8.1.1
Purposes. The purposes of this Section 8.1 are to:
A.
Promote efficient use of land in harmony with the Town’s natural and heritage landscapes;
B.
Preserve valuable open space;
C.
Foster compact development patterns using flexible density and lot dimensional and to promote and encourage creativity in neighborhood design;
D.
Provide diverse and energy-efficient housing at all market levels;
E.
Protect surface water and groundwater, wetlands, floodplains, agricultural lands, wildlife, and other natural resources; and
F.
Promote aesthetics and the amenities of the Town.
8.1.2
Applicability. To encourage open space design, OSRD is allowed by right, subject only to the requirements of the Planning Board’s subdivision rules and regulations (“subdivision regulations”) and this Section 8.1. An OSRD that does not require approval under subdivision control is allowed by right subject to site plan approval by the Planning Board in accordance with this section and Section 2.6. There is no minimum tract size for an OSRD.
An open space residential design (OSRD) may be proposed in any residential district. All subdivisions shall comply with the open space design provisions of this Section 8.1 unless the Planning Board grants a special permit to allow a development that deviates from the requirements herein. Such deviations may be approved if the applicant demonstrates that the proposed alternative development configuration provides adequate protection of the site’s environmental resources and fulfills the purposes of this Section 8.1 as well as or better than an OSRD.
This Section 8.1 applies only to subdivisions of land as defined in G.L. c. 41, §81L, and not to construction of homes or businesses on individual lots that existed prior to September 14, 2018, or to lots created through the approval not required (ANR) process with frontage on public ways existing as such as of September 14, 2018, described in the subdivision regulations.
If the proposed open space design also involves one or more common driveways, density bonuses, or any other use or purpose that requires a special permit, the proceedings for all special permits and the site plan review for the lot configuration shall occur in one consolidated special permit process with the Planning Board.
8.1.3
Development Impact Statement and Conservation Analysis. The applicant shall present enough information about the site’s environmental and open space resources to enable the Planning Board to determine whether a proposed OSRD (or development by special permit that deviates from the requirements for an OSRD) satisfies the purposes and standards of this Section 8.1. Accordingly, the applicant shall prepare and submit a development impact statement (DIS) including a conservation analysis as described in the Planning Board’s subdivision regulations. For an OSRD that is not a subdivision, and that is presented as a site plan review application under Section 2.6, the applicant shall not be required to submit a full DIS. However, the Planning Board may require the submission of all or part of a conservation analysis as described in the subdivision regulations.
8.1.4
Conservation Analysis and Findings.
A.
Prior to filing an application, an applicant is encouraged to meet with the Planning Board to discuss the conservation resources on the site. At this meeting, the Planning Board shall indicate to the applicant which land is likely to have the most conservation value and be most important to preserve and where development may be most appropriately located.
B.
In the case of a proposed plan that deviates from the requirements of this Section 8.1, if the Planning Board determines that the land with the greatest conservation value cannot be protected except by use of an OSRD, the Planning Board shall deny the special permit and require that the applicant submit a plan that complies with this Section 8.1.
C.
The Planning Board, in consultation with the Conservation Commission, shall study the conservation analysis, may conduct field visits, and shall formally determine which land should be preserved and where development may be located. The Planning Board shall make written findings supporting this determination (the “conservation findings”). The Planning Board shall deny any application that does not include sufficient information to make conservation findings or that does not preserve land that the Planning Board determines should be preserved from development as a result of the conservation analysis and findings.
D.
The Planning Board’s conservation findings shall be incorporated into its decision to approve, approve with conditions, or deny an application. The conservation findings shall show land to be permanently preserved by a conservation restriction, as well as recommended conservation uses, ownership, and management guidelines for such land. The conservation findings shall also indicate preferred locations for development if the plan is denied based upon such findings.
8.1.5
Basic Requirements.
A.
The proposed OSRD plan shall show that at least 50 percent total acreage on the site will be preserved by conservation restriction, based upon the conservation findings.
B.
The maximum number of dwelling units in an OSRD shall be calculated by a formula based on the net acreage of the property. The formula is intended to take into account certain development limitations that make some land less developable than other land. This calculation involves two steps, calculating the net acreage and dividing by the base allowed density.
1.
To determine net acreage, subtract the following from the total (gross) acreage of the site:
a)
Half of the acreage of land with slopes of 20 percent or greater (2,000 square feet or more of contiguous sloped area at least 10 feet in width); and
b)
The total acreage of lakes, ponds, land subject to easements or restrictions prohibiting development, 100-year floodplains, and all freshwater wetlands as defined in G.L. c. 131, §40, as delineated by an accredited wetlands specialist and approved by the Southbridge Conservation Commission.
Documentation of wetlands and site constraints shall be submitted in accordance with the Planning Board’s OSRD regulations. |
2.
To determine the base maximum number of allowable dwelling units on the site, divide the net acreage by 2 in the R1 or TF district for a project that will be connected to sewer, and by 1.5 for a project that will not be connected to the sewer system; and in the R3 district, divide the net acreage by 3. Fractional units of less than 0.5 shall be rounded down and 0.5 or more shall be rounded up.
C.
The unit count determined above may be increased through density bonuses designed to advance important goals of the Southbridge master plan. Density bonuses are given by special permit at the discretion of the Planning Board based upon the expected public benefit. They are calculated by first determining the base allowable unit count without rounding fractional units up or down, and then multiplying that number by 100 percent plus the percentages listed below. Resulting fractional units, if any, shall be rounded up or down as in Section 8.1.5(B)(2).
