<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:x="urn:schemas-microsoft-com:office:excel" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Wingdings;
panose-1:5 0 0 0 0 0 0 0 0 0;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Verdana;
panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
{font-family:Aptos;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph
{mso-style-priority:34;
margin-top:0in;
margin-right:0in;
margin-bottom:0in;
margin-left:.5in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Aptos",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;
mso-ligatures:none;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:386883257;
mso-list-type:hybrid;
mso-list-template-ids:1158044950 67698689 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;}
@list l0:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l0:level4
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level5
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l0:level7
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level8
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l1
{mso-list-id:1592204974;
mso-list-template-ids:1954054032;}
@list l1:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:"Courier New";
mso-bidi-font-family:"Times New Roman";}
@list l1:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:1.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level4
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:2.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level5
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:2.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:3.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level7
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:3.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level8
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:4.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:4.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">Hi Samantha – I recently undertook a similar effort after finding that many developers encountering Inclusionary Zoning and seeking Affordable Housing Trust Fund support were unfamiliar with
LAUs. While the following documents are works in progress that will continue to be updated and improved, they may be helpful:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1"><span style="font-family:"Aptos",sans-serif">Inclusionary Zoning Guide and associated attachments (which includes LAU and AFHMP requirements) are on
<a href="https://www.worcesterma.gov/housing-neighborhood-development/inclusionary-zoning">
Inclusionary Zoning | City of Worcester</a><o:p></o:p></span></li><li class="MsoNormal" style="color:black;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1;background:white">
<span style="font-family:"Aptos",sans-serif"><a href="https://www.worcesterma.gov/housing-neighborhood-development/document-center/ahtf-inventory-marketing-lottery-req.pdf"><span style="color:#173D7A">Worcester Affordable Housing Trust Fund Subsidized Housing
Inventory, Marketing, and Lottery Requirements</span></a></span><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></li></ul>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<b><i><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#2F5496;mso-ligatures:standardcontextual">Jeanette R. Tozer, AICP
</span></i></b><i><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#2F5496;mso-ligatures:standardcontextual">(she, her)</span></i><i><span style="font-size:9.0pt;font-family:"Aptos",sans-serif;color:#2F5496;mso-ligatures:standardcontextual"><o:p></o:p></span></i></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<span style="font-size:9.0pt;font-family:"Verdana",sans-serif;mso-ligatures:standardcontextual">Affordable Housing Trust Fund Manager</span><span style="font-size:9.0pt;font-family:"Aptos",sans-serif;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<span style="font-size:9.0pt;font-family:"Verdana",sans-serif;mso-ligatures:standardcontextual">Executive Office of Economic Development</span><span style="font-size:9.0pt;font-family:"Aptos",sans-serif;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<span style="font-size:9.0pt;font-family:"Verdana",sans-serif;mso-ligatures:standardcontextual">City of Worcester | 455 Main Street, Worcester, MA 01608<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<span style="font-size:9.0pt;font-family:"Verdana",sans-serif;mso-ligatures:standardcontextual">P: 508-799-1400 x31438<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<span style="font-size:9.0pt;font-family:"Verdana",sans-serif;mso-ligatures:standardcontextual">E:
<span style="color:#2F5496"><a href="mailto:tozerj@worcesterma.gov"><span style="color:#2F5496">tozerj@worcesterma.gov</span></a>
<o:p></o:p></span></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-add-space:auto">
