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18278, Planning Board Staff Report for the Norton Ranch Ph 5 Subdivision
Public Hearing Date: Planning Board, November 16, 2020 at 6:00 pm. Via WebEx.
City Commission, December 1, 2020 at 6:00pm. Via WebEx.
Project Description: A Preliminary Plat application for a proposed 79.3 acres to create 148 lots:
124 residential single household, 14 affordable single household detached lots, 5
common open space lots 5 city park lots, 4 restricted lots and dedicated right of way. The
subject property is zoned R-2, R-3, and R-4.
Project Location: The subject parcel is located north and west of the intersection of West
Babcock Street and Laurel Parkway. It is legally described as Lot R1, Norton East Ranch
Subdivision Phase 3A, SEC. 9, T. 2 S., R. 5, City of Bozeman, Gallatin County,
Montana.
Recommendation: Approval with conditions and code requirements
Planning Board Motion: Having reviewed and considered the application materials, public
comment, and all the information presented, I hereby adopt the findings presented in the
staff report for application 18278 and move to recommend approval of the subdivision
with conditions and subject to all applicable code provisions.
Report Date: November 12, 2020
Staff Contact: Sarah Rosenberg, Associate Planner
Griffin Nielsen, Engineer
Agenda Item Type: Action (Quasi-judicial)
EXECUTIVE SUMMARY
Unresolved Issues
The phasing plan for subdivision does not comply with code requirements. The proposed
construction of Laurel Parkway in 2 phases does not comply with the requirements in Bozeman
Municipal Code (BMC) Section 38.400.010.A.2, which requires the developer must arrange the
streets to provide for the continuation of streets to provide for the continuation of streets between
adjacent developed properties when such a continuation is necessary for the effective provision
of emergency services and efficient provision of utilities. The applicant has not changed the
proposed phasing plan to comply with the requirement and this report includes a
recommendation that requires the phasing plan to be revised to comply with code requirements
prior to final plat approval.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 2 of 26
Project Summary
The applicant, Norton Properties LLC is proposing to subdivide 79.3 acres in order to create 148
lots: 124 residential single household, 14 affordable single household detached lots, 5 common
open space lots, 5 City park lots, 4 restricted development lots, and dedicated right of ways. The
developable portion of the project is 38 acres while the 4 restricted lots are roughly 41 acres. The
developable portion of the project borders West Babcock to the south, Laurel Parkway to the
east, Vaughn Drive to the north, and South Eldorado Avenue to the west. The four restricted lots,
east of Laurel Parkway, are subject to further subdivision review.
Phase 5 will be developed in four total phases. The applicant is proposing to start with Phases 5A
and 5C that will include a total of 78 lots. Phase 5B and 5D will follow to include a total of 60
lots. A large City park is set to be constructed with Phase 5D. A class II gravel fines trail is
proposed to connect to the existing trails from Norton Ranch Subdivision Phase 3 to the south to
Lakes at Valley West to the north.
This phase of the subdivision will contain 14 affordable housing lots that are expected to be
detached 3-bedroom lower priced homes (10% of the total of 70% AMI). The rest of the
development is expected to contain single household detached houses.
The City of Bozeman Department of Community Development received a preliminary plat
application on July 3, 2018, requesting a major subdivision. The project was deemed inadequate
for review and review halted until revised materials were provided. Revised materials were
submitted on September 24, 2019, April 24, 2020, August 5, 2020, September 25, 2020, and
October 16, 2020. The application was deemed adequate on October 29, 2020 and review
continued. The final decision for a Major Subdivision must be made within 60 working days of
the date it was deemed adequate, or in this case, by December 28, 2020. The City Commission is
scheduled to review the preliminary plat and make a decision at their December 1, 2020 public
hearing.
Alternatives
1. Recommend approval of the application with the recommended conditions;
2. Recommend approval the application with modifications to the recommended conditions;
3. Recommend denial of the application based on the Board’s findings of non-compliance with
the applicable criteria contained within the staff report; or
4. Open and continue the public hearing on the application, with specific direction to staff or the
applicant to supply additional information or to address specific items.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 3 of 26
TABLE OF CONTENTS
EXECUTIVE SUMMARY ............................................................................................................ 1
Unresolved Issues ............................................................................................................... 1
Project Summary ................................................................................................................. 2
Alternatives ......................................................................................................................... 2
SECTION 1 - MAP SERIES .......................................................................................................... 4
SECTION 2 - RECOMMENDED CONDITIONS OF APPROVAL ............................................ 7
SECTION 3 - CODE REQUIREMENTS REQUIRING PLAT CORRECTIONS ...................... 12
SECTION 4 - RECOMMENDATIONS AND FUTURE ACTIONS .......................................... 16
SECTION 5 - STAFF ANALYSIS AND FINDINGS ................................................................. 16
Applicable Subdivision Review Criteria, Section 38.240.130, BMC............................... 16
Primary Subdivision Review Criteria, Section 76-3-608 ................................................. 18
Preliminary Plat Supplements ........................................................................................... 21
APPENDIX A –PROJECT SITE ZONING AND GROWTH POLICY...................................... 24
APPENDIX B – NOTICING AND PUBLIC COMMENT ........................................................ 25
APPENDIX C - OWNER INFORMATION ................................................................................ 25
FISCAL EFFECTS ....................................................................................................................... 26
ATTACHMENTS ......................................................................................................................... 26
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 4 of 26
SECTION 1 - MAP SERIES
Zoning Map of Subject Property
Page 5 of 26
Plat of overall development
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Area of subdivision that is being developed
Page 7 of 26
SECTION 2 - RECOMMENDED CONDITIONS OF APPROVAL
Please note that these conditions are in addition to any required code provisions identified in this
report. This application proposes phases. Unless a condition is specific to an individual phase, all
comments and code requirements apply to any final plat of all phases.
Recommended Conditions of Approval:
1. The applicant is advised that unmet code provisions, or code provisions that are not
specifically listed as conditions of approval, does not, in any way, create a waiver or
other relaxation of the lawful requirements of the Bozeman Municipal Code or state
law.
