HomeMy WebLinkAbout18355 Valley West Square Draft Design Manual1
DRAFT: 08.01.2018
Prepared For:
Kardar, LLC
Prepared By:
111 North Tracy Avenue
Bozeman, Montana 59715
Valley West Square
In the Valley West PUD
DRAFT DESIGN MANUAL
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DRAFT DESIGN MANUAL
Table of Contents
Name Page
Chapter 1: Purpose 4
Chapter 2: Properties and Projects Subject to Design Manual 5
Chapter 3: Relationship to other Documents 6
3.1 Local Land Use Regulations & Building Codes 6
3.2 The Declaration of Protective Covenants & Bylaws for Valley West
Square 6
Chapter 4: Architectural Review Committee 7
4.1 Function 7
4.2 Membership 7
4.3 Scope of Responsibilities 7
4.4 Enforcing Powers 7
4.5 Inspection Access 7
4.6 Limitation of Responsibilities
Chapter 5: Design Review Process 8
5.1 Informal Advice 9
5.2 Form A: Sketch Design Review 10
5.3 Form B: Construction Design Review 12
5.4 Site Plan Review & Building Permits 14
5.5 Inspections 14
5.6 Timing of Construction 15
5.7 Liability 15
Chapter 6: Design Guidelines 17
6.1 Site 17
(a) Intent 17
(b) Fences & Screens 17
(c) Sidewalks 17
6.2 Architecture 18
(a) Character 18
(b) Massing & Articulation 18
(c) Walls & Façades 18
(d) Fenestration 18
(e) Entrance & Doors 18
(f) Roofs 18
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(g) Lighting 19
(h) Specialty Features 19
(i) Signage 19
(j) Prohibited Building Type 19
(k) Lot Specific Information 19
6.3 Parking 20
6.4 Landscape 20
(a) Block Frontage Requirements 21
(b) Pedestrian Oriented Space 21
(c) Vegetation and Solar Gain 21
(d) Hardscape 21
(e) Irrigation 21
(f) Maintenance and Weed Control 21
(g) Vegetation Removal 21
(h) Lot Specific Information 21
6.5 Pedestrian & Common Spaces 22
6.6 Service Areas & Mechanical Equipment 23
Chapter 7: Amendments 24
Chapter 8: Definitions 24
EXHIBITS & APPENDICES
Exhibit 1: Legal Description 25
Exhibit 2: Lot Diagrams 26
Appendix A: Planting List 27
Appendix B: Site Amenities 32
Appendix C: Shared Use Agreement – Lot 6 33
Appendix D: Stormwater Management Plan 34
Appendix E: Forms 35
Appendix F: Pre-occupancy Checklist 38
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Chapter 1: Purpose
These Design Regulations are intended to allow for a cohesive design and character within Valley
West Square, establish minimum requirements and contribute to the surrounding neighborhood
and Valley West PUD. Rather than dictate specific design styles, these regulations are provided to
assist architects and property owners in designing contemporary commercial buildings that are
compatible and have clear order and comprehensive composition. The rules and restrictions
contained within this document are intended for the protection and enjoyment of all business
owners and customers, as well as adjacent residents and visitors.
Diversity of compatible architectural design is encouraged. Each project will be judged on design
merit and not simply be a copy of another building. A given design of building already existing in
Valley West Square does not guarantee that it will necessarily be approved for construction again.
Exceptions to these Design Regulations may be granted only based on design merit as determined
by the Architectural Review Committee (ARC) and outlined in Section 6.4. As a part of the Valley
West Planned Unit Development (PUD), all property owners in the Valley West Square Subdivision
are also bound to that review process as well.
The ARC is not authorized to grant any exceptions to City of Bozeman requirements beyond what
has been approved in the PUD. It is the responsibility of the property owner to ensure that all
proposed construction shall comply with all laws, rules, and regulations including, but not limited to
the current Bozeman Unified Development Code (UDC) and the International Building Code as well
as other applicable plumbing, electric, or building codes.
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Chapter 2: Properties and Projects Subject to Design Manual
These Design Regulations shall apply to the entire subdivision, and all development placed or
erected thereon, unless otherwise specifically excepted herein. Every owner of a real estate interest
within Valley West Square shall be required to comply with these Design Regulations.
No commercial building, wall, parking lot, or other structure shall be made, constructed, erected,
altered or permitted to remain upon the properties until written plans and specifications showing the
design, nature, kind, color, dimensions, shape, elevations, material, use, location and landscaping
have been submitted and approved, in writing, by the ARC, as well as appropriate Valley West PUD
Review and City of Bozeman review, permitting and fee payments.
All plans submitted to the City of Bozeman Department of Community Development or Building
Division for permitting shall be approved in advance by the ARC
It is the responsibility of the property owner to ensure that he/she has the most recent copy of the
Design Regulations for Valley West Square. An application shall be processed consistent with the
Designs Regulations that are in effect thirty (30) days prior to ARC receipt of a complete Form A
submittal as outlined in the Design Regulations.
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Chapter 3: Relationship to other Documents
3.1 Local Land Use Regulations & Building Codes
All current zoning, land use regulations and all other laws, rules and regulations of any government
or agency under whose jurisdiction the land lies are considered part of these Design Regulations by
reference and enforceable hereunder; and all owners of said lands shall be bound by such laws,
rules and regulations. The Bozeman Unified Development Code (UDC) is found in Chapter 38 of
the Bozeman Municipal Code, which can be found online at www.bozeman.net. Additionally, Valley
West Square is a part of the Valley West Planned Unit Development (“PUD") and is subject to the
regulations outlined therein.
The Valley West Square Design Regulations may differ and in fact, may be more
comprehensive or more restrictive than the Bozeman Unified Development Code.
In the event there is a conflict between the Design Regulations and any City land use regulations,
the most restrictive provision shall control.
