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CITY OF SALEM, MA
FISCAL YEAR 2018
COMMUNITY PRESERVATION PLAN
& FY17 ANNUAL REPORT
December 6, 2017
Community Preservation Committee
FY 18 Community Preservation Plan
Table of Contents
Table of Contents
Introduction 1
I. The Community Preservation Act in Salem 1
A. Overview 1
B. Understanding the Property Tax Surcharge in Salem 1
C. The Community Preservation Committee 2
D. The Role of the CPC 2
E. The Role of the City Council 3
F. Community Education and Outreach 3
G. Fiscal Year Explanation of Tasks 4
H. Community Preservation Fund Allowable Spending Purposes 4
I1. FYI Annual Report 7
A. FYI Funding Awards 7
B. State Reporting 7
C. Status of Projects 8
III. FYI 8 Funding&Timing 11
A. Financial Forecast 11
B. Proposed Timeline 12
IV.Application Process Overview 13
A. Step 1: Determination of Eligibility 13
B. Step 2: Funding Round 13
C. Step 3: City Council Recommendation and Vote 14
D. Step 4: Funding Awards 14
E. Additional Information 14
V. Community Preservation Needs,Possibilities and Resources 17
A. Evaluation Criteria 17
B. Category Specific Information 21
C. Plans, Studies and Other Public Documents 29
Appendix
• CP-1, CP-2 and excerpts from CP-3 annual reports
• City of Salem Code of Ordinances Section 1. Chapter 2,Article IV. Division 15. Community
Preservation Committee
• Secretary of the Interior's Standards for Rehabilitation
• Determination of Eligibility Application
• Funding Application
FY18 Community Preservation Plan
The Community Preservation Act in Salem
Introduction
Salem's Community Preservation Plan serves a dual purpose. It provides the public with an overview of
CPA in Salem and looks at Salem's community preservation needs, possibilities and resources. In addition,
it serves as an annual report — summarizing the status of funded projects and including copies of required
State reports.
I. The Community Preservation Act in Salem
A. Overview
The Community Preservation Act (CPA) is a Massachusetts state law (M.G.L. Chapter 44B)passed
in 2000. It enables adopting communities to raise funds and establish a local dedicated pool of funds
for the purpose of undertaking open space, historic preservation, outdoor recreation and community
housing projects.
CPA is financed by a voter-approved property tax surcharge along with matching funds from the
statewide CPA Trust Fund. The CPA Trust Fund provides annual matching funds, distributed
according to a formula that ranges from 5% to 100% of what is raised locally. Recording fees at the
State's Registries of Deeds fund the CPA Trust Fund, along with any additionally authorized
funding sources, such as funds from the State's budget surplus.
CPA was adopted by Salem voters in November, 2012.
B. Understanding the Property Tax Surcharge in Salem
The CPA surcharge is paid by residential and commercial property owners annually(included in real
estate tax bills). The first $100,000 of taxable value is exempt. On the remaining value's assessed
property tax,the City of Salem levies a surcharge of 1%.
The 1% surcharge is calculated as follows (using an assessed valuation of$300,000 as an example
and based on the City of Salem's FY65 tax rate):
The annual tax rate is $15.86 per $1000 of the Example:
property assessment (A - $1000 x $15.86 = C). A.Assessment $300,000.00
The CPA exempts $100,000 (A - D = E). The B. FY 2016 Tax Rate $15.86
tax rate is applied to the CPA Taxable Value (E
$1000 x $15.86 = F). The surcharge is 1% of C. FY 2016 TAX $4,758.00
° D. CPA Residential Exemption $100,000.00
the CPA Tax Basis (F x 1/o = G). C + G = H
(the total year's bill). E. CPA Taxable Value $200,000.00
The surcharge is divided equally per quarterly F. CPA Tax Basis $3,172.00
bill (e.g. $31.72=$7.93 per quarter). A Taxpayer G. CPA Surcharge=1% ___ _ $31.72
Information Guide is available at
hqp://www.salem.com/sites/salemma/files/uploa I H. TOTAL BILL $4,789.72
ds/fyl8_cpatax iu ig de.pd£
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Exemptions
Any residential property entitled to abatement or statutory exemption is automatically entitled to a
proportional CPA exemption. Certain households may be eligible for a full CPA exemption. To
qualify for an exemption, residential property owners must meet age, residency and income
requirements. An application for exemption from the CPA surcharge (based on income) must be
filed annually with the Assessor's Office by March 31st. The filing of the application does not stay
the collection of the tax. Any resident who believes they are eligible for a full exemption should
contact the City's Assessors Office.
C. The Community Preservation Committee
Implementation of the CPA in Salem is undertaken through the Community Preservation Committee
(CPC). Salem's CPC was established in May, 2013 and is composed of nine members representing
the Conservation Commission, Historical Commission, Park & Recreation Commission, Planning
Board and the Salem Housing Authority, along with general public appointees (2 appointees each) of
the Mayor and the City Council. Salem's current CPC members are:
John Boris Joanne McCrea
Chris Burke Ed Moriarty
Kevin Cornacchio (Chair) Mickey Northcutt
Carole Hamilton Tim Shea
Bart Hoskins (Vice Chair)
The CPC's administrator is Jane Guy, Assistant Community Development Director, in the City of
Salem Department of Planning&Community Development.
CPC meetings are typically held on the second Tuesday of each month at 6:OOpm at 120 Washington
St., 3rd Floor Conference Room (check the calendar on www.salem.com). Interested persons may
also subscribe at www.salem.com for CPC meeting agendas.
The Community Preservation Commission's webpage is located on the City website at
hqp://www.salem.com/communiiy_preservation-committee. It includes meeting agendas, all
meeting minutes, forms, links and helpful documents.
D. The Role of the CPC
The CPC is primarily a source for recommending project funding, rather than an initiator of projects.
The Salem CPC's duties include:
• Assess Community Preservation needs of Salem
• Solicit input from city boards and commissions
• Hold an annual public hearing to solicit public input
• Submit a recommended annual budget to the City Council
• Prepare a Community Preservation Plan, which is updated annually
• Prepare application materials & set application deadlines
• Submit project funding recommendations to the City Council annually
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E. The Role of the City Council
While the CPC is responsible for studying community preservation needs and reviewing applications
submitted for CPA funding, it is ultimately the City Council that must approve any CPA expenditure
- based on the recommendations of the Community Preservation Committee. The City Council
actions are limited to the following:
• Approve recommendations of the CPC
• Reject recommendations of the CPC
• Reduce amount recommended by the CPC
• Reserve amount recommended by the CPC to applicable reserve account,rather than approving
the project
F. Community Education and Outreach
A variety of educational and outreach efforts are undertaken to inform Salem residents, businesses
and stakeholders about the CPA and to solicit public input.
1. Public Documents
• A Taxpayer Information Guide is updated annually by the Assessor's Office.
• The CPC issues an annual Determination of Eli ig b�ty Application.
• The CPC issues a Community Preservation Plan which includes the prior year Annual
Report, current Evaluation Criteria and the Funding Applications.
• The CPC issues a Report on Funding Recommendations for the Salem City Council (most
recent dated May 4,2017).
• All CPA-related public documents are available on the CPC's webpage at
http://www.salem.com/communiiy_preservation-committee. In addition, the webpage
includes meeting agendas,minutes and other helpful information and links.
2. Notification Procedures
For its monthly meetings, agendas/notices are posted at City Hall and are uploaded to the City
website. Any interested person may subscribe to receive agendas/notices through the e-mail
subscriber.
For the annual public hearing, a legal notice is published in the Salem News twice, and notices
are posted at City Hall, on SATV, at the Salem Public Library, at the Salem Council on Aging,
and the Salem Housing Authority. Notices are sent to all City Councillors. The notice is posted
on the City's website calendar, legal notices section and in City News.
Notification of the availability of the Draft Community Preservation Plan(including a link to the
plan) and request for public comment is placed on the City website in City News, and is sent to
the City Council,relevant city boards and commissions and Historic Salem, Inc.
While Determination of Eligibility Applications can be received at any time, the annual deadline
to ensure consideration for the current funding round is announced in City News on
www.salem.com.
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3. Solicitation of Input
Once each year,the CPA is included on the agendas of the Park&Recreation, Conservation, and
Historical Commissions, Bike Path Committee, the Planning Board, the Salem Redevelopment
Authority and the Salem Housing Authority. CPA is also on the agenda of the Neighborhood
Improvement Advisory Committee, whose members represent all of the various neighborhood
associations.
An annual public hearing is held at 120 Washington Street, which includes a PowerPoint
presentation and time for questions and comments. The FY18 public hearing was held on
October 10, 2017. All persons in attendance received a copy of the PowerPoint Presentation and
a survey. Written public comment were accepted through October 27, 2017 and were considered
during the development of the Draft Community Preservation Plan.
The Draft Community Preservation Plan is made available for a two week public comment
period prior to finalization.
G. Fiscal Year Explanation of Tasks
During each fiscal year,the CPC will undertake several tasks and prepare several documents.
During the current fiscal year—FY18 (July 1, 2017 through June 30, 2018),the CPC will:
• Prepare the FY18 Community Preservation Plan,which includes the FY17 annual report;
• Prepare the FY19 Budget Recommendation(for July 1, 2018-June 30, 2019); and
• Conduct FY18 Funding Round 5 and prepare the FY18 Funding Recommendations
(Round 5)which will utilize remaining FY18 funds and approved FY19 funds.
H. Community Preservation Fund Allowable Spending Purposes
The chart on the next page summarizes how CPA funds can be spent.
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1. Definitions
"Capital improvement", reconstruction or alteration of real property that: (1) materially adds to
the value of the real property, or appreciably prolongs the useful life of the real property; (2)
becomes part of the real property or is permanently affixed to the real property so that removal
would cause material damage to the property or article itself; and (3) is intended to become a
permanent installation or is intended to remain there for an indefinite period of time.
"Maintenance", incidental repairs which neither materially add to the value of the property nor
appreciably prolong the property's life, but keep the property in a condition of fitness, efficiency
or readiness.
2. Studies and Reports
While studies and reports are an allowable CPA use, CPA funds cannot be used to update
existing studies or prepare studies that would typically be undertaken by a city department or
board/commission(i.e. Master Plan, Open Space Plan,Historic Preservation Plan, etc.).
Studies and reports can be undertaken as a phase of an approved project. The CPC can also use
its reserved administrative account funds to undertake general studies that will assist them in
identifying needs and possibilities for the use of CPA funds.
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FY18 Community Preservation Plan
FYI 7Annual Report
II. FY17 Annual Report
A. FY17 Funding Awards
In May, 2017, the CPC submitted its Round 4 Report on Funding Recommendations for the Salem
City Council. The City Council approved the CPC's funding recommendations for the following
projects:
• Housing
o No applications/recommendations—funding reserved $63,250
• Historic Resources
o Nathaniel Hawthorne Statue Restoration $45,000
o Charter Street Cemetery Restoration $260,000
o House of the Seven Gables Turner-Ingersoll Mansion Roof Replacement $42,500
• Open Space/Recreational Land
o Ryan Brennan Memorial Skate Park Renovation $75,000
o Palmer Cove Assessment&Concept Plan $27,000
o Saltonstall School Playground $95,000
o Lafayette Park Renovation $100,000
In addition to the above awards, the CPC recommended and the City Council approved the following
at a separate City Council meeting:
• Funding for 289 Derby Street Design/Permitting of$100,000.
In addition,the CPC recommended the following,which as of the date of this plan is scheduled for
review with the City Council:
• 1-3 Bemis Street Acquisition for$100,000.
B. State Reporting
Community preservation communities are required to submit three reports annually. These reports
are:
• A "Community Preservation Surcharge Report"(Form CP-1)that contains the information
needed to distribute the state matching funds to the community. This report is submitted to the
Municipal Data Management/Technical Assistance Bureau.
• A "Community Preservation Fund Report"(Form CP-2)that details fund activity of the
previous fiscal year and fund balances as of 6/30. This report is submitted to the Bureau of
Accounts.
• A "Community Preservation Initiatives Report" (Form CP-3)that details community
preservation projects of the previous fiscal year. This report is submitted to the Executive Office
of Energy and Environmental Affairs (EOEEA).
In the Appendix of this plan is a copy of CP-I and CP-2 along with pertinent information from CP-3.
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C. Status of Proiects
Open Projects
FYI Awards
• Harbor and Lafayette Homes—This project was awarded the balance of it's funding
through the Commonwealth's Department of Housing& Community Development in
August 2017. North Shore CDC expects to close on the financing and commence
construction sometime in the late first quarter or early second quarter of 2018.
• Greenlawn Cemetery: Dickson Memorial Chapel Restoration—The restoration is
complete. We restored the stained glass window and tracery restoration of the east rose
window, exterior masonry repair on a large stone over the conservatory tunnel,repairs to
interior wood floor joists, gutters and other closely associated repairs. We are wrapping
up punch list items and planning a ribbon cutting ceremony with the Friends Of
Greenlawn Cemetery in the fall.
