HomeMy WebLinkAbout2006-09-13-HPB.min
Lexington Housing Partnership
Meeting Minutes for September 13, 2006
Attendees:
Mary Haskell, Harriet Cohen, Tom Harden, Jeri Foutter, Chris Eaton, Winifred
McGowan, Art Katz, Norm Cohen, Bob Bicknell, Martha Woods, Florence Baturin, Mary Ann
McCall-Taylor, Greg Zurlo, Paul Linton
Bob Bicknell chaired the meeting; Harriet Cohen took the minutes.
The meeting was called to order at 7:11 pm.
1. Approval of June minutes
The minutes were approved as written by unanimous voice vote.
2. Committee Reports
See Appendix A for the pre-meeting written reports from the committees.
Communications Committee – Florence Baturin
Changed charge from doing a brochure to being a communications committee. Next
meeting is Sept. 25 at 4:00 in the Cary Library Learning Center. An announcement will
be sent to the entire Partnership. Please come if you are interested.
Zoning – Mary Haskell
Good turnouts for the two educational sessions on the inclusionary zoning bylaw. There
was sufficient interest that the meetings went longer than scheduled. It is likely that the
bylaw will be brought forward at the Spring Town Meeting.
Greg Zurlo met with the Temple Isaiah Social Action Committee. There will be a follow-
up meeting in late October. There is some interest in affordable housing issues, but no
commitment at this time to work for passage of the zoning bylaw.
Mr. Bicknell volunteered to chair a committee to organize and plan the effort to have the
zoning bylaw passed by Town Meeting. The Partnership will send an e-mail message
soliciting volunteers for the committee.
LHP Web Site – Harriet Cohen
Paul Linton is now doing the maintenance work on the web site. He is making the
changes requested by the Partnership members. Ms. Cohen requested assistance with re-
writing the web site home page content. She pointed out that the web site can also be
reached at www.lexingtonhousingpartnership.org . When the web site hosting contract is
up for renewal in November, the main name of the site will be switched to
www.lexingtonhousingpartnership.org and it will also be reachable through
www.lexhp.org .
Report of the Chair
Mr. Bicknell and Maryann McCall-Taylor are working on finalizing the criteria for
affordable housing units at Met State. Some of the criteria are set by DHCD or by the
contract with Avalon Bay, but there is some flexibility.
Lexington Housing Partnership
Marketing will begin in the next one to two months. The affordable units are distributed
throughout the development and announcements of availability will be made as the
various sections of Met State are developed.
Mr. Bicknell reminded the Partnership that we need to follow up in creating an award.
The Communications Committee indicated an interest in working on the award.
Mr. Bicknell met with the Board of Selectmen re the use of HOME funds. At this point,
the plan is to target the HOME funds for soft second loans and for the Supportive Living,
Inc. project for Douglas House. See Appendix B to these meeting minutes.
3. Discussion with Judi Barrett
Ms. Barrett was unavailable to attend the meeting, but she did send a lengthy memo with her
thoughts. See Appendix C to these meeting minutes.
Ms. Barrett had two proposals for the Partnership. Mr. Bicknell will contact Ms. Barrett to
ask her if she can prepare a more detailed proposal to help flesh out the Partnership plan and
to deliver the results by the end of December. Mr. Bicknell will also invite Ms. Barrett to a
meeting to discuss her ideas and get the Partnership input.
4. New Business
Art Katz inquired about efforts towards mixed (overlay) zoning, particularly in the Town
center. He suggested that the group pursue an effort in this direction.
5. Next meeting
The next meeting is September 28, 2006. Sally Zimmerman will attend for a discussion on
Neighborhood Preservation Districts.
The meeting adjourned at 9:09 pm.
Lexington Housing Partnership
Appendix A: Reports & Updates for LHP Meeting 9/13/06
Report from Communications Committee
Submitted by Florence Baturin
nd
The Communications Committee met on August 22 in the Community Room of Cary Library.
