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2013-07-01 BOS Packet 1- Released
SELECTMEN’S MEETING Monday, July 1, 2013 Selectmen Meeting Room 7:00 p.m. AGENDA 7:00 p.m. PUBLIC COMMENT (10 min.) 7:10 p.m. SELECTMEN CONCERNS AND LIAISON REPORTS (5 min.) 7:15 p.m. TOWN MANAGER REPORT (5 min.) 7:20 p.m. ITEMS FOR INDIVIDUAL CONSIDERATION 1.Liquor Hearing – Transfer Liquor License to Beijing Cuisine (5 min.) – 7:00 p.m. 2.Review Charge for Ad Hoc Committee on Youth at Risk (10 min.) 3.LexHAB Presentation - Fairview Affordable Housing (30 min.) 4.Sustainable Lexington Update on Solar Photo Voltaic RFP (10 min.) 5.Center Streetscape Presentation (45 min.) 6.Approve FY13 Year End Budget Transfers (5 min.) 7.Accept Conservation Restrictions for 3 Stonewall Road and 26Solomon Pierce Road (5 min.) 8.Approve Dispatchers Collective Bargaining Agreement (5 min.) 9.Approve FY14 Cost of Living Adjustment for Non-Represented Employees (5 min) 10.Selectmen Committees (5 min.) a.Ad Hoc Cary Memorial Building Renovation Design Committee – appoint members and Chair b.Community Center Advisory Committee – revise charge for staff Vice Chair c.Community Farming Committee – appoint Selectmen Liaison d.Town Celebrations Committee - appointment 9:25 p.m. CONSENT (5 min.) 1.Water and Sewer Commitments and Adjustments 2.Approve Minutes 3.Approve Executive Session Minutes 4.Approve Honey Dew Donuts Proclamation 5.Approve Bench Locations 9:30 p.m. EXECUTIVE SESSION (20 min.) 1.Exemption 3: Bargaining Update on School, Police and Fire Unions 9:50 p.m. ADJOURN The next regular meeting of the Board of Selectmen is scheduled for Monday, July 29, 2013 at 7:00 p.m. in the Selectmen Meeting Room, Town Office Building, 1625 Massachusetts Avenue. Hearing Assistance Devices Available on Request All agenda times and the order of items are approximate and subject to change. AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE:7/3/13STAFF: Lynne Pease ITEM NUMBER: I.1 SUBJECT: Liquor License – Transfer Liquor License from Khushboo to Beijing Cuisine, 1709 Massachusetts Avenue EXECUTIVE SUMMARY: I have received all the necessary paperwork of a request for approval of a transfer of a all alcohol liquor license from Khushboo to GL Gourmet, Inc., d/b/a Beijing Cuisine, located at 1709 Massachusetts Avenue. The proposed Manager Po Pai will be at your meeting along with their legal counsel either Shengxi Tian or Sean Chen. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: Motion to approve the application for a transfer of an all alcohol restaurant liquor license from Nikita Enterprises, Inc., d/b/a Khushboo to GL Gourmet, Inc., Beijing Cuisine, located at 1709 Massachusetts Avenue. STAFF FOLLOW-UP: Selectmen’s Office AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 7/1/13 STAFF: Lynne Pease ITEM NUMBER: I.2 SUBJECT: Review Charge for Ad Hoc Committee on Youth at Risk EXECUTIVE SUMMARY: Margaret Coppe will be at your meeting to discuss an Ad Hoc Committee on Youth at Risk that they would like to work jointly with the Selectmen on. See the attached proposed charge for the Committee that the School Committee has voted to support. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: STAFF FOLLOW-UP: Selectmen’s Office Page 1of 1 Lynne Pease From:Debmauger@aol.com Sent:Wednesday, June 19, 2013 7:47 PM To:Lynne Pease Cc:Carl Valente Subject:Fwd: Ad Hoc Committee on Youth at Risk From: Debmauger@aol.com To: bjrudman@gmail.com CC: mecoppe@gmail.com, ALESSAND@HELIX.MGH.HARVARD.EDU, bblout@helppro.com Sent: 6/19/2013 7:44:47 P.M. Eastern Daylight Time Subj: Re: Ad Hoc Committee on Youth at Risk Hi BJ - My recommendation for the next step is for some member of the the School Committee to contact me as Chairman of the Board of Selectmen to let us know specifically what they are asking from us. Thanks, Deb In a message dated 6/19/2013 7:24:21 P.M. Eastern Daylight Time, bjrudman@gmail.com writes: Hello Deb, At its meeting on June 11, the School Committee unanimously approved the establishment of an ad hoc Committee on Youth at Risk with the following charter. = My understanding is that the next step is for the Board of Selectmen to review and hopefully approve the establishment of the Committee as well and I was asked to forward the draft charter to you. You will note that the School Committee established some dates for the ad hoc Committee to submit interim reports and to "work to submit a final report by no later than May 30, 2014." Given this ambitious timetable, I hope that the Committee can begin its work as soon as possible. Please let me know what I can do to facilitate this process. Thanks again for your assistance and support. BJ BJ Rudman 781-863-2091 6/28/2013 Page 1of 1 Lynne Pease From:Debmauger@aol.com Sent:Friday, June 21, 2013 7:36 PM To:Lynne Pease; Carl Valente Subject:Fwd: Youth at Risk Charge Attachments:AdHocCommitteeonYouthatRisk6_12draft-1.doc For our agenda meeting. Deb From: mecoppe@gmail.com To: debmauger@aol.com Sent: 6/21/2013 6:42:57 P.M. Eastern Daylight Time Subj: Youth at Risk Charge Dear Deb, Good talking to you today about various topics. I have attached the draft Youth at Risk Charge which the School Committee unanimously voted to support at its June 11, 2013 meeting. I will call Sandro to discuss presenting this to the BOS. Margaret 6/28/2013 $± ¥³ AdHocCommitteeonYouthAtRisk Members: Appointedby: Lengthofterm: Meetingtimes: Description ProposedCompositionofCommittee AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 7/1/13 STAFF: Lynne Pease ITEM NUMBER: I.3 SUBJECT: LexHAB Presentation – Fairview Affordable Housing EXECUTIVE SUMMARY: LexHAB members will be at your meeting to present the proposed affordable housing plans for property on Fairview Avenue. Bill Kennedy will introduce the project and members, Bob Burbidge will review communication with the neighbors, Les Savage will review the proposed housing plan and Bill Hays will review the selection procedures. See attached information, including the LIP application and related documents, a letter in support of the project from the Housing Partnership Board and a memo from Beth Rust, Regional Housing Services, with an analysis of two residency options. Mr. Hays suggested that the two most important documents to review are the Application for Comprehensive Permit Projects and the Fairview Project Marketing Plan. You are also being asked to send a letter of support with the application. See attached suggested letter. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: Motion to endorse LexHAB’s application to the Department of Housing and Community Development’s Local Initiative Program for a comprehensive permit for the Fairview Avenue affordable housing project, as presented. Motion to sign a letter of support for this application. STAFF FOLLOW-UP: Selectmen’s Office +«¾¯´ºµ´'µ»¹¯´/§¸º´«¸¹®¯¶Ȏ!»¯²ª¯´§#¯¼«¸¹«ȍ5¯¨¸§´º+«¾¯´ºµ´ Dear Board of Selectmen, June 18, 2013 We are writing to convey the Lexington Housing Partnership’s support for the Lexington Housing Assistance Board’s (LexHAB) Local Initiative Program (LIP) application for a comprehensive permit for the Fairview Avenue affordable housing project. LexHAB is proposing to rehabilitate the existing small house on the site, and has engaged Transformations Inc. to design and build a three unit building which will be in the style of a Greek Revival farmhouse, while utilizing state of the art technology to achieve a “net zero attainable” level of energy efficiency. LexHAB has done a good job of reaching out to area residents, holding three neighborhood meetings and conducting a number of individual conversations to be able to understand and address neighborhood concerns. In response to neighbors’ concern about density, the proposed new construction has been reduced from four units in two buildings to three units in one building. The new structure will only have 3,040 square feet, which is comparable to an average size home in Lexington. In response to a second concern, LexHAB had a professional hydrologist attend the second neighborhood meeting and addressed the neighbors’ concern about storm water runoff. The proposed construction will contain all surface runoff on site. While LexHAB has revised its original proposal to address concerns, it still offers the Town an opportunity to provide much needed affordable housing, preserving an existing small house and adding a 3,040 sq. ft. structure, an average size home in Lexington, with three new affordable units. Although Lexington has achieved the 10% Subsidized Housing Inventory mark, LexHAB and the Lexington Housing Authority maintain long waiting lists for individuals and families with a Lexington connection. In some cases, applicants may remain on a waiting list for several years before they secure an affordable or low-income unit. The length of these lists demonstrates the real need for more affordable housing in Lexington. During the 2013 Spring Town Meeting, Town Meeting Members passed a Climate Change Resolution. With its “net zero attainable” construction, the Fairview Avenue development responds to the spirit of the resolution by offering a model of what can be achieved to reduce greenhouse gas emissions in new residential development. In addition, the utility savings will make these units more affordable for both LexHAB and future residents. Since 1983, LexHAB has been providing much-needed, high-quality affordable housing for low and moderate-income Lexington residents. The proposed Fairview Avenue development represents a continuation and progression of these efforts. As you know, the proposal requires your support to move forward. The Partnership urges the Board of Selectman to act favorably on the application and thanks you for your support in advance. Sincerely, Betsey Weiss, Interim Chair, Lexington Housing Partnership Lexington Housing Partnership Members MASSACHUSETTS Department of Housing & Community Development Local Initiative Program Application for Comprehensive Permit Projects INSTRUCTIONS Please submit three copies of the application and attachments. Note: only one set of site plan and sample elevations (attachments 11 and 12 noted on page 22) are required. An application fee, payable to the Massachusetts Department of Housing and Community Development, shall be submitted with the application. The schedule of fees is as follows: Project Fee plus Per Unit Fee Municipality $1,000 $30 Non-Profit $1,750 $40 All Others $4,000 $50 Mail to: Local Initiative Program Department of Housing & Community Development 100 Cambridge Street, Suite 300 Boston, MA 02114 Attn: Toni Coyne Hall, Director of Local Initiative Program To complete the application electronically, simply position your cursor on a line and type. Use the tab key to move between questions. If you have any questions, please refer to the DHCD 40B Guidelines, specifically Section VI. For further assistance, please contact Toni Coyne Hall at 617-573-1351 or toni.coyne.hall@state.ma.us. NOTE: For Rental Projects, to complete information on Project Feasibility (Section X), go to the One Stop Application at http://www.mhic.com and complete Section 3 Sources and Uses and Section 4 Operating Pro Forma. Submit the sections with the Application Application Contents: I. General Information VIII. Surrounding Area II. Community Support IX. Financing III. Municipal Contact Information X. Project Feasibility IV. Development Team XI. Development Schedule V. Project Information XII. Marketing Outreach and Lottery VI. Site Information XIII. Checklist of Attachments VII. Design and Construction February 2010 MASSACHUSETTS Department of Housing & Community Development Local Initiative Program Application for Comprehensive Permit Projects I. GENERAL INFORMATION Community: Lexington Name of Development: Fairview Site Address: 11 Fairview Ave Developer: Lexington Housing Assistance Board (LexHAB) 1. Type of Housing: Single Family house Rental Condominium Age Restricted 2. Project Characteristics: New Construction Conversion Rehabilitation Other 3. Total Acres .578 Density of Project (units/acre) 6.9 4. Unit Count: Total Number of Units 5 Affordable 2 Market 3 5. Unit Prices/Rents: Market Rate $550-950 Affordable $1,274 Required Signatures for the Comprehensive Permit Project Application Chief Executive Official Chair, Local Housing Partnership of Municipality: (if applicable): Signature: ______________________ Signature: _________________________ Print Name: Print Name: Date: Date: II. COMMUNITY SUPPORT 1. Letter of Support from Municipality - Attach a letter containing a short narrative on the basics of the project, the history of the project, the ways in which the community is providing support, and how the development team has addressed any concerns the community has. The letter must be signed by the chief elected official of the community. 