1. Open Space Residential Design OSRD Open Space Residential Design OSRD Smart Growth / Smart Energy Toolkit

2. Smart Growth / Smart Energy Toolkit Open Space Residential Design Milford Sprawl development covers natural open space. Sprawl development covers natural open space. Wasted linear miles of asphalt, piping and utilities Wasted linear miles of asphalt, piping and utilities

3. Smart Growth / Smart Energy Toolkit Open Space Residential Design Sprawl Development Maximizes Cost of Infrastructure Berkshire County Six houses here require long driveways, separate wells for water supply and independent septic systems.

4. Smart Growth / Smart Energy Toolkit Open Space Residential Design The Problem Loss of Open SpaceSmart Development The Solution OSRD is a form of subdivision design that maximizes resource protection and optimizes the use of space. OSRD provisions promote design flexibility related to minimum lot size, setbacks and frontage and can help streamline the permitting process.

5. Smart Growth / Smart Energy Toolkit Open Space Residential Design THE YIELD PLAN: The maximum number of lots achievable under conventional Zoning Bylaw provisions and Subdivision Rules and Regulations. The contents of this plan are similar to those of a Preliminary Subdivision Plan.

6. Smart Growth / Smart Energy Toolkit Open Space Residential Design AFTER THE YIELD IS CALCULATED, THE FOUR-STEP OSRD DESIGN PROCESS FOLLOWS:

7. Smart Growth / Smart Energy Toolkit Open Space Residential Design Identify Conservation Value Areas on the site such as wetlands, significant trees or tracts of forest, steep slopes habitat, cultural resources or buffer zones. Remove these from the “developable area”. 1.

8. Smart Growth / Smart Energy Toolkit Open Space Residential Design Place houses in the remaining area in a way that would maximize residents enjoyment of these areas by providing access to open space and preserving views. 2.

9. Smart Growth / Smart Energy Toolkit Open Space Residential Design Align roads and trails on the site to provide pedestrian and vehicle access. 3.

10. Smart Growth / Smart Energy Toolkit Open Space Residential Design 4. Draw lot lines around the homes.

11. Smart Growth / Smart Energy Toolkit Open Space Residential Design THE BYLAW: There are several fundamental questions local decision makers must answer before drafting an OSRD Bylaw: 1) 1)Which local board or agent will grant a permit for OSRD? What is the Permit mechanism (Special Permit, by right, etc.)? 2) 2)What are the resource protection priorities of the community? 3) 3)How will the Bylaw affect other local regulations? 4) 4)What sort of incentives or bonuses can the community comfortably and effectively promote?

12. Smart Growth / Smart Energy Toolkit Open Space Residential Design BYLAW CONSIDERATION #1: Which local board or agent will grant a permit for OSRD? What is the Permit mechanism (Special Permit, by right, etc.)? In many communities, the Planning Board is best suited to be the permit granting authority as they also review subdivision applications. OSRD may be offered as a by-right development option, through Site Plan Review, or as Special Permit. Communities should assess how permitting is currently structured in their bylaw and use those mechanisms that have proven effective in the past. Application requirements should overlap other permit requirements to the greatest possible extent to make things easier on the applicant.

13. Smart Growth / Smart Energy Toolkit Open Space Residential Design BYLAW CONSIDERATION #2: What are the resource protection priorities of the community? Resource priorities could include farmland, coastal areas, aquifers, sensitive habitats, historic buildings, forested areas, etc. The resource priorities will help shape the approach to site plan development. The permitting authority must be able to clearly communicate the resource priorities to the applicant in order to streamline the permitting process.

14. Smart Growth / Smart Energy Toolkit Open Space Residential Design BYLAW CONSIDERATION #3: How will the Bylaw affect other local regulations? The Bylaw is not written in a vacuum. The writers should solicit input from all permitting agencies such as: Conservation Commission/Administrator Board of Health Zoning Board of Appeals Planning Board Building Inspector Conflicts with existing regulations or other bylaws need to be resolved before the OSRD bylaw is brought to Town Meeting.