2. The plat shall conform to all requirements of the Bozeman Municipal Code and the
Uniform Standards for Subdivision Plats (Uniform Standards for Certificates of
Survey and Subdivision Plats 24.183.1104 ARM) and shall be accompanied by all
required documents, including certification from the City Engineer that as-built
drawings for public improvements were received, a platting certificate, and all
required and corrected certificates. The Final Plat application shall include three (3)
signed reproducible copies on a 3 mil or heavier stable base polyester film (or
equivalent); two (2) digital copies; one (1) PDF copy; and five (5) paper prints. The
Gallatin County Clerk & Recorder’s office has elected to continue the existing
medium requirements of 2 mylars with a 1½” binding margin on one side for both
plats and COS’s. The Clerk and Recorder will file the new Conditions of Approval
sheet as the last same sized mylar sheet in the plat set.
3. The final plat must provide all necessary utility easements and must be described,
dimensioned and shown on each subdivision block of the final plat in their true and
correct location.
4. Any public access easement for the common open spaces must be provided as a
separate document describing the scope of the grant of easement and naming a
custodian of the public’s interest in the easement.
5. Per BMC Section 38.220.070.A.2, prior to final plat approval, a memorandum of
understanding must be entered into by the weed control district and the developer.
The memorandum of understanding must be signed by the county weed control
district and the developer prior to final plat approval, and a copy of the signed
document must be submitted to the community development department with the
application for final plat approval.
6. This notation must be included on the conditions of approval sheet of the final plat:
“Ownership of all common open space areas and trails, and responsibility of
maintenance thereof and for city assessments levied on the common open space lands
shall be that of the property owners’ association. Maintenance responsibility shall
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include, in addition to the common open space and trails, all vegetative ground cover,
boulevard trees and irrigation systems in the public right-of-way boulevard strips
along all external perimeter development streets and as adjacent to public parks or
other common open space areas. All areas within the subdivision that are designated
herein as common open space including trails are for the use and enjoyment by
residents of the development and the general public. The property owners’ association
shall be responsible for levying annual assessments to provide for the maintenance,
repair, and upkeep of all common open space areas and trails. At the same time of
recording the final plat of the subdivision the subdivider shall transfer ownership of
all common open space areas within each phase to the property owners’ association
created by the subdivider to maintain all common open space areas within Norton
Ranch Phase 5 subdivision.”
7. Extension of the preliminary plat approval will not be granted if the preliminary plat
approval has expired, per BMC 38.240.130.A.5.f. To obtain an extension of the
preliminary plat approval, the intersection of Laurel Parkway and Durston Road must
either be upgraded with a signal or roundabout with design approved the City’s
Engineering Division, or the applicant must provide an updated traffic impact study at
the time of extension request indicating the intersection level-of-service standards can
be met per BMC 38.400.060.B.4.
8. BMC 38.400.070. Subdivision lighting special improvement lighting district (SILD)
information shall be submitted to the City and the district formed after preliminary
plat approval in hard copy and digital form. Any final plat application will not be
deemed complete until the resolution to create the SILD has been approved by the
City Commission. The initial adoption of the special improvement lighting district
shall include the entire area of the preliminary plat.
9. Per Code Section 38.350.060 fences located in the rear or side setback of properties
adjoining any city linear park must have a maximum height of four feet. This must be
added as a note listed on the conditions of approval sheet of the plat. Properties on
Block 21, Lot 2-8 AND Block 27, lots 1 and 2 are affected by this code requirement.
10. Codes, Covenants & Restrictions must be updated for Phase 5 and submitted with
initial final plat to be recorded after approval.
11. The applicant must include a note on the conditions of approval sheet of the final plat
that states that maintenance of all stormwater facilities, including stormwater
facilities within the park parcel, is the responsibility of the property owners’
association (POA).
12. The approved affordable housing plan must be recorded concurrent with the final plat
and a reference to the recorded document must be provided on the conditions of
approval page of the final plat. The reference on the conditions of approval sheet
must be “This subdivision is subject to affordable housing requirements. The
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subdivision’s requirements and obligations can be found in the Norton East Ranch,
Phase 5 Affordable Housing Plan recorded as document no.___________ at the
Gallatin County Clerk and Recorders Office.”
13. BMC 38.420.022.D. Park easements provided for future phases do not transfer
maintenance responsibilities to the Parks Department. The Parks Department will
assume maintenance responsibility upon future phase build out and final acceptance
of improvements. A note indicating this should be placed on the conditions of
approval sheet of the final plat.
14. BMC 38.220.070.A.6.g. Prior to final plat for subsequent phases, parkland
compliance per each sub phase of Phase 5 must also be shown in the Parkland
Tracking Table as required in Section 38.420.020 BMC and be placed on the
conditions of approval sheet of the final plat. On page Preliminary Plat page 3 and
Park Plan L100, consolidate the Parkland tracking table displaying the same phase
and zoning district lot sizes together in one row. Add a row with details about when
the Park Master Plan was approved and a row that gives the total cost of
improvements being constructed. If an improvements agreement will be requested,
please indicate that within the table. The table shall explicitly state how much
parkland credit was allocated for each lot within this phase. This table shall include
but not be limited to listing all dedicated parkland requirements, parkland or parkland
credits and areas not credited towards parkland (i.e., detention/retention areas,
watercourse setbacks, wetlands, common open space, parking facilities) and the total
area of each.
15. BMC 38.220.070.A.7. Ensure that a conservation easement within the City park
parcel is transferred to the City of Bozeman with the final plat.
16. BMC 38.220.020 & 38.610.050. Prior to final plat of phases 5C and 5D, the applicant
must provide the Community Development Department with a written statement of a
wetland boundary determination from the U.S. Army Corps of the wetland status. If
the wetlands are determined to be jurisdictional, a 404 permit must be submitted to
the Community Development office prior to final plat approval.