2. Letter of Support from Local Housing Partnership - If the community has a housing partnership, please attach a letter from them indicating their support for the project. The letter should summarize how the partnership has been working with the developer. 3. Local Contributions - Check off all that apply and provide a brief description at the end. Land donation (dollar value ) Building donation (dollar value ) Marketing assistance Other work by local staff Density increase Waiver of permit fees Other regulatory or administrative relief (specify) Local funds (cash) Amount $ Source: HOME funds Agreement by a lender to provide favorable end-loan financing (ownership projects only) Other (specify) The property will be no taxes through construction or operation. The Town has also hired consultants to craft the affirmative fair housing marketing plan and to guide the LIP process. Briefly explain the contributions: Please see previous answer. 4. Municipal Actions and Local Plans - Briefly describe how the project fits with any planning the community has done (e.g. master plan, community development plan, affordable housing plan) and other local land use and regulatory actions that provide the opportunity for affordable housing (including multi-family and overlay districts, inclusionary zoning by-laws and ordinances). The chief planning document for the Town of Lexington is its Comprehensive Plan. In the housing section of the Comprehensive Plan, it sets out three objectives: Increase the overall stock of affordable housing, increase the percentage of the affordable housing stock that serves families from less than 40% to 50% and increase the percentage of the housing stock that is available to renters from 17% to 20%. The Fairview project meets each of these objectives as 20% of the housing here will be affordable, each apartment will have at least two bedrooms making them all appropriate for families and all five dwelling units will be rented. -2- The Comprehensive Plan identifies the lack of developable land in Lexington as the solutions and implementation strategies proposed by the Comprehensive Plan are: using the Local Initiative Program (LIP) as a tool work with property owners to produce affordable housing; reducing resident expenses though energy-efficient design or financing and design reflecting willingness to forego an automobile; using local funds such as CPA or HOME; allowing higher residential densities near retail and good transportation; reusing existing structures, especially small freestanding single-family homes, to preserve housing diversity; and developing an education program regarding how to build with a smal involved in the process: prospective home owners, builders, lenders, designers and officials. The Fairview project is making use of local funding and the LIP program to preserve an existing single-family home while adding four new residences to the lot. Its proximity to transportation is one of the reasons for the increased density and the project will feature energy-efficient design in an effort be a net-zero energy building. In fact, t-build contractor for the Zero Net Energy demonstration project at Fort Devens. Both the existing and the new homes at Fairview can have a similar educational impact for Lexington and the surrounding communities. -3- III. MUNICIPAL CONTACT INFORMATION Chief Elected Official Name Board of Selectmen, Deborah Mauger, Chair Address 1625 Massachusetts Ave Phone 781-862-0500 x. 208 Email selectmen@lexingtonma.gov Town Administrator/Manager Name Carl Valente Address 1625 Massachusetts Ave. Phone 781-862-0500 x. 275 Email townmanager@lexingtonma.gov City/Town Planner (if any) Name Aaron Henry Address 1625 Massachusetts Ave Phone 781-862-0500 x. 245 Email ahenry@lexingtonma.gov City/Town Counsel Name William Lahey, Anderson & Kreiger LLP Address One Canal Park, Suite 200, Cambridge, MA 02141 Phone 617-621-6550 Email wlahey@andersonkreiger.com Chairman, Local Housing Partnership (if any) Name Chris Kluchman Address 1625 Massachusetts Ave Phone 978-692-5524 Email ckluchman@westfordma.gov Community Contact Person for this project Name Bill Hays Address 4 Militia Dr., Lexington, MA 02420 Phone 617-423-5599 Email billandsuehays@aol.com -4- IV. DEVELOPMENT TEAM - CONTACT INFORMATION (include all development members) Developer Name: LexHAB Tax ID # Address: 4 Militia Drive, Suite3, Lexington, MA 02421 Phone 781-863-5362 Attorney Name: Patricia S. Nelson EmailAddress: 7 Hartwell LexHAB@verizoAvenue, Lexington, MA 02421 n.net Phone 781-863-8688 Tax ID # Email Contractor Name: psnelson@mass Transformations, Inc. law.us Address: 8 Coopersmith Tax ID # Way, Townsend, MA 01469 Phone 978-597-0542 Email info@transforma tions-inc.com Tax ID # 042907778 Architect Name: Benjamin Mkting/ Nickerson Lottery Agent Name: Address: 54 Pleasant St, Address: Woodstock, VT 05091 Phone Phone 802-356-1416 Email Tax ID # Email bennickerson@r ocketmail.com Housing Tax ID # Consultant Name: Address: Phone Engineer Name: Noonan & Email McDowell, Inc. Tax ID # Address: 25 Bridge St., Suite 6, Billerica, MA 01821 Phone 978-667-9736 x. 23 Email jlnoonan@noon anmcdowell.com -5- five past . vation Act Project #4Emerson Gardens 2104 Emerson GardensCondo1 Community Preser2009 a current phone number Project #3Emerson Gardens 1142 Emerson GardensCondo1 Community Preservation Act2010 - 5 - family - Project #2454 Marrett Road454 Marrett Road, LexingtonSingle1 Community Preservation Act2010 Provide owner references for each project, including UALIFICATIONS family - DEVELOPER Q Project #1Wilson Road1 Wilson Road, LexingtonSingle1 Community Preservation Act2012 - LexHAB : er Develop elopment Program & Telephone # TEAM EXPERIENCE Complete the charts on the following pages for all housing projects undertaken by the developer and the contractor during theyears. Include projects currently in construction.Altern atively, a resume outlining the experience that covers the items listed on the chart below may be submitted. 1. Project SummaryProject Name:Community/AddressHousing TypeNumber of UnitsTotal DevCostsSubsidy (if applicable) Date CompletedReference: Name 3116 - 603 - 0542 - ns Green 597 - homes . Carter Scott, President, Project #4DeveAdams Circle and Cavite Streets, Devens, MASingle family homes83 millionNoneCurrently underconstructionTransformations, Inc.Owner/developer/builderR978 MassDevelopment created the project. Rhonda Spector is the MassDevelopment project manager 617 1132 - 574 - homes Million Project #3The Homes at Easthampton MeadowsEasthampton, MA 01027Single family homes337VariousCurrently under constructionDarcy Jameson,Development DirectorBEACON COMMUNITIES,617 Transformations, Inc is the general contractor for the project. - 6 - dder 05422438 -- anker for project: 597353 -- homes Project #2Phase 2Coppersmith Way Development8 Coppersmith WayTownsend, MA 01469Single family homes15 4.5 millionNew England FundCurrently under constructionTransformations, Inc.Owner/developer/builde rR. Carter Scott, President, 978 The bMargaret KiVice PresidentFidelity Bank978 /builder Scott, 05422438 eveloper -- d anker for project: family 2009 - -597353 -- gle family and rmations, Inc.homes 27 ulti - Project #1Phase 1Coppersmith Way Development91 Highland StreetTownsend, MA 01469SinM15 4 millionNew England Fund3Transformations, Inc.Owner/R. CarterPresident, 978 The bMargaret KidderVice PresidentFidelity Bank978 Transfo : & t Costs ted Contractor 2. Project SummaryProject Name:Community/AddressHousing TypeNumber of UnitsTotal DevelopmenSubsidy Program (if applicable) Date CompleReference: NameTelephone # 3.Other Chapter 40B Experience Have you or any members of your team had previous Chapter 40B experience with DHCD and/or other subsidizing agencies? Yes No If yes, please explain. 4. Bankruptcy / Foreclosure Have you or any entities you control ever filed for bankruptcy or have had a property foreclosed? Yes No If yes, please explain. DEVELOPER CERTIFICATION The undersigned hereby certifies that he/she is (Title) of (Legal Name of Applicant) and that the information requested below for the project known as (Project Name) is complete and that all information contained in this application is true and correct to the best of his/her knowledge. The undersigned Developer agrees to execute DHCD model documents, as required. If the Developer is other than a non profit corporation or public entity, the Developer hereby certifies that it shall comply with all reporting requirements described in 760 CMR 56.00 and as set forth in the LIP Guidelines. Signature of Developer ___________________________ Date _______________ -7- V. PROJECT INFORMATION 1. Type of Housing Total number of units Single Family House Condo Rental 4 Other 2. Total Number of Units 4 Affordable 1 Market 3 3. Project Style Total number of units Detached single-family house 1 Rowhouse/townhouse 0 Duplex 0 Multifamily house (3+ family) 3 Multifamily rental building 0 Other (specify) 4. Is this an age-restricted (55+) Development? Yes No If yes, please submit a marketing study that demonstrates an understanding of the , market demand and the particular strategies necessary to attract buyers to both market and affordable units. 5. Estimate the percentage of the site used for: Buildings 12.93 Parking & Paved Areas 10.75 Usable Open Space 73.63 Unusable Open Space 0.00 6. Is any portion of the project designed for non-residential use? No If yes, explain the non-residential uses. 7. Sustainable Development Design and Green Building Practices In accordance with the Sustainable Development Principles adopted by Governor , DHCD encourages housing development that is consistent with sustainable development design and green building practices. For more information, see Appendix VI.A-1 and VI.B-1 of the 40B Guidelines for a list of links to resources and opportunities related to sustainable development. A. How will this development follow Sustainable Development Principles? The Fairview Ave project concentrates development by renovating an existing building and adding four more living units which are not allowed under current zoning. The project advances equity by providing affordable housing for two low-income families and promotes efficient decision making by taking advantage of the Comprehensive Permit and provide transportation choice. The project also promotes clean energy as it includes the installation of solar photo voltaic panels on the roof that will offset the energy needed used by the new housing. B. How will the project maximize energy efficiency and meet Energy Star Standards? The four new apartments at Fairview Ave are designed to extraordinarily energy efficient, far exceeding Energy Star standards. Insulation will be R10 at the -8- slab, R20 at the basement walls, R45 at the above-grade walls and R63 at the attic. Triple glazed windows will further insulate the living areas, providing for a 60% reduction in heating needs. Solar panels should provide the rest of the electricity for the new structures. The heating system will be efficient by using air source heat pumps and there will be 98% efficient instantaneous hot water heaters. All lights will be fluorescent and all appliances will be Energy Star. In addition to the energy efficient features above, Farview Ave utilizes the following elements of green design: low or no VOC paint, resilient flooring, dual flush toilets, pervious pavement, Hardie-plank siding and cellulose insulation. C. (e.g. reduction of energy and water consumption, increasing durability and improving health)? 