1.
If the applicant allows deeded public access to the open space portion of the property and the Planning Board finds that such public access provides a significant recreational benefit to the Town: a maximum of 10 percent.
2.
If the applicant restricts ownership or rental and occupancy of units allowed by Section 8.1.5(B) as affordable housing and makes a binding commitment to construct such affordable dwellings: a maximum of 50 percent. For every unit dedicated as an affordable unit, the Planning Board may approve up to two bonus market rate units, up to the maximum 50 percent.
3.
If the applicant preserves as permanent open space more than the minimum required percentage: a maximum 10 percent density bonus per additional 5 percent of the parcel preserved as open space.
D.
The housing types allowed in an OSRD include single-family, two-family, or multifamily dwellings. The subdivision approval and special permit/site plan requirements shall be fulfilled concurrently in one proceeding to the extent practical. Any OSRD application involving two-family or multifamily dwellings shall include a site plan that shows the location, layout, height, and setbacks of such dwellings. Accessory apartments shall be permitted in OSRD developments and shall not be counted toward the total maximum number of units in the development.
8.1.6
Dimensional and Design Requirements.
A.
Minimum Lot Sizes in Open Space Designs. The limiting factor on lot size in an OSRD is the need for adequate water supply and sewage disposal. Accordingly, there is no required minimum lot size for zoning purposes. This does not affect the power of the Board of Health to require areas on a lot for the disposal of sewage and the protection of water supply.
B.
Setbacks, Road Frontage, and Road Requirements. The minimum setback shall be 10 feet from any property line. There shall be no numerical requirements for lot frontage in an OSRD; provided, that each lot has legally and practically adequate vehicular access to a public way or a way approved under the subdivision regulations across its own frontage or via a shared driveway approved by the Planning Board. All dwellings must comply with applicable Board of Health requirements. The Planning Board may modify the applicable road construction requirements for new roads within an OSRD as provided in the subdivision regulations if it finds that such modifications will be consistent with the purposes of this Section 8.1 and the master plan.
C.
Arrangement of Lots.
1.
Lots shall be located and arranged in a manner that protects views from roads and other publicly accessible points; farmland; wildlife habitat; large intact forest areas; hilltops; ponds; steep slopes; and other sensitive environmental resources, while facilitating pedestrian circulation. Generally, residential lots shall be located the minimum feasible distance from existing public roadways. The Planning Board shall take into consideration the conservation analysis and findings in approving the arrangement of lots.
2.
Lot, roadway, and driveway layouts, land alterations, and placement of structures shall follow any design guidelines for OSRD which may be adopted by the Planning Board.
8.1.7
Open Space.
A.
Open space set aside in an OSRD or as a condition of any special permit or site plan approval shall be permanently preserved from development as required by this Section 8.1. The Planning Board may not require such open space to be accessible to the public unless a density bonus is allowed under Section 8.1.5(C). Any development permitted in connection with the setting aside of open space land shall not compromise the conservation value of such open space land, based on the conservation findings of the Planning Board.
B.
All land required to be set aside as open space in connection with any OSRD shall be so noted on any approved plans and shall be protected by a permanent conservation restriction to be held by the Town of Southbridge, the Commonwealth of Massachusetts, or a nonprofit conservation organization qualified to hold conservation restrictions under G.L. c. 184, §31, and also qualified to hold tax-deductible conservation easements under Section 170(h) of the Internal Revenue Code. The restriction shall specify the permitted uses of the restricted land which may otherwise constitute development. The restriction may permit, but the Planning Board may not require, public access or access by residents of the development to the protected open space land.
C.
Protected open space may be held in private ownership, owned in common by a homeowner’s association (HOA), dedicated to the Town of Southbridge or state government with their consent, transferred to a nonprofit organization acceptable to the Planning Board, or held in such other form of ownership as the Planning Board finds appropriate to manage the open space land and protect its conservation value.
If the land is owned in common by an HOA, such HOA shall be established in accordance with the following:
1.
The HOA must be created before final approval of the development and must comply with all applicable provisions of state law.
2.
Membership must be mandatory for each lot owner, who must be required by recorded covenants and restrictions to pay fees to the HOA for taxes, insurance, and maintenance of common open space, private roads, and other common facilities.
3.
The HOA must be responsible for liability insurance, property taxes, the maintenance of recreational and other facilities, private roads, and any shared driveways.
4.
Property owners must pay their pro rata share of the costs in this subsection, and the assessment levied by the HOA must be able to become a lien on the property.
5.
The HOA must be able to adjust the assessment to meet changed needs.
6.
Ownership shall be structured in such a manner that real property taxing authorities may satisfy property tax claims against the open space lands by proceeding against individual owners in the HOA and the dwelling units they each own.
7.
The Town Attorney shall find that the HOA documents satisfy the conditions listed above and such other conditions as the Planning Board shall deem necessary.
D.
Maintenance Standards.
1.
Ongoing maintenance standards shall be established as a condition of development approval to ensure that the open space land is not used for storage or dumping of refuse, junk, or other offensive or hazardous materials. Such standards shall be enforceable by the Town against any owner of open space land, including an HOA.
2.
If the Board of Selectmen finds that the provisions of subsection (D)(1) are being violated to the extent that the condition of the land constitutes a public nuisance, it may, upon 30 days’ written notice to the owner, enter the premises for necessary maintenance, and the cost of such maintenance by the Town shall be assessed ratably against the landowner or, in the case of an HOA, the owners of properties within the development, and shall, if unpaid, become a property tax lien on such property or properties.