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Proposed Process for Local Initiative Program Comprehensive Permits under Chapter 40B
This memorandum describes the Commonwealth’s Local Initiative Program, as well as a draft
process for how the program may be administered locally.
The Local Initiative Program (LIP) is a state housing program, established by Massachusetts General
Law Chapter 40B, sections 20-23 (also known the Comprehensive Permit Law) and administered by
the Department of Housing and Community Development (DHCD). The program was established to
give cities and towns greater flexibility in their efforts to provide low and moderate-income housing.
The establishment of M.G.L. Chapter 40B, sections 20-23 created a process for granting
"comprehensive permits" for the construction of subsidized low or moderate income housing
through a streamlined, consolidated development permitting process. A comprehensive permit may
supersede various local requirements and regulations, including zoning, and is granted by the Zoning
Board of Appeals following a public hearing process. The first step of a comprehensive permit is for a
developer to seek project eligibility from DHCD. A developer may seek eligibility on their own or
with the endorsement of the municipality. The municipal endorsement directs the applicant to the
LIP. The Local Initiative Program allows the Town to sign and endorse the LIP application prior to
permitting, demonstrating to the State their support for the project as proposed. With that
endorsement, it is understood by DHCD that the municipality and a developer are working in
concert on a project that meets the community’s housing needs.
Prior to issuing a LIP endorsement for a comprehensive permit, communities typically require the
developer to submit a copy of their preliminary comprehensive permit application to the Town
Manager for review. The Town Manager may request comments and recommendations from staff
and the local Housing Committee relative to whether the affordable housing proposed meets the
community’s need. The Town Manager may then grant endorsement, grant endorsement with
conditions, or deny endorsement of any LIP under consideration. A denial of an endorsement does
not prohibit the applicant from proceeding with the comprehensive permit application. The
application may proceed to DHCD on its own merits in order to seek eligibility.
Following local endorsement, DHCD will evaluate each LIP comprehensive permit project application
for consistency with the State’s 10 sustainable development principles as well as local housing
needs. If the proposed project meets the requirements of LIP, DHCD will issue a Determination of
Project Eligibility, which is a prerequisite to an application to the Zoning Board of Appeals for a
comprehensive permit. The project will then receive a public hearing before the ZBA. The ZBA will
be the sole permit granting authority for the municipality.
In towns where less than 10% of the housing units are low or moderate income housing as
measured by the Subsidized Housing Inventory (SHI), the denial of a comprehensive permit
application or the imposition of conditions that render a proposed development uneconomic may
generally be appealed to the state Housing Appeals Committee.
Town of Barnstable
Planning & Development Department
www.townofbarnstable.us/planninganddevelopment
2
At this time, the Town of Barnstable does not have a policy in place that shall guide both the
Applicant and the Town through the LIP endorsement process. To be proactive on the matter, town
staff has begun to develop a procedure for evaluating LIP proposals.
Attached please find draft process procedures for partnering on a local initiative program project for
consideration.
TOWN OF BARNSTABLE
PROCEDURE FOR
PARTNERING ON A LOCAL INITIATIVE PROGRAM PROJECT
1. A property owner and/or applicant may bring forward to the Town Manager, through Planning
and Development, a Local Initiative Program (LIP) project proposal, to seek a determination of
site suitability under Massachusetts General Laws Chapter 40B (“Chapter 40B”), Sections 20-23,
760 CMR 56.00 and DHCD Local Initiative Program (LIP).
2. Upon receipt of a LIP proposal, the Town Manager and applicable department heads shall meet
with the applicant to review the information presented in the project proposal. Based upon the
materials presented and information provided, the Town Manager shall determine whether the
proposal is potentially site suitable and subsequently determine whether the proposal is a major
or minor LIP project proposal application.
A. Minor LIP proposal definition: 4 dwelling units or less and Town Manager determination
of limited impact, which determination shall be based on consideration of relevant
factors, which may include without limitation impacts on the environment,
infrastructure, and neighborhood character.
B. Major LIP proposal definition: greater than 4 dwelling units
Minor: If the Town Manager deems a project a minor application, the Town Manager may
request additional information for review and/or decide that the project is suitable for
endorsement as LIP and sign a community letter of support and the LIP application. However;
3. Major: If the Town Manager deems the LIP proposal a major application, the Town Manager
shall refer the property owner/applicant to the Planning Board and Housing Committee for
review and recommendation.