8. Project Eligibility A. Have you ever applied for a project eligibility letter involving any portion of the site, or are you aware of any prior application for a project eligibility letter involving any portion of the site? Yes No If yes, explain. B. Has the municipality denied a permit on another proposal for this site within the last 12 months? Yes No 9. Outstanding Litigation Is there any outstanding litigation relating to the site? Yes No If yes, explain. -9- 10.Unit Composition Complete the chart below. Include a separate entry for each unit type according to its square foot/age and/or sales price/rent. # of Sales Type of # of # of # of Gross Parking Price/ Condo Handicap Unit Units Bdrms Baths Sq. Ft. Spaces Rent Fee Accessible Affordable 1 2 1 924 2 $1,274 # # # # Market 1 1 1 754 2 $550 # 1 1 2 1 924 2 $750 # 1 3 1 1,248 2 $950 # # Other # # -10- VI. SITE INFORMATION 1. Total Acreage .578 Total Buildable Acreage .578 2. Describe the current and prior uses of the subject site: There is an existing single-family house that will be renovated. Existing buildings on site? Yes No If yes, describe plans for these buildings: Renovation 3. Current Zoning Classification: Residential RO (minimum lot size) 30,000 Commercial Industrial Other 4. Does any portion of the site contain significant topographical features such as wetlands? Yes No If yes, how many acres are wetlands? If yes, attach map of site noting wetland areas. Is map attached? Yes No 5. Is the site located within a designated flood hazard area? Yes No If yes, please attach a map of the site with flood plain designations. Is map attached? Yes No 6. Is the site or any building located on the site listed, nominated or eligible for listing on the National Register of Historic Places? Yes No 7. Is the site within a Historic District? Yes No If yes, describe the architectural, structural and landscape features of the area: 8. In the past three years, have there been any defaults on any mortgage on the property or any other forms of financial distress? Yes No If yes, please explain: 9. Indicate which utilities are available to the site: Public Sewer Private Septic Public Streets Public Water Private Wells Private Ways Natural Gas Electricity On-site Sewer Treatment Facility Other Explain: 10. Describe any known or suspected hazardous waste sites on or within a ½ mile radius of the project site. None known 11. Has a 21E hazardous waste assessment ever been done on this site? If so, attach a summary of the filing. Yes No -11- 12. What waivers will be requested under the comprehensive permit? The Fairview Ave project is located within the RO District, which is a single-family district. The minimum lot size within the RO district is 30,000 SF, thus this parcel, consisting of just over 25,000 SF, is non- conforming and would not allow for any new development. Additionally there is 140 feet of frontage where 150 feet is required and the front setback to the first building is 26 feet where 30 feet is required. 13. Describe the current status of site control and attach copies of relevant deeds or executed agreements. A. Owned by Developer B. Under Purchase and Sale Agreement C. Under Option Seller: Eleanor M. Garten Buyer: Lexington Housing Assistance Board, Inc. Is there an identity of interest between the Buyer and Seller? If yes, please explain: No Date of Agreement 9/8/2011 Expiration Date Extensions granted? Yes No Date of Extension Purchase Price $411,950 -12- VII. DESIGN AND CONSTRUCTION 1. Drawings Please submit one set of drawings. Cover sheet showing written tabulation of: Proposed buildings by design, ownership type, and size. Identity and describe affordable units and handicapped accessible units. Dwelling unit distribution by floor, size, and bedroom/bath number Square footage breakdown of commercial, residential, community, and other usage in the buildings Number of parking spaces Site plan showing: Lot lines, streets, and existing buildings Proposed building footprint(s), parking (auto and bicycle), and general dimensions Zoning restrictions (i.e. setback requirements, easements, height restrictions, etc). Wetlands, contours, ledge, and other environmental constraints Identification of affordable units Identification of handicapped accessible units. Sidewalks and recreational paths Site improvements, including landscaping Flood plain (if applicable) Utilities plan showing: Existing and proposed locations and types of sewage, water, drainage facilities, etc. Graphic depiction of the design showing: Typical building plan Typical unit plan for each unit type with square footage tabulation Typical unit plan for each accessible unit type with square footage tabulation Elevation, section, perspective, or photograph Typical wall section -13- 2.Construction Information # # Aff. # # Aff. Mkt. Units Units Attic Mkt. Units Units Foundations Slab on Grade Unfinished 3 1 Crawl Space Finished Full Basement 3 1 Other # # Aff. # # Aff. Mkt. Units Units Parking Mkt. Units Units Exterior Finish Wood Outdoor Vinyl Covered 6 2 Brick Garage Fiber Cement Bicycle Other 3 1 Heating System Fuel: Oil Gas Electric Other Distribution method (air, water, steam, etc.): air Energy Efficient Materials Describe any energy efficient or sustainable materials used in construction: Modular Construction If modular construction will be used, explain here: No modular construction will be used Amenities Will all features and amenities be available to market buyers also be available to affordable buyers? If not, explain the differences. There will be no difference in features or amenities available to market buyer sand affordable buyers -14- VIII. SURROUNDING AREA 1. Describe the land uses in the surrounding neighborhood. The surrounding neighborhood is entirely single-famiy homes and conservation land. The property is very near Minuteman National Park and also abuts Town Conservation land, and is otherwise surrounded by single-family homes. 2. What is the prevailing zoning in the surrounding neighborhood? The surrounding neighborhood is all zoned for single-family housing on lots with a miniumum size of 30,000 square feet 3. pattern(s) of the immediately surrounding area? The size of the one triplex is similar to the single-family homes in the area. Therefore the massing of the buildings will allow them to blend in, despite having more units on the site than is typical of surrounding parcels. 4. Describe and note distances to nearby amenities and services such as shopping, schools, parks and recreation, or municipal offices. 11 Fairview Ave is convienently located near several recreational resources, including being .2 miles from Fiske Hill (in Minuteman National Park), .5 miles from Katahdin Woods and the Pine Meadows Golf Club and about 1.5 miles from the Minuteman Bike Path. It is also within .6 miles or less of the Minuteman High School, the Maria Hastings Elementary School and three preschools, while Lexington High School is 1.4 miles away. Town Hall is located 1.8 miles away 11 Fairview is 1.3 miles from the Walgreens at 60 Bedford Street, and 1.4 miles from the Stop & Shop at 36 Bedford Street, 5. Explain how developing the site contributes to smart growth development in the area (e.g. mixed use, reuse, concentrated development). Developing this site complies with smart growth principles because it is reusing an existing buiding, while adding three more units of housing on a lot that is too small to develop even a single-family home by-right. 6. Is the site located near public transit (bus, subway, commuter rail, etc.)? If so, indicate the type, distance to the nearest stop, and frequency of service. 11 Fairview Ave is located .12 miles from a bus stop for the both 62 and 76 bus routes. The 62 bus connects the Bedford V.A. Hospital, Arlington Heights and Lexington Center to Alewife Station and has services approximately every 20 minutes during rush hour and approximately every hour at other times during the week and on Saturday. The 76 bus has a similar schedule and connects Hanscom/Lincoln Labs with Lexington Center and Alewife Station. -15- IX.FINANCING 1. Attach a letter of interest from a construction lender. Are there any public funds to be used for this project? If yes, indicate the source, amount, use and status of funds: No Describe the form of financial surety to be used to secure the completion of cost certification for this project Upon the request of DHCD, LexHAB is willing to set up an escrow account to secure completion of the cost certification. -16- X. PROJECT FEASIBILITY The section is for developers of home ownership projects. Developers of multi-family rental projects must use the One Stop Application at http://www.mhic.com and complete Section 3 Sources and Uses and Section 4 Pro Forma. Ownership Pro Forma Total Costs Per Unit Per Sq. Ft. % of Total (a) Site Acquisition $ $ $ $ Hard Costs: $ $ $ $ Earth Work $ $ $ $ Site Utilities $ $ $ $ Roads & Walks $ $ $ $ Site Improvement $ $ $ $ Lawns & Planting $ $ $ $ Demolition $ $ $ $ Unusual Site Conditions $ $ $ $ (b) Total Site Work $ $ $ $ Concrete $ $ $ $ Masonry $ $ $ $ Metals $ $ $ $ Carpentry $ $ $ $ Roofing & Insulation $ $ $ $ Doors & Windows $ $ $ $ Interior Finishes $ $ $ $ Cabinets & Appliances $ $ $ $ Plumbing & HVAC $ $ $ $ Electrical $ $ $ $ (c) Total Construction $ $ $ $ (d) General Conditions $ $ $ $ (e) Subtotal Hard Costs (a+b+c+d) $ $ $ $ (f) General Conditions $ $ $ $ (g) Total Hard Costs (e+f) $ $ $ $ -17- Soft Costs: $ $ $ $ Permits/Surveys $ $ $ $ Architectural $ $ $ $ Engineering $ $ $ $ Legal $ $ $ $ Bond Premium $ $ $ $ Real Estate Taxes $ $ $ $ Insurance $ $ $ $ Security $ $ $ $ $ $ $ $ General Contra Overhead $ $ $ $ Construction Manager $ $ $ $ Property Manager $ $ $ $ Construction Interest $ $ $ $ Financing/Application Fees $ $ $ $ Utilities $ $ $ $ Maintenance (unsold units) $ $ $ $ Accounting $ $ $ $ Marketing $ $ $ $ (h) Subtotal Soft Costs $ $ $ $ (i) Contingency $ $ $ $ (j) Total Soft Costs (h+i) $ $ $ $ (k) Total Development Costs (g+j) $ $ $ $ -18- Profit Analysis (should conform to the pro forma) Sources: Affordable projected sales $ Market sales $ Public grants $ (A) Total Sources $ Uses: Construction Contract Amount $ (B) Total Development Costs $ Profit: (C) Total Profit (A-B) $ (D) Percentage Profit (C/B) $ Cost Analysis (should conform to the pro forma) Total Gross Building Square Footage Residential Construction Cost per Sq. Ft. $ Total Hard Costs per Sq. Ft. $ Total Development Costs per Sq. Ft. $ Sales per Sq. Ft. $ (do not include proceeds from public grants) -19- One Stop2000 Affordable Housing Finance Application \[Version 1.21\] ©Page 10 Section 3 SOURCES AND USES OF FUNDS Sources of Funds Private Equity:Optional user calculations 81.Developer's Cash Equity $1,132,087 SF3,207Gross heated space 82.Tax Credit Equity (net amount) (See line 360, Section 5, page 18.)