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Large HB RetailIn the Year //7 Titp of Notti an tptim MASSACHUSETTS Two Thousand One Amended 2/28/02 Councilors William Dwight, Rita Bleiman, Alex Ghiselin UPON THE RECOMMENDATION OF ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, Appendix A §2.0 City of Northampton, Massachusetts, be amended by revising section of said Code; Definition of Substantial Improvement to be changed. providing that Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: "Section Section 2.1 {Amend §2.1 by changing the definition of substantial improvements as follows (bold indicates new text and strikethrough indicates deletions) SUBSTANTIAL IMPROVEMENT: Any repair, reconstruction, or improvement of a structure within a thee- five year period which either increases the building area of size or the original structure by tea- percent (10 fifteen (15 or more, or the cost of repair, reconstruction, or improvement which equals or exceeds ten-percent (10 fifteen (15 of the assessed value of tho original structure, either (a) before the improvement is started, or (b) if the structure has been damaged and is being restored, before the damage occurred. personal services and retail. L 2 ,_,1 !02 Appendix A §2.0 §5.2 Automotive service station and repair station be defined. Combine definition of Insert the following new definitions within §2.1 in alphabetical order Automotive service station- Establishment in which the principal use is the retail sale of gasoline, oil, or other motor yehicle fuel, and may contain retail convenience and variety goods for retail. The premises may include, facilities for polishing, greasing, washing, or otherwise cleaning, servicing, or repairing motor vehicles. Automotive repair Establishment in which the principal use is the repair of motor vehicles, including maintenance servicing, upholstery, etc. No gas sales or retail allowed. Delete the entire definition of "Personal and Consumer Service Establishment" within §2.0 Insert the following new definition within §2.0 in alphabetical order Retail Personal Services- The sale rental, or repair of goods and /or provision of services including: antiques, apparel, appliances (home use), art supplies, bakeries, barber shops, beauty shops, books, cameras, card shops, china and pottery, draperies and interior decorating supplies, drugs, film developing and printing, florist, fruit, furniture, gifts and stationery, grocery, hardware, house wares and home furnishing, jewelry, laundering and other garment servicing, music, newsstand, novelties, paint, shoes, pet supplies and pet grooming, shoe cleaning or repair, specialized food, sporting goods, toys, tailors, vegetable markets, and other similar places of business. Includes discount food and merchandise "clubs Amend §5.2 "Retail and Commercial Services" category by deleting entire entry for Personal and Consumer service Establishment Amend §5.2 "Retail and Commercial Services" category by deleting the first paragraph of "Retail Establishments selling principally consumer goods...." And replacing it with the following Retail Personal Services with a maximum floor area: No other changes to this category in §5.2 1 Section 5.2 Table of Use 'Principal Use Business Medical Industrial Business. Park •Consr. CB GB HB NB M GI SI BP sc Retail And Commercial Uses (continued)' Retail and Personal Service with maximum floor area A PB PB PB Site A PB PB PB PB A PB Site Site PB A No No No No No No No No No No No No No No No No No No No No No No No No No No No No No of:establishments selling principally convenience goods goods and cstablislunents selling general merchandise accessorica: A: less than or equal to 10,000 square feet for any single establislunent; or B: over 10,000 square feet, single establishment (see §6.2, §10.15, §11) •3 or C: over 10,000 sq. feet (single or cumulative) with 2 or more stories and all parking in rear or side. (2nd+ floor may include other permitted uses)• or D: Less than or equal to 10,000 sq. feet single establishment and less than or equal to 15,000 sq. feet of cumulative development in a 3 -year period on the same parcel of land which has been in common or affiliated ownership within the same 3 -year period; or EE: Less than or equal to10,000 sq. feet single establishment and over 15,000 sq. feet of cumulative development in a 3 -year period on the same parcel of land or on land which has been in common or affiliated the 3 in B ownership within same -year period (if not thew): I n J .57 Air I s/y/o1. 3 In the Year (Lit n W.OrrtIranxpt nt UPON THE RECOMMENDATION OF MASSACHUSETTS Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE Two Thousand One Amended 2/28/32 An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Appendix A 5 o a f said Code; providing that Permit and dimensional requirements for retail uses over 10,000 sq. ft. Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows Section 5.2 kgg table of use regulations within the category of Retail and Commercial Uses as shown .on'the table below. No other changes to this section. Section 6 -2 HB District Principal Use Minimum Required Lot Minimum Setback Maximum Building Height Minimum Open Space Area Frontage Depth Front Side Rear Any allowed use on a property with a building that is setback no more than 10' along 80% of the property's frontage. 0 60 60 0 0 6 40 5% Any use when all parking is in the rcar and /or side of a parcel's principal building and rear of the front of the principal building. Applies to 1- story retail establishment(s) over 10,000 s.f. with all parking located at the rear or side. (parking in front of building defined as parking in front of longest facade facing the street) 20,000 120 140 0 10 20 35 15% must include the entire frontage. .•Applies to new projects and substantial improvements (For the purposes of this section, exclude the value of improvements to repair or replacement of roofs, mechanical systems, elevators, parking lots, or landscaping from calculations.) +2nd story must be at least 50% of the footprint and Section 6.2 {Amend §6.2 within HB district by adding the following new row as shown table below and amend §6.2 within the HB district for "any use when all parking in the rear..." by adding text as shown on table below} In the Year UPON THE RECOMMENDATION OF Tit of N 'tila nph'.Ortt MASSACHUSETTS ORDINANCE Two Thousand One Councilors William Dwight, Rita Bleiman, Alex Ghiselin Amended 2/28/02 An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, Appdx A §8.6,8.10,8.11 City of Northampton, Massachusetts, be amended by revising section §.1.1.:6(2)., of said Code; Shared Parking and Parking Fee requirements providing that Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 8.6 Shared Parking §8.6 Insert new standard as follows [regular text indicates that which was moved from §8.10(6) and §11.6(2)): In all Zoning Districts except the Central Business (CB) Districts, the Planning Board may: 1. allew-with a special permit Through site plan approval, allow the reduction of the parking space requirements of up to twenty (20) percent of that required in the Table of Off Street Parking Regulations where conditions unique to the use will reasonably justify such a reduction, including 2 story buildings in (NB). 2. The Planning -Beard may allow Through site plan approval reduce parking requirements for Major Projects listed in §8.1 by up to 20 percent of parking needed for employees (no credit for parking needed for visitors or customers) if: A. the applicant incorporates satisfactory methods, acceptable to the permit granting authority, to reduce the need for parking into their design and into the trip reduction plan described in §11.5 (3.B.) by at least the same percentage; and B. if the Site Plan Approval is conditioned on the on -going use of those trip reduction methods with effective enforcement tools included and 3. r at Through a special permit allow a greater percentage reduction where joint use of the same spaces by two or more uses or establishments is justifiable by virtue of the fact that the uses or establishments generate peak demand at substantially different time periods. Section 8.10 {Amend §8.10 by deleting all of item 6 (to be moved to §8.6). No other changes to this section. Amend §11.6 by deleting 11.6(2), second paragraphs and subparagraphs A,B, and C.) Section 11.6(2) Amend §11.6 (2) as indicated below: 2. The requested use will promote the convenience and safety of vehicular and pedestrian movement within the site and on adjacent streets, minimize traffic impacts on the streets and roads in the area. If applicable, this shall include considering the location of driveways openings in relation to traffic and adjacent streets, access by emergency vehicles, the arrangement of parking and loading spaces, and provisions for persons with disabilities; and.(See also §8.6). Section 8.11 Amend §8.11 as follows: Section 8.11 Special Provisions in the Central Business District for Meeting Off Street Parking Requirements pPayment made to the City of Northampton in -lieu of providing some or all of the required off street parking spaces for a project in the CB district 1, shall be allowed by -right if to other applicable criteria, s arc met: The Planning Board may grant a Special Pcrmit allowing payment to the City of Northampton in lieu of other applicable criteria, thc following conditions are met:. 41, Scction 81 C and D. 3. Parking is available to mcct the project's nccds or could be macie-ava-i-lable with thc use of '1 Payment in lieu of funds can eventually be used to mitigate thc project's impact on thc city's parking system. 5. The Planning Board has received and considered thc recem Parking Commission regarding the application or the Parking Commission has not made a s of the Commission's receipt of the request. The fee to be paid shall be $4,80842,000 per parking space. y matter and study plans adopted under M.G.L. Chapter such spaces. Fees paid to the City of Northampton, in -lieu of providing required parking spaces on -site, shall be deposited into a Downtown Parking Reserve Account to be used solely for expenses (land acquisition, design /engineering services and construction costs, but not maintenance costs) related to adding parking spaces, improving the utilization of existing parking spaces, or reducing the need for new parking to serve the Central Business District. Requests to appropriate funds out of this Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board, and Northampton Parking Commission, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. (Amended 9/20/1990 and 12/21/1995.) 5 Two Thousand One 2/28/02 Councilors William Dwight, Rita Bleiman, Alex Ghiselin Appendix A §10.1 Amend special permit approval criteria to include review of large retail uses over 10,000 square feet. Section 10.1 {Amend §10.1 by adding in alphabetical order H. Retail Personal Services uses over 10,000 square feet requiring a special permit in accordance with §5 -2 shall show that the use does not adversely affect the City's economic vitality through the provision of jobs and housing as well as the diversity of retail, services and product purchasing options. Projects shall provide new economic development opportunities, housing, revenues and retail diversity to add to the character of Northampton, its downtown and pedestrian scaled villages, and its long -term vitality and attractiveness as a regional center. (ztti .af lorr tt amptnn 6 MASSACHUSETTS In the Year UPON THE RECOMMENDATION OF Two Thousand One rz y_ 6 7,/,o Amended 2/28/02 Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Appendix A §1,1oi said Code; providing that Amend site plan submittal requirements for retail establishments Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Amend 611.6(7) as follows: Add (s) to the word "establishment" in the first sentence. Delete "25,000" and replace it with 10,000 in the first sentence. No other changes to this §11.6(7). Type Size "'1 'etail;:z Mitigation Required E-t,»Iishment New building, conversion to 0- •,000 square feet $0 retail or expansion of existing single or cumulative development (see §6.2) New building, conversion to 20,001+ square feet single $5 /sf for entire footprint of retail, or expansion or cumulative (see §6.2) establishment or cumulative building(s). Existing grocery stores (stores in which non -food items do not exceed 20,000 square feet) pay only for the footprint of the expansion area. Expansion of an existing establishment(s), other than grocery stores, for which payment has been made previously, pay only for the expansion area.0 OR B- Provide a one -time payment -in -lieu to the City fo accordance with: 3 0, D 0 a tail mitigation shall be made in OThe Planninq Board may issue a special permit to allow expansion of existing businesses to pay only the fee for the portion of the expansion that exceed <20,0U square feet if the building comes closer to conforming with dimensional zoning 3 O requirements then in effect. Such payment —in -lieu enables the City to create vitality within the business district through expenditures that foster economic development providing increased customer base and safe pedestrian space that would not otherwise be provided through construction of single story, single use building. Payment -in -lieu shall be used by the City for activities that have direct or indirect economic development benefits. The Office of Planning Development shall review the payment -in -lieu fee on an annual basis and shall submit a report to the Planning Board with any recommendations on changes that should be made to the fee based upon market costs /demands. Fees paid to the City of Northampton, in -lieu of retail mitigation, shall be deposited into an Economic Development Reserve Account. The distribution of funds for any projects shall only occur after a vote of approval from the Mayor and City Council. Requests to appropriate funds out of the Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board and Mayor's Office, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. The goal will be to appropriate the use of these funds within five years, to the extent practicable. In the Year "Section tr¢ 4r 4h /n!,! e_0-f .f ~A /4t v/c (City of Nlyttlyartptri 7 MASSACHUSETTS UPON THE RECOMMENDATION OF 0 R t cllcN Dwight, Rita Bleiman, Alex Ghiselin An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section of said Code; providing that „Appe ctix.A.. §.1.1..6 Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Amend site plan submittal requirements for retail establishments over 10,000 sf Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows Section 11.6 {Amend §11.6 by adding new criteria in numeric order 8. For 1 -story retail uses in the Highway Business single establishments or cumulative developmen I rear, an applicant may choose as an alternative-I +a an in -lieu of fee as described Consistent with the City's adopted Vision 02I goals to foster development that is sustainable for the long term, is built to human scale, and expands economic opportunities, the city encourages applicants to develop buildings that are pedestrian oriented and which enhance economic vitality by building along the street with second story space for residential or other commercial use. In lieu of designing projects that meet these goals, the alternative options in- either A or-B below will mitigate the impacts that large, single- story, single -use retail businesses create by effectively eliminating land that could otherwise be used to construct multi- story, mixed use space within Northampton's core. Such multi -story development enables the limited land remaining in Northampton to be used more efficiently in order to provide vibrant mixed uses and vital economic development opportunities within the City. A,P- rovide .85 square feet of on or off cite affordable- housing- units for- east-& ua et s Feat ed4w4he- retail d ve{opment 4 feet -of- retail would require 85 000-sq pare4eet -of- affordable -units eery -tw-o persons -makin less Char 80%-of median- insome —Thi& w4ll- meet -tbe- goal cif- provic ng- guaranteed- e- usto+ner -base for retail- uses- in -tlie- highway- business istrict and -it- will provide -more around -the -clock #fe and -v4b -ancy to -the- area- by- or-eating-pedestrian- axed residential- space. C Two Thousand One C GS. /.l C5 76 C 1c'/ Amended 3/12/02 a. follows ?a, a istrict that are over2-07080 feet of jth parking located in the front, side and/or evelo•in+ as a two -stor buildin.. to either ow. Type Size "'i etail E-t Mitigation Required New building, conversion to 0- •,000 square feet $0 retail or expansion of existing single or cumulative development (see §6.2) New building, conversion to 20,001+ square feet single $5 /sf for entire footprint of retail, or expansion or cumulative (see §6.2) establishment or cumulative building(s). Existing grocery stores (stores in which non -food items do not exceed 20,000 square feet) pay only for the footprint of the expansion area. Expansion of an existing establishment(s), other than grocery stores, for which payment has been made previously, pay only for the expansion area.O OR B;Provide a one -time payment -in -lieu to the City for etail mitigation shall be made in accordance with: OThe Planning Board may issue a special permit to allow expansion of existing businesses to pay only the fee for the portion of the expansion that exceed(0,079 square feet if the building comes closer to conforming with dimensional zoning 3 0, requirements then in effect. Such payment —in -lieu enables the City to create vitality within the business district through expenditures that foster economic development providing increased customer base and safe pedestrian space that would not otherwise be provided through construction of single story, single use building. Payment -in -lieu shall be used by the City for activities that have direct or indirect economic development benefits. The Office of Planning Development shall review the payment -in -lieu fee on an annual basis and shall submit a report to the Planning Board with any recommendations on changes that should be made to the fee based upon market costs /demands. Fees paid to the City of Northampton, in -lieu of retail mitigation, shall be deposited into an Economic Development Reserve Account. The distribution of funds for any projects shall only occur after a vote of approval from the Mayor and City Council. Requests to appropriate funds out of the Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board and Mayor's Office, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. The goal will be to appropriate the use of these funds within five years, to the extent practicable. If a court invalidates any portion or uses of this fee for economic development, then the applicant must meet erne -of the alternative standard ofs- by-- to to c:thei building two -story construction —a the stree nor build- af#er- dable- housing. Two Thousand One Removal of abandoned large retail buildings Councilors William Dwight, Rita Bleiman, Alex Ghiselin 'Appendix A §10.1 Amend Special Permit criteria &10.1 (4) by leaving the first paragraph with no changes, and begin lettering the second paragraph as "A Insert the following new paragraph as: B. Removal of large retail structures: In order to prevent economic, social and visual blight in the community, as a condition of approval, the applicant shall remove if requested by the Planning Board any retail buildings greater than 50,000sf that cease to be used for any purpose allowed by the zoning ordinance for twenty -four consecutive months. Exceptions may be given if, in the opinion of the Planning Board, the property is being actively marketed or is in the permitting process for a new use /tenant. The Planning Board may require a performance guarantee for such buildings of up to $1.50 per gross leasable square foot, as a means to enforce this condition. The Planning Board may increase this amount as necessary in their bylaws, after analysis of current demolitions fees. 2/28/02 Section 6 -2 HB District All other use 9 In the Year UPON THE RECOMMENDATION OF Czar of .artIxamptrnt MASSACHUSETTS ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Append A §6.0 of said Code; providing that Create maximum setback for single story retail establishments over 10,000 square feet Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 6.2 §6.2 Amend the table of dimensional regulations for Highway Business Section of 6.2 as shown below. No other changes to this section} Principal Use Minimum Required Lot Area Frontage. Depth 20,000 120 140 C f( o .7/L/° Two Thousand Two Councilors Bleiman, Dwight Ghiselin Minimum. Setback Front Side Rear 10❖ 10 20 Amended 2/28/02 Maximum Minimum Building Open Height Space 35 30% .