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Improving Clustering as a
 Land Preservation Tool




Chris Sturm, Senior Director of State Policy
           New Jersey Future
             January 4, 2012
Smart Growth research, policy and
                advocacy organization

Development that protects open space and farmland, strengthens
 communities, keeps housing affordable, provides transportation
           choices and fuels a prosperous economy
Threats to Preserving Farmland and
      Supporting Agriculture

• State and local governments can’t afford to buy all
  the land that needs protecting
• Haphazard development fragments contiguous
   farmland, exacerbating conflicts with neighbors
Farmland in1986




Changing Landscapes in the Garden State,
Rowan & Rutgers Universities, 2010
1995
2002
2007
2007, with Loss Shown in Red
Focusing on a sample area
If we could go back in time… what planning
             tools could have been used?
Large lot
zoning

Lot size
averaging

Clustering

Noncontiguous
clustering

Transfer of
Development
Rights (TDR)
     Franklin Township, NJ. Google maps 2011
Large Lot Zoning



Lot sizes are
increased to
reduce the
amount of
development
on a parcel




  Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
Lot Size Averaging

The number
of units stays
the same,
but the
developer
can shrink
some lots
and make
others
bigger.



  Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
Contiguous Clustering


Development
is
concentrated
on a portion
of the site,
and the rest
is preserved
as open
space



     Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
Contiguous Clustering


In this
example,
development
is
concentrated
on the
perimeter of
the site, and
a small farm
is preserved.


     Slide courtesy of Clarke Caton Hintz
Noncontiguous Clustering

Municipality
designates
multiple
parcels that a
developer may
choose from
and treat as a
single cluster
even if they
are
noncontiguous


                 Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
Noncontiguous Clustering


A developer
may cluster
units from
one parcel
onto another
parcel, which
would be
developed
more
intensely.


                Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
Noncontiguous Clustering


A developer
may cluster
units from
multiple
parcels onto
another
parcel, which
is developed
more
intensely.


                Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
Noncontiguous Clustering Basics

•    Authorized by Municipal Land Use Law (MLUL)
•    MLUL allows town to create a “planned development”
     zone on multiple noncontiguous properties that can
     be developed as a single cluster:
     •   “Sending area” parcel(s) are preserved
     •   “Receiving area” parcel(s) are developed more
         intensively to accommodate the extra units
•    Voluntary: requires a “deal” between the municipality,
     sending area landowner(s), and receiving area
     landowner/developer
Plainsboro example
Noncontiguous cluster
helped create 1,025-
acre Plainsboro
Preserve.

100 acres near the lake
were preserved.

30 units were built on
another property.

A single person owned
both properties and
made an agreement
with a developer.
Hillsborough example
Noncontiguous clustering
used on five parcels for
Hillsborough Chase project

105 homes recently
constructed by Toll Brothers

157 acres on four parcels
were permanently preserved
and given to the township.
Other New Jersey Examples

• Monroe Township, Middlesex County
• Robbinsville, Mercer County
• North Hanover Township, Burlington County
• Hopewell Township, Mercer County
•Ocean Township, Ocean County
• Middle Township, Cape May County
Transfer of Development Rights

Used on a larger scale
                                                         Planned
Developers may build                                      Village
more units in the
designated growth area,
if they purchase
development rights from
landowners in the
preservation area




         Chesterfield Township, NJ., Courtesy Clarke, Caton, Hintz.
Comparing the Tools

      Large lot
       zoning       • Affordable:
                     preserves land
                     with private funds
       Lot size     •Simple: Relatively
      averaging       easy to use

                    • Fair: Protects
      Clustering      landowner
                      equity

    Noncontiguous   • Needs
      clustering      improved
                      statutory
                      authority
        TDR
Proposed MLUL Amendments
       -- for All Cluster Tools
                           .
   Permissive

   Authorizes establishment of maximum lot sizes, FAR
   Authorizes clustering of residential and/or non-
    residential uses
   Authorizes clustering to preserve not only open space,
    but also farmland and historic sites

   Requires permanent preservation through easement

   Explicitly authorizes mandatory contiguous clustering
    (already in use)

   Explicitly authorizes lot-size averaging (already in use)
Noncontiguous Cluster –
            Special Issues

•   More powerful, larger-scale tool
•   Voluntary and market-driven – Town may have to
    serve as a broker for landowners and developer
•   Incentives, such as bonus units and infrastructure,
    may be helpful.
•   Legal constraints:
    •   Courts have thrown out noncontiguous
        ordinances if they “seem like” TDR
Proposed MLUL Amendments
      – for Noncontiguous Clustering
                          .
   Keeps noncontiguous voluntary on part of landowners
   Simplifies municipal planning obligations:
     Doesn’t require creation of a “Planned Development”

   Expands powers while distinguishing from TDR
     Authorizes towns to establish criteria for -- or
       designate -- areas for growth and areas for
       preservation
     Does not allow towns to access TDR provisions

   Allows same or greater development potential than
    provided by underlying zoning
     Can be increased to maintain equity or to create an
        incentive for developers to participate
Encouraging More “Livable Places and Open
                    Spaces”
                       .
The proposed MLUL amendments should lead to greater use
   of clustering:
    Clarifies municipal authority for existing practices
    Clarifies when noncontiguous clustering may be used,
     without having to meet the requirements for TDR
    Provides towns greater ability to control where and how
     growth and preservation would occur
    Gives property owners another option for developing their
     property, one that may better meet market demand.
    Applicable in rural, suburban and urban settings
www.njfuture.org
  Chris Sturm
609-393-0008, x114
csturm@njfuture.org