• McGlew Park Redesign-Following the public bid process, the City signed a contract JJ
Phelan and Sons. Construction commenced in August of 2017, and will be complete by
June, 2018
FY16 Awards
• Boston Street Crossing—Financial closing on acquisition of properties completed on
August 8, 2017. Rehabilitation work to be complete by August,2018.
• Preserving Emmerton House—The Funding Agreement and Preservation Restriction
have been executed. Gutter replacement, fascia,molding, and roofing has been
completed. Granite steps and doors still remain. Estimated completion is December,
2017.
• Salem Willows Pavilions Restoration—Specification for masonry repairs is being
prepared.
• Forest River Park Bathrooms—Gray Architects provided design drawings. Project on
hold pending determinations regarding Forest River pool/park study.
• Ryan Brennan Memorial Skate Park Renovation Design (Phase 1)—The study phase
is complete and the design has begun with Stantec. Project is expected to be bin in late
Winter.
• 289 Derby Street-Public design meetings took place on-site in June and July and were
very well-attended. The design phase finished up in September and the project was
bid. The City received three bids and is in the process of evaluating the contractors'
qualifications. Construction is expected to begin in late Fall.
FY17 Awards
• Charter St.Burial Ground Preservation/Improvement(Phase II)—The City received
a$125,000 Massachusetts Cultural Council Facilities Fund grant. The Planning
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Department is working to contract with a landscape architect to finalize plans and
construction documentation in addition to writing specifications for our bid documents. I
anticipate that the project will go out to bid in December and we will have boots on the
ground late winter through next fall.
• Turner-Ingersoll Mansion Roof Replacement—Architectural Designs are complete
and they are in the process of finalizing a contract with Napco,the lowest qualified
bidder. Work will begin in March 2018 and should be complete by the end of June 2018.
• Ryan Brennan Memorial Skate Park Construction(Phase 2)—See Phase 1 above.
• Palmer Cove Assessment& Concept Plan—The Request for Proposals has been
drafted and is with Purchasing for release.
• Lafayette Park-Construction is underway and expected to be largely complete by
December 2017 with final items to be finished in the spring.
Completed Projects:
FYI Awards
• 52-60 Congress/105-111 Dow Streets Housing
• Old Town Hall Window Restoration
• Salem Common Fence Phase II
• Winter Island: Fort Pickering Phased Rehabilitation Phase 1
• Choate Statue Restoration
• Salem Public Library Roof Replacement
• Winter Island Multi-Purpose Scenic Trail
• 15 Ward St.Pocket Park—Restriction on land to be executed.
• Driver& Patten Pocket Park Rehabilitation
• Salem Community Gardens Improvement
FYI S Awards
• Salem Council Chambers Historic Artwork Conservation/Restoration
• Charter Street Burial Ground (Phase 1)
• House of the 7 Gables: Hawthorne Birthplace Roofing Project—The Preservation
Restriction has been executed.
• Hamilton Hall Window Restoration—Preservation Restriction has been executed.
• Salem Common Fence Phase III
• Camp Naumkeag Rehabilitation Master Plan
• Forest River Conservation Area Trail Assessment
• Mary Jane Lee Park Improvements
• Bates Elementary School Playground
• Salem Public Library,Brownstone&Brickwork
FY16 Awards
• Proctor's Ledge Memorial
• Fort Pickering Phase II
• Salem Public Library Window Frames & Sills
• Collins Cove Playground Renovation
• Forest River Pool Conditions Assessment
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• Mack Park Bathrooms
• Bentley Academy Charter School Playground
FYI Awards
• Nathaniel Hawthorne Statue Restoration
• Saltonstall School Playground
109 Congress Street
E f and 52-60 Dow Street
Housing
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FY18 Community Preservation Plan
FY18 Funding & Timing
III.FY18 Funding& Timing
A. Financial Forecast
Massachusetts CPA regulations require that 10% of Approved CPA Budget FY18
annual CPA revenues be set aside or spent for housing
projects, 10% for historic projects and 10% for open Open Space&Recreation
space & recreation projects. The remaining 70% of Projects Reserve $63,250
CPA funds received in each fiscal year is available to Housing Projects Reserve $63,250
Historic Projects Reserve $63,250
be appropriated to specific activities or reserved until Administration Expenses $31,625
activities are identified. Up to five percent of the CPA FY17 Budgeted Reserve $411,125
funds raised annually may be used for administrative TOTAL $632,500
activities related to the work of the CPC
(administrative help, professional help, appraisals, legal assistance, general studies, newspaper ads,
miscellaneous expenses, etc.). The CPC recommends how the remaining CPA revenues shall be
divided among the three purposes. The budget must be approved by the City Council before the
annual tax rate is set. The City Council approved the FY18 budget at its meeting of May 25, 2017
(based up an estimate of$550,000 in surcharge revenues and $82,500 in State match funds). Current
available fund revenues and expense estimates are:
Revenues:
Estimated Actual Estimated Actual State Match +/-(Interest,
Surcharge Surcharge
State Match City Appropriation penalties,write TOTAL REVENUE
Match offs,etc.)
FY14 $400,000 $475,084.64 $50,000 $536.56 $525,621.20
FY15 $435,000 $524,153.00 $100,050 $169,707.00 31.47% $1,399.85 $695,259.85
FY16 $450,000 $556,348.63 $81,000 $155,406.00 29.70% $580.70 $712,335.33
FY17 $500,000 $583,750.08 $95,000 $114,479.00 20.60% $1,771.91 $700,000.99
FY18 $550,000 $82,500 $100,418.00 17.20% $650,418.00
$3,283,635.37
Awards/Expenditures:
Awards/Admin This leaves an estimated $150,040.97, less
FY14 Funding Round $641,553.00 $31,625 set aside for FY18 administration costs
FY14 Admi n Actua 1 $5,351.00 $700,669.00 and less $17,918 in State match funds not
Between Round Awards $68,070.00 available until Fall, 2018, for total available
Projects under budget ($14,305.00)
FY15 Funding Round $660,975.00 funds of $100,497.97 to carry over into the
FY15 Admin Actual $7,955.20 $747,185.20 upcoming funding round for projects. Of this
Between Round Awards $80,000.00 total, $63,250 is in the FY18 housing reserve.
Projects under budget ($1,745.00) When the State match percentage projections
FY16 Funding Round $812,790.00 are released in March, 2018 for FY19, the
FY16 Admi n Actual $8,414.21 $933,204.21 estimated State match funds and the estimated
Between Round Awards $112,000.00
FY17 Funding Round $644,500.00 local surcharge for FY19 (to be provided by the
FY17 Admin Actual $8,035.99 $752,535.99 City Assessor) will form Salem's FY19 CPA
Between Round Awards $100,000.00 budget. Once approved by the City Council,
H3,133,594.40. the FY19 budget will also be available to the
CPC as it considers its funding
recommendations during the FY18 funding round. It should be noted that CPA funds that are not
awarded in one year may be reserved (carried over to subsequent years). In addition, CPA
regulations permit bonding against future local surcharge revenue.
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B. Proposed Timeline
The CPC is dedicated to undertaking its responsibilities in a timely manner. Please note that the
following proposed dates are tentative and may be changed as necessary by the CPC in order to
ensure adequate time is provided to undertake the required tasks.
July, 2017 Updated Taxpayer Information Guide issued
October 10, 2017 Annual public hearing
November 15, 2017 State match funds released
December, 2017 Finalize FYI Community Preservation Plan
January 4, 2018 Step 1 Determination of Eligibility Application Deadline
While Determination of Eligibility Applications can be received at any
time, the deadline is to ensure consideration for the annual funding
round.
March, 2018 DOR releases State match percentage projection
March 23, 2018 Step 2 Funding Application deadline
April, 2018 CPC proposal review and development of funding recommendations
April/May, 2018 Submission of FYI budget recommendation to City Council
May, 2018 Submission of Round 4 funding recommendations to City Council
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Collins Cove Multi-Use Court
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Community Preservation Plan
Application Process Review
IV.Application Process Overview
A. Step 1: Determination of Eligibility
The Determination of Eligibility Application(DOE) is the first step in a two-step application process
submitting project proposals for Community Preservation Act(CPA) funds. This enables applicants
to know if their project is eligible under CPA regulations prior to submitting the comprehensive
Funding Application. The CPC will also determine under which category a project is deemed
eligible (Community Housing,Historic Resources, Open Space or Recreation Land) and under
which definition(Acquisition, Creation, Preservation, Support or Rehabilitation/Restoration).
Proponents of eligible projects will be invited to submit a Funding Application and will be provided
a copy of the application materials and Evaluation Criteria. Proponents of projects deemed
ineligible will be notified in writing. DOEs may be submitted up to a week prior to any regular
meeting. The CPC will announce an annual deadline for DOES approximately six weeks prior to the
annual funding round application deadline.
B. Step 2: Funding Round
Project proponents who are invited to submit a Funding Application will be mailed and/or emailed
application materials. Project proponents may submit Funding Applications any time after they have
received a Letter of Eligibility from the CPC.
To ensure project consideration for the annual round of funding, the CPC will announce an annual
deadline for applications. Applications received after the deadline may also be reviewed by the CPC
depending on the urgency of the project and the availability of funding.
1. Community Preservation Committee Funding Round Review:
During the funding round review,the CPC may request additional information. The CPC can
postpone further review of the application until the next round if there is missing
information, incomplete information, additional information desired, or for any matter the
committee deems would delay the current funding round. The CPC may return the
application for completion and resubmission. Once the CPC is satisfied with the
Application's completeness, it will be accepted for funding consideration and then evaluated
utilizing the Evaluation Criteria.
The CPC will vote on a rank of High,Medium or Low Priority for each project within each
category(Community Housing,Historic Resources, Open Space, and Recreational Land).
After consideration of available funding,the CPC will issue one of three determinations for
each project:
■ Recommended for funding-This means the application has been selected and a funding
amount will be submitted to the City Council for approval. Note: This does not
necessarily mean that the total amount requested in the application will be recommended
for funding. The CPC may also include conditions as part of its funding
recommendation.
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■ Accepted for future consideration of funding -Typically, this means that the project is
desirable,but that other projects were deemed higher priority and that the CPC chose not
to recommend funding during this round. The application will not be recommended to
the City Council for funding approval during the current round. However, a funding
recommendation will be considered at subsequent funding rounds (carried over) - or
sooner, if the CPC so decides. The applicant will not need to submit a new application
for the project.
■ Not recommended for funding -The applicant will be notified in writing the reason that
the project was not recommended for funding. The application as submitted will not be
reconsidered at subsequent funding rounds. If the applicant desires to resubmit a project
proposal,the application process must begin with a new Application for Determination of
Eligibility and it is recommended that the new project proposal be a significant change
over the initial proposal.
The CPC may choose not to recommend all available funds to projects. The CPC may
choose to recommend awards to some projects and then carry over remaining funds.
Remaining funds maybe considered for any urgent projects that may arise prior to the next
funding round or may be added to the following round of available funds.
C. Step 3: City Council Recommendation and Vote
The CPC's recommendations will be presented to the City Council one or more times annually. The
City Council has the final authority to award funds from Salem's Community Preservation Act
Fund. It may approve, approve but with a lower level of funding, or reject recommendations. The
City Council takes a vote on each recommendation. It is suggested that applicants attend this
meeting to answer any questions. Members of the public may speak in favor of or against specific
recommendations at the public session preceding each Council meeting.
D. Step 4: Funding Awards
For projects approved by City Council, the CPC will issue award letters with information on the
funding amount, funding conditions,project modification as voted by City Council(if any), and
guidelines for project execution.
E. Additional Information
1. Requirements
Non-city CPA funding awardees must sign a Memorandum of Agreement (MOA)which
describes the implementation and reporting requirements. The MOA will be tailored to each
project and may include one or more of the following conditions or other conditions as identified
by the CPC:
• Status Reports - Status reports will be required quarterly. If it becomes apparent that the
project will not be moving forward after a reasonable time period,the CPC may recommend
to the City Council that funds be reprogrammed.
• Photographs -Before and after photographs must be provided
• Project Sign(temporary and/or permanent) -A CPA project sign may be required to be
posted at the project site,which must be paid out of the CPA funding award. The CPC may
add the cost of the sign to the project funding award recommendation.
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For projects awarded funding, all required permits and approvals must be obtained before
construction commences. Please check if your project will require permitting or approvals from
any City boards or Departments. Examples are the Electrical,Engineering, Fire Prevention,
Health, and Building Departments, the Cemetery, Conservation, Historical or Park&Recreation
Commission and/or the Planning Board, Salem Redevelopment Authority or Zoning Board of
Appeals.
Projects receiving CPA funding shall credit this source of funding in all promotional materials.
