Somerville HED Housing Grant Agreement CCC — File 204016

GRANT AGREEMENT This Grant Agreement (“Agreement”) is made by and between the Commonwealth of Massachusetts, acting by and through the Department of Revenue Senior Deputy Commissioner for Local Services on behalf of the Secretary of the Executive Office for Administration and Finance (EOAF) and the City of Somerville [“Grantee”] acting through its Mayor. PRELIMINARY STATEMENT The Grantee desires to obtain funding from EOAF in the amount not to exceed $15,000 authorized under Chapter 133 of the Acts of 2016, Section 2, Item 1599-0026 [“Act”] to hire a consultant to assist the City in identifying strategies for increasing housing opportunities in targeted to middle income households including. [“Project”]. EOAF agrees to make the funds [“EOAF Grant”] available to the Grantee for the Project, subject to the terms and conditions set forth in this Agreement and in compliance with all applicable state laws and regulations governing the disbursement and expenditure of state funds. The Grantee shall exercise complete management and oversight responsibility of the Project and agrees that the Commonwealth’s provision of state funding under this Agreement shall not in any way be construed as assuming responsibility or liability for the completed Project by the Commonwealth. SECTION 1. PROJECT SCOPE The scope of the Project to be funded under the EOAF Grant will include activities associated with the City to identify strategies for increasing housing opportunities in Somerville targeted to middle income households including: 1. Assesses existing housing stock of deed-restricted, middle-income housing and consult research municipalities with experience marketing those units. We also hope to identify which, if any, aspects of typical affordable program requirements might present challenges to their participation in such programs; 2. Analyzes a variety of models and legal instruments to understand the best tools to preserve affordability of middle-income housing units; 3. Explores strategies to reduce development costs of new market and subsidized housing to increase affordability; and 4. Considers and pursues state program and/or policy changes or amendments, including the state real estate tax framework and incentives and M.G.L. Chapter 40R or other legislative proposals. Phase II will be completed a year from the onset of technical assistance services. Benchmarks include scheduled meetings with participating municipalities to share progress and elicit information, final report, final presentation, and press coverage. SECTION 2. DISBURSEMENT OF EOAF GRANT

2.1 Disbursement of the EOAF Grant under this Agreement shall be made pursuant to Chapter 133 of the Acts of 2016, Section 2, Item 1599-0026; and any other information EOAF may require. Seventy-five percent of the grant award, or $11,250, will be disbursed to the Grantee within 45 days of execution of the grant contract. Twenty-five percent of the grant award, or $3,750, will be disbursed to the Grantee within 45 days of receipt of Grantee report certifying project completion and submission of supporting documentation. Grantee report must be received by EOAF no later than June 30, 2019. 2.2 It is understood and agreed that the grant provided under this Agreement shall be used solely to pay for expenses associated with the Project. Expenses relating to project administration and management shall be assumed by the Grantee, including without limitation: (i) salaries and wages of Grantee staff; (ii) legal fees; (iii) travel, meal and entertainment expenses; (iv) overhead and supplies; (v) project costs incurred prior to the execution and subsequent to termination of this Agreement; and (vi) costs of any other service or activity not related to the Project. 2.3 The Grantee shall keep detailed records of all activities associated with the Project, including without limitation all disbursements made pursuant to this Agreement. EOAF shall have the right to examine all records kept by the Grantee related to the Project. 2.4 The Grantee shall be responsible for any cost overruns that occur during implementation of the Project. 2.5 The grant funds must be spent by June 30, 2019. Grantee will forfeit any remaining award unused after June 30, 2019. The Executive Office for Administration and Finance shall give due consideration to any extenuating circumstances presented in writing by the applicant and may waive this restriction at its discretion. SECTION 3. REPORTING 3.1 Once the Project is completed, the Grantee shall furnish to EOAF, in addition to a report certifying project completion, the following documentation: (i) copies of all permits and approvals issued in connection with the Project, unless this information was previously supplied; (ii) any outstanding vendors’ invoices, certified payment vouchers, cancelled checks or other documentation verifying actual expenditures in connection with the Project; (iii) documentation evidencing commitment of funds to the Project from sources other than EOAF, including documentation associated with the issuance of bonds or notes to finance the cost of the Project; (iv) a certificate of occupancy of the Project or portions of the Project as applicable by law; and (v) a statement from the Grantee certifying to the best of his or her knowledge that the Project was undertaken in conformance with all applicable laws, rules and regulations. SECTION 4. COMPLIANCE WITH ALL APPLICABLE LAWS/REGULATIONS 4.1 The Grantee and its consultants and contractors shall comply with any and all federal, state and local laws, rules and regulations, orders or requirements that apply to the Project, including but not limited to: (i) Executive Order 478 relating to nondiscrimination, diversity, equal opportunity and affirmative action in hiring and employment practices; (ii) the State Prevailing Wage Law (MGL. Ch.149, Sections 26 to

27H); Title VI of the Civil Rights Acts of 1964, as amended; (iii) Environmental Impact Requirements (MGL. Ch.30, Sections 61 to 62I); and (iv) Historic Preservation Requirements (MGL. Ch.9, Sections 26 to 28) and applicable regulations. 4.2 This Agreement shall in no way relieve the Grantee from the full force and application of any laws, rules, regulations and orders or requirements. SECTION 5. INTEREST OF MEMBERS OR EMPLOYEES OF THE GRANTEE 5.1 No officer, servant, agent, or employee of the Grantee has participated or will participate in any decision relating to the development and implementation of the Project that affects directly or indirectly his/her personal interest or the interest of any corporation, partnership or proprietorship with which her/she is directly or indirectly affiliated. Furthermore, no officer, servant, agent or employee of the Grantee shall have any interest directly or indirectly in any contract in connection with the Project or shall in any way violate M.G.L. Chapter 268A. SECTION 6. AMENDMENTS 6.1 No amendment to this Agreement or any significant modification of the scope of the Project funded under this Agreement shall be made by the Grantee without the prior written approval of EOAF. SECTION 7. SEVERABILITY OF PROVISIONS 7.1 If any provision of this Agreement is held invalid by any court of competent jurisdiction, the remaining provisions shall not be affected thereby, and all other parts of the Agreement shall remain in full force and effect. ##############