FINAL FY19 CPA Annual Report — File 208347

City of Somerville Community Preservation Act FY19 Annual Report

2 Table of Contents Introduction 3 CPA Background 3 The Community Preservation Committee 3 The Community Preservation Plan 3 FY19 Funding 4 FY19 Funding Requests 7 FY19 Application Process– Historic Resources and Open Space/Recreation 10 FY19 Affordable Housing Funding 10 Ongoing Project Update 11 CPA Results 32 Program Improvements 32 Looking Ahead to FY20 33 Unless otherwise noted, all images are provided by Somerville CPA grantees or the Somerville CPC. Cover image of Hoyt Sullivan Park provided by Klopfer Martin Design Group.

3 Introduction Since the first Community Preservation Act (CPA) fund- ing round in FY15, more than $23.8 million has been awarded to 70 affordable housing, historic preservation, and open space and recreation land projects. Of the 70 projects being implemented, 60% are community led and 9% are joint projects between a community organi- zation and the City of Somerville. This year the CPA community state-wide has been fo- cused on supporting a campaign to secure a permanent increase to the state’s CPA Trust Fund through a $30 increase to most recording fees at the Registries of Deeds. This increase is expected to double the base match for all CPA communities beginning in November 2020. Legislative efforts have progressed farther than they have in prior years, with the House of Representa- tives including the increase in their FY2020 budget. We are hopeful the increase will pass this year, guarantee- ing more funding for our program locally. CPA Background With the adoption of the Community Preservation Act in November 2012, the City of Somerville joined now 175 other communities in the Commonwealth of Mas- sachusetts that have a steady funding source dedicated to preserving and improving their character and quality of life. The CPA is a Massachusetts state law (M.G.L. c. 44B) that enables adopting communities to create a dedicated fund for preserving open space and historic resources and expanding community housing and out- door recreation opportunities.1 Somerville voters passed the Act by 76%, the second highest passage rate in CPA history.2 This achievement made is possible for Somerville to have additional resources to make Somer- ville an even more exceptional place to live, work, play, and raise a family. The Community Preservation Committee The Community Preservation Committee (CPC) oversees the implementation of the CPA in Somerville. The Com- mittee, formed in January 2014, is responsible for es- tablishing priorities for how CPA funding should be spent and, based on those priorities, making recom- mendations to the City Council on projects to receive funds. As established in Somerville’s Community Preser- vation Committee Ordinance, the CPC has nine mem- bers, including five ex-officio members and four mem- bers of the general public, who may serve two consecu- tive three-year terms. This year Planning Board repre- sentative Michael Capuano and general public member Elizabeth Duclos-Orsello stepped down from the CPC when they reached their term limits. In addition Jessica Palacios-Yamakawa stepped down as a general public member when she moved from Somerville. Mr. Capu- ano was replaced by Rebecca Lyn Cooper, who stepped down in May when she resigned from the Planning Board. At the time of this report, the Planning Board is working to fill this vacancy. Ms. Duclos-Orsello and Ms. Palacios-Yamakawa were replaced through a competi- tive application process as laid out in the CPC ordinance. Applications are reviewed by an eight-person review committee. Ms. Duclos-Orsello was replaced by Tatiana Shannon and Ms. Palacios-Yamakawa was replaced by Ms. Beretsky. Eleanor Rances joined the committee to replace Jim McCallum as the Housing Authority repre- sentative. The current members are:  Michael Fager (Chair), Conservation Commission representative  Uma Murugan, (Vice-chair), general public repre- sentative  Dick Bauer, (Historic Preservation Commission rep- resentative  Laura Beretsky, general public representative  Jane Carbone, general public representative  Luisa Oliveira, Parks and Open Space Department representative  Eleanor Rances, Somerville Housing Authority repre- sentative  Tatiana Shannon, general public representative The Community Preservation Plan The Community Preservation Plan provides an overview of the CPA in Somerville and establishes the Com- mittee’s priorities for funding projects. The FY20 Plan was based on the City’s existing planning documents and resident input and includes the CPA monitoring and evaluation plan. The CPC invited feedback on the FY20 Plan update at a public hearing on March 27, 2019 and through a written comment period. These comments are available on the CPA website. FY20 was the first year the CPC asked for feedback on the plan via an online survey. Over 120 people responded. Their com- ments are also available on the CPA website. 1 The CPA legislation uses the term community housing to refer to housing for individuals and families with incomes below 100% of area median income (AMI). This report uses the terms community housing and affordable housing interchangeably. 2 Excludes Cape Cod communities that passed the predecessor to the CPA.

4 FY19 Funding Key sources of CPA funding include a 1.5% surcharge on net property taxes, an optional city appropriation, and a match from the Commonwealth of Massachu- setts. Figure 1 shows how this money flows into the CPA Fund over the course of the fiscal year. Since CPA adoption in 2012, over $23.8 million has been appro- priated for 70 projects across the three CPA eligible categories: open space/recreational land, historic preservation, and affordable housing, including over $2.65 million dollars in matching funds from the state (Table 3). In FY19, the City had $2.4 million available to spend on projects (Table 1). Up to 5% of new annual CPA reve- nue can be used each year to administer the CPA pro- gram. In FY19, $99,324 was available in administrative funds. As part of the Community Preservation Plan, the CPC dedicated a minimum of 50% of FY19 revenue for affordable housing, to be administered by Somerville’s Affordable Housing Trust Fund.3 During the FY19 budg- et process, $993,236 was appropriated to the Trust. $297,971 was available for historic resources and $397,295 was available for open space/recreational land projects. In addition, $198,647. These funds are available for worthy projects in any CPA category that cannot be funded from the designated funds in the cat- egory specific reserves. Additional funding was added to the affordable housing, historic resources, and un- designated categories mid-FY19 as a result of higher revenue generated in FY18 than budgeted. Unallocated FY18 funds were distributed to ensure that all catego- ries received the designated minimum allocated based on actual revenue. Because the open space category received 27% of the FY18 actual revenue, more than the 15% minimum set through the FY18 Community Preservation Plan, no additional funds were allocated to that category. In addition the Elizabeth Peabody House roof project returned $2,626 when the project was completed under budget (Table 2). 5 The Community Preservation Act allows communities to allocate funding to the community’s Affordable Housing Trust Fund. Total FY19 new revenue available in FY19 $1,986,473 Surcharge (estimate) $1,781,590 State match $204,883 Total FY18 unexpended revenue (rollover) $500,000 FY18 City appropriation (available for FY19) $500,000 Unallocated project funds $0 Total Funding Available in FY19 $2,486,473 (CPC admin funds) ($99,324) Total Project Funding Available in FY19 $2,387,149 Table 1. FY19 CPA Budget Unexpended FY18 Estimated FY19 Total FY19 CPA Funds Available Returned Funds Additional State Match Open Space & Recreation (20%) $0 $397,295 $442,787 $0 $45,492 Historic Resources (15%) $96,674 $297,971 $431,390 $2,626 $34,119 Community Housing (50%) (appropriated to AHTF) $290,020 $993,236 $1,396,986 $0 $113,730 Undesignated (10%) $257,796 $198,647 $490,561 $0 $34,118 Total $644,489 $1887,149 $2,861,047 $2,626 $227,459 Table 2. Minimum Allocation of CPA Funding Available in FY19

