am interested in serving on the committee of Lexington Arts Council simply because I deeply care for my town and I want to be involved. I would love to reach out to the broader community here and make our town more attractive to the outside world. Our town is on a major milestone with Lex250 and I anticipate that Lexington will attract a huge amount of tourists from all over the world soon. Through the Council of Art our team may all work together towards the beautification of this town and that will gain a huge momentum in tourism and help our local businesses tremendously.We can play a major role in this in upcoming months. How did you hear about the board or commission for which you are applying? I heard about this commission from Ashley Rooney. Ashley is a dear friend and we work closely on Lex250 events. We worked together as volunteers on Parker's Prelude and she mentioned this opportunity. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Mamata Banerjee Do you currently serve on another board or committee? r Yes r: No If yes, please list date of most recent Conflict of Interest Law Training. September, 2024 certificate of completion 1 .pdf Conflict of IntPrZt LawnTraining CPrtificatp - M a mata Banerjee Lexington MA Boards & Committees Submit Date: Oct 25, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Jennifer J Zacharis First Name Middle Last Name Initial Nickname Jennifer Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Ms. Email Address Alternate Email Address (Optional) jjzacharis@gmail.com Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 25 years What Precinct do you live in? l'W Precinct 1 Jennifer J Zacharis Primary Phone Alternate Phone Employer Job Title Work Address Which Boards would you like to apply for? Council for the Arts: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I have a strong interest in the arts and am an artist and member at LexArt. I have an Art education and am a lifelong learner with art and making. I have also incorporated many making projects for K-8 students during my career in the area of Education Technology. IZ_Resu me_2023.pdf Upload a Resume Why are you interested in serving on a board or commission? My time volunteering for the ACT program at the Harrington School is coming to an end and I am looking for other arts related volunteer roles in town. In this role I booked Arts and Science programs to compliment the curriculum for 8 years. I would be very excited to serve the town to promote the arts in the entire town. How did you hear about the board or commission for which you are applying? Town Email that comes on Fridays. Have you recently attended any meetings of the board or committee for which you are applying? ✓ Yes r: No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) ✓ Yes r: No Do you currently serve on another board or committee? ✓ Yes r: No If yes, please list date of most recent Conflict of Interest Law Training. Jennifer J Zacharis Conflict of IntPrPst Law Training CPrtificatp Jennifer J Zacharis Lexington MA Boards & Committees Submit Date: Oct 28, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Enju Liu First Name Middle Last Name Initial Nickname Daisy Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Dr. Email Address Alternate Email Address (Optional) enju.liu@childrens.harvard.edu Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 15 yrs What Precinct do you live in? l'W Precinct 4 Enju Liu Primary Phone Alternate Phone Assistant professor of Boston Children's Hospital Pediatrics Employer Job Title Work Address 300 Longwood ave Boston, MA 02115 Which Boards would you like to apply for? Greenways Corridor Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I majored in Nutritional Epidemiology for my PhD, and currently I am a researcher at Boston Children's Hospital, focus on maternal and child nutrition, and child growth. In my spare time I likes hiking, growing vegetable, and doing volunteer for Boyscout troop 119. I have finished walking all the GCC trails and got my Across Lexington Certificate. During pandemic, my family and I climbed lots of the mountains in MA and New Hampshire, including mount Washington HMS_CV-Enju_Liu- lulv_2024.docx Upload a Resume Why are you interested in serving on a board or commission? I enjoyed walking on the GCC trails, and I am more than happy to help and make contributions to maintain and expand those trails in Lexington, let more residents and people from around towns use the trails to improve their health and quality of lives. How did you hear about the board or commission for which you are applying? I happened to meet and talk to Mr. Mal Crawford during a boyscout eagle project event at community garden, and he made connection between Mr. Keith Ohmart and me. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No Enju Liu If yes, please list date of most recent Conflict of Interest Law Training. Conflict of IntPrPst Law Training CPrtificatp Enju Liu Lexington MA Boards & Committees Submit Date: Oct 23, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Joyce S Murphy First Name Middle Last Name Initial Nickname Joyce Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Email Address Alternate Email Address (Optional) joycesmurphy@gmail.com Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 73 What Precinct do you live in? l'W Precinct 5 Primary Phone Alternate Phone Joyce S Murphy William Raveis Real Estate Realtor EmployPr Job TitIP Work Address 1713 Mass Ave Lexington Which Boards would you like to apply for? Housing Partnership Board: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Being invested in selling homes of all price ranges in Lexington for 35 years, I have seen home ownership becoming more challenging for many. Over the years I sold a few Affordable properties at Judges way, and a Lexhab duplex unit at 5 Chestnut Lane. I have experience on the SPRD committee where discussions of affordable was housing was part of almost every meeting. Upload a RPsumP Why are you interested in serving on a board or commission? I am interested in serving on the Housing Partnership board because of my positive experience with the SPRD committee and my interest in being part of a committee that will support increasing the number of affordable housing units in Lexington. How did you hear about the board or commission for which you are applying? I heard about the Housing Partnership through member of the SPRD committee. Bestey Weiss, Wendy Maanz and Jill Hai. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No If yes, please list date of most recent Conflict of Interest Law Training. 12/18/2018 (Expired) Joyce S Murphy Conflict of IntPrPst Law Training CPrtificatp Joyce S Murphy Lexington MA Boards & Committees Submit Date: May 30, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Jonathan Bernays First Name Middle Last Name Initial Nickname Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Mr Email Address Alternate Email Address (Optional) Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 33 years What Precinct do you live in? l'W Precinct 5 Primary Phone Alternate Phone Jonathan Bernays MIT Lincoln Laboratory Senior Staff EmployPr Job TitIP Work Address 244 wood st Lexington MA 02421 Which Boards would you like to apply for? Lexington Bicycle Advisory Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Experienced bicycle mechanic, year round bike commuter, ride —2500 miles per year. Also currently part of Bike Parking Working Group. Have been attending meetings and participating in discussions. Upload a RPsumP Why are you interested in serving on a board or commission? Interested in improving conditions for cyclists, encouraging use of bicycles by wider range of population - enabling less experienced cyclists to feel comfortable riding in local area. How did you hear about the board or commission for which you are applying? Town web site. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No If yes, please list date of most recent Conflict of Interest Law Training. Conflict of IntPrPst Law Training CPrtificatP Jonathan Bernays Lexington MA Boards & Committees Submit Date: Jan 14, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Mike Harris First Name Middle Last Name Initial Nickname Mike Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Mr. Email Address Alternate Email Address (Optional) Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 21 years What Precinct do you live in? l'W Precinct 6 Primary Phone Alternate Phone Mike Harris TriCan Health COO EmployPr Job TitIP Work Address 7 Brigham Rd. Which Boards would you like to apply for? Lexington Center Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I've worked at large corporations on the executive committee level, and currently am co- founder of a health tech startup. I also serve on the board of a non-profit school and lead their Governance Committee. My wife and I raised two girls from Pilgrim Nursery School through Fiske, Diamond, and LHS and are proud residents of the town. See Linkedln profile for more details: https://www.linkedin.com/in/mikeharris-coo/ Upload a RPsumP Why are you interested in serving on a board or commission? I believe that Lexington town center is significantly underperforming for the community. It has the opportunity to be a center of commerce, social activity and sense of community, as other nearby town centers seem to function (ie Belmont, Concord). Given the size of Lexington, our tax base, and our aggregate disposable income, we have the opportunity to nurture a thriving town center bustling with activity. I would like to contribute to efforts to build that sense of community via the town center and think that my non-profit Board experience and business experience would be an asset to the committee. How did you hear about the board or commission for which you are applying? Lex Observer Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No Mike Harris If yes, please list date of most recent Conflict of Interest Law Training. Conflict of IntPrPst Law Training CPrtificatp Mike Harris Lexington MA Boards & Committees Submit Date: Oct 06, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Judith S Zola First Name Middle Last Name Initial Nickname Judy Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Ms. Email Address Alternate Email Address (Optional) judith.zola©childrens.harvard.edu Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 32 years What Precinct do you live in? l'W Precinct 7 Judith S Zola Primary Phone Alternate Phone Director, Learning and Boston Children's Hospital Professional Development Employer Job Title Work Address Which Boards would you like to apply for? Lexington Human Rights Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I am passionate about creating spaces where everyone's voice is heard and all are included and respected. I have been in the learning and development space for most of my career, at both Sodexo and Boston Children's Hospital. My profession is to bring people together, provide them skills and experiences where they grow as a professional and a human being, and create spaces where people feel psychologically safe. I want to be able to do that kind of work for the town I love. I have been involved in the LexSeeHer project as an original steering committee member. I have been very involved at Temple Emunah, the conservative synagogue in town. There I have been on the board for many years, including being the executive vice president and president of the temple. I care deeply about making sure all people feel included and honored, and it would be my pleasure and joy to serve on the Lexington Human Rights Committee. I have spoken with a former member, Lois Bruss (who has since moved out of Lexington), and she recommended that I apply. Our rabbi, Rabbi David Lerner, would also love for me to be on this committee. Thanks so much! judith_zola_resume- _october_2024.docx Upload a Resume Why are you interested in serving on a board or commission? I am passionate about inclusion and belonging, and I have done work for most of my career in both the learning and EDI space. I think that my experience both professionally, and in my lay leadership capacity at Temple Emunah, will be a benefit to the committee and to the town of Lexington as a whole. How did you hear about the board or commission for which you are applying? I heard about the opening on this board/ commission from both Lois Bruss, a former member, and Rabbi David Lerner, rabbi of Temple Emunah in Lexington. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Judith S Zola Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No If yes, please list date of most recent Conflict of Interest Law Training. Conflict of IntPrPst Law Training CPrtificatP Judith S Zola Lexington MA Boards & Committees Submit Date: Oct 19, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Regina M Sutton First Name Middle Last Name Initial Nickname Regina Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Mrs. Email Address Alternate Email Address (Optional) Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 37 years What Precinct do you live in? l'W Precinct 4 Primary Phone Alternate Phone Regina M Sutton Retired EmployPr Job TitIP Work Address Which Boards would you like to apply for? Monuments and Memorials Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Currently I have been an adjunct member of the Monuments & Memorials committee for over a year. I have been providing pertinent information to our database. I am also a volunteer at the National Archives Boston since 2017. Tasks include document database entry, photography scanning, preparing records for collections to be used by researchers. Prior to this activity I have also volunteered at the Department of Interior working for the curator at Minute Man National Park in Concord, MA for approximately 9 years. Upload a RPsump Why are you interested in serving on a board or commission? I have always had an interest in volunteering and since I began working with Linda Dixon, this appointment seemed to be a good fit for the committee. How did you hear about the board or commission for which you are applying? Via Linda Dixon Have you recently attended any meetings of the board or committee for which you are applying? r: Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r: Yes r No Do you currently serve on another board or committee? r Yes r: No If yes, please list date of most recent Conflict of Interest Law Training. Regina M Sutton Conflict of IntPrPst Law Training CPrtificatp Regina M Sutton Lexington MA Boards & Committees Submit Date: Oct 22, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Kavitha Venkatesan First Name Middle Last Name Initial Nickname Kavitha Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Email Address Alternate Email Address (Optional) kavitha.venkatesan©gmail.com Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 11 years What Precinct do you live in? l'W Precinct 9 Primary Phone Alternate Phone Kavitha Venkatesan Employer Job Title Work Address Which Boards would you like to apply for? Sustainable Lexington Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Upload a Resume Why are you interested in serving on a board or commission? How did you hear about the board or commission for which you are applying? Have you recently attended any meetings of the board or committee for which you are applying? ✓ Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) ✓ Yes r No Do you currently serve on another board or committee? ✓ Yes r No If yes, please list date of most recent Conflict of Interest Law Training. Conflict of Interest Law Training Certificate Kavitha Venkatesan Lexington MA Boards & Committees Submit Date: Aug 14, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Daniel Asta First Name Middle Last Name Initial Nickname Dan Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Email Address Alternate Email Address (Optional) asta.daniel@gmail.com Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 37 years What Precinct do you live in? l'W Precinct 7 Primary Phone Alternate Phone Daniel Asta N/A EmployPr Job TitIP Work Address Which Boards would you like to apply for? Transportation Advisory Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Extensive professional experience in positions requiring planning, budget and schedule management, including team building and leadership. See attached resume. Daniel Asta resume.pdf Upload a RPsumP Why are you interested in serving on a board or commission? Recently retired, looking to give back to the community my family and I have benefited from for decades. I am also open to serving on other boards based on needs, but feel the greatest affinity for the selections provided. How did you hear about the board or commission for which you are applying? Primarily research on town web site. In the case of Hanscom related boards, I have also had a personal interest as a close by resident since moving to Lexington. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No If yes, please list date of most recent Conflict of Interest Law Training. Conflict of IntPrPst Law Training CPrtificatP Daniel Asta Lexington MA Boards & Committees Submit Date: Oct 07, 2024 Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.govicalendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk's Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager's Office at 781-698-4540. Rachel Summers First Name Middle Last Name Initial Nickname Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Ms Email Address Alternate Email Address (Optional) Home Address Suite or Apt City State Postal Code Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 14 years What Precinct do you live in? l'W Precinct 9 Primary Phone Alternate Phone Rachel Summers self employed Designer EmployPr Job TitIP Work Address 384 Lincoln St. Lexington MA 02421 Which Boards would you like to apply for? Tree Committee: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Current non-voting member of the Tree Committee and would like to become a full member. Rachel Summers_Resume_- 2018.pdf Upload a RPsumP Why are you interested in serving on a board or commission? Through the lens of the recent election, I have come to better appreciate the work of the many, many volunteers who do so much for this town. I have the time at this stage of my life to help more, and tree advocacy is definitely in my purview of interest. How did you hear about the board or commission for which you are applying? Various town meeting member/town email updates I'd be happy to review past meetings if they were recorded, and if not, review meeting minutes. I am trying to figure out when the regular meeting times are and it appears from the minutes that they are not consistent. That said, my schedule is quite flexible generally speaking. Have you recently attended any meetings of the board or committee for which you are applying? r Yes r No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) r Yes r No Do you currently serve on another board or committee? r Yes r No If yes, please list date of most recent Conflict of Interest Law Training. Reminder email to complete training sent on 7/31/2024 Rachel Summers Conflict of IntPrPst Law Training CPrtificatp Rachel Summers Ilf'llf'f' IIIIIIIIIIIIIIIIIIII ME Road •Lemmgton, M.,02420-3236 •Phone: (4 3 •Home Phone: (4 8 •E-Mail:m m Pi Otik I am a career educator and have taught children of varying ages and abilities from different socio- economic backgrounds for over two decades. In that time, I have served as a classroom teacher for elementary school children both in the San Francisco Bay Area as well as the Greater Boston Area. Currently, I work with the Special Education department within the Lexington Public School system. I love my work as an educator and I am extremely proud to be one. I find joy in connecting with students and creating new experiences for them to nurture their sense of curiosity in the world around them. I believe it is our job as educators to facilitate a caring atmosphere where children feel empowered to grow. In my free time, I devote a lot of my energy