Matters ▸ Attachment
5 Middlesex Easement and Maintenance Agreement 10-7-2024 — File 24-1478
After recording return to:
City of Somerville Law Department
Somerville City Hall
93 Highland Avenue, 2nd Floor
Somerville, MA 02143
Attn: Catherine A. Lester Salchert, Esq.
__________________________________________
RECORDING INFORMATION AREA
EASEMENT AND MAINTENANCE AGREEMENT (OPEN SPACE)
This EASEMENT AND MAINTENANCE AGREEMENT (OPEN SPACE) (this
“Agreement”) is entered into by the CITY OF SOMERVILLE, a municipal corporation with an
address of 93 Highland Avenue, Somerville, Massachusetts 02143 (the “City”) and BRE-BMR
ASSEMBLY INNOVATION I LLC, a Delaware limited liability company with an address of
4570 Executive Drive, Suite 400, San Diego, CA 92121 (“Phase I Developer”) and BRE-BMR
MIDDLESEX LLC, a Delaware limited liability company with an address of 4570 Executive
Drive, Suite 400, San Diego, CA 92121 (“Phase II Developer”; collectively with Phase I
Developer, but in each case only to the extent of their respective interests in the Property,
“Developer”) (each, a “Party” and collectively, the “Parties”).
WITNESSETH:
A. Pursuant to (i) that certain Amended and Restated Development Covenant dated as of
November 20, 2020 by and between the City and BRE-BMR Middlesex LLC (as successor-in-
interest to CDNV Assembly LLC and CDNV Land LLC) and recorded with the Middlesex South
Registry of Deeds (the “Registry”) at Book 76309, Page 469 (as the same may be amended, the
“Development Covenant”), (ii) that certain Decision issued by the Planning Board of the City of
Somerville (“Planning Board”) dated June 7, 2018 in Case No. PB2018-07-R1-0320, as amended
by that certain Decision issued by the Planning Board on July 24, 2020 (as the same may be
amended from time to time, the “Master Plan Approval”) for a mixed use project to the built in
phases (the “Project”), (iii) that certain Decision issued by the Planning Board dated November 8,
2018 in Case # PB 2018-12 (the “Alta XMBLY Special Permit”) for the construction of a multi-
family residential building (the “Alta XMBLY Project”), and (iv) that certain Decision issued by
the Planning Board dated June 24, 2021 in Case # P&Z20-0015 (the “Block 21 Special Permit”)
for the construction of a lab/office building and parking garage (the “Phase I Project”), the Parties
have each agreed to be responsible for certain maintenance obligations relating to certain open
Parcels adjacent to 5 Middlesex Avenue, Somerville, MA
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space serving the Project and to grant each other various rights in connection with the use and
maintenance of the same.
B. As of the date of this Agreement, Phase I Developer owns the real property on which the
Phase I Project will be located, which property is more particularly described on Exhibit A attached
hereto and incorporated by reference (the “Phase I Property”), which is adjacent to real property
owned by Phase II Developer which will be developed in a later phase, as more particularly
described on Exhibit A attached hereto and incorporated by reference (the “Phase II Property”;
together with the Phase I Property, the “Property”).
C. The Project is subject to that certain Declaration of Covenants, Conditions and Restrictions
dated April 26, 2019 and recorded in Registry at Book 72521, Page 96, as amended by that certain
First Amendment to Declaration of Covenants, Conditions and Restrictions dated as of December
23, 2020 and recorded in the Registry at Book 76516, Page 37 (as the same may be further
amended, the “CC&Rs”), under which BRE-BMR Middlesex LLC is Declarant.
D. In connection with its development of the Property, and as required pursuant to the Block
21 Special Permit, Developer will be constructing an open space located on the Phase II Property,
which open space will serve the Phase I Project (collectively, the “Open Space”).
E. The City and Developer desire to enter into this Agreement in order to grant the City
easements over portions of the Open Space, and to allocate maintenance responsibilities in
connection therewith, all as more specifically set forth herein.
F. The Somerville City Council approved this Agreement by a vote taken on a duly authorized
meeting held on October 10, 2024, recorded herewith and incorporated herein. A copy of the Vote
is also attached hereto as Exhibit E.
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of
which are hereby acknowledged, the City and Developer hereby agree as follows:
1. Grant of Easements to the City.
(a) Developer hereby grants to the City a non-exclusive permanent easement, in common
with Developer and all others now or hereafter entitled thereto, on, over, across and
through the Open Space consisting of 37,116 square feet of land adjacent to Harold
Cohen Way as shown on the Easement Plan attached hereto as Exhibit B as the
Easement Area (the “Easement Area”) for the purpose of public access from 8am to
10pm, or as otherwise set forth in City Ordinance, Chapter 12, Article III, Section 12-
48, for the general public to gather, pass, and repass; subject to a reservation of rights
by Developer to utilize the Easement Area for events (such as special events or
activities) subject to receipt of applicable City permits. Developer’s reservation of
rights hereunder shall include the right to close or limit access to the Easement Area
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from time to time on a temporary basis for repairs with prior notice to the City.
