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HomeMy WebLinkAbout1980-12-18-FHC-rpt.pdf C v , 1 ii 5' , of tc t PROPOSED TOWN OF LEXINGTON FAIR HOUSING PLAN December 18, 1980 Submitted by the Fair Housing Committee Albert Zabin, Chairman Robert Pressman Natalie Miller William S Sullivan Leona Martin Jonathan Doran Ronald S Y Chi ges nonNipe il1.---f�y)Ag 1625 MASSACHUSETTS AVENUE LEXINGTON, MASSACHUSETTS 02173 TELEPHONE(619) 962-0500 �'kRjoTO/ J TOWN OF LEXINGTON FAIR HOUSING PLAN SUMMARY GOALS OF TOWN HOUSING POLICY OBJECTIVES OF THE FAIR HOUSING PLAN ii ACTION PLANS INTRODUCTION AND BRIEF HISTORY 1 COMMUNITY PROFILE 3 I Preface II. Local Housing Market A. Quality of Housing B. Cost of Housing III Housing Occupancy Patterns A. Presence of Subsidized Housing B The Local Population 1 Racial Characteristics 2 Income Levels 3 Age Distribution 4 Female Head of Households IV Lexington's Share of Regional Housing Needs PROBLEM AREA IDENTIFICATION 14 I Financial Pressure II Discrimination Patterns III Affirmative Action IV Conclusions FAIR HOUSING PROGRAM 18 I Preface II Lexington Housing Policy III Implementation and Monitoring APPENDIX. TABLES & MAPS SUMMARY The Fair Housing Committee was established in September, 1979 in order to draft a Fair Housing Plan for the Town of Lexington The Committee explored the Town's local housing market, the housing occupancy patterns, the zoning by-laws, and the occupancy patterns and availability of subsidized housing The Committee also met with local planners, developers, and realestate agents, and conducted a survey of Lexington's minority residents It was found that the greatest barriers to having a greater proportion of minority families and elderly in the community stem from the lack of availhbility of low and moderate priced housing and the lack of articulated affirmative action goals and plans; therefore the Committee has recommended certain goals, objectives and action plans A description of the Committee's investigation and analysis follows the suggested goals, objectives, add action plans GOALS OF THE FAIR HOUSING PLAN Ensure that the Lexington citizenry is a heterogeneous and diverse mix of various types of persons, with the goal of achieving a minority ratio similar to the Greater Boston SMSA within five years Promote the diversity and vitality of neighborhoods by spreading low and moderate income housing throughout the Town Ensure that long-tern Lexington residents, who now may be on a "fixed" income, can remain Town residents Ensure that potential new residents are not excluded from living in Lexington solely because they are of low or moderate income Satisfy local housing needs and address regional housing needs while preserving the character of the Town minimizing environmental damage from new construction or rehabilitation, and maintaining the historic and aesthetic qualities of Lexington i OBJECTIVES I. Expand the Town inventory of suitable low and moderate income housing II Eliminate any institutional barriers to equal access to housing ACTION PLANS 1 The Town Meeting should adopt a Fair Housing Policy Resolution for the Town and its governing bodies The policy should, inter alia, set forth the reasons why a more racially diverse population will benefit all residents; require each unit of government to consider the impact of its actions on the racial diversity of the Town; establish a presumption against actions which may adversly affect racial diversity; and require affirmative action in the selection' of tenants or owners of all housing administered by or made available by the Town 2 Achieve compliance with the Housing Policy adopted by the 1979 Town Meeting a First Priority Managed growth of low and moderate income family housing. Operational Objective Increase the number of subsidized family units of all variety of forms of housing assistance to a total of 174 units by the end of 1983 or, on the average, by 25 family units each year b Second Priority Managed growth of low and moderate income elderly'ihousing Operational Objective Increase the number of subsidized elderly units of all variety of forms of housing assistance to a total of 238 or, on the average, by 15 elderly units each year c These family and elderly subsidized housing units should be located on scattered sites and in small multi-unit housing, and, in some cases, in larger developments when these developments are well designed and compatible with the surrounding area 3 Adopt rezoning policies and practices to permit greater density allowances and other incentives for private developers and non-profit corporations to construct lower cost housing or allocate a portion of their development to subsidized housing 4 Adopt land use practices which will encourage the development of cooperative, housing, congregate housing, and accessory apartments In particular the Town should adopt zoning ammendments that make it easier to convert single family dwellings into two family dwellings and easier to create accessory apartments 5 Establish a procedure and standards for legalizing existing, unapproved apartments 6 Cease the practice of refusing to approve units with densities greater than three and four units per acre, and approve some developments of up to twelve units per acre ii 7 Require any new multi-unit development to contain provisions for a 207 set aside for public housing, 8 Require developers, as a condition of securing approvals necessary for their project, to agree, in an enforceable manner, to take affirmative steps to attract minority buyers and tenants 9 Establish a policy that, in considering the acquisition of conservation land, the suitability for low and moderate income housing should be weighed against the environmental needs of acquisition for conservation purposes 10 Identify suitable parcels of land, including unused school sites, for the development of subsidized housing Make available two such sites in the next three years to the Lexington Housing Authority, private developers, or a combination of these 11 Reuse existing structures and Town Buildings for low and moderate income housing. In particular, the Fair Housing Committee urges that the Adams an and Muzzey schools be used for housing, in light of the fact that the C=itizens Advisory Committee on Housing Policy Report of December. 1978 suggested the Adams school as an appropriate facility for the development of subsidized housing. 12 Expand the rental subsidy program under the jurisdiction of the Lexington. Housing Authority 13 Investigate and make use of any and all available state arid federal subsidy programs for low and moderate income housing. 