3.2 The Declaration of Protective Covenants and Bylaws for The Valley West Square
Subdivision
All Lots in The Valley West Square Subdivision are also subject to The Declaration of Protective
Covenants for The Valley West Square Subdivision (“Declaration”), which are on file at the Gallatin
County Clerk & Recorder’s Office, and Bylaws.
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Chapter 4: Architectural Review Committee
A Panel is hereby established known as Valley West Square Architectural Review Committee
(“ARC”).
4.1 Function
The function and purpose of the ARC is to review applications, plans, specifications, materials and
samples to determine if a proposed project conforms to these Design Regulations. To that end, no
structure shall be erected, constructed or altered until municipal, Valley West PUD and ARC and
any other required approvals have been obtained and review processes completed.
4.2 Membership
The ARC shall consist of a Design Liaison (from the Board of Directors), an at-large member of the
Property Owner’s Association appointed by the Board of Directors and an architect. The ARC may
also engage other professional services or other advisors in the review process at the ARC’s sole
discretion.
4.3 Scope of Responsibilities
The ARC has the right to exercise control over all improvements in the Valley West Square
Subdivision. The architect member of the committee shall conduct all design reviews (Forms A, B,
C and all inspections in consultation with the other members of the ARC).
4.4 Enforcing Powers
Should a violation occur, the ARC has the right to injunctive relief, which requires the owner to stop,
remove, and/or alter any improvements in a manner that complies with the standards established
by the ARC. Approval by the ARC does not relieve an owner of his/her obligation to obtain any
government approvals. If such approvals are required and are not obtained by the owner, the ARC
and/or the applicable government agency may take whatever actions are necessary against the
owner to enforce compliance. The ARC has the right to interpret and enforce the Design
Regulations.
4.5 Inspection Access
The ARC reserves the right to access the project property to complete necessary
inspections/observation at any time during the construction process until occupancy or until final
inspection has been completed, whichever is later.
4.6 Limitation of Responsibilities
The primary goal of the ARC is to review the submitted applications, plans, specifications,
materials, and samples to then determine if the proposed site and building exterior substantially
conforms to these Design Regulations at the sole discretion of the ARC. The ARC does not assume
responsibility for the following:
· The structural adequacy, capacity, or safety features of the proposed structure or
improvement.
· Soil erosion, ground water levels, site drainage, non-compatible or unstable soil conditions.
· Compliance with any or all building codes, safety requirements, and governmental laws,
regulation or ordinances.
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Chapter 5: Design Review Process
All development plans shall be reviewed and approved with the procedures established by the
ARC. Applicants shall submit the required documents for each step of the process for each design
review to the following:
Valley West Square Subdivision Architectural Review Committee (ARC)
c/o Intrinsik Architecture, Inc.
111 North Tracy Avenue
Bozeman, Montana 59715
designreview@intrinsikarchitecture.com
Submittals must be clearly labeled with specific project title and address. All forms must be legible
and complete. Forms A/B/C are available at the end of this document.
Upon ARC review, the owner will be notified within fifteen (15) business days of a complete
submittal that the design has been approved, approved with stipulations or disapproved. The
reasons for approval with stipulation and disapproval will be clarified for the owner in writing and/or
with drawings. If an application has been denied, or the approval is subject to conditions that the
owner feels are unacceptable, the owner may request a hearing before the ARC to justify his/her
position at the applicant/owner’s cost. The ARC will consider the arguments and facts presented by
the owner and notify the owner of its decision within fifteen (15) business days.
Incomplete applications may result in notification to the owner of deficiencies or may be returned
without notice of deficiencies. In either event, the application may be subject to additional
processing or a re-submittal fee.
An application for withdrawal may be made without prejudice, provided the request for withdrawal is
made in writing to the ARC. Application fees are non-refundable.
All variance requests pertaining to the ARC approvals must be made in writing to the ARC. Any
variance granted shall be considered unique and will not set any precedent for future decisions.
Variance requests are subject to Section 6.
Fees may be increased on an annual basis as recommended by the ARC and approved by the
Board of Directors.
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5.1 Informal Advice
Prior to beginning the design process, it is recommended that lot owners and
their designers should review the documentation thoroughly.
If there is any question or confusion, applicants are encouraged to contact the ARC
to verify their interpretation of these codes.
An owner or representative may request a meeting with the ARC to discuss
preliminary plans prior to a full Form A (Sketch Design Review) submittal.
Fee: TBD
Required
Documents
Required Submittal
Materials (2 paper copies
+ 1 digital PDF copy)
Schematic Drawing Checklist
None Conceptual plans
appropriate for
informal
discussion
N/A
*Note: Informal (all) meetings and/or reviews requested by the owner
are subject to hourly fees (Approximately $120/hour) in addition to other
standard Design Review fees.
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5.2 Form A: Sketch Design Review
This review checks the designs for general interpretations of the overall Design Regulations. Form
A includes a statement of Acknowledgement. It is expected that the Lot Owner and/or General
Contractor will take all necessary steps to ensure their employees, subcontractors, agents,
suppliers, and others involved in the development of the lot are familiar with and agree to abide by
the covenants, Design Regulations, and approved plans.
Note that Form A review must be completed before Form B review can begin. If a Form B
application is not submitted within three months of Form A review (based on the date of the
approval letter from the ARC) or if the project design changes considerably (as determined by the
ARC), a new full Form A submittal will be required.
Fee* Required
Documents
Required
Drawings
(1 scale hard
copy; 1 digital
copy in PDF
format)
Schematic Drawing Checklist
$450
Form A
(must be signed)
Site Plan
(1/16” or 1/8”
scale)
North arrow;
Property lines;
Setbacks;
Easements;
Sidewalks;
Building Footprints;
Porches, stairs, eaves (as dashed
lines), etc.
