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Section II: Project Summary & Schedule
Project Summary
The Arrowleaf Park & Perennial Park Planned Unit Development (PUD) is an infill
neighborhood that lies within the underlying Lowe ’s & Saccoccia PUD. Arrowleaf
Park & Perennial Park represents a diverse mixed -use neighborhood offering
options for multigenerational housing in a variety of building types, as well as family
housing services, early childhood education, and onsite health services. The overall
design intent seeks to create a mix of affordable rental options within a quality
walkable neighborhood that fosters a sense of community around shared recreation
spaces in close proximity to jobs and services.
The proposed project includes twelve (12) buildings situated on the 12.776 acre site,
which lies within the B-2 Zoning District. This project site has numerous constraints
due to its unique shape and proximity to existing roadways and adjacent wetlands.
The proposed PUD will capitalize on these challenges and use the site’s attributes
to create a vibrant, diverse, and affordable neighborhood.
The intent of the Arrowleaf Park & Perennial Park is envisioned as a multi -
household, workforce, and active senior housing community. The Human Resource
Development Council (HRDC) is a partner in this project and will serve as the
implementing agency for the Affordable Housing Plan (Appendix E) for this project,
ensuring that the 232-units of onsite residential housing remain affordable for a
minimum of twenty (20) years. Project development cost will be funded in part by
federal housing tax credits. These apartments meet area housing needs and
priorities, and addresses area market concerns.
A Community Health Partners clinic is to be placed in the southeast corner of the
site, adjacent to Tschache Lane. Community Health Partners (CHP) is a local, non-
profit organization that provides primary medical, dental, and behavioral healthcare
for 11,500 individuals across Gallatin and Park Counties, regardless of ability to
pay. The CHP clinic will have a medical clinic, behavioral health clinic, and a dental
clinic. Full-time physicians and dentists will serve this site, providing essential care
for the community and the Arrowleaf Park & Perennial Park neighborhood.
Also located along and facing Tschache Lane, the Family Promise building is to be
placed on the southeast portion of the site. It serves as the headquarters for Family
Promise (second-floor), a non-profit that serves homeless families, as well as
serving to house the Early Childhood Center (first-floor). Located on the upper level,
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the Day Center contains the Family Promise administrative offices as well as spaces
for families to spend time during daytime hours while working toward stable housing.
Spaces for job and housing counseling, case management, and computer use are
coupled with comfortable waiting and dining areas. Families may prepare lunches in
the small kitchenette while doing laundry, working on school work, or working with
Family Promise staff. An upper level deck is available for children to spend time
outdoors while families are at the center.
The Early Childhood Center is located on the ground level and will serve up to 96
children from families both on this site and in the larger community. Children from
infants through 5 year-olds will be cared for in seven classrooms. Administrative,
activity, and other related support spaces are also provided. A large playground is
located on the east side of the building adjacent to the north/south trail allowing
opportunities for teachers and children to utilize this outdoor amenity. The
playground area contains a smaller play area for toddlers and a shade pavilion. This
Early Childhood Center will also provide opportunities for college students learning
about early childhood education to observe classrooms as part of the MSU Early
Childhood degree program.
In addition to advancing the affordable housing goals of the City of Bozeman, this
project is proposing significant improvements to the underutilized onsite public
recreation pathway in alignment with the City’s adopted Code and PROST Plan. By
re-establishing the multi-use trail and enhancing its design, this project therefore
creates an ADA-accessible amenity that can be utilized by anyone.
Application & Site History
The following City of Bozeman entitlement steps have been completed to date:
• In early 2019, City of Bozeman Staff and the Development Review
Committee conducted a Conceptual Review and provided comments (File
No. 19025).
• In mid-2019, City of Bozeman Staff and the Development Review
Committee conducted a review of the Concept Planned Unit Development
(PUD) and provided comments (File No. 19200).
The project team has reviewed the comments that have been provided and
incorporated the suggestions and standards into the project design. A narrative
response to these previously issued comments can be found in Section V.
As noted, the Arrowleaf Park & Perennial Park Project lies within an existing PUD.
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The entire PUD site is 39.99 acres, with the Arrowleaf Park & Perennial Park site
comprising 12.776 acres on the eastern portion of the PUD. The current plat
includes multiple lots within the PUD. The Saccoccia PUD was initiated in 2001-
2002 in conjunction with a minor subdivision. The Saccoccia PUD received approval
in 2004 (P-02009) and included five relaxations as outlined in Table II.a and in
Appendix I.11.
