HomeMy WebLinkAboutNCOD Review Draft Presentation
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POLICY RECOMMENDATIONS FOR THE
NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT AND HISTORIC PRESERVATION
AGENDA
2
Scope
Schedule
NCOD History
Project Team
Engagement Methods
Themes
Recommendations
Work Program
PROJECT SCOPE
“Re-evaluate the use of the NCOD and where
and how it is applied.”
Review existing conditions
and recommend possible
alternatives to NCOD.
1
Recommend improvements
to historic preservation
program and Advisory Board.
2
Conduct innovative and
effective community
outreach.
3
PROJECT SCOPE
SCHEDULE
Project and Scope
Finalization
Project Kick-Off
Stakeholder Mapping
Staff Survey
Outreach Plan
Windshield Survey
Community Survey
Media Release #1
NCOD Review
BPAG Luncheon
Public Historic Tour
HPAB Meeting
Small Group Meetings
Stakeholder Meetings
Neighborhood Survey
Open House Meeting #1
Listening Post Bogerts
Listening Post Library
Data Conversion
Outreach Summary #1
Draft #1March April May June July AugustMap Brewing Event
HPAB Meeting
Baxter Hotel Polling #1
Baxter Hotel Polling #2
Board Member Meeting
Story Mansion Event
Data ConversionSeptember OctoberOutreach Summary #2
Cumulative Data Analysis
Joint Board Meeting
Final Recommendations
Draft Work Plan
Media Release #2NovemberDecember Commission Meeting
Work Plan Adoption
Final ReportJanuaryFebruaryMarchApril20182019
PHASE I PHASE II PHASE III
We are here
NCOD HISTORY
1978
South Willson
Avenue His-
toric District
nomination to
National Reg-
ister
City of Boze-
man and SHPO
conduct large
scale architec-
tural survey
1984
1986-7
Nomination
of 8 historic
districts and
50 individual
properties
Implementation
of large-scale
zoning overlay
to encompass
historic districts
(NCOD)
1991
2004
City updated
zoning stan-
dards for re-
quired setbacks
and lot sizes to
be more compli-
ant with historic
patterns
City of Bozeman
updated NCOD
Design Guidelines
to create more
flexibility
2006
2015
Introduction of
subchapter 4B
Second update
to Design Guide-
lines and NCOD
Audit
NCOD Review
Project completion
and final work plan
adoption
2019
OUR TEAM
Sara Adams, AICP
Historic Preservation
BendonAdams Orion Planning + Design
Chris Bendon, AICP
Process Analysis
Reilly Thimons, IAP2
Public Engagement
Allison Mouch, AICP
Policy Analysis
Carol Rhea, AICP
Process and Policy
EXPERTISELand Use Moratorium Devel-
opment Scenarios, Aspen Re-
sponding to changes to Aspen
Land Use Code in 2016, Ben-
donAdams analyzed develop-
ment scenarios based upon
changes to zoning, mitigation,
and site planning requirements
to recommend Code changes.
Commercial Design Guidelines
and Standards, Aspen In 2016,
BendonAdams rewrote the City
of Aspen Commercial, Lodg-
ing and Historic District Design
Guidelines including updates to
neighborhood boundaries, pub-
lic amenity, and Board Reviews.
Historic Preservation Design
Guidelines, Aspen Sara worked
to revise the City of Aspen His-
toric Preservation Design Guide-
lines including a new chapter
on site planning and innovative
language for new development
on historic properties.
Aspen Area Community Plan, Aspen. Chris facilitated the
development, adoption and
successful implementation of the 2012 Aspen Area Community Plan, which facilitated discussions with
thousands of citizens through
multiple techniques ranging
from personal interviews to “clicker sessions” to web-based venues.
Historic Preservation Design
Guidelines, Rochester NH Ben-
donAdams is currently writing
the City of Rochester’s new His-
toric Preservation Design Guide-
lines and working on Land Use
Code amendments to allow for
increased density and infill in
the historic district.
Development Department In-
ternal Processes Audit, City of Anchorage Chris and Sara con-
ducted an internal processes
audit of the building & plan-
ning departments to identify
gaps. Chris and Sara facilitated
discussions with Staff to em-
power them to solve each issue
with attainable solutions.
