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INCLUSIONARY ZONING
Groton’s Experience
Michelle Collette, AICP
Town Planner
Groton, Massachusetts
Land Area: 32.5 square miles
Population: 10,937
Government: Open Town Meeting
Affordable Units: 208 Units or 5.2%
Open Space: 8889 acres or 41% land area
Miles of roadway 107
Public Water: 60%
Public Sewer: 15%
Rivers: Nashua & Squannacook
ACEC: Squannassit/Petapawag
Groton’s Community Profile
Affordable Housing Units
Zoning By-law Provisions
Adopted Zoning Provision Special Permit
Granting Authority
Required
Affordable
Threshold Bonus Units Units
Approved to
date
1982 Subsidized Elderly
Housing
Zoning Board of
Appeals
50% All No 4
1982 Planned Multifamily
Residential Development
Planning Board Optional 0 No 74
1990 Flexible Development Planning Board 15% 10 units Yes 26
2005 Accessory Apartments Zoning Board of
Appeals
Optional 0 No 0
2008 Town Center Overlay
District
Planning Board 15% 6 units Yes, with
TDR’s
3
Other - Site Plan Review Planning Board
(By-right
Optional 0 No 5
Flexible Development
Flexible Development Definitions:
AFFORDABLE TO PERSONS OR FAMILIES QUALIFYING AS LOW INCOME —
Affordable to persons in the Lowell metropolitan statistical area under the applicable
guidelines of the Commonwealth's Department of Housing and Community
Development earning less than 50% of the median income.
AFFORDABLE TO PERSONS OR FAMILIES QUALIFYING AS MODERATE
INCOME — Affordable to persons in the Lowell metropolitan statistical area under the
applicable guidelines of the Commonwealth's Department of Housing and Community
Development earning more than 50% but less than 80% of the median income.
HOUSING FOR PERSONS WITH DISABILITIES — A dwelling unit in compliance
with the standards of the Americans with Disabilities Act and pertinent Massachusetts
standards.
Flexible Development
Affordable component.
(1) As a condition of the grant of any special permit for a flexible
development for any development creating more than 10
dwelling units, affordable units shall be required as follows:
(a) Fifteen percent of the units shall be affordable to persons or
families qualifying as low or moderate income.
Rocky Hill Subdivision
Groton Housing Authority
Nine Rentals Units
Inclusionary Units in Subdivisions
Town Center Overlay District
(8) Affordable housing requirements.
(a) In any TCOD development with more than six dwelling units, at
least 15% of the dwelling units shall be restricted as affordable
units as defined in § 218-26B of this chapter.
(b) Computation of the required number of affordable units shall be
based on the total number of dwelling units in the TCOD
development, including any density bonus units and any
already existing dwelling units. Where the computation results
in a fractional number, the fractional number shall be rounded
up or down to the nearest whole number.
Town Center Overlay District
TDR Receiving Area
Boynton Meadows – TCOD
Community Preservation Funds
Restored historic building
at 134 Main Street
Addition on the rear of
134 Main Street
Subsidized Elderly Housing
SUBSIDIZED ELDERLY HOUSING — Housing in which 50% of the
dwelling units are subsidized under any program or plan that will
result in the development of low- or moderate-income housing, such
housing which the Groton Housing Authority certifies carries
restrictions to limit the eligibility of the occupants and sale price, if
applicable to within guidelines as defined in applicable federal or
state statute, whether built or operated by any public agency or any
nonprofit or limited dividend organization with occupancy reserved
to persons 55 years of age or older.
Existing cape converted
to a two-family dwelling
for people 55 and older
Camp in the Lost Lake
area demolished and
replaced with a three-
family dwelling
Accessory Apartments
The Board of Appeals shall provide special consideration
to an application for an accessory apartment which will
be restricted to a rent affordable to a person or
household of low or moderate income. Affordable to
persons or families qualifying as low or moderate income
shall mean affordable to persons in the Lowell
metropolitan statistical area under the applicable
guidelines of the Commonwealth's Department of
Housing and Community Development earning not more
80% of the median income. The deed restriction for such
unit shall be provided by the Board of Appeals.
Planned Multifamily Special Permit
Rivercourt Residences
Implementation
Planning Board or ZBA:
• Include clear, concise conditions in the
Special Permit
• Establish a phasing schedule based upon
market-rate building permits or occupancy
permits
• Have flexibility with all parties while keeping
affordable units on track
Housing Coordinator
Housing Coordinator is a part-time staff position funded
through the Community Preservation Act housing funds
Housing Coordinator:
– Provides administrative support to the Affordable Housing Trust
and Housing Partnership
– Works with the Boards, developers, and the DHCD on legal
agreements including lottery, regulatory & monitoring
agreements
– Works with prospective buyers, renters, and others with a
housing crises
Problems & Solutions
Problem: Buy-out provisions were in place from 1990-
2000 but resulted in no new affordable housing units.
Solution: Housing Authority used funds for down
payment on rental units created under inclusionary
zoning provisions.
Problem: Foreclosure resulted in loss of one
inclusionary unit in a duplex despite local efforts to
mitigate the loss.
Solution: The Affordable Housing Trust will eventually
have enough funds to intervene in foreclosures.
Problem: Off-site affordable units were not
constructed because abutters appealed the ZBA
decision to allow construction on a legal non-
conforming lot of record.
Solution: Off-site construction option removed
from the by-law to avoid costly litigation.
Problem: Affordable units may not be required
in a specific section of the Zoning By-Law
Solution: Do not be afraid to ask for affordable
units – many developers will say “yes.”