17. If not already filed, the applicant must provide and file with the County Clerk and
Recorder's office executed Waivers of Right to Protest Creation of Special
Improvement Districts (SID’s) for the following:
a. Street improvements to Cottonwood Road including paving, curb/gutter,
sidewalk, and storm drainage;
b. Street improvements to Laurel Parkway including paving, curb/gutter,
sidewalk, and storm drainage;
c. Street improvements to West Babcock including paving, curb/gutter,
sidewalk, and storm drainage;
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d. Street improvements to Durston Road including paving, curb/gutter, sidewalk,
and storm drainage;
e. Street improvements to Gooch Hill Road including paving, curb/gutter,
sidewalk, and storm drainage;
f. Intersection improvements to Laurel Parkway and Durston;
g. Intersection improvements to Laurel Parkway and West Babcock Street;
h. Intersection improvements to Laurel Parkway and Huffine Lane;
i. Intersection improvements to Cottonwood Road and Huffine Lane; and
j. Intersection improvements to Cottonwood Road and West Babcock Street.
The document filed must specify that in the event an SID is not utilized for the
completion of these improvements, the developer agrees to participate in an alternate
financing method for the completion of these improvements on a fair share,
proportionate basis as determined by square footage of property, taxable valuation of
the property, traffic contribution from the development, or a combination thereof.
The applicant must provide a copy of the filed SID waiver prior to final plat approval.
18. A 1 foot “No Access” strip shall be placed along the West Babcock frontage for the
full length of the development.
19. A 1 foot “No Access” strip shall be placed along the Laurel Parkway frontage Block
16 of the development.
20. A 1 foot “No Access” strip shall be placed along the Gooseberry Drive frontage of
Lot 11 Block 22 of the development.
21. The applicant must include a note on the plat as follows, “This is a known area of
high groundwater. No crawl spaces or basements may be constructed. Sump pumps
are not allowed to be connected to the sanitary sewer system. Sump pumps are not
allowed to be connected to the drainage system. Water from sump pumps may not be
discharged onto streets, or into the curb and gutters where they create a safety hazard
for pedestrians and vehicles.”
22. The subject property is located in an area with high groundwater with potentially
corrosive soils, which can increase the likelihood of water main failure over the
lifespan of the asset. The applicant must perform a corrosivity analysis to determine
if cathodic protection is required for the proposed distribution mains.
23. The applicant must add a note to the conditions of approval sheet of the plat that all
stormwater infrastructure located outside of the public right-of-way must be
maintained by the property owners’ association (POA).
24. The applicant must provide a drain tile maintenance plan for the existing tile drain
along Fallon Street to the City Engineering Division for approval and include the
maintenance plan in the POA documents prior to final plat approval. The plan must
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include the long term maintenance instructions for the POA and an exhibit clearly
showing the location and detail for the tile drain.
25. BMC 38.220.060.A.1. Street names must be reviewed and approved by the County’s
geographic information systems and City Engineering Department prior to final plat
approval. The applicant must submit written approval from both entities with the final
plat application.
26. The stormwater design assumes a flow rate from the infiltration of groundwater
water. No data has been provided to justify this flow rate. Prior to completion and
acceptance of the stormwater infiltration of the flow rate must be verified during the
period of seasonal high groundwater. If the flow rate exceeds the assumed value, the
system must be altered to ensure all City drainage standards are met. Verification may
not take place while dewatering is in operation. The applicant must send verification
to the Community Development Office before final plat approval.
27. The applicant must submit plans and specifications for water and sewer main
extensions, streets, and storm water improvements, prepared and signed by a
professional engineer (PE) registered in the State of Montana, which must be
provided to and approved by the City Engineer. Water and sewer plans must also be
approved by the Montana Department of Environmental Quality. The applicant must
also provide professional engineering services for construction inspection, post-
construction certification, and preparation of mylar record drawings. Construction
shall not be initiated on the public infrastructure improvements until the plans and
specifications have been approved and a preconstruction conference has been
conducted. Building permits will not be issued prior to City acceptance of the
infrastructure improvements per BMC Section 38.270.030.B.
28. The applicant must contact the Gallatin County Conservation District, Montana
Department of Environmental Quality, and U.S. Army Corps of Engineers regarding
the proposed project and any required permits (i.e., 310, 404, Turbidity exemption,
etc.) must be obtained by the applicant.
29. The complete right-of-way for Laurel Parkway from West Babcock to the existing
northern section must be dedicated with the first phase of the subdivision.
30. A temporary stormwater easement must be provided for the stormwater pond
supporting Laurel Parkway. The easement language must be approved by the City of
Bozeman and dedicated with the final plat.
31. A minimum of a 12 foot all weather access ramp design to support maintenance
vehicles must be constructed to the stormwater pond at the northwest corner of the
site. The access must be reviewed and approved with the subdivision infrastructure
plans.
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32. A sixty foot Public Street and Utility Easements must be provided on Lots R1A-R1D.
The easement must be center on the lot lines. These easements must be provided at
final plat with a separate document which contains the City’s standard language.
Upon future subdivision of Lots R1A-R1D, the easement may to be revised to ensure
compliance with the City’s street and block length standards.
SECTION 3 – REQUIRED CODE PROVISIONS
1. BMC 38.220.300 and 310. The property owners’ association (POA) documents must
be finalized and recorded with the initial final plat of the entire property. The POA
documents must include the requirements of Section 38.220.300 and 320.
2. BMC 38.220.070.A.8 Final plat review. The applicant must submit with the
application for Final Plat review and approval, a written narrative stating how each of
the conditions of preliminary plat approval and noted code provisions have been
satisfactorily addressed, and must include a digital copy (pdf) of the entire Final Plat
submittal. This narrative must provide sufficient detail to direct the reviewer to the
appropriate plat, plan, sheet, note, covenant, etc. in the submittal.
3. BMC 38.220.020.A & 38.610.010. The applicant must provide the community
development department with a copy of all required streambed, streambank or
wetlands permits or written notification from the appropriate agency the status of the
wetland jurisdiction determination whether or not a 404 permit is required prior to the
commencement to final plat approval of PHASES 5C and 5D.
4. Section 38.400.010.A.2. Laurel Parkway is a collector street as identified in the City’s
transportation master plan. Laurel Parkway must be fully completed to ensure the
convenient and reliable movement of traffic and effective access for emergency
services. Laurel Parkway must be constructed from Durston to West Babcock prior to
final plat approval of Phase A of the subdivision.
