“Haveyouevertriedthis?”
TheHousingPlanners/CoordinatorsNetwork: asynergized
approachtodevelopingaffordablehousing
Session for the Southern New England American Planning
Association (SNEAPA) Conference
Elizabeth DeMille Barnett, AICP, MODERATOR
SNEAPAOctober21,2016
HousingPlanners/CoordinatorsNetworkorthe
HousingNetwork
• Was formed in the Fall of 2011, following a Massachusetts Housing
Partnership Housing Institute, by primarily small-town affordable
housing staff and board members
• Meets on a monthly basis in each other’s communities for breakfast
• Participation is voluntary – members from a variety of professional
backgrounds, e.g., planners, lawyers, community leaders, engineers,
etc.
• Disciplined monthly “roll-up-your-sleeves sessions” with project
progress updates and/charrette-style problem solving.
• Organization has served as a professional support incubator for both
housing development and housing planning – sharing
resources/experience ranging from planning and procurement to
operations.
SNEAPAOctober21,2016
Affordable Housing Timeline
• 1937 United States Housing Act
• 1949 Housing Act of 1949
• 1959 Housing Act of 1959 Section 202 and Section 221D3
• 1965 U.S. Department of Housing and Urban Development (HUD)
• 1969 M.G.L. Chapter 40B – local permitting override for affordable housing
• 1973 HUD Section 8 Program for New and Existing Housing
• 1986 Low Income Housing Tax Credit Program and the McKinney Act
• 1989 HUD HOME Program
• 1993 HUD Hope VI (unit rehabilitation/replacement)
• 1997 Community Economic Development Assistance Corporation (CEDAC)
pre-development loans and supportive housing financing
• 2000 Massachusetts Community Preservation Act –funding for
Community Housing development/establishes Municipal Affordable
Housing Trusts
• 2012 HUD Rental Assistance Demonstration (RAD) - rehabilitation of
existing developments
(Massachusetts initiatives in italics)
SNEAPAOctober21,2016
2016AffordableHousingResources
(Massachusetts)
• 1937 United States Housing Act
• 1949 Housing Act of 1949
• 1959 Housing Act of 1959 Section 202 and Section 221D3
• 1965 U.S. Department of Housing and Urban Development (HUD)
• 1969 M.G.L. Chapter 40B – local permitting override for affordable housing
• 1973 HUD Section 8 Program for New and Existing Housing
• 1986 Low Income Housing Tax Credit Program and the McKinney Act
• 1989 HUD HOME Program
• 1993 HUD Hope VI (unit rehabilitation/replacement)
• 1997 Community Economic Development Assistance Corporation (CEDAC)
pre-development loans and supportive housing financing
• 2000 Massachusetts Community Preservation Act –funding for
Community Housing development/establishes Municipal Affordable
Housing Trusts
• 2012 HUD Rental Assistance Demonstration (RAD) - rehabilitation of
existing developments
(Massachusetts initiatives in italics)
SNEAPAOctober21,2016
HousingNetworkTopics: affordablehousingand
publicprivatepartnerships
• Areas highlighted today:
• Demand vs. supply – Fran Stanley, Housing Coordinator, Groton,
MA
• Who, what and where?: Easton’s experience maximizing
opportunities – Wayne Beitler, Community Planner, Easton, MA
• Aligning the stars: the political challenges – Laura Spear, Vice-
Chair, Stow Affordable Housing Trust, Stow, MA
• Mobilizing the army: the logistical challenges of affordable
housing implementation – Adam Duchesneau, AICP, Town
Planner, Boxborough, MA
SNEAPAOctober21,2016
• “Today’s local housing developer (community
side) needs to be able to work with architects,
engineers, state officials, understand financing
deals, and be a team player.”
-- Seasoned Massachusetts state housing veteran
SNEAPAOctober21,2016
HousingNetwork:AffordableHousingProjects
SNEAPAOctober21,2016
E. BARNETT END
SNEAPAOctober21,2016
Housing Network Panel
Fran Stanley
Housing Coordinator
Groton, Massachusetts
Located 35 miles northwest of Boston and 15 miles south of Nashua
Groton’s Community Profile
Land Area: 32.5 square miles
Population: 10,937
Government: Open Town Meeting
Affordable Units: 215 units or 5.47%
Roadway miles: 107
Public Water: 60%
Public Sewer: 15%
Rivers: Nashua & Squannacook
Open Space: 41% land area or 8889 acres or
ACEC: 88% of Town in either Squannassit or Petapawag
Age restricted homeownership units. Senior subsidized housing allowed under
local zoning. In Massachusetts, age restricted affordables allow applicants to
have more assets than the typical affordable unit. Highly successful.
