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Sudbury City Zoning Code

ARTICLE 5000

Alternative Residential Regulations

[Added 9-12-2020 ATM by Art. 38]

5110 Purpose.

The purpose of cluster development is to maintain land use density limitations while encouraging the preservation of common land for conservation, agriculture, open space, and recreational use; to preserve historical or archeological resources; to protect existing or potential municipal water supplies; to protect the value of real property; to promote more suitable siting of buildings and better overall site planning; to promote better utilization of land in harmony with neighboring parcels, with its natural features and with the general intent of the Zoning Bylaw through a greater flexibility in design; and to allow more efficient provision of municipal services.

5120 Applicability.

The Planning Board may grant a special permit for a cluster development in Single Residence "A," Single Residence "C" and the Wayside Inn Historic Preservation Residential Zone Districts for single-family detached dwellings and accessory structures, subject to the provisions of this Section 5100.

5130 Standards.

The following standards shall apply to all cluster developments:
5131. 
Minimum tract size. Cluster developments shall be located upon a single tract, in common ownership with definite boundaries ascertainable from recorded deed or recorded plan, having an area of at least 10 acres and undivided by land of separate ownership or by a private or public right-of-way.
5132. 
Number of building lots permitted. The total number of building lots in a cluster development shall be no greater than the number of building lots that would otherwise be allowed in the district in which the land is located. For purposes of this section, "building lot" shall mean any lot found by the Planning Board, Board of Health and Conservation Commission, at the time of application, assuming compliance with the Zoning Bylaw, to be suitable for the construction thereon of residential dwelling units under the rules and regulations of the Town of Sudbury and the applicable laws of the Commonwealth of Massachusetts relating thereto. In making the determination of the number of allowable lots, the Board shall require that the applicant provide evidence, satisfactory to the Board, that the number of lots shown on the cluster development plan is no greater than the number of lots that could otherwise be developed. Such evidence shall include but not be limited to the materials specified in Subsection 5152 herein.
5133. 
Dimensional requirements. Where the requirements of this section differ from or conflict with the requirements of Article 2000, the requirements of this section shall prevail. The following minimum dimensional requirements shall be observed in all cluster developments:
District
A-RES
C-RES
WI
Minimum lot area
20,000 square feet
30,000 square feet
2 acres
Minimum frontage
50 feet
50 feet
50 feet
Average frontage (feet)
90
105
105
Minimum front yard setback (feet)
35
35
50
Minimum side yard setback (feet)
20
20
30
Minimum rear yard setback (feet)
30
30
30
Minimum lot width (feet)
(Lot perimeter ratio from Subsection 2641 shall not apply)
50
50
50
1
In instances where a tract overlaps Residence Zones "A," "C" or the Wayside Inn Historic Preservation Zone, the size and number of allowable lots shall be determined independently within each zone as follows: The minimum lot size in the cluster development shall be determined by multiplying the number of lots in Residence Zone "A" by 20,000 square feet, in Residence Zone "C" by 30,000 square feet and in the Wayside Inn Historic Preservation Zone by 2 acres, adding the areas and dividing by the total number of lots. The minimum area of any cluster development building lot which includes a special water resource area as defined in this paragraph shall be equal to that which would otherwise be allowed in the district in which it is located. For purposes of this section, "special water resource area" shall include any area constituting a protected resource under MGL c. 131, § 40, and the Town of Sudbury.
Wetlands Bylaw excluding the 100-foot buffer contained in the law, regulations promulgated under the law, or the Town bylaw and any area used for or suitable for development of a municipal water supply. An area shall be considered suitable for development of municipal water supply if the Planning Board finds, after reviewing the documentation provided under Section 5150 of this section and after consulting with the Sudbury Water District, that the hydrogeology of the area compared favorably with that of one or more other areas used successfully for municipal water supply in Sudbury.
2
Lot frontages in a cluster development may be averaged together, provided the average lot frontage in the cluster development is not less than the requirement set forth herein. In any case, no lot in a cluster development may have a lot frontage of less than 50 feet exclusive of any easements.
5134. 
Minimum perimeter buffer. To provide a buffer between a cluster development and surrounding properties, no structure shall be located within 100 feet of the overall perimeter boundary. A lesser buffer may be approved when, in the opinion of the Planning Board, such requirement would prohibit the use of this bylaw due to the shape, topography, or other physical constraints of the property.
5135. 
Water quality protection. To provide adequate dispersion of contaminated water originating on a cluster development, each applicant for a special permit shall demonstrate to the satisfaction of the Planning Board, Board of Health and Conservation Commission that the concentration of substances in surface water and groundwater from the development shall nowhere exceed the concentrations that would be expected from the development that would otherwise be allowed on the tract.
5136. 
Preservation of natural site features. Natural site features shall be preserved by minimizing disturbance to existing vegetation and by minimizing changes to existing topographic conditions on the site.
5137. 
Relation of buildings to environment. Proposed buildings shall be related harmoniously to the terrain and to the use, scale and proportions of existing buildings in the vicinity that have a functional or visual relationship to the proposed buildings.
5138. 
Interrelationship of buildings. The proposed buildings shall be related harmoniously to each other with adequate light, air, circulation, privacy and separation between buildings.

5140 Common land.

Not less than 35% of the land area of the tract, exclusive of land set aside for road area, shall remain unsubdivided and shall be dedicated as common open land. The common open land shall contain, as a minimum and exclusive of land set aside for road area, 17.5% of the upland area of the parcel being subdivided. "Uplands" shall be defined as those portions of the parcel not defined as wetlands under MGL c. 131, § 40, and Chapter 283, the Sudbury Wetlands Administration Bylaw, excluding buffer area. Ledge outcroppings, slopes in excess of 15% grade and floodplain shall not be included in the common open land for purposes of calculating the 17.5% minimum upland requirement.
5141. 
The common land shall be used for open space, conservation, agriculture, outdoor recreation or park purposes and shall be maintained and groomed by the owner in a manner appropriate for such use and in accordance with the purpose of this bylaw. The common land shall be in one or more parcels of a size, shape and location appropriate for its intended use as determined by the Planning Board. The common land shall be selected in order to maximize the value of wildlife habitat, shall be contiguous to the extent required to preserve significant habitat, and shall be configured to minimize the perimeter to surface area ratio in order to preserve large blocks of undisturbed land. The common land shall be left in an undisturbed, natural state. The common land shall remain unbuilt upon, except that a maximum of 5% of such land may be devoted to paved areas or structures accessory to active outdoor recreation and consistent with the open space use of the land. Such structures or paved areas may not be constructed on floodplain, wetland, slopes in excess of 10% grade, or ledge outcroppings. Provision shall be made so that the common land shall be readily accessible to all lots within the cluster development that do not abut the common land. Each parcel of common land shall be provided with at least one means of access at least 20 feet in width, leading from a public or private way. Such means of access shall be identified on the cluster development site plan submitted with the special permit application.
5142. 
The ownership of common land shall either be conveyed to the Town of Sudbury and accepted by it for open space, conservation, agriculture, outdoor recreation or park use, or be conveyed to a nonprofit organization, the principal purpose of which is the conservation of open space, or be conveyed to a corporation or trust owned or to be owned by the owners of lots within the development. In all cases of ownership, a perpetual restriction of the type described in MGL c. 184, §§ 31 to 32 (including future amendments thereto and corresponding provisions of future laws), running to or enforceable by the Town shall be recorded for all common land. Such restriction shall provide that the common land shall be retained in perpetuity for one or more of the following uses: conservation, agriculture, outdoor recreation or park purposes. Such restriction shall be in such form and substance as the Planning Board shall prescribe and may contain such additional restrictions on development and use of the common land as the Planning Board may deem appropriate.
5143. 
In the case where the common land is not conveyed to the Town of Sudbury and in order to ensure that the corporation, trust or nonprofit organization will properly maintain the common land, an instrument shall be recorded at the Middlesex South Registry of Deeds which shall, at a minimum, provide:
a. 
A legal description of the common land;
b. 
A statement of the purposes for which the common land is intended to be used and the restrictions on its use and alienation;
c. 
The type and name of the corporation, trust or nonprofit organization which will own, manage and maintain the common land;
d. 
Where the common land is to be owned by a corporation or trust owned or to be owned by the owners of dwelling units within the cluster development, the ownership or beneficial interest in the corporation, nonprofit organization or trust of each owner of a dwelling in the cluster development and a provision that such ownership or beneficial interest shall be appurtenant to the dwelling to which it relates and may not be conveyed or encumbered separately therefrom;
e. 
Provisions for the number, term of office, and the manner of election to office, removal from office and the filling of vacancies in the office of directors and officers of the corporation or nonprofit organization or of trustees of the trust;
f. 
Procedures for the conduct of the affairs and business of the corporation, trust or nonprofit organization, including provisions for the calling and holding of meetings of members, directors and officers of the corporation or nonprofit organization or beneficiaries and trustees of the trust, and provisions for quorum and voting requirements for action to be taken. Where the common land is to be owned by a corporation or trust owned or to be owned by the owners of dwelling units within the cluster development, each owner of a dwelling shall have voting rights proportional to his ownership or beneficial interest in the corporation or trust;
g. 
Provisions for the management, maintenance, operation, improvement and repair of the common land and facilities thereon, including provisions for obtaining and maintaining adequate insurance and, where applicable, levying and collecting from the dwelling owners common charges to pay for expenses associated with the common land, including real estate taxes. Where the common land is to be owned by a corporation or trust owned or to be owned by the owners of dwelling units within the cluster development, it shall be provided that common charges are to be allocated among the dwelling owners in proportion to their ownership or beneficial interests in the corporation or trust and that each dwelling owner's share of the common charges shall be a lien against his real estate in the cluster development which shall have priority over all other liens with the exception of municipal liens and first mortgages of record;
h. 
The method by which such instrument or instruments may be amended.