Present were Florence Baturin, Bob Bicknell, Chris Eaton and Jeri Foutter. Following a lengthy
discussion about the group’s purposes and goals, there was unanimous agreement to change the
name from Brochure Committee, original name, to Communications Committee since it better
describes our broad two-prong focus: education and outreach
Purposes and Goals of Committee:
a. educate new home buyers about services available from LHP, and educate the
Town about the very real problem; the lack of affordable housing
b. educate the Town to recognize this local problem is everyone’s problem
2) Education will be done through ads, posters and printed brochures
3) Persuade Town that affordable housing is a need that benefits everyone
4) Create a brochure for new people entering or considering entering the Town
5) While discussion centered on outreach methods, there was agreement that a printed
brochure would be a resource piece, handed out at Town Hall and RE offices, and would
complement our website.
Brochure:
??
Explain ways LHP is working on home buyer’s behalf
??
List players in Affordable Housing Partnership
1) LHP
2) LexHAB
3) LHA
4) Met State
5) Town of Lexington
st
6) WATCH (has paid staff, run 1 time homebuyer lessons)
7) Other groups
??
Will define who qualifies for affordable housing
??
List programs for developers
??
Brochure will be a stand alone piece with a forum for back up and education
Liaisons from each group (as LexHAB) will be asked to provide written information about their
groups. In the future, a direct mail campaign for Foundation fund raising will be developed.
During meeting, potential names for our website were mentioned
lexpartnersforhousing.org
lexpartnershipforhousing.org
partnershipforlexhousing.org - this was preferred name by unanimous agreement
The next meeting of the Communications Committee will be on Monday, September 25, 4 to 5:30
pm in the Learning Center, next to the Children’s Room in Cary Library. All members of the
Partnership are invited to join the Communications Committee.
Lexington Housing Partnership
Report from Zoning Bylaw Subcommittee
There were two Inclusionary 101 seminars held in August hosted by Jeri Foutter in the downstairs
meeting room of her employer, Cambridge Savings Bank. It turned out to be an excellent place
to meet because the tables were set up in a horseshoe, which I am convinced, promoted robust
dialogue. The seminars, as originally planned and organized by Wendy Manz, were to have been
two-hour sessions to educate us to the current version of the inclusionary by law as proposed by
the Planning Board (re-worked from what we gave them, our “Phil Herr” version). As it turned
out there was so much focus and interest that both meetings lasted about three and a half hours.
Greg Zurlo, the Planning Board’s liaison to our Lexington Housing Partnership, has come on
board in a major way. He came to both meetings with the slides that had been prepared by Tom
Hardin when he was on the Planning Board. Greg presented some written proposals for
organizing support around the issue and since these meetings has been working to bring one of
the social action groups at Temple Isaiah (via Don Detweiler) into coalition with us.
As a practical matter, we learned that although the Planning Board members can work to promote
the inclusionary zoning bylaw proposal, it is not appropriate for them to take the leadership in
organizing support. This means that we need to form a committee that includes us and
representatives of other groups: (help—what other groups were mentioned? Hancock? LWV? )
(Note: Wendy Manz reports that as of 9/7/06 the Selectmen have not decided whether there will
be a Special Town Meeting this fall but the Planning Board will probably vote to bring the
Inclusionary Bylaw article before Town Meeting in the spring and not the fall.)
At the end of meeting two, a consensus developed that ideally this fall will be used to educate
people in general to the need for affordable housing and that the months of January and February
and March, leading up to Town Meeting, will be used for education specifically on inclusionary
zoning, with the focus being on reaching Town Meeting members.
Thanks to our following members who attended at least one of the meetings:
Art Katz, Bill Carlson, Ken Kreutziger, Julie Duncan, Florence Baturin, Jeri Foutter, Betsy
Weiss, Winifred McGowan, Martha Wood, Paul Linton, Bob Bicknell. (Inky McDougall and
Harriet Cohen tried their best but couldn’t). Given that these were hot summer Saturdays, it was
an excellent turnout.
Thanks also to all the planning board members who came: Wendy Manz, Greg Zurlo, Richard
Canale and Charles Hornig.
Respectfully submitted,
Mary Haskell,
Chair, zoning by laws subcommittee of LHP
Lexington Housing Partnership
Report from the Website Committee
Harriet Cohen, Paul Linton and Jeri Foutter participated in a couple of conference calls about the
further development of the website. Paul has kindly volunteered to modify the website as needed,
via a copy of Dream Weaver provided by Bob. In addition, Harriet has lent her website expertise,
with regards to possible ways to improve the site’s functionality. Thank you Harriet and Paul for
all your help.
