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Zoning Board of Appeals
Public Notice |
SUBJECT: PUBLIC NOTICE PERTAINING TO AFFORDABLE
HOUSING
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FROM:
TOWN OF CHARLTON
ZONING BOARD OF APPEALS
TO:
TOWN OF CHARLTON
PUBLIC NOTICE TO THE BOARDS AND DEPARTMENTS OF THE TOWN
18.5.1 Referral to Other Agencies
Mass.
Gen. L. ch. 40B, §21 states that upon receipt of an application,
a board of appeals "shall forthwith notify each such local board, as
applicable, of the filing of such application by sending a copy
thereof to such local boards for their recommendations." A "local board" is defined as
"a city or town board of survey, board of health, board of
subdivision control appeals, planning board, building inspector,
or the officer or board having supervision of the construction
of buildings or the power of enforcing municipal ordinances or
by-laws, or city council or board of selectmen."[i]
18.7.3.1 Consistency with Local Needs
760
CMR 31.06(5) establishes that the board may show that its decision
to deny or approve with conditions was consistent with local needs
by proving that one of the statutory minima set forth in Mass.
Gen. L. ch. 40B, §20 has been met. Requirements or regulations shall be deemed
"consistent with local needs" when:
(1) low or moderate income housing exists which is in
excess of ten percent of the housing units reported in the latest
decennial census of the city or town or on sites comprising one
and one-half percent or more of the total land area zoned for
residential, commercial or industrial use or,
(2) the application would result in construction of such
housing on sites comprising more than three-tenths of one percent
of the municipality's land area (or ten acres, whichever is larger),
in any one calendar year.
In effect, the board may
use compliance with one of the statutory minima as an affirmative
defense. Failure to meet any of the minima forecloses
the board's defense that its decision is consistent with local
needs as a matter of law.
The
board of appeals has the burden
of proving consistency with local needs.[ii] 760 CMR 31.04 contains a detailed methodology
for the computation of these minima. HAC decisions or case law have decided a number of issues:
*
a project which will cause the municipality to exceed the
ten percent minimum by a reasonable number is nonetheless within
the jurisdiction of the HAC;[iii]
*
proposed units not yet authorized by a building permit
cannot be counted toward the ten percent minimum by the board;[iv]
*
units created by an incentive provision in the local ordinance
or by-law do not count;[v]
*
if a site is larger than ten acres, and the municipality
has not met its burden, the first ten acres are under HAC jurisdiction.[vi]
EOCD maintains a "Subsidized
Housing Inventory," periodically updated, indicating each
municipality's status under chapter 40B.
760 CMR 31.04(1) provides that the latest EOCD inventory
is presumed accurate, unless the data is rebutted by a party.
Only twenty-two
of the 351 cities and towns in the Commonwealth meet the statutory
ten percent standard.[vii]
Even
when the municipality cannot demonstrate satisfaction of one of
the statutory minima, its denial or approval with conditions may
nonetheless be "consistent with local needs."
Mass. Gen. L. ch. 40B, §20 provides that requirements and
regulations imposed to effect a denial or approval with conditions
shall be considered consistent if it is reasonable in view of:
*
the regional need for low and moderate income housing considered
with the number of low income persons in the city or town affected;
and
*
the need:
- to protect
the health and safety of the occupants of the proposed housing
or of the residents of the city or town,
-
to promote better site and building design in relation
to the surroundings, or
-
to preserve open spaces; and
*
if such requirements and regulations are applied as equally
as possible to both subsidized and unsubsidized housing.