5150 Application for special permit.

Any person who desires a special permit for a cluster development shall submit a written application to the Planning Board. Each such application shall be accompanied by the following information:
5151. 
A cluster development site plan showing, as a minimum, all of the information required for a definitive subdivision plan, as specified in the Town of Sudbury Subdivision Rules and Regulations, as amended, and showing the following additional information: a hydrogeologic description of the suitability of the site and all of its subareas for development of potable water supply; soil characteristics as shown on Natural Resources Conservation Service maps; resource areas as defined by MGL c. 131, § 40, including delineation of the official wetland area boundaries as accepted by the Sudbury Conservation Commission; existing floodplain boundary lines; proposed location of dwellings, all setback lines, garages, driveways, lighting, signs; proposed and existing wells and septic systems on the parcel and abutting properties; existing and proposed grades of the land; existing perimeter of trees; proposed landscape features (such as fences, walks, planting areas, type, size and location of planting materials, methods to be employed for screening); the proposed use of the common land, including improvements intended to be constructed thereon; and the proposed ownership of all common land and any other information required by the Planning Board.
[Amended 5-6-2024 ATM by Art. 31]
5152. 
Preliminary subdivision plan showing the development of the tract under the provisions of the Zoning Bylaw without regard to this section. Such plan shall generally conform to provisions described in the rules and regulations governing the subdivision of land for a preliminary subdivision plan. Drainage design and calculations are not necessary. Such plan shall be accompanied by a report from the Board of Health, stating which lots on said plan contain soil conditions suitable for subsurface sewerage disposal in accordance with rules and regulations of the Town of Sudbury and applicable laws of the Commonwealth of Massachusetts. Said plan shall also delineate the official wetland area boundaries and areas of the site potentially suitable for development of potable water supply consistent with the provisions of this section.
5153. 
Copies of all instruments to be recorded with the cluster development site plan, including the proposed common land deed and, if applicable, the trust document(s) or organizational articles of the corporation and perpetual restriction.

5160 Reports from Town boards or agencies.

The Planning Board shall transmit forthwith a copy of the application and plan(s) to the Select Board, Board of Health, Conservation Commission, Engineering Department, Design Review Board, Park and Recreation Commission, Historic Districts Commission, Building Inspector, Fire Department, Department of Public Works, Tree Warden and the Sudbury Water District. Failure of any such board or agency to make a written recommendation or submit a written report within 35 days of receipt of the petition shall be deemed a lack of opposition.
5161. 
Appointment of Design Review Committee. The Planning Board may, for purposes of reviewing cluster subdivision plans, appoint a Design Review Committee numbering at least three professionals in the fields of land planning, landscape architecture, or engineering to act in a review capacity to the Planning Board during the approval process of the cluster subdivision.

5170 Planning Board action.

The Planning Board, in considering an application for a cluster development, shall grant a special permit for a cluster development if it finds that the cluster development complies with the purposes of cluster development as stated herein; the cluster development duly considers the existing and probable future development of surrounding areas; the layout and design of the cluster development minimizes disturbance to the natural site features; the cluster development responds to the recommendations of Town boards and agencies; the granting of the special permit would not result in unsuitable development of the land in question; and the development of the tract as a conventional subdivision would not be consistent with the purposes of this section.
5171. 
Special permit conditions. The Planning Board shall grant a special permit for a cluster development if it appears that the granting of such permit will be consistent with the intent of cluster development and will result in suitable development in compliance with the standards enumerated in this bylaw. The Planning Board may impose further restrictions upon the tract as a condition to granting the special permit as the Planning Board shall deem appropriate to accomplish the purposes of this bylaw.
5172. 
Common land conveyance. If a special permit is granted under this section, the Planning Board shall impose as a condition that the common land shall be conveyed, free of any mortgage interest, security interest, liens or other encumbrances and subject to a perpetual restriction of the type described above, prior to any construction or alteration of the land. The petitioner shall provide satisfactory assurance of said conveyance recording in the form of copies of the recorded instruments bearing the recording stamp.
5173. 
Changes of cluster development plan. Any change in the number of lots, the layout of ways, any significant changes in the common open land, its ownership or use, or in any conditions stated in the original special permit shall require that a new special permit be issued in accordance with the provisions of this Section 5100.
5174. 
Limitation of subdivision. No lot shown on a plan for which a permit is granted under this section may be further divided so as to reduce the area of any lot for the purpose of creating an additional building lot(s) and a condition to that effect shall be shown on the recorded plan and on each deed conveying building lots on said plan.

5180 Rules, regulations and fees.

The Planning Board shall adopt, and from time to time amend, rules and regulations consistent with the provisions of this bylaw, MGL c. 40A and other applicable provisions of the General Laws, and shall file a copy of said rules and regulations with the Town Clerk. Such rules shall prescribe, as a minimum, the size, form, contents, style and number of copies of plans and specifications; the Town board or agencies from which the Planning Board shall request written reports; and the procedure for submissions and approval of a cluster development special permit. Nothing contained herein shall in any way exempt a proposed subdivision from compliance with other applicable provisions of these bylaws or the Subdivision Rules and Regulations of the Planning Board, nor shall it in any way affect the right of the Board of Health and of the Planning Board to approve, with or without conditions and modifications, or disapprove a subdivision plan in accordance with the provisions of such rules and regulations and of the Subdivision Control Law.[1]
[1]
Editor's Note: See MGL c. 41, §§ 81K to 81GG.

5210 Purpose.

The purpose of flexible development is to allow development to be sited in the most suitable areas of a property; to allow for greater flexibility and creativity in the design of residential developments; to facilitate the construction and maintenance of streets, utilities and public services in a more economical and efficient manner; to encourage a less sprawling form of development; and to minimize the total amount of disturbance on the site.

5220 Applicability.

The Planning Board may grant a special permit for a flexible development in Single Residence "A," Single Residence "C," and the Wayside Inn Historic Preservation Residential Zoning Districts for the construction of single-family detached dwellings and accessory structures, subject to the provisions of this Section 5200.

