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AFFORDABLE HOUSING OPTIONS COMMITTEE
Techniques Task Force
July 13 , 1989
The first meeting of the Techniques subcommittee was held on
Thursday, July 13 , 1989 at 8 00 p m in Room 111 of the Town Office
Building Task Force Chairman William Spencer, Committee Co-
Chairman John Eddison, Lisa Baci, Edmund Grant, Sam Nablo, John
Oberteuffer, Sara Schoman, and Planning Assistant Zenia Kotval were
present
The primary purpose of the meeting was to expand and refine
the list of techniques that the task force will be evaluating The
group reviewed a handout provided by Mr Eddison on state programs
that promote affordable housing and decided it would be more
productive to review these programs when the committee has a better
sense of what types of housing Lexington wants to provide
Mr Grant mentioned that the reading list provided by Bob
Bowyer contained a report by Roberta Leviton that reviewed many
techniques applicable to Lexington He and Mr Nablo agreed to
summarize the report at the task force' s next meeting Ms Baci
and Ms Schoman also agreed to review reports on the reading list
and summarize them at the next meeting
The group then identified and briefly discussed a number of
techniques that might be used to produce affordable housing using
existing housing These techniques included
• encouraging accessory apartments
• town purchase of existing housing to keep it affordable,
e g
-- purchase condominiums such as those at Emerson
Gardens
-- purchase larger single family homes and subdivide
them into several smaller units
-- purchase modest single family homes for rental or
resale at affordable prices
• encouraging private investors to convert existing homes
to affordable housing
• encouraging development of congregate housing
Mr Eddison agreed to speak with the town building department to
find out the current status on accessory apartments that have been
developed under the existing town by-law
Mr Oberteuffer asked what money is available to provide
affordable housing There was a brief discussion of the funds that
LexHab has accumulated and the impact of the state budget crisis
on state programs that provide funding for affordable housing Mr
Spencer agreed to find out what plans LexHab is already considering
for its funds There was also a brief discussion of the pros and
cons of using town pension funds to finance affordable housing for
town employees Mr Nablo agreed to discuss the feasibility of
this option with the appropriate town officials
Ms Schoman suggested that the task force begin considering
how it will communicate with public about its activities A number
of options were identified including
• holding one or more precinct meetings
• writing articles for the local newspaper
• using cable TV
• communicating with neighborhood associations and other
interested groups such as Citizens for Lexington
Conservation (CLC)
Mr Spencer will draft a letter that could be sent to inform
interested citizens of the task force's activities
The task force scheduled three additional meetings
• Thursday, July 20th,
• Thursday, August 3rd, and
• Thursday, August 10th
All of the meetings will begin at 8 00 p m. and Mr Eddison will
arrange for rooms In the event the entire committee schedules a
meeting for one of these weeks, the task force will cancel its
meeting
The agenda for the July 20th meeting will include brief
reports by task force members who agreed to review the material on
file at Cary Library and discussion about how the task force should
proceed in identifying and reviewing techniques
The meeting adjourned at 10 00 p m
Respectfully submitted
Lisa Baci
AFFORDABLE HOUSING OPTIONS COMMIriEb
Techniques Task Force
August 3, 1989
The meeting was called to order by Chairman William Spencer at
8 10 p.m. in Roan 111 of the Town Office Building Present were
Task Force Chairman Spencer, Co-Chairman Jack Eddison, Lisa Baci,
Tan Gouzoule, Edmund Grant, Sam Nablo, John Oberteuffer, Sara Schanan,
Planning Assistant Zenia Kotvar and guest Ruth Nablo, (Lexington Housing
Authority)
Chairman Spencer reveiwed the agenda for the meeting and the
minutes of the July 20 meeting prepared by John Oberteuffer He then
reviewed conversations with Marsha Finnegan of the Lexington Minuteman
and publicity concerning the activities of the Committee to inform the
townspeople the special Town Meeting has been scheduled for 25 Sept. ,
to be continued on 27 Sept. if necessary Out committee will be prepared
to make a brief report at that meeting
The matrix for categorizing techniques and strategies for Affordable
Housing was then addressed John Oberteuffer gave a quick review of sane
rough cost estimates he had made for providing, say, 500 units over 10
years These numbers were presented to emphasize the fiscal magnitude of
the problem before us Jack Eddison reminded the committee of a more
realistic goal of 150-170 units over 5 years, with the public sector
providing sane 100-120 of these Public sector in this case means town
sponsored. The issue of whether section 8 subsidized tenants count against
our affordable housing "quota" was discussed with particular attention to
Katandin Woods - the town does get credit for these units, indeed for all
of the 140 Comprehensive Permit units.