5 Community Preservation Act Fund FY14 Actual FY15 Actual FY16 Actual FY17 Actual FY18 Actual FY19 Thru 4/30 Total Total Funding Available 2,681,180 6,223,963 4,868,257 2,776,974 4,053,077 2,655,542 n/a Current Fiscal Year Revenue 2,681,180 3,542,783 2,889,136 2,588,146 2,669,272 2,655,542 17,026,059 Surcharge Revenue 1,323,320 1,430,721 1,546,198 1,664,815 1,794,507 2,208,864 9,968,425 City Appropriation** 1,355,671 1,200,000 510,844 500,000 500,000 0 4,066,515 State Match of Previous Year's Local Revenue 0 904,917 829,456 420,681 370,465 432,342 2,957,861 Interest 2,189 7,145 2,638 2,650 4,300 14,336 33,258 Rollover from Previous Fiscal Year 0 2,681,180 1,979,121 188,828 1,383,805 0 n/a Appropriations and Encumbrances 56,769 4,188,072 3,941,950 2,329,797 3,645,578 2,300,501 15,838,473 Committee admin expenses (up to 5% of annual revenue) 56,769 93,585 61,827 86,675 84,068 81,452 590,182 Open Space and Recreation Projects 0 227,463 695,160 777,239 2,203,008 74,888 3,977,758 Historic Resources Projects 0 1,660,996 600,288 585,467 158,100 747,175 3,752,026 Community Housing Projects 0 2,206,028 1,834,675 880,416 1,200,402 1,396,986 7,518,507 Funding Available for Projects in Next Fiscal Year (Rollover) 2,681,180 1,979,121 188,828 1,883,805 0 0 n/a Open Space and Recreation Reserve* 402,177 706,131 0 710,000 0 0 n/a Historic Resources Reserve* 402,177 0 0 0 0 0 n/a Community Housing Reserve* 1,206,531 594,755 0 0 0 0 n/a Undesignated Project Funding* 670,295 678,234 188,828 673,805 0 0 n/a Current Year’s Unallocated City Appropria- tion — — — — — 0 n/a *FY18 funding available for FY18 projects; ** FY18 City appropriation not final when report finalized; FY19 City appropriation determined in Spring 2019. Table 3. CPA Funding Since Adoption

6 Figure 1. CPA Fiscal Year Funding Flows*

7 Open Space/ Recreation (4) Project Applicant Request Funded Project Summary 5 Palmer Conservation Restriction Fee Groundwork Somerville $6,000 $6,000 The fee will cover Groundwork’s administrative costs for holding the required perpetual conservation restriction on 5 Palmer, which was acquired with CPA funds in FY18. ArtFarm City of Somerville Parks and Open Space $1,000,000 $410,226 cash $589,774 bond The City of Somerville will create a space for arts, culture, recreation, and ur- ban agriculture. The CPC has recommended funding a total of $1,000,000 in a mix of cash and bonding for the project. This recommendation is under con- sideration by the City Council. Kennedy School Front Schoolyard Redesign City of Somerville Parks and Open Space /Kennedy School PTA $75,000 $65,000 The City of Somerville will lead a design process to create a new play space at the front of the Kennedy School. Community Growing Cen- ter– Electrical Cabinet Friends of the Community Growing Center $3,888 $3,888 The Friends of the Community Growing Center requested an additional $3,888 to replace the electrical cabinet at the Center, a necessary step in the construction of the CPA funded design, which will improve the functionality and accessibility of the Growing Center. Total Open Space & Recreational Land $1,084,888 $1,074,888 Table 4. FY18 Open Space/Recreation Applications FY19 Funding Requests– Historic Resources and Open Space/Recreational Land The CPC received 10 full applications for historic resources and open space/recreation land funding totaling $2,036,446 in FY19.

8 Table 5. FY19 Historic Resources Applications Project Applicant Request Funded Project Summary Historic Resources (6) Grace Baptist Church Somerville Hispanic Association for Community Development $637,100 $500,000 The Somerville Hispanic Association for Community Development will repair the existing slate roof surfaces and related flashing and brick masonry. SHA4CD will also create a new accessible ramp from the sidewalk to the building. WPA Carved Wood Bas-Relief Restoration Project Somerville Public Library $6,055 $6,055 The Somerville Public Library will hire a conservator to restore the wood bas- relief in the Central Library, which was carved by a local artist through the Works Progress Administration program in 1939. Armory Center for Arts at the Armory $36,000 $0 The Center for Arts at the Armory sought funds to repair and upgrade 22 large half-moon windows in the Armory’s Performance Hall. The Center for Arts at the Armory withdrew their application because the property owners were un- willing to accept a perpetual preservation restriction on the building, a funding condition of the grant. Somerville Museum: Collection Preserva- tion Somerville Museum $137,283 $100,000 The Somerville Museum will make climate control improvements, improve fire safety systems, and remediate mold in the building in order to protect its his- toric Museum collections. Mission Church of Christ Roof Repair and Preservation Project Mission Church of Our Lord Jesus Christ $113,120 $113,120 The City of Somerville will remediate mold on the historic elections records and digitize them so they are accessible to all. Building Condition Assessment and Prioritized Rehabilitation Plan Elizabeth Peabody House Association $28,000 $28,000 The Elizabeth Peabody House Association will replace the roof on their build- ing, which has been determined to be historically significant by the Somerville Historic Preservation Commission. Total Historic Resources $957,558 $747,175 Total FY19 $2,042,446 $1,822,063