5230 Standards.

The following standards shall apply to all flexible developments:
5231. 
Minimum tract size. Flexible developments shall be located upon a single tract, in common ownership with definite boundaries ascertainable from recorded deed or recorded plan, having an area of at least 10 acres and undivided by land of separate ownership or by a private or public right-of-way.
5232. 
Number of building lots permitted. The total number of building lots in a flexible development shall be equal to the number of buildable lots permitted under a conventional subdivision, with each lot satisfying minimum lot area, frontage and all other applicable zoning regulations, possessing suitable soils for the construction of a single-family wastewater disposal system as determined by the Board of Health, and sufficient upland, buildable area to sustain a single-family home.
5233. 
Dimensional requirements. Where the requirements of this section differ from or conflict with the requirements of Article 2000, the requirements of this section shall prevail. The following minimum dimensional requirements shall be observed in all flexible developments:
District
A-RES
C-RES
WI
Minimum lot area
30,000 square feet
40,000 square feet
2 acres
Minimum frontage
120 feet
120 feet
120 feet
5234. 
Single dwelling per lot. No more than one single-family dwelling and its accessory structures and uses may be located on a lot created under this flexible development section.
5235. 
Restriction against further development. No flexible development for which a special permit has been issued under this section may be further subdivided. A notation to that effect shall be made on the definitive plan prior to endorsement by the Planning Board and recording in the Registry of Deeds or the Land Court. In addition, a perpetual restriction, running with the land, and enforceable by the Town of Sudbury, shall be recorded with respect to the land within the flexible development. Such restriction shall provide that no lot in the flexible development may be further subdivided into additional building lots. Said restriction shall be in such form and substance as the Planning Board shall prescribe and may contain such additional restrictions on development and use of the lots as the Planning Board may deem appropriate.
5236. 
All applications for flexible development shall require subdivision approval pursuant to MGL c. 41, and shall conform to the preliminary or definitive plan requirements and all design and construction standards in the Rules and Regulations Governing the Subdivision of Land, as may be amended.

5240 Planning Board action.

A special permit for flexible development shall be granted only if the Planning Board determines the proposal better serves the bylaw purposes than would development under otherwise applicable requirements by the incorporation into the proposal of one or more of the following elements:
5241. 
Traffic circulation and safety would be improved through a reduction in length of streets or creation of fewer or better located or designed driveways and street egresses from the development onto existing streets.
5242. 
Visual intrusion would be reduced by preserving some visual buffering between proposed dwellings and previously existing streets.
5243. 
Protection of natural features would be accomplished by reducing the volume of cut and fill for roads and construction sites; reducing the area of vegetation displaced or disturbed; or reducing the area of environmentally sensitive lands disturbed by construction.
5244. 
Maintaining water quality within Water Resource Protection Overlay Districts would be achieved by reducing the number of on-site wastewater disposal systems or the amount of impervious surfaces within the development.
5245. 
Recreation and conservation needs would be promoted by reserving common land in a condition appropriate to meet those needs.

5250 Rules and regulations.

The Planning Board may adopt, and from time to time amend, rules and regulations consistent with the provisions of this bylaw, MGL c. 40A and other applicable provisions of the General Laws, and shall file a copy of said rules and regulations with the Town Clerk. In the absence of dedicated rules and regulations for flexible development, those Rules and Regulations Governing the Subdivision of Land shall suffice, where applicable.

5310 Purpose.

The purposes of the senior residential community special permit are to provide alternative housing for a maturing population; to provide a type of housing which reduces residents' burdens of property maintenance and which reduces demands on municipal services; and to promote flexibility in land use planning in order to improve site layouts, protection of natural features and environmental values and utilization of land in harmony with neighboring properties.

5320 Applicability.

The Planning Board, acting as special permit granting authority, may grant a special permit for construction of a senior residential community (SRC) and accessory structures, in the following districts: Single Residence "A," Single Residence "C," the Wayside Inn Historic Preservation, Limited Business, Village Business and Research Districts.

5330 Standards.

The following standards shall apply to all senior residential communities:
5331. 
Tract qualifications. At the time of granting a special permit by the Planning Board, the property under consideration for an SRC shall be located on one or more contiguous parcels, whether or not separated by a public or private way, with definite boundaries ascertainable from a recorded deed or recorded plan, having an area of at least 10 acres.
[Amended 5-8-2012 ATM by Art. 22]
5332. 
Age qualification. An SRC shall constitute housing intended for persons of age 55 or over within the meaning of MGL c. 151B, § 4, Subdivision 6, and 42 U.S.C. § 3607(b)(2)(C), and in accordance with the same, 100% of the dwelling units in a senior residential community shall each be owned and occupied by at least one person 55 years of age or older per dwelling unit, and such development shall be operated and maintained in all other respects in compliance with the requirements of said statutes and regulations promulgated pursuant thereto. In the event of the death of the qualifying owner/occupant(s) of a unit, or foreclosure or other involuntary transfer of a unit in an SRC, a two-year exemption shall be allowed for the transfer of the unit to another eligible household.
[Amended 5-6-2024 ATM by Art. 31]
5333. 
Applicant qualifications. The applicant for a special permit for an SRC shall be the owner of the tract proposed for such development or be authorized in writing by the owner to apply for and be issued such special permit, and shall establish to the satisfaction of the Planning Board that the applicant has knowledge, experience and financial resources sufficient to construct and complete the development.
5334. 
Number of dwelling units permitted. The maximum number of dwelling units in an SRC shall be computed based on the number of buildable lots permitted under a conventional subdivision, with each lot satisfying minimum lot area, frontage and all other applicable zoning regulations for which district the parcel is located within, possessing suitable soils as determined by the Board of Health, and sufficient upland, buildable area to sustain a single-family home. In Village Business Districts and Research Districts, a minimum lot area of 40,000 square feet and minimum frontage requirement of 180 feet shall be used to calculate each buildable lot. For the purposes of this section, minimum lot area in every district shall contain no more than 25% which is underwater land or wetland resource as defined in MGL c. 131, § 40, or in Chapter 283, the Sudbury Wetlands Administration Bylaw. For each buildable lot calculated, a maximum of five bedrooms shall be permitted. The number of bedrooms shall determine the number of units, pursuant to Subsection 5336 below, with the maximum number of bedrooms in any unit being less than or equal to three.
5335. 
Perimeter buffer. A 100-foot wide buffer between an SRC and abutting properties is required around the entire SRC perimeter; provided, however, that access roads and pedestrian paths may cross the buffer at the discretion of the Planning Board, and the Planning Board may otherwise reduce the width of the buffer to no less than 50 feet at appropriate locations, taking into account the character or open space use of abutting properties or the existence or requirement of buffer thereon. The perimeter buffer shall remain in a natural state to preserve the visual character of the parcel being developed. The perimeter buffer may be included in open space computations.
5336. 
Building and dwelling unit requirements. The following requirements shall apply to all buildings and dwelling units in a senior residential community:
a. 
Dwelling units can be attached, or detached as single units, or a combination of these types.
b. 
Dwelling units per building. No building shall contain more than four dwelling units.
c. 
Maximum height. No building constructed in an SRC shall exceed 35 feet in height.
d. 
No dwelling unit in an SRC shall contain more than three bedrooms. No more than 25% of the total units in a SRC shall have fewer than two bedrooms.
[Amended 5-7-2013 ATM by Art. 25]
5337. 
Accessory buildings and structures. In an SRC, accessory buildings and structures may be permitted, including clubhouse, swimming pool, tennis court, cabanas, storage and maintenance structures, garages, and other customary accessory structures. Accessory buildings and structures shall be shown on the site plan.
5338. 
Parking. Two parking spaces shall be provided for each dwelling unit (with the exception of one bedroom units, which shall require one parking space per unit), in reasonable proximity to the dwelling, or in garages. Additional parking in proximity to any clubhouse or other facility serving residents in common, or guest parking, shall be provided in off-street parking areas, provided that no single accessory parking area shall contain more than 12 parking spaces, and all such areas shall be adequately landscaped.
5339. 
Private roads. Roads and driveways within an SRC shall meet such width, grades, radii of curvature and construction standards as the Planning Board shall determine, based upon the standards provided in the regulations governing subdivisions, as the same may be waived or modified by the Planning Board to meet site conditions and design requirements.
5339A. 
Other facilities. All facilities for utility services, drainage, lighting and signage shall be in accordance with requirements established by the Planning Board, consistent with applicable provisions of the Zoning Bylaw and the regulations governing subdivisions, as the same may be waived or modified by the Planning Board to meet site conditions and design requirements.
5339B. 
Project maintenance. In every SRC, there shall be an organization of the owners of the dwelling units which shall be responsible for the maintenance and repair of internal roads and driveways, snowplowing, landscape maintenance, trash removal, utility services and maintenance and repair of other common elements and facilities serving the residents, and the Town of Sudbury shall not be responsible therefor.
5339C. 
Wastewater disposal. In every development, wastewater disposal comply with the regulations of the Sudbury Board of Health, the Sudbury Water Resource Protection District and Wastewater Treatment Facilities Bylaws, and applicable Department of Environmental Protection regulations.