to the arts, specifically music of various genres. I grew up a music lover and was fortunate enough to start learning Indian classical music and Rabindranath Tagore's works from an early age. After a gap, I resumed my musical journey during the pandemic. A few neighbors and I joined together and created a small musical team called Mesmerizing Melodies with the goal of spreading musical cheer around our community. Since I have started on this musical journey, I have choreographed singing programs that my team has performed at including our performances at the annual Lexington Discovery Day as well as other events at the Lexington Community Center and First Parish Church in Lexington. At First Parish, I helped coordinate a nonprofit event dedicated to sharing music with community seniors from various ethnic backgrounds, and this event was attended by over 70 people. I also had the honor and privilege to be part of the chorus accompanying the inauguration of the LexSeeHer monument in the Lexington town center. Lastly, as a member of the Indian Americans of Lexington (IAL) Cultural Committee, I have organized Diwali celebration services at First Parish Church and also the IAL Diwali celebration hosted this past year at Cary Hall in Lexington. Lexington Public Sc liools 08/2021 - PY esent • Successfully provide social, emotional, and academic support to various students on the autism spectrum in my capacity as a Specialized Instructional Aide (SIA). • Accompany students in their core and elective classes through the school day as well as provide them 1x1 academic and executive function support during their dedicated support blocks. • Critical skills that enable me to succeed in my role include patience, compassion, content knowledge, and a good balance of love and firmness. Lexington Community iiuiiity Ht,u(anon, Lexploi ations Summei nei Pi ogi aril 08/2023 - PY esent • Summer teacher for classes of elementary students at various schools in the Lexington, MA area. • Design and deliver weekly curriculum focused on enriching students' English Language Arts and Math skills. • Full-day lesson plans emphasize social-emotional learning, listening skills, and proficiency in reading and writing. • Lessons are delivered through storytelling, manipulatives, and hands-on techniques designed to provide students with a sensory experience to learning. PY Nate ri utoi fol Lexington Public Sc pool elemental v and middle sc 11001 students 08/2020 - PY esent • Began private tutoring service over Zoom to mitigate students' learning loss from the shift to online learning because of the COVID-19 pandemic. Gradually transitioned to in-person afterschool tutoring once schools returned in-person. • Taught students ranging in grades from kindergarten to 811' Grade fundamental concepts for their growth and development in English Language Arts. • Developed custom curriculum tailored to the needs of each student to best fit their learning style and abilities. Matti Ifni i lenient Online Suiiiliiei Pi ogi aril 06/2021 - 07/2021 • Taught 6`' Grade Language Arts curriculum including English Grammar, Paragraph and Novel Reading Comprehension, Critical Thinking and Writing,Vocabulary, and Spelling to rising middle school students at the San Francisco Bay Area-based Math Enrichment Summer Program in San Jose, CA. • Facilitated two classes with over 5() students over Zoom, managing classes' Google Classroom pages and regularly posting updates and reading assignments for students. Carilbi edge I)epartlilent of I iuiilan Services Pi ogi arils (I)I ISP) Pi es(liool/Pi e-K 08/2019 - 07/2021 • Taught at the King Open Preschool in Cambridge, MA as a Preschool/Pre-K teacher. • Enacted a curriculum centered around DHSP guidelines to help children explore their surroundings and build a social-emotional competence, among other important kindergarten readiness skills. • Led Teacher-facilitated hands-on arts and crafts projects to boost children's fine and large motor skills. BY iglit I Ioi izons, rl eele Squai e and Lexington 08/2018 - 07/2019 • Successfully taught in a lead teacher role in Bright Horizons'Junior Kindergarten Program. • Received EEC Teacher Certification from the State of Massachusetts. • Used a curriculum loosely based on the Reggio Emilia approach to childhood education in the classroom. • Encouraged students to have a hands-on learning experience by way of project-based learning. alle ge S( cool 08/2011 011 06/2018 • Taught an all-day Pre-K/Kindergarten-Prep class for 7 years in a lead teacher role. • Focused on teaching the Challenger academic curriculum, guided on the principle of focusing on children's academic excellence, as well as ensuring their physical, social, and mental development and well-being. • Used a comprehensive phonics curriculum based on how letter sounds blend together to form words to teach my students how to read small books proficiently. • Taught the introductory concepts of Mathematics, including addition, subtraction, and counting by tens, using story-based problems. • Regularly incorporated basic concepts in Science (e.g. Seasons, Weather, Animals, Bugs, Plants, Dinosaurs, etc.) through discussions and Arts & Crafts, Logic (e.g. Comparisons, Prepositions, Reading Comprehension, Why/How questions, etc.), and Historical/Cultural Insights (e.g. Presidents, Holidays, Explorers, Customs, etc.) in my daily lesson plans. • Taught Music and Songs to children to aid in their learning experience and boost their confidence on stage. • Emphasized the development of children's large and small motor skills. • Created daily lesson plans a week in advance, to be approved by my supervising director. • My favorite part of the job was spending quality time with my students and making them independent learners and readers. Math Lim( nie t StHrlirlei i ogi an 06/2011 07/2018 01 • Taught an all-day Kindergarten class for 7 summers in a lead teacher role. • Focused on teaching a Common-Core based English and Mathematics summer school curriculum to a diverse group of students from different types of preschool programs. • My favorite part of the job was having the opportunity to interact with and teach a large diversity of children from different ethnic and family backgrounds. Evei een Elemental Sc ool est lct 08/2010 010 06/2011 • Taught as an Instructional aide in an elementary classroom for one school year. • Met with homeroom teacher and worked with groups of children to develop reading, writing, and social skills. • Acted as a communicator, phone coordinator, and translator for the district Categorical Department to invite parents for the district's Parent University classes. • Displayed excellent interpersonal skills, employing tact, patience, and courtesy while handling various situations. Small Business Enti epi eneui/Lli ensed Tea( iei 02/200,5 005 07/2010 010 • Taught and managed my own licensed child-care/preschool facility at home for over 5 years. • Strived to create a loving, nurturing, and welcoming environment for my students. • Followed nationally accredited Preschool Curriculums including High Reach Learning and Zoo Phonics. • Employed two additional certified staff members to achieve a concentrated small-group learning environment, with a low child-teacher ratio. • Focused on developing kindergarten-readiness among my students in a homely atmosphere. Witt(( a.t.i(., 1 ECE 06/2007 0,5/2009 • Certified with Early Childhood Education Certification from UC Santa Cruz with 29 units ECE 11/2018 0 12/2018 /` 0 • Successfully completed PS 103-W3 Child Development class from Fischer College G a(-uation 06/1990 07/1993 • Graduated with Honors in English Literature from University of Burdwan, India • Equivalent to Associate Degree from an accredited U.S. college/university • Equivalent to 90.0 semester units of U.S. coursework towards a Bachelors Degree in Education Coni p,tei s 01/1996 12/1997 /199 • Completed Computer Diploma, MS Office suite, Programming language from B1'1'ECH, Chennai, India. Passions • I deeply care for the world around me and seek to make a positive impact in my personal capacity as a mom, educator, and citizen of the world. • In my free time, I volunteer for various causes that are close to my heart. Here are a few: o TED-Ed club: I am a certified TED Educator and I started the first TED-Ed student talks club in the Lexington School District this past year. I volunteer for this club afterschool every week, and in our inaugural year, the club had 28 student speakers who successfully completed the TED curriculum and presented their own individual TED-style Talk at Clarke Middle School. o Volunteering for Seniors: I am an active member of this charitable organization dedicated to improving the lives of senior citizens all over Massachusetts. Blending a personal hobby of mine in singing, I organize karaoke events for seniors in different local churches. o Green Team: To advance ecologically-friendly initiatives, I was a core member of the Clarke student-run Green Team where we organized events to heighten environmental consciousness and student wellbeing. Events included multiple "Walk and Roll" days where students were encouraged to walk or bike to school, trash collection and beautification projects around Clarke Middle School, and cafeteria waste reduction initiatives. o Equity Team: As a believer in DEI and allyship, I was a core member of the Clarke staff-run Equity team which focused on improving the experience of marginalized groups at Clarke. I organized events celebrating monthly heritage months along with a Clarke-wide Diversity Day that showcased the many cultures represented at Clarke. JENNIFER EXPERIENCE ZACHARISTECHNOLOGY INTEGRATIONIST/MAKERSPACE COORDINATOR THE PIKE SCHOOL I AUG 2013 - DEC 2021 26 AVENUE • Guide teachers with technology integration options to amplify their teaching, as well as provide assistance to ensure that LEXINGTON, MA 02420 students become responsible digital citizens (781) • Teach Makerspace classes to the Lower School and offer lessons and support in the Upper School throughout the year to ®GMAIL.COM