WESTFIELD STATE UNIVERSITY Exploring Floor Area Ratio Town of Bedford Alex Herchenreder 4/28/2015 Introduction Project Brief Literature Review Methodology Data Analysis Recommendations Bibliography 1 Herchenreder Introduction This paper will examine why Floor Area Ratio is this important. In addition the application of the concept in relation to data gathered from the Town of Bedford will be completed. Floor Area Ratio is an important concept that Planners should understand as well as its associated requirements/restrictions that are used in conjunction to best shape the structure being created. The overarching theme is to promote economic development in the Town of Bedford. To have steps taken to achieve this goal is to explore what Floor Area Ratio is and how it relates to other parcel data as well as gather valuable data that can be utilized later by the planners to better understand how these sample parcels are structured and a better decision can be made on how to update the zoning in these areas to better suit new development. Goals: To achieve the goals laid out in the project description given to me by the town planners of Bedford and in addition will do the following. Gather Data about the sites given in the sample and organize into spreadsheet Take Data and analyze against required guidelines meaning FAR, Landscape/Pervious Land, Coverage, & Parking Requirements. Conclusions can be made and then compile into a final report which will be used to better update zoning laws in Industrial & Commercial Zoned Districts. Make Recommendations to the Planning Office based on analysis completed. Locus Map 2 Herchenreder - Location of Bedford, MA Project Brief The project brief that was given from the Town of Bedford Planning Department is as following: The Planning Board is in the process of reviewing the zoning that applies to the main industrial/economic areas of Bedford, primarily for economic development reasons, i.e. to strengthen the property tax base which helps to support local services. We already created a new bylaw replacing the existing Industrial Mixed Use special permit, which was passed at special town meeting on November 6, 2014. The next phase relates to the base zoning. One thing we are looking at is the existing set of land uses in the areas being studied to see how they might be clarified or adjusted to be more up to date. Equally important, we will explore adjustments to various zoning dimensional rules, density and parking regulations and wish to gauge their likely effects, including aesthetic and operational aspects of site design. There may be opportunities at the same time to rationalize the pattern of zoning districts. The Board is also conscious of traffic congestion as a major issue in town and therefore sees a need to connect any intensification of development with efforts to manage transportation demand, ideally with regional cooperation. Therefore this is a second area of research with which we will welcome help. The Planning staff will assist the student in placing this research and data gathering into a larger and more historic planning context for purposes of his senior project. 3 Herchenreder A. Work relating to zoning amendments for industrial/ economic districts 1. Background regulatory documents: Please familiarize yourself with the following, and ask if there are any terms you don’t understand: a. Zoning dimensional regulations –Table II from Bedford Zoning Bylaw (attached). The zoning districts we are concerned with are Industrial B, Industrial Park A, Industrial C, Commercial and General Business. b. Zoning Map – available on Bedford website www.bedfordma.gov – from homepage, pick GIS link (on left) and scroll down list of maps to the last one. c. Zoning Bylaw Section 7.4 – Parking Regulations (note general intentions and how it specifies number of parking spaces for various uses) – available on Town website, go to Planning Department page and see last item under Links. d. 2. Reconnaissance: review of work done so far: Please look through the following work produced by Patrick Burns, former intern, which gathers and analyzes data for the 3 geographic areas we are interested in (Route 3 Corridor, Wiggins Avenue and Depot Area. This work mainly uses zoning, Assessor’s (property tax) records and GIS ‘Property Finder’ maps: a. Maps of the 3 study areas, marked on extracts from Zoning Map (attached). (Wiggins Ave and Depot Area are on one map, Route 3 corridor on the other) b. Excel spreadsheets of data for each of the 3 areas (attached – file names including “Dimensional Data OFFICIAL”). c. Tables for each of the 3 areas (attached - names including “comparative”), showing median, max and min parcel dimensions compared to zoning requirements. d. Key to relevant 3 digit Land Use Codes from Assessor’s property type classification (attached), to interpret this column in the spreadsheets. There is also a set of spreadsheets highlighting non-conforming properties based on the above information, produced by Catherine Perry, Assistant Planner (These are usually properties that were built under earlier zoning rules and are allowed to continue): e. Excel spreadsheets with names including “non-conforming dimensions” (attached). Various briefing notes have already been produced for Planning Board discussions. These include ones discussing height in the Route 3 area and parking generally: f. Documents: “Notes on height in the Route 3 employment area” and “Comparative parking requirements” (attached). 