Affordable Housing Trust invests in development to create 3 affordable
homeownership units. Development features re-use of historic building, siting of
affordables with proximity to Town Center amenities and is an infill development.
Project started in 2012 and is still being built out.
Housing Network colleagues have offered practical suggestions based on their
community’s experiences. Those varied ideas and suggestions have improved my
ability to support Groton’s existing affordable/subsidized inventory.
Examples:
• Sharing information about DHCD oversight of affordable units.
• Resolving monitoring issues.
• Assisting affordable homeowners with questions about condo
association governance, home repairs, property taxes.
• Sharing ideas to support maintenance of existing subsidized rentals
offered through the housing authority.
• Assisting households in need of subsidized and affordable housing.
Thank you.
Fran Stanley 978.732.1913
Housing Coordinator fstanley@townofgroton.org
Groton in 1886
F. STANLEY END
Incorporated in 1725, Easton is 28 miles south of Boston 26 miles
northeast of Providence
Town of Easton
Massachusetts
Easton’s Community Profile
Land Area: 28.44 square miles
Population: 23,357
Government: Open Town Meeting
Affordable Units: 826 units or 10.19 %
Roadway miles: 129 (121 Municipal, 8 State)
Public Water: 98%
Public Sewer: 5%
Open Space: 32% land area or 6,002 acres
ACEC: 8,960 acres in Hockomock Swamp or
Canoe River Aquifer ACECs
Town of Easton
Massachusetts
In the past decade Easton became very proactive in planning for diverse
housing options
• Queset 40R “Smart Growth” mixed-use zoning overlay district (2008 Town
Meeting)
• Offices, stores, 60 condos, 220 mixed-income rental apartments
• Waste-Water Treatment Facility also supports abutting new Queset
Commercial zoning overlay district (2015 Town Meeting)
• Encouraged several “Friendly 40B” apartment developments
• 290-unit mixed income Avalon Easton development mitigation
included tying Five Corners area into neighboring sewer district,
supporting higher-value commercial development (2015 Town
Meeting)
Town of Easton
Massachusetts
Ames Shovel Works –
rehabilitation of historic factory
complex into 113 mixed-income
apartments
• $3 million preservation
restriction purchase
• $4.35 million loan
• 10-year Tax Increment
Financing agreement
• Waste-Water Treatment Facility
for Shovel Works and historic
downtown commercial district
• (2011 Town Meeting)
Town of Easton
Massachusetts
Affordable Housing Trust (2008
Town Meeting)
• Mostly CPA Funds
• Homebuyer Assistance Program
(5 Units, $269,056)
• Housing Authority Roof &
Windows (87 Units, $366,589)
• Exploring Rebuilding 1 Housing
Authority House (~$200,000)
• Exploring Building Veteran’s
Housing (~8 Units, ~$400,000)
• Part-time Staff Salary (Also
Supports 40B/40R etc.)
Town of Easton
Massachusetts
Only a small number of volunteers and professionals do this specific work,
which is fairly complicated and arcane. Most of that work is in cities which
operate at larger scales and with more professional and non-profit support
and programs.
Housing Network contacts and discussions have been invaluable in helping
me support Easton’s community housing goals.
Examples:
• Group provides very accessible “peer to peer” learning environment
• Group provides venue to invite expert guests (State, non-profits, etc.)
• Informal discussions provide real-world examples of RELEVANT successful
projects & programs in similar suburban towns
• Informal discussions help map out complex projects and timelines
• Informal discussions help strategize for maximum effectiveness structuring
deals, public relations campaigns, regulatory approvals, etc.