1' The Lexington-dousing Authority should establish the goal for minority occupancy that the population should reflect the Greater Boston SMSA demographic breakdown as revealed in the 1980 census, by treating race as a positive factor as units become available. In view of the make-up of existing elderly units, the Lexington Housing Authority should make particular efforts to place minority persons in those units as vacancies occur, and in the Countryside project 15 Establish and aggressive outreach program in order to expand the number of minorities who choose to live in Lexington This will include a) creating an information packet for potential tenants of the Lexington Housing Authority, which will provide information about Town housing opportunities, their housing rights under state and federal law, and the support services that are available; b) advertising in newspapers of general circulation in minority communities and contacting appropriate minority organizations; and c) a counseling program with an adjustment/orientation ombudsman to assist new minority families in Lexington 16 The Selectmen should devise a mechanism for monitroing relevant activities, and the Selectmen should report, to annual Town fleeting, on progress in achieving fair housing objectives 17 Establish an administrative mechanism to receive and process, investigate and conciliate complaints of alleged housing discrimination 13 Evaluate municipal and regioanl public services to ensure they are adequately and equitably provided to all Lexington neighborhoods iii INTRODUCTION AND BRIEF HISTORY OF LEXINGTON HOUSING POLICY For over a decade Lexington has attempted to deal with the inadequacies of local housing Certainly, virtually all of the housing stock is decent, safe and sanitary; however, the present mix of mostly high priced and expensively maintained housing has put a financial strain on low and moderate income families, and elderly residents who may be on a "fixed" income The motivation to address this problem has come from a combination of State gove;:nment prodding end local. initiative In 1969, the State legislature enacted Chapter 774 which established a mechanism: for developers who were intent on building subsidized housing to circumvent local land use controls that many times obstructed this type of construction In response to this new State policy, in 1970 the Lexington. Planning Board puiJished a subsidized housing program which would meet the need for low and moderate income family housing in the Meagherville area of Lexington Town Meeting never adopted the plan and this project was never started, however, these Planning Board proposals formed the basis for future consideration of Town Housing policy During the past ten years the Lexington Housing Authority (LHA) has played the major role in establishing subsidi;zed elderly housing In 1968 one hundred units were constructed in a development named Greeley Village In 1973 Vynebrook Village was conpleted with 48 elderly housing units In addition groundbreaking has taken place for the LHA to construct a 60 unit elderly and handicapped housing development called ( Countryside The Housing Authority has also established some low and moderate income family housing -- some of these as part of joint ventures with non-profit corporations - so that at Present, Lexington has 26 subsidized family units scattered throughout tee Town There are also 48 Section 8 rentals in Lex_ington., In addition the T.IIh will receive 12 units in two private projects and seven units in the conversion of the Parker School These 19 units will all be owned by the LHA as condominiums. It is expected that all these units will be ready for occupancy in 1981 The Housing Authority has developed eubsidited housing fur the elderly even while the Town establishes growth and housing policies which will allow continued local control over future development In 1976, the Lexington Growth Policy Committee prepared a Local Growth Policy Statement which identified local growth management problems and priorities This Statement specified that a fundamental objective of any Town policy should be to preserve the character of the Town Undeniably, the historical qualities which distinguish much local housing are important features of Lexington However, another important characteristic of the Town is the desire of its residents to make Lexington a modern community with a wide range of housing oppor- t neties, particularly for long-term elderly residents and low and moderate income families, while maintaining the amenities and esthetic qualities of the Town In addition, in August 1978, the Board of Selectmen signed a Memorandum of Agreement wit) the :assachusetts Commission Against Discrimination (MCAD) which documented the Town' cern itment to prevent and eliminate any housing discrimination and affirmatively promote fair housing policies 1 in December, 1973, the Lexington Joint Government and Citizens Advisory Committee on Housing Policy, published a report which assessed local housing needs and re- commended actions to fulfill these needs The Report also described the increasing c--oasis that the State and Federal government bre placing on communities to meet local and regional housing needs Failure to work to meet these needs can lead to a loss of funding for other Town needs, perhaps unrelated to housing So, in the sc_rit of fulfilling our local housing goals and recognizing that our housing policy well Impact other Town activities, the 1979 Annual Town Meeting adopted a Housing Plan with quantifiable goals for the future development of subsidized housing The Present Fair Housing Plan is the next step in establishing a program so that Lexington can ensure that future housing development and access to local housing is according to the aforementioned community goals and commitments k 2 COMMUNITY PROFILE I PREFACE This community profile has two purposes First it will analyze existing housing patterns to determine if overconcentration or underpresentation existseither within certain neighborhoods or within the community as a whole Second, it will consider whether or not there is housing discrimination or unequal access to Lexington .housing Local needs for housing are determined by both the characteristics of the Town. population which demands certain types of housing, and the features of the present housing stock which may or may not meet this demand for housing The first two sections of the community profile will identify the characteristics of the Lexington housing market The next section will consider housing occupancy patterns to determine if there may be discrimiinat_ionor unequal access to local housing The 4th section of the community profile will consider Lexington's housing needs as defined by State and Federal agencies, as the adequacy of local housing must also be considered from a regional perspective Lexington's housing market is one part of the Boston metropolitan housing market.. Federal and State govern- ment policies now stress that regional housing needs can only