We have decided that this would be a good time to pass the responsibility for the website from the
Minuteman student to the Partnership. Over the next few weeks, Paul will work on modifications
suggested by several Partnership members. Jeri will be contacting and requesting additional
information from key members of the Partnership for posting to the website. We will keep you
posted throughout the modification process.
Per Candy McLaughlin – Town of Lexington Management Analyst, the Town of Lexington is
working to consolidate web activities in a new central web site.
Respectfully submitted,
Jeri Foutter
Report of the Chair, September 13, 2006
th
Neighborhood Conservation Districts – At our next meeting on September 28, Sally
Zimmerman will attend and we will discuss this topic.
New Affordable Housing Initiatives – A discussion was held with Judi Barrett of Community
Opportunities Group, Inc. explaining our interest in opening up the discussion of alternatives that
would work in Lexington to produce more affordable housing. She has agreed to present her
th
ideas and a proposal for further work at the meeting on September 13.
Lexington Housing Foundation – We have successfully filed this year’s financial report and have
received a Certificate of Solicitation from the Office of the Attorney General valid to 11/5/2007.
So far this year we have received $3,000 from the Cambridge Savings Bank Foundation, $2,000
from Hancock United Church of Christ, $1,000 from Citizens Bank and $500 from Boston
Private Bank and Trust Co.
Met State Progress – Eligibility criteria are still being coordinated so that one set will be used for
all applicants, regardless of their town affiliation.
Awards Program – This program still needs to be defined. Those interested in working on this
should let the chair know.
Lexington Housing Partnership
HOME Funds – The Selectmen held a public hearing Tuesday, August 8, 2006 to hear the
FY2007 spending plan recommended by the Partnership. A motion was passed: “That the Board
of Selectmen approve the FY07 Lexington HOME Program Funding Plan presented by the
Lexington Housing Partnership in their letter of August 3, 2006, including the allocation of
$54,721 to the Supportive Living, Inc. project for Douglas House conditional on HUD’s approval
to release the funds after an Environmental Assessment is completed.” The letter is attached.
Iris Wheaton has agreed to be the point of contact for the HOME Consortium along with Eve
Tapper.
WATCH - Ken Kreutziger organized a meeting with Waltham’s WATCH (Waltham Alliance to
Create Housing) attended by Ken, Bob Bicknell, Chris Eaton and Julie Duncan to learn about
their programs and how they might work with Lexington. We met with the director, Alex
Marthews and Steve La Fleur. They operate as a CDC (Community Development Corporation)
and helped the Belmont Housing Trust to construct 4 housing units in Belmont, 3 of which are
affordable. They also planned to discuss their capabilities with LexHAB. Besides their CDC
work WATCH serves as a consultant for community organizing efforts and provides tenant
assistance and homebuyer education services.
SOFT SECOND LOAN PROGRAM - We have received a letter from Cambridge Saving Bank
saying they will support Lexington’s participation in the Massachusetts Housing Partnership’s
soft Second Loan Program. They will make available $500,000 towards the program in
Lexington and look forward to working with the Town of Lexington on this program.
Lexington Housing Partnership
Appendix B: Letter to Selectmen re: Use of HOME Funds
August 3, 2006
Office of Selectmen
Town of Lexington
1625 Massachusetts Avenue
Lexington, MA 02420
Board of Selectmen,
In order to assist in determining the use of HOME Funds coming to Lexington through the
WestMetro Consortium, the Housing Partnership has agreed to accomplish the following tasks:
1.
Preparation of the yearly action plan. (Eve Tapper, Planner in the Planning Department
and who is the Lexington contact with the consortium, has submitted the preliminary
FY07 plan. The final plan will be submitted once Selectmen approval of the allocation is
finalized.)
2.
Coordinate and endorse spending recommendations. (Coordination has been
th
accomplished with the Planning Board and the August 8 meeting is to complete
coordination with the Board of Selectmen.)
3.
Submit a recommended funding plan to the Selectmen for their approval. (See
Attachment 1 to this letter.)