9 Affordable Housing (6) Project Applicant Request Funded Project Summary 24-28 Mt. Pleasant Street Somerville Community Corporation $1,820,000 $1,820,000 The 24-28 Mt. Pleasant St. property will provide six units of rental housing that will be permanently affordable to households earning at or below 80% AMI. Better Homes Leasing Differential Somerville Homeless Coalition $73,884 $73,884 The Better Homes Leasing Differential will cover the gap between HUD Fair Market Rent assistance limits and actual market rent for 13 formerly home- less households. Permanent Supportive Housing Leasing Differential Heading Home $50,000 $50,000 The Somerville Better Homes 3 program will cover the gap between HUD Fair Market Rent assistance limits and actual market rent for 16 chronically home- less households. Homelessness Prevention Assistance Fund Community Action Agency of Somerville $50,000 $50,000 The Homelessness Prevention Assistance Fund will provide up to $3,000 in assistance to households at risk of homelessness to secure a new apartment or pay emergency rental arrears. Housing Program for Victims of Domestic Violence RESPOND Inc. $11,412 $11,412 RESPOND will offer this emergency shelter and homeless program to provide flexible rental assistance for up to six months for survivors of domestic vio- lence who meet the HUD definition of homelessness. CPA PASS Expansion Somerville Homeless Coalition $199,952 $0 CPA Pass Expansion sought to provide two years of rental subsidy for six households at risk of homelessness. Total Affordable Housing $2,205,248 $2,005,296 Table 6. FY19 Affordable Housing Applications FY19 Funding Requests– Affordable Housing The Affordable Housing Trust, as the housing arm of the CPC, received six applications totaling $2,205,248 in FY19. The Housing Trust used $652,288 in unspent funds from FY18 to award projects totaling $2,005,296. At the end of FY19, the Trust has $43,978 in CPA funds remaining.

10 FY19 Application Process– Historic Resources & Open Space/Recreation The Community Preservation Committee manages an annual application process for historic and open space/recreational land projects. As the housing arm of the CPC, the Somerville Affordable Housing Trust Fund manages the application process for affordable housing funds. In past years CPA grantees provided feedback that receiving notice of funding in the spring was diffi- cult for construction projects because by that time in the year contractors have already set their schedules so it is difficult to attract firms to bid on projects and bids coming in at higher costs. As a result, the CPC shifted the application process earlier in the year so funding recommendations were made in December. This was the first year that the CPC offered funding for community proposed feasibility studies. The CPC no- ticed that community members had good ideas for pro- jects that needed further consideration and technical support before they were ready for submission for CPA funding. When feasibility study funding is awarded, the CPA Manager works with the applicant to develop a scope of work and select a consultant to conduct the study. The results of the study are presented to the CPC and the community during a public meeting. In FY19, the CPC awarded funding for its first feasibility study to determine possible locations for a new dog park in West Somerville. The CPC continued its practice of asking community members proposing projects on City land to submit pre-applications to facilitate the process of City depart- ments determining whether or not to sign on as co- applicants. In FY19, the CPC received two pre- applications– one for design services at the East Som- erville Neighborhood Schoolyard and one for design services at the Kennedy School. Twelve institutions submitted eligibility determination forms in July 2018. All were determined eligible with one exception for an applicant that did not have site control over land pro- posed for a community garden project. Nine submitted full proposals and the Growing Center submitted an emergency application at the end of the funding round. The Somerville community commented on the applica- tions through two public meetings, where 17 individu- als spoke about their support for projects, and a written comment period, where 119 people submitted comments. The comments from both the public meetings and the written comments are available on the CPA website. During their December 11, 2018 meeting, the CPC vot- ed to recommend fully funding six applications, includ- ing recommending paying for Groundwork Somerville’s fee for holding the conservation restriction on 5 Palmer out of the open space/recreational land category. Three projects received partial funding. Two projects withdrew their applications for consideration– the Cen- ter for Arts at the Armory and the East Somerville Com- munity School. Both projects will go forward using oth- er funding. See tables 4 and 5 on the previous pages for details. The City Council approved the eight of funding recommendations at their January 24, 2019 meeting. They are still considering the recommenda- tions for the ArtFarm project, which included a recom- mendation for $542,675 in funds from the open space/recreational land reserve and a bond of $457,325. In FY19, in total to date, the CPC recommended and the City Council approved $74,888 for Open Space and Recreational Land projects and $747,175 for Historic Resources projects. This includes two City proposed projects, five community organization proposed pro- jects and two joint City-community projects. Since the start of the CPA in Somerville, over to $23.8 million has been awarded to projects across the three CPA catego- ries: $4.0 million for Open Space and Recreational Land projects and $6.3 million on Historic Resources projects (including the $2.5 million bond for the West Branch Library restoration). See table 3 on page 5 for further details. FY19 Affordable Housing Funding In FY19, upon the recommendation of the CPC, the City Council approved allocating a total of $1,396,986 in CPA funds to the Somerville Affordable Housing Trust Fund (AHTF or Trust; see Table 2 above).5 The CPC empowered the Trust to serve as the housing arm of the CPC in FY15 given the Trust’s 25 years of experi- ence preserving and creating affordable housing units and supporting programs to assist homeowners and renters. The Trust has prioritized preserving or increasing the supply of affordable housing in Somerville and helping low-to-moderate income households gain access to or retain housing. Projects and programs serving individu- als and families at or below 100% of the area median income (AMI) are eligible for CPA-funded Trust pro- jects. Since FY15, the Housing Trust has received $13.5 million in CPA funds to support affordable housing. These funds have supported the creation of 85 new units of affordable housing and supporting 59 rotating families with rental assistance.