$873Gross unheated space 83.Developer's Fee/Overhead, Contributed or Loaned$Total4,080Total 84.Other Source:$ Public Equity: 85.HOME Funds, as Grant$ 86.Grant:$ 87.Grant:$ 88.Total Public Equity$0 Subordinate Debt (see definition):AmountRateAmortiz.Term 89.Home Funds-DHCD, as Subordinate Debt$0% yrs.yrs. Source: 90.Home Funds-Local, as Subordinate Debt$0% yrs.yrs. Source: 91.Subordinate Debt $0% yrs.yrs. Source: 92.Subordinate Debt$0% yrs.yrs. Source: 93.Subordinate Debt $0% yrs.yrs. Source: 94.Total Subordinate Debt$0 Permanent Debt (Senior):AmountRateOverrideAmortiz.TermMIP 95.MHFAMHFA Program 1$%%yrs.yrs.% 96.MHFAMHFA Program 2$%%yrs.yrs.% 97.MHP Fund Permanent Loan$%yrs.yrs.% 98.Other Permanent Senior Mortgage$% yrs.yrs.% Source: 99.Other Permanent Senior Mortgage $% yrs.yrs.% Source: 100.Total Permanent Senior Debt$0 101.Total Permanent Sources$1,132,087 Construction Period Financing:AmountRateTerm 102.Construction Loan$0%mos. Source: Repaid at: (event) 103.Other Interim Loan $0%mos. Source: Repaid at: (event) 104.Syndication Bridge Loan $0%mos. Source: Repaid at: (event) #VALUE!#VALUE! Section 3. Sources and Uses of FundsPage 11 Uses of Funds The Contractor certifies that, to the best of their knowledge, the construction estimates, and trade-item breakdown on this page are complete and accurate. Direct Construction: 105.Who prepared the estimates?R. Carter Scott NameSignature 106.Basis for estimates?Design plans dated 4-22-2013 and past experience DV Trade ItemAmountDescription 107.3Concrete$28,850$24,250 new construction & $4,600 to rebuild front steps with precast concrete 108.4Masonry$0 109.5Metals$0 110.6Rough Carpentry$89,600$86,400 new construction & $3,200 to replace main bathroom 111.6Finish Carpentry$17,040$16,540 new construction & $500 rear deck handrails 112.7Waterproofing$750 113.7Insulation$28,400R10 slab, R20 basement walls, R45 walls and R63 attic 114.7Roofing$17,52030 year architectural shingles; original building chaminey painting & cap 115.7Sheet Metal and Flashing$0Included in windows, siding and roofing 116.7Exterior Siding$31,200HardiePlank with ColorPlus Technology 117.8Doors$6,000$4,200 for new exterior doors; $1,800 to replace rear door & repair bulkhead door 118.8Windows$23,600New construction includes riple glazed vinyl; renovation is 16 new harvey windows 119.8Glass$0 120.9Lath & Plaster$18,500Blueboard and plaster new construction only 121.9Drywall$12,300remove wallpaper, hang blueboard & plaster, renovation only 122.9Tile Work$0 123.9Acoustical$4,000light weight concrete, new construction only 124.9Wood Flooring$0 125.9Resilient Flooring$9,500new construction only 1269Carpet$6,200Recycled PET 127.9Paint & Decorating$14,000Low VOC paints - $9,200 new construction; $4,800 renovation 128.10Specialties$1,850$1450 new construction closet shevling; $400 renovation miscellaneous 129.11Special Equipment$0 130.11Cabinets$20,400$13,200 for new construction; $7,200 for renovation 131.11Appliances$6,300Stove, dishwasher, microwave, refrigerator - new construction only 132.12Blinds & Shades$0 133.13Modular/Manufactured$0 134.13Special Construction$0Solar electric installation leased or purchased as separate line item 135.14Elevators or Conveying Syst.$0 136.15Plumbing & Hot Water$29,000$26,500 new construction; $2,500 repair damaged pipes, etc. 137.15Heat & Ventilation$12,500Ductless dual stage mini-splits, new construction only 138.15Air Conditioning$0Included in heating above 13915Fire Protection$22,600Sprinkler systems in each unit; $1,000 for renovation 140.16Electrical$27,700$21,500 new construction; $6,200 for new serive box, rewiring & replacing fixtures 141.Accessory Buildings$0 142.Other/misc$32,490Building permit, cleaning, misc. 143.Subtotal Structural$460,300 144.2Earth Work$28,500 145.2Site Utilities$4,400 146.2Roads & Walks$11,600 147.2Site Improvement$4,500 148.2Lawns & Planting$9,900 1492Geotechnical Conditions$0 1502Environmental Remediation$0 1512Demolition$0 152.2Unusual Site Cond$0 153.Subtotal Site Work$58,900 154.Total Improvements$519,200 155.1General Conditions$38,280 156.Subtotal$557,480 157.1Builders Overhead$13,980 158.1Builders Profit$41,940 159.TOTAL$613,400 160 Total Cost/square foot: $191.27Residential Cost/s.f.: $150.34(Including basements in SF) #REF!#VALUE!#VALUE! Section 3. Sources and Uses of FundsPage 12 Development Budget: TotalResidentialCommercialComments 161.Acquisition: Land$103,202$103,202% of Purchase Price 162.Acquisition: Building$308,748$308,748% of Purchase Price 163.Acquisition Subtotal$411,950$411,950$0 164.Direct Construction Budget$613,400$613,400 (from line 159) 165.Construction Contingency$30,670$30,6705.0%of construction 166.Subtotal: Construction$644,070$644,070$0 General Development Costs: 167.Architecture & Engineering$40,000$40,000Need to confirm 168.Survey and Permits$2,000$2,000Survey cost + ADD 1.2% of construction budget 169.Clerk of the Works$0$0Done by experienced volunteer 170.Environmental Engineer$0$0Not applicable 171.Bond Premium$0$0May not be necessary 172.Legal$15,000$15,000Estimate 173.Title and Recording$0$0Included in Legal 174.Accounting & Cost Cert.$5,000$5,000Estimate 175.Marketing and Rent Up$10,000$10,000 176.Real Estate Taxes$0$0Waived 177.Insurance$445$445Insurance during construction 178.Relocation$0$0Not applicable 179.Appraisal$0$0Not applicable 180.Security$0$0Inclded in Construction 181.Construction Loan Interest$0$0Not applicable 182.Inspecting Engineer$0$0Not applicable 183.Fees to:$0$0 184.Fees to:$0$0 185.MIP$0$0Not applicable 186.Credit Enhancement Fees$0$0Not applicable 187.Letter of Credit Fees$0$0Not applicable 188.Other Financing Fees$0$0Not applicable 189.Development Consultant$0$0Metro West CD fee assumed outside project budget 190.Other:$0$0 191.Other:$0$0 192.Soft Cost Contingency$3,622$3,622 5.0%of soft costs 193.Subtotal: Gen. Dev.$76,067$76,067$0 194.Subtotal: Acquis., Const.,$1,132,087$1,132,087$0 and Gen. Dev. 195.Capitalized Reserves$0 196.Developer Overhead$0 197.Developer Fee$0 198.Total Development Cost$1,132,087$1,132,087$0TDC per unit$226,417.45 199.TDC, Net$1,132,087$1,132,087$0TDC, Net per unit$226,417.45 #REF!#VALUE!#VALUE! Section 3. Sources and Uses of FundsPage 13 Additional Detail on Development Pro-Forma: 200.Gross Syndication Investment Off-Budget Costs: Syndication Costs: 201. Syndication Legal 202. Syndication Fees 203. Syndication Consultants 204. Bridge Financing Costs 205. Investor Servicing (capitalized) 206. Other Syndication Expenses 207. Total Syndication Expense$0 208. Current Reserve Balance Reserves (capitalized): 209. Development Reserves 210. Initial Rent-Up Reserves 211. Operating Reserves 212. Net Worth Account 213. Other Capitalized Reserves 214. Subtotal: Capitalized Reserves$0 215. Letter of Credit Requirements 216.Total of the Above$0 Check: Line 214 is the same as line 195. Please Answer The Following Dev. ReservesInitial Rent-UpOp. ReservesNet WorthOtherLetter of Credit Who requires the reserves? Who administers the reserves? When and how are they used? Under what circumstances can they be released? Unit Sales (For Sale Projects Only): 217.Gross Sales From Units $ 218.Cost of Sales (Commissions, etc.) $ 219.Net Receipt from Sales $0 Debt Service Requirements: 220.Minimum Debt Service Coverage 221.Is this Project subject to HUD Subsidy Layering Review?No Optional user comments #VALUE!#VALUE! One Stop2000 Affordable Housing Finance Application \[Version 1.21\] ©Page 14 Section 4 OPERATING PRO-FORMA Operating Income Rent Schedule:ContractUtilityTotalNo. of 222.Low-Income (Rental Assisted):RentAllowanceGross RentUnits SRO$00 0 bedroom$00 1 bedroom$00 2 bedrooms$00 3 bedrooms$00 4 bedrooms$00 223.Low-Income (below 50%): SRO$00 0 bedroom$00 1 bedroom$00 2 bedrooms$00 3 bedrooms$00 4 bedrooms$00 224.Low-Income (below 60%): SRO$00 0 bedroom$00 1 bedroom$00 2 bedrooms$1,274$0$1,2741 3 bedrooms$00 4 bedrooms$00 225.Other Income (User-defined) SRO$00 0 bedroom$00 1 bedroom$550$5501 2 bedrooms$750$0$7501 3 bedrooms$950$0$9501 4 bedrooms$00 226.Market Rate (unrestricted occupancy): SRO0 0 bedroom0 1 bedroom0 2 bedrooms 3 bedrooms 4 bedrooms0 Commercial Income:(average) 227.Square Feet:0@ /square foot =$0 Parking Income:(average) 228.Spaces:0@ /month x 12 =$0 #VALUE! #VALUE! Section 4. Operating Pro-Forma Page 15 Other Operating Income Assumptions: 229.Laundry Income (annual):Optional user calculations 230.Other Income:a. b. c. d. e. f. Vacancy Allowance: 231.Low-Income (Rental Assistance) 232.Low-Income (below 50%)0.0% 233.Low-Income (below 60%) 234.Other Income (User-defined) 235.Market Rate0.0% 236.Commercial Trending Assumptions for Rents:Year 2Year 3Years 4-5Years 6-20 237.Low-Income (Rental Assistance)%%%% 238.Low-Income (below 50%)0.0%0.0%0.0%0.0% 239.Low-Income (below 60%)%%%% 240.Other Income (User-defined)%%%% 241.Market Rate0.0%0.0%0.0%0.0% 242.Commercial Space Rental%%%% 243.Laundry Income%%%% 244 a.Other Income - %%%% b.Other Income - %%%% c.Other Income - %%%% d.Other Income - %%%% e.Other Income - %%%% f.Other Income - %%%% Operating Subsidy and Capitalized Operating Reserves: 245.Subsidy Source I ............................... 246.Subsidy Source II ............................. 247.Capitalized Operating Reserve Amount:$Source: 248.Yearly Draws on Subsidies and Reserves: SubsidySubsidyDraw on Source ISource IIOper. Reserve Year 1$$$ Year 2$$$ Year 3$$$ Year 4$$$ Year 5$$$ Year 6$$$ Year 7$$$ Year 8$$$ Year 9$$$ Year 10$$$ Year 11$$$ Year 12$$$ Year 13$$$ Year 14$$$ Year 15$$$ Year 16$$$ Year 17$$$ Year 18$$$ Year 19$$$ Year 20$$$ Year 21$$$ 249.Annual Operating Income (year 1)$42,288 #VALUE! #REF!#VALUE! Section 4. Operating Pro-Forma Page 16 Operating Expenses Annual Operating Exp.:TotalResidentialCommercialComments 250.Management Fee$0 251.Payroll, Administrative$2,200$2,200 252.Payroll Taxes & Benefits, Admin.$400$400 253.Legal$125$125 254.Audit$675$675 255.Marketing$200$200 256.Telephone$275$275 257.Office Supplies$4,500$4,500 258.Accounting & Data Processing$60$60 259.Investor Servicing$0$0 260.DHCD Monitoring Fee$0$0 261.Other:$0$0 262.Other:$0$0 263.Subtotal: Administrative$8,435$8,435$0 264.Payroll, Maintenance$200$200 265.Payroll Taxes & Benefits, Admin.$0$0 266.Janitorial Materials$0$0 267.Landscaping$1,000$1,000 268.Decorating (inter. only)$0$0 269.Repairs (inter. & ext.)$5,000$5,000 270.Elevator Maintenance$0$0 271.Trash Removal$0$0 272.Snow Removal$10,000$10,000 273.Extermination$0$0 274.Recreation$0$0 275.Other:$0$0 276.Subtotal: Maintenance$16,200$16,200$0 277.Resident Services$0$0 278.Security$0$0 279.Electricity$750$750 280.Natural Gas$5,244$5,244 281.Oil$0$0 282.Water & Sewer$3,876$3,876 283.Subtotal: Utilities$9,870$9,870$0 284.Replacement Reserve$0$0 285.Operating Reserve$0$0 286.Real Estate Taxes$0$0 287.Other Taxes$0$0 288.Insurance$500$500 289.MIP$0$0 290.Other:$0 291.Subtotal:Taxes, Insurance$500$500$0 292.TOTAL EXPENSES$35,005$35,005$0 #VALUE! #REF!#VALUE! Section 4. Operating Pro-Forma Page 17 Other Operating Expense Assumptions Trending Assumptions for Expenses Year 2Year 3Years 4-5Years 6-20 293.Sewer & Water .........................................................3.0%3.0%3.0%3.0% 294.Real Estate Taxes ..................................................0.0%0.0%0.0%0.0% 295.All Other Operating Expenses ..........................................................3.0%3.0%3.0%3.0% Reserve Requirements: 296.Replacement Reserve Requirement$0.00 per unit per year 297.Operating Reserve Requirement$0.00 per unit per year Debt Service:Annual Payment 298.MHFAMHFA Program 1 N/A 299.MHFAMHFA Program 2 N/A 300.MHP Fund Permanent Loan N/A 301.Other Permanent Senior Mortgage N/A Source:Not Applicable 302.Other Permanent Senior Mortgage N/A Source:Not Applicable 303.Total Debt Service (Annual)$0 304.Net Operating Income$7,283 (in year one) 305.Debt Service Coverage N/A (in year one) Affordability: Income Limits and Maximum Allowable Rents 306.CountyMSA This MSA does not match the county you have chosen 307.Maximum Allowed Rents, by Income, by Unit Size:Income Limits last updated on 11/9/2011 Maximum IncomeMaximum Rent (calculated from HUD income data) 50%60%#REF!50%60%#REF! SRO#VALUE!