The Selectmen will hold a public hearing at a scheduled meeting to approve the plan. The
Partnership will attend and present the recommendations. This will be Tuesday, August 8, 2006
for the FY2007 spending plan.
Background:
The Lexington Housing Partnership voted to apply this year’s HOME funds in
support of the project known as Douglas House being developed by Supportive Living, Inc. (SLI)
on the site of the historic printing press building in the town center.
In addition to the vote of support from the Lexington Housing Partnership, Douglas House has
received numerous expressions of local support from neighbors and town boards.
1. Residents of Oakland Street are currently participating with SLI as members of a
Neighborhood Design Advisory Group for Douglas House.
2. The Merriam Hill Association has also expressed support and will be involved in
further design review.
3. The Planning Board indicated its support for the Project at its meeting of July 6, 2005
and in a letter dated February 12, 2006.
4. The Historic Districts Commission noted the appropriateness of the reuse of this
building for housing at meetings with the Commission in Fall of 2005 and February
2006.
5. The Planning Department is working with SLI and the Engineering Department to
design ramp access to the Depot Square side of the building and the relocation in the
Lexington Housing Partnership
Depot Parking Area of reserved handicap parking spaces to be adjacent to the building.
SLI.'s proposal fits well with Lexington's new Connectivity Program.
6. The Board of Selectmen expressed support on May 8, 2006.
Suggested Motion:
“That the Board of Selectmen approve the FY07 Lexington HOME
Program Funding Plan presented by the Lexington Housing Partnership in their letter of August
3, 2006, including the allocation of $54,721 to the Supportive Living, Inc. project for Douglas
House conditional on HUD’s approval to release the funds after an Environmental Assessment is
completed.”
Once the pending Environmental Assessment is completed a letter will be requested to officially
allocate the funds.
Thank you very much,
Robert Bicknell, Chair Lexington Housing Partnership Board
cc. Wendy Manz, Planning Board; Maryann McCall-Taylor, Eve Tapper
Attachment: FY07 Lexington HOME Program Funding Plan
Lexington Housing Partnership
Attachment 1.
FY07 Lexington HOME Program Funding Plan
.
Lexington HOME Program
Affordable Housing Allocation to Supportive $54,721
Development Pool Living, Inc. for the Douglas
House Project
HOME Local Administration Administration of Lexington’s $4,256
@7% HOME Program
HOME Consortium Administration of HOME $1,824
Administration @ 3% Consortium
CHDO Set-Aside $0
CHDO Operating Expenses $0
TOTAL $60,801
Lexington Housing Partnership
Appendix C: Memo from Judi Barrett, Community Opportunities Group
COMMUNITY OPPORTUNITIES GROUP, INC.
129 Kingston Street Third Floor
Boston, Massachusetts 02111
(617) 542-3300
MEMORANDUM
To: Bob Bicknell
From: Judi Barrett
Date: September 13, 2006
Subject: Lexington Housing Initiatives
v For Review ? Please Comment ? Please Reply ? Copy For Your Files
Having read Lexington’s Affordable Housing Plan and the Comprehensive Plan Housing
Element, I’d like to offer some suggestions for you to consider. Since Lexington now exceeds the
Chapter 40B 10% statutory minimum (11.3%), I imagine that it will be challenging to launch new
affordable housing initiatives. I don’t know your town well, but my experience in other
communities is that reaching 10% tends to breed two beliefs: many local officials and residents
think their town has done its part, and they assume that housing needs have been adequately
addressed. There is widespread public perception that housing need is synonymous with the
10% statutory threshold. To some extent this perception is understandable, for the state and
many housing advocacy organizations have placed considerable emphasis on “getting to 10%.”
As a result, it is difficult for people to understand that 10% is a legal threshold, not a measure of
housing need and surely not an indicator of adequate housing opportunities. The risk of
confusing terms like “need” and “choice” with 10% seems particularly high in communities that
have met the minimum because of large-scale rental development.