Landscape Plan
(1/16” or 1/8”
scale)
Schematic site landscaping;
Boulevard landscaping
Floor Plans
(1/8” scale or
larger)
Room uses labeled;
Windows & doors;
Overhangs;
Dimensions;
Gross square footage for
residence & garage
Elevations
(1/8” scale or
larger)
Porches;
Balconies;
Doors;
Windows;
Materials specified;
Overall height (from average
grade);
Roof pitches
Roof Plan
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*Notes:
1) Additional meetings and/or reviews requested by the owner and as determined by the ARC to be
above and beyond the standard review process are subject to hourly fees in addition to the Design
Review fee and must be paid prior to issuance of approval.
2) Incomplete applications may be returned and are subject to a $150 refiling fee.
3) Half sized scalable drawings are permitted. Digital files (individually) must be 8 MB or less.
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5.3 Form B: Construction Design Review
This process is to review the construction documents for compliance with these Design Regulations
and to verify that the previous CCDC recommendations have been addressed. Conformity to
applicable local regulations and building codes, as well as obtaining appropriate permits is the
responsibility of the owner’s architect and/or builder.
Note again that Form A review must be completed before Form B review can begin. If a Form B
application is not submitted within three months of Form A review (based on the date of the letter
from the CCDC) or if the project design changes considerably (as determined by the CCDC), a new
full Form A submittal will be required.
If any construction begins prior to Form B being completed and/or formal approval, a $3,000 penalty
fee may apply.
Fee* Required
Documents
Required
Drawings
(1 scale hard
copy plus
digital copy in
PDF format)
Drawing Checklist
$900
Form B
(must be
signed)
Site Plan
(1/16” or 1/8”
scale)
All dimensions
must be noted.
North arrow; Property lines;
Setbacks; Easements;
Sidewalk & street location;
Dimensions; Materials for walks & drives;
Building footprints; Porches, stairs,
eaves/overhangs (as dashed lines);
Grading plan; Location and screening of
equipment and meters;
Limits of construction activity
Landscape
Plan
(1/16” or 1/8”
scale)
Site landscaping &
Screening, pedestrian/commercial open
space
Floor Plans
(1/8” scale or
larger)
All dimensions
must be noted.
Building uses labeled;
Windows & doors;
Overhangs;
Dimensions;
Gross square footage
Elevations
(1/4” scale or
larger)
All dimensions
must be noted.
Porches; Balconies; Doors; Windows;
Materials specified;
Overall height (from average grade);
Roof pitches; Lights and light fixture
details & specifications
Color
Rendering
Color rendering of the front elevation and
color chips
Material
Samples
Other as requested by ARC
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*Notes:
1) Form B Fees include three inspections outlined in Section 5.6 below.
2) Additional meetings and/or reviews requested by the owner and as determined by the CCDC to
be above and beyond the standard review process are subject to hourly fees in addition to the
Design Review Fee and must be paid prior to issuance of approval.
2) Incomplete applications may be returned and are subject to a $150 refiling fee.
3) Half sized scalable drawings are permitted. Digital files (individually) must be 8 MB or less.
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5.4 Site Plan Review and Building Permits:
All projects will be required to go through the Site Plan Review process with the City of Bozeman
and all construction projects require a building permit, issued by the City of Bozeman, in addition to
the consent of the ARC.
Prior to any plans being submitted to the City of Bozeman for Review or Permits, the plans must be
approved by the ARC and be approved by the Valley West PUD design review process.
Construction may not commence without the approval of the City of Bozeman, necessary permits
have been obtained and fees collected.
Approval by the ARC does not guarantee approval by the City of Bozeman.
5.5 Inspections
Inspections are required to ensure that construction proceeds in compliance with these covenants
and regulations and the approved drawings. An inspection is required during each of three stages
of construction: framing, siding, and landscaping. The required inspection fees are included in the
Design Review Application Fees.
The inspections will take place generally at three points in time corresponding to when framing is
nearing completion, when siding has started and when the landscaping has been completed.
These inspections may occur at any time and may include multiple visits.
The ARC reserves the right to enter the property and inspect the exterior of the project for
compliance during any stage of construction. The ARC is empowered to enforce its policy as set
forth in the Design Regulations, in law or equity, to ensure compliance.
The inspections shall determine compliance with the design regulations, covenants and approved
plans. If the ARC finds the improvements were not completed according to these documents, the
ARC shall notify the owner of the property following the inspection. The owner shall have ten (10)
business days from the noncompliance notification to submit a work plan delineating the time frame
when the noncompliance will be remedied. The ARC may allow up to forty-five (45) days for the
noncompliance to be remedied if the submitted work plan provides adequate justification for the
requested time. The owner may also propose to modify the approved plans with an “after-the-fact”
Form C application in accordance with Section 5.4. Considerations will be given based on the
purpose of these design regulations.
If the Form C is not approved, or the noncompliance is not remedied within ten (10) business days
of noncompliance notification and the owner does not provide a work plan within said time, or if the
noncompliance is not remedied within the time frame provided in the work plan as approved by the
ARC, the ARC may, at their discretion, remedy the noncompliance as defined in Section 5.4.
The owner shall reimburse the ARC upon demand for all expenses incurred in connection
therewith.
The owner shall also pay the ARC for any time spent on an inspection that is above and beyond the
average inspection (including multiple phases and buildings, staggered construction). Payment
shall be based on the hourly fees (approximately $100/hour). If the owner does not promptly repay
such expenses, the ARC shall levy an assessment and file a lien against such owner and the
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improvement in question and the land on which the same is situated for reimbursement and the
same shall be enforced and/or foreclosed upon in the manner provided for by law.
No building erected or constructed within Valley West Square may be occupied or otherwise used
for its intended purpose until the exterior of the building, other than painting and landscaping is
complete and an occupancy permit is issued by the City of Bozeman. If the owner allows
occupancy of the building prior to completion of the exterior, other than allowed deferred painting
and landscaping, or fails to timely complete the painting and landscaping by the prescribed date,
the Association shall have the right to seek injunctive relief preventing further occupancy of the
building until completion of the required work.