2. Restrictions Required for Acquisition of Real Property
Section 12a of the Community Preservation Act requires that a permanent restriction be
placed on any "real property interest" acquired using CPA funds to ensure that the property
continues to be used for the applicable CPA purpose. Given this statutory requirement, a CPA
project involving acquisition of any real property interest is technically not complete until the
restriction is approved by the appropriate state agency and filed at the Registry of Deeds. These
are the four types of restrictions that are commonly used in CPA projects:
For Open Space Conservation and Outdoor Recreation Projects: Conservation Restrictions
>>Approved by the MA Executive Office of Energy and Environmental Affairs (EOEEA)
For Community Housing Projects: Affordable Housing Restrictions
>>Approved by the MA Dept. of Housing and Community Development(DHCD)
For Open Space Agricultural Projects: Agricultural Preservation Restrictions
>>Approved by the MA Dept. of Agricultural Resources (DAR)
For Historic Projects: Historic Preservation Restrictions
>>Approved by the Massachusetts Historical Commission (MHC)
3. Procurement
The procurement laws are multiple state statutes that deal with various aspects of municipal
procurement including building construction,public works construction, design services,
supplies, services, and real property. In addition,prevailing wage laws apply for construction
projects undertaken by public entities in the state as well as to some limited services provided to
them. The procurement and prevailing wage laws are complicated—they apply in various ways
depending on circumstances of the situation and sometimes exemptions may apply. The City of
Salem Department of Planning and Community Development will work with CPA awardees to
ensure the proper method of procurement is undertaken.
For the purposes of describing the applicability of procurement laws to CPA projects, there are
three main categories that CPA projects could fall into: capital improvement projects,the
purchase of real property, and contracting for professional services. Each of these three project
categories must adhere to different procurement laws as explained in more detail below.
Capital Improvement Projects (MGL c.149 and c.30 s.39M)
Capital improvement projects are "brick and mortar"projects such as creation of a new
playground,restoration of a building, construction of housing,wetlands restoration, etc. The
matrix below very generally describes how the procurement laws may apply to the various types
of capital improvement projects, depending on who owns the property and who administers the
project.
15
Property Owner Project Administrator Do Procurement&
Prevailing Wage Laws
Apply?
Municipality/State/Other Municipal/State/Other YES
public entity Public Entity
Municipality/State/Other Community Group (e.g., YES*
public entity PTO, friends group,
neighborhood association,
etc.)
Private entity(non-profit Private entity NO
organization,private
citizen, etc.)
Municipally owned and Private leasing entity POSSIBLY**
leased by private entity
*Note: Even if a service is discounted or donated, prevailing wage may still apply.
**Note: For complex situations, an opinion from municipal counsel or the Attorney General's
Office may be needed.
Acquisition of Real Property (MGL c.3013)
Acquisition of real property includes buying land, buildings, artifacts or a real estate interest
(such as a deed restriction). The purchasing laws (c.30B)that apply to acquisition of real
property using public funds deal with how to establish fair market value. This area of the law
makes a special exception specifically for real property acquired with Community Preservation
Act funds. The Community Preservation Act(MGL c.4413 s.5(f)) states that "Section 16 of
chapter 30B shall not apply to the acquisition by a city or town of real property or an interest
therein . . . no such real property, or interest therein, shall be acquired. . .for a price exceeding
the value of the property as determined by such city or town through procedures customarily
accepted by the appraising profession as valid."The bottom line is: Acquisitions of real
property interests under CPA are exempt from MGL c.3013,but you must get an appraisal prior
to acquiring any real property interest. And the municipality cannot appropriate more than the
appraised value to acquire the real property interest.
Contracting Professional Services (MGL c.7 s.38A'/2 and c.3013)
Contracting professional services includes hiring a housing consultant,planner, appraiser,
landscape architect, etc. MGL c.7 s.38A'/2 applies when procuring design services for public
building projects and establishes a designer selection process for construction projects over
$100K. Prevailing wage does not apply to these types of design services. MGL c.30B applies to
other professional services and establishes three monetary thresholds that trigger different
selection and procurement procedures,with the most latitude established for contract amounts
under$5K. If a contract is between$5K and 25K, then three quotes must be solicited. And, for
contracts at and over$25K, sealed bids or proposals are required.
16
Community Preservation Plan
Community Preservation Needs, Possibilities and Resources
V. Community Preservation Needs,Possibilities and Resources
This section includes the CPC's Evaluation Criteria for reviewing proposed projects, followed by
category-specific information(Historic Preservation, Community Housing, Open Space and Recreation),
followed by pertinent excerpts from various plans, studies and other public documents that make up
Salem's the needs,possibilities and resources.
A. Evaluation Criteria
1. General Criteria
Primary Criteria: Projects must meet the primary criteria below:
1. Eligible for Community Preservation Act (CPA) funding according to the requirements
described in the CPA legislation(Chapter 44B of Mass. General Laws).
2. Consistent with the Community Preservation Committee's Community Preservation
Plan
3. Consistent with the recommendations of the most current relevant planning documents
that have received public scrutiny and input, as applicable. A list of various planning
documents is located within the Community Preservation Plan and at
hqp://salem.com/Paaes/SalemMA DPCD/studies.
4. Preserve and enhance the character of the city.
5. Demonstrate practicality and feasibility, and demonstrate that they can be implemented
within a reasonable, feasible schedule and budget.
6. The applicant/applicant team has successfully implemented projects of similar type and
scale, or has demonstrated the ability and competency to implement the project as
proposed.
7. The applicant has site control, or the written consent by the property owner to undertake
the project.
NOTE: The CPC will also give due consideration to the urgency of the project, with
particular consideration given to projects whose successful implementation is constrained by
scheduling factors not controlled by the applicant. In cases of emergency applications,
applicants must demonstrate a compelling case (i.e. historic property at risk of irreparable
loss, opportunity for immediate acquisition of open space or other compelling case).
Secondary criteria: Projects are encouraged to meet one or more of the following secondary
criteria(listed in no particular order):
8. Serve more than one CPA purpose (historic,housing, open space, recreation).
9. Protect resources that would otherwise be threatened.
10. Demonstrate a long-term, feasible strategy for ongoing maintenance of the CPA funded
project.
11. Leverage additional public and/or private funds (e.g. qualifies the project for additional
grants from other sources), receives partial funding from other sources and/or voluntary
contributions of goods or services or demonstrates that the proponent has unsuccessfully
attempted to leverage additional funds and that CPA funds are the source of last resort.
12. Preserve currently owned city or Salem Redevelopment Authority (SRA) assets or
improve the utilization of currently owned city or SRA assets (i.e. cemeteries, parks,
historic buildings, open space, recreation areas).
17
13. Capitally improve, preserve and/or restore the character of the Urban Renewal Area,
while also providing a clear public benefit and/or a connection to the SRA (i.e. fagade
easement).
14. Produce an advantageous cost/benefit value (number of persons served, encourages
economic development, enhances tax base).
15. Projects that are regional (i.e. collaborative projects with other communities)
16. Clean up contaminated lands.
17. Visible to the public (visible to passersby,physically accessible to visitors).
18. Utilize green concepts/components, sustainable initiatives and low energy.
19. Projects outside of those typically funded through the city's general budget.
20. Received written endorsement by other municipal boards or departments, as applicable.
21. Received broad-based support from community members, especially project site
abutters.
22. Projects that are in gateways to the city, including Bridge Street Neck, Lafayette Street,
Loring Avenue, Boston Street,Highland Avenue and North Street.
23. Projects that are within the Point Neighborhood or those that benefit a currently under-
served population.
2. Category Specific Criteria
The General Evaluation Criteria stated above apply in combination with category-specific
criteria outlined below.
a. Historic Preservation - Projects which protect, preserve, enhance, restore and/or
rehabilitate historic, cultural, architectural or archaeological resources of significance.
Primary Criteria: Projects must meet the primary criteria below:
A. Listed on the State Register of Historic Places (individually, within a district, as part
of a multiple property submission, multiple resource area, or thematic resource area,
or under a Determination of Eligibility) or the Salem Historical Commission has
made a determination that the resource is significant in the history, archaeology,
architecture, or culture of Salem(in writing).
B. Minimum of 50 years old.
C. Comply with the Secretary of the Interiors Standards
Historic resources that the Community Preservation Commission determines to be of
greater architectural and/or historical significance will be given preference.
Secondary Criteria: Projects are encouraged to meet one or more of the following
secondary criteria(listed in no particular order):
D. City-owned properties, features or resources of historical significance.
E. Non-profit owned properties, features or resources of historical significance,
especially those that are threatened
F. Demonstrate a public benefit to residents and/or businesses.
G. Projects are highly utilized and/or highly visible.
H. Provide permanent protection for the historic resource.
1. Incorporate universal design,where feasible.
J. When appropriate to the historic context, support accessing an historic resource by
multiple modes, including but not limited to, bicycle parking facilities, multi-use
connections and access to Salem's bike share system.
18
Note: The CPC can NOT recommend awards to assist private homeowners on projects with
private purposes (i.e. window replacement on a family residence),regardless of the age or
significance of the home.
b. Community Housing-Projects which provide affordable rental and affordable
ownership opportunities.
Primary Criteria: Projects must meet the primary criteria below:
A. Contribute to the goal of 10% affordability as defined by Chapter 40B of Mass.
General Laws.
B. Ensure long-term affordability(minimum of 30 years).
Secondary Criteria: Projects are encouraged to meet one or more of the following
secondary criteria(listed in no particular order):
C. Provide mixed income housing with a higher percentage of affordable units than
required by state requirements pursuant to Chapter 40B.
D. Address the needs of a range of qualified households, including extremely low, very
low, and low income families and individuals (up to 60%of median income).
E. Demonstrates a housing need of an underserved population in Salem.
F. Promote use of existing buildings or construction on previously-developed land or
city-owned sites.
G. Provide housing that is harmonious in design and scale with the surrounding
community.
H. Incorporate universal design.
I. Demonstrates a high degree of sustainability and low energy use(e.g. green roofs).
J. Comply with the Secretary of the Interiors Standards for Rehabilitation
K. Include amenities to support utilization of bicycles and other alternatives to
automobiles, such as indoor bike storage and access to Salem's bike share system.
c. Open Space
Primary Criteria: Projects that meet one or more of the primary criteria will be given the
highest priority for funding.
A. Permanently protect important wildlife habitat,particularly areas that include:
a. Locally significant biodiversity;
b. Variety of habitats with a diversity of geologic features and types of vegetation;
c. Endangered habitat or species of plant or animal;
d. Wildlife corridors, connectivity of habitat or prevent fragmentation of habitats;
e. Wetlands and wetland buffers.
B. Restore filled wetlands or otherwise degraded wetlands.
C. Preserve and protect important surface water bodies, including streams, wetlands,
vernal pools or riparian zones.
D. Preserve, enhance and expand the city's network of undeveloped, open spaces that
include and surround its natural areas (including its coastline, inland and coastal
wetlands and rivers).
E. Climate change adaptation:
a. Protection of open space within both the current 100-year flood zone and areas
that may become part of the flood zone in the future;
b. Protection of open space in areas to which wetlands may migrate;
c. Enhancement of coastal wetlands that will absorb wave action from storms and
provide flood storage; and stormwater management.
19
Secondary Criteria: Projects are encouraged to meet one or more of the following
secondary criteria(listed in no particular order):
F. Provide connections with existing trails, protected open space or potential trail
linkages.
G. Protect key parcels and sites for multi-purpose trails, scenic and water views.
H. Improve and protect the waterfront for recreational use, improve access to and
enhance the aesthetic experience of the waterfront.
I. Provide flood control/storage by protecting undeveloped land within the floodplain.
J. Enhance protection of land governed by the Conservation Commission (such as the
Forest River Trail).
K. Increase pedestrian accessibility and connectivity, and maximizes universal access,
where applicable.
L. Protect drinking water quantity and quality.
M. Preserve active agricultural use.
N. Provide opportunities for passive recreation and environmental education, including
waterfront amenities.
O. Includes new or improved signage directing people to the city's natural areas.
d. Recreation
Primary Criteria: Projects which meet one or more of the primary criteria will be given
the highest priority for funding.
A. Expand the quality, variety and range of passive and active recreational opportunities
for all age groups and abilities.
B. Serve a significant number of residents.
C. Support multiple recreation uses.
Secondary Criteria: Projects are encouraged to meet one or more of the following
secondary criteria(listed in no particular order):
D. Contribute to providing a park/open space in every neighborhood - creates a new
neighborhood park or upgrades an existing neighborhood park
E. Jointly benefit Conservation Commission and Park and Recreation Commission
initiatives by promoting recreation, such as hiking, biking, walking, running and
boating.
