Cabot House Museum Renovation Project Budget Beverly, Massachusetts 10/29/2020

City of Beverly Community Preservation Committee c/o Planning and Development Department Beverly City Hall, 191 Cabot Street Beverly, MA 01915 Staff Contact: Denise Deschamps Email: [email protected] Phone: 978-605-2356 CPC Website: www.beverlyma.gov/boards-commissions/community-preservation-committee/

2020-2021 CPA PROJECT FUNDING APPLICATION

Deadline: Ten double-sided copies and one electronic copy in PDF format of the application and supporting materials must be submitted on or before Noon on Tuesday January 12, 2021 to the address above.

Section 1: General Information

1/7/21 Project Title: Cabot House HVAC upgrades Date: Project Location/Address: 117 Cabot Street Beverly

IF DIFFERENT FROM APPLICANT Name of Applicant: Susan Goganian Name of Owner: Organization: Historic Beverly Mailing Address: Contact Person: same Telephone: Mailing Address: 117 Cabot Street, Beverly 01915 Email: Telephone: 978-922-1186 x204 Email: [email protected]

Section 2: CPA Project Category and Purpose Please CHECK all CPA Categories and Purposes that you believe apply to this project. Refer to the “Community Preservation Fund Allowable Spending Purposes” chart for definitions of CPA eligible project categories and purposes:

CPA CATEGORY - OPEN SPACE CPA CATEGORY - RECREATION PURPOSES: PURPOSES: Acquisition Acquisition Creation Creation Preservation Preservation Rehabilitation/Restoration** Rehabilitation/Restoration

CPA CATEGORY - HISTORIC RESOURCES CPA CATEGORY - COMMUNITY HOUSING PURSPOSES: PURPOSES: Acquisition Acquisition Preservation Creation X Rehabilitation/Restoration Preservation Support Rehabilitation/Restoration** **If acquired with CPA funds Page 1 Section 3: Budget and Funding Request Summary Information

Total Project Cost: $ 1,2 72,911 CPA Funding Request: $ 175,000

CPA Funding Request as percentage of Total Project Cost: 14

Section 4: Project Narrative

Please attach a detailed project narrative that addresses each of the following items. The narrative should not exceed 5 typed pages. Double-sides copies would be appreciated. The Community Preservation Fund Allowable Spending Purposes Chart and General and Category Specific Evaluation Criteria can be found in the 2020-2021 CPA Round 8 Application Process Information and Instructions document.

a. Project Description and Goals: Please provide a thorough description of the project. What will the project accomplish? What goals will the project achieve?

b. CPA Eligibility: Please describe how the project complies with the project categories and purposes you selected in Section 2. Please refer to the “Community Preservation Fund Allowable Spending Purposes” chart for definitions of CPA eligible project categories and purposes.

c. General and Category Specific Evaluation Criteria: Please identify the General and Category Specific Evaluation Criteria that this project addresses. Briefly describe how your project addresses the criteria you have identified. Preference will be given to proposals that address multiple criteria.

d. Community Need and Public Benefit: Please describe why the project is needed and how the community will benefit from this project. When developing your answer consider who in the community will directly benefit from the completed project and what resources will be protected because of this project.

e. Applicant/Organization Background: Please provide a brief description of the applicant/organization’s profile and project history. Explain the applicant/organization’s ability and capacity to undertake and successfully execute the project. Where possible, highlight other projects of a similar scope and scale that the applicant/organization has successfully implemented.

f. Project Partners: Please identify any partners involved in this project and describe the specific role the partner will play. Please attach commitment letters from funding partners, including in-kind service providers.

g. Public Support: Please describe any public support or endorsements the project has received from community groups, organizations, municipal boards, committees, commissions, departments, and/or individual community members. Please attach letters of support or endorsement to demonstrate the public support you have described. Preference will be given to proposals that can demonstrate community support.

h. Site Control: Do you as the applicant/organization currently own or control the project location? • If yes, please affirm control of the site in the project narrative and attach documentation that demonstrates ownership or control of the project location (e.g. Purchase and Sale Agreement, option, deed). • If no, please describe in detail the Owner’s role and responsibilities related to this project. If the applicant/organization does not have site control, the Owner must co-sign the application and provide a written and signed confirmation of their project role and responsibilities.

Page 2 [NOTE: If the property is owned or the project must be managed by the City of Beverly or another public entity, then Massachusetts General Laws related to procurement (purchasing) and federal health and labor standards apply. Please refer to Section VI. in the 2020-2021 CPA Round 8 Application Process Information and Instructions document for detailed information. It is important to understand these requirements as they may impact your budget and project schedule.]

i. Feasibility: List and explain all actions or steps that will be required for completion of the project (e.g. 21E environmental assessments; zoning, planning board, conservation commission permits and/or approvals; easements or restrictions; subordination agreements; etc.).

j. Maintenance and Long-Term Preservation: What type of ongoing maintenance and upkeep will be required once the project is complete? Please identify the individual or entity that will be responsible for these activities and include detailed maintenance costs, if applicable, and funding and revenue sources, if any. Explain any specific guarantees that will assure long-term preservation of the project.

k. Maps and Visual Materials:, Please attach plans, maps, photos, architectural drawings, specifications, or any other visual aids to help describe the project to the Committee (e.g. USGS topographic map, assessors map, GIS/aerial photo maps, photographs, renderings or design plans, etc.).

Section 5: Project Budget

Please complete the Project Budget Form on Page 5 of this application.

• Under “Sources of Funding” identify all sources of funding you are pursuing for this project. Indicate the amount and status of each identified funding source (i.e. secured, requested, in-kind), including CPA funding.

• Please attach award letters, notifications, or letters of commitment for secured funding sources and in- kind service providers.

• Under “Itemized Project Expenses” itemize all expenses associated with the project. Identify the amount of each expense and indicate if CPA funds will directly fund that expense.

• “Total Project Funding” should match “Total Project Cost”.

• It is IMPORTANT to attach supporting documentation to substantiate identified costs. Applicants must obtain and attach professionally prepared quotes for project costs whenever possible. If such quotes are not available, a detailed cost estimate may be attached instead, provided that the basis of the estimate is fully and clearly explained.

• For Community Housing projects please also submit a development budget and a “sources and uses” budget. For home ownership projects, please include an affordability analysis. For housing rental projects, please include a five-year operating budget.

Section 6: Project Schedule

Please complete the Project Schedule Form on Page 6 of this application.

• Identify and describe each significant step of the project, noting all project milestones, the date on which the step of the project will commence, and the anticipated project completion date.

Page 3 Section 7: Additional Information

If applicable and appropriate, additional information or supporting documentation should also be attached. If supporting documents total 10 pages or more, an electronic copy (PDF) of said documents must be provided. Supplemental information may include, but not be limited to:

• Natural resource features • Historic structure report or existing conditions report • For “Historic Resources” projects ONLY, the applicant must obtain a Determination of Historic Significance from the Beverly Historic District Commission. • For projects involving construction, restoration, or rehabilitation, please include evidence that appropriate professional standards will be followed. • Any other information the applicant considers important or useful in the Committee’s evaluation of the proposal.

Section 8: Required Applicant/Owner Signatures

I, the applicant, certify, under the pains and penalties of perjury, that the information set forth in this application is true and complete to the best of my knowledge:

Applicant’s Signature: Date: _1/7/21______

IF THE APPLICANT IS NOT THE OWNER OF THE PROPERTY TO WHICH CPA FUNDING WOULD BE APPLIED THEN THE OWNER MUST ALSO SIGN THIS APPLICATION.

Owner’s Signature: Date: ______(If Different from Applicant)

Page 4 2020-2021 CPA PROJECT FUNDING APPLICATION Project Budget Form

Project Title: Cabot House HVAC upgrades Applicant Contact Person: Sue Goganian Applicant Organization: Historic Beverly

SOURCES OF FUNDING Percentage of Total Status (i.e. secured, requested, in- Source Amount Project Funding kind) Community Preservation Act Fund 175,000 14 Requested MA Cultural Facilities Fund 200,000 16 Requested Amelia Peabody Foundation 100,000 8 Requested Private funds 400,000 32 Secured Campaign appeal 358,071 27 To be requested Collections move (staff) 12,000 1 Inkind Staff Oversight 27,840 2 Inkind

Total Project Funding: $ 1,272,911

ITEMIZED PROJECT EXPENSES - TOTAL PROJECT COST Expense Amount* To be funded by CPA? Y/N Please refer to the “Allowable Spending Purposes” chart Construction costs $1,233,071 Y Direct Staffing costs $ 12,000 N Supervisory Costs (director 1 day/20 weeks $ 27,840 N N

Total Project Cost: $ 1,272,911

* Applicants must obtain and attach professionally prepared quotes for project costs whenever possible. If such quotes are not available, a detailed cost estimate may be attached instead, provided that the basis of the estimate is fully and clearly explained.

For Community Housing projects: Please also submit a development budget and a “sources and uses” budget. For home ownership projects, please include an affordability analysis. For housing rental projects, please include a five-year operating budget.