Zenia Kotval reported that the study by the Planning Director of sane
40 town owned sites was near completion. The lowered price of units at
Emerson Gardens was discussed in the context of available potential housing
stock. Home equity conversion as discussed, for example, in the Leviton
report, was discussed and considered as impracticable In filling in the
techniques matrix, the following subjects were reviewed in sequence.
existing stock acquisition and conversion, congregate housing, charitable/
non-profit organization developments, co-operative housing (Pine Grove)
and mixed use, tax credit partnerships Sara Schaman reviewed a Brookline
EOCD report on a similar "techniques and strategies" matrix which she will
obtain for the committee The concept of "concierge housing" in schools
and churches as practised in Europe was raised by John' Oberteuffer discussed and
added to the list.
The issues of housing project management, or how innovative ideas were
evaluated or implemented was discussed at length. History has shown that
existing teams are essentially pre-occupied by their single projects -
Interfaith (Garfield St.) and LexHAB (Muzzey) representing past examples
,
-2-
Input from the financial community is needed - Ed Grant volunteered to
approach Lexington Savings and Depositors Trust, with their possible
participation in future meetings.
The subject of conservation land and town owned land and its possible
use for these purposes was discussed. It was agreed that we would lay the
groundwork for the treatment of these properties in further discussions
with Bob Bowyer and Zenia Kotval
Assignments were made to study certain of the subject areas in the
matrix. Tom Gouzoule volunteered to give a presentation on modular
housing at the next meeting Ed Grant volunteered to review possible
zoning by-law changes over the next month. An interview with the board
of Pine Grove was proposed by Sara Schoman. Bill Spencer suggested that
Sheri Edmonds pursue this Lisa Baci offered to assess the status of
funding for the state supported programs
The next meeting of the Techniques Committee will be held August 10
at 8 00 p.m. The possibility of deleting the August 24 meeting was
discussed.
The meeting was adjourned at 10 10 p.m.
Respectfully submitted,
Sam V Nablo
Affordable Housing Options Committee
Techniques Task Force
August 10 , 1989
The meeting was called to order by Chairman William Spencer
at 8 05 PM Present were Jack Eddison, Ed Grant, Joyce Miller ,
Sara Schoman, Zenia Kotval , Bob Bowyer , Tom Gouzoule, George
Cooper , and Bill Spencer
Before getting into the first item on the agenda, Reports ,
Bob Bowyer reminded us that there would be two guest speakers at
the August 15 meeting Richard Walker, Mass Housing
Partnership, addressing state programs, and Jean Van Orman, a
consultant, speaking on techniques which do not depend on state
funding
Modular Housing Discussion - Tom Gouzoule
( 1 ) Basic Concepts
Tom emphasised that modular housing should not be confused
with mobile homes For example a 2 story colonial would be
assembled at the site from four factory built modules, each of
which is limited in size by highway standards He estimates that
construction costs of such a house would be about one half that
of conventional construction ( exclusive of land, foundation,
etc ) $70/sq ft is typical In response to a question about
materials , Tom told us that the construction meets all building
codes There are many options which may be selected such a cedar
siding in place of the standard vinyl
( 2 ) Design Contest - City of Boston
( 3 ) New England Manufacturers ( Literature )
a ) Westville Homes Corp
b) Continental Homes
c) Epoch Corp
Literature , obtained by Tom from the above sources , is
available to committee members for study
( 4 ) Plant Visit - Westville Homes , Plaistow, NH
a ) Comments
b) Photos
c ) Literature and Price Lists
d) September Lexington Installation
A Westville home is scheduled to be assembled in Lexington
in September Westville would be happy to have the committee
publicize the installation and will Tom date and location
Banks - Ed Grant
( 1 ) Community Investment Act
The CIA does not appear to be an effective lever for our
use Mixed income developments depend on a strong "market rate
unit" market before a bank would support a skewed pricing
i
structure Ed thought that working with a consortium of all of
the local banks might be more effective Such an effort might
produce a narrowing of the lending rate spread which is usually
about 1 4 points Bob Bowyer added that other bank actions
include waiving fees or points, holding the mortgage in their own
portfolio rather than selling it on the secondary market
Ed will continue research The 8/15 meeting is expected to
produce more facts Sara will review material Bob has collected
focusing on what citizens in other towns are doing Sara will
also talk with people at a scattered site co-op in the
Berkshires
MMVoc - Sara Schoman
Sara has spoken with Leo McSweeney He thinks the
MMVoc/Rotary model is a good one which might be duplicated on
scattered sites Leo will raise the idea at Rotary and both Sara
and Leo will speak with the MMVoc superintendant
Response to Questions - Bob Bowyer
( 1 ) What is the status of the Planning Office' s study of
land potential?