Shortly after the Saccoccia PUD was approved, the Lowe’s PUD, consisting of a
modification to the Saccoccia PUD, was submitted and received approval in August
of 2005 (File No. Z-05128, Appendix I.3). It included one additional relaxation, see
Table II.b.
NO. UDC
REFERENCE* DESCRIPTION APPLICABLE RELAXATION
1 38.020.050 Building Size Limit To allow Lowe’s HIW store to exceed 75,000
sf maximum floor area
Table II.b: Approved Relaxation for Lowe’s MOD to Saccoccia PUD
(Appendix I.12)
NO. UDC
REFERENCE* DESCRIPTION APPLICABLE RELAXATION
1 38.020.050 Building Height To allow the buildings heights to exceed the
maximums allowed in the M-1 and B-2 zoning
districts, but not to exceed 48 feet.
2 38.310.030 Permitted uses To allow uses identified as permitted uses in
the B-2 and M-1
3 38.350.030.D Water & Sanitary
Sewer System
Requirements
To allow concurrent installation of
infrastructure improvements and construction
of a specific project
4 38.560 Sign Code To allow one pole sign to exceed allowable
height by 12 feet and 50 sf in area, one pole
sign to exceed the allowable height by 4 feet
and 16 sf in area, and one monument sign to
exceed allowable height by 6 feet and 32 sf in
area
5 38.570.060.A Glare and
Lighting
To allow the proposed lantern style lighting
that does not conform to the requirement that
prohibits luminaries and lenses to protrude
below the edge of the light fixture.
Table II.a: Approved Relaxations for Saccoccia CUP/PUD (Appendix I.11)
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In 2007 the Plat was updated to include a dedicated PUD Common Open Space lot
of approximately 3.39 gross acres as a separate lot (Appendix I.6). This lot
includes a common stormwater drainage area and basin. The Plat was updated
again in 2008 to remove the lot lines between Lots 3, 4 and 5; creating a singular
Lot 3A, where the Arrowleaf Park & Perennial Park Project is proposed (Appendix
I.7).
In addition to the relaxations for the Lowe’s-Saccoccia PUDs, there are applicable
Design Guidelines and Easements, Covenants, Conditions & Restrictions’ (ECCRs).
These documents have undergone updates as the PUD was modified. The current
Guidelines were submitted in 2005 and the current ECCRs were amended and filed
with the Clerk & Recorder in November 2005 (Doc. No.’s 2207231 & 2207846). All of
these documents are included with this application as Appendices I.1, I.2, I.4, and
I.5.
As has been established, the Arrowleaf Park & Perennial Park Neighborhood
Planned Unit Development lies within the underlying Lowe’s & Saccoccia PUD. This
current Preliminary PUD application therefore is technically classified as a major
change to the underlying PUD. The justification for the major change to the PUD per
38.430.040.3.d.(2) are as follows:
1. A change in the character of the development;
The original PUDs were geared towards and focused on commercial
development. The Lowe’s PUD Modification did contemplate residential
development and added language in the design guidelines reflecting this (see
page 1 of Appendix I.2). Residential uses are allowed per the ECCRs
(Appendix I.5).
2. Increase of greater than 5% of the approved number of residential buildings; &
While residential uses are allowed, currently the site contains no residential
buildings and none were approved under previous PUD applications.
3. Reduction in the approved open space.
The original PUD achieved its performance points through a the designation
of 30% of the development as Open Space. This Open Space was used to
satisfy the requirements of the Entry Way Corridor standards as well as to
satisfy the performance points necessary to establish the PUD. The originally
approved PUD Open Space is distributed throughout the parcels of the entire
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PUD with approximately 3.43 acres occurring on the Arrowleaf Park &
Perennial Park parcel (Appendix I.8). The applicant proposes to remove this
onsite Open Space and to replace the lost open space performance points
with Affordable Housing points, resulting in significantly more PUD points
than required (further detailed below on Page 7 and in Section VIII).
Relevant Historical Approval Considerations
As there are multitude of previous approvals associated with this project site, it is important to
ensure that the proposed project is in accordance with conditions associated with these
previous approvals. The relevant approval is specified below and the associated documents
have been included in the Appendix as noted herein. It is possible there are additional
approvals relevant to this current application, and, if that is the case, the applicant requests
that satisfaction of any outstanding requirements be addressed with the Final PUD application.