Please Note: If the project is approved, the applicant must agree to and sign a Memorandum of Understanding (MOU). Funds will be disbursed based on the conditions of the MOU executed as part of the project award.

Please feel free to photocopy or recreate this form if more room is needed.

Page 5 2020-2021 CPA PROJECT FUNDING APPLICATION Project Schedule Form

Project Title: Cabot House HVAC upgrades Applicant Contact Person: Sue Goganian Applicant Organization: Historic Beverly

Please provide a project timeline below. Identify and describe each significant step of the project, noting all project milestones, the date on which this step of the project will commence, and the anticipated project completion date. Please note that schedule is tentative until contractor is chosen and funding is in place.

Estimated Date Activity Project Start 6/1/21 Move collections from attic/other spaces; selective demolition

7/15/21 Collections move completed Project Milestone

8/1/2021 New storm windows installed, HVAC installed, elec upgrades

50% Completion 10/01/21 Window and HVAC installation completed

12/01/2021 Construction completed, interior/exterior patching and painting Project Milestone 12/01/2021 HVAC system balancing, collections move completed, replacement of handicap ramp

Project Completion 12/31/2021

Please feel free to photocopy or recreate this form if more room is needed.

Page 6 Application Materials Checklist

 Completed CPA Funding Application form, including:  Project Narrative  Project Budget Form  Project Schedule Form  Applicant’s Signature  Owner’s Signature (If the applicant is not the owner of the property to which CPA funding would be applied)

 Supporting Documentation, including but limited to:  Professionally prepared quotes for project costs OR detailed cost estimates  Commitment letters from funding partners, including in-kind service providers  Letters of support or endorsement from community groups, organizations, municipal boards, committees, commissions, departments, and/or individual community members  Evidence of Site Control  Purchase and Sale Agreement, option, deed; OR  Owner’s written and signed confirmation describing their project role and responsibilities

 Maps/Visual Materials, including but not limited to:  Plans  Maps (USGS topographic map, assessors map, GIS/aerial photo maps)  Photos  Architectural drawings/Renderings/Design plans

 Additional Materials, including but not limited to:  Historic structure report or existing conditions report  For Historic Resources projects - Determination of Historic Significance from the Beverly Historic District Commission -  For projects involving construction, restoration, or rehabilitation - Evidence that appropriate professional standards will be followed -  For Community Housing projects - Development budget and a “sources and uses” budget.  For Community Housing/Home Ownership projects - Affordability analysis  For Community Housing/Housing Rental projects - Five-year operating budget

Page 7

Project Description and Goals

The purpose of this project is to upgrade the cooling and ventilation system in the Cabot House, fully condition object storage spaces, and improve the energy efficiency of the historic structure.

Historic Beverly has been collecting objects and documents related to Beverly history for more than 120 years. In scope, the collection covers war and peace, slavery, daily life and entertainment, transportation, immigration, women’s contributions, the evolution of the landscape and the built environment. Fine art, personal letters, business records, church history, education and recreation, and many thousands of images provide a window into the past and help to inform the future.

The Cabot House, built in 1781, is the only one of our properties with the space to hold our collections and to offer programming for more than a few people. The lack of air- conditioning has had a negative impact on our collections and the comfort of our staff, volunteers and visitors for a long time. Now, the pandemic has exposed the risks inherent in a space with no way to ventilate other than opening windows.

The project will install upgraded HVAC for the Cabot House, full conditioning (including humidity control) for 3rd floor object storage and attic insulation and storm window replacement to increase energy efficiency.

Collection Care Goals

Improved HVAC at the Cabot House is vital to the preservation of the collection. At present the air within the gallery spaces, as well as the storage spaces does not allow for air to circulate freely. When the climate temperatures fluctuate to extremes of too warm or too cold, it sets up the ideal climactic conditions for mold and fungal growth and it encourages pest infestation.

The recommended temperature range for collection preservation is between 55° F and 65° F. Historic Beverly’s uncontrolled, volatile climate environment runs extreme fluctuations of temperatures running between 40° F to 85° F throughout the year.

The recommended relative temperature to humidity range (rH) for general collections storage is 25% to 35%, with some archival collections tolerating up to 40%. Historic Beverly’s rH range runs between 19%-67% throughout the year.

An unstable level of humidity can lead materials to swell (in high humidity) and contract (in low humidity).This swelling and contraction of the material causes stress on the connecting fibers, gradually weakening them causing embrittlement; flaking oil paintings and wood furniture are a good example of expansion and then subsequent contraction. Some materials may show some efflorescence of salts as they crystallize after being dissolved. Fluctuations shouldn’t be more than +/- 3% relative humidity within a 24 hour period.

High rH can also lead to mold and fungal growth at levels over 70%, and encourage pests. Emulsions on photographs can adhere to sleeves or other photographs. Metals can rust as a result of high moisture content. High moisture levels are also linked with the ‘crizzling’ of glass, producing small cracks in the surface which appear to haze the finish.

Low rH causes materials to dry out and contract. Glues and repairs may dry out, become brittle and break; this includes veneers on wooden objects which may lift.

Creating fully-conditioned collection spaces will significantly alleviate these problems, which will allow us to better care for our collections.

Temperature and humidity swings, 3rd floor storage, July 2019

Public Health Goals

The current health crisis has accentuated the need for adequate ventilation of the building; even after the immediate threat passes, expectations for safer ventilation systems will remain. The Cabot House is heated by a steam boiler system of radiators that was installed during the turn of the last century. The building is not currently air conditioned; a small vault does provide better control for a limited number of historic documents. This existing system is not equipped to provide any of the fresh air movement and filtration that is key to the reduction of virus particles that spread through stagnant air. The proposed HVAC system will ensure circulation of fresh air movement, and reduce the spread of airborne pathogens. The system is easily accessed to be replaced every two years as part of the entire HVAC system’s routine maintenance. Programmatic Goals

The lack of air-conditioning makes the Cabot House virtually unusable a few months each year. No programs are scheduled due to the heat, few researchers want to enter the building, and staff and volunteers are uncomfortable. Adequate cooling will allow us to offer 25% more programming each year, improve research conditions, and improve working conditions.

Due to the historic nature of the building, significant time has been invested to determine the best system and optimal installation plan. The proposed system is a good choice for a historic building because it is minimally intrusive and will have very limited impact on the interior finishes. The compact size of localized fan coil units allows them to be vertically stacked and located inside existing closet spaces, thus minimizing the need for ductwork.

Although exterior storm windows were an unfortunate decision many years ago, upgrading these existing windows will improve energy efficiency, as will installing insulation in the attic.

CPA Eligibility

The Cabot House is a historic resource and this project involves capital improvements to

Protect historic resources (the structure and collection)

Improve functionality by installing climate control and improved ventilation

Evaluation Criteria

This project will be funded by other public and private funds, and a grant from CPA will provide a match to access some of those funds. It will protect threatened resources (museum collection), provide a public benefit by making the building safer and more comfortable for visitors, and has support from the community. Specific criteria achieved by this project include:

Preservation of historic and cultural resources

Protection of the historic function of a historic resource

Community Need and Public Benefit

The community needs to preserve the tangible evidence of its history; once it’s gone it is gone forever. Installing climate control in our collections storage will ensure that our object collections are preserved for the long term, to be enjoyed and learned from for generations. Minimizing temperature swings in our exhibit galleries will allow us to exhibit textiles and documents that cannot be safely displayed now.

There are both immediate and long-term public benefits from this project. As soon as the project is complete, the Cabot House will be a more comfortable place to work, volunteer, and visit. Improved conditions for Historic Beverly’s collection of objects and documents related to local history provides a benefit to generations of Beverly residents, researchers and visitors. Students of all ages, educators, writers and those who love history use our collections. The tangible evidence of history holds great meaning and promotes understanding of the past, present, and future. This project will ensure that the collections will endure for many years.

Organization Background

In 1891, the Beverly Historical Society was founded by a group of residents who cared about the city’s history. The 1781 John Cabot House has been its headquarters since 1892 and serves as a regional visitor center. Now known as Historic Beverly, the mission of the organization is to share Beverly’s history with everyone through our 3 houses 5 centuries and thousands of stories.

Decorative objects brought back from Asia by Beverly merchants; the papers of William Bartlett, George Washington’s naval agent; paintings by noted artists, and historic images are among the treasures held by Historic Beverly. The collection is strong in 19th and 20th century history, including the United Shoe Machinery Corporation and the immigrants who came to Beverly during that period.

We focus on the preservation of objects and documents related to Beverly history, including our three properties. Through all our activities, we nurture a love for history, and a sense of stewardship for the tangible evidence of that history so that it will be preserved for future generations. We actively collect, acquiring about 1000 new items yearly. We provide research services to scholars, teachers, and students, as well as to members of the public researching their family history, their neighborhood or other aspects of the city's story. The Cabot House features exhibits on all aspects of Beverly history, and our programs include lectures, walking tours, fieldtrips, and special events. The organization is committed to the preservation of its sites and collections, and will carry out this project appropriately.