Moratorium Land Use
Code Amendments City of
Aspen Reilly developed and
managed 30+ events and 20+
Board meetings across six City
of Aspen Code rewrite projects
as part of a year-long devel-
opment moratorium covering
growth management, off-street
parking, use mix, mitigation, and
view planes.
Aspen Modern Program, As-pen. Chris and Sara developed
an AspenModern program that
preserves mid-century histor-
ic resources. This program in-
volved a 2-year process with a
citizen task force that resulted in
changing community sentiment
through education and the
implementation of a voluntary
landmark program.
2014 nati
o
n
al
a
w
a
r
d
winner
2017 CO
A
P
A
A
w
a
r
d
Laramie Downtown Project,
Laramie WY. Orion teamed with
Arnett Muldrow & Associates,
Mahan Rykiel Associates and
Community Design Solutions to
update the Downtown Devel-
opment Plan for Laramie, Wy-
oming. The planning area was
comprised of approximately 50
square blocks of historic down-
town Laramie.
Sheridan Land Use Plan, Sheri-dan WY. Orion is working on the
Sheridan, Wyoming Land Use
Plan consists of three phases:
Existing Conditions, Land Use
Analysis and Community Vision,
and Land Use Policy and Com-
munity Master Plan. The proj-
ect schedule encompasses 14
months with heavy engagement
opportunities.
Oxford Comp Plan, Oxford, MS. Orion was selected to lead
this effort based on Orion’s
outstanding ability to diagnose
community development dy-
namics and facilitate the cre-
ation of effective, workable
solutions that are sensitive to
the preservation of Oxford’s his-
toric neighborhoods.
Maui County Title 19 Zoning Code Audit, Maui, HI. Orion
was hired by Maui County to
conduct a comprehensive au-
dit of their county-wide zoning
code. Prior to the initiation of
the audit, Title 19 had not been
through a comprehensive re-
view or rewrite since the 1950’s.
ENGAGEMENT
METHODS
Stakeholder Mapping
Outreach + Communications Plan
Project Page
Online and Windshield Survey
Historic Tours
Open Houses
Listening Posts
Stakeholder Meetings
Staff Meetings
Board Meetings
Live polling sessions
WE ASKED PARTICIPANTS ABOUT
NCOD
Purpose and
Boundary
Key role and
function of the
NCOD
Streamlining pro-
cesses and project
Information
Where to
encourage new
development
Role of Historic
Preservation
Advisory Board
Current
policy and
regulations
Design
Guidelines and
Standards
Transition zones
and boundary
adjustments
Historic
preservation
program
BY THE NUMBERS
403
Participants
120+
Questions
asked
~7,500
Data
Points
22
Historic
Tour Attendees
18
Total Outreach
Opportunities
30
Formal
Submissions
93%
Bozeman
Residents
80%
Repeat
Participants
645
Open
Comments
34
Stakeholder
Groups
174
Online
Surveys
635
Windshield
Surveys
WINDSHIELD SURVEYRoof forms
Trees
Fencing
Landscape
Number of stories
Roof typology
Chimneys
Porches
Window typology
Entrance features
Materials of principal building
Detached secondary buildings
635 properties
RECOMMENDATIONS
+ WORK PLAN
The following slides outline the level of sup-
port for policy recommendations concerning
the NCOD purpose and boundary, historic
preservation program, zoning and context,
streamlining processes, and dissemination of
development information.
A suggested work program has been com-
piled indicating short, medium, and longterm
priorities; and will be reviewed by City staff
and City Commissioners.
NCOD PURPOSE + BOUNDARYRetaining the NCOD1
Topic Support Recommendation
2.1 Retain the NCOD and focus on two
programs to distinguish two separate
goals: promote historic preservation
through local designation and estab-
lish neighborhood character areas.
High
Not changing the NCOD area2
2.2 Adjust NCOD boundary based
upon results of building survey:
1) North 7th all in or out,
2) Use Frontage Street as
northern edge,
3) Conduct building survey to provide
basis for boundary adjustments
4) Complete an architectural survey
Create standards and guide-
lines specific to areas / neigh-
borhoods within the NCOD
3 2.3 Create Neighborhood Character
Design Standards and Guidelines.