be solved if each community provides a share of the metropolitan housing requirements Of course, regional requirements can only be satisfied by providing accessible housing opportunities for those families and individuals in need of housing Hence, it is -incumbent upon us to recognize local and regional housing needs, local housing inadequacies, and access to housing services in formulating Lexington's housing program. This awareness was a factor in the recent Town Meeting action that established an official Town Housing Policy II THE LOCAL HOUSING MARKET Information on the local housing market was obtained from the Report of the Joint Government and Citizen's Advisory Committee on Housing Policy, December, 1978, and from the 1970 Census of Population and Housing The most important factors to consider in this analysis are ® The quality of housing The cost of housing - Housing occupancy patterns The presence of subsidized housing Throughout the profile, most community characteristics will be reviewed on a geographical basis to determine whether certain areas of Town have more severe housing inadequacies, or a higher concentration of minorities, elderly, or other "vulnerable groups with special housing service needs In 1979, Lexington had 8855 housing units of which 8744 or 99% were occupied Even though the town is divided into 7 census tracts, these housing units are divided among only 6 of 3 these tracts, since Tract 3582 in completely occupied by a Metropolitan State Hospital The census tracts divide the Town sufficiently to detect any concen- tration of housing needs or inadequacies A. The Quality of Housing Overall, most Lexington housing is well-maintained and high quality. Data from the 1970 Census shows that only 82 units or 9% of all units lacked some plumbing facilities (See Table 1) These units were evenly divided among owner and rented occupants; one of these units was occupied by a Black family Almost half of these inadequate units were located in, Census Tract 3584, one of the oldest sections of Town Similarly, only 56 units or 6% of all units lacked complete kitchen facilities Over half of these units were located in Tract 3584 The Director of the Lexington Health Department believes that in. the last ten years many of these inadequate units have been upgraded or condemned so that, at the present time, there are even fewer structurally inadequate units than in 1970 Another aspect of housing quality is the presence of suffi- cient space for the occupants The 1970 data shows there were 224 over- crowded units or 2 6% of all occupied units These units were distributed fairly evenly throughout the Town In the last ten years, it is probably fair to expect that these overcrowded conditions have improved since the average Lexington family size has decreased B The Cost of Housing A review of all housing sales in Lexington for the year 1977 shows that the median sales price for a single-family house was $62,000 and that the average price for new construction was $71,000. The median sales price of homes in Lexington nearly doubled between 1970 and 1976, from $32,000 in 1970, to $59,000 in 1976 As illustrated in Exhibit I, housing in the lower price ranges, $32,000 to $40,000 represents only a small fractionof the total housing inventory Realistically, in 1977 one must have expected to pay from the mid-fifties and up for a single family home The cost is higher in 1980, with most houses selling for over $100,000. The availability of units in apartment houses is very limited and rental prices are high The turnover rate for apartments in Town has been so low that none of the apartment complexes is currently accepting rental applications Emerson Gardens, the least expensive of the Town's apartment complexes, has a waiting period of two to three years As a result of inadequate supply and excessive demand, the rental prices of Town apartments have been inflated. A review of rental units in the surrounding communities reveals that comparable units are renting for up to 30% less The following is a breakdown of rental prices for some of the non-subsidized units in Lexington 1 4 Captain Parker arms Minuteman Village Emerson Gardens 1 bedroom $396 1 bedroom --- 1 bedroom $375-$400 2 bedrooms $491-$501 2 bedrooms $435-$480 2 bedrooms $425 3 bedrooms $612 Housing and rental costs only become relevant when compared against the ability of people to buy or rent. Therefore, the minimum income level needed to permit a person to buy or rent a home in Lexington was computed to determine the income level below which people are economically excluded from Lexington The basis on which this computation was made is as follows 1. 141/2% interest on mortgage (25 year loan) 2 25% down payment, plus one point 3. $25 per $1,000 assessed valuation tax rate 4 Maximum of 25% gross income for housing * Based on this criteria, a family would have to earn at least the following income to purchase a home at the following prices $26,900 per year for a $50,000 home $31,000 per year for a $60,000 home $36,500 per year for a $70,000 home 4 $42,000 per year for a $80,000 home d :when comparing the income required to buy a home against the existing housing stock, it becomes apparent that a family would have to have an income well 4 in excess of $30,000 per year to have a reasonable chance of finding a home in. Lexington, Assuming that a person should not pay in excess of %25 of his yearly income for housing, the following incomes would' be required to rent an apartment here Rent/Month Income 1 bedroom $390 $18,720 2 bedrooms $460 $22,080 3 bedrooms $612 $29,376 • When one exceeds 25% of his gross income for housing, at the lower end of the income scale, most financial institutions consider it to be economically unfeasible 5 III HOUSING OCCUPANCY PATTERNS 0 As previously noted, in 1970 Lexington contained 8855 housing units for a copulation of 31,886 Almost 86% of all units were owner-occupied while less than 13% were rental units The rental units that are available are distributed throughout the Town The low vacancy rate of 1% is indicative of the high demand for Lexington housing In the last ten years, new construction of both owner-occupied and rental units has occured, however, the pattern of development is much the same as in 1970 This development pattern is different than the 1970 Boston SMSA as-a-whole where only 51% of all units were owner-occupied, almost 46% of the units were renter-occupied, and 3 5% were vacant year round, A. The Presence of Subsidized Housing As of January 1980 there were 148 units of subsidized elderly housing and 26 units of subsidized family housing plus 48 Section 8 rentals under the jurisdiction of the Lexington Housing Authority (See Table 2 ) Private non-profit corporations in Lexington administer an additional 14 units of subsidized family housing Most