Bob handed out a flow chart (handout "A" ) of how the 11 , 892
assessor ' s parcels were being sorted to produce 50 - 100 parcels
which will be studied
Handout "B" shown the data elements which will be collected
to allow the evaluation of each of these parcels The major
thing to be learned is the restrictions which dictate possible
uses for each parcel
Handout "C" shown the kind of report to be prepared for each
unencumbered parcel This will include physical characteristics
( 2 ) What is the position on residential units within a
commercial zone?
If the integration is planned as a unit this is allowed in a
Co zone A change in the zoning bylaw would be needed to add
residential to an existing commercial zone However , a single
custodian' s apartment at a school , commercial property, etc is
an allowed use
Other Business
The August 24 meeting is cancelled because of vacations
This meeting adjourned at 10 15 PM
William Spencer , Chair and Clerk
oft) n
AFFORDABLE HOUSING TASK FORCE
THE SORTING PROCE
TOTAL NUMBER OF PARCELS
11892
ALL TAX EXEMPT PROPERTIES,
( including those in the jurisdiction of churches,
counties, various towns, schools, and US Government )
2821 acres in1060parcels
1
LEXINGTON OWNED TAX EXEMPT PROPERTIES
1868 7 acres in 900 parcels
1
UNDER CONSERVATION JURISDICTIONN LAND NOT UNDER CONSERVATION
1100 4 acres in 462 parcels 768 3 acres in 438 parcels
1
1
PROPERTIES OVER 1 ACRE PROPERTIES UNDER 1 ACRE
( including the 262 (excluding Meagherville)
Meagherville sites
and 10 7 acres
in paper streets )
754 4 acres in 61 parcels 24 8 acres in 116 parcels
L
VACANT PROPERTY > 1 ACRE CONFORMING LOTS < 1 ACRE
(to be verified for (to be verified for
purpose of acquisition purpose of acquisition)
and recreation jurisdiction)
730 2 acres in 51 parcels 5 8 acres in 8 parcels
1A r
SITE a
GENERAL INFORMATION
Street No
Map/Lot No
Owner
Acres
Square Feet
ANALYSIS
Site Suitability based on Natural Systems only
Slope . ( use topo maps for contours at 2 foot intervals )
Max Min Avg
Soils . rock outcrops present?
Hydrology
standing surface water -
brooks or streams -
direction of drainage -
presence of wetlands -
presence of wetlands vegetation -
Noise/visual impact
Historically or architecturally significant structures and sites on or
ad.iacent to the site
Access to the site
Area Character - surrounding lot size and land use
Distance from Schools
Distance from Shopping ( specify type )
Availability of Public Trans°
Affordable Housing Options Committee
Techniques Task Force
October 12 , 1989
The meeting was called to order by Chairman William Spencer
at 8 15 PM Present were Jack Eddison, Jan Brandin, Sherry
Edmonds, Sara Schoman, and Bill Spencer
November 30 Meeting
Planning for November 30 public meeting The two task forces
will continue to communicate via minutes and through the chairs
The meeting on Nov 16 will be a joint meeting In this context
Jack described recent activities of the Goals Task Force as
reported to him by Ellie Klauminzer continuing work on needs
assessment , census data, and waiting lists , as well as a meeting
with Clergy Association
Jack also reported that the Town Manager will have the
Engineering Dept help Bob Bowyer as needed on an inventory of
Town land and Bob will have at least some information for the
Nov 30 meeting
In our discussion of the presentation of various techniques
on Nov 30 , we set 5 minutes as the maximum for any one
technique We took the liberty of assigning some techniques to
members who were absent believing that they would be comfortable
with these particular assignments
Modular homes Tom Gouzoule
High density Jack Eddison
Buying existing Lisa Baci
Donated public land Bob Bowyer
State programs Sherry Edmonds/
Bill Spencer
Pension fund use Sara Schoman/
Jan Brandin
Members will prepare other techniques to be ready to respond
to questions Bill Spencer will write letters to members not
present asking them to select additional techniques from the list
to complete our coverage
Final Report Write-ups
Jack Eddison has prepared a draft format which was discussed
and will be considered further at subsequent meetings
I
1
Other Business
Meetings are scheduled for
October 26
November 9
November 16 ( joint )
November 30
Task Force members should bring their drafts and questions
to the 26th and 9th meetings
This meeting adjourned at 10 10 PM
William Spencer , Chair and Clerk