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New Jersey Future Improving Clustering as a Land Preservation Tool

  • 1. Improving Clustering as a Land Preservation Tool Chris Sturm, Senior Director of State Policy New Jersey Future January 4, 2012
  • 2. Smart Growth research, policy and advocacy organization Development that protects open space and farmland, strengthens communities, keeps housing affordable, provides transportation choices and fuels a prosperous economy
  • 3. Threats to Preserving Farmland and Supporting Agriculture • State and local governments can’t afford to buy all the land that needs protecting • Haphazard development fragments contiguous farmland, exacerbating conflicts with neighbors
  • 4. Farmland in1986 Changing Landscapes in the Garden State, Rowan & Rutgers Universities, 2010
  • 8. 2007, with Loss Shown in Red
  • 9. Focusing on a sample area
  • 10. If we could go back in time… what planning tools could have been used? Large lot zoning Lot size averaging Clustering Noncontiguous clustering Transfer of Development Rights (TDR) Franklin Township, NJ. Google maps 2011
  • 11. Large Lot Zoning Lot sizes are increased to reduce the amount of development on a parcel Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
  • 12. Lot Size Averaging The number of units stays the same, but the developer can shrink some lots and make others bigger. Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
  • 13. Contiguous Clustering Development is concentrated on a portion of the site, and the rest is preserved as open space Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
  • 14. Contiguous Clustering In this example, development is concentrated on the perimeter of the site, and a small farm is preserved. Slide courtesy of Clarke Caton Hintz
  • 15. Noncontiguous Clustering Municipality designates multiple parcels that a developer may choose from and treat as a single cluster even if they are noncontiguous Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
  • 16. Noncontiguous Clustering A developer may cluster units from one parcel onto another parcel, which would be developed more intensely. Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
  • 17. Noncontiguous Clustering A developer may cluster units from multiple parcels onto another parcel, which is developed more intensely. Franklin Township, NJ., Google maps 2011. (Parcel boundaries are fictitious)
  • 18. Noncontiguous Clustering Basics • Authorized by Municipal Land Use Law (MLUL) • MLUL allows town to create a “planned development” zone on multiple noncontiguous properties that can be developed as a single cluster: • “Sending area” parcel(s) are preserved • “Receiving area” parcel(s) are developed more intensively to accommodate the extra units • Voluntary: requires a “deal” between the municipality, sending area landowner(s), and receiving area landowner/developer
  • 19. Plainsboro example Noncontiguous cluster helped create 1,025- acre Plainsboro Preserve. 100 acres near the lake were preserved. 30 units were built on another property. A single person owned both properties and made an agreement with a developer.
  • 20. Hillsborough example Noncontiguous clustering used on five parcels for Hillsborough Chase project 105 homes recently constructed by Toll Brothers 157 acres on four parcels were permanently preserved and given to the township.
  • 21. Other New Jersey Examples • Monroe Township, Middlesex County • Robbinsville, Mercer County • North Hanover Township, Burlington County • Hopewell Township, Mercer County •Ocean Township, Ocean County • Middle Township, Cape May County
  • 22. Transfer of Development Rights Used on a larger scale Planned Developers may build Village more units in the designated growth area, if they purchase development rights from landowners in the preservation area Chesterfield Township, NJ., Courtesy Clarke, Caton, Hintz.
  • 23. Comparing the Tools Large lot zoning • Affordable: preserves land with private funds Lot size •Simple: Relatively averaging easy to use • Fair: Protects Clustering landowner equity Noncontiguous • Needs clustering improved statutory authority TDR
  • 24. Proposed MLUL Amendments -- for All Cluster Tools .  Permissive  Authorizes establishment of maximum lot sizes, FAR  Authorizes clustering of residential and/or non- residential uses  Authorizes clustering to preserve not only open space, but also farmland and historic sites  Requires permanent preservation through easement  Explicitly authorizes mandatory contiguous clustering (already in use)  Explicitly authorizes lot-size averaging (already in use)
  • 25. Noncontiguous Cluster – Special Issues • More powerful, larger-scale tool • Voluntary and market-driven – Town may have to serve as a broker for landowners and developer • Incentives, such as bonus units and infrastructure, may be helpful. • Legal constraints: • Courts have thrown out noncontiguous ordinances if they “seem like” TDR
  • 26. Proposed MLUL Amendments – for Noncontiguous Clustering .  Keeps noncontiguous voluntary on part of landowners  Simplifies municipal planning obligations:  Doesn’t require creation of a “Planned Development”  Expands powers while distinguishing from TDR  Authorizes towns to establish criteria for -- or designate -- areas for growth and areas for preservation  Does not allow towns to access TDR provisions  Allows same or greater development potential than provided by underlying zoning  Can be increased to maintain equity or to create an incentive for developers to participate
  • 27. Encouraging More “Livable Places and Open Spaces” . The proposed MLUL amendments should lead to greater use of clustering:  Clarifies municipal authority for existing practices  Clarifies when noncontiguous clustering may be used, without having to meet the requirements for TDR  Provides towns greater ability to control where and how growth and preservation would occur  Gives property owners another option for developing their property, one that may better meet market demand.  Applicable in rural, suburban and urban settings
  • 28. www.njfuture.org Chris Sturm 609-393-0008, x114 csturm@njfuture.org