June 7-8, 2017 Devens Common Center Devens, MA 11th annual Massachusetts Housing Institute Training for local officials Massachusetts Housing Partnership www.mhp.net Massachusetts Department of Housing and Community Development www.mass.gov/dhcd The Mel King Institute for Community Building www.melkinginstitute.org Citizens’ Housing and Planning Association www.chapa.org Metropolitan Area Planning Council www.mapc.org American Planning Association— Massachusetts Chapter www.apa-ma.org 2017 Housing Institute agenda DAY ONE | Wednesday, June 7th 8:00 AM Registration and Continental Breakfast Welcome and Introduction to the Housing Institute 8:30 AM Susan Connelly, Director of Community Assistance, Massachusetts Housing Partnership (MHP) State Policy and Legislative Update Solarium Ballroom 8:45 AM Eric Shupin, Director of Public Policy, Citizens’ Housing and Planning Association Senator Jamie Eldridge Striving for Fairness: An Overview and Practical Application of Fair Housing Solarium Ballroom 9:30 AM Shelly Goehring, Program Manager, MHP Margaux LeClair, Counsel and Fair Housing Specialist, Department of Housing and Community Development (DHCD) 10:50 AM Break and Transition Time Housing Plans- Assessing Your Community’s Using the Community Preservation Act for Housing Needs and Building Plans (Track 1) Affordable Housing: Examples and Best Practices Salon A Salon B Jennifer Goldson, Consultant, JM Goldson Kevin Maguire, Oxbow Partners Preservation + Planning Elizabeth Rust, Regional Housing Services Office Jennifer Raitt, Director of Planning and Community Funds obtained through the Community Preservation Act Development, Town of Arlington (CPA) can be a great tool for communities to address Housing needs assessment, housing plans, and housing 11:00 AM housing needs, but it can be difficult to get going even production plans—what is the difference? What kind of when the will is there. Representatives from communities plan is right for your community? This session will go over who have had success in using their CPA funds directly for these questions as well as discuss strategies and available housing will share experiences, challenges and best resources practices. Networking Lunch 12:15 PM Solarium Ballroom Fact versus Fiction: Impact of Housing on State and Local Budgets Solarium Ballroom Mike Goodman, Professor of Public Policy, UMass-Dartmouth 12:50 PM Chris Kluchman, Director of Land Use Management, Town of Westford Judi Barrett, Director of Economic Development, Plymouth Regional Economic Development Foundation 2:00 PM Break and Transition Building Community Support for Affordable Housing Salon A The Housing Development Process 101 (Track1) Jennifer Goldson Salon B Jennifer Raitt Rebecca Plaut Mautner The most important element that can make or break Susan Connelly A soup-to-nuts picture of all the steps in housing 2:15 PM housing development is community support. Instructors share strategies to build alliances and support for development, including roles and responsibilities. Led by an affordable housing within your community including: experienced practitioner with ample opportunity for identifying key players and stakeholders, how to questions and discussion navigate town meetings and best practice examples. 1 2017 Housing Institute agenda Housing Development Finance 101- Seven Basic Size Matters: Small Scale Housing Development Subsidy Vehicles (Track 1) (Track 2) Salon A Salon B Ed Marchant, EHM/Real Estate Advisor & Adjunct Susan Connelly MHP Lecturer, Harvard Kennedy School Kevin Maguire Learn why the “Funding Gap” exists for both rental and Housing developments with fewer units make sense in many ownership affordable housing developments, and more of our suburban and rural communities, but can present a 3:30 PM importantly, learn about the following seven basic unique set of development challenges. Discussion-based subsidy vehicles that can be used to plug the Funding session shares best practices. Attendees are encouraged to Gap: Development Cost, Tax Credit, Financing, ask questions and bring their own small project experiences. Operating, Rental Assistance, Entitlement, and Project- Generated Cross Subsidies. Representative examples of each subsidy type will be presented and the relative financial contribution of each subsidy vehicle will be discussed. 