Project Partners

Although we have support from a number of individuals and entities, none would be considered partners in this project. Public Support

Support letters are included from Gin Wallace, Director of Beverly Main Streets; Annie Harris, Director of Essex Heritage; Tiffany Collins, president of the Ward 2 Civic Association and Christina Prochilo, Beverly resident and archivist at Historic New England. A letter of support is forthcoming from Allison Babin, Beverly Public Library Director.

Site Control

The organization has owned the Cabot House since it was bequeathed to the Beverly Historical Society by Edward Burley in 1892.

Feasibility

Historic Beverly will apply to the Historic District Commission for approval for the minimal expected impacts on the historic exterior. This is the first phase of a much larger project to renovate/replace the 19th century addition. As part of the planning process for the overall project, we have already done hazardous materials, geotechnical, topographical, architectural and engineering studies. Considerable time has been spent to design an installation plan that has little to no impact on the historic interior. Given the pandemic, the Cabot House is not currently being used for programs, so this is a good time for a project that will disrupt interior spaces. Historic Beverly will keep research services open as possible; collections will be accessible to staff if necessary.

Maintenance and Long-term Preservation

Annual maintenance costs associated with the new systems will be built into the Historic Beverly operating budget. Cyclical maintenance costs are part of the overall plan for maintenance of the Cabot House; we are currently building a dedicated endowment for that purpose. Until that is fully funded, unrestricted endowment funds will be used for any cyclical needs such as system replacement. Cabot House Museum Renovation Project Budget Beverly, Massachusetts 10/29/2020

Totals Notes General Construction Cost: 2 Story Additon w/ Basement

HVAC, Electrical, Attic Insulation, Exterior Paint, Storm Renovation 11,593 s.f x $77.04 / s.f. $893,071 Windows, Exterior Ramp

Program Contingency (allowance) $100,000

Sub Total Estimated Construction Cost $993,071

Professional Fees

Includes Architectural, Structural, Electrical, HVAC, A/E Fees $80,000 Plumbing, On-Site Civil Engineering/Landscape Arch.

Includes Lighting, Acoustical, Estimating, Climate Special Consultants/Additional Services (allowance) $15,000 Control and additional A/E services as needed

Allowance for reimbursable expenses; printing, Reimbursable Expenses (allowance) $5,000 postage, travel, etc. Sub Total Estimated Professional Services Cost $100,000 TOTAL ESTIMATED COST FOR DESIGN AND CONSTRUCTION $1,093,071

Furnishings/ Equipment and Technology

Compact Storage $20,000

Technology (allowance) $10,000 TOTAL ESTIMATED COST FOR FF&E AND TECHNOLOGY $30,000 Owner's Costs

Administrative/ Legal/ Insurance (allowance) $30,000

Owner's Transition Costs (allowance) $10.000

Project Administration (allowance) $20,000

TOTAL ESTIMATED OWNER'S COSTS $60,000 ESTIMATED SUB TOTAL PROJECT BUDGET : $1,183,071 Owner's Contingency $50,000

ESTIMATED TOTAL PROJECT BUDGET : $1,233,071

Mount Vernon Group, Inc. SCHEMATIC DESIGN COST REPORT

Renovation at Cabot House Museum

October 19, 2020

Fennessy Consulting Services 27 Glen Street, Suite 8, Stoughton, MA 02072 www.fennessyconsulting.com October 19, 2020

Rafal Toczko Mount Vernon Group Architects 35 Center Street Suite 210 chicopee, MA 01013

CABOT HOUSE MUSEUM - Renovation, Beverly, MA

Dear Rafal:

Please find enclosed our Construction Cost Model for the above referenced project based on schematic design information prepared by you and your design team, dated October 6, 2020.

The financial summary of this cost model is outlined below, however we recommend you review the Executive Summary to fully understand the basis of this report and the included and excluded financial impacts contained therein.

Const. Start Gross Floor $/sf$/sf$/sfEstimated Cost AreaAreaArea

Renovation Mar-21 11,593 $70.59 $818,339 Associated Site Mar-21 $74,732

ESTIMATED CONTRACT AWARD 11,593 $77.04 $893,071

Alternates

Bidding conditions are expected to reflect competitive bidding to pre-qualified general contractors, open bidding to prequalified sub-contractors, open specifications for materials and manufactures.

This estimate includes all direct construction costs, general contractor’s overhead and profit and design contingency. Cost escalation impacts have been included in this report.

Excluded from the estimate are: construction contingency, hazardous waste removal, loose furnishings and equipment, architect’s and engineer’s fees, moving, administrative and financing costs. Please refer to Exclusions section of the attached report for further information.

Fennessy Consulting Services 27 Glen Street, Suite 8, Stoughton, MA 02072, T: 781.344.4464 F: 781.344.4452 www.fennessyconsulting.com The estimate is based on merit (non-union) wage rates for construction in this market and represents a reasonable opinion of cost. It is not a prediction of the successful bid from a contractor as bids will vary due to fluctuating market conditions, errors and omissions, proprietary specifications, lack or surplus of bidders, perception of risk, etc. Consequently the estimate is expected to fall within the range of bids from a number of competitive contractors or subcontractors, however we do not warrant that bids or negotiated prices will not vary from the final construction cost estimate.

If you have any questions or require further analysis please do not hesitate to contact us.

Sincerely,

Seamus Fennessy MRICS Principal/Owner

Enclosures

Cabot House Museum Renovation 19-Oct-20 Page 2 of 2 CABOT HOUSE MUSEUM Contents Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

Page No.

Executive Summary 1

Basis of Cost Report 4

Exclusions 6

Areas Calculation 7

Overall Summary 8

Renovation 9

Associated Site 15

CSI Summary 18 CABOT HOUSE MUSEUM Executive Summary Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

The Project

The existing building (10,000 gsf) will receive a new fire protection system, mechanical upgrades and improvements to the fire alarm and small power systems..

Site work includes repairs to existing site disturbed by new work and the construction of a new access ramp.

Financial Status Our construction cost model for the entire project is in the order of $893K . Within this total we are including $94K of contingencies and escalation.

RiskRiskRisk A formal risk analysis has not been performed for this project. Some risk factors to be considered at this time include: - Design Contingency - Escalation/Market risk - Construction/Payment default - Approvals process/Funding

Design Contingency This construction cost model is based on schematic drawings and specification. Due to this incomplete nature of the design we have utilized historic data and personal experience to complete this cost model. To help alleviate possible cost increases as a result of design completion we recommend a design contingency of 10%.10%. We have included this contingency in our cost model. As design progresses this contingency will reduce.

Escalation/Market Risk It is too early to determine the effects of the current Covid19 virus on construction costs going forward. It is our opinion that material priced will start to decline. Labor, especially union labor will continue to increase due to agreed wage rate increases. In addition to this there may be labor shortages as projects start to go on accelerated schedules to complete (making those project more attractive to available labor - overtime). This could result in premiums to attract labor to other projects.

Labor practices are likely to change, at least in the short term, resulting in a lower production output. Lower production results in longer construction durations. Lower production and longer construction durations will result in increased construction costs.

Page 1 CABOT HOUSE MUSEUM Executive Summary Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

Some projects will be cancelled. This could result in more competitive bids in some trades by subcontractors pricing low to replace lost backlog or to simply to stay in business. This may help counteract some price increases but will only be prevalent in competitive bid projects and may not occur in negotiated or construction management projects.

Assuming a large reduction in market escalation would be unwise and risky. We recommend and have included an escalation factor of 1.8%. This is based on an annual escalation factor of 4%, a drop from the previous 5% that we were recommending/experiencing. As we move closer to bid date we will continue to review and adjust the escalation factor as appropriate.

Construction/Payment Default Due to the factors mentioned above there is likely to be an increased risk that contractors and material suppliers could cease to exist. We highly recommend that each project has adequate protection in the form of sub guard (preferred) or bonding for both performance and payment. The current estimate includes for subcontractor bonding.

Approvals Process/Funding. For the purpose of this report we have included both of these categories together. The risk here is that the funding and approvals process will take significantly longer than expected and hence subject this project to increases in price escalation. We have not included any such pressures in this cost model.

Peer/Comparable Projects Fennessy Consulting Services does not like to compare individual projects against some perceived cost/sf. Our reasoning for this is based on the fact that no two projects are the same and as such a typical cost/sf is not all that applicable or reliable.

Page 2 CABOT HOUSE MUSEUM Executive Summary Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

That been said, as a quality control measure we do make comparisons of the various building systems and components that make up this estimate with others to verify that nothing is out of the ordinary. When and if we come across an abnormal system cost we double check this system cost to ensure its accuracy. If it remains abnormal then we draw attention to it as it may become a value engineering target.

Page 3 CABOT HOUSE MUSEUM Basis of Cost Estimate Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

Cost Estimate Prepared From Dated Received Drawings issued for Schematic Design 10/08/20 10/08/20 Discussions with the Project Architect and Engineers

Conditions of Construction The pricing is based on the following general conditions of construction A start date of March 2021 A construction period of 2.5 months The general contract will be competitively bid to qualified general contractors and main subcontractors There will not be small business set aside requirements The contractor will be pay merit (non-union) wage rates. There are no phasing requirements The general contractor will have full access to the site during normal business hours

The Cost Plan is based on the following conditions: The costs in this report covers construction costs only calculated at current bidding price level (reflecting the current projected construction schedule) with a separate allowance for cost escalation.