F. Maximize the utility of land already owned by the city(e.g. school property).
G. Promote the use of railroad right-of-ways and other corridors to create safe, local and
regional non-motorized alternative transportation routes
H. Interconnect schools, open space, recreation areas and recreational facilities.
1. Expand shoreline bicycle and pedestrian access
J. Improve and protect the waterfront for recreational use, increase/improve access to
and enhance the aesthetic experience of the waterfront
K. Maximize universal access
L. Include educational components
M. Include new or improved signage directing people to parks, recreational activities
and/or the waterfront, etc. or orient people within parks and recreational areas or along
non-motorized routes.
N. Increase pedestrian accessibility and connectivity,provide amenities to pedestrians.
O. Comply with the Secretary of the Interiors Standards for Rehabilitation(for structures)
20
B. Category Specific Information
1. Historic Preservation
As the state's second oldest city, the City of Salem's built environment reflects four centuries of
history with more than 12,500 housing units constructed prior to 1960. Our inventoried assets
represent the 3rd largest in the Commonwealth of Massachusetts. More than 1,700 buildings are
listed on the National Register of Historic Places. Continuing maintenance of historic properties
requires substantial attention and resources, and both private owners and public institutions focus
considerable efforts in this direction. Many of these resources are essential to Salem residents'
and the region's economy and quality of life. Salem's historic resources include:
• Fine examples of over ten historic styles of American architecture, ranging from mid-17th
century through early 20th century;
• Arguably the finest collection of Federal Style and Federal Period architecture in the United
States
• The finest collection of Samuel McIntire designed properties in the United States (McIntire
Historic District Walking Trail).
• Some of the earliest established and best preserved urban parks in the nation;
• One of the few remaining colonial period wharves in the country;
• Many seventeenth and early eighteenth century structures from the Puritan and early
maritime periods;
• Four local historic districts (Derby Street, Lafayette Street, McIntire, and Washington
Square) encompassing approximately 550 17th, 18th, and early 19th century structures;
• A large early cotton textile factory, immigrant settlement houses and neighborhoods, and
leather industry archeological resources;
• Historic sites associated with the late 17th century witchcraft trials; and
• Prehistoric Native American archaeological resources dating back approximately 4,000
years, ranging from the Late Archaic through Early, Middle, and Late Woodland Periods to
Contact Period.
CPA funds may be spent on the acquisition, preservation, rehabilitation and restoration of
historic resources. For non-City property, projects will require the filing of a permanent
Preservation Restriction on the property at the Registry of Deeds that has been approved by
Massachusetts Historical Commission. Communities using CPA funds on historic resources must
adhere to the United States Secretary of the Interior's Standards for the Treatment of Historic
Properties.
Section 2 of the CPA legislation defines historic resources, preservation, and rehabilitation.
Under CPA, an historic resource is defined as a building, structure, vessel, real property,
document or artifact that is either:
• listed on the State Register of Historic Places; or
• determined by the local Historic Commission to be significant in the history, archeology,
architecture, or culture of the city or town.
The State Register of Historic Places is a listing of buildings, structures, objects and sites that
have received local, state or national designations based on historical or archaeological
significance. Included are all properties listed on the National Register of Historic Places and all
local historic districts. To determine if a property is listed on the State Register, you can
research one or more of the following:
• Massachusetts Cultural Resource Information System(MACRIS) -http://mhc-macris.net/
21
• National Register of Historic Places -http://www.nps.gov/nr/research/
• Salem National Register and Historic Districts &Landmarks Map (2003) -
http://salem.com/Pages/SalemMAHistoric/historical national.pdf
• Salem local historic districts map _
http:Hsalem.com/Pages/SalemMA_Historic/LocalHistoricDistricts.pdf
or contact the City of Salem Department of Planning & Community Development for assistance.
For more information, the flow chart on the next page details the steps to determining whether
your historic preservation project qualifies for CPA funding (please also refer to the CPC's
Evaluation Criteria).
22
Is the project appropriating ��} PROJECT IS
� NOT ELIGIBLE
CPA funds for a building,
structure,vessel, FOR CPAf FUNDING real property, document
or artifact?
YES
Has your local Historical
Commission made a
Is the resource on the No determination that the
State Register of Historic resource is significant in the
Places? history, archeology,
architecture, or culture of
your city or town?
YES
ZYES�S
NO
Will the funds be spent on one of the
following actions? PROJECT IS
• Acquisition of an historic resource Nay NOT ELIGIBLE
■ Preservation of an historic:resource FOR CPA
• Rehabilitation of an historic resource FUNDING
• Restoration of an historic resource
YES
CPA FUNDS MAYBE APPROPRIATED
FOR THIS PROJECT
For rehabilitation projects,work must comply with the L).S.
Secretary of the Interior's Standards For Rehabilitation
For more information,visit:
www.cormnuxiitypreseivatioii.org/coiitent/SOT-dandards
2. Community Housing
Salem is a vibrant city with a complex history. As the city continues to evolve, it undergoes
changes that increase its diversity and wealth, but also present challenges. The cost of housing
and the shortage of available affordable housing for low- and extremely low-income households
represent one of Salem's greatest needs. Salem's population is 46.75 percent low- to moderate-
income persons. In May, 2015, the MA Department of Housing & Community Development
calculated Salem's Chapter 40B subsidized housing inventory at 12.98%.
According to the City of Salem's 5-Year Consolidated Plan completed in May, 2015, Salem is
home to over 41,000 residents and is one of the more diverse communities on the North Shore in
23
terms of ethnicity and race; the proportion of minority residents being slightly higher than Essex
County or Massachusetts overall. Household incomes have fluctuated over the past five years;
the median household income according to the 2009-2013 ACS was $64,214, compared with an
estimated median of $61,906 in 2006-2008. Nearly half of Salem's households have incomes
below 80% of the HUD Area Median Family Income for the Greater Boston/North Shore area,
which was approximately $90,000 in the 2007-2011 ACS. One in five households earn less than
30% of the median, while an additional 14% earn between 30% and 50% of median income.
Seniors fall disproportionately into these lower income brackets; for those aged 75 and over,
35% and 31% of households fall within these two income brackets, respectively. The cost of
housing has a significant impact on Salem's lower income population. Renters bear the greatest
burden; nearly two thousand households pay more than half of their income on rent, while a
similar number spend between 30% and 50% of their income on housing costs. The study
calculates that Salem's affordable housing unit need is currently 480 units.
According to the Salem Housing Needs and Demand Analysis completed by the Metropolitan
Area Planning council in July,2015, Salem offers a range of housing opportunities from large,
multi-family communities to historic, single-family homes. Although significant gains have been
made to improve the affordability of housing, Salem still faces several challenges. Creating
homes for the next generation of workers while also addressing the complex needs of an aging
and increasingly diverse population is one of those challenges. Though Salem saw only modest
population gains over the past decade, the community is growing more diverse. Salem's
affordable and historic homes, combined with its access to commuter rail and the region's job
centers have attracted young, diverse workers and families in the region, which is evidenced by
its high rate of non-family households and low average age. Should Salem continue to retain and
attract young workers,the city's population is projected to increase by 4%-9% from 2010 to 2030
and the number of households is projected to increase by 10-14% during that same period. Salem
is expected to see significant increases in housing demand over the coming decade. To continue
to retain and attract more workers to fill labor gaps left by retiring baby boomers, Salem should
continue to maintain its high stock of multifamily housing. Although Salem ranks high in rates
of poverty and cost-burden status, its proximity to transit and lower median gross rent prices help
to defray costs. Salem's relatively count of subsidized housing inventory surpasses the
Commonwealth's 10% affordable housing target, however, many units have expiring deed
restrictions which will situate Salem below 10% affordability.
Section 2 of CPA legislation defines community housing. The United States Department of
Housing and Urban Development (HUD) income guidelines are used to determine who is
eligible to live in the affordable housing units developed by communities with their CPA funds.
Housing developed with CPA funds may be offered to those persons and families whose annual
income is less than 100 percent of the area wide median income, as determined by HUD. Please
note, though,that communities may choose to limit certain housing units created with CPA funds
to those persons and families earning less than 80 percent of the area wide median income
annually, as determined by HUD. This allows communities to include these units on their
Subsidized Housing Inventory (SHI) with the state. Projects will require the filing of a
permanent Affordable Housing Restriction on the property at the Registry of Deeds that has been
approved by the MA Department of Housing and Community Development.
CPA funds may be spent on the acquisition, creation, preservation and support of community
housing, and for the rehabilitation or restoration of community housing that has been acquired or
created using CPA funds. The CPA requires that whenever possible, preference be given to the
adaptive reuse of existing buildings or construction of new buildings on previously developed
sites.
24
3. Open Space
Section 2 of the CPA legislation defines open space. It includes,but is not limited to, the
following:
■ Land to protect existing and future well fields
■ Aquifers,recharge areas, and watershed land
■ Agricultural land
■ Grasslands, fields and forest land
■ Fresh and salt water marshes and other wetlands
■ Ocean, river, stream, lake and pond frontage
■ Beaches, dunes, and other coastal lands
■ Lands to protect scenic vistas
■ Land for wildlife or nature preserve
■ Land for recreational use (see separate category information,below)
CPA funds may be spent on the acquisition, creation, and preservation of open space, and for the
rehabilitation or restoration of any open space that has been acquired or created using CPA
funds. It is important to note that a permanent deed restriction is required for all real property
interests acquired under CPA. This restriction must be filed as a separate instrument, such as a
Conservation Restriction (CR) or Agricultural Preservation Restriction (APR), and until this step
has been completed, the terms of the CPA acquisition have not been technically fulfilled.
On the next page are maps of the City of Salem's:
• Open Space Inventory; and
• Scenic Resources and Unique Environments.
- - Proctor's Ledge Memorial
R Before and After
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25
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27
4. Recreation
Section 2 of the CPA legislation also defines recreational use. The focus for CPA recreational
projects is on outdoor passive or active recreation, such as (but not limited to) the use of land
for:
• Community gardens
• Trails
• Noncommercial youth and adult sports
• Parks,playgrounds or athletic fields
CPA funds may not be spent on ordinary maintenance or annual operating expenses; only capital
improvements are allowed. In addition, CPA funds may not be used for horse or dog racing
facilities, or for a stadium, gymnasium, or similar structure. This prohibition has generally been
interpreted to mean that CPA funds may be used only for outdoor, land-based recreational uses
and facilities.
CPA funds may be used for the acquisition of land to be used for recreation, or for the creation of
new recreational facilities on land a community already owns. A 2012 amendment to CPA
broadened the law to also allow for the rehabilitation of existing, outdoor recreational facilities.
The amendment made it clear that with respect to land for recreational use, "rehabilitation" could
include the replacement of playground equipment and other capital improvements to the land or
the facilities thereon to make them more functional for their intended recreational use.
Another change ushered in by the 2012 amendment was a prohibition on the use of CPA funds
for the acquisition of artificial turf for athletic fields. Communities may still use their CPA funds
for other aspects of a field project, but must appropriate non-CPA funds to acquire the artificial
turf surface.
Non-city projects will require the filing of a permanent restriction on the property at the Registry
of Deeds.
Mack Park Restrooms
28
C. Plans, Studies and Other Public Documents
As applicable, project proponents submitting funding applications should provide evidence that the
project proposed for CPA funding is consistent with the recommendations of the most current and
relevant planning documents that have received public scrutiny and input. The CPC encourages
regional proposals.
Located at http://www.salem.com/planning-and-community-development/pages/studies-and-reports
are numerous studies and reports that have been developed and vetted through public processes.
Such plans are incorporated in this Community Preservation Plan by reference. Some of the
recommendations are potentially eligible to be funded through CPA. It is useful to summarize the
relevant needs, goals and recommendations of some of these plans (see excerpts below - most with
plan links).
1. Camp Naumkeaju Master Plan (2017)
The primary goals of the design for the relocated Pioneer Village include:
• Maintaining the 4 cottages in a row to maintain the existing site line from how
they are situated on their current site
• Site the main garden in front of the Governor's House
• Provide a visual buffer of the Village elements from the road
Other desirable amenities include:
• Visitors center—with an historic appearance
• A caretaker's space, ideally within and on the second floor of a visitors center
• Barn adjacent to the visitors center
• An area for goats, sheep or turkeys
• A visual buffer in the center of the site
• Incorporate a gravel/pervious parking surface
• Create rain garden for stormwater—incorporate cattails/ornamental grasses to
also serve as visual buffer
• Winding entrance path into site so as not to see the entire site from the entrance
• Move maintenance building to near property line—this will buffer the adjacent
house from the site maintenance road.