encourage creative thinking, innovation and global connections • Provide high quality technology communication for Faculty and SUMMARYStaff professional growth, increased student independence and outreach to the parent community • Created, developed and taught programming for a Technology • Encouraged teachers & students Intern Course for Master's Degree students enrolled in the Pike to expand their use of tech in the Intern program in collaboration with Lesley University classroom for over 20 yrs • Member and contributor to the Health and Wellness Committee, the Sustainability Committee and the National SEED project • Completed coursework for the • Participated in, NuVu Innovation Camp for Educators - 2018, ISTE Certification Program Responsive Classroom Staff Training - 2019, and CPR/First Aid • Selected as a featured educator TECHNOLOGY COORDINATOR by the Erikson Institute - Tech in LEXINGTON MONTESSORI SCHOOL I 2012 - 2013 Early Childhood Center, fall 2017 Member of the Board of Trustees Managed all Tech support activities, assisted in the planning and • configuration of technology equipment, created written instructions Communications Committee at for common issue resolution, coordinated training and professional Nashoba Brooks School development opportunities for faculty and staff, and provided • Technology Leadership Program technology lessons to students as needed Certification from MassCUE TECHNOLOGY AND WEB SPECIALIST • Served as a National Park Service NASHOBA BROOKS SCHOOL I 2001 - 2012 EMT certified Park Ranger Helped form the Lexington Expanded the use of technology in the classroom, • organized collaborative opportunities for faculty to share and Community Farm Coalition, which implement new technologies, and solved hardware, software and saved a local farm and opened networking issues Taught weekly technology classes for preschool, the first Community Farm in kindergarten, and grades 4 & 5, and provided technology leadership Lexington in 2014 opportunities for students and programs to enhance students • PTA Coordinator of visiting Arts engineering skills and inspire confidence Wrote a broad collection and Science programs to support of technical instructions for faculty/staff reference, and maintained and enrich the curriculum at the and updated the school website Harrington School in Lexington PREVIOUS EXPERIENCE - INFO AVAILABLE UPON REQUEST • Graduate of Lexington Citizens Instructional Tech Specialist (Tenacre Country Day), Academy in December of 2019 Program Director (Munroe Center for the Arts), Online • Volunteer with the Lexington editor (Andover net), Assistant to Director (UMass Lowell - Mask Coalition effort to make and Center for Diversity), Park Ranger (National Park Service) distribute more than 30,000 face EDUCATION masks in 2020 • Worked with the Mass Covid UNIVERSITY OF MASSACHUSETTS AMHERST I 1988 - 1993 Vaccine Help Group formed to Major in English and Art Recipient of The UMass Amherst Studies Abroad Program Scholarship assist those in need of vaccine Early Childhood Growth and Development Course completed at appointments in 2021 Middlesex Community College - Summer 2005 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, Boston Children's Hospital 300 Longwood Avenue—Mailstop 3200, Boston, MA 02115 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 Boston Children's Hospital and Epidemiologist Clinical and Translational Research 06/2016- Associate-Scientific Department of Pediatrics Boston Children's Hospital Sept/2021 Research Sept/2021- Scientist Department of Pediatrics Boston Children's Hospital Present Major Administrative Leadership Positions: Local 2021- Associate Director-Consultations Harvard Catalyst Biostatistics Program Committee Service: Local 2020- Data Safety Monitoring Board(Swallow Boston Children's Hospital, Division of Physiology in Infants with BRUE, PI: Dr. Gastroenterology, Hepatology and Pete Duncan,NIH K23) Nutrition Member 2020- Scholarship Advisory Committee (PI: Dr. Boston Children's Hospital, Division of Bridget Hron,NIH K23) Gastroenterology, Hepatology and Nutrition Member 2022- Data Safety Monitoring Board Boston Children's Hospital, Department of (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 Boston Children's Hospital, Department of verses two-stage Fowler-Stephens Urology orchidopexy for abdominal cryptorchidism: A Randomized Controlled Trial, PI: Dr. Member Estrada, Carlos) 2022- Data Safety Monitoring Board(A 90-day, Boston Children's Hospital, Pediatric Phase 3, Open Labeled Exploratory Study surgery 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 Crohn's and Colitis Foundation 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 Retroviruses and Opportunistic infection Infection 3 2019 Annual Recognition Boston Children's Hospital, Excellent performance for the 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(PL•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 1(24 HD058795 NICHD/NIDDK K24DK104676 Role: Biostatistician(PL• 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 Crohn's Colitis. 2019-2021 Delayed puberty: causes and consequences, genotypes and phenotypes NIH/NICHD R01 HD090071 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 R21 DK 123 63 6 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 translation projects. I am in charge of all the requests from Boston Children's Hospital, at same time provide expertise and support to investigators from other institutions within Harvard community. Current 2018-2023 The LRPS Pathway and Osteoblast Function in Osteogenesis Imperfecta NIH/NIAMS SR01 AR071342 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 Boston Children's Hospital. 2019-2023 Predictors and consequences of gestational weight gain in LIMIC setting Bill and Melinda Gates Foundation Role: Site-Investigator(PL• 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 Children's Hospital. 2020-2025 Low Dose Interleukin-2 for Regulatory T cell Modulation and the Treatment of Crohn's Disease NIH/NIDDK RO1 DK126448 Role: Biostatistician(PL• Scott Snapper) The goal of this Phase lb/2a clinical trial is to determine the safety of low-dose interleukin-2 in patients with Crohn's disease and assess the clinical and immune effects 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 RO1 Role: Biostatistician(PL• 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-plea 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 Composition in Adolescents with Crohn's Disease NIH/K23 Role: Biostatistics advisor(PI: Rebecca Gordon) The goal of the project is to examine bone marrow composition and bone density in adolescents with newly diagnosed Crohn's Disease(cross-sectional) and one year later (longitudinal), to evaluate the impact of Crohn's Disease inflammatory activity on marrow 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(PL• 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: 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 Boston Children's Hospital Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks investigators and assistants 2017 Longitudinal Study Design and Analysis Boston Children's Hospital Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks investigators and assistants 2018 Longitudinal Study Design and Analysis Boston Children's Hospital Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks investigators and assistants 2019 Longitudinal Study Design and Analysis Boston Children's Hospital Faculty, fellows, and clinical research 3-hr sessions per week for 4 wks investigators and assistants 2019-2021 Mini-Review of Fundamental Concepts in Boston Children's Hospital 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 Boston Children's Hospital Faculty, fellows, and clinical research One-hour lecture, annually investigators and assistants 2021- Brief introduction of a statistical analysis Boston Children's Hospital 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 Children's Hospital 2018-2022 Supervision and training in research 1:1 supervision and training one hour per methodology and biostatistics of research week fellow in Endocrinology/Boston Children's Hospital 2019- Supervision and training new hire/master 1:1 supervision and training three hours per level biostatistician/Boston Children's week Hospital Formally Mentored Harvard Students (Medical,Dental, Graduate, and Undergraduate): 2015-2016 Analee Etheredge, Research Fellow, Boston Children's Hospital, Statistical mentorship on 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 fellow at Boston Children's Hospital, Statistical 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- Bridget Hron, MD, Boston Children's Hospital, Statistical mentorship on design and analysis of clinical research and guidance on appropriate courses to consider for further education NIH K23 application, funded 2021-2022 Elise Tremblay, MD, Boston Children's Hospital, Statistical mentorship on design and analysis of clinical research and guidance on appropriate courses to consider for further education NIH K23 application, not funded 2022- Rebecca Gordon, MD, Boston Children's Hospital, Statistical mentorship on design and analysis of clinical research and guidance on appropriate courses to consider for further education NIH K23 application, funded 2022- Allison Wu, MD, Boston Children's Hospital, Statistical mentorship on design and analysis of clinical research and guidance on appropriate courses to consider for further education NIH K23 application, funded 9 2022- Suzanna Hirsch, MD, Boston Children's Hospital, Statistical mentorship on design and 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 Boston Children's Hospital 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: 171 No presentations below were sponsored by 3rd parties/outside entities n 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 Harvard T.H. Chan School of Public Health AIDS Initiative &Boston Children's Hospital's Global Health Program 2016 From Linear Regression to Logistic regression Division of Gastroenterology, Hepatology and Nutrition, Boston Children's