3. New research tasks: 4 Herchenreder i. Take highlighted data from Institution of Transportation Engineers Report “Parking Generation” for 5 relevant categories of use (supplied - attached), and put it into a table in a Word document. The uses can be the rows and the 2 types of statistic - Average Peak Period Parking Demand and 85th Percentile - can be the columns. Give it a title. ii. Using the Town of Bedford’s online GIS ‘Property Finder’ maps, gather information on existing numbers of parking spaces, by property. The zoomed-in maps show marked spaces. It may not be realistic to cover the whole of the 3 areas; in that case, try to cover a representative sample of properties from each area (in terms of property sizes, apparent densities, zoning districts etc)., and favor conforming over non-conforming ones. Copy each of the 3 “Dimensional Data OFFICIAL” spreadsheets, giving them a new name, and add a column for “Existing parking”, with your data. Make notes of any questions or unusual situations (these can be footnotes). iii. Using Google street maps/ Google earth, do some visual checking of our height data in terms of number of stories. For the main spreadsheet column “Ht.(stories)”, only stories that are fully above ground should be counted, but it would be useful to have a separate note or column identifying situations where there are more stories on one side of a building on a slope, or what appears to be an occupied basement level that is only slightly below grade. Be sure to note anything that looks like more than 3 stories. Where there are several buildings on one lot (e.g. some business parks on Crosby Drive), it would be useful to have the height of each building; you could list them in a group of cells in a different area of the spreadsheet, or describe them in a footnote. iv. To test the impacts of allowing more density in the town’s industrial areas, take two or three “typical” property parcels (preferably ones in different zoning districts, that conform to zoning but are fairly fully developed, and don’t contain wetlands which would constrain development) and examine what might happen on site in response to changes in the rules allowing more height, floor area and parking in consistent combinations. For example: Increase maximum height to 5 stories but keep maximum Floor Area Ratio (FAR) as it is now (buildings could be replaced with narrower, taller ones freeing up space for landscaping etc.) Increase maximum FAR to .45 or some other allowed floor area designated by staff, with corresponding increase in parking (under existing parking regulations) but no change in maximum height (does this cause a space squeeze, suggesting a need for either a reduction in the minimum lot landscaping requirement or structured parking to fit everything on the property?) Increase maximum FAR to .45 and increase office parking requirement to 3.5 spaces per 1000 square feet and increase maximum height to 4 stories (there may be a choice of site design approaches) 5 Herchenreder You are free to choose how to illustrate, and in what depth to examine, these scenarios. We know that the area of landscaping is difficult to measure, so rough estimates will suffice. v. Assist staff in documenting the land use/ development types that make up each of the study areas, considering different ways of categorizing land uses, occupancy and structures, and potentially drawing on several sources of information including Assessor’s property records and data collected by the Town’s Economic Development Coordinator. Literature Review Zoning Zoning is a complex set of rules and regulations that provide structure to governing bodies which will control physical development of land and the requested use for that land. The laws will help weed out new or changes to existing developments that could be incompatible or damaging in relation to the existing built/natural environment. Having these laws and regulations in place will provide developers with regulations on dimensions for the lot in question such as setback from the street backset from the next parcel of land, etc. Some parcels of land will have special regulations in relation to the natural or historical environment that will limit what and where can built on said parcel. (Wikipedia 2014) Types