5340 Open space.

At least 25% of the upland area of the parcel shall be open space. No development, including clearing, primary or accessory structures, parking, wastewater disposal or stormwater management, shall take place within the 100-foot buffer area of any jurisdictional wetland, unless authorized by the Conservation Commission. Upon approval of the Conservation Commission, the buffer area may be reconfigured to provide better protection of resources on the site if such reconfiguration achieves a similar goal of resource protection; however, in no event shall the total area of the 100-foot buffer be reduced without compensation in an equal amount elsewhere on the site. The open space areas shall be selected to maximize the value of wildlife habitat, shall be contiguous to the extent required to preserve significant habitat, and shall be configured to minimize the perimeter to surface area ratio in order to preserve large blocks of undisturbed land. The open space shall be left in an undisturbed, natural state. Landscape plantings shall not be permitted, except in areas where revegetation may be necessary to increase buffering, as determined by the Planning Board. If revegetation of any area is within the jurisdiction of the Conservation Commission, the Commission shall determine the type and extent of plantings, to be compatible with the values and functions of the wetland and upland resources of the site.
5341. 
Ownership of open space. The open space shall be owned in common by the owners of the dwelling units in the SRC; or by an organization or entity owned and controlled by such dwelling unit owners; or can be offered to the Town, or another nonprofit organization whose principal purpose is the preservation of open space, for conservation purposes. An enforceable restriction shall be recorded on all open space parcels, providing that such land shall be kept in an open or natural state and not be built for residential use or developed for accessory uses such as parking, roadway or active recreation.

5350 Design criteria.

All buildings in an SRC shall be designed (a) to have compatibility of style, building materials and colors with those in Sudbury; (b) to afford variations of facade and rooflines, and interior layouts of dwelling units; (c) so as not to have any dwelling unit extend under or over another dwelling unit in the same building and (d) to comply with requirements of law with respect to housing intended for persons of age 55 and over. The Planning Board may utilize the skills of the Design Review Board or may appoint a committee to review the architectural details and styling of the buildings prior to approval of an SRC.
5351. 
Interrelationship of buildings. The proposed buildings shall be related harmoniously to each other with adequate light, air, circulation, privacy and separation between buildings. Buildings shall comply with a minimum setback of 20 feet from each other and all other structures in the development.

5360 Procedures.

The procedure for issuance of a special permit for a senior residential community shall be as follows:
5361. 
Application for special permit. Any person who desires a special permit for construction of an SRC shall submit a written application to the Planning Board. Each such application shall be accompanied by the following information:
a. 
Identification of applicant; information as to the record title to the tract; identification of applicant's professional and development associates.
b. 
A preliminary subdivision plan showing the development of the tract under the provisions of the Zoning Bylaw without regard to this section, for the purposes of determining density. Such plan shall generally conform to provisions described in the Rules and Regulations Governing the Subdivision of Land for a preliminary plan. Drainage design and calculations are not necessary. Such plan shall be accompanied by a report from a certified soil evaluator, with confirmation that the results have been approved by the Board of Health, stating which lots on said plan contain soil conditions suitable for subsurface sewerage disposal in accordance with rules and regulations of the Town of Sudbury and applicable laws of the Commonwealth of Massachusetts. Soil testing witnessed by the Board of Health or its agent is required. The preliminary plan shall also contain the boundaries of all wetland resource areas as defined in the Sudbury Wetlands Administration Bylaw.
c. 
An SRC site plan showing, insofar as pertinent, all of the information required for a definitive subdivision plan, as specified in the Town of Sudbury Subdivision Rules and Regulations, as amended, and showing the following additional information: soil characteristics as shown on Natural Resources Conservation Service maps; resource areas as defined by MGL c. 131, § 40, and delineation of the official wetland area boundaries as accepted by the Sudbury Conservation Commission pursuant to Chapter 283, the Sudbury Wetlands Administration Bylaw; existing floodplain boundary lines; existing and conceptually proposed locations of buildings containing dwellings and other buildings; all setback lines; existing and proposed roads and driveways; lighting; signs; proposed and existing wells and wastewater disposal systems on the parcel and abutting properties if such systems are within 200 feet of the property line; existing and proposed topography; existing perimeter of trees; proposed landscape features (such as fences, walks, planting areas, type, size and location of planting materials, methods to be employed for screening); the proposed use of the common land, including improvements intended to be constructed thereon; the proposed ownership of all common land; and any other information required by the Planning Board.
[Amended 5-6-2024 ATM by Art. 31]
d. 
A schedule of the stages or phases of development which the applicant proposes to construct the SRC, including dates.
e. 
Sample floor plans of dwellings; elevation drawings or models of dwellings; schedule of building materials.
f. 
Plans showing proposed methods of stormwater management, including drainage calculations.
g. 
Plans showing proposed wastewater disposal facilities.
h. 
Sample copies of the condominium association or other legal structure formed for the operation, maintenance, management and enforcement of this development, including a master deed and bylaws of the organization. All such documentation shall include a reference to the objectives of the senior residential community and the requirement for 100% of the units to be owned and occupied by at least one person age 55 or over.
5362. 
Reports from Town Boards or agencies. The Planning Board shall transmit forthwith a copy of the application and plan(s) to the Select Board, Board of Health, Conservation Commission, Engineering Department, Design Review Board, Park and Recreation Commission, Board of Assessors, Historic Districts Commission, Building Inspector, Fire Department, Department of Public Works, Police Department and the Sudbury Water District. Failure of any such board or agency to make a written recommendation or submit a written report within 35 days of receipt of the application shall be deemed a lack of opposition.

5370 Planning Board action.

The Planning Board shall not grant a special permit for an SRC unless it shall, after holding a public hearing in accordance with requirements of Chapter 40A of the General Laws, find that: (i) the SRC complies with the purposes of the SRC section as stated herein; (ii) the SRC is in an appropriate location and does not significantly alter the character of the neighborhood in comparison to a single-family residential development; (iii) adequate and appropriate facilities will be provided for the proper operation of the SRC; (iv) the SRC use would not be detrimental or offensive to the adjoining zoning districts and neighboring properties due to the effects of lighting, odors, smoke, noise, sewage, refuse materials or other visual nuisances; (v) the SRC use would not cause undue traffic congestion in the immediate area; (vi) the SRC responds to the recommendations of Town boards and agencies; and (vii) the granting of the special permit would not result in unsuitable development of the land in question.
5371. 
Special permit conditions. In order to implement a special permit for an SRC and to assure compliance therewith, the Planning Board shall in the special permit set forth requirements and conditions that, before a building permit is issued for any buildings in any stage or phase of the SRC, (i) the applicant shall have submitted to the Planning Board detailed plans showing the locations, designs and layouts of such buildings and all driveways and accessory structures included in such stage or phase; (ii) the applicant shall have provided security by covenant, bond or other means satisfactory to the Planning Board securing the construction and installation of driveways, utilities, drainage and related services in such phase; and (iii) the Planning Board shall have determined that the detailed plans are in substantial conformity with the conceptual plans approved in the special permit.
5372. 
The Planning Board shall have so notified the Building Inspector of its review and approval of each phase.
5373. 
The Planning Board may in a special permit for an SRC set forth further requirements and conditions as the Board shall deem appropriate to accomplish the purposes of this bylaw, including requirements of recording of plans and documents and report thereof to the Board.