of the elderly housing is divided between two major developments Greeley Village, 100 units built in 1968, and Vynebrook Village, 48 units built in 1973 The construction of a third major elderly housing development, Countryside to contain 60 units isin final planning stages The subsidized family units are on scattered sites throughout the Town The Housing Authority and Planning Board have made a conscious effort to integrate these subsidized units in many neighborhoods To this end, during the summer of 1979, the Housing Authority constructed 17 low and moderate income family homes on tax-title scattered site lots and funds are sought for 12 more scattered sites units Furthermore, the Planning Board has reestablished its policy of requiring private developers to include some low and moderate income subsidized housing in their proposals Due to this policy, ten new subsidized family units in one private development and two units in another development will be constructed in 1981 and then administered by the Housing Authority, if HUD or the State, makes the funds available The LHA also has approval for 13 more condominium units In all, during 1979-1981 Lexington will have made significant additions to its stock of subsidized housing The number of elderly homes will increase by 60 units or almost 40 percent The number of subsidized family homes will increase by 44 units or almost 90 percent These new family units will be located throughout the Town Finally, the Lexington Town Meeting has established a Housing Policy which sets quantifiable goals for the future development of low and moderate income family and elderly housing These housing goals were designed to meet Lexington's housing needs B The Local Population In addition to population data in the 1970 Census Lexington is fortunate to have had a 1978 Human Service Needs Assessment of Lexington provided by graduate students at the Boston College School of Social Work These students conducted original survey research which provides a much more i up-to-date profile of the Lexington population This study discovered the following population mix while - 0 1) over 76% of all household's have a member with a College degree or better, 2) over 36% of all households have an income over. $30,000 and 3) over 72% of all households have a member employed in a professional or mangcrial job however - 4) over 8% or 772 households make an income under $10,000 (38% of elderly have incomes under. $10,000) 5) over. 4% or 366 households have persons who are seeking employ- ment, and 6) over 6% or 549 households have persons who have attained only an elementary school education These findings indicate that despite the majority of households which con- tain well educated, affluent professionals there is an identifiable portion of Lexington's population which is uneducated, low income, or unemployable The study suggests that these latter families are "at risk" o;,, "vulnerable to the exigencies of the economy and other sociological factors We nay suggest that these families are also the ones who may have distinct housing needs in the future In order properly to assess local housing needs, the following subsections will look more closely at the following population characteristics 1 Racial characteristics 2 Income levels 3 Age distribution 4 Finailies "at risk" Female Heads. of Households These population characteristics are in a dynamic relationship with, the local housing stock The particular features of the Town population are both determined by the available housing and, at the same time, effect what type of housing is available The purpose of the local population profile is to discover areas where the available housing still does not meet the needs of residents 1 Racial Characteristics The racial occupancy pattern of Lexington housing is different from that in the Boston SMSA. In 1970, only 1 5% of all Lexington housing was occupied by a black or other minority group family ,- while 5 1% of the SMSA units were ovvupied by minority group families (Table 3) . Further- more, the tenure of these two population groups is different Almost 78% of minority group families in the SMSA occupy rental units, while only 7 20% of minority families in Lexington rent. Minority family concentration in Lexington rental units is only slightly higher than that of white families, where almost 13% rent their homes In the SMSA, 44% of all white families occupy rental units However, in Lexington, where the availability of rental units is smaller than in the Boston region, a large majority of both white families (87%) and minority group families (80%) own their homes Finally, Table 5 shows that the minority group rental and the owner-occupied units are evenly dispersed throughout the twon There is no concentration of minority families in any one area of Lexington This is prima facie evidence that minority group families have not been intentionally discriminated by being overconcentrated in any one area, even though the overall underrepresentation of black individuals indicates that there are special features of the local private housing market which inhibit black families from moving to Lexington Table 3 Lexington and Boston SMSA Racial Composition 1970 Boston SMSA % Lexington White 2,602,741 94 5% 31,331 98 2 Negro 127,035 4 6 274 9 Others 23,924 9 281 9 Total 2,753,7000 100 31,886 100 The minority occupancy of the existing subsidized family housing is greater than that in the nonassisted subdivisions in Town There arel5 family units (18%) occupied by minority families three in the eighteen LHA owned family units; six in the twelve units of 707 family housing, and six in the 48 Section 8 rentals However, only one of the 148 elderly units is occupied by a minority Table 4 Minority Population in Subsidized Housing, 1980 number units number minority LHA owned Elderly 148 1 Section 8 rental, Elderly 10 0 LHA owned Family 18 3 707 Family (Pine Grove) 16 4 707 Family (Interfaith) 6 2 Section 8 Family rental 38 6 Total 236 16 The one area in which governmental action can encourage greater population diversity is in this realm of subsidized housing The racial distribution of LHA housing needs even greater efforts to attract minority groups, especially in the area of elderly housing 8 2 Income Levels A comparison of the median family income for Lexington, the Boston region and the U S is shown below 1949 1959 1969 1976 Lexington $3,598 $9,043 $17,558 $24,000 Boston SMSA 3,516 6,687 11,449 17,950 Massachusetts 3,444 6,272 10,835 15,531 U S 3 073 5,657 9,590 14,958 Even though the average 1976 Lexington family income is 33% higher than the average Boston SMSA family income, a breakdown of the distribution of 1976 family income reveals that approximately 794 families or 9 8% of all families have a low income (less than $14,000) This 1976 information from the