15. Smart Growth / Smart Energy Toolkit Open Space Residential Design BYLAW CONSIDERATION #4: What sort of incentives or bonuses can the community comfortably and effectively promote? The goals discussed in other planning documents should be consulted before determining different density bonuses: Planned Production Plan (affordable housing) Open Space and Recreation Plan Executive Order 418 Community Development Plan Master Plan/Local Comprehensive Plan Offering bonuses may require a considerable outreach effort as many Town Meeting voters may not be supportive of increases in density, without an understanding of the consequences.

16. Smart Growth / Smart Energy Toolkit Open Space Residential Design COMMUNITY OUTREACH: An OSRD Bylaw will have to be adopted at Town Meeting or by Council Vote. The Public’s concerns MUST be addressed for these votes to be successful. Common concerns include: 1) 1)Will flexible provisions increase the amount of housing in the community? 2) 2)Will the style of housing affect community character? 3) 3)Will these subdivisions unduly affect the tax burden to the rest of the community? 4) 4)How will density incentives increase the development potential of the community? 5) 5)Are developers being given too much latitude?

17. Smart Growth / Smart Energy Toolkit Open Space Residential Design Affordable Housing - Communities may offer bonuses beyond the site yield if developers include affordable housing in their proposal - Common provisions are on additional market rate unit for every one to two affordable units - Developers incorporating compact housing design, such as townhouses, may find this a viable option COMMON DENSITY BONUSES

18. Smart Growth / Smart Energy Toolkit Open Space Residential Design Historic Structures - - Communities with historic homes on farms or other large tracts of land may offer bonuses to developers who preserve these structures. - - Rehabilitation of existing structures may prove to be a good investment if additional market rate units result from these efforts. COMMON DENSITY BONUSES

19. Smart Growth / Smart Energy Toolkit Open Space Residential Design Increased Open Space - - OSRD Bylaws may have a minimum percentage of protected open space for a site such as 50%. - - Bylaw provisions may offer density bonuses for proposals that offer significant percentages beyond the minimum. - - Developers should carefully examine the flexible dimensional regulations of the bylaw to see if they can possibly gain more open space towards a density bonus. COMMON DENSITY BONUSES

20. Smart Growth / Smart Energy Toolkit Open Space Residential Design Amenities to the Community - - OSRD Bylaws may have provisions where housing units may be increased if a clear amenity is provided to the community as part of the development. - - Developers facing this provision should be creative and consider such options as cluster wastewater systems, recreational facilities, public access to open space areas, pedestrian or bicyclist improvements, etc. COMMON DENSITY BONUSES

21. Smart Growth / Smart Energy Toolkit Open Space Residential Design BENEFITS of OSRD For Residents and Local Officials - Streamlines plan review process; reduces time and costs - Adds valuable amenities that can enhance marketing and sale prices - Increases resale value; homes in OSRD subdivisions have shown to appreciate faster than those in conventional subdivisions - Decreases site development costs by designing with the terrain

22. Smart Growth / Smart Energy Toolkit Open Space Residential Design BENEFITS of OSRD Social, Recreational, and Economical - - Reduces isolation and sprawl - Enhances New England/local community character - - Promotes community involvement - - Provides neighborhood connections with an interconnected network of trails and open space - Reduces municipal infrastructure and maintenance costs - Can be combined with 40B, the Local Initiative Program, to be an alternative to comprehensive permit to achieve affordable housing accreditation

23. Smart Growth / Smart Energy Toolkit Open Space Residential Design BENEFITS of OSRD Environmental - Protects unique or fragile habitats - Reduces the pollution impacts of stormwater runoff - Promotes aquifer recharge - Provides opportunities to link wildlife habitats - Conservation values are part of the planning process - Can further goals of open space and community development plans The planning process for OSRD inherently protects natural resources and promotes recharge to underlying aquifers.