5. BMC 38.400.010.A. Parking must be restricted at all location where the City’s
Design Standards and Specification Policy (DSSP) minimum for Length of Tangency
at Intersection has been deviated from and stopping sight distance cannot be met with
the presents of parked vehicles.
6. BMC 38.400.010.A. STOP signs are required at all location where the City’s DSSP
minimum for Length of Tangency at Intersection has been deviated from on non-
through streets.
7. BMC 38.420.022.D. A Park easement throughout Phase 5 is required with the
approval of Phase 1.
8. BMC 38.220.320.A.5 Common area and facility maintenance plan. The developer
must submit a legal instrument setting forth a plan providing for the permanent care
and maintenance of common areas and facilities. The same must be submitted to the
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 13 of 26
city attorney and must not be accepted by the city until approved as to legal form and
effect. Common areas and facilities must be deeded to a POA and, the applicant must
record the proposed documents governing the association at the time of final plat
filing.
9. BMC 38.380.100.A Affordable housing plan as binding agreement. An affordable
housing plan approved by the city will be considered a binding contract between the
developer and the developer's successors in interest to the lot or dwelling. Such plan
will be included in a separate recorded written agreement between the developer and
the city, or incorporated into another recorded document wherein the developer is
required to implement the affordable housing plan. The affordable housing plan and
associated written agreement must be recorded at the time of final plat approval.
10. BMC 38.380.100.E Approval of affordable housing plan. The affordable housing plan
will be reviewed as part of the initial application approval process for the type of
development proposed. A condition shall be attached to the approval of any
subdivision plat or site plan to require recordation of the affordable housing plan or
other separate agreement obligating the developer to meet the requirements of this
article. Per this section see recommended condition number 1 related to affordable
housing.
11. BMC 38.240.150.A.3.d Transfer of ownership of public land, off-site land, private
land, personal property, improvements and water rights; documents required.
a. For the transfer of real property in satisfaction of required or offered dedications
to the city, and required or offered donations or grants to the POA, the subdivider
or owner of the property must submit with the application for final plat a warranty
deed or other instrument acceptable to the city attorney transferring fee simple
ownership to the city or the POA.
b. For the transfer of personal property installed upon dedicated parkland or city-
owned open space, or POA-owned parkland or open space, the subdivider must
provide the city an instrument acceptable to the city attorney transferring all its
rights, title and interest in such improvements including all applicable warranties
to such improvements to the city or the POA.
c. The subdivider or owner of the property must record the deed or instrument
transferring ownership or interests at the time of recording of the final plat with
the original of such deed or instrument returned to the city or POA as applicable.
d. For the transfer of ownership interest in water, the subdivider or owner of the
property must submit with the application for final plat a deed or other instrument
acceptable to the city attorney transferring ownership to the city or POA, along
with all required state department of natural resources and conservation
documentation, certification and authorization.
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12. BMC 38.240.450 requires a certificate of completion of improvements. The
certificate must specifically list all installed improvements and financially guaranteed
improvements.
13. BMC 38.240.520. Where non-public improvements are to be installed prior to final
plat approval, the final plat of subdivision must contain a certificate of completion of
non-public improvements. A certificate for all improvements related to the perimeter
street landscaping and irrigation, stormwater improvements and open space lot
landscaping and irrigation must be provided on the final plat.
14. BMC 38.240.530. When irrigation of public facilities are to be installed prior to final
plat approval, the final plat of subdivision must contain a certificate of completion of
water-related improvements. The certificate must list all completed and accepted
improvements, including but not limited to all irrigation system record drawings. The
subdivision proposes irrigation of public street frontage and city parkland. This
certificate must be provided on the final plat.
15. BMC 38.270.030 requires that all improvements to be dedicated to the public, such as
water mains, sewer mains, parkland and related improvements, and public streets,
must be installed in accordance with the approved plans and specifications by the
developer, and certified by a registered professional civil engineer, licensed in the
state of Montana, and accepted by the city prior to the approval of the final plat,
building permit, issuance of a certificate of occupancy or other identified benchmark
as may be appropriate.
16. BMC 38.420.090. Statements regarding waiver of right to protest the creation of the
parks and trails district and indicating that parkland is maintained by the POA may be
removed from the plat and covenants, with the exception of the comments regarding
retention ponds.
17. BMC 38.550.070. In accordance with the requirements of this section, installation by
the developer of vegetative ground cover, boulevard trees, and irrigation system in the
public right-of-way boulevard strips on perimeter streets and in and adjacent to City
park lots and all open space lots is required prior to final plat approval.
18. BMC 38.410.060. A City standard sewer easement must be provided for the proposed
sanitary sewer connection along the northern property at any point where the sewer
line is less than nine feet from the edge of public right-of-way (ROW) or if the access
to a manhole falls outside of the public ROW. No easement has been shown on the
plat. Additionally, the 10 foot front yard utility easement must be provided along the
park and may not be placed within the sewer easement. The 10 foot utility easement
must start from the edge of the ROW or sewer easement, whichever is greater and
extend 10 feet into the property.
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19. BMC 38.410.060. A drainage easement must executed and recorded for the
stormwater pond outlet pipe from where the pipe leaves the subject property to the
discharge point into Aajaker Creek. This easement must be provided prior to the
subdivision’s infrastructure approval. The easement must allow for the long term
access and maintenance of the pipe by the POA and access by City staff to verify the
pipe is being maintained.
20. BMC 38.410.060. The City standard 10 foot utility easement must be extended along
the western and eastern parks where the park fronts on public ROW. This easement
must be shown on the final plat.
21. BMC 38.410.070.A. The Norton Ranch Lift Station has been designed to be
reconfigured to allow for phased development of the Norton Ranch Subdivision. The
exact configuration is dependent on the phase and number of dwelling units to be
served. Currently, there are three pumps at the lift station with a single principal
pump that can operate under different hydraulic conditions that the station
experiences, specifically column separation after pumping cycles. Montana
Department of Environmental Quality (DEQ) Circular 2 requires that multiple pumps
must be provided and of the same size. Units must have capacity such that, with any
unit out of service, the remaining units will have capacity to handle the design peak
hour flow. The station does not satisfy DEQ firm capacity requirements. The lift
station must be upgraded prior to final plat approval.