11 In FY19, as in previous years, the Trust released a Re- quest for Information and then a subsequent applica- tion for proposals for CPA funds. They received one development application and five program applications for a total of $2,205,248. All projects were fully funded with the exception of one program application which was not funded for a total of $2,005,296. The Trust had $652,288 remaining from their FY18 that they were able to roll over to fund the increased demand in FY19. They have $43,978 remaining that will be available for projects in FY20 in addition to their FY20 appropriation. Ongoing Project Update FY15 was the first year for CPA grantmaking in Somer- ville, since then 12 projects have been completed. Two projects funded in FY15 returned funding– First Church Somerville Window Restoration and American Tube Works national register nomination (City of Somerville, Planning and Zoning). Both projects are continuing with other sources of funding. For FY15-FY18, used the following minimum funding allocations: 45% for community housing; 15% each to historic resources and open space/recreational land; and 20% flexible, which are funds that can be spent on projects in the three CPA categories based on demand. The minimum funding allocations were adjusted in FY19 to: 50% for community housing; 15% for historic resources 20% for open space/recreational land; and 10% flexible. The remaining 5% goes to support the administration of the program. Of the program funds, to date, not considering bonding, 49% has gone to affordable housing, 25% to historic resources, and 26% to open space/recreational land. When the West Branch Library and 100 Homes bonds are included, the percentage awarded to historic resources increases to 26% and affordable housing increases to 57%; open space/recreational land decreases to 17% (see Figure 2). Of the 70 projects that have received funding FY15- FY19:  60% are implemented by community organizations (42)  31% are implemented by City departments (22)  9% are jointly implemented by community organi- zations and City departments (6) Non-City grantees receive their project funding in tranches established at the beginning of the project. The final 10% of the budget is released upon the com- pletion of the project and submission of a final report. Figure 2. Total CPA Funding Allocations 57% 26% 17% Allocation of CPA Funds by Category with bonding Affordable Housing Historic Resources Open Space/Recreation Land 49% 25% 26% Allocation of CPA Funds by Category (FY15- FY19) without bonding Affordable Housing Historic Resources Open Space/Recreation Land

12 Completed Projects Prospect Hill Tower Renovation City of Somerville, Capital Projects Amount Funded Percent Disbursed $500,000 85% ($427,425) $72,575 returned Year Awarded FY15 The Prospect Hill Tower Renovation is the Somerville CPA’s first completed project. The Tower was officially reopened during the First Flag ceremony on January 1, 2016 and the CPA celebration was held on September 20, 2016. To ensure that all Somerville residents can experience the Tower, CPA supported the creation of a virtual tour video, George Washington … on Prospect Hill? which is available on the City’s website with subtitles in English, Spanish and Portuguese (Haitian Kreyol is coming soon). The Tower is now open in warm weather for docent tours. Photo source: Graham Baker Milk Row Cemetery Rehabilitation and Restoration– FY15 City of Somerville, Planning & Zoning Division Amount Funded Percent Disbursed $48,360 100% Year Awarded FY15 The City of Somerville contracted a firm to complete the rehabilitation and restoration work of the tombs in Milk Row Cemetery. They completed their work summer 2016. Following receiving CPA funding, the project received matching funds from the Massachusetts Historical Commission and the City of Somerville Planning and Zoning Department. Milk Row Cemetery Rehabilitation and Restoration– FY16 + FY17 City of Somerville, Planning & Zoning Division Amount Funded Percent Disbursed $33,108 91% ($31,367) Year Awarded FY16 FY17 The City of Somerville is working with a consultant to complete the restoration work of an anticipated 48 grave markers and the Civil War Monument in Milk Row Cemetery. $6,300 from the FY16 project was spent to com- plete the FY15 tomb restoration project when the contractors uncovered more extensive damage than ex- pected. The FY17 CPA award for the project will replace these funds, allowing the full project to be completed summer 2016, increasing the total amount awarded from $26,808 to $33,108. A celebration of the completed project was held in May 2019.

13 Mystic Water Works Historic Windows Somerville Housing Authority Amount Funded Percent Disbursed $243,000– historic $507,000– housing 100% Year Awarded FY15 FY16 The Mystic Water Works project provides affordable housing for 25 seniors and persons living with disabilities. The Community Preservation Committee provided funding to preserve the historic windows; the Affordable Housing Trust Fund provided funding for the housing component in FY16. Residents moved into the building in February 2018. Amount Funded Percent Disbursed $450,945 100% Year Awarded FY15 Temple B’Nai Brith installed a fire safety sprinkler system and an elevator in their historic building. Temple B’nai Brith Fire Safety and Accessibility Project Temple B’nai Brith 83 Belmont St. Window Restoration Laura de la Torre Bueno Amount Funded Percent Disbursed $4,510 100% Year Awarded FY17 This project provided resources for the property owners at 83 Belmont St. to replace the original stained glass window in their home which was damaged in a fire. The home is on the national register of historic places. The restoration of the home was featured in the Boston Globe and received a Director’s Preservation Award from the Somerville Historic Preservation Commission. City of Somerville Archives Processing Contractor City of Somerville Archives Amount Funded Percent Disbursed $43,000 100% Year Awarded FY15 The Somerville Archives contracted a consultant to process permanent collections and create record guides. These documents are available on the Archives website.

14 Elizabeth Peabody House Roof Restoration Elizabeth Peabody House Association Amount Funded Percent Disbursed $73,000 96% ($70,374) Year Awarded FY18 The roof of the historic building that is home to the Elizabeth Peabody House Association suffered from water infiltration. This project completed necessary repairs to the roof that ensure the building is water tight. The building houses a pre-school, food pantry, and other social services offered by the Association. The project was completed under budget, so $2,626 was returned to the historic resources reserve in FY19. Blessing of the Bay Park Design– Phase 1 Mystic River Watershed Association Amount Funded Percent Disbursed $41,863 100% Year Awarded FY17 Mystic River Watershed Association conducted community outreach in conjunction with Groundwork Somer- ville and hired a firm to complete a schematic design for the park. The completed schematic design is available at www.mysticriver.org/blessingofthebay. 5 Palmer Acquisition City of Somerville, Economic Development Division Amount Funded Percent Disbursed $500,000 100% Year Awarded FY18 The City of Somerville acquired the 0.04 parcel, which will add to the open space at the Capuano School/Glen Park. The parcel will be perpetually preserved as recreational land per the requirements of the Community Preservation Act. Photo source: Google Maps