• Maintain existing tree at northwest corner of proposed garden
• Provide for emergency vehicle access
• Internal access road to be pervious—stone dust/gravel
• Move blacksmith shop to the existing cleared area on the adjacent City-owned
property to the northwest
• Include landscaped screening with native plants to provide buffer to adjacent
residences
• Provide for a visual buffer from the road/parking area
• Include lighting within the parking area
• Include a bike rack
2. Forest River Pool Assessment(2017)
Weston & Sampson generally finds that this facility has exceeded its useful life, and
much of the facility needs to be replaced. Based on historical data from other public
swimming facilities throughout the northeast, a well-constructed pool should have a normal
29
life expectancy of 40+ years. This pool has outlived its life expectancy. Additionally the
size and configuration of the pools is inefficient and does not reflect current needs
and requirements for typical municipal pool facilities. The lap pool is extremely large for lap
swimming, especially if not being used for competition swimming and the wading
pool, although large, does not provide much diversity in activity for different age
groups and swimming levels. A new pool facility would combine the current municipal
aquatic trends as well as swimming lanes for competition swimming. A new filtration system
should be would be incorporated into the designs for any replacement of the pool facility.
Given the age, condition, and amount of work required in order to bring the pool house
structure into compliance with current pool health and building code requirements, the
building doesn't provide any salvage or repair value. The building is not registered as a
historical building with the Salem Historical Society. The building should be razed, and
replaced with a new compliant building. A presentation of preliminary designs is located
here.
3. Preservation Master Plan Update (2015)
This Historic Preservation Plan Update serves as both an educational tool for fostering
greater awareness and appreciation for Salem's historic resources and the role these
buildings, structures, objects, landscapes, and burial sites play in visually defining the City's
character and unique sense of place and a guidance document to prioritize local preservation
efforts. The Plan summarizes opportunities and issues affecting Salem's historic resources
and community character and includes recommendations to address the City's preservation
needs. The Plan's major topics, as provided below, each include several recommended
actions.
• Promoting Salem's History and Historic Resources
o Educational Programming and Activities
o Collaboration with Salem's Preservation Partners
• Promoting the Economic Benefits of Historic Preservation
• Integrating the Arts and Historic Preservation
• Protecting Salem's Historic Resources
o Identification and Evaluation of Historic Resources
■ Salem's Historic Resources Inventory
■ Archaeological Resources
■ National Register of Historic Places
• Protecting Salem's Historic Resources and Historic Character
o Preservation Restrictions
o Salem's Municipal Preservation Efforts
■ Salem Historical Commission
o Strengthening Salem's Historic Preservation Ordinances
• Other Preservation Tools Available to Protect Historic Resources
o Protecting Individual Resources
o Protecting Historic Neighborhoods
• Integrating Historic Preservation Objectives into City's Zoning Development Review
Process
o Communication between City's Boards, Commissions and Departments
o One Stop Meetings
o Site Plan Review
o Special Permits and Variances
o Urban Renewal Area
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o Entrance Corridor Overlay Districts
o North River Canal Corridor Neighborhood Mixed Use District
o Environmental Review
• Preservation and Management of City-owned Historic Resources
o City-Owned Historic Buildings
o City-Owned Cemeteries and Burial Grounds
o City-Owned Historic Parks
o Public Sidewalks and Infrastructure in Historic Areas
• Planning for Natural Disasters and Climate Change Impacts
4. City of Salem Open Space and Recreation Plan Update:2015-2022(201 S)
Goal: Maintain&Improve Existing Public Spaces and Recreational Facilities.
Objective: Increase park and open space maintenance to sustainable levels,prioritize and
focus on neglected areas
Actions:
■ Implement Winter Island master plan:
■ Barracks bldg. rehab
■ Hanger rehab.
■ Ft. Pickering restoration
■ USCG hanger plaza
■ Improve paths and walkways
■ New park furnishings and amenities
■ Infrastructure improvements
■ Repair/improve picnic areas at McCabe Park.
■ Improve tennis and basketball courts at parks throughout the city.
■ Replace &repair park benches &tables on a regular basis.
Objective: Expand Recreational facilities and programming at existing sites and identify
new opportunities.
Actions:
■ Improve &maintain hiking trails in Forest River conservation area and Highland
Park/Salem Woods.
■ Evaluate need and feasibility of drinking fountains at parks,using current
technology. Consider Mary Jane Lee park as trial installation.
■ Find locations,pursue funding and construct additional playing fields and
playgrounds.
■ Identify opportunities for creating open space and playground facilities in dense
neighborhoods that lack such opportunities.
■ Look for opportunities for new park/playground in West Salem
■ Consider creation of a new dog park to address overuse of the current dog park at
Leslie's Retreat Park.
Objective: Establish stewardship programs to encourage community engagement and
participation in park and open space improvements and maintenance activities.
Actions:
■ Work with Salem community gardens to site gardens within walking distance of
each neighborhood.
■ Support and cooperate with parks "friends of organizations.
■ Establish a program for enhancing protection of land owned by the Conservation
Commission, such as the Forest River trail.
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Objective: Increase public street tree and landscape maintenance (street trees)
Actions:
■ Provide funding for DPS and tree warden to inventory, restore & add street tree
planting pits and trees
■ Remove invasive species and poison ivy
■ Maintain,replace and add trees in parks
Objective: Provide mixed uses in parks for all age groups and abilities.
Actions: Inventory park needs as part of 2015 Recreation Facility Needs Assessment and
act on recommendations
Objective: Create more walking / biking /running trails and linkages throughout city
Actions: Update bicycling master plan to analyze city streetscapes and park linkages
to identify the best linkages and locations
Objective: Install &maintain automatic irrigation systems at select parks & athletic field
facilities
Actions: Include funds for irrigation systems in conjunction with any field renovations
where appropriate
Objective: Include public art as part of any park or facility renovation or expansion
Actions: Coordinate parks and open space projects with public art commission to identify
projects and funding sources.
Goal: Develop and Implement a Capital Improvement Program
Objective: Identify key maintenance and improvement needs in City recreational
facilities.
Actions: Repair and improve items as necessary.
Objective: Explore alternative means for funding park maintenance and improvements.
Actions:
■ Pursue grant opportunities to enhance City parks and playgrounds.
■ Seek to establish public/private partnerships
Goal: Protect Open Spaces and Acquire More Open Space When Possible
Objective: Acquire key parcels and sites for multi-purpose trails, scenic views, and
visual access to the water.
Actions: Acquire old railroad rights of way for multi-purpose trails.
Objective: Assess historic resources and prioritize improvements to protect those
resources that are most endangered.
Actions:
■ Support Salem Historical Commission and Historic Salem Inc. efforts to identify
and protect their designated"endangered"historic sites.
■ Maintain, Restore and enhance Salem's Historic Cemeteries, and their unique
features including fences,headstones, etc.
Objective: Provide consistently high standards for"symbolic landscapes.".
Actions:
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■ Plant new trees in parks
■ Continue the program for regular tree replacement and planting with a goal on
increasing tree canopy at Salem's parks and open spaces.
Objective: Protect examples of Salem's ecological diversity.
Actions: Proactively eradicate invasive species at City parks, open space and wetlands.
Objective: Identify and plan for acquisition of key properties for parks and open space..
Actions:
■ Identify desirable parcels not owned by the City that are located in key locations
and identify the current owner. If purchase and sale is not possible speak to the
current owner about developing a conservation restriction on the property.
■ Identify desirable parcels for acquisition that would improve existing park usage
or access
Goal: Improve Public Access, Security and Awareness
Objective: Improve signage to direct people to the parks and to help orient them within
the parks.
Actions: Apply City wide signage program to install, repair and update entrance signs
installed at Salem's park facilities.
Objective: Update equipment and park surfaces/ access to comply with current safety
and ADA standards.
Actions: Implement and update improvements identified in the ADA self- assessment as
park improvements are undertaken, and provide accessible playground facilities.
Objective: Expand bike paths and designated routes to connect to downtown and
surrounding communities.
Actions:
■ Create interconnecting trail system linking schools and parks on roadways and by
off road routes (bike paths).
■ Purchase and install bike racks throughout downtown, schools, and parks.
Objective: Increase and improve access to the water improve signage directing people to
the waterfront.
Actions:
■ Identify and improve access points such as public boat launches and provide
required parking, signage, and other amenities.
■ Continue to work toward implementation of a continuous Harborwalk.
Objective: Increase security at Salem Parks
Actions: Install lighting in parks to increase night visibility
Objective: Improve access to Parks
Actions:
■ Update parks to be accessible to all age groups and abilities
■ Maintain&upgrade walks, linkages and amenities for accessibility
Objective: Consider Climate Change when planning for parks and open space
improvement and acquisition
Actions:
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■ Salem Climate Change Vulnerability & Assessment Plan should be consulted
when considering development in low lying or flood prone areas.
■ Consider projected future expansion of flood areas when locating parks,
recreation areas and open space
5. Salem Housinz Needs and Demand Analysis—July, 2015
This report provides an overview of the current demographics of Salem, the existing housing
stock, projected changes in housing demand over the coming decades, and the types of new
housing that are needed to meet that need. Many portions of this analysis make reference to
or include MAPC projections data. These projections include two scenarios for regional
growth. Each scenario reflects different assumptions about key trends. The "Status Quo"
scenario is based on the continuation of existing rates of births, deaths, migration, and
housing occupancy. Alternatively, the "Stronger Region" scenario explores how changing
trends could result in higher population growth, greater housing demand, and a substantially
larger workforce.
Projected Development Demand:
MAPC projects that the current population of Salem, 41,320 people, could grow by 2,348 to
5,559 by 2030. At the same, time, household size has been on the decline, from an average
of 2.24persons per household in 2000 to 2.22 persons per household in 2010. Under the
Status Quo scenario, MAPC projects that the number of households will increase by 1,800
(10%) by 2030. Under the Stronger Region scenario, it is projected that the number of
households will increase by 2,600 or 15%.
By 2020, Salem will need from 720 — 1,200 multi-family units and 210 — 260 single family
units to keep pace with population growth and smaller households.
In total, by 2030, assuming the Status Quo scenario, Salem will need to produce a total of
1,900 units of housing to meet demand. However, according to the Stronger Region scenario
2,725 units (approximately 140 units annually)will be needed to meet demand.
Housing Affordability:
The intersection of demand (people) and supply (housing), as well as policy and planning
priorities, helps determine housing affordability in a given community. One measure of
affordable housing need is the number of households eligible for public housing assistance or
housing subsidies. Under M.G.L. Chapter 40B, affordable housing units are defined as
housing that is developed or operated by a public or private entity and reserved by deed
restriction for income-eligible households earning at or below 80% of the area median
income, which is $98,500 for the Boston-Cambridge-Quincy, MA-NH HUD Metro Fair
Market Rent Area. Additionally, all marketing and placement efforts for income-eligible
households follow Affirmative Fair Housing and Marketing Plan guidelines per the
Massachusetts Department of Housing and Community Development(DHCD). Housing that
meets these requirements, as well as some market rate units that are in developments that
include affordable housing, qualify for the Subsidized Housing Inventory(SHI). Chapter 40B
allows developers of low-and moderate-income housing to obtain a comprehensive permit to
override local zoning and other restrictions if less than 10% of a community's year-round
housing inventory is included on the SHI. A municipality's SHI fluctuates with new
development of both affordable and market-rate housing. The percentage is determined by
dividing the number of affordable units by the total number of year-round housing units
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according to the most recent decennial Census. As the denominator increases, or if affordable
units are lost, more affordable units must be produced to reach, maintain, or exceed the 10%
threshold. Salem has reached that threshold. As of June 2015, 2,466 out of 18,998 units, or
13.0%, were included on the SHI. However, over the next five years, the city stands to lose
up to 904 of these affordable units due to expiring deed-restrictions. If 904 units on the SHI
were to expire, Salem would have a total of 1,562 units remaining on the inventory. The
city's current 10% goal is 1,899 based upon the 2010 Total Year-Round Housing Units
number. If the city achieves the projected 2020 housing unit total of 20,400 units (described
earlier in this analysis), then a total of 2,042 SHI-qualifying units would be needed to meet
the 10% target. If the 904 expiring units were lost from the current inventory, then the city
would need to replace them with 480 additional SHI units by 2020. MAPC recognizes that
this does not take into consideration potential forthcoming developments which may include
affordable housing units nor does it include any potential efforts to preserve those units
which are projected to expire by 2020
6. City of Salem Five-Year Consolidated Plan—May 2015
This plan is created as part of the requirements to receive federal funds for housing and
community development activities, through the U.S. Department of Housing and Urban
Development (HUD). It includes a housing market analysis (including existing public
and subsidized housing), as well as a housing and community development needs
assessment.
Need: Preserve, expand and improve the City's supply of affordable housing and
increase availability of decent housing that meets the needs of lower income seniors,
families, individuals, and people with disabilities, as well as transitional and supportive
housing for homeless and non-homeless with special needs.
Goals:
■ Offer financial and technical assistance to eligible homeowners and investor-owners
to improve housing units, including improvements for accessibility, for low-to moderate-
income renters through the Housing Rehabilitation Loan Program
■ Support local non-profit housing organizations and CHDOs seeking to acquire,
create,preserve, and/or renovate affordable units
Need: Increase homeownership opportunities for low-to moderate-income households.
