This document summarizes a conference on inclusionary zoning held by the APA-MA. It outlines the key initiatives of the Massachusetts Department of Housing and Community Development (DHCD) including expanding housing opportunities and ending homelessness. It then discusses the Local Initiative Program (LIP), which allows locally initiated affordable housing developments to count toward state housing targets. It notes the requirements for LIP units to count, including long-term deed restrictions, fair housing marketing, and affordability for low-income residents. Finally, it emphasizes the importance of political will, planning, capacity building, and relationships to support affordable housing development.

1. APA-MA Inclusionary Zoning Conference
Getting Units to “Count” on the SHI
May 18, 2014
Toni Coyne Hall
Aaron Gornstein, Undersecretary

2. DHCD Key Initiatives
 Working in Partnership with Communities
 Expanding Housing Opportunities
 Improving Public Housing
 Preventing Foreclosure
 Ending Homelessness
 Investing in Community Development and
Revitalization
 Building Economic Security and Self-
Sufficiency

3. Mission
 Part of the Secretariat:
 Executive Office of Housing and Economic
Development (“EOHED”).
 EOHED’s mission is “the creation of homes and
jobs in the Commonwealth”.

5. About LIP
Local Initiative Program
 Established in 1990
 Non-financial subsidy program
 Locally initiated development
projects
 Board of Selectmen/Mayor must
endorse
 Access to the Comprehensive
Permit process and Local Action

6. LIP/Local Action Units
 Affordable Units that are ‘counted’
 No Comprehensive Permit is used
 Result of a municipal/local action
 Each Project:
 Affirmative fair marketing and lottery
plan
 Sale price/rent is affordable
 Long term restrictions

7. What Is
The Subsidized
Housing Inventory
 A list of the number of subsidized units in each
community and the percentage of all units.
 Units count if:
—Developed under a state or federal eligible
subsidy program
—Affordable to households at or below 80% of
area median income
—Have long term restrictions
—Are fairly marketed

8. Counting Units-Local Action
Local Initiative Program
 Long term deed
restriction
 Affirmative Marketing
 3 page Application

9. LIP/Local Action Units
Project Types
 New construction
 Building conversion
 Adaptive reuse
 Substantial
rehabilitation
 New affordability in
vacant units

10. LIP/Local Action Units
Project Types
Site Reuse
New Construction
 2 affordable rentals

11. Fair Housing Framework
 Obligation to affirmatively further fair
housing
 maximum opportunities for persons
protected under fair housing laws

12. Marketing Must Be Affirmative
 The application process must be
explicitly fair in the Marketing Plan.
 A local preference may not exceed more
than 70% of the units in a Project

14. After the House Is Built
 Work seems to begin all over again
 Relationships
 Monitoring
 Legal documents/regulations
 Can provide guidance for you and the
homeowner

15. Helpful Hints
 Political will
 Plan/strategy
 Use existing
rules/regulations
 Capacity
 Education
 Relationships

16. Contact Information
DHCD
100 Cambridge Street, Suite 300
Boston, Massachusetts 02114
Phone: 617.573.1351
www.mass.gov/dhcd