#VALUE!#REF!#VALUE!#VALUE!#REF! 0 bedroom#VALUE!#VALUE!#REF!#VALUE!#VALUE!#REF! 1 bedroom#VALUE!#VALUE!#REF!#VALUE!#VALUE!#REF! 2 bedrooms#VALUE!#VALUE!#REF!#VALUE!#VALUE!#REF! 3 bedrooms#VALUE!#VALUE!#REF!#VALUE!#VALUE!#REF! 4 bedrooms#VALUE!#VALUE!#REF!#VALUE!#VALUE!#REF! #VALUE! Area median income for a family of 308.H.U.D. "Fair Market Rents" (Maximum): 0 bedroom#VALUE! 1 bedroom#VALUE! 2 bedrooms#VALUE! 3 bedrooms#VALUE! 4 bedrooms#VALUE! 5 bedrooms#VALUE!FMR Information last updated on 11/9/2011 #REF!#VALUE!#VALUE! Section 4. Operating Pro-FormaPage 17a Operations before this transaction:Operations after: CurrentAnnualized FutureMarket TypeNumberRentIncomeNumberRentsRent GPR 309.SRO000000 310.0 bedroom000000 311.1 bedroom000000 312.2 bedrooms000000 313.3 bedrooms000000 314.4 bedrooms000000 315.Gross Potential Rental Income00 316.Vacancy0%0Vacancy %0 317.Other Income0Other Income0 318.Effective Gross Income0Effective Gross Income0 Operating ExpensesYearReason% ChangeYear 319.Management fee00 320.Administration08,435 321.Maintance/Operations016,200 322.Resident Services00 323.Security00 324.Utilities09,870 325.Replacement Reserve00 326.Operating Reserve00 327.Real Esate Taxes00 328.Insurance0500 329.Total Expenses035,005 330.Net Operating Income0Net Operating Income-35,005 331.Transaction Description: Optional user calculations #REF!#VALUE!#VALUE! XI. DEVELOPMENT SCHEDULE Complete the chart below by providing the appropriate month and year. Fill in only as many columns as there are phases. If there will be more than three phases, add columns as needed. Phase 1 Phase 2 Phase 3 Total Number of affordable units 1 Number of market units 3 Total by phase 4 Please complete the following chart with the appropriate projected dates: Phase 1 Phase 2 Phase 3 Total All permits granted Nov. 2013 Construction start Jan. 2014 Marketing start affordable units Jan. 2014 Marketing start market units Jan. 2014 Construction completed July 2014 Initial occupancy Aug. 2014 -20- XII.MARKETING OUTREACH AND LOTTERY Affirmative Fair Housing Marketing Plan: Please submit your Affirmative Fair Housing Marketing Plan (AFHMP), prepared in accordance with Section III of the 40B Guidelines, and a description of the lottery process that will be used for this project. This shall describe: Information materials for applicants that will be used that provides key project information; Eligibility requirements; Lottery and resident selection procedure; Any preference system being used (Note: if local preference is proposed for this project, demonstration of the need for local preference must be demonstrated and accepted by DHCD); Measures to ensure affirmative fair marketing including outreach methods; Application materials that will be used; and Lottery Agent. -21- XIII.CHECKLIST OF ATTACHMENTS The following documentation must accompany each application: 1. Letter of support signed by Chief Elected Officer of municipality 2. Letter of support from local housing partnership (if applicable) 3. Signed letter of interest from a construction lender 4. Map of community showing location of site 5. Check payable to DHCD 6. Rationale for calculation of affordable purchase prices or rents (see Instructions) 7. Copy of site control documentation (deed or Purchase & Sale or option agreement) 8. Last arms length transaction or current appraisal under by-right zoning 9. 21E summary (if applicable) 10. Photographs of existing building(s) and/or site 11. Site Plan showing location of affordable units 12. Sample floor plans and/or sample elevations 13. Proposed marketing and lottery materials -22- Rationale for Calculation of Affordable Rents The 40B LIP requirements enable LexHAB to charge rents that are based on what a household earning at 80% of area median income can afford (based on a household size of one plus the number of bedrooms available), spending no more than 30% of gross income on housing expenses. LexHAB, however, in an effort to reach lower income families in greater need of affordable rental housing in the community, has set maximum income limits at 60% of area median income. and annual recertification process. Tenants will pay up to 30% of their gross income on housing, and will also be required to pay a minimum rent as discussed below. LexHAB will be paying all utilities, including electric, heat, hot water and gas. The tenant pays no utilities, and has no utility allowance. Maximum Rent Maximum Income Limit $50,967 60% of the 100% for a household of 3 Monthly Gross Housing amount $1,274 30% of income, divided by 12 months Maximum Gross rent $1,274 Utility Allowance $0 Maximum Net Rent $1,274 Minimum monthly rent and income acknowledges that LexHAB requires some amount of rent to help cover operating expenses. For example, if a household had no or very little income, than it would be likely that LexHAB would not only be offering rents that are well below the market but obtaining little or nothing to support the maintenance of the units as well. Therefore, LexHAB has determined that it needs to charge at least $450 for operating expenses, which translates into the requirement that tenants have sufficient income to cover this small charge based again on their spending no more than 30% of their income on housing. In no cases will the combination area median income. Minimum Income $18,000 Monthly Gross Housing Amount $450 Maximum Gross Rent $450 Utility Allowance $0 Minimum Net Rent $450 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. LEXINGTON HOUSING ASSISTANCE BOARD FAIRVIEW PROJECT AFFORDABLE HOUSING MARKETING PLAN JUNE 2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. Table of Contents Purpose of Plan................................................................................................................................3 Key Contacts....................................................................................................................................3 Project Description..........................................................................................................................4 Unit Pricing......................................................................................................................................4 Marketing Plan.................................................................................................................................5 Eligibility and Preferences...............................................................................................................6 Income....................................................................................................................................................................6 Primary Residence...................................................................................................................................................7 Other Eligibility Criteria.............................................................................................................................................7 Household Size Preference.......................................................................................................................................7 Local Preference......................................................................................................................................................7 Minority Preference..................................................................................................................................................7 Lottery Procedures..........................................................................................................................8 Leasing the Unit...............................................................................................................................8 Page 2of 86/10/2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. PURPOSE OF PLAN This marketing plan describes the project, the marketing and outreach efforts in compliance with Fair Housing requirements, the eligibility criteria and the lottery and buyer selection process for the leasing of the one affordable housing unitas described further below.Themarketing plan is prepared in advance of the application periodto confirm the conformance with Affirmative Marketing requirements in accordance with the Affirmative Fair Housing Marketing Plan (Including Resident Selection) guidelines as published by the Department of Housing and Community Development (DHCD), updated as of May 2013. At the appropriate time (after the plan is approvedby DHCD,and the Comprehensive Permit issued) the Lottery Agent will execute the marketing plan by conducting outreach programs to create interest and awareness of the unit for rent, including placing advertisements, distributing flyers and notices.This effort will ensure affirmative fair marketing and will implement the income restriction and other preference restrictions in compliance with applicable regulations and guidelines. The marketing plan describes the overall program and eligibility, and the application package included herein provides detailed information relevant to the prospective applicant. Application packages will be monitored for completeness and the Lottery Agent will communicate with applicants on application status.The Lottery Agent will hold one information session and verify the eligibility of residents including income, assets, household size, and minority statusand conduct the lottery. KEY CONTACTS Janice Lesniak DeveloperContact DHCD, LIP Program LexHAB 100 Cambridge Street 4 Militia Drive, Suite 3 Boston, MA Lexington, MA 02420 Phone: (617) 573-1327 781-863-5362 Janice.Lesniak@state.ma.us lexhab@verizon.net LotteryAgent Jennifer Van Campen Executive Director Watertown Community Development, Inc. 63 Mt. Auburn St., Watertown MA 02472 Phone: 617-923-3505 x 4 Email: jvc@watertowncd.org DHCD/Monitoring Agent Page 3of 86/10/2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. PROJECT DESCRIPTION The Fairview Project consists of 4 units of family rental housing –three newly constructed units and as well as renovation and rehab of the existing home on the site.The construction will be permitted under Chapter 40B, and regulated under the DHCD Local Initiative Program. While Lexington is above the State mandated 10% threshold of affordable housing, the Town continues to support the creation of new units. The Fairview property is owned and will be developed by the Lexington Housing Assistance Board (LexHAB). LexHABis an arm of the Town, and exists for the benefit of the Town and its residents. LexHAB is an experienced non-profit creator of affordable housing in Lexington, with ~30 years of experience in acquiring, building, rehabilitating and managing affordable rental housing. The organization currently manages 64 units of family rental housing: some were new construction; others were created through acquisition and rehab. Most of the LexHABunits are included in the Subsidized Housing Inventory (SHI) maintained by DHCD. In accordance with the regulations at 760 CMR 56.00, 25% of the units in this project –or one unit -is to be occupied by households earning less than earning up to 80% of the area median income (60% in this case) and will be regulated as such through Regulatory Agreement. The other units will be offered for rent through LexHAB tenancy practices that promote local control. The LexHAB tenant selection practices