Developer’s use of the Easement Area shall not impede the use of the Easement Area
by the public except as set forth in this paragraph.
(b) Notwithstanding the foregoing, the Parties acknowledge that the Developer anticipates
a future need to use the Easement Area in connection with anticipated development
activities, including demolition of the existing building on adjacent Parcel 26A, located
at 5 Middlesex Avenue, Somerville, MA (“Existing Building”) as well as the
construction, including construction staging on all or a portion of the Easement Area,
of one or more additional buildings on the parcels comprising the Project (collectively,
the “Development Activities”). The Parties anticipate amending or terminating this
Easement upon Developer’s receipt of a special permit for the next building and/or a
demolition permit of the Existing Building (“Future Project Approvals”) or in
connection with the development of a future open space area for the Project as more
particularly described in the Future Project Approvals. Such amendment or termination
shall be determined by mutual agreement of the Parties as may also be specified in the
Future Project Approvals. The Parties acknowledge and agree that the Development
Activities may be performed prior to the amendment or termination of this Easement
in all cases in accordance with this Section 1(b). Developer will use commercially
reasonable efforts to conduct the Development Activities in a manner to not
unreasonably interfere with the use of the Easement Area by the public.
2. Developer Maintenance Obligations.
(a) Developer shall maintain, repair and replace in a manner substantially consistent with
the approved landscape design, at Developer’s sole cost and expense the Easement
Area, together with any improvements installed by Developer in the Easement Area,
including but not limited to (a) the provision of water and electricity, (b) the
maintenance and repair of the hardscape improvements and fixtures, and (c) the care
and restoration of landscaping elements as needed, all in accordance with the
Landscape Maintenance and Management Plan (“LMMP) approved by the City and
attached hereto and incorporated herein as Exhibit C. In addition, Developer shall be
responsible for removal of garbage and emptying of garbage cans and removal of snow
and ice, in a manner consistent with other first class mixed use developments in the
Boston, Massachusetts area and otherwise in accordance with any then-applicable
federal, state and City of Somerville standards, including but not limited to those related
to handicapped accessibility. All of Developer’s said responsibilities shall be referred
to herein collectively as the “Developer Maintenance Obligations.”
(b) Developer shall (and/or shall cause any contractor(s) responsible for performing any
work in, on or under the Easement Area to): (i) carry commercially reasonable types of
insurance and minimum amounts no less than those listed on Exhibit D which the
parties agree are commercially reasonable as of the date of this Agreement, and (ii)
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prior to the commencement of any work, deliver a certificate evidencing the insurance
required hereunder and naming the City as an additional insured on its general
commercial liability and workman’s compensation policies.
3. Permits and Approvals. Each Party must at all times as long as this Agreement remains in
effect obtain and maintain permits and approvals to the extent required by law for the
exercise of such Party’s rights and performance of its obligations hereunder.
Notwithstanding the foregoing, if Developer is prohibited from complying with any of its
obligations hereunder as a result of a City agency, department or official denying any such
required permit or approval, Developer shall not be in default of its obligations hereunder
for failure to fulfill the applicable obligation provided that Developer has notified the City
of such inability to perform its obligations and given the City the opportunity to respond.
If the City determines that Developer has failed to provided required information needed
by the City in order to issue the permit, then Developer shall not be relieved of the
obligations to perform the maintenance obligations contained in this easement.
4. No Agency. Neither Party shall be deemed to be an agent of the other as a result of the
Parties entering into, exercising their rights or performing their obligations under this
Agreement. Specifically, Developer may hire subcontractors, independent contractors,
consultants, vendors and/or associate managers in connection with the exercise of its rights
or performance of its obligations hereunder.
5. Good Faith; Diligence. In performing the functions under this Agreement, both Parties
shall act diligently and in good faith and cooperate with each other in all matters relating
to the services to be provided by either Party under this Agreement. Both Parties shall
furnish all information in their possession or control that either Party reasonably requests
and that is reasonably necessary in connection with performing duties and services under
this Agreement.
6. No Third-Party Beneficiaries. None of the duties and obligations of Developer and the
City under this Agreement shall in any way be construed as to create any liability for
Developer or the City with respect to third parties who are not parties to this Agreement.