<span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#2F5496;mso-ligatures:standardcontextual"><a href="http://www.worcesterma.gov/housing-neighborhood-development/affordable-housing-trust-fund"><span style="color:#2F5496">www.worcesterma.gov</span></a><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> MassPlanners <massplanners-bounces@masscptc.org>
<b>On Behalf Of </b>Elliott, Samantha via MassPlanners<br>
<b>Sent:</b> Friday, June 13, 2025 12:10 PM<br>
<b>To:</b> massplanners@masscptc.org<br>
<b>Subject:</b> [Massplanners] LAU Checklist/Guide<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<table class="MsoNormalTable" border="1" cellpadding="0" align="left" style="background:yellow">
<tbody>
<tr>
<td style="padding:.75pt .75pt .75pt .75pt">
<p class="MsoNormal" style="mso-element:frame;mso-element-frame-hspace:2.25pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<b><span style="font-size:10.0pt;font-family:"Aptos",sans-serif;color:red">Caution:</span></b><span style="font-size:10.0pt;font-family:"Aptos",sans-serif;color:red">
</span><span style="font-size:10.0pt;font-family:"Aptos",sans-serif;color:black">This email came from outside the City of Worcester. Do not click on links or open attachments unless you are sure you recognize the sender and you know the contents are safe.</span><span style="font-size:12.0pt;font-family:"Aptos",sans-serif"><o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif"><br>
<br>
<br>
<o:p></o:p></span></p>
</div>
<p class="MsoNormal">Hi all,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am looking at putting together an inclusionary Zoning/LAU Checklist/Guide here in town but hoping to not reinvent the wheel. I have pulled existing info from MHP and the basic state docs, but I was curious if anyone out there had anything
they’re put together for smaller developers who haven’t done a development with IZ/LAUs before. We always refer them to a consultant, however I’d like something to help them understand the process that they can readily access online.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any guidance is appreciated. Have a great weekend all!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="531" style="width:398.0pt;border-collapse:collapse">
<tbody>
<tr style="height:15.0pt">
<td width="175" nowrap="" valign="bottom" style="width:131.0pt;padding:0in 5.4pt 0in 5.4pt;height:15.0pt">
<p class="MsoNormal"><b><span style="color:black">Samantha Elliott<o:p></o:p></span></b></p>
</td>
<td width="65" nowrap="" valign="bottom" style="width:49.0pt;padding:0in 5.4pt 0in 5.4pt;height:15.0pt">
</td>
<td width="291" nowrap="" valign="bottom" style="width:218.0pt;padding:0in 5.4pt 0in 5.4pt;height:15.0pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Office of Planning & Building<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:12.15pt">
<td width="175" nowrap="" valign="bottom" style="width:131.0pt;padding:0in 5.4pt 0in 5.4pt;height:12.15pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Planning Division Manager<o:p></o:p></span></p>
</td>
<td width="65" nowrap="" valign="bottom" style="width:49.0pt;padding:0in 5.4pt 0in 5.4pt;height:12.15pt">
</td>
<td width="291" nowrap="" valign="bottom" style="width:218.0pt;padding:0in 5.4pt 0in 5.4pt;height:12.15pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Town of Belmont<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:9.0pt">
<td width="175" nowrap="" valign="bottom" style="width:131.0pt;padding:0in 5.4pt 0in 5.4pt;height:9.0pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">617.933.2651<o:p></o:p></span></p>
</td>
<td width="65" nowrap="" valign="bottom" style="width:49.0pt;padding:0in 5.4pt 0in 5.4pt;height:9.0pt">
</td>
<td width="291" nowrap="" valign="bottom" style="width:218.0pt;padding:0in 5.4pt 0in 5.4pt;height:9.0pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">19 Moore St | Belmont, MA 02478<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:4.0pt">
<td width="175" nowrap="" valign="bottom" style="width:131.0pt;padding:0in 5.4pt 0in 5.4pt;height:4.0pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black"><a href="mailto:selliott@belmont-ma.gov">selliott@belmont-ma.gov</a><o:p></o:p></span></p>
</td>
<td width="65" nowrap="" valign="bottom" style="width:49.0pt;padding:0in 5.4pt 0in 5.4pt;height:4.0pt">
</td>
<td width="291" nowrap="" valign="bottom" style="width:218.0pt;padding:0in 5.4pt 0in 5.4pt;height:4.0pt">
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">belmont-ma.gov<o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><span style="color:white"><img border="0" width="350" height="100" style="width:3.6458in;height:1.0416in" id="Picture_x0020_1" src="cid:image001.png@01DBDC73.20582940"></span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>