St. Joseph's Draft Memorandum AgreementDRAFT
MEMORANDUM OF AGREEMENT BETWEEN THE MASSACHUSETTS
DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT (DHCD), THE
MASSACHUSETTS STATE HISTORIC PRESERVATION OFFICER (MA SHPO),
NORTH SHORE HOME CONSORTIUM, SALEM LAFAYETTE DEVELOPMENT LLC
AND THE PLANNING OFFICE FOR URBAN AFFAIRS, INC.
REGARDING THE ST. JOSEPH’S REDEVELOPMENT
November __, 2011
WHEREAS, DHCD proposes to award Department of Housing and Urban Development
(“HUD”) HOME Investment Partnership Program funds to provide financial assistance for the
construction of a mixed-use development including 51 residential units, community space and
retail space known as the St. Joseph’s Redevelopment (“Project”) located at 135 Lafayette Street,
Salem, Massachusetts (the “Property”), which is being undertaken by the Planning Office for
Urban Affairs, Inc. (the “Proponent”) and which is owned by Salem Lafayette Development
LLC (the “Owner”);
WHEREAS, the North Shore HOME Consortium (“NSHC”), proposes to use HUD
HOME Investment Partnership Program funds to provide financial assistance for the
construction of the Project;
WHEREAS, DHCD proposes to award Section 8 Project-Based Vouchers (“PBV”) under
the United States Housing Act of 1937 (42 U.S.C. §§ 1437 et seq.) and regulations promulgated
at 24 CFR Part 983 to the Project;
WHEREAS, as a result of the HOME Funds and PBVs, the Project is subject to HUD
environmental review, including compliance with the National Environmental Policy Act
(“NEPA”) and related laws, including Section 106 of the National Historic Preservation Act and
the regulations found at 36 CFR Part 800 (“NHPA”);
WHEREAS, DHCD is acting as the “responsible entity” assuming HUD’s
responsibilities under the environmental and related laws specified in 24 CFR Part 58, including
compliance with the NHPA;
WHEREAS, DHCD and the NSHC have agreed that DHCD has acted, is acting, and will
act as “lead agency” pursuant to 36 CFR 800.2(a)(2), to fulfill both DHCD’s and NSHC’s
respective obligations under Section 106 of the NHPA with respect to the Project in a
consolidated manner;
WHEREAS, the Project is also subject to review by the SHPO pursuant to M.G.L.
Chapter 9, Section 26-27C and its implementing regulations, 950 CMR 71.00; however, the
Section 106 process fulfills the requirements of compliance with the state historic preservation
law and regulations (see 950 CMR 71.04(2));
WHEREAS, the existing Project site is a 2.7-acre parcel that contains paved areas,
landscaped areas and four buildings: a church, rectory, school and convent; none of which are
being used at this time;
WHEREAS, the St. Joseph’s Complex is eligible for listing in the National and State
Registers of Historic Places as an historic district at the local level;
WHEREAS, the Owner applied for and was granted, by the Planning Board of the City of
Salem, a Planned Unit Development Special Permit and Site Plan Review dated September 17,
2010 (the “PUD Approval”) that enables the razing of the former church and convent buildings,
the renovation of the former rectory and school buildings, and the construction of a new four-
story building at the Property. The mixed use development would include a total of 76 dwelling
units (51 in the new building, 17 in the renovated school and 8 in the renovated rectory),
approximately 4,150 square feet of commercial space, and approximately 750 square foot of
community space;
WHEREAS, at this time, the Project receiving federal HOME Funds and PBVs includes
only the construction of the four-story building (with 51 affordable dwelling units,
approximately 4,150 square feet of commercial space and approximately 750 square foot of
community space);
WHEREAS, in order for the Project to be financially feasible, the plans call for the
demolition of the church and convent buildings;
WHEREAS, DHCD has defined the area of potential effects on historic properties