4. The Planning Board and Housing Committee shall each hold a public meeting allowing for public
comment within 45 days of receipt of referral from the Town Manager. A joint meeting of the
Board and Committee may be held at the discretion of the Chairs of such bodies.
5. The public meeting shall be properly noticed on an agenda of a regularly scheduled meeting.
The property owner/applicant shall notify abutters within 300 feet of the property by U.S.P.S.
mail with a general description of the proposal at least 14 days prior to the meeting.
6. Upon receipt of referral the Planning Board and Housing Committee shall request that the
Applicant provide qualifications and past projects of the Applicant, particularly those built under
Chapter 40B and/or as a LIP, any past or current litigation involving 40B or LIP projects as well as
3 references that include contact name, address and telephone number. All qualifications, past
projects, references and results of reference checks shall be documented and made available as
a matter of public record.
7. An Applicant seeking consideration of a project as a LIP shall submit to the Planning Board and
Housing Committee sufficient copies of materials as determined at the time of application, of
the following information for distribution to the Planning Board and Housing Committee:
A. The name and address of the Developer;
B. The address of the proposed site and site description (to include wetlands, waterways,
easements and land holding any conservation, recreation or other restrictions. It should
also include a description of any existing buildings and their uses;
C. A locus map identifying the site within a plan of the neighborhood, accompanied by
photographs of the surrounding buildings and features that provide an understanding of
the physical context of the site to include wetland boundaries;
D. A tabulation of proposed buildings with the number, size (number of bedrooms, floor
area), and type (ownership or rental) of housing units proposed;
E. Conceptual design drawings of the site plan and exterior elevations of the proposed
buildings, along with a summary showing the percentage of the land to be occupied
buildings, parking and other paved areas, and by open areas. Also included in the
summary shall be the number of parking spaces, and the ratio of parking spaces to
housing units;
F. A narrative description of the approach to building massing, the relationships to
adjacent properties, and the proposed exterior building materials;
G. A tabular analysis comparing existing zoning requirements to the Waivers requested for
the Project;
H. Preliminary soil testing results and locations, as applicable; as well as estimated or
determined wetlands locations to support the viability of the proposed development;
and.
I. Traffic impact/study statements.
8. The project should demonstrate benefits to the community above a conventional (or
“unfriendly”) Chapter 40B development and should reflect community need in order to be
considered as a LIP project.
A. Preference criteria an applicant should consider:
i. mixed-income year-round rental and homeownership opportunities for
residents earning from 30% and up to 80% of the Area Median Income (AMI)
ii. mixed-use development pattern
iii. a percentage of affordable units (in excess of the mandatory 25%)
iv. site design that provides open space and recreational amenities
v. architecture that is compatible with the neighborhood
vi. enhancements to site and surrounding neighborhood (landscaping, drainage,
connectivity, etc.)
vii. ability to meet identified housing needs (senior, workforce, rental)
viii. availability of sewer and or on-site wastewater disposal technologies that
reduce nitrogen output
ix. energy efficient design and construction
x. a financial contribution from the sale of “market rate units” to the Municipal
Affordable Housing Trust Fund.
All benefits shall be clearly identified before a preliminary agreement is entered into between
the Town of Barnstable and the Applicant and made available as a matter of public record.
9. The Planning Board and Housing Committee may request additional information to help render
a recommendation to the Town Manager. The Planning Board and Housing Committee shall
render a recommendation, by a simple majority vote, within sixty (60) days following the first
public meeting, unless extended mutually by the Board/Committee and property
owner/applicant. Failure to render a decision within 60 days shall not result in a constructive
recommendation of the proposed application.
10. The Planning Board and Housing Committee shall report whether or not to recommend a LIP
endorsement and submit their recommendation and supporting information to the Town
Manager.
11. The Town Manager shall endeavor to inform the Applicant of his decision within 45 days of
receipt of recommendation by the last recommendation from either the Planning Board and
Housing Committee and should the Town Manager decide to proceed with a LIP Application, the
Town Manager shall sign the LIP application and provide a written letter of support and include
all of the information, documents, results of reviews and comments made by the Planning Board
and Housing Committee. This information may be included in the Comprehensive Permit
Application to the Zoning Board of Appeals.