7. Notices. All notices required or permitted hereunder shall be in writing and shall be
deemed duly given if (a) mailed by certified or registered mail, postage and registration
charges prepaid, on the third day after deposit in US Mail; (b) by overnight delivery service
with receipt, on the next business day after deposit with the delivery service; or (c) by hand
delivery on the day of actual receipt, to the parties at the addresses set forth below:
The City:
City of Somerville
Somerville City Hall
93 Highland Avenue
Somerville, MA 02143
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Attention: Mayor
With a copy to:
City of Somerville
Somerville City Hall – Law Department
93 Highland Avenue
Somerville, MA 02143
Attention: City Solicitor
Developer:
Phase I Developer:
BRE-BMR Assembly Innovation I LLC
4570 Executive Drive, Suite 400
San Diego, CA 92121
Attention: Legal Department
Phase II Developer:
BRE-BMR Middlesex LLC
4570 Executive Drive, Suite 400
San Diego, CA 92121
Attention: Legal Department
8. The recitals set forth above are incorporated in and made a part of this Agreement.
9. This Agreement and the rights and obligations of the Parties hereunder shall be binding
upon and inure to the benefit of the Parties hereto, their respective legal representatives,
and the successors and assigns of the Parties, shall be governed by and construed in
accordance with the laws of the Commonwealth of Massachusetts and may not be modified
or amended in any manner other than by a written agreement signed by both Parties hereto.
The easements granted hereunder shall run with the land and inure to the benefit of and be
binding upon the Parties and their successors and assigns. The City shall not assign its
rights or obligations under this Agreement without Developer’s prior written consent.
Developer may assign its rights and/or obligations in whole or in part to any affiliate of
Developer or to any owner or developer of any portion of the Project provided that
Developer shall provide written notice to the City within fifteen (15) days of any such
assignment.
10. Upon fifteen business (15) days’ prior notice, given upon the transfer, financing and/or
refinancing of any portion of Property and otherwise no more than once a year, the City
shall provide to Developer, Developer’s purchaser or lender, as the case may be, an
estoppel certificate stating, to its actual knowledge: (a) whether the City knows of any
defaults under this Agreement, and, if so, the nature thereof; (b) whether this Agreement
has been assigned, modified or amended in any way and, if so, the nature thereof; and (c)
that this Agreement is in full force and effect as of the date of the estoppel certificate.
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11. No partner, member, shareholder, trustee, beneficiary, director, officer, manager or
employee of Developer, or any partner of such parties, or any affiliate of any Party hereto,
shall have any personal liability under this Agreement. In the event any person obtains a
judgment against Developer in connection with this Agreement, such person’s sole
recourse shall be to the estate and interest of such party in and to its property described
herein.
12. If any term or provision of this Agreement or the application thereof to any persons or
circumstances shall, to any extent, be invalid or unenforceable, the remainder of this
Agreement or the application of such term or provision to persons or circumstances other
than those as to which it is held invalid or unenforceable shall not be affected thereby, and
each term and provision of this Agreement shall be valid and enforced to the fullest extent
permitted by law.
13. This Agreement may be executed in counterparts, each of which shall be an original and
all of which counterparts taken together shall constitute one and the same agreement.
[Signature page follows]
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement under seal
this day of September, 2024.
DEVELOPER:
BRE-BMR ASSEMBLY INNOVATION I LLC
By: ______________________________
Name: Carlye Murphy
Title: Senior Vice President, Assistant General Counsel
BRE-BMR MIDDLESEX LLC
By: ______________________________
Name: Carlye Murphy
Title: Senior Vice President, Assistant General Counsel
COMMONWEALTH OF MASSACHUSETTS
MIDDLESEX, ss.
On this ___ day of ______________, 2024, before me personally appeared the above-
named Carlye Murphy, the Senior Vice President, Assistant General Counsel of BRE-BMR
ASSEMBLY INNOVATION I LLC, a Delaware limited liability company, who proved to me
through satisfactory evidence of identification, which was ______________________________,
to be the person whose name is signed on the preceding instrument, and acknowledged to me that
such person signed said instrument voluntarily for its stated purpose as his/her free act and deed
in such capacity.
Notary Public:
My commission expires:
COMMONWEALTH OF MASSACHUSETTS
__________, ss.
On this ___ day of ______________, 2024, before me personally appeared the above-
named Carlye Murphy, the Senior Vice President, Assistant General Counsel of BRE-BMR
MIDDLESEX LLC, a Delaware limited liability company, who proved to me through satisfactory
evidence of identification, which was ______________________________, to be the person
whose name is signed on the preceding instrument, and acknowledged to me that such person
signed said instrument voluntarily for its stated purpose as his/her free act and deed in such
capacity.