Metropolitan Area Planning Council (MAPC) corresponds with the 1978 income data generated by the Boston College Study of Lexington Distribution of 1978 Household Income Income Households Percent Under 6,000 400 4 4 6,000 to 9,999 391 4 3 10,000 to 14,999 1010 11 .1 15,000 to 29,999 3185 35 0 30,000 to 59,999 2976 32 7 over 60,000 346 3 8 Not available 792 8 7 Total 9100 100 0 This study indicated that approximately 693 households or 7 6% of all households have a low income while 906 additional households or 10% have a moderate income based on the 1976 criteria for low and moderate income These figures are somewhat lower than those in the MAPC data partially because the 1976 income criteria is outdated and also 8 7% of household's income information was not included in the income distribution Nevertheless, these two sources of information show that between 18° and 23% of Lexington families/households have a low or moderate income The low and moderate income levels used abvoe may not be as useful as the income level requirements generated by the Local housing market analysis This analysis showed that any family making less than $16,000 would have difficulty purchasing a home in Lexington It is apparent that a S24,000 average income falls into the range which allows a family to buy into the Lexington housing market However it is interesting to note that, in 1976, 30 8% of all Lexington families had an annual income below $16,000 The current level of housing costs would place severe financial difficulties upon almost one third of Lexington families if they wanted to purchase a house in town today It 9 an be expected that many of these low and moderate income families do have a financial strain maintaining their present residence Finally, data from the 1970 census shows that low and moderate income families are located throughout Lexington (see Table 6) rather than concentrated in any one area of town 3 Age Distribution - Since the cost of local housing has become increasingly expensive, only families that have a reasonably high level of material success can afford to live in Lexington This fact has influenced the age characteristics of the town population An analysis of Lexington's population shows that there has been a significant shift upwards in the population strata from 1965 on From 1940 through the early 60s there was a fairly even distribution of people within all age groups, with the largest age group from 20 - 39_ The 1975 figures show that the age group 45 - 49 now represents the largest segment of the population, and the 35 - 39 group has fallen to the fourth group behind the 50 - 55 group Popula- tion projections show that the upward trend in age will continue well into the 80s Exhibit 3 compares the 1940 and 1970 age and sex distributions The trend is interesting in that the United States census shows that the biggest bulge in the nation's population is 20 to 30 years of age The obvious conclusion is that the demography of the town is changing from a fairly good balance of young and mature families to an older. population One factor contributing to this change is the unavailability of moderately priced housing withinLexington The present mix of housing stock may have caused an undesirable change in the character of the town The difference between Lexington and the United States population trends is due to the fact that the majority of younger people haven't yet attained the measure of success that is necessary to afford to live in Lexington. Another consequence of this trend is that, in the near future, housing for the elderly may become a more important component of the master housing plan In 1970, persons 65 years and older represented 7 8% of the town population These individuals were distributed throughout the townas shown in Table 7 Since 1970 additional elderly housing has been constructed; this commitment to elderly housing must continue in order to meet the needs of an increasingly large segment of the town population In 1980, according to the Town List of Persons, over. 16% of the population of Lexington is over the age of sixty 4 Families at risk" Female Heads of Households Even though the concentration of households with female heads was about half of that found in the Boston SMSA in 1970, there were still 571 families or 7 3% of all Lexington families with a female head These families are distributed throughout town Since many of these families may only have one employed person, their most cirtical housing need may be housing which is moderately priced, although a very small proportion of families with female heads had an income below the poverty level Most of these families had children living at home It is these families who are most in need of low and moderately family units 10 Families with a Female Head of Household 1970 Boston 's of all % of all SMSA families Lex. families 1 2 3 4 5 6 7 Families with Female Head 88,350 13 4% 571 7 3% 119 - 61 104 85 118 8, With own children under 18 42,920 6.5% 245 3 1% 49 - 22 40 38 53 4 With income Below poverty level 18,689 2 8% 33 4% - - 4 5 10 3 3 With related children 16,111 2 4% 27 3% - - 4 5 10 3 under 18 T: LEXINGTON'S SHAPE OF REGIONAL HOUSING NEEDS Both State and Federal law mandates surburban communities to make significant: con- tribution to meeting the national need for moderate and low cost family housing In the development of a housing plan it is naive and short-sighted for the Town to ignore State and Federal requirements Since the Federal government has begun a policy of inducing communities to meet Federal housing standards, failure to work toward meeting housing requirements established by State and Federal agencies could lead to a loss of funding by the Federal government, such as monies for sewer and road maintenance and construction and conservation reimbursements Housing programs could also be affected, such as housing for the elderly The Department of Community Affairs (D.C,A ) has adopted a policy which states that "since it is important that all portions of the population have their housing need addressed, D C.A. will weigh the request for elderly housing against the entire family housing picture in a given community Evidence that low income families'/ housing needs are being addressed as well will demonstrate to D C.A. that a comprehensive plan for housing has been developed " As regional housing needs increase, it is to be expected that the State and Federal Government will put pressure on more communities to meet the housing requirements of both elderly and low income families This fact was an important consideration when the 1979 Lexington Town Meeting adopted a Housing Policy which emphasized the provision of low and moderate income family housing The Planning Board in 1970 stated in its Subsidized Housing Program for Lexington Mass "That it is obvious that