Challenges
Universal accessibility
Increase inventory of rental units
Temporary, emergency housing
Regionalization
Michelle Collette, AICP
Town Planner
Groton, Massachusetts
978.448.1105
mcollette@townofgroton.org

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IZ Workshop 2014: A1 groton inclusionary zoning

  • 3. Land Area: 32.5 square miles Population: 10,937 Government: Open Town Meeting Affordable Units: 208 Units or 5.2% Open Space: 8889 acres or 41% land area Miles of roadway 107 Public Water: 60% Public Sewer: 15% Rivers: Nashua & Squannacook ACEC: Squannassit/Petapawag Groton’s Community Profile
  • 5. Zoning By-law Provisions Adopted Zoning Provision Special Permit Granting Authority Required Affordable Threshold Bonus Units Units Approved to date 1982 Subsidized Elderly Housing Zoning Board of Appeals 50% All No 4 1982 Planned Multifamily Residential Development Planning Board Optional 0 No 74 1990 Flexible Development Planning Board 15% 10 units Yes 26 2005 Accessory Apartments Zoning Board of Appeals Optional 0 No 0 2008 Town Center Overlay District Planning Board 15% 6 units Yes, with TDR’s 3 Other - Site Plan Review Planning Board (By-right Optional 0 No 5
  • 6. Flexible Development Flexible Development Definitions: AFFORDABLE TO PERSONS OR FAMILIES QUALIFYING AS LOW INCOME — Affordable to persons in the Lowell metropolitan statistical area under the applicable guidelines of the Commonwealth's Department of Housing and Community Development earning less than 50% of the median income. AFFORDABLE TO PERSONS OR FAMILIES QUALIFYING AS MODERATE INCOME — Affordable to persons in the Lowell metropolitan statistical area under the applicable guidelines of the Commonwealth's Department of Housing and Community Development earning more than 50% but less than 80% of the median income. HOUSING FOR PERSONS WITH DISABILITIES — A dwelling unit in compliance with the standards of the Americans with Disabilities Act and pertinent Massachusetts standards.
  • 7. Flexible Development Affordable component. (1) As a condition of the grant of any special permit for a flexible development for any development creating more than 10 dwelling units, affordable units shall be required as follows: (a) Fifteen percent of the units shall be affordable to persons or families qualifying as low or moderate income.
  • 8. Rocky Hill Subdivision Groton Housing Authority Nine Rentals Units
  • 9. Inclusionary Units in Subdivisions
  • 10. Town Center Overlay District (8) Affordable housing requirements. (a) In any TCOD development with more than six dwelling units, at least 15% of the dwelling units shall be restricted as affordable units as defined in § 218-26B of this chapter. (b) Computation of the required number of affordable units shall be based on the total number of dwelling units in the TCOD development, including any density bonus units and any already existing dwelling units. Where the computation results in a fractional number, the fractional number shall be rounded up or down to the nearest whole number.
  • 11. Town Center Overlay District TDR Receiving Area
  • 12. Boynton Meadows – TCOD Community Preservation Funds Restored historic building at 134 Main Street Addition on the rear of 134 Main Street
  • 13. Subsidized Elderly Housing SUBSIDIZED ELDERLY HOUSING — Housing in which 50% of the dwelling units are subsidized under any program or plan that will result in the development of low- or moderate-income housing, such housing which the Groton Housing Authority certifies carries restrictions to limit the eligibility of the occupants and sale price, if applicable to within guidelines as defined in applicable federal or state statute, whether built or operated by any public agency or any nonprofit or limited dividend organization with occupancy reserved to persons 55 years of age or older.
  • 14. Existing cape converted to a two-family dwelling for people 55 and older Camp in the Lost Lake area demolished and replaced with a three- family dwelling
  • 15. Accessory Apartments The Board of Appeals shall provide special consideration to an application for an accessory apartment which will be restricted to a rent affordable to a person or household of low or moderate income. Affordable to persons or families qualifying as low or moderate income shall mean affordable to persons in the Lowell metropolitan statistical area under the applicable guidelines of the Commonwealth's Department of Housing and Community Development earning not more 80% of the median income. The deed restriction for such unit shall be provided by the Board of Appeals.
  • 16. Planned Multifamily Special Permit Rivercourt Residences
  • 17. Implementation Planning Board or ZBA: • Include clear, concise conditions in the Special Permit • Establish a phasing schedule based upon market-rate building permits or occupancy permits • Have flexibility with all parties while keeping affordable units on track
  • 18. Housing Coordinator Housing Coordinator is a part-time staff position funded through the Community Preservation Act housing funds Housing Coordinator: – Provides administrative support to the Affordable Housing Trust and Housing Partnership – Works with the Boards, developers, and the DHCD on legal agreements including lottery, regulatory & monitoring agreements – Works with prospective buyers, renters, and others with a housing crises
  • 19. Problems & Solutions Problem: Buy-out provisions were in place from 1990- 2000 but resulted in no new affordable housing units. Solution: Housing Authority used funds for down payment on rental units created under inclusionary zoning provisions. Problem: Foreclosure resulted in loss of one inclusionary unit in a duplex despite local efforts to mitigate the loss. Solution: The Affordable Housing Trust will eventually have enough funds to intervene in foreclosures.
  • 20. Problem: Off-site affordable units were not constructed because abutters appealed the ZBA decision to allow construction on a legal non- conforming lot of record. Solution: Off-site construction option removed from the by-law to avoid costly litigation. Problem: Affordable units may not be required in a specific section of the Zoning By-Law Solution: Do not be afraid to ask for affordable units – many developers will say “yes.”
  • 21. Challenges Universal accessibility Increase inventory of rental units Temporary, emergency housing Regionalization
  • 22. Michelle Collette, AICP Town Planner Groton, Massachusetts 978.448.1105 mcollette@townofgroton.org