•For retail uses above 10,000 square feet, the maximum setback is fifty fve(55) feet within which no more than one row of parking is allowed. The Planning Board may issue a special permit to allow existing buildings with 75' or greater setback to maintain a maximum setback of 75 feet within which no more than 1 row of parking and no more than 42' of asphalt may be created if the Board determines that exceptional circumstances exist. 1 0 In the Year UPON THE ,RECOMMENDATION OF Lzftr of X.artlxattYphin MASSACHUSETTS ORDINANCE Add new subsection in alphabetical order to read: No other changes to this section. t? 1', sr /Z 61-- l Tw Q.. .T. hoa.! d. One Amended 2/28/02 Councilors William Dwight Alex Ghiselin An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section of said Code; providing that Appendix••A -§6.2 retaiLestablishraents•ov-er• 90 square•feet•shall- be••Kehibited Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows: Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 5.2 §5.2 Amend table of use regulations within the category of Retail and Commercial Uses as follows: Amend subsection B of Retail and Personal Service to read "10,000 to 90,000 square feet "Over 90,000 square feet of footprint for single establishment {not to be allowed in any district} PLANNING AND DEVELOPMENT CITY OF NORTHAMPTON Cite Ha((- 2 i o Main Street, Room 11 Northampton, MA 01060 -3198 (4131587 -1266 Fax: 587 -1264 Wasnc Feiden, Director p (arming @nortbawptonp(anning.org www.northamptonp(annin,g.org Memorandum To: City Council From: Wayne Feiden Director of Planning and Development and Carolyn Misch, Senior Land Use Planner Date: Friday, April 12, 2002 (revised) Proposed zoning changes: Retail Standards and related changes Date Action Referred from City Council 11/15/01 to Ordinance and Planning Board Chamber Economic Development Com. 10/18 /01 11/16 /01 discussions Legal notice and posting 11/21/02,11/29/2001,1 /10/2002, 1/17/2002 City Council Ordinance Committee informal reviewl2/10 /01 Request three changes (see table) Ordinance Committee informal review 12/11/01 discussion Housing Partnership 1/ 15/02 Supports the consideration of affordable housing; and Endorses proposals, with affordable housing mitigation; and would support further restrictions on large retail Ordinance /Planning Board Public Hearing 12/13/01,1/24/2002, 2/28/2002, and 4/4/2002 Planning Board recommendation 2/28 /2002 and 4/4/2002 see attached Ordinance Committee recommendation 4/11/2002 —see ttachea Deadline for final City Council action 5/16/2002 it/ /it a.- p 1 a o'• 6_ This package of ten zoning ordinances creates a vision Rng Street. This vision is designed to implement Northampton Vision 2020 and most of the comments received during the City's December King Street visioning workshop. This vision includes improving waikability of King Street and the ability of buildings to frame the street, while acknowledging that the majority of trips on King Street will continue to be by automobile. The vision also includes maintaining or expanding a wide range of retail opportunities, while expanding the opportunity for additional offices and housing to be built on King Street. This package of zoning changes will significantly decrease the regulatory burden on developers who build buildings consistent with this vision. For these developers, open space requirements and setbacks will be dramatically reduced, parking requirements will be reduced somewhat, and fewer special permits will be required. Developers creating development at odds with this vision will find some new regulatory burdens, specifically a maximum setback requirement and tougher site plan review standards, and a requirement to mitigate the impact of low wage jobs on the housing market. Janet Sheppard, the City Solicitor, has determined that the "in- lieu -of" fee for economic development is a valid fee. This is a voluntary fee, which is only applied to those developments which are not built with two stories up to the front property boundary, and will be used to mitigate the housing and economic development impacts of those projects. Robert Ritchie, Director of the Municipal Law Unit of the Attorney General's office has indicated that if Northampton was a town instead of a city, his office could -srr of -fee such as ours because it would be considered an optional fee (City's are not required to receive approval). Robert noted that the fee related zoning issues are simple. He said that the key legal issue is ensuring that monies collected are spend in compliance with Mass General Laws and not for general fund purposes. planning board conservation commission zoning board of appeals hoilsing partnership redevelOpmentautboritN nort)alnpton GIS economic development •comm 1w1it3develOpment historic district commission --bistorical commission -central businessarcbitectnre suoiepuauauaooa� 1 Ordinance Com l In favor (3-0) As amended 1 In favor (3-0) In favor (2 -0-1) As amended In favor (2 -0 -1) As amended Refer with 'no recommenda 2 -0-1) In favor (2 -0-1) As amended 4 c co E Refer with no recommendat 41 (2 -0-1) In favor (2-0-1) As amended Refer with no recommendation (2 -0-1) p8;6wuueld In favor (4 -3) As amended (0-L) JOAeJ ul In favor (5-2) As amended In favor (7 -0) As amended Opposed (7 -1) In favor (8 -0) As amended (D C 2 L-a as as Opposed (8 -0) In favor (5-3) As amended In favor (5-3) Proposed Amendment Purpose Correct typo in ordinance No proposed amendments Better define how a building can frame the street and allow buildings with no maximum setbacks behind buildings built to the streetline. Cleanup language in ordinance No proposed amendments Correct reference typo Drop living wage and economic analysis options, revise fee table, drop affordable housing as a use for in- lieu -of -fees and as altemative options, explain nexus. Increase thresholds to 20,000 square feet. Fee only applies to HB for one story projects. These changes make it easier to evaluate projects and minimize effects on small local businesses. By Special Permit for existing businesses, apply fee only to expansion that is over 20,000 sf, not to entire building, if building is closer to meeting dimensional standards. No proposed changes Increase setback to 55' (75' for existing buildings), but keep buildings close to street with minimal asphalt in front of buildings Increase cap to 90,000 square feet to allow large retail, but prevent the huge mega- big -boxes which limit retail opportunities. (also simplify format) Onginal Ordinance Purpose Change for both floodplain and redevelopment purposes Improve clarity Encourage development to frame the street. Such development creates greater economic development potential, promotes better use of land and creates environment that encourages access by foot, bicycle and bus. Allow shared parking by site plan (instead of special permit) and simplify. Lower payment -in- lieu for not providing parking spaces and allow by right Add standard to address retail Decrease the threshold size for large retail site plan /design standards Create mitigation and in- lieu -of fees for retail not meeting preferred placement Standards for removal of abandoned buildings Create a maximum 50' setback for retail over 10,000 square feet to ensure development frames the street. Such development creates greater economic development potential, promotes better use of land and creates environment that encourages access by foot, bicycle and bus Prohibit retail over 20,000 square feet to limit large retail Ordinance'. Substantial improvement suoltlu!faa 1 Use /dimensions Parking and parking fee Special Permit standards Retail site plan thresholds c 0 CU 0) E as a) CC lenouaal Maximum setback dea I1ela j Sections 0'Z Z `0 c c•i 1) 8.6, 8.10, 8.11, 11.6 6'0l• 9'b. r N- 9'66 CSI CO Z'9 N CO d' LO CO N- CO O) 0 Table 3: Summary of Ordinances and Proposed Amendments O C N rY (O CO d' 0 0 O N O CO (O 0 0 CO Q 1-- 0 0 0 0 00) N 0)) 0)) 0 Off) 0 00) 0) J W O Z_ O m CO m CO m m CO CO CO CO CO CO CO CO CO N 2 2 2 2 2 2 S 11111 2 2 CO CO h- 0) 0) 0) 0) CO CO CO CO 1111 G (n Z 0 70 1 0) Q U C CO 1 a� Q Y Q N a a X (6 J E Q-' 0 O o W 0 Z Q- W a) J 0 0 m co O Z 2 (n m 2 L- J 'a Q a O D a N To O c a 0 0 O 2 0_ .7.. 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F N N co co M CO 0) CO CO N N CO O L 0 0 0 0 0 O O O 0 0 0 0 0 0 0 N L6 o o O O O O O 0 0" O O O O+ (n d y M O O O nj (.j Ln r O O O N N 0 0" 0 0 O O CD CC O O O O O r O O O O O i p O p 3 O O O 0 0 0 0 0 p O O c.() O p 0 0 O O O O N Z N O O M O O O O t0 In O O O O O N N. O O W Or N co co co- M CO O O p 0- t 0 0) O 0 r LC) O N O r 0 CO CO LO N- M r 0 CD 00 CO M oo 6 N O 6 N: Op 0) C O 0) CO CO 0) CO 00 T CO 0 0) 0) (0 00 CO 'd_ M 0 LO CO a) M CO O CO O CO M N CO O O) O CO N O 1.6 ti O O co LO r N O t•-• C1 Q N CO 0 0 N N N f` 0d' c.00) r r 0 0 C W CO CO LO V• m Q a 0 M M M 0 0 0 O h 0 N N- 0 CO CO CO O N C) CO M O) h (O t O CO O 0 LO CO O O N O h LO CO h O ti O I N (n CO CO O O N h h r N d. CO CO O O h CO O O r O L j CO c co h ILI O r CV O M r r r O r 1C) 0 e• r o- 0) C) (p e- N O e): 0 o o0 a a o M h N r 'd' t i7,-- 00') co C N O N- M LLc) (0 (1) et M 00 O M O CO .-100000 CO O CO O CO CO O O CO O 40 CO CO O w O O v O C LB COM O O w O co Q O O 0 m m m m m O m m m 0 0 0 0 c p p c p m m Q Z 00 Op_ N co N N N N N N N N CO 2 "r r r r r r CO CO 0 (0 00) m 0) m m 2 03 03 2 S A to Z 47' Foster Farrar 77' Pot Pourri 106' Hunan Gourmet 35' Northampton Health Club 61' Fire Station 40' Radio Shack and Chrysler Dodge 38' Good Year Tire 60' Florence Savings Bank 25' Table 1: Typical Store Configurations Table 2: Sample Existin g King Street Setbacks (of buildings close to street Diagram 1: Typical 50 foot setback development 1?' e 1 iot S i t+ sr Lt dy 1-1 :fe1.0.4 ,N r _.:g;•-• 4140:W.:50 7 .2:4'1: 1..0...47-,., AW:214, A to Z 8,540 Sq. Ft. Foster Farrar (King St.) 10,600 Sq. Ft. w/ warehouse Kia 12,180 Sq. Ft. Liquor Mart 11,000 Sq. Ft. 7-11 4,094 Sq. Ft. Home Depot 90,000 —150,000 Sq. Ft. Hamelin Furniture 11,674 Sq. Ft. Pier 1 Holyoke 10,000 Sq. Ft. Radio Shack 10,240 Sq. Ft. Price Chopper (existing) 64,000 Sq. Ft. Liquors 44 12,320 Sq. Ft. Serve U (King St.) 41,000 Sq. Ft. L H Appliances 6,990 Sq. Ft. Staples (standard) 24,000 Sq. Ft. Blockbuster 5,900 Sq. Ft. Stop Shop (King St.) Entire plaza 80,000 Sq. Ft. 101,000 Sq. Ft. Barnes Noble (standard) 20,000 —45,000 Sq. Ft. Wal-Mart (N. King St.) 96,000 Sq. Ft. w/ garden ctr. Circuit City Holyoke 33,000 Sq. Ft. Wal-Mart Hadley 98,000 Sq. Ft. Table 1: Typical Store Configurations Table 2: Sample Existin g King Street Setbacks (of buildings close to street Diagram 1: Typical 50 foot setback development 1?' e 1 iot S i t+ sr Lt dy 1-1 :fe1.0.4 ,N r _.:g;•-• 4140:W.:50 7 .2:4'1: 1..0...47-,., Type of Center Neighborhood, convenience, community, free standing Regional, power center, shopping center pad site, free- standing Neighborhood, convenience, community, free- standing Regional, neighborhood, community, power center, free standing Power center, free- standing Neighborhood, convenience, community, mixed -use, free standing, CBD Neighborhood, convenience, community, power center, mixed -use, free standing, CBD Regional, neighborhood, convenience, community, mixed -use, free standing, CBD Regional, neighborhood, convenience, community, mixed -use, free standing, CBD Neighborhood, convenience, community, mixed -use, free standing, CBD I Neighborhood, convenience, community, mixed -use, free standing, CBD Neighborhood, convenience, community, mixed -use, free standing, CBD Preferred Size (sq. ft.) 000'SZ 30,000 50,000 (testing 20,000) 000`0E 000`SZ 00S`££ 000`0£ 000'0H 000`Z£ 000`SZ-000`Z 000`t7Z 00 000 000`0£ Product Lines Audio, Video, TV Appliance Appliances, computers, electronics Home Furnishings Bookstores Appliances, computers, electronics Health Clubs Hardware, home improvement Apparel ja eddy Office supplies /furniture iax.zeuuadns Supermarket a wuN Bernie's Best Buy Co. Bob's Discount Furniture Borders Group /SID llnatD uziSO ujop° 1 Malt 5 uetussaID Marshalls/ TJX Co.s Peter Harris said Whole Foods Market Wild Oats Market CITY OF NORTHAMPTON Teri Anderson Economic Development Coordinator City Hall 210 Main Street Room 12 Northampton MA 01060 -3199 (413) 587 -1249 FAX: (413) 587 -1275 tanderso @city.northampton.ma.us Memorandum To: Planning Board and City Council From: Teri Anderson, Economic Development Coordinator Date: April 3, 2002 (Revised April 11, 2002) Re: Retail Trends/Data and Tax Revenue Impact The attached information is intended to help respond to the following questions that have arisen during the discussion of regulating large -scale retail. 1. What is the tax revenue impact of limiting store sizes? 2. Will the regulations deter all retail development in the BB Zone? Summary of Attachments Attached is as much data regarding the existing Northampton retail sector, sales trends and potential retail uses available without cost. Infoi illation regarding the Northampton market area, market potential by retail category, and retail sales leakage to other retail market areas was unavailable. Retail Real Estate Tax Comparison Offers a comparison of various retail development scenarios indicating the difference in estimated tax revenues between large -scale single -use free- standing retail and mixed -use retail centers. These estimates are a snapshot of individual development scenarios and do not consider market demand, spin -off development or potential vacancies from loss of existing retail due to transfer of sales. Northampton Retail Trade Data Indicates the number of businesses, number of employees and total annual sales of specific retail categories in Northampton. Offered as baseline data and for use in evaluating the potential impact of new retail. Local Retail Expansion Needs A sampling of local retailers need to expand beyond 20,000sf to help determine a threshold for regulation. Retail Store Specifications Indicates the types of stores interested in locating in Massachusetts or Western Massachusetts and their preferred size and location preferences. Research on Retail Trends An article in the March 2002 issue of Shopping Center World discusses an emerging interest in the retail sector for "lifestyle centers." The design of these centers is evolving but they generally have a wide range of variety of retail uses and sizes; sometimes mixed with residential, office and public uses in a live /work/play environment. This trend is developing out of a consumer desire to return to a community, a desire for multiple activities on the same site and because more and more communities are mandating design requirements. I have spoken to several national retailers to gather information on retail trends. A summary of these discussions is attached. Retail Goals/Policy Considerations I would suggest the following policy considerations as guidelines for regulating retail on King St. 1. Support local business success and growth. Business retention is a basic and critical element of any economic development strategy. Small businesses make up the largest part of most economies and local businesses invest and re- circulate more dollars within the community. 2. The goal might be to level the playing field for local and national retailers not necessarily to prohibit national chains. Given the changing retail environment, it is likely the City will be unable to entirely keep out chains. 3. Regulating or not regulating large scale retail may not be an either /or situation. Downtown may be impacted more by mixed -use stores. Other City retailers may be impacted more by big box retailers (i.e. Home Depot would impact: Foster Farrar, Agway, Rugg Lumber, Northampton Lumber, Northampton Plumbing.Supply, F.W. Webb, paint stores). King St. is likely to draw a mixture of big box, small to mid -sized retailers and mixed -use retail. 4. Provide a range of quality and cost of merchandise to accommodate a variety of consumer needs and to prevent exclusivity. Conduct a baseline retail market analysis, determine where the gaps are in the Northampton retail market, identify sales that are leaking to other locations, and actively recruit retailers that would fill that gap. 5. A business friendly policy is to clearly identify the desired retail mix, recruit desired businesses, and shepherd those projects through the permitting process to successfully complete their projects. It might be helpful to state the type of retail the City wishes to promote on King St. and the desired goals for retail as a purpose statement or special permit criteria. Regional centers, community centers, convenience /neighborhood centers, mixed -use centers, life -style centers, small to mid -size free standing buildings, etc. I hope this information is helpful to your discussion. Best Buy Retailers have already saturated the national and mid -size markets and are now looking for infill in the smaller markets <50,000 pop.) Customers are asking for stores in:closer proximity to home There are very few available sites large enough to accorrunodate big boxes. Retailers are beginning to create smaller prototypes to fit into the real estate available in urban areas. The volume of sales in some markets won't support a big box so retailers will be testing smaller prototypes in smaller markets There is some desire to fit the concept to the community rather than the other way around) I I I (I could not believe my ears. He was surprised to hear these words from his mouth.) The mid -size boxes can operate successfully on a smaller concept and almost always can meet the desire for pedestrian scale design. Home Depot Home Depot is a working warehouse for contractors open to the public everyone pays the same price. Have an industrial appearance for contractors, but customers are now asking them to have more of a design/decor area with more of an office environment. (i.e. Worcester store). Retailers determine store size based on market demand. Size limitations may affect the success of a store because it may not be able to accommodate the use /demand. They look at the potential sales number and dollar value of sales in each merchandise category to determine merchandise and store layout to fit community, /market demand. A Home Depot store in Northampton would have a sales demand of multiple tens of millions of dollars. Hadley is another trade area. Would also want a store in Northampton. They plan stores to where the market will be in five+ years. Their West Springfield and Wilbraham stores are not equipped to handle the demand. They draw from Keene, CT., Pittsfield, Ware. Planning stores in Chicopee, Hadley, Pittsfield. Would like to be in Northampton. It is a strong market and demand center due to condition of the housing stock, population, potential population growth, income levels, and good road access. Store size trends: Started at 80,000sf 98,000sf -*116,000sf (most popular) 160,000sf (experimental a few stores) 95,000sf+ 15,000sf garden center (current prototype). Have learned that they can better serve the market with smaller stores and more of them. May go to another location if not too off target from the market center but could get their size needs met. However, since they already have a presence in most markets and cannot always get the desired real estate (11 -13 acres), they need to be more flexible to gain better market penetration. 