15 Healey School to Mystic Friends of the Healey Amount Funded Percent Disbursed $45,000 100% Year Awarded FY15 The Friends of the Healey hired a firm to develop a master plan for the open and recreation space around the Healey School, Mystic Housing Authority and Blessing of the Bay Boat House. The goal was to better connect the three places, which are geographically very close but difficult to access from each location. The City of Som- erville supported the Friends in implementing a competitive selection process for the design firm. The design team developed two options for the Healey+Mystic Master Plan, which can be seen at: http://healeymystic.org. In FY17, design funds were awarded for the design of the Healey Schoolyard (City of Somerville) and the Bless- ing of the Bay Boathouse Park (Mystic River Watershed Association). Both will build on the Healey+Mystic Mas- ter Plan. School Garden Classrooms Groundwork Somerville Amount Funded Percent Disbursed $45,373 100% Year Awarded FY15 This Groundwork Somerville improved eight school yard garden classrooms in Somerville. The project has re- ceived in-kind materials from the Somerville School District, which allowed the full vision of the project to be completed. Over 1,000 Somerville students have benefited from the project. Students at the East Somerville Community School held the ribbon cutting for the project in October 2016 with Mayor Curtatone and Superin- tendent Skipper. Community Growing Center Design Friends of the Community Growing Center Amount Funded Percent Disbursed $52,090 100% Year Awarded FY15 The Friends of the Community Growing Center hired a firm to create a new design for the Community Growing Center. More information about the project is available at: http://www.thegrowingcenter.org/#!redesign/tof3d

16 Short Stop Self-Sufficiency Program Wayside Youth and Family Support Network Amount Funded Percent Disbursed $51,107 100% Year Awarded FY16 FY17 The Short Stop program provides transitional housing for homeless young adults. CPA funds cover the gap be- tween what HUD can fund (up to fair market rent) and what the actual cost of monthly rent is for nine individu- als at a time. To date the program has served 18 young adults. Nine have left the program, of which seven are living independently, one left the program for other opportunities, and one began a four year college program. Educational stability has increased– during participation in the program and once youth have left the program. 100 Homes Initiative Pilot Somerville Community Corporation Amount Funded Percent Disbursed $1,200,000 (loan) 100% Year Awarded FY15 This Somerville Community Corporation program was established with the goal of creating 100 new units of affordable housing. To date, SCC has acquired has acquired 20 units. The CPA funds are a subsidy that will be released when the SCC secures permanent financing to make the units affordable.

17 Ongoing Historic Projects Somerville City Hall Renovation, Design, and Construction Management City of Somerville, Capital Projects Department Amount Funded Percent Disbursed $200,000 0% Year Awarded FY15 Photo source: Eric Kilby This project will contract a design firm to develop a design to restore the exterior of Somerville City Hall, up- grade mechanical and life safety systems, and ensure accessibility. This project will begin once an owner’s pro- ject manager is hired. West Branch Library Restoration City of Somerville, Capital Projects Department Amount Funded Percent Disbursed 0% Year Awarded FY16 The City of Somerville will restore and preserve the existing library interior and exterior and ensure ADA compliance. Construction will begin in spring 2019. The CPA funding for the project will be bonded in FY20. $2,500,000 (bond) Local Historic District Property Owner Preservation Fund City of Somerville, Planning & Zoning Division Amount Funded Percent Disbursed $150,000 0% Year Awarded FY16 This project will provide resources for the City of Somerville to create a dedicated fund that will provide small grants to owners of local historic district designated properties for the restoration and preservation of their structures. The City plans for the fund to be multi-year and renewable. The fund will be managed by the Office of Strategic Planning and Community Development’s Preservation Staff along with the Historic Preservation Commission.

18 Somerville Museum Capital Improvements– FY15 Somerville Museum Amount Funded Percent Disbursed $168,191 90% ($150,181) Year Awarded FY15 The Somerville Historical Society is making improvements to the Somerville Museum to better preserve its col- lections and make the building ADA accessible. The project originally planned to construct an elevator lift. The Massachusetts Architectural Access Board determined this was not sufficient as it would not reach all Museum floors. The CPC and Board of Aldermen approved using the $24,970 allocated for the lift towards the design, purchase and installation of the elevator. The Museum received approval to extend their grant term to com- plete the project and will be installing a perimeter drain to address moisture in the basement. The elevator project is planned to begin June 2019. 20% ($86,316) Somerville Museum Capital Improvements– FY16 Somerville Museum Amount Funded Percent Disbursed $423,480 Year Awarded FY16 This project will provide further resources for the Somerville Museum to become ADA compliant and care for its historic collections. This will include building an elevator to meet ADA requirements, reinstalling the Muse- um’s original Palladian window that was removed in 1986 per a deed restriction with the Massachusetts Histor- ical Society, upgrading security systems, inventorying the Museum’s holdings, and planning for Phase 6 of the Museum’s strategic plan. The project was delayed for three years by a lawsuit and appeal in Land Court. The Museum is now assembling funds to complete the project as construction costs have risen considerably since 2016. The project is anticipated to start in June 2019. Somerville Museum: Collection Preservation – FY19 Somerville Museum Amount Funded Percent Disbursed $100,000 0% Year Awarded FY19 With the FY19 grant, the Museum will make climate control improvements, improve fire safety systems, and remediate mold in the building in order to protect its historic collections. The project will commence after the Museum submits its grant agreement documents.

19 Central Library Mold Remediation Somerville Public Libraries Amount Funded Percent Disbursed $21,279 0% Year Awarded FY17 This project will provide resources for the City of Somerville to remediate historic materials damaged by mold in the Closed Stacks, move them to the Library’s Local History Room, and install a 10,000 BTU air conditioning unit in the Local History Room to ensure the historic materials are appropriately stored and preserved. Grace Baptist Church Restoration– FY17 Somerville Hispanic Association for Community Development Amount Funded Percent Disbursed $553,378 90% ($498,000) Year Awarded FY17 This project rehabilitated the apse of the historic Grace Baptist Church. Work was originally planned to repair the roof on the entire building. However, work on the apse uncovered serious structural issues in the apse sec- tion of the building. As a result, the grant funds were repurposed to address the structural issues in the apse. The building is now home to the Somerville Hispanic Association for Community Development, which operates a food pantry from the building. The building is also home to a day care. The project work has been completed and SHA4CD is preparing the final report. Grace Baptist Church Restoration– FY19 Somerville Hispanic Association for Community Development Amount Funded Percent Disbursed $500,000 0% Year Awarded FY19 In this phase of the project, the Somerville Hispanic Association for Community Development will complete the repairs to the slate roof on the historic Grace Baptist Church. They will also create an ADA accessible ramp into the building. The project will begin following the execution of the grant agreement for the project.