Mixed
High
NCOD PURPOSE + BOUNDARYSHORT TERM MID-TERM LONG-TERM
Architectural Inventory - historic districts and landmarks (build on recent inventory of downtown buildings).
Prioritize historic districts based on feedback from July neighborhood survey results.
Building survey of
neighborhood character -
use July windshield survey
as example.
Adjust NCOD boundary
based on results of building
survey:
* N. 7th all in or out.
* Use Frontage St. as
northern edge.
Define neighborhood
character.
Adopt local historic preservation program with Bozeman
specific rules to designate landmarks, districts, process for
exterior changes.
Create neighborhood character design standards
and guidelines.
HISTORIC PRESERVATIONCreate local historic preserva-
tion program applicable to dis-
tricts and landmarks regardless
of NCOD boundary.
1
Topic Support Recommendation
3.1 Alternative: Phase in a stronger
historic preservation programMixed
Develop incentives for historic
properties.2 3.2 Expand incentives for historic
property owners
Elevate Historic Preservation
Board to a decision-making
body.
3
3.3 Alternative: Require HPAB rec-
ommendations for historic proj-
ects and projects within a historic
district
High
Low
Create historic preservation
standards and guidelines.4
3.4 Create historic design standards
and guidelines for historic districts
and landmarks that align with up-
dated Sec. of Interior’s Standards.
High
HISTORIC PRESERVATIONSHORT TERM MID-TERM LONG-TERM
Training for HPAB Members
Develop preservation plan
with HPAB to identify pres-
ervation goals.
Explore incentives for his-
toric properties, historic
districts.
Develop quick reference
guides for appropriate re-
pairs of historic properties.
Process for HPAB recommendations for historic projects
and projects within a historic district.
Adopt incentives for historic property owners.
Create historic design standards and guidelines for historic
districts and landmarks that align with
updated Sec. of Interior’s Standards.
Locally designate National
Register (NR) properties
with owner consent.
Begin process to nominate
new NR listings and bound-
aries for NR historic
districts.
Begin process to amend NR
listings and boundaries for
NR historic districts.
RELATING ZONING TO CONTEXTAdjust B-3 Boundary near his-
toric districts to encourage bet-
ter transition. Use streets to de-
lineate boundary.
1
Topic Support Recommendation
4.1 Create a B-3 transitional zone
for areas located beyond the Core.
Incorporate additional transition
standards within the existing zone
edge transition requirements.
Mixed
Align zone district boundaries
and dimensional allowances
with historic districts
2 4.2 Alternative: Explore adjusting
the historic district boundaries
to relate to the existing zone dis-
tricts.
Consider aligning zone district
allowances with neighborhood
character.
3
4.3 Align zone districts with neigh-
borhood character. Update form
and intensity standards to bet-
ter address concerns about mass
and scale. Update current design
guidelines and add standards to
better address concerns about
mass and scale.
Mixed
Mixed
RELATING ZONING TO CONTEXTSHORT TERM MID-TERM LONG-TERM
Analyze zone districts:
ID where dimensional require-
ments and boundaries conflict
with neighborhood character/
future vision, or historic district
boundary.
Map review process and iden-
tify redundant requirements
and areas of overlap for proj-
ects within the NCOD: i.e. Arti-
cle 5, Site Plan Review, Project
Review...
Amend zone district requirements to relate to neighbor-
hood (or historic district if applicable) character
(either existing or future vision).
Create transition specific standards and guidelines that are
context based and replace Article 5 standards (where it is
redundant) for projects within NCOD.
Create design standards and guidelines specific to com-
mercial, mixed use and lodge in B3 and adopted URDs; and
subject to a review process by Staff or Commission with
referrals. Reference and align design standards and
guidelines with the adopted DBIP and VisionNE.
Residential within the B3 or URD are subject to residential
specific guidelines and traditional NCOD review process.
Transition standards are in place and apply to edges of B3.