(“APE”) for the Project as the campus comprising the St. Joseph’s Complex, which complex
meets the criteria of eligibility for listing on the State and National Registers of Historic Places
as an Historic District, as well as the Point Neighborhood District surrounding the St. Joseph’s
Complex, all as shown in Exhibit A;
WHEREAS, DHCD, in consultation with the Massachusetts State Historic Preservation
Officer (“SHPO”), has determined that the Project will have an adverse effect on the church and
convent buildings, the St. Joseph Complex, and the APE (Point Neighborhood District);
WHEREAS, in accordance with 36 CFR § 800.6(a)(1), on August 2, 2011, DHCD
notified the Advisory Council on Historic Preservation (“ACHP”) that the Project will have an
adverse effect on historic properties;
WHEREAS, after review, evaluation, consultation and consideration, on November 8,
2011 DHCD, in accordance with Section 106, issued a Memorandum Documenting DHCD’s
Consideration of Means to Avoid or Minimize Adverse Effects on Historic Properties
(“November 8 Determination”) in which DHCD determined that “the only viable approach to
resolving the Project’s adverse effects on historic properties is via mitigation of those effects
through a Memorandum of Agreement between DHCD and the SHPO, with concurrence from
-DRAFT St; Joseph’s MOA page 2-
the Applicant and other consulting parties that seek to join” (a copy of the November 8
Determination is attached hereto as Exhibit B);
WHEREAS, DHCD has consulted with the Proponent and Owner regarding the effects of
the undertaking on historic properties and has invited the Proponent to sign this MOA as
signatories;
WHEREAS, DHCD has consulted with the North Shore HOME Consortium, and the MA
SHPO regarding the effects of the undertaking on historic properties and has invited them to sign
this MOA as signatories;
WHEREAS, DHCD has consulted with the City of Salem, the Salem Historical
Commission and Historic Salem, Inc. regarding the effects of the undertaking on historic
properties and has invited them to sign this MOA as concurring parties;
WHEREAS, DHCD has consulted with the Tribal Historic Preservation Officer
(“THPO”), and has invited the THPO to sign this Memorandum of Agreement (“MOA”) as a
concurring party; [Add detail re: no response from THPO?]
WHEREAS, DHCD, the North Shore HOME Consortium, the SHPO, [the THPO], the
ACHP, the Proponent and the Owner are the “Signatories” to this MOA;
WHEREAS, the City of Salem, the Salem Historical Commission and Historic Salem,
Inc., are the “Concurring Parties” to this MOA; and
NOW, THEREFORE, DHCD, the ACHP, the SHPO, [the THPO], the Proponent and the
Owner agree that the following stipulations shall be implemented in order to take into account
the effect of the undertaking on historic properties, to resolve the potential adverse effect of the
undertaking on historic properties, and to satisfy all responsibilities under Section 106 of the
NHPA.
STIPULATIONS
DHCD shall ensure that the following stipulations of this MOA are implemented:
I. RECORDATION: Prior to commencement of work at the Property, the Proponent agrees
to ensure that the church building, the rectory, the school and the convent are documented
according to the following recordation requirements:
a. SPECIFICATIONS: Photographic documentation should consist of 5” -x - 7”, 35
millimeter black and white photographs, printed on archival-quality photographic
paper. Prints should be archival-processed and numbered on the back in pencil,
but un-mounted and with no affixed labels unmounted but sleeved in archival-
quality, unbuffered envelopes, the contents of each envelope identified and
numbered in pencil on the envelope. The negatives should be sleeved in a stable
polypropylene negative holder; the negative holder should be suitably labeled.
made available to the Historic American Buildings Survey. [Add reference to
MHC attachment re: recordation.]