Lexington is also a part of the Metropolitan housing needs, including the needs for multi-family and low and moderate income housing " This position was reaffirmed in the 1976 Growth Policy Statement "Lexington has a responsibility to the region to provide a mix of adequate housing for a variety of income levels Finally, the 1979 Town Meeting adoptad the 11 Housing Policy Plan, shown in this Fair Housing Plan; which is based on a recognition that " (Lexington) , along with other towns and cities in the metropoli- tan Boston area has a shortage of housing for persons of low, moderate and 'fixed' inoome " Based,ion the Department of Community Affairs' figures, the need for housing assis- tance in the metropolitan region for 1970 was estimated at over 261 000 households This figure represents approximately 27% of all households in the region as needing some form of assistance, i e o they are paying over 25% of their income for housing o they are living in substandard housing o they are living in overcrowded conditions What is Lexington's fair share? The State Legislature under Chapter 774 of the Acts of 1969 established guidelines for each community so it could determine at what point it has met its obligations in providing low and moderate income housing These guidelines specify that this need will be met when 1) 10% of the total number of dwelling units, or, 2) 1 5% of the total non-publicly owned land in the Town is devoted to low or moderate income housing In Lexington, these guidelines will be satisfied when 889 low or moderate income dwelling units are constructed or 109 acres of non-publicly owned land in the Town is allocated to low and moderate income housing At the present time only 213 or 2 42% of all dwelling units in Lexington, are classified as low and moderate income housing and these occupy 15 acres of 0 21% of the non-publicly owned land. It is obvious that Lexington has fallen short of meeting the guidelines mandated by the State Legislature The D C A. and Metropolitan Area Planning Council (MAPC) have also developed guide- lines allocating each community its fair share of housing based on the regional need The numbers of additional housing for Lexington are Elderly Non Non Elderly Non-Elderly Total Elderly New Elderly Elderly Monetary Monetary Need Rehab Constr Rehab New Contr Supply Suppl 1,352 32 76 96 129 504 515 At first glance, 1,352 units seems high, but on closer examination, 1,019 of this total figure is allocated for rental subsidies to families who pay more than 25% of their income for housing This subsidy could apply to families that are now living in Lexington and are paying in excess of 25% of their yearly income Thus the State agencies with the responsibility of carrying out the mandate of the Commonwealth have determined that Lexington's fair share for new construction or rehabilitation of existing units for various types of housing assistance amounts to the following 8 - from Lexington 4 - had some connection to Lexington 4 - had no ties to Lexington 12 According to the MAPC, most local subsidized developments are mainly inhabited by families either from that community or have some connection, i e family or friends, within the community Hence, additional subsidized developments within Lexington will primarily meet local housing needs while satisfying a portion of the regional need Some additional subsidized housing has already been approved These developments include 17 completed and occupied family units on scattered sites throughout the Town, 19 planned family condominium units as part of two new private multi-family housing developments and a school conversion, and 60 planned units of elderly housing reduces Lexington's total future allocation to 174 units of low and moderate income housing and 48 units of elderly housing The five year housing goals established in the Town Housing Policy Plan are to provide an average of 25 units of family housing and 15 units of elderly housing per year Adherence to these goals will satisfy most of Lexington's commitment to both local and regional housing needs { 13 PROBLEM AREA IDENTIFICATION I FINANCIAL PRESSURES Lexington housing is by-and-large well-maintained and expensive Most units are owner occupied and rental housing is limited and expensive For the most part, families need an annual income of $30,000 or more to buy a home or $19,000 or more to rent an apartment in Lexington The Joint Committee on Housing Policy concluded that the lack of less expensive housing tends to exclude the following types of persons from Town 1 Average income families that have an income below $16,000 per year 2 People who cannot afford to buy a house but would like to rent. 3 People who can afford to buy a house but would like to rent 4 Most younger families who have not reached the upper middle income bracket 5 Most Town employees (the average Town employee salary is approximately $16,000 per year) 6 Many of the elderly and disabled on fixed income The high cost of housing is gradually effecting the population characteristics of the Town, Particularly the age distribution which is increasingly composed of more older persons and fewer young and middle aged families Furthermore, there are many Lexington families who probably have an uncomfortably large financial burden maintaining a hone here In 1976, 30% of all fanilies had an income belo; which,stuld be necessary to purchase an average priced Tome in Town. Inf± onaty pressure of the past four years has added to •the burdens for these-people. Many Lexington residents recognize the need for some form of housing assistance, both for themselves and others They also realize that the Town may need to use some innovative approaches to provide this assistance These sentiments were born out in a questionnaire developed by the Joint Committee on Housing Policy and published in the Lexington Minute-man newspaper Notwithstanding the small, non-random sample methodology employed, the Committee reached the following conclusions based on the results of the Questionnaire 1 There is a need real and perceived for a wider range of housing with parti- cular emphasis on the development of housing in the $30 - $50,000 range 2 Multi-family housing represents an acceptable alternative to the more expen- sive single-family home 3 Many people foresee a time when they may require some form of housing assistance 4 Many young people find it difficult to find suitable housing in Lexington 5 While the majority of people would consider living in some form of subsidized housing, there are many people who are reluctant to live in this type of housing 14 • 6 There is a general awareness of the need for housing assistance on the part of most people 7 The concept of having subsidized single-family homes integrated into exist- ing neighborhoods on a random basis is an acceptable form