STREAMLINE PROCESSEnsure the review process is un-
derstandable and streamlined. 1
Topic Support Recommendation
5.1 Map out the different review
processes to determine overlap
and areas to simplify and consoli-
date.
Develop review criteria that is ob-
jective and allows some flexibility.
This can be achieved through a mix
of regulations, design standards
and design guidelines.
High
STREAMLINE PROCESSSHORT TERM MID-TERM LONG-TERM
Exempt the NCOD from duplicative review processes and
replace with context derived standards and guidelines.
PROJECT INFORMATIONStrengthen existing project in-
formation channels. 1
Topic Support Recommendation
6.1 Explore working with GIS De-
partment and web administrators
on how to integrate additional in-
formation into the existing GIS lay-
ers and website to make detailed
project information more readily
available to the public.
Look into an educational campaign
through City social media channels
discussing where to find planning
project information.
High
Increase opportunity for com-
munity awareness through no-
ticed public hearings.2 6.2 Explore meetings prior to ap-
plication review (with impacted
neighbors). Explore collecting in-
put from neighborhood associa-
tions on large scale projects.
High
PROJECT INFORMATIONSHORT TERM MID-TERM LONG-TERM
Explore methods for input from
established neighborhood asso-
ciations on large scale projects
and possibly rezoning
applications.
Explore hosting meetings prior
to application review for
impacted neighbors.
Architectural Inventory - historic districts and landmarks (build on recent inventory of downtown buildings. Prioritize historic districts based on feedback from July neighborhood survey results.
Adopt local historic preservation program with Bozeman specific rules to desig-nate landmarks, districts, process for exterior changes.
Begin process to amend NR listings and
boundaries for NR historic districts.
Write context papers on Bozeman’s
vernacular buildings identified in survey but not eligible for National Register
Locally designate National Register (NR)properties with owner consent.
Develop quick reference guides for ap-propriate repairs of historic properties
Create historic design standards and guidelines for historic districts and land-
marks that align with updated Sec. of Interior’s Standards.
Develop preservation plan with HPAB to identify preservation goals.
Training for HPAB members.
Explore incentives for historic proper-
ties, historic districts.
Adopt incentives for historic property owners.
Process for HPAB recommendations for historic projects and projects within a
historic district. Begin process to nominate new NR listings and boundaries for NR historic districts.
Map review process and identify redundant
requirements and areas of overlap for proj-ects within the NCOD: i.e. Article 5, Site Plan
Review, Project Review..
Exempt the NCOD from duplicative review processes and replace with context derived standards and guidelines.
Analyze zone districts:
ID where dimensional requirements and boundaries conflict with neighborhood
character/future vision, or historic district boundary.
Require input from established
neighborhood associations on large scale projects and possibly rezoning
applications.
Require neighborhood meeting prior to application review.
Amend zone district requirements to relate to neighborhood (or historic district
if applicable) character (either existing or future vision).
Adjust zone district boundaries to use streets, alleys?, geographic barriers, adopted plans.
Building survey of neighbor-hood character - use July windshield survey as example.
Third party to conduct 6-10 development scenarios to test zone district requirements and Article 5 along transition edges of B3 and potential impact of taller buildings between historic Main Street and historic districts to the north and south. SP
Create neighborhood character design standards and guidelines.
Create transition specific standards and guidelines that are context based and replace Article 5 standards (where it is redundant) for projects within NCOD.
Create design standards and guidelines specific to commercial, mixed use and lodge in B3 and adopted URDs; and subject to a review process by Staff or Commis-sion with referrals. Design standards and guidelines reference and align with the
adopted DBIP and VisionNE.
Adjust NCOD boundary based on results of building survey:
* N. 7th all in or out.* Use Frontage St. as northern edge.
Residential within the B3 or URD are subject to residential specific guidelines and traditional NCOD review process. Transition standards are in place and apply to
edges of B3.
Define neighborhood character.COMPREHENSIVE WORK PLANSHORT TERM MID-TERM LONGTERM
QUESTIONS FOR BOARDS
Do you generally support the recommendations?1
2 Is there anything else that should be considered?
NEXT STEPS
26
CITY COMMISSION MEETING
MARCH 11TH