Proof that
a municipality has failed to satisfy one of the statutory minima
creates a reputable presumption that the regional housing need
outweighs local health, safety, design or planning concerns.[viii]
Where
the municipality successfully rebuts the presumption, the HAC
applies a balancing test.[ix] The weight of the regional need for housing
"will be commensurate with the proportion of the city or
town's population that consists of low income persons."[x] The weight of the local planning concern
"will be commensurate with the degree to which the natural
environment is endangered, the degree to which the design of the
site and the proposed housing is seriously deficient, the degree
to which additional open spaces are critically needed in the city
or town, and the degree to which the local requirements and regulations
bear a direct and substantial relationship to the protection of
such local concerns."[xi]
Boards
of appeals denying or approving comprehensive permits with conditions
almost invariably fall back on well-worn planning arguments as
a justification. Almost as invariably, the HAC rejects
such contentions. Some
of the local concerns which have been repeatedly adjudicated before
the HAC include:[xii]
* school crowding;[xiii]
* drainage;[xiv]
* traffic;[xv]
* sewers;[xvi]
* water provision;[xvii]
* noise;[xviii]
* site accessibility;[xix]
* inconsistency
with local plans;[xx]
* environmental
degradation;[xxi]
* open space;[xxii]
*
density.[xxiii]
For all practical purposes,
the burden of proof for the board of appeals is set forth in 760
CMR 31.07(2) (b). The
natural environment must be "endangered"; design of
the site or the proposed housing must be "seriously deficient";
open spaces must be "critically needed."
Only in the rare case will local planning concerns outweigh
the regional housing need.
In such cases, the board's decision to deny or approve
a comprehensive permit with conditions which render the project
uneconomic will be upheld by the HAC.[xxiv]
[1] If no local rules have been adopted, the
most recent model rules promulgated by the HAC govern the matter. See 760 CMR 31.02(3) (a). The model rules adopt the requirements
of 760 CMR 31.02(2) for application submittals.
NOTE:
ADDITIONAL
INFORMATION YOUR BOARD MAY REQUIRE IN COMPLYING WITH THIS STATUE
CAN BE FOUND AT THE ZONING BOARD OF APPEALS OFFICE.
OR ON THE
INTERNET AT:
http://mass-cd.socialaw.com
http://www.state.ma.us
http://www.state.ma.us/dhcd/ch40b
Chapter 18. COMPREHENSIVE
PERMITS .............................................
2
18.1 Introduction
. .........................................................................
2
TABLE 18.1...................................................................................
4
18.1.1 Home
Rule Challenge..............................................
4
18.1.2 Spot
Zoning Challenge............................................
5
18.2 Legislative
History.................................................................
10
18.3 Administrative
Rules..............................................................
14
18.4 Application
for Comprehensive Permit....................................18
18.4.1 Fees.......................................................................
20
18.4.2 Eligible
Applicants..................................................
20
18.4.2.1 Standing
to Apply....................................
21
18.4.2.2 Control
of the Site...................................
22
18.4.2.3
Mixed Projects.......................................
22
18.4.2.4 Limited
Dividend Organizations................
23
18.4.2.5 Local
Initiative Program...........................
23
18.5 Board
Action.........................................................................
31
18.5.1 Referral
to Other Agencies....................................
31
18.5.2 Notice..................................................................
32
18.5.2.1 Contents
of Notice...................................
33
18.5.2.2 Publication
of Notice..............................
35
18.5.2.3 Posting
of Notice...................................
35
18.5.2.4 Mailing
of Notice...................................
36
18.5.2.5 Waiver
of Notice and Special Notic.......
39
18.5.2.6 Renewed Notice..................................... 39
18.5.3 Public
Hearing.......................................................
40
18.5.3.1 Time
Limits.............................................
40
18.5.3.2
Quorum.................................................
41
18.5.3.3 Conducting
the Hearing...........................
42
18.5.3.4 Site
Visits................................................
43
18.5.3.5 Closing
the Hearing.................................
44
18.5.4 Decision
of the Board of Appeals...........................
45
18.5.5 Constructive
Approval...........................................
46
18.6 Appeal
of Board Decision.......................................................
57
18.7 HAC
Action............................................................................60
18.7.1 Intervention
in HAC Appeal...................................
60
18.7.2 Modification
of Project Pending HAC Review........ 61
18.7.3 HAC
Decision......................................................
62
18.7.3.1 Consistency
with Local Needs.................