4:45 PM Wrap-up Day One and Adjourn 2 2017 Housing Institute agenda DAY TWO | Thursday, June 8th Registration and Housing Coordinator’s Breakfast 8:15 AM Welcome to Day Two of the Housing Institute and Recap from Day One Unlock the Commonwealth: The Housing Squeeze in Massachusetts Solarium Ballroom 9:00 AM Tim Reardon, Director of Data Services, Metropolitan Area Planning Council (MAPC) Clark Ziegler, Executive Director, Massachusetts Housing Partnership (MHP) Housing’s Impact on Economic Development in Massachusetts Solarium Ballroom Moderated by Clark Ziegler 9:45 AM Peter Forman, CEO and President, South Shore Chamber of Commerce Jesse Mermell, President, The Alliance for Business Leadership Kurt P. Ochalla, Senior Director of Global Real Estate, TripAdvisor 11:00 AM Break and Transition Time Pre-development Case Study (Track 1) Changing the Conversation: Community Salon A Engagement on Housing in Williamstown Laura Shufelt, Assistant Director of Community Salon B Assistance, MHP Jennifer Goldson Kevin Maguire Andrew Groff, Director of Community In this session, instructors will guide participants through Development, Town of Williamstown the steps necessary for due diligence for a particular Amy Jeschawitz, Chair, Williamstown Planning Board 11:15 AM site prior to embarking on the development process, This session covers how the Planning Board took including when to engage consultants, looking at site action on addressing these issues and Williamstown’s plans, and issues such as title review, environmental future. By designing a thoughtful community process to review, and identify common red flags. share information and education and get input on housing, zoning, and the relationship between the two, the town has sparked support for looking at housing options in Williamstown in a new way. LUNCH Housing Heroes Award Ceremony Solarium Ballroom 12:30 PM Presented by: Clark Ziegler Housing Heroes: Town of Bedford, South Shore Chamber of Commerce, and Harborlight Community Partners 1:30 PM Break and Transition Time Tactics for Tomorrow: How to Talk About Housing Chapter 30B: Making it Work for You (Track 2) Salon A Salon B Katy Lacy, Senior Project Manager, MHP Laura Shufelt Allen Penniman, Principal Planner, City of Providence Maura Camosse Tsongas, Director of Real Estate 1:40 PM Nate Kelly, Principal Planner, Horsley Witten Group Development, NOAH This session aims to give participants tools for engaging Participants will learn about the RFP process, common both elected officials and community members on mistakes to be aware of, and how to ensure the town’s housing development. goals are met while attracting responses. 2:45 PM Break and Transition Time Chapter 40B: An Overview of the Fundamentals Solarium Ballroom Laura Shufelt 3:00 PM Greg Watson, MassHousing Ed Marchant Learn how to navigate and understand the 40B process, from Project Eligibility to the drafting a Comprehensive Permit decision, from the perspective of the community. 4:10 PM Wrap-up Day Two and Adjourn 3 CHAPA’s 2017–2018 Legislative Priorities CHAPA’s legislative agenda includes proposals that help produce, preserve, and plan for more housing that is affordable for households with low and moderate incomes in the Commonwealth. This package of legislation addresses challenges that impede working families, persons with disabilities, and seniors from affording the high cost of housing. If enacted, these bills will reduce homelessness and housing instability; help persons with disabilities afford accessible, community-based housing; create jobs; and strengthen our communities. An Act Financing the Production & Preservation of Housing for Low & Moderate Income Residents (HD1074) Sponsored by Rep. Kevin Honan & Sen. Linda Dorcena Forry This legislation invests $1.7 billion through the capital budget in affordable housing over five years, providing critical funding to produce, preserve, and modernize public and affordable housing in communities across the Commonwealth. The bill also extends the state Low Income Housing Tax Credit and expands its annual authorization by $5 million to preserve affordable housing at risk of being lost due to expiring affordability restrictions. An Act Relative to Housing Production (HD925 / SD1651) Sponsored by Rep. Kevin Honan & Sen. Linda Dorcena Forry This legislation provides financial incentives and new tools to meet the Commonwealth’s housing needs. The bill requires cities and towns to allow multifamily housing in smart growth locations, accessory dwelling units, and open space residential developments as of right. It also presents new tools and strategies for regionalization and interagency collaboration to plan for the housing Massachusetts residents want and need. An Act Building for the Future of the An Act Promoting Housing and Sustainable Commonwealth (HD2587) Development (SD1609) Sponsored by Reps. Stephen Kulik & Sarah Peake Sponsored by Sen. Harriette Chandler These bills reform our state’s planning, zoning, and permitting laws to support communities that work for families and seniors; create healthy, walkable neighborhoods; produce new housing in sensible locations; and preserve open space. An Act Relative to Low-Income Housing Tax Credits (HD989