5380 Enforcement.

In accordance with the provisions of the General Laws, the Town may enforce the conditions and safeguards imposed on the exercise of special permits under this section in equity or at law and to recover from the applicant, his successor or approved assignee(s) all moneys that may be required to complete the development plan approved.
5381. 
The penalty provisions of this Section 5300 may be imposed upon the applicant, his general agent, tenant(s), architect(s) contractor(s), or any and all persons having an interest in the development site, including a mechanics lien, mortgage or attachments.
5382. 
All provisions of the development plan approved shall run in favor of the residents thereof but only to the extent expressly provided in the plan and in accordance with the terms of the plan, and to that extent such provisions, whether recorded by plan, easement, covenant, or otherwise, may be enforced at law or in equity by said residents acting individually, jointly or through their organization.
5383. 
In the event of a violation of law, an unauthorized sale or lease of the approved development site or any dwelling unit therein, development that deviates from the development plan approved, any use of the property that is not permitted in the development site, the failure to maintain residential land or if the applicant shall otherwise fail or neglect to comply with the conditions and safeguards imposed on the exercise of the special permit, the Building Inspector or Zoning Enforcement Officer may deliver a stop order to the applicant or his agent by certified mail, return receipt requested, and by posting the same in a conspicuous location in said site. The order shall describe the nature of the violation and the date on which said order shall expire, which date shall not be less than six days later than the date of the stop order. Failure of the Town to deliver a stop order for any reason shall not prevent the Town from pursuing any other legal remedy permitted under law. Any person who shall violate the provisions of a stop order shall be deemed in violation of the Zoning Bylaw.

5390 Rules, regulations and fees.

The Planning Board shall adopt, and from time to time amend, rules and regulations consistent with the provisions of this Zoning Bylaw, MGL c. 40A, and other applicable provisions of the General Laws, and shall file a copy of said rules and regulations with the Town Clerk. Such rules and regulations shall, subject to and in accordance with provisions of this Section 5300, prescribe as a minimum the size, form, contents, style and number of copies of plans and specifications, the Town boards or agencies from which the Planning Board shall request written reports, and the procedure for submission and approval of an SRC special permit. The Planning Board shall also specify the fees to be paid in connection with an application for special permit for an SRC, bonding requirements to satisfy conditions of approval, and owner/occupancy reporting requirements to satisfy compliance with the age restriction. Other specifications as deemed necessary by the Planning Board shall be included in the rules and regulations.

5410 Purpose.

The purposes of the incentive senior development special permit are to provide a more affordable means of housing for a maturing population; to provide a type of housing which reflects the senior population desire to reduce residents' burdens of property maintenance; which provides a type of development which reduces demands on municipal and educational services; and to promote flexibility in land use planning in order to improve site layouts, protection of natural features and environmental values and utilization of land in harmony with neighboring properties.

5420 Applicability.

The Planning Board, acting as special permit granting authority, may grant a special permit for construction of an incentive senior development and accessory structures, in the following zoning districts: Single Residence "A," Single Residence "C," Limited Business, Village Business and Research District.

5430 Standards.

The following standards shall apply to all incentive senior developments:
5431. 
Tract qualification. At the time of granting a special permit by the Planning Board, the property under consideration for an incentive senior development shall be located on a contiguous parcel, not separated by a public or private way, with definite boundaries ascertainable from a recorded deed or recorded plan, having an area of at least 10 acres. For parcels greater than 20 acres, parcels may be separated by a private or public way.
5432. 
Age qualification. An incentive senior development shall constitute housing intended for persons of age 55 or over within the meaning of MGL c. 151B, § 4, Subdivision 6, and 42 U.S.C. § 3607(b)(2)(C), and in accordance with the same, 100% of the dwelling units in an incentive senior development shall each be owned and occupied by at least one person 55 years of age or older per dwelling unit, and such development shall be operated and maintained in all other respects in compliance with the requirements of said statutes and regulations promulgated pursuant thereto. In the event of the death of the qualifying owner/occupant(s) of a unit, or foreclosure or other involuntary transfer of a unit in such a development, a two-year exemption shall be allowed for the transfer of the unit to another eligible household.
5433. 
Applicant qualifications. The applicant for a special permit under the provisions of this section shall be the owner of the tract proposed for such development or be authorized, in writing, by the owner to apply for and be issued such special permit, and shall establish to the satisfaction of the Planning Board that the applicant has knowledge, experience and financial resources sufficient to construct and complete the development.
5434. 
Number of dwelling units permitted. The maximum number of dwelling units shall be computed based on the number of buildable lots permitted under a conventional subdivision, with each lot satisfying minimum lot area, frontage and all other applicable zoning regulations; possessing suitable soils as determined by the Board of Health; and sufficient upland, buildable area to sustain a single-family home. In Village Business Districts, Limited Business Districts and Research Districts, a minimum lot area of 40,000 square feet and minimum frontage requirement of 180 feet shall be used to calculate each buildable lot. For the purposes of this section, minimum lot area in every district shall contain no more than 25% of land which is underwater land or wetland resource as defined in MGL c. 131, § 40, or in Chapter 283, the Sudbury Wetlands Administration Bylaw. For each buildable lot calculated, a maximum of four units shall be permitted to be constructed.
5435. 
Building and dwelling unit requirements. The following requirements shall apply to all buildings and dwelling units in an incentive senior development:
a. 
Dwelling units can be attached or detached, or a combination of these types.
b. 
No building shall contain more than four dwelling units.
c. 
No dwelling unit in an incentive senior development shall contain more than two bedrooms. No more than 25% of the total units in an incentive senior development shall have fewer than two bedrooms.
[Amended 5-7-2013 ATM by Art. 25]
d. 
Accessory buildings and structures. Accessory buildings and structures may be permitted, including clubhouse, swimming pool, tennis courts, cabanas, storage and maintenance structures, garages, and other customary accessory structures; however, any common facilities or structures must be constructed on land owned in common by the owners of the dwelling units in the development, or by an organization or entity owned and controlled by such dwelling unit owners. Accessory buildings and structures shall be shown on the development plan and may not be constructed within any minimum open space required herein.
e. 
Interrelationship of buildings. The proposed buildings shall be related harmoniously to each other with adequate light, air, circulation, privacy and separation between buildings. Buildings shall comply with a minimum setback of 20 feet from other structures in the development.
5436. 
Parking. Two parking spaces shall be provided for each dwelling unit (with the exception of one-bedroom units, which shall require one parking space per unit), in reasonable proximity to the dwelling or in garages. Additional parking in proximity to any clubhouse or other facility serving residents in common, or guest parking, shall be provided in off-street parking areas, provided that no single accessory parking area shall contain more than 12 parking spaces, and all such areas shall be adequately landscaped. The Planning Board may authorize a decrease in the number of parking spaces up to 30% of the total number required. The reserved spaces shall be set aside and shall not be intended for immediate construction, but shall be properly designed as an integral part of the overall parking layout. Such spaces shall be labeled as "Reserve Parking" on the plan.
5437. 
Roadways. Roads and driveways within the development shall meet such width, grades, radius of curvature and construction standards as the Planning Board shall determine, based upon the standards provided in the regulations governing subdivisions, as the same may be waived or modified by the Planning Board to meet site conditions and design requirements.
5438. 
Other facilities. All facilities for utility services, drainage, lighting and signage shall be in accordance with requirements established by the Planning Board, consistent with applicable provisions of the Zoning Bylaw and the regulations governing subdivisions, as the same may be waived or modified by the Planning Board to meet site conditions and design requirements.
5439. 
Project maintenance. In every development, there shall be an organization of the owners of the dwelling units which shall be responsible for the maintenance and repair of common elements and facilities owned by and serving the residents of the development, and the Town of Sudbury shall not be responsible therefor.
5439A. 
Wastewater disposal. In every development, wastewater disposal shall comply with the requirements of the Sudbury Board of Health, the Sudbury Water Resources and Wastewater Bylaws, and applicable Department of Environmental Protection regulations.