Cost escalation is included to the mid point of the construction schedule. Unit rates in the body of the report include appropriate escalation allowances to deliver specific trades within the prescribed schedule if the project were to commence today.

Cost associated with additional escalation required for future start date are included as a below the line markup. This report has included this additional escalation to the scheduled start date of construction noted in this report.

Bidding Process - Market Conditions This document is based on the measurement and pricing of quantities wherever information is provided and/or reasonable assumptions for other work not covered in the drawings or specifications, as stated within this document. Unit rates have been obtained from historical records and/or discussion with contractors. The unit rates reflect current bid costs in the area. All unit rates relevant to subcontractor work include the subcontractors overhead and profit unless otherwise stated. The mark-ups cover the costs of field overhead, home office overhead and profit and range from 15% to 25% of the cost for a particular item of work.

Page 4 CABOT HOUSE MUSEUM Basis of Cost Estimate Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

Pricing reflects probable construction costs obtainable in the project locality on the date of this statement of probable costs. This estimate is a determination of fair market value for the construction of this project. It is not a prediction of low bid. Pricing assumes competitive bidding for every portion of the construction work for all subcontractors and general contractors, with a minimum of 5 bidders for all items of work. Experience and research indicates that a fewer number of bidders may result in higher bids, conversely an increased number of bidders may result in more competitive bids.

Page 5 CABOT HOUSE MUSEUM Exclusions Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

The following cost items have been excluded from this report. Many of these will in fact be required and should be budgeted within the "Soft Cost" component of the project budget

- Owner supplied and installed furniture, fixtures and equipment - Loose furniture and equipment except as specifically identified - Security equipment and devices - Audio visual head-end equipment and devices - Work to fire alarm systems or to privide sprinklers. - Compression of schedule, premium or shift work, and restrictions on the contractor's working hours - Design, testing, inspection or construction management fees - Architectural and design fees - Scope change and post contract contingencies - Assessments, taxes, finance, legal and development charges - Environmental impact mitigation - Builder's risk, project wrap-up and other owner provided insurance program - Land and easement acquisition - Cost escalation beyond a start date of March 2021

Page 6 CABOT HOUSE MUSEUM Areas Calculation Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

SF SF RENOVATION Basement 2,500 Level 1 3,405 Level 2 3,188 Level 3 2,500 TOTAL GROSS FLOOR AREA 11,593

ASSOCIATED SITE Site Preparation 1,900 Site Development 1,900

Page 7 CABOT HOUSE MUSEUM Overall Summary Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020

Renovation Associated Total SiteSiteSite A10 FOUNDATIONS $0 $0 $0 A20 BASEMENT CONSTRUCTION $0 $0 $0 B10 SUPERSTRUCTURE $30,625 $0 $30,625 B20 EXTERIOR CLOSURE $78,643 $0 $78,643 B30 ROOFING $20,890 $0 $20,890 C10 INTERIOR CONSTRUCTION $56,546 $0 $56,546 C20 STAIRCASES $0 $0 $0 C30 FINISHES $71,628 $0 $71,628 D10 CONVEYING SYSTEMS $0 $0 $0 D20 PLUMBING $0 $0 $0 D30 HVAC $219,432 $0 $219,432 D40 FIRE PROTECTION $0 $0 $0 D50 ELECTRICAL $55,630 $0 $55,630 E10 EQUIPMENT $0 $0 $0 E20 FURNISHINGS $0 $0 $0 F10 SPECIAL CONSTRUCTION $0 $0 $0 F20 SELECTIVE BUILDING DEMOLITION $42,000 $0 $42,000

Total Building Construction $575,394 $0$0$0 $575,394

G10 SITE PREPARATION $0 $5,949 $5,949 G20 SITE IMPROVEMENTS $0 $57,175 $57,175 G30 SITE MECHANICAL UTILITIES $0 $0 $0 G40 SITE ELECTRICAL $0 $0 $0 G90 OTHER SITE CONSTRUCTION $0 $0 $0

Total Site Construction $0$0$0 $63,124 $63,124

TOTAL BUILDING & SITE $575,394 $63,124 $638,518

MARKUPS $155,324 $5,158 $160,482 General conditions and project requirements 14.0% $87,500 $0 $87,500 Bond and insurance 2.0% $13,258 $1,262 $14,520 Building permit 1.0% $6,762 $644 $7,406 General contractor's head office overhead and profit 5.0% $47,804 $3,252 $51,056

PLANNED CONSTRUCTION COST Oct-20 $730,718 $68,282 $799,000

CONTINGENCIES/ESCALATION $87,621 $6,450 $94,071 Design and pricing contingency 7.5% $73,072 $5,121 $78,193 Gmp contingency 0.0% $0 $0 $0 Escalation to start date (March 2021) 4.0% $14,549 $1,329 $15,878

ESTIMATED CONTRACT AWARD Mar-21 $818,339 $74,732 $893,071 GFA 11,593 11,593 $/sf $70.59 $77.04

Page 8 CABOT HOUSE MUSEUM Renovation - Renovation Beverly, MA Summary SCHEMATIC DESIGN COST REPORT October 19, 2020 GFA 11,593 Total $/sf$/sf$/sf %%% A10 Foundations $0$0$0 $0.00 0.00% A1010 Foundations $0 $0.00 0.00% A1020 Special Foundations $0 $0.00 0.00% A1020 Slab on Grade $0 $0.00 0.00% A20 Basement Construction $0$0$0 $0.00 0.00% A2010 Basement Earthwork $0 $0.00 0.00% A2020 Basement Walls $0 $0.00 0.00% B10 Superstructure $30,625 $2.64 4.19% B1010 Floor Construction $0 $0.00 0.00% B1020 Roof Construction $30,625 $2.64 4.19% B20 Exterior Closure $78,643 $6.78 10.76% B2010 Exterior Walls $38,987 $3.36 5.34% B2020 Windows $39,656 $3.42 5.43% B2030 Exterior Doors $0 $0.00 0.00% B30 Roofing $20,890 $1.80 2.86% B3010 Roof Covering $20,890 $1.80 2.86% B3020 Roof Openings $0 $0.00 0.00% C10 Interior Construction $56,546 $4.88 7.74% C1010 Partitions $46,542 $4.01 6.37% C1020 Interior Doors $0 $0.00 0.00% C1030 Specialties $10,004 $0.86 1.37% C20 Staircases $0$0$0 $0.00 0.00% C2010 Stair Construction $0 $0.00 0.00% C2020 Stair Finishes $0 $0.00 0.00% C30 Finishes $71,628 $6.18 9.80% C3010 Wall Finishes $19,128 $1.65 2.62% C3020 Floor Finishes $0 $0.00 0.00% C3030 Ceiling Finishes $52,500 $4.53 7.18% D10 Conveying Systems $0$0$0 $0.00 0.00% D1010 Elevators and Lifts $0 $0.00 0.00% D1020 Escalators and Moving Walkways $0 $0.00 0.00% D1030 Other Conveying Systems $0 $0.00 0.00% D20 Plumbing $0$0$0 $0.00 0.00% D2010 Plumbing Complete $0 $0.00 0.00% D30 Heating, Ventilation and Air Conditioning $219,432 $18.93 30.03% D3010 HVAC, Complete $219,432 $18.93 30.03% D40 Fire Protection $0$0$0 $0.00 0.00% D4010 Fire Protection, Complete $0 $0.00 0.00% D50 Electrical $55,630 $4.80 7.61% D5010 Electrical, Complete $55,630 $4.80 7.61% E10 Equipment $0$0$0 $0.00 0.00% E1010 Commercial Equipment $0 $0.00 0.00% E1020 Institutional Equipment $0 $0.00 0.00% E1030 Vehicular Equipment $0 $0.00 0.00% E1090 Other Equipment $0 $0.00 0.00%

Page 9 CABOT HOUSE MUSEUM Renovation - Renovation Beverly, MA Summary SCHEMATIC DESIGN COST REPORT October 19, 2020 GFA 11,593 Total $/sf$/sf$/sf %%% E20 Furnishings $0$0$0 $0.00 0.00% E2010 Fixed Furnishings $0 $0.00 0.00% E2020 Loose Furnishings $0 $0.00 0.00% F10 Special Construction $0$0$0 $0.00 0.00% F1010 Special Structures $0 $0.00 0.00% F1020 Integrated Construction $0 $0.00 0.00% F1030 Special Construction Systems and Facilities $0 $0.00 0.00% F20 Selective Building Demolition $42,000 $3.62 5.75% F2010 Building Elements Demolition $11,000 $0.95 1.51% F2020 Hazardous Components Abatement $31,000 $2.67 4.24% TOTAL BUILDING CONSTRUCTION $575,394 $49.63 78.74% Markups $155,324 $13.40 21.26% General Conditions General conditions and project requirements 15.21% $87,500 $7.55 11.97% Bond and insurance 2.00% $13,258 $1.14 1.81% Building permit 1.00% $6,762 $0.58 0.93% Overhead and profit General contractor's head office overhead and profit 7.00% $47,804 $4.12 6.54% PLANNED CONSTRUCTION COST Oct-20 $730,718 $63.03 100.00% Contingencies/Escalation $87,621 $7.56 Contingencies Design and pricing contingency 10.00% $73,072 $6.30 Gmp contingency 0.00% $0 $0.00 Escalation Escalation to start date (March 2021) 1.81% $14,549 $1.25 ESTIMATED CONTRACT AWARD Mar-21 $818,339 $70.59