24. Smart Growth / Smart Energy Toolkit Open Space Residential Design For the Developer and Realtor - Streamlines plan review process; reduces time and costs - Adds valuable amenities that can enhance marketing and sale prices - Increases resale value; homes in OSRD subdivisions have shown to appreciate faster than those in conventional subdivisions - Decreases site development costs by designing with the terrain The OSRD permitting structure encourages smart growth and facilitates a permitting process that is clear, easy to understand, and cost-effective to developers. BENEFITS of OSRD

25. Smart Growth / Smart Energy Toolkit Open Space Residential Design Values Identified by OSRD Developers 1)Reduced roadways and infrastructure a)Roadway construction costs are in the $400 - $600/ft range. b)Less roadway = Less impervious surface = less infiltration makeup areas. 2)Less impacts on wetlands a)Minimal wetland impacts = less wetland replication areas and expensive crossings. b)Less time and risk in front of Conservation/DEP 3)Reduced lot areas and setbacks = cost savings on driveways and landscaping 4)Time – geographically condensed construction is easier to manage 5)Pride – OSRD plans are just more socially responsible 6)Sales advantages often include trail systems, open space, and social community BENEFITS of OSRD

26. Smart Growth / Smart Energy Toolkit Open Space Residential Design

28. Caldwell Farm Newbury, MA CASE STUDY Caldwell Farm is a 66-unit housing project, 100 of the 125 acres being maintained as open space. Compact design required far less pavement and utility construction when compared to a convention plan with the same number of units.

29. Smart Growth / Smart Energy Toolkit Open Space Residential Design Open Space and Landscape Preservation Development CASE STUDY Partridgeberry Place, Ipswich, MA

30. Smart Growth / Smart Energy Toolkit Open Space Residential Design Woodbury Ridge Bellingham, MA CASE STUDY 1. Conventional Plan 1. OSRD Plan 6 acres developed6 acres developed 10.4 permanently preserved10.4 permanently preserved LID stormwater practicesLID stormwater practices Reduced impervious surfacesReduced impervious surfaces

31. Smart Growth / Smart Energy Toolkit Open Space Residential Design USEFUL LINKS: www.state.ma.us/czm/smartgrowth/ Massachusetts Office of Coastal Zone Management (CZM) is a founding Green Neighborhoods Alliance member and has actively promoted open space residential design along the coast and in coastal watershed communities. www.csc.noaa.gov/magazine/2006/02/article1.html "Planning for Open Space": A NOAA Coastal Services Center article about Massachusetts OSRD and the Green Neighborhoods Alliance. www.mass.gov/czm/smartgrowth/publications/green_neighborhoods_brochure.pdf A brochure explaining the benefits of OSRD www.natlands.org/categories/subcategory.asp?fldSubCategoryId=26 Natural Lands Trust web page, entitled “Growing Greener: Conservation by Design” www.mapc.org/regional_planning/Developing_Local_Bylaw.pdf “The Conservation Subdivision Design Project” by the Metropolitan Area Planning Council www.dem.ri.gov/programs/bpoladm/suswshed/pdfs/condev.pdf "The Rhode Island Conservation Development Manual: A Ten step Process for the Planning and Design of Creative Development Projects" from the RI Department of Environmental Management, Sustainable Watersheds Office

32. Smart Growth / Smart Energy Toolkit Open Space Residential Design USEFUL LINKS: www.landchoices.org/ A national non-profit organization is working to reach landowners and provide them with land preservation choices BEFORE they make that fateful decision to subdivide their land for conventional subdivision development. www.mapc.org/regional_planning/CSD.pdf “Open Space Residential Development: Four Case Studies” by the Metropolitan Area Planning Council www.csc.noaa.gov/alternatives/ “Alternatives for Coastal Development: One Site, Three Scenarios”, NOAA www.mass.gov/czm/coastlines/2006/smart_growth/grass_green.htm “The Grass Is Greener in an Open Space Residential Development”, an article in CZM’s publication “Coastlines” www.nahbrc.org/greenguidelines/userguide_site_innovative.html “Model Green Home Building Guidelines” from the National Association of Home Builders, a practical nationally recognized baseline for resource- efficient, cost-effective home building www.dem.ri.gov/programs/bpoladm/suswshed/pdfs/condevbr.pdf “Rhode Island Conservation Development Brochure" summarizing the main points of the Conservation Development Manual