[Amended 10-21-2024 STM by Art. 17]
A.
Purpose and intent. The purpose of this bylaw is to encourage development of new housing that is affordable to low- and moderate-income households. At minimum, affordable housing produced through this bylaw should be in compliance with the requirements set forth in Massachusetts General Laws (MGL) c. 40B, §§ 20 through 23, and other affordable housing programs developed by state, county, and local governments. It is intended that the affordable housing units that result from this bylaw be considered as local action units, in compliance with the requirements for the same as specified by the Massachusetts Executive Office of Housing and Livable Communities (EOHLC).
B. AFFORDABLE HOUSING RESTRICTION AFFORDABLE UNITS AREA MEDIAN INCOME (AMI) EOHLC HOUSING DEVELOPMENT PROJECT LOCAL INITIATIVE PROGRAM (LIP) LOW INCOME MODERATE INCOME QUALIFIED AFFORDABLE HOUSING PURCHASER or TENANT SUBSIDIZED HOUSING INVENTORY (SHI) WESTBOROUGH AFFORDABLE HOUSING TRUST FUND
Definitions.
A contract, mortgage agreement, deed restriction, or other legal instrument acceptable in form and substance to the Town of Westborough, that effectively restricts occupancy of an affordable housing unit to a qualified purchaser or renter, and which provides for administration, monitoring, and enforcement of the restriction during the term of affordability. An affordable housing restriction shall run with the land in perpetuity or for the maximum period allowed by law and be entered into and enforceable under the provisions of MGL c. 184, §§ 31 through 33, or other applicable provision of state law.
A dwelling unit that is affordable to and occupied by a low- or moderate-income household and meets the requirements for inclusion on the Massachusetts EOHLC Chapter 40B Subsidized Housing Inventory (SHI). Affordable units shall remain affordable in perpetuity. These units shall have the same construction methods, physical characteristics as, and be intermingled with, other units in the development of which they are a part.
The median family income for the metropolitan area that includes the Town as defined in the annual schedule of low- and moderate-income limits published by the U.S. Department of Housing and Urban Development (HUD), adjusted for household size.
The Massachusetts Executive Office of Housing and Livable Communities, or any successor agency.
Any development which results in the construction of additional dwelling units, whether by new construction and/or by the alteration, expansion, reconstruction, or change of pre-existing residential or nonresidential space.
A program administered by EOHLC pursuant to 760 CMR 56.00, or successor regulation, to develop and implement local housing initiatives that produce low- and moderate-income housing, with or without a comprehensive permit as defined in MGL c. 40B, §§ 20 through 23.
Household income that does not exceed 50% to 80% of the area median family income (AMI) adjusted for household size as determined by HUD, then in effect.
Household income that does not exceed 80% to 120% of the area median family income (AMI) adjusted for household size as determined by HUD, then in effect.
A low- or moderate-income household that purchases or rents and occupies an affordable housing unit as its principal residence.
Chapter 40B Subsidized Housing Inventory as provided in 760 CMR 56.03, or successor regulation.
The affordable housing trust authorized by vote of the 2020 Special Town Meeting and existing under MGL c. 44, § 55C.
C.
Applicability. In all zoning districts, the provisions of this section shall apply to:
(1)
Any housing development project, other than a conventional subdivision, that results in the creation of 10 or more dwelling units, whether by new construction or by the alteration, expansion, reconstruction, or change of existing residential or nonresidential space including mixed-use developments; and
(2)
To address the possible segmentation of projects over time, any construction that results in a net increase of 10 or more dwelling units measured over any five-year period will be subject to the provisions of this section.
D.
Mandatory provision of affordable units.
(1)
All housing development projects shall allocate a percentage of the total number of dwelling units as affordable units. Affordable units are divided into two tiers based on their level of affordability. Tier 1 represents units affordable to households at or below 50% of AMI and units affordable to households with annual gross incomes at or below 80% of AMI; and Tier 2 represents middle-income units affordable to households with annual gross incomes greater than 80% AMI, but at or below 120% of AMI.
Tier Level | Percentage Required |
|---|---|
Tier 1: 50% - 80% AMI (rental projects) 80% (ownership projects) | 15% |
Tier 2: 120% AMI | 5% |
Total | 20% |
(2)
For rental housing development projects, under Tier 1, the AMI used for establishing rent and income limits for these affordable units must average no more than 70% of AMI. Alternatively, at least 50% of such units may be priced for households having incomes at 50% AMI and the remaining affordable units may be priced for households at 80% of AMI.
(3)
For the purpose of calculating the number of units of affordable housing required within a development project, a fractional unit shall be rounded up to the next whole number.
(4)
The units that are to be designated affordable must comply with the requirements of EOHLC or a successor agency. Such units shall have deed restrictions regarding affordability which will continue in perpetuity and will allow the units to count as state-recognized affordable units.
(5)
In the event that an approved rental housing proposal is converted to ownership units at any time, then the percentage of affordable units, as described above, shall be 20% of the total dwelling units. The affordable units must be subject to restrictions sufficient to maintain perpetual affordability exclusively to persons with qualifying incomes and to qualify the units as affordable under the Local Initiative Project Unit Application criteria of EOHLC. The applicant shall be responsible for preparing the marketing plan and obtaining EOHLC approval of the affordable units such that they are included in the Town's inventory of affordable housing.
E.
Contribution in lieu of on-site units. The inclusionary zoning requirements of this section may be satisfied through monetary contributions in lieu of providing inclusionary units under the following circumstances:
(1)
By special permit from the Planning Board, where the Planning Board makes specific findings that there will be an unusual net benefit to achieving the Town's housing objectives as a result of allowing a monetary payment rather than requiring the development of inclusionary units. The findings shall include the current balance of the Affordable Housing Trust Fund and the Town's current Subsidized Housing Inventory (SHI) as measured and described in MGL c. 40B.