The Saccoccia Conditional Use Permit to establish the Planned Unit Development was
approved by the City of Bozeman in 2004 (Appendix I.10). This approval authorized five (5)
relaxations, described on Page 2 of this Section, and included a variety of conditions of
approval. Conditions of approval that remain relevant to this application include:
• Condition of Approval #1 – The boulevard trees along Baxter Lane, Tschache
Lane and the private through street shall be planted with the appropriate phase
of the development.
• Applicant Response: This project will maintain or enhance all previously
required landscaping along Tschache Lane and the private through street.
• Condition of Approval #2 – The Final Site Plan for the Planned Unit Development
shall depict less parking along the east and west sides of the private street and
increase the landscaping the create a sense of entry into the development.
• Applicant Response: This project will maintain or enhance all previously
required landscaping the private through street adjacent to the project site to
allow for a sense of entry to the site. On street parking is proposed along the
center portion of the project site, which lies on the east side of the private
street. Whereas parking is not proposed adjacent to Baxter Lane or Tschache
Lane and the sense of entry to the site will be improved through project
landscaping, compliance with this condition of approval will be assured.
• Condition of Approval #6 – Boulevard trees shall be planted every 50 feet of
street frontage along Baxter Lane and Tschache (the plan indicates Tam Juniper
being planted in the boulevard, which is unacceptable).
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• Applicant Response: This project will only impact Tschache Lane, where the
boulevard trees will be relocated but will remain every 50 feet within the
required adjacent right-of-way (Sheet L305). Tam Juniper will not be planted
to remain in compliance with this condition of approval.
In 2005 a CUP and PUD modification was approved for Lowe’s (Appendix I.11).
This approval authorized one (1) additional relaxation, described on Page 3 of this
Section, and included several additional conditions of approval. Conditions of
approval that remain relevant to this application include:
• Condition of Approval #1 – The entire length of trail along Walton Stream/Ditch
shall be constructed with Phase 1 of the PUD.
• Condition of Approval #2 – The trail along the west property line, from Baxter
Lane to Tschache Lane, shall be improved with Phase 1 of the PUD.
• Applicant Response: The trail was constructed at this site, however it has
been ill-maintained and public access was not required. Moreover, it is
unclear if the trail was constructed to the effective PROST Class II trail
standards as is currently required. As stated above, this application is
proposing to re-establish the onsite Class II trail corridor in a slightly modified
configuration onsite, create additional trail amenities to improve this resource,
and to ensure long-term maintenance is provided.
Final Plat 407 (Appendices I.6 & I.12) was approved by the City of Bozeman
Commission in 2007. Conditions of approval that remain relevant to this application
include:
• Condition of Approval #4 - A sewer main shall be extended as part of the
required subdivision infrastructure to provide service to Lots 4 and 5. A 30 feet
wide easement shall be granted for the sewer main extension, and all weather
access shall be provided to all manholes. Subject to executed Improvements
Agreement and Financial Guarantee. .
• Applicant Response: The concrete shared use path was constructed on the
Arrowleaf Park & Perennial Park Site as shown on Page 2 of Final Plat 407
(Appendix I.6). It has been constructed on the project site and not within the
right-of-way. This application is proposing to re-establish the 10-wide shared
use path within the Tschache Lane ROW as described in the Sheet L305. The
applicant is therefore further requesting to eliminate the 25-wide trail
easement that runs along the southern portion of the site, as the easement
will no longer be required as specified in this Condition of Approval, and the
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Amended Plat reflects this expectation (Appendix K).
Final Plat 407A (Appendix I.7) is to be amended through the Subdivision Exemption
(SE) application, and all notes and other requirements established under that
approval as indicated in the Final Plat are addressed in the Amended Plat. Analysis
of the full list of conditions of approval was not possible for this application and,
therefore, if there are any additional relevant conditions of the previous approval,
the applicant request to address those concurrently with the PUD Final application.
Onsite Open Space Considerations
The applicant is proposing to reorganize previously approved open space
designations for the project site. The Amended Plat (Appendix K) displays visually
the reallocations as discussed below.
The Lowe’s-Sacco PUD met the PUD Performance Point requirements by providing additional
onsite open space throughout the development, achieving the necessary PUD Performance
Points through the provision of Open Space. 11.44 acres of Open Space was required for the
underlying PUD, although the developer proposed 13 acres on the Final Site Plan (Please
Note: The 13 acres of Open Space established in the Lowe’s Final Site Plan were slightly
reduced to 12.90 acres within the Open Space table for Final Plat 407). This Open Space was
differentiated between Perpetual (Ex. greenways, stream setbacks) and Flexible Open Space
as broken out within the Final Site Plan (Appendix I.8).The Arrowleaf Park & Perennial
Park site was at that time a part of Lot 3, as shown in the Final Site Plan for Lowe’s.