22. BMC 38.410.070.A. 12 foot all weather access must be provided to each manhole
proposed outside of the public right-of-way, specifically sanitary sewer along the
northern property boundary. The existing asphalt pathway is not intended to support
the loading from a City vacuum truck. The applicant must provide a pavement design
report for the pathway demonstrating the necessary section required to support a City
vacuum truck and upgrade the pathway as need. This report must be provided with
the infrastructure submittal for the subdivision.
23. BMC 38.410.080.A. The proposed stormwater discharge from the detention pond on
the northwest corner of the development is located off-site. The applicant must
obtain an easement from the adjacent property owner for the off-site discharge prior
to final plat approval.
24. BMC 38.410.080.A. The subdivision is responsible for maintaining the stormwater
system. A stormwater maintenance plan must be reviewed and approved with the
infrastructure submittal. The approved plan must then be incorporated into the POA
documents and a copy of the POA documents demonstrating inclusion of the
stormwater maintenance must be provided to the Community Development Division
prior to final plat approval.
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25. BMC 38.410.080.A. 12 foot all weather access must be provided to each stormwater
manhole proposed outside of the public ROW and extend into all proposed ponds.
26. BMC 38.410.130. The applicant must contact the City Engineering Department
(Brian Heaston) for an analysis of cash in lieu of water rights and pay any cash in lieu
of water rights due prior to final plat approval.
27. BMC 38.400.040.A.2. Street names must be reviewed and approved by the County’s
geographic information systems and City Engineering Department prior to final plat
approval. The applicant must submit written approval from both entities with the final
plat application.
SECTION 4 - RECOMMENDATIONS AND FUTURE ACTIONS
The DRC determined that the application was adequate for continued review and recommended
approval with conditions on October 29, 2020
The Planning Board will conduct a public hearing to review the preliminary plat and make a
recommendation to the City Commission. The public hearing date for the Planning Board is on
November 16, 2020 at 6:00pm via WebEx.
The public hearing date for the City Commission is on December 1, 2020 at 6:00pm via WebEx.
SECTION 5 - STAFF ANALYSIS AND FINDINGS
Analysis and resulting recommendations are based on the entirety of the application materials,
municipal codes, standards, and plans, public comment, and all other materials available during
the review period. Collectively this information is the record of the review. The analysis is a
summary of the completed review.
Applicable Subdivision Review Criteria, Section 38.240.130, BMC.
In considering applications for subdivision approval under this title, the advisory boards and City
Commission shall consider the following:
1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and
Platting Act
The preliminary plat has been prepared in accordance with the survey requirements of the Montana
Subdivision and Platting Act by a Professional Engineer registered in the State of Montana. As
noted in recommended condition of approval number 2, the final plat must comply with State
statute, Administrative Rules of Montana, and the Bozeman Municipal Code.
2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana
Subdivision and Platting Act
The final plat shall comply with the standards identified and referenced in the Bozeman Municipal
Code (BMC). The applicant is advised that unmet code provisions, or code provisions that are not
specifically listed as a condition of approval, does not, in any way, create a waiver or other
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 17 of 26
relaxation of the lawful requirements of the Bozeman Municipal Code or State law. Sections 2 and
3 of this report identify conditions and code requirements necessary to meet all regulatory
standards. Therefore, upon satisfaction of all conditions and code corrections the subdivision will
comply with the local subdivision regulations.
3) Compliance with the local subdivision review procedures provided for in Part 6 of the
Montana Subdivision and Platting Act
The City of Bozeman Department of Community Development received a preliminary plat
application on July 3, 2018, requesting a major subdivision. The project was deemed inadequate
for review and review halted until revised materials were provided. Revised materials were
submitted on September 24, 2019, April 24, 2020, August 5, 2020, September 25, 2020, and
October 16, 2020. The application was deemed adequate on October 29, 2020 and review
continued. The final decision for a Major Subdivision must be made within 60 working days of
the date it was deemed adequate, or in this case, by December 28, 2020. The City Commission is
scheduled to review the preliminary plat and make a decision at their December 1, 2020 public
hearing.
The hearings before the Planning Board and City Commission have been properly noticed as
required by the Bozeman Municipal Code. Based on the recommendation of the DRC and other
applicable review agencies, as well as any public testimony received on the matter, the Planning
Board shall forward a recommendation to the City Commission who will make the final decision
on the applicant’s request.
The final decision for a Major Subdivision Preliminary Plat with less than 50 lots must be made
within 60 working days of the date it was deemed adequate. Pursuant to BMC 38.240.130.A.5.a(4),
the City Commission must approve, conditionally approve or deny the subdivision application by
December 29, 2020, unless there is a written extension from the developer, not to exceed one year.
Public notice for this application was given as described in Appendix C.
On November 12, 2020, this major subdivision staff report was completed and forwarded with a
recommendation of conditional approval for consideration by the Planning Board.
4) Compliance with Chapter 38, BMC and other relevant regulations
Based on review of the DRC and the Department of Community Development all applicable
regulations appear to be met if all code requirements are satisfied. Pertinent code provisions and
site specific requirements are included in this report for consideration in Sections 2 and 3.
5) The provision of easements to and within the subdivision for the location and installation
of any necessary utilities
All easements, existing and proposed, must be accurately depicted and addressed on the final plat
and in the final plat application. Therefore, all utilities and necessary utility easements will be
provided and depicted accordingly on the final plat. All city utilities will be located within
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 18 of 26
dedicated street right of ways. Conditions 3 and code requirement 21 require performance of these
obligations.
6) The provision of legal and physical access to each parcel within the subdivision and the
notation of that access on the applicable plat and any instrument transferring the parcel
All of the proposed lots have frontage to proposed public streets required to be constructed to City
standards per BMC 38.400 and associated design standards. In addition, pursuant to BMC
38.400.090.A, plats must contain a statement requiring lot accesses to be built to the standard
contained in this section, the city design standards and specifications policy, and the City
modifications to state public works standard specifications.