Town of Easton
Massachusetts
Town of Easton
Massachusetts
Wayne Beitler, M.A., Community
Planner
Town of Easton
136 Elm Street
Easton, MA 02356
Direct Line: 508-230-0645
E-Mail: wbeitler@easton.ma.us
W. BEITLER END
H O U S I N G N E T W O R K : L A U R A S P E A R , S T O W,
M A
SNEAPA 2016
Incorporated in 1683, Stow is 21 miles west of Boston
TOWN OF STOW
STOW’S COMMUNITY PROFILE
Land Area: 18.1 square miles
Population: 6590 (2010)
Government: Open Town Meeting
Roadway miles: 60
Municipal Water: 0%
Municipal Sewer: 0%
Affordable Units: 179 units or 7.16%
Open Space: 1000 acres of protected conservation land
plus 1300 acres owned by U.S. Government and
Commonwealth of Massachusetts;
50% of undeveloped land in Stow is in a Chapter
61 program
SMAHT: ROLE AND EXPECTATIONS
• Provide 10% certified affordable housing but not…
• In anyone’s backyard or on an abutting parcel
• In existing golf courses
• In existing apple orchards
• In the center of Town
• In Chapter 61 land
• At the expense of undeveloped open space
• At any cost
• Know everything about Chapter 40B, Housing Production
Plans, Community Preservation Act, Chapter 61 (61A, 61B),
LIPs, zoning, HUD, affordable housing development
community, federal and state funding sources and subsidies,
legal defense, state and federal grant programs, affordable
housing trust requirements, procurement laws, etc… as
volunteers
AFFORDABLE HOUSING EXAMPLES:
NOT SUCCESSFUL
241 Boxboro Road, Stow
AFFORDABLE HOUSING EXAMPLES:
NOT SUCCESSFUL
323 Great Road, Stow
AFFORDABLE HOUSING EXAMPLES:
NOT SUCCESSFUL
Plantation 2
AFFORDABLE HOUSING EXAMPLES:
SUCCESSFUL
CPA funds for buying, selling, renting,
and rehabilitating housing units on the
subsidized housing inventory facing
foreclosure proceeding
AFFORDABLE HOUSING EXAMPLES:
SUCCESSFUL
AFFORDABLE HOUSING EXAMPLES:
SUCCESSFUL
Pilot Grove 2: Partnership with Stow Community
Housing Corporation, CPA funds
AFFORDABLE HOUSING EXAMPLES:
SUCCESSFUL
Pine Point parcel (municipal land): SMAHT granted control by Town Meeting
PROCESS FOR AFFORDABLE HOUSING
ON MUNICIPAL LAND
Key Steps Activities
1 SMAHT assesses parcels for suitability for development of affordable
housing
2 SMAHT informs Board of Selectmen (BOS) of intent to proceed with one or
more parcels, formally requests control of property
3 BOS distributes memo of intent to all Town Boards and committees, solicits
feedback
4 If needed, SMAHT and BOS sponsor Joints Boards meeting
5 BOS decides whether to move forward
6 If proceed: SMAHT and BOS draft Town Meeting article
7 SMAHT does community outreach and education
8 Town Meeting decides whether to change use and grant control to SMAHT
9 If approved: SMAHT further investigates technical and financial feasibility
and issues RFP for development if appropriate
10 Developer selected based on RFP criteria
Similar to surplus property process
LESSONS LEARNED
• No one has all of the answers
• Don’t get discouraged -- keep plugging away
• Communication with all stakeholders is essential
• Make sure you have
a great support
network
HOW HOUSING NETWORK HELPS
1. General support
2. Prior experience from the trenches
3. Information sharing
L. SPEAR END
Adam Duchesneau, AICP
Town Planner
Boxborough, Massachusetts
Boxborough: A Rural, Engaged Community for All
Boxborough’s Community Profile
• Land Area: 10.4 square miles
• Population: ~ 5,000
• Government: Open Town Meeting
• Affordable Units: 23 units / 1.12%
• Roadway Miles: 45
• Public Water: None (wells only)
• Public Sewer: None
• Open Space: 1,415 acres / 21.3%
Adam L. Duchesneau, AICP
Town Planner
Town of Boxborough
29 Middle Road
Boxborough, MA 01719
978-264-1723
ADuchesneau@Boxborough-MA.gov
A. DUCHESNEAU END
QUESTIONS FOR PANEL?