71 Summary of Input from Retailers Experimenting with new formats: small neighborhood stores half the size of a Home Depot with slightly different products to act as a satellite store working in conjunction with a larger nearby regional store (i.e. Villagers Hardware, NJ). Also looking at an urban neighborhood store merchandised specifically for the Mill Basin neighborhood in Brooklyn (61,000sf). Would consider this concept of a satellite store in Northampton working in conjunction with a Hadley store. They believe in no regulatory restrictions, but understand that communities need to target anchors and locations carefully. They believe HD is a more desirable anchor (compared to Kmart) due to the spinoff development they bring. They believe local stores can effectively compete with Home Depot by offering different brands and pricing. Cannot compete with HD buying power so must do it by changing product brands /mix, staff -up, expand hours. Stores already associated with a buying cooperative already provide good service and products. Design Considerations: HD prefers a tree /berm buffer around parking field. Only two stores with second floor out of 1360. Can work with some design guidelines but prefer to work with local architects rather than permitting boards. The Bon -Ton Stores A conventional department store. Mostly clothing. Some small electric and home sections. Target customer: Women 35 -65. Household income: $55,000. Competition is Kohl's, JC Penny, Macy's. Just completed an 18 month strategic plan. Moving from 33,000sf- 155,000sf stores to 55,000sf- 75,000sf and targeting secondary and tertiary markets. Preferred location is in a neighborhood /convenience strip center rather than downtown or a mall. Prefer to be an anchor store with a supermarket. Yes, would consider Northampton would target moderate income consumer. Two stories does not make sense for them except in very large stores. Not their target market. Prefer not to own. Would use a developer to build and lease or take over existing space. Roy Roberts Broker for Bob's Stores, Trader Joes Bob's Stores sell apparel and accessories. Seeking a western MA store. Prefer regional shopping centers like the Holyoke Mall. King St. would generally be a good area but due to the north/south trade would want to get closer to a retail critical mass location like Holyoke or Hadley. Wouldn't rule out Northampton but less typical. Generally rely on the regional draw of other large box retail traffic Their sales projections would be lower without them. Thinks that two story, size caps, and payment in lieu fee would encourage most retailers to look to other locations. Bob's Stores average customer: Men 15 -35. John Schallert Retail Consultant Primarily consults with retailers trying to compete with big boxes after they enter a conununity. Conducts seminars to teach principles of how to be a destination i.e. not relying on anchors, market positioning, product choices. How to operate in the shadow of Home Depot WalMart and capitalize on their weaknesses and traffic Local businesses may not necessarily be put out of business it depends on how they are aligned in the market, history, willingness to adapt and differentiate themselves from the boxes. Must adapt to survive. Does not like big boxes because they take more revenue out of the community than they contribute, but it is unrealistic to think it is possible to keep them out entirely. There is currently a giant national retail fallout happening all retailers, even the big boxes like KMart need to learn these techniques. He thinks independent retailers have a better chance of using the techniques successfully because they are not restricted by the corporate organization. Believes communities can succeed in the middle market. It is a more challenging way to go but in the long run more beneficial to the community as a whole because local businesses invest more in the community. (In response to the question would there be options for Northampton to grow with mid -size retailers) Niche stores (like Ace Hardware) can be very functional and profitable. Sample Property: 63,000 sq. ft. retail building on 6 acres Value: $2,186,267 Tax: 34,784 Scenario 1: Vacant Building 63,000 sq.ft. retail building on 6 acres vacant for 10 years and deteriorated condition Value with a 20% Vacancy Factor: $1,894,609 Taxes: $30,143 $4641 reduction in tax revenue) Note: The standard vacancy factor is 5% with an upper limit of 25 Scenario 2: Mixed Use Retail Center Square Feet 23,942 24,340 17,900 6,000 72,182 Scenario 3: Square Feet 90,000 Scenario 4: Free Standing Single Use (similar size to scenario 2 mixed use) Square Feet 75,000 Use Office Supply Books Health Food Apparel Free Standing Single Use Use Value Building Supply Home 4,140,000 Improvement or Similar Retailer Use Building Supply Home Improvement or Similar Retailer Retail Real Estate Tax Comparison Value 1,093,000 1,093,000 760,750 750,000 3,696,750 Real Estate Tax ($15.91/$1,000) 17,3 89.63 17,389.63 12,103.53 11,932.50 58,815.29 Tax Value Tax 65,867.40 3,450,000 54,889.50 Scenario 5: Free Standing Single Use No Cap on Assembled Land (12Acres) Square Feet Use Value Tax 135,000 Building Supply Home $6,750,000 $107,393 Improvement or Similar Retailer Scenario 6: Mixed Use Retail Center Regardless of Cap on Assembled Land (12Acres) Square Feet Use Value Tax 135,000 Mixed Use Retail $8,100,000 $128,871 Notes: 1. Size cap pertains to individual establishments not the overall size of a retail center. 2. Figures are estimates only for theoretical purposes and do not apply to actual real estate. 3. Tax is on real estate only. Does not include personal property tax. 4. Value was determined using the cost approach to valuation for the first year of new development. Values would likely increase in subsequent years using the income approach to valuation depending on the actual retail mix. 5. Estimates are a snapshot of individual development scenarios and do not account for market demand, spin -off development or potential vacancies from loss of existing retail space. Scenarios prepared by Economic Development Coordinator and Assessor's Office, April 2002. Retail Category of Businesses Total Employees Total Sales Motor Vehicle Parts Dealers 21 386 $122 million Furniture Home Furnishings 9 77 $6.5 million Electronics, Appliance Camera 17 84 $12.4 million Building Materials Garden Supplies 12 133 $28.2 million. Food Beverage 25 693 $88.2 million Health Personal Care 10 133 $18 million Gasoline Stations 20 146 $30.9 million Clothing Accessories 33 273 $20 5 million Book, Periodical Music 7 58 $4.8 million General Merchandise 3 D D Miscellaneous (office supplies, stationery, gifts, used merchandise, Art, etc. 24 D D 7) Northampton Retail Trade U.S. Census Bureau 1997 Economic Census D Withheld to avoid disclosing data about individual stores. Compiled by Economic Development Coordinator, Mayor's Office, March 2002 Local Retail Expansion Needs March 2002 Foster Farrar: Current size 8,500sf. Would expand to 15,000sf maximum including storage if not constrained by land area. Larger than 20,000sf for a hardware store is very large and would include non hardware lines. Rocky's Ace Hardware owns 8 stores in the region and has been reducing the size as remodeled from 16,000sf range down to 10,000- 12,000sf. Would not expect other retailers other than car dealerships to expand beyond 20,000sf. A to Z: Current size 8,500sf. Would not need to expand. 20,000sf is huge for a toy store. Hamelin: Current size 11,600sf Would never need to expand over this size. Agway: Current size 10,440sf retail 4,500sf warehouse. Does not anticipate a need to expand beyond 20,000sf— would probably remodel within existing square footage. Faces: Current size 13,000sf Could possibly expand by 5,000- 7,000sf but not over 20,000sf' if space was available. Generally, local retailers are not larger than 20,000sf Manny's: Largest store is 8,000sf. Would not need to expand beyond this. L H Appliance: Current size 6,990. Could possibly expand another 5,000sf into another product line. Local Commercial/Retail Inquiries for Space in Northampton Over the Last Year: Local wholesale /retail use 5,000sf (could potentially expand up to 20,000sf) Studio /workshop 4,000sf Goodwill 8,000sf Dance studio space 4,000sf Food Coop 18,000sf Retail 3,000sf Retail 1; 500sf Compiled by Economic Development Coordinator, Mayor's Office Type of Center Regional, power center, free standing Regional, neighborhood, convenience, community, free standing, central business districts Regional, Neighborhood, Power Center, Free standing Regional, community, free standing Regional, neighborhood, power centers, free standing Regional, neighborhood, convenience, community centers, free standing i Regional, free- standing Regional, community, free standing Regional, super regional, community, power centers, free standing Preferred Size (sq. ft.) 108,000 68,000 (Greenfield) 000`OSI 000'0S 0 130,000- 150,000 (testing 90,000) 000`98 000`05 I 00 000`SZ1 000`68 40,000- 120,000 (96,000 in Northampton) Superstores.(116,000 233,000) Product Lines Discount variety sauossaoou `ja reddy aims luauzmdo Building Supply, hardware, paint, garden supply, home improvement Department store Appliances, computers, electronics, floor covering, hardware, home improvement, paint Wholesale club- discount variety Discount variety Discount variety auiuN BJ's Wholesale Club Bob's Stores The Bon -Ton 1odaG ow0 S ,Itlo3I Lowe's Sam's Club 1a�.z�Z JJI Stores Listed are seeking locations in Massachusetts, New England, or USA Source: 2001 Retail Tenant Directory To the Planning Board and the City Council Ordinance Committee: Unfortunately I will not be able to attend the February 28 meeting. However, in my absence, I wish to express some of my thoughts regarding the latest ordinance proposals to regulate the development of large retail stores in our highway business district (HB). Over the past couple of years, as many of you know, I have had a strong concern regarding the proposal to dramatically change the regulation of large retailers in HB. Part of my concern stems from the belief that these "big box" ordinance changes might clearly discourage any reasonable development of property on King Street, thus depriving the city of some much needed tax revenue. I also question whether or not building large retail spaces up onto the street will truly provide the type of relief and calming that would be provided by additional green space and landscaping. At the same time, I have always felt confident that our current zoning provides certain essential protection against poorly planned and harmful highway business development. As a planning board we have exercised our duty in enforcing the regulations that require developers to perform within the intent of the current zoning ordinance. We have required applicants to protect the city's infrastructure, to improve pedestrian and vehicular access and to enhance the overall appearance of the property with green space and additional landscaping. My initial concerns aside, I certainly admire the ultimate vision of the ordinance sponsors, as I too wish to see a more attractive northerly gateway to our city. However, because of my worries regarding a strong deterrent against development in this zoning district, I ask that some modification and compromise be considered within the specifics of the proposed ordinance changes. V 1. I oppose economic impact studies, which by their nature tend to be "more art than science" and not easily applied by the planning board. 4 /-2. I do not believe a cap of 20,000 -sq. ft. allows for effective development of these parcels, thus severely limiting the tax revenue potential for the city. oo 0 I believe that a demolition ordinance for abandoned property is onerous, if not unenforceable; and it very likely could discourage any new development. v 4. I believe that a 10,000 sq. ft threshold for big boxes is far too extreme. A 20,000 sq. ft threshold would seem more reasonable. However, a 10,000 sq. ft threshold for big box design standards makes sense, because of the potential for building up onto the street. The impact /linkage fee certainly may present some future legal problems. That aside, I would propose that the fee be reduced ter sq. ft for all development over 20,000 sq. ft. and e r sq. ft for all development over 50,000 sq. ft. yes The fund that arises out of the linkage fee should be used for economic development only, as the developer will always have the option to provide a .85 square foot ratio of affordable housln. I believe that there should be a specific period of time in which the funds are to be used (five years eems reasonable), as our P current economic development needs must be addressed. SS, v A 50 -ft maximum front set back does not allow for two -lane traffic, a lane of parking and a 10 -ft. green belt. xpanding to a 75 -ft maximum front set back would afford space for all of the above i.e. fire lanes, additional green space, etc. 8 Please consider raising the threshold for "substantially improved" to 25 in line with some state codes and a change that encourages reuse. I would support all of the other proposals, as they are complimentary to the above, proposed zoning changes. Thank you for any consideration. 1 1 Dan acuzzo Chair, Northampton Planning Board c o commercial market in the Greater Springfield to other community has ton y a unique t onm cc osition and serves a purpose Northampton. Northampton occupies a p regional economy, duplicated or can replace. sor a for examp Longmeadow and Wilbraham, beyond their own existences le o as in to ted Town the `bedroom c ommunities of the Greater rest uoantsncafes, delis and sweet shops (the majority the as jewelers, and e mmket for disposable income• o full -time, year -round entertainment venues, art galleries, j th )with dozens unit of approximately 30,000 souls serves the larger, fine them full-service); inercha to art m arket tf more is obvious that this community or of mutual al J ere in dependency toi both serving the Greater Boston Metropolitan his fine 000 consumers. (To find a similar e aample of mutual dependency to t 1s regional market of more than 600, e would have to look as far as Nei Harr street in the Back Bay degree on In this context, I am concerned that Northampton continue to perform its unique role in the regional economy g The proposed long -term, healthy, commercial lar e -scale retail regulations will n os discourage eculatve developent. development. They will not allow room for hit -or 'th li i ht is is, in the best of times, simply stable and at worst, markedly static, g Because the Western Mass market growth National interests come to secondary te rra kets a After a secondary market for national interests. This is a matured market, no th market, w to fill -in between two or more other, prim these markets. Ater population density wh e they are looking levels. "in- fill" locations. When, like Western Mass national interests select nitrk market penetration, region c le of i in- fill the fill -in markets, it goes beyond fill torestaretby nature, canal suppo long-term m an ok n fi t -ion -term sales un l im ited number of superstores. These one aspect of future development support g es ecially when in close proximit us on to P etitor.. The chances of a meeting projected sales volumes, tore closing are much greater in markets of this size. This is j u ers retail regulations seek to address, but it is probably the most important s uperstore that the proposed large-scale re aspect, and from which all the other issues flow. satellite locations to the hico Chicopee for the next proposed Home Depot red area weaker in -fill stores are the Home Depooftss in Enfield and Wilbraham, ver s West Springfield of weak performer. The choice West Springfield rs- volume stiffed. The mart in Palmer is been fu y built- outaand leased in the more than retail site selectors my Agawam eds the a more t n a djacent strip center there still has space that has never twenty years since origin al construction). The Southgate Plaza in lower sf temporary flea market tenant through two economic upturns. ers from overbuilding in this secondary posed large -scale retail regulations will prevent retai The p ro market.. r are the j st me that sub market for ti Examples of superstore locations that have become detrimental d was a 135,000 sf, to their markets are the just men lone art in et for more th the han 5 years; d closed Kmart Boston Road in Springfield stores Memorial v to cue continues yet Km rs• the e W closed mart in West st Springfield on Memorial Avenue continues to ears. Thee be a vacant 80,000 sf anchor space after more than 6 y GALLIVAN Real Estate Consultants 8 HAMPDEN, I ASSAC SE 01036 PRONE 413.566.8006 FAX 413566.7.9,9,7 28 SOMEIZS ROAD BOX 17 TENANT ANT REPR ESENT A'T'T ®N 'RETAIL SALES LEASING- SITE SELECTION Memorandum To: Planning Board Ordinance Committee From: Teri Anderson, Economic Development Coordinator Date: February 28, 2002 Re: Large Retail Regulations I appreciate the compromise zoning amendments proposed by the sponsors in response to public comments. I think the overall goals of the proposed regulations are positive for the community. Balancing the details and various community and business needs is the key. Below is a summary of some of my research. Developer feedback There is an understanding of the goals by retail developers. There is some concern about being too restrictive that deals become financially infeasible and would most prefer to let the marketplace determine project feasibility. It is not clear whether the regulations will be a detriment to retail attraction on King St. Some retailers and developers can live with the designs standards, building close to the street and the fees if not too expensive. The regulations may cause some retailers to look elsewhere but some will still pursue projects on King St. Some will never do second story retail because it doesn't work for them (one developer said this is likely to occur only with small buildings on small lots). Some retailers will never build close to the street, some have already prepared to do this because it is required in other places and will accommodate to achieve their prototype building. Developers would try to work the fees into the economics of the deal (negotiate lower land costs or recoup in lease rates). If the project did not cost out, they would pursue another Town or market. It is difficult to project the outcome of the regulations until they are finalized and applied to specific projects (development costs real estate, rent and construction costs need to be 3 -6% of project retail sales to make a project feasible). There is conflicting information about the Northampton/King St. market. Some say it is an attractive'regional location others say it is not a strong market. However, there appears to be prospects investigating sites on King St. It is clear that King St. has some of the most expensive land prices in the region (comparable to Newton Hartford) and that retailing in general is volatile and constantly changing making it complex and tricky to achieve successful deals with adequate lender support. It is agreed that leasing to local retailers makes projects more difficult to obtain lender financing. Lenders approve the tenants and usually look for the credit backing of a national chain. Reasonable and clear fees are preferable to impact studies because it helps eliminate uncertainty in the permitting process. 