Page 10 CABOT HOUSE MUSEUM Renovation - Estimate Detail Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020 Quantity UnitUnitUnit RateRateRate Total

B1020 ROOF CONSTRUCTION Wood construction Wood substructure to existing attic floor 2,500 SF 8.00 20,000 Plywood decking 2,500 SF 4.25 10,625 Subtotal $30,625 X B2010 EXTERIOR WALL Exterior skin - wood Patch existing wood siding 161 SF 25.00 4,025 Paint to wood siding and trim 2,208 SF 3.00 6,624 Paint Scrape, prepare and paint to window trim 784 LF 3.00 2,352 Scrape, prepare and paint eaves 200 LF 40.00 8,000 Scrape, prepare and paint eaves at clapboard wing 98 LF 15.00 1,470 Scrape, prepare and paint entry porch 1 LS 4,000.00 4,000 Staging to facilitate painting 4,172 SF 3.00 12,516 Subtotal $38,987 X B2020 WINDOWS Aluminum windows and glazing Storm windows 3' x 6' 22 EA 900.00 19,800 3' x 3' 17 EA 495.00 8,415 2.5' x 6' 7 EA 840.00 5,880 4.2' x 6' 1 EA 1,025.00 1,025 7.9' x 6' 1 EA 1,400.00 1,400 Ancillaries Sealant 784 LF 4.00 3,136 Staging to facilitate storm window installation With exteiror wall Subtotal $39,656 X B3010 ROOF COVERING Existing attic space Insulation at attic floor 2,500 SF 4.00 10,000 Air/vapor barrier 2,500 SF 3.00 7,500 Miscellaneous roofing Down spouts 113 LF 30.00 3,390 Subtotal $20,890 X C1010 PARTITIONS Partitions, drywall Furring to basement wall 480 SF 10.20 4,896 Insulation in furred wall 480 SF 4.00 1,920 Air barrier in furred wall 480 SF 6.00 2,880 Mechanical shaft 276 SF 19.13 5,280

Page 11 CABOT HOUSE MUSEUM Renovation - Estimate Detail Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020 Quantity UnitUnitUnit RateRateRate Total

Patch at locations of mep systems and specialties/casework demolition 1 SF 30,000.00 30,000 Miscellaneous Sealants and caulking at partitions 11,593 SF 0.08 927 Rough blocking 213 LF 3.00 639 Subtotal $46,542 X C1030 SPECIALTIES Miscellaneous Backer panels in electrical closets 1 LS 150.00 150 Allowance for miscellaneous metals not identifiable at this stage 11,593 SF 0.75 8,695 Miscellaneous sealants throughout building 11,593 SF 0.10 1,159 Subtotal $10,004 X C3010 WALL FINISHES Existing building Patch walls after new mep installations 11,593 SF GFA 1.65 19,128 Subtotal $19,128 X C3030 CEILING FINISHES Existing building New soffits, and patching of ceilings after new mep work 7,500 SF GFA 7.00 52,500 Subtotal $52,500 X D3010 HVAC Equipment Air cooled condensing unit/heat pum HP-1, 27 tn 1 EA 55,000.00 55,000 Fan coil units 400 - 700 cfm 10 EA 1,900.00 19,000 1101 - 1600 cfm 2 EA 2,700.00 5,400 Fans Fans < 200 cfm 12 EA 2,200.00 26,400 Heaters Electric unit heaters 4 LS 2,000.00 8,000 Sheet metal Ductwork 2,225 LBS 14.00 31,150 Registers grilles & diffusers, including flexible connection where necessary 31 EA 265.00 8,215 Clean and paint existing grille 1 EA 200.00 200 Fire dampers/smoke dampers, access doors & other accessories 1 LS 500.00 500 Insulation Duct insulation 750 SF 5.00 3,750

Page 12 CABOT HOUSE MUSEUM Renovation - Estimate Detail Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020 Quantity UnitUnitUnit RateRateRate Total

Balancing Balancing 11,593 SF 0.75 8,695 Direct digital controls Automatic temperature control DDC 11,593 SF 4.00 46,372 Miscellaneous Demolition - cut and make safe 1 LS 2,000.00 2,000 Pipe and duct identification, equipment tagging 1 LS 500.00 500 Shop drawings 1 LS 750.00 750 Rigging & equipment rental 1 LS 3,500.00 3,500 Subtotal $219,432 X D4010 FIRE PROTECTION Wet pipe sprinkler system Not required Subtotal $0$0$0 X D5010 ELECTRICAL Service and distribution Meter 1 LS 1,200.00 1,200 400A panelboard 1 EA 7,500.00 7,500 Feeders 1 EA 2,000.00 2,000 Equipment Wiring Air cooled units 1 EA 5,500.00 5,500 Fan coil units 12 EA 1,100.00 13,200 Fans 12 EA 1,000.00 12,000 Electric heaters 4 EA 1,000.00 4,000 Lighting and branch power Duplex receptacle 15 EA 32.00 480 Branch wiring point; including device box & plate 15 EA 450.00 6,750 Fire alarm Not required Sub-trade temps/ gcs 1 LS 3,000.00 3,000 Subtotal $55,630 X F2010 BUILDING ELEMENTS DEMOLITION Interior demolition Minor demolition with existing building 1 LS 3,500.00 3,500 Remove MEP systems (excluding ductwork) 10,000 SF GFA 0.75 7,500 Subtotal $11,000 X F2020 HAZARDOUS COMPONENTS ABATEMENT Hazardous materials abatement Remove hazardous building materials 1 LS 31,000.00 31,000 Subtotal $31,000 X

Page 13 CABOT HOUSE MUSEUM Renovation - Estimate Detail Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020 Quantity UnitUnitUnit RateRateRate Total

MARKUPS General conditions and project requirements General conditions and requirements 2.5 MTH 35,000 87,500 Bond and Insurance 2.00% 662,894 13,258 Building permit 1.00% 676,152 6,762 Overhead and Profit Contractors overhead and profit (Fee) 7.00% 682,914 47,804 Subtotal $155,324 X CONTINGENCIES/ESCALATION Contingencies Design contingency 10.00% 730,718 73,072 GMP contingency 0.00% 803,790 Escalation Escalation to Start Date (March 2021) 1.81% 803,790 14,549 Subtotal $87,621

Page 14 CABOT HOUSE MUSEUM Associated Site - Renovation Beverly, MA Summary SCHEMATIC DESIGN COST REPORT October 19, 2020 GFA 2,316 Total $/sf$/sf$/sf %%% TOTAL BUILDING CONSTRUCTION $0$0$0 $0.00 0.00% G10 Site Preparation $5,949 $2.57 8.71% G1010 Site Clearing and Demolition $5,586 $2.41 8.18% G1030 Site Earthwork $363 $0.16 0.53% G1040 Hazardous Waste Remediation $0 $0.00 0.00% G20 Site Improvement $57,175 $24.69 83.73% G2010 Roadways and Parking Lots $7,185 $3.10 10.52% G2030 Pedestrian Paving $49,990 $21.58 73.21% G2040 Site Development $0 $0.00 0.00% G2050 Landscaping $0 $0.00 0.00% G30 Site Mechanical $0$0$0 $0.00 0.00% G3010 Mechanical Utilities $0 $0.00 0.00% G40 Site Electrical $0$0$0 $0.00 0.00% G4010 Electrical Utilities and Site Lighting $0 $0.00 0.00% G90 Other Site Construction $0$0$0 $0.00 0.00% G9010 Service and Pedestrian Tunnels $0 $0.00 0.00% G9090 Other Site Systems $0 $0.00 0.00% Total Site Construction $63,124 $27.26 92.45% TOTAL BUILDING & SITE $63,124 $27.26 92.45% Markups $5,158 $2.23 7.55% General Conditions General conditions and project requirements 0.00% $0 $0.00 0.00% Bond and insurance 2.00% $1,262 $0.54 1.85% Building permit 1.00% $644 $0.28 0.94% Overhead and profit General contractor's head office overhead and profit 5.00% $3,252 $1.40 4.76% PLANNED CONSTRUCTION COST Oct-20 $68,282 $29.48 100.00% Contingencies/Escalation $6,450 $2.78 Contingencies Design and pricing contingency 7.50% $5,121 $2.21 Gmp contingency 0.00% $0 $0.00 Escalation Escalation to start date (March 2021) 1.81% $1,329 $0.57 ESTIMATED CONTRACT AWARD Mar-21 $74,732 $32.27