20 Preservation of and Access to Election Records City of Somerville, Elections Department Amount Funded Percent Disbursed $85,100 4% ($3,230) Year Awarded FY18 This project will remediate historic election records damaged by mold. It will also digitize them so they are easi- ly accessible to all. CPA funds are supporting the preservation and digitization of the historic records from 1884 to 1967 and the City is funding the digitization of records from 1967 to the present. The records include voter lists used at polls, indices of registered votes, general registers, voter annual registers by ward and precinct, preliminary and general elections results, poll taxes, and lists of women voters. Building Condition Assessment and Prioritized Rehabilitation Plan Elizabeth Peabody House Association Amount Funded Percent Disbursed $28,000 90% ($25,200) Year Awarded FY19 Elizabeth Peabody House Association hired consultants to conduct a full assessment of existing building condi- tions and create a prioritized rehabilitation plan to guide future capital improvement projects for their building. The results of the assessment will be presented to their board in June. Works Progress Administration Carved Wood Bas-Relief Restoration Project Somerville Public Library Amount Funded Percent Disbursed $6,055 0% Year Awarded FY19 Central Library will hire a conservator to restore their wood bas-relief, carved by a local artist through the Works Progress Administration Program in 1939. The Library will also hire a skilled firm to install the carving in a safer, more prominent location in the library.

21 Open Space & Recreation Land Prospect Hill Park Design Services City of Somerville, Parks and Open Space Division Amount Funded Percent Disbursed $85,000 98% ($83,999) Year Awarded FY15 The City of Somerville contracted a firm to develop a design for the Prospect Hill Park. The first step was to con- duct an archeological reconnaissance survey of the park to determine if there are any archeologically sensitive areas. The survey was completed in April 2017. The design is complete based on community input and con- struction is underway. The design firm will remain engaged through the completion of construction to ensure the construction follows the design. Photo source: Eric Kilby Mission Church of Christ– Roof Repair and Preservation Project Mission Church of Our Lord Jesus Christ Amount Funded Percent Disbursed $113,120 90% ($101,808) Year Awarded FY19 Mission Church will repair the slate roof on their historic building, which is home to their congregation as well as a food pantry. Photo: Michael Tarselli Prospect Hill Park Construction City of Somerville, Parks and Open Space Division Amount Funded Percent Disbursed $797,330 1% ($2,059) Year Awarded FY18 The renovation of Prospect Hill Park is underway and scheduled to be completed in 2020. The completed park will be ADA accessible and include more interpretive features to help visitors better understand the rich history of Prospect Hill. The City received two Parkland Acquisitions and Renovations for Communities grants which total $800,000 from the state to help complete the project.

22 Allen Street Mixed Use Renovation City of Somerville Parks and Open Space Division and Stephanie Hirsch Amount Funded Percent Disbursed $20,000 100% Year Awarded FY16 The City of Somerville contracted a landscape architect to complete a design through a community process. The design improves the community garden plots while adding a play area for children, serving the surrounding community and the Allen Street Head Start School, which is directly across from the open space. The design firm will be engaged through the construction process in order to ensure the final park is constructed in align- ment with the design. Photo source: Google Earth Hoyt Sullivan Playground Renovation City of Somerville Parks and Open Space Division Amount Funded Percent Disbursed $400,000 100% Year Awarded FY16 The City of Somerville renovated the 22,000 square foot Hoyt Sullivan Playground. The renovation included im- proving ADA and universal access, new lighting, circulation paths, improving the tree canopy and sustainable practices, providing active and passive recreation with a focus on younger children and improved visual con- nections to the community path and rail corridor via a new deck overlook. The contractor is now addressing final punch list items. Community Path Repaving City of Somerville Engineering Division and Friends of the Community Path Amount Funded Percent Disbursed $140,000 100% Year Awarded FY16 The Community Path from Grove St. to Cedar Street was repaved in May 2017. The section from Buena Vista Rd. to the Cambridge line will be repaved following a planned drainage improvement project that will take place summer 2019.

23 Community Path Design City of Somerville Parks and Open Space Division and Friends of the Community Path Amount Funded Percent Disbursed $90,000 0% Year Awarded FY16 FY18 The City of Somerville and the Friends of the Community Path will lead a design process that will make im- provements to the existing Community Path and add additional features. The design will emphasize adding green infrastructure to the Grove to Cedar section to improve drainage. Additional funds were added to the project in FY17 to include plans to manage invasive species and the tree canopy. The City has identified the design firm that will lead the process and is in the process of finalizing the contract. Community Path Survey City of Somerville Parks and Open Space Division Amount Funded Percent Disbursed $20,000 0% Year Awarded FY17 The City of Somerville will hire a design firm to complete a survey of the Community Path, a necessary input for the design process. Land Acquisition Study Fund City of Somerville Parks and Open Space Division Amount Funded Percent Disbursed $40,000 6% ($2,500) Year Awarded FY17 This project provides resources for the City of Somerville to explore the feasibility of acquiring parcels for ac- quisition for open space and recreation land. The fund supports appraisals, environmental studies, surveys, and other preliminary studies necessary to determine if a parcel is a good candidate for acquisition and gather the necessary information to prepare a full proposal for submission to the Community Preservation Committee for CPA funding or directly to the City Council for funding through non-CPA sources.

24 Henry Hansen Park City of Somerville Veterans’ Services Amount Funded Percent Disbursed $49,200 81% ($14,200 returned) Year Awarded FY17 The City of Somerville hired a firm to develop a new design for Henry Hansen Park, which honors the Somerville resident who participated in the first raising of the American flag at Iwo Jima during World War II. The design is complete following a community process. The firm is now preparing the construction documents. The cost of the project was lower than expected, so the project was able to return $14,200 to the CPA fund. Healey Schoolyard Design City of Somerville Parks and Open Space Division Amount Funded Percent Disbursed $80,000 0% Year Awarded FY17 The City of Somerville will hire a firm to complete a new design for the Healey Schoolyard. This project will be informed by the Healey+Mystic Master Plan that was funded by CPA in FY15. The RFP for this project has been released and the City is now in the process to select a design firm. Additional funds for the project were provid- ed by the City of Somerville to be able to add on the design of an athletic field to the project. Winter Hill Schoolyard Construction City of Somerville Parks and Open Space Division Amount Funded Percent Disbursed $500,000 100% Year Awarded FY17 The City of Somerville has completed the construction of a new schoolyard for the Winter Hill Community Inno- vation School. The contractors are now finalizing the remaining punch list items.