b. RECOMMENDED VIEWS: At least 10 to 12 exterior views are recommended,
with exterior views including context shots of each building within its setting, as
well as individual views of each elevation of each building. Interior views are
required for the rectory, school and convent. At least four to six interior shots are
recommended, and should include representative shots of interior spaces and
detail shots of any significant architectural features, such as fireplaces, stairways,
doors, or moldings. [Placeholder re: existing archival quality photos of Church
interior]
II. RETENTION OF RECTORY AND SCHOOL – At this time the Proponent will retain
the former school (20 Harbor Street) and rectory (129 Lafayette Street) building
structures. The Proponent will use best efforts to maintain the historic fabric of both the
exterior and interior of the school and rectory. At such time as the Proponent undertakes
future development of the school or rectory, it shall consult with MHC and seek MHC’s
feedback on design review of the proposed redevelopment. The Proponent and MHC
understand that the basis for MHC’s design review may be standards that are derived
from the Secretary of the Interior’s Standards for Rehabilitation, and the Proponent shall
make best efforts to comply with those standards but may not be able to conform to such
standards in their entirety depending upon the reuse planned for the buildings.
III. POTENTIAL REUSE OF RECTORY – The Proponent will investigate the potential
reuse of the first floor of the rectory building for a temporary construction office during
future construction at the Property.
IV. PROJECT DEVELOPMENT: The Project shall be constructed in accordance with the
PUD Approval, as same may be amended, but, as described above, shall not include
restoration of the school and rectory buildings at this time. The Parties to this MOA
acknowledge that the Project includes numerous benefits, such as an approximately 20
million dollar investment in the City of Salem and the Point Neighborhood Community,
provision of 51 units of badly needed affordable housing, contribution of $10,000 to the
City of Salem for the maintenance and upkeep of Lafayette Park, creation of
approximately one hundred new construction jobs and several new permanent jobs,
removal of urban blight, enhancement to the gateway to downtown Salem and the Point
-DRAFT St; Joseph’s MOA page 4-
V. TREATMENT OF STOREFRONTS IN NEW BUILDING – The Proponent and Owner
agree that any new retail storefronts in the four-story building are subject to entrance
corridor overlay district requirements of the City of Salem Zoning Ordinance.
VI. MEMORIALIZATION OF THE FORMER CHURCH COMPLEX– The Proponent will
include a photographic exhibit in the new building’s community room so that residents
and community members can view photographic evidence and narrative about the former
St. Joseph’s Parish.
VII. OUTDOOR PUBLIC MEMORIALIZATION OF FORMER CHURCH COMPLEX –
The Proponent and Owner agree to add an interpretive plaque located on an exterior wall
of the new four-story building so that the public can view it from the sidewalk, to
memorialize the history of the St. Joseph’s Parish.
VIII. STATUE – With respect to the statue of St. Joseph that is allegedly buried within the
Project Area, the Proponent agrees to the following:
a. Prior to excavation for any construction work, if necessary, the Proponent will
retain a third-party contractor to conduct a Ground Penetrating Radar (GPR)
Survey in the southwest quadrant of the Project Area (as shown on Exhibit C,
attached hereto) which is the area that has been identified as the likely location of
the buried statue.
b. If the statue is located, either through the GPR Survey or during actual
excavation, the Proponent will take the following actions:
i. If practical, the Proponent will attempt to re-bury the statue within the
Project Area;
ii. If reburying the statue within the Project Area is not feasible, the
Proponent will have the statue removed from the Project Area, for
treatment and disposal in accordance with church law.
iii. Prior to reburial or removal of the statue, the Proponent will document the
statue by obtaining a minimum of six (6) photographs that comply with
the specifications set forth in Stipulation I(A), above.
c. If the statue is not located using a GPR Survey and is not encountered during
actual excavation, the Proponent will have no further obligations regarding
locating the statue.