of Zoning “Incentive Zoning” among many other types of Zoning is exactly as it sounds. The type of Zoning will give incentive to the developer to observe the guidelines and goals of the community while giving some ground on the proposed project. The developer will give the community some amenity to benefit the greater good with more encouragement from the town planning board for completion of the project. Typically a density bonus is given on the property. Allowing a Density Bonus does provide a positive outcome for both the community and the developer a similar if not better result could be achieved by simply having better zoning standards instead of providing the carrot on a stick for investors coming into the community to bring new business. (Wiley & Sons 2006) Floor Area Ratio 6 Herchenreder Density can be viewed as a give and take aspect of planning. Meaning one could give a bonus/incentive to developers but at the same time planners can use density as a regulatory tool. “Density Controls are a good example, they have a fundamental impact= technical, social, economic, even visual, and yet they allow a great diversity of form. The most effective way of expressing a density limit is the floor area ratio that is the total floor area of the building (adding all floor levels) divided by the ground area of the plot. Such ratios may run from 0.1 for very open areas, to as much as 20.0 for very dense areas, and have distinct services…” (Lynch, 1984) “”build a one story building. Let it cover 40 percent of the ground. That leaves 60 percent of the land to be covered with a simple parking lot. No grass or tress or sidewalks…which explain why an awful lot of cheap development looks the way it does.”” – Edge City, Joel Garreau (Shoup 2005) A phenomenon that is all across America that many developers will build said parcel as cheaply as possible and turn and burn for a profit. Taking these eyesores, applying a concept such as Floor Area Ratio or Building Coverage Ratio will make people think about how they could better utilize their property. Typically Floor Area Ratio is used by Developers, Designers, Real Estate Agents, and Planners to regulate the above ground mass of a building that is a dimensional regulation usually combined with lot size requirements, setbacks, height/story limits, maximum lot coverage, and open space/natural space requirements. This tool is a flexible regulation when building because having a given ratio, developers could have a design that takes up most of the lot; but another design that could take up a portion of the lot with a height increase for example and it would have the same ratio. Density Bonus is related to the amount of development in a given area which then would include an increase usually represented as a Floor Area Ratio (FAR) value. To calculate this value is the total floor area of all buildings/structures on said zoned property divided by the total square footage. The maximum allowable FAR value is multiplied by total lot area to determine the total built square footage/total floor area of a building allowed on that site. To receive a bonus a development could increase height of the building in exchange for creating more green space or public space. The developers will gain a potential return on investment while the community can better utilize the space. (Wiley & Sons 2006) Floor Area Ratio is a positive tool that excels at providing guidelines to professionals in which to create structures that will work cohesively in the built environment. Depending on the zoning regulations for the particular parcel FAR can allow developers to create a building that could be any number of stories within the set limits by the zoning bylaws or be one story that is within 7 Herchenreder the limits of other regulations such as setback & backlot etc. Essentially FAR gives some flexibility when combined with other dimensional tools. Minimum FAR will suppress a building’s density whereas a Maximum or Large FAR will allow for more density. The Minimum and Maximum Limits provide guidelines to developers/designers in order to contain the building size and other dimensions. Each Town and City will have its own guidelines/regulations of Floor Area Ratio; will have these regulations based on each zoning district. The minimum and maximum limits on FAR boost its strength as a regulatory tool for planners. Cites will have many people interacting in a small area; these close quarters will bring about negative externalities. Controlling the floor area ratio in many cities or highly developed areas that have been developed having a maximum ratio will allow for greater control over population density. These controls can reduce “various negative externalities: traffic congestion, public facilities congestion, noise, insufficient sunlight exposure, etc. The market equilibrium is not efficient with these externalities.” (Kono, 