5% is a substantial fee. Some projects would not sustain it others would. Flexibility in the fee payment may be helpful for some projects. A five year term would be suitable and a lien on the property to guarantee payment would be e PLANNING AND DEVELOPMENT CITY OF NORTHAMPTON City Haft 2I o Main Street, Room I I Northampton, MA 0'06o-3198 (413) 587-1266 Fax: 5 87 -I z64 Warne Feiden, Director pianning @northamptonpianning.org www.northamptonp anning.org Northampton Housing Partnership Jack Hornor, Chair Motion on Proposed Retail/ "Big Box" Ordinances Passed Unanimously at the Partnership's Meeting on January 15, 2002 1. The Northampton Housing Partnership supports and applauds the consideration of affordable housing in the planning process; 2. We endorse the proposed ordinance as a great improvement over the present situation and endorse strongly the incorporation of affordable housing where mitigation is called for; 3. However, large retail development has a significant impact on the affordable housing needs of our community and the Northampton Housing Partnership would support further restrictions on large retail development. planning board conservation commission zoning board o of appeals housing partnership redevelopment authority northampton GIS economic development community development historic district commission historical commission• central business architecture original printed on recycled paper square feet. Thank you for your consideration. CITY OF NORTHAMPTON Mayor Mary Clare Higgins City Hall 210 Main Street Northampton MA 01060 (413) 587 -1249 FAX: (413) 587 -1275 mayor @city.northampton.ma.us MEMORANDUM To: Planning Board Ordinance Committee From: Industrial Affairs Committee Date: December 12, 2001 Re: Large Retail Zoning Proposal The Industrial Affairs Committee has reviewed the proposed zoning amendments regarding large retail development. In general, the Cornrnittee agrees that the impacts of large retail should be mitigated. At the same time, we do not want to create disincentives for local businesses. The following comments and suggestions are offered to fine -tune the proposal. 1. The Committee is concerned that the 10,000 square foot threshold will negatively affect existing local small businesses. We recommend an alternative approach for the payment in lieu fee creating a graduated formula which would exempt the first 10,000 square feet, exempt the second 10,000 square feet for expansion of an existing business up to 20,000 square feet, and set a fee for new development over 10,000 or expansions over 20,000 2. We are concerned that the option to provide one third of the jobs at the Northampton average wage will be difficult to measure, difficult to monitor and sustain over time, and may have unintended consequences. We recommend that it either be deleted or replaced with a provision that will create a standard with direct benefit to small businesses. 3. We are concerned about the effectiveness of impact statements. The data is open to interpretation and may be difficult to prepare on a local vs. a regional basis. We recommend that this option be deleted. This will leave clear criteria for providing mitigation in the form of affordable housing, economic development, or payment in lieu. Proposed Ordinances relating to Retail Development Greater than 10,000 Square Feet What Other Communities are Doing: Y' dinance ti 1N ere y Mandatory 0' front setbacks Northampton Central Business, Portland, OR; Boulder, CO; Baltimore County, MD etc.; Incentive Zoning Multiple states Encourages desired development including MA patterns by proposing density (Cambridge, Boston, height and build -out bonuses Northampton) Design Requirements for large CA, CO, Baltimore retailers: second story and other Cnty MD; OR, bldg materials "main street style Columbus Ohio etc. Cape Cod, MA For Developments of Regional Economic Impact Impact (retail over 10,000sf) Looks Mitigation /Review at affordable housing for employees of proposed development, Salary/benefits, opportunities for local workers, impact to existing businesses. NY State (Lake Placid, NY- review of consistency with Ithaca etc), Napa CA; community character Concord CA, Wilton, CT; Santa Cruz, CA Prevents displacement of local Palm Springs, FLA businesses. Payment -in -lieu and /or Impact Multiple state -39) Widely applied in CA, FLA, WA Fees (exactions also used) Affordable Housing Linkage Boston and San Specified new commercial Requirements Francisco development required to provide or pay -in -lieu. Proposed Ordinances relating to Retail Development Greater than 10,000 Square Feet What Other Communities are Doing: `d S 9 ?y E r' t t •e, ,r' S'� S i f?�. '�.2, ^r i �t"i r� r te Amend ent 1 d z s a i% ?s• "`f �''F h..�}Z+x r,�.�y c L �Ta y P�J%3'e. R.ecorr�rmentl.ed z r i y Y .>�,�.:e,�.�.,�, •tea i�^`i£'kM'` P urp os e 1. Buildings over 10,000 sf that have 80% of their building facade built up to and along the public street frontage at the minimum 10' setback will obtain a density bonus allowing 95% building coverage. Merger of rows in §6.2. .Staff Promotes better use of land and creates environment that encourages access by foot, bicycle and bus. 2. Eliminate option for developer to provide economic development based on wages. City Council Industrial Affairs Committee Extremely difficult to track this provision for the long term. 3. Eliminate option for providing detailed economic impact study. City Council Industrial Affairs Committee Difficult to quantify impacts. 4. Amend payment -in -lieu provision by creating a graduated fee schedule and merger of establishments Increased fee for very large boxes City Council Industrial Affairs Committee Ordinance Comm. Encourages expansion of existing businesses and more evenly distributes payment -in- lieu options. 5. Amend housing options to tie to square footage instead of wages Comments from Industrial Affairs and Ordinance Committee Hard to track wages and is consistent with State Hospital approach 6. Correct typographic error in substantial improvements and add severability clause. No change to inconsistencies in nla§i?nCAR•PrADerifl440 tr Wnmmi•s•sion 7 nnina hnardofannea(s housing partnership Staff and comments from reviewers redevelopment authori Clean up language n northamnton GIS PLANNING AND DEVELOPMENT CITY OF NORTHAMPTON a I t. To City Council, city Half 210 Main Street, Roont 11 Northantpton, MA 01060-3198 (4 587-1266 Fax: 587 -1264 WaNne Feiden, Director planning @nortbantptonplanning.org ry vw.nortbamptonp(anning.org Memorandum From: Wayne Feiden, AICP, Director of Planning and Development 587- 1265 orfeiden (cDnorthamptonpianninq .oral and Carolyn Misch, Senior Land Use Planner Date: Thursday, December 13, 2001 Proposed zoning changes: Retail Standards and related changes, including substantial improvement Date Referred from City Council 11/15/01 Housing Partnership Planning Subcommittee 11/ /01 Chamber Economic Development Com. 10/18 /01 Legal notice and posting 11/21 1 City Council Ordinance Committee informal reviewl2/10 /01 Ordinance Committee inforrnal review 12/11/01 Ordinance /Planning Board Public Hearing 12/13/01 Planning Board recommendation Ordinance Committee recommendation Deadline for final City Council action Action to Ordinance and Planning Board Recommend in favor 11/16 /01 discussions 1/29/2001 Request three changes (see table) discussion Table of Proposed Amendments to Ordinances economic development community development historic district commission historical commission• central business arc orig bud prin i recgctedpaper itecture To: Planning Board Ordinance Committee From: Teri Anderson, Economic Development Coordinator Date: December 13, 2001 Re: Large Retail Zoning Proposal Generally, I support the concept of regulating the impacts of large scale retail. Some communities' welcome large retail, some prohibit with building size caps. This proposal is in the middle it attempts to address the negative impacts. The proposal is consistent with the July public forum input: Allow large retail but regulate the impacts Respond to the need for a range of consumer prices /products Economic Development Policy Concerns: Impacts to Small Businesses: Local businesses are currently priced out of the market on King Street due to escalating land values and lease rates. Developers are looking for tenants with national credit backing. Local businesses have difficulty competing against the purchasing power and product pricing of large chains. Municipal: CITY OF NORTHAlLITON Teri Anderson Economic Development Coordinator City Hall 210 Main Street Room 12 Northampton MA 01060 -3199 (413) 587-1249 FAX: (413) 587 -1275 tanderso @city.northampton.ma.us Memorandum Large scale retail is not the primary focus of our economic development efforts. We should focus on expanding our industrial, technology, and small business base. Large retail is a major tax generator but is offset by the costs of traffic improvements and potential loss of local businesses. Research shows there is generally a net fiscal gain for the host community but there can be a shift in the retail base with a net loss in local businesses. The worst case scenario is to have big boxes in a nearby community that draws consumer spending away, impacting local businesses, and the community gains no tax revenue. Without a detailed analysis, it is difficult to know how Northampton would fare. EDWARD D. ETHEREDGE SHELLEY STEUER Also Admitted in New York and California To: M. Clare Higgins, Mayor Michael Bardsley, Council President Fran Volkmann, Councilor Ward 2 Maria Tymoczko, Councilor, Ward 3 Dan Yacuzzo, Chair, Planning Board Wayne Feiden, Director of Planning Terri Anderson, Development Director From: Edward D. Etheredge 4t, Etheredge Steuer, P.C. Etheredge Steuer, P.C. ATTORNEYS AT LAW 64 GOTHIC STREET NORTHAMPTON, MASSACHUS (413) 584 -1600 MEMORAND Re: Proposed Retail/Personal Service and HB Zoning Amendments no. 1 0.1 E U E DEC 2 1 2001 DEPT OF PLANNING NORTHAMPTON, MA 01060 (413) 585 -8406 Date: December 19, 2001 Please accept the following comments on the proposed zoning amendments as my personal opinion. I write not as a director of the Chamber of commerce, officer of the Northampton Development Corporation, or counsel to any specific property owner affected by the proposed changes. As you know, dramatic changes for King Street are imminent. Serv-U has closed. The Hill Dale property is in play between a filed subdivision to freeze the existing zoning and the already granted Special Permit. Ponderosa has closed. Plumb Auto and Taco Bell remain vacant. The Northampton Plumbing Supply Site is for sale or lease. Stop Shop is in the midst of construction and Northampton Honda and Kollmorgan are considering development options. The next few months is a critical transition time and the fate of much of the street will be decided within the next year. Of paramount importance to any business or developer is a stable and fixed set of rules by which to design, develop and operate a project. While all sales or leases are subject to contingencies for successfully obtaining the necessary permits, no project can even begin the evaluation and design phase without an established set of zoning restrictions. 1 0 The tone of the proposed zoning amendments is clearly anti large retail, but the issue ought not to be whether the citizens of Northampton oppose large retailers, but what is appropriate development for King Street and how can the City facilitate and obtain appropriate development through the zoning ordinance. There are several sections of the zoning ordinance proposed to be amended that fulfill the goal of regulating, by zoning, appropriate development of King Street. The proposed amendments to the Table of Uses, Section 5.2, allows developments under 10,000 square feet, but requires a special permit for projects over 10,000 square feet unless the project meets the favorable design criteria, i.e. 2 or more stories, all parking in the rear. In those cases, Table 5.2 reduces the necessary permit to site plan approval. The new site plan approval amendment, Section 11.6, is not any bonus for appropriate development, i.e. streetscapes with parking in the rear. Site plan approval, section 11.6, is no longer a zoning amendment but a mission statement for housing advocates. The proposed Section 11.6 states, in part, "The provision of safe affordable housing for all residents is a city wide goal and the city is obligated to assist in providing such housing Later in Section 11.6.8A it becomes clear as to how the city will "satisfy' its obligation to meet this goal. All new retail development over 10,000 square feet or old retail that proposes to undertake "substantial improvement" will have to build .85 square feet of affordable housing for each square foot of development. If, for example, the River Valley Coop were not exempt from zoning and wanted to construct 18,000 square feet of space, it would be required to either construct 15,300 square feet of affordable housing or pay the city $40,000.00. An easy choice. The payments works out to be less than $2.25 per square foot on a typical $90.00 per square foot construction cost. If, however, Lowes or Home Depot wanted to construct 100,000 square feet with 'a brick streetscape and all parking in the rear to take advantage of the bonus of site plan approval §5.2) and increased density calculations §6.2), then 85,000 square feet of affordable housing would have to be constructed or a payment made to the city of $700,000.00. This is no incentive for building appropriately. In reality, no affordable housing will be built because it is an inconsistent use of very expensive land on King Street and not particularly good land use planning The cost to design and permit a unique store, which is ostensibly what Northampton wants, will make the cost significantly more than a "big box For this additional cost, the developer will now have to add an additional $7.00 per square foot to pay the city. Only the market will decide if the regulations will work to sensibly develop King Street and create affordable housing. From my experience, it is possible that the regulations could work for small 10,000 to 20,000 square foot developments, but will preclude any large development, 40,000 square feet and larger. This is what any reader of the regulations will reasonably presume. Since the land is in large blocs, this would require multiple new curb cuts for individual lots, or some shared roadways and parking areas similar to condominiums but in common ownership. The problems for development are exceedingly complicated. Since Section 5.2 captures all land in "common or affiliated ownership the cost of development will reasonably preclude any large development, no matter how sensible or cleverly designed. 2 It is clear that the intent of the amendments is to preclude any large retail development. At least the alternative Section 5.2 proposed by Councilors Dwight and Ghiselin is a straightforward and honest flat prohibition. It does not allow any retail development over 20,000 square feet. The proposed incentives would be relevant only to development between 10,000 square feet and 20,000 square feet. Even if a developer were to be willing to pay the extra costs required for retail development, the proposed amendments provide two new additional hurdles to any large (excess of 10,000 square feet) retail development. A new section 11.6 amends site plan review to assess an additional $1.50 per square foot as a performance guarantee for removal of a building. This proposal is another regulation targeted at a hypothetical evil. The only possible example is the Hill Dale Mall and the question is whether the building is creating economic or social blight? The building is being taxed at a valuation in excess of two million dollars. Is the owner desirous of paying forty or fifty thousand dollars a year to the city to create blight? The sensible question would be to ask, `why has the property not been developed? Is the zoning wrong? Is there no market for 75,000 square feet of retail space? What does the owner say The proposed ordinance is right out of the "How to stop Wal -Mart" manual. All of the other arguments I heard at the big box forum were examples from areas that do not match the local environment. Northampton is different. Northampton is vibrant with giant malls in Holyoke and Hadley less than fifteen minutes away. Is it threatened by two or three stores that are ten minutes closer? In reality most of Northampton's downtown enterprises, restaurants, galleries, craft shops, and boutiques benefit from more traffic. Aren't we discussing building another garage? If a large retail store were ever to build on King Street would it impact some downtown business? Yes. If it is Borders, it would probably negatively impact a traditional bookstore like Broadside. What is the trade -off if Borders would pay ten times more in taxes than Broadside and add additional vitality (visitors) to twenty other downtown businesses? In addition, any large retail development that requires a special permit must under the new Section 10.1.H prove that the store "does not adversely affect the city's economic vitality through the provision of jobs and housing How can a developer provide "housing" in a retail project? No other developer of industrial, commercial, office or residential property is required by law to provide housing and prove that housing is provided. Section 10.1.H also requires developers provide housing, revenues and retail diversity to add to the character of Northampton, its downtown and pedestrian scaled villages, and its long -term vitality and attractiveness as a regional center." If no large retail is allowed in HB, the remaining uses are gas stations, restaurants and automobile dealers. Large retail would provide jobs for nearby residents that they could walk to. They would probably be better paying jobs than fast food restaurants. Sensible large retail use is appropriate for King Street. It. is zoned Highway Business. Zoning is supposed to be a statement of the city's intent for the use of its land. If retail development on King Street is effectively limited to 20,000 square feet, the zoning should be changed to GB, GENERAL business. It is no longer a HB zone. I attended a number of the ad hoc committee meetings considering the zoning amendments. I repeatedly stated my opposition to economic regulation in the guise of zoning regulation. When one 3 4 member of the committee finally, and accurately, noted, "We're not going to get anywhere if we don't move on. He [meaning me] will always be opposed to economic regulation and we need to move on." I remain willing to discuss zoning regulation designed to effect a vital HB zoning district, e.g. streetscape construction, parking on the side and rear, two story facades, etc. Adding costly regulation, unrelated to land use, does not create any incentive for sensible development. The new fire station is always cited as the appropriate model for King Street development. It can be done, but not easily. The new fire station cost over $300 per square foot to build. No developer can afford even one -third of that cost. I understand from the discussion at the public hearing on December 13` that the approval of the amendments is essentially a foregone conclusion. That is unfortunate. The previously approved design criteria in Section 11.0 and the proposed incentives in .Sections 5.2 and 6.2 are valuable land use regulations to improve the development of King Street. The proposed 'economic regulations and affordable housing requirements and development fees are examples of an "elephant" built by committee, and in all likelihood are probably illegal and unconstitutional. There are a number of valuable and positive development opportunities awaiting the vote on January 24` Since three councilors sponsor the amendments and three different councilors sit on ordinance, the vote will determine the future of the regulations and probably the future of King Street. Certainly it will determine the immediate present for King Street. In the Year (Eit f Wortil MASSACHUSETTS Two Thousand One Amended 2/28/02 Councilors William Dwight, Rita Bleiman, Alex Ghiselin UPON THE RECOMMENDATION OF ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, Appendix A §2.0 City of Northampton, Massachusetts, be amended by revising section of said Code; Definition of Substantial Improvement to be changed. providing that Be it by City Council of the City of Northampton, in City Council assembled, as follows: Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 2.1 {Amend §2.1 by changing the definition of substantial improvements as follows (bold indicates new text and strikethrough.indicates deletions)}: SUBSTANTIAL IMPROVEMENT: Any repair, reconstruction, or improvement of a structure within a thfee- five year period which either increases the building area of size or the original structure by te; per-- e 1 0°k0%) fifteen (15 or more, or the cost of repair, reconstruction, or improvement which equals or exceeds ten -per- cent- (-1 -0 fifteen (15 of the assessed value of the original structure, either (a) before the improvement is started, or (b) if the structure has been damaged and is being restored, before „the damage occurred_ In City Council, Rules susp Attest: May 2, 200.2 Approved: Mary Clare. Higgins ained an er oiled. ;Clerk ,Mayor (zt .a arJJxampt.arx MASSACHUSETTS In the Year Two Thousand One UPON THE RECOMMENDATION O F Councilors William Dwight, Rita Blieman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising, sectiA pendix A §2.t iPi §5:2 f said Code; providing that Automotive service station and repair station be defined. Combine definition of personal services and retail. Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows.: Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: "Section Insert the following new definitions within §2.1 in alphabetical order Automotive service station Establishment in which the principal use is the retail sale of gasoline, oil, or other motor yehicle fuel, and may contain retail convenience and variety goods for retail. The premises may include, facilities for polishing, greasing, washing, or otherwise cleaning, servicing, or repairing motor vehicles. Automotive repair Establishment in which the principal use is the repair of motor vehicles, including maintenance servicing, upholstery, etc. No gas sales or retail allowed. Delete the entire definition of "Personal and Consumer Service Establishment" within §2.0 Insert the following new definition within §2.1 in alphabetical order Retail Personal Services- The sale rental, or repair of goods and!or provision of services including: antiques, apparel, appliances (home use), art supplies. bakeries, barber shops, beauty shops, books, cameras shops, china and pottery, draperies and interior decorating supplies, drugs, film developing and printing, florist, fruit, furniture, gifts and stationery, grocery,.hardware, house wares and home furnishing, jewelry, laundering and tither garment servicing, music, newsstand, novelties, paint, shoes; pet supplies and pet grooming, shoe cleaning or repair, specialized food, sporting goods, toys, tailors, vegetable markets, and other similar places of business. includes discount food and merchandise "clubs Amend §5.2 "Retail and Commercial Services" category by deleting entire entry for Personal and Consumer service Establishment No other changes to this category in §5.2 In City Council, May 2, 2002 Rules suspende passed two readings Attest: Approved: A true co Attest: dained a enrolled. Clerk ,Mayor Mary Clare Hig• Y s litako City Clerk Section 5.2 Table of Use Principal Use Business Medical Industrial Busines Park Consr. CB GB HB NB M GI SI BP Cr' Retail And Commercial Uses (continued) Retail and Personal Service with maximum floor area 1l'' i ^•tce„oods A PB PB PB Site A PB PB PB PB A PB Site Site PB A M- No No No No No No No No No No No No No 1 ,1 No No No No No No No No No No No No No No No of:establishments sellir, but limited to, food. drugs. including, not and proprietary coods and establishrncais selling general merchandise including, but limited dry not to, goods, apparel and accessories: A: less than or equal to 10,000 square feet for any single establishment; or B: over 10,000 square feet, single establishment (see §6.2, §10.15, §11) or C: over 10,000 sq. feet (single or cumulative) with 2 or more stories and all parking in rear or side. (2nd+ floor may include other permitted uses):-+; or D: Less or equal to 10,000 sq. feet single establishment. and less than or equal to 155.000 sq. feet of cumulative development in a 3 -year period on the same parcel of land which has been in common or affiliated ownership within the same 3 -year period; or GE: Less than or equal to10,000 sq. feet single establishment and over 15,000 sq. feet of cumulative development in a 3 -year period on the same parcel of land or on land which has been in common or affiliated ownership within the same 3 -year (if in B period not In the Year Lzftr of XiortiTampton MASSACHUSETTS Two Thousand One Amended 2/28/J2 UPON THE RECOMMENDATION OF' Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section App A said Code; providing that Permit and dimensional requirements for retail uses over. 10,000 sq. ft. Be it ordained bY the City Council of the City of Northampton, in City Cout•ic.il assembled, as follows: S 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows Section 5.2 %V. table of use regulations within the category of Retail and Commercial Uses as shown on the table below. No other changes to this section. Section 6 -2 HB District Principal Use Minimum Required Lot Minimum Setback Maximum Building Height Minimum Open. Space Area Frontage Depth Front Side Rear Any allowed use on a property with a building that is setback no more than 10' along 80%. of the property's frontage. 0 60 60 0 0 6 40 5 Any use when all parking is in .the rear and /or sidc of a parcel's principal building and rear of the front of the principal building. Applies to 1- story retail establishment(s) over 10,000 s.f. with all parking located at the rear or side. (parking in front -of building defined as parking in front of longest facade facing the street) 20,000 120 140 0 10 20 35 15% Applies to new projects and substantial improvements (For the purposes of this section, exclude the value of improvements to repair or replacement of roofs, mechanical systems, elevators, parking lots, or landscaping from calculations.) a• must include the entire frontage. Section 6.2 {Amend §6.2 within HB district by adding the following new row as shown table below and amend §6.2 within the HB district for. "any use when all parking in the rear..." by adding text as shown on table below} In City Council,. May 2, 2002 Rules suspended, passed two readings drdained a enrolled. Attest: r 'City Clerk Approved: Mary Clare Higgins A true copy:°` Attest: a 414:"` AMENDED *2nd story must be at least 501/4 of the footprint and ,Mayor In the Year Tztu of Xiarthantpton MASSACHUSETTS ORDINANCE Two Thousand One Amended 2/28/02 Councilors William Dwight, Rita Bleiman, Alex Ghiselin UPON THE RECOMMENDATION OF An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, Appdx A §8.6,8.10,8.11 City of Northampton, Massachusetts, be amended by revising section of said Code; Shared Parking and Parking Fee requirements providing that Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows: S ection 1. That section, of the Code of Ordinances of the' City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: "Section Section 8.6 Shared Parking §8.6 Insert new standard as follows [regular text indicates that which was moved from §8.10(6) and §11.6(2) In all Zoning Districts except the'Central Business (CB) Districts, the Planning Board may: 1. allow- wit eaial- peFm+t-Through site plan approval, allow the reduction of the parking space requirements of up to twenty (20) percent of that required in the Table of Off Street Parking Regulations where conditions unique to the use will reasonably justify such a reduction, including 2 -story buildings in (HB). 2 The Planning- Board -ma -alfew Through site plan approval reduce parking requirements for Major Projects listed in §8.1 by up to 20 percent of parking needed for employees (no credit for parking needed for visitors or customers) if: A. the applicant incorporates satisfactory methods, acceptable to the permit granting authority, to reduce the need for parking into their design and into the trip reduction plan described in §11.5 (3.B.) by at least the same percentage; and B. if the Site Plan Approval is conditioned on the on -going use of those trip reduction methods with effective enforcement tools included; and: 3. The -P-la fa bo ard -m art Through a special permit allow a greater percentage reduction where joint use of the same spaces by two or more uses or establishments is justifiable by virtue of the fact that the uses or establishments generate peak demand at substantially different time periods. Section 8.10 {Amend §8.10 by deleting all of item 6 (to be moved to §8.6). No other charges to this section. Amend §11.6 by deleting 11.6(2) second paragraphs and subparagraphs A,B, and C.} Section 11.6(2) Amend §11.6 (2) as indicated below: 2. The requested use will promote the convenience and safety of vehicular and pedestrian movement within the site and on adjacent streets, minimize traffic impacts on the streets and roads in the area. If applicable, this shall include considering the location of driveways openings in relation to traffic and adjacent streets, access by emergency vehicles, the arrangement of parking and loading spaces, and provisions for persons with disabilities; and.(See also §8.6). Section 8.11 Amend §8.11 as follows: Section 8.11 Special Provisions in the Central Business District for Meeting Off Street Parking Requirements in Central Busineec Districts. The Punning Board may grant a Special Permit a lI ow i n pPayment made to the City of Northampton in -lieu of providing some or all of the required off- street parking spaces for a project in the CB district whew shall be allowed by right if it finds that, in addition to other applicable criteria, itions ai e of thc requ e criteria, th 1. The project is in the Central Business District. payment in lieu of fees. 2. It ie either -IRet possible- ts-era ado tho g iced' nu e- e rking spaces o+a- site -e-F i conflict with city master and study pia e -s-a€ ad-. der- M-G.L. Chapter /11, Section 81 C and D. parking system. 5- The Planning Board ha _e -e _e. -e °are C i ss iea- regar-el-ieg-the--a e e e ssion has at- adc a ;eso -m e„dation within 30 days of thc Commission's receipt of thc request- The fee to be paid shall be 84,890 $2,000 per parking space. S i- d- €ee-s„aH-be reviewed, and if necessary adjusted, periodically e _tl- e-det rLmieed -u r-efessionai cost estimates, seaea e ----e e e .adicating t d capital cost of providing such spaces —Fees paid to. the City of Northampton, in -lieu of providing required parking spaces on -site, shall be deposited into a Downtown Parking Reserve Account to be used solely for expenses (land acquisition, design /engineering services and construction costs, butnot maintenance costs) related to adding parking spaces, improving the utilization of existing parking spaces, or reducing the need for new parking to serve the Central Business District. Requests to appropriate funds out of this Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board, and Northampton Parking Commission, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. (Amended 9/20/1990 and 12/21/1995.) In City Council, May 2 2 0.0 2 Rules susuncied two readings, rained an}en 011ed. Attest: t, it r Approved: Mary Clare Higgins ,Mayor A true co yam P 1 I J Y Lr. Attest: N, 7 A City Clerk ester Amended e -ee -e In the Year UPON THE RECOMMENDATION OF Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances; City of Northampton, Massachusetts, be amended by revising section Appendix A §110 said Code; providing that Amend site plan submittal requirements for retail establishments Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts; be amended so that such section shall read as follows "Section Amend §11.6(7) as follows: Add (s) to the word "establishment" in the first sentence. Delete "25,000" and replace it with 10,000 in the first sentence. No other changes to this §11.6(7)_ In City Council, May 2, 2 0 0 2. Rules susp Attest: Approved: Mary Clare Higgins Lz t� .af ort! am rt n MASSACHUSETTS .vo Thousand One dained arp erjolled. Clerk ;Mayor Amended 2/28/02 MASSACHUSETTS (,xfu .of XiartlIantiatar Amended 3/12/02 In the Year One Thousand Nine Hundred and Two-Ther ai d-O ne UPON THE RECOMMENDATION M lors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section of said Code; Appendix A §11.6 providing thatrPer,d. si te• plan• sularrt itte regvirements•• forretait •estatrtishments'over'7ti;n0i7' T' Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows: Section 1. That section of the Code of Ordinances of the City cif Northampton, Mas- sachusetts, be amended so that such section shall read as follows {Amend x.11.6 by adding new criteria in numeric order as follows 8. For 1 -story retail uses in the Highway Business District that are over 30.000 square feet of single establishments or cumulative development with parking located in the front, side and /or rear, an applicant may choose as an alternative to. developing as a two -story building, to either pay an in -lieu of fee. as described below. or develop in- either category A, or categor below, Consistent with the City's adopted Vision 2020 goals to foster development that is sustainable for the long term, is built to human scale, and expands economic opportunities, the city encourages applicants to develop buildings that are pedestrian oriented and which enhance economic vitality by building along the street with second story space for residential or other commercial use. In lieu of designing projects that meet these goals, the alternative options -kl- either- /t -or-B below will mitigate the impacts that large, single story, single -use retail businesses create by effectively eliminating land that could otherwise be used to construct multi -story, mixed use space within Northampton's core. Such multi -story development enables the limited land remaining in Northampton to be used more efficiently in order to provide vibrant mixed uses and vital economic development opportunities within the City. A. Provide .35 square fcct of on Efeated the eveleiameat -(c.g. 108900 cquaFe -fact of retail wo 44Pe -gUiFe 85,000 square fe rx�ediara- incsmc. This w}ili -meet :he- goal -of providing- g- uarantccd ouster:sec -base for ;Ctail uccs in the highway bucino life -aect ibr'ahsy-t e ar a by crcvtiflg- aeelectrian and reckiesti,a1 space. Type Size of Retail': •Esta liStiment Mitigation .Required:' New building, conversion to 0- 30,000 square feet $0 no penalties and no fees retail or expansion of existing single or cumulative development (see §6.2) New building, conversion to 30.001+ square feet single $5 /sf for entire footprint of retail, or expansion or cumulative (see §6.2) establishment or cumulative building(s). Existing grocery stores (stores in which non -food items do not exceed 20,000 square feet) pay only for the footprint of the expansion area. Expansion of an existing establishment(s), other than grocery stores, for which payment has been made previously, pay only for the expansion area _O OR B:Provide a one-time payment -in -lieu to the City for retail mitigation shall be made in accordance with: OThe Planninq Board may issue a special permit to allow expansion of existing. businesses to pay only the fee for the portion 'of the expansion that exceeds 30,000 square feet if the building comes closer to conforming with dimensional zoning requirements then in effect. Such payment —in -lieu enables the City to create vitality within the business district through expenditures that foster economic development providing increased customer base and safe pedestrian space that would not otherwise be provided through construction of single story, single use building. Payment -in -lieu shall be used by the City for activities that have direct or indirect economic development benefits. The Office of Planning Development shall review the payment -in -lieu fee on an annual basis.and shall submit a report to the Planning Board with any recommendations on changes that should be made to the based upon market costs /demands. Fees paid to the City of Northampton, in -lieu of retail mitigation, shall be deposited into an Economic Development Reserve Account. The distribution of funds for any projects shall only occur after a vote of approval from the Mayor and City Council. Requests to appropriate funds out of the Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board and Mayor's Office, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. The goal will be to appropriate the use of these funds within five years, to the extent practicable. In City Council, May 2, 2 0 0 2 Rules suspend9d, passed two readings;,brdained and enrolled. ID Attest' C ity Clerk LP Approved: Mary Clare Higgins ,Mayor A true copy Attest: i Clerk AMENDMENT 9 In the Year UPON THE RECOMMENDATION OF Section 6 -2 HB District All other use Principal Use Area ____Attest: Tit sof X.artlIamptim In City Council, Attest: Approved: Atruec MASSACHUSETTS Minimum Required Lot Frontage 20,000 120 140 Rules sus, passed two reading Two Thousand Two Councilors Bleiman, Dwight Ghiselin ORDINANCE An_ Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Append A §6.0 of said Code; providing that Create maximum setback for single story retail establishments over 10,000 square feet Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 6.2 §6.2 Amend the table of dimensional regulations for Highway Business Section of 6.2 as shown below. No other changes to this section} Depth May 2, 2002 Minimum Setback gront Mary Clare Higgins Side 10 10 20 dained -a d Trolled. Clerk ,Mayor Cleric Amended 2/28/02 Rear Maximum Minimum Building Open Height Space 35 30% •:•For retail uses above 10,000 square feet, the maximum setback is fifty five(55) feet within which no more than one row of parking is allowed. The Planning Board may issue a special permit to allow existing buildings with 75' or greater setback to maintain a maximum setback of 75 feet within which no more than 1 row of parking and no more than 42' of asphalt may be created if the Board determines that exceptional circumstances exist. 