Lexington’s vision statement, written six years ago, describes the town in 2020 as a place that
values municipal services, historic built assets and open space, and “strives to maintain a range
of affordability.” It goes on to note that “these qualities are always difficult to balance.” Since
the vision statement was intended to be read in the voice of a speaker in 2020, a good launching
point for any discussion about housing affordability would be to ask residents to re-imagine 2020
and describe, in retrospect, what the town actually did to achieve balance. At a more
fundamental level, it would be worth asking them to define “balance” not only by describing its
component parts (affordability, open space, historic preservation and so forth) but also by
constructing some indicators of balance. If balance in affordable housing means achieving or
slightly exceeding the 10% statutory minimum, what about the other 90% of the town? This type
of dialogue could be very useful for three purposes: helping people think about housing as a
vehicle for creating a kind of community, exploring local government’s responsibility for
achieving that end, and reaching agreement about trade-offs the town might be willing to accept
in order to promote housing diversity.
The Lexington Housing Plan includes several proposals that would seem to be workable if the
Town is committed to them. I have not studied the zoning bylaw in depth, but I looked at some
of the provisions alluded to in the Housing Plan. It seems that Lexington has both enabled and
disabled housing diversity – enabled it with text that allows a particular use, and disabled it by
imposing quite prescriptive requirements. In addition to engaging the public in a reassessment
of strategies outlined in the Housing Plan (and other strategies as well), you may wish to consult
with local developers. In my experience, a consultation process with the development
community – including developers, attorneys, engineers and property owners – yields
information about the local market, regulatory barriers and potential solutions that we simply do
not hear unless we ask the people who work in production. The Housing Plan’s description of
known or potential regulatory barriers ought to be tested with developers.
When we met several weeks ago, you expressed interest in using CPA revenue to acquire deed
restrictions on existing homes in order to establish perpetual affordability. The state’s
Lexington Housing Partnership
willingness to entertain this model remains unclear. As you may know, DHCD recently adopted
new regulations for the Local Initiative Program (LIP) and some of the earlier provisions have
been eliminated. If the town wants to use CPA funds to create units eligible for the Subsidized
Housing Inventory, I recommend that you consider some benign (relatively low impact) ways to
create additional units within existing housing stock or through conversion of nonresidential
buildings. For example, a CPA program that helps to subsidize some affordability in a multifamily
conversion project would promote reuse of established structures and simultaneously
address the state’s interest in increasing supply – a feature that will most likely make the
affordable units eligible for the Subsidized Housing Inventory, assuming you use the state’s deed
restriction and meet other LIP requirements. A program that pairs affordable housing with
historic preservation would seem highly consistent with the Housing Plan and the
Comprehensive Plan.
If your committee wants to establish a deed restriction program that involves purchase price buydowns
for existing homes, i.e., without unit creation, I would not discourage you from pursuing
it. In communities with little land and very high-value built assets, protecting the affordability of
small, older homes may be the only strategy that works. However, a program design that
accounts for all of the key LIP regulatory requirements will have to be developed, and I think you
should submit a draft program design to the state before you try to implement it. Lexington’s
recent track record with affordable unit creation, e.g., the Metropolitan State Hospital project,
may hold your town in good stead to obtain approval of a housing deed restriction program or at
the very least, a pilot program.
It will be helpful to me to know whether your committee is mainly interested in policy planning,
building on what has already been done for the Affordable Housing Plan, or implementation.
By policy planning, I mean activities such as a reassessment of the vision statement and
consensus-building around directions the town should take as a “post-10%” community. For
example, if you are interested in holding a community conversation meeting and a focus group
with developers (as discussed above), we could certainly assist you with that kind of process.
For preparation, facilitation of two meetings and a follow-up report with specific “next-step”
recommendations, I think you should assume a budget of $6,500 for professional services and
reimbursement for direct costs, which is usually tied to a not-to-exceed amount. In contrast, if
the committee prefers to work on some concrete implementation measures, such as designing an
affordable housing deed restriction program, I can tell you from recent experience that the fee
would be $6,500-$7,500, depending on the number of meetings required to draft, revise and finish
a program design, including detailed guidelines and procedures, for submission to the state. I
also would be interested in working with you on proposed zoning amendments to address issues
identified in the Housing Plan, but I believe the Planning Department is already working on
some of them; if so, we should defer to the planning director.
I look forward to seeing you tonight. If you need to reach me during the day, please don’t
hesitate to call me on my cell phone, 781-956-8863.