When Final Plat 407 was approved to further divide the subdivision into additional
lots, the proposed Open Space for the northern and eastern portions of the PUD
were revised in the Plat to create 7.87 acres of Open Space (as compared the 7.97
acres shown on the Lowe’s Site Plan). Table II.c shows the breakdown of Open
Space allocation from Plat 407 and the changes proposed for this PUD. No changes
for the Open Space allocation for the Saccoccia Open Space lot, or Lots 1 and 2 for
Final Plat 407 are proposed with this application.
For the Arrowleaf Park & Perennial Park project site, Lot 3A of the Saccoccia Minor
Subdivisions 407A (Appendix I.6), the previous PUD approval established 1.79 acres
Perpetual Common Open space and 1.64 acres of Obligated Common Open, (as has been
described in the Saccoccia Minor Subdivision Plat 407 and 407A, Appendices I.6 & I.7). See
Table II.d for this breakdown and the changes proposed for this PUD.
The 11.44 acres of required Open Space equates to 30% of the total net PUD site
area, which was established to meet the requirements for the 30 PUD Performance
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Points (Please Note: In this case, 12.90 acres of Open Space were proposed for the
PUD, equating to a surplus of PUD Performance Points ). Therefore, in the event that
Open Space reductions are proposed, the resulting Performance Point deficiency
that would be created may need to be offset using another method of point
attainment.
PUD Performance Point Changes
Performance Point Type Current PUD
Points
Proposed PUD
Points Change
Open Space 30 21 -9
Affordable Housing Unknown 300 +300
TOTAL 30 321 +291
Table II.e:
Open Space Within Plat 407 & Proposed Changes
PUD OPEN SPACE TYPE Current Proposed Change
Perpetual 5.63 3.84 -1.79
Flexible (Other) 2.24 0.60 -1.64
TOTAL ACROSS THE PUD 7.87 acres 4.44 acres -3.43 acres
Table II.c:
Open Space Within Lot 3A & Proposed Changes
PUD OPEN SPACE TYPE Current Proposed Change
Perpetual 1.79 0.00 -1.79
Flexible (Other) 1.64 0.00 -1.64
TOTAL ON-SITE (PARCEL 3A) 3.43 acres - -3.43 acres
Table II.d:
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The applicant for this project is proposing exactly that, to modify previously
approved PUD Open Space by releasing all Open Space on Lot 3A. The PUD would
thus see a reduction of PUD Open Space of 3.43 acres. It has been shown that PUD
Open Space was used to satisfy no more than the minimum required 30 PUD
Performance points. Using that assumption, a loss of 3.43 acres of the for the initial
PUD results in the loss of approximately nine (9) PUD Performance Points (See
Table II.e). The applicant is proposing to replace these lost points by applying a
portion of the excess Affordable Housing PUD Performance Points proposed for
Arrowleaf Park & Perennial Park PUD. See Section VIII for more information on the
PUD Performance Points achieved for the Arrowleaf Park & Perennial Park PUD,
and why this change in Performance Point allocation for the site supports a further
variety of City of Bozeman long-term goals.
As has been demonstrated in this Section, all previous review requirements
have been maintained through the current application.
Document Organization
In addition to the information contained in this Section, the application Narrative includes the
PUD-P Plan Checklist responses (Section III); details on the project team, applications, and
required application fees (Section IV); narrative responses to the City’s previous comments
related to this project (Section V); a list of all relaxations and there associated justifications
(Section VI); a statement of planning objectives (Section VII); and the PUD point calculations
(Section VIII).
All Drawings, including Civil, Landscaping, Electrical, and Architecture, are included in the
associated attachment to this Narrative. Items such as the Design Guidelines, Traffic Impact
Study, Affordable Housing Plan, and Improvements-in-Lieu calculations have been included as
Appendices.
Additional required applications have also been filed with this PUD-P application (See Section
IV), and each related application is accompanied by the necessary submittal information.
These files have also been attached as Appendices and labeled accordingly.
Please see the Table of Contents for more information on the location of these files.
Project Schedule
The anticipated timeline is to finalize entitlements in summer of 2020 to allow for
site infrastructure construction to begin in the fall of 2020. The anticipated project
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schedule is included as Appendix J.