5440 Open space.

Open space requirements shall be set forth according to the acreage of the parcel, as follows:
Size of Parcel
(acres)
Minimum Open Space Required
10 to 15
17.5% of the upland area of the parcel
16 to 20
20% of the upland area of the parcel
21 to 25
22.5% of the upland area of the parcel
Over 25
25% of the upland area of the parcel
No development, including clearing, primary or accessory structures, parking, wastewater disposal or stormwater management, shall take place within the 100-foot buffer area of any jurisdictional wetland, unless authorized by the Conservation Commission. Upon approval of the Conservation Commission, the buffer area may be reconfigured to provide better protection of resources on the site if such reconfiguration achieves a similar goal of resource protection; however, in no event shall the total area of the 100-foot buffer be reduced without compensation in an equal amount elsewhere on the site.
The open space areas shall be selected to maximize the value of wildlife habitat, shall be contiguous to the extent required to preserve significant habitat, and shall be configured to minimize the perimeter to surface area ratio in order to preserve large blocks of undisturbed land. The open space shall be left in an undisturbed, natural state. Landscape plantings shall not be permitted, except in areas where revegetation may be necessary to increase buffering, as determined by the Planning Board. If revegetation of any area is within the jurisdiction of the Conservation Commission, the Commission shall determine the type and extent of plantings, to be compatible with the values and functions of the wetland and upland resources of the site.
5441. 
Ownership of open space. The open space shall be owned in common by the owners of the dwelling units in the development; or by an organization or entity owned and controlled by such dwelling unit owners; or can be offered to the Town, or another nonprofit organization whose principal purpose is the preservation of open space, for conservation purposes. An enforceable restriction shall be recorded on all open space parcels, providing that such land shall be kept in an open or natural state and not be built for residential use or developed for accessory uses such as parking, roadway or active recreation.
5442. 
On smaller parcels where conveyance of the open space property is not valuable to the Town or a conservation organization, the required open space as calculated above may be left in the control of the owners of the dwelling units in the development without the granting of a conservation restriction or other perpetual easement, with a notation on the plan that such property is not available for construction of any structures and removal of vegetation is prohibited.

5450 Price restrictions.

Units developed under this Section 5400 shall be sold and resold at no more than two times the cost for the sale of two bedroom detached or attached homes, whichever is applicable, under the Department of Housing and Community Development guidelines for the Local Initiative Program, or other state or federal affordable housing program that determines purchase price for housing units in the Boston area (plus 25%). Condominium fees are excluded from the cost-per-unit calculation.
5451. 
Enforcement of sale and resale provisions. Original purchase and resale prices shall be permanently restricted, to the extent legally permissible, to ensure long-term affordability. Sale and resale provisions shall be contained in applicable deed restrictions, covenants, contractual agreements such as limited equity provisions, condominium association bylaws and/or other mechanisms to ensure compliance. Such restrictions shall not be permitted to be altered without consent of the Town of Sudbury. Annual reporting to the Planning Board is required for all units sold or resold.

5460 Procedures.

The procedure for issuance of a special permit for an incentive senior development shall be as follows:
5461. 
Application for special permit. Any person who desires a special permit for construction of an incentive senior development shall submit a written application to the Planning Board. Each such application shall be accompanied by the following information:
a. 
Identification of applicant; information as to the record title to the tract; identification of applicant's professional and development associates.
b. 
A preliminary subdivision plan showing the development of the tract under the provisions of the Zoning Bylaw without regard to this section, for the purposes of determining density. Such plan shall generally conform to provisions described in the Rules and Regulations Governing the Subdivision of Land for a preliminary plan. Drainage design and calculations are not necessary. Such plan shall be accompanied by a report from a certified soil evaluator, with confirmation that the results have been approved by the Board of Health, stating which lots on said plan contain soil conditions suitable for subsurface sewerage disposal in accordance with rules and regulations of the Town of Sudbury and applicable laws of the Commonwealth of Massachusetts. Soil testing witnessed by the Board of Health or its agent is required. The preliminary plan shall also contain the boundaries of all wetland resource areas as defined in Chapter 283, `the Sudbury Wetlands Administration Bylaw.
c. 
A site plan showing, insofar as pertinent, all of the information required for a definitive subdivision plan, as specified in the Town of Sudbury Subdivision Rules and Regulations, as amended, and showing the following additional information: soil characteristics as shown on Natural Resources Conservation Service maps; resource areas as defined MGL c. 131, § 40, and delineation of the official wetland area boundaries as accepted by the Sudbury Conservation Commission pursuant to Chapter 283, the Sudbury Wetlands Administration Bylaw; existing floodplain boundary lines; existing and conceptually proposed locations of buildings containing dwellings and other buildings; all setback lines; existing and proposed roads and driveways; lighting; signs; proposed and existing wells and wastewater disposal systems on the parcel and abutting properties if such systems are within 200 feet of the property line; existing and proposed topography; existing perimeter of trees; proposed landscape features (such as fences, walks, planting areas, type, size and location of planting materials, methods to be employed for screening); the proposed use of the common land, including improvements intended to be constructed thereon; the proposed ownership of all common land; and any other information required by the Planning Board.
[Amended 5-6-2024 ATM by Art. 31]
d. 
A schedule of the stages or phases of development in accordance with which the applicant proposes to construct the development, including dates.
e. 
Sample floor plans of dwellings; elevation drawings or models of dwellings; schedule of building materials.
f. 
Plans showing proposed methods of stormwater management, including drainage calculations.
g. 
Plans showing proposed wastewater disposal facilities;
h. 
Sample copies of the legal structure formed for the operation, maintenance, management and enforcement of this development, including a master deed and bylaws of the organization. All such documentation shall include a reference to the objectives of this Section 5400 and the requirement for 100% of the units to be owned and occupied by at least one person age 55 or over.
5462. 
Reports from Town boards or agencies. The Planning Board shall transmit forthwith a copy of the application and plan(s) to the Select Board, Board of Health, Conservation Commission, Design Review Board, Park and Recreation Commission, Board of Assessors, Historic Districts Commission, Building Inspector, Fire Department, Department of Public Works, Police Department and the Sudbury Water District. Failure of any such board or agency to make a written recommendation or submit a written report within 35 days of receipt of the application shall be deemed a lack of opposition.

5470 Planning Board action.

The Planning Board shall grant a special permit for an incentive senior development if it finds, after holding a public hearing in accordance with requirements of MGL c. 40A, that: (i) the development complies with the objectives of the section as stated herein; (ii) the development is in an appropriate location and does not significantly alter the character of the neighborhood in comparison to a single-family residential development; (iii) adequate and appropriate facilities will be provided for the proper operation of the development; (iv) the special permit use would not be detrimental or offensive to the adjoining zoning districts and neighboring properties due to the effects of lighting, odors, smoke, noise, sewage, refuse materials or other visual nuisances; (v) the special permit use would not cause undue traffic congestion in the immediate area; (vi) the development plan responds to the recommendations of Town boards and agencies; and (vii) the granting of the special permit would not result in unsuitable development of the land in question.
5471. 
Special permit conditions. In order to implement a special permit for an incentive senior development and to assure compliance therewith, the Planning Board shall in the special permit set forth requirements and conditions that, before a building permit is issued for any buildings, (a) the applicant shall have submitted to the Planning Board detailed plans showing the locations, designs and layouts of such buildings and all driveways and accessory structures included in such stage or phase; (b) the applicant shall have provided security by covenant, bond or other means satisfactory to the Planning Board, securing the construction and installation of driveways, utilities, drainage and related services in such phase; and (c) the Planning Board shall have determined that the detailed plans are in substantial conformity with the conceptual plans approved in the special permit.
5472. 
The Planning Board shall have so notified the Building Inspector of its review and approval of each phase.
5473. 
The Planning Board may set forth further requirements and conditions in the special permit as the Board shall deem appropriate to accomplish the purposes of this bylaw, including requirements of recording of plans and documents and report thereof to the Board.