of public housing 8. Elderly housing is generally the most acceptable type of public housing 9 Within Lexington there is no general feeling that the existing low-cost housing developments have had a detrimental effect on the Town This would probably be true of other new developments if they were well designed and consistent with the scale of other multi-unit developments in Town 10. The Town should encourage development within the private sector 11 Most people would feel more comfortable with public housing if the community retained some form of control or influence The community profile and general public sentiment indicate that there is a pressing need for moderately priced private and public single and multi-family housing These types of housing will provide affordable opportunities to many families now economically excluded from the local housing market As already ind_cated, the Housing Authority and Planning Board have made substantial efforts to meet this need. The committee also addressed the question of land use regulations as they relate to housing costs It reviewed the by-laws, held discussions with the Town Planner and local developers Most of the zoning regulations are con- cerned with density, lot size, and frontage controls, whereas the major problem for minorities is economic The committee discussed the relationship between these by-laws and housing costs. Lot size and frontage requirements appear to have minimal effect on housing prices There are little differences in prices between houses on 30,000 square foot lots and those on 15,500 square feet. Changes in zoning rules relating to single family detached dwellings are likely to have little impact on housing prices If any impact on the prohibitive costs of unsub- sidized housing is to be made, it will be made only by creative planning with multi-unit development Although historical patterns may have contributed to a town that is older, wealthy, and predominantly white, zoning by-laws are not now exclusionary; however, the practice of Town Meeting of approving RD rezoning for only three and four units per acre is found to raise costs for multi-family developers 15 II DISCRIMINATION PATTERNS As for housing discrimination, the dispersion of minority families throughout the Town indicates that these families have not been directed or confined to one neighborhood or one area of Town. The vast majority of minority group families are homeowners and are an integral part of the Lexington community However, the relatively low representation of black families w_th_r private and public housing may indicate that these families have had difficulty obtaining housing in Lexington. In order to explore possible patterns of discrimination, the Pair Housing Committee performed two informal studies a) A series of telephone discussion and one large group meeting with local realtors revealed that some discrimination may have existed ten or fifteen years ago, but that they felt the Town to be very open now. The realtors also expressed the view that there has been a large and recent growth in the Asian population, who appear eager to live in Lexington, who can afford the high cost of purchase, and who are not discriminated against b) A survey was circulated among minority residents using lists recommended by the Lexington Concerned Black Citizens, a private civic organization, and the 16 churches and synagogues There were 15 responses (8 by mail and 7 in a group meeting) Although returns were small, the responses indicate that the current minority residents do not perceive any pattern of discrimination in housing Most of them located their house within a few weeks of the start of their search, with purchase made between 1947 and 1976, and many reported assistance by realtors Their reasons for choosing Lexington primarily involved educational opportunities. Problems they encountered included Name calling by children (1) Seller reluctant to sell to blacks (2) Unfriendly neighbors (3) Difficulty selling their former house (1) Police harrassment (1) Administrative delays (2) both in 1950's No problems (5) The occassional incidents of possible discrimination occurred over ten years ago, although the committee heard of two isolated incidents of bigotry within the last five to ten years. These included neighbor harrassment and name calling by children, but were not related to .housing- purchase. data available does not prove there is no discrimination; however the committee cc_r.cluded that there is no evidence of consistent practices of discrimination regarding minority housing in recent years, although the isolated incidents of bigotry are disturbing 16 ___ AFTIRMATIVE ACTION 0 The one area where governmental action might well encourage greater population d_ •ers_ty is in the Lexington Housing Authority The racial distribution. of LHA '1c•2_1r.g has been shown in Table 4 Although there is much improvement in integration it the scattered sites program, it is clear that the LH; should make greater efforts to attract tenants from minority groups LSA has no timetable and no numerical goals. Lacking these goals, it seems i^_vit=ale that. the authority has developer nq effective affirmative action program to attract minority group applicants Its only attempt to contact a minority or;anization to advise of the availability of housing has been a single letter.: to the Lexington METCO coordinator The letter was not answered, and apparently the LEA did not follow it up. The LEA advertised in the "Lexington Minute-Man", a newspaper with virtually no circulation in predominately black or hispanic communities, and sent notices to the Town departments, the School Department, the churches and synagogues, and two industrial firms At a minimum, the LHA should contact appropriate minority organizations and advertise in newspapers of general circulation in minority co=unities IV CONCLUSIONS It ap_ears that the smaller percentage of minority populations in Lexington, as =Lazed to the greater Boston SMSA, is due to the scarcity of lower income rentals to c-iases rather than to any pattern of racial discrimination It is necessary to provide greater opportunities for low cost housing in order to encourage a greater racial as well as economic and age diversity of Lexington's population t — 17 a THE FAIR HOUSING PROGRAM I PREFACETr the spirit of fulfilling Lexington's local housing obligations and recognizing that housino policies will impact other Town activities, the 1979 Town Meeting adopted a Housing Plan with quantifiable goals for the future development of subsidized housing Following this, the Fair Housing Committee has developed a series of objectives and action plans that will help ensure that the goals of the Local Policy Ordinance are enforced and that equal choice and access to housing are available to all, persons 11 LEXINGTON