have been reviewed in detail and are endorsed by the Town. This plan covers the resident selection for one of the Fairview units, and the creation of a Ready Renters Listto be used for anynew units created through acquisition or any vacancy over the nexttwo (2) years The Fairview property was purchased by LexHAB on 9/8/2011. The property is 0.578acres, and contains a 3-bedroom dwelling of 1,248square feet of living space. This home will be renovated as part of the project. On the site, a new three unit Greek Revival house structure will be constructed, with one unit of each of the three floors. The unit covered in this plan is located on the second floor.It has 2 bedrooms and 1bath, with xxof living space. The unit has the two bedrooms, kitchen/dining/living area. It has two parking spaces –one of which is covered. UNIT PRICING The 40B LIP requirements enable LexHAB to charge rents that are based on what a household earning at 80% of areamedian income can afford (based on a household size of one plus the number of bedrooms available),spending no more than 30% of gross income on housing expenses. LexHAB, however, in an effort to reachlower income families in greater need of affordable rental housing in the community, has set maximum income limits at60% of area median income. Rents will be charged based on the individual tenant’s income, as determined during the initial leasing and annual recertification process. Tenants will pay up to 30% of their gross income on housing, and will also be required to pay a minimum rent as discussed below. LexHAB will be paying all utilities, including electric, heat, hot water and gas. The tenant pays no utilities, and has no utility allowance. Page 4of 86/10/2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. Maximum Rent Maximum Income Limit$50,976 60% of the 100% for a household of 3 Monthly Gross Housing amount$1,274 30% of income, divided by 12 months $1,274 Maximum Gross rent Utility Allowance$0 Maximum Net Rent $1,274 Minimum monthly rentand income acknowledges that LexHAB requires some amount of rent to help cover operating expenses. For example, if a household had no or very little income, than it would be likelythat LexHAB would not only be offering rents that are well belowthe market but obtaining little or nothingto support the maintenance of the units as well. Therefore, LexHAB has determined that it needs to charge atleast $450for operating expenses, which translates into the requirement that tenants have sufficientincome to cover this small charge based again on their spending no more than 30% of their income onhousing. In no cases will the combination of rent and utilities be more than 30% of a household’s income forthose earning no more than 60% of area median income. Minimum Rent Minimum Income$18,000 Monthly Gross Housing amount$450 Maximum Gross rent$450 Utility Allowance$0 Minimum Net Rent $450 MARKETING PLAN A marketing plan for affordable housing lotteries demonstrates and ensures Fair Housing regulations are complied with and that the unitsare made available to a wide audience of qualified people. The marketing and outreach activities are intended to communicate and advertise these opportunities. In general, the plan includes sending letters to local preference groups, flyers to organizations, notices for website publications, and advertisements in newspapers and periodicals. In accordance with the guidelines, the marketing period will start 60days before the application period closes, and all advertisements will run twice. During the general marketing period, the Developer and the lottery administrator will offer one ‘informational session’ for members of the public to educate them about the Unit and the lottery process. Page 5of 86/10/2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. GroupWhat to send Bay State BannerPaid Ad Lexington MinutemanPaid Ad MetroWest Daily newsPaid Ad Sampan NewspaperPaid Ad El MundoPaid Ad O JornalPaid Ad LibraryHardcopy Council on AgingFlyer Civic GroupsFlyer American Legion Post,P.O. Box 281,Norfolk, MA 02056Flyer Housing Authorities and Agencies–Bedford, Lexington, Concord, Flyer Waltham, Belmont, Arlington, Winchester, Woburn, Burlington METCO familiesLetter Notice to Town Committees and employeesincluding schoolsEmail notice Metrolist Clearinghouse Flyer Mass Access website Website submission Massachusetts Affordable Housing AllianceWebsite submission Town of LexingtonwebsiteWebsite submission Social Service Agencies,other non-profits Flyer Action for Boston Community Development, IncFlyer Vietnamese American Initiative For Development Flyer Asian Community Development CorporationFlyer Asian American Civic Association Inc Flyer Vietnamese American Civic AssociationFlyer Urban Edge Housing Corporation Inc Flyer Neighborhood Development Corporation of Jamaica Plain Flyer Martin Luther King Jr. Business Empowerment Center Flyer La Alianza Hispana Inc Flyer Coalition For A Better Acre Inc Flyer ELIGIBILITYAND PREFERENCES INCOME Income eligibility is governed by the rules and standards employed by the Department of Housing and Urban Development(“HUD”) in the selection of income-eligible tenants for publicly subsidized housing.The provisions of this section are intended to complement and not to override or supersede any applicable fair marketing regulations of DHCD, the Massachusetts Commission Against Discrimination, or any Town regulation with jurisdiction and like purpose, and to provide low and/or moderate income housing. Page 6of 86/10/2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. With respect to income, LIP follows HUD requirements and guidance established pursuant to 24 CFR 5.609. In this methodology, annual income is the gross amount of income of all adult household members that is anticipated to be received in the coming 12-month period. This includes a 1% imputation of assets, if assets are greater than $5,000. The maximum applicant household income is required tobe at or less than the 60% of Boston Area Median Income (AMI) as published by HUDfor total Gross Annual Household Income, using the 100% AMI as a base for calculation.Gross Annual Household Income includes all wages prior to any deductionsfrom all adult household members. The 2013income limits will be used. Household Size #persons123456 Maximum 60% AMI$39,660$45,300$50,970$56,640$61,170$65,700 Minimum Income$18,000$18,000$18,000$18,000$18,000$18,000 PRIMARY RESIDENCE .I f any household member owns a Applicants must agree to occupy the units as a primary residence residential property, the property must be sold before the household enters into a lease. OTHER ELIGIBILITY CRITERIA Individuals who have a relationship to the Developer or who have a financial interest in the Project and their families shall not be eligible to participate in the lottery. HOUSEHOLD SIZEPREFERENCE The objective of these State subsidy programs is to provide housing to appropriate sized families, and to that end, there will be a preference given in the lottery to households that need all of the bedrooms. A “household’ is defined as two or more persons who will regularly live in the unit as their primary residence and who are related by blood, marriage, law or who have otherwise evidenced a stable inter-dependent relationship, or an individual. Within an applicant pool,first preference shall be given to households requiring the total number of bedrooms in the unit based on the following criteria: 1.There is at least one occupant and no more than two occupants per bedroom. 2.A husband and wife, or those in a similar living arrangement, shall be required to share a bedroom. 3.Other household members may share but shall not be required to share a bedroom. LOCAL PREFERENCE There is no local preference in this lottery. MINORITY PREFERENCE There is no minority preference for this unit as there is no local preference. Page 7of 86/10/2013 ,%8).'4/. (/53).' !33)34!.#% "/!2$ – &!)26)%7 02/*%#4Ȁ -ARK%4).' 0,!. LOTTERYPROCEDURES The main objective of the lottery process is to ensure that all winners are able to qualify while conducting Fair Housing practices. To that end, all qualifications and eligibility areverified prior to entering the lottery. The Lottery Agent will provide a complete application package to each person requesting an application. Theapplication form and package is attached and providesample detail on the procedures and process, including a description of the eligibility requirements, the minority and local preference, as well as the date of lottery and how the lottery winners will be chosen. Applications will be available on-line, and sent to any requesting party, and will also be available ata location with evening available –such as the public library inLexington. Once received in the office, they will be verified for completeness and validated for eligibility. The lottery includes processes to ensure that onlyqualifiedeligibleapplicants will enter the lotteryand the Lottery Agentwill perform final income and asset verification and indicate that the buyer’s verified income meets the eligibility income limits. All applicants arenotified of their standingand drawing results.Additionally, the lottery will be held in a public setting, and the results posted.Recordsareretained for audit purposes. The ballots are randomly drawn for each of the pools and placed in the order drawn.Units are awardedto households based on bedroom sizes, by proceeding down the list of lottery winners to the first household on the list which is of appropriate size. In the event the lottery is undersubscribed, a First-come First-served model will be proposed to DHCD. LEASING THE UNIT After the lottery, the Lottery Agent will provideLexHAB the names, addresses and contact information of lottery winnersto complete the leasing process. The lottery applicants will follow the standard LexHAB leasing process which includes: Credit verification The standard LexHAB lease will be utilized, with a 5-year commitment on the rental opportunity. After the initial unit has been leased, the Lottery Drawing List will be converted to a Ready Rental List which will include all those pre-approved applicants who did not achieve occupancy throughthis lottery. Vacancies and new units will be filled from this Ready Renter Listfor a period of up to 24months. Page 8of 86/10/2013 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® Information and Application for Fairview ProjectHousingLottery Lexington, MA This packetcontains specific information for theaffordable housing unit offered by Lexington Housing Assistance Board (LexHAB) Fairview Project.There is one unit be offered in this lottery. We invite you to read this information, whichcontains information regarding the eligibility requirements, the selection process, and lottery application,and submit an application. The key milestones for thesehousing opportunities: Application Period opens \[Date\] Information Session\[Date\], \[Place\] Application Deadline\[Date\] Lottery\[Date\] This application can be downloaded from the website at: \[website\] and are available at the Lexington Town Hall, and Lexington Library or by calling the Lottery Agent.Applications with the required components must be returned to our office by the deadline. Please return the application to, or contact the Lottery Agent below for any questions. Jennifer Van Campen Executive Director Watertown Community Development, Inc. 63 Mt. Auburn St., Watertown MA 02472 Phone: 617-923-3505 x 4 Email: jvc@watertowncd.org Project description The Fairview Project consists of 4 units of family rental housing –three newly constructed units and as well as renovation and rehab of the existing home on the site. The construction will be permitted under Chapter 40B, and regulated