SNEAPAOctober21,2016
THANK YOU!
SNEAPAOctober21,2016

Have you ever tried this

  • 1.
    “Haveyouevertriedthis?” TheHousingPlanners/CoordinatorsNetwork: asynergized approachtodevelopingaffordablehousing Session forthe Southern New England American Planning Association (SNEAPA) Conference Elizabeth DeMille Barnett, AICP, MODERATOR SNEAPAOctober21,2016
  • 2.
    HousingPlanners/CoordinatorsNetworkorthe HousingNetwork • Was formedin the Fall of 2011, following a Massachusetts Housing Partnership Housing Institute, by primarily small-town affordable housing staff and board members • Meets on a monthly basis in each other’s communities for breakfast • Participation is voluntary – members from a variety of professional backgrounds, e.g., planners, lawyers, community leaders, engineers, etc. • Disciplined monthly “roll-up-your-sleeves sessions” with project progress updates and/charrette-style problem solving. • Organization has served as a professional support incubator for both housing development and housing planning – sharing resources/experience ranging from planning and procurement to operations. SNEAPAOctober21,2016
  • 3.
    Affordable Housing Timeline •1937 United States Housing Act • 1949 Housing Act of 1949 • 1959 Housing Act of 1959 Section 202 and Section 221D3 • 1965 U.S. Department of Housing and Urban Development (HUD) • 1969 M.G.L. Chapter 40B – local permitting override for affordable housing • 1973 HUD Section 8 Program for New and Existing Housing • 1986 Low Income Housing Tax Credit Program and the McKinney Act • 1989 HUD HOME Program • 1993 HUD Hope VI (unit rehabilitation/replacement) • 1997 Community Economic Development Assistance Corporation (CEDAC) pre-development loans and supportive housing financing • 2000 Massachusetts Community Preservation Act –funding for Community Housing development/establishes Municipal Affordable Housing Trusts • 2012 HUD Rental Assistance Demonstration (RAD) - rehabilitation of existing developments (Massachusetts initiatives in italics) SNEAPAOctober21,2016
  • 4.
    2016AffordableHousingResources (Massachusetts) • 1937 UnitedStates Housing Act • 1949 Housing Act of 1949 • 1959 Housing Act of 1959 Section 202 and Section 221D3 • 1965 U.S. Department of Housing and Urban Development (HUD) • 1969 M.G.L. Chapter 40B – local permitting override for affordable housing • 1973 HUD Section 8 Program for New and Existing Housing • 1986 Low Income Housing Tax Credit Program and the McKinney Act • 1989 HUD HOME Program • 1993 HUD Hope VI (unit rehabilitation/replacement) • 1997 Community Economic Development Assistance Corporation (CEDAC) pre-development loans and supportive housing financing • 2000 Massachusetts Community Preservation Act –funding for Community Housing development/establishes Municipal Affordable Housing Trusts • 2012 HUD Rental Assistance Demonstration (RAD) - rehabilitation of existing developments (Massachusetts initiatives in italics) SNEAPAOctober21,2016
  • 5.
    HousingNetworkTopics: affordablehousingand publicprivatepartnerships • Areashighlighted today: • Demand vs. supply – Fran Stanley, Housing Coordinator, Groton, MA • Who, what and where?: Easton’s experience maximizing opportunities – Wayne Beitler, Community Planner, Easton, MA • Aligning the stars: the political challenges – Laura Spear, Vice- Chair, Stow Affordable Housing Trust, Stow, MA • Mobilizing the army: the logistical challenges of affordable housing implementation – Adam Duchesneau, AICP, Town Planner, Boxborough, MA SNEAPAOctober21,2016
  • 6.
    • “Today’s localhousing developer (community side) needs to be able to work with architects, engineers, state officials, understand financing deals, and be a team player.” -- Seasoned Massachusetts state housing veteran SNEAPAOctober21,2016
  • 7.
  • 8.
  • 9.
    Housing Network Panel FranStanley Housing Coordinator Groton, Massachusetts
  • 10.
    Located 35 milesnorthwest of Boston and 15 miles south of Nashua
  • 11.