HOUSING POLICY PLAN On April 9, 1979 the Lexington Town Meeting adopted by a vote of 174 to 1, the following Housing Policy Plan 4tic.PF.1S the Town of Lexington recognizes that it, along' with other towns and cities in the metropolitan Boston area has a s crtage of housing for persons of low, moderate and "fired" incomer whereas cost of land and construction are high AND ti.arez s the cost of maintaining houses in Lexington is rising because of increasing inflation and taxes so that many citizens may soon be unable to remain in the Town; AND h'SEREAS it is a benefit to the Town to maintain diversity among its residents, and not to lose long-term resident=- or exclude' new residents solely because they are of low or moderate income; AND t+:iEREAS the Town recognizes that it is vital that basic human needs for housing be ;.let; the Town adopts the following housing policy. The Lexington Sousing Authority, the Board of Selectmen, and the Planning Board are directed to give vigorous attention to the managed growth of low and moderate income family housing to be followed in priorly by the additional housing for the elderly. Ti,e prime goal skull. be to increase the number of subsidized family units of all varieties of forms of housing assistance to a total of 174 units by the end of 1983 or, on the average, 25 units each year, and the corresyoiding numbers of subsidized elderly units to a total of 233 or, on the average, 15 units each year It is the primary responsibility of the Lexington Housing Authority to achieve this goal, and the Authority is directed by the Torn fleeting to pursue the achievement of that goal as vigorously as possible, making use of any and all available state and federal subsidy programs The Lexington Housing .Authority shall make every effort to e>. •and the rental subsidy programs and, in selecting sites for new housing, shall consider the recommendations for "guidelines for development" and "criteria for evaluation" in the "Report to the Lexington Planning Hoard from a Joint Government and Citizens Advisory Committee on Housing Policy , dated December 1978 18 9 All Town agencies and boards are directed to cooperate fully with the Lexington Housing Authority for the achievement of these goals The Lexington Planning Board is further directed to propose to future Town Meetings new and refined zoning ordinances designed to expand the inventory of low and moderate income housing through Fetter, use of existing structures, development bonuses or lower cost construction. In pursuing this effort the Board shall foster land management tech- niques that minimize environmental damage and shall strive to main- tau: historic and aesthetic qualities of the Town 1 At each annual Town Meeting beginning in 1980 and ending in 1984w the Lexington Housing Authority and the Planning Board shall report to the Town Meeting the progress of the Town boards towards the achievement of the goals of this housing policy and plan, This report shall describe the efforts made in the preceding year and the plans to achieve these goals and shall list the number of the then existing housing units under different assistance programs 19 III IMPLEMENTATION AND MONITORING The Town of Lexington has established a Fair Housing Committee which is an advisory committee to the Board of Selectmen The Town Manager' s Office has provided staff to this committee The Fair Housing Committee will function as the monitoring body to see that policies are implemented It will also be available to address grievances The Committee will continue to work with the Lexington Housing Authority to encourage aggressive outreach in order to expand the number of minorities who apply for subsidized housing The LHA will be encouraged to take a more vigorous, creative, and practical affirmative action program It must be emphasized that the LHA by State statute is an autonomous body not under the control of the Board of Selectmen or the Town Meeting Four of its members are elected at large and one is appointed by the Governor In order to foster the development of lower cost housing in the private market the Lexington Fair Housing Committee will continue to work with the Board of Selectmen and the Planning Board to encourage more flexibility in RD zoning densities, frontage and land use practices 1 20 Iliet- , . -;;.::-t �.�^�3J. �..F. t- ;. t 1 is et. :44':t=“1iS '• , 3:."'•'"7 .;j:?s , %. �" ((��pp IJP" co 1:1 net), ,�,"' is }:. p. s r !!I : 4 is � K • ;: p ' Y Mdfl t� J K✓, �Y � ^'.. 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It y 18 1 UI S Y SI k y6 1 , 1 li IA P 2 4 • o P ' :a 9 S1 • 6 • i Ili I i 6 j + i e4 sf 2 n s • , $ Vu ct. a n 101 4 • ., OP V V H 0 CO en M H N 0 0 M N N 0 N N H .HI H N H .-/ H H M N a) N en M H V CO M M CO 1.0 ON N in in N H In N H H H disN Ol V CO V N CO V V O N ca In M N H H H C1 01 '"'I N H H H H dP COto Cl en V H N V HN en co M Cl N H N N N .-1 en in N N N N H V I H H H to Cl CI Ol m M N 00 O` N H H N N C en O O1 C CO o H H ..4 H oU a _ CO .f1 U N V I I I I I I I I I I U 1 O F J. H 'a O V N O N M V M N N N N M en en en CO O H H H H U C) Sa C C 0 an ° ea 5P • de da dP OP C0 0 Vi I C CI N 1D o CO in N -I N in F Ol O J- 3 O in V N N H .i T H d� H F O C) C7 HH .it C F it O -4 1.1 C O O of rt. It) 0 V V N V COV N N N 0 C• X 1) in H O in in en O H H 0 en 0 C a H N N corri el HIH H H N 7 O M de flOem ` W M N Cl N d? V W CHS d• N 1D CC N CO V elP V N in N ac 0 0 a WI Hi 0 E I O in V V V M M M O a E in H CCI C. C O O co en V N N CO In N it in N i. L < in en 0 0 N tD a in .-i in o GO'. £ N 0 0 0 0 t0 CD H Cl 0 0 = Oa O N N CI N N N 0 V H in Cl in V 0 N M en V CO V V A' M W 4, vi C N >. .e d-I to V C H a 'Cl C a O C 'O O C HI C7 U 10 O .H-1 ..4 U 0 a0 U 0 14 0 O 0 Sa 0 .i K 0 .0 14 U Y N Ci Z 14-1 O O •rt M Y C+ .0 Sa % .0 mu 3 0 O °' 3 0 O C op ▪ 0 a >H 'C Table 6 -Low and Moderate Income Families and Unrelated Individuals by Location * 1970 Total 4. Census Tract 1 2 3 4 $ 6 7 ttr Families with low or moderate 1,083 256 - 138 183 160 21.9 127 income* _ % of all families 13 8% 16.9% - 14 6% 13 9% 13 7% 13 5% 10 0$ ? Median family income $17 558 $15,118 $14,856 $20, 290 $18,874 $17,336 ;18,57) Unrelated individuals with income below the poverty level 367 36 - 10 143 34 103 Ni t of all unrelated individuals 28.3% 16 7% - 9 4% 41 6% 25 4% 32 8% 22 4% Median income for unrelated indiv- iduals $4,209 $5,031 - $4,895 $3,905 $4,800 $2,774 $4,759 *In 1970, low and moderate family income level was $9 159, which is 80% of the 1970 S:t3A median family income of $11,449 iI :y v Table 7 Distribution of Persons 65 Years and Over 1970 Persons Census Tract 65 years and over Percent of all Persons Total Male Female 3581 523 202 321 9 0% 3582 1 e 1 5.6% 3583 217 101 116 6 0% 3584 480 176 304 8..8,8 3585 373 132 241 7 4% 3586 592 194 398 8.9% 3587 304 135 169 5.8% Total 2490 2490 7 8%