under the DHCD Local Initiative Program. While Lexington is above the State mandated10% threshold of affordable housing, the Town continues to support the creation of new units. The Fairview property is owned and will be developed by the Lexington Housing Assistance Board (LexHAB). ). LexHAB is an arm of the Town, and exists for the benefit of the Town and its residents. LexHAB is an experienced non-profit creator of affordable housing in Lexington, with ~30 years of experience in acquiring, building, rehabilitating and managing 64 units of affordable rental housing. The Fairview property was purchased by LexHAB on 9/8/2011. The property is 0.578 acres, and contains a 3- bedroom dwelling of 1,248 square feet of living space. This home will be renovated as part of the project. On the site, a new three unit Greek Revival house structure will be constructed, with one unit of each of the three floors. The new units are permitted under the State’s affordable housing law, Chapter 40B. Under this law, one unitwill be rented to households earning less than 60% of the area median income andwill be regulated as such.The other units will be offered for rent through other LexHAB tenancy practices, and interested persons can contact the LexHAB office for an application or more information (617-863-5362). LexHAB Fairview Project,Housing Application Page 1 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® This application and lotterycovers the resident selection for one of the Fairview units, and the creation of a Ready Renters List to be used for any new units created through acquisition or any vacancy over the next two (2) years The unit covered in this plan is located on the second floor. It has 2 bedrooms and 1 bath, with xxof living space. The unit has the two bedrooms, kitchen/dining/living area. It has two parking spaces –one of which is covered. Rents will be charged based on the individual tenant’s income, as determined during the initial leasing and annual recertification process. Tenants will pay up to 30% of their gross income on housing, with a minimum rent of $450. Tenants arenotresponsible forany utilities. Lottery description: 1.The applications for this housing opportunity will be generally available, including on-line, in hardcopy at Lexingtonoffices and Library, sent to anyone interested in the lottery.Notice of the lottery will be advertised, and communicated widely through local, regional and state channels. 2.Applications received will be checked for completion of all required components. An application will be considered complete when all required items on the checklist have been provided.Applicants are encouraged to complete the checklist as an aide to the process. 3.For all units, the applicant’s household size will be determinedfrom the application, and required number of bedrooms as indicated on the application. Within each lotterypool, priority shall be given to households requiring at least the number ofbedroomsfor that unit.There may be no more than two occupants per bedroom.Smaller households are encouraged to apply. 4.The applicant’s income will be verified and compared to the income limitspublished by HUD for the Boston Metropolitan Statistical Area. Income includes all income prior to any deductions from all adult household members, and are determined using the method as in the HUD Section 8 programdefined at 24 CFR 5.609. This includes a 1% imputation of assets, if assets are greater than $5,000. The 2013limits will be used: Household Size #persons123456 Maximum 60% AMI$39,660$45,300$50,970$56,640$61,170$65,700 Minimum Income$18,000$18,000$18,000$18,000$18,000$18,000 5.Applicants must agree to occupy the units as a primary residence. If any household member owns a residential property, the property must be sold before the household enters into a lease. 6.Persons must submitall the necessary information bythe application deadline. No faxed applicationswill be accepted. Late applications (applications mailed and/or received after the above date) and applications that are incomplete will not be accepted. 7.All applicants will be screened for eligibility. Applicants who have been deemed ineligible will be notified in writing of the decisionand given timeto contact the lottery agent in writing todisagree with the determination. 8.There is one lottery pools maintained for this lottery, which will contain all eligible applicants. Once the Lottery Agenthas verified the information contained in the application and confirmed eligibility, eligible applicants are entered into the lottery pool and are given the corresponding lottery number. 9.At the lottery, the lottery numbers will be pulled for the lottery pool by an independent third party and witnessed byrepresentatives of the Town in a public setting. The Lottery Drawing Listwill be created from the lottery numbersin the sequence in which they are drawn. All applicants will be informed of their ranking. LexHAB Fairview Project,Housing Application Page 2 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® 10.Once the tickets have been randomly drawn and listed in the drawn order, the units are then awarded based on bedroomsizewithin each lottery pool. The top ranked household needing at least twobedrooms will be offered the opportunity to purchase thatspecific unit,followed by household needing one bedroom. The household size preference shall be given to households based on the following criteria. There is at least one occupant and no more than two occupants per bedroom. A husband and wife, or those in a similar living arrangement, shall be required to share a bedroom. Other household members may share but shall not be required to share a bedroom. 11.The lottery coordinator shall maintain theLottery Drawing Lists until the unit isleased.In the event that any of theapplicants withdraw for any other reason, or do not comply with guidelines, the next qualified applicant will be offered that particular unit. 12.The selected as a lottery winnerwill have 14 days from the date of the lottery to sign a lease with LexHAB. 13.TheFair Housing Act prohibits discrimination in housing because of Race or color, National origin, Religion, Sex, Familial status (including children under the age of 18 living with parents or legal custodians; pregnant women and people securing custody of children under 18. An applicant who believes that they have been discriminated against in the buyer selection and sales process may contact: the Massachusetts Commission Against Discrimination; and/or the United States Department of Housing and Urban Development. 14.Disabled persons are entitled to request reasonable accommodation of rules, policies, or services, or reasonable modification of housing. LexHAB Fairview Project,Housing Application Page 3 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® AFFORDABLE HOUSING APPLICATION Must Be Completed and Returned By \[date\] Applicant Legal Name ______________________ Phone Number ___________ E-mail ___________________ Address _________________________________ City ____________________ State/Zip _________________ I learned of this lottery from(check all that apply): Website: _________________Letter:____________________ Advertisement:_________________Other:____________________ Iam applying for the following specific unit (or all): Specific Unit Address:_____________________________, or all: _________ THIS APPLICATION IS NOT COMPLETE IF NOT SUBMITTED WITH: __________Completed application signed by all individuals over the age of 18 __________Copy (not originals) of 2010,2011, and 2013Federal tax returns,as filed,with 2013 1099’s, W-2’s and schedules, for every current or future person living in the household over the age of 18 __________Copy (not originals) of last consecutive three months of pay stubs, for all salaried employed household members over 18. Six months of income for hourly and seasonal workers. __________Copy (not originals)of last consecutive three monthsstatementsand documents from all other sources of income of all members listed on theapplication, on organization letterhead. __________Copy (not originals) of last consecutive three months statementsof all assets showing current value including all bank accounts, investment accounts, retirement accounts,on organization letterhead. __________Documentation regarding current or past interest in real estate, if applicable __________Minority Self Declaration, if applicable __________No Income Statement, signed and notarized, for any household member over 18 with no source of income, if applicable __________Copy of school registration for any full time student for any household member over 18, if applicable __________No Child Support Statement, signed and notarized, if applicable, containing the language “Under penalties of Perjury” LexHAB Fairview Project,Housing Application Page 4 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® Household Information -List all members of your household including yourself Number of Bedrooms Needed: ___________ . Minority Social Security Names of all Persons to Reside in Dwelling Relation to Date of Category * Age Number (First Name, Middle Initial, Last Name)HeadBirth (Optional) 1 2 3 4 5 6 7 8 *Minority preference categories include only Native American or Alaskan Native, Blackor African American, Asian, Native Hawaiian or Pacific Islander; or other (non-White); and the ethnic classification Hispanicor Latino. Requiresa separate self-declaration document. Property -Do you own or have an interest in any real estate, land and/or mobile home? Yes ( ) No ( ) Address: ___________________________________________ Current Value: _____________________ \[Provide current assessment information, and current mortgage statement\] Have you sold real estateor other propertyin the past three years? Yes ( ) No ( ) If yes, attach settlement statement When: ________________ Address:_________________________________ Sales Price: __________________________, \[Provide sales settlement form\] LexHAB Fairview Project,Housing Application Page 5 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® Income -List all income of all members over the age of 18 listed on application to reside in the unit, such as wages, child support, Social Security benefits, all types of pensions, employment, Unemployment Compensation, Workman's Compensation, alimony, disability or death benefits and any other form of income; including rental income from property. Adults with no income are required to submit a notarized statement. If additional space is needed, please attach another sheet. #Source of IncomeAddress/Phone# of SourceAmount per Year 1 2 3 4 5 TOTAL Assets -List all checking, savings accounts, CD’s, stocks, bonds, retirement accounts, savings bonds and any other investments below. If additional space is needed, please attach another sheet. Household assets do not include necessary personal property. Bank/Credit Union #Type of AssetAccount NoValue, Balance Name 1Checking account 2Savings account 3Retirement account 4Other: ___________________ 5Other: ___________________ 6Other: ___________________ 7Other: ___________________ 8Other: ___________________ TOTAL LexHAB Fairview Project,Housing Application Page 6 ,¤·(!" – & ¨±µ¨¤¶ ¯±®©¤¢³Ȁ (®´²¨¦ !