Hospital 2017 Feeding Methods and Gastroesophageal Reflux in Children Receiving Gastrostomy Tube Feeding Clinical Research Center, Boston Children's Hospital 2018 Confounding: a difference makes difference. Clinical Research Conference Division of Gastroenterology, Hepatology and Nutrition, Boston Children's Hospital 2020 Latent Class Growth Modelling in Delayed Puberty Institutional Centers for Clinical and Translational Research, Boston Children's Hospital 2020 Biostatistical Considerations in Grant Application Division of Endocrinology, Boston Children's Hospital 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 Gastroenterology, Hepatology and Nutrition, Boston Children's Hospital Report of Regional,National and International Invited Teaching and Presentations 171 No presentations below were sponsored by 3rd parties/outside entities n 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 5th 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 1. Xiang YB, Zhang W, Gao LF, Liu ZW, Xu WH, Liu E, 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 2. Wang J, Gao YT, Wang XL, Liu E, 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 3. Liu E, 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 Prey. 2005 May; 14(5):1315-8. PMID: 15894693 4. Wang J, Gao YT, Wang XL, Liu E, 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 5. Zhang XH, Gao YT, Rashid A, Deng J, Liu E, 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 6. Zhang XH, Andreotti G, Gao YT, Deng J, Liu E, 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 7. Liu E, 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 8. Liu E, 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 9. Njelekela MA, Mpembeni R, Muhihi A, Mligiliche NL, Spiegelman D, Hertzmark E, Liu 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. 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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: PMC 10512803. 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, Ashore 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: PMC 1079773 0. 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: PMC 11327172. 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:10.10 02/j pn3.12 316 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 I am an Assistant Professor of Pediatrics at Boston Children's Hospital focused on the design and 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 Nutrition'4 scientific journals, including The American Journal of Clinical Nutrition, The Journal of 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, with citations in the Journal of Pediatrics "Current Best Evidence" section as well as in the 2021 WHO 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 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's monthly Clinical Research Conference on statistical techniques and epidemiology 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 Boston Children's Hospital. We consistently provide 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 Daniel Asta 10 St. Lexington, MA 02420 978- (c amail.com Objective Volunteer position on Lexington, MA board or committee Summary Lexington resident and homeowner since 1987 • Raised 3 children, all educated in Lexington Public Schools • Live in close proximity to Hanscom Air Force Base, and worked on the base for 21 years • Family frequently used public transportation (Lexpress, MBTA) as alternative to personal transportation Recently retired from engineering and management career spanning over four decades • Developed and implemented strategies to achieve customer goals • Managed staff, schedule, and budget for programs up to $10M annual budget • Interfaced with customer as technical and program lead • Lead multiple test programs with experimental systems installed on a Boeing 707 test aircraft, based at Hanscom Air Force Base • Roles included chief engineer, technical manager, project manager, research engineer and design engineer Work Experience 2023-2024 Raytheon Company (Part Time) Contract position working to verify technical compliance and update requirements for radar design 2008-2021 Raytheon Company Engineering Fellow (2017-2021) Roles System Engineering Lead, Chief Architect, Chief Engineer Senior Manager, Systems Engineering (2008-2016) Roles. System Engineering Lead, Chief Architect 1987-2008 MIT Lincoln Laboratory Teaching Northeastern University Adjunct Faculty, Electrical Eng Dept(1988-1990) University of California Irvine Adjunct Faculty, Electrical Eng Dept(1979-1980) Education BSEE University of Illinois, Urbana MSEE University of Illinois, Urbana PhD,EE University of California, Los Angeles JUDITH S. ZOLA Cell:781- • @yahoo.com DIRECTOR OF LEARNING AND DEVELOPMENT Talent Management I Project Management I Diversity&Inclusion I Career Development Dynamic and results-driven Director of Learning and Development with extensive experience in the design, delivery, evaluation and implementation of large scale, complex eLearning and hands-on instructional programs across North America.Articulate and engaging communicator recognized as a creative problem solver and highly effective, cross-functional team leader. Competencies Include: ❑Talent Management Strategies El Measurement and Evaluation ❑ Instructional Design El Cross-Functional Project Management ❑ Coaching, Mentoring and Leadership El Diversity and Inclusion Implementation ❑ Multimedia and eLearning Strategies El Resource Planning and Budget Control PROFESSIONAL EXPERIENCE BOSTON CHILDREN'S HOSPITAL January 2016— Present Director, Learning and Professional Development January 2016— Present • Provides strategic leadership to a team of 6 learning and development professionals. • Management and oversight of enterprise-wide learning program implementation including communication, marketing and coordinating. • Leads the design, creation, evaluation and implementation of leadership,management, professional development,coaching and mentoring curriculum for all managers and staff. • Rebuilds and redesigns all learning experiences for all employees,from front-line workers to senior leadership members, utilizing all blended learning platforms. • Consults to numerous departments around team effectiveness and collaboration. • Works collaboratively across the enterprise on projects, programs, and teams that impact the operational, clinical and financial success of the organization. • Active member of the Equity, Diversity and Inclusion Council for the organization,which sponsors diversity programs, and acts as the advisory team on diversity and inclusion areas in the enterprise. • Creates a train the trainer process for implementation of Bystander to Upstander Training for the organization. • Responsible for the performance development, employee engagement and succession planning processes for the enterprise. SODEXO April 1992-December 2015 Manager, Learning and Development January 2015- December 2015 Comfort Keepers, a Sodexo Brand Comfort Keepers offers quality, in-home care across the United States. • Lead the design, creation, evaluation and implementation of phone skills training for all managers and staff.This program was designed to increase sales at point of customer inquiry. • Acted as the Training and Development Project Lead for all company locations throughout the U.S. Programs include new offerings, orientation and onboarding and customer service skills. Judith S. Zola Page 2 Director, Learning Facilitation August 2013-December 2014 Sodexo Learning and Performance (North America) ■ Served as a key contributor in the analysis, design and implementation of overall department objectives and deliverables. Led cross-functional team planning meetings and focus groups to ensure alignment on strategy and objectives.Wrote and implemented all processes and standards for the department. ■ Provided strategic leadership to a team of 15 course managers,facilitators and logistics specialists for both virtual and instructor-led programs across North American Operations. ■ Created mentoring program for North American market, in conjunction with the Office of Diversity. Director of Training and Development May 2006-August 2013 Sodexo Health Care ■ Provided strategic leadership to a team of 8 learning professionals including facilitators, course designers and administrators. ■ Served as the Health Care Market Learning Representative to Sodexo University. ■ Recognized as a strategic business partner for the Health Care Market due to process improvement and problem-solving abilities that directly contributed to successful business strategies and outcomes. ■ Designated Project Manager for company-wide learning initiatives including: o Health Care Market—High Potential Leadership Curriculum, Leadership Academy, General Manager Curriculum o Sodexo University—Financial Literacy, Front Line Training, General Manager Curriculum o Sodexo Headquarters—Talent Acquisition Recruiter Training ■ Spirit of Sodexo North America Platinum Award Winner, Patient Resident Experience Team. ■ Member of the Cross Market Diversity Council. Additional Sodexo Experience Senior Training Manager, Health Care Market January 1997-May 2006 Training Specialist, Health Care Market April 1992- December 1996 EDUCATION AND CERTIFICATIONS Masters of Science in Business Administration—Concentration Management Babson College,Wellesley, MA Bachelor of Arts, Music Vassar College, Poughkeepsie, NY Certified Facilitator for Center for Creative Leadership's 360 Feedback Tools, Myer's Briggs Type Indicator by the AMA, DiSC, Driving Forces, Emotional Intelligence and Acumen Coaching, Master Trainer for InsideOut Coaching Products VOLUNTEER ACTIVITIES Immediate Past President and Board Member,Temple Emunah • Advisor and Facilitator for Diversity and Learning Programs,Town of Lexington • Alumni Interviewer, Vassar College •Steering Committee, LexSeeHer Rachel Summers c( lAcoo 617. Product and Project Manager with a focus on B2B and internal operations tools. Lexington, MA 02421 Experienced in managing Agile development teams from discovery to delivery, ���,���iiii��ni�������:ilii IIIIr,�n� and in helping end users to do their jobs more effectively through technology and process improvement solutions. 