2008) Granted floor area ratio is not the “solve all problems” solution to these issues. It can really only control the building size market; this does have an effect on development because the construction has to work with the regulation in order to complete the project. “…the FAR regulation cannot adjust the population density directly. Actually, it can only control the total floor space of a building without controlling the per-capita floor space consumption.” (Kono 2009) The ratio cannot control or regulate the side effects of having the new development in the area such as increased traffic. Another potential problem with having FAR regulations in place would be in places where lot size regulations and FAR regulations are both present. “In Zones regulated by FAR, households can choose their optimal floor space in the regulated buildings, where as in the Zones regulated by lot size regulation, households cannot choose their optimal lot sizes….FAR regulations can only control the population density indirectly, whereas lot size regulation can directly control the population density.” (Kono, 2008) “In areas with low-zoning FAR most buildings are detached houses, and because little mixed land use is permitted by zoning environments are likely to be protected. But, if the allowable floor space is excessively restricted, households may be disadvantaged. On the other hand, if the limits on FAR are lax, landowners have more freedom to decide how to develop and how much floor space to provide: consequently...” (Gao et. al 2006) Essentially Xiaolu Gao is suggesting that minimum and maximum floor area ratios should be based on what is going to be placed in said zones. If commercial buildings are going to be the main stay in a particular zone then the FAR should match accordingly. 8 Herchenreder Floor Area Ratio is a great tool that provides planners with some data from the development or existing building with a quick value to see in relation to the zoning bylaws set in place if the building is correctly meeting the requirements set in place. This value that can be cross checked against the set limits previously established will allow planners to either accept the building project or reject it. The trick with the limits set, is that they could have been created many years ago when the town or city was changing in completely different way than say five or ten years in the future. Thus. “To achieve optimality at all times, FAR regulation should be adjusted continually or be reviewed periodically. Because planning requires looking into the future, forecasting of such a time path is unavoidable.” (Joshi, 2009) Methodology To achieve the goals laid out in the project description given to me by the town planners of Bedford I am to do the following. Gather Data about the sites given in the sample. Take Data and analyze against required guidelines meaning FAR, Landscape/Pervious Land, Coverage, & Parking Requirements. Conclusions can be made and then compile into a final report which will be used to better update zoning laws in Industrial & Commercial Zoned Districts. (See Zoning Map) Spending much time on the Town of Bedford’s GIS portal, data was found through the assessor’s card as well as the measurement tool function. This data was placed in an excel spreadsheet along with some information that was given by the planners at the office. (See Excel Table in Apendix) Some data that could have some discrepancies is the parking spaces, handicap spaces, building foot print, and lot area. The parking space & handicap spaces were not counted in person at the actual site thus there will be some error in this value. Building foot print and total lot area are both taken from the measure tool and will show some inconsistencies; assessor card information was not as complete in the GIS portal thus review of this data should be completed. After gathering data related to the sites given in the sample in order to gain some data that could be manipulated. Following steps in order to find out what the maximum square footage allowed by the given Floor Area Ratio, Parking, and Undeveloped land requirements. Total Lot Area Subtract Land under 30 or 50% Landscape/Undeveloped = Land area available for Surface Parking & Building Footprint Surface Parking: 9 Herchenreder Calculate Max Building Sq. Ft. by FAR (0.25/35/45) * Lot Area = Parking Lot Sq. Ft. Parking Lot Sq. Ft 1000 Then * 2.5 (Parking Space Requirement per 1000 Sq. Ft ((By Laws)) = Parking Spaces Required for Building Footprint Building Footprint: Calculate Max Building Sq. Ft. by FAR (0.25/35/45) * Lot Area -Parking Lot Sq. Ft = Lot area available for building footprint (Max Building Sq. Ft. under FAR) One could use this available square footage to make a decision on building size. A designer who was looking to create a new building using this information could use the maximum square footage