Goal: Offer financial assistance to eligible households in the form of loans for
downpayments and closing costs through the First-Time Homebuyer Downpayment
Assistance Program.
Need: Provide financial and technical assistance, design assistance, training, and location
assistance to potential or existing local businesses, including microenterprises, that create
or retain jobs for low-and moderate-income residents of Salem and contribute to the
vitality and diversity of Salem's economy
Goals:
■ Provide a Business Loan Program and a Storefront Improvement Program for new,
emerging or expanding small businesses that create or retain jobs for low-and moderate-
income workers, address building code violations, handicapped access, and/or leverage
private investment.
■ Offer technical assistance, training, design guidance, location service, and referrals
for owners of microenterprises or businesses that create or retain jobs for low-and
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moderate-income workers. Provide program delivery for the business loan program,
oversight of the Salem Redevelopment Authority, and funding for the Salem Main Streets
and other economic development programs
Need: Support community development needs by targeting resources to support the
social service needs of low-to moderate-income households and special needs
populations through anti-poverty, self-sufficiency, quality of life, enrichment and
instruction programs, including programs for immigrants, non-English speaking
residents, youth and seniors, homeless individuals and families, as well as specialized
education programs for adults.
Goal: Provide grants to nonprofit agencies for social services programs such as
homelessness and foreclosure prevention, housing education, food distribution, homeless
services, job training, senior transportation, childcare, crime prevention, immigrant
services (cultural orientation and acclimation), ESL and citizenship education, youth
activities, senior services, adult education(financial literacy, computer training, etc.), and
substance abuse prevention, and other programs that advance self-sufficiency, reduce
household financial burdens, or improve the quality of life, as well as other special
services (legal assistance, program navigation). Also support programs that provide
supplemental education and/or engagement programs to increase public school students'
academic achievement.
Need: Focus neighborhood improvements on activities that are located in low-to
moderate-income areas and/or benefit people with disabilities
Goal: Undertake public facility and infrastructure improvements that enhance the quality
of life in eligible neighborhoods, such as, parks/playgrounds, tree planting, lighting,
signage, bike paths, streets, sidewalks, crosswalks, pedestrian safety, trash receptacles,
traffic calming, accessibility, senior center, fire stations, schools, etc.
Need: Focus public improvements on activities that are located in Salem's Urban
Renewal
area and/or benefit people with disabilities
Goal: Undertake infrastructure improvements to support Salem's Urban Renewal Area
(downtown) and complement ongoing Economic Development activities. Projects may
include street & sidewalk improvements, tree planting, trash receptacles, traffic
improvements, lighting, signage and open space improvements, as well as improvements
to public facilities and public infrastructure.
7. Salem Public Art Master Plan -September, 2013
The Public Art Master Plan outlines a wealth of exciting, innovative and community-building
public art projects. Some of these opportunities are related to proposed construction projects
in the Capital Improvement Plan. Many others address existing places. Public art can bring
vibrancy to key civic places throughout Salem, including gateways, squares and historic
walks that help to tie different areas together.
8. Vision and Action Plan for the Point Neighborhood in Salem 2013-2020—August 2013
The Salem Point Neighborhood Vision contains some actions that would potentially qualify
for CPA funding.
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Environment, Open Space, and Recreation
One goal is to make improvements that enhance the quality of public spaces, parks, and
playgrounds in the Point— enhancing the resources that already exist so people who live and
play in the Point can fully enjoy these resources, and supporting the creation of more
opportunities for people of all ages to engage in athletic, educational, and creative activities
in the neighborhood. Another goal is to explore opportunities for small and large-scale open
space, natural resource, and recreation improvements. Examples that meet this goal include:
• Improve parks, open spaces, natural resources by making small and large improvements
• Continue to implement the Open Space and Recreation Plan actions in the Point
• Undertake improvements identified through the vision and action planning process
• Develop a revitalization plan for Mary Jane Lee Park
• Develop a revitalization plan for Palmer Cove Park
• Undertake improvements to Lafayette Park
• Revitalize 38 Palmer Street lot
• Improve neighborhood access to the waterfront behind Shetland Park
• Fix benches, replace sand in parks and plant trees in strategic areas
Housing and Economic Development
Goals include enforcing regulations pertaining to housing quality and public health,
connecting residents with existing housing resources, and helping secure new resources that
will improve the diversity and quality of housing available for rent and for ownership in the
Point. Examples that meet this goal include:
• Support development that includes a mix of housing, business, and offices uses in the
Point and housing that is affordable to different incomes.
• Work with public and private developers to promote property reuse and redevelopment
that is consistent with goals to provide affordable housing to people of different incomes and
with respect to historic assets.
• Identify,purchase, and rehabilitate critical,blighted properties.
• Improve historic building facades.
• Encourage and advocate that new developments in other parts of the City of Salem
include on-site affordable housing units to off-set the disproportionate presence of affordable
housing in the Point neighborhood while still meeting the housing needs of the community.
9. Salem Winter Island Park Master Plan and Summary—September 2011
Priorities identified in this Master Plan include the following:
Proposed Early Action
• Barracks and USCG Building (shell • Bio cells,Moat/Rain Garden restoration
and structural improvements) • Community Gardens
• Early infrastructure improvements • Consolidation of RV sites
• Gateway enhancements (sign, • Consolidation of tent sites
gatehouse,paving, lighting,plantings) • Hangar Garage parking
• Bathhouse relocate/renovate • Extended dock for kayak rentals
• Playground Relocation • Amphitheatre
• Parking&Circulation Improvements
• Grasspave Overflow Parking
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Proposed Long Term Action
• The Barracks Building renovation • Paths and walkways (including bike paths
• The USCG Hangar Renovation and scenic walking paths)
• Fort Pickering restoration • Park furnishings and amenities
• Hangar Garage Improvements • Infrastructure (sewer,water, electric)
• USCG Hangar pedestrian plaza
10.Salem Downtown Renewal Plan-2011
The specific objectives are:
• To eliminate and prevent the reoccurrence of blighting factors in order to restore
conditions of health, safety, amenity and economic viability.
• To preserve and enhance historic architecture and resources which are valued
contributors to the civic, cultural and economic environment of the Project Area.
• To accomplish a coordinated development of the Project Area which will promote the
health, safety, general welfare and amenity of the City and its people,by preserving and
enhancing the following:
• a range of compatible uses, each well suited to its location;
• a diverse and consistently high quality architectural character expressing a range of
periods and respecting the integrity of both historic and contemporary styles while avoiding
derivative design;
• urban forms that respect the patterns of blocks, sidewalks, streets and open spaces that
distinguish the compact, historic character of the area including the orientation of building
frontages toward streets and public open spaces, varied scales among closely-spaced
buildings, and the integration of off-street parking, if required, and vehicle access to
substantially limit their visual impact from public vantage points;
• a complete network of active and vital sidewalks and pedestrian-oriented spaces activated
by the entrances and uses along the ground floors of the buildings and through the interaction
among the compatible designs of sites,buildings, landscapes and streetscapes.
• To develop and apply urban design criteria, standards and guidelines to the Project Area
that will create a central city urban environment. The design criteria are sympathetic to and
conducive of the preservation and enhancement of historic and architectural values and to the
construction of new buildings and facilities compatible with the preservation and
enhancement of such values. The design criteria shall be consistent with the needs of the City
and its people for new and expanded residential and non-residential opportunities, services,
facilities and amenities.
• To undertake activities and initiatives to accomplish public or private redevelopment of
vacant or underutilized land and buildings,public open space and the infrastructure of streets,
sidewalks and utilities consistent with the other purposes within this Salem Downtown
Renewal Plan.
• To sponsor or participate in planning for areas adjacent to the Downtown Renewal
Project Area and for the principal transportation and land use corridors that lead to and from
the Downtown. The purpose of these activities is to encourage public actions that will
reinforce the edges, approaches and gateways to the Downtown and promote the other
purposes of this Plan.
11.Bike Circulation Master Planning Study-January, 2010
The Salem Bike Path Committee members drawing upon years of work and through an
iterative process with the City Planning Department, identified individual and group visions
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of citywide cycling enhancements. The December 2009 status of the Salem Bike Path
Committee's vision for citywide bike routes and facilities includes initial emphasis on
implementation of-
* The 4.85-mile Pilot Route connecting Salem's waterfront parks, historic sites, open
spaces, and several schools,beaches, etc.;
• Construction of a missing connection between Palmer Cove and the Bridge Street Bypass
Road Multiuse Path; and
• The Phase II multiuse Salem Bike Path connecting the northerly end of the Lafayette-
Canal Phase I Bike Path to Downtown Salem. Besides providing a direct route between
downtown Marblehead and downtown Salem, the Phase II multiuse path will provide
tranquil views of Rosie's Pond and the surrounding wetlands.
Key elements of the Salem Bike Path Committee's citywide bike circulation vision include:
• Designation of bike routes along all of Salem's major roads that have adequate right of
way for supporting bike use.
• Installation of road crossing safety measures at critical bicycle crossings where existing
or projected bicycle/vehicle conflicts will be highest and where necessary crossings have
constricted sight lines.
• Creation of anew pedestrian at-grade railroad connection between the bike path serving
the Jefferson at Salem Station and Salem Station to provide walkers and bicyclists with a far
shorter and more convenient connection to the northeast Salem neighborhoods that avoids the
use of the Route 114 overpass with its steep grades and high traffic volumes.
• Creation of at least two bike share stations at the MBTA Salem Commuter Rail Station
and the City of Salem Ferry Terminal.
• Identification of Mountain Bike Trails at Salem Woods for off-road cyclists who enjoy
challenging terrains for bicycle travel.
• Identification of Salem components of the East Coast Greenway (ECG), a proposed 2,900
mile long corridor between communities along the eastern seaboard from Florida to Maine.
12. Salem Bridge Street Neck Neighborhood Revitalization Plan—August 2009
Objectives:
• Act to support neighborhood development and village style housing.
• Support and enhance commercial retention and development opportunities.
• Maintain and improve the area's pedestrian environment.
One key goal of the Plan is to recommend physical improvements that will enhance the
overall quality of living in the neighborhood. One of the neighborhood's unique selling
points is the opportunity to find reasonably priced historic homes in need of renovation, thus
contributing to preserve and enhance the neighborhood's historic character. This is
particularly noticeable in the southern portion of the neighborhood, which is closer to the
MBTA station and Downtown Salem.
Strategies in the plan include:
• Enhance amenities to attract visitors to the Bridge Street Neck area, such as enhancing
waterfront access and activities, including provisions for transient boat access.
• Expand and improve open space connections and amenities along the water and through
new development.
• Extend pedestrian and bicycle access along the waterfront and through new development
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Example Actions:
• Undertake feasibility study for enhanced waterfront access and recreational programming
• Undertake feasibility study for boat access
• Seek opportunities to generate a network of interconnected bike paths/shared paths,
building upon the planned extension of the bike path along Route IA Initiate feasibility
studies to provide for public use and access where there are opportunities associated with
zoning, Chapter 91 regulations or other methods
• Study feasibility to extend the existing bicycle path from Webb Street north to Collins
Cove Park, and to the planned park and open space at the end of Bridge Street
• Improve signage and markings for the dedicated pedestrian and bicycle paths
13.Neighborhood Preservation District Study-September, 2008
The major purpose of the current study was to research the concept of Neighborhood
Preservation Districts (NPD) and ways that it might best fit Salem's situation,prepare a draft
ordinance and draft design guidelines for two neighborhoods, and create educational
materials for the public. The study and its final products and recommendations relied heavily
on public input, gained through a series of neighborhood meetings, stakeholder interviews,
dedicated page on the City's website, and other means. The study provides recommendations
that will help the City of Salem and individual neighborhoods determine if a NPD program is
right for the city's neighborhoods and can function alongside the Local Historic District
(LHD)program already in place. The final products included criteria for district designation,
recommendations on areas for NPDs, sample design guidelines and boundaries for Bridge
Street and Point neighborhoods and a draft NPD ordinance.
14.Salem Harbor Plan —January, 2008
Priorities identified include:
• New public open spaces in the South Commercial Waterfront area
• Additions to the Harbor Walk all along the harbor's edge
• New/improved pedestrian connections,walkways, and open spaces in the North
Commercial Waterfront area
• Separate walkway/bike path out to Winter Island
• Facility improvements throughout Winter Island Park
• Re-use of the former Coast Guard hangar and barracks at Winter Island
• Fort Pickering and lighthouse improvements
15. Old Town Hall Buildinm Condition Assessment-May, 2007
Old Town Hall is the earliest surviving municipal structure in Salem, Massachusetts (dating
from 1816) and an outstanding Federal Style building. The second floor of the building, the
Great Hall, has always been used as a public space and contained Town offices until 1837.