11I11 Illflllll;III1 t VIII 1111;IN C Illflllll; GTxcel - Southborough MA GTxcel creates digital magazine publishing solutions,including web and mobile applications and a content management system Director of Publishing Products SEPTEMBER 2011 -OCTOBER 2014 • Product Manager for the company's Publisher Dashboard and document conversion processes,a tool suite used to empower customers,reduce support and on-boarding time,and automate the creation of digital magazines and mobile applications • Drove the development of software for magazine production technology,as Agile Product Owner,generating and prioritizing user stories by analyzing data and process workflows,providing high-impact improvements to productivity,usability and quality in document conversion production • Leveraged document workflow platform to enable new business opportunities through internationalization and self-serve document conversion • Supported Client Services to simplify and reduce risk in processes for onboarding,app creation,and subscriber email notifications • Created initial wireframe designs,flowcharts,and other visual aids to help assess and refine solutions and collaborated with UX Designers on product concepts • Provided team leadership as Scrum Master to plan sprints,run daily scrum meetings,define infrastructure improvements for continuous integration,and transition the development process from Scrum to Kanban • Led team to deliver frequent releases,balancing the needs of multiple business stakeholders,overseeing acceptance testing and soliciting feedback on in-progress features with demos and release notes • Developed tools and documentation in parallel with digital magazine development team,ensuring pre-release operational support for new end-user functionality Director of Operations OCTOBER 2006-SEPTEMBER 2011 • Client Services and Production department general manager,establishing and improving on best practices for client relationship management in post-sales onboarding,customization,communication,and quality • Operationalized the rollout of branded iOS(iPhone/iPad)digital magazine applications product,working closely with development and beta customers to establish expectations; established a linear process for ongoing scalable production with supporting documentation;ran user testing evaluations;and represented customer and operations'needs in the development of a web-based configuration tool • Served as the "Voice of the Customer,"bringing feedback from the front lines of customer communication back to product development • Represented Operations on a cross-functional team overseeing the development of GTxcel's third generation digital magazine web reader application,then managed the transition of 900+publications,ensuring customers satisfaction and retention through and an eventual sunset of the prior product iteration • Maintained production volume through a 6o%staff reduction by a combination of workflow process changes and integration with outsourced offshore vendors Senior Project Manager JULY 2005-OCTOBER 2006 • Managed multiple client engagements,ensuring on-time delivery of digital magazine conversions and their associated customizations;focused on difficult or high-risk customers • Defined project management standards and much of the production process for billable digital magazine production • Built a team of project managers to handle customer onboarding and ongoing support Production Coordinator 8x Project Manager AUGUST 1999-JULY 2005 • Scripted conversion of XML data for re-use in print and electronic formats • Managed day to day customer contact,post-sales onboarding, scheduling,billing and technical troubleshooting for PDF to e-book and digital magazine content conversion projects • Defined and executed processes for bulk email notifications for digital magazine subscribers Daedalus, Inc. - Pittsburgh, PA Daedalus is a full service product design agency helping companies bring a variety products from inception to market SEPTEMBER 1997 to JUNE 1999 Designer • Provided support for the development of several medical products from conception through delivery,creating functional prototypes,form models,labeling systems and technical/CAD layout detail for membrane keypad interfaces • Researched materials and generated form concepts for a wearable device to ensure maximum user comfort VIII U Illi,a""'1111""'I111 I111 Ilk, Illi°°°.X1111 11111 IIIR,VIII Illi°...I Illi,a CIlII EcoBridge Program Coordinator,Bridge Elementary School MAY 2016 to PRESENT Oversee a cafeteria recycling and composting program,raising student awareness and reducing daily cafeteria waste by 80% Team Coach,Destination Imagination NOVEMBER 2016 to MARCH 2017 Managed a team of children through weekly meetings,hand-on creative and problem-solving activities and long-term project planning for a judged performance piece. 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G) a) a) 0) a) a) a) a) a) a) a) a) I— u) u) u) w u) u) u) u) u) u) E i- 48 _ u) u) u...) ci) T U)u) u) u) 2 c» tr.) co co co co co co co co co co co • a) a) 0 a) a) a) a) a) a) a) a) G) >,, >,,, >,,, ›, >,, >., >,, >., >. >,,, ›, —1 co Co co cf.) cn c,) co vo co m cf.) +61 a) E 4.61 •_ o › co o_ a) u) , u) ›, u) co a) 2 4.3 co c c co 8 ...c El o m a) o .... 5 E co co co 2 cn o) co a) ' 4E1 c CO co co L--) n u) co NCO • I 1) :,..7.1 ...c co I.) 0 co _ a) ...c c ...c ...c a E c n 0 -roj a) — — > E o o_ co c ...., c >, o c o .... '8 n a) co co co < 2 a) 1.11 —) —) 2 ---) 0 E u) ?:, ...c coc 0) a) 0 z8 ca. a) E a) 0 u) • co U) 1E a) .... — o) 0 '-- '--- -0 c V...), a) — _. ...... th- co R < a) •_ La a) () 2 E a) a) c , a) c a) E ...c ...c 0 c.) E a) m cz 0 E U)8 8 CO th o 0 I u) a)0 — a) ..= co a) ...... E o >, a. c u) ...0 a) co a) c c a) c a) L... , E o 0) o ?., o ,..... o -...- a) CO co -...., ,....- 0 = = = ..,... = 6= c — ..... 0. E c -- -0 0) 0 El E El E 'm---- E cn E 0 2 2 2 0) 0 0 (1) = CU = n a) E a) n CO k 5 '>7 E 'x-- E c E 1,1 E c E a) O 0 0 t.... 0 00 a) 0 a) o a) 0 0a) n 0 2 o 22 ca 0 0 (DO i m _1 < _I 0 _1 0 2 2 cp 0 1.--- 0 1— AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Select Board Minutes ITEM PRESENTER: NUMBER: Doug Lucente, Chair C.2 SUMMARY: Category:Decision-Making The Select Board is being asked to approve the following set of minutes: • October 21, 2024 Select Board • SUGGESTED MOTION: To approve and release the following minutes: • October 21, 2024 Select Board • Move to approve the consent. FOLLOW-UP: Select Board Office. DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 ATTACHMENTS: Description Type IfiR ri 10: tBid'Amulb . up'jab nal 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, 2024,via a hybrid meeting platform. Mr. Lucente, Chair; Mr. Pato, Ms. Barry, Ms. Hai, and Mr. Sandeen, 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 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 $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. 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 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 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 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. 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 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 November 8, 2024 Select Board meeting. DOCUMENTS: FY2025WaterandSewerRateMemo&Analysis,FY2025 Water and Sewer Rate Presentation 2. 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, 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 generate revenue for the Town. DOCUMENTS: Article 5 Presentation 3. Update on the Lexington High School Project 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 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. There are leaks in the roof,HVAC, and boiler systems yearly. There is no natural light in the classrooms. 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 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 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 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 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 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 will finish around December 2024 in collaboration with the project team. On November 12th,the SBC 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.£, 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 Cl, 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 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 alternatives. It has flexibility of program organization,maintains the current civic presence and relationship to Muzzy Street, and has potential for outdoor classrooms. 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 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 unanimously to support moving forward with the Bloom and Weave options. On November 4th, there will be an SBC and Recreation retreat from l2pm-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 one. On the 12th,the SBC will formally vote on the preferred schematic design option,which the MSBA will then review. On November 13th,the Town will hear a citizen's petition on the High School project at Special Fall Town Meeting. 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 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 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 south of the existing utility path,and thus off C l, C2 and the overlay field(C7). The committee has 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 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. 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 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: summaryofJune l 7SBconcerns,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 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 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 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 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 Central Office building. 