5480 Enforcement.

In accordance with the provisions of the General Laws, the Town may enforce the conditions and safeguards imposed on the exercise of special permits under this section in equity or at law and to recover from the applicant, his successor or approved assignee(s) all moneys that may be required to complete the development plan approved.
5481. 
The penalty provisions of this Section 5400 may be imposed upon the applicant, his general agent, tenant(s), architect(s), contractor(s), or any and all persons having an interest in the development site.
5482. 
All provisions of the development plan approved shall run in favor of the residents thereof but only to the extent expressly provided in the plan and in accordance with the terms of the plan, and to that extent, such provisions, whether recorded by plan, easement, covenant, or otherwise, may be enforced at law or in equity by said residents acting individually, jointly or through their organization.
5483. 
In the event of a violation of law, an unauthorized sale or lease of the approved development site or any dwelling unit therein, development that deviates from the development plan approved, any use of the property that is not permitted in the development site, the failure to maintain residential land or if the applicant shall otherwise fail or neglect to comply with the conditions and safeguards imposed on the exercise of the special permit, the Building Inspector or Zoning Enforcement Officer may deliver a stop order to the applicant or his agent by certified mail, return receipt requested, and by posting the same in a conspicuous location in said site. The order shall describe the nature of the violation and the date on which said order shall expire, which date shall not be less than six days later than the date of the stop order. Failure of the Town to deliver a stop order for any reason shall not prevent the Town from pursuing any other legal remedy permitted under law. Any person who shall violate the provisions of a stop order shall be deemed in violation of the Zoning Bylaw.

5490 Rules, regulations and fees.

The Planning Board shall adopt, and from time to time amend, rules and regulations consistent with the provisions of this Zoning Bylaw, MGL c. 40A, and other applicable provisions of the General Laws, and shall file a copy of said rules and regulations with the Town Clerk. Such rules and regulations shall, subject to and in accordance with provisions of this Section 5400, prescribe as a minimum the size, form, contents, style and number of copies of plans and specifications, the Town boards or agencies from which the Planning Board shall request written reports, and the procedure for submission and approval of a special permit under the provisions of this section. The Planning Board shall also specify the fees to be paid in connection with application for a special permit for an incentive senior development, bonding requirements to satisfy conditions of approval, and owner/occupancy reporting deemed necessary by the Planning Board shall be included in the rules and regulations.

5510 Purpose.

The purpose of this bylaw is to increase housing opportunities in Sudbury by allowing the utilization of the existing housing stock to offer different housing styles reflective of a more diverse population, in terms of age, family size and income. The type of housing allowed under this bylaw may benefit several sectors of the population - current residents whose lifestyles no longer fit into the usefulness of a larger dwelling will be able to supplement their income by renting a portion of their home, and those not capable of home ownership, financially or otherwise, may be able find suitable housing in these units - without substantially altering the appearance of the Town. This type of diverse housing is in accordance with the 2021 Master Plan, the 2005 Community Housing Plan, and the 2024 Affordable Homes Act, and ensures compliance with zoning standards, regulations regarding building design, and requirements of the health, safety, convenience and general welfare of the inhabitants of the Town.

5520 Conditions and requirements.

Notwithstanding anything to the contrary in this Zoning Bylaw, one accessory dwelling unit (ADU) per lot containing a principal dwelling may be constructed as of right in the Single Residence District "A", "C", Wayside Inn Historic Preservation Zone, Limited Business District, or Village Business District subject to the following:
5521. 
The accessory dwelling unit shall contain no more than 900 square feet, or shall occupy no more than 50% of the gross floor area of the principal dwelling, whichever is smaller. The sum of the areas of all stories of the building of compliant ceiling height pursuant to the Building Code, including basements, lofts, and intermediate floored tiers, measured from the interior faces of exterior walls or from the centerline of walls separating buildings or dwelling units but excluding crawl spaces, garage parking areas, attics, enclosed porches and similar spaces. Where there are multiple principal dwellings on the lot, the GFA of the largest principal dwelling shall be used for determining the maximum size of a protected use ADU.
5522. 
An accessory dwelling unit may be built in a detached accessory structure separate from the main dwelling provided: the detached structure meets the same minimum setback requirements that apply in the district in which the structure is located, and the size of the ADU shall comply with Section 5521.
5523. 
There will be no more than one accessory dwelling unit per building lot.
5524. 
Adequate provision will be made for the disposal of sewage, waste and drainage generated by the occupancy of the accessory dwelling unit in accordance with all requirements of the Board of Health, including provision for an appropriate reserve area on-site.
5525. 
All accessory dwelling units must meet Building Code requirements for egress, fire separation, and fire alarms.
5525A. 
An attached accessory dwelling unit will be designed so that the appearance of the structure remains that of a dwelling and its associated accessory structures.
5525B. 
All stairways to an accessory dwelling unit above the first floor must be enclosed within the exterior walls of the structure or on the rear of the dwelling or accessory structure if constructed on an exterior wall, to retain the character and appearance of a home.
5525C. 
There will be two separate and distinct means of egress from each accessory dwelling unit and each primary dwelling unit. The entrances for individual units should be located as remote as possible from each other or combined into a common vestibule that creates the appearance of a single entrance.
5525D. 
Where two entrances exist on the front façade of the dwelling, one entrance will appear to be principal entrance and other entrances will be designed to appear to be secondary, to retain the character and appearance of a home.
5525E. 
For detached accessory dwelling units the building must appear to be an accessory structure and be architecturally harmonious with that of the primary dwelling, including a similar scale, quality of design, materiality, and proportions of the architectural elements and features.
5526. 
Off-street parking. There shall be one dedicated off-street parking for the accessory dwelling unit or none if you are within 0.5 miles from a commuter rail station, subway station, ferry terminal, or bus station.
5526A. 
No parking spaces shall be located within the boundary of a street right of way.
5526B. 
In no case shall parking spaces which are more than two spaces deep be considered in computing the required parking.
5526C. 
Parking spaces will be constructed of materials suitable for vehicular hardscape, have vehicular access to, and be directly adjacent to the existing driveway.
5526D. 
New curb cuts or driveway connections to the road are not permitted in conjunction with the creation of an ADU.
5526E. 
Garage spaces may not be used to comply with the provisions of this Section.
5527. 
It is prohibited for any ADU in the Town of Sudbury to be used as a Short-Term Rental as defined in Section 1 of Chapter 64G of the General Laws.
5530. 
Reports.
5531. 
In order to ensure compliance, the applicant shall obtain and submit to the Building Inspector as part of the filing for a Building Permit, a written report of the Board of Health certifying that the conditions of Subsection 5524 have been met.
5540. 
Other requirements.
5541. 
Building permit required. A building permit, or inspection by the Building Department, shall be required to create an accessory dwelling unit.
5542. 
No separate conveyance. The accessory dwelling unit shall remain accessory to a principal dwelling and the ownership of the accessory dwelling unit shall not be conveyed or otherwise transferred separately from the principal dwelling.
5543. 
Existing non-conforming lots and structures. To the extent that a finding is required as to any ADU, Section 2400 shall apply provided, that the determination shall not be made by special permit, rather by finding of the Zoning Board of Appeals acting pursuant to MGL c. 40A, § 6.
5550. 
Existing special permits. With respect to structures constituting or containing an accessory dwelling unit for which a special permit was obtained at any time prior to 2 February, 2025, any unit that meets the criteria of Section 5500, as amended, will be considered going forward to be a protected use ADU as defined by the Massachusetts Executive Office of Housing and Livable Communities, those units that do not meet the requirements of Section 5500 will be subject to all conditions of the special permit issued for the creation of the ADU, including but not limited to any requirements for renewal or expiration of the special permit.

