Key dates (2023)
August 18, 2023 - Eligibility determination forms due (August 11, 2023 for city department projects - due to Mayor's office)
September 30, 2023- Full applications due
November 14, 2023 + November 28, 2023 – Applicants present at community meeting
December, 2023 – Committee deliberated and votes on recommendations
January, 2024 - CPC recommendations submitted for City Council approval
Check out our Application Tutorial Video by clicking the thumbnail below to learn how to fill out the online application:
Regular Cycle Full Grant
- 2023 CPA Application Packet: Includes detailed instructions and timeline information.
- Eligibility Determination Form: Complete online via Smartsheet BEFORE applying and by August 18, 2023. This form is only required for the Full Grant.
- Full Grant Application: Complete online via Smartsheet AFTER submitting an Eligibility Determination Form and hearing from the the Community Preservation Coordinator.
*Note: All PDFs must be downloaded for links to work.
Small Grant (Projects up to $5,000)
Applicants seeking grants of up to $5,000 for projects with a total cost of up to $10,000 should use the Small Grants Combined Eligibility and Application form. Small Grants applications will be accepted on a rolling basis. A total of $50,000 will be available for small grants in this funding year. For more information, check out our Small Grant Pamphlet.
Small Grant Supplemental Forms:
Step 1: Pre-Application
All applicants are encouraged to be in contact with the CPA Coordinator early in the process, prior to submitting Project Eligibility forms.
Under extraordinary circumstances, the CPC may vote to accept applications that require consideration outside of the normal funding cycle. To be considered as an off-cycle application, projects must be considered “high priority” and must be driven by an external deadline such as real estate transaction or matching grant opportunity. Applicants who believe their circumstances call for such unusual action may contact the Community Preservation Coordinator to discuss the possible submission of an off-cycle application.
Step 2: Determine Project Eligibility
The CPC requires all applicants to submit a Project Eligibility Determination Form (EDF) as the first step in the application process. Projects involving City-owned property require coordination with the Mayor’s Office and her designated liaison; for City-related EDFs, communication with the Mayor’s Office is strongly recommended by Friday, August 11.
EDFs will be reviewed by staff to determine project eligibility. Applicants are also encouraged to bring questions about their project conception to the Committee or the Community Preservation Coordinator at any time to obtain input on the concept or design of the project and the information that the Committee will look for in their application.
Step 3: Submit Funding Application
Applicants whose projects are deemed eligible for CPA funding will be invited to submit a full application electronically.
In preparing a Scope and Budget for the full application, provide a detailed list of the tasks that will be completed as part of the project and description of how the cost estimate was obtained. Please ensure that the cost estimate is thorough and includes sufficient contingency to cover unexpected expenses, as additional requests for funds cannot be guaranteed approval. Costs such as multilingual communication for public outreach or staffing for grant management may be included in project budgets, as long as CPA funds are used to supplement and not supplant existing staffing.
Step 4: CPC Evaluation of Applications & Public Comment
- Application review. The CPC will review project applications for completeness. The CPC may request additional information from the applicant prior to the public presentation session.
- Public presentation session. The CPC will also hold at least one session to gather public feedback on proposed projects. Applicants will be required to give a brief presentation on their proposed project and to respond to questions from the CPC and members of the public in attendance.
- Deliberation. After reviewing the applications and receiving input via the public comment session, technical assistance, or other written comments, the CPC will deliberate in an open meeting to determine whether to recommend each project for funding. Deliberation will take into consideration the evaluation criteria and priorities expressed in the Community Preservation Plan and most recent Annual Update. The CPC may recommend:
- A project as proposed by the applicant
- A modified version of the project
- Partial funding or funding for only a portion of phase of the proposed project
The Committee may recommend to commit funding on condition that projects receive necessary permits and approvals and funds anticipated from other sources. The CPC also reserves the right to attach conditions to its recommendations, such as conservation or preservation restrictions or public access agreements, and to include any specifications the CPC deems appropriate to ensure CPA compliance and project performance. All land acquired with CPA funds must be perpetually preserved for the purpose for which it was acquired. Historic preservation projects must be in compliance with the Secretary of Interior Standards for Historic Preservation, where applicable. Applicants should coordinate with the CPA coordinator to be aware of conditions that may be applicable to their projects.
If the applicant wishes to request substantial changes to the conditions placed on the funding recommendation, this will need to be reviewed and approved by the CPC prior to submission to City Council.
Step 5: Mayoral Submission and City Council Vote
The CPC’s recommendations will be submitted to the City Council via Communications from the Mayor. Projects must be approved by City Council to receive funding from Medford’s Community Preservation Act Fund. The Council has the authority to approve a CPC- recommended project, approve the project at a reduced funding level, or reject the project. Should the Council vote to reduce funding for or reject a recommended project, the CPC will have an opportunity to respond and/or to adjust the scope or terms of the project prior to afinal decision by the Council, as established in the Medford Community Preservation Committee Ordinance.
Step 6: Grant Agreement, Disbursement and Monitoring of Funds
The CPA Coordinator will notify grantees of their award and will oversee implementation of the conditions and requirements for the disbursement of funds.
The CPC, acting through the City, will execute a grant agreement with each non-City organization that is awarded CPA funds (“Grantee”). The grant agreement will govern the use and disbursement of the funds. It will be tailored to each project but will include the Standard CPA Grant Agreement General Conditions. The City’s Community Preservation Coordinator will monitor project progress and compliance and will coordinate disbursement of CPA Funds. The City can establish disbursement guidelines and a phased disbursement system with the Grantee to forward fund project phases with the exception of the final 10% of the project funds, which will be released upon completion of the project.
The CPC will execute a Memorandum of Agreement (MOA) with each City department that is awarded CPA funds. The MOA will govern Departments’ use of the funds.
Step 7: Annual Review
After the completion of each funding round, the CPC will review the community needs, goals, and priorities, to update the Community Preservation Plan as needed. The Committee will also review the application process, application materials, and the evaluation criteria to determine if the process can be improved. The CPC will invite input from other boards and committees and City staff, and may hold a public meeting as part of the review.
CPA Project Selection Guidelines
- Community Preservation Act Funding Allowable Uses
- Medford Community Preservation Plan Summary of Goals and Priorities
- Medford CPC Project Requirements & Selection/Scoring Criteria
To review the CPA plan, which describes the process for administering the CPA in Medford, visit the CPA plan page for more information.