-DRAFT St; Joseph’s MOA page 5-
IX. DISPUTE RESOLUTION:
a. Should any Signatory object in writing to the manner in which the terms of this
MOA are implemented, DHCD shall consult with the Signatory Parties to resolve
the objection.
b. If DHCD determines, as the result of an objection, that the MOA should be
amended, DHCD shall consult with the other Signatories and Concurring Parties
to this MOA to obtain their comments regarding the amendment and shall request
comments from the ACHP under 36 CFR § 800.7(a).
c. If DHCD, determines that the objection cannot be resolved, DHCD shall forward
all documentation relevant to the dispute to the ACHP, including DHCD’s
proposed response to the objection. Within twenty-one days after receipt of all
pertinent documentation, the ACHP will:
i. Advise DHCD that it concurs with DHCD’s proposed response,
whereupon DHCD shall respond to the objection accordingly; or
ii. Provide DHCD with recommendations pursuant to 36 CFR § 800.2(b)(2)
which DHCD shall consider in reaching a final decision regarding the
dispute. Upon consideration of any comments received from the ACHP,
DHCD may proceed to carry out the terms of the MOA.
iii. Should the ACHP not exercise one of the above options within twenty-
one (21) days after receipt of all pertinent documentation, DHCD may
assume that the ACHP concurs in the proposed response to the objection.
XI. DURATION: Unless extended by agreement of the Signatories, this MOA will be null
and void if its stipulations are not carried out within five (5) years from the date of its
execution. At such time, and prior to work continuing on the undertaking, DHCD shall
either (a) execute a MOA pursuant to 36 CFR § 800.6, or (b) request, take into account,
and respond to the comments of the ACHP under 36 CFR § 800.7. Prior to such time,
DHCD may consult with the other Signatories to reconsider the terms of the MOA and
amend it in accordance with Stipulation IX of this MOA. DHCD shall notify the
Signatories and Concurring Parties as to the course of action it will pursue.
[The remainder of this page intentionally left blank.]
EXECUTION of this MOA by the Proponent, DHCD, MA SHPO, NSHC and its submission to
the Advisory Council on Historic Preservation (Council) in accordance with 36 CFR
800.6(b)(1)(iv), shall, pursuant to 36 CFR 800.6(c), be considered to be an agreement with the
Council for the purposes of Section 110(1) of NHPA. Execution and submission of this MOA,
and implementation of its terms evidence that DHCD has afforded the Council an opportunity to
comment on the Project and its effects on historic properties, and that DHCD has taken into
account the effects of the Project on historic properties. EXECUTION of this MOA by the MA
SHPO shall also be considered to constitute the conclusion of state review pursuant to M.G.L.
Chapter 9, Section 26-27C and 950 CMR 71.00.
This MOA is effective when executed by the Signatories.
MASSACHUSETTS DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
xxxxx Date
[Interim] Undersecretary, Executive Office of Housing and Economic Development
MASSACHUSETTS STATE HISTORIC PRESERVATION OFFICER
Brona Simon Date
Massachusetts State Historic Preservation Officer
Executive Director and State Archaeologist
Massachusetts Historical Commission
NORTH SHORE HOME CONSORTIUM
(acting by and through the City of Peabody)
Kevin Hurley Date
Executive Director
-DRAFT St; Joseph’s MOA page 7-
SALEM LAFAYETTE DEVELOPMENT LLC
By: Planning Office for Urban Affairs, Inc.
By: ________________________
Name: Lisa B. Alberghini
Title: President
By: Banc of America Community Development Corporation
By: __________________________
Name: Eugene J. Clerkin
Title: Senior Vice President
PLANNING OFFICE FOR URBAN AFFAIRS, INC.
By: ________________________
Name: Lisa B. Alberghini
Title: President
CONCUR:
CITY OF SALEM – PLANNING DEPARTMENT
By: ___________________________
Title: _____________________
-DRAFT St; Joseph’s MOA page 8-
CONCUR:
SALEM HISTORICAL COMMISSION
By: ___________________________
Title: _____________________
CONCUR:
HISTORIC SALEM, INC.
By: ___________________________
Title: _____________________
Exhibit A: St. Joseph’s Complex – Area of Potential Effect
-DRAFT St; Joseph’s MOA page 10-
Exhibit B: November 8, 2011 Determination
-DRAFT St; Joseph’s MOA page 12-
Exhibit C: Statue Plan