62
18.7.3.2 Uneconomic
Conditions...........................
67
18.7.3.3 Applicability
of State Regulations..............
70
18.7.4 HAC
Remedies......................................................
71
18.8 Appeal
of the HAC Decision.................................................
84
18.8.1 Scope
of Review....................................................
84
18.9 Lapse
of Comprehensive Permit............................................
86
18.10 Eminent
Domain and Comprehensive Permits......................
88
[i] See Mass. Gen. L. ch. 40B, §20
and 760 CMR 30.02, which contains a broader definition of "local
board."
[ii] 760 CMR 31.06(5). See also Zoning Bd. of Appeals
of Greenfield v. Housing Appeals Comm., 15 Mass. App. Ct. 553,
558 (1983).
[iii] Zoning Bd. of Appeals of Greenfield v.
Housing Appeals Comm., 15 Mass. App. Ct. 553, 561-562 (1983).
[iv] Id. at 560. Cf. Pioneer Home Sponsors v. Northampton
Bd. of Appeals, HAC decision, April 1, 1975. Under a different regulation the HAC held
that 192 units contracted for by the Northampton Housing Authority,
12 days after applicant filed with the board of appeals, which
would put the city over the minimum 10% line, did count toward
the statute's goal, and that the board decision was therefore
consistent with local needs.
[v] Auburndale Gardens v. Newton Zoning Bd.
of Appeals, HAC decision, January 23, 1975, at 4. But see infra §18.4 (regarding local initiative
units).
[vi] Board of Appeals of Maynard v. Housing
Appeals Comm., 370 Mass. 64, 67-68 (1976).
[vii] By EOCD's reckoning in 1990, the following
cities and towns have met their burden for affordable housing:
Amherst
Greenfield
Milford
Boston
Holbrook
New Bedford
Brockton Holyoke
North Adams
Cambridge Lawrence
Northampton
Chelsea
Lowell
Orange
Fall River Lynn
Springfield
Gardner
Malden
Upton
Worcester
[viii] Board of Appeals of Hanover v. Housing
Appeals Comm., 363 Mass. 339, 367 (1973).
See also 760 CMR 31.06 and 760 CMR 31.07(1)(e).
[ix] If the HAC does not conclude that the
board's decision is based on a valid local concern, it does
not reach the balancing test.
See, e.g., KSM Trust v. Pembroke Zoning Board of Appeals,
HAC decision, November 18, 1991, at 19-20.
[x] 760 CMR 31.07(2)(a). In determining the regional need, such
factors as (1) actual or projected persons in need of such housing,
(2) the number of available units, and (3) the number of people
on waiting lists for such units are considered to be "reliable
indicators." Bagley v. Illyrian Gardens, 28 Mass. App.
Ct. 127, 132 (1989). See
also Wilmington Arboretum Apartments Assocs. Ltd. Partnership
v. Wilmington Bd. of Appeals, HAC decision, June 20, 1990, at
8.
[xi] 760 CMR 31.07(2)(b).
[xii] The HAC regulations prescribe factual
areas in which evidence may be heard if relevant. See 760 31.07(3) and 760 CMR 31.07(4).
[xiii] See Board of Appeals of Maynard
v. Housing Appeals Comm., 370 Mass. 64, 68 (1976).
[xiv] Board of Appeals of Hanover v. Housing
Appeals Comm., 363 Mass. 339, 382 (1973).
For HAC decisions reviewing the matter, see Browne v.
Walpole Bd. of Appeals, undated HAC decision, at 10; KSM Trust
v. Pembroke Zoning Bd. of Appeals, HAC decision, November 18,
1991, at 14-20; Oxford Hous. Auth. v. Oxford Zoning Bd. of Appeals,
HAC decision, November 18, 1991; Spencer Livingstone Assocs.
Ltd. Partnership v. Medfield Zoning Bd. of Appeals, HAC decision,
June 12, 1991, at 16-17; Sheridan Dev. Co. v. Tewksbury Zoning
Bd. of Appeals, HAC decision, January 16, 1991; Wilson St. Trust
v. Norwood Bd. of Appeals, HAC decision, February 3, 1974.
