Haywood House/Jackson Road New Senior Housing

Located with front facing John F. Kennedy Circle and rear facing Jackson Road in Newton Corner

Goals:

Additional funding is requested to cover the material lift for transporting trash barrels to the main floor required during the Special Permit process for the construction of a new building that will provide community space and supportive services for the 55 new units it creates. The new units will be permanently affordable one-bedroom rental units for residents at least 62 years old, restricted by income as follows: 11 units for households with up to 30% of the Area Median Income (AMI); 21 units for households with up to 60% AMI, and 23 units for households at up to 99% AMI. Three of the units will be fully accessible and four will be designated for households that have been homeless or are at risk of homelessness.  

Funding:

(updated to reflect August 2020 proposal)

$77,900               Additional CPA Funds Approved 2020

$250,000             Currently requested CDBG Funding

$3,000,000          CPA funding approved in 2018

$625,000             Newton Housing Authority

$625,000             CDBG (Newton controlled federal funds)

$8,600,000          Permanent Loan (bank/public agencies)

$11,850,000        9% Low Income Housing Tax Credits (LIHTC) and 4% Mass                      Housing Tax Credits

$450,000             MA HOME funds (State controlled federal funds)

$750,000             MA (DHCD) Affordable Housing Trust Fund (AHTF)

$750,000             MA Facilities Consolidation Fund (FCF)

$500,000             MA Housing Stabilization Fund (HSF)

$750,000             MA Community Based Housing Fund (CBH)

$657,064             Deferred Developer Fee

$28,884,964        Total Project Cost

Funding Process

August 28, 2020 - New Proposal for Additional Project funding Received including the following:

• Proposal Form
• Narrative Explanation for Additional Funding Request
• Updated Pro Forma for Haywood House Project
• Quote for new material lift
• Letter confirming Affordable Housing Trust Funds
• Letter confirming Community Based Housing Funds
• Letter confirming Facilities Consolidation Funds
• Letter confirming State HOME funds
• Letter confirming Housing Stabilization Funds
• Letter confirming Low Income Tax Credits
• NHA 2018 Audit Report

October 5, 2020 - Joint meeting of the CPC and Planning and Development Board reviewed the NHA Project Presentation. The CPC unanimously voted to recommend funding for this project and the P&D Board approved the use of the requested CDBG funds at this time.

October 21, 2020 - CPC Recommendation for project funding docketed with the City Council.  

December 7, 2020 - City Council Order approves additional project funding.

Fronting on John F. Kennedy Circle
(Rear facing Jackson Road)
Newton Corner, MA 02458

Goals:

In a new building with two elevators and community space for utilities and supportive services, create 55, permanently affordable one-bedroom rental units for residents at least 62 years old, restricted by income as follows: 11 units for households with up to 30% of the Area Median Income (AMI); 21 units for households with up to 60% AMI; and 23 units for households at up to 99% of AMI. 3 units will be fully accessible and 4 will be designated for households that have been homeless or are at risk of homelessness.

Funding:

(Updated to reflect 7 June 2018 proposal #3 below)

Funding Process:

2016-17

• 26 February 2016 - Pre-proposal ($1 million in CPA funding)
• 10 March 2016 - Minutes of the CPC's pre-proposal discussion
• 22 March 2017 - Newton Housing Authority update to CPC
• 15-31 May 2017 - Revised pre-proposal ($2 million in CPA funding)
• 16 June 2017 - Phase 2 site environmental assessment
• 16 June 2017 - Market analysis (estimating effective demand for these units)
• 7 July 2017 - Full proposal #1, requesting $2 million in CPA funding for 42 units
  
  • Project overview, including: project description, photos, maps, budgets, environmental mitigation plans, and procurement process (added 2 August 2017)
  • Project design (elevations and basic floor plans); detailed floor plans (separate file)
  • Accessibility: accessible features of this project; Housing Authority reasonable accommodation/modification policies for tenants with disabilities
  • Project marketing analysis & plans: summary of full market analysis above, plus affirmative marketing & tenant selection plans for this project
  • Project team qualifications: Housing Authority fair housing record, Board of Commissioners, staff qualifications; experience and resumes for project development consultant, owner's project manager, and project architect
  • Project sponsor capacity: Housing Authority financial statements and operating budgets
• 4 August 2017 - Letters to the CPC about this proposal (League of Women Voters, Council on Aging, Fair Housing Committee)