Upon conclusion of the inspections, Form E (Pre-Occupancy Checklist) will be filed with the Valley
West Square Property Owner’s Association. It is the intent of this form to allow prospective owners,
prior to completing purchase, to verify the project was completed according to the Design
Regulations and approved plans. Additionally, individuals may also verify any outstanding issues or
unpaid fees.
5.6 Timing of Construction
Any structure to be erected within Valley West Square, which may only be commenced upon
receipt of all appropriate approvals, must be erected and completed within one (1) year from the
date of the start of construction. If construction of a structure is not commenced within one year of
the Form B approval date, new approvals must be obtained from the CCDC. If exterior painting
and landscaping, including the installation of any sidewalks, cannot reasonably be completed within
the time allowed for completion of construction, the aRC shall allow such painting and landscaping
to be completed by July 15 of the following year. If any structure is commenced and is not
completed in accordance with the plans and specifications within one year, the Directors of the
Association, at their option, may take such action as may be necessary, in their judgment, to
improve the appearance so as to make the property harmonious with other properties and to
comply with the Covenants, including completion of the exterior of the combination thereof, or
removing the uncompleted structure or similar operations. The amount of any expenditure made in
doing so shall be an obligation of the owner. A lien on the property may be recorded and shall be
enforceable by an action at law. In lieu thereof, the Association may take such action as is available
by law, including an injunction, or action for damages.
Any projects requiring phased construction or construction timelines requiring additional time
beyond one (1) year will be assessed extra fees on a case by case basis and based on potential
extra inspections or other circumstances. The applicant should state the timeline requested for
approval with Form A.
5.7 Liability
In passing upon all such plans and specifications, the ARC shall take into consideration the
suitability of the proposed building and the materials of which it is to be built, the lot upon which it is
to be erected, its harmony with the surroundings and the effect of the building on other structures,
as planned, as viewed from adjacent or neighboring lots. The ARC does not review projects for
building code or municipal code issues. The ARC shall use reasonable judgment in passing upon
all such plans and specifications but shall not be liable to any person for its actions in connection
with submitted plans and specifications, unless it is shown that the committee acted with malice or
wrongful intent.
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Neither the Association, the Declarant, the Directors, the ARC nor the individual members thereof,
may be held liable to any person for any damages for any action taken pursuant to these Design
Regulations, including but not limited to, damages which may result from review, correction,
amendment, changes or rejection of plans and specifications, observations or inspections, the
issuance of approvals, or any delays associated with such action on the part of the Board of
Directors.
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Chapter 6: Design Guidelines
The City of Bozeman approved and adopted changes to Chapter 38 of the Bozeman Municipal
Code (BMC). All development must review and adhere to the current design guidelines outlined in
BMC Chapter 38. These regulations and requirements may be found at www.bozeman.net.
The Valley West Square Subdivision is also part of the overall Planned Unit Development (PUD) for
Valley West. Therefor all design requirements related to the PUD also apply.
In addition to the BMC regulations and Valley West PUD, additional requirements are described in
the following sections. Any photos are included reference only. Note that some provisions of this
Design Manual may be more-or-less restrictive than local land use regulations as part of the overall
Valley West Square Subdivision. See Section 6.4 for allowable variations from these design
guidelines. Please also refer to Exhibit 2 for lot diagrams and specific lot by lot requirements.
6.1 Site & Block Frontage Standards
The following site design guidelines are intended to provide a framework for site layouts within
Valley West Square and meet the site and block frontage standards outlined in the Bozeman
Municipal Code (BMC Sec. 38.510 and 38.520.)
(a) Block Frontages
All buildings in Lots 1-5 of the Subdivision will conform to the “Landscaped Block
Frontage” (BMC Sec 38.510.030. C)
Criteria: The intent of the landscaped block frontage designation emphasizes
landscaped frontages and clear pedestrian connections between buildings and the
sidewalk
Landscape Material permitted: Property owners may select plant materials to meet their
landscape installation requirements and points from a list provided in Appendix A.
(b) Fences & Screens
No fences are allowed
Landscape material such as screen walls are required to meet all setbacks and must be
aesthetically connected to and appear as an extension of a building wall.
(c) Pathway Design
All pathways and circulation of the Subdivision will conform to BMC Sec 38.520.030. C
Any existing sidewalks in the right-of-way or open spaces that are damaged during
construction must be repaired or replaced at the lot owner’s expense.
Crosswalks are required where the pedestrian walkways cross the parking areas of Lot
6 (a common lot for all property owners). Crosswalks must be concrete or other
approved surface.
The pedestrian walkways in Lot 6 will be differentiated from asphalt and drive surfaces.
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Pathways must be separated from structures by at least three feet of landscaping where
buildings exceed 100 feet in length, per the Bozeman Municipal Code. Departures are
permitted for other landscaping and/or façade design treatments to provide attractive
pathways will be considered. Examples include sculptural, mosaic, bas-relief artwork, or
other decorative treatments that meet the intent of the code, see 38.520.040.D.3 of the
BMC for an example.
Bicycle racks are provided throughout the campus. Each lot owner is responsible for the
installation and maintenance of the bicycle racks designated for their lot in the Master
Site Plan. For a list of all site amenities, refer to Appendix B.
6.2 Building
The following building design guidelines are intended to promote both building diversity and
compatibility with the neighborhood business node. All building heights, encroachments, etc. are
governed by the BMC and Valley West PUD. Bozeman regulations in Sec. 38.530.404 of the BMC
should be consulted to ensure adherence to applicable codes and regulations. Note that these
Design Regulations may be more restrictive than the city ordinances including but not limited to the
building requirements listed below.
(a) Building Character
To promote appropriate architectural elements that create a cohesive look and feel to the
Valley West Square Subdivision. A focus is placed on human scaled design details, high-
quality materials and sustainable design measures. The desired building character will
enhance and respond to the site’s unique context and Valley West Square’s design intent.