For a HAC decision upholding the board's denial based
primarily on drainage concerns, see Todino v. Taunton Bd. of
Appeals, HAC decision, February 13, 1974.
[xv] The lead HAC decision is probably Concord
Homeowning Corp. v. Concord Bd. of Appeals, HAC decision, November
19, 1971, at 24, which expresses the following standard of review:
The "existing
traffic [must be] sufficiently near (or past) the critical point
so that the additional traffic load from the proposed development
will raise the traffic impact beyond the safety point."
See
also G.P. Affordable Homes Corp. v. Falmouth Bd. of Appeals,
HAC decision, November 12, 1991, at 4-6; Spencer Livingstone
Assocs. Ltd. Partnership v. Medfield Zoning Bd. of Appeals,
HAC decision, June 12, 1991, at 5-8; Sheridan Dev. Co. v. Tewksbury
Zoning Bd. of Appeals, HAC decision, January 16, 1991, at 6
(off-site traffic hazards cannot be used a grounds to deny or
condition comprehensive permit); Wilmington Arboretum Apartments
Assocs. Ltd. Partnership v. Wilmington Bd. of Appeals, HAC decision,
June 20, 1990; Saugus Hous. Auth. v. Saugus Bd. of Appeals,
HAC decision, October 28, 1985; Forty Eight Co. v. Westfield
Zoning Bd. of Appeals, HAC decision, August 23, 1976; Wilson
St. Trust v. Norwood Bd. of Appeals, HAC decision, February
13, 1974.
[xvi] See Board of Appeals of Maynard
v. Housing Appeals Comm., 370 Mass. 64, 68 (1976); Board of
Appeals of Haverhill v. Housing Appeals Comm., 3 Mass. App.
Ct. 754, 755 (1975). For HAC decisions on the matter, see Wilmington
Arboretum Apartments Assocs. Ltd. Partnership v. Wilmington
Bd. of Appeals, HAC decision, June 20, 1990, at 13-14 (board
cannot save sewer capacity for proposed industrial use if application
for affordable housing is first in time);
Milhaus Trust of Upton v. Upton Bd. of Appeals, HAC decision,
July 8, 1975; T/D/B Realty Trust v. Northbridge Bd. of Appeals,
HAC decision, August 5, 1974; Woodcrest Village Assocs. v. Maynard
Bd. of Appeals, HAC decision, April 22, 1974.
In Tetiquet River Village v. Raynham Zoning Bd. of Appeals,
HAC decision, March 20, 1991, at 9, the HAC upheld a local decision
to deny the permit based on serious design questions.
[xvii] See, e.g., Groton Hous.
Auth. v. Groton Zoning Bd. of Appeals, HAC decision, September
19, 1991, at 5-6.
[xviii] See, e.g., Forty Eight Co.
v. Westfield Zoning Bd. of Appeals, HAC decision, August 23,
1976. The proposed affordable housing site was
adjacent to industrially used land.
The HAC upheld the denial of the comprehensive permit,
in part, because the noise level was an "incurably negative
factor." Id. at 14-15.
[xix] See, e.g., Board of Appeals
of Maynard v. Housing Appeals Comm., 370 Mass. 64, 68 (1976). For HAC decisions based, in part, on access
issues (including access for emergency vehicles), see KSM Trust
v. Pembroke Zoning Bd. of Appeals, HAC decision, November 18,
1991, at 20; G.P. Affordable Homes Corp. v. Falmouth Bd. of
Appeals, HAC decision, November 12, 1991, at 6; Spencer Livingstone
Assocs. Ltd. Partnership v. Medfield Zoning Bd. of Appeals,
HAC decision, June 12, 1991; Tetiquet River Village v. Raynham
Zoning Bd. of Appeals, HAC decision, March 20, 1991, at 12;
Wilmington Arboretum Apartments Assocs. Ltd. Partnership v.