2017-18

• 20 December 2017 - 9 January 2018 - Full proposal #2, requesting $2.5 million in CPA funding for 55 units; including project budgets, sponsor finances, design & construction summary, zoning & permitting summary, letters of support submitted by sponsor, and updated project images & floor plans
• 25 January 2018 - Community letters received to date (not submitted by proposal sponsor)
• 19 February 2018 - CPC proposal #2 funding recommendation, later placed on hold at the Housing Authority's 4 April 2018 request
• 7-21 June 2018 (minor corrections July 2018) - Full proposal #3, requesting $3 million in CPA funding for 55 units, including: updates on site control & permitting, project budgets, slightly updated site & floor plans (showing two elevators), project accessibility, fair housing, sponsor finances, and letters of support submitted by sponsor
• 26 July 2018 - CPC proposal #3 funding recommendation to City Council
  
  • 10 July 2018 CPC minutes, including staff-recommended funding conditions for this project's grant agreement
• 23 January 2018, updated October 2018 - Presentation to CPC public hearing (updated to reflect presentation to Planning & Development Board, for CDBG request)
• 15 October 2018 - City Council order (appropriation)
  
  • Note: These CPA funds can only be released through a grant agreement. The CPC has asked the Housing Authority to request a second CPC vote authorizing execution of this agreement once all funding required to complete the project has been committed.

Project News

• 1874-1929 - Historic maps of the project area
• 7 May 2018 - City Council revision of prior Jackson Gardens Special Permit, required for current Haywood House project to proceed
• 26 July 2018 - Haywood House project Comprehensive Permit
• 4 February 2020 - State funding awarded, including Low-Income Housing Tax Credits (LIHTC)

Sites throughout the city. See map submitted with the proposal.  

Goals

Preserve the 33 units of scattered-site, deed-restricted rental housing developed throughout the City by CAN-DO (Citizens for Affordable Housing in Newton Development Organization), by reducing bank debt and addressing deferred capital needs under Newton Housing Authority ownership and management.

Funding

(Updated 31 January 2020, based on 29-31 January 2020 submission below)

Funding Process

• 24-25 June 2019 - Pre-proposal
  
  • Pre-proposal, including: project summary, property descriptions, maps & budgets
  • CAN-DO portfolio capital needs assessment, completed in November 2018 for the Newton Housing Authority, including photos of CAN-DO properties
• 2 January 2020 - Full proposal, divided into the following files:
  
  • Proposal with attachments, including: project summary, map & description of CAN-DO's scattered-site housing portfolio, market analysis, project team qualifications, affirmative marketing and fair housing policies, letters of support; please note revisions below submitted 29 January 2020
  • Project finances, including: sources, uses, and 20-year projections for operating income, operating expenses, replacement reserves and capital needs; please note revisions below submitted 29 January 2020
  • Organizational information for both the Housing Authority and CAN-DO, including: organizational charts, audits or financial statements, and a description of the Housing Authority's own scattered-site "management portfolio"
• 29 January 2020 - Revised funding request and project finances, including the updated proposal
• 31 January 2020 - Letters and memos about this proposal (Newton Housing Partnership, Planning & Development Dept. staff, community letters)
• 11 February 2020 - CPC public hearing presentation
• 11 February 2020 - The CPC voted to recommend the requested funding. The Recommendation has been sent to the City Council, which has referred the project to its Land Use and Finance Committees for review.
• 10 March 2020 - Land Use Committee approved the CPC's project recommendation
• 23 March 2020 - Finance Committee approved the CPC's project recommendation. As part of this approval, the Finance Committee requested a letter confirming the loan interest rate. A revised Term Sheet for the loan was also provided.
• 9 April 2020 - City Council Order approving CPA funding recommendation
• February 8, 2022 - Final Report and Updated Budget were submitted and a PowerPoint Presentation given to the CPC by NHA Executive Director Amy Zarechian. The CPC unanimously voted to accept the final report as submitted and consider the project to be complete.

52-54 Wyman Street
Waban, MA 02468

Goals

Create 10 deed-restricted, 2-bedroom units of rental housing that will be permanently affordable to households with up to 50 percent of the area median income, in a 1950s building in the village center of Waban, on the MBTA's Green Line.

Funding

Funding Process

2004

• October 2004 - Proposal, with
  
  • Map/photos
  • Information on project financing
• 10 December 2004 - Planning Dept. staff memo
• 15 December 2004 - CPC funding recommendation (revised April 2005)

2005

• 19 April 2005 - CPC memo to Board of Aldermen on tenant income levels
• 19 April 2005 - Board order (appropriation)

Project News

• 27 July 2005 - Project grant agreement
• May 2009 - Confirmation of total project costs