5610 Purpose.

The purpose of this Section 5600 is to increase the amount of affordable housing in the Town of Sudbury available to and affordable by low- or moderate-income households who might otherwise have difficulty purchasing or renting homes in Sudbury, to ensure affordable housing remains affordable in perpetuity, and that such housing is offered in accordance with the requirements of MGL c. 40B and its implementing regulations, the Sudbury Comprehensive Permit Policy, the Sudbury Master Plan, and other ongoing programs within the Town of Sudbury. It is intended that affordable dwelling units authorized under the provisions of this bylaw be considered as local initiative program (LIP) dwelling units in compliance with the requirements for the same as specified by the Commonwealth's Department of Housing and Community Development (DHCD) or successors, and that said units count toward the Town's requirements under MGL c. 40B, §§ 20 to 23, as amended.

5620 Applicability.

5621. 
Beginning with the effective date of this Section 5600, any development or any division of land subject to MGL c. 41, §§ 81K through 81GG, which will result in the creation of three or more dwelling units shall require a special permit from the Planning Board, and shall include as conditions of said permit that:
a. 
At least 10% of the dwelling units in the development, as defined by the development's application (subdivision, site plan, special permit, etc.), shall meet the criteria of affordable dwelling units. For developments consisting of at least three and up to four dwelling units, the applicant shall make a payment in accordance with Section 5670 or shall provide an affordable dwelling unit in accordance with Section 5630. For developments consisting of at least five and up to 10 dwelling units, a minimum of one affordable dwelling unit shall be included in the development. For developments consisting of 11 to 15 dwelling units, a minimum of two affordable dwelling units shall be included in the development. For all other developments where 10% of the dwelling units results in a fractional number, all fractional units of 0.5 or greater shall be rounded up to the nearest whole number to determine the total number of affordable dwelling units required to be included the development.
b. 
The ratio of affordable dwelling units to market rate dwelling units, built in any twelve-month period, shall be at least equivalent to the ratio of affordable dwelling units to market rate dwelling units defined for the entire development. The development's regulatory agreement shall be recorded with the Registry of Deeds prior to the first certificate of occupancy.
c. 
Resale deed restrictions shall be established which ensure affordable dwelling units remain affordable dwelling units in perpetuity or for as long a period as is allowed by law.
5622. 
Dwelling units shall be considered part of a single development if located either on a single parcel or contiguous parcels of land which have been in the same ownership at any time subsequent to the date of adoption of Section 5600. It is the intent of this bylaw to avoid segmentation of developments intended to circumvent the affordable housing requirements set forth in this section.
5623. 
Developments which are permitted under the following regulations shall be exempt from this Section 5600 in its entirety: MGL c. 40B or 40R and, from this Zoning Bylaw, Section 4700A, North Road Residential Overlay District; Section 4700B, Melone Smart Growth Overlay District; Section 4700C, Multi-Family Overlay District; Section 5300, Senior Residential Community; and Section 5400, Incentive Senior Development.
[Amended 5-6-2024 ATM by Art. 33 and Art. 34]

5630 Provision of affordable dwelling units.

5631. 
The requirement to provide affordable dwelling units, as outlined under Subsection 5621, shall be achieved in any one or combination of methods described below, subject to approval by the Planning Board:
a. 
Affordable dwelling units may be constructed on the subject property associated with the special permit.
b. 
Subject to the requirements of Subsection 5621b, affordable dwelling units may be constructed off of the subject property associated with the special permit in another location at 1.5 times the ratio of affordable dwelling units to be constructed on the subject property. The applicant for a development subject to this Section 5600 shall prove to the Planning Board the off-site land is buildable and suitable for residential housing, including under the existing Zoning Bylaw. The Planning Board may require the applicant to submit appraisals or conduct a Phase I environmental site assessment documenting there are no hazardous materials on the property as defined by Massachusetts Department of Environmental Protection and/or the United States Environmental Protection Agency, as well as conduct soil testing to ensure wastewater treatment systems can be implemented. If using this provision, the Planning Board and the applicant for a development shall make best efforts to avoid the dense concentration of affordable dwelling units in Town and shall attempt to ensure affordable dwelling units are spread evenly throughout the community.
c. 
Subject to the requirements of Subsection 5621b, the applicant for a development subject to this bylaw may choose to convert and preserve existing dwelling units not previously established as affordable dwelling units. Affordable dwelling units proposed under this method shall be comparable to the market rate dwelling units in the development, be in good repair, have a home inspection report from a licensed inspector submitted to the Planning Board, and it shall be proven all major home systems have a useful life of at least 10 years.
d. 
For affordable dwelling unit calculations where fractional affordable dwelling units result below 0.5, the applicant for a development subject to this Section 5600 shall pay equivalent fees in lieu of constructing affordable dwelling units (see Section 5670) or provide an additional affordable dwelling unit.
e. 
Other alternatives to providing affordable dwelling units which are not listed in this section will also be considered for approval by the Planning Board.

5640 Provisions applicable to affordable dwelling units.

5641. 
Permissible types of construction for affordable dwelling units, built as a freestanding unit(s) or in combination with a market rate dwelling unit(s) within a development, are as follows:
a. 
Single-family dwellings;
b. 
Two-family dwellings which are designed to be consistent in character with the single-family dwellings in the same development;
c. 
Multifamily dwellings which are designed to be consistent in character with the single-family dwellings in the same development. Such multifamily dwellings may be allowed, provided:
i. 
No more than one doorway faces the front yard area and further provided that, in terms of exterior appearance, the building is compatible in design and, to the extent practicable, indistinguishable from the single-family dwellings in the same development; and
ii. 
There shall be no more than four dwelling units in any residential building; and
iii. 
The total number of multifamily dwellings shall not exceed 10% of the lots in the development.
5642. 
Siting of affordable dwelling units. All affordable dwelling units constructed under this Section 5600, except for those as in Subsection 5631b, shall be situated within the development so as not to be in less desirable locations than market rate dwelling units and shall be no less accessible to public amenities, such as open space, than market rate dwelling units. The site plan shall clearly identify lots proposed for affordable dwelling units.
5643. 
Minimum design and construction standards for affordable dwelling units. Affordable dwelling units shall be integrated with market rate dwelling units and shall be compatible in design, construction quality, and appearance with the market rate dwelling units.

5650 Maximum incomes, rents, and selling prices.

To ensure a development's affordable dwelling units are counted on the Town's Subsidized Housing Inventory, the applicant for a development shall retain a qualified agency or entity to conduct a lottery, and enter into an LIP regulatory agreement compliant with the requirements of the commonwealth's DHCD.

5660 Maintaining affordability.

The purchaser of an affordable dwelling unit developed as a result of this Section 5600 shall agree to execute a deed rider in a form approved by the commonwealth's DHCD or its successor. The applicant for a development subject to this Section 5600 shall be responsible for coordinating with the Planning and Community Development Department and ensuring all requirements of DHCD to include the affordable dwelling units on the Town's Subsidized Housing Inventory are satisfied.

5670 Calculation of fees-in-lieu for fractional affordable dwelling units.

The applicant for a development subject to this Section 5600 shall pay fees in lieu of the construction of fractional affordable dwelling units below 0.5 or provide the affordable dwelling unit in accordance with Section 5630. For the purposes of this Section 5600, the fees in lieu of the construction or provision of affordable dwelling units shall be 300% of the area median income (AMI) for a household of four as reported by the most recent information from the United States Department of Housing and Urban Development (HUD), multiplied by the fractional affordable dwelling unit figure. For purposes of illustration, a twenty-two-unit development shall provide two affordable dwelling units and shall also pay fees-in-lieu equal to 300% of the AMI x 0.2 or, alternatively, provide a total of three affordable dwelling units within the twenty-two-unit development. Fees-in-lieu shall be paid to the Sudbury Housing Trust prior to the issuance of a certificate of occupancy for any unit in the development for the support, development, and preservation of affordable housing.

5680 Severability.

If any provision of this Section 5600 is declared invalid or unenforceable, the other provisions shall not be affected thereby.