Primary Subdivision Review Criteria, Section 76-3-608
1) The effect on agriculture
This subdivision will not impact agriculture. The subject property is designated as residential
according to the City of Bozeman Community Plan. The area is zoned for residential and has
been annexed but is vacant. The buildable portion of the proposed subdivision is entirely
residential. No viable farm units exist on the property. The subdivision will not have adverse
effects on agriculture.
2) The effect on Agricultural water user facilities
This subdivision will not impact agricultural water user facilities. There are no active agricultural
water use facilities located within the development. The area is zoned for residential and has
been under development for many years.
3) The effect on Local services
Water/Sewer – Municipal water and sewer mains exist in the adjacent street rights of way of
Babcock Street to serve the development. The subdivider proposes to extend water and sewer
mains throughout the development and to the individual lots within the subdivision. These
internal water and sewer mains will be installed or guaranteed prior to final plat approval. The
current Norton Ranch lift station can meet capacity requirements for the subdivision.
The applicant must provide transfer of ownership of the irrigation facility to the property owners’
association (POA) so that the POA can legally have the water resources necessary to maintain
the open space. Irrigation facilities to support the proposed parks must be transferred to the City.
Condition of approval number 27 and code provisions 19, 20, 21, 24 outline the required
completion of easements and physical installation of water and sewer mains.
Cash in lieu of water rights is required to provide long term water to the project. Code provision
26 applies to this issue.
Streets – The Growth Policy and subdivision standards require adequate connectivity of the
street grid to ensure sufficient infrastructure to serve the needs of the public and alleviate
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 19 of 26
congestion. The preliminary plat layout utilizes West Babcock Street, a collector, and Vaughn
Drive, a local street, to provide east west connectivity and Laurel Parkway, a collector, provides
north to south connectivity. Other internal local streets provide access to all lots. The project is
well connected and meets block length requirements with the proposed streets and pedestrian
midblock crossings.
The construction of Laurel Parkway is proposed by the developer in two phases not in
compliance with code requirements. With Phase 5a, it is proposed to be constructed from West
Babcock to Boomtown Road and then the remainder of it to Vaughn Drive with Phase 5B, which
is the third phase. Laurel Parkway is identified as a collector the City’s Transportation Master
Plan. To ensure that movement is convenient and reliable through the development and grant
effective access for emergency services, Laurel Parkway must be constructed from Durston Road
to West Babcock with the first phase, or in this case, Phase 5a. The Lakes at Valley West has
constructed their portion of Laurel Parkway from Durston Road south to Vaughn Drive. The
right of way for Laurel Parkway was granted in 2007 with the annexation of the Norton East
Ranch. Condition of approval number 29 and code provision number 4 apply to this issue.
The development’s traffic impact study has identified the intersection of Laurel and Durston will
fall below the City’s level of service requirements in the future. However, based on the
subdivision’s build out year, the Engineering Department has determined the intersection will
have an acceptable level of service by the completion of the entire subdivision as ensured by
condition of approval number 8.
Street lighting is a component of the required street improvements. A special improvement
lighting district (SILD) is proposed to maintain these facilities. Condition number 8 ensures that
the SILD will be formed and effective before final plat. The requirement for a single SILD will
simplify long term maintenance of the street lights and provide a cost that is more equitably
shared.
Maintenance and use of public streets is subject to the terms of the Bozeman Municipal Code.
The certificate of dedication for the final plat must specify responsibilities for maintenance of all
streets, parks and open spaces. Code provisions apply to this issue.
Police/Fire – The area of the subdivision is within the service area of both these departments. No
concerns on service availability have been identified. The necessary addresses will be provided
to enable 911 response to individual homes prior to recording of the final plat.
Stormwater - The subdivision will construct storm water control facilities to conform to
municipal code. Inspection of installed facilities prior to final plat will verify that standards have
been met. Maintenance of the storm water facilities is an obligation of the property owners’
association. This responsibility is addressed in the covenants proposed with the subdivision.
Conditions number 8, 22, and 25 ensures this will be satisfied according to standards with the
final plat.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 20 of 26
There is a proposed stormwater discharge from the detention pond located in Park 5A that then
drains off site into Aajaker Creek to the west. An easement from the property owner to the west
must be acquired in order for the stormwater to travel off site of the Norton property into Aajaker
which is addressed in condition number 21 and code provision number 24.
Parklands - The proposal meets the required park dedication and improvement standards. The
Recreation and Parks Advisory Board recommends approval of the park master plan. Comments
from the Parks Department and Subdivision Review Committee for the RPAB are attached to
this report. A final park plan will be completed and approved with the initial final plat.
The parkland proposal for Norton Ranch Phase 5 consists of parkland totaling 8.76 acres within
5 City park lots. A large amount of this land is within watercourse setback areas and the parkland
contribution is reduced accordingly; however the inclusion of the watercourses and setback areas
within the larger park parcels was allowed with the approval of the Park Master Plan for Norton
Ranch Subdivision approved on September 27, 2010 and previous phases. There is a linear park
corridor along the west edge of the subdivision that coincides with Aajker Creek. At the
northwest corner of Phase 5, there is a 1.769 acres park proposed including a .785 acre retention
pond. The large park lot is 5.636 acres with 1.678 acres of wetlands. Within this park, there will
be a playground area, a parking lot, a Class II gravel pathway, and wayfinding signage.
Condition of approval 13 and 14 and code provisions 7 and 15 address park easements and
dedication within the development.
4) The effect on the Natural environment
Wetlands exist on the property on the eastern portion and on the northern property boundary. The
watercourse setback for this wetland is located mainly on the proposed park but does impact
some of the lots on the eastern and northern portion of the development, part of Phases 5C and
5D. The City required an updated wetland delineation as it had been over 5 years since the most
current one was conducted that was used for previous Norton Ranch phases. The 2018
delineation results indicated that the wetlands had expanded since 2006 due to a several sources
of water that have since been abandoned or diverted to Aajker Creek, which flows to the west of
the development. Due to this expansion, a new jurisdictional status determination is required
from the U.S. Army Corps. The proposed layout does not impact the preservation wetland but it
will impact the wetland fringe identified in 2018. See Appendix E, Wetland Exhibit for wetland
boundary changes. Review of this determination is underway and if it is determined that the
wetlands are classified as jurisdictional, they fall under the purview of the U.S. Army Corps
which will require additional permitting such as a 404 permit and possible mitigation. Some of
the wetland boundary encroaches into lots in Phases 5c and 5d which could result in the wetlands
needing to be filled in order for the lots to be developed if they are classified as jurisdictional.