    Groton’s Community Profile LandArea: 32.5 square miles Population: 10,937 Government: Open Town Meeting Affordable Units: 215 units or 5.47% Roadway miles: 107 Public Water: 60% Public Sewer: 15% Rivers: Nashua & Squannacook Open Space: 41% land area or 8889 acres or ACEC: 88% of Town in either Squannassit or Petapawag
  • 12.
    Age restricted homeownershipunits. Senior subsidized housing allowed under local zoning. In Massachusetts, age restricted affordables allow applicants to have more assets than the typical affordable unit. Highly successful.
  • 13.
    Affordable Housing Trustinvests in development to create 3 affordable homeownership units. Development features re-use of historic building, siting of affordables with proximity to Town Center amenities and is an infill development. Project started in 2012 and is still being built out.
  • 14.
    Housing Network colleagueshave offered practical suggestions based on their community’s experiences. Those varied ideas and suggestions have improved my ability to support Groton’s existing affordable/subsidized inventory. Examples: • Sharing information about DHCD oversight of affordable units. • Resolving monitoring issues. • Assisting affordable homeowners with questions about condo association governance, home repairs, property taxes. • Sharing ideas to support maintenance of existing subsidized rentals offered through the housing authority. • Assisting households in need of subsidized and affordable housing.
  • 15.
    Thank you. Fran Stanley978.732.1913 Housing Coordinator fstanley@townofgroton.org Groton in 1886
  • 16.
  • 17.
    Incorporated in 1725,Easton is 28 miles south of Boston 26 miles northeast of Providence Town of Easton Massachusetts
  • 18.
    Easton’s Community Profile LandArea: 28.44 square miles Population: 23,357 Government: Open Town Meeting Affordable Units: 826 units or 10.19 % Roadway miles: 129 (121 Municipal, 8 State) Public Water: 98% Public Sewer: 5% Open Space: 32% land area or 6,002 acres ACEC: 8,960 acres in Hockomock Swamp or Canoe River Aquifer ACECs Town of Easton Massachusetts
  • 19.
    In the pastdecade Easton became very proactive in planning for diverse housing options • Queset 40R “Smart Growth” mixed-use zoning overlay district (2008 Town Meeting) • Offices, stores, 60 condos, 220 mixed-income rental apartments • Waste-Water Treatment Facility also supports abutting new Queset Commercial zoning overlay district (2015 Town Meeting) • Encouraged several “Friendly 40B” apartment developments • 290-unit mixed income Avalon Easton development mitigation included tying Five Corners area into neighboring sewer district, supporting higher-value commercial development (2015 Town Meeting) Town of Easton Massachusetts
  • 20.
    Ames Shovel Works– rehabilitation of historic factory complex into 113 mixed-income apartments • $3 million preservation restriction purchase • $4.35 million loan • 10-year Tax Increment Financing agreement • Waste-Water Treatment Facility for Shovel Works and historic downtown commercial district • (2011 Town Meeting) Town of Easton Massachusetts
  • 21.
    Affordable Housing Trust(2008 Town Meeting) • Mostly CPA Funds • Homebuyer Assistance Program (5 Units, $269,056) • Housing Authority Roof & Windows (87 Units, $366,589) • Exploring Rebuilding 1 Housing Authority House (~$200,000) • Exploring Building Veteran’s Housing (~8 Units, ~$400,000) • Part-time Staff Salary (Also Supports 40B/40R etc.) Town of Easton Massachusetts
  • 22.
    Only a smallnumber of volunteers and professionals do this specific work, which is fairly complicated and arcane. Most of that work is in cities which operate at larger scales and with more professional and non-profit support and programs. Housing Network contacts and discussions have been invaluable in helping me support Easton’s community housing goals. Examples: • Group provides very accessible “peer to peer” learning environment • Group provides venue to invite expert guests (State, non-profits, etc.) • Informal discussions provide real-world examples of RELEVANT successful projects & programs in similar suburban towns • Informal discussions help map out complex projects and timelines • Informal discussions help strategize for maximum effectiveness structuring deals, public relations campaigns, regulatory approvals, etc. Town of Easton Massachusetts
  • 23.
    Town of Easton Massachusetts WayneBeitler, M.A., Community Planner Town of Easton 136 Elm Street Easton, MA 02356 Direct Line: 508-230-0645 E-Mail: wbeitler@easton.ma.us
  • 24.