10 In the Year UPON THE RECOMMENDATION OF Lifv' of Nortilamptroct MASSACHUSETTS ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section of said Code; providing that Appendix- •A §5.2 reta4.estabiishr ents over• 90 square feet- shall•- be- pranibited Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows; Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 5.2 §5.2 Amend table of use regulations within the category of Retail and Commercial Uses as follows: Amend subsection B of Retail and Personal Service to read "10,000 to 90,000 square feet Add new subsection in alphabetical order to read: "Over 90,000 square feet of footprint for single establishment {not to be allowed in any district} No other changes to this,section. in City Council, May 2 2002 Rules sus Attest: Approved: Twg Thousand One Amended 2/28/02 Councilors William Dwight Alex Ghiselin d, passed two reading" rdained d ,rolled. iv— iertjt Clerk Mary, Clare Higgins Mayor viVAlirsi-<143frogwakoromoft:t KV *V utgiNT#04 44 z *0'4 Mandatory 0' front setbacks Northampton Central Business, Portland, OR; Boulder, CO; Baltimore County, MD etc.; Incentive Zoning Multiple states Encourages desired development including MA patterns by proposing density (Cambridge, Boston, Northampton) height and build-out bonuses Design Requirements for large CA, CO, Baltimore retailers: second story and other bldg materials ("main street style") Cnty MD; OR, Columbus Ohio etc. Cape Cod, MA For Developments of Regional Economic Impact Impact (retail over 10,000sf) Looks Mitigation/Review at affordable housing for employees of proposed development, Salary/benefits, opportunities for local workers, impact to existing businesses. NY State (Lake Placid, NY-review of consistency with Ithaca etc), Napa CA; community character Concord CA, Wilton, CT; Santa Cruz, CA Palm Springs, FLA Prevents displacement of local businesses. Payment-in-lieu and/or Impact Multiple state (-39) Widely a pplied in CA, FLA, WA Fees (exactions also used) Affordable Housing Linkage Boston and San Specified new commercial Requirements Francisco development required to provide or pay-in-lieu. What Other Communities are Doing: Proposed Ordinances relating to Retail Development Greater than 10,000 Square Feet A to Z Kia 7-11 Hamelin Furniture Radio Shack Liqudrs 44 L H Appliances Blockbuster Barnes Noble Standard Circuit City Holyoke Foster Farrar King Street Liquor Mart Home Depot Pier .1 Holyoke Price Chopper Serve U King Street Staples- Standard Store Stop Shop King Street VVal-Mart Northampton Wal-Mart Hadley 8,540 12,180 4,094 11,674 10,240 12,320 6,990 5,900 20,000 45,000 33,000 10,600 incl. w.h. 11,000 90,000 150,000 10,000 64,000 41,000 24,000 80,000 96,000 (incl.'9,000 garden ctr) 98,000 New Construction. See Prototype Existing footprint New store rqrments: 2 acres, 100 car prkg Entire Plaza 101,000 A to Z Kia 7 -11 Hamelin Furniture Radio Shack Liquors 44 L H Appliances Blockbuster Barnes Noble Standard Circuit City Holyoke Foster Farrar King Street Liquor Mart Home Depot Pier 1 Holyoke Price Chopper Serve U King Street Staples- Standard Store Stop Shop King Street Wal -Mart Northampton WaI -Mart Hadley 8,540 12,180 4,094 11,674 10,240 12,320 6,990 5,900 20,000 45,000 33,000 10,600 incl. w.h. 11,000 90,000 150,000 10,000 64,000 41,000 24,000 80,000 96,000 (incl. 9,000 garden ctr) 98,000 New Construction. See Prototype Existing footprint New store rqrments: 2 acres, 100 car prkg Entire Plaza 101,000 remained as 'white elephants' that discouraged, for some time, significant growth, or even recovery, in their markets. The proposed large -scale retail regulations will not only provide for how to initially avoid the risk, but actively deal with the eventual reality of economic blight, always inherent to some degree, in this level of development. The area Bradlees stores will not sit for much longer though it should be noted that they were still available after more than two rounds of review by national interests but they will be replaced by superstores which, if ideally successful, will only serve to put out of business other superstores currently built and in the markets. Examples of this gargantuan competition are Lowes versus Home Depot on Springfield's Boston Road; Target versus Sears inIngleside, Kohl's versus JC Penny elsewhere. If the proposed large scale retail regulations are not adopted, Northampton will stay in familiar regulatory territory, though nothing new and good may necessarily come with that sense of familiarity. If the regulations are adopted, though even flawed, they can be perfected in practice, by continuing to intentionally address how growth will be controlled and directed in more dynamic, creative ways. Contrary to the express opinion of local boosters, Northampton is not a deep market. Just as a stable, industrial jobs base has always been critical to all other aspects of a community's economic health, (especially in the Northeast); tourist oriented, disposable- income reliant markets everywhere need to maintain their unique identity, a very subjective, fragile quality. If upon nothing else, we can all agree that cookie cutter, global architecture available elsewhere and everywhere contributes nothing, and is detrimental to, a unique setting. The region will not suffer if so- called 'big -box' development is not allowed to arbitrarily happen in Northampton. Northampton will not prosper if, when this level of development does come, it is not regulated to be the kind that will enhance what Northampton is. Development will follow where Northampton leads. The proposed large -scale retail regulations provide a means to foresee and forestall this otherwise probable eventuality. 28 SOMERS ROAD BOX 178 ADEN, MASSACHUSE'T'TS 01036 PHONE 413.566.8006 FAX 413.566.7.27.7 RETAIL SALES LEASING SITE SPLEC' N'ION TENANT REPRESENTATION HTTY' S SHEPPHPDgREHLL :413-586-2937 DRAFT M E M O R A N D U M Jan 23 ;0:; 10:49 C O N F I D E N T I A L ATTORNEY /CLIENT I N F O R M A T I O N DATE: January 23, 2002 TO: Wayne Feiden FROM: Janet M. Sheppard, Esq., City Solicitor RE: King Street Ordinances CC: Mayor Mary Clare Higgins, Councilor Michael Bar dsley, Councilor Frances. V oikman -n, Councilor Maria Tymoczko JAN 2 3 2002 i'IONINGI "D CIO6O P. 02 I have reviewed the material which was presented to me by former Councilor Patrick Goggins. As you I�n���� we ►tir.��ii^,, 111/ J r s y ou kn p6e6'iou J discussed various issues discussed -C..5 CC: L.; ::'.+..ew and l researched these issues when these ordinances were presented to me for signature and approval. The ordinances, as originally presented are, in my opinion, legal and constitutional. As you know, I regularly attend the Ordinance Committee and expect to be present if these Zoning Ordinances come before the Ordinance Committee on either February 12 or March 12 Please let me know if there are any further legal questions which arise of January 7h _:.ter: out of the Januar 24 public hearing. EDWARD D. ETHEREDGE SHELLEY STEUER' 'Also Admitted in New York and California Dear Wayne: EDE /kap Enc. Wayne Feiden, Director Office of Planning City of Northampton 210 Main Street Northampton, MA 01060 Etheredge Steuer, P.C. ATTORNEYS AT LAW 64 GOTHIC STREET NORTHAMPTON, MASSACHUSETTS 01060 (413) 584 -1600 Re: Proposed Retail Zoning Amendments January 23, 2002,' Very truly your t 1� JAN 25 2002 DEPT OF PLANNING N MA 010' I enclose a copy of the Town of Franklin case. I know your position is that the proposed amendment to Section 11.6 is a "payment -in- lieu" fee rather than an impact fee, i.e. a developer has a choice under §11.6 to either build affordable housing or pay a fee. I believe that the requirement to build housing or pay a fee is still a fee, and proscribed by Franklin and Emerson. Obviously we could create a mixed use zone and require housing and commercial use on the same site, but my own opinion is that it would severely restrict, if not stop, the commercial development. We are developing plenty of residential property, but no commercial property; it is all going to Hadley and Hatfield. FAX (413) 585 -8406 MA: Mass Supreme Judicial Appeals Cour t_Reports l GREATER FRANKLIN DEVELOPERS ASSN: v. FRANKLIN, 49 Mass. App. Ct' X00 (2000) 730 N.E.2d 900 GREATER FRANKLIN DEVELOPERS ASSOCIATION, INC., and others[fnl] vs. TOWN OF FRANKLIN another.[fn2] No. 98 -P -1032. Appeals Court of Massachusetts. Norfolk. January 13, 2000. June 26, 2000. [fnl] Dennis F. Marguerite, Francis A. Molla, John C. Colella, Sean Skahill, and Anthony Marinella. [fn2] Town council of town of Franklin. Present: Porada, Greenberg, Rapoza, JJ. Municipal Corporations, By -laws and ordinances, Fees. Constitutional Law, Taxation. A "school impact fee," charged by the town of Franklin to persons Constructing new housing or expanding an existing dwelling, was an impermissible tax, where, although paid by choice, the charges did not benefit the payers in a manner not shared by other residents and were collected to augment general revenues out of which payment was made for necessary improved and expanded school facilities. [502 -505] Civil action commenced in the Superior Court Department on December 4, 1995. Motions for summary judgment were heard by Gordon L. Doerfer, J., and entry of a separate and final judgment was ordered by him. Eric W. Wodlinger Mark Bobrowski for Town of Franklin another. J. Owen Todd for Greater Franklin Developers Association, Inc., others. Thomas A. Reed for Home Builders Association of Massachusetts, amicus curiae. Elaine M. Lucas for City Solicitors Town Counsel Association, amicus curiae, submitted a brief. GREENBERG, J. Sheltered by geography from the bustle of Boston, yet within a reasonable commute to work, the town of Page 501 Franklin has drastically changed demographics. From 1980 to 1995, the town's population increased by 41 percent from 17,500 to 25,000. Despite the building of a brand new school, completed in 1995, a research group hired by the town that same year projected that growth would cause the town's schools to overflow by the year 2000, with an estimated 320 more pupils than spaces. On December 4, 1995, the date on which the Greater Franklin Developers Association (association) brought this action, by -law amendment 95 -300, adding a new chapter 83 to the town code, had come into effect, under which the town imposed a "school impact fee" to "ensure[] that development bears a proportionate share of the cost of capital facilities necessary to accommodate such development and to promote and protect the public health, safety and welfare." 83 -2(2). The association and certain of its individually named members sought declaratory and injunctive relief in the Superior Court to set aside the imposition and Date Printed: January 4, 2002 12.56.50 PM MA: Mass— Supreme Judicial Appeals Cour 1 eports collection of those fees. On cross- motions for summary judgment, the judge decided in favor of the association. The judge declared that the fees were "an invalid and unauthorized tax." The town appeals. The material facts are not disputed. Essentially carrying out the recommendations of the town council's forecast of overcrowding in the public schools, the legislative findings of the by -law amendment state that "Franklin must expand its school systems if new development is to be accommodated without decreasing current [educational] standards." 83 -2(1). The findings further state that "[e]ach type of residential dwelling unit [subject to this by -law] will create demand for the acquisition, expansion or construction of school improvements." 83 -2(3). The pertinent part of the by -law reads as follows: "No certificate of use and occupancy for any new or expanded residential building shall be issued unless and until the impact fees hereby required have been paid, unless exempted by this By- Law." By -law 95 -300, 83 -3(A). The by -law sets out a fee schedule, based on the estimated cost increase imposed by each kind of housing unit. Each single family house, for example, is estimated to bring .68 children into the public school system, while each condominium brings .25 children. Initially, the town determined how much of the cost to expand the school system would remain after it utilized all other funding sources, and Page 502 then applied the above formula to cover the deficit, charging proportionately higher school impact fees for single- family homes than for condominiums.[fn3] Money collected under the by -law is funneled into one of two accounts earmarked to cover the cost of expanding schools in either the northern or the southern district, depending on the location of the new housing. 83- 3(C)(2), 83 -4. The funds may not be used to maintain existing buildings, and after eight years, any remainder not used for expansion will be returned to the payer, if the payer applies for it. 83- 3(D)(1), 83 -3(F). Under Massachusetts law, towns do not have the power to tax. See art. 89, 7, of the Amendments to the Massachusetts Constitution "Nothing in this article shall be deemed to grant to any city or town the power to levy, assess and collect taxes Commonwealth v. Caldwell, 25 Mass. App. Ct. 91, 92 (1987). Towns may, however, exact fees. See G.L.c. 40, 22F "Any municipal board or officer empowered to issue a license, permit, certificate, or to render a service or perform work for a person or class of persons, may, from time to time, fix reasonable fees for all such licenses, permits, or certificates and may fix reasonable charges to be paid for any services rendered or work performed This case turns on whether the by -law imposes an impermissible tax or a permissible fee. Fees "share common traits that distinguish them from taxes: [1] they are charged in exchange for a particular governmental service which benefits the party paying the fee in a manner 'not shared by other members of society'; [2] they are paid by choice, in that the party paying the fee has the option of not utilizing the governmental service and thereby avoiding the charge; and [3] the charges are collected not to raise revenues but to compensate the governmental entity providing the services for its expenses." Emerson College v. Boston, 391 Mass. 415, 424 -425 (1984) (citations omitted). We apply the analysis developed in the Emerson College case to distinguish valid municipal user fees from unlawful taxes Page 503 and, more specifically, to determine whether the judge in the case at Date Printed: January 4, 2002 12:56:50 PM MA: Mass .Supreme Judicial Appeals Courj�1 eports hand correctly concluded that the purported "impact fee" was invalid because it failed to benefit fee payers in a manner not shared by other members of the community. We agree with the judge that the benefit of expanded school facilities is not particularized to the fee payers. First and foremost, expanded school capacity benefits the entire community. We hardly need state that society as a whole gains with the education of its children and suffers at the lack. More than that, assuming without deciding that individuals under the by -law are able to demonstrate that their new housing will not contribute to the demand for more schools and thereby exempt themselves from the fee requirement, the benefit of new school facilities still is not limited to fee payers. An example may be illustrative: The funds are earmarked for capital improvements, such as a new cafeteria or an entirely new school. No one has proposed, as we expect no one would, that only students living in homes assessed this fee be granted access to the new cafeteria, while those living in older homes must continue to eat in the gymnasium; nor that children living in homes not assessed the fee be prevented from attending the new school, and instead must be bused to an older facility.[fn4] Under the first Emerson College factor, therefore, the school impact fee is better characterized as a tax because it does not benefit the fee payer in a manner not shared by others. See Emerson College v. Boston, 391 Mass. at 424. As for the second test, that the fee be paid by choice, it is true that developers can decide not to build residences in the town and that homebuyers, if they are the feepayers, can buy elsewhere. See Bertone v. Department of Pub. Util., 411 Mass. 536, 549 (1992); Baker v. Department of Envtl. Protection, 39 Mass. App. Ct. 444, 446 (1995). The motion judge so held,[fn5] but correctly noted that this factor is not conclusive. See Berry v. Danvers, 34 Mass. App. Ct. 507, 512 n. 6 (1993); Morton v. Hanover, 43 Mass. App. Ct. 197, 202 (1997). Page 504 The third test, together with the first, demonstrates the taxing nature of this fee. In true fee situations, charges are collected not to raise general revenue but to compensate the governmental entity for its expenses in providing that particular service. The provision of sufficient school facilities is not a particular service which is unavailable to the general public; it is the government's obligation to provide such facilities to the general public out of general revenue funds. See Jenkins v. Andover, 103 Mass. 94, 96 -97 (1869) (noting that since the founding of the colony, towns have been required to provide "free education supported by taxation of the inhabitants The point can be seen in Emerson College, where the court stated that the fee there for augmented fire protection services did nothing in particular for the properties that paid it: "instead, fire protection once included within the general property tax has been reclassified as a special service and an incremental cost imposed." Emerson College v. Boston, 391 Mass. at 418 n. 5. In the case at bar, school facilities once included within the general property tax have been improperly reclassified as a special service. In a strikingly similar school impact fee case, the court in Daniels v. Point Pleasant, 23 N.J. 357, 362 (1957), struck down an ordinance raising the cost of building permits to cover the increased school costs incurred by growth. "What the Borough of Point Pleasant is attempting to do here," that court said, "is to defray the general cost of government under the guise of reimbursement for the special services required by the regulation and control of new buildings. The philosophy of this ordinance is that the tax rate of the borough should remain the same and the new people coming into the municipality should bear the burden of the increased cost of their presence. This is Date Printed: January 4, 20`02 PM MA: Mass- Supreme Judicial Appeals Cour so totally contrary to tax philosophy as to require it to be stricken down." Daniels v. Point Pleasant, supra. We agree. The town points to St. John's County v. Northeast Florida Builders Assn., Inc., 583 So.2d 635 (Fla. 1991), a case in which the Florida Supreme Court upheld a school impact fee. The law of Florida, however, requires only that the town satisfy a "rational nexus" test. See id. at 637. The Emerson College test is far more stringent. The case before us also differs in several key ways from the other case the town relies on, Bertone v. Department of Pub. Util., 411 Mass. 536 (hook -up charges assessed to those seeking electrical service at a location not previously serviced are valid fees). Most importantly, a Page 505 statute in Bertone gave the municipality the authority to set electricity rates, and the court concluded that hook -up fees fall within that power. See id. at 542 -545. No statute grants the town in the case at bar similar authority.[fn6] In concluding that the school impact fee is really a tax, we are not without sympathy for the town's position. "There can be no controversy about the obvious fact that the orderly development of a municipality must necessarily include a consideration of the present and future need for school facilities." Pioneer Trust Say. Bank v. Mt. Prospect, 22 I11.2d 375, 380 381 (1961). As said in Daniels v. Point Pleasant, 23 N.J.'at 362, however, "the remedy must come not from the municipalities nor from the courts, but from the Legislature." Finally, the town fastens upon the notion that the service bought with this fee is the increased marketability that new homes boast when located near schools with sufficient capacity for incoming pupils. It is enough to say that the by -law itself states that the money is being collected to pay for the cost of new school facilities. See 83- 3(D)(1). The town filed nothing and the record contains nothing setting forth facts which unsettle the conclusion that the benefits obtained by exacting the school impact fee are expanded and improved school facilities. Judgment affirmed. [fn3] Although the occupancy permit feepayer has the option of preparing and submitting to the town administrator an independent fee calculation study, the by -law amendment requires that the calculation must follow the town's methodology and establishes that the town administrator is at liberty to accept or reject the permit seeker's calculations. See 83- 3(B)(2). According to the record, the school impact fee schedule charges $2,500 for single family attached homes; $528 for condominium /single family attached homes; and $726 for multi family /rental residences. See id. at 83 -4(2). [fn4] As it is not before us, we do not pass on the dubious legality of such segregation. We simply illustrate the point that beyond the obvious benefit accruing to society at large from the availability of sufficient facilities to educate every child, the benefit accruing to individual children and through them to the actual fee payers is not particularized. [fn5] Although the town's counsel devotes considerable energy on appeal to claiming that the motion judge erred in determining that the voluntariness prong was not met, in fact he concluded that it was. [fn6] Amicus curiae for the town claim the Superior Court erred in failing to consider three additional cases from other jurisdictions upholding school impact fees or land dedications. The motion judge explicitly discussed these very cases in his -,Reports Date Printed: January 4, 2002 12:56:50 PM MA: Mass- Supreme Judicial Appeals Courf Reports decision, correctly distinguishing them as upholding such fees dr' dedications either under a statute that specifically permits the imposition of fees or dedications for schools, or under a Florida -style rational nexus test. See Jordan v. Menomonee Falls, 28 Wis.2d 608, 614 -620 (1965) (statute plus rational- nexus); Krughoff v. Naperville, 68 I11.2d 352, 358 -359 (1977) (statute plus rational nexus); Loyola Marymount Univ. v. Los Angeles Unified Sch. Dist., 45 Cal.App.4th 1256 (1996) (statute). Furthermore, as these amici intended to persuade us that the by -law at issue was not a tax and therefore could be grounded on home rule, one of the above was particularly poorly chosen. Jordan, supra at 621, reads: "The provision possesses sufficient attributes of a tax so that it cannot be grounded upon the home -rule amendment, sec. 3, art. XI of the Wisconsin constitution." Page 506 Date Prihted: "January 4, -20-02-1256-:50-PM 1 In the Year Ct of N.grtIrampttrn MASSACHUSETTS Councilors William Dwight, Rita Bleiman, Alex Ghiselin UPON THE RECOMMENDATION OF ORDINANCE Two Thousand One An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, Appendix A §2.0 City of Northampton, Massachusetts, be amended by revising section of said Code; Definition of Substantial Improvement to be changed. providing that Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows: Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 2.1 {Amend §2.1 by changing the definition of substantial improvements as follows (bold indicates new text and strikethrough indicates deletions) SUBSTANTIAL 'IMPROVEMENT: Any repair, reconstruction, or improvement of a structure within a three- five year period which either increases the building area of size or the original structure by ten- per- c- ent- (1 -0 fifteen (15 or more, or the cost of repair, reconstruction, or improvement which equals or exceeds ten percent- (1.0 fifteen (15 of the assessed value of the original structure, either (a) before the improvement is started, or (b) if the structure has been damaged and is being restored, before the damage occurred. In City Council, Rules susp Attest: May 2, 200 Approved: Mary Clare Higgins A true c Attest: erolled. Clerk ,Mayor Amended 2/28/02 Titpr of Ti tlfamptrnt MASSACHUSETTS In the Year Two Thousand One UPON THE RECOMMENDATION OF Councilors William Dwight, Rita Blieman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising sec ..A pen5i� A §2.t of said Code; providing that Automotive service station and repair station be defined. Combine definition of personal services and retail. Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows: Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: "Section Insert the following new definitions within §2.1 in alphabetical order Automotive service station Establishment in which the principal use is the retail sale of gasoline, oil, or other motor vehicle fuel, and may contain retail convenience and variety goods for retail. The premises may include, facilities for polishing, greasing, washing, or otherwise cleaning, servicing, or repairing motor vehicles. Automotive repair Establishment in which the principal use is the repair of motor vehicles, including maintenance servicing, upholstery, etc. No gas sales or retail allowed. Delete the entire definition of "Personal and Consumer Service Establishment" within §2.0 Insert the following new definition within X2.1 in alphabetical order Retail Personal Services The sale rental, or repair of goods and!or provision of services including: antiques, apparel, appliances (home use), art supplies. bakeries, barber shops, beauty shops, books, cameras, card shops, china and pottery, draperies and interior decorating supplies, drugs, film developing and printing, florist, fruit, furniture, gifts and stationery, grocery, hardware, house wares and home furnishing, jewelry, laundering and other garment servicing, music, newsstand, novelties, paint, shoes, pet supplies and pet grooming, shoe cleaning or repair, specialized food, sporting goods, toys, tailors, vegetable markets, and other similar places of business. Includes discount food and merchandise "clubs Amend §5.2 "Retail and Commercial Services" category by deleting entire entry for Personal and Consumer service Establishment No other changes to this category in §5.2 in Cify Council, May 2, 2002 Rules suspende s, passed two readings j•1 dained a enrolled. Attest: Clerk Approved: Mary Clare Hig• ins ,Mayor A true co Attest:____ City_Clerk Section 5.2 Table of Use Principal Use Business Medical Industrial Business Park Consr. CB GB HB NB M GI SI BP SC Retail And Commercial Uses (continued) Retail and Personal Service with maximum floor area A PB PB PB Site A PB PB PB PB A PB Site Site P13 A No No No No No No No No No No No No No No No No No No No No No No No No No No No No No of:establis-lmicnts se114 -n principally convenience goods ij l+di but limited to ;ooc -ng, not m s, a rieta}y and establishme goods -Rts selling eene-i-al merchandise i-nc-1 iug b ted to, dry not1in foods, apparel and accessories: A: less than or equal to 10,000 square feet for any single establishment; or 13: over 10,000 square feet, single establishment (see §6.2, §10.15, §11)C• or C: over 10,000 sq. feet (single or cumulative) with 2 or more stories and all parking in rear or side. (2nd+ floor may include other permitted uses)••+; or D: Less than or equal to 10,000 sq. feet single establishment and Less than or equal to 15.000 sq. feet of cumulative development in a 3 year period on the same parcel of land which has been in common or affiliated ownership within the same 3 -year period; or GE: Less than or equal to10,000 sq. feet single establishment and over 15,000 sq. feet of cumulative development in a 3 -year period on the same parcel of land or on land which has been in common or affiliated ownership within the same 3 -year in B period (i# -net abeN} In the Year trz tr .olf Nx utI anxpttnt MASSACHUSETTS Two Thousand One Amended 2/28/J2 UPON THE RECOMMENDATION OF Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Appendix A §5 o said Code; providing that Permit and dimensional requirements for retail uses over 10,000 sq. ft. Be it ordained bY the City Council of the City of Northampton, in City Council assembled, as follows: Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: Section 5.2 table of use regulations within the category of Retail and Commercial Uses as shown on the table below. No other changes to this section. Section 6 -2 HB District Principal Use Minimum Required Lot Minimum Setback Maximum Building Height Minimum Open Space Area Frontage Depth Front Side Rear Any allowed use on a property with a building that is setback no more than 10' along 80% of the property's frontage. 0 60 60 0 0 6 40 5% Any use when all parking is in the rear and /or side of a parcel's principal building and rear of the front of the principal building. Applies to 1- story retail establishment(s) over 10,000 s.f. with all parking located at the rear or side. (parking in front of building defined as parking in front of longest facade facing the street) 20,000 120 140 0 10 20 35 15% ❖Applies to new projects and substantial improvements (For the purposes of this section, exclude the value of improvements to repair or replacement of roofs, mechanical systems, elevators, parking Tots, or landscaping from calculations.) must include the entire frontage. Section 6.2 {Amend §6.2 within HB district by adding the following new row as shown table below and amend §6.2 within the HB district for "any use when all parking in the rear..." by adding text as shown on table below} In City Council, Rules susperrd %rolled. ,City Clerk Approved: Mary Clare Higgins ,Mayor Attest: May 2, 2002 passed two reading AMENDED *2nd story must be at least 50% of the footprint and 4 Tit r of X.orttlIamptort MASSACHUSETTS In the Year UPON THE RECOMMENDATION OF Two Thousand One Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, Appdx A §8.6,8.10,8.11 City of Northampton, Massachusetts, be amended by revising section §1.1..6(2)., of said Code; Shared Parking and Parking Fee requirements providing that Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: "Section Section 8.6 Shared Parking §8.6 Insert new standard as follows [regular text indicates that which was moved from §8.10(6) and §11.6(2)}: Amended 2/28/02 In all Zoning Districts except the Central Business (CB) Districts, the Planning Board may: t allow- wit-h-a-spes -ial- permit- Through site plan approval, allow the reduction of the parking space requirements of up to twenty (20) percent of that required in the Table of Off Street Parking Regulations where conditions unique to the use will reasonably justify such a reduction, including 2 -story buildings in (HB). 2. T- he- Rlanning- Board- may -allow Through site plan approval reduce parking requirements for Major Projects listed in §8.1 by up to 20 percent of parking needed for employees (no credit for parking needed for visitors or customers) if: A. the applicant incorporates satisfactory methods, acceptable to the permit granting authority, to reduce the need for parking into their design and into the trip reduction plan described in §11.5 (3.B.) by at least the same percentage; and B. if the Site Plan Approval is conditioned on the on -going use of those trip reduction methods with effective enforcement tools included =ands 3. The- lalannieq- Board- rxnay -gran4 Through a special permit allow a greater percentage reduction where joint use of the same spaces by two or more uses or establishments is justifiable by virtue of the fact that the uses or establishments generate peak demand at substantially different time periods. Section 8.10 {Amend §8.10 by deleting all of item 6 (to be moved to §8.6). No other changes to this section. Amend §11.6 by deleting 11.6(2), second paragraphs and subparagraphs A,B, and C.} Section 11.6(2) Amend §11.6 (2) as indicated below: 2. The requested use will promote the convenience and safety of vehicular and pedestrian movement within the site and on adjacent streets, minimize traffic impacts on the streets and roads in the area. If applicable, this shall include considering the location of driveways openings in relation to traffic and adjacent streets, access by emergency vehicles, the arrangement of parking and loading spaces, and provisions for persons with disabilities; and.(See also §8.6). Section 8.11 Amend §8.11 as follows: Section 8.11 Special Provisions in the Central Business District for Meeting Off Street Parking Requirements in Cent The Planning Board may grant a Special Permit allowing pPayment made to the City of Northampton in -lieu of providing some or all of the required off street parking spaces for a project in the CB district when shall be allowed by right if it finds—that, in addition to othcr applicable criteria the fo Nawi are rnet ay grant a Special Permit allowing payment to th Cit of ,'orthampton -in -lieu of prey dingseme -srali of the required off street parking spaces -for a pr- ojec-t_ ent; ndTt„a, -in addition to ot1- ier- applicable- erateFia -he eitewing conditions are—met:. 1. The projest-is -i^ ie-G trat- Business District. 2. It is either -not possible fovide- #h„e-requircd number-sf-eff- street- par -k}n paces -on- site -eF to do so woad- be-in-eonflict -with city master and study- plans adopted- under-M:G- L— GlaapteF 3. Parking is availa"i -te-m eenlic project's needs or could be made available with- the- dee-of payment in lieu of fees. 4. Payment in lieu of funds can eventually be used to mitigate the projects- impact -en the city's pa rkin g s s t e m 5. The Planning- Bear -d-ha e e e e •.mendation -of the Ner-thampten Parking Gemmission- r-egarding- he- application or the Parking- Camm-ission -has not-Faade -a Fesommendation within 30 day e -e e e e- r &gaest. The fee to be paid shall be 54,899- $2,000 per parking space. Said-Fee- hall -be- reviewed, and if necessary adjusted, periodisall-y- by -the- City -Ceti all -be- detained- using- prefessional cost estimates, submitted in writing by the Northampton Parking Commas;own-,indisa1 —t1 e— s -efadding -the repulred dditienal- park e_ stitute /3- sf -tl}e -design -and -G apital- cestofproviding suds spaces. Fees paid to the City of Northampton, in -lieu of providing required parking spaces on -site, shall be deposited into a Downtown Parking Reserve Account to be used solely for expenses (land acquisition, design /engineering services and construction costs, but not maintenance costs) related to adding parking spaces, improving the utilization of existing parking spaces, or reducing the need for new parking to serve the Central Business District. Requests to appropriate funds out of this Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board, and Northampton Parking Commission, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. (Amended 9/20/1990 and 12/21/1995.) In City Council, May 2, 2002 Rules suspeedeo passed two readings, o ained an enrolled. r Attest: ,6itytlerk Approved: Mary A true co Attest: Clare Higgins ,Mayor 6 In the Year I vo Thousand One UPON THE RECOMMENDATION OF Councilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Appendix A §1,101 said Code; providing that Amend site plan submittal requirements for retail establishments Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows: "Section Amend §11.6(7) as follows: Add (s) to the word "establishment" in the first sentence. Delete "25,000" and replace it with 10,000 in the first sentence. No other changes to this §11.6(7). In City Council, May 2, 2 0 0 2 Rules sus passed two readings;dained a molted. Attest: -r i Clerk few Approved: Mary Clare Higgins ,Mayor Ta .of Northampton MASSACHUSETTS Amended 2/28/02 7 CCiti of .1rt1 anxph r MASSACHUSETTS Amended 3/12/02 In the Year One Thousand Nine Hundred and .Two.Tlaousertd.One UPON THE RECOMMENDATIO ilors William Dwight, Rita Bleiman, Alex Ghiselin ORDINANCE An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section of said Code; Appendix §11.6 providing thalkmend. site• pl an- subrrfi itte+ tequirements forretail•establistrments'nVer t0;t70Q'SF Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows {Amend 11.6 by adding new criteria in numeric order as follows 8. For 1 -story retail uses in the Highway Business District that are over 30,000 square feet of single establishments or cumulative development with parking located in the front, side and/or rear, an applicant may choose as an alternative to. developing as a two -story building, to either pay an in -lieu of fee. as described below. or develop in -either- sategor A -0r- category- B- helow, Consistent with the City's adopted Vision 2020 goals to foster development that is sustainable for the long term, is built to human scale, and expands economic opportunities, the city encourages applicants to develop buildings that are pedestrian oriented and which enhance economic vitality by building along the street with second story space for residential or other commercial use. In lieu of designing projects that meet these goals, the alternative options -in- either- A-or B below will mitigate the impacts that large, single story, single -use retail businesses create by effectively eliminating land that could otherwise be used to construct multi -story, mixed use space within Northampton's core. Such multi -story development enables the limited land remaining in Northampton to be used more efficiently in order to provide vibrant mixed uses and vital economic development opportunities within the City. A.Providc .85 square feet of on or off cite affordable- hGusi-ng- ueite- fearse-feet oreated-lay- the- r-etaia- development -(e g— Ot1900 uar-e -feet of retail- weale- require 85 -sq ar- e- feet -ef afford^ ;i#s)-every two persons making -legs than 80% of median -ino nae --his will- nneet-the-goal -of providing- g- ua;a,-,te^ed-- sastGmerbase-for retail uccs- inthe- laignway- husiaess sli tri t-a -'o .t -will provide more around the- ofas.1 lifeanel -vibr agcy- to- thearea- hy- orcating -pedestrian and-residential-span Type' Size of�Retail', Establishment •Mitigation Required: New building, conversion to 0- 30,000 square feet $0 with no penalties and no fees retail or expansion of existing single or cumulative development (see §6.2) New building, conversion to 30.001+ square feet single $5 /sf for entire footprint of retail, or expansion or cumulative (see §6.2) establishment or cumulative building(s). Existing grocery stores (stores in which non -food items do not exceed 20,000 square feet) pay only for the footprint of the expansion area. Expansion of an existing establishment(s), other than grocery stores, for which payment has been made previously, pay only for the expansion area _O 1 OR B:Provide a one -time payment -in -lieu to the City for retail mitigation shall be made in accordance with: OThe Planning Board may issue a special permit to allow expansion of existing businesses to pay only the fee for the portion of the expansion that exceeds 30,000 square feet if the building comes closer to conforming with dimensional zoning requirements then in effect. Such payment —in -lieu enables the City to create vitality within the business district through expenditures that foster economic development providing increased customer base and safe pedestrian space that would not otherwise be provided through construction of single story, single use building. Payment -in -lieu shall be used by the City for activities that have direct or indirect economic development benefits. The Office of Planning Development shall review the payment -in -lieu fee on an annual basis and shall submit a report to the Planning Board with any recommendations on changes that should be made to the fee based upon market costs /demands. Fees paid to the City of Northampton, in -lieu of retail mitigation, shall be deposited into an Economic Development Reserve Account. The distribution of funds for any projects shall only occur after a vote of approval from the Mayor and City Council. Requests to appropriate funds out of the Reserve Account shall be filed with the City Council and referred to the Office of Planning and Development, Planning Board and Mayor's Office, which shall have 60 days to forward their comments and recommendations before a City Council vote of the appropriation is taken. The goal will be to appropriate the use of these funds within five years, to the extent practicable. In City Council, May 2, 2 0 0 2 Rules sus end, d, passed two reading, ordained •nd enrolled. Attest: 't`y Clerk Approved: Mary Clare Higgins ,Mayor A true c Attest: I Clerk AMENDMENT 9 In the Year UPON THE RECOMMENDATION OF Section 6 -2 HB District All other use Principal Use Liar NartlIamptun Rules sus Attest: Area Approved: MASSACHUSETTS Councilors Bleiman, Dwight Ghiselin Frontage Minimum Required Lot Two Thousand Two ORDINANCE An .Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section Append A §6.0 of said Code; providing that Create maximum setback for single story retail establishments over 10,000 square feet Be it ordained by the City Council of the City of Northampton, in City Council 'assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 6.2 §6.2 Amend the table of dimensional regulations for Highway Business Section of 6.2 as shown below. No other changes to this section} Depth 20,000 120 140 In City Council, May 2, 2 0 0 2 passed two reading 0 A true cxEllp Attest. �r Minimum Setback Front Mary Clare Higgins •:•For retail uses above 10,000 square feet, the maximum setback is fifty five(55) feet within which no more than one row of parking is allowed. The Planning Board may issue a special permit to allow existing buildings with 75' or greater setback to maintain a maximum setback of 75 feet within which no more than 1 row of parking and no more than 42' of asphalt may be created if the Board determines that exceptional circumstances exist. Side 10 10 20 rolled. Clerk ,Mayor Clerk Amended 2/28/02 Rear Maximum Minimum Building Open Height Space 35 30% 10 In the Year UPON THE RECOMMENDATION OF Lzfv of XottlIamptiou MASSACHUSETTS ORDINANCE Rules sus Attest: TwQ Th.4t!SP!ld. One Councilors William Dwight Alex Ghiselin An Ordinance of the City of Northampton, Massachusetts, providing that the Code of Ordinances, City of Northampton, Massachusetts, be amended by revising section of said Code; providing that Appendix- •A §5.2 reta+4- establishments• over- 804000•squar-e•feet•shail be-prohibited Be it ordained by the City Council of the City of Northampton, in City Council assembled, as follows Section 1. That section of the Code of Ordinances of the City of Northampton, Mas- sachusetts, be amended so that such section shall read as follows "Section Section 5.2 §5.2 Amend table of use regulations within the category of Retail and Commercial Uses as follows: Amend subsection B of Retail and Personal Service to read "10,000 to 90,000 square feet Add new subsection in alphabetical order to read: "Over 90,000 square feet of footprint for single establishment {not to be allowed in any district} No other changes to this section. In City Council, May 2, 2002 d, passed two reading rdained Approved: Mary Clare Higgins Amended 2/28/02 d g, rolled. 