Condition of approval number 16 and code provision 3 ensures that wetland jurisdiction
determination must be completed prior to final plat approval.
The City requires use of wells or surface water rights to irrigate parks rather than municipal
water supply. There is a lesser energy and infrastructure cost to this approach. However, in order
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 21 of 26
for the City to rely on these sources to meet the code requirement there must be the rights to the
water. Code provision 11 requires that necessary ownership and rights be transferred to the POA
or City as appropriate.
The site is in an area of high groundwater, which may negatively impact future homes or cause
illicit discharges into the sanitary sewer and over burden the surface drainage system. Condition
of approval number 21 prohibits use of basements. This requirement will protect both individual
home owners from future hazards of flooding and lessen burden on the public from illicit
discharges.
5) The effect on Wildlife and wildlife habitat
The subdivision will not significantly impact wildlife and wildlife habitat. The site has been
substantially impacted by grazing which has reduced wildlife habitat. There are no known
endangered or threatened species on the property. Comment from state Montana Fish Wildlife
and Parks found no immediate negative effects related to wildlife impact from this proposed
development.
6) The effect on Public health and safety
The intent of the regulations in Chapter 38 of the Bozeman Municipal Code is to protect the
public health, safety and general welfare. The subdivision has been reviewed by the DRC which
has determined that it is in general compliance with the title. Conditions deemed necessary to
ensure compliance are noted throughout this staff report. All subdivisions must be reviewed
against the criteria listed in 76-3-608.3.b-d, Mont Code Annotated. The Department of
Community Development has reviewed this application against the listed criteria and provides
the following summary for submittal materials and requirements.
Preliminary Plat Supplements
A subdivision pre-application plan review was completed by the DRC on October 31, 2017.
With the pre-application plan review application, waivers were requested from the materials
required in Section 38.220.060 “Additional Subdivision Preliminary Plat Supplements.” Some
items were not waived and all required material has been addressed.
Staff offers the following summary comments on the supplemental information required with
Article 38.220, BMC.
38.220.060.A.1 Surface Water
As stated in the analysis above on the natural environment, wetlands and surface waters exist on
the property. Surface waters on the property a preservation wetland located along the east
boundary of the property, a temporary drain ditch excavated in January 2015 along the north
property boundary, and an existing temporary retention located in the southwest corner of the
property. The proposed layout does not impact the preservation wetland but it will impact the
wetland fringe identified in 2018. See Appendix E, wetland exhibit.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 22 of 26
38.220.060.A.2 Floodplains
Material Waived. There are no designated floodplains on or immediately adjacent to the site.
38.220.060.A.3 Groundwater
The groundwater monitoring well report is included at the end of the stormwater design report in
Appendix B of the application submittal. Groundwater levels in the monitor wells were measured
during the spring of 2018 and groundwater depths ranged from .5 feet to 2 feet. Condition of
approval 8, 22 and 25 require additional data to ensure that all City drainage standards are met.
The geotechnical investigation conducted in January 2018 is included in Appendix C.
Groundwater was encountered in all test pit excavations. Condition 21 restricts basements and
crawl spaces for this reason. Plat note 7 restricts crawl spaces and basements and prohibits
discharging from sump pumps into the sanitary sewer, storm sewer or onto streets and gutters.
A drain tile analysis was conducted in October 2016 to discuss a historic drain tile system that
was partially truncated during infrastructure development that occurred in 2013. A replacement
drain tile system was installed late 2016, early 2017 to restore the groundwater balance. The
associated agency approvals for this system are located in Appendix E. An easement has been
granted to Norton Properties, LLC that allows a perpetual drainage pipeline to deliver discharge
from the drain tile system to Aajker Creek located to the west of the proposed development and
is located in Appendix B. Condition 24 address the drain tile system. Impacts to groundwater are
mitigated by conditions of approval and code requirements.
38.220.060.A.4 Geology, Soils and Slopes
No unusual geological features are present. The geotechnical investigation conducted in January
2018 is included with this application in Appendix C. The soil was deemed acceptable to carry
the burden of infrastructure with foundation recommendations and bearing capacity detailed in
the report.
38.220.060.A.5 Vegetation
The site has a history of agriculture with few native plants present except possibly in wetland
fringe areas. Wetland mitigation located east of Phase 5 and within the proposed park was
conducted in 2007. A summary of this report and conservation easements are included in
Appendix E. A watercourse setback bordering the east side of the development and in the park
will be revegetated with native grasses and shrubs.
38.220.060.A.6 Wildlife
Material waived. No critical wildlife species or habitat are known to be found on the property.
38.220.060.A.7 Historical Features
Material waived. No notable features are on the site.
38.220.060.A.8 Agriculture
Material waived. See discussion above under primary review criteria.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 23 of 26
38.220.060.A.9 Agricultural Water User Facilities
There are no active agricultural water user facilities located within the development.
38.220.060.A.10 Water and Sewer
New infrastructure will be installed on site to serve the development. See discussion above under
primary review criteria. The required design reports have been provided in Appendix A. Formal
plans and specifications will be prepared and reviewed after action on the preliminary plat. Cash
in lieu of water rights is required to provide long term water to the project. Code provision 26
applies to this issue.
38.220.060.A.11 Stormwater Management
Stormwater within the subdivision will be conveyed via surface gutter flow to cub inlets, then
underground via storm drain piping to a stormwater detention pond located in Park 5A. See
stormwater design report in Appendix B.
38.220.060.A.12 Streets, Roads and Alleys
A traffic impact study was completed and is included in Appendix F. It was determined by the
Engineering Department that the street infrastructure proposed will adequately service the
subdivision with the exemption of condition of approval number # and code provision #. See
discussion above under primary review criteria.