Wilmington Bd. of Appeals, HAC decision, June 20, 1990; Saugus
Hous. Auth. v. Saugus Bd. of Appeals, HAC decision, October
28, 1985; Methuen Hous. Auth. v. Methuen Bd. of Appeals, HAC
decision, July 22, 1985; Auburndale Gardens v. Newton Zoning
Bd. of Appeals, HAC decision, January 23, 1975.
In Sherwood Estates v. Peabody Bd. of Appeals, HAC decision,
April 30, 1982, at 9, the HAC upheld a denial of a comprehensive
permit where the grade of the access road to the site exceeded
10% because it was too steep for elderly residents (who may
have cardiac problems).
[xx] See, e.g., Board of Appeals
of Melrose v. Housing Appeals Comm., 5 Mass. App. Ct. 838 (1977). The HAC has stated that where a proposal
is inconsistent with a master plan (or some similar document)
it is a factor to be considered.
Where
the Master Plan is totally unrealistic with respect to present
land uses or reasonably potential future uses, where there is
more than a suspicion that the Master Plan is simply a sophisticated
maneuver to perpetuate precisely the abuses which Chapter 774
was designed to eliminate, where the Master Plan is simply an
ancient planning exercise, ignored and gathering dust for years,
and now dusted off to frustrate housing for which there is a
clearly demonstrated need, the Master Plan will not prevail
in the weighing process.
Harbor Glen Assocs. v. Hingham
Bd. of Appeals, HAC decision, August 20, 1982, at 13. The denial of a permit in this case was
upheld by HAC because the master plan had committed 27 acres
in Hingham to multi-family housing, and the proposed site was
in an area designated for office park use.
See also KSM Trust v. Pembroke Zoning Bd.
of Appeals, HAC decision, November 18, 1991 (compliance with
comprehensive plan); Wilmington Arboretum Apartments Assocs.
Ltd. Partnership v. Wilmington Bd. of Appeals, HAC decision,
June 20, 1990 (Master Plan for Sewers).
[xxi] See, e.g., G.P. Affordable
Homes Corp. v. Falmouth Bd. of Appeals, HAC decision, November
12, 1991, at 12-36; Sheridan Dev. Co. v. Tewksbury Zoning Bd.
of Appeals, HAC decision, January 16, 1991 (nitrate degradation
of ground and surface water).
[xxii] See, e.g., Auburndale Gardens
v. Newton Zoning Bd. of Appeals, HAC decision, January 23, 1975;
Methuen Hous. Auth. v. Methuen Bd. of Appeals, HAC decision,
July 22, 1985.
[xxiii] See, e.g., KSM Trust v.
Pembroke Zoning Bd. of Appeals, HAC decision, November 18, 1991,
at 13; H.T.C. v. Merrimiac Zoning Bd. of Appeals, HAC decision,
March 20, 1991, at 5.
[xxiv] See, e.g., Hamlet Dev. Corp
v. Hopedale Zoning Bd. of Appeals, HAC decision, January 23,
1992 (danger from nearby airfield); Tetiquet River Village v.
Raynham Zoning Bd. of Appeals, HAC decision, March 20, 1991,
at 9 (inadequacy of sewer design); Brown St. Assocs. v. Attleboro
Zoning Bd. of Appeals, HAC decision, March 1, 1983 (drainage);
Harbor Glen Assocs. v. Hingham Bd. of Appeals, HAC decision,
August 20, 1982 (inconsistency with Master Plan); Berkshire
East Assocs. v. Huntington Bd. of Appeals, HAC decision, June
1, 1982 (fire protection); Sherwood Estates v. Peabody Bd. of
Appeals, HAC decision, April 30, 1982 (grade of access road);
Forty Eight Co. v. Westfield Zoning Bd. of Appeals, HAC decision,
August 23, 1976 (noise, propane gas storage); Todino v. Taunton
Bd. of Appeals, HAC decision, February 13, 1974 (drainage issues).
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