(b) Massing & Articulation
All facades of the main building shall be made of similar materials and be similarly
detailed. See lot diagrams for additional requirements.
(c) Walls & Facades
A minimum 60% of overall wall composition must me made of masonry unless approved
otherwise for design merit. Façades must have overall comprehensive composition and
address and compliment all adjacent site conditions.
(d) Fenestration Design
Windows and doors must be commercial quality aluminum storefront materials unless
approved otherwise for design merit and must have overall comprehensive composition.
(e) Entrances
All egress points must be articulated and be part of the overall comprehensive
composition.
(f) Roofs
A minimum of 60% of each building roof composition must be flat unless otherwise
approved for design merit.
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(g) Lighting
Common space and common element lighting will be determined and installed by the
developer. Maintenance of common light elements will fall under the Property Owner’s
Association responsibility. Sheet PM 1.0 contains a list of fixtures and locations for
common lighting elements.
All exterior building lighting must be dark-sky compliant.
The following lighting is prohibited: obtrusive flood lighting, mercury vapor or high-
pressure sodium lights, metal halide lights, and clear glass or exposed bulb (non-cutoff)
fixtures.
(h) Specialty Features
Buildings featuring food preparation and/or commercial kitchens are required to
incorporate an approved grease interceptor.
(i) Signage
All property owners and businesses will be required to conform to the Bozeman
Municipal Code sign ordinances (38.560), have signage that compliments the building
design and overall project, and receives prior approval before installation.
(j) Prohibited Building Type
Prefabricated, modular, mobile, factory built and/or kit buildings are prohibited.
(k) Lot Specific Information:
General, lot specific regulations are outlined below. Detailed regulations regarding Lot
Coverage, Lot Area, Lot Width, Setbacks, Height, and Use are illustrated in Exhibit 2.
In addition to the general Lot layouts and building configurations, pedestrian plazas are
addressed in Section 6.4, Landscape. Each Lot owner is responsible for achieving all
requirements of their Lot and the intent of the Master Site Plan.
1. Lot 1: The maximum square footage for a building footprint on Lot 1 is 5,000
square feet. Allowable uses for Lot 1 include office and retail. Ground floor office
use requires a Conditional Use Permit. If food service or a commercial kitchen
will be used a grease interceptor is required.
The building on Lot 1 is required to have a tall architectural element in the NW
corner of building. It is also required to have an architectural element of interest
on the south end of the building that addresses and compliments the building on
Lot 2.
2. Lot 2: The maximum square footage for a building footprint on Lot 2 is 5,000
square feet. Allowable uses for Lot 2 include office and retail. Ground floor office
use requires a Conditional Use Permit. If food service or a commercial kitchen
will be used a grease interceptor is required.
The building on Lot 2 is required to an architectural element of interest on the
north and south ends of the building that address and compliment the adjacent
buildings on Lot 1 and 3.
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3. Lot 3: The maximum square footage for a building footprint on Lot 3 is 5,000
square feet. Allowable uses for Lot 3 include office and retail. Ground floor office
use requires a Conditional Use Permit. If food service or a commercial kitchen
will be used a grease interceptor is required.
The building on Lot 3 is required to have a tall architectural element in the SW
corner of building. Lot 3 is located on a high visibility corner, all provisions for
high visibility corners in the Bozeman Municipal Code apply. Lot 3 is also
required to have an architectural element of interest on the north end of the
building that addresses and compliments the building on Lot 2.
4. Lot 4: The maximum square footage for a building footprint on Lot 4 is 5,000
square feet. Allowable uses for Lot 4 include office and retail. Ground floor office
use requires a Conditional Use Permit. If food service or a commercial kitchen
will be used a grease interceptor is required.
The building on Lot 4 is required to have a tall architectural element in the SE
corner of building. Lot 3 is also required to have an architectural element of
interest on the west or north portion of the building that addresses the pedestrian
plaza space and compliments Lot 3.
5. Lot 5: The maximum square footage for a building footprint on Lot 5 is 1,500
square feet. Allowable use for Lot 5 is food or restaurant service, this does not
include convenience uses. A grease receptor must be installed for the building on
Lot 5.
6.3 Parking
Lot 6 of Valley West Square is a common, shared space and supports parking for the other five lots.
The oversight, management and sharing of Lot 6 is detailed in the Declaration of Covenants,
Conditions and Restrictions for Valley West Square. Maintenance of Lot 6 and replacement and
upkeep of all associated elements will fall under the Property Owner’s Association responsibilities.
This includes:
· Parking lot surfacing
· Parking lot landscaping, plant materials, surfacing and related irrigation.
· All internal parking lot painting, striping and traffic regulation measures
· Cross-walk maintenance
· Parking lot lighting
6.4 Landscape
Section 38.550 of the BMC details local regulations with respect to landscaping. The proper use of
plant materials adds to a sense of permanence and consistency for the neighborhood commercial
node and adjacent residential areas while connecting the built and natural environments.
Landscape plans submitted with Form B should outline hardscape elements, and planting areas
with species and quantities listed. Each Owner will be required to meet minimum landscape
specifications related to three general categories: Landscaped frontages, pedestrian-oriented
spaces and site landscaping.
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To enhance pedestrian experience and meet the intent of Valley West Square and meet
City of Bozeman requirements; the landscape plan for the Master Site Plan was
prepared and approved on_____________. Plant material quantities and species
selection must follow this plan. The review authority will consider alternative treatments,
based on design merit and ability to meet the Bozeman Municipal Code requirements.
(a) Street Trees & Boulevards
Individual lot owners shall be responsible for landscaping the boulevard area directly
adjacent to their property prior to occupancy and for the maintenance of the boulevard
area thereafter, unless arranged otherwise.
All boulevard plantings must follow City of Bozeman requirements for street tree
permits. The site is adjacent to a utility easement and overhead wires along
Cottonwood Road. See landscaping plans for approved installation locations and
Appendix A for species selection.