25 Community Pollinator Garden City of Somerville Parks and Open Space Division and Green and Open Somerville Amount Funded Percent Disbursed $13,000 40% ($5,197) Year Awarded FY17 The City of Somerville and Green and Open Somerville have planted a butterfly garden at the edge of Morse- Kelly Park. This spring they will be finalizing the plantings, the ADA accessible path, and interpretive signage. South Street Farm Groundwork Somerville Amount Funded Percent Disbursed $60,160 90% ($54,144) Year Awarded FY16 Groundwork Somerville has expanded the capacity of the South Street Farm to be used as public space and an outdoor classroom, in addition to its current function as an urban farm. This work included constructing a shade structure, wash station, bicycle parking, and tables and benches. Groundwork Somerville also made im- provements such as conducting a phytoremediation project, creating new rain collection surfaces and storage, installation of composting structures, and improving on-site water and drainage management. Groundwork Somerville is preparing the final report. Dilboy Auxiliary Fields Design Services City of Somerville, Parks and Recreation Department Amount Funded Percent Disbursed $90,000 43% ($39,083) Year Awarded FY18 The City of Somerville hired a firm to redesign the Dilboy Auxiliary fields. The project includes renovating the soil profile and reorganizing the space to add a U12 soccer field. Irrigation and lighting will also be added to the fields. The design is underway.

26 Community Growing Center Construction Documents Friends of the Community Growing Center Amount Funded Percent Disbursed $33,176 90% ($29,858) Year Awarded FY17 The Friends of the Community Growing Center hired a landscape architect to complete the construction docu- ments and bid package for the design funded by CPA in FY15. More information about the project is available at: http://www.thegrowingcenter.org/#!redesign/tof3d Community Growing Center Electrical Cabinet Friends of the Community Growing Center Amount Funded Percent Disbursed $3,888 0% Year Awarded FY19 The Community Preservation Committee awarded an additional $3,888 for the Growing Center’s construction project through an emergency request. The funds will pay for the purchase of a new electrical cabinet, neces- sary to complete the project. Community Growing Center Construction Friends of the Community Growing Center Amount Funded Percent Disbursed $350,000 90% ($315,000) Year Awarded FY18 The Friends of the Community Growing Center are working with a construction company to implement the new design funded by CPA in FY15 and FY16. The ribbon cutting is scheduled for June 22, 2019.

27 Brown and West Somerville Schoolyards Design Services City of Somerville, Parks and Open Space Division Amount Funded Percent Disbursed $140,000 0% Year Awarded FY18 The City of Somerville will hire a firm to create new designs for the schoolyards at the Brown and West Somer- ville schools. Blessing of the Bay Park Design– Phase II Mystic River Watershed Association Amount Funded Percent Disbursed $155,339 45% ($69,903) Year Awarded FY18 The Mystic River Watershed Association will work with their selected design firm to complete the design through to construction documents with active community input. Kennedy Schoolyard Design Services City of Somerville, Parks and Open Space Division Amount Funded Percent Disbursed $65,000 0% Year Awarded FY19 The City of Somerville will hire a firm to create new designs for the front schoolyard at the Kennedy School.

28 5 Palmer Conservation Restriction Fee City of Somerville, Economic Development Division Amount Funded Percent Disbursed $6,000 0% Year Awarded FY19 The City of Somerville acquired the 0.04 parcel, which will add to the open space at the Capuano School/Glen Park. As required by the Community Preservation Act, the parcel will be perpetually preserved as open space through a conservation restriction. Groundwork Somerville will hold the conservation restriction and will re- ceive a fee of $6,000 when the conservation restriction is recorded at the Registry of Deeds. The restriction has received approval from the state to seek local approvals and is currently being reviewed by the Conservation Commission. Photo source: Google Maps 35 Richardson St. Somerville Community Corporation Amount Funded Percent Disbursed $210,000 0% Year Awarded FY18 Somerville Community Corporation purchased the property at 35 Richardson to be converted to a public park as part of a project on the 31-35 Richardson parcel. Following the construction of a new unit of affordable housing on the 31 Richardson side of the property, SCC will donate the 35 Richardson parcel for conversion into a public park. As required by the Community Preservation Act, the parcel will be perpetually preserved as open space. Photo source: Google Earth

29 24-28 Pleasant St. Somerville Community Corporation Amount Funded Percent Disbursed $1,620,000 0% Year Awarded FY19 Somerville Community Corporation is purchasing the property at 24-28 Mt. Pleasant St. It will develop six new affordable rental units that will be available to households earning at or below 80% of the area median income. Four units will be three bedrooms and two will be two bedrooms. The project could leverage up to $1.2 million from the MA Community Scale Housing Initiative at the Department of Housing and Community Development. Photo source: Google Earth Ongoing Affordable Housing Projects Redevelopment of 163 Glen Street Somerville Community Corporation Amount Funded Percent Disbursed $915,000 (loan) Year Awarded Somerville Community Corporation is redeveloping the former American Legion Post into eight affordable units and three market rate units. The CPA 5th anniversary walking tour began at the groundbreaking for the project in September 2017. The project was delayed by the National Grid strike, but is now making progress towards completion by fall 2019. FY15 90% (819,862) 100 Homes Initiative Somerville Community Corporation Amount Funded Percent Disbursed $9,302,608 (loan) 68% ($6,319,949) Year Awarded FY16 FY17 FY18 To date, the 100 Homes project has acquired 51 fully deed restricted rental units in 13 properties that preserved 28 tenancies, including 5 that were in danger of losing their Section 8 vouchers. Five units are designated for homeless households. In FY18, the City Council approved a $6 million bond for the 100 Homes project. Debt service payments will begin for this bond in FY20.