The first floor was originally designed as a public market. An existing conditions analysis
and structure conditions analysis were done in 2007 identifying critical needs of this historic
structure. Since 2008, Gordon College has managed Old Town Hall on behalf of the City of
Salem, and in doing so has maintained the building as a public venue that hosts a variety of
events. Gordon College in cooperation with the City has addressed several maintenance and
repair issues at Old Town Hall over the years as part of the goal to preserve this historic
building and keep it operational. Numerous needs have not yet been addressed given the cost
and scope of work to be done.
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16.North River Canal Corridor Master Plan—February 2003
Northwest
• Promote long-term waterfront access along the Canal from Boston Street through the rear
of the Goodhue parcels to Harmony Grove
■ Coordinate with the redevelopment of Goodhue parcels
• Improve image of canal edges
■ Replace chain-link along Bridge Street — between Flint and Grove - with quality
fencing—include trees, widen sidewalks, etc.
North
• Extend access from Mason Street to canal edge—at key locations
• Consider redeveloping the Salem Suede site for housing and commercial
■ Seek maintaining portions of the historic industrial structures
• Improve and maintain views from the Mason Street neighborhood to canal
• Enhance the residential character and streetscape along Mason from North Street to
Grove to strengthen Mason Street as a quality residential road.
■ Work with neighborhood to promote reinvestment including; new lawns, fences, fagade
improvements, and landscaping("probably only applicable to CPA if historic)
• Enhance Canal edge
■ Develop public private partnership to provide enhanced maintenance trees, sidewalks,
benches, etc.
Northeast
• Improve pedestrian access along riverfront adjacent to Franklin Street—independent of
redevelopment efforts
• Connect Franklin Street to the downtown area (via the MBTA station) with a quality
pedestrian pathway
• Improve streetscape and sidewalks along both sides of Franklin Street and Furlong Park
• Seek opportunities to incorporate water-dependent uses—pursue efforts to clean up North
River
• Expand play fields of Furlong Park
Southwest
• Improve the edges of Bridge Street and the canal
■ Seek public-private partnerships for maintenance
■ Replace chain-link with visually attractive fence
■ Explore long-term expansion of Leslie's Retreat Park on north side of canal from Flint to
Grove
Leslie's Retreat Park
Strengthen character and identity of the park and surrounding streets—connect the park to
the surrounding neighborhoods to the north and south
• Build programming into the park:
■ Work with City and other organizations to develop events, program, etc. to activate the
park and its edges,to potentially include:
■ Children's playscape areas
■ Historic interpretive features
■ Improve access and safety to the Park by creating two new pedestrian access points at
Bridge St.
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■ One new access point between Flint and North Streets to connect the Federal Street
neighborhood to the park via a pedestrian bridge
■ The second access point through the extension of Commercial Street to Bridge and the
associated relocation of the existing entrance to the MBTA parking lot
■ Include safety measures at the edge of the canal to prevent people from falling in
■ Seek additional pedestrian bridge further east of the existing bridge, to directly link
Downtown and Mason Street
• Improve Park Image
■ Solve park drainage problems
■ There is the potential for the Bridge Street reconstruction project to re-align Bridge Street
so that it extends two-meters into the park. The Working Group and residents should
continue to be involved with Mass Highway and the City to ensure that the design of Bridge
St. complements the park edge and provides adequate pedestrian connections and
landscaping
South
• Improve pedestrian connections and access to Leslie's Retreat Park
■ Pedestrian Bridge at the end of Lynn Street
■ An at-grade grade crossing near new eastern entrance
• Remove rail storage
■ Enhance views and image of park
Southeast
• Improve the waters' edge and forge connections to Downtown, Franklin Street and
Leslie's Retreat parkTrees, sidewalks, lighting,benches,plazas, etc.
• Restore Leslie's Retreat Plaque.
■ Work with local historian and stakeholders to identify appropriate new location for
plaque.
Franklin Street Parcels
• Seek expansion of water-dependent uses
■ The Working Group and City should continue to discuss what acceptable water-
dependent uses are. While most acknowledged the desire to promote water-dependent uses,
consensus was not reached as to which specific uses should be permitted.
• Access to the waterfront should be provided at several locations and along the length of
the waterfront, from Furlong Park to North Street
• The City should review the status of the City owned parcels at North Street and adjacent
to the river—to provide a new pedestrian walkway from Franklin to the MBTA Station
• Potential uses include
■ Improving and maintaining the existing uses
■ A potential mix of low density housing/commercial and retail
■ Additional open space along the waterfront
• Expansion of Furlong Park
17. Fort Lee and Fort Pickering Conditions Assessment, Cultural Resources Survey, and
Maintenance and Restoration Plan -2003:Pages 1-88,Pages 89-130
The study was intended to identify and document prehistoric and historic sites, to determine
the boundaries and integrity of those sites, to determine their significance in terms of
National Register criteria, and to establish methods of historic preservation, community
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interest, budgetary issues, long-term maintenance, conservation and management. There is
also an archaeological companion document to this report.
18.Burial Ground Planning Project Report-August, 2002
Salem's burying grounds represent some of the most historic cemeteries in the
Commonwealth. This plan represents the long-term process to preserve and protect the
Charter Street Cemetery, Broad Street Cemetery, Friends Cemetery and Howard Street
Cemetery. The overall goal is to retain the burying grounds' historical integrity, while at the
same time maintaining accessibility.
19. City of Salem Historic Preservation Maintenance Plan—August 1998
This plan consists of a series of individual reports on selected historically significant
properties owned and maintained by the City of Salem. Each report is written as a stand-
alone document intended to describe, at a survey level, the subject structure's physical
condition in the context of its historic quality, followed by specific prioritized
recommendations for appropriate treatment of defects. Each report also indicates historic
components of each structure that are essential to preserve, recommends optional restoration
treatments for important features that have been lost or severely compromised and provides
photographs to illustrate the significant features and conditions of deterioration. This two
binder plan includes:
• Salem City Hall, 93 Washington Street
• North Salem Fire Station, 142 North Street
• Essex Street Fire Station, 415 Essex Street
• South Salem Fire Station, 40 Loring Avenue
• Salem Public Library, 372 Essex Street
• Endicott School (original building only), 110 Boston Street
• Palmer Cover Playground—Palmer Cove Community Center, 52 Leavitt Street
• Salem Willows, 200 Fort Avenue
• Winter Island Park, 50-120 Winter Island Road
• Dr. William Mack House—Ledge Hill Park, 59 Grove Street
• Gallows Hill Park, 53 Hanson Street
• Forest River Park—Col. Timothy Pickering House, 32 Clifton Avenue
• Witch House, 310 Essex Street
• Greenlawn Cemetery, 57 Orne Street
• Monuments:
o John Hodges Choate Monument: Essex and Broad Street(bronze statue)
o Roger Conant, Washington Sq. West(bronze statue)
o Civil War Monument, 37 Washington Sq.North(boulder with bronze tablet and
separate cannon)
o Theobald Matthew Monument,28 Hawthorne Boulevard(marble statue)
o Nathaniel Hawthorne monument, 20 Hawthorne Boulevard(bronze statue)
o Immaculate Conception Monument,20 Hawthorne Boulevard(bronze bas relief)
20. City of Salem Master Plan Update and Action Plan -1996
"The Planning Board Imperative"includes the following"critical elements":
• "Development of the commercial and industrial properties which have become
contaminated from prior activities, and thus are difficult for the generation of new uses"
43
• "Continued emphasis on the livability of the City for its inhabitants and visitors in terms
of neighborhoods,parks and cultural institutions."
• "Promote culturally-based tourism emphasizing the City's non-profit museums, historical
houses and neighborhoods,relationship to the sea, and general historical attractions."
• "Continued emphasis on the reorientation of the "kernel of the City" — the downtown
area..."
• "The harbor is the City's front door and a focus on that is needed."
The Plan presents goals & strategies in six categories:
The Waterfront
Goal: Expanded public waterfront access
Strategies:
• Increase public landings in downtown
• Create public waterfront walkway at new South Harbor Marina, Shetland Office Park,
and downtown to Hawthorne Cove Marina and connect to regional trail system
• Develop multi-purpose trail system along waterfront as much as possible
• Convert old Salem-Beverly Bridge to a public recreational pier
• Downtown Maritime District: Create waterfront walk to the new port
• South Harbor: Pursue waterfront park development proposals
• Collins Cove: Reinforce waterfront public access; Connect to bicycle/pedestrian trail
system
• North River: Create recreational pier at old bridge
• Relocate junkyard and marine contractor to create more open space
• Winter Island: Expand recreational boating& fishing; restore fort and historic buildings.
Goal: Enhanced access to harbor and islands
Strategy: Determine appropriate public access to islands, if any
Goal: Expanded and improved waterfront facilities
Strategies:
• Expand/promote use of marinas at Kernwood, Collins Cove, Winter Island, and Salem
Willows
• Seek funding for South Harbor Marina
• Winter Island: increase dockage and improve launch ramp
Transportation
Goal: Development and improvement of alternate modes of transportation
Strategies: Implement a system of bicycle/pedestrian trails: extend Webb St. trail beyond
Cross St.; design and build a trail along the Bypass Road and on Bridge Street; design and
build a trail on the Marblehead Branch
Economic,Institutional, and Downtown Development
Goal: Increased marine tourism
Strategies:
• Promote additional docking and mooring space
• Support development cruise ship port/wharf
44
Neighborhoods and Housing
Goal: 50%owner-occupancy of housing units overall in 10 years
Strategy: Support nonprofit production of affordable ownership housing
Goal: The Point: 25% owner-occupancy in 10 years
Strategy: Target problem properties for Buy/Rehab/Sell projects to encourage investment
Goal: Improve appearance of public property
Strategies:
• Continue upgrading of streets,public properties,parks, lighting
• Seek aesthetic improvements to power station land; investigate acquiring this parcel
Goal: Bridge Street Neighborhood — Revitalize neighborhood in conjunction with road
improvements
Strategy: Improve open spaces and connections to the water
Goal/Strategy: Boston Street Corridor—Playground in Beaver/Silver Street area
Goal/Strategy: South Salem between Lafayette and Canal Streets — Vest pocket
park/playground in central Cabot Street area
Recreation, Open Space, and the Environment
Goal: Develop recreational facilities to meet specific City needs
Strategies:
• Acquire and construct bicycle trails as funds and land become available
• Find a location and construct a new soccer field
• Pursue feasibility of Salem/Peabody golf course at Spring Pond
• Improve hiking trails at the Forest River Conservation Area and Highland Park
• If a site becomes available, purchase and develop a playground between Lafayette and
Canal Streets
• Construct a recreational park at the South River
Goal: Continue to implement specific improvements to parks and neighborhood
playgrounds
Strategies:
• Update equipment and surfacing to comply with current safety standards
• Improve handicap accessibility in accordance with the ADA
Goal: Target Winter Island for major improvements
Strategies:
• Secure funds to increase float space at pier
• Secure funds to reconstruct boat ramp
• Restore and develop interpretive signage for historic resources on Winter Island
Goal: Protect inland water resources
Strategies:
• Acquire and protect Thompson's Meadow
45
• Acquire Leggs Hill property on the Salem Marblehead boundary
Goal: Protect and improve areas of historical significance
Strategies:
• Develop trails at Fort Lee
• Expand Salem 1630 Pioneer Village
Goal: Protect and improve areas of scenic importance
Strategies:
• Acquire the Leggs Hill property, develop trails on the site
• Acquire and protect the Lead Mills property
• Improve waterfront areas through the construction of bicycle trails, along Collins Cove,
the North River, and Salem Harbor in the Lead Mills area
• Relocate junk yard on the North River and expand Furlong Park into the site
Recreation, Open Space& the Environment—mapped priorities:
• Develop future reclamation program and development plans in coordination with owner
of the Quarry and the Town of Swampscott
• Acquire Spring Pond/Highlands
• Waterfront Access/Acquisition/Recreation at McCabe Park
21.Relevant Programs
Additional programs that may be useful to CPA funding evaluation include:
• Historic Salem, Inc. Most Endangered Program
Historic Salem, Inc. established the Most Endangered Historic Resources Program in 2000
with the purpose of focusing public attention and Historic Salem, Inc.'s efforts on specific
endangered resources that are threatened by neglect, lack of funding or inappropriate
development. It is the cornerstone of Historic Salem's advocacy efforts in pursuit of its
mission to ensure that the historic resources of Salem are preserved for future generations
and that new development complements the historic character of the city.
• Capital Improvement Pro _gram(from current fiscal proposed budget)
The Capital Improvement Program (CIP) is a blueprint for planning a community's capital
expenditures. A CIP is typically a multi-year plan identifying capital projects and equipment
to be funded during the planning period. The plan includes a particular focus on asset
preservation, replacement of apparatus and equipment, and continued improvements to the
City's infrastructure.
46
Community Preservation Plan
Appendix
o CP-I, CP-2 and relevant information from CP-3 annual reports
o City of Salem Code of Ordinances Section I. Chapter 2,Article IV.