It is the responsibility of the Owner to contact the appropriate utility companies before
digging and installing species.
(b) Vegetation & Solar Gain
Special consideration should be given to areas of sun exposure and shade for the
planting of trees and large shrubs. Landscaping should allow southern exposures
necessary for solar gain in the winter.
(c) Hardscapes
All plazas will consist of concrete walkways or as otherwise approved.
(d) Irrigation Systems & Water Use
Irrigation of common area will be maintained and operated by the Property Owner’s
Association.
(e) Maintenance and Weed control
As further specified in the covenants, all maintenance of landscaping, weed control will
be the responsibility of the Property Owner’s Association.
(f) Vegetation Removal
No landscaping in the right-of-way, parks, open spaces and common areas may be
removed without prior permission from the ARC.
(g) Lot Specific Information:
Lot specific landscaping requirements and locations are listed below. In order to meet
the intent of the Master Site Plan and required landscape points for Valley West Square
as a whole, each lot has been assigned a portion of the landscaping materials. For an
illustrative site layout and full landscape details, please see Sheet L 0.0, the site
landscape plan. A species list is also included in Appendix A. Each Lot owner is
responsible for achieving all requirements of their Lot and the intent of the Master Site
Plan.
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Table 1: Tree and Landscape Material Requirements by Lot
LOT YARD COLUMN A COLUMN B TOTAL PLANTS
1 West 4 Small Ornamental
Trees
1 Large Canopy
Tree
18 Shrubs 9 trees
24 shrubs
South 2 Large Canopy
Trees
2 Ornamental Trees
6 Shrubs
2 West 4 Small Ornamental
Trees
1 Large Canopy
Tree
18 Shrubs 9 trees
24 Shrubs
South 2 Large Canopy
Trees
2 Ornamental Trees
6 Shrubs
3 West 4 Small Ornamental
Trees
1 Large Canopy
Tree
2 Ornamental Trees
6 Shrubs
11 trees
12 shrubs
South 2 Large Canopy
Trees
2 Ornamental Trees
6 Shrubs
4 West 2 Large Canopy
Trees
4 Ornamental Trees 10 Trees
18 Shrubs
South 2 Small Ornamental
Trees
2 Large Canopy
Trees
18 Shrubs
5 West 2 Small Ornamental
Trees
2 Large Canopy
Trees
12 Shrubs 9 Trees
30 Shrubs
North 2 Small Ornamental
Trees
3 Large Non-
Canopy Trees
18 Shrubs
6.5 Pedestrian Oriented and Commercial Open Space
To create usable and vibrant outdoor spaces for employees and visitors, Valley West Square
Subdivision will adhere to the design criteria outlined in Sec 38.520.060.D for pedestrian oriented
open space. This section applies to all plazas and shared spaces in Valley West Square
Subdivision, see sheet L 0.0 for approximate locations of amenities and Appendix B for images of
site amenities.
(a) Paving Materials: Plazas and circulation will be poured concrete. Lot owners may
request to use other paving elements that must be approved by the ARC, meet the intent
of the Master Site Plan and create a cohesive transition between common space and
plaza areas.
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(b) Furniture and Amenities: All site amenities will be installed and maintained by the
property owner’s association. For specific locations please see master site plan
drawings. These amenities are intended to serve the subdivision and create site
cohesion.
8 Park Vue benches by landscape forms
3 FGP Litter receptacles by landscape forms
8 Bikerib 2.0 bicycle racks
6.6 Service Areas and Mechanical Equipment
To reduce visual impact of mechanical and utility needs, as well as maintain accessible service
areas, the requirements of BMC Sec. 38.520.070 apply to all service areas, dumpsters, electrical
panels and mechanical equipment associated with buildings and activities at the Subdivision. In
addition to these requirements, the Subdivision shall adhere to the following stipulations:
(a) Location: Electrical panels, service areas and mechanical equipment shall not be
located adjacent to Cottonwood Road or Babcock Street facing building facades. All
required screening mechanisms shall be detailed on site plans and development
applications. When possible, these areas should be located within landscaped areas and
away from pedestrian access routes.
(b) Screening Materials: Plant materials used for screening must be chosen from the
planting palette approved for the Valley West Square Subdivision. Substitutions may be
granted based on design merit and cohesion with other landscape materials.
(c) Dumpster enclosures: Enclosures are sited in the parking area and are screened
through walls and landscape material. They are considered common elements and will
be maintained through the property owner’s association. No other dumpster or trash
receptacles are allowed.
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Chapter 7: Amendments
Amendments to Design Manual may only be made as set forth in the Declaration.
A submittal shall be processed consistent with the Design Manual in effect 30 days prior to ARC
receipt of a complete Form A submittal.
No improvements that were constructed and approved in accordance with the Design Manual shall
be required to be changed because such standards are thereafter amended.
Chapter 8: Definitions
The words and terms used in this document shall have their customary dictionary definitions unless
otherwise specifically defined within the Declaration or this Design Manual.
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Exhibit 1:
The Valley West Square Subdivision, Legal Description
Lot 3A, Amended plat of the remainder of tract 3, Block 1, Valley West Subdivision
[J-320-A]
Located in NW ¼ of section 10, T.2 S., R. 5E. of P.M.M., City of Bozeman, Gallatin County,
Montana (placeholder, replace with new subdivision legal)
26
Exhibit 2: The Valley West Square Subdivision Lot Diagrams
The following lot exhibits describe building envelopes, setbacks, and required site elements.
27
Appendix A: Planting List
Listed below are the acceptable plant species for Valley West Square. Lot owners are responsible
for achieving the landscape points allocated to their lot on the landscape plan and as detailed in
section 6.4 of the design regulations. The tables below detail which species may be selected for
each category of landscape plant and to achieve a cohesive landscape plan throughout Valley West
Square. Species were chosen for drought tolerance, aesthetics and to achieve the design intent of
the subdivision. All species denoted *** are drought tolerant.