Page 15 CABOT HOUSE MUSEUM Associated Site - Estimate Renovation Beverly, MA Detail SCHEMATIC DESIGN COST REPORT October 19, 2020 Quantity UnitUnitUnit RateRateRate Total

G1010 SITE CLEARING AND DEMOLITION Site set up Site construction fence/barricades 200 LF 12.00 2,400 Erosion control fence 50 LF 12.00 600 Site demolition Pavement demolition Bituminous concrete 817 SF 1.50 1,226 Saw cut existing paving 60 LF 6.00 360 Handicapped ramp 1 LS 1,000.00 1,000 Subtotal $5,586 X G1030 SITE EARTHWORK Site earthwork Fine grading 121 SY 3.00 363 Subtotal $363 X G1040 HAZARDOUS WASTE REMEDIATION Hazardous waste remediation Remove contaminated soils EXCLUDED Subtotal $0$0$0 X G2010 ROADWAYS AND PARKING LOTS Bituminous concrete paving in patches Excavation to reduce levels 33 CY 15.00 495 Remove off site 33 CY 30.00 990 Gravel base 33 CY 50.00 1,650 Bituminous concrete patch 900 SF 4.50 4,050 Subtotal $7,185 X G2030 PEDESTRIAN PAVING Access ramp Pier footings 25 EA 250.00 6,250 Ramp structure, including steps 335 SF 22.00 7,370 Ramp decking 335 SF 10.00 3,350 Railings/handrails 127 LF 250.00 31,750 Paint to rails 127 LF 10.00 1,270 Subtotal $49,990 X MARKUPS General conditions and project requirements General conditions and requirements With Building Bond and Insurance 2.00% 63,124 1,262 Building permit 1.00% 64,386 644 Overhead and Profit Contractors overhead and profit (Fee) 5.00% 65,030 3,252 Subtotal $5,158

Page 16 CABOT HOUSE MUSEUM Associated Site - Estimate Renovation Beverly, MA Detail SCHEMATIC DESIGN COST REPORT October 19, 2020 Quantity UnitUnitUnit RateRateRate Total

CONTINGENCIES/ESCALATION Contingencies Design contingency 7.50% 68,282 5,121 GMP contingency 0.00% 73,403 Escalation Escalation to Start Date (March 2021) 1.81% 73,403 1,329 Subtotal $6,450

Page 17 CABOT HOUSE MUSEUM CSI Summary Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020 Renovation Site work Total Estimate Contractor +/-+/-+/- Gross Area: 11,593 SF 11,593 SF

DIVISION 1 - GENERAL REQUIRMENTS 01-00-00 General Conditions See Below See Below See Below

DIVISION 2 - EXISTING CONDITIONS 42,000 000 42,000 000 02-40-00 Selective Demolition 11,000 0 11,000 02-60-00 Hazardous Materials Abatement/Removal 31,000 0 31,000

DIVISION 3 - CONCRETE 000 6,250 6,250 000 03-30-00 Cast-in-Place Concrete 0 6,250 6,250

DIVISION 4 - MASONRY 000 000 000 000

DIVISION 5 - METAL 8,695 31,750 40,445 000 05-50-00 Metal Fabrications 8,695 0 8,695 05-60-00 Metal Rails and Handrails 0 31,750 31,750

DIVISION 6 - WOOD & PLASTICS 31,414 10,720 42,134 000 06-10-00 Rough Carpentry 31,414 10,720 42,134

DIVISION 7 - THERMAL & MOISTURE PROTECTION 34,937 000 34,937 000 07-10-00 Damp proofing and Waterproofing 10,380 0 10,380 07-20-00 Thermal Protection 11,920 0 11,920 07-45-00 Wood Siding 4,025 0 4,025 07-70-00 Roofing and Wall Specialties and Accessories 3,390 0 3,390 07-90-00 Joint Sealants 5,222 0 5,222

DIVISION 8 - DOORS & WINDOWS 36,520 000 36,520 000 08-50-00 Windows 36,520 0 36,520

DIVISION 9 - FINISHES 134,450 1,270 135,720 000 09-20-00 Gypsum Wallboard Assemblies 40,176 0 40,176 09-90-00 Painting and Coating 22,646 1,270 23,916 09-95-00 Unassigned 71,628 0 71,628

DIVISION 10 - SPECIALTIES 000 000 000 000

DIVISION 11 - EQUIPMENT 000 000 000 000

DIVISION 12 - FURNISHINGS 000 000 000 000

DIVISION 13 - SPECIAL CONSTRUCTION 000 000 000 000

DIVISION 14 - CONVEYING SYSTEMS 12,516 000 12,516 000 14-80-00 Scaffolding 12,516 0 12,516

DIVISION 21 - FIRE SUPPRESSION 000 000 000 000

DIVISION 22 - PLUMBING 000 000 000 000

DIVISION 23 - HVAC 219,232 000 219,232 000 23-00-00 HVAC 172,860 0 172,860 23-10-00 Building Controls 46,372 0 46,372

DIVISION 26 - ELECTRICAL 55,630 000 55,630 000 26-00-00 Electrical 55,630 0 55,630

Page 18 CABOT HOUSE MUSEUM CSI Summary Renovation Beverly, MA SCHEMATIC DESIGN COST REPORT October 19, 2020 Renovation Site work Total Estimate Contractor +/-+/-+/- Gross Area: 11,593 SF 11,593 SF

DIVISION 31 -EARTHWORK 000 9,084 9,084 000 31-10-00 Site Clearing 0 4,986 4,986 31-20-00 Earth Moving 0 3,498 3,498 31-21-00 Erosion and Sedimentation Control 0 600 600

DIVISION 32 -EXTERIOR IMPROVEMENTS 000 4,050 4,050 000 32-12-00 Bituminous Concrete Paving 0 4,050 4,050

DIVISION 33 -UTILITIES 000 000 000 000

TOTAL DIRECTBUILDING WORK & SITE (2-16) $575,394 $63,124 $638,518 $0$0$0 $0$0$0

MARKUPS 155,324 5,158 160,482 000 01-10-00 General Conditions andProject Requirements 87,500 0 87,500 01-20-00 Insurance, Bond 13,258 1,262 14,520 01-30-00 Permits 6,762 644 7,406 01-40-00 Home Office Overhead & Fee 47,804 3,252 51,056

PLANNEDTOTAL BUILDING CONSTRUCTION & SITE (2-16) COST (October 2020) $730,718 $68,282 $799,000 $0$0$0 $0$0$0

CONTINGENCIES/ESCALATION 87,621 6,450 94,071 000 50-10-00 Design Contingency 73,072 5,121 78,193 50-20-00 Construction Contingency 0 0 0 50-30-00 Escalation 14,549 1,329 15,878

ESTIMATEDTOTAL BUILDING CONTRACT & SITE AWARD (2-16) (March 2021) $818,339 $74,732 $893,071 $0$0$0 $0$0$0

Page 19 CONSULTANTS

1 A4.01

KEY PLAN

SCHEMATIC DESIGN -

REVISIONS

NUMBER DESCRIPTION DATE

MECH ROOM WORK AREA/ STORAGE EXISTING FLOOR TO REMAIN

PROJECT PHASE SCHEMATIC DESIGN

PROJECT NUMBER 2015.10

EXISTING FINISHES TO REMAIN PROJECT NAME / LOCATION PATCH TO MATCH ALL MEP WORK CABOT HOUSE UP ADDITION

FOOTPRINT OF EXISTING BUILDING ABOVE RESTORATION/ WORK AREA

BEVERLY,LUDLOW, MA 55' - 6"

DRAWING TITLE BASEMENT FLOOR PLAN

EMPLOYEE AREA/

OFFICE AREA

NEW 3" RIGID INSULATION, 1" FURRING 1 AND MOISTURE RESISTANT DRYWALL, A4.02 PAINTED. 35 Center St Suite 210 Chicopee, Massachusetts 01013 REMOVE EXISTING FRAMING, PLASTER, DRYWALL WALL PANELING IN 413 592 9700 T PREPARATION FOR NEW WORK BASEMENT LEVEL 1 413 592 9750 F 1/4" = 1'-0" [email protected] E

STAMP

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

DRAWN BY RT 10/6/2020 11:45:38 AM 11:45:38 10/6/2020 CHECKED -

DATE October 5, 2020

DRAWING NUMBER A0.01 ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d CONSULTANTS

1 KEY PLAN A4.01

SCHEMATIC DESIGN - 4' - 0"

REVISIONS

UP NUMBER DESCRIPTION DATE

NEW WOOD FRAMED STAIR WITH METAL RAILINGS, PAINTED

4' - 8 1/4" EXHIBIT ROOM

PROJECT PHASE 30' - 0" EXHIBIT ROOM NEW ELECTRICAL OUTLET, TYP. UP SCHEMATIC DESIGN NEW WOOD FRAMED ADA RAMP WITH 5

' - METAL RAILINGS, PAINTED

DN 0 " ON EXISTING FOOTINGS 6

NEW ELECTRICAL 6 OUTLET, TYP. " PROJECT NUMBER 2015.10

PROJECT NAME / LOCATION

63' - 8 1/2" CABOT HOUSE ADDITION EXISTING FINISHES TO REMAIN PATCH TO MATCH ALL MEP WORK

UP DN

EXISTING ADDITION TO REMAIN BEVERLY,LUDLOW, MA

DRAWING TITLE FIRST FLOOR PLAN

NEW ELECTRICAL OUTLET, TYP.