Division 15. Community Preservation Committee
o Secretary of the Interior's Standards for Rehabilitation
o Determination of Eligibility Application
o Funding Application
47
MA5SACHUSETTS DEPARTMENT OF REVENUE Salem
DIVISION OF LOCAL SERVICES 21TY
CP1
Commrtnity Preservation Surcharge Report-Fiscal Year 2017
Retim cy Sec-.ember 1510:
uur;dpW Data ManagerneWrEchnical Asslstaros 5L reaw
Dlv%lan at Lora;Serrloes
P.Q.Box 9559
Boston MA 0211 dA5{9
Surcharge% tA0%
Total Surcharge C DMM d8d to Cal Intor for FY 5E4,384m
Current Yr Surcharge Abo%rner�WExenrpbofla 5,54522
POW Yr 9 uralaerge Abatsm sn[e7Exsmptlone 67.39
Net S urcherge Ralsed ixrr FY 563,7513.06
Additional Reaenue Appropriated:o CRF(Ch.44.Sec.W.121 D.96
Tots!No''SurcNrgetl RalsoJ and Other ApproPTWOE!Revenue Sw,75ayad
S Ignatufae
Bomd of Assessors
C,snp�a by:
13810f2lr J31*6Drs,ChWF Assessor.S e Nrrn,djscKsangsa'srn.aom 57 B-61 5-5 6 011 1 WirX17 3J8 PM
Amounting Orricer
Nlns Bridgman,Aed F:nenee Dlredar,,sawn,Ti bridgman@sa Mm.00m 938-619SG29 15f5f2017 5:22 AM
Pnnram llf=17 11a1k34,M o-rSa
48
MASSACHUSETrS DEPARTMENT OF REVENUE Salem
DIVISION OF LOCAL SERVICES C;Ty
CP2
Community Preservation Fund Report-Fiscal Year2017
Surcharge% 1.00
4 7ote:runs Galan ce rrom prior year(Py}sport[Form CP-21 1.[LK. 92.32
NEW RE:rEKI IES.'C-FS
2.P7DCefl4a from bonds and 4FS 13.e11
3-ColWDtlans Trom comrnv nity preamatlon surchaipe 581-594A 1
4 Distributions rror:m same trust Tend T lAA79.0a
5 Earningennlnveatments 6.00
C.GITta,Grants,Dcnatlons Olga
J.Other,Le.Mtereet,OFS a e lnroprlatad to-the fund-CH44B 3-bte2:OFS-9 etween Funds '79.°flE 3o
Total New ReVenuerGFS OT7,573.41
EXPENDITURE5fOFt1
e Expenditures_
a. Open race a.Drl
b. F. is lc.geeoarces 443,5".91
c. C mmi.,nity FmsMg 0.1113
d. Other Kamm unity 9ecrwallon} 212,537.64 filE.W2`_5
9-Expeatllturae for N131 SmIce:
a. Open SdacE 0.1371
b. Y,?-.ilxic 9eeourcee O.CQ
c. Gornrni,nity F-cusMg 0.130
d. otherrCDmmualtyRer~eatlon} O.D] I-ID
14.Aaminlstrail we Expeneee 8,035.9;
11.Other
Total Expeedlturead6FU 902.61&S<
Total Fund Balance June SO,21117(aaWl Fc'lowing) M01,457-25
prhled m WM,2017 Z1331 P1f cage x
49
MASSACHUSETrS DEPARTMENT OF REVENUE Salem
DIVISION OF LOCAL SERVICES CITY
CP2
Community Preservation Fund Report-Fiscal Year2017
CIT.rrOWN of Salem
detail of Cammunity Preservatian Fund Total Fund Equity
fiscal year ended,lung 30.2017
1.Fund Bslar%ce€keeerra d far Emumtraneae 132111 6.'JO
2.Fund Balance Reeervad far Expendituree i32A6} pA6
9.Fund Balance Reaerrad far Open Space(3241� 77A29.913
4 Fund Balance Reeerrad far 1-11starlc Resourem 13242) 22,785.111)
5 Fund Balance Reeer:ed far Comm unity H omin g(9243} 112.561-.26
G.Fund Balance Reeerfed far Spolal Purpoe ea(9290) p 9p
J.Fund Balance Reeerved far Community Preearvatran Ad 13320 171-1 nciealgnated 13580} 4 A4227
11.7otat Comm u nity Preaerratlae Fund Balance.Puna 30,2017 1,7MA57-25
ffGtal mud equal!o;a I tuna halance Pape 11
-Raa€ha community met the requ Irene. to a fter apprapflate or reserve for future
ap xroprlston at least 10%of ble satmaied annuli Pund revenge for open apace,it letor:c y
resources and corn munity houeln&7
II no,explaln crow the town;?Ions to meet the fequlremmt?
Blgnataraa
Accountall YZAJ dlt6r
SumpJetec t.y:
Nina Brrtigman,Asei Rneaee dlrectar,,Salem,Ti trrldgman(�aa iem.c:m 578-619S629 i 8r1 fin 817 1:13 Pod
Cammeflia
No eowner.6 ba dr ray.
prhhM of laze2017 zy2:32 W pme20l-
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City of Salem Code of Ordinances
Section I. Chapter 2 is hereby amended by adding a new division within Article IV Boards,
Commissions, Committees and Authorities as follows:
"ARTICLE IV. BOARDS, COMMISSIONS, COMMITTEES AND AUTHORITIES
DIVISION 15. COMMUNITY PRESERVATION COMMITTEE
Sec. 2-1010. Established
There is hereby established a Community Preservation Committee, in accordance with the
Massachusetts Community Preservation Act, M.G.L. Chapter 44B, consisting of nine (9) voting
members.
Sec. 2-1011. Membership and Terms
The composition of the committee, the appointment authority and the term of office for the committee
members shall be as follows:
(1) One member of the Conservation Commission as designated by the Commission for a term of three
years.
(2) One member of the Historical Commission as designated by the Commission for an initial term of
two years, and thereafter for a term of three years.
(3) One member of the Planning Board as designated by the Board for an initial term of one year, and
thereafter for a term of three years.
(4) One member of the Park and Recreation Commission as designated by the Commission for an initial
term of one year and thereafter for a term of three years.
(5) One member of the Housing Authority Board as designated by the Board for an initial term of two
years and thereafter for a term of three years.
(6) Two members appointed by the City Council, two of the general public or in the alternative one
member of the City Council recommended by the Council President and one member of the general
public,to be appointed for a term of one year and thereafter for a term of two years for appoints from the
general public.
(7) Two members of the general public to be appointed by the Mayor, confirmed by majority vote of the
City Council, one member to be appointed for a term of one year and thereafter for a term of two years
and one member to be appointed for a term of two years and thereafter for a term of three years.
(8)All members of the Committee must be Salem residents.
The Commissions, Boards, Council and Mayor who have appointment authority under this Division
shall appoint such representatives within 45 days of the effective date of this ordinance. Should there be
a vacancy or resignation in any of the Community Preservation Committee positions, the Commissions,
Boards, Council or Mayor who have appointment authority under this Division shall appoint a new
representative within 45 days of the first date of a known vacancy or resignation.
As a prerequisite to appointment to the Community Preservation Committee, a Commission or Board
appointee must be in good standing, meaning that the member's term of appointment from the Board or
Commission shall not have lapsed. In the event that a Committee member who is appointed by a Board
or Commission has term of appointment to the underlying Board or Commission that lapses while he or
she is a member of the Committee, that appointee shall be ineligible to vote on any matter before the
Committee until the member is back in good standing or replaced.
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Should any of the Commissions or Boards who have appointment authority under this Division be no
longer in existence for whatever reason, the appointment authority for that Commission or Board shall
become the responsibility of the City Council.
Should the Mayor fail to appoint a committee member into his/her two allotted spots within 45 days
following adoption of this Division or a known vacancy,the appointment authority for that position shall
be the City Council.
Should the City Council fail to appoint a committee member into their two allotted spots within 45 days
following adoption of this Division or a known vacancy,the appointment authority for that position shall
be the Mayor.
Should any of the Commissions or Boards who have appointment authority under this Division fail to
appoint a representative within 45 days following adoption of this Division or a known vacancy, the
appointment authority for that position shall be the Mayor. In the event the Mayor appoints following a
Commission or Board's failure to do so, the individual chosen must be a current member in good
standing of the Commission or Board and whose appointment shall be subject to approval of the City
Council. In the event 45 additional days have lapsed since the Mayor was to appoint a member to the
Committee from a Board or Commission and the Mayor fails to make such appointment, the City
Council shall them become the appointing authority for that position.
Sec. 2-2012. Powers and Duties
(1) The community preservation committee shall study the needs, possibilities and resources of the city
regarding community preservation. The committee shall consult with existing municipal boards,
including the City Council, the conservation commission, the historical commission, the planning board,
the park and recreation commissioners and the housing authority, or persons acting in those capacities or
performing like duties, in conducting such studies. As part of its study, the committee shall hold one or
more public informational hearings on the needs, possibilities and resources of the city regarding
community preservation possibilities and resources, notice of which shall be posted publicly and
published for each of two weeks preceding a hearing in a newspaper of general circulation in the city.
The committee may, after proper appropriation, incur expenses as permitted by state law using funds
from the community preservation fund to pay such expenses.
(2) The community preservation committee shall make recommendations to the City Council for the
acquisition, creation and preservation of open space; for the acquisition, preservation, rehabilitation and
restoration of historic resources; for the acquisition, creation, preservation, rehabilitation and restoration
of land for recreational use; for the acquisition, creation, preservation and support of community
housing; and for the rehabilitation or restoration of open space and community housing that is acquired
or created with Community Preservation Funds. With respect to community housing, the community
preservation committee shall recommend, wherever possible, the reuse of existing buildings or
construction of new buildings on previously developed sites. With respect to recreational use, the
acquisition of artificial turf for athletic fields shall be prohibited.
(3) The community preservation committee may include in its recommendation to the City Council a
recommendation to set aside for later spending funds for specific purposes that are consistent with
community preservation but for which sufficient revenues are not then available in the Community
Preservation Fund to accomplish that specific purpose or to set aside for later spending funds for general
purposes that are consistent with community preservation.
66
Upon approval of any rule or regulation by the committee, a copy of the same shall be filed with the
City Clerk and become effective as of the date of filing thereof unless the specific vote of the committee
establishes a later effective date.
Sec. 2-2013.Amendments
This Division may be amended from time to time by a majority vote of the City Council, provided that
the amendments would not cause a conflict to occur with M.G.L., Chapter 44B.
Sec. 2-2014. Severability
In case any section, paragraph or part of this division is for any reason declared invalid or
unconstitutional by any court of last resort, every other section, paragraph or part shall continue in full
force and effect.
Section II. This ordinance shall take effect as provided by city charter.
67
Secretary's Standards for Rehabilitation
The Standards (Department of Interior regulations, 36 CFR 67)pertain to historic buildings of all
materials, construction types, sizes, and occupancy and encompass the exterior and the interior,related
landscape features and the building's site and environment as well as attached, adjacent, or related new
construction. The Standards are to be applied to specific rehabilitation projects in a reasonable manner,
taking into consideration economic and technical feasibility.
1. A property shall be used for its historic purpose or be placed in a new use that requires minimal
change to the defining characteristics of the building and its site and environment.
2. The historic character of a property shall be retained and preserved. The removal of historic
materials or alteration of features and spaces that characterize a property shall be avoided.
3. Each property shall be recognized as a physical record of its time, place, and use. Changes that
create a false sense of historical development, such as adding conjectural features or architectural
elements from other buildings, shall not be undertaken.
4. Most properties change over time; those changes that have acquired historic significance in their
own right shall be retained and preserved.
5. Distinctive features, finishes, and construction techniques or examples of craftsmanship that
characterize a historic property shall be preserved.
6. Deteriorated historic features shall be repaired rather than replaced. Where the severity of
deterioration requires replacement of a distinctive feature, the new feature shall match the old in
design, color, texture, and other visual qualities and, where possible, materials. Replacement of
missing features shall be substantiated by documentary,physical, or pictorial evidence.
7. Chemical or physical treatments, such as sandblasting, that cause damage to historic materials shall
not be used. The surface cleaning of structures, if appropriate, shall be undertaken using the gentlest
means possible.
8. Significant archeological resources affected by a project shall be protected and preserved. If such
resources must be disturbed,mitigation measures shall be undertaken.
9. New additions, exterior alterations, or related new construction shall not destroy historic materials
that characterize the property. The new work shall be differentiated from the old and shall be
compatible with the massing, size, scale, and architectural features to protect the historic integrity of
the property and its environment.
10. New additions and adjacent or related new construction shall be undertaken in such a manner that if
removed in the future, the essential form and integrity of the historic property and its environment
would be unimpaired.
68