Design Recommendations for Planting Style:
In small rectangular courtyard planters, a ‘monoculture’ planting of low maintenance Ornamental
Grasses or hardy shrubs is preferred. Vigorous shrubs such as Rhus aromatica ‘Gro-lo’, Spirea
befuligolia ‘Tor’ and Juniperous sabina ‘Buffalo’ are especially good shrubs for this application as
they tend to fill in spaces and out compete weeds. They will work well planted with smaller
ornamental trees as they grow lower and provide a good groundcover for the trees.
Large grids of ornamental grasses are also preferred as they only require a Fall/Spring trim and
provide nice impact and screening in Summer-Fall.
Each Lot in Valley West Square shall have street-side perennial and ornamental grass plantings
covering a minimum of 300 square feet per building. These plantings shall be designed with the
required shrub and tree numbers for each lot. Plants should be clustered in groups as opposed to
being scattered singly around building foundations. Bold plantings of similar material and or/ matrix
plantings are encouraged. See photographs (below) for planting styles.
Ornamental grasses and perennials are preferable to thick foundation plantings so as not to cover
windows and obscure sightlines from the street and within the building. Hatches indicating
locations for these plantings are located on the Landscape Plan as a general guideline.
I. Large Trees: Species are noted as canopy and non-canopy to correspond to trees on landscape
plan, and for meeting landscape requirements detailed on the landscape plan.
Large Canopy Trees:
Acceptable for Street tree plantings and parking lot islands
Scientific Name Common Name
Acer freemanii ‘Jeffersred’
Acer platanoides ‘ Helena’
Ulmus Davidiana
Gleditsia triacanthos
Quercus Macrocarpa
Tilia Americana
Ulmus Americana
Acer Platanoides
Ulmus Americana ‘brandon’
Autumn Blaze Maple***
Helena Maple ***
Accolade elm ***
Honey Locust ***
Bur Oak ***
American Linden ‘Dropmore’ ***
American Elm ***
Norway Maple ***
Brandon Elm ***
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Large Non-Canopy Trees:
Scientific Name Common Name
Acer tartaricum
Betula papyrifera
Betula platyphylla
Sorbus decora
Prunus ussuriensis
Prunus virginiana
Prunus Mackii
Tilia Cordata
Tartarian Maple ***
Paper Birch ***
Asian White Birch ‘Dakota pinnacle’***
Showy Mountain Ash***
Ussarian Pear***
Chokecherry ***
Amur Chokecherry ***
Littleaf Linden ‘Greenspire’ ***
II. Small Ornamental Trees – For siting near buildings and planters. The small ornamental trees
are ideally multi-stemmed and well branched, these plants are suitable in small planter strips, in
planted beds near buildings and in courtyard spaces. It is encouraged that small ornamental trees
are grouped together, see landscape plan for notes and quantities required.
Small Ornamental Trees:
Scientific Name Common Name
Acer Ginnala
Maackia amurensis
Sorbus spp
Syringa reticulata
Amelanchier x alnifolia ‘Autumn
brilliance’
Prunus padus var. commutate
Amur Maple ***
Amur Maackia ‘summertime’ ***
Hawthorn ‘snowbird’ ‘toba’, ‘Thornless cockspur’ ***
Japanese tree lilac ***
Serviceberry ***
Mayday Tree ***
III. Shrubs, perennials and grasses – for use in planters, planting strips and landscape beds
Shrubs:
Scientific Name Common Name
Amelanchier alnifolia
Caragana aborescens
Caragana pygmaea
Rhus aromatica
Aronia melanocarpa
Berberis repans
Cotoneaster apiculatus
Berberis thunberfii
Euonymous elatus
Lonicera involucrate
Spirea betulifolia
Spirea Fritschiana
Serviceberr
Peashrub Siberian
Pygmy Peashrub
Sumac ‘grow low’
Iroqois Beauty
Oregon Grape
Cranberry Cotoneaster
Barberry ‘crimson pygmy’
Dwarf Burning bush
Twinberry honeysuckle
Birchleaf spirea ‘Tor’
Fritsch spirea
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Spirea x bumalda
Prunus besseyi
Ribes alpinum
Syringa patula
Viburnum trilobum
Cornus alba
Spirea ‘Froebel’
Sandcherry ‘Pawnee butte’
Alpine currant ‘greenmoung’
Dwarf Lilac ‘Ms. Kim’
Dwarf American Cranberrybush ‘Bailey compact’
Dogwood ‘ Ivory Halo’ ‘ Elegantissima’
Evergreen Shrubs:
Scientific Name Common Name
Juniperus Sabina
Juniperus scopulorum
Picea abies
Picea pungens
Pinus mugo
Taxus x media
Savin juniper ‘broadmoor’ ‘buffalo’
Rocky mountain juniper
Dwarf spruce – ‘little gem’ ‘birds nest’
Dwarf Blue Spruce ‘Globosa’
Mugo Pine ‘Tannenbaum’ ‘Valley Cushion’ ‘Slow mound’
Spreading Yew ‘Taunton’***
Ornamental Grasses
Scientific Name Common Name
Calamagrostis x acutiflora
Festuca Glauca
Helectotrichon semperviviens
Panicum virgatum
Sporobulus heterolepsis
Selseria autumnalis
Feather reed grass ‘karl forester’ ‘Avalanche’ ‘El Dorado’ ‘
Blue Fescue ‘Blue select’
Blue oat grass
Switchgrass ‘Northwind’ ‘Shenandoah’
Prairie dropseed
Autumn moor grass
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Flowering Perennials:
Scientific Name Common Name
Artemisia versicolor
Centranthys ruber ‘coccineus’
Geum triflorum
Nepeta Fasenii
Penstemon strictus
Perovskia atriplicifolia
Salvia x sylvestris ‘snow hill’
Salvia x nermerosa ‘caradonna’,
may night’
Veronica liwensis
Sedum spp
Amsonia hybrid
Aster hybrid
Cerastium tomentosum
Echinacea purpurea
Hemerocallus sp
Heuchera
Iris Siberica
Penstemon spp
Rudbeckia fulgida
Stachys monieri
Veronica spicata
Sage ‘seafoam’
Jupiter’s beard
Prairie smoke
Catmint ‘dropmore’, ‘walkers low’
Rocky Mountain Penstemon
Russian Sage
Snow hill meadow sage
meadow sage
Turkish Veronica
Sedum
Amsonia ‘blue ice’
Aster ‘tiny theo’ ‘woods purple’
snow in summer
Echinacea ‘magnus’ ‘sunrise’ ‘white swan’ ‘vintage wine’
Daylily
coral bells
Siberina Iris
Penstemon
Black Eyed Susan ‘little goldstar’ ‘Goldstrum’
Betony ‘Hummelo’
Veronica
IV. SAMPLE IMAGES
The above images are examples of “bold plantings of similar materials” to achieve large swaths of
color and texture while filling landscape areas.