(2)
The monetary payment per unit shall be equal to two times the most current HUD income limit for a household of four in the metropolitan area that includes Westborough.
(3)
Such contribution shall be made to fund designated for affordable housing related needs such as the Affordable Housing Trust Fund, the Westborough Housing Authority, the Senior/Disabled Tax Relief Fund, or the Westborough Youth and Family Services for housing related case management, or other alternatives deemed suitable to the Planning Board.
F.
Preservation of affordability.
(1)
All ownership home development projects with affordable units shall provide deed restrictions on the applicable units to ensure that they remain affordable housing units in perpetuity. The deed restriction shall be consistent with deed riders approved by EOHLC for affordable housing programs it administers and shall grant the Town the right of first refusal to purchase any ownership units in the event that a qualified purchaser cannot be obtained.
(2)
All multi-family rental developments with affordable units shall provide a regulatory agreement for the applicable units to ensure that they remain affordable housing units in perpetuity. The regulatory agreement shall be consistent with regulatory agreements approved by EOHLC for affordable housing programs it administers, and shall grant the Town, the Affordable Housing Trust, or the Westborough Housing Authority, as agreed to by the Planning Board, the right of first refusal to lease any rental unit in the event that a qualified tenant cannot be obtained.
(3)
The right of refusal in the deed restriction or regulatory agreement, as applicable, shall be for a period of not less than 90 days from receipt of the notice that, despite diligent efforts, a subsequent qualified purchaser or tenant cannot be obtained.
(4)
In the event that any rental unit is converted to an ownership unit, the unit shall be restricted in perpetuity, per the requirements for home-ownership developments, and the restriction shall be established at or before the time of the first ownership purchase of the unit.
(5)
The Planning Board may designate the Affordable Housing Trust or its agent, or other suitable entity engaged in the creation, maintenance or preservation of affordable housing, to monitor, oversee, and administer the resale or re-lease of any affordable units created under this bylaw to ensure compliance with the requirements of the bylaw and applicable affordability restrictions.
G.
General provisions.
(1)
Development applicants are encouraged to consult with the Town, including the Affordable Housing Trust, early in the development process concerning the Town's affordable housing needs and the optimum manner in which the Town's needs and the applicant's affordable housing requirement can be met by the proposed development consistently with any housing and/or master plan then in effect.
(2)
Each affordable unit shall be subject to an affordable housing restriction as defined herein. The developer shall be responsible for preparing any documentation required by EOHLC and the Town to qualify the unit for listing on the SHI.
(3)
The developer shall provide an Affirmative Fair Housing Marketing and Resident Selection Plan (AFHMP) for all affordable units, which, at a minimum, meets the requirements set out in the Comprehensive Permit Guidelines of the EOHLC as in effect at the time of application. Copies of the plan shall be provided to the Town of Westborough Planning Department and Affordable Housing Trust, on an annual basis.
(4)
Developers may sell affordable for-sale units to the Town, the Affordable Housing Trust, or to a private nonprofit entity serving the Town for the purpose of providing affordable housing opportunities, marketing the affordable housing units, and managing the selection of buyers. All costs shall be paid by the developer and placed in escrow if required. Nothing herein shall be construed as requiring the Town, the Affordable Housing Trust, or a private nonprofit entity serving the Town to purchase affordable for-sale units if offered by a developer.
H.
Local preference. To the extent practicable and consistent with reasonable marketing efforts, local preference shall be given for the maximum number of affordable housing opportunities in each development subject to this bylaw. To the extent permitted by law, and to the extent permitted by programs under the jurisdiction of EOHLC, local preference for all rentals, sales and resales shall be given as follows, but not necessarily in this order:
(1)
Current residents living in the Town at the time of the development application;
(2)
Employees of businesses located in the Town;
(3)
An individual employed by the Town;
(4)
Active-duty servicemen or servicewomen, and veterans as defined in MGL c. 4, § 7, clause 43. Pursuant to MGL c. 40A, § 18, the Town may enter into an agreement with a housing developer or residential development owner to provide a preference for affordable housing to low- or moderator-income veterans according to the requirements and conditions contained therein.
I.
Development standards.
(1)
Affordable units shall be:
(a)
Integrated with the rest of the development and shall be compatible in design, appearance, and construction with the other units and/or lots;
(b)
Dispersed throughout the development;
(c)
Located such that the units have equal access to shared amenities, including light and air, and utilities (including any bicycle storage and/or electric vehicle charging stations) within the development;
(d)
Distributed proportionately among unit sizes; and
(e)
Distributed proportionately across each phase of a phased development.
(2)
To the extent permitted by law, 25% of the affordable units must be a fully accessible unit, as defined under the Americans with Disabilities Act (ADA).
(3)
At a minimum, the affordable units must have an equivalent level of accessibility as that of the market-rate units, and the affordable units must have an equivalent mix of disabled-accessible units as that of the market-rate units.
(4)
A phasing schedule shall be provided for all housing development proposals at the time of building permit application.
(5)
No certificate of occupancy shall be issued for any market-rate units in a development subject to this bylaw until all deed restrictions, agreements with the Town, and/or other documents necessary to ensure compliance by the applicant (and any purchasers of the affordable housing units) with the requirements of the bylaw have been executed and recorded.
J.
Conflict with other bylaws. The provisions of this bylaw shall be considered supplemental to the other sections of the Zoning Bylaw. To the extent that a conflict exists between this bylaw and other bylaw provisions, the more restrictive bylaw, or provisions therein, shall apply.