Loading...
HomeMy WebLinkAbout09-21-21 City Commission Meeting Agenda and Packet MaterialsA.Call to Order - 6:00 PM - Via WebEx B.Pledge of Allegiance and a Moment of Silence C.Changes to the Agenda D.FYI E.Commission Disclosures F.Consent F.1 Accounts Payable Claims Review and Approval (Stewart) THE CITY COMMISSION OF BOZEMAN, MONTANA REGULAR MEETING AGENDA Tuesday, September 21, 2021 This meeting will be held using Webex, an online videoconferencing system. You can join this meeting: Via Webex: https://cityofbozeman.webex.com/cityofbozeman/onstage/g.php? MTID=e10ac490568baeffa9f7d1f7899990a52 Click the Register link, enter the required information, and click submit. Click Join Now to enter the meeting. Via Phone: This is for listening only if you cannot watch the stream or channel 190 United States Toll +1-650-479-3208 Access code: 2551 668 1324 If you are interested in commenting in writing on items on the agenda please send an email to agenda@bozeman.net or deliver in person or by mail to the City Clerk's Office in City Hall. prior to 12:00pm on the day of the meeting. You may also comment by visiting the Commission's comment page. You can also comment by joining the Webex meeting. If you do join the Webex meeting, we ask you please be patient in helping us work through this online meeting. If you are not able to join the Webex meeting and would like to provide oral comment you may send a request to agenda@bozeman.net with your phone number, the item(s) you wish to comment on, and the City Clerk will call you during the meeting to provide comment. You may also send the above information via text to 406-224-3967. As always, the meeting will be streamed through the Commission's video page and available in the City on cable channel 190. 1 F.2 Authorize the City Manager to Sign a Special State Fire Assistance Subaward Agreement with the Montana Department of Natural Resources and Conservation for the Sourdough Creek Municipal Watershed Fuels Management Project(Heaston) F.3 Ratify the City Manager's Signature on a First Amendment to the Grant Agreement for the ELM Event Venue(Fine) F.4 Authorize the City Manager to Sign a Notice of Award to R&R Conner Aviation, LLC for the Phase 2 Sourdough Fuels Reduction Project, and Contract Documents Once Received(Heaston) F.5 Authorize the City Manager to Sign a Temporary Right-of-way Agreement and Temporary Construction Permit for Construction of Improvements to Story Mill Road - Parcel 3 (2511N LLC and 2332 LLC)(Murray) F.6 Authorize the City Manager to Sign a License Agreement for the Use of City Property by Headwaters Community Housing Trust and Langlas Associates, Inc.(Jadin) F.7 Authorize the City Manager to Sign a Memorandum Of Understanding Between the City of Bozeman and Montana State University for Collaborative Coursework Projects through the Community-engaged And Transformational Scholarship (CATS) Program(Hess) G.Public Comment This is the time to comment on any matter falling within the scope of the Bozeman City Commission. There will also be time in conjunction with each agenda item for public comment relating to that item but you may only speak once. Please note, the City Commission cannot take action on any item which does not appear on the agenda. All persons addressing the City Commission shall speak in a civil and courteous manner and members of the audience shall be respectful of others. Please state your name and address in an audible tone of voice for the record and limit your comments to three minutes. H.Action Items H.1 2103 Bridger Drive Annexation and Zone Map Amendment for the Establishment of a Zoning Designation of R-2 for a property Addressed at 2103 Bridger Drive, Application 21147 - continued from August 9, 2021(Rogers) H.2 Soper Minor Subdivision Preliminary Plat Application for a First Minor Subdivision Requesting Permission to Subdivide 0.74 Acres into Two Lots Within the R-2 District, Application 21282 (Quasi-judicial)(Lyon) H.3 The West Babcock Properties Zone Map Amendment to Rezone 3.4 Acres from B-2 to B-2M for Properties Addressed at 102 South 19th Avenue and 1716, 1736, and 1804 West Babcock Street, Application 21192(Rogers) H.4 Resolution 5279 Annual Lighting Assessments for Fiscal Year 2022 (Donald) I.Appointments I.1 Appointment to the Police Commission(Maas) 2 J.FYI / Discussion K.Adjournment City Commission meetings are open to all members of the public. If you have a disability that requires assistance, please contact our ADA Coordinator, Mike Gray, at 582-3232 (TDD 582-2301). Commission meetings are televised live on cable channel 190 and streamed live at www.bozeman.net. City Commission meetings are re-aired on cable Channel 190 Wednesday night at 4 p.m., Thursday at noon, Friday at 10 a.m. and Sunday at 2 p.m. In order for the City Commission to receive all relevant public comment in time for this City Commission meeting, please submit via www.bozeman.net or by emailing agenda@bozeman.net no later than 12:00 PM on the day of the meeting. Public comment may be made in person at the meeting as well. 3 Memorandum REPORT TO:City Commission FROM:Levi Stewart, Interim Accounting Technician Kristin Donald, Finance Director SUBJECT:Accounts Payable Claims Review and Approval MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Finance RECOMMENDATION:The City Commission approves payment of the claims. STRATEGIC PLAN:7.5. Funding and Delivery of City Services: Use equitable and sustainable sources of funding for appropriate City services, and deliver them in a lean and efficient manner. BACKGROUND:Section 7-6-4301 MCA states that claims should not be paid by the City until they have been first presented to the City Commission. Claims presented to the City Commission have been reviewed by the Finance Department to ensure that all proper supporting documentation has been submitted, all required departmental authorized signatures are present indicating that the goods or services have been received and that the expenditure is within budget, and that the account coding is correct. UNRESOLVED ISSUES:None ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:The total amount of the claims to be paid is presented at the bottom of the Expenditure Approval List posted on the City’s website at http://www.bozeman.net/government/finance/purchasing. Individual claims in excess of $100,000: to be announced in weekly e-mail from Interim Accounting Technician Levi Stewart. Report compiled on: September 9, 2021 4 Memorandum REPORT TO:City Commission FROM:Brian Heaston, Senior Engineer Scott Shirley, Interim Public Works Director Anna Rosenberry, Assistant City Manager SUBJECT:Authorize the City Manager to Sign a Special State Fire Assistance Subaward Agreement with the Montana Department of Natural Resources and Conservation for the Sourdough Creek Municipal Watershed Fuels Management Project MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Grant RECOMMENDATION:Authorize the City Manager to Sign a Special State Fire Assistance Subaward Agreement with the Montana Department of Natural Resources and Conservation for the Sourdough Creek Municipal Watershed Fuels Management Project. STRATEGIC PLAN:6.1 Clean Water Supplies: Ensure adequate supplies of clean water for today and tomorrow. BACKGROUND:Montana Department of Natural Resources and Conservation has awarded the City of Bozeman $270,000 through the Special State Fire Assistance program to conduct fuels management activities on City-owned land in the Sourdough Creek municipal watershed. The grant agreement is attached to this memo. Please note that this is the second time the City Commission has been presented this subaward agreement for authorization. The first occurred on April 23, 2018, at which time the Commission authorized the City enter the agreement. This original agreement expired on December 31, 2020. Reimbursements under the original agreement did not occur since fuels management activities did not happen prior to expiration. The attached subaward agreement is a re-issuance of the previously awarded grant, now with an expiration date of May 31, 2023. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:The grant provides $270,000 of funding and will be used to fund Phase 2 of 5 the Sourdough Fuels Reduction Project. Please note that the Notice of Award for the Phase 2 fuels reduction contract is placed on this same September 21, 2021 consent agenda. Attachments: DNRC Grant Subaward Agreement Report compiled on: September 9, 2021 6 FY22 – DNRC Forestry Subaward Page 1 of 9 SPECIAL STATE FIRE ASSISTANCE SUBAWARD AGREEMENT SOURDOUGH CREEK MUNICIPAL WATERSHED FUELS MANAGEMENT This Subaward Agreement (Subaward) is accepted by City of Bozeman, hereinafter referred to as the “Subrecipient,” Federal ID No. 81-601238, DUNS# 083705293, 411 E. Main Street, Bozeman, Montana 59715-4700 and represented by: Brian Heaston, Project Engineer, PO Box 1230, Bozeman, Montana 59771-1230, telephone (406) 582-2280, according to the following terms and conditions. This Subaward, awarded and administered by the Montana Department of Natural Resources and Conservation (DNRC), is consistent with the policies, procedures and objectives of the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. This Subaward is awarded under federal grant #17-DG-11010000-020, Fort Peck Pines Recreation Area/Sourdough Creek Municipal Watershed Grant, executed on 08/04/2017, from the United States Department of Agriculture – Forest Service (USFS) and Catalog of Federal Domestic Assistance (CFDA) number 10.664, “Cooperative Forestry Assistance.” SECTION 1. PURPOSE. The purpose of this Subaward is to establish mutually agreeable terms and conditions, specifications, and requirements to grant funds to the Subrecipient for the purpose of activities that reduce wildfire risks to the City of Bozeman’s municipal water source and infrastructure in the Sourdough Creek watershed. Basis for this subaward is the Special State Fire Assistance Authority which is administered through a partnership with the USFS and the DNRC. Permissible projects are those on non-federal lands. Projects can include any/all of the following: hazardous fuels reduction, community/citizen education, cost-share programs, wildland fire prevention programs, projects which restore fire-adapted ecosystems, wildfire response planning, and monitoring. The approved project proposal for this subaward to the FOR DNRC USE ONLY Subaward # WSF-18-009 Maximum amount under this Subaward Agreement: $270,000.00 Amendment # N/A Source of Funds Approved by USDA FS Grant # 17-DG-11010000-020; CFDA # 10.664 Program EW Fiscal LP Legal MP Division SC Fund Subclass Org Percent Amount Expiration Amendment 03470 555YA 50449 100% $270,000.00 See Sect. 2 N/A Workers Comp: X N/A Attached Exempt Will be forwarded 7 FY22 – DNRC Forestry Subaward Page 2 of 9 Subrecipient is attached as Appendix B, which is incorporated herein by reference. The Summary of Work Statement attached as Appendix F, which is incorporated herein by reference, describes the planned outcomes and implementation standards of the projects conducted under this agreement. SECTION 2. TERM. This Subaward is effective on the date of last signature. The Subrecipient shall have until May 31, 2023, to complete the project and work described in Section 4, Project Scope. The DNRC may, pursuant to Section 18, Agreement Extension, grant an extension for completion upon request and showing of good cause by the Subrecipient. Good cause is defined as external factors preventing the Subrecipient from completing the work, including, but not limited to, wildland fire, forest closure, extensive and prolonged inoperable weather conditions, the assignment of project equipment and/or crew to the suppression of a wildland fire, or variations in project scope and/or landowner participation. SECTION 3. DNRC's ROLE. The DNRC is administering grant funds awarded by the USFS to ensure that the funds are used according to the intent and procedures of the Special State Fire Assistance Grant Program. The DNRC will monitor project expenditures to assure payment eligibility. The DNRC assumes no responsibility for the Subrecipient's obligation to faithfully perform the tasks and activities required by this Subaward. The DNRC assumes no responsibility for verifying the right of the Subrecipient to conduct project activities on properties identified in Appendix B, the approved project proposal. The Subrecipient is responsible for obtaining all appropriate permissions to conduct activities. The technical specialist for the project will be Chuck Barone, DNRC Bozeman Unit, (406) 556-4506. The roles and responsibilities of the technical specialist shall include but are not limited to, providing technical assistance to Subrecipient to achieve intended outcomes of the project; conducting reviews of project plans, activities, and accomplishments upon request of Subrecipient or as often as deemed necessary by the DNRC; and assisting Subrecipient in complying with Montana’s Forest Practices Laws and voluntary Best Management Practices in the course of carrying out project activities. The Subrecipient may contact the DNRC's liaison Erik Warrington, at (406) 542-4303, 2705 Spurgin Road, Missoula, Montana 59804 for guidance related to administration of the terms of this Subaward. All requests for information and assistance shall be submitted to the DNRC liaison, his designee, or the technical specialist. SECTION 4. PROJECT SCOPE. (a) The Subrecipient must use the proceeds provided pursuant to this Subaward to perform allowable activities under the Program. Allowable activities include fuels reduction and hazard mitigation activities associated with the threat of wildland fire to the community, (e.g., thinning, brush piling, chipping, prescribed burning, pruning, right-of-way vegetation management, and public education to promote survivable space principles). Additionally, activities associated with homeowner education, fire prevention, and restoration of fire-adapted ecosystems are allowed. The key outcome of the project is completion of fuels mitigation on 300-400 acres of city- owned property within the Sourdough Creek municipal watershed. Fuels reduction treatments will meet minimum standards of decreasing stand densities by reducing basal area 30-50% or removing up to 50% volume dependent on stand conditions and forest type. Specific treatments are identified in the city’s forest management plan. Additionally, sub-merchantable ladder fuels will be removed to decrease the potential for high-severity wildfire behavior. 8 FY22 – DNRC Forestry Subaward Page 3 of 9 (b) Supporting Documents/attachments. The original, approved proposal, including a description of the project area, as submitted by the Subrecipient, is attached hereto as Appendix B. In the event content in Appendix B, the original proposal, differs from or is in conflict with terms presented elsewhere in the subaward, the subaward text takes precedence. SECTION 5. PROJECT BUDGET. Subaward funds are allocated to the following budget categories: Project Funding Summary: Direct Costs Subrecipient salary/wages/benefits $0 Operating Expenses $0 Payments to Landowners (Beneficiaries) $0 Contracted Services $270,000 Subtotal – Direct Costs $270,000 Indirect Costs (0.0%) $0 Total Subaward Amount $270,000 No Match Required $0 Total Project Funding: $270,000 There is no match required for this Subaward. The indirect cost rate is shown above, expressed as a percentage of indirect costs to direct costs. Unless the rate has been formalized in a Negotiated Indirect Cost Rate Agreement (NICRA) between the Subrecipient and its cognizant federal agency, the rate shown above is hereby approved by the DNRC for the term of this Subaward and may not be changed except via written amendment. Transfers between budget categories are not allowed unless requested by the Subrecipient, approved by DNRC prior to expenditure, and documented in an amendment to the Subaward. Total payment for all purposes under this Subaward shall not exceed Two Hundred Seventy Thousand and no/100 Dollars ($270,000.00). Subrecipient shall follow all applicable procurement procedures as required in Section 12, Compliance with Applicable Laws, and the applicable Federal Office of Management and Budget (OMB) in the Code of Federal Regulations (CFR) 2 CFR 200 §§ 200.317 – 200.326. SECTION 6. AVAILABILITY OF SUBAWARD FUNDS. The Subrecipient acknowledges and understands that Subaward funds become available based on federal awards to DNRC. Costs incurred by the Subrecipient on or after April 5th, 2021 may be, upon approval by the DNRC, eligible for reimbursement or may be counted as match funds. The commitment by the DNRC to expend money is contingent upon the DNRC receiving funds under the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. No liability shall accrue to the DNRC or its officials in the event such funds are not appropriated or issued as authorized under this legislation. The DNRC may, at its sole discretion, issue a temporary stop-work order, reduce the scope of project activities, or terminate this Subaward if 9 FY22 – DNRC Forestry Subaward Page 4 of 9 appropriated funding is reduced or unavailable for any reason. The DNRC will provide Subrecipient at least 10 days’ notice for a stop-work order and at least 30 days’ notice if a reduction in scope or termination is determined to be necessary due to unavailability of funds. Until the DNRC notifies Subrecipient that obligated funds are unavailable, the DNRC will continue to comply with the terms of this Subaward, including the disbursement of funds for eligible expenses incurred by Subrecipient up to the specified date and time provided in a written notice. SECTION 7. DISBURSEMENTS. Subrecipient shall submit claims for disbursement of Subaward funds to the DNRC liaison, using the “Request for Disbursement of DNRC Grant Funds / Financial Status Report” (Request) form, attached hereto as Appendix E and incorporated herein by reference. Documentation of reimbursable costs incurred and paid must be submitted with the request. Documentation may include, but is not limited to, itemized receipts, vendor invoices, inspection certificates, transaction ledgers or other financial reports that clearly show expenditures, payroll records, copies of checks, bank statements, and other forms of proof of payment. The DNRC will determine whether documentation submitted adequately supports the disbursement request and may require additional documentation before approving payment. Reimbursement of Subrecipient’s expenditures will only be made for expenses included in the Project Budget in Section 5, that are clearly and accurately supported by the Subrecipient's records. Subrecipient should seek timely reimbursement of claimed costs incurred under this Subaward. A minimum of one Request must be submitted annually to the DNRC. The annual period begins on the Subaward date of last signature. In the event no reimbursable costs are incurred in an annual period, a Request for zero dollars ($0.00) listing current subaward balances must be submitted to the DNRC. Request for final disbursement of Subaward funds is due 30 days following the subaward termination date. The Subrecipient may request an advance on available funds. In order to be eligible to receive an advance payment, Subrecipient must maintain written procedures that minimize the time elapsing between the transfer of funds and their disbursement. The timing and amount of advance payments must be as close as is administratively feasible to the actual disbursements of funds by Subrecipient. The request for an advance of funds must indicate how Subrecipient intends to spend the funds. After advanced funds are disbursed by Subrecipient (i.e. anticipated expenses are actually paid), Subrecipient must submit documentation to DNRC within 30 days demonstrating proof of payment, identical to that required for reimbursements, above. If Subrecipient receives an advance payment, and Subrecipient subsequently requests a reimbursement payment, Subrecipient must clearly demonstrate how the advanced funds were spent before DNRC will approve Subrecipient’s request for reimbursement of additional expenses. Any funds advanced, but not spent, or whose expenditure is not adequately documented, must, upon expiration of this Subaward, be returned to the DNRC. The DNRC may determine the method of submission for disbursement requests. Methods may include requiring paper versions by US Mail, e-mail or state FTP portal transmission for electronic versions, or entry in a registered Subrecipient account in a grant management system. If a required submission method changes during the term of the Subaward, the DNRC will provide thirty (30) days’ notice. 10 FY22 – DNRC Forestry Subaward Page 5 of 9 The DNRC may withhold up to ten percent (10%) of the total authorized subaward amount until both the project tasks (outlined in Section 1 and Appendix B) and the Final Report (required by Section 8) are completed by the Subrecipient and approved by the DNRC. SECTION 8. REPORTS. The Subrecipient shall immediately notify the DNRC of developments that have a significant impact on the activities supported under this Subaward. Notification must be given in the case of problems, delays or adverse conditions that materially impair the ability of the Subrecipient to meet the objectives of the Subaward. The notification must include a statement on action taken or contemplated, and any assistance needed to resolve the situation including requests for scope and/or timeline modifications as provided for below in Section 16, Assignment and Amendment. Quarterly progress reports for the periods ending each March, June, September and December must be submitted to the DNRC during the term of this Subaward. Reports will provide status information for each project implementation objective. Project status information will include, at a minimum, the percentage completed, costs incurred, funds remaining, and projected completion date. The Subrecipient shall report on total project costs, including grant-funded costs, Subrecipient-provided match, and match provided by other sources. Quarterly reports must be submitted to the DNRC by the last day of the next month following the close of the quarterly period. The first quarter closes December 31, 2021, and the report is due on or before January 31, 2022. The DNRC will review reports for completeness and accuracy, and will notify the Subrecipient if changes are necessary. No claims for disbursements will be honored by the DNRC until complete, accurate quarterly reports have been submitted by the Subrecipient. A suggested Quarterly Report format is attached hereto as Appendix C and incorporated herein by reference. A Final Report that details the project status, results, accomplishments, and financial status will be submitted to the DNRC by the Subrecipient for approval upon project completion. Final reports are due 30 days following the subaward termination date. The Final Report must include an ArcGIS Shapefile(s) capturing activity polygons for all subaward-related accomplishments. Projects of one (1) acre or greater must be represented as polygon features. Projects less than one (1) acre may be represented as a point feature. Each record must include the following attribute data: subaward #, landowner name, landowner mailing address, and acres treated. Only projects accomplished under this subaward may be included in the geospatial data submitted; datasets that include accomplishments under other subawards will not be accepted. Final disbursement of Subaward funds is contingent upon the DNRC’s receipt and approval of the Final Report. A suggested Final Report format is attached hereto as Appendix D and incorporated herein by reference. The DNRC may determine the method of submission for all Quarterly and Final reports. Methods may include requiring paper versions by US Mail, e-mail or state FTP portal transmission for electronic versions, or entry in a registered Subrecipient account in a grant management system. If a required submission method changes during the term of the Subaward, the DNRC will provide thirty (30) days’ notice. SECTION 9. RECORDS AND AUDITS. The Subrecipient must maintain appropriate and adequate records showing complete entries of all receipts, disbursements, and other 11 FY22 – DNRC Forestry Subaward Page 6 of 9 transactions relating to this Subaward for three (3) years after the later of either the final Subaward payment or the termination or expiration of this Subaward. The DNRC, the Montana Legislative Audit Division, or the Montana Legislative Fiscal Division may, at any reasonable time, audit all records, reports, and other documents that the Subrecipient maintains under or during the course of this Subaward to ensure compliance with its terms and conditions. SECTION 10. PROJECT MONITORING AND ACCESS FOR INSPECTION AND MONITORING. The DNRC or its agents may monitor and inspect all phases and aspects of the Subrecipient’s performance to determine compliance with this Subaward, including the adequacy of records and accounts. The Subrecipient shall accommodate requests for the DNRC access to the site and records with due consideration for safety, private property rights, and convenience of everyone involved. SECTION 11. EMPLOYMENT STATUS AND WORKER'S COMPENSATION. The DNRC is not an owner or general contractor for the project. The DNRC does not control the work activities or worksite of the Subrecipient or any contractors that might be engaged by the Subrecipient for completion of the project. The Subrecipient is independent from and is not an employee, officer, or agent of the DNRC. The Subrecipient, its employees and contractors, are not covered by the DNRC’s Workers' Compensation Insurance. The Subrecipient is responsible for making sure that it and its employees are covered by Workers’ Compensation Insurance and that its contractors are in compliance with the coverage provisions of the Workers’ Compensation Act. The Subrecipient shall ensure that all employees complete the I-9 form to certify they are eligible for lawful employment under the Immigration and Nationality Act (8 USC 1324a). Subrecipient shall comply with regulations regarding certification and retention of the completed forms. SECTION 12. COMPLIANCE WITH APPLICABLE LAWS. The Subrecipient must comply with the requirements of the Federal Office of Management and Budget (OMB) guidance in subparts A through F of 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles, And Audit Requirements For Federal Awards, as adopted and supplemented by the USDA in 2 CFR Part 400. These regulations are available online at the following website: www.ecfr.gov. Subrecipient certifies that it will abide by all certifications and assurances set forth in USDA Form AD-1048, “Certification Regarding Debarment, Suspension, Ineligibility & Voluntary Exclusion Lower Tier Covered Transactions,” this form having been signed, attached hereto as Appendix A, and incorporated herein by reference. Per the terms of the federal award, the Subrecipient shall also require all second-tier subrecipients and contractors who will be paid with subaward funds to sign form AD-1048, and subrecipient shall keep completed forms on file. If the amount of this contract, sub-contract, or sub-grant is in excess of $100,000, the Subrecipient will comply with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15). All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Montana Human Rights Act, the Civil Rights Act of 1964, the Age Discrimination Act of 1975, the Americans with Disabilities Act of 1990, and Section 504 of the Rehabilitation Act of 1973. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. In accordance with 49-3- 12 FY22 – DNRC Forestry Subaward Page 7 of 9 207, MCA, the Subrecipient agrees that the hiring of persons to perform this Subaward will be made on the basis of merit and qualifications and without discrimination based upon race, color, religion, creed, political ideas, sex, age, marital status, physical or mental disability, or national origin of the persons performing this Subaward. It shall be the Subrecipient's responsibility to obtain all permits, licenses, or authorizations that might be required from government authorities for completion of the project. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state, and local statutes. The DNRC’s signature on this Subaward does not guarantee the approval or issuance of any permits, licenses, or any other form of authorization to take action for which Subrecipient must apply with the DNRC or any other government entity and submit to the DNRC to fulfill the terms of this Subaward. TRAFFICKING IN PERSONS. Subrecipients under this award and the Subrecipient’s employees may not: (1) Engage in severe forms of trafficking in persons during the period of time that the award is in effect; (2) Procure a commercial sex act during the period of time that the award is in effect; or (3) Use forced labor in performance of the award or subawards under the award. NONDISCRIMINATION STATEMENT – PRINTED, ELECTRONIC, OR AUDIOVISUAL MATERIAL. The Subrecipient shall include the following statement, in full, in any printed audiovisual material, or electronic media for public distribution developed or printed with any Federal funding. In accordance with Federal law and U.S. Department of Agriculture policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, or disability. (Not all prohibited bases apply to all programs.) To file a complaint of discrimination, write USDA, Director, Office of Civil Rights, Room 326-W, Whitten Building, 1400 Independence Avenue, SW, Washington, DC 20250-9410 or call (202) 720-5964 (voice and TDD). USDA is an equal opportunity provider and employer. If the material is too small to permit the full statement to be included, the material must at minimum, include the following statement, in print size no smaller than the text: “This institution is an equal opportunity provider.” SECTION 13. AGENCY RECOGNITION REQUIREMENTS Use of Agency Insignia. Subrecipient shall request in writing permission from the USFS Northern Region and receive written permission from the USFS before using the USFS insignia on any published media, such as a webpage, printed publication, or audiovisual production. Subrecipient shall request in writing and receive written permission from the DNRC before using the DNRC insignia on any published media, such as a webpage, printed publication, or audiovisual production. Public Notices. Subrecipient is encouraged to give public notice of the receipt of this subaward of federal grant funds and, from time to time, to announce progress and accomplishments. Press releases or other public notices should include and all notices of funding opportunities or solicitation for project participants must include a statement substantially as follows: “The funding for this project is derived in full [or in part] from a federal award of the U.S. Forest 13 FY22 – DNRC Forestry Subaward Page 8 of 9 Service, Department of Agriculture, subawarded by the Montana Department of Natural Resources and Conservation, Forestry Division.” Acknowledgment in Publications, Audiovisuals, and Electronic Media. Subrecipient shall acknowledge USFS and DNRC support as appropriate in any publications, audiovisuals, and electronic media developed as a result of this subaward of USFS grant funds. Follow direction in USDA Supplemental 2 CFR 415.2. SECTION 14. COPYRIGHTING AND GOVERNMENT RIGHT TO USE. Subrecipient is granted sole and exclusive right to copyright any publications developed as a result of this award. The State of Montana and the USFS reserve a royalty-free, nonexclusive, and irrevocable right to reproduce, publish, or otherwise use, and to authorize others to use the work for government purposes. This provision includes any right of copyright to which Subrecipient purchases ownership with any federal contributions. No original text or graphics produced by the State of Montana or the USFS shall be copyrighted. SECTION 15. FAILURE TO COMPLY. If the Subrecipient fails to comply with the terms and conditions of this Subaward, the DNRC may terminate this Subaward and refuse additional disbursements of subaward funds and take legal action to recover disbursed subaward funds. Such termination will become a consideration in the DNRC’s evaluation of future applications for subawards. SECTION 16. ASSIGNMENT AND AMENDMENT. The Subrecipient may not assign or transfer any portion of this Subaward without the DNRC’s express written consent. Amendments will be in writing, signed by both parties, and attached as an integral component of this Subaward. This Subaward may be terminated by the mutual written consent of both parties. If this Subaward is terminated, the Subrecipient may not submit claims for reimbursement for costs incurred beyond the mutually agreed to termination date. SECTION 17. MONTANA LAW AND VENUE. Any action or judicial proceeding for enforcement of the terms of this Subaward shall be instituted only in the courts of Montana and shall be governed by the laws of Montana. Venue shall be in the First Judicial District, Lewis and Clark County, Montana. SECTION 18. AGREEMENT EXTENSION. This Subaward may, upon mutual written agreement between the parties and according to its terms, be extended. SECTION 19. INDEMNITY AND LIABILITY (HOLD HARMLESS / INDEMNIFICATION). Subrecipient agrees to be financially responsible for any audit exception or other financial loss to the DNRC and the State of Montana which occurs due to the negligence, intentional acts, or failure by Subrecipient and/or its agents, employees, subcontractors, or representatives to comply with the terms of this Subaward. Subrecipient hereby agrees to defend, indemnify, and hold harmless the DNRC and the State of Montana and its agents from and against any and all claims, demands, or actions for damages to property or injury to persons or other damage to persons or entities arising out of, or resulting from the performance of this Subaward or the results of this Subaward, provided such damage to property or injury to persons is due to the negligent act or omission, recklessness, or intentional misconduct of Subrecipient or any of its employees. This Subaward is not intended to relieve a liable party of financial or legal responsibility. 14 FY22 – DNRC Forestry Subaward Page 9 of 9 SECTION 20. INSURANCE REQUIREMENTS. General Requirements. The Subrecipient shall maintain for the duration of this Subaward, at its cost and expense, insurance against claims for injuries to persons or damages to property, including liability, which may arise from or in connection with the performance of the work by the Subrecipient, agents, employees, representatives, assigns, or contractors. This insurance shall cover such claims as may be caused by any negligent act or omission. Specific Requirements for Commercial General Liability. The Subrecipient shall purchase and maintain occurrence coverage with combined single limits for bodily injury, personal injury, and property damage of $750,000 per occurrence and $1,500,000 aggregate per year to cover such claims as may be caused by any act, omission, or negligence of the Subrecipient or its officers, agents, representatives, assigns or contractors. This Subaward consists of pages 1 – 9, plus the following appendices: • Appendix A [Form AD-1048] • Appendix B [Approved Project Proposal] • Appendix C [Quarterly Report Format] • Appendix D [Final Report Format] • Appendix E [Request for Disbursement Form] • Appendix F [Summary of Work]. The Subrecipient hereby accepts this Subaward according to the above terms and conditions. __________________ By: ______________________________________________ Date Subrecipient or Subrecipient’s Authorized Representative _____________________________________________ Printed Name __________________ By: ______________________________________________ Date DNRC Authorized Representative ______________________________________________ Printed Name __________________ By: ______________________________________________ Date DNRC Director 15 This form is available electronically. Form Approved – OMB No. 0505-0027 Expiration Date: 04/30/2022 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion AD-1048 Lower Tier Covered Transactions The following statement is made in accordance with the Privacy Act of 1974 (5 U.S.C. § 552a, as amended). This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, and 2 C.F.R. §§ 180.300, 180.335, Participants' responsibilities. The regulations were amended and published on August 31, 2005, in 70 Fed. Reg. 51865-51880. Copies of the regulations may be obtained by contacting the Department of Agriculture agency offering the proposed covered transaction. According to the Paperwork Reduction Act of 1995 an agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0505-0027. The time required to complete this information collection is estimated to average 15 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The provisions of appropriate criminal and civil fraud privacy, and other statutes may be applicable to the information provided. (Read instructions on page two before completing certification.) A.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency; B.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. ORGANIZATION NAME PR/AWARD NUMBER OR PROJECT NAME NAME(S) AND TITLE(S) OF AUTHORIZED REPRESENTATIVE(S) SIGNATURE(S) DATE In accordance with Federal civil rights law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, the USDA, its agencies, offices, and employees, and institutions participating in or administering USDA programs are prohibited from discriminating based on race, color, national origin, religion, sex, gender identity (including gender expression), sexual orientation, disability, age, marital status, family/parental status, income derived from a public assistance program, political beliefs, or reprisal or retaliation for prior civil rights activity, in any program or activity conducted or funded by USDA (not all bases apply to all programs). Remedies and complaint filing deadlines vary by program or incident. Persons with disabilities who require alternative means of communication for program information (e.g., Braille, large print, audiotape, American Sign Language, etc.) should contact the responsible agency or USDA's TARGET Center at (202) 720-2600 (voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339. Additionally, program information may be made available in languages other than English. To file a program discrimination complaint, complete the USDA Program Discrimination Complaint Form, AD-3027, found online at How to File a Program Discrimination Complaint (https://www.ascr.usda.gov/filing-program-discrimination-complaint-usda-customer) and at any USDA office or write a letter addressed to USDA and provide in the letter all of the information requested in the form. To request a copy of the complaint form, call (866) 632-9992. Submit your completed form or letter to USDA by: (1) mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue, SW, Washington, D.C. 20250-9410; (2) fax: (202) 690-7442. Appendix A 16 Instructions for Certification (1)By signing and submitting this form, the prospective lower tier participant is providing the certification set out on page 1 in accordance with these instructions. (2)The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension or debarment. (3)The prospective lower tier participant shall provide immediate written notice to the person(s) to which this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. (4)The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person," "primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549, at 2 C.F.R. Parts 180 and 417. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those regulations. (5)The prospective lower tier participant agrees by submitting this form that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. (6)The prospective lower tier participant further agrees by submitting this form that it will include this clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion -Lower Tier Covered Transactions," without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. (7)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the System for Award Management (SAM) database. (8)Nothing contained in the foregoing shall be construed to require establishment of a system of records to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. (9)Except for transactions authorized under paragraph (5) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. Form AD-1048 (REV 12/18) Page 2 of 2 Appendix A 17 Please use the space below to provide a 500-1000 word narrative about your project. Working Project Title: Sourdough Creek Municipal Watershed Forest Management Protecting and enhancing municipal water supply resiliency and critical water supply infrastructure of the City of Bozeman is the over-riding objective of this project. A severe wildfire in the Sourdough Creek municipal watershed will impair water quality of this crucial municipal water supply source, which accounts for 40% of the city’s annual water supply. City of Bozeman water treatment plant operations can be severely hampered by large amounts of ash and sediment produced from erosion following wildfire. A safe and dependable drinking water supply is essential to public health and safety as well as uninterrupted commerce in the City of Bozeman. The project seeks $270,000 to perform forest treatments on city owned property in Sourdough Canyon bordered by Custer Gallatin National Forest and private property in the wildland urban interface. Forest treatments will be strategically performed to protect the city’s existing water supply infrastructure and to produce a forest landscape that is less susceptible to the experience of devastating crown fire. Doing so enhances watershed and water supply resiliency and directly benefits adjacent private property owners, city water customers, fish and wildlife, the wood products industry, as well as the diverse array of year-round recreational users that enjoy the Sourdough Creek watershed. The project specifically addresses State and Private Forest National Themes as well as Focus Areas 1, 2, and 3 of the Montana State Assessment/Forest Action Plan by: 1) conserving working forest landscapes by actively managing forest vegetation; 2) protecting forests from harm by reducing risk of wildfire impacts; 3) enhancing public benefits from trees and forests by protecting and enhancing water quality; 4) producing merchant timber and biomass forest products. Applicant Information Name of Project Point Person Organization Brian Heaston, PE City of Bozeman Address City State Zip + 4 PO Box 1230 Bozeman MT 59771-1230 Phone Fax Email 406-582-2282 bheaston@bozeman.net Name of Service Forester you will be working with on this project. If you are a service forester or other DNRC staff, please list any partner organizations or project sponsors you will work directly with to develop this proposal. Chuck Barone, DNRC Region 13 Service Forester Appendix B 18 Ideally, the project will be delivered in conjunction with the Custer Gallatin National Forest’s Bozeman Municipal Watershed project, or BMW project for short. The BMW has been a work in progress for the better part of the past decade but is nearing readiness for implementation. The city has long intended to perform silviculture activities on city-owned property intermingled with the BMW project. A city Forest Management Plan exists that identifies treatment units and methods on city property that dovetail with BMW treatment units. The attached map exhibit shows city lands within the BMW project area. It readily shows the critical positioning of city-owned property particularly within the northern extents of the BMW project area. Key partners in the city’s forest management project include the USFS Custer Gallatin National Forest, the DNRC, and the Gallatin Valley Land Trust. The city and USFS enjoy a long-standing partnership in management of activities and projects in the municipal watershed that is memorialized within a formal Memorandum of Understanding. BMW project work, as well as work on city-owned property, requires close coordination and consistent public communications by the city and USFS as public access to watershed from the Sourdough Canyon trailhead will be restricted during certain portions of project implementation. Coordination and partnership with Gallatin Valley Land Trust is also essential in order to disseminate project-related communications regarding temporary trail closures that directly impact the recreating public. Further partnering opportunities assuredly exist with other local non-profit and recreational user groups although they have not been specifically identified at this stage of the proposal process. Lastly, DNRC is a key partner should LSR funding be granted under this proposal. The city looks forward to working closely with the DNRC to deliver this much-needed project. Appendix B 19 Working Project Title: Sourdough Creek Municipal Watershed Fuels Management Budget: $300,000 Location: Gallatin County, Montana; City of Bozeman municipal watershed Project Contact: Angela Wells Brian Heaston Montana DNRC City of Bozeman 406.542.4221 406.582.2282 awells@mt.gov bheaston@bozeman.net Protecting and enhancing municipal water supply resiliency and critical water supply infrastructure of the City of Bozeman is the over-riding objective of this project. A severe wildfire in the Sourdough Creek municipal watershed will impair water quality of this crucial municipal water supply source, which accounts for 40% of the city’s annual water supply. City of Bozeman water treatment plant operations can be severely hampered by large amounts of ash and sediment produced from erosion following wildfire. A safe and dependable drinking water supply is essential to public health and safety as well as uninterrupted commerce in the City of Bozeman. The project seeks $300,000 to perform forest treatments on city owned property in Sourdough Canyon bordered by Custer Gallatin National Forest and private property in the wildland urban interface. Forest treatments will be strategically performed on approximately 300-400 acres to protect the city’s existing water supply infrastructure and to produce a forest landscape that is less susceptible to devastating crown fire. Doing so enhances resiliency of watershed and water supply and directly benefits adjacent private property owners, city water customers, fish and wildlife, as well as the diverse array of year-round recreational users that enjoy the Sourdough Creek watershed. Cross-boundary efforts hinge on the implementation of Custer Gallatin National Forest’s Bozeman Municipal Watershed project (BMW). The BMW has been a work in progress for the better part of the past decade but is nearing implementation. The city has long intended to perform silviculture activities on city-owned property intermingled with the BMW project. A city Forest Management Plan exists that identifies treatment units and methods on city property that dovetail with BMW treatment units. The project specifically addresses State and Private Forest National Themes as well as Focus Areas 1, 2, and 3 of the Montana State Assessment/Forest Action Plan by: 1) conserving working forest landscapes by actively managing forest vegetation; 2) protecting forests from harm by reducing risk of wildfire impacts; 3) enhancing public benefits from trees and forests by protecting and enhancing water quality; 4) producing merchant timber and biomass forest products. Key partners in the city’s forest management project include the USFS Custer Gallatin National Forest, the DNRC, and the Gallatin Valley Land Trust. The city and USFS enjoy a long-standing partnership in management of activities and projects in the municipal watershed that is memorialized within a formal Memorandum of Understanding. BMW project work, as well as work on city-owned property, requires close coordination and consistent public communications by the city and USFS as public access to watershed from the Sourdough Canyon trailhead will be restricted during certain portions of project implementation. Coordination and partnership with Gallatin Valley Land Trust is also essential in order to disseminate project-related communications regarding temporary trail closures that directly impact the recreating public. Appendix B 20 SUBAWARD AGREEMENT SUGGESTED QUARTERLY REPORT FORMAT Enter Name of Organization Here QUARTERLY REPORT FOR SUBAWARD AGREEMENT NUMBER: xxx - xx - xxx Reporting period: Select Quarter , Select Year Agreement termination date: Click to enter/select date Total acres to be treated (Sect.4 in grant agreement): Enter acres here Acres Treated # Property Assessments / Plans # Educational Programs Completed This Quarter this quarter this quarter this quarter Enter Narrative Here. A narrative describing project progress, process, challenges, and other pertinent information is required. If project includes multiple geographic areas, please provide a detailed description of where project accomplishments occurred (e.g., 20 acres and 10 property assessments completed in Gold Creek, 1 community meeting held in Potomac, etc.). Include before/after photos and other representative information to support narrative. Enter Summary Here. A summary of a monitoring review held with DNRC staff member, as applicable. Appendix C 21 Subaward Agreement FINAL REPORT FORMAT Title Page: 1. Subrecipient’s name, address & telephone numbers. 2.Name, address, and telephone numbers of others who may be contacted concerning the project if the primary contacts are not available. 3.Funding: Total project cost and amount of subaward. Introduction: Describe the project history, project location, and the purpose of the project. Discussion and Results: 1.Document that project goals, objectives, and tasks identified in the Subaward have been completed. Copy the project goals, objectives, and tasks verbatim. After listing eachgoal, object, and task, document that they were completed. If any were not completed,explain why. It is very important that you provide evidence that the agreement was completed as agreed to in Section 4 of the Subaward, Project Scope. 2.Include an ArcGIS Shapefile(s) capturing activity polygons for all subaward-related accomplishments. Projects 1 acre or greater must be represented as polygon features. Projects less than 1 acre may be represented as point features. Each record must include the following attribute data: subaward #, landowner name, landowner mailing address, and acres treated. Geospatial data must be provided only for projects under the current subaward; data including accomplishments under other subawards will not be accepted. 3.Summarize any problems encountered and solutions adopted. What would you dodifferently? Public Benefits: List the anticipated overall public benefits of the project as stated in the grant application. Were these benefits realized? If not, explain why not. Subaward Administration & Project Costs: 1. Budget Include a summary of how the monies were spent by budget category and source offunding. Was the project completed according to budget? Explain any cost overruns orsavings. Discuss any unbudgeted expenses that arose over the course of the project. 2.Matching Funds Identify the matching funds that were to be spent according to the Subaward. Document that these funds were spent. If not all matching funds were spent, explain why. Appendix D 22 Grant Agreement Number / Project Name From (mm/dd/yy):To (mm/dd/yy): Direct Costs: Subrecipient Salary/Wages/Benefits $0.00 Operating Expenses $0.00 Payments to Landowners (Beneficiaries)$0.00 Contracted Services $0.00 SubTotal $0.00 $0.00 $0.00 $0.00 $0.00 Indirect Costs:$0.00 TOTAL $0.00 $0.00 $0.00 $0.00 $0.00 Date Grant balance remaining (after this request) Cumulative match expenses to date (if applicable) Request for Disbursement of DNRC Grant Funds / Financial Status Report Request for Reimbursement Grantee Name Period covered by this request: Request for Advance Grantee Representative / Preparer's Signature Total Grant Budget by category (from grant agreement) Funds received from DNRC (before this request) Disbursement amount requested Revised Aug 2015 Appendix E 23 PROJECT OUTCOMES Acres Treated: 300-400 Average subaward treatment cost: $550-$735/acre Property Assessments/Plans: n/a Educational Programs: n/a Treatment Prescription: 300-400 forested acres will be treated to meet hazardous fuels reduction specifications which include: decreasing stand densities by reducing basal area 30- 50%, or removing up to 50% volume dependent on stand conditions and forest type. Specific treatments are identified in the city’s forest management plan. Additionally, sub-merchantable ladder fuels will be removed to decrease the potential for high-severity wildfire behavior. Method of Implementation: The subrecipient will contract the services of a Technical Service Provider (TSP) to administer all aspects of the mitigation project including the commercial and non-commercial aspects of the work in order to meet the hazardous fuels mitigation objectives. Additionally, the services of one or more qualified forestry professionals will be contracted to accomplish the specific treatment prescription(s) for the project. This may include mechanized and non-mechanized implementation practices. Total treatment cost: $270,000. Restrictions: No work on Federal land. Appendix F Sourdough Creek Municipal Watershed Fuels Management Summary of Work Project Area: The project area is on city owned property in the Sourdough Creek Watershed located in central Gallatin and Park counties; adjacent to the community of Bozeman. It is one of two municipal watersheds which supply the residents of Bozeman with clean potable water. Key outcome of the agreement: Completion of a hazardous fuels mitigation project on 300- 400 acres of non-federal land within the project area. Accomplishments: 24 Memorandum REPORT TO:City Commission FROM:David Fine, Economic Development Program Manager SUBJECT:Ratify the City Manager's Signature on a First Amendment to the Grant Agreement for the ELM Event Venue MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Grant RECOMMENDATION:Ratify the City Manager's signature on a first amendment to the grant agreement for the ELM event venue. STRATEGIC PLAN:2.2 Infrastructure Investments: Strategically invest in infrastructure as a mechanism to encourage economic development. BACKGROUND:The City Commission recently approved Resolution 5336 authorizing Change Order 4 to the North 7th Ave. Streetscape project. The change order includes a partial reconstruction of Short St. and N. 6th Ave. to provide for adequate stormwater drainage and ADA improvements adjacent to The ELM event center. Stonefly Capital, LLC, the owner of the ELM, agreed to contribute $40,000 to the improvements and agreed that a reduction of their grant amount was a reasonable way to make their contribution to the project. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:Decreasing the grant amount reduces the financial obligations of the Midtown Urban Renewal District by $40,000. Attachments: First Amendment to Grant Agmt.ELM.docx Report compiled on: September 9, 2021 25 FIRST AMENDMENT TO GRANT AGREEMENT (ELM) This FIRST AMENDMENT TO MIDTOWN TIF ASSISTANCE PROGRAM GRANT AGREEMENT (this “First Amendment”) is dated as of [______________], 2021 by and between STONEFLY CAPITAL, LLC (the “Grantee”), and the CITY OF BOZEMAN, MONTANA (the “Grantor”). This First Amendment amends the Midtown TIF Assistance Program Grant Agreement dated February 23, 2021 (the “Original Agreement”), by and between the Grantee and Grantor, and capitalized terms used herein and not otherwise defined have the meanings given such terms in the Original Agreement. RECITALS: WHEREAS, pursuant to the Original Agreement, the Grantor agreed to provide a grant to Grantee in the amount of $233,000 to reimburse the Grantee for certain eligible costs of the Project, subject to the terms and conditions in the Original Agreement; and WHEREAS, the Grantee has since agreed to contribute $40,000 to the partial reconstruction of Short Street, adjacent to the Project, to improve stormwater drainage in the area (the “Short Street Reconstruction”), which benefits the Project; and WHEREAS, the parties desire to amend the Original Agreement to provide that a portion of the grant awarded pursuant to the Original Agreement be retained by the Grantor and applied to pay costs of the Short Street Reconstruction. NOW, THEREFORE, the Grantor and Grantee agree as follows: Section 1.Additional Recital. At the end of the recitals in the Original Agreement, immediately prior to “THE PARTIES AGREE,” the following recital is added: “WHEREAS, the Grantor desires to contribute $40,000 to the partial reconstruction of Short Street, adjacent to the Project, to improve stormwater drainage in the area (the “Short Street Reconstruction”), which benefits the Project.” Section 2.Section 1. Section 1 of the Original Agreement is hereby amended to read as follows in its entirety: “1. The Grant. The City, through the Board, will grant to the Grantee two hundred thirty three thousand dollars ($233,000), of which (i) $40,000 shall be retained by the City and applied to pay costs of the Short Street Reconstruction, and (ii) $193,000 shall be released to Grantee pursuant to the payment terms in Section 3.” Section 3.Written Agreement. This First Amendment is made by written agreement signed by both parties as provided in Section 12 of the Original Agreement. Except as amended hereby, the Original Agreement shall remain unamended, and shall continue in full force and effect as amended by this First Amendment. 26 Section 4.Consent to Electronic Signatures. The parties have consented to execute this instrument electronically in conformance with the Montana Uniform Electronic Transactions Act, Montana Code Annotated, Title 30, Chapter 19, Part 1. [Remainder of page intentionally left blank] 27 IN WITNESS WHEREOF, the Parties hereto have caused this First Amendment to Grant Agreement to be executed as of the date first set forth above. CITY OF BOZEMAN, MONTANA By:_______________________________________ Its: City Manager [Signature Page to First Amendment to Grant Agreement] 28 STONEFLY CAPITAL, LLC By: Its: [Signature Page to First Amendment to Grant Agreement] 29 Memorandum REPORT TO:City Commission FROM:Brian Heaston, Senior Engineer Scott Shirley, Interim Public Works Director Anna Rosenberry, Assistant City Manager SUBJECT:Authorize the City Manager to Sign a Notice of Award to R&R Conner Aviation, LLC for the Phase 2 Sourdough Fuels Reduction Project, and Contract Documents Once Received MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to sign a notice of award to R&R Conner Aviation, LLC for the Phase 2 Sourdough Fuels Reduction Project, and contract documents once received. STRATEGIC PLAN:6.1 Clean Water Supplies: Ensure adequate supplies of clean water for today and tomorrow. BACKGROUND:The City’s Sourdough Fuels Reduction Project is a component of the overall Bozeman Municipal Watershed Project – a cooperative effort between the City and U.S. Forest Service to reduce the severity and extent of wildfire in the Hyalite and Sourdough municipal watersheds. The City’s Sourdough efforts target various fuels reduction activities on 380 acres of City-owned land surrounding the Sourdough municipal water supply intake. This intake provides approximately 40% of the City’s municipal water supply. Phase 2 of the Sourdough Fuels Reduction Project is comprised of helicopter logging of timber on approximately 80 acres of land laid out within 25 discrete fuels treatment units by Peck Forestry Inc, the City’s professional consultant forester. Please note that the timber contract for Phase 1 of the project was authorized by the City Commission on June 22, 2021. The Phase 2 helicopter timber service contract was publicly advertised by the City. Bids were opened on September 8, 2021. One bid was received: that from R&R Conner Aviation, LLC with a total bid price of $378,824.60. The City’s professional consultant forester has confirmed that the R&R Conner has adequate equipment, experience, and personnel to complete the project according to the terms of the helicopter timber service contract and recommends award. UNRESOLVED ISSUES:None. 30 ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:The bid price for the Phase 2 Sourdough Fuels Reduction Project is $378,824.60. The actual contract project cost is based on actual weight, in tons, of timber removed under the contract and may vary, up or down, from the bid price. The project is funded by Water Fund CIP Project No. W63, providing $400k, along with $270k in grant monies from the Montana Department of Natural Resources and Conservation. Please note that the grant agreement for these grant funds is placed on this September 21, 2021 consent agenda concurrent with this Notice of Award. CIP Project W63 has existing contractual obligations of $122,992.00, leaving a remaining unobligated balance of $277,008.00. Deducting the grant funds from the bid price, the CIP Project No. W63 will contribute $108,824.60, leaving a remaining unobligated balance of $168,183.40. Sufficient funding is available to award the Phase 2 contract. Attachments: Bid Tab & Bid Form NOTICE OF AWARD Report compiled on: September 9, 2021 31 Name:Address Affirmation Form:Bid Deposit Sawlogs Per Unit Other Materials Per Unit Total Bid Price R&R Conner Aviation PO Box 313 Conner MT 59827 Yes Yes $51.32 $85.00 $378,824.60 Mike Maas Jesse DiTommaso Brian Heaston City Clerk Deputy City Clerk Engineer Bid Check #:Delivered to Finance:Accepted By:Date: 115039 9/8/21 By Mike Maas Bernie Massey 9/8/2021 Sourdough Fuels Reduction Phase 2 These bids were opened and read before the undersigned at 2:00 pm on Wednesday, July 8, 2021. DocuSign Envelope ID: 2C046C2E-EC1B-4999-B151-D18DBB2CDD74 32 33 NOTICE OF AWARD Date of Issuance: September 21, 2021 Owner: City of Bozeman Forest Officer: Peck Forestry, Inc. Contract: Phase 2 Sourdough Fuels Reduction Bidder: R&R Conner Aviation LLC Bidder’s Address: P.O. Box 313, Conner, MT 59827 The City of Bozeman has accepted your Bid dated August 20, 2021, which was opened by the City of Bozeman on September 8, 2021 for the above Contract. You are hereby notified that you are the Successful Bidder and are awarded a Contract for: Phase 2 of the Sourdough Fuels Reduction Project, located within E1/2 SE1/4 Section 7, W1/2 Section 17,  and E1/2 Section 18 T3S R6E on City of Bozeman property.  Approximately 5,449 tons of Douglas‐fir  sawlogs and 956 tons of Lodgepole Pine sawlogs are Service Contracted for helicopter removal along with  approximately 472 tons of merchantable non‐sawlog Other Material.  The Other Material largely consists  of down or standing dead Lodgepole Pine of merchantable quality.  The contract also includes a road  maintenance package.  The Contract Price of the awarded Contract is $378,824.60. Payment shall be issued by the City of Bozeman pursuant to provisions of the Helicopter Timber Service Contract. Pursuant to the Bid Form signed and dated by the Bidder on August 20, 2021, within 30 days from the date of this Notice of Award, the Bidder shall: 1. Execute the Helicopter Timber Service Contract. 2. Furnish a satisfactory performance bond as required by the Contract. 3. Provide proof of insurance required by the Contract. Failure to comply with these conditions within the time specified will entitle City of Bozeman to consider Bidder in default, annul this Notice of Award, and declare the Bid security provided with the Bid forfeited. City of Bozeman By: (signature) Name (printed) Jeff Mihelich Title: City Manager   34 Memorandum REPORT TO:City Commission FROM:Bob Murray, Project Engineer Scott Shirley, Interim Director of Public Works SUBJECT:Authorize the City Manager to Sign a Temporary Right-of-way Agreement and Temporary Construction Permit for Construction of Improvements to Story Mill Road - Parcel 3 (2511N LLC and 2332 LLC) MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Agreement - Property RECOMMENDATION:Authorize the City Manager to sign a temporary right-of-way agreement and temporary construction permit needed for the City to install improvements to Story Mill Road - Parcel 3 (2511N LLC and 2332 LLC). STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and maintenance for existing and new infrastructure. BACKGROUND:By adopting the City of Bozeman Capital Improvement Plan the City Commission has directed staff to install improvements to Story Mill Road. In order to carry out that direction it is necessary to acquire Right-of-Way. The attached documents, which have been executed by the property owners, are the result of those efforts and are necessary to the completion of that project. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:The total cost of this acquisition is $500.00 which will be paid for using the Street Impact Fee Fund. Attachments: Story Mill Road Temp ROW Agree and Temp Const Permit.pdf Report compiled on: September 9, 2021 35 36 37 38 39 40 41 42 43 Memorandum REPORT TO:City Commission FROM:Addi Jadin, Parks Planning and Development Manager Mitch Overton, Parks and Recreation Director Chuck Winn, Assistant City Manager SUBJECT: Authorize the City Manager to Sign a License Agreement for the Use of City Property by Headwaters Community Housing Trust and Langlas Associates, Inc. MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Agreement - Property RECOMMENDATION:Authorize the City Manager to sign a l icense agreement for the use of city property by Headwaters Community Housing Trust and Langlas Associates, Inc. STRATEGIC PLAN:6.5 Parks, Trails & Open Space: Support the maintenance and expansion of an interconnected system of parks, trails and open spaces. BACKGROUND:Headwaters Community Housing Trust is developing Bridger View Development Project adjacent to Story Mill Community Park and a linear park along Story Mill Road and have contracted with Langlas as its general contractor and may contract with others to provide construction and related services for the project. Applicants seek permission to perform grading within each park parcel to facilitate a more gradual slope between properties and construction of a sidewalk in the linear park to connect the development to pathway along Story Mill Road. The attached license agreement describes the extent of disturbance, restoration and other terms to ensure the park properties are not unduly impacted during the project and are returned to useable conditions promptly. Staff supports the project because it improves the transition between the private development and the park properties. This use agreement replaces a previously approved agreement between HCHT and the City. Including Langlas in the agreement avoids repetitive insurance coverage. UNRESOLVED ISSUES:None. ALTERNATIVES:Per Commission. 44 FISCAL EFFECTS:None. Attachments: F7. License Agreement - Use of City Property - Headwaters Community Housing Trust.pdf ExhibitC_BV PARK GRADING.pdf Exhibit A_StoryMillRdLinearPark-LegalDescription.pdf Report compiled on: May 17, 2021 45 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 1 of 12 AFTER RECORDING PLEASE RETURN TO: City Clerk City of Bozeman PO Box 1230 Bozeman, MT 59771-1230 LICENSE AGREEMENT FOR THE USE OF CITY PROPERTY BY HEADWATERS COMMUNITY HOUSING TRUST This License Agreement (the “Agreement”) is entered into on September 21, 2021 between the City of Bozeman, a self-governing municipality operating pursuant to its Charter and the laws of the State of Montana, with a mailing address of P.O. Box 1230, Bozeman, MT 59771 (the “City”) Headwaters Community Housing Trust, with a mailing address of P.O. Box 12013, Bozeman MT 59719, and Langlas and Associates, Inc, with a mailing address of 1019 E. Main Street, Ste.1, Bozeman, MT 59715 (“Licensees” or “HCHT and Langlas” and collectively with the City, the “Parties”). In consideration of Licensees’ promises herein, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Parties agree as follows: 1. Purpose. The City owns the real properties described within the Quitclaim Deed attached as Exhibit A (“Linear Park”) and the legal description in Exhibit B (“Parcel 4 of Story Mill Community Park” and together with the Linear Park, “City Properties” or “Park Properties”) and agrees to authorize Licensees to access a portion of the Park Properties for purposes of completing certain alterations and improvements to HCHT’s property adjacent to the Park Properties pursuant this Agreement and HCHT’s approved plans for the Bridger View Redevelopment Planned Unit Development, Application 19464 (“PUD”). The alternations of and improvements to the Park Properties consists of the following: Grading within the Park Properties, sidewalk installation within Linear Park as depicted in Exhibit C, and other work needed to facilitate coordination between Bridger View Development, Story Mill Road construction project, and other City projects. (the “Alterations and Improvements”). 2. Description of Licensed Property. The portions of the Park Properties subject to this Agreement consist of the real property as depicted as the shaded area shaded in Exhibit C (“Licensed Properties”). 46 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 2 of 12 3. Title. Licensees hereby acknowledge this Agreement grants a privilege and not an interest in the Licensed Property and the title of the City to the Licensed Properties, and Licensees agree never to deny such title or claim, at any time, or claim any interest or estate of any kind or extent whatsoever in the Licensed Properties by virtue of this Agreement or Licensees’ occupancy or use hereunder. The City may enter the Licensed Properties at any time to assert its real property interest or for other purposes which do not unreasonably interfere with the activities of the Licensees authorized by this Agreement. 4. License for Construction and Installation of Improvements; Term. The City hereby grants permission, revocable and terminable as provided herein, during period commencing on the Effective Date and expiring on July 31, 2022 on the terms and conditions set forth herein, which Licensees promise to comply with and abide by to Licensees for Licensees’ fulfillment of the obligations as stated in this Agreement and/or the conditions of the PUD, which Licensees promise to comply with and abide by (the “Use License”). The Use License consists of permission for Licensees, their contractors, subcontractors and other entities contracted with or hired by Licensees to use the Licensed Property and no other portion of the Park Properties for only the purposes as stated herein. Construction of Improvements not in compliance with the infrastructure plan shall be considered a breach of the Use License. The term of the Use License may be extended by mutual agreement of the Parties in writing. The City Manager is authorized to agree on behalf of the City to extension(s) of the term of the Use License. Title to all permanent improvements on the Park Property(ies) and on public rights-of-way adjacent to the Park Property(ies) made by Licensees or their agents shall vest in the City, free and clear of all debts, liens and encumbrances. 5. Indemnification/Insurance. a. To the fullest extent permitted by law, Licensees, recognizing they exercise their privileges under this Agreement at their own risk, shall release, and shall protect, defend, indemnify, and hold harmless the City and their agents, representatives, employees, and officers from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any party or parties that may be asserted against, recovered from or suffered by the City, occasioned 47 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 3 of 12 by, growing or arising out of or resulting from or in any way related to: (i) the occupation or use of the Licensed Property by Licensee; (ii) the negligent, reckless, or intentional misconduct of the Licensee, their officers, employees, or agents on or related to the Licensed Property; and (iii) any negligent, reckless, or intentional misconduct of any of the Licensees’ guests, invitees, contractors, or subcontractors on or related to the Licensed Property. Such obligation shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist as to an indemnitee described in this Section. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s) which would otherwise exist as to such indemnitee(s). Licensees’ indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City. Should any indemnitee described herein be required to bring an action against the Licensees to assert their right to defense or indemnification under this Agreement or under the Licensees’ applicable insurance policies required below the indemnitee shall be entitled to recover reasonable costs and attorney fees incurred in asserting their right to indemnification or defense but only if a court of competent jurisdiction determines the Licensees was obligated to defend the claim(s) or was obligated to indemnify the indemnitee for a claim(s) or any portion(s) thereof. In the event of an action filed against the City, the City may elect to represent itself and incur all costs and expenses of suit. The obligations of this Section 5(a) shall survive termination of this Agreement. b. In addition to and independent from the above, during the term of this Agreement Licensees shall at Licensees’ expense maintain those insurances as may be required by City as set forth below through an insurance company or companies duly licensed and authorized to conduct business in Montana which insures the liabilities and obligations specifically assumed by the Licensees in Section 5(a). The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Licensees in Section 5(a). 48 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 4 of 12 Within ten (10) days following execution of this Agreement, Licensees shall provide City with proof of such insurance in the form of a certificate of insurance, the insuring agreement and all applicable endorsements demonstrating that such insurance is in full force and effect and shall provide such proof when requested by the City thereafter during the term of this Agreement. The City may require additional evidence of the nature and scope of the insurance required herein. Licensees shall ensure such required insurance coverage is timely renewed so that there is no lapse in coverage during the time such insurance must remain in place. Licensees shall notify the City within two (2) business days of Licensees’ receipt of notice that any required insurance coverage will be terminated or Licensees’ decision to terminate any required insurance coverage for any reason. The insurance and required endorsements must be in a form suitable to the City. c. Licensees shall obtain the following type of insurance in the amount indicated: • Workers’ Compensation: not less than statutory limits; and • Employers’ Liability: $1,000,000 each occurrence; $2,000,000 annual aggregate; • Commercial General Liability: $1,000,000 per occurrence; $2,000,000 annual aggregate; • Automobile Liability: $1,000,000 property damage/bodily injury; $2,000,000 annual aggregate; • Additional coverage as may be reasonably required by the City from time to time. For liabilities assumed hereunder, the City, its officers, agents, and employees, shall be endorsed as an additional or named insured on a primary non-contributory basis on the Commercial General Liability and Automobile Liability policies. 6. Construction/Restrictions/Repair and Maintenance. a. Licensees shall, at their sole cost and expense, install and maintain in good condition a barrier fence or other suitable and customary barrier around the perimeter of any portion of the Licensed Property under construction by Licensee. The barrier shall be installed pursuant to a plan, approved in advance 49 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 5 of 12 by the City’s Director of Parks and Recreation, or its designee. Any such barrier shall be provided for in a manner to ensure emergency responders’ access. b. Licensees shall, at their sole cost and expense, incorporate the Licensed Properties into any environmental permits required for the Project including management of a Stormwater Pollution Prevention Plan until the time the disturbed ground is restored. c. For the use of any public rights-of-way or any real property of the City other than the Licensed Property the Licensees shall obtain an encroachment permit from the City’s Director of Public Works or other applicable approvals. d. Licensees shall keep the adjacent private and public properties including streets, alleys, and sidewalks free from construction debris and other materials stored or located on the Licensed Property. Sediment, rock, mud, and other debris entering upon public or private property outside the Licensed Property from the Licensees’ project shall be cleaned or removed immediately. e. Licensees agree to immediately repair any damage caused by Licensees, their agents, invitees, guests, contractors or subcontractors to any public or private property outside the Licensed Property including but not limited to streets, curbs, sidewalks, and other infrastructure to, for public infrastructure, the current City standard for that infrastructure and, for privately owned infrastructure, to a condition acceptable to the owner of such private infrastructure. Licensees agree to timely comply with any request of the City to perform maintenance and repairs to streets, curbs, sidewalks and other infrastructure damaged by Licensees or Licensees’ agents, invitees, guests, contractors, or subcontractors. f. Any damage to the Park Properties and the Licensed Property shall be repaired to a condition acceptable to the City. Maintenance or repair work to the Property shall be performed to the City’s reasonable satisfaction. 7. Waste, Nuisance, and Unlawful Use Prohibited. Licensees shall not commit, or suffer to be committed, any waste on the Park Properties or the Licensed Property, nor shall Licensees maintain, commit, or permit the maintenance of any nuisance on the Park Properties or the Licensed Property or use the Licensed Property for any unlawful purpose. Licensees shall not do or permit anything to be done in or about the Park Properties or the Licensed Property which shall in any way conflict with any law, ordinance, rule, or regulation affecting the occupancy and 50 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 6 of 12 use of the Park Properties or Licensed Property, which are or may hereafter be enacted or promulgated by any public authority. 8. Hazardous Materials. Licensees agree and represent that they shall not store or dispose of on the Licensed Property any “Hazardous Materials” as defined by Federal, State or local law as from time to time amended. 9. Signage. Licensees, nor any of their agents, may not install any signage except as authorized pursuant to the PUD or as may otherwise be approved by the City’s Representative. 11. Restoration. a. Within 30 days upon completion of the Licensees’ use of the Licensed Property or within 30 days of termination of this Agreement pursuant to Section 12, whichever is earlier, and under no circumstances later than July 31, 2022, the Licensees shall cause the Licensed Property (and any portion of the Park Properties disturbed by Licensees’ activities) to be fully restored to the condition existing at the date of execution by the City. Restoration is at the discretion of the City and may include but is not limited to grading and repairs to failed sub-grade; reconstruction of accesses, fencing, and existing water systems, as applicable; installation of ground cover as specified by the Parks Superintendent or City Representative; and installation of temporary water system or application of water sufficient to stabilize the area disrupted. In addition, Licensees shall restore damagetheyor their agents, invitees, guests, hires, contractors or subcontractors cause to other public or private infrastructure adjacent to the Licensed Property to a condition as good or better than existed prior to Licensees’ occupation of the Licensed Property. All work to restore the Licensed Property shall comply with applicable building codes and the City’s design and construction standards, except to the extent that the Existing Condition, as explained below, does not comply with such codes and standards. Licensees may be required to enter into a contract with the City for such work. Licensees may cause their contractors or other agents to conduct such restoration but in no case shall Licensees be relieved of their obligation under this Section until such restoration is accepted by the City. b. Unless waived by the City Representative, prior to Licensees occupying the Licensed Property, the City’s Representative and Licensees shall perform an inspection of the Licensed Property and adjacent public and private infrastructure with video and/or photographs to record the condition of the 51 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 7 of 12 Licensed Property and/or public or private infrastructure (the “Existing Condition”). c. The City retains the right to approve any plans for and to inspect work done under this Section. d. The City and Licensees may enter into an agreement prior to the expiration of the term of this Agreement or prior to the end of Licensees’ occupation of the Licensed Property regarding restoration of the Licensed Property to a condition different from the Existing Condition. Such agreement may address: (i) improvements to the Licensed Property in addition to or different than the Licensees’ obligations for restoration/repair under this Agreement; (ii) the City’s contribution of funds to such improvements, if any; and (iii) other duties and obligations of the Licensees regarding restoration and repair of the Licensed Property. Nothing in such an agreement will reduce the obligations of Licensees under this Agreement. e. Site Restoration Security. The Licensees must provide the City security for Licensees’ restoration requirement through a form acceptable to the Bozeman City Attorney. Licensees may provide a cash deposit, a letter of credit, or obtain a good and sufficient site restoration performance bond payable to the City of Bozeman. The security shall be for the complete restoration of the Site as required by this Section in an amount equal to twenty thousand dollars ($20,000.00). Such security shall be conditioned on the City’s determination whether required restorations have been satisfactorily completed. Licensees may substitute such security upon a written requested directed to the City’s Representative and upon approval by the Bozeman City Attorney. Release of the security to Licensees upon satisfaction of their restoration obligations shall be upon written request of the Licensees providing the security and must be authorized in writing by the City’s Representative. 