30 31 Richardson St. Somerville Community Corporation Amount Funded Percent Disbursed $171,000 0% Year Awarded FY18 Somerville Community Corporation purchased the property at 31 Richardson, which includes an existing home. SCC will sell this home at market rate and build a new two unit building on the property. One will be sold at market rate and the other will be sold as an affordable home to a household with an income at or below 100% of the area median income. The parcel at 35 Richardson was purchased by SCC using CPA open space funds and will be donated to the City of Somerville and converted to a public park following the construction of the new units of affordable housing. Photo source: Google Earth Prevention and Stabilization Services (PASS) Somerville Homeless Coalition Amount Funded Percent Disbursed $382,930 0% Year Awarded FY15 FY17 FY18 This project provides rental assistance for up to 12 households for up to two years, including rental and move- in assistance, case management and stabilization services. The program is designed to serve households of in- comes at or below 60% of area median income (AMI) and to help Somerville residents who are experiencing a housing crisis that may have resulted from burdensome rental increases or losses in income to allow them to stay in the City. The grant contract is being finalized. Amount Funded Percent Disbursed $286,929 52% ($150,513) Year Awarded FY15 FY16 FY17 FY18 FY19 Better Homes Program– Leasing Differential Somerville Homeless Coalition CPA funding for the Better Homes Program fills the gap between HUD Fair Market Rent reimbursements and the actual market rents at 12 scattered-site apartments leased by the Somerville Homeless Coalition. This pro- gram has supported 22 people (three families and 14 individuals), nine of whom qualify as chronically home- less. The program is designed to serve households of incomes at or below 60% of area median income (AMI) and to help Somerville residents who are experiencing a housing crisis that may have resulted from burden- some rental increases or losses in income to allow them to stay in the City.

31 Somerville Better Homes 3 Heading Home Amount Funded Percent Disbursed $95,000 0% Year Awarded FY18 FY19 This project provides rental assistance for up to 16 chronically homeless households. Homelessness Prevention Assistance Fund Community Action Agency of Somerville Amount Funded Percent Disbursed $50,000 0% Year Awarded FY18 FY19 The Homelessness Prevention Assistance Fund provides up to $3,000 of assistance to households at risk of homelessness to secure a new apartment or pay emergency rental arrears. Emergency Shelter and Homeless Program RESPOND, Inc. Amount Funded Percent Disbursed $11,314 0% Year Awarded FY19 This project provides flexible rental assistance for up to six months for survivors of domestic violence who meet the HUD definition of homeless.

32 CPA Results As a result of Somerville’s CPA projects, which are located in all seven of Somerville’s wards:  9 historic buildings are being preserved  5 historic buildings and one collection are being made more accessible to all Somerville residents  3 historic collections are being preserved  7 parks and playgrounds are being improved  85 new affordable housing units are being created  2 transit oriented affordable housing developments are being built  32 households are receiving rental assistance Program Improvements Based on input from the applicant surveys, the Commu- nity Preservation Committee shifted the application cy- cle in FY19 so that applicants will learn if they will re- ceive funding for their projects in the winter. This will allow them to go out to bid for construction projects while contractors are still developing their schedules for the year ahead. As a result, applicants expect to receive bids with lower costs from higher quality contractors. The CPA Manager also redesigned the report template for grantees based on survey responses. Grantees strug- gled with the existing template because it was all in Ex- cel. A new template is currently under review by the Finance Department and should be released for use in FY20. Community Engagement In addition to seeking community input through the an- nual application and Community Preservation Plan pro- cesses, the CPC seeks community feedback on the pro- gram by tabling a community events in Somerville. In FY18, the CPC agreed that each member will participate in one outreach event to expand the ability to partici- pate in events beyond the CPA Manager’s availability. Through the events like SomerStreets, CPA was repre- sented at seven community events. 330 people partici- pated in the voting activity that allows residents to share how they would allocate CPA funds across the three funding categories: affordable housing, historic resources, and open space/recreational land. CPA Applicant and Implementer Survey Results Since FY16, the CPA program has surveyed applicants and implementers about their experience with CPA. On average:  95% of implementers and 94% of applicants found the support of the CPA Manager to be very useful  45% of applicants found the application process to be fairly easy and 60% found it to be very transparent  59% of funded projects would not have gone forward without funding from CPA  88% of organizations implementing a CPA project benefited from being part of CPA beyond receiving funding

33 Looking Ahead to FY20 The CPC projects a minimum of $2,220,788 in new CPA funds will be available in FY20, including a minimum 11.5% match on FY19 revenue from the State (Table 6). This is a record low distribution for the second year in a row. Efforts to increase the fee on transactions at the Registries of Deeds that support the state’s CPA Trust Fund have been more successful than in the past. Gov- ernor Baker has shared his support for the increase and for the first time the House of Representatives has in- cluded the increase in their budget. Should these efforts be successful, the match rate will increase in FY21. FY20 will be the first year that the City does not elect to make its optional annual appropriation to the CPA fund. since the CPA program started collected revenue in FY14. The Community Preservation Committee is hope- ful that the City will be able to make an appropriation again in FY21. In addition, FY20 will be the first year that the Com- mittee will pay debt service. The $6 million 100 Homes bond was issued in FY19 and the debt service is estimat- ed to be $317,000 for FY20. Debt service payments for the $2.5 million West Branch Library bond are anticipat- ed to begin in FY21. FY20 will be a time of transition for the Community Preservation Committee. Each member has a term limit of serving up to two three year terms. The original Com- mittee member terms were staggered so that all mem- bers would not rotate out at the same time. The last of the original Committee members will reach their term limits on December 31, 2019. There were four new Committee members that joined during FY19. In addi- tion, the CPA Manager will be transitioning into the SomerStat Director role after staffing the Committee for three years. The City will be recruiting a new CPA Man- ager and anticipate this person will start in August 2019. The current CPA Manager will work closely with the Committee and the new CPA Manager to ensure a smooth transition for everyone. Total FY20 New CPA Revenue $2,220,788 Surcharge $1,944,167 State match $276,621 City appropriation* $0 (Debt service on 100 Homes bond) ($368,846) (CPA admin funds) ($111,039) Total FY20 New Project Funding $1,740,902 New Project Funding Available by Category Affordable Housing (50%)** $741,548 Historic Resources (15%) $333,118 Open Space/Recreational Land $444,158 Undesignated (10%) $222,079 Table 6. Projected FY20 CPA Funding Interior of West Branch Library, currently under renovation *FY20 City appropriation determined in Spring 2020. **Funding for new projects available after debt service payment for 100 Homes deducted from housing re- serve.