38.220.060.A.13 Utilities
All private utilities servicing the subdivision will be installed underground. Standard 10 foot
front setback utility easements are provided across all lots. See discussion above under primary
review criteria regarding extension of water and sewer. All private utilities are available in the
area.
38.220.060.A.14 Educational Facilities
A letter was received from Director of Facilities of Bozeman Public Schools. Adequate capacity
is available and detailed in Appendix C.
38.220.060.A.15 Land Use
The use proposed is exclusively residential for the buildable portion of phase 5, which conforms
to the future land use designation and zoning purposes. 148 lots will be developed with Phase 5
which are to the west of Laurel Parkway. The R1A, R1B, R1C, and R1D restricted development
lots to the east of Laurel Parkway are subject to further subdivision review prior to development.
38.220.060.A.16 Parks and Recreation Facilities
There is a Master Park Plan for this project located in Appendix G which details the proposed
parks. See discussion above under primary review criteria.
38.220.060.A.17 Neighborhood Center Plan
Material waived. A Neighborhood Center was satisfied with Phase 3 on the southeast corner of
Babcock and Laurel Parkway. In this neighborhood center includes pedestrian infrastructure and
park amenities. The entirety of Phase 5 is within one-half mile of the existing neighborhood
center.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 24 of 26
38.220.060.A.18 Lighting Plan
All street lights installed must use LED light heads and must conform to the City’s requirement
for cut-off shields as required by the City’s specifications. A special improvement lighting
District (SILD) must be created prior to final plat application.
38.220.060.A.19 Miscellaneous
Material waived. No additional impacts or hazards anticipated.
38.220060.A.20 Affordable Housing
There will be 14 affordable single household detached lots constructed to meet affordable
housing requirements. They are expected to be single family detached homes with 3 bedrooms.
The affordable homes will be constructed in Phase 5A on Lots 1, 2, 21 and 22 of Block 23, Lots
1 and 2 of Block 22, Lot 8 and 9 of Block 18, Lots 8, 9, 10 and 11 of Block 19 and in Phase 5C
on Lots 10 and 11 of Block 18. CAHAB reviewed and recommended approval of the Affordable
Housing Plan. See Appendix H for more information on the affordable housing plan. Condition
12 and code provisions 9 and 10 detail affordable housing requirements prior to final plat
approval.
APPENDIX A –PROJECT SITE ZONING AND GROWTH POLICY
Zoning Designation and Land Uses: The subject property is zoned R-2 (Residential Moderate
Density), R-3 (Residential Medium Density District), and R-4 (Residential High Density District.
The Buildable portion of the subdivision subject to immediate development is located in the R-2
and R-3 districts.
The intent of the R-2 residential moderate density district is to provide for one- and two-
household residential development at urban densities within the city in areas that present few or
no development constraints. These purposes are accomplished by:
1. Providing for minimum lot sizes in developed areas consistent with the established
development patterns while providing greater flexibility for clustering lots and housing
types in newly developed areas.
2. Providing for community facilities to serve such development while respecting the
residential quality and nature of the area.
Use of this zone is appropriate for areas with moderate access to parks, community services
and/or transit.
The intent of the R-3 residential medium density district is to provide for the development of
one- to five-household residential structures near service facilities within the city. This purpose is
accomplished by:
1. Providing for minimum lot sizes in developed areas consistent with the established
development patterns while providing greater flexibility for clustering lots and mixing
housing types in newly developed areas.
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 25 of 26
2. Providing for a variety of housing types, including single household dwellings, two to
four household dwellings, and townhouses to serve the varied needs of households of
different size, age and character, while reducing the adverse effect of non-residential
uses.
Use of this zone is appropriate for areas with good access to parks, community services and/or
transit.
Adopted Growth Policy Designation: The Future Land Use Map of the Bozeman Community
Plan designates the subject property to develop as “Residential.” The “Residential”
classification designates places where the primary activity is urban density dwellings. Other uses
which complement residences are also acceptable such as parks, low intensity home based
occupations, fire stations, churches, and schools. High density residential areas should be
established in close proximity to commercial centers to facilitate the provision of services and
employment opportunities to persons without requiring the use of an automobile. Implementation
of this category by residential zoning should provide for and coordinate intensive residential uses
in proximity to commercial centers. The residential designation indicates that it is expected that
development will occur within municipal boundaries, which may require annexation prior to
development.
The dwelling unit density expected within this classification varies between 6 and 32 dwellings
per net acre. A higher density may be considered in some locations and circumstances. A variety
of housing types can be blended to achieve the desired density. Large areas of single type
housing are discouraged. In limited instances the strong presence of constraints and natural
features, such as floodplains, may cause an area to be designated for development at a lower
density than normally expected within this category. All residential housing should be arranged
with consideration of compatibility with adjacent development, natural constraints, such as
watercourses or steep slopes, and in a fashion which advances the overall goals of the Bozeman
growth policy. The residential designation is intended to provide the primary locations for
additional housing within the planning area.
APPENDIX B – NOTICING AND PUBLIC COMMENT
Notice was provided at least 15 and not more than 45 days prior to the Planning Board and City
Commission public hearings. Per Article 38.220, Notice was provided by posting the site,
mailing by certified mail to adjacent property owners and by first class mail to all other owners
within 200 feet, and by legal advertisement publication in the Bozeman Daily Chronicle. Content
of the notice contained all elements required by Article 38.220, BMC.
No public comment has been received.
APPENDIX C - OWNER INFORMATION
Owner: Norton Properties, LLC 63026 NE Lower Meadow Dr #200; Bend, OR 97701-5877
18278 Planning Board Staff Report – Norton Ranch Phase 5 Subdivision Page 26 of 26
Applicant: Kilday & Stratton, Inc., 2880 Technology Boulevard West, Suite 273, Bozeman, MT
59718
Representative: C&H Engineering & Surveying, 1091 Stoneridge Drive, Bozeman, MT 59718
FISCAL EFFECTS
The development will generate the typical costs and revenues of residential development.
ATTACHMENTS
The full application and file of record can be viewed at the Community Development
Department at 20 E. Olive Street, Bozeman, MT 59715.
Community Housing Program Manager Comments
Application materials – Available through the Laserfiche archive linked agenda materials.