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A 14 Li t,\ 4.* =tItr, VikkOZ*7-47arsifaVif 4 je 1 1 t, r• 0 1. 4 fP441 :A.”) V 4 ;,7 RETAIL TENANT SITE CRITERIA Land Building Ratios March 2002 Ames Department Stores, Inc 10 Acres for 65,000 sf to 80,000 sf Best Buy Co, Inc. 5.5 Acres for 45,000 sf (400,000 population) 3.5 Acres for 30,000 sf (250,000 population) BJ's Wholesale Club, Inc 12 to 15 Acres for 115,000 sf CVS Corp. 1.75 Acres (77,000 sf) for 10,880 sf National Amusements (Showcase Cinemas) 15 Acres for 15 Screens (50,000 sf to 70,000 sf) OfficeMax, Inc. 80,000 sf (1.8 Ac) for 20,000 sf Petco Animal Supplies, Inc 65,000 sf (1.5 Ac) for 17,500 sf Staples, Inc 2 to 2.5 Acres for 20,400 sf Toys `R' Us, Inc 5 Acres for 50,000 sf Tweeter Home Entertainment Group, Inc 1.2 Acres for 8,500 sf Target Stores, Inc 15 to 20 Acres for 90,000 sf to 123,000 sf N grz a rrIt I n aao F fN Y C-C•fv•KC:4 ILD Y \o/ LNIT-fr,t ago 1. 4e) _It i d ok, WiAlONT. k..._.- ........--t A t t A at, ,,t, A 4• r n J, -,2 4 1 ^,.....,.•••:„4..,, r'••' 1 f'.:,..,.:,.:::,--- A Y c;..-.4. :7Zr- c..... ,,,,,•At.. 4 1 f C 1 4,.,.: ‘...r'; ..1P ...-i'lt, ,i' ':..,i r ;_'-',...„,*?_-i-, 'F'• ',1 ';',"r.r' 7 ..4,..:ler 2 ,:r.4 .e..;;:r:';',.., %,„,....ON'T• N!!,,V*4 4 --E gn, I •T' :"•1‹. ,•'r•tYke, .3y1.rx.•; `ti''''.1-4:-'S.;'' %,::..i.;--44,-',.J'::,,,,..:•':,;:.•.•-•-..,,,-2,1a.:07.f.e7,4•_•:1•AE",--4,"'...,-,A.,- ....,f;Z.,. :so, :Agigft)t... :;......;..,-;,-,..zu: ....y74,11 .....,,,..,:.-,..g,„,,• =AT 1.4 1. 1 •\7 m Al, ‘2.74)13.-1, f•Or,"..., A 11.PC VA 't "•P' ;;Iltti 1 Pf, ..T.i.ZQELL&T.V_ L! r-4 Wisi r 1.:5*. 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Nn, 1 re e...:^ ,.,.,y,.'••':?,"'",'=:X,■-,,,h.4V.A, ,,d,' ..4.7.. .,,,,,%,4 ,.7,.,'-',.k.'1,..,,, xe;e1":"..:.s:,; f,:r n;. rt '4 ?rIA ..*tii.ile.:7:F.T.' :14A:t: .7 ,,,,,c '7' ;.ttit r- t.... clgrh-.. .„o•••••••,..i ,77- .„,,4.„..t.,-...T.,-7‘4 .....y•t•:' 44:;•115.M ••••2:;;;;;PY,..1...• FikiZ■ itsa .1 0 •!`"7.:•• 7s:: A •••-•1 -.4...,,lico- ,z ;,4.•,,:yitti%.,:x.41Fagres-,...,:':,'..,, „tx.a.:1”, l._. fr 7 7:77 ,XA J.. Mi J :1 11/1 GR(4 1 5k:g4"-1,A 1-■ Si.//t- '14 1130VDJ_ 0.1 4 4VP..t froji f/V47.M 4 77.7"-, 44\ X ri-Ig7 f 1 09 -4.4 Pg"- 1/ 1 ,--or, 413 T YPe Sz of Retail y E s t a bl is h me nt .1/1110' g atiOn Required s New building, conversion to retail or expansion of existing 0- 20,000 square feet single or cumulative development (see §6.2) $0 New building, conversion to retail, or expansion 20,001+ square feet single or cumulative (see §6.2) $5 /sf for entire footprint of establishment or cumulative building(s). Existing grocery stores (stores in which non -food items do not exceed 20,000 sf of gia) pay only for the footprint of the expansion area. Expansion of an existing establishment(s), other than grocery stores, for which payment has been made previously pays only for the expansion area. Development within Central Business District: Reduce Payment -in -lieu for parking mitigation in Downtown from $8 /sq.foot ($4,000 /space) to $4 /sq foot ($2,000 /space) All Payment -In -Lieu by right. Goal: encourage downtown development/redevelopment. OPTION A Proposed Permit Review for Retail over 10,000 sf in Highway Business District> 2— story building (min) with parking on side and rear only General Business District Densities with 0 min. lot size (vs. HB densities and 20,000 sf) >5% open Space (vs. 25% in HB) Site Plan Review only (vs. current Special permit and site plan) 9 0' Front/Side setbacks >20% reduction in parking for shared parking Meet large retail design standards (10,000 +square feet) Meet all other standard site plan review criteria Goal: encourage development of housing /or economic development in an ideal land use pattern that fosters human -scale building and utilizing land more efficiently. 1 AND City of Northampton 2/28/02 OR OPTION 31 1 If 80% of building frontage is placed along street frontage (at setback line) 5% open space required (vs 25% currently rqrd) as amended OPTION B2 OPTION B Proposed Permit Review for Retail over 10,000s.f: in Highway Business District> 1— story building 8,/or ail parking in front Standard HB zoning density /dimensions Special Permit with Site Plan Review Meet large retail design standards (10,000 +square feet) Allow removal of abandoned, 1- story retail establishments over 50,000 square feet 9 Maximum front yard setback of 55' Goal: accommodate market demands, encourage pedestrian scale development, provide housing and economic development benefits comparable to opportunities that exist downtown. Parking on side and rear with 80% building frontage along street: 15% open space required (vs 25% currently reqrd) Special Permit Requirements OPTION B3 1. Provide .85 square feet of on or off -site affordable housing units for each square foot created by the retail development (e.g. 100,000 square feet of retail would require 85,000 square feet of affordable units.) OR 2. Payment -in -lieu for retail mitigation at $5 /sq.ft (compared to the $4 /sq.ft in Central Business) to be used for economic development] Mandatory Tye 0' front ;CI inarice setbacks UVhere Northampton Central Business, Portland, OR; Boulder, CO; Baltimore County, MD etc.; Incentive Zoning Multiple states Encourages desired development including MA patterns by proposing density (Cambridge, Boston, height and build -out bonuses Northampton) Design Requirements for large retailers: second story and other bldg materials "main street style CA, CO, Baltimore Cnty MD; OR, Columbus Ohio etc. Economic Impact Mitigation /Review Cape Cod, MA For Developments of Regional Impact (retail over 10,000sf) Looks at affordable housing for employees of proposed development, Salary/benefits, opportunities for local workers, impact to existing businesses. NY State (Lake Placid, NY- review of consistency with Ithaca etc), Napa CA; community character Concord CA, Wilton, CT; Santa Cruz, CA Prevents displacement of local Palm Springs, FLA businesses. Payment -in -lieu and /or Impact Fees (exactions also used) Multiple state (-39) Widely applied in CA, FLA, WA Affordable Housing Linkage Requirements Boston and San Specified new commercial Francisco development required to provide or pay -in -lieu. Proposed Ordinances relating to Retail Development Greater than 10,000 Square Feet What Other Communities are Doing: State Average Wage 44,329 ($22/hr)❖ Northampton Average Wage Example midpoint Salaries for*: Public school teachers Police/Fire Bank teller Restaurant dishwasher 29,345 ($15/hr) $39,800 $30,500 $25,151 $19,500 This standard met if: Average salaries range between $15,000 $17,000 /yr (2 empldyees at $5- $10/hr, 1 employee at $15/hr) Development within Central Business District: Reduce Payment -in -lieu for parking mitigation in Downtown from $8 /sq.foot ($4,000 /space) to $4 /sq foot ($2,000 /space) All Payment -In -Lieu by right. Goal: encourage downtown development/redevelopment. Affordable For Sale Unit (single family) $100 120,000 Affordable Rental $600 /month 2Bedroom NH median single family home sale $144,000 Salary required to afford median housing cost $55,158 Proposed Permit Review for Retail over 10,000 sf in Highway Business District> 2— story building (min) with parking on side and rear only General Business District Densities with 0 min. lot size (vs. HB densities and 20,000 sf) 5% open Space (vs. 25% in HB) Site Plan Review only (vs. current Special permit and site plan) 0' Front/Side setbacks D 20% reduction in parking for shared parking Meet large retail design standards (10,000 +square feet) Meet all other standard site plan review criteria Goal: encourage development of housing /or economic development in an ideal land use pattern that fosters human-scale building and utilizing land more efficiently. 1 AND n >Applies to new construction and substantial improvements +Average annual wage as defined by Dept of Employment Training for 2000 NH Housing Affordability Survey 5/2000 1 ❖Floor Amendment: If 80% of building frontage is placed along street frontage (at setback line) 5% open space required (vs 25% currently rqrd) this requires an amendment OR Proposed Permit Review for Retail over 10,000s.f: in Highway Business District> 1— story building /or all parking in front Standard HB zoning density /dimensions Special Permit with Site Plan Review Meet large retail design standards (10,000 +square feet) D Removal of abandoned, 1- story retail establishments over 50,000 square feet Goal: accommodate market demands, encourage pedestrian scale development, provide housing and economic development benefits comparable to opportunities that exist downtown. Parking on side and rear with 80% building frontage along street: 15% open space required (vs 25% currently reqrd) Special Permit Requirements Existing Buildings <10, 000sf have 1 -time exemption for up to 50% expansion of one principal building (includes demo /recons)if use remains same. l 1. Provide on or off site affordable housing (e.g. for family of three making 80% of Northampton median income): 2. Provide economic development of one job for every 2 persons making <$29,345/year ($15/hour) OR 3. Payment -in -lieu for retail mitigation at $5 /sq.ft (compared to the $4 /sq.ft in Central Business) to be used for citywide market/ED analysis, economic development, or affordable housing [possible amendment to specify 50% of funds to be used for each category] OR 4. Provide detailed study showing no impact. [or drop this option through amendment) Smart Growth on King Street will be a Win for Northampton... Example of smart growth: Plan fora new street -side Home Depot with professional offices, residential space, and small businesses, Portland Oregon USA, Lennertz Coyle Assoc. New zoning in will encourage responsible development on King Street, with pedestrian-accessible, multi story, mixed -use buildings near the street and parking in back... or we could see an explosion of big box sprawl and traffic. The Cit y Council vote is very close. Your input can make a difference. Tell our City Councilors to vote for smart growth ordinances 1 -8 Attend final p ublic hearing on Feb 28, 7:00 pm, City Council Chambers Get info at www.northamptonplanning.org or call sponsors below If the smart growth ordinances don't pass, Northampton could see a lot more big box sprawl... and soon. Councilors at Large: Michael Bardsley and James Dostal; Ward 1: Bill Dwight (584- 2814); Ward 2: Frances Volkmann; Ward 3: Maria Tymoczko; Ward 4: Rita Bleiman (586- 4504); Ward 5: A lex Ghiselin 586- 1849); Ward 6: Marianne LaBarge; Ward 7: Raymond LaBarge. Ordinance sponsors are bold. PLANNING AND DEVELOPMENT CITY OF NO i'THPTON To: City Council Ordinance Committee and Planning Board City Hall 2x o Main Street, Room i 1 Northampton, MA o x o6o -3198 (413)587-L266 Fax: 587 -1264 Wayne Feiden Director p[ anning @nort[bamptonp[anning.org www.northamptonplanning.org Memorandum From: Wayne Feiden, AICP, Director of Planning and Development 587- 1265orfeiden (cnorthamptonpianninq.orri) and Carolyn Misch, Senior Land Use Planner Date: Wednesday, Jan a"' ry 23, 2002 Proposed zoning changes: Retail Standards and related changes Date Action Referred from City Council 11/15/01 to Ordinance and Planning Board Chamber Economic Development Com. 10/18 /01 11/16 /01 discussions Legal notice and posting 11/21 11/29/2001 City Council Ordinance Committee informal review 12/10/01 Request three changes (see table) Ordinance Committee informal review 12/11/01 discussion. Housing Partnership Planning Subcommittee 1/ 15/02 Recommend in favor (ordinances 1 -9), while supporting future restrictions (unanimous vote) Ordinance /Planning Board Public Hearing 12/13/01 and 1/24/2002 Planning Board recommendation Ordinance Committee recommendation Deadline for final City Council action This package of nine zoning ordinances, plus one alternative approach, creates a vision for the future of King Street. This vision is designed to implement Northampton Vision 2020 and most of the comments received during the City's December King Street visioning workshop: This vision Includes improving walkability of King Street and the ability of buildings to frame the street, while acknowledging that the majority of trips on King Street will continue to be by automobile. The vision also includes maintaining or expanding a wide range of retail opportunities, while expanding the opportunity for additional offices and housing to be built on King Street. This package of zoning changes will significantly decrease the regulatory burden on developers who build buildings consistent with this vision. For these developers, open space requirements and setbacks will be dramatically reduced, parking requirements will be reduced somewhat, and fewer special permits will be required. Developers creating development at odds with this vision will find some new regulatory burdens, specifically a maximum setback requirement and tougher site plan review standards, and a requirement to mitigate the impact of low wage jobs on the housing market. Janet Sheppard, the City Solicitor, has determined that the "in- lieu -of" fee for affordable housing and economic development is a valid fee. This is a voluntary fee, which is only applied to those developments which are not built with two stories up to the front property boundary, and will be used to mitigate the housing and economic development impacts of those projects. The Northampton Housing Partnership, by unanimous vote at their 1/15/2002 meeting: 1. Supports and applauds the consideration of affordable housing in the planning process; 2. Endorses the proposed ordinance as a great improvement over the present situation and endorses strongly the incorporation of affordable housing where mitigation is called for 3. Found, however, that large retail development has a significant impact on the affordable housing needs of our community and the Northampton Housing Partnership would supportfurther restrictions on large retail development. planning hoard conservation commission zoning hoard of appeals housing partnership redevelopment authority northarnpton GIS economic development communitYJ development historic district commission historical commission central business architecture originai prim ted recycied Table of Proposed Amenaments to urainances Am endme nt Rec ended a ,�44, X Purpo 1. Buildings over 10,000 sf that have 80% of their building facade built up to and along the public street frontage at the minimum 10' setback will obtain a density bonus allowing 95% building coverage. Merger of rows in §6.2. Staff Promotes better use of land and creates environment that encourages access by foot, bicycle and bus. 2. Eliminate option for developer to provide economic development based on wages. City Council Industrial Affairs Committee Extremely difficult to track this provision for the long term. 3. Eliminate option for providing detailed economic impact study. City Council Industrial Affairs Committee Difficult to quantify impacts. 4. Amend payment -in -lieu provision by creating a graduated fee schedule and merger of establishments Increased fee for very large boxes City Council Industrial Affairs Committee Ordinance Comm. Encourages expansion of existing businesses and more evenly distributes payment -in- lieu options. 5. Amend housing options to tie to square footage instead of wages Comments from Industrial Affairs and Ordinance Committee Hard to track wages and is consistent with State Hospital approach 6. Correct typographic error in substantial improvements and add severability clause. No change to inconsistencies in nlarPPAti(19, 101;WAPY :nmmi,esion Inning board of appeals housing Staff and comments from reviewers partnership redevelopmentauthori:y Clean up language northampton T� City Council PLANNING AND DEVELOPMENT CITY OF NORTHAMPTON City Half 21 o Main Street, Room 1 1 Northampton, MA o 1060 -3198 (413) 587-1266 Fax: 587-1264 Wa9 ne Feiden, Director p fanning @northamp ton pia nning.org www.northamptonp anning.org Memorandum From: Wayne Feiden, AICP, Director of Planning and Development 587- 1265 orfeiden na northamptonplanninq.orq) and Carolyn Misch, Senior Land Use Planner Date: Thursday, December 13, 2001 Proposed zoning changes: Retail Standards and related changes, including substantial improvement Date Action Referred from City Council 11/15/01 to Ordinance and Planning Board Housing Partnership Planning Subcommittee 11/ /01 Recommend in favor Chamber Economic Development Com. 10/18 /01 11/16 /01 discussions Legal notice and posting 11/21 11/29/2001 City Council Ordinance Committee informal review12/10 /01 Request three changes (see table) Ordinance Committee inforrnal review 12/11/01 discussion Ordinance /Planning Board Public Hearing 12/13/01 Planning Board recommendation Ordinance Committee recommendation Deadline for final City Council action 1 economic development community development historic district commission bistorica( commission central business architecture original prin tedon recycled paper «Adj of 3. P 3 4. PLANNING AND DEVELOPMENT CITY OF NORTHAMPTON City Hall 21 o Main Street, Room I I Northampton, MA o 1 o6o -3198 (413)587-1266 Fax: 5 87 -1264 Wayne Feiden, Director planning @northamptonplanning.org www.northamptonplanning.org OFFICIAL MEETING NOTICE NORTHAMPTON PLANNING BOARD DATE: December 13, 2001 TIME: 6:00 P.M. PLACE: Council Chambers, Puchalski Municipal Building, 212 Main Street, Northampton. Carolyn Misc1, Senior Land Use Planner/ Permits Manager NORTHAMPTON PLANNING BOARD AND CITY COUNCIL ORDINANCE COMMITTEE The N t amp o P HEARING and and City Council Ordinance Committee will hold a joint Public Hearing on Thursday, December 13, 2001 at 7:00 P.M, in Council Chambers, Wallace J. Puchalski Municipal Building, 212 Main Street, Northampton, to consider nine proposed zoning changes for large retail developments over 10,000 square feet including: 1. Reducing open space and dimensional requirements for retail buildings that are 2 or more stories with parking on the side and rear in Highway Business; 2. Reducing the parking payment -in -lieu i fee by .50% for development in Central Business; 3. Requiring payment -in -lieu of mitiga- tion, or provision of affordable housing, or f economic development for one -story retail structures greater than 10,000 sf; 4. Clarifying permit requirements for shared parking in Highway Business; 5. Removal of abandoned retail struc- tures over 50,000 sf; 6. As an alternative to the above, prohibit retail establishments over 20,000 square feet; 7. Changing definitions to retail and personal services, substantial improve- ments, and automotive repair stations. Nov 21, 29 AGENDA 1. 6:00 P.M. Public Forum to discuss land use and planning design issues along'; the King Street Corridor from Main Street to the Hatfield town line. «Joint Public Hearing with the City Council Ordinance Committee» 2. 7:00 P.M. Joint Public Hearing with the City Council Ordinance Committee to consider nine zoning changes for large retail developments over 10,000 square feet. rent Public Hearing. Resume Regular Planning Board Meeting.» y Dickinson Hospital, Inc. for a Site Plan (major e Zoning Ordinance to, construct a new 8,962 fox, a new MRI facility for property located at as Assessor's Map 23B, Parcel 46. DU WILL BE UNABLE TO ATTEND. planning board conservation commission zoning board of appeals housing partnership redevelopment authorit, northampton GIS economic development community development historic district commission historica[commission central business architecture original printed on recycled paper