¯¯«¨¢ ³¨® APPLICANT(S) CERTIFICATION I/We certify that our household size is _____ persons, as documented herein. I/We certify that our total household income equals $____________, as documented herein. I/We certify that our household has assets totaling $_____________, as documented herein. I/We certify that the information in this application and in support of this application is true and correct to the best of my/our knowledge and belief under full penalty of perjury. I/We understand that false or incomplete information may result in disqualification from further consideration. I/We certify thatI/we have nolegal proceedings in our past which would disqualify me/us from public housing under the rules and regulations of the Department of Housing and Community Development. I/We certify that I am/we are not related to any member of the Lexington Housing Assistance Board. I/We understand that if I/we are selected to lease this unit, I/we must continue to meet all eligibility requirements of the Lottery Agentuntil the leasing of the unit. I/We understand that I/we must be qualified and eligible under any and allapplicable laws, regulations, guidelines, and any other rules and requirements.I/We understand that the Lottery Agent makes no representation on the availability or condition of the unit. I/We understand that I am required to annual recertify for programeligibility, and provide documents as requested. Your signature(s) below gives consent to the Lottery Agentor its designee to verify information provided in this application. The applicant agrees to provide additional information on request to verify the accuracy of all statements in this application. No application will be considered complete unless signed and dated by the Applicant/Co- Applicant. Applicant SignatureDate Co-Applicant SignatureDate THIS IS APPLICATION IS ONLY FOR THIS SPECIFIC DEVELOPMENT. LexHAB Fairview Project,Housing Application Page 7 "--,"" >'I I L~~~';;~~ I I I , ! J / I' I I 215::,J' ..- ./ , #' /' r " .•.•..'- r •• 'p~~~..~" .=LEXH~ -lr.p.,5U;vrl::.\\I\\J.AVS, =~E€j(IQ:5~,~, ::flO~rt.... n"'~""l\\ ~..\\ ..._~~Gl'!. =LNll'JS/ ::-tnt-JlN5 _l"\\.';~".~...Z\\'. ~, _~j(Il)T·:· P~c.H \\\\'.,.~\\."1' ~\\11\\\\)\\\\)\\ t..\\VrKJc::rl- CJ '0,~J).J(::::l. cD .lA.~a.'JC2-V _:~~'2. ~~'$10'·. 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I I I=__lc Im I I I I , I.I II -,L.-_.-----------------_.----------------t- -,----_.------------------,--------------------·i' BoardofSelectmenLetterhead BoardofSelectmen 1625MassAve Lexington,MA Date Attn:ToniCoyneHall,DirectorofLocalInitiativeProgram DepartmentofHousingandCommunityDevelopment 100CambridgeStreet,Suite300 Boston,MA02114 DearMs.Hall: ThisletteristoexpressoursupportfortheLexingtonHousingAssistance.ƚğƩķƭ(LexHAB)Local InitiativeProgram(LIP)applicationforacomprehensivepermitfortheirFairviewAvenueproject.The FairviewAvenueprojectconsistsoftherenovationofanexisting,uninhabitedhomeandthe constructionofathreeunitdwelling. TheTown,whichprovidesongoingfinancialsupporttoLexHAB,isprovidingsupportforthisparticular projectinseveralways.First,theTownworkingwithLexHABtofilethisLIPpetition,includingpayingfor aconsultanttogothepermittingprocess.TheTownhasalsoengagedaconsultanttocraftthe affirmativefairhousingmarketingplanforthedevelopment.Finally,theTownwaivesallrealestate taxesontheproperty,notonlyforthedevelopmentperiod,butalsoforthedurationof\[ĻǣI!.ƭ operationofthepropertyforaffordablehousingpurposes. LexHABhasdoneanextraordinaryjobengagingthecommunityinthedevelopmentprocessand addressingtheirconcerns.LexHABhassetupindividualmeetingswitheachoftheresidentsofthe FairviewAvenue,aswellastwoneighborhoodmeetings. LexHABhasalonghistoryorprovidingmuchneeded,highqualityaffordablehousingforlowand moderateincomehouseholds.AsaTownwecontinuetosupporttheirimportantworkand enthusiasticallysupporttheirproposaltocreatenewresidencesonFairviewAvenue. Sincerely, BoardofSelectmen AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 7/1/13 STAFF: Lynne Pease ITEM NUMBER: I.4 SUBJECT: Sustainable Lexington Update on Solar Photo Voltaic RFP EXECUTIVE SUMMARY: Mark Sandeen will be at your meeting to update you on changes to the state’s solar incentive plan and how it affects Lexington’s efforts. See attached email. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: STAFF FOLLOW-UP: Selectmen’s Office Page 1of 8 Lynne Pease From:Mark Sandeen \[mark.sandeen@sustainablelexington.org\] Sent:Friday, June 21, 2013 3:17 PM To:Debmauger@aol.com; joe@joepato.org Cc:Lynne Pease Subject:Re: AD and Solar? Deb, That would be fine. Mark From: Deborah Mauger <debmauger@aol.com> Date: Friday, June 21, 2013 3:10 PM To: Mark Sandeen <mark.sandeen@sustainablelexington.org>, "Joe Pato (Lexington Selectman)" <joe@joepato.org> Cc: Lynne Pease <LPEASE@lexingtonma.gov> Subject: Re: AD and Solar? I do know that this item can take no more than 5-10 minutes. Will that be sufficient? In a message dated 6/21/2013 3:09:33 P.M. Eastern Daylight Time, mark.sandeen@sustainablelexington.org writes: Thank you! From: Deborah Mauger <debmauger@aol.com> Date: Friday, June 21, 2013 3:05 PM To: "Joe Pato (Lexington Selectman)" <joe@joepato.org>, Mark Sandeen > <mark.sandeen@sustainablelexington.org Cc: Lynne Pease <LPEASE@lexingtonma.gov> Subject: Re: AD and Solar? Joe and Mark -I'll know next Wed., by mid-day what we have to do for the 7/1 BoS meeting but I will put this on the list of agenda items and get back to you. Thanks, Deb In a message dated 6/21/2013 2:57:15 P.M. Eastern Daylight Time, joe@joepato.org writes: Deb & Mark, Can we get SLC on the agenda for July 1? 6/26/2013 Page 2of 8 ŷĻ ŅĻĻķĬğĭƉ ķǒƩźƓŭ ŷǒƩƭķğǤƭ źƓŅƚƩƒğƷźƚƓ ƭĻƭƭźƚn on the AD was that the town should slow down and consider alternatives for the site (including playing fields, sale to commercial developers, etc.) While this came from a small number of opponents to the AD, they were pushing on buttons that make it harder to move quickly with a solar installation. It seems inconsistent, to me, to be willing to proceed with an RFP for a PV array on the site if we are not willing to proceed with an RFP for an AD facźƌźƷǤ ΑķƚźƓŭ ƚƓĻ ǞźƷŷƚǒƷ ƷŷĻ ƚƷŷĻƩ ƦƩĻƭǒƒĻƭ ğƓ outcome. On the other hand, declining incentives make proceeding with a PV array time critical. joe From: Mark Sandeen \[mailto:mark.sandeen@sustainablelexington.org\] Sent: Friday, June 21, 2013 2:31 PM To: Joe Pato (Lexington Selectman) Subject: Re: AD and Solar? Joe, We are going to want to do solar as quickly as ƦƚƭƭźĬƌĻ͵ ƓķĻƩ ƷŷĻ ƭƷğƷĻγƭ ƓĻǞ źƓĭĻƓƷźǝĻ ƦƌğƓ ΑƷŷĻ value of SRECs are now on a sliding scale based on how many MWs have been installed to date. Everyone who installs solar ahead of us will get a better deal on their SRECs. Deciding to slow down the process is awfully close to deciding not to proceed. Can we set up a time to update the BoS on the changes and how they affect Lexington's efforts? Mark From: "Joe Pato (Lexington Selectman)" <joe@joepato.org> Date: Friday, June 21, 2013 1:27 PM To: Mark Sandeen <mark.sandeen@sustainablelexington.org> 6/26/2013 Page 3of 8 Subject: RE: AD and Solar? Mark, My understanding is that both options could be ƦǒƩƭǒĻķ ΛźƓķĻƦĻƓķĻƓƷƌǤ ƚƩ ƆƚźƓƷƌǤΜ ΑĬǒƷ Lƒ not sure any firm answer is available until more information źƭ ƚĬƷğźƓĻķ͵ Lƒ ğƌƭƚ ğ ƌźƷƷƌĻ disappointed that it looks like the AD path is goźƓŭ Ʒƚ ƭƌƚǞ ķƚǞƓ ΑƓƚƷ ƷŷğƷ LǝĻ ƒğķĻ ǒƦ ƒǤ mind on the question of deploying an AD facility, but I want us to gather enough information to really understand what could be developed on the site. This lack of understanding might work ğŭğźƓƭƷ ƒƚǝźƓŭ ŅƚƩǞğƩķ ǞźƷŷ ğ t ğƩƩğǤ ƨǒźĭƉƌǤͶǞŷźĭŷ Ǟƚǒƌķ ğƌƭƚ ƒğƉĻ ƒĻ ǒƓŷğƦƦǤ͵ From: Mark Sandeen \[mailto:mark.sandeen@sustainablelexington.org\] Sent: Friday, June 21, 2013 12:03 PM To: Joe Pato (Lexington Selectman) Subject: AD and Solar? Joe, I am wondering if it would be possible to do both AD and solar on the Hartwell site. See the DOER response below that seems to indicate this option would be possible and supported. However, after reading the CDM report, it looks like we won't be able to do both AD and solar on the Hartwell site as the AD options listed seem to require all 12 acres of the landfill. This is different than the information presented at the session last week that said the AD would only need 3 to 5 acres. I spoke to Haskell from CDM after the meeting and he stated that the AD facility in Rutland, MA uses less than 2 acres of space and that 3 to 5 acres would be "more than enough" space for the facility proposed at Hartwell. So I'm wondering, which information is correct? The CDM report from 2 years ago or the presentation from last week? 6/26/2013 Page 4of 8 How do we best determine the correct answer? I asked this question of Paul Chernick and he isn't sure. Mark This appears to be the location of the AD in Rutland. It sure doesn't look like you need acres of land ŅƚƩ ĭƚƒƦƚƭƷźƓŭ ƒğƷĻƩźğƌͶĬǒƷ ƦĻƩŷğƦƭ ƷŷĻǤ spread it directly on their fields. 51 Muschopauge Rd, Rutland, MA 01543 On 6/17/13 9:37 AM, "Bissetta, Joanne (ENE)" <joanne.bissetta@state.ma.us> wrote: Hi Mark See the email below for information on selling netmetering credits. At the end there is a contact at DPU for you to consult with if you have further questions. Let me know what the town decides to do. Joanne Joanne Bissetta Northeast Regional Coordinator Green Communities Division Massachusetts Department of Energy Resources 6/26/2013 Page 5of 8 205 B Lowell St., Wilmington, MA 01887 Ph: 9786943315 cell: 6178234029 http://www.mass.gov/doer/ Creating a Greener Energy Future for the Commonwealth ________________________________________ From: Bingham, Gerry (ENE) Sent: Monday, June 17, 2013 9:34 AM To: Bissetta, Joanne (ENE) Cc: Breger, Dwayne (ENE); Lusardi, Meg (ENE) Subject: RE: selling excess renewable energy Yes. This is a classic opportunity for the Town of Lexington to take advantage of one of the country's most aggressive net metering programs. The incentive is notably beneficial to participating Investor Owned Utility customers because it pays for the electricity at a near retail rate for all electricity "net exported" on a monthly basis. This is done by filling out a Schedule Z offered by NSTAR as part of the interconnection application (it's critical to understand the interconnection process). Excess power in each billing period will be 6/26/2013 Page 6of 8 multipliedbythecreditandcanbeallocatedtomultipleotherpublic accounts. Thekeywouldbetomeeteligibility: Technologies:solarandADareeligible. Size:Upto2MW*perunit*;notethatpubliccustomerscaninstallupto 6MWpersiteaslongastheyfollowDPUregs. Caps: 1)Nomorethan10MWonthecustomeraccountsofeachpublicentity intheaggregate(inotherwords,multiplesitescannotexceed10MW) 2)Mustnotexceedtheutility'scapof3%ofitshistoricalpeak PublicProjects:PublicEntitiesshouldAllocateNetMeteringCredits onlytootherpublicentitiestobeconsideredpublicprojectsandbe paidthehighercredit. It'srecommendedtheproponentsoftheLexingtonproject(s)takealook attheNetMeteringpageontheDGWebsite,wherethisisalldescribed morefullyinlayman'sterms: https://sites.google.com/site/massdgic/home/netmetering There'salsoalinktothenewDPUnetmeteringpagefeaturedthere. ThisisaDPUregulation,soanyquestionsshouldbedirectedtoDPU staff(NathanPhelps:6173053500) GerryBingham 6/26/2013 Page 7of 8 SeniorCoordinator/DistributedGeneration MADOER 6176267378 ________________________________________ From:Bissetta,Joanne(ENE) Sent:Friday,June14,20134:52PM To:Bingham,Gerry(ENE) Cc:Breger,Dwayne(ENE);Lusardi,Meg(ENE) Subject:sellingexcessrenewableenergy Hithere IhadaquestionfromLexington.Theyarethinkingaboutdeveloping solarPVandADontheirclosedlandfill,andwantedtotalktosomeone aboutwhattodoiftheseprojectsgeneratemoreenergythanthetown consumes. Iwouldassumetheycansellvirtualnetmeteringcreditstoanother entity,right? Isthereacaponwhatthemunicipalitycangenerate?Howdoessigninga PPAaffectthis(ifatall). WhowouldbeagoodpersonforMarkSandeen(sustainableLexingtonchair) todiscussthiswith? 6/26/2013 Page 8of 8 Thanksmuch! JoanneBissetta,GreenCommunityCoordinator,NortheastRegion MassachusettsDepartmentofEnergyResources c/oMassDEP 205BLowellStreet Wilmington,MA01887 Ph:9786943315 cell:6178234029 http://www.mass.gov/doer/ \[cid:image001.png@01CE691F.495960E0\] CreatingaCleanerEnergyFuturefortheCommonwealth 6/26/2013