  • 25.
    H O US I N G N E T W O R K : L A U R A S P E A R , S T O W, M A SNEAPA 2016
  • 26.
    Incorporated in 1683,Stow is 21 miles west of Boston TOWN OF STOW
  • 27.
    STOW’S COMMUNITY PROFILE LandArea: 18.1 square miles Population: 6590 (2010) Government: Open Town Meeting Roadway miles: 60 Municipal Water: 0% Municipal Sewer: 0% Affordable Units: 179 units or 7.16% Open Space: 1000 acres of protected conservation land plus 1300 acres owned by U.S. Government and Commonwealth of Massachusetts; 50% of undeveloped land in Stow is in a Chapter 61 program
  • 28.
    SMAHT: ROLE ANDEXPECTATIONS • Provide 10% certified affordable housing but not… • In anyone’s backyard or on an abutting parcel • In existing golf courses • In existing apple orchards • In the center of Town • In Chapter 61 land • At the expense of undeveloped open space • At any cost • Know everything about Chapter 40B, Housing Production Plans, Community Preservation Act, Chapter 61 (61A, 61B), LIPs, zoning, HUD, affordable housing development community, federal and state funding sources and subsidies, legal defense, state and federal grant programs, affordable housing trust requirements, procurement laws, etc… as volunteers
  • 29.
    AFFORDABLE HOUSING EXAMPLES: NOTSUCCESSFUL 241 Boxboro Road, Stow
  • 30.
    AFFORDABLE HOUSING EXAMPLES: NOTSUCCESSFUL 323 Great Road, Stow
  • 31.
    AFFORDABLE HOUSING EXAMPLES: NOTSUCCESSFUL Plantation 2
  • 32.
    AFFORDABLE HOUSING EXAMPLES: SUCCESSFUL CPAfunds for buying, selling, renting, and rehabilitating housing units on the subsidized housing inventory facing foreclosure proceeding
  • 33.
  • 34.
    AFFORDABLE HOUSING EXAMPLES: SUCCESSFUL PilotGrove 2: Partnership with Stow Community Housing Corporation, CPA funds
  • 35.
    AFFORDABLE HOUSING EXAMPLES: SUCCESSFUL PinePoint parcel (municipal land): SMAHT granted control by Town Meeting
  • 36.
    PROCESS FOR AFFORDABLEHOUSING ON MUNICIPAL LAND Key Steps Activities 1 SMAHT assesses parcels for suitability for development of affordable housing 2 SMAHT informs Board of Selectmen (BOS) of intent to proceed with one or more parcels, formally requests control of property 3 BOS distributes memo of intent to all Town Boards and committees, solicits feedback 4 If needed, SMAHT and BOS sponsor Joints Boards meeting 5 BOS decides whether to move forward 6 If proceed: SMAHT and BOS draft Town Meeting article 7 SMAHT does community outreach and education 8 Town Meeting decides whether to change use and grant control to SMAHT 9 If approved: SMAHT further investigates technical and financial feasibility and issues RFP for development if appropriate 10 Developer selected based on RFP criteria Similar to surplus property process
  • 37.
    LESSONS LEARNED • Noone has all of the answers • Don’t get discouraged -- keep plugging away • Communication with all stakeholders is essential • Make sure you have a great support network
  • 38.
    HOW HOUSING NETWORKHELPS 1. General support 2. Prior experience from the trenches 3. Information sharing
  • 39.
  • 40.
    Adam Duchesneau, AICP TownPlanner Boxborough, Massachusetts Boxborough: A Rural, Engaged Community for All
  • 42.
    Boxborough’s Community Profile •Land Area: 10.4 square miles • Population: ~ 5,000 • Government: Open Town Meeting • Affordable Units: 23 units / 1.12% • Roadway Miles: 45 • Public Water: None (wells only) • Public Sewer: None • Open Space: 1,415 acres / 21.3%
  • 55.
    Adam L. Duchesneau,AICP Town Planner Town of Boxborough 29 Middle Road Boxborough, MA 01719 978-264-1723 ADuchesneau@Boxborough-MA.gov
  • 56.
  • 57.
  • 58.