NEW ELECTRICAL OUTLET, TYP. EXHIBIT ROOM

EXHIBIT ROOM DN

35 Center St Suite 210 Chicopee, Massachusetts 01013

1 413 592 9700 T A4.02 413 592 9750 F [email protected] E FIRST FLOOR PLAN 1 1/4" = 1'-0" STAMP

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

DRAWN BY RT 10/6/2020 12:45:31 PM 12:45:31 10/6/2020 CHECKED -

DATE October 5, 2020

DRAWING NUMBER A0.02 ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d CONSULTANTS

KEY PLAN

SCHEMATIC DESIGN -

REVISIONS

NUMBER DESCRIPTION DATE

EXHIBIT / MEETING ROOM 840 SF

NEW ELECTRICAL OUTLET, TYP.

EXISTING FINISHES TO REMAIN PROJECT PHASE PATCH TO MATCH ALL MEP WORK SCHEMATIC DESIGN

UP PROJECT NUMBER UP 75' - 0" 2015.10

PROJECT NAME / LOCATION CABOT HOUSE DN DN ADDITION

EXISTING ADDITION TO REMAIN

NEW ELECTRICAL OUTLET, TYP. BEVERLY,LUDLOW, MA

NEW ELECTRICAL OUTLET, TYP. PATCH TO MATCH ALL MEP WORK DRAWING TITLE EXHIBIT ROOM 374 SF SECOND FLOOR PLAN EXHIBIT ROOM 374 SF

NEW ELECTRICAL OUTLET, TYP.

35 Center St Suite 210 Chicopee, Massachusetts 01013

413 592 9700 T 413 592 9750 F [email protected] E

STAMP

SECOND FLOOR PLAN 1 1/4" = 1'-0"

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

DRAWN BY RT 10/6/2020 12:45:32 PM 12:45:32 10/6/2020 CHECKED Checker

DATE October 5, 2020

DRAWING NUMBER A0.03 ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d CONSULTANTS

1 A4.01 KEY PLAN

SCHEMATIC DESIGN -

REVISIONS

NUMBER DESCRIPTION DATE

STORAGE ROOM 840 SF NEW SUPPLY CHASE PATCH TO MATCH ALL MEP WORK

3 NEW RETURN CHASE '

0 PATCH TO MATCH ALL MEP WORK " PROJECT PHASE NEW ELECTRICAL SCHEMATIC DESIGN 3' - 0" OUTLET, TYP. 2' - 8" NEW RETURN CHASE PATCH TO MATCH ALL MEP WORK

NEW ELECTRICAL ' EXISTING FINISHES TO REMAIN -

OUTLET, TYP. 0 PROJECT NUMBER PATCH TO MATCH ALL MEP WORK " 2015.10 3' - 0" 4' - 0"

' - PROJECT NAME / LOCATION

" CABOT HOUSE ADDITION ROOF BELOW

PAINTINGS 150 SF BEVERLY,LUDLOW, MA

DRAWING TITLE

NEW ELECTRICAL OUTLET, TYP. THIRD FLOOR PLAN

NEW ELECTRICAL OUTLET, TYP.

STORAGE ROOM 374 SF

35 Center St Suite 210 Chicopee, Massachusetts 01013 1 A4.02 413 592 9700 T 413 592 9750 F [email protected] E

STAMP

THIRD FLOOR PLAN 1 1/4" = 1'-0"

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

DRAWN BY RT 10/6/2020 12:45:35 PM 12:45:35 10/6/2020 CHECKED Checker

DATE October 5, 2020

DRAWING NUMBER A0.04 ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d - 2015.10 Suite 210 35Center St 413592 9700 T 413592 9750 F REVISIONS 1/4" = 1/4" 1'-0" = RT Checker October5, 2020 A0.05 [email protected] KEY PLAN Chicopee, 01013 Massachusetts SCHEMATIC DESIGN NUMBER DESCRIPTION DATE PROJECT PHASE DRAWINGTITLE SCALE BY DRAWN CHECKED DATE DRAWINGNUMBER CONSULTANTS SCHEMATIC DESIGN PROJECT NUMBER PROJECT NAME / LOCATION LUDLOW, MA ATTIC PLAN CABOT HOUSE CABOT ADDITION BEVERLY, MA BEVERLY, STAMP DRAWINGINFORMATION 1/4" = 1/4" 1'-0" = ATTICPLAN 1 ROOF BELOW ROOF 3" INSULATIONRIGID AIR AND AIR VAPORAND BARRIER 3/4 PLYWOOD SHEATHING NEW NEW ATTIC INSULATION SYSTEM: 1

A4.02

9 i

A4.01

2 t

5 A

a l l r i g h t s r e s e r v e d e v r e s e r s t h g i r l l a

10/6/2020 11:45:45 AM 11:45:45 10/6/2020

c o p y r i g h t 2 0 18 0 2 t h g i r y p o c ORIGINAL SHEET IS 30" x 42" x 30" IS SHEET ORIGINAL CONSULTANTS

SCRAPE AND PAINT ALL EXISTING WOOD TRIM, TYP.

EXSTNG ROOF EVE 93' - 3" 2

REMOVE AND REPLACE EXISTING DOWNSPOUT

3 1

3rd floor SCRAPE AND PAINT ALL EXISTING WINDOW TRIM, TYP. 86' - 0"

KEY PLAN

NEW STORM WINDOWS AT ALL EXISTING WINDOWS SCHEMATIC DESIGN -

REMOVE AND REPLACE EXISTING SIDING

2ND FLOOR 75' - 0" REVISIONS SCRAPE AND PAINT ALL EXISTING WOOD TRIM AND WOOD SIDING, TYP. NUMBER DESCRIPTION DATE

NEW WOOD FRAMED RAMP WITH METAL RAILINGS, PAINTED, ON EXISTING FOOTINGS

PROJECT PHASE EXSTNG 1ST FLOOR 63' - 8 1/2" SCHEMATIC DESIGN

PROJECT NUMBER 2015.10 NEW WOOD FRAMED STAIR WITH METAL RAILINGS, PAINTED PROJECT NAME / LOCATION EXST BASEMENT 55' - 6" CABOT HOUSE NORTH ELEVATION ADDITION 1 1/4" = 1'-0"

BEVERLY,LUDLOW, MA

DRAWING TITLE OVERALL EXTERIOR ELEVATIONS

EXSTNG ROOF EVE 93' - 3"

SCRAPE AND PAINT ALL EXISTING WOOD TRIM, TYP.

3rd floor 86' - 0"

SCRAPE AND PAINT ALL EXISTING WINDOW TRIM, TYP. 35 Center St Suite 210 Chicopee, Massachusetts 01013

NEW STORM WINDOWS AT ALL EXISTING WINDOWS 413 592 9700 T REMOVE AND REPLACE EXISTING DOWNSPOUT 413 592 9750 F [email protected] E

STAMP REMOVE AND REPLACE EXISTING SIDING 2ND FLOOR 75' - 0"

SCRAPE AND PAINT ALL EXISTING WOOD TRIM AND WOOD SIDING

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

EXISTING FENCE TO REMAIN DRAWN BY RT 10/6/2020 11:48:44 AM 11:48:44 10/6/2020 CHECKED APPROXIMATE GRADE LEVEL EXSTNG 1ST FLOOR 63' - 8 1/2" DATE October 5, 2020

DRAWING NUMBER

NEW WOOD FRAMED RAMP WITH METAL RAILING EAST ELEVATION 3 1/4" = 1'-0"

EXISTING BUILDING TO REMAIN EXST BASEMENT A4.01 55' - 6" ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d CONSULTANTS

SCRAPE AND PAINT ALL EXISTING WOOD TRIM, TYP.

3 4 EXSTNG ROOF EVE 93' - 3"

REMOVE AND REPLACE EXISTING DOWNSPOUT 2

1 SCRAPE AND PAINT ALL EXISTING WINDOW TRIM, TYP. 3rd floor 86' - 0"

KEY PLAN

SCHEMATIC DESIGN - NEW STORM WINDOWS AT ALL EXISTING WINDOWS, TYP.

REVISIONS

2ND FLOOR NUMBER DESCRIPTION DATE 75' - 0"

SCRAPE AND PAINT ALL EXISTING WOOD TRIM AND WOOD SIDING, TYP.

SCRAPE AND PAINT ALL EXISTING WOOD TRIM, TYP.