31
Additional examples of massing and mixing perennials and flowering plants.
Trees mixed with perennial/grasses as ground cover
Low growing, hearty shrub, Rhus aromatica ‘Gro-lo’, as a monoculture shrub installed around a
tree.
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Appendix B: Site Amenities
Below are images of the site amenities to be installed throughout the Valley West Square
Subdivision campus. See Master Site Plan for locations/lots and quantities.
ITEM MANUFACTURER IMAGE
Litter Receptacle (3) FGP by Landscape
Forms
Benches (8) Park Vue by Landscape
forms
Bicycle Rack (8) BikeRib 2.0
BikeRack.com
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Appendix C: The Valley West Square Subdivision – Executed Shared Use Agreement for
Stormwater access
DRAFT INCLUDED IN MSP APPLICATION, FINAL SIGNED COPY TO BE INSERTED INTO
DESIGN REGS
34
Appendix D: Stormwater Maintenance Plan
DRAFT INCLUDED IN MSP APPLICATION, FINAL SIGNED COPY TO BE INSERTED INTO
DESIGN REGS
35
Appendix E: Form (A, B, C)
Design Review Panel – Valley West Square
Indicate Form being submitted by checking appropriate box(s):
Form A: Sketch Design Review
Form B: Construction Design Review
Form C: Application for Change(s)
Property Information:
Street Address: ________________________________________________________
Lot __________ Block _________ Phase _________
All design review correspondence will go to primary contact(s).
Indicate primary contact(s) for correspondence by checking appropriate box(s):
Owner Information:
Name: ________________________________________________________________
Mailing Address: _______________________________________________________
Telephone: ___________________________ Email: _______________________
Architect Information:
Name: ________________________________________________________________
Mailing Address: _______________________________________________________
Telephone: ___________________________ Email: _______________________
Builder Information:
Name: ________________________________________________________________
Mailing Address: _______________________________________________________
Telephone: ___________________________ Email: _______________________
Landscape Designer Information:
Name: ________________________________________________________________
Mailing Address: _______________________________________________________
Telephone: ___________________________ Email: _______________________
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Project Timelines: Please list anticipated completions dates for each phase.
Valley West Square Design Review
Approval:__________________________
City Approval: ______________________
Break Ground:______________________
Foundation: _________________
Framing: _____________________
Siding: _______________________
Landscaping:________________
Variances:
Are any variances from the Valley West Square Design Regulations being requested under this
application?
Yes
No
If yes, please describe and include design merit justification for variance:
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
______________________________________________________________________
Request for Changes (Form C):
1. Type of Modification
Proposed Modification
Modification Already Constructed
2. Change Description and reason for change:
(Attach specific drawings of proposed change.)
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_________________________________________________________________________
2. Items submitted (please check):
37
Review Fee
Site Plan including grading
Floor Plans
Roof Plan
Elevations including colored front elevation
Sections
Roof plan
Landscape Plan
Digital Copy of Submittal (PDF)
1 Hard/Paper Copy
Samples and Cut Sheets
Acknowledgement Statement:
The Lot Owner acknowledges that he/she has received, read and will abide by the Design Manual
for The Valley West Square Subdivision.
As stated in the both the Covenants and Design Manual, violations will be remedied by The ----
Property Owner’s Association whereupon the Lot Owner will be responsible for the cost of the
remedy.
I (We) ______________________________________________ am/are the owner(s) of record of
Lot ____, Block _____, Phase __________ of The -----. I/We have read these requirements and
understand their implications. Furthermore, I (we) have been given sufficient opportunity to discuss
any questions we may have regarding these requirements with a member of The Design Review
Panel. My (Our) signature(s) below is/are evidence of my/our intent to comply with these
requirements.
Owner Signature: __________________________________ Date: _________
Printed Name:___________________________________________________
Applicant Signature: ________________________________ Date: _________
Printed Name: ___________________________________________________
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Appendix F: Pre-Occupancy Checklist
Form A:
Date Completed: ______________________________________________________________
Form B:
Date Completed:___________________________________________________________
Issues:___________________________________________________________________
Date Resolved:________________________________________________________________
Form C (if applicable):
Date Completed:__________________________________________________________
Project Description:_________________________________________________________
Form C (if applicable):
Date Completed:___________________________________________________________
Project Description:_________________________________________________________
Inspection 1:
Date Completed:___________________________________________________________
Purpose:________________________________________________________________
Issues:___________________________________________________________________
Date Resolved: ____________________________________________________________
Inspection 1:
Date Completed: _________________________________________________________
Purpose:_________________________________________________________________
Issues:___________________________________________________________________
Date Resolved:____________________________________________________________
Inspection 1:
Date Completed: ________________________________________________________
Purpose:_________________________________________________________________
Issues:__________________________________________________________________
Date Resolved:___________________________________________________________
Final Summary:_______________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Reviewer: ______________________________________ Date:___________________