allowed under the given requirements to create different combinations of height and foot print. Data Analysis Location 7 Oak Park 205 Burlington Road Floorprint @ FAR 0.25 Existing Parking Req. 40293 55406 FAR 0.35 " 24176 35461 FAR 0.45 " 8059 15517 Floorprint @ FAR 0.25 Parking Req. 3.5 FAR 0.35 "2 24175 35467 1612 7540 Height Restriction of 3 stories in Industrial and Industrial Park districts which will affect how the building footprint square footage can be manipulated. Both locations under the 2.5 parking space per 1000sqft requirement can allow for some change to be made at .25 and .35 FAR levels. Getting to the .45 FAR the building becomes somewhat small unless it will become a 1 story building. The footprint at the 3.5 parking spaces per 1000sqf will only work at the .25 FAR value and having a .35 or .45 required FAR would not yield a proper building size as well as in the .45 column the parking lot size assuming surface parking would be going over the allowed building footprint square footage. 10 Herchenreder FAR 0.45 "3 -20951 -20383 Conclusions: The height restriction of 3 stories in the Sampled Zoned Districts will not allow for the maximum amount of designs to be created. Yes going up more than 3 stories can create its own issues but it is a limiting factor in the analysis that could open up more options for design. In addition to the height restriction the 50% required landscape/ undeveloped land in the Industrial Zones is another constricting factor that is in the process of being changed. If this was reduced to 30% this would allow for more space for parking/building footprint. Further analysis should be completed on why on some sites there are excess parking spots and why this was not addressed when creating the site. Extra parking is not a bad thing but it will take away from space that could be used for the building foot print or to help boost the amount of square footage that encompasses the undeveloped/landscape requirement. Some thoughts for the future are that more time to allow for more scenarios to be such as reducing the parking requirements to say 1.5 per 1000 sq. ft. or allowing for the reduced undeveloped land percentage. I would also like to try out all the calculations for all sites in order to have some idea about how the square footage for each site to manipulate and possibly create new building designs that could bring in more developers/investors to the town. More time would be necessary to continue process outlined in the methods section to go through all the variations (ex. Existing height to 5 stories or reduce undeveloped requirement to 30%) 11 Herchenreder Bibliography “Amending the Zoning Ordinance” APA. October 1958. Accessed March 4, 2015 https://www.planning.org/pas/at60/report115.htm “Density” APA Quick Notes 2006 John Wiley & Sons, Inc. Accessed March 15, 2015 https://www.planning.org/pas/quicknotes/pdf/QN12.pdf “Department of Housing & Community Development Adopting and Amending Zoning Bylaws”.Common Wealth of Massachusetts. November 30, 2009. Accessed March 4, 2015 http://www.mass.gov/hed/docs/dhcd/cd/zoning/adoptingamending.pdf “Department of Housing & Community Development Zoning Act Mass General Laws Chapter 40A”. Common Wealth of Massachusetts. November 30, 2009. Accessed March 4, 2015 http://www.mass.gov/hed/docs/dhcd/cd/zoning/zoningact.pdf Gao. Xiaolu, Asami, Yasushi. Katsumata, Wataru. "Evaluating Land Use Restrictions Concerning the Floor Area Ratio of Lots." Environment and Planning C: Government and Policy. (2006): 515-532. Kono, Tatushito, Kusum Joshi, Kirti, Morita Yuichi. “Floor Area Ratio and Urban Boundary Regulation in Monocentric Cities with Traffic Congestion” Tohoku University Kono, Tatsuhito, Takayuki Kaneko, and Hisa Morisugi. "Necessity of Minimum Floor Area Ratio Regulation: A Second-Best Policy." Annual of Regional Science. October (2008). Kusum Joshi, Kirti, and Tatsuhito Kono. "Optimitzation of Floor Area Ratio Regulation in a Growing City." Regional Science and Urban Economics. (2009): 502-511. “Planning Implementation Tools: Overlay Zoning”. Center for Land Use Education. November,2005 Accessed March 4, 2015 ftp://ftp.wi.gov/doa/public/comprehensiveplans/ImplementationToolkit/Documents/OverlayZ oning.pdf 12 Herchenreder Lynch, Kevin. Site Planning. Camebridge: MIT Press, 1984. Shoup, Donald. The High Cost of Parking. Chicago, Illinois: American Planning Association, 2005. “Town of Bedford Zoning Bylaws” Common Wealth of Massachusetts. Annual Town Meeting 2014. Accessed March 4, 2015 http://www.bedfordma.gov/sites/bedfordma/files/file/file/zoning_bylaws_2014.pdf "Zoning in the United States." Wikipedia. September 20, 2014. Accessed March 4, 2015. http://en.wikipedia.org/wiki/Zoning_in_the_United_States. 13 Herchenreder Appendix - Excel Table (Some overlapping due to large size) 14 Herchenreder - Zoning Map of Bedford for reference 15 Herchenreder