REMOVE AND REPLACE EXISTING SIDING PROJECT PHASE SCHEMATIC DESIGN

EXSTNG 1ST FLOOR 63' - 8 1/2"

PROJECT NUMBER 2015.10

NEW WOOD FRAMED STAIR WITH METAL RAILINGS, PAINTED PROJECT NAME / LOCATION CABOT HOUSE EXST BASEMENT 55' - 6" ADDITION

SOUTH ELEVATION BEVERLY,LUDLOW, MA 1 1/4" = 1'-0"

DRAWING TITLE PARTIAL EXTERIOR ELEVATIONS

35 Center St Suite 210 Chicopee, Massachusetts 01013

413 592 9700 T 413 592 9750 F [email protected] E

STAMP

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

DRAWN BY RT 10/6/2020 11:48:47 AM 11:48:47 10/6/2020 CHECKED -

DATE October 5, 2020

DRAWING NUMBER A4.02 ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d CONSULTANTS

KEY PLAN

SCHEMATIC DESIGN -

REVISIONS

NEW ATTIC INSULATION SYSTEM: NUMBER DESCRIPTION DATE AIR AND VAPOR BARRIER 3" RIGID INSULATION 3/4 PLYWOOD SHEATHING

EXISTING BUILIDNG TO REMAIN

EXSTNG ROOF EVE 93' - 3" PROJECT PHASE SCHEMATIC DESIGN

PROJECT NUMBER 3rd floor 86' - 0" 2015.10

PROJECT NAME / LOCATION CABOT HOUSE ADDITION

2ND FLOOR BEVERLY,LUDLOW, MA 75' - 0"

DRAWING TITLE BUILDING SECTIONS

EXSTNG 1ST FLOOR 63' - 8 1/2"

EXST BASEMENT 55' - 6" 35 Center St Suite 210 Chicopee, Massachusetts 01013

413 592 9700 T 413 592 9750 F [email protected] E

STAMP

DRAWING INFORMATION

SCALE 1/4" = 1'-0"

DRAWN BY RT 10/6/2020 11:46:23 AM 11:46:23 10/6/2020 CHECKED -

DATE October 5, 2020

DRAWING NUMBER A5.01 ORIGINAL SHEETIS 42" 30" x c p o r iy g t h 0 2 18 l a l r i h g t s s r e e e r v d MECH ROOM WORK AREA/ STORAGE EXISTING FLOOR TO REMAIN

xxxx UP

FOOTPRINT OF EXISTING BUILDING ABOVE RESTORATION/ CABOT HOUSE WORK AREA ADDITION

117 CABOT ST BEVERLY, MA 01915

EMPLOYEE AREA/

BASEMENT FLOOR PLAN UP POWER OFFICE AREA

M O U N T V E R N O N G R O U P A R C H I T E C T S

35 Center St. Chicopee, Massachusetts 01013

413 592 9700 T 413 592 5750 F [email protected] E BASEMENT FLOOR PLAN - POWER SCALE: 1/4"=1'-0"

1/4"=1'-0"

AJV

JDS

09/30/20

E1.1 EXHIBIT ROOM

EXHIBIT ROOM

xxxx

UP DN EXISTING ADDITION TO REMAIN CABOT HOUSE

UP ADDITION

117 CABOT ST BEVERLY, MA 01915

EXHIBIT ROOM

FIRST EXHIBIT ROOM FLOOR PLAN DN POWER

M O U N T V E R N O N G R O U P A R C H I T E C T S

35 Center St. Chicopee, Massachusetts 01013

413 592 9700 T FIRST FLOOR PLAN - POWER 413 592 5750 F SCALE: 1/4"=1'-0" [email protected] E

1/4"=1'-0"

AJV

JDS

09/30/20

E2.1 EXHIBIT / MEETING ROOM 840 SF

UP xxxx

DN DN CABOT HOUSE ADDITION

117 CABOT ST BEVERLY, MA 01915

PATCH TO MATCH ALL MEP WORK

EXHIBIT ROOM 374 SF EXHIBIT ROOM SECOND 374 SF FLOOR PLAN POWER

M O U N T V E R N O N G R O U P A R C H I T E C T S

35 Center St. Chicopee, Massachusetts 01013

413 592 9700 T SECOND FLOOR PLAN - POWER 413 592 5750 F [email protected] E SCALE: 1/4"=1'-0"

1/4"=1'-0"

AJV

JDS

09/30/20

E3.1 STORAGE ROOM 840 SF

ROOF BELOW xxxx

PAINTINGS CABOT HOUSE ADDITION

117 CABOT ST BEVERLY, MA 01915

STORAGE ROOM THIRD STORAGE ROOM FLOOR PLAN POWER

M O U N T V E R N O N G R O U P A R C H I T E C T S

35 Center St. Chicopee, Massachusetts 01013

413 592 9700 T 413 592 5750 F [email protected] E THIRD FLOOR PLAN - POWER SCALE: 1/4"=1'-0"

1/4"=1'-0"

AJV

JDS

09/30/20

E4.1 ROOF BELOW xxxx

CABOT HOUSE ADDITION

117 CABOT ST BEVERLY, MA 01915

ATTIC FLOOR PLAN POWER

M O U N T V E R N O N G R O U P A R C H I T E C T S

ATTIC FLOOR PLAN - POWER 35 Center St. SCALE: 1/4"=1'-0" Chicopee, Massachusetts 01013

413 592 9700 T 413 592 5750 F [email protected] E

1/4"=1'-0"

AJV

JDS

09/30/20

E5.1 PANELBOARD ENCLOSURE DETAIL SCALE: N.T.S.

xxxx

CABOT HOUSE ADDITION

117 CABOT ST BEVERLY, MA 01915

LEGEND SCHEDULES AND DETAILS

M O U N T V E R N O N G R O U P A R C H I T E C T S

35 Center St. Chicopee, Massachusetts 01013

413 592 9700 T 413 592 5750 F [email protected] E

N.T.S

AJV

JDS

09/30/20

E6.1

E SSEX N ATIONAL H ERITAGE C OMMISSION 10 Federal Street · Suite 12· Salem, MA 01970 978.740.0444 tel ~ 978.744.6473 www.essexheritage.org

December 29, 2020

City of Beverly Community Preservation Committee c/o Planning and Development Department Beverly City Hall, 191 Cabot Street Beverly, MA 01915

Re: 2020-2021 CPA Project Funding Historic Beverly - The Cabot House

Dear Community Preservation Committee Members:

It is with pleasure that I recommend Historic Beverly The City of Beverly's Community Preservation Act (CPA) funding to support an upgrade of the cooling and ventilation system in the Cabot House.

The Essex National Heritage Commission's mission is to promote and enhance the historic, cultural and natural resources of Essex County. As the Chief Executive Officer of the Essex National Heritage Area, I am acutely aware of the importance of Historic Beverly’s historic structures and their role in telling the history of Beverly, both on a national and local level.

Historic Beverly has been collecting objects and documents related to Beverly history for more than 120 years. The Cabot House, built in 1781, is the only one of Historic Beverly’s properties with the space to hold their collections and to offer programming for several people at once. Adequate cooling and ventilation will allow them to offer more programming each year, improve research conditions, and improve working conditions for their staff.

The improved access that comes from an upgraded cooling and ventilation system is integral to heritage tourism in the time of a pandemic. COVID-19 has exposed the risks inherent to historic spaces with no way to ventilate other than opening windows. The capital improvement work that Historic Beverly is willing to take on during this time is not only a valiant endeavor to preserve the structure and collections, but will also improve the conditions under which future visitors will be able to access the Cabot House for years to come.

I invite the Community Preservation Committee to join Essex Heritage in supporting this valuable and worthwhile project. Your full consideration of the proposal submitted by Historic Beverly is greatly appreciated.

Sincerely,

Annie Harris Chief Executive Officer

The mission of the Essex National Heritage Commission is to preserve and enhance the historic, cultural, and natural resources of Essex County, Massachusetts.

January 6, 2021

Community Preservation Committee Attn: Denise Deschamps 191 Cabot Street Beverly, MA 01915

Dear Community Preservation Committee Members:

The Ward 2 Civic Association (W2CA) is a group of residents and business owners and we support projects that are in the best interests of the Ward 2 precinct of Beverly. We fully support the Cabot House HVAC Upgrades Project. Historic Beverly and the W2CA have long partnered on projects together.

The purpose of this project is to upgrade the cooling and ventilation in the Cabot House, fully condition object storage spaces, and improve the energy efficiency of this historic structure. There are both immediate and long-term benefits from this project given the current pandemic. As soon as the project is complete, the Cabot House will be a more comfortable and safer place to work, volunteer, and visit. Improved conditions for Historic Beverly’s collection of objects and documents related to local history provides a benefit to generations of Beverly residents, researchers and visitors. Students of all ages, educators, writers and those who love history will be able to continue to use their collections.

Thank you for the opportunity to share our opinion with you. Please reach out if you have additional questions.

Sincerely, Tiffany Collins, President Ward 2 Civic Association

Index book from Essex South Registry of Deeds, 1892, Estate of Edward Burley to Beverly Historical Society. References Book 1347 and Page 223 for deed at Central and Franklin Place. (this page and 3 deeds page 223-225.)