12. Termination. If Licensees fail to comply with any condition of this Agreement at the time or in the manner provided for, the City may, at its option, terminate this Agreement and be released from all obligations if the Licensees’ default is not cured within sixty (60) calendar days after written notice of the default is provided by the City to the Licensees. Said notice shall set forth the items to be cured. Notices shall be provided in writing and hand-delivered or mailed to the parties at the addresses set forth in the first paragraph of this Agreement. Failure to cure any default may result in an order by the City’s Representative for the Licensees to pay a fine. 52 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 8 of 12 13. Due Diligence. Licensees shall at all times exercise due diligence in the protection of the City’s Park Properties and the Licensed Property against damages. 14. Non-discrimination and Equal Pay. The Licensees agree that all hiring by Licensees of persons performing this Agreement shall be on the basis of merit and qualifications. The Licensees will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. The Licensees will not refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. The Licensees shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. Licensees represent they are, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Licensees must report to the City any violations of the Montana Equal Pay Act that Licensee has been found guilty of within 60 days of such finding for violations occurring during the term of this Agreement. Licensees shall require these nondiscrimination terms of their sub-licensees providing services under this Agreement. 15. Amendment. This Agreement represents the entire understanding between the Parties regarding the subject matter and supersedes any prior agreement, verbal or written. Any amendment or modification of this Agreement or any provision herein shall be made in writing or executed in the same manner as the original document and shall after execution become a part of this Agreement. 16. Assignment. Licensees may not assign this Agreement in whole or in part and may not sublet all or any portion of the Property without the prior written consent of the City. No assignment will relieve Licensees of their responsibility for the performance of the Agreement (including their duty to defend, indemnify and hold harmless). This license shall not run with the land. 17. Waiver of Claims. Licensees waive all claims against City for injury to persons or property on or about the Property or from their use of the Licensed Property. It shall be understood 53 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 9 of 12 that the responsibility for protection and safekeeping of equipment and materials on or near the Property will be entirely that of the Licensees and that no claim shall be made against the City by reason of any act of an employee, officer, or, agent of the City or any trespasser. 18. Representatives. a. City’s Representative. The City Representative for the purpose of this Agreement shall be Addi Jadin, Parks Planning and Development Manager, or her successor or designee. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to the City’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Licensees may direct their communication or submission to other City personnel or agents and may receive approvals or authorization from such persons. b. Licensees’ Representative. The Licensees’ Representative for the purpose of this Agreement shall be Michael Brown, Executive Director, HCHT. Whenever direction to or communication with Licensees is required by this Agreement, such direction or communication shall be directed to Licensees’ Representative; provided, however, that in exigent circumstances when Licensees’ Representative is not available, the City may direct its direction or communication to other designated employees or agents of Licensees. 19. Permits. Unless otherwise agreed to in writing by the parties, Licensees shall provide all notices, comply with all applicable federal, state, and local laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 20. Intoxicants; DOT Drug and Alcohol Regulations. Licensees shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, upon the Licensed Property. Licensees acknowledge awareness of and shall comply with their responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. The City shall have the right to request proof of such compliance and Licensees shall be obligated to furnish such proof. The City may order removal from the Licensed Property of any employee or agent of Licensees or any of their subcontractors for use of intoxicants on the Licensed Property. 21. Liens and Encumbrances. Licensees shall not permit any liens or encumbrances to be filed on the Park Properties or the Licensed Property related to either the Licensees’ use of 54 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 10 of 12 the Licensed Property or the Licensees’ actions pursuant to this Agreement. Prior to the expiration of this Agreement or termination by the City or Licensees as provided herein Licensees must furnish the City with satisfactory proof that there are no outstanding liens or encumbrances in connection with the Licensees’ use of the Licensed Property. 22. Dispute Resolution. Any claim, controversy, or dispute between the Parties, their agents, employees, or representatives shall be resolved first by negotiation between senior-level personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the Parties, the Parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. If the parties are unable to resolve the dispute within thirty (30) days from the date the dispute was first raised, then such dispute shall be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. 23. Survival. Licensees’ indemnification obligations shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 24. Headings. The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 25. Waiver. A waiver by City of any default or breach by Licensees of any covenants, terms, or conditions of this Agreement does not limit City’s right to enforce such covenants, terms, or conditions or to pursue City’s rights in the event of any subsequent default or breach. 26. Severability. If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect. 27. Applicable Law. The Parties agree that this Agreement is governed in all respects by the laws of the State of Montana. Jurisdiction for any dispute or claim raised under this Agreement or proceeding brought to interpret the Agreement shall lie solely in the State of Montana, Gallatin County. 28. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. 29. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party except the City. 30. Counterparts. This Agreement may be executed in counterparts, which together constitute one instrument. 55 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 11 of 12 31. Authority. Each party represents that it has full power and authority to enter into and perform this Agreement and the person signing this Agreement on behalf of each party has been properly authorized and empowered to sign this Agreement. 32. Independent Contractor. The Parties agree and acknowledge that in the performance of this Agreement Licensees shall not be considered an agent, representative, subcontractor, or employee of the City. The Parties further agree that all individuals and companies retained by Licensees at all times will be considered the agents, employees, or independent contractors of Licensees and at no time will they be the employees, agents, or representatives of the City. 33. Integration. This Agreement constitutes the entire agreement of the Parties. Covenants or representations not contained therein or made a part thereof by reference, are not binding upon the parties. There are no understandings between the parties other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. 34. Recordation. This Agreement shall be recorded in the files of the Gallatin County Clerk and Recorder. All costs of recording shall be borne by the Licensees. A copy of this recorded agreement shall be provided to the City’s Representative. 35. Consent to Electronic Signatures. The Parties have consented to execute this Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act, Title 30, Chapter 18, Part 1, MCA. ########### End of Agreement except for signatures ########### 56 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 12 of 12 Executed this _____ day of __________________, 20___. City: By: _____________________ Jeff Mihelich Bozeman City Manager STATE OF MONTANA ) : ss. County of Gallatin ) This instrument was acknowledged before me on the _____ day of ________________, 20___ by Jeff Mihelich, as City Manager for the City of Bozeman, Montana. __________________________________________ Notary Public for the State of Montana Printed Name: _____________________________ (SEAL) Residing in________________________________ My Commission Expires:_____________________ Headwaters Community Housing Trust By: _______________________ _______________________ (Print Name) _______________________ (Title) STATE OF MONTANA ) : ss. County of Gallatin ) This instrument was acknowledged before me on the _____ day of ________________, 20___ by _____________________, as ______________________ of HCHT. __________________________________________ Notary Public for the State of Montana Printed Name: _____________________________ (SEAL) Residing in________________________________ My Commission Expires:_____________________ 57 License Agreement with HCHT and Langlas for Bridger View Redevelopment Page 13 of 1 Langlas and Associates, Inc By: _______________________ _______________________ (Print Name) _______________________ (Title) STATE OF MONTANA ) : ss. County of Gallatin ) This instrument was acknowledged before me on the _____ day of ________________, 20___ by _____________________, as ______________________ of Langlas and Associates, Inc. __________________________________________ Notary Public for the State of Montana Printed Name: _____________________________ (SEAL) Residing in________________________________ My Commission Expires:_____________________ 58 Exhibits - License Agreement with HCHT and Langlas for Park Properties Adjacent to Bridger View Redevelopment EXHIBIT A (Legal Description of Linear Park as described in Quitclaim Deed within Film 152 Page 2244 of the records of the Gallatin County Clerk and Recorder Office in Bozeman, Montana) 59 Exhibits - License Agreement with HCHT and Langlas for Park Properties Adjacent to Bridger View Redevelopment EXHIBIT B (Legal Description of Parcel 4 COS 2865 Story Mill Community Park) Parcel 4 of Certificate of Survey 2865 Located in Section 31, Township 01 South, Range 06 East, P.M.M, City of Bozeman, Gallatin County, Montana. 60 Exhibits - License Agreement with HCHT and Langlas for Park Properties Adjacent to Bridger View Redevelopment EXHIBIT C (Depiction of Licensed Areas within Park Properties) 61 PHASE 1PHASE 3PHASE 1PHASE 2PHASE 1PHASE 2PHASE 2PHASE 3STORY MILLSPUR TRAILSTORY MILL COMMUNITY PARKCITY OFBOZEMANPROPERTYSTORY MILL ROAD (60' ROW & 30' ESMT)BRIDGER DRIVE (Aka Hwy 86) - (110' ROW)HILLSIDE LANE(60' ESMT)HILLSIDE LANE (64' ROW)FLOURHOUSECOURTMILLWORKSCOURTLOT 56LOT 53LOT 49LOT 46LOT 21LOT 40LOT 35LOT 23LOT 13LOT 26LOT 27LOT 4LOT 16LOT 19LOT 47LOT 12LOT 44LOT 43LOT 39LOT 22LOT 38LOT 31LOT 33LOT 42LOT 2LOT 41LOT 37LOT 10LOT 9LOT 32LOT 29LOT 30LOT 5LOT 7LOT 8LOT 52LOT 55LOT 57LOT 54LOT 51LOT 50LOT 48LOT 45LOT 17LOT 25LOT 14LOT 15LOT 11LOT 20LOT 24LOT 36LOT 34LOT 1LOT 6LOT 3LOT 28HILLSIDE GREENHILLSIDE GROVEPHASE 2PHASE 3BLOCK 1BLOCK 2BLOCK 3BLOCK 4PATH TO THE "M"PARKSIDE WALKMILLWORKS ROW FLOURHOUSE WAY (30' ROW)BLUE SILOS WAY (30' ROW)BLUE SILOSCOURTMILLWORKS WAY (30' ROW)ADDITIONAL ROW 1976 SFLOT 18LOTC-1LOTC-2LOTC-4LOTC-5LOTC-3LOTC-6OS 1OS 5OS 6OS 3OS 4OS 7OS 7OS 8OS 7C5.0PROFESSIONALENGINEERS &SURVEYORSBRIDGER VIEW STAHLYENGINEERING& ASSOCIATESHRDC BOZEMAN MONTANA 62 63 64 65 Memorandum REPORT TO:City Commission FROM:Dani Hess, Neighborhoods Coordinator Brit Fontenot, Economic Development Director SUBJECT:Authorize the City Manager to Sign a Memorandum Of Understanding Between the City of Bozeman and Montana State University for Collaborative Coursework Projects through the Community-engaged And Transformational Scholarship (CATS) Program MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Agreement - Agency/Non-profit RECOMMENDATION:Authorize the City Manager to sign a memorandum of understanding between the City of Bozeman and Montana State University for collaborative coursework projects through the Community-engaged and Transformational Scholarship (CATS) Program. STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:The CATS program was initiated in 2018 as a pilot to test a framework that would allow large-scale university-agency collaborations on a yearlong basis. Following a successful 1 year pilot in 2018-2019, a three-year MOU was signed in 2019. The MOU for approval here is to establish another 3 year collaboration between MSU and the City of Bozeman. Since its inception in 2018, the Community-engaged And Transformational Scholarship program has engaged over 400 Montana State University students across 6 colleges and 12 departments. Over 20 city staff have participated in these course-based collaborations, soliciting student skills and insight to design innovative solutions for day to day programming and practices and research big questions to help city staff envision the future of their work in our community. The program has provided a sustainable and supportive framework for partnership and collaboration between MSU and the City of Bozeman. Staff have developed ongoing relationships with faculty, and received deliverables that fill needs in their areas of work: “We received a high-quality product that can be used now and in the future on our website and social media.” “Partnering with MSU through the CATS program provides the students invaluable “real life” professional experiences and in return the community benefits from their creativity and unique perspective. (City of Bozeman staff responses from 2020 CATS program evaluation 66 survey) Students have gained insight into how they can participate in engagement processes that shape their communities, and developed new skills and opportunities through interactions with city officials, staff, and community partners: “I think I developed better skills for professional written and oral communication, and this project helped me understand how challenging and time-consuming community outreach really is.” “Getting to use new technology was really great; also getting to work directly with people from the City made the project feel like it had importance.” (MSU student responses from 2020 CATS program evaluation survey) For the Fall 2021 semester, the CATS program is supporting four course- based collaborations: Tending and Growing Community Gardening Programs: A cross- community review - Mary Stein from MSU's Sustainable Foods and Bioenergy Systems program and Kelley Jazdzewski from Bozeman Parks & Recreation Optimizing Water Treatment Formulas - Craig Woolard and Ellen Lauchnor from MSU Engineering and Jill Miller from Bozeman Water Treatment Plant Planning Communication Tools and Models for Sustainable Development Codes - Sarah Church from Geography and Planning and Sarah Rosenberg from Planning & Dani Hess from Bozeman Neighborhoods Program Stories of Neighborhood Resiliency - Lucia Ricciardelli from MSU Film and Photography and Dani Hess from Bozeman Neighborhoods Program For descriptions of past projects and program metrics, please visit wrtwc.org/partnerships/cats UNRESOLVED ISSUES:NA ALTERNATIVES:As directed by the City Commission. FISCAL EFFECTS:The City of Bozeman provides up to $21,500 annually for the membership dues for the EPIC-N network, for the costs of project materials and deliverables, and staff time associated with the campus counterpart's time to facilitate course-based collaborations and provide administrative support for the program. Attachments: MOU City-MSU for CATS program 2021-2024.docx Report compiled on: September 2, 2021 67 68 Page 1 MEMORANDUM OF UNDERSTANDING between MONTANA STATE UNIVERSITY and CITY OF BOZEMAN for Collaborative Coursework Projects through the Community-Engaged and Transformational Scholarship (CATS) Program This Memorandum of Understanding for collaborative coursework projects (“MOU”) is by and between the City of Bozeman (“City”) and Montana State University (“MSU”); each entity referred to as a “Party” to this MOU, and together these entities are referred to as the “Parties.” WHEREAS the City and MSU have enjoyed a long history of collaboration and partnership serving the community; and WHEREAS the City and MSU desire to collaborate on various coursework projects (“Projects”) by teaming City staff and MSU students and faculty from multiple academic disciplines using the Epic-N model; and WHEREAS the City intends to dedicate staff time and resources for the Projects, subject to budget approval by the City Commission, and MSU intends to create opportunities for its students to participate and earn university credit; and WHEREAS this MOU outlines the roles, responsibilities and cost-share of the Parties, and is intended to be flexible and may be amended from time to time as necessary and agreed to by the Parties. NOW THEREFORE THE PARTIES AGREE AS FOLLOWS: 1. Term. This MOU will commence on the date last signed, and will terminate on June 30, 2024. The term may be extended for additional two-year terms by mutual written agreement of the Parties. 2. Project Memoranda of Collaboration (“MOC”). Each Project will be described on a separate Project MOC, signed by the Parties, a template of which is attached hereto as Exhibit A. Each Project MOC will describe the specific services to be performed by and 69 Page 2 responsibilities of the Parties for that Project, including: Description and purpose of the Project; Identified Project objectives and deliverables; Timeline and major milestones; Specific responsibilities of the City and MSU; Project costs and allocation; City and MSU Project-specific contact information; Any additional terms the Parties agree to include for the specific Project. In the event of a conflict between an MOC and this MOU, the terms in the MOC will control. The MOC(s) will be incorporated herein and subject to the terms of this MOU. 3. Modification. Modifications to this MOU will be made by mutual consent of the Parties in writing, signed and dated by each. 4. Termination. Either Party may terminate this MOU at any time by providing written notice to the other Party. 5. Ownership of Deliverables. Each party shall retain ownership of its own work product. Each party hereby grants to the other parties a non-exclusive, royalty free, worldwide perpetual license to use, copy, and distribute any work product and information provided that party pursuant to this MOU for any lawful purpose. 6. Advertising. Either Party may advertise or share information concerning the Projects in any form and with any media without the consent of the other Party. 7. Relationship of the Parties. The Parties agree MSU’s faculty, students, agents, employees, and consultants performing the tasks described in MOCs are not to be considered employees of the City for workers compensation or any other purpose, and are not subject to the terms and provisions of the City’s employee handbook. The City acknowledges and 70 Page 3 agrees that the projects will be performed by enrolled students under the supervision of faculty for academic credit. The students are not professionals and MSU makes no representation that the services provided under particular MOCs are professional services provided by independent contractors. The projects are undertaken to provide students practical experience as part of the graduate or undergraduate educational experience. 8. Indemnification. Each party hereto agrees to be responsible and assume liability for its own wrongful or negligent acts or omissions, or those of its officers, agents or employees to the full extent required by law. 9. Insurance. The City will maintain insurance coverage for personal injury and property damage suffered by City’s officials, employees, and agents arising out of or related to this MOU. Montana State University, as a state agency, warrants and represents that it is self- funded for liability insurance, both public and property, with such protection being limited to the officers, employees, servants and agents of Montana State University while acting within the scope of their employment. The parties further agree that nothing contained herein shall be construed or interpreted as (1) denying to either party any remedy or defense available to such party under the laws of the State of Montana; (2) the consent of the State of Montana or its agents and agencies to be sued; or (3) a waiver of sovereign immunity of the State of Montana beyond the waiver provided in Title 2, Ch. 9, Montana Codes Annotated. 10. Nondiscrimination. The parties hereby affirm no persons shall be discriminated against on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledge and understand the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments of proposer’s employees and to all subcontracts. In addition, the parties hereby affirm they will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://wayback.archive- it.org/499/20210701223409/https:/equalpay.mt.gov/, or equivalent best practices publication and has read the material. 71 Page 4 11. No Joint Venture. Nothing contained in this MOU shall be construed to create any partnership or agency relationship between the Parties for any purpose, action, or transaction, including those related to this MOU. This MOU does not create a joint venture or any form of separate legal entity 12. No Third Party Beneficiary. This Agreement is for the exclusive benefit of the Parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party. 13. Appropriation. The Parties agree that City funding for the Projects is subject to budget approval by the City Commission and the City does not guarantee availability of funding for Projects in any fiscal year. 14. Representatives.MSU and City contacts for purposes of this MOU are: MSU Name:Susan Gallagher Address:PO Box 174250 Bozeman, MT 59717-4250 Email:sgallagher@montana.edu City Name:Danielle Hess Address:121 N. Rouse Ave. Bozeman, MT 59771 Email:DHess@bozeman.net IN WITNESS WHEREOF, this MOU has been executed by a duly authorized representative of each Party as of the day and year written below. MSU: ______________________________________________________________ David Kack Date Executive Director, MSU Western Transportation Institute 72 Page 5 CITY OF BOZEMAN: ________________________________________________________ Jeff Mihelich Date City Manager, City of Bozeman 73 Page 6 Exhibit A MEMORANDUM OF COLLABORATION [PROJECT NAME] Pursuant to the Memorandum of Understanding for Community-engaged and Transformational Scholarship (CATS) projects (“MOU”) between the City of Bozeman (“City”) and Montana State University (“MSU”) effective September X, 2021 the Parties agree as follows: 1. COURSE. [Course Title, Course Number, Professor/Instructor Name] 2. Effective date of this MOC: 3. PROJECT CONTACTS. i)City Project Contact [Name, Position, phone and email] ii)MSU Project Contact [Name, Position, phone and email] 4. PROJECT PURPOSE AND OBJECTIVES. [Describe] 5. FINAL DELIVERABLES/WORK PRODUCT. [Example: Compiled written report and illustrative materials of research findings, analysis, and recommendations; interactive webpage; etc.]  6. ROLES AND RESPONSIBILITIES. i) The City agrees to: [Describe the roles and contributions of the City.] [Examples: Provide data and documentation of previous work products (e.g., program documents, reports, market studies, plans and maps) that may be related to the memorandum of collaboration Convene team of City staff to facilitate project development and provision of technical assistance. Offer technical assistance, as requested Assist MSU Project Lead to organize student field trip activities, if needed Have at least one City staff member present at students’ final presentations Communicate any issues or concerns regarding project to MSU Project Lead] 74 Page 7 ii) MSU agrees to: [Describe the roles and contributions of MSU.] [Examples: Develop coursework to support Project deliverables and desired outcomes Communicate with City staff throughout the project to maintain collaborative element and provide technical assistance Work with students to prepare coursework reports and presentation materials at culmination of term Facilitate field trips for the course as needed Make contact with external stakeholders or organize those stakeholders, as needed, to provide timely information to support project development Present Project findings to City and others, as deemed necessary Develop draft and final report to be released to City in electronic and paper format, no more than four months after the end of the term Communicate any issues or concerns regarding Project to City staff] 7. TIMELINE, MAJOR MILESTONES AND TASKS [Dates for field trips, presentations, etc.; description of tasks] 8. BUDGET AND PAYMENT. $X,XXX [Add line items if applicable; payment terms] Approved by: MSU: _________________________________________________________________ Name, title Date CITY OF BOZEMAN ___________________________________________________________ Name, title Date 75 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Marty Matsen, Community Development Director SUBJECT:2103 Bridger Drive Annexation and Zone Map Amendment for the Establishment of a Zoning Designation of R-2 for a property Addressed at 2103 Bridger Drive, Application 21147 - continued from August 9, 2021 MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 21147 and move to recommend approve the 2103 Bridger Drive Zone Map Amendment, with contingencies required to complete the application processing. STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning, ranging from building design to neighborhood layouts, while pursuing urban approaches to issues such as multimodal transportation, infill, density, connected trails and parks, and walkable neighborhoods. BACKGROUND:The applicants and property owners, Kristal Jones and Brandon Green, seek to annex three parcels totaling roughly 0.54 acres into the City limits and establish initial zoning of R-2, Residential Moderate Density. The property is currently zoned “Residential Suburban” within the county. Nearby municipal zoning includes Residential Single-Household Low Density (R-1) to the north and Residential Suburban (R-S) to the south. Land to the east and west is unincorporated and zoned “Residential Suburban” within the county. The future land use map in the Bozeman Community Plan designates the property as “Urban Residential” which the R-2 district serves to implement. The adjacent road rights-of-way was annexed with previous annexations. There is an existing home and second dwelling above the garage on the parcel. UNRESOLVED ISSUES:There are no identified conflicts between the City and Applicant regarding the annexation or zoning at this time. ALTERNATIVES:1. Approve the application with the recommended contingencies and requested zoning; 2. Approve the application with modifications to the recommended contingencies or zoning; 76 3. Deny the application based on the Commission’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. FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: Development Review Application 3 28 2021.pdf Zone Map Amendment Project Narrative 3 28 2021.pdf Site Plan 3 28 2021.pdf Annexation Application Project Narrative 7 6 2021.pdf 21147 2103 Bridger Drive ZMA CC SR.pdf Report compiled on: September 9, 2021 77 PROJECT INFORMATION Project Name: Project Type(s): Street Address: Legal Description: Description of Project: Current Zoning: Gross Lot Area: Block Frontage(s): Number of Buildings: Type and Number of Dwellings: Building Size(s): Building Height(s): Number of Parking Spaces: Affordable Housing (Y/N): Cash-in-lieu Parkland (Y/N): Departure/Deviation Request (Y/N): A1 DEVELOPMENT REVIEW APPLICATION PROJECT IMAGE Community Development Development Review Application Page 1 of 3 Revision Date: June 2020 SPECIAL DISTRICTS Overlay District: Neighborhood Conservation None Urban Renewal District: Downtown North 7th Avenue Northeast North Park None VICINITY MAP 78 79 APPLICATION FEE Varies by project type CONTACT US Alfred M. Stiff Professional Building 20 East Olive Street Bozeman, MT 59715 phone 406-582-2260 fax 406-582-2263 planning@bozeman.net www.bozeman.net/planning Development Review Application Page 3 of 3 Revision Date: June 2020 REQUIRED FORMS Varies by project type DEVELOPMENT REVIEW APPLICATION Check all that apply FORM 1. Administrative Interpretation Appeal AIA 2. Administrative Project Decision Appeal APA 3. Annexation and Initial Zoning ANNX 4. Commercial/Nonresidential COA CCOA 5. Comprehensive Sign Plan CSP 6. Condominium Review CR 7. Conditional Use Permit CUP 8. Extension to Approved Plan EXT 9. Growth Policy Amendment GPA 10. Informal Review INF 11. Master Site Plan MSP 12. Modification/Plan Amendment MOD 13. Neighborhood/Residential COA NCOA 14. Pre-application Consultation None 15. PUD Concept Plan PUDC FORM 16. PUD Preliminary Plan PUDP 17. PUD Final Plan PUDFP 18. Reasonable Accommodation RA 19. Site Plan SP 20. Special Use Permit SUP 21. Special Temporary Use Permit STUP 22. Subdivision Exemption SE 23. Subdivision Pre-Application PA 24. Subdivision Preliminary Plan PP 25. Subdivision Final Plat FP 26. Wetland Review WR 27. Zone Map Amendment ZMA 28. Zone Text Amendment ZTA 29. Zoning/Subdivision Variance Z/SVAR 30. Zoning Deviation/Departure None 31. Other: APPLICATION TYPE 80 81 82 Zone Map Amendment Project Narrative for 2103 Bridger Drive We are initiating annexation into the city of Bozeman, and requesting R2 zoning for our current parcel. Our interest in R-2 zoning is twofold: First, the property currently includes a detached single-family home with a garage ADU (approx. 500 sq ft, one bedroom). We would like the option to rent both the primary dwelling and the ADU in the event that our family has to leave Bozeman for other family or professional obligations. Second, we would like the option in the future to build a second dwelling, or possibly subdivide our current property and build two dwelling units on what would become an lot with no existing structures. This option could not be exercised until the current alley behind our property becomes a city street, which will require at least our immediate neighbors, and possibly the entire Bridger Drive neighborhood, to also complete annexation. At that point, infill and increased density will be an option for everyone, and we feel that R-2 zoning would allow us and our neighbors to contribute new dwelling units in a way that would be consistent with several growth goals (see below for more details). Overall, we would like to underscore that our request for R-2 zoning reflects our interest in both annexing and in contributing to increasing housing options in the Bozeman area. We see our property and our neighborhood, as well as those surrounding us, as an appropriate place to slightly increase density without majorly impacting any existing property owners. Detailed responses: a. On the Community Plan Future Land-use Map, our entire area is designated as urban neighborhood. In the Growth Policy, these are described as including a variety of “types, shapes, sizes, and intensities” of housing. Our request for R-2 zoning on our property as we pursue annexation reflects the goal of increasing diversity of housing types along with increasing overall density, both of which feature prominently in the Growth Policy. The most specifically relevant objectives to which R-2 zoning can contribute include N-1.1 (promote housing diversity), N-1.3 (lessen areas exclusively zoned for single-type housing), N-1.4 (promote development of ADUs) and N-1.11 (gradual and predictable increase in density over time). b. R-2 zoning will maintain safety from fire and other dangers because any future structures enabled as a result of the new zoning will be built within the boundaries of existing large neighborhoods (not on the urban-wildland interface, thus minimizing wildfire list) and well outside of any current and proposed-to-be-changed floodplains. c. The requested R-2 zoning will promote public health, safety and welfare by ensuring that no new dwellings are built on the property without these dwellings having direct street access. The current detached primary dwelling and garage ADU have access from a state highway, and any future building will not occur until the alley currently bordering the north side of the property becomes a full city street. Thus there is no chance that additional dwelling units could be built and have only alley access, which can be a limiting factor for public safety services. d. With the requested R-2 zoning now and a possible subdivision of the lot in the future, at most there could be two new full-sized dwelling units built. Given the constraints of the lot width and overall size, however, the total square footage of the new dwelling units could be no more than 4800 sq ft. With these limitations, the impacts of R-2 zoning on the schools, transportation networks and parks would be fairly negligible as compared to R-1 zoning (two or three more possible children, one more household’s car trips per day). As best we can tell, water and sewer 83 infrastructure was put in place in the Legends neighborhood with the goal of annexation and hook-up by the Bridger Drive neighborhood, and with the knowledge that lots sizes are large enough that additional dwelling units would likely be built. A requirement of annexation will be to deed a suitable width of our property to the city, to facilitate expansion of the current alley into a full city street (on the north side of our property). Because no new structure could be built on our property until there is a city street from which to provide access, adequate transportation infrastructure will co-evolve with any possible additional dwellings. e. There is no demonstrable difference in light and air provision between R-1 and R-2 zoning, and any lighting requirements for dwellings that do or will exist will be equally applied to all dwellings. f. The requested R-2 zoning itself does not impact motorized or non-motorized transportation systems. However, annexation and the deeding of a portion of our property to the city of Bozeman to expand an alley into a city street will improve traffic flow and public safety of both the Legends and any future dwellings added to the Bridger Drive neighborhood. g. We believe that the requested R-2 zoning does promote urban growth compatible with the surrounding neighborhoods by striking a balance of slightly increasing density while not opening the door to possible dwelling types that are wholly different from the current neighborhoods. h. The requested R-2 zoning is slightly more dense than the surrounding areas of the city, which are zoned R-1. However, the character of the surrounding subdivisions is distinct from that of the Bridger Drive neighborhood, where many people use the back half of their large lots for outbuildings, long-term parking of recreational vehicles, and non-permanent structures like teepees, geodesic domes and tiny houses. Although permanent dwellings are different in some ways from these other uses, the main point is that the current character of this neighborhood is to treat the north half of the lots as somewhat distinct from the front half, where all of the primary dwellings sit. The characters of the Legends neighborhood immediately adjacent to our property is large, single-family homes on small lots. Given the size of our overall property, even with R-2 zoning it is likely that there would be more open space on our lot or lots than that of many houses in the surrounding neighborhood. Finally, R-2 zoning comes will of the same height and set-back restrictions of R-1 zoning. i. We believe that given the emphasis within the city of Bozeman and the broader Gallatin County community to prioritize increasing diverse housing options, our request for R-2 zoning will maximize the specific characteristics of our property that make it suitable for potentially two new dwellings. Those characteristics include adequate size well beyond what is necessary for building two dwelling units and its position surrounded by existing neighborhoods that make it a prime candidate on which to conduct infill. j. We believe that requesting R-1 versus R-2 zoning would have no direct effect on the value of the existing dwelling. The lot size is large enough that constructing a second dwelling on the existing lot, or subdividing and constructing two units on the undeveloped north lot would not disrupt or negatively impact the value of either the existing dwelling on our property nor those surrounding us. 84 k. The current Growth Policy categorizes the Bridger Drive neighborhood and the surrounding areas as urban neighborhood, and R-2 zoning will facilitate appropriate use of land by encouraging a diversity of housing types, increasing density, and supporting infill. These are all priorities of the Growth Policy and many other city plans, and seem to be very appropriate uses of land within the Bridger Drive neighborhood. 85 i-· I I i N 89°55'16" E 75.00' ,---------fs�-----�------,-·-·---·-·--· -------------®-- 17 � (J) ,..__ � N s � :,­N en I i EXISTING S ! ED \ ' [D EXISTING i TREE \ ! 0 16 0 _, 0 (') I 22'-0" 2103 BRIDGER DRIVE , I I i I . ! ]/ J' /' �// /\..�-/ 121-011 ,, � s � :,­N en 9'-6" EXISTING GARAGE EXISTING PARKING -- 10'-0" I w ;:,: ct: 0 z j:: � X w 2105 BRIDGER DRIVE I ;' i \ i i i ii j . / i ", / i -----i ,/._ 6>> i ,·.9o,·--... i '1' I ' i �- I � ( THE PURPOSE OF THIS SUBMISSION IS TO REQUEST A VARIANCE FROM THE CURRENT GALLATIN COUNTY PROPERTY LINE OFFSET OF 25' FOR THE PROJECT OUTLINED BELOW AND IN THE SITE PLAN. I THE PROJECT IS TO CONSIST OF AN ADDITION TO THE EXISTING STRUCTURE (HOUSE) LOCATED AT 2103 BRIDGER DRIVE. THE ADDITION WILL PROVIDE: ADDITIONAL LIVING SPACE, HOME OFFICE SPACE, A BATHROOM, STORAGE, AS WELL AS ENCLOSED PARKING (GARAGE) FOR A SINGLE CAR. IN THIS CASE, A LITERAL INTERPRETATION OF THE CURRENT ZONING REGULATION PROVIDES FOR AN UNNECESSARY HARDSHIP IN THAT IT DISQUALIFYS 2/3 OF THIS RESIDENTIAL HOLDING (LOTS 14, 15 & 16) FROM FUTURE DEVELOPMENT (FOR THE PURPOSE OF FUTURE DISCUSSION LOTS 14, 15 & 16 WILL BE REFERED TO COLLECTIVELY AS ''THE LOT"). THE LOT IS RECTANGULAR IN SHAPE AND MEASURES 75' IN WIDTH AND APPROXIMATELY 321.7' IN DEPTH, ITS SQUARE FOOTAGE IS APPROXIMATELY 24,134.3 SF OR 0.55 ACRES. UNDER THE CURRENT ZONING REGULATION, 25' OFFSETS FROM THE PROPERTY LINES PROVIDE FOR A BUILDING ENVELOPE 25' IN WIDTH AND 271.7' IN DEPTH AT 6,792.5 SF OR APPROXIMATELY 28% OF THE ORIGINAL LOT, A MORE THAN SUBSTANTIAL REDUCTION WHICH GREATLY AFFECTS THE POSSIBILITY OF ANY FUTURE IMPROVEMENT ON THE LOT WITHOUT SOME RELIEF FROM THE REGULATION. WHEN THE SUBDIVISION WAS CREATED, THE REGULATION IN EFFECT WAS A 10' OFFSET, AS ILLUSTRATED BY THE SITINGOF THE HOMES AND ACCESSORY BUILDINGS WITHIN THE SUBDIVISION, SPECIF/CALLY, 2103 BRIDGER DRIVE AND 2105 BRIDGER DRIVE (PLEASE REFER TO THE SITE PLAN). ADDITIONALLY, AS THE SUBDIVISION IS BECOMING LAND LOCKED BY CITY OF BOZEMAN LAND, THERE IS A DISTINCT POSSIBLY THAT THE SUBDIVISION WITH ALSO BE ANNEXED IN THE NEAR FUTURE AND THE SIDE YARD OFFSETS WOULD REVERT TO THE CITY STANDARD OF 5'. RELATIVE TO OTHER PROPERTY OWNERS IN THIS SUBDIVISION, THE REQUEST FOR VARIANCE FROM THE CURRENT REGULATION IS NOT OUT OF LINE. THERE ARE MANY EXAMPLES OF EXISTING HOMES AND OUT-BUILDINGS WHICH ARE AT OR WITHIN 10' OF THEIR RESPECTIVE PROPERTY LINES. MORE SPECIFICALLY, THE NEIGHBOR/NG PROPERTY LOCATED ON LOTS 11, 12 & 13, DEMONSTRATES A HOUSE THAT IS 10' FROM THE PRO'PIERTY LINE AS WELL AS A GARAGE THAT IS LOCATED 9.5' FROM THE COMMON BOUNDARY. HOWEVER THIS PROJECT'S INTENT IS NOT TO VIOLATE THE REGULATION BECAUSE OF EXISTING CONDITIONS WITHIN THE SUBDIVISION, BUT TO PROVIDE A VIABLE OPTION FOR ADDITION TO THE EXISTING DWELLING IN AN FUNCTIONAL AND AESTHETICALLY PLEASING MANNER. WITH RESPECT TO THE TO THE NEIGHBORING PROPERTY PREVIOUSLY MENTIONS AND ILLUSTRATED BY THE SITEPLAN, THE LAND OWER OF THE LOT IS ONLY REQUESTING THAT SHE BE ALLOWED TO USE HER PROPERTY IN A SIMILAR MANNER, I.E., THE CONSTRUCTIONOF A SMALL DRIVE TO, IN THIS CASE, AN ATTACHED GARAGE (PLEASE REFER TO THE SITE PLAN). AS PREVIOUSLY STATED THE SUBDIVISION WAS BUil T-OUT UNDER THE 1 O' RULE, AS A RESULT THERE ARE MANY EXAMPLES OF HOMES AND OUT-BUILDINGS THAT ARE SITUATED INSIDE OF THE 25' OFFSET ZONE, THEREFORE THIS REQUEST IS NOT CONFER/NG ANY SPECIAL PRIVILEGES TO THIS LAND OWNER THAT ARE NOT ALREADY BEING ENJOYED BY THE OWNERS OF NEIGHBORING PROPERTIES. THE VARIANCE WILL BE FOR A PROJECT THAT IS RESIDENTIAL IN NATURE WHICH DOES NOT VIOLATE THE CURRENT R-S ZONING. THE CHARACTER OF THE PROJECT IS SUCH THAT IT WILL NOT ADVERSELY AFFECT THE NEIGHBORING PROPERTIES, THE PROJECT WILL UP-GRADE THE VALUE OF THE SUBJECT PROPERTY FINANCIALLY AS WELL AS AESTHETICALLY, IN THEORY, UPGRADING THE VALUE OF NEIGHBORING PROPERTIES. THE ADDITION IS BASED AROUND THE EXISTING DWELLING'S DOOR AND WINDOW LOCATION, THE EXISTING MATURE LANDSCAPING, THE NEED FOR A GARAGE THAT IS CURRENT TO THE SIZE OF TODAYS AUTOMOBILES AND A WISH TO MINIMIZE ITS IMPACT ON NEIGHBORING PROPERTIES. BY TAKING THESE ITEMS INTO ACCOUNT, THE REQUEST FOR A 13' VARIANCE IS THE MINIMUM THAT WILL ALLEVIATE THE HARDSHIP. RELATIVE TO THIS SUBDIVISION, THE CURRENT ZONING REGULATION AND THE MASTER PLAN, THIS PROJECT IS VIABLE IN SPIRIT AND INTENT.THE PROJECT IS PURELY RESIDENTIAL, IT IS IN LINE WITH PAST BUILDING TRENDS WITHIN THE SUBDIVISION AND IT WILL NOT SERVE AS A PRECEDENT FOR CHANGES WITHIN OR A CHALLEGE TO THE CURRENT ZONING REGULATION OR MASTER PLAN. ADDITIONALLY, ALLOWING THE LAND OWNER THIS VAR/ENCE DOES NOT POSE ANY DETRIMENT TO THE PUBLIC'S HEAL TH, SAFETY AND WELFARE OR INTEREST, IT DOES, HOWEVER CONSERVE HER RIGHT TO PROCEED IN THE DEVELOPMENT OF HER PROPERTY WITHOUT SUBSTATIAL IMPACT ON HER NEIGHBOR'S AND IN A MANNER WHICH THEY THEMSELVES HAVE ENJOYED. IITE DESCRIPTION . LOTS 14, 15 & 16, ED VOGEL SUBDIVISION #1, ACCORDING TO THE PLAT THEREOF, ON FILE AND OF RECORD IN THE OFFICE OF THE CLERK AND RECORDER, GALLATIN COUNTY, MONTANA, AND LOCATED IN THE SW 1/4 AND THE SE 1/4 OF SECTION 32, TOWNSHIP 1 SOUTH, RANGE 6 EAST OF P.M.M .. i..._, ____________ _ I �i 15 14 I :1 ! .. ��-----���----:: ______ _ S1 1 OF 1 S 89°56'3" E 75.00'EXISTING "SHARED" ACCESS 0 ' � N BRIDGER DRIVE (PUBLIC RIGHT OF WAY) __ ,,_______ -------------- -----------------·-----�---------------------------------- HIGH PLA INS ARCHITECTURAL DESIGN 9062 HAGGERTY LANE BOZEMAN, MT 59715 406 586-1514 -·---�---------------· -------------·----- ------- 0' 0 (') NEW CONSTRUCTION BUILDING HEIGHT - NOT TO SCALE -NEW CONSTRUCTION IN 2005 0 25 I SCALE IN FEET ------- 50 ----------- 100 =i � --------LES JON��B��R�:; ----�----·--·--PRELIMINARY SITE PLAN. MODEL ELATION, NOTES -----·----· ------------------�-----------------------------�-------·----------·---------------------------·. -------BOZEMAN, MT 59715 \ OWNER OF RECORD: HILTON AND LORRAINE JONES I ---· ----------- --- ------------------,, _________---- ---·----------------·-------JUNE 28, 2005 0 Existing zoning: Gallatin County RS Requested zoning: City of Bozeman R-2 Current covenants: Covenant on file with Gallatin County Clerk and Recorder requiring lots 14-16 to be conveyedtogether as long as the non- conforming structureremains Lot area: 0.54 acres or 23,522 sq ft Existing zoning: Gallatin County RS Existing zoning: Gallatin County RS Existing zoning: Legends Neighborhood City of Bozeman R-1 City of Bozeman unnamed alley NW corner: 45.7036542, -111.00754 NE corner: 45.7036533, -111.0072575 SE corner: 45.702779, -111.0072162SW corner: 45.7027836, -111.0072967 86 2103 Bridger Drive Lots 14-16 87 Miles 0.1 1,594 This product is for informational purposes and may not have been prepared for, or be suitable for legal,engineering, or surveying purposes. Users of this information should review or consult the primary data and information sources to ascertain the usability of the information. Feet 1860 Legend 93 Location 186 03/21/2021 Created By: Created For: Date: Water and sewer mains and zoning surrounding 2103 Bridger Drive Abandoned Mains Force Mains Gravity Mains Mains Active Abandoned Street Names 2103 Bridger DriveLots 14-16 88 1 Annexation Application Project Narrative for 2013 Bridger Drive We are requesting a Part 46 annexation by petition of our property, located at 2103 Bridger Drive, legal description Ed Vogel Sub 1, S32, T01 S, R06 E, Lot 14-16, Plat E-47. Our request for annexation meets the City of Bozeman’s goals and policies in the following ways: Goals 1 and 2. The property in question is surrounded on two sides by property within the City of Bozeman limits, and as a neighborhood, we are wholly surrounded by property within the City of Bozeman limits. 3. The property in question is currently a part of the Story Mill Fire District, which contracts with the City of Bozeman for Fire Services Protection. 4. Not applicable as no new development is proposed. 5. The Ed Vogel subdivision is characterized as an urban neighborhood on the future land use map of the Bozeman Growth Policy (finalized in 2020). 6. We have tried for more than a year to organize our neighbors to annex as a neighborhood, which would remove the possibility of a patchwork of annexed and unannexed land. Not everyone is interested at this time, and while the city will likely compel all of us to annex at some point, our septic system can’t wait that long. 7. No applicable as no part of the annexation will currently affect traffic patterns. However, the annexation of all parcels in the Ed Vogel subdivision will eventually allow for the alley in the Legends subdivision to become a city street, which will enhance traffic flow in that neighborhood. 8. Our individual lot size (three subdivision lots conveyed together with covenants to forbid separation) is 0.556 acres. Although smaller than the preferred size, this is the totality of the lot we own and that requires connection to sewer and water. 9. The property conveys only with a default water right to our individual well. 10. We are requesting connection to city water and sewer as part of the annexation application, which will contribute to overall water quality by eliminating an old septic system. Policies 1. In our final application we will include a dedication of all easements as requested by the City of Bozeman engineering department. We will also waive our right to special improvement districts. 2. Per the included Zone Map Amendment application included here, we are requesting R-2 zoning in order to balance the character of the current area with the City of Bozeman growth policy priority of facilitating appropriate density. 3. No Growth Policy Amendment is necessary to accommodate the anticipated uses, which are strictly residential. 4. We are requesting R-2 zoning and will provide any additional justification requested by the City Zoning Commission. 89 2 5. We are requesting R-2 zoning status. 6. We have paid all required fees. 7. No access road to the property is unpaved. 8. Our current water right (41H 81196 00) consists of 2.08 acre-feet for domestic and lawn use. We will convey at least the 1.00 acre-foot for domestic use to the City of Bozeman. If we are permitted to maintain our well for lawn use, we will retain the 1.08 acre-feet for lawn use only. 9. We believe that the health, safety and welfare of the public will not be negatively impacted by the proposed annexation, as no changes or increases to traffic flow will be possible and fire services are already being provided by the City of Bozeman. If in the future the alley on the north boundary of the property becomes a city street, allowing for the lot to be subdivided, public health, safety and welfare will not be negatively impacted by possible development on the second lot, as the street will be adequate to meet increased traffic demand. 10. No city services are currently being provided to the property in question and city services will be requested upon annexation. There is currently no emergency. 11. I have spoken with the Community Development Manager and believe that the mapping on file that was done for the Legends subdivision (northern boundary of the property in question), Highway 86 (southern boundary), and the Ed Vogel subdivision platting (east and west boundaries) are sufficient. 12. I will confirm that there is not need for additional mapping. 13. We will pay all assessed impact fees. 14. We will comply with all noticing requirements. 15. We will execute and return the annexation agreement to the City of Bozeman within 60 days of receipt. 16. This is a Part 46 annexation by petition of landowners. 17. There is no road improvement district to which the property owners contribute. 18. Thank you. 19. We will decommission our septic system and disconnect the well from the any structure upon completion of connection to City services. We will then contact the City Water and Sewer Superintendent to confirm the disconnects. 90 Page 1 of 33 21147 Staff Report for the 2103 Bridger Drive Annexation & Zone Map Amendment Public Hearings: Zoning Commission (map amendment only) August 9, 2021 and continued to August 23, 2021 City Commission (Annexation and map amendment) September 21, 2021 Project Description: Annexation of 0.54 acres and amendment of the City Zoning Map for the establishment of a zoning designation of R-2. Project Location: 2103 Bridger Drive and more accurately described as Lots 14, 15, and 16, Ed Vogel Subdivision No. 1, Located in the Southeast One-Quarter (SE ¼) of Section 32, Township One South (T1S), Range Six East (R6E), P.M.M., Gallatin County, MT. The annexation and zone map amendment would also apply to the streets adjacent to the property. Recommendation: Meets standards for approval with terms and contingencies. Recommended Annexation Motion: Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 21147 and move to approve the 2103 Bridger Drive Annexation with recommended terms of annexation, and direct staff to prepare an annexation agreement for signature by the parties. Recommended Zoning Motion: Having reviewed and considered the staff report, application materials, public comment, recommendation of the Zoning Commission, and all information presented, I hereby adopt the findings presented in the staff report for application 21147 and move to approve the 2103 Bridger Drive Zone Map Amendment, with contingencies required to complete the application processing. Zoning Commission Motion: Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 21147 and move to recommend approval of the 2103 Bridger Drive Zone Map Amendment, with contingencies required to complete the application processing. Report: September 9, 2021 Staff Contact: Tom Rogers, Senior Planner Lance Lehigh, Engineer III Agenda Item Type: Action – Legislative 91 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 2 of 33 EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. Unresolved Issues There are no identified conflicts between the City and Applicant regarding the annexation or zoning at this time. Project Summary The applicants and property owners, Kristal Jones and Brandon Green, seek to annex three parcels totaling roughly 0.54 acres into the City limits and establish initial zoning of R-2, Residential Moderate Density. The property is currently zoned “Residential Suburban” within the county. Nearby municipal zoning includes Residential Single-Household Low Density (R- 1) to the north and Residential Suburban (R-S) to the south. Land to the east and west is unincorporated and zoned “Residential Suburban” within the county. The future land use map in the Bozeman Community Plan 2020 designates the property as “Urban Neighborhood” which the R-2 district serves to implement. The adjacent road rights-of-way was annexed with previous annexations. There is an existing home and above garage dwelling on the parcel. The following public adopted planning documents support urban development for the subject area if development is proposed on the site:  Bozeman Community Plan 2020  Gallatin County growth policy  Gallatin County/Bozeman Area Plan – County neighborhood plan  Transportation Master Plan 2017 – City transportation plan  Greater Bozeman Area Transportation Master Plan 2007 – Gallatin County Transportation Plan  Water Facility Plan 2017 – City’s plan for water system operations and expansion  Wastewater Facility Plan 2015 – City’s plan for wastewater system operations and expansion Zoning Commission The Zoning Commission held a public hearing on August 23, 2021. After consideration of the application materials, Staff report, and public comment the motion to recommend approval of the ZMA on a vote of 4:0. The video recording of the public hearing is available at 92 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 3 of 33 https://bozeman.granicus.com/player/clip/140?view_id=1&redirect=true Discussion of this item begins at 0:06:36 in the recording. Staff Presentation begins at 0:05:57 Applicant presentation 0:26:50 Board discussion 0:36:15 Alternatives 1. Approve the application with the recommended contingencies and requested zoning; 2. Approve the application with modifications to the recommended contingencies or zoning; 3. Deny the application based on the Commission’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. 93 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 4 of 33 TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 2 Unresolved Issues ............................................................................................................... 2 Project Summary ................................................................................................................. 2 Zoning Commission ............................................................................................................ 2 Alternatives ......................................................................................................................... 3 SECTION 1 - MAP SERIES .................................................................................................... 5 SECTION 2 - RECOMMENDED TERMS OF ANNEXATION ............................................ 9 SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT... 11 SECTION 4 – ADVISORY COMMENTS ............................................................................ 11 SECTION 5 - RECOMMENDATION AND FUTURE ACTIONS ...................................... 12 Annexation ........................................................................................................................ 12 Zone Map Amendment ..................................................................................................... 12 SECTION 6 - ANNEXATION STAFF ANALYSIS AND FINDINGS ................................ 12 SECTION 7 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ........... 20 Spot Zoning Criteria ......................................................................................................... 29 PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 30 APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 31 APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 31 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 33 FISCAL EFFECTS ................................................................................................................. 33 ATTACHMENTS ................................................................................................................... 33 94 Page 5 of 33 SECTION 1 - MAP SERIES Project Vicinity Map (2021 air photo) 95 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 6 of 33 Project Vicinity Map (2021 air photo) 96 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 7 of 33 Project Vicinity Map Showing the Bozeman Community Plan 2020 Future Land Use Map – Subject property is designated as Urban Neighborhood Urban Neighborhood Community Commercial Mixed-Use Parks and Open Lands Residential Mixed-Use No City Services Urban Neighborhood 97 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 8 of 33 Project Vicinity Map Showing Municipal Zoning B-2 R-1 M-1 R-S Not annexed Not annexed Not annexed R-S R-3 R-4 B-2 98 Page 9 of 33 SECTION 2 - RECOMMENDED TERMS OF ANNEXATION The following terms of annexation are recommended to enable the application to comply with the City’s Annexation Policy and the requirements of state law for the provision of services. Recommended terms of annexation: 1. The documents and exhibits to formally annex the subject property must be identified as the “2103 Bridger Drive Annexation”. 2. An Annexation Map, titled “2103 Bridger Drive Annexation Map” with a legal description of the property and any adjoining un-annexed rights-of-way and/or street access easements must be submitted by the applicant for use with the Annexation Agreement. The map must be supplied as a PDF for filing with the Annexation Agreement at the County Clerk & Recorder, and a digital copy for the City Engineer’s Office. This map must be acceptable to the Director of Public Works and City Engineer’s Office, and must be submitted with the signed Annexation Agreement. 3. The applicant must execute all contingencies and terms of said Annexation Agreement with the City of Bozeman within 60 days of the distribution of the annexation agreement from the City to the applicant or annexation approval shall be null and void. 4. The land owners and their successors must pay all fire, street, water and sewer impact fees at the time of connection; and for future development, as required by Chapter 2, Bozeman Municipal Code, or as amended at the time of application for any permit listed therein. 5. City of Bozeman Resolution 5076, Policy 1 – Bridger Drive is classified as a Principal Arterial in the Bozeman Transportation Master Plan (TMP), which has a minimum right- of-way ROW width of (110) feet. Currently, only ninety (90 feet) of ROW exists along the property frontage. An additional 10 feet of ROW must be provided along the property frontage prior to the adoption of Resolution of Annexation. The ROW must be executed using the City’s standard language. The applicant should contact the City Engineering Department to receive a copy the standard language. 6. If one does not already exist, a ten foot private utility easement must be provided along the property’s Bridger Drive frontage as well as along the future local street located at the back of the property prior to the adoption of Resolution of Annexation. The executed easement must be delivered to the City Engineering Department. The easement must be executed on the City’s standard easement form. A copy of the standard easement form may be obtained from the City Engineering Department. 7. Thirty feet (30 feet) of right-of-way (ROW) must be provided along the rear of the property prior to the adoption of Resolution of Annexation to allow the future connection of a local street. The right-of-way must be executed using the City’s standard language. 99 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 10 of 33 The applicant should contact the City Engineering Department to receive a copy the standard language. 8. If they do not already exist 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 Bridger Drive from Story Mill to Boylan Road including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. a. Intersection improvements to Bridger Drive and Story Mill including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. b. Intersection improvements to Bridger Drive and Boylan Road including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. The applicant may obtain a copy of the template SID waiver from the City Engineering Department. The document filed must specify that in the event an SID is not utilized for the completion of these improvements, the applicant agrees to participate in an alternate financing method for the completion of said 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 SID waiver filed with the County Clerk and Recorder prior to the adoption of Resolution of Annexation. 9. The Annexation Agreement must include notice that the applicant must connect to municipal services and will be responsible for installing any facilities required to provide full municipal services to the property in accordance with city policy at the time of connection. 10. The applicant must properly abandon the existing on-site septic tank and leach field prior to connection to the City sanitary sewer system. The applicant must report the abandonment to the City Water and Sewer Superintendent (John Alston) for inspection, and the applicant must report the abandonment to the Gallatin City County Health Department. In addition to abandonment of the septic tank and leach field, the applicant must demonstrate that the sanitary sewer service to the septic tank has been completely disconnected from the old septic system prior to connection to the City sanitary sewer system. 11. The applicant must completely disconnect the on-site well from the house prior to connection to the City water system to protect the City’s system from cross contamination. The applicant must contact the City Water and Sewer Superintendent to inspect the disconnection prior to connection of water service from the house to the City water system. 12. The applicant must contact Griffin Nielsen with the City Engineering Department to obtain an analysis of cash-in-lieu of water rights for the proposed annexation. The determined amount must be paid prior to annexation. 13. A utility easement must be provided for the power line running east to west through the center of the property with the annexation, if one does not already exists. The applicant must contact Northwestern Energy to obtain details on the required easement. 100 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 11 of 33 SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT Please note that these contingencies are necessary for the City to complete the process of the proposed amendment. These contingencies only apply in the event that the related annexation request has previously been approved. Recommended Contingencies of Approval: 1. The Ordinance for the Zone Map Amendment must not be approved until the Annexation Agreement is signed by the applicant and formally approved by the City Commission. If the Annexation Agreement is not approved, the Zone Map Amendment application is null and void. 2. All documents and exhibits necessary to establish an initial municipal zoning designation must be identified as the “2103 Bridger Drive Zone Map Amendment”. 3. The applicant must submit a zone amendment map, titled “2103 Bridger Drive Zone Map Amendment”, as PDF and a digital copy of the area to be zoned, acceptable to the Director of Public Works, which will be utilized in the preparation of the Ordinance to officially amend the City of Bozeman Zoning Map. The map must contain a metes and bounds legal description of the perimeter of the subject properties, zoning district, and total acreage of the property. 4. The Ordinance for the Zone Map Amendment shall not be drafted until the applicant provides an editable metes and bounds legal description prepared by a licensed Montana surveyor. SECTION 4 – ADVISORY COMMENTS 1. The significant distance between the existing home and the available sewer mains and available elevation drop may require a private pump system to be installed. The City does not maintain or operate private pump systems, the owner of the property will be responsible for any system. 2. Future Impact Fees - Please note that future building permit applications will require payment of the required transportation, water, sewer and fire impact fees according to the City of Bozeman adopted impact fee schedule in place at the time of building permit issuance. If you desire an estimate of the required impact fees according to current rates please contact the Department of Community Development and/or visit www.bozeman.net. 3. Upon future development of the parcel, the transfer of water rights or the payment of cash-in-lieu (CIL) of water rights must be provided per Bozeman Municipal Code 38.410.130. 101 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 12 of 33 SECTION 5 - RECOMMENDATION AND FUTURE ACTIONS Annexation The Development Review Committee (DRC) considered the annexation. The DRC did not make a formal recommendation and did not express concerns with annexation of the property. The City Commission will hold a public meeting on the annexation on September 21, 2021. The meeting will begin at 6 p.m. The meeting will conducted through WebEx. Instructions on joining the meeting will be included on the meeting agenda. Zone Map Amendment Having considered the criteria established for a zone map amendment, the Staff finds the application meets criteria for approval as submitted. The 2103 Bridger Drive Zone Map Amendment (ZMA) is in conjunction with an annexation request. Staff’s recommendation and staff responses are predicated on approval of the annexation, application 21147. The Development Review Committee (DRC) considered the amendment. The DRC identified did not identify any infrastructure or regulatory constraints that would impede the approval of the Zone Map Amendment application. The Zoning Commission held a public hearing on this ZMA on August 23, 2021 and forwarded a recommendation to approval the Commission on the Zone Map amendment. The City Commission will hold a public hearing on the zone map amendment on September 21, 2021. The meeting will begin at 6 p.m. The meeting will conducted through WebEx. Instructions on joining the meeting will be included on the meeting agenda. SECTION 6 - ANNEXATION STAFF ANALYSIS AND FINDINGS In considering applications for approval of the requested annexation, the advisory boards and City Commission shall consider the following: Commission Resolution No. 5076 Criteria In evaluating compliance with the following Goals and Policies, Staff considers the application materials, Terms of Annexation, and adopted standards of the City to determine whether the Goal or Policy can be met. Commission Resolution No. 5076 Goals 102 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 13 of 33 Goal 1: The City of Bozeman encourages annexations of land contiguous to the City. The property in question is contiguous to the City limits. The property is bounded on the north and south sides by City limits and County zoned property to the east and west. However, the property is a part of a number of properties which are wholly surrounded inholding. Goal 2: The City encourages all areas that are totally surrounded by the City to annex. The subject property is not wholly surrounded. Goal 3: The City encourages all properties currently contracting with the City for City services such as water, sanitary sewer, and/or fire protection to annex. The subject property is not currently contracting for services. Goal 4: The City of Bozeman requires annexation of all land proposed for development lying within the existing and planned service area of the municipal water and sewer systems as depicted in their respective facility plans, any land proposed for development that proposes to utilize municipal water or sewer systems. The subject property lies within the planned service area of the municipal water and sewer services. Existing sewer and systems are installed. As noted above, the area in question is an inholding with nearby properties currently being served by full City services included emergency services, and streets. Goal 5: The City encourages annexations within the urban area identified on the future land use map in the current Bozeman Growth Policy. As shown in Section 1, the subject property is planned as Urban Neighborhood and is within the urban area of the growth policy. See the discussion under Criterion A of Section 6 of the report for more information on the growth policy. Goal 6: The City of Bozeman encourages annexations to make the City boundaries more regular rather than creating irregular extensions which leave unannexed gaps between annexed areas or islands of annexed or unannexed land. The subject property is within a number of inholdings wholly surrounded by City Limits. Two nearby properties within the same subdivision were annexed into the City property owner’s request; one in 2018 at the see application 18143 and another in 2021 see application 21123. The annexation of the subject property would further this goal. 103 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 14 of 33 Goal 7: The City of Bozeman encourages annexations which will enhance the existing traffic circulation system or provide for circulation systems that do not exist at the present time. The subject property will provide additional right of way for Bridger Drive and the unnamed road to the north, see Term of Annexation 5 and 7. No addition internal street network is required to serve the property. Goal 8: The City prefers annexation of parcels of land larger than five (5) acres in size, but will allow annexation of smaller parcels if factors such as topographic limitations, sanitary disposal needs, fire access, maintenance of public facilities, etc., justify a smaller annexation. The subject property is 0.54 acres. Goal 9: The City seeks to obtain water rights adequate for future development of the property with annexation. After annexation, the subject property will be bound to the provisions of 38.410.130 which require evaluation of water adequacy and provision of water if needed at time of development. The municipal code section requires water rights or an equivalent to be provided. Exact timing and amounts will be evaluated during development review. There are several methods to address the requirements of 38.410.130. The annexation agreement will provide notice of this requirement, see Term of Annexation 12. The landowner will consent to this requirement by signature on the annexation agreement. Goal 10: The City of Bozeman encourages annexations for City provision of clean treated water and sanitary sewer. The subject property is located within the City’s planned water and sewer service area. See Goal 4 above. The applicant proposes zoning for future development of homes. There is an existing home on the property which uses an onsite well and septic system. The annexation terms include requirements for future abandonment of the septic system and connection to the municipal sewer system. Any new construction must connect with initial construction to the municipal system. Terms of Annexation 9 - 11 address the termination of the existing on-site septic system. Exact timing will depend on the sequencing of future development. The City’s water and sewer systems are adjacent to the property. See the maps below. Per Term of Annexation 9, the Annexation Agreement required to finalize the requested annexation will require the applicant to design extensions of services to meet the City’s adopted infrastructure standards. These include provisions for minimum water pressure and volumes, adequate sewer flows by volume, gravity flow of sewers, and other standards necessary to protect public health and safety and ensure functional utilities. 104 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 15 of 33 Existing Sewer Service Map Existing Water Service Map 105 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 16 of 33 Resolution No. 5076 Policies Policy 1: Annexations must include dedication of all easements for rights-of-way for collector and arterial streets, adjacent local streets, public water, sanitary sewer, or storm or sewer mains, and Class I public trails not within the right of way for arterial or collector streets. Annexations must also include waivers of right to protest the creation of special or improvement districts necessary to provide the essential services for future development of the City. The recommended Terms of Annexation include requirements for provision of right of way for Bridger Drive, an arterial street, and the unnamed street to the north. See Terms of Annexation 5 and 7. Dedicated Streets or public street and utility easements provide locations for municipal water and sewer mains. Waivers of right to protest special improvement districts are included in Term of Annexation 8 for streets affected by the future development of the property. Any additional easements and rights of way will be provided within the property with future development of the property as required by municipal standards. Exact locations will be determined by further technical analysis and site design. Policy 2: Issues pertaining to master planning and zoning must be addressed prior to or in conjunction with the application for annexation. The subject property is planned for Urban Neighborhood. No change to the growth policy is required. The application includes a request for initial zoning of R-2. See the zone map amendment section of this report for analysis of the zone map amendment criteria. Policy 3: The application for annexation must be in conformance with the current Bozeman Growth Policy. If a Growth Policy Amendment is necessary to accommodate anticipated uses, the amendment process must be initiated by the property owner and completed prior to any action for approval of the application for annexation. The property is designated “Urban Neighborhood” on the future land use map. No growth policy amendment is required. See discussion under zone map amendment Criterion A. Policy 4: Initial zoning classification of the property to be annexed will be determined by the City Commission, in compliance with the Bozeman Growth Policy and upon a recommendation of the City Zoning Commission, simultaneously with review of the annexation petition. The property proposed for annexation requests a zoning designation of R-2. See the zone map amendment section of this report for review of the zoning criteria. The Zoning Commission held a public hearing on August 23, 2021. A motion recommending approval of the requested R-2 zoning was passed unanimously. Note: The annexation and the placement of a zoning district designation on the property by the City does not guarantee available services or approval of a specific development. Section 106 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 17 of 33 38.300.020.C of the Unified Development Code states: “Placement of any given zoning district on an area depicted on the zoning map indicates a judgment on the part of the city that the range of uses allowed within that district are generally acceptable in that location. It is not a guarantee of approval for any given use prior to the completion of the appropriate review procedure and compliance with all of the applicable requirements and development standards of this chapter and other applicable policies, laws and ordinances. It is also not a guarantee of immediate infrastructure availability or a commitment on the part of the city to bear the cost of extending services.” Policy 5: The applicant must indicate their preferred zoning classification as part of the annexation petition. The applicant has requested R-2, the Residential Moderate Density District. See Section 7 of this report for analysis of the requested zoning. Policy 6: Fees for annexation processing will be established by the City Commission. Applicant has paid required application fees. Policy 7: It is the policy of the City that annexations will not be approved where unpaved county roads will be the most commonly used route to gain access to the property unless the landowner proposes a method to provide for construction of the road to the City’s street standards. Yes. The property proposed for annexation is accessed from Bridger Drive to the south, a principal arterial, which is paved to the edge of the subject property. Policy 8: Prior to annexation of property, the City will require the property owner to acquire adequate and usable water rights, or an appropriate fee in lieu thereof, in accordance with Section 38.410.130 of the municipal code, as amended. Yes. The property owner shall provide usable water rights, or cash in-lieu of water rights thereof, in an amount to be determined by the Director of Public Works, as outlined by Section 38.410.130 of the municipal code. The calculated amount will be determined by the Director of Public Works and based on the zoning designation approved by the City Commission. This will be addressed with the annexation agreement. Policy 9: Infrastructure and emergency services for an area proposed for annexation will be reviewed for the health, safety and welfare of the public and conformance with the City’s adopted facility plans. If the City determines adequate services cannot be provided to ensure public health, safety and welfare, the City may require the property owner to provide a written plan for accommodation of these services, or the City may reject the petition for annexation. Additionally, the parcel to be annexed may only be 107 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 18 of 33 provided sanitary sewer service via the applicable drainage basin defined in the City Wastewater Collection Facilities Plan. Yes. City infrastructure and emergency services are available to the subject property. An eight-inch water main is located in the alley north of the property – approximately 250 feet from the existing structure. An eight-inch sewer main is also located in the alley north of the property. The property is located adjacent to residential development that is currently served by Bozeman Fire. Recommended Term of Annexation #9 includes the provision that the applicant will be responsible for installing facilities required to provide full municipal services to the property in accordance with city policy at the time of connection. Policy 10: The City may require annexation of any contiguous property for which city services are requested or for which city services are currently being provided. In addition, any person, firm, or corporation receiving water or sewer service outside of the City limits is required as a condition of initiating or continuing such service, to consent to annexation of the property serviced by the City. The City Manager may enter into an agreement with a property owner for connection to the City’s sanitary sewer or water system in an emergency conditioned upon the submittal by the property owner of a petition for annexation and filing of a notice of consent to annexation with the Gallatin County Clerk and Recorder’s Office. The contract for connection to city sewer and/or water must require the property owner to annex or consent to disconnection of the services. Connection for purposes of obtaining City sewer services in an emergency requires, when feasible as determined by the City, the connection to City water services. The property is not currently provided City services. No emergency connection is requested. City services will be required to be provided concurrent with future development. Terms of Annexation 9 - 12 address connection to services. Policy 11: The annexation application shall be accompanied by mapping to meet the requirements of the Director of Public Works. Where an area to be annexed can be entirely described by reference to a certificate of survey or subdivision plat on file with the Gallatin County Clerk and Recorder the mapping may be waived by the Director of Public Works. Mapping to meet the requirements of the Director of Public Works must be provided with the Annexation Agreement. Typically, this includes an 18-inch by 24-inch mylar map, a reduced 8½-inch by 11 or 14-inch annexation map exhibit, and a digital copy containing the metes and bounds legal description of said property. Mapping requirements are addressed in Recommended Term of Annexation # 2. 108 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 19 of 33 Policy 12: The City will assess system development/ impact fees in accordance with Montana law and Chapter 2, Article 6, Division 9, Bozeman Municipal Code. This annexation does not require immediate payment of fees. The annexation agreement will provide notice of obligations to pay impact fees at times as required in ordinance. See Term of Annexation #4. Policy 13: Public notice requirements: Notice for annexation of property must be coordinated with the required notice for the zone map amendment required with all annexation. The zone map amendment notice must contain the materials required by 38.220.410, BMC. Notices of the public hearing have been mailed, published in the Bozeman Daily Chronicle, and posted on the site as set forth under this policy. See Appendix A for more details. Policy 14: Annexation agreements must be executed and returned to the City within 60 days of distribution of the annexation agreement by the City, unless another time is specifically identified by the City Commission. This policy will be implemented only if the Commission acts to grant preliminary approval. If the application is denied then no annexation agreement will be necessary. Policy 15: When possible, the use of Part 46 annexations is preferred. This annexation is being processed under Part 46 provisions. Policy 16: Where a road improvement district has been created, the annexation does not repeal the creation of the district. The City will not assume operations of the district until the entirety of the district has been annexed. Any funds held in trust for the district will be used to benefit the district after transfer to the City. Inclusion within a district does not lessen the obligation to participate in general city programs that address the same subject. No road improvement district is associated with this application. Policy 17: The City will notify the Gallatin County Planning Department and Fire District providing service to the area of applications for annexation. The necessary agencies were notified and provided copies of the annexation on May 13, 2021. Policy 18: The City will require connection to and use of all City services upon development of annexed properties. The City may establish a fixed time frame for connection to municipal utilities. Upon development, unless otherwise approved by the City, septic systems must be properly abandoned and the development connected to the City sanitary sewer system. Upon development, unless otherwise approved by the City, water wells on the subject property may be used for irrigation, but any potable uses must be supplied from the City water distribution system and any wells disconnected 109 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 20 of 33 from structures. The property owner must contact the City Water and Sewer Superintendent to verify disconnects of wells and septic systems. There are two residential structures on the property which has on-site well and septic system and will be required to severe thee use of the on-sight systems and connect to City water and sewer service. A term of annexation requires connection to municipal water and sewer implements this policy. In conjunction with future connection the septic system must be properly abandoned and the well disconnected from the domestic supply. Terms of Annexation 8-10 address these issues. SECTION 7 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS In considering applications for approval under this title, the advisory boards and City Commission must consider the following criteria (letters A-K). As an amendment is a legislative action, the Commission has discretion to determine a policy direction. The burden of proof that the application should be approved lies with the Applicant. See the application materials for the Applicant’s response to the criteria A zone map amendment must be in accordance with the growth policy (criteria A) and be designed to secure safety from fire and other dangers (criteria B), promote public health, public safety, and general welfare (criteria C), and facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements (criteria D). Therefore, to approve a zone map amendment the Commission must find Criteria A-D are met. In addition, the Commission must also consider criteria E-K, and may find the zone map amendment to be positive, neutral, or negative with regards to these criteria. To approve the zone map amendment, the Commission must find the positive outcomes of the amendment outweigh negative outcomes for criteria E-K. In determining whether the criteria are met, Staff considers the entire body of regulations for land development. Standards which prevent or mitigated negative impacts are incorporated throughout the entire municipal code but are principally in Chapter 38, Unified Development Code. Section 76-2-304, MCA (Zoning) Criteria A. Be in accordance with a growth policy. Yes. The BCP 2020, Chapter 5, p. 73, in the section titled Review Criteria for Zoning Amendments and Their Application, discusses how the various criteria in 76-2-304 MCA are applied locally. Application of the criteria varies depending on whether an amendment is for the zoning map or for the text of Chapter 38, BMC. The first criterion for a zoning amendment is accordance with a growth policy. 110 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 21 of 33 Future Land Use Map The proposed amendment is a change to the zoning map. Therefore, it is necessary to analyze compliance with the future land use map. Chapter 3 of the BCP 2020 addresses the future land use map. The introduction to that chapter discusses the importance of the chapter. Following are some excerpts. “Future land use is the community’s fundamental building block. It is an illustration of the City’s desired outcome to accommodate the complex and diverse needs of its residents.” “The land use map sets generalized expectations for what goes where in the community. Each category has its own descriptions. Understanding the future land use map is not possible without understanding the category descriptions.” The area of this application has been within in the anticipated growth area of the City. As shown on the maps in Section 1, on the excerpt of the current future land use map, the property is designated as Urban Neighborhood. The Urban Neighborhood designation description reads: “This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that 111 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 22 of 33 development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car.” The correlation between the future land use map of the growth policy and the zoning districts is presented in Table 4 of the Bozeman Community Plan 2020. As shown in the following Correlation with Zoning Table, the R-2 district is an implementing district of the Urban Neighborhood category. Goals and Policies A zoning amendment is also evaluated against the goals and policies of the BCP 2020. Most of the goals and policies are not applicable to this application. Relevant goals and objectives have been identified by staff. Conflict with the text of the growth policy hasn’t been identified. The Short Term Action list on page 63 of the BCP 2020 describes 14 items to implement the growth policy. The first two relate to direct changes to the zoning map in support of listed goals and objectives. These include increasing the intensity of zoning districts in already developed areas. Beginning on page 71 of the BCP 2020 in the section titled Zoning Amendment Review, the document discusses how the City implements zoning for new areas, amendments to areas, and revisions to existing text. This section includes a discussion of when the City may initiate a zoning change to a more intensive district to increase development opportunities. This section demonstrates that the City, as a matter of policy, is supportive of more intensive zoning districts and development, even within already developed areas. It is inconsistent with this approach to zone at annexation for lower intensities than what infrastructure and planning documents will support. This policy approach does not specify any individual district but does lean towards the more intensive portion of the zoning district spectrum. The Applicant argues the proposed zone change in accordance with the Growth Policy by stating, “On the Community Plan Future Land-use Map, our entire area is designated as urban neighborhood. In the Growth Policy, these are described as including a variety of “types, shapes, sizes, and intensities” of housing. Our request for R-2 zoning on our property as we pursue annexation reflects the goal of increasing diversity of housing types along with increasing overall density, both of which feature prominently in the Growth Policy. The most specifically relevant objectives to which R-2 zoning can contribute include N-1.1 (promote housing diversity), N-1.3 (lessen areas exclusively zoned for single-type housing), N-1.4 (promote development of ADUs) and N-1.11 (gradual and predictable increase in density over time).” 112 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 23 of 33 Goal DCD-1: Support urban development within the City. The proposed zoning is occurring in conjunction with an annexation. Any future development will be required to occur at urban densities and will be within the City. If the City Commission declines the annexation then the requested R-2 zoning will not occur. DCD-1.11 Pursue annexations consistent with the future land use map and adopted facility plans for development at urban intensity. The proposed zoning is consistent with the future land use map and is within the current facilities plans. Although limited infrastructure is currently installed near the subject property this action is the first step in correcting this deficiency. Goal RC-3: Collaborate with Gallatin County regarding annexation and development patterns adjacent to the City to provide certainty for landowners and taxpayers. RC-3.3 Prioritize annexations that enable the incremental expansion of the City and its utilities. The zone map amendment is proposed in association with an annexation. The area to be annexed, for all intent and purpose, wholly surrounded by the City boundary and eliminates one of a number of isolated inholding with the City service area and street network. RC-3.4 Encourage annexation of land adjacent to the City prior to development and encourage annexation of wholly surrounded areas. The property, for all intent and purpose, is wholly surrounded by the City. The property is seeking annexation and municipal zoning for the purpose of maintaining and possibly expanding the use and intensity of the site. The application is in accordance with the growth policy. B. Secure safety from fire and other dangers. Yes. The existing building is constructed of unknown quality, fire, and safety measures. Any renovations, expansions, or removal and replacement must meet the development standards of the City and, in some cases, might require retrofitting to ensure the building is safe for occupants and neighboring properties. The 2017 Fire and EMS Master Plan shows this property within the acceptable response reach of the Fire Department. Fire protection water supply will be provided by the City of Bozeman water system. The property is not within any delineated floodplain. Upon annexation the subject property will be provided with City emergency services including police, fire and ambulance. The initial zoning of R-2 is not likely to adversely impact safety from fire and other dangers. The property will be required to conform to all City of Bozeman public safety, building and land use requirements. The City provides emergency services to adjacent properties and there will be no difficulty extending service to this parcel. 113 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 24 of 33 C. Promote public health, public safety, and general welfare. Yes. The proposed zoning designation will promote general welfare by implementing the future land use map in the Bozeman Community Plan. Public health and safety will be positively affected as the proposed annexation will allow the existing structure to connect to the City sewer system, thereby removing a septic system and lessening resulting groundwater discharge. As noted in criterion B, further development and redevelopment must be in accordance with modern building, access, stormwater, pedestrian circulation, ingress and egress to the site, and full connection to the greater transportation network for users ensuring the promotion of public health, safety and general welfare. Public health and safety will be positively affected by requiring new and redevelopment to connect to municipal sanitary sewer and water systems, which will prevent groundwater pollution and depletion by wells and septic systems. D. Facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements. Yes. The BCP 2020, page 74, says regarding evaluation of Criteria B-D for zoning amendments: “For a map amendment, all three of the above elements are addressed primarily by the City’s long range facility Plans, the City’s capital improvements program, and development standards adopted by the City. The standards set minimum sizing and flow requirements, require dedication of parks, provision of right of way for people and vehicles, keep development out of floodplains, and other items to address public safety, etc. It is often difficult to assess these issues in detail on a specific site. For example, at the time of annexation, the final intensity of development is unknown and it may be many years before development occurs and the impacts are experienced. The availability of other planning and development review tools must be considered when deciding the degree of assurance needed to apply an initial zoning at annexation.” The City conducts extensive planning for municipal transportation, water, sewer, parks, and other facilities and services provided by the City. The adopted plans allow the City to consider existing conditions and identify enhancements needed to provide additional service needed by new development. The City implements these plans through its capital improvements program that identifies individual projects, project construction scheduling, and financing of construction. Private development must demonstrate compliance with standards. The application site is located within the City’s land use, transportation, parks, and utility planning areas and those plans show this property as developing within the City when 114 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 25 of 33 development is proposed. Adequacy of all these public requirements is evaluated during the subdivision and site development process. As stated in 38.300.020.C, the designation of a zoning district does not guarantee approval of new development until the City verifies the availability of needed infrastructure. All zoning districts in Bozeman enable a wide range of uses and intensities. At time of future subdivision or site plan review the need for individual services can be more precisely determined. No subdivision or site plan is approved without demonstration of adequate capacity. 38.300.020.C, “Placement of any given zoning district on an area depicted on the zoning map indicates a judgment on the part of the city that the range of uses allowed within that district are generally acceptable in that location. It is not a guarantee of approval for any given use prior to the completion of the appropriate review procedure and compliance with all of the applicable requirements and development standards of this chapter and other applicable policies, laws and ordinances. It is also not a guarantee of immediate infrastructure availability or a commitment on the part of the city to bear the cost of extending services.” The development of public infrastructure improvements to serve the property will be required to conform to the City of Bozeman’s adopted standards which require properties to construct public infrastructure and/or pay impact fees, assessments, and taxes to support transportation, water, sewer, school, parks, and other public requirements. City water and sewer lines are located adjacent to the property to the north (approximately 250-feet from the existing structures) and the terms of annexation require the applicant to connect to municipal services and install any facilities required to provide full municipal services to the property. The property is accessed from Bridger Drive (principal arterial) and the Bridger Creek trail is located across Bridger Drive. Park dedication is not required as there is an existing residence on the property. Any future development of the property will be evaluated for additional required improvements during the plan review process. E. Reasonable provision of adequate light and air. Yes. The R-2 zoning designation has requirements for setbacks, height, and lot coverage, which provide for the reasonable provision of adequate light and air. Any future development of the property will be required to conform to City standards for setbacks, height, lot coverage, and buffering. In addition to the zoning standards, adopted building codes contain more detailed requirements for air circulation, window placement, and building separation that further ensure the intent of this criterion is satisfied. 115 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 26 of 33 F. The effect on motorized and non-motorized transportation systems. Neutral. The proposed R-2 zoning designation will have a neutral effect on the City’s motorized and non-motorized transportation systems as the property is occupied by an existing residence. As a result, the impact to the motorized and non-motorized transportation systems is not anticipated to change. The terms of annexation require dedication of 30 feet of right-of- way along the rear (north) of the property to allow the future connection of a local street. In the event this local street is built, it would have a positive effect on the motorized and non- motorized transportation systems as it would increase street connectivity adjacent to the Legends subdivision and result in the addition of a sidewalk. Further, the small size of the property and the lower-intensity zoning proposed will not create a measurable effect on transportation systems. The recommended terms of annexation and City’s development approval processes, for example requirements for easements, the waiver of the right to protect special improvement districts related to transportation, and construction of future roads are expected to sufficiently address impacted transportation systems as a result of the map amendment. On page 74-75 of the BCP 2020 in the discussion of application of the zoning criteria it says: “Development creates or funds many of the City’s local streets, intersection upgrades, and trails. Therefore, although a text or map amendment may allow more intense development than before, compliance with the adopted Plans and standards will provide adequate capacity to offset that increase.” As the zoning designation itself does not change traffic flow or transportation demand, and the compliance of future development with adopted standards will offset impacts from development. G. Promotion of compatible urban growth. Yes. Individuals may have widely varying opinions about what constitutes compatibility. Compatible development and Compatible land use are defined in Article 38.7 BMC to establish a common reference for consideration of this criterion and application of development standards. They are defined as: “Compatible development. The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted growth policy. Elements of compatible development include, but are not limited to, variety of architectural design; rhythm of architectural elements; scale; intensity; materials; building siting; lot and building size; hours of operation; and integration with existing community systems including water and sewer services, natural elements in the area, motorized and non-motorized transportation, and open spaces and parks. Compatible development does not require uniformity or monotony of architectural or site design, density or use. 116 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 27 of 33 Compatible land use. A land use which may by virtue of the characteristics of its discernible outward effects exist in harmony with an adjoining land use of differing character. Effects often measured to determine compatibility include, but are not limited to, noise, odor, light and the presence of physical hazards such as combustible or explosive materials.” As noted in the definition of Compatible development, there are many elements that contributed to compatibility. The final sentence of the definition deserves emphasis “Compatible development does not require uniformity or monotony of architectural or site design, density or use.” Compatible development can be different than what is already in place. The City has adopted a variety of standards to implement compatibility. The proposed R-2 district is a predominantly residential district. The allowed uses for residential districts are set in section 38.310.030. The proposed zoning is similar in intensity and character as neighboring properties. The proposed amendment is associated with an annexation creating continuity between the existing and surrounding uses. Staff concludes R- 2 zone is compatible and is urban growth as called for in the growth policy. See also discussion for Criteria A & H. H. Character of the district. Yes. The proposed R-2 zoning promotes the character of the district as the intent of the 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.” Surrounding properties are low-density single-household residential. Adjacent properties in the City are zoned R-1 to the north and R-S (Residential Suburban) to the south. Adjacent properties in Gallatin County, to the east and west, are zoned Residential Suburban. The proposed R-2 zoning designation is consistent with the character of the neighborhood as well as existing development on the property. Section 76-2-302, MCA says “…legislative body may divide the municipality into districts of the number, shape, and area as are considered best suited to carry out the purposes [promoting health, safety, morals, or the general welfare of the community] of this part.” Emphasis added. This proposal amends the zoning map and not the text. Therefore, no element of this amendment modifies the standards of any zoning district. The character of the districts as created by those standards remains intact. As noted above, the City Commission has latitude in considering the geographical extents of a zoning district. It is not expected that zoning freeze the character of an area in perpetuity. Rather, it provides a structured method to consider changes to the character. The City has defined compatible development as: “The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted growth policy. Elements of compatible development include, but are not limited 117 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 28 of 33 to, variety of architectural design; rhythm of architectural elements; scale; intensity; materials; building siting; lot and building size; hours of operation; and integration with existing community systems including water and sewer services, natural elements in the area, motorized and non-motorized transportation, and open spaces and parks. Compatible development does not require uniformity or monotony of architectural or site design, density or use.” The City has adopted many standards to identify and avoid or mitigate demonstrable negative impacts of development. These will support the ability of future development in this new area of the R-2 district to be compatible with adjacent development and uphold the character of the area. Below is an excerpt from the Residential Density map supported by the City GIS Department. It shows adjacent properties, except for the Headlands subdivision, hosts more density than the subject property. Living unit density map I. Peculiar suitability for particular uses. Yes. The property is located in an area of single-household residential development which is suitable for uses allowed in the R-2 zoning district. The proposed R-2 zoning designation is suitable for the current use of the property. Staff concurs with the applicants statement that, “We believe that given the emphasis within the city of Bozeman and the broader Gallatin County community to prioritize increasing diverse housing options, our request for R-2 zoning will maximize the specific characteristics of our property that make it suitable for potentially two new dwellings. Those characteristics 118 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 29 of 33 include adequate size well beyond what is necessary for building two dwelling units and its position surrounded by existing neighborhoods that make it a prime candidate on which to conduct infill.” J. Conserving the value of buildings. Yes. There is an existing single-household residential structure with an attached secondary dwelling unit on the property in an area of compatible residential land uses. The proposed R- 2 zoning designation will allow for similar land use patterns and will thus conserve the value of buildings in the area. The applicant has not proposed future alteration or development on the property. Any future development on the property will be subject to standards in the R-2 zoning district which will ensure the conservation of adjacent building values including but not limited to standards set forth in the Unified Development Code for fire safety, setbacks, buffers and building heights, which will help alleviate any potential negative impacts to the values of adjacent buildings as a result of future development on the subject property. Therefore, this criterion is met. K. Encourage the most appropriate use of land throughout the jurisdictional area. Yes. As discussed in Criteria A above, this property has been planned for residential uses for many years. The proposed R-2 zoning designation will encourage the most appropriate use of land as the property is surrounded by lower density residential development, which is consistent with the R-2 designation. Furthermore, the proposed R-2 zoning designation is consistent with the Bozeman Community Plan’s future land use map designation of “Urban Neighborhood.” Spot Zoning Criteria Rezoning may, in certain factual circumstances, constitute impermissible “spot zoning.” The issue of whether a rezoning constitutes spot zoning was discussed by the Montana Supreme Court in Plains Grains LP v. Board of County Comm’rs of Cascade County and Little v. Bd. Of County Comm’rs, in which the Court determined that the presence of the following three conditions generally will indicate that a given situation constitutes spot zoning, regardless of variations in factual scenarios. 1. Is the proposed use significantly different from the prevailing land uses in the area? No. The R-2 designation already exists in the area, and properties are developed in accordance with the R-2 district. Because this is simply a small expansion of less dense residential district that is not substantially different in terms of allowed land uses in the existing county R-S district (both allow single-detached housing), the land uses allowed on the subject property are 119 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 30 of 33 not significantly different than those that currently prevail in the area. Therefore, staff finds that this criterion is not met. 2. Is the area requested for the rezone rather small in terms of the number of separate landowners benefited from the proposed change? Yes. The application is submitted by one landowner in conjunction with annexation of the single 0.54 acre property. Although the City supports multiparty annexation applications, landowner annexation of single properties are the most frequent annexations. As described in Criterion A above, the amendment advances the overall policies of the BCP 2020, the City’s adopted growth policy, and the growth policy and neighborhood plans for Gallatin County. As the application advances the growth policies there are benefits to the larger community from the amendment. Although there is generalized benefit to the community, the number of direct beneficiaries is small. 3. Would the change be in the nature of “special legislation” designed to benefit only one or a few landowners at the expense of the surrounding landowners or the general public? No. While the applicant/landowner will directly benefit from the proposed zone map amendment, the proposed amendment is not at the expense of surrounding landowners or the general public. As discussed above in the various review criteria above, no substantial negative impacts are identified due to this amendment. As discussed in Criterion A, the application is consistent both the City’s and the County’s growth policy. The growth policy is the overall land use policy for the community. Consistency with the growth policy demonstrates benefit to the general public. As discussed under Criterion D, the City’s development standards will require the applicant to provide the needed infrastructure to support any proposed development prior to construction of homes. Concurrency and adequacy of infrastructure remove most potential injury to others. As discussed in Criterion H, the application is similar and consistent with the existing and developing character of the area. Therefore, the amendment does not benefit the landowner at the expense of others. Development of the site in any manner will create additional demand for services and change the character of the site as a large lot single home. A change to an urban district does not inherently injure the surrounding landowners. PROTEST NOTICE FOR ZONING AMENDMENTS IN THE CASE OF WRITTEN PROTEST AGAINST SUCH CHANGES SIGNED BY THE OWNERS OF 25% OR MORE OF THE AREA OF THE LOTS WITHIN THE AMENDMENT AREA OR THOSE LOTS OR UNITS WITHIN 150 FEET FROM A LOT INCLUDED IN A PROPOSED CHANGE, THE AMENDMENT SHALL NOT BECOME EFFECTIVE EXCEPT 120 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 31 of 33 BY THE FAVORABLE VOTE OF TWO-THIRDS OF THE PRESENT AND VOTING MEMBERS OF THE CITY COMMISSION. The City will accept written protests from property owners against the proposal described in this report until the close of the public hearing before the City Commission. Pursuant to 76-2-305, MCA, a protest may only be submitted by the owner(s) of real property within the area affected by the proposal or by owner(s) of real property that lie within 150 feet of an area affected by the proposal. The protest must be in writing and must be signed by all owners of the real property. In addition, a sufficient protest must: (i) contain a description of the action protested sufficient to identify the action against which the protest is lodged; and (ii) contain a statement of the protestor's qualifications (including listing all owners of the property and the physical address), to protest the action against which the protest is lodged, including ownership of property affected by the action. Signers are encouraged to print their names after their signatures. A person may in writing withdraw a previously filed protest at any time prior to final action by the City Commission. Protests must be delivered to the Bozeman City Clerk, 121 North Rouse Avenue, PO Box 1230, Bozeman, MT 59771-1230. APPENDIX A - NOTICING AND PUBLIC COMMENT Notice was published in the Bozeman Daily Chronicle on July 25 and August 1, 2021. The site was posted on site and notices mailed by the applicant as required by 38.220 and the required confirmation provided to the Planning Office. Notice was or will be provided at least 15 and not more than 45 days prior to any public hearing. As of the writing of this report on August 31, 2021, no written comments have been received on this application. APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING Adopted Growth Policy Designation: The property is designated as “Urban Neighborhood” in the Bozeman Community Plan 2020. 1. URBAN NEIGHBORHOOD. This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require 121 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 32 of 33 annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car. Proposed Zoning Designation and Land Uses: The applicant has requested zoning of R-2, “Residential Moderate Density” in association with the annexation of the property. According to Sec. 38.300.100(C) of the Unified Development Code, “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.” The Zoning Correlation Table on Page 58 of the Bozeman Community Plan, 2020 correlates zoning districts with the Growth Policy’s land use categories, demonstrating that the proposed zoning designation of R-2 correlates with the Growth Policy’s future land use designation of “Urban Neighborhood”. Authorized uses in Residential districts are detailed in section 38.310.030. 122 Staff Report for the 21147; 2103 Bridger Drive Annexation & ZMA Page 33 of 33 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF Owner: Kristal Jones & Brandon Green, 2103 Bridger Drive, Bozeman, MT 59715 Applicant: Kristal Jones & Brandon Green, 2103 Bridger Drive, Bozeman, MT 59715 Representative: Kristal Jones & Brandon Green, 2103 Bridger Drive, Bozeman, MT 59715 Report By: Tom Rogers, Senior Planner, Community Development Department FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. ATTACHMENTS The full application and file of record can be viewed at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. Application materials 123 Memorandum REPORT TO:City Commission FROM: Nakeisha Lyon, Associate Planner Brian Krueger, Development Review Manager Martin Matsen, Director of Community Development SUBJECT:Soper Minor Subdivision Preliminary Plat Application for a First Minor Subdivision Requesting Permission to Subdivide 0.74 Acres into Two Lots Within the R-2 District, Application 21282 (Quasi-judicial) MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Community Development - Quasi-Judicial RECOMMENDATION: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 21282 and move to approve the Soper Minor Subdivision with conditions and subject to all applicable code provisions. STRATEGIC PLAN:4.5 Housing and Transportation Choices: Vigorously encourage, through a wide variety of actions, the development of sustainable and lasting housing options for underserved individuals and families and improve mobility options that accommodate all travel modes. BACKGROUND: The Department of Community Development received a Preliminary Plat Application on July 14, 2021 requesting a first minor subdivision of one lot of 0.74 acres to create two lots, one of 0.43 acres and one of .31 acres. The property is zoned R-2, Residential Moderate Density District and is located in the NCOD, Neighborhood Conservation Overlay District. There are three existing structures located on the subject property, a single family home, detached garage and chicken coop. These structures have been deemed non-eligible historic structures as they do not meet the definition provided in article 7 of the Bozeman Municipal Code (BMC) for historic structures. The existing structures are not eligible for the National Register of Historic Places per the applicable 2021 Montana Historic Property Record Survey conducted on the subject property. 124 In order to subdivide the subject property and meet applicable form and intensity standards of the R-2 zoning district, the existing structures were approved for demolition on April 1, 2021, within a NCOA, Neighborhood Certificate of Appropriateness, application 21-036 based on their non- eligible status. The future development of these lots will be require NCOA applications to evaluate any proposed structures in conformance with The Design Guidelines for Historic Preservation and the Neighborhood Conservation Overlay, and Section 38.340.050 of the BMC. This subdivision is a first minor subdivision from a tract of record and does not require Planning Board review. State statute requires the City Commission to consider and make a decision on the subdivision application and the Community Development Director’s recommendation during a regular public meeting. On August 31, 2021, the Development Review Committee (DRC) found the application adequate for continued review and recommends the conditions and code provisions identified in this report. The subdivider did not request any subdivision or zoning variances with this application. The City has received four written public comments on the application as of the writing of this report. The final decision for a first minor subdivision preliminary plat must be made within 35 working days of the date it was deemed adequate; in this case by October 20, 2021. UNRESOLVED ISSUES:None ALTERNATIVES:1. Approve the application with the recommended conditions; 2. Approve the application with modifications to the recommended conditions; 3. Deny the application based on the Commission’s findings of non- compliance with the applicable criteria contained within the staff report; or 4. Continue the public meeting on the application, with specific direction to staff or the subdivider to supply additional information or to address specific items. FISCAL EFFECTS:None 125 Attachments: 21282 Soper Minor Preliminary Plat.pdf 21282 Soper Minor Preliminary Plat Staff Report.pdf Report compiled on: September 13, 2021 126 127 Page 1 of 18 21282, Staff Report for the Soper Minor Subdivision Preliminary Plat Public Meeting Date: The City Commission public meeting and decision is scheduled for Tuesday, September 21, 2021 at 6:00 p.m via WebEx. A WebEx link will be provided with the City Commission agenda. Project Description: A first minor preliminary plat application requesting permission to subdivide 0.74 acres to create two lots, one of 0.43 acres, and one of 0.31 acres. The property is zoned R-2, Residential Moderate Density District and is located in the NCOD, Neighborhood Conservation Overlay District. Project Location: The property is addressed as 918 South Tracy Avenue and located South of East Harrison Street, East of South Tracy Avenue, West of South Black Avenue, and North of East Garfield Street. The property is legally described as Section 18, Township 02 South, Range 06 East, Tract 3, Being 180’ x 210’ N2NW4, City of Bozeman, Gallatin County, MT. Recommendation: The application conforms to standards and is sufficient for approval with conditions and code provisions. Commission Recommended 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 21282 and move to approve the Soper Minor Subdivision with conditions and subject to all applicable code provisions.” Report Date: September 13, 2021 Staff Contact: Nakeisha Lyon, Associate Planner Agenda Item Type: Action (Quasi-judicial) EXECUTIVE SUMMARY Unresolved Issues There are no known unresolved issues. Project Summary This report is based on the application materials submitted and any public comment received to date. The Department of Community Development received a Preliminary Plat Application on July 14, 2021 requesting a first minor subdivision of one lot of 0.74 acres to create two lots, one of 0.43 acres and one of .31 acres. The property is zoned R-2, Residential Moderate Density District and is located in the NCOD, Neighborhood Conservation Overlay District. 128 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 2 of 18 There are three existing structures located on the subject property, a single family home, detached garage and chicken coop. These structures have been deemed non-eligible historic structures as they do not meet the definition provided in article 7 of the Bozeman Municipal Code (BMC) for historic structures. The existing structures are not eligible for the National Register of Historic Places per the applicable 2021 Montana Historic Property Record Survey conducted on the subject property. In order to subdivide the subject property and meet applicable form and intensity standards of the R-2 zoning district, the existing structures were approved for demolition on April 1, 2021, within a NCOA, Neighborhood Certificate of Appropriateness, application 21-036 based on their non- eligible status. The future development of these lots will be require NCOA applications to evaluate any proposed structures in conformance with The Design Guidelines for Historic Preservation and the Neighborhood Conservation Overlay, and Section 38.340.050 of the BMC. This subdivision is a first minor subdivision from a tract of record and does not require Planning Board review. State statute requires the City Commission to consider and make a decision on the subdivision application and the Community Development Director’s recommendation during a regular public meeting. On August 31, 2021, the Development Review Committee (DRC) found the application adequate for continued review and recommends the conditions and code provisions identified in this report. The subdivider did not request any subdivision or zoning variances with this application. The City has received four written public comments on the application as of the writing of this report. The final decision for a first minor subdivision preliminary plat must be made within 35 working days of the date it was deemed adequate; in this case by October 20, 2021. Alternatives 1. Approve the application with the recommended conditions; 2. Approve the application with modifications to the recommended conditions; 3. Deny the application based on the Commission’s findings of non-compliance with the applicable criteria contained within the staff report; or 4. Continue the public meeting on the application, with specific direction to staff or the subdivider to supply additional information or to address specific items. 129 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 3 of 18 TABLE OF CONTENTS EXECUTIVE SUMMARY ........................................................... Error! Bookmark not defined. Unresolved Issues. ............................................................. Error! Bookmark not defined. Project Summary ................................................................ Error! Bookmark not defined. Alternatives ........................................................................ Error! Bookmark not defined. SECTION 1 – MAP SERIES ......................................................... Error! Bookmark not defined. SECTION 2 – REQUESTED VARIANCES ................................................................................. 6 SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL ............................................ 6 SECTION 4 – CODE REQUIREMENTS REQUIRING PLAT CORRECTIONS ....................... 7 SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ........... Error! Bookmark not defined. SECTION 6 – STAFF ANALYSIS and findings .......................... Error! Bookmark not defined. Applicable Subdivision Review Criteria, Section 38.240.130.A.5.e, BMC. ............. Error! Bookmark not defined. Primary Subdivision Review Criteria, Section 76-3-608 .. Error! Bookmark not defined. Preliminary Plat Supplements ........................................................................................... 12 APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 15 APPENDIX B – DETAILED PROJECT DESCRIPTION .......................................................... 16 APPENDIX C – NOTICING AND PUBLIC COMMENT ......................................................... 16 APPENDIX D – PROJECT BACKGROUND ............................................................................. 16 APPENDIX E – OWNER INFORMATION AND REVIEWING STAFF ................................. 16 FISCAL EFFECTS ....................................................................................................................... 16 ATTACHMENTS ......................................................................................................................... 17 PUBLIC COMMENTS ………………………………………………………………………….18 130 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 4 of 18 SECTION 1 - MAP SERIES Figure 1. Zoning Classification 131 Page 5 of 18 Figure 2. Preliminary Plat 132 Page 6 of 18 SECTION 2 – REQUESTED VARIANCES There are no variances requested with this subdivision application. SECTION 3 - RECOMMENDED CONDITIONS OF APPROVAL Please note that these conditions are in addition to any required code provisions identified in this report. These conditions are specific to the preliminary plat application. Staff has considered the impacts as identified in the staff analysis and application materials and these conditions of approval are reasonably related and roughly proportionate to the development. 1. BMC 38.220.070 - The final plat must contain the following notation on the Conditions of Approval sheet prior to Final Plat Approval: a. Development creating only one additional dwelling unit or increasing occupancy of group quarters by no more than four persons is exempt from parkland contribution pursuant to 38.420.020.B, therefore, development on [describe new lot] may add one residential unit under the exemption. Subsequent units on either lot will no longer meet the exemption and will require parkland contribution (38.420.020.C). 2. BMC 38.240.470. Upon submittal of the final plat, please provide the approved Municipal Facilities Exclusion from the Department of Environmental Quality. 3. BMC 38.400.020. a. The applicant provided an adequate draft SID Waiver draft for the above noted property. The applicant must execute and file the SID Waiver with the county clerk and provide a copy of the final executed and filed SID waiver to the project engineer prior to final plat approval. 4. BMC 38.410.060. a. The applicant provided adequate drafts of the 10’ utility easement and 20’ storm drainage easement. The applicant must provide hard copies of the easements to the project engineer for reporting to the commission and filing with the county clerk. The easements must be recorded and filed with the county prior to final plat approval. b. The final plat must provide all existing and proposed utility easements and must be described, dimensioned and shown on each subdivision block of the final plat in their true and correct location. 5. BMC 38.410.130.C. If water rights or cash-in-lieu of water rights, have not been provided with Final Plat, then water rights or cash-in-lieu must be provided with any future site plan development or applicable development application. 133 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 7 of 18 SECTION 4 - CODE REQUIREMENTS REQUIRING PLAT CORRECTIONS The following are procedural requirements not yet demonstrated by the plat and must be satisfied at the final plat. 1. BMC 38.100.080.A. 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. BMC 38.240.150. The final plat must 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). 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. BMC 38.240.510. Please include a separate sheet as part of the plat for conditions of approval. Said sheet must contain the certificate denoted in this section of the BMC which states the following: NOTIFICATIONS AND CERTIFICATIONS (I), (We), the undersigned property owner(s), do hereby certify that the text and/or graphics shown on the Conditions of Approval sheet(s) represent(s) requirements by the governing body for final plat approval and that all conditions of subdivision application have been satisfied. (I), (We), the undersigned property owner(s), do hereby certify that the information shown is current as of the date of this certification, and that changes to any land-use restrictions or encumbrances may be made by amendments to covenants, zoning regulations, easements, or other documents as allowed by law or by local regulations. (I), (We), the undersigned property owner(s), do hereby certify that (I) (We) acknowledge that federal, state, and local plans, policies, regulations, and/or conditions of subdivision approval may limit the use of the property, including the location, size, and use as shown on the Conditions of Approval sheet or as otherwise stated. Buyers of property should ensure that they have obtained and reviewed all sheets of the plat and all documents recorded and filed in conjunction with the plat. Buyers of property are strongly encouraged to contact the local planning department and become informed of any limitations on the use of the property prior to closing. DATED this _______ day of _______, _______. (Acknowledged and notarized signatures of all record owners of platted property) 134 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 8 of 18 SECTION 5 - RECOMMENDATIONS AND FUTURE ACTIONS The DRC determined that the application is adequate for continued review and found that application conforms to standards and is sufficient for approval with conditions and code provisions on August 31, 2021. This subdivision is a first minor subdivision from a tract of record and does not require Planning Board review. State statute requires the City Commission to consider and make a decision on the subdivision application and the Community Development Director’s recommendation during a regular public meeting. The City Commission is scheduled for a public meeting on this minor subdivision preliminary plat on September 21, 2021 via WebEx at 6 p.m. A WebEx link provided with the City Commission Agenda. SECTION 6 - 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.A.5.b, 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 the code requirements, the final plat must comply with State statute, Administrative Rules of Montana, and the BMC. A conditions of approval sheet must be included and updated with the required notations can be added as required by conditions or code. 2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana Subdivision and Platting Act The final plat must comply with the standards identified and referenced in the 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 relaxation of the lawful requirements of the Bozeman Municipal Code or State law. Sections 3 and 4 of this report identify conditions and code corrections necessary to meet all regulatory standards. Therefore, upon satisfaction of all conditions and code corrections the subdivision will comply with the local subdivision regulations. 135 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 9 of 18 3) Compliance with the local subdivision review procedures provided for in Part 6 of the Montana Subdivision and Platting Act The Bozeman City Commission public meeting was properly noticed in accordance with the Bozeman Municipal Code. Based on the recommendation of the Development Review Committee (DRC) and other applicable review agencies, as well as any public testimony received on the matter, the City Commission will make the final decision on the subdivider’s request. The Department of Community Development received a preliminary plat application on July 13, 2021. The DRC reviewed the preliminary plat application and determined the submittal did not contained detailed, supporting information that was sufficient to allow for the continued review of the proposed subdivision on August 16, 2021. A revised application was received on August 25, 2021. The DRC determined the application was adequate for continued review on August 31, 2021 and recommended conditions of approval and code corrections for the staff report. The City scheduled public notice for this application from September 3, 2021 to September 17, 2021. The applicant posted public notice on the subject property on September 2, 2021. The applicant sent public notice to adjacent landowners of record within 200-feet of the subject property via non-certified mail on September 2, 2021. Four public comments have been received on this application as of the writing of this report. On September 13, 2021 staff completed and forwarded the staff report for this first minor subdivision preliminary plat application with a recommendation of conditional approval for consideration by the City Commission, which is scheduled to make a final decision at its September 21, 2021 public meeting. The City Commission must make a final decision for a first minor subdivision preliminary plat within 35 working days of the date it was deemed adequate; in this case by October 20, 2021. 4) Compliance with Chapter 38, BMC and other relevant regulations Community Development Staff and the DRC reviewed the preliminary plat against all applicable regulations and the application complies with the BMC and all other relevant regulations with conditions and code corrections. This report includes Conditions of Approval and required code provisions as recommended by the DRC for consideration by the City Commission to complete the application processing for final plat approval. All municipal water and sewer facilities will conform to the regulations outlined by the Montana Department of Environmental Quality and the requirements of the Design Standards and Specifications Policy and the City of Bozeman Modifications to Montana Public Works Standard Specifications. 5) The provision of easements to and within the subdivision for the location and installation of any necessary utilities The final plat will provide and depict all necessary utilities and required utility easements. Condition of approval 4 requires that all easements, existing and proposed, must be accurately 136 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 10 of 18 depicted and addressed on the final plat and in the final plat application. Additionally, the applicant has provided adequate drafts of the 10’ utility easement and 20’ storm drainage easement located on the subject property. The applicant must provide hard copies of the easements to the project engineer for reporting to the commission and filing with the county clerk. The easements must be recorded and filed with the county prior to final plat approval. 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 The final plat will provide legal and physical access to each parcel within the subdivision via South Tracy Avenue which is a public street classified under the local designation. All of the proposed lots have frontage on South Tracy Avenue. Lot access will be in conformance with the city design standards and specifications per the BMC requirements. 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 Urban Neighborhood according to the City of Bozeman Community Plan. The area is zoned for residential moderate density development. The intent of the application denotes the development of a single-household dwelling unit on one of the lots (Lot 2), and a two household dwelling unit on the other (Lot 1). There is no type of agricultural production or any agricultural operations in the vicinity of the proposed subdivision. The NRCS Soil Survey shows the project area to only contain UL (Urban Land) soil types. There are three existing structures located on the subject property which have been deemed non- eligible historic structures and were approved for demolition on April 1, 2021, within NCOA application 21-036. 2) The effect on Agricultural water user facilities This subdivision will not impact agricultural water user facilities. No irrigation facilities are present on the lots. No water body alterations are proposed. 3) The effect on Local services Water/Sewer – Adequate water and sewer capacity exists to serve the one additional lot created by this subdivision. Per condition of approval 5, if water rights or cash-in-lieu of water rights, have not been provided with Final Plat, then water rights or cash-in-lieu must be provided with any future site plan development or applicable development application. Utilities – Utilities to serve the one additional lot created by this subdivision exist. There is an existing ¾” gas service and overhead electric service that need to be disconnected and/or removed prior to the demolition of the existing structures. NorthWestern Energy will be providing gas and electrical services to the proposed subdivision when requested by the applicant or future property owners during the future site development of the lots. 137 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 11 of 18 Streets –The preliminary plat utilizes South Tracy Avenue (local) to provide primary site connectivity. There are no proposed public or private streets, or substantial improvements to existing streets (South Tracy Avenue). Any modification to South Tracy Avenue will only include curb cuts for driveways into the two lots. All maintenance is already provided by the City of Bozeman for the existing public streets adjacent to the subject property. A traffic impact study is not necessary for the addition of one residential lot in this urban setting as daily traffic generated will not be measurably affected. Police/Fire – The City of Bozeman’s Police and Fire emergency response area includes the subject property. This subdivision does not impact the City’ ability to provide emergency services to the property. Stormwater - The first minor subdivision will not impact stormwater infrastructure as existing drainage and stormwater capacity exists to serve the one additional lot created by this subdivision. The stormwater analysis and calculations provided by the applicant during the Preliminary Plat indicate that the proposed storm water facilities and management plan for the proposed subdivision is adequate to safely convey the 10-year storm event and to satisfy the City of Bozeman regulations for 10-year peak attenuation. Parklands - The proposed subdivision is not required to provide parklands based on the proposed creation of one additional lot or one additional dwelling unit, and condition of approval 1 denotes that any subsequent units on either lot will no longer meet the exemption and will require parkland contribution (38.420.020.C). Therefore, parklands, either land dedication, or cash in lieu of land dedication, may be required upon development of the one additional lot if said lot is a two-household dwelling unit. 4) The effect on the Natural environment No significant physical or topographical features have been identified, (e.g., outcroppings, geological formations, steep slopes), on the subject property. Provisions will be made to address the control of noxious weeds and maintenance of the property through an approved Weed Management Plan (WMP) on file with the Gallatin County Weed District for Soper Minor Subdivision which is valid from June 7, 2021 – June 7, 2023. 5) The effect on Wildlife and wildlife habitat The subdivision will not significantly impact wildlife and wildlife habitat. There are no key wildlife areas that exist on this urban property. Pet/human activity is already very prevalent in the area and public access to parks or trails is not affected. There are no known endangered or threatened species on the property. 6) The effect on Public health and safety With the recommended conditions of approval and required plat corrections, the subdivision will not significantly impact public health and safety. The intent of the regulations in Chapter 38 of the BMC 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 with 138 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 12 of 18 conditions and code provisions. Any other conditions deemed necessary to ensure compliance have been noted throughout this staff report. Code correction 1 requires full compliance with all applicable code requirements. In addition, all subdivisions must be reviewed against the criteria listed in 76-3-608.3.b-d, Montana Code Annotated (MCA). As a result, the Department of Community Development reviewed this application against the listed criteria and further provides the following summary for submittal materials and requirements. This report includes findings to justify the recommended site-specific Conditions of Approval for reasonable mitigation of impacts from the proposed minor subdivision. Preliminary Plat Supplements A subdivision pre-application plan review was completed by the DRC on June 24, 2021. Staff offers the following summary comments on the supplemental information required with Article 38.220.060, BMC. 38.220.060.A.1 Surface Water This subdivision will not significantly impact surface water. The Mathew Bird Creek is a surface water that runs north-south to the east of the subject property. There are no natural or artificial water systems running through or affecting the property. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.2 Floodplains No mapped 100-year floodplains impact the subject property. This subdivision will not be impacted by floodplains. The water systems mentioned above do not affect the project area. Zone X and Zone AE are delineated along the boundaries of the Mathew Bird Creek. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.3 Groundwater This subdivision will not significantly impact groundwater. The existing buildings and topographic relief demonstrate this. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.4 Geology, Soils and Slopes This subdivision will not significantly impact the geology, soils or slopes. No significant geological features or slopes exist on the site. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.5 Vegetation There are no major vegetation types or critical plant species present on this site only small landscaping features like trees, bushes, and grass exist. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 139 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 13 of 18 38.220.060.A.6 Wildlife This subdivision will not significantly impact wildlife. The proposed subdivision does not contain any known critical, significant or key wildlife areas. Please see discussion above under primary review criteria for more information. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.7 Historical Features This subdivision will not significantly impact historical features. The subdivision is not located in any of the historic districts. There are also no known historic, archaeological, or cultural sites around the vicinity of the subject property. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. The proposed subdivision is located within the NCOD. There are three existing structures located on the subject property, a single family home, detached garage and chicken coop. These structures have been deemed non-eligible historic structures as they do not meet the definition provided in article 7 of the Bozeman Municipal Code (BMC) for historic structures. The existing structures are not eligible for the National Register of Historic Places per the applicable 2021 Montana Historic Property Record Survey conducted on the subject property. In order to subdivide the subject property and meet applicable form and intensity standards of the R-2 zoning district, the existing structures were approved for demolition on April 1, 2021, within a NCOA, Neighborhood Certificate of Appropriateness, application 21-036 based on their non- eligible status. The future development of these lots will be require NCOA applications to evaluate any proposed structures in conformance with The Design Guidelines for Historic Preservation and the Neighborhood Conservation Overlay, and Section 38.340.050 of the BMC. 38.220.060.A.8 Agriculture This subdivision will not impact agriculture. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. Please see discussion above under primary review criteria for more information. 38.220.060.A.9 Agricultural Water User Facilities This subdivision will not impact agricultural water user facilities. No irrigation facilities are present on the lots. No water body alterations are proposed. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. Please see discussion above under primary review criteria for more information. 38.220.060.A.10 Water and Sewer The subdivision will not significantly burden the City’s water and sewer infrastructure. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. However, the Engineering Department required further information during the Preliminary Plat Process to ensure the proposed subdivision does not burden the City’s water and 140 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 14 of 18 sewer infrastructure. Please see discussion above under primary review criteria for more information. 38.220.060.A.11 Stormwater Management The subdivision will not significantly impact stormwater infrastructure. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. However, the Engineering Department required further information during the Preliminary Plat Process to ensure the proposed subdivision does not burden the City’s stormwater infrastructure. Please see discussion above under primary review criteria for more information. 38.220.060.A.12 Streets, Roads and Alleys The subdivision will not significantly impact the City’s street infrastructure and will provide adequate improvements to support the development. See discussion above under primary review criteria. 38.220.060.A.13 Utilities This subdivision will not significantly impact utilities. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. However, the Engineering Department required further information during the Preliminary Plat Process to ensure the proposed subdivision does not burden the utility infrastructure. Please see discussion above under primary review criteria for more information. 38.220.060.A.14 Educational Facilities The subdivision for the addition of one lot to the existing area will not a significantly impact the existing enrollment of educational facilities and their supporting elements. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.15 Land Use The subdivision will not significantly impact land use. The proposed subdivision will create two lots for low density residential use. The property is zoned R-2, Residential Moderate Density District, and is designated as an Urban Neighborhood in the Bozeman Community Plan 2020. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.16 Parks and Recreation Facilities The subdivision will not significantly impact parks and recreation facilities. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. Please see discussion above under primary review criteria for more information. 38.220.060.A.17 Neighborhood Center Plan The proposed subdivision does not contain nor require a neighborhood center. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 141 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 15 of 18 38.220.060.A.18 Lighting Plan This proposed subdivision does not propose any new lighting or lighting alterations. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.19 Miscellaneous No additional impacts or hazards are anticipated for this proposed subdivision. On June 2, 2021, the applicant requested a waiver of this supplemental information which was granted on June 24, 2021. 38.220.060.A.20 Affordable Housing Due to HB 259, the City is unable to enforce the requirements of Sec. 38.380 the BMC. APPENDIX A –PROJECT SITE ZONING AND GROWTH POLICY Zoning Designation and Land Uses: The property is zoned R-2, Residential Moderate Density District. The intent of the R-2 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: 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, and 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. Adopted Growth Policy Designation: This property is designated as Urban Neighborhood in the 2020 Community Plan. This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car. 142 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 16 of 18 This proposed subdivision is well-suited to implement the Urban Neighborhood designation based on the location and proposal for a duplex on one lot, and single family home on the other. The proposed subdivision will blend well with adjacent properties and uses. APPENDIX B – DETAILED PROJECT DESCRIPTION Project Background and Description A preliminary plat application by the property owner and applicant, Charles and Heidi Soper, and represented by Genesis Engineering, Inc., Architecture, Inc to allow the subdivision of 0.74 acres into two lots. APPENDIX C– NOTICING AND PUBLIC COMMENT Notice was provided at least 15 and not more than 45 days prior to the City Commission public meetings. BMC 38.220.420, Notice was provided by posting on the site and mailing the public notice to adjacent landowners of record within 200-feet of the subject property via non-certified mail by September 2, 2021. The site was posted with a notice on September 2, 2021. Content of the notice contained all elements required by Article 38.220., BMC. Public comments have been received in regards to the existing home on the subject property and its historic status and demolition, the subdivision of the tract, and affordable housing. The historic status has been evaluated and determined to be “non-eligible”. The future development of these lots will be require NCOA applications to evaluate any proposed structures in conformance with The Design Guidelines for Historic Preservation and the Neighborhood Conservation Overlay, and Section 38.340.050 of the BMC. No archaeological significance has been identified within the Montana Historic Property Record Survey nor within the applicant’s submittal documents. APPENDIX D – PROJECT BACKGROUND In order to subdivide the subject property and meet applicable form and intensity standards of the R-2 zoning district, the existing structures were approved for demolition on April 1, 2021, within NCOA application 21-036 based on their non-eligible status. A subdivision pre-application plan was reviewed by the DRC in June 2021. APPENDIX E - OWNER INFORMATION Owner/Applicant: Charles & Heidi Soper, 124 N. Black Ave., Bozeman, MT 59715 Representatives: Chris Wasia, Genesis Engineering, Inc, 204 N. 11th Ave., Bozeman, MT 59715 Report By: Nakeisha Lyon, AICP, Associate Planner FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this subdivision. 143 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 17 of 18 ATTACHMENTS The full application and file of record can be viewed digitally at https://www.bozeman.net/government/planning/using-the-planning-map, select the “Project Documents Folder” link and navigate to application #21282, as well as digitally at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. Application materials – Available through the Laserfiche archive linked agenda materials and the full file is linked below. https://weblink.bozeman.net/WebLink/Browse.aspx?id=238787&dbid=0&repo=BOZEMAN This project can be viewed on the Community Development Viewer interactive map directly with this link: https://gisweb.bozeman.net/Html5Viewer/?viewer=planning&FILE_NUMBER=21-282 PUBLIC COMMENTS Public Comments: Four public comments as denoted below - 1. John Carson Address: Unknown Received: Via Email Public Comment: I love the historic house of 918 S Tracy. I have good friends that have lived here and it is an incredible place that really means a lot to the people of Bozeman. I would prefer to not divide the lot as it is a great lot! 2. Bronwyn McCormick Address: Unknown Received: Via Email Public Comment: Please reconsider destroying this home. This is a historic & beautiful log cabin that provides affordable housing for Bozeman locals. Changing this landscape will negatively affect people’s lives and contribute to the “BozeAngeles” trend Bozeman Montana is tragically experiencing. 3. Ben Morris Address: Unknown Received: Via Email Public Comment: I am a citizen of Bozeman. One of the things I love about bozeman is its architectural charm. The house on 918 s Tracy Ave is a very charming and valuable piece of architectural history in town. It is also of archaeological significance, with a group of students discovering artifacts around the property. So as a citizen of Bozeman who appreciates its aesthetics, I stand against the subdivision of the property on which 918 s Tracy Ave resides. 4. Evelyn Power Address: Unknown 144 21282 Staff Report for Soper Minor Subdivision Preliminary Plat Page 18 of 18 Received: Via Email Public Comment: This lot holds the potential of providing college students and community members with a safe and affordable place to live. Please think about the ramifications of destroying such a beautiful home before greed overtakes decision making. The destruction of old homesteads like the one you own, is a pitiful response to gentrification and erasing the beauty that historic towns could otherwise preserve. Please give this conscientious thought before proceeding. 145 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Marty Matsen, Community Development Director SUBJECT:The West Babcock Properties Zone Map Amendment to Rezone 3.4 Acres from B-2 to B-2M for Properties Addressed at 102 South 19th Avenue and 1716, 1736, and 1804 West Babcock Street, Application 21192 MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Having reviewed and considered the staff report, application materials, public comment, Zoning Commission Recommendation, and all information presented, I hereby adopt the findings presented in the staff report for application 21192 and move to approve the West Babcock Properties Zone Map Amendment, with contingencies required to complete the application processing. STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning, ranging from building design to neighborhood layouts, while pursuing urban approaches to issues such as multimodal transportation, infill, density, connected trails and parks, and walkable neighborhoods. BACKGROUND:The owner and applicant, 414 Holdings, LLC submitted an application to rezone 7 parcels totaling 3.40 acres from B-2 to B-2M. The subject properties host the Langor’s Flowerland building on the southeast corner of 19th and Babcock Street, a parking lot with an associated accessory building, and an undeveloped lot. A similar application was reviewed and approved one parcel to the east on Babcock Street. This previous application rezoned property from R-O (Residential Office) and B-2 (Community Commercial) to B-2M and gained approval to construct two mixed-use buildings hosting commercial shell space, parking, and storage on the ground floor and 94 residential units on the upper four floors. The primary differences between the B-2 and B-2M districts are differences in building height, more permissive residential use, and reduction of parking requirements. Building height in the B-2 district is between 50-60 feet, depending on roof pitch. Building height in B-2M is five (5) stories or 60 feet. Residential use is allowed on the ground floor without a Conditional Use Permit in the B-2M zone. And finally, parking requirement in the B-2M are reduced up to a 75 percent for residential use and 50 percent for 146 commercial uses. UNRESOLVED ISSUES:None ALTERNATIVES:1. Approve the application with contingencies as presented; 2. Deny the application based on findings of non-compliance with the applicable criteria contained within the staff report; or 3. Open and continue the public hearing, with specific direction to staff or the applicant to supply additional information or to address specific items. FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this zone map amendment. Attachments: 21192 19th & Bab ZMA CC Staff Report.pdf ZMA Narrative 05-05-2021.pdf A1 - 19th and Babcock Rezoning 2021-05-06.pdf EXHIBIT A - VICINITY MAP 2021-5-11.pdf EXHIBIT C - FUTURE LAND USE MAP 2021-5-11.pdf EXHIBIT D - PROPOSED ZONING 2021-5-11.pdf EXHIBIT B - EXISTING ZONING 2021-5-11.pdf Exhibit 2 - Zone Map Amendment (8.5 x 11) 05-21-2021.pdf Report compiled on: September 9, 2021 147 Page 1 of 33 21192, Staff Report for the West Babcock Properties Zone Map Amendment Public Hearings: Zoning Commission public hearing was held on August 23, 2021 City Commission public hearing will be held on September 21, 2021 at 6:00 pm. Project Description: West Babcock Properties zone map amendment requesting amendment of the City Zoning Map for an existing lot consisting of approximately 3.4 acres and the accompanying adjacent right-of way from B-2 (Community Business District) to B-2M (Community Business District-Mixed). Project Location: The property is located on the southeast corner of 19th Avenue and Babcock Street, more thoroughly described as Tracks A, B, & C, COS 1193, Doc #2155019, Parcel I & II described in Doc #2480780, and parcel described in Doc #25226375, located in Southeast One-Quarter of Section 12, Township Two South (T2S), Range Five East (R5E), P.M.M., Gallatin County, Montana. Recommendation: Meets standards for approval Recommended City Commission Motion: Having reviewed and considered the staff report, application materials, public comment, Zoning Commission Recommendation, and all information presented, I hereby adopt the findings presented in the staff report for application 21192 and move to approve the West Babcock Properties Zone Map Amendment, with contingencies required to complete the application processing. Recommended Zoning Commission Motion: Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 21192 and move to recommend approval of the West Babcock Properties Zone Map Amendment, with contingencies required to complete the application processing. Report Date: September 9, 2021 Staff Contact: Tom Rogers, Senior Planner Lance Lehigh, Engineer III Agenda Item Type: Action – Legislative 148 21192, Staff Report for the West Babcock Properties ZMA Page 2 of 33 EXECUTIVE SUMMARY Unresolved Issues None identified at this time. Project Summary The owner and applicant, 414 Holdings, LLC submitted an application to rezone 7 parcels totaling 3.40 acres from B-2 to B-2M. The subject properties host the Langor’s Flowerland building on the southeast corner of 19th and Babcock Street, a parking lot with an associated accessory building, and an undeveloped lot. A similar application was reviewed and approved one parcel to the east on Babcock Street. This previous application rezoned property from R-O (Residential Office) and B-2 (Community Commercial) to B-2M and gained approval to construct two mixed-use buildings hosting commercial shell space, parking, and storage on the ground floor and 94 residential units on the upper four floors. The primary differences between the B-2 and B-2M districts are differences in building height, more permissive residential use, and reduction of parking requirements. Building height in the B-2 district is between 50-60 feet, depending on roof pitch. Building height in B-2M is five (5) stories or 60 feet. Residential use is allowed on the ground floor without a Conditional Use Permit in the B-2M zone. And finally, parking requirement in the B-2M are reduced up to a 75 percent for residential use and 50 percent for commercial uses. Zoning Commission The Zoning Commission held a public hearing on August 23, 2021. After consideration of the application materials, Staff report, and public comment the motion to recommend approval of the ZMA on a vote of 4:0. The video recording of the public hearing is available at https://bozeman.granicus.com/player/clip/140?view_id=1&redirect=true Discussion of this item begins at 0:45:15 in the recording. Staff Presentation begins at 0:45:45 Applicant presentation 0:52:22 Board discussion 1:03:00 149 21192, Staff Report for the West Babcock Properties ZMA Page 3 of 33 Alternatives 1. Approve the application; 2. Approve the application with modifications to the recommended zoning; 3. Deny the application based on the Commission’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. TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 2 Unresolved Issues ............................................................................................................... 2 Project Summary ................................................................................................................. 2 Zoning Commission ............................................................................................................ 2 Alternatives ......................................................................................................................... 3 SECTION 1 - MAP SERIES .................................................................................................... 4 SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT..... 8 SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS ........................................ 8 SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ............. 8 Section 76-2-304, MCA (Zoning) Criteria ......................................................................... 9 PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 19 APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND .............. 19 APPENDIX B - NOTICING AND PUBLIC COMMENT .................................................... 20 APPENDIX C - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 20 APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF............................ 32 FISCAL EFFECTS ................................................................................................................. 33 ATTACHMENTS ................................................................................................................... 33 150 Page 4 of 33 SECTION 1 - MAP SERIES Figure 1: Vicinity Map (2021 image) 151 21192, Staff Report for the West Babcock Properties ZMA Page 5 of 33 Figure 2: Current Zoning Map (2021 image) B-2 B-2 R-O R-O R-5 R-3 R-3 B-2M Subject properties 152 21192, Staff Report for the West Babcock Properties ZMA Page 6 of 33 Figure 3: Future Land Use Designations (2021 image) Urban Neighborhood Community Commercial Mixed-Use Subject properties 153 21192, Staff Report for the West Babcock Properties ZMA Page 7 of 33 Figure 4: Current Land Use (2021 image) Subject properties 154 Page 8 of 33 SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT Please note that these contingencies are necessary for the City to complete the process of the proposed amendment. Recommended Contingencies of Approval: 1. That all documents and exhibits necessary to establish the amended municipal zoning designation of B-2M shall be identified as the “2021 West Babcock Properties Zone Map Amendment”. 2. The applicant must submit a zone amendment map, titled “West Babcock Properties Zone Map Amendment”, acceptable to the Director of Public Works, as a PDF which will be utilized in the preparation of the Ordinance to officially amend the City of Bozeman Zoning Map. Said map shall contain a metes and bounds legal description of the perimeter of the subject property including adjacent rights-of-way, and total acreage of the property. 3. The Ordinance for the Zone Map Amendment shall not be drafted until the applicant provides an editable metes and bounds legal description prepared by a licensed Montana surveyor. SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS Having considered the criteria established for a zone map amendment, the Staff recommends approval as submitted. The Development Review Committee (DRC) considered the amendment on July 14, 2021. The DRC did not identify any infrastructure or regulatory constraints that would impede the approval of the application. The Zoning Commission held a public hearing on this zone map amendment on August 23, 2021 and forwarded its recommendation to the City Commission on the zone map amendment. The hearing will via WebEx. The meeting started at 6 p.m. The City Commission will hold a public hearing on the zone map amendment on September 21, 2021. The meeting will begin at 6 p.m. The meeting will conducted through WebEx. Instructions on joining the meeting will be included on the meeting agenda. SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS In considering applications for plan approval under this title, the advisory boards and City Commission must consider the following criteria (letters A-K). As an amendment is a legislative 155 21192, Staff Report for the West Babcock Properties ZMA Page 9 of 33 action, the Commission has broad latitude to determine a policy direction. The burden of proof that the application should be approved lies with the applicant. A zone map amendment must be in accordance with the growth policy (criteria A) and be designed to secure safety from fire and other dangers (criteria B), promote public health, public safety, and general welfare (criteria C), and facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements (criteria D). Therefore, to approve a zone map amendment the Commission must find Criteria A-D are met. In addition, the Commission must also consider criteria E-K, and may find the zone map amendment to be positive, neutral, or negative with regards to these criteria. To approve the zone map amendment, the Commission must find the positive outcomes of the amendment outweigh negative outcomes for criteria E-K. In determining whether the criteria are met, Staff considers the entire body of regulations for land development. Standards which prevent or mitigated negative impacts are incorporated throughout the entire municipal code but are principally in Chapter 38, Unified Development Code. Section 76-2-304, MCA (Zoning) Criteria A. Be in accordance with a growth policy. Criterion met. The BCP 2020, Chapter 5, p. 73, in the section titled Review Criteria for Zoning Amendments and Their Application, discusses how the various criteria in 76-2-304 MCA are applied locally. Application of the criteria varies depending on whether an amendment is for the zoning map or for the text of Chapter 38, BMC. The first criterion for a zoning amendment is accordance with a growth policy. Future Land Use Map The proposed amendment is a change to the zoning map. Therefore, it is necessary to analyze compliance with the future land use map. Chapter 3 of the BCP 2020 addresses the future land use map. The introduction to that chapter discusses the importance of the chapter. Following are some excerpts. “Future land use is the community’s fundamental building block. It is an illustration of the City’s desired outcome to accommodate the complex and diverse needs of its residents.” “The land use map sets generalized expectations for what goes where in the community. Each category has its own descriptions. Understanding the future land use map is not possible without understanding the category descriptions.” The area of this application is within the annexed area of the City and where there is anticipated redevelopment within the City as discussed below. As shown on the maps in Section 1, on the excerpt of the current future land use map, the property is designated as Community 156 21192, Staff Report for the West Babcock Properties ZMA Page 10 of 33 Commercial Mixed-Use. The Community Commercial Mixed-Use designation description reads: “The Community Commercial Mixed Use category promotes commercial areas necessary for economic health and vibrancy. This includes professional and personal services, retail, education, health services, offices, public administration, and tourism establishments. Density is expected to be higher than it is currently in most commercial areas in Bozeman and should include multi-story buildings. Residences on upper floors, in appropriate circumstances, are encouraged. The urban character expected in this designation includes urban streetscapes, plazas, outdoor seating, public art, and hardscaped open space and park amenities. High density residential areas are expected in close proximity. Developments in this land use area should be located on one or two quadrants of intersections of the arterial and/or collector streets and integrated with transit and non-automotive routes. Due to past development patterns, there are also areas along major streets where this category is organized as a corridor rather than a center. Although a broad range of uses may be appropriate in both types of locations, the size and scale is to be smaller within the local service areas. Building and site designs made to support easy reuse of the building and site over time is important. Mixed use areas should be developed in an integrated, pedestrian friendly manner and should not be overly dominated by any single use. Higher intensity uses are encouraged in the core of the area or adjacent to significant streets and intersections. Building height or other methods of transition may be required for compatibility with adjacent development. Smaller neighborhood scale areas are intended to provide local service to an area of approximately one half-mile to one mile radius as well as passersby. These smaller centers support and help give identity to neighborhoods by providing a visible and distinct focal point as well as employment and services. Densities of nearby homes needed to support this scale are an average of 14 to 22 dwellings per net acre.” The correlation between the future land use map of the growth policy and the zoning districts is presented in Table 4 of the Bozeman Community Plan 2020. As shown in the following Correlation with Zoning Table, both B-2 and B-2M districts are implementing district of the Community Commercial Mixed-Use category. 157 21192, Staff Report for the West Babcock Properties ZMA Page 11 of 33 Goals and Policies A zoning amendment is also evaluated against the goals and policies of the BCP 2020. Most of the goals and policies are not applicable to this application. Relevant goals and objectives have been identified by staff. Conflict with the text of the growth policy hasn’t been identified. The Short Term Action list on page 63 of the BCP 2020 describes 14 items to implement the growth policy. The first two relate to direct changes to the zoning map in support of listed goals and objectives. These include increasing the intensity of zoning districts in already developed areas. Beginning on page 71 of the BCP 2020 in the section titled Zoning Amendment Review, the document discusses how the City implements zoning for new areas, amendments to areas, and revisions to existing text. This section includes a discussion of when the City may initiate a zoning change to a more intensive district to increase development opportunities. This section demonstrates that the City, as a matter of policy, is supportive of more intensive zoning districts and development, even within already developed areas. This policy approach does not specify any individual district but does lean towards the more intensive portion of the zoning district spectrum. The Applicant argues the proposed zone change in accordance with the Growth Policy by stating, “… The area to be rezoned includes extensive frontage along West Babcock Street, a collector. The land use pattern that can be created on such an ideally served parcel would be able to support a wide range of uses. These include restaurants, retail, offices, mixed-use development, and residential units at higher densities, all within existing Bozeman service boundaries and developed in close proximity to facilitate the provision of services and employment opportunities to persons without requiring the use of an automobile. This mix of development at densities appropriate for a growing urban area is therefore grounded on tenets of the Community Plan. Moreover, the B-2M zoning proposed through this application fosters flexibility to address both current market trends and long term land use 158 21192, Staff Report for the West Babcock Properties ZMA Page 12 of 33 goals for the subject property. The Community Plan includes several goals and objectives that are broadly served through this application, including: Goal N-2: Pursue simultaneous emergence of commercial nodes and residential development through diverse mechanisms in appropriate locations. N-2.3 Investigate and encourage development of commerce concurrent with, or soon after, residential development. Actions, staff, and budgetary resources relating to neighborhood commercial development should be given a high priority. DCD-1.7 Coordinate infrastructure construction, maintenance, and upgrades to support infill development, reduce costs, and minimize disruption to the public. DCD-2.5 Identify and zone appropriate locations for neighborhood-scale commercial development. DCD-2.7 Encourage the location of higher density housing and public transit routes in proximity to one another. M-1.1 Prioritize mixed-use land use patterns. Encourage and enable the development of housing, jobs, and services in close proximity to one another. M-1.4 Develop safe, connected, and complementary transportation networks for pedestrians, bicyclists, and users of other personal mobility devices (e-bikes, electric scooters, powered wheelchairs, etc.).” N-1.11 Enable a gradual and predictable increase in density in developed areas over time. No conflicts with the Growth Policy have been identified. B. Secure safety from fire and other dangers. Criterion met. The subject property is currently served by City of Bozeman Fire and Police Departments. Future development of the property will be required to conform to all City of Bozeman public safety, building and land use requirements, which will ensure this criterion is met. The change from B-2 to B-2M is not likely to adversely impact safety from fire and other dangers. C. Promote public health, public safety, and general welfare. Criterion met. City development standards included in Chapter 38, Unified Development Code, building codes, and engineering standards all ensure that this criterion is met. Adequate water and sewer supply and conveyance provide for public health through clean water. Rapid and effective emergency response provides for public safety. The City’s standards ensure that adequate services are provided prior to building construction which advances this criterion. General welfare has been evaluated during the adoption of Chapter 38 and found to be advanced by the adopted standards. Provision of parks, control of storm water, and other 159 21192, Staff Report for the West Babcock Properties ZMA Page 13 of 33 features of the City’s development standards also advance the general welfare. Compliance with the BCP 2020 as described in Section 6, Criterion A, shows advancement of the well- being of the community as a whole. See also Criterion B. D. Facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements. Criterion met. The BCP 2020, page 74, says the following regarding evaluation of Section 4, Criteria B, C, & D for zoning amendments: “For a map amendment, all three of the above elements are addressed primarily by the City’s long range facility Plans, the City’s capital improvements program, and development standards adopted by the City. The standards set minimum sizing and flow requirements, require dedication of parks, provision of right of way for people and vehicles, keep development out of floodplains, and other items to address public safety, etc. It is often difficult to assess these issues in detail on a specific site. For example, at the time of annexation, the final intensity of development is unknown and it may be many years before development occurs and the impacts are experienced. The availability of other planning and development review tools must be considered when deciding the degree of assurance needed to apply an initial zoning at annexation.” The City conducts extensive planning for municipal transportation, water, sewer, parks, and other facilities and services provided by the City. The adopted plans allow the City to consider existing conditions; and identify enhancements needed to provide service to new development. See page 19 of the BCP 2020 for a listing. The City implements these plans through its capital improvements program (CIP). The CIP identifies individual projects, project construction scheduling, and financing of construction for infrastructure. Private development must demonstrate compliance with standards prior to construction. Dedication of school facilities is not required by municipal zoning standards. However, School District 7 will have opportunity to review and comment on future development. The subject properties are within the City’s land use, transportation, parks, and utility planning areas. Those plans show this property as developing within the City when development is proposed. As stated in 38.300.020.C, the designation of a zoning district does not guarantee approval of new development until the City verifies the availability of needed infrastructure. 38.300.020.C, “Placement of any given zoning district on an area depicted on the zoning map indicates a judgment on the part of the city that the range of uses allowed within that district are generally acceptable in that location. It is not a guarantee of approval for any given use prior to the completion of the appropriate review procedure and compliance with all of the applicable requirements and development standards of this chapter and other applicable policies, laws and ordinances. It is also not a guarantee of immediate 160 21192, Staff Report for the West Babcock Properties ZMA Page 14 of 33 infrastructure availability or a commitment on the part of the city to bear the cost of extending services.” E. Reasonable provision of adequate light and air. Criterion met. This criterion is not about individual preferences for a given degree of visual openness but about preservation of public health. The B-2M district provides adequate light and air through the Bozeman Unified Development Code’s standards for park and recreation requirements, on-site open space for residential uses, maximum building height, lot coverage, and setback requirements. The form and intensity standards, Division 38.320, provide minimum lot areas, lot widths, lot coverage and maximum floor area ratios, and prescribe require minimum separation from property lines and limits building heights. Section 38.520.030 requires building placement to ensure access to light and air. Division 38.420 and Section 38.520.060 require dedication of parks and on-site open spaces to meet needs of residents. The standards provide a reasonable provision of adequate light and air. In addition to the zoning standards, adopted building codes contain more detailed requirements for air circulation, window placement, and building separation that further ensure the intent of this criterion is satisfied. F. The effect on motorized and non-motorized transportation systems. Criterion met. The subject properties have not undergone subdivision review and are relics without full transportation network such as sidewalks, bike lanes, stormwater facilities, and similar infrastructure. Additionally, potential future development within a zoning district of B- 2M will likely affect the City’s motorized and non-motorized transportation system with increased traffic. Future development may require a Traffic Impact Study to identify the extent of increased traffic volumes and specify required infrastructure improvements to serve the development. However, the site is nestled in a robust existing transportation network. According to the Bozeman Transportation Master Plan, 2017 West Babcock is a designated Collector street, South 19th is a designated Principal Arterial street, and to the west south 15th Street is also a Collector street. The City’s current capital improvement program lists expansion of West Babcock Street as projects SIF118 and SIF149 which will create additional capacity in support of future development. Future development and redevelopment of the property will be required to comply with transportation-related standards and reviewed for impacts on the surrounding streets, intersections, and sidewalks, and improvements to the transportation network to serve the site, which will improve the overall transportation system. These improvements include provisions for non-motorized transportation systems. The change in zoning district will have minimal effect on required road improvements, pedestrian or bicycle facilities, or similar compliance with standards. 161 21192, Staff Report for the West Babcock Properties ZMA Page 15 of 33 The site has a Walk Score of 81, a Transit score of 21, and Bike Score of 81. Average walk score for the city as a whole is 48 out of 100. These values are provided by Walk Score, a private organization which presents information on real estate and transportation through walkscore.com. The algorithm which produces these numbers is proprietary. A score is not an indication of safety or continuity of services or routes. Scores are influenced by proximity of housing, transit, and services and expected ability, as determined by the algorithm, to meet basic needs without using a car. Sites located on the edge of the community have lower scores than those in the center of the community as the area is still under development and therefore diversity of uses is less than in fully established areas. There are no adopted development standards relating to the walk score. G. Promotion of compatible urban growth. Criterion met. The Bozeman Community Plan establishes a preferred and compatible development pattern. “The land use map sets generalized expectations for what goes where in the community… The land use categories and descriptions provide a guide for appropriate development and redevelopment locations for civic, residential, commercial, industrial, and other uses. The future land use designations are important because they aim to further the vision and goals of the City through promoting sustainability, citizen and visitor safety, and a high quality of life that will shape Bozeman’s future.” (Community Plan p. 51). The City’s future land use map designates the properties as Community Commercial Mixed- Use. These designations correlate with several zoning districts including the B-2M district proposed by the applicants. The districts were developed by the City to promote appropriate urban growth compatible with the areas of the City as identified on the future land use map. Based on the land use map designations and correlated zoning districts in the plan and proposed by the applicants, the zone map amendment would promote compatible urban growth. Also see the discussion in (H) below. The applicant provides additional support by stating, “The designation this site as B-2M offers additional design flexibility to and will offer future development to unfold compatible with development adjacent to the existing zones. The flexibility offered by B-2M zoning will allow the site to respond to and meet the demands of the surrounding neighborhoods, providing complimentary retail, commercial uses, offices, and restaurants to serve the needs of the community of Central Bozeman. All future design and construction will be compatible with the UDC site and design standards, further ensuring compatibility for this site.” H. Character of the district. Criterion met. Section 76-2-302, MCA says “…legislative body may divide the municipality into districts of the number, shape, and area as are considered best suited to carry out the purposes [promoting health, safety, morals, or the general welfare of the community] of this part.” Emphasis added. 162 21192, Staff Report for the West Babcock Properties ZMA Page 16 of 33 This proposal amends the zoning map and not the text. Therefore, no element of this amendment modifies the standards of any zoning district. The character of the districts as created by those standards remains intact. As noted above, the City Commission has latitude in considering the geographical extents of a zoning district. It is not expected that zoning freeze the character of an area in perpetuity. Rather, it provides a structured method to consider changes to the character. This is especially true when applying zoning to undeveloped areas as any new construction will alter the physical characteristics of the area. The City has defined compatible development as: “The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted growth policy. Elements of compatible development include, but are not limited to, variety of architectural design; rhythm of architectural elements; scale; intensity; materials; building siting; lot and building size; hours of operation; and integration with existing community systems including water and sewer services, natural elements in the area, motorized and non-motorized transportation, and open spaces and parks. Compatible development does not require uniformity or monotony of architectural or site design, density or use.” The City has adopted many standards to identify and avoid or mitigate demonstrable negative impacts of development. These will support the ability of future development in the proposed B-2M district to be compatible with adjacent development’s mixed-use characteristics and uphold the unique character of the area. The site has an existing commercial building, parking area with garage and a vacant lot. Adjacent uses are a car dealership, mixed use building primarily residential use currently being constructed to the east on Babcock Street (West Babcock Mixed Use, Application 19-061), gas station with Cosmic Pizza, and additional residential uses. See Figure 4: Current Land Uses. A review of the uses allowed in the proposed zones shows many similarities with existing and authorized uses in the surrounding area. Therefore, the change in zoning does not appear to conflict with the character of the area. I. Peculiar suitability for particular uses. Neutral. Future uses for construction on the site are not finalized at this time, so the suitability of the site for particular uses is not easily evaluated at this time. The proposed B-2M districts would provide for a more intensive development than the existing B-2 zoning generally allows. The property is bounded by B-2 zoning on the north, Residential Office to the west, R-3 residential zoning to the south, and B-2M on the east on Babcock Street. The B-2 and R-O districts allows a variety of sues while the R-3 is more restrictive focusing on residential uses with moderate density. The site includes redevelopment and infill opportunities. The proposed B-2M district can support many types of urban development that are likely to serve the 163 21192, Staff Report for the West Babcock Properties ZMA Page 17 of 33 immediate area as a result of its location and proximity to residential areas to the south. Final determination of suitability will occur during the site development process. J. Conserving the value of buildings. Criterion met. The site has an existing commercial building, parking area with garage and a vacant lot. B-2M zoning will allow for new and diverse development patterns on the subject parcel that compliment development on adjacent sites. Future development must comply with the Bozeman Unified Development Code which will ensure an appropriate scale and intensity of uses. As a result, the proposed zone map amendment is not anticipated to negatively impact nearby building values as the development pattern will be appropriate to the surrounding character of the district. The values of some buildings may improve in the future as new and improved amenities are provided to the area as the site is developed according to the proposed B-2M district, while other buildings’ values are unlikely to be impacted largely due to a robust real estate market and lack of unmitigated offensive uses allowed by the proposed zoning district. K. Encourage the most appropriate use of land throughout the jurisdictional area. Criterion met. As stated above, the BCP 2020 illustrates the most appropriate use of the land through the future land use map. This application complies with the BCP 2020 by proposing zone map amendments of districts that continue to implement the future land use map designations. In this case, urban mixed-use development have been identified by the community as the most appropriate types of development for the property. The Unified Development Code contains standards, protections and review processes to ensure the land is developed in ways that are appropriate to a site’s context and according to the BCP 2020. Similarly, as stated by the applicant, “The new zoning will allow for higher residential and commercial densities to be constructed on an infill site in a growing area of Bozeman. The City is in need of additional housing and retail/commercial services in proximity to established neighborhoods to accommodate demand and meet additional community needs. The Community Plan is also supportive of the appropriateness of the possible uses of the lands encompassed in the ZMA, as has been described in the response to Criteria A (above). The B- 2M zoning offers an opportunity to create neighborhood scale commercial development adjacent to a critical transit corridor and established residential neighborhoods, while providing for additional site design flexibility (i.e. lower parking requirements).” Spot Zoning Criteria Rezoning may, in certain factual circumstances, constitute impermissible “spot zoning.” The issue of whether a rezoning constitutes spot zoning was discussed by the Montana Supreme Court in Plains Grains LP v. Board of County Comm’rs of Cascade County and Little v. Bd. Of County Comm’rs, in which the Court determined that the presence of the following three conditions 164 21192, Staff Report for the West Babcock Properties ZMA Page 18 of 33 generally will indicate that a given situation constitutes spot zoning, regardless of variations in factual scenarios. 1. Is the proposed use significantly different from the prevailing land uses in the area? No. This criterion includes the modifier ‘significantly.’ It is not prohibited to have uses that are different. To be a Yes, the reviewer must demonstrate a ‘significant difference.’ The differences between B-2 and B-2M are small and not significant. Allowed uses are identical although their integration into a single building does vary. As noted above, parking requirements are considerably less in the B-2M district that the B-2 district. As a result, the proposed B-2M zoning designation would not result in primary uses of the site which are significantly different from prevailing land uses in the area. Finally, adjacent properties underwent a similar request and was found to be compliant with adopted plans and met the review criteria for rezoning to B-2M. 2. Is the area requested for the rezone rather small in terms of the number of separate landowners benefited from the proposed change? Yes. The proposed zoning change benefits one property owner. However, the B-2M zoning designation is an implementing district to the commercial land use designation and may be utilized by any other property owners who wish to employ the B-2M district to their respective property. In addition, there is no difference in permitted uses between a B-2 and B-2M district. As noted in the applicant response to this criterion, the proposed change will not inhibit potential development on adjacent properties. 3. Would the change be in the nature of “special legislation” designed to benefit only one or a few landowners at the expense of the surrounding landowners or the general public? No. No substantial negative impacts to the surrounding landowners or the general public have been identified due to this amendment. While the number of landowners who will directly benefit from the proposed zone map amendment is small (one), the proposed amendment is not at the expense of surrounding landowners or the general public. As discussed above in the various review criteria, no substantial negative impacts have been identified due to this amendment. The proposed B-2M zoning designation will allow for a variety of uses conducive to the Regional Commercial land use designation. Further, as discussed in Criterion A, the application is consistent both the City’s and the County’s growth policy. The growth policy is the overall land use policy for the community. Consistency with the growth policy demonstrates benefit to the general public. As discussed under Criterion D, the City’s development standards will require the applicant to provide the needed infrastructure to support any proposed development prior to construction of homes. Concurrency and adequacy of infrastructure remove most potential injury to others. 165 21192, Staff Report for the West Babcock Properties ZMA Page 19 of 33 As discussed in Criterion H, the application is similar and consistent with the existing and developing character of the area. Therefore, the amendment does not benefit the landowner at the expense of others. Development of the site in any manner will create additional demand for services and change the character of the site as a large lot single home. A change to an urban district does not inherently injure the surrounding landowners. PROTEST NOTICE FOR ZONING AMENDMENTS IN THE CASE OF WRITTEN PROTEST AGAINST SUCH CHANGES SIGNED BY THE OWNERS OF 25% OR MORE OF THE AREA OF THE LOTS WITHIN THE AMENDMENT AREA OR THOSE LOTS OR UNITS WITHIN 150 FEET FROM A LOT INCLUDED IN A PROPOSED CHANGE, THE AMENDMENT SHALL NOT BECOME EFFECTIVE EXCEPT BY THE FAVORABLE VOTE OF TWO-THIRDS OF THE PRESENT AND VOTING MEMBERS OF THE CITY COMMISSION. The City will accept written protests from property owners against the proposal described in this report until the close of the public hearing before the City Commission. Pursuant to 76-2-305, MCA, a protest may only be submitted by the owner(s) of real property within the area affected by the proposal or by owner(s) of real property that lie within 150 feet of an area affected by the proposal. The protest must be in writing and must be signed by all owners of the real property. In addition, a sufficient protest must: (i) contain a description of the action protested sufficient to identify the action against which the protest is lodged; and (ii) contain a statement of the protestor's qualifications (including listing all owners of the property and the physical address and legal description of the property), to protest the action against which the protest is lodged, including ownership of property affected by the action. Signers are encouraged to print their names after their signatures. A person may in writing withdraw a previously filed protest at any time prior to final action by the City Commission. Protests must be delivered to the Bozeman City Clerk, 121 North Rouse Ave., PO Box 1230, Bozeman, MT 59771-1230. APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND A zone map amendment requesting amendment of the City Zoning Map for an existing lots consisting of approximately 3.40 acres and the accompanying adjacent right-of way from B-2 (Community Business District) to B-2M (Community Business District- Mixed). The subject property was created by COS and deeds and have not undergone subdivision review. The subject properties host the Langor’s Flowerland building on the southeast corner of 19th and Babcock Street, a parking lot with an associated accessory building, and an 166 21192, Staff Report for the West Babcock Properties ZMA Page 20 of 33 undeveloped lot. A similar application was reviewed and approved one parcel to the east on Babcock Street. This application rezoned property from R-O (Residential Office) and B-2 (Community Commercial) to B-2M and gained approval to construct two mixed-use buildings hosting commercial shell space, parking, and storage on the ground floor and 94 residential units on the upper four floors. APPENDIX B - NOTICING AND PUBLIC COMMENT Notice was sent via US first class mail to all owners of property located inside the site and within 200 feet of the perimeter of the site. The project site was posted with a copy of the notice. The notice was published in the Legal Ads section of the Bozeman Daily Chronicle on July 25 and August 1, 2021. The Zoning Commission hearing is scheduled for August 9, 2021 and continued to August 23, 2021 and the City Commission public hearing is scheduled for September 21, 2021. There have been no comments as of the date this report was written. APPENDIX C - PROJECT GROWTH POLICY AND PROPOSED ZONING Adopted Growth Policy Designation: The property is designated as community commercial mixed use in the Bozeman Community Plan 2020 future land use map – see descriptions below. “Community Commercial Mixed Use.” The growth policy states that, “activities within this land use category are the basic employment and services necessary for a vibrant community. Establishments located within these categories draw from the community as a whole for their employee and customer base and are sized accordingly. A broad range of functions including retail, education, professional and personal services, offices, residences, and general service activities typify this designation. In the “center-based” land use pattern, Community Commercial Mixed Use areas are integrated with significant transportation corridors, including transit and non-automotive routes, to facilitate efficient travel opportunities. The density of development is expected to be higher than currently seen in most commercial areas in Bozeman and should include multi-story buildings…High density residential areas are expected in close proximity. Including residential units on sites within this category, typically on upper floors, will facilitate the provision of services and opportunities to persons without requiring the use of an automobile… Mixed use areas should be developed in an integrated, pedestrian friendly manner and should not be overly dominated by any single land use. Higher intensity employment and residential uses are encouraged in the core of the area or adjacent to significant streets and intersections. As needed, building height transitions should be provided to be compatible with adjacent development.” 167 21192, Staff Report for the West Babcock Properties ZMA Page 21 of 33 The Zoning Correlation Table on Page 58 of the Bozeman Community Plan, 2020 correlates zoning districts with the Growth Policy’s land use categories, demonstrating that the proposed zoning designation of B-2M correlates with the Growth Policy’s future land use designation of “Community Commercial Mixed Use”. Proposed Zoning Designation and Land Uses: The applicant has requested zoning of B-2M (Community Business District-Mixed). The intent of the B-2M district is “…to function as a vibrant mixed-use district that accommodates substantial growth and enhances the character of the city. This district provides for a range of commercial uses that serve both the immediate area and the broader trade area and encourages the integration of multi-household residential as a secondary use. Design standards emphasizing pedestrian oriented design are important elements of this district. Use of this zone is appropriate for arterial corridors, commercial nodes and/or areas served by transit”. 168 21192, Staff Report for the West Babcock Properties ZMA Page 22 of 33 Table 38.310.040.A Permitted general and group residential uses in residential zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards specific to the subject use in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B-2M B-3 UMU RE MU NEHMU 2 BP M-1 M-2 General sales Automobile, boat or recreational vehicle sales, service and/or rental — — — — — — P — P P — Automobile fuel sales or repair (38.360.070)* S S S S S S P — P P — Convenience uses (38.360.100)* — P P C C P P — — — — Heavy retail establishment (Retail, large scale - 38.360.150)* — P P C P C P — P P — Restaurants* P 3 P P P P P P 1,500sf — P 3 P 3 — 169 21192, Staff Report for the West Babcock Properties ZMA Page 23 of 33 Retail* • 0-5,000sf GFA P 4 P 4 P 4 P 4 P 4 P 4,5 A 6 C 7 A 6 A 6 C 7 A 6 C 7 — • 5,001-24,999sf GFA — P 4 P 4 P 4 P 4 P 4,5 A 6 C 7 A 6 A 6 C 7 A 6 C 7 — • 25,000sf-39,999sf GFA — P 4 P 4 P 4 P 4 — A 6 C 7 A 6 A 6 C 7 A 6 C 7 — • Over 40,000sf GFA (Retail, large scale - 38.360.150)* — P 4 P 4 — S — — — — — — Sales of alcohol for on-premises consumption (38.360.060) S 8 S 8 S 8 S 8 S 8,9 S 8,9 S 8 — C 8,10 C 8,10 — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (see table 38.310.030 for those not listed in this table). 3. Occupying not more than 20 percent of the gross floor area of a building or 1,500 square feet, whichever is less, or occupying not more than 45 percent of the gross floor area of a food processing facility. 4. Excluding adult businesses as defined in section 38.700.020 of this chapter. 5. Special REMU district conditions based on the amount of on-site retail uses: a. Retail uses greater than 5,000 square feet and less than or equal to 12,000 square feet are limited to no more than four structures per 100 acres of contiguous master planned development and subject to section 38.310.060.C. b. Retail uses greater than 12,000 square feet and less than or equal to 25,000 square feet are limited to no more than two structures per 100 acres of contiguous master planned development and subject to section 38.310.060.C. 6. Retail sales of goods produced or warehoused on site and related products, not to exceed 20 percent of gross floor area or 10,000 square feet, whichever is less. 7. Retail establishments as a primary use are conditionally permitted. 8. Also subject to chapter 4, article 2. 170 21192, Staff Report for the West Babcock Properties ZMA Page 24 of 33 9. No gaming allowed. 10. Sales of alcohol for on-premises consumption in the M-1 and M-2 districts are permitted with the following conditions: a. Restaurants serving alcoholic beverages are limited to those with state beer and wine licenses issued since 1997, prohibiting any form of gambling and occupying not more than 45 percent of the total building area of a food processing facility; and/or b. Retail sales for on-premises consumption of alcohol produced on site, not to exceed 10,000 square feet or 50 percent of the facility, whichever is less. Table 38.310.040.B Permitted services and temporary lodging uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. 5. Where a number with a "sf" reference appears below a P or C in the box, it means that the use is permitted or conditionally permitted up to the (maximum) listed square footage in gross building area. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B-2M B-3 UMU REMU NEHMU 2 BP M-1 M-2 Personal and general service Animal shelters — — — — — — C — S S — Automobile washing establishment* — P P C C C P — P P — 171 21192, Staff Report for the West Babcock Properties ZMA Page 25 of 33 Daycare—Family, group, or center* P 3 P 3 P 3 P 3 P 3 P 3 S/A S/A 4 C/A 4 C/A 4 C General service establishment* P P P P P P P C P C — Health and exercise establishments* P S P P P P P P C P P — Heavy service establishment* — P P C P C P — P P — Medical and dental offices, clinics and centers* P 3 S P 3 P 3 P 3 P 3 P 3 P P P P — Mortuary — S S S S — — — — — — Offices* P 3 S P 3 P 3 P 3 P 3 P 3 P P 5 P P — Personal and convenience services* P P P P P P A A A A — Truck repair, washing, and fueling services — — — — — — C — C P — Temporary lodging Bed and breakfast* — — — — — P C — — — — Short Term Rental (Type 1)* — P P P P P P — — — — Short Term Rental (Type 2)* — P P P P P P — — — — Short Term Rental (Type 3)* — P P P P P — — — — — 172 21192, Staff Report for the West Babcock Properties ZMA Page 26 of 33 Hotel or motel* — P P P P P 40,000sf P — P P — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (see table 38.310.030 for those not listed in this table). 3. Only lobbies for the applicable use are allowed on designated Storefront block frontages as set forth in section 38.510.020. 4. If primarily offering services to a single business or group of businesses within the same building or building complex. 5. Professional and business offices only. Table 38.310.040.C Permitted residential uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B-2M B-3 UMU REMU NEHMU 2 BP M-1 M-2 General residential Accessory dwelling unit (38.360.040) — — — — — P P — — — — Apartments* 3 P 4 P 4 P 5 P 5 P P A 6 — A 6 A 6 — 173 21192, Staff Report for the West Babcock Properties ZMA Page 27 of 33 Apartment buildings* 3 — C P P 5 P P — — — — — Cottage housing* (38.360.110) — — — — — P — — — — — Single household dwelling (38.360.210) — — — — — P P — — — — Three household dwelling or four-household dwelling (38.360.210) — — — — — P — — — — — Townhouses* 3 & rowhouses* (38.360.240) — C 7 P 7 P 7 — P 8 P — — — — Two-household dwelling (38.360.210) — — — — — P P — — — — Live-work units* P P P P P P P — — — — Ground floor residential C P 5 P 5 — — — — — — — Group residences Community residential facilities with eight or fewer residents* P 4 P 4, 5 P 4, 5 P 4, 5 P 4, 5 P P — — — — Community residential facilities serving nine or more residents* - C C — P P — — — — — Cooperative household* — — — — — P C — — — — Group living (38.360.150)* P 4 P 4 P 5 P 4 — P P — — — — Lodging houses* — C C 5 C 3 P P — — — — — 174 21192, Staff Report for the West Babcock Properties ZMA Page 28 of 33 Transitional and emergency housing and related services (38.360.135)* — S S S S S S S S — S Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (some of which aren't addressed in this table). 3. May be subject to the provisions of chapter 38, article 380. 4. When located on the second or subsequent floor, or basement as defined in section 38.700.030 of this chapter. Lobbies associated with residential uses are allowed on the ground floor. 5. Non-residential uses (except for lobbies associated with residential uses) are required on the ground floor to a minimum depth of 20 feet from front building façade on properties adjacent to designated storefront streets per section 38.500.010. 6. For the purpose of this section, accessory means less than 50 percent of the gross floor area of the building, and not located on the ground floor. 7. Five or more attached units. 8. Five or fewer attached units. Table 38.310.040.D Permitted industrial and wholesale uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B-2M B-3 UMU REMU NEHMU 2 BP M-1 M-2 175 21192, Staff Report for the West Babcock Properties ZMA Page 29 of 33 Industrial and Wholesale Junk salvage or automobile reduction/salvage yards — — — — — — — — — C — Manufacturing, artisan* P P P P 3 P P P P P P — Manufacturing (light)* — S S C 4 P 5 P 6 P P 5 P 5 P — Manufacturing (moderate)* — C C — — — P P P P — Manufacturing (heavy)* — — — — — — — — C P — Outside storage — — — — — — P A P P — Refuse and recycling containers A A A A A A A A A A — Warehousing* — — — — — — P — P P — Warehousing, residential storage (mini warehousing) (38.360.180)* — — — — — — P — P P — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (some of which aren't addressed in this table). 3. For uses in the downtown core as described below, a high volume, pedestrian-oriented use adjoining the building's entrance on Main Street is required. The downtown core includes those properties along Main Street from Grand to Rouse Avenues and to the alleys one-half block north and south from Main Street. 4. Except on the ground floor in the downtown core (those properties along Main Street from Grand to Rouse Avenues and to the alleys one-half block north and south from Main Street). 5. Completely enclosed within a building. 6. Limited to 5,000 square feet in gross floor area. Additional uses for telecommunication facilities are provided for in division 38.370 of this article. 176 21192, Staff Report for the West Babcock Properties ZMA Page 30 of 33 Table 38.310.040.E Permitted public, regional, recreational, cultural and accessory uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. 5. Where a number with a "sf" reference appears below a P or C in the box, it means that the use is permitted or conditionally permitted up to the (maximum) listed square footage in gross building area. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B-2M B-3 UMU REMU NEHMU 2 BP M-1 M-2 Public, educational, government and regional Business, trade, technical or vocational school — P P P 3 P P P P P P — Cemeteries* — — — — — — — — — — P Essential services (38.360.140) • Type I A A A A A A A A A A A • Type II P P P P P P P P P P P • Type III C 4 P P C 4 C C 4 P C P P P P Meeting hall - P P P P P — — — — — 177 21192, Staff Report for the West Babcock Properties ZMA Page 31 of 33 Production manufacturing and generation facilities (electric and gas) — — — — — — — — — S — Public and nonprofit, quasi- public institutions, e.g. universities, elementary junior and senior high schools and hospitals — — — — — — — — — — P Public buildings and publicly owned land used for parks, playgrounds and open space P— P— P P P P P P P P P Solid waste transfer station — — — — — — — — — C P Solid waste landfill — — — — — — — — — — C Truck, bus and rail terminal facilities — — — — — — P — P P — Recreational, cultural and entertainment Adult business (38.360.050)* — — — — — — — — P P — Amusement and recreational facilities — P P — P — P — P C — Arts and entertainment center* P P P P P P 12,000sf — — — — — Casinos — — — — — — — — C C — Community centers (38.360.080)* P P P P P P P P P P P Accessory and/or other uses Agricultural uses* — — — — — — — — — P — 178 21192, Staff Report for the West Babcock Properties ZMA Page 32 of 33 Home-based businesses (38.360.140)* A A A A A A A A A A — Other buildings and structures (typically accessory to permitted uses) A A A A A A A A A A A Temporary buildings and yards incidental to ongoing construction work — — — — — — A A A A — Any use, except adult businesses and casinos, approved as part of a planned unit development subject to the provisions of division 38.430 C C C C C C C C 5 C 5 C 5 — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (some of which aren't addressed in this table). 3. Only lobbies for the applicable use are allowed on designed Storefront block frontages as set forth in section 38.510.020. Otherwise, the applicable use is permitted when located on the second or subsequent floor, or basement, as defined in section 38.700.030 of this chapter. 4. Only allowed when service may not be provided from an alternative site or a less intensive installation or set of installations. 5. Also excludes retail, large scale uses. Additional uses for telecommunication facilities are provided for in division 38.370 of this article. APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF Owner: 414 Holdings, LLC, 1811 West Koch Street, Bozeman, MT 59715 Applicant: 414 Holdings, LLC, 1811 West Koch Street, Bozeman, MT 59715 Representative: Intrinsik Architecture, Inc., 111 North Tracy Avenue, Bozeman, MT 59718 Report By: Tom Rogers, Senior Planner 179 21192, Staff Report for the West Babcock Properties ZMA Page 33 of 33 FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this zone map amendment. ATTACHMENTS The full application and file of record can be viewed at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. West Babcock Properties Zone Map Amendment application materials. Application materials 180 19th & Babcock Rezoning Zone Map Amendment May 2021 181 2 May 2021 ZMA: 19th & Babcock Table of Contents 1. Application Information 2. Project Team 3. Narrative I. Project Overview II. Response to Zone Map Amendment Approval Criteria III. Response to Spot Zoning Criteria Appendices Appendix A: Legal Description Appendix B: Exhibits Exhibit A: Vicinity Map Exhibit B: Current Zoning Map Exhibit C: Future Land Use Map Exhibit D: Requested Zoning Plans Civil Exhibit 1: Zone Map Amendment (24 x 36) Exhibit 2: Zone Map Amendment (8.5 x 11) 182 3 May 2021 ZMA: 19th & Babcock 1. Application Information Included with this submittal are the A1, ZMA, and N1 forms for the requested Zone Map Amendment (ZMA) application. The calculated fee totals is outlined below. COMPONENT FEE QUANTITY TOTAL ZMA Base Fee $2,049.00 1 $2,049.00 Scaled Fee per Acre $58 3.13 $181.54 TOTAL $ 2,230.54 183 4 May 2021 ZMA: 19th & Babcock 2. Project Team APPLICANT 414 Holdings, LLC Attn: Christian James cjames@huntable.com 1811 West Koch Street Bozeman, MT 59715 p. 406.646.6789 REPRESENTITIVE 414 Holdings, LLC Attn: Christian James cjames@huntable.com 1811 West Koch Street Bozeman, MT 59715 p. 406.646.6789 PROJECT CONSULTANTS PLANNING Intrinsik Architecture, Inc. Attn: Ryan Krueger rkrueger@intrinsikarchitecture.com 111 North Tracy Avenue Bozeman, MT 59715 p. 406.582.8988 SURVEYING TD&H Engineering Attn: Colin Brady colin.brady@tdhengineering.com 234 East Babcock Street, Suite 3 Bozeman, MT 59715 p. 406.586.0277 184 5 May 2021 ZMA: 19th & Babcock 3. Narrative Executive Summary The applicant team is seeking to rezone four parcels from B-2 to B-2M zoning, The parcels located at the southwest corner and extend east of the intersection of South 19th Avenue and West Babcock Street. I. Project Overview The Applicant is requesting to rezone four separate parcels located near the geographic center of Bozeman from B-2 (Community Business District) to B-2M (Community Business District-mixed). This request encompasses the addresses: 102 South 19th Avenue, 1716 West Babcock Street, 1736 West Babcock Street, and 1804 West Babcock Street. All properties included in this request are designated as Community Commercial Mixed Use, which provides B-2 and B-2M zoning as implementing zones for this land use category. The properties included in this ZMA cover 3.13 gross acres (136,342 sf). The 102 South 19th Avenue and 1716 West Babcock Street parcels contain two existing buildings that have been used to support a number of different commercial uses. The 1736 and 1716 West Babcock Street parcels are also developed, and contain existing parking lots and accessory buildings associated with the current parking uses at these and adjacent sites. No change in use nor additional development is proposed concurrent with this ZMA. This rezone request demonstrates a vision for these properties, one that aligns with Bozeman’s Unified Development Code (UDC) and the Montana Code Annotated (MCA) Rezone Map Amendment approval criteria. The proposed zones offer additional 185 6 May 2021 ZMA: 19th & Babcock options for creative community design and neighborhood development, and the application narrative below lays out this reasoning. II. Responses to ZMA Approval Criteria Below are responses to the ZMA approval criteria (Section 76-2-304, MCA) that address how the project relates to and meets the criteria outlined for the approval of a zone change. A. Is the new zoning designed in accordance with the Community Plan? Response: Yes The Community Plan Future Land Use Map designates this area as Community Commercial Mixed Use (CCMU), which authorizes B-2M as an implementing zoning district. This application shows how the proposed ZMA aligns with the effective Community Plan. The area to be rezoned includes extensive frontage along West Babcock Street, a collector. The land use pattern that can be created on such an ideally served parcel would be able to support a wide range of uses. These include restaurants, retail, offices, mixed-use development, and residential units at higher densities, all within existing Bozeman service boundaries and developed in close proximity to facilitate the provision of services and employment opportunities to persons without requiring the use of an automobile. This mix of development at densities appropriate for a growing urban area is therefore grounded on tenets of the Community Plan. Moreover, the B-2M zoning proposed through this application fosters flexibility to address both current market trends and long term land use goals for the subject property. The Community Plan includes several goals and objectives that are broadly served through this application, including: Goal N-2: Pursue simultaneous emergence of commercial nodes and residential development through diverse mechanisms in appropriate locations. N-2.3 Investigate and encourage development of commerce concurrent with, or soon after, residential development. Actions, staff, and budgetary resources relating to 186 7 May 2021 ZMA: 19th & Babcock neighborhood commercial development should be given a high priority. DCD-1.7 Coordinate infrastructure construction, maintenance, and upgrades to support infill development, reduce costs, and minimize disruption to the public. DCD-2.5 Identify and zone appropriate locations for neighborhood -scale commercial development. DCD-2.7 Encourage the location of higher density housing and public transit routes in proximity to one another. M-1.1 Prioritize mixed-use land use patterns. Encourage and enable the development of housing, jobs, and services in close proximity to one another. M-1.4 Develop safe, connected, and complementary transportation networks for pedestrians, bicyclists, and users of other personal mobility devices ( e-bikes, electric scooters, powered wheelchairs, etc.). B. Will the new zoning secure safety from fire and other dangers? Response: Yes The subject property is currently located within the jurisdiction of the City of Bozeman Fire and Police Departments, and the service area of American Medical Response ambulances. Future site development will conform to City of Bozeman public safety, building, and land use requirements in compliance with the UDC, as well as all applicable building codes to help secure safety from fire and dangers. The zone change is therefore unlikely to adversely impact Site safety. C. Will the new zoning promote public health, public safety and general welfare? Response: Yes This infill project site lies within the City’s sewer, storm water and water facility plan boundaries. Future submittals will be reviewed for compliance with the City’s codes to ensure appropriate levels of transportation, water, sewer, schools, and parks are provided. Site plans, subdivision proposal, or other development applications will ensure adequate capacity for all required municipal services. As is stated in in the UDC, the designation of a zoning district does not guarantee approval of proposed development plans until the City can verify the availability of needed infrastructure and 187 8 May 2021 ZMA: 19th & Babcock services. D. Will the new zoning facilitate the adequate provision of transportation, water, sewerage, schools, parks, and other public requirements? Response: Yes The project site lies within the sewer, storm water, and water facility plan boundaries. Public transportation, water, sewerage, schools, parks and other public requirements are available onsite or in proximity to the site. Required public improvements will allow for increased connectivity, including incremental additions of sidewalks and public improvements providing pedestrian access and non-automotive transit options that encourage connectivity to adjacent neighborhoods and existing uses. All future development of the property will meet the public requirements as specified in the applicable City standards. City water and sewer lines are already located adjacent to or within the proposing zoning boundaries. All development will be required to create sufficient parks and recreation facilities (or make a payments in-lieu) upon future development. Future applications for subdivision and site plan review will specify how they meet public requirements necessary to serve this development. Adequate provision of services will be necessary to allow for future construction approval. E. Will the new zoning provide reasonable provision of adequate light and air? Response: Yes Bozeman’s UDC contains prescriptive form and intensity standards for structural setbacks, height limits, lot coverage, setbacks, landscaping and buffers, and maximum lot coverage, each of which contribute to the reasonable provision of adequate light and air. Any future development of the property will be required to conform to building requirements and City standards for setbacks, height, lot coverage, and buffering which ensure that residents have an adequate amount of light and air. Open spaces, in addition to parks, are required with all future development and will be addressed during future applications. F. Will the new zoning have an effect on motorize and non -motorized transportation systems? Response: This criterion has been met. Future development offers the ability to 188 9 May 2021 ZMA: 19th & Babcock modernize and streamline multi-modal transit options, including pedestrian connections and bicycle routes. Although the proposed zone change brings the potential of increased traffic, its proximity to major thoroughfares (e.g. Huffine Line and 19th Avenue) allow for the dispersion of traffic through the transit network. Moreover, future site development will create additional site infrastructure to serve the needs of the motorized and non-motorized site users. All future development will be in compliance with the UDC and applicable engineering standards. Additionally, subsequent submittals will include appropriate traffic impact analysis that include review of current and future transportation capacity. The installation of required road improvements will further offset negative traffic impacts. G. Does the new zoning promote compatible urban growth? Response: Yes The City of Bozeman has adopted a variety of standards to ensure compatibility. Compatible Development and Compatible Land Use are defined in within the Unified Development Code as follows: • Compatible Development - The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted Community Plan. Elements of compatible development include, but are not limited to, variety of architectural design; rhythm of architectural elements; scale; intensity; materials; building siting; lot and building size; hours of operation; and integration with existing community systems including water and sewer services, natural elements in the area, motorized and non-motorized transportation, and open spaces and parks. Compatible development does not require uniformity or monotony of architectural or site design, density or use. • Compatible Land Use - A land use which may by virtue of the characteristics of its discernible outward effects exist in harmony with an adjoining land use of differing character. Effects often measured to determine compatibility include, but are not limited to, noise, odor, light and the presence of physical hazards such as combustible or explosive materials. The term “compatible development” includes several elements that aid in 189 10 May 2021 ZMA: 19th & Babcock identifying compatibility and compatible urban development. It is also important to note that the definitions for “compatible development” does not require uniformity of the development pattern or design. The designation this site as B-2M offers additional design flexibility to and will offer future development to unfold compatible with development adjacent to the existing zones. The flexibility offered by B-2M zoning will allow the site to respond to and meet the demands of the surrounding neighborhoods, providing complimentary retail, commercial uses, offices, and restaurants to serve the needs of the community of Central Bozeman. All future design and construction will be compatible with the UDC site and design standards, further ensuring compatibility for this site. H. Does the new zoning promote the character of the district? Response: This criterion has been met. The character of any zoning district does not remain stagnant, however future development should promote the character of the district as defined in the Community Plan. The zoning proposed through this application has been shown to be in accordance with the effective Community Plan (see the response to Criteria A , above). Moreover, the Community Plan details which land use categories are authorized to implement each zoning district. B-2M is an authorized zones within the CCMU land use category, and the new zoning is in accordance with the Community Plan goals and objectives, and the Future Land Use Map (Please see Appendix C, Exhibit D). Taken as a whole, this indicates that the proposal will promote the character of the adjacent district as required. As noted in Criterion G above, this application shows conformance with the City’s definition of compatible development. Moreover, the City has adopted many standards within the Unified Development Code to identify and mitigate demonstrable negative impacts of future development. These support the ability of future development within each of the proposed zones to be reviewed for compatibility at the time development is proposed. As the district adjacent to these sites is evolving, the character of the area has not yet been fully realized, and this development is intended to compliment the overall character of this area. I. Does the new zoning address the affected area’s peculiar suitability for particular uses? 190 11 May 2021 ZMA: 19th & Babcock Response: This criterion has been met. All properties lie adjacent to existing access to public utilities and municipal services. Future development of the site will enable development of important connection points for the transportation system, including continuation of the sidewalk network along West Babcock. The site is capable of supporting a diverse array of uses, and the proposed zones demonstrate a preferable arrangement of these possible future uses. The proposed B-2M Zoning District is appropriate for this location and allows for the construction of commercial or mixed-used developments on an infill site. B-2M Zoning District is also imagined to encourage support services and employment opportunities that correspond to possible uses within the site and between adjacent sites. J. Was the new zoning adopted with a view to conserving the values of buildings? Response: This criterion has been met. The new zoning, once adopted, will not negatively impact the existing notable buildings at this location. The existing buildings adjacent to 19th Avenue are to remain, while development of the parking lots will see these parcels reach a higher and better use. The storage sheds and similar structures are not significant to the property and may be removed to facilitate site development. K. Does the new zoning encourage the most appropriate use of land throughout the jurisdictional area? Response: This criterion has been met. The new zoning will allow for higher residential and commercial densities to be constructed on an infill site in a growing area of Bozeman. The City is in need of additional housing and retail/commercial services in proximity to established neighborhoods to accommodate demand and meet additional community needs. The Community Plan is also supportive of the appropriateness of the possible uses of the lands encompassed in the ZMA, as has been described in the response to Criteria A (above). The B-2M zoning offers an opportunity to create neighborhood scale commercial development adjacent to a critical transit corridor and established residential neighborhoods, while providing for additional site design flexibility (i.e. lower parking requirements). 191 12 May 2021 ZMA: 19th & Babcock III. Response to Spot Zoning Criteria A. Are the requested zoning designation and potential uses significantly different from the prevailing uses in the area? Response: No, therefore this criterion has been met. Three of these parcels are developed with buildings and parking lots. These properties are edged on the north by West Babcock Street, a collector, while the properties to the south are developed with a wide variety of residential uses. however the northern boundary lies adjacent to developed residential land uses. The proposed B-2 zoning that encompasses all four parcels is not significantly different than B-2M, and the uses contained within B-2M are not significantly different that those allowed in B-2. Bozeman’s Zoning District’s have been purposefully developed to include a variety of uses within each district. Future development of the site will be proposed in compliance with all B-2M Zoning District requirements, and this possible future development will not alter the prevailing uses in the area. B. Does the requested zoning designation benefit a small area and only one or a few landowners, or does the requested zoning benefit the surrounding neighborhood, community and general public? Response: This criterion has been met. As described in Criterion A above, the amendment advances the overall policies of the Bozeman Community Plan (Community Plan). It follows that alignment with the Plan shows that the requested zoning would therefore benefit the community and the general welfare. Moreover, the proposed zoning does not inhibit potential development of adjacent properties, which further supports the planning goals of the community. 192 13 May 2021 ZMA: 19th & Babcock C. Is the requested zoning designation compatible with the zoning district’s plan or is it special legislation designed to benefit only one or a few landowners at the expense of the surrounding land owners? Response: This criterion has been met. This amendment does not come at the expense of surrounding landowners or the general public. No substantial negative impacts resulting from this zone map amendment have been identified. Future site development has the potential to create to new commercial and housing opportunities for residents of Bozeman. The new development will also provide new transportation links and public infrastructure improvements are likely to contribute to the community as a whole. As has been shown, the application is consistent with the Community Plan. Here again, the Community Plan is the overall land use policy for the City and consistency with the Plan demonstrates benefit to the general public. This request is also consistent with the existing and supposed future character of the area, further evidence that the amendment does not benefit the landowner at the expense of others. Future site development will change the character of the site from its current state, however the change in zoning does not specifically cause harm to the surrounding landowners. 193 19th & Babcock Rezoning Zone Map Amendment 102 South 19th & 1804, 1736 & 1716 West Babcock Zone Map Amendment from B-2 to B-2M B-2 3.13 AC Multiple Mixed 2 NA NA NA NA NA NA NA X X 194 414 Holdings, LLC 1811 West Koch Street, Bozeman Montana 59715 cjames@huntable.com 406-646-6789 414 Holdings, LLC 1811 West Koch Street, Bozeman Montana 59715 cjames@huntable.com 406-646-6789 Intrinsik Architecture (Attn: Ryan Krueger) 111 North Tracy Avenue, Bozeman Montana 59715 rkrueger@Intrinsikarchitecture.com 406-582-8988 414 Holdings, LLC (Christian James) 414 Holdings, LLC (Christian James) Ryan Krueger 195 X 196 414 Holdings, LLC (Christian James) 197 414 Holdings, LLC (Christian James) 198 N 19th & Babcock Rezoning 199 N 19th & Babcock Rezoning 200 N 201 N 19th & Babcock Rezoning 202 203 Memorandum REPORT TO:City Commission FROM:Bernie Massey, Assistant Treasurer Laurae Clark, Treasurer Kristin Donald, Finance Director SUBJECT:Resolution 5279 Annual Lighting Assessments for Fiscal Year 2022 MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Approve Resolution 5279 for Annual Lighting Assessments for Fiscal Year 2022 STRATEGIC PLAN:7.5. Funding and Delivery of City Services: Use equitable and sustainable sources of funding for appropriate City services, and deliver them in a lean and efficient manner. BACKGROUND:The City pays the associated power bills and scheduled system maintenance for all lighting districts. We then recover the costs paid by the city in the previous fiscal year by assessing property owners in each of the lighting districts for their proportionate share. MCA 7-12-4332. Resolution to provide for assessment of maintenance costs. It shall be the duty of the city or town council to estimate, as nearly as practicable, the cost of maintaining such lights and furnishing electrical current therefore each year and the portion thereof to be assessed against the property embraced within the district and, before the first Monday in October, to pass and finally adopt a resolution levying and assessing said property within said district with an amount equal to the proportion of the cost of such maintenance and electrical current so determined to be especially assessed against said property. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:As suggested by the City Commission. Attachments: Lighting District Resolution FY22.pdf Schedule A.pdf 204 Report compiled on: September 9, 2021 205 Version April 2020 RESOLUTION 5279 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, LEVYING AND ASSESSING MAINTENANCE AND ELECTRICAL CURRENT COSTS FOR SPECIAL IMPROVEMENT LIGHTING MAINTENANCE DISTRICTS OF THE CITY OF BOZEMAN. WHEREAS, certain lighting maintenance districts have been created with the City of Bozeman and; WHEREAS, state law provides for assessing the costs of maintaining lights and furnishing electrical current annually within these lighting maintenance districts and; WHEREAS, Section 7-12-4332, M.C.A. provides that the City shall pass a resolution levying and assessing maintenance costs. NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 Districts and Assessments. The lighting maintenance districts and assessments to defray one hundred percent (100%) of all the costs of maintenance and lighting are hereby levied and assessed against the property and several lots, pieces and parcels thereof within the lighting maintenance districts as listed and described on Schedule “A” and Schedule “B”, attached hereto, and by this reference, said schedules are made a part hereof. 206 Version April 2020 Section 2 Lot or Parcel Description. That a particular description of each lot, piece, or parcel of land with the name of the owner thereof, the total number of square feet of said property and the sum assessed and levied against such property and owner, or either, is set forth in the Schedule of each district as specified and identified in Schedule “B”. Section 3 Period of Assessment. That said assessment is to defray costs for Fiscal Year 2022 (July 1, 2021 through June 30, 2022). Section 4 Disposition of Collections. That the assessments as collected shall be placed in the respective lighting maintenance funds and shall be used to defray the cost of maintenance and lighting as provided by law. Section 5 Notice of Hearing. That the regular meeting of the Commission of the City of Bozeman to be held on the 21st day of September, 2021 at 6:00 p.m., at the Commission Room, City Hall, 121 N Rouse Ave., in the City of Bozeman, be designated as the time and place at which objections to the final approval of this Resolution will be heard and considered by said Commission. Section 6 Notice. That the City Clerk of the City of Bozeman, published in the Bozeman Daily Chronicle on September 12, 2021 and September 19, 2021, a notice signed by said Clerk as such, stating that this Resolution levying and assessing the several amounts set forth in the schedule attached hereto and made a part of as aforesaid and for the purposes herein will be passed and 207 Version April 2020 approved by the Commission of the City of Bozeman and is on file in the office of said City Clerk; that said Notice shall be so published, and such publication shall be made not less than five (5) days before the date set by the Commission for hearing of objections and the final approval this Resolution. Section 7 Certification. The City Clerk is hereby directed upon final passage and approval of this resolution to certify a copy thereof to the City Finance Director of the City of Bozeman, Montana, as provided by law. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the _____ day of ________, 20____. ___________________________________ CYNTHIA L. ANDRUS Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 208 Lighting District Assessment Summary October 2021 District Number Fund Number Current Year's Assessment 284 146 7,110.00$ 288 147 590.00$ 290 148 620.00$ 295 149 16,200.00$ 361: Includes area of 288 and 290 150 2,000.00$ 362 151 3,800.00$ 388 152 5,800.00$ 400 153 1,700.00$ 420 154 1,500.00$ 423 155 1,400.00$ 453 156 5,200.00$ 459 157 24,000.00$ 460 158 7,200.00$ 461 159 2,500.00$ 462 160 2,225.00$ 479 161 5,400.00$ 480 162 31,500.00$ 484 163 1,400.00$ 490 164 860.00$ 491 165 700.00$ 508 166 11,800.00$ 556 167 690.00$ 572 168 465.00$ 618 169 915.00$ 637 170 16,500.00$ 670 181 5,400.00$ 671 182 15,000.00$ 672 200 17,800.00$ 673 201 3,800.00$ 679 203 10,600.00$ 680 216 16,500.00$ 681 202 9,400.00$ 682 204 10,600.00$ 685 205 7,000.00$ 686 206 13,500.00$ 687 207 25,000.00$ 688 208 39,000.00$ 689 209 10,000.00$ 690 210 39,200.00$ 691 211 20,000.00$ 692 212 11,500.00$ 693 213 200.00$ 694 214 2,600.00$ 695 215 1,400.00$ 696 217 4,500.00$ 697 218 3,300.00$ 698 219 4,600.00$ 699 220 2,800.00$ 209 700 221 200.00$ 701 222 10,000.00$ 702 223 200.00$ 703 224 6,000.00$ 704 225 3,600.00$ 705 226 -$ 707 228 4,800.00$ 708 229 -$ 709 0 -$ 710 0 -$ 711 232 4,000.00$ 712 233 3,000.00$ 714 234 200.00$ 715 235 3,500.00$ 716 236 2,000.00$ 719 239 1,200.00$ 720 240 1,200.00$ 721 241 3,000.00$ 722 242 700.00$ 725 237 400.00$ 728 243 2,000.00$ 730 245 12,000.00$ 734 244 1,000.00$ 736 253 200.00$ 743 249 500.00$ 749 238 225.00$ 751 251 1,200.00$ 752 250 2,500.00$ 755 246 400.00$ 757 247 200.00$ 758 248 200.00$ 760 252 200.00$ Grand Total Billed:490,400.00$ 210 Memorandum REPORT TO:City Commission FROM:Jesse DiTommaso, Deputy City Clerk Mike Maas, City Clerk SUBJECT:Appointment to the Police Commission MEETING DATE:September 21, 2021 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:I move to appoint one member with a term expiring April 30, 2024 to the Police Commission. STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the community in city government, innovating methods for inviting input from the community and stakeholders. BACKGROUND:The Police Commission currently has one position with an expired term as of April 30, 2021. One term renewal application. The Police Commission is created under Section 7-32-4151, Montana Code Annotated. The three-member board is appointed by the City Manager, with the concurrence of the City Commission, and is comprised of those who are “residents of such city or town who shall have the qualifications required by law to hold a municipal office therein." Members are appointed to staggered three-year terms. Under Section 7-32- 4152, M.C.A., one member must be appointed annually at the first regular meeting of the City Commission in May. Section 7-32-4154, MCA describes the role of police commission in examination of applicants for police force; and, Section 7-32-4155, MCA describes the role of police commission in hearing and deciding appeals brought by police officers. The Police Commission conducts hearings and decides on appeals brought by any member of the Police Department who has been disciplined, suspended, removed, or discharged. This board currently has one available position. The City Clerk’s Office has received one qualifying application, with their relevant qualifications indicated below. 211 1. One position with a term ending April 30, 2024 | Qualifies J. Drummond Applicant: Jim Drummond There is no City Commission Liaison for this board. Police Commission appointments are City Manager appointments with the concurrence of the City Commission. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:None. Attachments: 08-16-21 CAB Applcation - J. Drummond - Reapplicant.pdf Report compiled on: September 9, 2021 212 From:webadmin@bozeman.net To:Agenda Subject:Citizen Advisory Board Application Date:Monday, August 16, 2021 3:56:09 PM A new entry to a form/survey has been submitted. Form Name:Citizen Advisory Board Application Date & Time:08/16/2021 3:55 PM Response #:354 Submitter ID:42292 IP address:71.15.210.178 Time to complete:16 min. , 16 sec. Survey Details Page 1 WELCOME Thank you for your interest in joining a Citizen Advisory Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the decision-making process. If you are applying for more than one vacancy please submit an individual application for each vacancy. Questions about this process can be directed to the City Clerk's office or by phone at 406-582- 2320. CONTACT INFORMATION The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please notify the City Clerk's Office if your email address changes for any reason. Please note that your application will become public information. All required fields are marked with a red asterisk *. STANDARDS OF CONDUCT Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency (Bozeman Municipal Code, Section 2.03.490.C.). Applicant Information 213 First Name Jim Last Name Drummond Physical Address 2125 Baxter Drive PO Box (if different from physical address) Not answered City Mt State Montana Zip Code 59715 Primary Phone (406) 539-7213 Additional Phone (406) 587-8706 Current Occupation retired Employer Stockman Bank of Mt-retired Email banker4hire@hotmail.com Which position are you applying for? (○) Police Commission Do You Live in the City Limits? (Some positions do require you live within Bozeman city limits while others do not.) (○) Yes How long have you lived in the Bozeman Area? (○) 11 years or more Have you ever served on a City or County Board or Commission? (○) Yes (If Yes, where and how long?) Bozeman Police Commission >30 years, Downtown TIF Board Please explain your relevant qualifications, interests and experiences: I am a Bozeman native with an undergraduate degree in Ag Econ, and an MPA from Montana State University. I have been active in many community and statewide non profit and professional organizations and have led two different local banks during my 40 year banking career. I retired 4 years ago, and was recently elected to the Stockman Bank of Montana board of directors. I am currently serving on the HRDC capital campaign committee for the Griffin Place project, an active Score mentor providing voluntary advice to new or struggling local businesses, am on the board of the Friends of the Bozeman Veterans Court, and am an active participant in the "old guy waterhole" that I write about once a month for the Bozeman Chronicle Prime Magazine. Admittedly I have been on the Bozeman Police Commission for a long time. In my early years of service the Police Commission was much more involved in the operations of the department. At one time the commission was charged with hearing community member complaints or suggestions, offering advice to staff, hearing officer complaints about personnel decisions, interviewing potential new hires, and serving on promotion boards. Due to many police commissions around the state being overly involved in departmental management, the role of the Police Commissions was modified by the Montana Legislature limiting the commissions to hearing office appeals and signing off on new hires. I believe that a significant value I bring to the commission is my experience as a police commissioner. Historically I have assisted in educating and and guiding other commission members to understand our statutory role as commissioners as specified in 7-32-4151 through7-32-4164 M.C.A. While it has been many years since the commission has adjudicated an 214 officer appeal, I believe that I can make an impartial decision upon review of the facts if the commission is called upon to convene in the future. I recognize that it is important for commissioners to "keep an ear" to the ground in the community and share interesting findings with the Chief, but understand that the commission has no authority to become involved in the operations of the department. That is the role of departmental leadership, those trained in law enforcement, and city administration. I would also hope that as appointments are made to city boards and commissions, that some consideration be given to representation by community members whose family roots run long and deep in our community. Thank You. References: Please provide name, phone, and email contact information for two references. Reference 1 Judge Karl Seel Bozeman Municipal Court 615 South 16th Avenue #123 Bozeman Mt. 59715 406-582-2040 Reference 2 Marty Lambert Gallatin County Attorney 615 South 16th Bozeman Mt. 59715 406-582-3745 The Bozeman City Charter, voted in by the citizens of Bozeman in 2008, requires annual ethics training. If appointed, do you understand you will be expected to take online and in person ethics training? (○) Yes How did you hear about this board or vacancy? current member Is there any other information that you feel we need to know? Not answered If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Mike Gray, at 582-3232 (TDD 582-2301). Please note that for most Citizen Advisory Boards, materials are distributed electronically for each meeting. Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which are electronically archived and available to the public. Thank you, City Of Bozeman 215 This is an automated message generated by Granicus. Please do not reply directly to this email. 216