Notary Public:
My commission expires:
THE CITY:
THE CITY OF SOMERVILLE
By: ______________________________
Name: Katjana Ballantyne
Title: Mayor
Attest:
Approved as to form:
By: ______________________________
Name:
Title:
COMMONWEALTH OF MASSACHUSETTS
Middlesex, ss.
On this ___ day of ______________, 2024, before me personally appeared the above-
named Katjana Ballantyne, as Mayor of the City of Somerville, who proved to me through
satisfactory evidence of identification, which was ______________________________, to be the
person whose name is signed on the preceding instrument, and acknowledged to me that such
person signed said instrument voluntarily for its stated purpose as his/her free act and deed in such
capacity.
Notary Public:
My commission expires:
EXHIBIT A
Property Description
Phase I Property:
The land in Somerville, Middlesex County, Massachusetts, situated at Middlesex Avenue and
being shown as Parcel 25A and Parcel 25B on a plan entitled, “Subdivision Plan of Land in
Somerville, Massachusetts, prepared for BRE-BMR Middlesex LLC” dated August 25, 2021,
prepared by VHB, Inc. and recorded with the Middlesex South District Registry of Deeds on
December 10, 2021 as Plan 916 of 2021, to which plan reference is hereby made for a more
particular description.
Phase II Property:
The land in Somerville, Middlesex County, Massachusetts, situated at Middlesex Avenue and
being shown as Parcel 25C and Parcel 26A on a plan entitled, “Subdivision Plan of Land in
Somerville, Massachusetts, prepared for BRE-BMR Middlesex LLC” dated August 25, 2021,
prepared by VHB, Inc. and recorded with the Middlesex South District Registry of Deeds on
December 10, 2021 as Plan 916 of 2021, to which plan reference is hereby made for a more
particular description.
EXHIBIT B
Open Easement Space Plan
[attached]
BLOCK 21A
BLOCK 21B
ALTA REVOLUTION
N 11°56'04" W
356.62'
118.70'
S 11°43'57" E
353.82'
335.03' (TOTAL)
PARCEL 25C
AREA = 17,989 SQ. FT.
(0.413 ACRES)
S 11°43'57" E
24.10'
R=145.00'
L=25.07'
Δ=9°54'29"
S 1°49'28" E
16.33'
R=203.00'
L=35.10'
Δ=9°54'29"
S 11°43'57" E
142.58'
PARCEL 25A
AREA = 55,285 SQ. FT.
(1.269 ACRES)
RCEL 25B
= 64,321 SQ. FT.
77 ACRES)
N 78°03'56" E
180.63'
N 78°03'56" E
35.70'
S 11°56'04" E
74.29'
S 45°03'41" E
200.99'
S 11°43'57" E
88.95'
R=328
.00'
L=18.3
3
'
Δ=3°12
'06"
PARCEL 26A
AREA = 143,399 SQ. FT.
(3.292 ACRES)
HAROLD COHEN WAY
ASSEMBLY PARK DRIVE
FAIRLANE WAY
AUTOWORKERS WAY
(LAB BUILDING)
(PARKING GARAGE)
PROPERTY LINE
LINE
215.77'
38.12'
135.57'
65.24'
204.77'
16.33'
13.1'
175.8'
PUBLIC ACCESS
EASEMENT AREA
37,116 SF (0.85 ACRES)
R=203'
L=35.10'
R=145'
L=25.07'
of
Project Number
Sheet
Drawing Number
Drawing Title
Issued for
Checked by
Designed by
Appvd.
Date
Revision
No.
vhb.com
Date
101 Walnut Street
PO Box 9151
Watertown, MA 0247[phone removed]
ASSEMBLY INNOVATION
PARK BLOCK 21
5 Middlesex Avenue
Somerville, Massachusetts
Not Approved for Construction
August 6, 2024
1
14000.05
Block 21
Temporary Landscape
Easement Area
Exhibit
C-1
1
Feet
40
20
0
10
EXHIBIT C
Landscape Maintenance and Management Plan (“LMMP”)
[see attached]
EXHIBIT D
Insurance Requirements
(a) Worker’s Compensation: Statutory coverage including employer’s liability with limits
of not less than $500,000 per accident, $500,000 each employee for occupational disease,
$500,000 policy limit for occupational disease.
(b) Automobile Liability: $1,000,000 combined single limit per accident on bodily injury
and property damage covering all owned, leased or hired vehicles used in performing the
scope of work.
(c) Comprehensive General Liability: At least $1,000,000 combined single limit per
occurrence on bodily injury, personal injury and property damage, $2,000,000 aggregate.
The policy shall include contractual liability and broad form property damage coverage.
Grantor shall be named as an additional insured.
(d) Professional Liability: In amounts that are customary and reasonable for the type of
work to be performed.
EXHIBIT E
City Council Vote