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 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. 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 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. 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 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 construction, it is also losing four multi-use fields. DOCUMENTS: Art 7 Harrington Presentation 5. Special Town Meeting-2024-1 -Article 8: Delay Massachusetts School Building Authority (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. Ms. Barry stated that the SBC is taking their vote on the 12th. Town Meeting is on the 13th. 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 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 debt exclusion vote in this Town. 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. 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 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. 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. DOCUMENTS: Article 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 Lowell Street—This item was moved up on the agenda and addressed 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 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 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 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 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 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 MBTA zoning. VOTE: 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 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 LLC for the purposes of developing 100%affordable housing pursuant to Article 33 of the 2024 Annual Town Meeting. 8. 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 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 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 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 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 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 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 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 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 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. 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 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 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 time. 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 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. 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. 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 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. 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 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. 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 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 9:11pm. A true record; Attest: Kristan Patenaude Recording Secretary AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Battle Green Use Request - Lexington Historical Society - Historical Reenactment of Lexington Tea Party PRESENTER: ITEM NUMBER: Doug Lucente, Chair C.3 SUMMARY: Category:Decision-Making The Lexington Historical Society, in collaboration with Lexington Minute Men, Inc., have requested permission from the Select Board for use of the Battle Green on Saturday, December 14, 2024 from 12:30pm to 2:30pm as part of a Reenactment of Lexington's historic 1773 Tea Burning as follows: • Lexington Minute Men(LMM) Members march from the Visitors Center Lawn to the Common to conduct a musket drill of marching and aiming weapons (weapons will not be fired during this drill) and complete the manual of arms between approximately 12:30pm and 1:00pm; • LMM parade around the Common, re-form ranks, conduct memorial and honor salute for"Lexington's Ten", following a roll call of names; • LMM parades back to the Visitors Center Lawn for Tea Burning Reenactment. A Special Event Permit application has been submitted to the Town Manager's Office by the L exingto n Historical Society for the use of the Visitors Center Lawn on Saturday, December 14, 2024. The Town Manager's Office, Police Department, Department of Public Works, and the F ire Department have no objections to this request. SUGGESTED MOTION: To approve the request of the Lexington Historical Society, in collaboration with Lexington Minute Men, Inc., to use the Battle Green on Saturday, December 14, 2024 from 12:30pm to 2:30pm for the Lexington Minute Men to perform a musket drill, as well as perform marching and other demonstrations on the Common with drills taking place between approximately 12:30pm and 1:00pm. Move to approve the consent. FOLLOW-UP: Select Board Office. DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 ATTACHMENTS: Description Type I ,i V4( W ha NAM I ,a a..I II Y V4 II 0.V4 l a , �,uupuuu�� 1J,' IIIVjMh ,niWl N'ul�iV NI Wu,Jj1, 'Ileo .�, N lu 3 M1 mY , miI 'I� :::::1 i'° ,I°y' oopllll .N."y glC w. dNY'ryry Vu,lig pf Iill ,,IIII I uv glllll°''"'I111i uml p113y nw y �, dpi u I N PJ wM;'u 'y s° n � s.p .n„,,w s .rr„w� """lbs pll�llll(p�oIIIIIIIIpIdIIV ill �.;M °II lIloo, °I�IIIIIIIIII'lllll!IIII' m, ;;,s hiiu ,It luupiqulll�������1 i'p"I �I: ul' po iii pill VIII diir'a iIiry i„„ IpI�IIIIIIIIIIVm lU o, �„ 'w�' Ili� �N'�,�,w�' Im w,lw mlW!, u, �uphn rl 11IIIIIIIII�IIIIIIVk�uuVN 10 'hlm �”gi,W, W u9'vI".," IIIi IIII I w ,� :'''$' �� �I�II 'r � , lll0w , C M , WW 01 I W q rru ao 4. 1, a .C l Uillllllllll‘ll llmll kplAlllllliollrr1 w d. ,I,i''tlf ,,,':��rn"P luuuuuulllll� l , llllllp AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Battle Green Use Request - Filming of Student Project PRESENTER: ITEM NUMBER: Doug Lucente, Chair C.4 SUMMARY: Category:Decision-Making Graduate Student of Liberty University, Zion Weir has requested permission to film the monuments on and around the Battle Green on Tuesday, November 19, 2024 from 12:00pm to 2:00pm for the purpose of filming footage for his documentary project that details the start of the American Revolution. Filming will be done using his I P ho ne and a tripod, he will be filming alone and does not anticipate it taking very long. No road closures needed. The Police Department, Department of Public Works, and the F ire Department have reviewed the request and have no objections or concerns. SUGGESTED MOTION: To approve the request from Graduate Student, Zion Weir to film the monuments on and around the Battle Green on Tuesday, November 19, 2024 from 12:00pm to 2:00pm for the purpose of filming footage for his documentary project that details the start of the American Revolution. Move to approve the consent. FOLLOW-UP: Select Board Office. DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve and Sign Water and Sewer Finals PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.5 SUMMARY: Water& Sewer Finals, July 2024 $ 19,668.11 SUGGESTED MOTION: Move to approve the Consent FOLLOW-UP: Treasurer/Collector DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 ATTACHMENTS: Description Type Department of Public Works Town of Lexington Water and Sewer Enterprise Funds 3 I E FISCAL YEAR 2025 APRIL 19'" 1 Fx1 NST P FINALS GRAND TOTALS JULY 2024 WATER $ 13,547.94 $13,547.94 SEWER $ 6,120.17 $6,120.17 TOTAL: $19,668.11 $19,668.11 To the Collector of Revenue for the Town of Lexington: You are hereby authorized and required to levy and collect of the persons named in the list of water/sewer charges herewith committed to you and each one of his/her respective portion herein set down of the sum total of such list. Said sum being: Nineteen thousancCsix hundrecCsixty eight 11/loo And pay the same into the treasury of the Town of Lexington and to exercise the powers conferred by law in regard thereto. DIRECTOR OF PUBLIC WORKS SELECT BOARD 11/18/24 Treasurer/Collector, Director of Public Works,Water/Sewer Billing AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Establish 2025 Annual Town Meeting and Annual Town Election Dates PRESENTER: ITEM NUMBER: Kelly Axtell, Deputy Town Manager I.1 SUMMARY: Category:Decision-Making Important Dates November 18, 2024, Select Board calls for Annual Town Meeting to begin March 24, 2025. November 19, 2024 Citizen petition paperwork can be picked up at Town Clerk's Office, 1st floor of the Town office building, along with timeline due dates. Citizen's guide and contact info:https://www.lexingtonma.gov/571/Creating-Citizen-P etitions - December 23, 2024, at 1 pm- Citizens petitions are due. Please return to the Select Board office on the 2nd floor of the Town office building(10 signatures for ATM), along with DRAFT motion on separate document. • January 13, 2025- Draft warrant presented to Select Board at their meeting. • January 22, 2025- Final motions/presentations due to Deputy Town Manager and Management Fellow. • January 27, 2025- Select Board signs final Annual Town Meeting Warrant • January 27, 2025-presentations to the Select Board for ATM articles begin. Presenters will be scheduled through the Deputy Town Manager and Management fellow. •Annual Town Election is Monday, March 3, 2025 SUGGESTED MOTION: Move to open the 2025 Annual Town Meeting Warrant for submission of Citizen Petitions through December 23, 2024 at 1:00pm. Move to establish Monday, March 3, 2025 as the date for Annual Town Election. Move to Establish Monday, March 24, 2025 as the date for the opening session of the 2025 Annual Town Meeting FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 7:15p m AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve the Building Decarbonization Roadmap PRESENTER: ITEM NUMBER: Maggie Peard, Sustainability and Resilience Officer I.2 SUMMARY: Category:Decision-Making A vote of approval from the Board is requested so we can include this in our climate leader application. There was a comment from the Board to adjust the estimated time to charge E V s at a Level 2 charger), and that change has been made. SUGGESTED MOTION: Move to approve the Decarbonization Roadmap as amended to be included in the climate leader application. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/18/2024 7:25pm ATTACHMENTS: Description Type Climate Leaders Municipal Decarbonization Roadmap „,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„ Introduction t d In 2021, the Commonwealth of Massachusetts amended the state's signature climate law with An Act Creating a Next Generation Roadmap for Massachusetts Climate Policy, also known as the 2021 Climate Law.1,2 The 2021 Climate Law requires the Secretary of the Executive Office of Energy and the Environment (Secretary) to set statewide greenhouse gas (GHG) emissions limit and set sector-specific emissions sublimits that are to be met every five years. These limits require GHG emissions to be at least thirty-three percent below 1990 levels in 2025, fifty percent below 1990 levels in 2030. In accordance with An Act Relative to Green Communities, the Climate Leader Community certification has also provided a framework for municipalities to reach the Secretary's set limits. To become a certified Climate Leader, a municipality must 1) commit to eliminating on-site fossil fuel use by the municipality by 2050 and, 2) develop a roadmap for decarbonizing municipal operations. The roadmap will focus on eliminating the use of fossil fuels by municipal buildings and vehicles, and will use a "Zero Over Time” approach (Table 1).3 PowerOptions developed this Climate Leaders Municipal Decarbonization Roadmap for the Town of Lexington as the second action for certification. Table 1.Minimum Emission Reduction Timeline,established by DOER. Targets 2027 2030 2040 2050 Reduce emissions from onsite fossil fuels -20% -35% -60% -100% Zero emission vehicles (ZEVs) in light-duty fleet adoption 5% 20% 75% 100% Zero emission vehicles (ZEVs) in heavy-duty fleet adoption 0% 20% 50% 100% Energy Use Intensity reduction -20% -25% -25% -30% Total Emissions Reduction Goals (% of 2022 emissions) >15% >35% >65% >95% 1 Global Warming Solutions Act, 2008, https://malegislature.gov/Laws/SessionLaws/Acts/2008/Chapter298 2 2021 Climate Law, https://malegislature.gov/Laws/SessionLaws/Acts/2021/Chapter8 3 1111 I I 1111 "" "IIII IIII 1111 1111 11111101111 111111..IIIIII I,III 1 „,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„ 3ac Kground The Town of Lexington, Massachusetts (Lexington) recently launched their Climate Action and Resilience Plan, which sets ambitious goals for achieving net zero emissions by 2050.4 The plan focuses on five key areas: Buildings and Energy, Community Resilience, Natural Resource, Transportation and Mobility, and Waste. Lexington's sustainability actions began in 2010, when the town created the Sustainable Lexington Committee and was rob designated Green Community.5 Throughout their years as a BUILDINGS Green Community, they have been granted over $1 million NEIEC I 1 �a to complete several projects relating to energy efficiency, The Plan will focus on key,high-inip t NATURAL conservation, and building and fleet infrastructure AlthoughWASTE actions in five RESOURCES the Town has been successful in reducing energy focus areas' consumption and GHG emissions, Lexington's municipal and "s II6P i�ll� ���p I01, J f school buildings still emit over 6,000 metric tons of carbon uNdiu iui uuiou nPmeJiJ'VWII"'M1'Ilu^'tl '%,?,...; j% COMMUNITY TRANSIP ATIO NI dioxide equivalent (MT CO2e) annually. RESILIENCE MO ILII'" To reach the goals set by the Climate Action and Resilience Climate Action Resilience Plan Plan and become a Climate Leader Community, Lexington Focus Areas will move forward with a number of planned projects aimed at reducing energy consumption and GHG emissions and strives to implement the following decarbonization roadmap. This roadmap evaluates the following strategies to decarbonize the 24 facilities: energy efficiency,electrification (fuel-switching away from fossil fuels to electric alternatives), on-site solar photovoltaics, and Renewable Energy Certificates. We use a combination of an in-house economic model, an open-source virtual energy efficiency audit tool, and Helioscope solar software to produce this roadmap. This roadmap is estimated to reduce Lexington's GHG emissions by over 150 thousand MT CO2e cumulatively through 2050, lowering their Energy Use Intensity (EUI) by over 50 percent.6 4 111 III III III to I,j i w III'”III ui III 11 111"11 1111 1 III 11111 IIII oill Ill w III if.m 5 Sustainability Achievements,1111, III w„II :VIII°mIII°uIII W ;III II III.IuIII II �.Ilh°IIIIII u ��� .��� III 6 A cumulative sum of emissions as a result of .implementation of the measures in the roadmap. p 2 muummoommoommonommonnommommonommommonommonommonommonommonommonommonommonommonommonommonommonommonommonommonommonommonommonommou Table 2 Town of Lexington's GHG Emissions,Fiscal Year 2022 Based on energy consumption data provided by the Town Department and FacilityName Fiscal Year 2022 Emissions p Electricity Fossil Fuels Total Percent of Total Town Buildings 735 672 1,407 17% Cary Library 167 172 339 4.04% Public Services 1 136 117 253 3.02% Cary Hall 91 82 173 2.06% Community Center 65 77 142 1.69% Town Offices 70 63 133 1.59% Main Fire Station 93 6 99 1.18% 173 Bedford 25 61 87 1.03% Lexington Police Station* 37 43 79 0.94% Branch Fire Station 9 17 27 0.32% Visitor Center 21 0 21 0.25% Westview Cemetery 4 17 21 0.25% Stone Building 0 8 9 0.11% Hosmer House 0 7 8 0.09% Muzzey Condos 7 0 7 0.08% Senior Center 7 0 7 0.08% Lincoln Street Playground 2 - 2 0.02% Animal Shelter 1 - 1 0.02% Schools2.035 3,366 5,401 64% Lexington High School 574 1,637 2,211 26.35% Clarke Middle School 265 471 736 8.77% Diamond Middle School 246 377 623 7.42% Bridge Elementary School 101 206 307 3.65% Bowman Elementary School 100 179 279 3.33% Estabrook Elementary School 143 130 273 3.25% Hastings Elementary School 172 92 264 3.15% Central School Administration 56 178 235 2.80% Harrington Elementary 155 67 222 2.64% Fiske Elementary School 163 29 192 2.28% Lexington Children's Place 59 1 60 0.72% Street/Traffic Lighting 312 1 313 3% Pumping Stations 166 - 166 1.98% Street and Traffic Lights 118 - 118 1.41% Drinking/Wastewater Treatment Plant - - - 0.00% Open Space 28 1 29 0.00% Vehicles - 1,272 1,272 14% Vehicle Fleet - 1,272 1,272 15.1% Total 3,083 5,310 8,393 100% *Replaced with new,fully electric building after FY22. Projected emissions are relative to the new construction. 3 „,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„„ Summaryof indings In Fiscal Year 2022, twenty-four of Lexington's municipal facilities emitted over 6,790 MT CO2e of the Town's 8,390 MT CO2e (Table 2). Of those building emissions,the Lexington High School (32.6%), Clarke Middle School (10.8%), Diamond Middle School (9.2%), Cary Library(5%),and Bridge Elementary School (4.5%), contributed to 60 percent of the Town's building emissions, and over 50 percent of the Town's total Fiscal Year 2022 emissions. At three of these high-impact buildings, decarbonization planning is well underway (Table 5), and at fourteen buildings, heat pumps have replaced inefficient equipment or equipment previously powered by fossil fuels (Table 6). Lexington aims to decarbonize all buildings (Table 7) and vehicles in the Town, but focusing decarbonization efforts on these "high impact”facilities will significantly reduce overall emissions (Table 3). Table 3 Lexington's Emission Reduction Timeline as a result of decarbonizing Decarbonization Roadmap Projections 2027 2030 2040 2050 losi Reduce emissions from onsite fossil fuels -63% -75% -92% -100% Zero emission vehicles (ZEVs) in light-duty fleet adoption 48% 74% 100% 100% Zero emission vehicles (ZEVs) in heavy-duty fleet adoption 5% 5% 100% 100% Energy Use Intensity reduction -30% -36% -46% -51% 1111111111111111111111 Total Emissions Reduction Goals (% of 2022 emissions) 38% 57% 85% 97% Figure 1 CO2e emissions by scenario,showing percent reduction as compared to FY2022 emissions(2022-2050) 9,00 �m,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,�Business liII IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII lumm�l�,v�,mmmmmmm�„ ^� j1������������������������pi���'4M1pgq�p1�1 IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIVDec r II'wl� i z lion y Illluu°;!'ilolllll,, mq lots,iai u1ti,iai u1ti,ulti`,u u loop piuttit,iai uttit,uttilu up 0 ti lin tt�tt I mllllllllllllllllllll mw•.mw•.mw,,,w,q,m ois,,,w,mw,o ii u,novam „evomomomomomoro,,,v amogv amogv amogv,Il Il II a.mogv,Il Il II a.mogv,Il Il II -F-� 6 000 Illlllllllllllllllll lllllllllllllllllllll U 111 aj li„ IIIIII�IIIIIIIIIIVulllllll 1,000 E c 4,000 0 • 1141111IIIIIIIIIII 3,000 E ��Iloulu ') 2,00 °'IIIIIII L000 firrim,,,,, ���uuiouuuuuuuuuuuuuuuuuuuuuuuuuumuuuuuumuuuuuuumuuuuu�� IL,1111 II 4 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 s t t e hus This Consent, Assignment, Assumption and Amendment of Loans and Loan Documents c a s s (“Agreement”) is dated as of __________________, 2024, by and among SLI DOUGLAS a M HOUSE LIMITED PARTNERSHIP (the “Assignor”), a Massachusetts limited partnership, with on, t an address of c/o Supportive Living, Inc., 400 West Cummings Park, Suite 6100, Woburn, ng i x e Massachusetts 01880; DOUGLAS HOUSE INC. (the “Assignee”), a Massachusetts nonprofit L , t corporation, with an address of c/o Supportive Living, Inc., 400 West Cummings Park, Suite 6100, e e r t Woburn, Massachusetts 01880; SUPPORTIVE LIVING, INC., a Massachusetts nonprofit nd S a corporation, with an address of 400 West Cummings Park, Suite 6100, Woburn, Massachusetts kl a 01880 (“SLI”); THE TOWN OF LEXINGTON (the “Town”), a Massachusetts municipal body 9 O - politic and corporate, with an address of 1625 Massachusetts Avenue, Lexington, Massachusetts 7 : s s 02420, and COMMUNITY ECONOMIC DEVELOPMENT ASSISTANCE CORPORATION, a e ddr body politic and corporate, duly organized and existing in accordance with Chapter 40H of the A y t r Massachusetts General Laws, with a mailing address at One Center Plaza, Suite 350, Boston, ope Massachusetts 02108 (“CEDAC” and together with the Town, the “Lenders”). r P 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: