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HomeMy WebLinkAbout03-07-22 CDB Agenda and Packet MaterialsA.Call to Order - 6:00 pm Via Webex: 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 • Call-in toll number (US/Canada): 1-650-479-3208 • Access code: 2556 070 0347 Public Comment: If you are interested in commenting in writing on items on the agenda, please send an email to agenda@bozeman.net prior to 4:00pm on Monday, March 7, 2022. You may also comment by visiting the City's public 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 someone will call you during the meeting to provide an opportunity to comment. You may also send the above information via text to 406-224-3967. As always, the meeting will be streamed through the City's video page (click the Streaming Live in the drop down menu), and available in the City on cable channel 190. B.Disclosures C.Changes to the Agenda D.Approval of Minutes D.1 Approval of Minutes from the February 28, 2022 Meeting (Happel) E.Consent Items E.1 21351 9Ten Mixed Use Site Plan. Design review for a site plan application for 100 residential condominiums in 1, 2, and 3 bedroom configurations, and commercial storefront space in 2 buildings off the corner of West Aspen Street and North 8th Avenue behind the U-Haul property.(Garber) THE COMMUNITY DEVELOPMENT BOARD OF BOZEMAN, MONTANA CD AGENDA Monday, March 7, 2022 1 F.Public Comments G.Special Presentations G.1 Training Regarding Role of Community Development Board When Acting as the Design Review Board(Saunders) H.Action Items H.1 Review and Comment on the Billings Clinic Bozeman Medical Campus Planned Unit Development (PUD) Concept Plan.(Montana) H.2 Annexation and initial zoning application 21409 requesting annexation of 97.26 acres and amendment to the City Zoning Map for the establishment of a zoning designation of B-2M (Community Business-Mixed District) on 50.4 acres and REMU (Residential Emphasis Mixed- Use District) on 48.13 acres.(Rogers) H.3 Lumberyard Zone Map Amendment to the City Zoning Map to Rezone Approximately 12 Acres From B-2 (Community Business District) to B-2M (Community Business District - Mixed) Including Adjacent Street Right of Way, Site is Located North of Patrick Street and West of N. 11th Avenue, Application 21458(Saunders) H.4 The Carroll on Main zone map amendment requesting amendment of the City Zoning Map for two existing lots consisting of approximately 7.33 acres and the accompanying adjacent right-of way from B-2 (Community Business District) to B-2M (Community Business District- Mixed).(Rogers) I.FYI/Discussions I.1 Upcoming Items for March 21, 2022 Community Development Board meeting.(Saunders) J.Adjournment For more information please contact Anna Bentley, abentley@bozeman.net. General information about the Community Development Board is available in our Laserfiche repository. This board generally meets the first and third Monday of the month from 6:00 pm to 8:00 pm. Citizen Advisory Board meetings are open to all members of the public. If you have a disability and require assistance, please contact our ADA coordinator, Mike Gray at 406-582-3232 (TDD 406-582- 2301). 2 Memorandum REPORT TO:Community Development Board FROM:Taylor Chambers - Community Development Technician III SUBJECT:Approval of Minutes from the February 28, 2022 Meeting MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Minutes RECOMMENDATION:I move to approve the meeting minutes from February 28, 2022 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:None UNRESOLVED ISSUES:None ALTERNATIVES:1. Approve meeting minutes with corrections. 2. Do not approve meeting minutes. FISCAL EFFECTS:None Attachments: CD Board Special Meeting Minutes 02-28-22 DRAFT.pdf Report compiled on: March 2, 2022 3 Bozeman Community Development Meeting Minutes, 02-28-22 Page 1 of 3 THE COMMUNITY DEVELOPMENT BAORD MEETING OF BOZEMAN, MONTANA MINUTES Monday, February 28, 2022 A) 00:03:57 Call to Order - 6:00 pm Present: Brady Ernst, Nicole Olmstead, John Backes, Padden Guy Murphy, Stephen Egnatz, Jennifer Madgic Absent: Gerald Pape, Allison Bryan, Henry Happel B) 00:05:11 Disclosures C) 00:05:28 Changes to the Agenda D) 00:05:40 Approval of Minutes D.1 Approval of minutes from 01-24-22 and 02-07-22 CD Board Meeting Minutes 02-07-22 DRAFT.pdf CD Board Meeting Minutes 01-24-22 DRAFT.pdf Board member Egnatz requested a change to the minutes from 01-24-22 stating that he and Commissioner Madgic voted "no" on action item F.2 00:08:09 Motion To approve the minutes from January 24th, 2022 and February 7th, 2022 with changes to the January 24th minutes as stated by Chris regarding how Chris and myself [Commissioner Madgic] voted on the Lamme item. Jennifer Madgic: Motion John Backes: 2nd 00:08:51 Board member Bryan joined the meeting. Present: Allison Bryan, Brady Ernst, Nicole Olmstead, John Backes, Padden Guy Murphy, Stephen Egnatz, Jennifer Madgic Absent: Gerald Pape, Henry Happel 4 Bozeman Community Development Meeting Minutes, 02-28-22 Page 2 of 3 00:08:56 Vote on the Motion to approve the minutes from January 24th, 2022 and February 7th, 2022 with changes to the January 24th minutes as stated by Chris regarding how Chris and myself [Commissioner Madgic] voted on the Lamme item. The Motion carried 7 - 0 Approve: Allison Bryan Brady Ernst Nicole Olmstead John Backes Padden Guy Murphy Stephen Egnatz Jennifer Madgic Disapprove: None E) 00:09:45 Public Comments F) 00:15:29 Special Presentations F.1 00:15:36 Training and introduction on the Bozeman Community Plan 2020 (Growth Policy). 00:15:44 Staff Presentation Planner Rogers presented a training to the Board on the Bozeman Community Plan. 00:39:23 Board Questions Board members directed questions to staff. F.2 00:56:13 Park Planning and Development Presentation on the Parks, Recreation and Active Transportation Plan 00:56:14 Staff Presentation Park Planning Manager Addi Jadin presented the Parks, Trails and Active Transportation plan to the Board. 01:18:00 Board Questions Board members directed questions to staff. G) 01:20:07 Action Items G.1 01:20:15 Calendar Year 2022 Community Development Board Work Plan Review 5 Bozeman Community Development Meeting Minutes, 02-28-22 Page 3 of 3 Advisory Board Work Plan.pdf 01:20:19 Staff Presentation Staff liaison Bentley presented the draft advisory board work plan to the Board. 01:24:02 Board Questions Board members directed questions to staff. 01:49:10 Board members requested to postpone the action item and Chairwoman Olmstead inquired if any Board members would object to postponing the action item. Board member Egnatz objected to postponing the action item. 01:59:02 Motion To approve the Community Development Work Plan for 2022 with the addition of Chairman Happel's comments. Stephen Egnatz: Motion Padden Guy Murphy: 2nd 02:00:19 Vote on the Motion to approve To approve the Community Development Work Plan for 2022 with the addition of Chairman Happel's comments. The Motion carried 7 - 0 Approve: Allison Bryan Brady Ernst Nicole Olmstead John Backes Padden Guy Murphy Stephen Egnatz Jennifer Madgic Disapprove: None H) 02:00:59 FYI/Discussions H.1 02:01:14 Upcoming Items for March 7, 2022 Community Development Board meeting. Planner Saunders informed the Board of the agenda materials that will be on the March 7th meeting. I) 02:03:13 Adjournment For more information please contact Anna Bentley, abentley@bozeman.net. General information about the Community Development Board is available in our Laserfiche repository. 6 Memorandum REPORT TO:Community Development Board FROM:Danielle Garber, Associate Planner Anna Bentley, Community Development Director SUBJECT:21351 9Ten Mixed Use Site Plan. Design review for a site plan application for 100 residential condominiums in 1, 2, and 3 bedroom configurations, and commercial storefront space in 2 buildings off the corner of West Aspen Street and North 8th Avenue behind the U-Haul property. MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Recommend approval of Application 21351, the 9Ten Mixed Use site plan with conditions and code requirements. 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:A site plan application for 2 residential buildings with 100 condominiums in 1, 2, and 3 bedroom configurations. 53 units in the north building, and 47 units in the south building are proposed. The applicant is proposing ground floor commercial spaces in the south building with storefront along Aspen Street. On-site improvements include the construction of drive access, parking, and open space. Off-site improvements include construction of Aspen Street from North 7th to North 8th, and construction of North 8 th from Aspen Street to Juniper Street. This application meets one of the thresholds listed in BMC 38.230.040 for Design Review Board review. Staff ask that the Community Development Board provide an approval recommendation based on the code requirements in Article 5 of the Unified Development Code. Application drawings and documents can be viewed at: https://weblink.bozeman.net/WebLink/Browse.aspx? id=254572&dbid=0&repo=BOZEMAN UNRESOLVED ISSUES:Two recent staff corrections are still pending with the applicant related to exterior materials and block frontage designation. These have been detailed in the staff report on page 3 under code provisions. 7 ALTERNATIVES:As suggested by the Community Development Board FISCAL EFFECTS:No fiscal effects have been identified. Attachments: 21351 Staff Report CDB Report compiled on: March 2, 2022 8 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 1 of 14 Application No. 21351 Type Site Plan Project Name 9Ten Mixed Use SP Summary A site plan application for 2 residential buildings with 100 condominiums in 1, 2, and 3 bedroom configurations. 53 units in the north building and 47 units in the south building are proposed. The applicant is proposing a ground floor commercial space in the south building with storefront along Aspen Street. On-site improvements include the construction of drive access, parking, and open space. Off-site improvements include construction of Aspen Street from North 7th to North 8th, and construction of North 8th from Aspen Street to Juniper Street. The proposed project is within the Midtown Urban Renewal District. Zoning B-2M Growth Policy Community Commercial Mixed Use Parcel Size 1.447 Acres Overlay District(s) None Street Address 802 – 910 N. 8th Avenue Legal Description The South 35’ of Lot 12 and All of Lots 13-18 in Block 2, Durston’s Second Subdivision, Located in the SE 1/4 of Section 1, T2S, R5E, PMM, City of Bozeman, Gallatin County, Montana. Owner 816 N. 8th, LLC, 620 E. Cottonwood St., Bozeman, MT 59715 Applicant Same as Owner Representative Intrinsik Architecture, 106 E. Babcock St Suite 1A, Bozeman, MT 59715 Staff Planner Danielle Garber Engineer Karl Johnson Noticing Public Comment Period Site Posted Adjacent Owners Mailed Newspaper Legal Ad 2/22/22 – 3/9/22 2/22/22 2/22/22 N/A Advisory Boards Board Date Recommendation Development Review Committee 2/16/22 The application is adequate, conforms to standards, and is sufficient for approval with conditions and code provisions Community Development Board – Design Review 3/7/22 TBD Recommendation The application is adequate, conforms to standards, and is sufficient for approval with conditions and code provisions as noted below. Decision Authority Director of Community Development Due 3/23/22 Full application: https://weblink.bozeman.net/WebLink/Browse.aspx?id=254572&dbid=0&repo=BOZEMAN 9 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 2 of 14 FINDINGS OF FACT AND APPEAL PROVISIONS CERTIFICATE A) PURSUANT to Chapter 38, Article 2, Bozeman Municipal Code (BMC), and other applicable sections of Ch.38, BMC, public notice was given, opportunity to submit comment was provided to affected parties, and a review of the Site Plan described in this report was conducted. The applicant proposed to the City a Site Plan (SP) to construct 100 residential condominiums, 1 commercial space, and associated access, parking, open space, and infrastructure improvements. The purposes of the Site Plan review were to consider all relevant evidence relating to public health, safety, welfare, and the other purposes of Ch. 38, BMC; to evaluate the proposal against the criteria of Sec. 38.230.100 BMC, and the standards of Ch. 38, BMC; and to determine whether the application should be approved, conditionally approved, or denied. B) It appeared to the Director that all parties and the public wishing to examine the proposed Site Plan and offer comment were provided the opportunity to do so. After receiving the recommendation of the relevant advisory bodies established by Ch. 38, Art. 210, BMC, and considering all matters of record presented with the application and during the public comment period defined by Ch. 38, BMC, the Director has found that the proposed Site Plan would comply with the requirements of the BMC if certain conditions were imposed. Therefore, being fully advised of all matters having come before them regarding this application, the Director makes the following decision. C) The Site Plan has been found to meet the criteria of Ch. 38, BMC, and is therefore approved, subject to the conditions listed in this report and the correction of any elements not in conformance with the standards of the Title. The evidence contained in the submittal materials, advisory body review, public testimony, and this report, justifies the conditions imposed on this development to ensure that the Site Plan complies with all applicable regulations, and all applicable criteria of Ch. 38, BMC. On this ______ day of 2022, Anna Bentley, Interim Director of Community Development, approved with conditions this Site Plan for and on behalf of the City of Bozeman as authorized by Sec. 38.200.010, BMC. D) This Director of Community Development’s project decision may be appealed by filing a documented appeal with and paying an appeal fee to the Clerk of the Commission for the City of Bozeman within 10 working days after the date of the final decision as evidenced by the Director’s signature, following the procedures of Sec. 38.250.030, BMC. DIRECTOR OF COMMUNITY DEVELOPMENT CONDITIONS OF APPROVAL Please note that these conditions are in addition to any required code provisions identified in this report. Additional conditions of approval and code corrections may be identified during staff review and will be included with the final report provided to the Director of Community Development. 1. The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or state law. 2. Cash-in-lieu of water rights (CILWR) must be paid prior to final site plan approval. 3. Provide cash-in-lieu of parkland (CILP) approval from the Parks Department, and payment prior to final site plan approval. 4. Application 21473 for a subdivision exemption to aggregate and rearrange lot lines must be approved and the amended plat recorded prior to final site plan approval. 10 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 3 of 14 5. Provide draft condominium documents or some other legal framework between the two buildings and all residential and commercial units for shared amenities such as solid waste, access to mail, parking, and stormwater facilities prior to final site plan approval. 6. All required easements listed by the Engineering Division during site plan review must be provided on city standard easement templates. Drafts must be prepared for review and approval by the city during site plan review. The signed hard copies of the easements must be submitted to the city prior to final site plan approval. 7. To achieve building permit approvals prior to completion of sewer and street improvements, the applicant must follow BMC 38.270.030.C.1 options b and c. The applicant shall provide a completed concurrent construction form. All items on the form must be provided prior to building permit approval. 8. Phasing as noted on drawing sheet C2.1 represents the order of construction for infrastructure and buildings. All shared site improvements including access, parking, walkways, utilities, and stormwater must be installed with the first phased building prior to occupancy of any structures. Landscaping may be financially guaranteed to accommodate construction and seasonality. CODE PROVISIONS Two remaining corrections are pending applicant revisions: 1. Along the commercial storefront, the exterior material adjacent to the sidewalk is listed as fiber cement composite. BMC 38.530.060 prohibits cementitious wall board siding from being used on the ground floor where adjacent to a sidewalk. This material will need to be updated along the ground level of the south building on the south elevation to a more durable material. 2. The application proposes a landscaped block frontage designation along North 8th Avenue. Update this portion of your proposed community design framework map to mixed. There is no material difference between the landscaped and the mixed-landscaped requirements, but the mixed designation is much more appropriate for B-2M zoning, and will give future projects along N. 8th Avenue more flexibility without changing the block frontage designation. BMC 38.510.020.D states “The default block frontage for new or undesignated streets (such as those within annexed land) in commercial and mixed-use zones is Mixed.” 11 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 4 of 14 Figure 1: Current Zoning Map 12 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 5 of 14 Figure 2: Architectural Site Plan Figure 3: Civil Site & Utility Plan 13 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 6 of 14 Figure 4: Landscaping Plan South Figure 5: Landscaping Plan North 14 Staff Report 9Ten Mixed Use Site Plan Application No. 21351 March 1, 2022 Page 7 of 14 Figure 6: Perspective Views North Building 15 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 8 of 14 ANALYSIS AND FINDINGS Analysis and resulting recommendations based on the entirety of the application materials, municipal codes, standards, plans, public comment, and all other materials available during the review period. Collectively this information is the record of the review. The analysis in this report is a summary of the completed review. Plan Review, Section 38.230.100, BMC In considering applications for plan approval under this title, the Director of Community Development shall consider the following: 1. Conformance with Article 1 - Consistency with the City’s adopted Growth Policy 38.100.040.D Meets Code? Growth Policy Land Use Community Commercial Mixed Use Yes Zoning B-2M, Community Business District Mixed Yes Comments: The project conforms to the requirements of the B-2M zoning district. B-2M is an implementing district of the 2020 Community Plan designation of Community Commercial Mixed Use. 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. This proposed project meets the goals of the growth policy by providing residential units at density in close proximity to the existing mid-town commercial corridor, providing commercial storefront space, as well as residential open space in the form of two hardscape plazas. 2. Conformance with Article 1 - All other applicable laws, ordinances, and regulations (38.100.080) Condominium ownership No Comments: Additional steps will be required including but not limited to review of final site plan approval, concurrent review, infrastructure plans, and building permits. The Building Division of the Department of Community Development will review the requirements of the International Building Code for compliance at the time of building permit application. 3. Conformance with Article 2, including the cessation of any current violations (38.200.160) Meets Code? Current Violations None Yes Comments: There are no current violations on the property. 4. Conformance with Article 2 - Submittal material (38.220) requirements and plan review for applicable permit types (38.230) Meets Code? Site Plan Yes Submittal requirements 38.220.100 Yes Phasing of development 38.230.020.B No. of phases: 3 Yes Comments: This project is to be completed in three phases. The condition of approval above states that drawing sheet C2.1 represents the order of construction for the buildings. All shared site improvements including access, parking, walkways, utilities, and stormwater must be installed with the first phased building prior to occupancy of any structures. Landscaping may be financially guaranteed to accommodate construction and seasonality. 16 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 9 of 14 Any additional use permit (Conditional Use Permit) 38.230.120 or (Special use Permit) 38.230.120 NA Comments: No conditional or special uses are proposed. 5. Conformance with Article 3 - Zoning Provisions (38.300) Meets Code? Permitted uses 38.310 Apartments, Apartment Buildings Yes Form and intensity standards 38.320 Zoning: B-2M Setbacks (feet) Structures Parking / Loading Yes Front Block Frontage Block Frontage Rear 10 5 Side 5 5 Alley 5 NA Comments: Apartments and apartment buildings are primary uses within the B-2M district. The proposed project is meeting setback requirements for the B-2M district. The applicant proposes a storefront block frontage designation along Aspen, continuing the storefront designation that already exists to the east, as well as a landscaped block frontage along N. 8th Avenue. Staff has issued a correction to change the landscaped designation to mixed-landscaped; however, the front setback requirements are the same for each designation and does not affect review of these form and intensity standards. The application is meeting the front setbacks for these block frontages along the south and west of the project. Two 20-foot wide platted alleys border the subject parcels on the east and north of the project. Parking spaces line the alleys and are not required to meet the 5-foot setback. Lot coverage 37.5% Allowed 100% Yes Building height 50-feet Allowed 50-feet residential only, 60-feet mixed use Yes Comments: Lot coverage and building height form and intensity standards are met with the proposed design. In addition to the 50-foot of max building height there is an allowable encroachment for the parapet of 2-4 feet. Applicable zone specific or overlay standards 38.330-40 NA Comments: The project is not within an overlay district, or zoning district with specific standards General land use standards and requirements 38.350 Yes Comments: Encroachments are meeting code standards. The applicant has obtained an encroachment permit from Public Works for the awning overhang into the public right of way along Aspen Street. Applicable supplemental use criteria 38.360 Yes Supplemental uses/type None NA Comments: No uses with supplemental use criteria are proposed. Wireless facilities 38.370 NA Affordable Housing 38.380.010 NA Affordable housing plan NA Comments: No wireless facilities are proposed. No affordable housing requirements are triggered with the proposed uses. 6a. Conformance with Article 4 - Community Design Provisions: Transportation Facilities and Access (38.400) Meets Code? Streets 38.400.010 Yes Street and road dedication 38.400.020 Yes Access easements Yes 17 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 10 of 14 Level of Service 38.400.060 Yes Transportation grid adequate to serve site Yes Comments: A traffic impact study was prepared for the proposed project by WGM Group and has been evaluated by engineering for adherence to adopted standards. The reviewing engineer looked at impacts at the intersections of West Juniper and North 7th Ave and West Aspen and North 7th Ave based on forecasted traffic volumes and agreed with the applicant conclusions that the proposed development will operate at an acceptable level of service. Level of service standards for arterial and collector streets serving the site was also evaluated by engineering. A Waiver of Right to Protest Creation of Special Improvement Districts (SID’s) for future transportation improvements is required ensuring participation in funding of future infrastructure improvements that may be required to offset impacts created by development of the property. Sidewalks 38.400.080 Yes Comments: Sidewalks both within and adjacent to the site along all street frontages are to be provided. Drive access 38.400.090 Access to site: 2 Yes Fire lanes, curbs, signage and striping Yes Comments: Both lots will be accessed via the alley that runs between them, with one private access from North 8th Ave. All circulation and parking is provided in the rear and side setbacks. Street vision triangle 38.400.100 Yes Transportation pathways 38.400.110 NA Pedestrian access easements for shared use pathways and similar transportation facilities NA Public transportation 38.400.120 Yes Comments: No new transportation pathways are proposed with this application. Street design has been evaluated by engineering. Two existing Streamline bus stops are located within 400-700 feet of the subject property including a covered stop near the Tamarack and 7th intersection. 6b. Conformance with Article 4 – Community Design Provisions: Community Design and Elements (38.410) Meets Code? Neighborhood centers 38.410.020 NA Comments: This project does not trigger neighborhood center requirements. Lot and block standards 38.410.030-040 NA Midblock crossing: rights of way for pedestrians alternative block delineation NA Comments: This project does not trigger lot and block standards. If the development is adjacent to an existing or approved public park or public open space area, have provisions been made in the plan to avoid interfering with public access to and use of that area NA Provisions for utilities including efficient public services and utilities 38.410.050-060 Yes Easements (City and public utility rights-of-way etc.) Yes Water, sewer, and stormwater Yes Other utilities (electric, natural gas, communications) Yes CIL of water Yes Comments: Requirements were reviewed by engineering. CIL of water rights is required to be paid prior to site plan approval. Easements must be provided prior to site plan approval. Municipal infrastructure requirements 38.410.070 Yes Comments: Municipal water, sanitary sewer, and storm sewer systems proposed with this project have been reviewed by engineering. Grading & drainage 38.410.080 Yes Location, design and capacity of stormwater facilities Yes 18 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 11 of 14 Stormwater maintenance plan Yes Landscaping: native species, curvilinear, 75% live vegetation 38.410.080.H NA Comments: The applicant has proposed an underground infiltration chamber to mitigate on-site stormwater runoff. No surface ponds are proposed. Grading and drainage has been reviewed by engineering and found to be adequate. Watercourse setback 38.410.100 NA Watercourse setback planting plan 38.410.100.2.f NA 6c. Conformance with Article 4 – Community Design Provisions: Park and Recreation Requirements (38.420) Meets Code? Parkland requirements 38.420.020.A .52 acres of parkland required Yes Cash donation in lieu (CIL) 38.420.030 Yes Improvements in-lieu NA Comments: The applicant has proposed to pay for 0.52 acres of required parkland totaling $46,887.98 at the current valuation. The applicant is required to provide approval for this proposal from the Director of Parks, and pay the CIL amount prior to final site plan approval. Park Frontage 38.420.060 NA Park development 38.420.080 NA Recreation pathways 38.420.110 NA Park/Recreational area design NA Comments: No parks are proposed with this application. A public park exists 800 feet to the east at the corner of Aspen St. and N. 5th Ave. 7a. Conformance with Article 5 – Project Design: Block Frontage Standards (38.510) Meets Code? Block frontage classification Storefront and Landscaped/Mixed-Landscaped Yes Departure criteria None requested Yes Comments: Staff has issued a correction that is still pending regarding the landscaped designation. Since North 8th is yet un-constructed the applicant proposed a landscaped frontage designation along 8th. Given the high density and mixed use nature of both B-2M and R-5 zoning that front on this street, it is more appropriate for the designation to be mixed instead of landscaped to allow more flexibility for future development as 8th is built out. Nonetheless, the standards are the same between landscaped and mixed- landscaped for residential buildings. See code provisions on page 3 for further information. The block frontage designation for Aspen Street is storefront, and the applicant proposes landscaped for their portion of North 8th. For the storefront along the south elevation of the south building ground level façade transparency is 70% with a 5-foot canopy that extends over the 13-foot wide sidewalk from curb to building front. Building placement, building entrances, and parking location are also met for the storefront frontage. For the landscaped frontage, an overall façade transparency of 25.3% is proposed for the west elevation of the north building, and 22.3% of the west elevation of the south building. Both are meeting the 15% minimum. The primary residential entrances for each building are located off N. 8th Ave. with an entry lobby and lounge accessed through each open space plaza. Weather protection, parking location, and landscaping are also met for the landscaped frontage. 7b. Conformance with Article 5 – Project Design: Site Planning and Design Elements (38.520) Meets Code? Design and arrangement of the elements of the plan (e.g., buildings, circulation, open space and landscaping, etc.) so that activities are integrated with the organizational Yes 19 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 12 of 14 7d. Conformance with Article 5 – Parking (38.540) Meets Code? Parking requirements 38.540.050 Yes Yes Parking requirements residential 38.540.050.A.1 0 scheme of the community, neighborhood, and other approved development and produce an efficient, functionally organized and cohesive development Relationship to adjacent properties 38.520.030 NA Non-motorized circulation and design systems to enhance convenience and safety across parking lots and streets, including, but not limited to paving patterns, pathway design, landscaping and lighting 38.420.040 Yes Comments: Pedestrian paths through the site and to the open space and service areas meet the standards in this section for location, connections, and widths. Design of vehicular circulation systems to assure that vehicles can move safely and easily both within the site and between properties and activities within the general community 38.420.050 Yes Internal roadway design 38.520.050.D NA Comments: NA On-site open space 38.520.060 Total required 12,100 square feet Yes Total provided 12,232 square feet Yes Comments: Open space is to be provided via ground level shared open space, private unit balconies, and shared indoor recreation areas. The shared ground level open space is located within two hardscaped plazas, one for each building. These plazas will contain tables, chairs, and benches, and use raised planters for screening from the public sidewalk and shared parking areas. These areas are not adjacent to any service areas or ground level living space for each unit. The shared indoor recreation areas are located in the bicycle/storage rooms that each contain a bike service station, rentable units to serve as common amenity spaces for each building, and furnished entry lounges. These areas meet the requirements that they be in a visible area, and are designed to service recreational functions that encourage use by residents. Unit balconies comprise of less than 50% of the total required open space and meet the dimensional and area requirements from this section. Location and design of service areas and mechanical equipment 38.520.070 Yes Comments: Utility meters are to be screened by landscaping and are located on interior elevations facing parking areas. Solid waste will be collected via a shared enclosure off the alley. Condensing units, RTU units, and the backup generator are to be located on each roof and screened from public view. 7c. Conformance with Article 5 – Project Design: Building Design (38.530) Meets Code? Compatibility with, and sensitivity to, the immediate environment of the site and the adjacent neighborhoods and other approved development 38.530.030 Yes Building massing and articulation 38.530.040 Yes Building details, materials, and blank wall treatments 38.530.050-070 Yes Comments: Each building is meeting the building articulation and building design standards of this section. Each building is required to provide articulation at 30-foot intervals to reduce the perceived massing and add visual interest. Vertical rows of windows and balconies are accented by natural wood siding which contrasts with the black steel and fiber cement siding framing these vertical columns. Additional modulation is created by entrances, changes in building materials, and roofline. Building materials are dominated by cementitious wall boards and panels, however the applicant is providing enough variety of colors and textures to meet this section of the code. A code correction has been issued to change the fiber cement boards proposed along the commercial storefront to a more durable material. See the remaining code provisions on page 3 above for more information. 20 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 13 of 14 Reductions residential 38.540.050.A.1.b NA Parking requirements nonresidential 38.540.050.A.2 0 Reductions nonresidential 38.540.050.A.2.c NA Provided off-street 67 Provided on-street 13 Bicycle parking 38.540.050.A.4 100 Comments: The minimum parking requirements of this section do not apply within the Midtown Urban Renewal District the boundary of which is described in the Midtown Urban Renewal Plan adopted pursuant to Ordinance 1925. The applicant is proposing 67 off-street parking spaces, which includes compact and accessible spaces. Fronting the south building are 6 on-street spaces, and 7 on-street spaces are fronting the north building outside of site vision triangles. Both buildings are proposed to have an indoor bicycle storage room that can house 46 bicycles each for 92 interior spaces. 11 bicycle parking spaces are proposed under each east facing residential entry and near the east commercial entry. Loading and uploading area requirements 38.540.080 NA First berth – minimum 70 feet length, 12 feet in width, 14 feet in height NA Additional berth – minimum 45 feet length NA Comments: NA 7e. Conformance with Article 5 – Landscaping (38.550) Meets Code? Mandatory landscaping requirements 38.550.050 Yes Drought tolerant species 75% required Yes Parking lot landscaping Yes Additional screening NA Street frontage Yes Street median island NA Acceptable landscape materials Yes Protection of landscape areas Yes Irrigation: plan, water source, system type Yes Residential adjacency NA Comments: The provided landscaping plan conforms to standards. Landscaping of public lands 38.550.070 Yes Comments: Street trees will be provided along all frontages. 7f. Conformance with Article 5 – Signs (38.560) Meets Code? Allowed SF/building 38.560.060 NA NA Proposed SF/building NA NA Comments: No signage is proposed with this application or required for residential uses. A separate sign permit is required prior to the installation of any commercial signs. 7g. Conformance with Article 5 – Lighting (38.560) Meets Code? Site lighting (supports, cutoff, footcandles, temperature) 38.570.040 Yes Building-mounted lighting (supports, cutoff, footcandles, temperature) 38.570.040.B Yes Comments: The application proposes pole mounted site lighting over internal walkways, recessed lighting at entries, and wall mounted lighting. The lighting meets the required cutoff and intensity requirements. 8. Conformance with Article 6 – Natural Resource Protection Meets Code? Floodplain regulations 38.600 NA Wetland regulations 38.610 NA Comments: NA 21 Staff Report Gallatin Mixed Use Site Plan Application No. 21129 October 19, 2021 Page 14 of 14 9. Relevant Comment from Affected Parties (38.220) Meets Code? Public Comment Yes Comments: A public notice period was conducted meeting the requirements of this section and detailed on page 1 of this report. No public comment has been received as of the writing of this report. 10. Division of Land Pertaining to Subdivisions (38.240-Part 4) Meets Code? Subdivision exemptions Yes Required easements Yes Comments: The proposed project lies over 7 lots previously platted with Durston’s Second Subdivision. The applicant is proposing to aggregate all but 2 lots, so that each lot houses 1 building, and realign the boundary between the buildings to be centered on the drive aisle between the buildings. A 24-foot wide shared access and drainage easement is proposed over that drive aisle. Beneath that drive aisle will be the underground stormwater retention system. A 10-foot utility easement is proposed along N. 8th Ave, and a 10-foot public sewer main easement along the north alley. An additional 5-feet is proposed to be dedicated to the north alley. 22 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Anna Bentley, Community Development Interim Director SUBJECT:Training Regarding Role of Community Development Board When Acting as the Design Review Board MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Administration RECOMMENDATION:None 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:One of the responsibilities of the Community Development Board is to function as the Design Review Board. The Design Review Board is created under Chapter 2, Article 5, Division 18 of the municipal code. Design review is defined in Article 7 as: "Design review. The aesthetic evaluation of certain development proposals." The DRB acts as an advisory body to the review authority for: 1. Development applications meeting one or more of the thresholds of section 38.230.040.C.; 2. Planned unit developments; and 3. Appeals from ADR decisions. Most of the applications under duty 1 are administrative reviews decided by the Community Development Director. Applications under duties 2 and 3 go to the City Commission for final decision. The thresholds of section 38.230.040.C are: C. DRB review thresholds. When a development is subject to design review and meets one or more of the following thresholds the design review board must conduct the design review: 1. Forty-five or more dwelling units; 2. Thirty thousand or more square feet of office space, retail commercial space, service commercial space or industrial space; 3. Four stories or more; 4. Twenty thousand or more square feet of exterior storage of materials or 23 goods; 5. Parking for more than 90 vehicles. The required review can be completed through the Consent Agenda. Projects which comply with code will be approved. Staff provides a report of compliance with code and identifies required corrections. The criteria of review varies by project type. For the majority of projects the provisions of Article 38.5 are the applicable standards. UNRESOLVED ISSUES:None ALTERNATIVES:None FISCAL EFFECTS:None Report compiled on: March 3, 2022 24 Memorandum REPORT TO:Community Development Board FROM:Brian Krueger, Development Review Manager Susana Montana, Senior Planner Anna Bentley, Interim Director, Community Development Department SUBJECT:Review and Comment on the Billings Clinic Bozeman Medical Campus Planned Unit Development (PUD) Concept Plan. MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Community Development - Quasi-Judicial RECOMMENDATION:Provide comments on the proposed Concept PUD in preparation of submittal of a Preliminary PUD Plan. 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 58-acre Billings Clinic Bozeman Medical Campus has an adopted Master Site Plan which would be built-out over a 20-year period. The Site is zoned B-2, Community Business which allows in-patient and out-patient medical offices and services. The proposed PUD follows the B-2 zoning and approved Master Site Plan with the exception of the following 5 proposed "relaxations" to the Unified Development Code (UDC) standards for this Site including: (1) building heights of up to 8-stories and 135 feet in two development zones; (2) allow residential uses of all types, including ground floor dwellings in apartment buildings; (3) larger block sizes without vehicular or pedestrian passageways; (4) Block Frontage relaxations regarding the location of parking lots, percent of frontage devoted to parking lots, building setbacks, and ground floor treatments of parking garages; and (5) distinct building and wayfinding signage for the "campus". PUDs must provide a minimum of 20 "performance points" to demonstrate that the PUD relaxations would result in a superior product/environment than if it were to meet the standards of the B-2 zoning and UDC. The Applicant proposes the following three performance point elements to justify the proposed relaxations: (1) additional public and private open space areas for 16 points; (2) wayfinding signs installed throughout the campus for 4 points; and (3) two sheltered bus stops within the campus for 2 points. UNRESOLVED ISSUES:Staff supports the requested relaxations for building heights, signage, block size and residential use but does not support the proposed Block Frontage 25 relaxations without further clarifications and limitations provided in the Preliminary PUD submittal. ALTERNATIVES:As suggested by the Board. FISCAL EFFECTS:None Attachments: 21471 Billings Campus Concept PUD CDB staff rpt.pdf Attachment A Applicant Narrative.pdf 002 Application Form A1.pdf V1.pdf Attachment B Applicant response to comments.pdf 21471 Billings PUD CDB cover memo.docx Report compiled on: January 25, 2022 26 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 1 of 19 Application No. 211471 Type: PUD Concept Plan Planned Unit Development (PUD) Concept Plan pursuant to BMC 38.430.040.A.1, Pre-application Review, of the Billings Clinic Bozeman Medical Campus PUD. Project Name Billings Clinic Bozeman Medical Campus PUD. Summary [Please see Attachment A for the Applicant’s full narrative project description and Attachment B for the Applicant’s response to staff initial comments memo]. This Concept PUD accompanies the base B-2 zoning for the Billings Clinic Bozeman Medical Campus--a mixed use development of a 58-acre vacant property located in the northwest edge of the City. This medical campus has been approved as a Master Site Plan [Project No. 20216] and its first 125,000 square foot (sf) Phase 1 ambulatory medical service building Site Plan [No. 20213] has been approved and the building is under construction on a 10-acre portion of the campus at its northeast edge [see Figures 5 and 6 of this report and see Figure 2 on page 19 of Attachment A—Project Narrative]. The PUD provides relaxations to the B-2 zoning and other zoning and design standards of the Bozeman Municipal Code (BMC) for the “campus” Site in order to facilitate the development that would fulfill the Applicant’s medical service mission for this Bozeman campus. The B-2, Community Business District allows medical services as a principal use. However, there are standards within the B-2 zone that the Applicant believes that limit the full achievement of the Applicant’s objectives for this integrated medical campus. The Applicant proposes this PUD with the following 5 relaxations to the BMC to enable and facilitate their objectives [found on page 16 of Attachment A]. The relaxations sought are: (1) BMC 38.320.050. Building Height. Where the B-2 zone lying within a Regional Commercial and Services Growth Policy designation allows a 90-feet building height for pitched roof buildings and 75-feet for flat roof buildings, the Applicant seeks building heights of up to 135-feet and 8 stories in Zones B and D in the south-central and south-east portions of the campus (see Figure 4 on page 6 below) [Staff supports this relaxation]; (2) BMC 38.560.060. Signage. Signs for businesses are measured on a lot-by-lot basis. However, this campus is a single lot owned by a single entity. The PUD would allow additional height and sign-face area for monument-type wayfinding signs which would be placed throughout the campus. Building signs would be measured by the 6 zones rather than by a single lot and would otherwise comply with allowed sign area per linear foot of building frontage within the zone rather than by lot frontage [Staff supports this relaxation]; (3) BMC 38.410.040. Block Size. The approved Master Site Plan [see Figure 3 on page 5 and page 12 of Attachment A] accommodates a variety of block sizes, lengths, width and configurations. This is a single lot and the Applicant has divided the development of the campus into 6 zones [see Figure 4 below and Figure 2 on page 19 of Attachment A]. This relaxation grants the block size flexibility shown in the Master Site Plan with the condition that a pedestrian and/or vehicular connection/travelway is provided at a minimum of 400 to 600-linear feet spacing on each “block”-equivalent. That condition remains with this relaxation [Staff supports this relaxation]; (4) BMC 38.510.030.D. Block Frontage. The following 5 Block Frontage (BF) relaxations are proposed: (a) Buildings may be setback from the street, provided wayfinding signs are provided at building entrances; (b) building side or rear facades may face the street provided those facades do not appear “like the rear of a building”; (c) parking may be located on all sides of a building; (d) parking structures may front on internal or frontage streets and do not have to have commercial space “lining” or “wrapping” around the façade and would be landscaped and set-back from the street; and (e) parking along streets may exceed 50% of the street frontage provided the lots are screened with vegetation [Staff does not support these relaxations as presented]; and (5) BMC Table 38.310.040.C. Residential use on the ground floors in a B-2 zone. This relaxation would allow dwelling units of all types on all floors of buildings within the Zones A, B, E and F of the campus. The “middle” zones C and D would still limit residential use to the upper levels [Staff supports this relaxation]. 27 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 2 of 19 Zoning B-2,Community Business District Growth Policy Regional Commercial and Services Parcel Size 58-acres Overlay District(s) None Street Address Unaddressed except for the Phase 1 medical office building at 3905 Wellness Way, Bozeman, MT Legal Description Lot 2A-1, Minor Subdivision 221F of S26, T1 S, R5 E, P.M.M., City of Bozeman, Gallatin County, Montana. Owner Billings Clinic, Mitch Goplen, VP Facilities Services, Billings, Montana. Applicant Same as above Representative Angela Milewski, BHA Design, Fort Collins CO Staff Planner Susana Montana Engineer Noticing Public Comment Period Site Posted Adjacent Owners Mailed Newspaper Legal Ad NA as not required NA NA NA Advisory Boards Board Date Recommendation Development Review Committee (DRC) January 12, 2022 The application is adequate, conforms to standards, and is sufficient for submittal of a Preliminary PUD. Community Development Board acting as Design Review Board March 7, 2022 TBD Recommendation Sec. 38.430.040.A.1 of the BMC requires the DRC and DRB to review the PUD Concept Plan as a “pre- application review” to offer comments and recommendations to the Applicant for the preparation of the required “Preliminary Plan Review”—that is, for the submittal of the Preliminary PUD. Staff does not support the current Block Frontage relaxation as described below on page 3. The PUD is deficient in Performance Points in order to qualify for a PUD as described on page 17. Motion: “Having reviewed and considered the application materials, public comment, staff evaluation, and all the information presented, I hereby adopt the findings presented in the staff report for application number 21471 for the Billings Clinic Bozeman Medical Campus PUD Concept Plan and move to recommend to the Applicant to move forward with the five proposed PUD relaxations in the Preliminary PUD submittal.” Alternate Motion: “Having reviewed and considered the application materials, public comment, staff evaluation, and all the information presented, I hereby adopt the findings presented in the staff report for application number 21471 for the Billings Clinic Bozeman Medical Campus PUD Concept Plan and move to recommend to the Applicant to move forward with the proposed relaxations for building height, signage, block size and residential use for the Preliminary PUD submittal and recommend that the P-PUD submittal positively address staff concerns about proposed Block Frontage relaxations noted in the staff report for the PUD Concept Plan.” Full application and file of record: Community Development Department, 20 E. Olive St., Bozeman, MT 59715 28 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 3 of 19 PROJECT SUMMARY Pursuant to Section 38.340.020, Design Review Board (DRB) authority, the Community Development Board, acting as the DRB, is required to make advisory comments and a recommendation to the Community Development Director on this application. However, specifically, Sec. 38.430.040.A.1.b requires the DRB to review the PUD Concept Plan, in a pre-application review, and to comment to the Applicant on any requirements, standards or policies that may apply in order to identify any major problems that may exist and identify solutions to those problems before formal application of a Preliminary PUD. The Community Development Board, acting as the Design Review Board, will meet on this application on March 1, 2022 via WebEx. (1) STAFF RECOMMENDATIONS ON THE PUD CONCEPT PLAN PROPOSED RELAXATIONS 1. Staff supports the building height relaxations for zones B and D, which addresses Community Plan Policy DCD-2.4 which states: “Evaluate revisions to maximum building height limits in all zoning districts to account for contemporary building methods and building code changes”. 2. Staff supports the signage relaxations, provided the Preliminary PUD includes a legible table with the “Exterior Wayfinding Signage Design” exhibit. 3. Staff supports the block size relaxations, which were approved with the campus Master Sign Plan. 4. Staff supports the Residential use relaxations as proposed which positively addresses Community Plan Policy N-1.12 to “Encourage major employers to provide employee housing within walking/biking distance of place of employment” and Policy N-1.1 which states ”Promote housing diversity, including missing middle housing”. 5. However, staff does not support the proposed BMC 38.510.030.D Block Frontage relaxations, as they are too vague and, as currently proposed, appear to thwart the City’s Community Plan Goal N-1 to “Support well-planned, walkable neighborhoods”. The following underlined Block Frontage relaxations are proposed: (1) Buildings may be setback from the street, provided wayfinding signs are provided at building entrances; Staff comments: Design Guidelines. 38.430.030.A.4.a. Is there any limit on the depth of the setback from the street? Please provide minimum and/or maximum setbacks. Please provide a set of design standards and guidelines for the relaxations you seek with regard to block size and block frontage treatments. Please describe them with text and images so future individual developers are clear on what your expectations and standards are. (2) Weather protection will be provided at primary entrances, both for protecting people and as an identifier for the entrances. Staff comments: Will this weather protection meet the Gateway or Mixed Block Frontage standards? If not, please describe in text and images how this proposal would mitigate design and safety parameters for weather protection and how would it provide a superior design as required for PUD relaxations per 38.430.030.A.4.c. (3) Where rear or side building facades face a street, they will be articulated and detailed in a manner that does not appear like the rear of a building. Staff comment: This is standard or parameter is extremely vague. Please provide design guidelines and drawings to show what you intend and describe how this relaxation would result in a superior design. 29 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 4 of 19 (4) Parking may be located on all sides of buildings due to the necessity of medical facilities providing adequate parking quantities and the need to disperse parking to minimize walking distances. Staff comment: This is a relaxation of the requirement that parking be located to the side or rear of structures per the Gateway or Mixed Block Frontage (BF) standards. The Mixed BF standards reference the Storefront BF standards of Table 38.510.030.B, cell 8 or the Landscape BF standards of 38.510.030.C, cell 6. Please identify which standards do you seek relief from and describe how the site layout would or design would mitigate the visual impact of and headlight glare from parked vehicles as viewed from public streets. (5) Parking lots and structures will be mitigated with landscaping, setbacks from street frontage, and include pedestrian walks. Staff comments: Please identify what relaxations from the 38.510, Block Frontage, 38.550, Landscape or 38.400.110 Transportation Pathway standards you seek to relax. Please clarify whether or not you seek a relaxation from the 38.510.030.M.2.a (2) standard that requires this “lining” or “wrapping” of the garage structure with none, some or the entire street frontage with pedestrian-interest retail, office or residential land uses. How would you mitigate the visual impact of and headlight glare from parked vehicles at the ground floor level? (6)Block frontage will be addressed with each phase as building and road locations are developed. Staff comment: Please specify what you mean by “addressed” as this is too vague a reference for a PUD relaxation discussion. (7) All proposed block frontages will be subject to design review and approval by the City. Staff comments: Typically, PUDs state something to the effect that outside of the code relaxations that are included within the Final PUD, “individual site plans within the various phases of development and within the various zones of development are subject to the code provisions, standards and review processes of the BMC which are in effect at the time of site plan application”. If this is what you mean, please restate. (8)Parking along street frontages may exceed 50% of the frontage provided the parking areas are screened with vegetation. Staff comment: Per 38.550.050.C, Parking Lot Landscaping, surface-parking areas should be landscaped in which the plantings are evergreen species planted at heights and intervals at first planting that achieve vegetative screening at a minimum height of four (4) feet. Please provide design guidelines for the landscaping of surface parking lots within the campus or that would meet the standards of 38.550.050.C. 30 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 5 of 19 MAP SERIES Figure 1: Location Map 31 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 6 of 19 Figure 2: Zoning Map 32 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 7 of 19 Figure 3: Approved Master Site Plan 33 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 8 of 19 Figure 4: Campus Zones Figure 5: Phase 1 development area 34 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 9 of 19 Figure 6: Phase 1 medical office building in Zone C (2) ANALYSIS AND FINDINGS Analysis and resulting recommendations based on the entirety of the application materials, municipal codes, standards, plans, public comment, and all other materials available during the review period. Collectively this information is the record of the review. The analysis in this report is a summary of the completed review. Plan Review, Section 38.230.100, BMC In considering applications for plan approval under this title, the Director of Community Development shall consider the following: 1. Conformance with Article 1 - Consistency with the City’s adopted Growth Policy 38.100.040.D Meets Code? Growth Policy Land Use Regional Commercial and Services Yes Zoning B-2, Community Business District Yes with relaxations Comments: Relevant Bozeman Community Plan policies are noted below. Theme 3: A City Bolstered by Downtown and Complementary Districts. Goal DCD-1: Support urban development within the City. DCD-1.5: Identify underutilized sites, vacant, and undeveloped sites for possible development or redevelopment, including evaluating possible development incentives. DCD-1.7: Coordinate infrastructure construction, maintenance, and upgrades to support infill development, reduce costs, and minimize disruption to the public. Goal DCD-2: Encourage growth throughout the City, while enhancing the pattern of community development oriented on centers of employment and activity. Support an increase in development intensity within developed areas. DCD2.2: Support higher density development along main corridors and at high visibility street corners to accommodate population growth and support businesses. 35 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 10 of 19 DCD-2.7: Encourage the location of higher density housing and public transit routes in proximity to one another. Goal DCD-3: Ensure multimodal connectivity within the City. DCD-3.5: Encourage increased development intensity in commercial centers and near major employers. Goal DCD-4: Implement a regulatory environment that supports the Community Plan goals. DCD-4.4: Differentiate between development and redevelopment. Allow relaxations of code provisions for developed parcels to allow redevelopment to the full potential of their zoning district. Bozeman Climate Plan Focus Area 3: Vibrant & Resilient Neighborhoods Solution G: Facilitate Compact Development Patterns Solution J: Increase Walking, Bicycling, Carpooling and Use of Transit. Bozeman Strategic Plan Vision Statement 3: A Safe, Welcoming Community. We embrace a safe, healthy, welcoming and inclusive community. Vision Statement 4: A Well-Planned City. We consistently improve our community’s quality of life as it grows and changes, honoring our sense of place and the “Bozeman feel” as we plan for a livable, affordable, more connected city. Comment: 2. Conformance with Article 1 - All other applicable laws, ordinances, and regulations (38.100.080) Meets Code? Condominium ownership NA Comments: The 58-acre PUD site would remain in the Applicant’s single ownership. 3. Conformance with Article 2, including the cessation of any current violations (38.200.160) Meets Code? Current Violations None Yes Comments: There are no current violations. 4. Conformance with Article 2 - Submittal material (38.220) requirements and plan review for applicable permit types (38.230) Meets Code? Submittal requirements 38.220.100 Yes Phasing of development 38.230.020.B No. of phases: multiple over a 20-year period Yes Comments: The campus would build-out as the market or demand for medical services expands in the area and region. Any additional use permit (Conditional Use Permit) 38.230.120 or (Special use Permit) 38.230.120 NA Comments: The purpose of the PUD is to make the requested relaxations permitted as-of-right. 5. Conformance with Article 3 - Zoning Provisions (38.300) Meets Code? Permitted uses 38.310 Uses: B-2 uses including medical offices and in-patient services with associated parking, retail, signage, residential and open space uses. Yes, with approval of the PUD relaxations 36 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 11 of 19 Comments: The B-2 zone limits residential uses to apartments/dwelling units located above the ground floor, to live/work units and to group housing as principal uses. Conditional uses include apartment buildings, townhomes and rowhouses and ground floor dwelling units. The PUD relaxation would allow dwelling units of all types as a principal use on the ground floor and above in the campus’ Zones A, B, E and F of the campus. Residential use in the “middle” zones C and D would remain limited to upper levels. Form and intensity standards 38.320 Zoning: B-2 Setbacks Required(f eet) Setbacks per approved Master Site Plan Parking / Loading Meets Code? Meets approved Master Site Plan Front Mixed BF:10’/Gateway:25’ NA Rear 10’ 10’ Side 5’ 0’ Alley NA NA Comments: Meets 38.510.030.D, Mixed Block Frontage Standards. Lot coverage NA per approved Master Site Plan Allowed: 100% Proposed: TBD per site plan Meets Code? Yes, with approval of the proposed PUD relaxations Building height Allowed: 75’ 135’ Yes, with approval of the proposed PUD relaxations Comments: Maximum height for a B-2 zoned Site lying within a Regional Commercial and Services growth policy land use designation can be increased by 50% or to 90’ as of right, depending on roof pitch. The Applicant seeks taller buildings in Zones B and D of up to 135’. Applicable zone specific or overlay standards 38.330-40 NA Comments: NA General land use standards and requirements 38.350 NA Comments: NA Applicable supplemental use criteria 38.360 NA Supplemental uses/type NA Comments: NA Wireless facilities 38.370 NA Affordable Housing 38.380.010 NA Affordable housing plan NA Comments: NA 6a. Conformance with Article 4 - Community Design Provisions: Transportation Facilities and Access (38.400) Meets Code? Streets 38.400.010 NA Street and road dedication 38.400.020 NA Access easements NA 37 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 12 of 19 Level of Service 38.400.060 Varies from B to F See below Transportation grid adequate to serve site No Comments: Section 38.400.060.B.4 establishes a Level Of Service (LOS) “C” as the standard for arterial and collector streets and intersections in the City, unless specifically exempted by the City Engineer. According to the approved Master Site Plan traffic impact study, the Full Buildout (2040) scenario capacity calculation results showed that seven study area intersections are projected to exhibit substandard levels of service (LOS) conditions on one or more approaches. The one-way stop-controlled intersection of Davis Lane/East Valley Center Road (currently designated a minor arterial road) is predicted to operate at LOS D and F, on the minor approach during AM and PM peak hour, respectively. North 27th Avenue/East Valley Center Road (collector and principal arterial) intersection is predicted to operate at a LOS F on the minor approach during the PM peak hour. The two-way stop-controlled intersections of Catamount Street/East Valley Center Road (minor arterial and principal arterial) and Davis Lane/Cattail Street (minor arterial and collector) operate at LOS D or F in the PM peak hour on both minor approaches (eastbound and westbound directions). Catamount Street/East Valley Center Road also operates at LOS F on the minor approach during the AM peak hour. The signalized intersections of Cattail Street/North 19th Avenue and North 19th Avenue/East Valley Center Road are predicted to have 95th percentile queues that are lengthy on all approaches primarily during the PM peak hour; North 19th Avenue/East Valley Center Road is also predicted to operate at a substandard level on three approaches in the peak AM hour. The East Valley Center Road/site access intersection is projected to have queueing in the minor approach during the PM peak hour. All other site access intersections are projected to operate at LOS B or better during AM and PM peak hours with minimal projected 95th percentile queuing. Notwithstanding these conditions, the campus Master Site Plan was approved. Sidewalks 38.400.080 Yes Comments: No change Drive access 38.400.090 Access to site: Fire lanes, curbs, signage and striping Yes Comments: No change Street vision triangle 38.400.100 Yes Transportation pathways 38.400.110 Yes Pedestrian access easements for shared use pathways and similar transportation facilities Yes Public transportation 38.400.120 Yes Comments: No change 6b. Conformance with Article 4 – Community Design Provisions: Community Design and Elements (38.410) Meets Code? Neighborhood centers 38.410.020 NA Comments: NA Lot and block standards 38.410.030-040 Yes, with approval of the PUD block size relaxations Midblock crossing: rights of way for pedestrians alternative block delineation Yes 38 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 13 of 19 Comments: BMC 38.410.040. Block Size. The Master Site Plan accommodates a variety of block sizes, lengths, width and configurations. This is a single lot and the Applicant has divided the development of the campus into 6 zones. This relaxation grants the block size flexibility shown in the Master Site Plan with the condition that a pedestrian and/or vehicular connection/travelway is provided at a minimum of 400 to 600-linear feet spacing on each “block”-equivalent. That condition would remain for the entire campus with this relaxation. If the development is adjacent to an existing or approved public park or public open space area, have provisions been made in the plan to avoid interfering with public access to and use of that area. Yes per approved Master Site Plan Provisions for utilities including efficient public services and utilities 38.410.050-060 Yes Easements (City and public utility rights-of-way etc.) Yes Water, sewer, and stormwater Yes Other utilities (electric, natural gas, communications) Yes CIL of water Yes Comments: These elements are addressed with the approved Master Site Plan. Municipal infrastructure requirements 38.410.070 Yes Comments: Off site infrastructure for Phase 1 must be provided and accepted by the City prior to occupancy of the Phase 1 ambulatory medical building. Grading & drainage 38.410.080 Meets Code? Location, design and capacity of stormwater facilities Yes Stormwater maintenance plan Yes Landscaping: native species, curvilinear, 75% live vegetation 38.410.080.H Yes Comments: No change to code requirements proposed as part of this PUD. Watercourse setback 38.410.100 Yes Watercourse setback planting plan 38.410.100.2.f Yes 6c. Conformance with Article 4 – Community Design Provisions: Park and Recreation Requirements (38.420) Meets Code? Parkland requirements 38.420.020.A .52 ac. X 10 units/ac. X 0.03 ac.= .3 ac. Cash donation in lieu (CIL) 38.420.030 Yes Improvements in-lieu NA Comments: No change to code are proposed. NA Park Frontage 38.420.060 NA Park development 38.420.080 NA Recreation pathways 38.420.110 NA Park/Recreational area design NA Comments: Parkland requirements for residential use would not change. 7a. Conformance with Article 5 – Project Design: Block Frontage Standards (38.510) Meets Code? Block frontage classification Mixed Block Frontage (BF) along peripheral streets except for East Valley Center Road which is designated a Gateway BF No 39 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 14 of 19 Departure criteria See proposed relaxations below. Proposed Block Frontage Relaxations: The Applicant has stated that it will follow the Mixed and Gateway BF standards with the following exceptions (relaxations): 1. Primary entrances of buildings would be set-back from the street an unspecified distance; 2. Weather protection of building entrances would be provided an unspecified location or amount; 3. “Where rear or side building facades face a street, they would be articulated and detailed in a manner that does not appear like the rear of a building” although there are no design standards or guidelines to accompany this relaxation; 4. Parking may be located on all sides of buildings; 5. Parking structures may front on a street and would not be lined or “wrapped” around with commercial uses; 6. Parking along street frontages may exceed 50% of the frontage provided they are screened with vegetation with no specifications as to the landscape screening required. Staff Comment: As noted on page 3 of this staff report, staff cannot support these relaxations without specific descriptions of the design standards and guidelines that would replace the code provision and that would demonstrate that the relaxation would provide a superior project design. 7b. Conformance with Article 5 – Project Design: Site Planning and Design Elements (38.520) Meets Code? Design and arrangement of the elements of the plan (e.g., buildings, circulation, open space and landscaping, etc.) so that activities are integrated with the organizational scheme of the community, neighborhood, and other approved development and produce an efficient, functionally organized and cohesive development Yes per Master Site Plan (MSP) Relationship to adjacent properties 38.520.030 Yes per MSP Non-motorized circulation and design systems to enhance convenience and safety across parking lots and streets, including, but not limited to paving patterns, pathway design, landscaping and lighting 38.420.040 Yes per MSP and if PUD relaxation is granted with clarifying language noted below. Relaxation sought: The Applicant seeks a larger block size relaxation per the approved MSP that, as mitigation, would provide a pedestrian and/or vehicular connection to a street at from 400 to 600 linear feet (LF) spacing, where feasible, instead of no more than 400 LF per block per the BMC. Staff Comment: Staff does not support the language “where feasible”. The relaxation must specify a variance or departure procedure if and when a street does not meet the 400 to 600 linear feet spacing. Design of vehicular circulation systems to assure that vehicles can move safely and easily both within the site and between properties and activities within the general community 38.420.050 Yes per MSP Internal roadway design 38.520.050.D Yes per MSP Comments: No change to BMC standards. On-site open space 38.520.060 Yes Total required: TBD per site plan Total provided TBD Yes Comments: No change to code is requested. Location and design of service areas and mechanical equipment 38.520.070 Yes 40 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 15 of 19 7d. Conformance with Article 5 – Parking (38.540) Meets Code? Parking requirements 38.540.050 No change proposed Yes Parking requirements residential 38.540.050.A.1 Reductions residential 38.540.050.A.1.b Parking requirements nonresidential 38.540.050.A.2 Reductions nonresidential 38.540.050.A.2.c Comments: No change to BMC is proposed. 7c. Conformance with Article 5 – Project Design: Building Design (38.530) Meets Code? Compatibility with, and sensitivity to, the immediate environment of the site and the adjacent neighborhoods and other approved development 38.530.030 No, as currently proposed Building massing and articulation 38.530.040 No, as currently proposed Building details, materials, and blank wall treatments 38.530.050-070 No, as currently proposed Comments: The PUD seeks unspecified relaxations of Mixed and Gateway Block Frontage standards which require articulated facades that face a street. The requested relaxations are broad and vague. The Concept PUD does not provide design guidelines for building facades that face a street within the campus and tall buildings with undifferentiated blank walls could occur. Staff recommends that the Preliminary PUD submittal include a Design Guidelines section that provides minimum standards for building articulation, massing, materials, entryways, weather protection of its four facades and that states specifically where these design parameters may vary from BMC standards. Alternately, a Design Guidelines section of the PUD can incorporate by reference B-2, Mixed and Gateway Block Frontage standards with the exception of specific relaxations by zones. The relaxation would allow parking structures that face a street to have blank walls or walls that reveal parked vehicles. Such structures pose safety concerns due to the absence of surveillance or “eyes on the street” provided by ground floor commercial or service activities. These types of parking structures “deaden” the street visually. Staff recommends that such parking structures should not be allowed to face a street and, if allowed within the campus, should be limited to interior lands sufficiently connected by well- lighted pedestrian networks without vegetative “nooks and crannies” that are not visually prominent to the pedestrian passersby. Building details and materials. Comments: see above 41 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 16 of 19 Provided off-street Provided on-street Bicycle parking 38.540.050.A.4 Yes Comments: No change to BMC standards are proposed. Loading and uploading area requirements 38.540.080 NA First berth – minimum 70 feet length, 12 feet in width, 14 feet in height NA Additional berth – minimum 45 feet length NA Comments: No change to BMC standards are proposed. 7e. Conformance with Article 5 – Landscaping (38.550) Meets Code? Mandatory landscaping requirements 38.550.050 Yes Drought tolerant species 75% required NA Parking lot landscaping NA Additional screening NA Street frontage No change proposed Street median island NA Acceptable landscape materials No change proposed Protection of landscape areas Yes Irrigation: plan, water source, system type Yes Residential adjacency TBD Comments: No change to BMC standards are proposed. Landscaping of public lands 38.550.070 No change to BMC Comments: No change to BMC standards is proposed 7f. Conformance with Article 5 – Signs (38.560) Meets Code? Allowed SF/building 38.560.060 Yes, with approval of the PUD relaxations Proposed SF/building NA Relaxations Sought: The PUD requests that total signage area that is permitted on a per-lot basis by BMC 38.560.060 be designated within the campus by its zones. Within the zones, rather than a lot, the building’s signage would continue to comply with allowed sign area per linear foot of the building frontage. Staff Comments: This request for building signage is specific to a single lot Site. The Preliminary PUD should provide specific requested signage standards with accompanying tables and images. 7g. Conformance with Article 5 – Lighting (38.560) Meets Code? Site lighting (supports, cutoff, footcandles, temperature) 38.570.040 Yes Building-mounted lighting (supports, cutoff, footcandles, temperature) 38.570.040.B Yes Comments: No change to BMC standards is proposed. 8. Conformance with Article 6 – Natural Resource Protection Meets Code? Floodplain regulations 38.600 NA Wetland regulations 38.610 NA Comments: The Master Site Plan meets BMC standards. 42 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 17 of 19 9. Relevant Comment from Affected Parties (38.220) Meets Code? Public Comment NA Comments: Concept PUD applications have no public notice requirement. 10. Division of Land Pertaining to Subdivisions (38.240-Part 4) Meets Code? Subdivision exemptions NA Required easements NA Comments: NA 11. Performance Points Earned per 38.430.090.E.2.a (7) PUD Performance Points per BMC 38.430.090.E.2.a (7). All PUD applications must earn a minimum of 20 performance points to qualify as a PUD. This application is deficient in performance points by 6.25 points as noted below. This application proposes the following performance points. Staff Evaluation a. Additional Open Space—13.75 Performance Points not 16 points. 1. Usable open space is required for commercial developments. The requirement is an area equal to at least two (2) percent of the site area per BMC 38.520.060.C.1. The “site area” includes the building areas, parking, service areas, access and landscaping. It would exclude public rights-of-way (ROW) and required parking lot landscaping. The 58-acre campus Site provides a number of public streets which would be excluded from the required open space requirement of BMC 38.520.060.C. However, on page 28 of the Project Narrative, it is stated that 8-acres of the Site would be provided as publicly-accessible open space, representing 13% of the Site. This 6.84-acre surplus open space (above the 1.16-acres that is required for the commercial development) within the Site represents 11% of “Additional Open Space” which qualifies as 13.75 Performance Points at 1.25 points for each percent of additional open space on the Site and not 16 points. Staff recommends that the Preliminary PUD submittal provides a map showing where the required public open space and the additional public open space would be provided on the Site and that it differentiate the two types by coloring or some other markings. b. Wayfinding signage—4 Performance Points Proposed but none provided. BMC 38.430.090.E.2.a.(7)(h), Integrated and coordinated wayfinding measures beyond minimum requirements within the overall project. 43 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 18 of 19 [Page 26 of the Project Narrative] “Wayfinding is an important element of campus design. Billings Clinic’s operation of medical campuses throughout the region, as well as the experience of healthcare facilities nationwide, demonstrate the importance of creating an area that is easy to navigate in stressful situations. Patients and visitors to a medical campus need to be able to easily and conveniently locate, identify, and find their way to the various services offered. The multiple buildings associated with a medical campus, the needs and abilities of those seeking medical and emergency services, and the diversification of services offered within a medical campus create a need for establishing clear and visible wayfinding and informational signage. The goals of the wayfinding approach are to help keep consumers oriented and informed, and to make the experience as positive and stress-free as possible. The Billings Clinic medical campus employs a landmark-based wayfinding approach, augmented with explicit, written information (directional signs) where detail is needed.” “Building Identification signage is positioned for maximum visibility from Interstate 90 and roadways surrounding the campus and is integrated with the architectural design of the building. “Billings Clinic” the health provider name and logomark are positioned at the top of the building (in the most prominent location). Monument signage will be located at primary entry points indicating availability of emergency services. Vehicular and pedestrian directional signage to buildings and services will be positioned at decision-making points to help guide consumers to specific buildings and services (Hospital, Urgent Care, Surgery, Clinic, future destinations, greenway trail paths, etc. Identification of buildings and services is reinforced at Building Entries where illuminated letter signs are mounted to the front of entry canopies for visibility to consumers once they arrive on campus. Material and colors complementary to the architectural and landscape design will be incorporated and carried through the entire signage family. Consistent representation of the Billings Clinic brand including typefaces, colors, and treatment of logos will be followed.” [Page 28] “Wayfinding is an important element of the campus design and a complete wayfinding plan will be submitted with the preliminary PUD.” Staff Comments: Staff recommends that, in order to earn the 4 performance points, the Preliminary PUD submittal provides images of the various wayfinding signs proposed along with a map of the locations for each within the campus. c.Bus Stop—2 Performance Points proposed pursuant to BMC 38.430.090.E.2.a.(7)(j) but none are shown. In order to qualify for 2 Performance Points, the Preliminary PUD must provide images of the two sheltered bus stops proposed for the Site and a map of the locations for each within the campus. 44 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus PUD Concept Plan Mixed-use Planned Use Development Application No.21471 February 23, 2022 Page 19 of 19 Staff Comments: As of this application, only 13.75 Performance Points are demonstrated out of a required 20 points needed to qualify for a PUD, a deficiency of 6.25 points. The Preliminary PUD submittal must make this correction. 45 Billings Clinic Bozeman Medical Campus PUD Concept Plan November 2021 Prepared by: BHA Design 1603 Oakridge Dr, Ste 100 Fort Collins, CO 80525 970.223.7577 Sanderson Stewart 1610 Ellis St, Ste 2B Bozeman, MT 59715 406.522.9876 46 PROJECT TEAM Applicant & Property Owner: Billings Clinic Contact: Mitch Goplen 2800 10th Avenue North Billings, MT 59101 (o) 406.657.4036 (c) 406.671.1134 mgoplen@billingsclinic.org Representative: BHA Design Angela Milewski 1603 Oakridge Dr, Suite 100 Fort Collins, CO 80525 970.223.7577 amilewski@bhadesign.com Civil Engineer: Pat Davies Sanderson Stewart 1300 North Transtech Way Billings, MT 59102 406.656.5255 pdavies@sandersonstewart.com Consulting Architect: Ken Carbonari EYP Architecture 1801 Wewatta Street, 11th Floor Denver, CO 80202 303.573.9205 kcarbonari@eypae.com PROJECT INFORMATION PROJECT LOCATION Lot 2A-1, Minor Subdivision 221F 47 TABLE OF CONTENTS PART I - Project Introduction Introductory Statement 2 Part II - Application Forms & Checklist Development Review Application 4 PUD Concept Plan Checklist 7 Part III - Project Narrative Project Vicinity Map 10 Overview and History 11 Approved Master Site Plan Graphic 11 Site and Land Conditions 13 Utilities 13 Adjacent Land Uses 14 Approved Subdivision Plat 15 Design Intent 16 Project Goals 16 Designing for Sustainability 17 Project Time Frame and Phasing 18 Proposed Uses 19 Land Uses 20 Site Improvements, Buildings, Parking 20 Open Space Network 24 Trails, Parks, and Open Space 24 Wayfinding Strategy 26 Building Signage Heirarchy 26 Part IV - Performance Points & Relaxations Performance Points 28 Building Height Relaxations 29 Signage Relaxations 32 Next Steps 34 48 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 1 PART I Project Introduction 49 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 2 INTRODUCTORY STATEMENT The Billings Clinic Bozeman Medical Campus is a planned multi-phased Planned Unit Development (PUD) on 58 acres at the north end of the city near Interstate 90. Billings Clinic, Montana’s largest healthcare system, has been serving the Bozeman community for many years. As the community has grown, so has the need for healthcare services and Billings Clinic has continued to invest in the Bozeman community to support these needs. The Billings Clinic Bozeman Medical Campus will allow for the expansion of emergency acute care and ancillary medical services to help serve the growing Bozeman community. Billings Clinic will offer a campus that includes a multi-specialty physician group practice, urgent care and outpatient surgical services. The campus will also provide specialty outreach clinics and telemedicine services to enhance access to the 80+ specialties offered by Billings Clinic. In addition, the Mayo Clinic Care Network provides clinical resources and direct access to Mayo Clinic specialists. Extensive research went into determining what services are needed for the master planning for the campus, including in-person community listening sessions, online surveys, and a feasibility study based on the projected needs and growth of the Bozeman community. But across the entire 58-acre property, the project is envisioned as a pedestrian-friendly mixed-use campus with a healthcare focus. It will provide a mix of uses to allow for nearby services and housing to support the needs of staff, patients and families. Billings Clinic is excited to continue our collaboration with the City of Bozeman and the nearby neighborhoods to provide high- quality and compassionate healthcare services in an authentic extension of the north Bozeman community. 50 PART II Application Forms & Checklists 51 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 4 Lot 2A-1, Minor Subdivision 221F 52 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 5 Mitchell T Goplen (Dec 2, 2021 20:32 MST) Mitchell T Goplen Mitchell T Goplen (Dec 2, 2021 20:32 MST) Mitchell T Goplen Mitchell T Goplen Mitchell T Goplen 53 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 6 54 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 7 0123 0456672®16972®27740$76®/0127® 36370®0456®387949: 012®36370®0456®3873949:®0;3721;7 =®>?@AABC®DAEGBC®HBIB?JKLBAG®M>DHN®OJAPBKG®>?@A®RBIEBS®ET®GUB®VRTG®TGBK®EA®GUB®>DH®BAWG?BLBAG®KRJPBTTX®YUBA®@®TZ[CEIETEJA®ET® KRJKJTBC®EA®PJA]ZAPWJA®SEGU®@®^JAEA_®>DH®GUB®TZ[CEIETEJA®RBIEBS®TU@??®[B®PJJRCEA@GBC®SEGU®GUB®^JAEA_®RBIEBS®@AC®@®TZ[CEIETEJA® KRB`@KK?EP@WJA®K?@A®@KK?EP@WJA®TU@??®@?TJ®[B®TZ[LEaBCX®bUET®RBIEBS®KRJIECBT®@A®JKKJRGZAEGc®GJ®ECBAWdc®@Ac®L@]JR®KRJ[?BLT®GU@G® L@c®BeETG®@AC®TJ?ZWJAT®GJ®GUJTB®KRJ[?BLT®[BdJRB®dJRL@?®@KK?EP@WJAX®DKJA®PJLK?BWJA®Jd®GUB®PJAPBKG®K?@A®RBIEBS®@AC®RBPBEKG®Jd® SREaBA®PJLLBAGT®JA®GUB®PJAPBKG®K?@AABC®ZAEG®CBIB?JKLBAG®K?@Af®@®dJRL@?®@KK?EP@WJA®L@c®[B®V?BC®dJR®KRB?ELEA@Rc®K?@AABC®ZAEG® CBIB?JKLBAG®RBIEBSX hij®klmnopr®hstm®kuonvswxr >@_B®y®Jd®z {o|wxwlm®jtro}®~tnu®€€‚ 29ƒ954®:1„$954:®…®65$96ƒ®0;34 ‡X =??®L@GBRE@?T®LZTG®[B®@®ˆ>‰Š®JR®>H‹X®ŒJ®EACEIECZ@?®V?BT®SE??®[B®@PPBKGBC®GU@G®@RB®?@R_BR®GU@A®Ž®X®‹E?BT®GU@G®@RB®?@R_BR®LZTG [B®[RJBA®CJSA®EAGJ®TL@??BR®V?BTX®‰ATZRB®GU@G®?@cBRT®@RB®@aBABCX X bUB®CE_EG@?®PJKEBT®LZTG®[B®TBK@R@GBC®EAGJ®GSJ®P@GB_JREBT}®2 ® ®0 X @X bUB®HJPZLBAGT®dJ?CBR®TUJZ?C®EAP?ZCB®EGBLT®TZPU®@T®@KK?EP@WJA®dJRLTf®A@RR@WIBf®RBTKJATB®GJ®OEGc®PJLLBAGTf®TZKK?BLBAG@? 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EAdJRL@WJA®@[JZG®@C]@PBAG®?@AC®ZTBTX X %d®K@R?@AC®ET®RBZERBCf®BeK?@EA®KRJKJTBC®S@c®GJ®T@WTdc®KBR®BPWJA®&XŽf®OX 012®36370®0456®;797"®;7(19;7$76: bUET®U@ACJZG®KRJIECBT®CBG@E?T®dJR®GUB®@KK?EP@WJA®RBZERBLBAGT®JZG?EABC®EA®GUB®KRJ]BPG®PUBP?ETGTX®bUB®JZGPJLB®Jd®GUB®>DH®PJAPBKG® K?@A®RBIEBS®KRJPBTT®ET®CBKBACBAG®JA®GUB®?BIB?®@AC®Z@?EGc®Jd®EAdJRL@WJA®GU@G®ET®KRJIECBC®dJR®GUB®RBIEBSX®bUB®LJRB®EAdJRL@WJA®@AC® [BaBR®Z@?EGc®GU@G®ET®KRJIECBC®dJR®RBIEBSf®GUB®_RB@GBR®GUB®@[E?EGc®dJR®GUB®OEGc®GJ®RBTKJAC®SEGU®TKBPEVP®PJLLBAGTX )*++,-.01®23435*6+3-0 (Pages 4-6) (Pages 9-26) Included as separate document (Page 27) (Pages 28-32) (Pages 12-13) (Page 23) 55 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 8 012®4564708®096®47498 ® 8® !""!#$%&®'()&!*$+®(*®)®*,-$*/%)+® !*®$%0$1$0-("®2"(%®+)+3®22%0$%&®!%®)®+'("®(%0®0)($"®! ®)®2*!4')5®(®+$%&"® +$)®2"(%®0$+2"(6$%&®2*!2!+0®'!%0$7!%+®(%0®'$1$"®*,-$*/%)+®$+®(""!#03® ®2"(%®+)+®(*®!1*"6®'!%&+)0®#$)®"$%®)62+®(%0® 0)($"5®2*!0-'®$%0$1$0-("®+)+®)()®+2(*()®)®$% !*/(7!%3 83 %'"-0®(®+2(*()®+$)®2"(%®0$+2"(6$%&®:$+7%&®'!%0$7!%+®+-'®(+®"!)®;!-%0(*$+5®0$/%+$!%+5®+);('<+5®:$+7%&®(+/%)+5 (''++®2!$%)+5®1$'-"(*®(%0®20+)*$(%®'$*'-"(7!%5®;-$"0$%&+5®%()-*("® ()-*+5®(%0®)!2!&*(263 =3 ®'!/2-)(7!%®)(;"®+!#$%&®)®+$)>+®2*!2!+0®"(%0®-+®(""!'(7!%+®;6®"!'(7!%®(%0®(+®(®2*'%)®! ®)!)("®+$)®(*(3 ?3 $)®2"(%®0$+2"(6$%&®2*!2!+0®01"!2/%)®$%'"-0$%&@ (3 7:$+7%&®(%0®2*!2!+0®-7"$7+®"(;"0 ;3 );('<+ '3 00+)*$(%®(%0®1$'-"(*®'$*'-"(7!% 03 A"!'<® *!%)(&®'"(++$B'(7!%®2*®AC4®'7!%®?E3F8G HIJ®KLMOPQR®HSTM®KUPOVSWXR 0(&®Z®! ®Z [P\WXWLM®JTRP]®^T_OU®`a`b 3 )*)®1$+$!%®)*$(%&"+ 3 52%®+2('®c$ ®(22"$'(;"e &3 %7'$2()0®2(*<$%&®0/(%0®(%0®+!-*'®! ®!f®+)*)®2(*<$%& 3 A-$"0$%&® !!)2*$%) g3 4$1$"®2"(%®$%'"-0$%&@ (3 0*!2!+0®-7"$7+®h®"')*$'5®%()-*("®&(+5®)"2!%5®'(;"5®#()*5®+#* ;3 7(+/%)+®c$%®'!**')®0$/%+$!%+®(%0®#$0)e '3 0%7 6®(®+)!*/#()*®+)*()&6®c+-* ('®1+3®+-;&*(0e5®(%0®&%*("®"!'(7!%3®4("'-"(7!%+®%!)®*,-$*03 03 8!2!&*(2$'®'!%)!-*+ F3 0*!2!+0®+)*-')-*c+e (3 4!%'2)-("®;-$"0$%&®"1(7!%+®#$)®!1*(""®$&)5®*!! ®2$)'5®(%0®)*(%+2(*%'6®"!'(7!%+® !*®;"!'<® *!%)(&+ ;3 i"!!*®2"(%+®#$)®(*(+®! ®('®+2('®$0%7B0®#$)®-+®c$ ®<%!#%e '3 A-$"0$%&®/()*$("+ j3 );('<+5®;-$"0$%&® !!)2*$%)®(%0®(%6®2*!2!+0®%'*!('/%)+3®kl®+);('<®!*®2*!2*)6®"$%®%'*!('/%)+®/-+)®;®'"(*"6 +!#%®(%0®;®%!)0®#$)®%'*!('/%)®)62®c3&3®(#%$%&5®#()*®2*!)'7!%5®'(%7"1*5®"$&7%&5®(15®)'e3 m3 '/(7'®"(%0+'(2®2"(%3®)®0!+®%!)®%0®)!®;®'*7B0®;6®'*7B0®"(%0+'(2*3®0%7B0®+2'$+®(%0®$**$&(7!%®%!) *,-$*03®!#®&%*("®"!'(7!%®! ®+)*)®)*+5®+'*%$%&5®"(%0+'(2®+2(*(7!%5®(%0®2(*<$%&®"!)®"(%0+'(2$%&5®(+®(22"$'(;"®)! )®2*!4')3 E3  ®2(+$%&®$+®2*!2!+05®(®+2(*()®2(+$%&®2"(%®#$)®2(++®'"(*"6®$0%7B03 n® i!*®/!+)®'-**%)®(22"$'(7!%® 5®+®'0-"®! ®4!//-%$)6®21"!2/%)® +3®i+®(*®)62$'(""6®(04-+)0®$%®(%-(*63 nn® " *0®C3®7f®0*! ++$!%("®A-$"0$%& =G®7(+)®5"$1®)*) 05®A!:®8=?G A!/(%5®C8®F m8F 2!%®®®gGjhFE=h==jG (:®®®gGjhFE=h==j? 2"(%%$%&;!/(%3%) ###3;!/(%3%) 2"(%%$%&   ®  85®H®c$ ®(++!'$()0®#$)®'!%'-**%)®+-;0$1$+$!%®(22"$'(7!%e (Page 12) (Page 19) (Page 15) (Page 12) (Page 21) (Page 33) (Page 12) (Page 21) 56 PART III Project Narrative 57 10PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative Cattail Lake Park Cattail Lake Park SITE 58.03 AcresDavis LnWestlake Rd. 200 Foot property line offset 200 Foot property line offset Catamount St. Catron St.Warbler WayN 27th Ave.Springhill Rd.N 19th Ave.I-9 0 E. V a l ley Ce n t e r Dr. Fro n t a g e R d . Municipal Waste Water Treatment Municipal Waste Water Treatment < to B e l g r a d e to D o w n t o w n B o z e m a n > SCHAPLOW Parcel CITY OF BOZEMAN Parcel CITY OF BOZEMAN Parcel EASTLAKE PROFESSIONAL CENTER, LLC Parcel SPIREHOLDINGS LLCParcel VC DEVELOPMENT LLC Parcel BOZEMAN ELEM AND HIGH SCHOOL DIST #7 Parcel TROUT MEADOWS LLC ParcelSCHAPLOW FARMS LLC Parcel SCHAPLOW FARMS LLC Parcel SCHAPLOW FARMS LLC Parcel CATTAIL LAKE SUB Parcel CITY OF BOZEMAN Parcel VANIMAN Parcel MEADOWLARKLEGACY LLCParcel East G a l l a t i n R i v e r Half Mile from Site Boundary (approx.) Lorem ipsum Parcel to be Annexed Figure 1. Project Vicinity Map. 58 11PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative OVERVIEW AND HISTORY In 2016 Billings Clinic purchased the property near Interstate 90 with the vision of developing a full-service medical campus to serve the growing needs of Bozeman and Gallatin County. Billings Clinic worked together with the city to create a framework for this campus to support essential and allied medical services alongside complementary mixed-use, commercial, retail and residential uses. These efforts have resulted in an approved Master Site Plan, Infrastructure Plans, and construction now underway for the first phase. This initial phase includes a new Ambulatory Care Center (ACC) and Ambulatory Surgery Center (ASC) scheduled to open in 2022 and is designed to connect to and support future uses as the campus master plan develops over time. Billings Clinic is now pleased to move forward with the next key step – completing a Planned Unit Development (PUD) for the campus. The PUD expands on the approved Master Site Plan by outlining the vision for character, wayfinding, circulation, and open space to create a thoughtful plan for high quality healthcare, services and economic development to support this growing area of Bozeman. Previous approvals and reviews: • Growth Policy Map Amendment (GPA) changing the designated land use of the campus to Regional Commercial and Services (completed) • Zoning Map Amendment (ZMA) requesting Community Business District (B-2) zoning for the portion of Lot 2A of Minor Subdivision 221E that had been zoned Residential Office (R-O) (completed) • Amended Plat of Tract A of Certificate of Survey No. 165A and Lot 2A of Minor Subdivision 221E, acquisition of a portion of Tract A of Certificate of Survey No. 165A (the “County Parcel”) by Billings Clinic (completed) • Master Site Plan and Infrastructure Plans (completed and approved). • Site Plan Review for Phase 1 improvements (completed, under construction) • Annexation and zoning of westerly 4.2 +/- acres, formerly owned by the Vaniman family, application currently in review. (anticipated completion by end of 2021) 59 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 12 CLASS I TRAIL 10' WIDE CONCRETE 25' TRAIL CORRIDOR BILLINGS CLINIC MEDIAL CAMPUS MONUMENT SIGN, TYP. BILLINGS CLINIC MEDIAL CAMPUSMONUMENT SIGN, TYP. BILLINGS CLINIC MEDICAL CAMPUS WAYFIND SIGN, TYP. 50' CREEK SETBACK CLASS II TRAIL PARK AND OPEN AREAS, 6' WIDE CONCRETE (CRUSHER FINES PATH WITHINWATERCOURSE SETBACK AREAS) 100-YR FLOODPLAIN NEIGHBORHOOD CENTER (PARK OR CIVIC SPACE) OPEN SPACE AMENITY AREA AMBULATORY CARE CENTER 1 AMBULATORYSERVICE CENTER AMBULATORY CARE CENTER 2 INPATIENT FACILITIES PARKING STRUCTURE PARKING STRUCTURE HELIPAD PROPERTY LINE LIMIT OF PHASE 1 IMPROVEMENTS, TYP. PLANNED PUBLIC STREETS, TYP. (MIXED USE BLOCK FRONTAGE)NORTH 27TH AVE. (MIXED USE FRONTAGE)DAVIS LANE (MIXED USE FRONTAGE)WESTLAKE ROAD (MIXED USE FRONTAGE) EAST VA LLEY CE N TER RO AD (GATEW A Y FR O NTAGE) DRIVE AISLE DRIVE AISLEDRIVE AISLELEGEND ENTRY ARCHITECTURE / FEATURE MONUMENT SIGN DIRECTIONAL SIGN PUBLIC STREET (MIXED USE FRONTAGE) PRIVATE DRIVE (MIXED USE FRONTAGE) WATERWAY 50' BUFFER EXISTING WETLAND / WATER WAY PHASE I BOUNDARY CLASS I TRAIL - 10' MIN. (PARK AND TRAIL BLOCK FRONTAGE) CLASS II TRAIL - 6' MIN. (PARK AND TRAIL BLOCK FRONTAGE) PRIVATE TRAIL CONNECTION APPROVED MASTER SITE PLAN GRAPHIC 60 13PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative SITE AND LAND CONDITIONS The PUD area has previously been in agricultural use. The Billings Clinic Bozeman Hospital Phase One buildings are currently under construction within the Zone C area. Portions of the road infrastructure are under construction to support Phase One. The remaining portions of the property remain undeveloped. The westernmost portion of the campus is traversed from its southern to northern boundaries by Cattail Creek and its attendant flood plain, otherwise there is no surface water present on the campus. Cattail Lake is directly to the south of the campus. UTILITIES A 12-inch water main runs in the right-of-way of North 27th Avenue, extending to the southeast corner of the campus. Water will be provided to the campus from this main and then extended to connect with the existing 12-inch main in Davis Lane. The Municipal Waste Water Treatment plant is located just across Interstate 90. Sanitary sewer is proposed to flow off of the site to a gravity main in Davis Lane that will take it to the proposed Davis Lane Lift Station and then to the treatment plant. The map below depicts current and proposed utilities. Stormwater will be managed in accordance to the City of Bozeman requirements and is planned to be discharged to historic drainage ways at or below predeveloped rates. Figure 8. Proposed Utilities. 61 14PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative ADJACENT LAND USES Except for the future tract of land to be annexed, the campus is zoned B-2, as is property directly to the east. The annexation and initial zoning application will request the parcel of land adjacent to Davis Lane be zoned B-2 to coincide with the remaining campus zoning. To the north of the campus lies property located in Gallatin County containing residential and agricultural uses, East Valley Center Road, and Interstate 90. Across Interstate 90 is the Municipal Waste Water Treatment plant and some residential development. To the south of the site is the First Student bus depot on property owned by the Bozeman School District zoned PLI. This property is intended for the construction of a public school. Also to the south of the campus is the Cattail Lake residential subdivision and Cattail Lake Public Park. These properties are zoned R-4. Further south there is a mix of single and multi-family residential and commercial uses including the Costco and Target stores. These properties carry a mix of R-1, R-2, B-1, and B-3 zoning. Davis Lane borders the west side of the campus and across it is land in Gallatin County that is in agricultural use. The map below depicts surrounding zoning districts. Figure 9. Adjacent Land Use. 62 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 15 APPROVED SUBDIVISION PLAT 63 16PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative DESIGN INTENT The Billings Clinic Bozeman Medical Campus will provide for essential and allied medical services while incorporating complementary mixed-use commercial, retail, and residential programming to honor the city’s motto of being “the most livable place.” It will be designed as a pedestrian-friendly mixed-use campus with a healthcare focus. Key design features prioritize safety, wayfinding, accessibility, walkability, and connections to public transportation. Open space networks will provide access to natural features and trail connections envisioned in Bozeman’s Parks, Recreation, Open Space and Trails Plan will extend through the campus providing key connections and access to the greater Gallatin Valley trail system. Billings Clinic’s Guiding Principles will direct the design of medical services within the campus to provide the community with high-quality and compassion healthcare. These include: • Design for Safety • Design for Clinical Excellence • Design for Patient / Staff / Physician Experience • Design for Integrated Delivery • Design for Strategic Innovation and Growth • Design for Stewardship PROJECT GOALS The following project and development goals are summarized from prior meetings between Billings Clinic and the City of Bozeman: • Innovation: virtual care, futuristic adaptability, and timeless design • Adaptable Layout: diverse mixed-use functions with the ability to develop over time • Healing Environment: comforting, calm, peaceful, coupled with a sense of quality of life and care • Space Sharing: community spaces that are interactive, useful, and welcoming • Respect for the Land: sustainable initiatives and environmental excellence • Community Involvement: explore ideas to address housing, create areas for recreation and outdoor activities • Ease of Access: logical wayfinding • Beyond Borders: connect to neighbors and trails • Collaborative Uses: community parks, neighborhood uses, pedestrian and bike friendly • Employee Friendly: supportive of recruiting and retention; best place to work and live • Interconnected Pockets of Open Space: memorable in a positive way; desire to stay or return • Family Oriented Considerations: include the family during the healing process • Parking Need Reduction Considerations: garages, public transit, and transportation alternatives 64 17PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative DESIGNING FOR SUSTAINABILITY Creating a place for people to live, work, and play today without compromising the livability and livelihood of future generations is a guiding principle of the Billings Clinic Bozeman Medical Campus. To achieve this, the campus design will consider sustainability through the lens of health, energy, materials, and resiliency. Design and Health: Working to advance the health of the Bozeman community, the Billings Clinic Bozeman Medical Campus will consider the physical, mental, and emotional effects of design elements to promote wellness and healthy living. Guided by an evidenced-based approach, these designs will intend to support wellness by incorporating, where achievable, views to nature with access to fresh air and natural daylighting, as well as spaces for healing, refuge, and interaction. Interior designs will consider the use of natural materials, acoustic strategies, biophilic elements, and calming color palettes to provide a healthy and restorative environment that positively impacts the user. Throughout the campus, health and wellbeing will be encouraged through the integration of walking and biking paths with access to Cattail Lake Park and the surrounding community, as well as the consideration of healing gardens. Energy: The Billings Clinic Bozeman Medical Campus has a focus on energy-saving measures in mind to reduce the campus’s dependence on fossil fuels while seeking to improve comfort, functionality, and enjoyment. Key considerations to enhance building performance include the use of LED lighting throughout the campus, the use of natural daylighting and passive design strategies where applicable, and high efficiency MEP systems. In order promote responsible energy usage within the campus, lighting studies and energy models are tools utilized to understand and develop sustainable design strategies throughout the campus. Materials: Advancing sustainability means the consideration of materials within the design. From improving air quality and human health to reducing construction waste and promoting sustainable sourcing, the materials specified by designers can have a significant impact in the sustainability of a project. At the Billings Clinic Bozeman Medical Campus, significant consideration shall be given to the materials chosen throughout the campus. Locally sourced, natural materials shall be given priority wherever feasible within the design to reduce carbon emissions, along with low-VOC products that reduce or eliminate the emission of hazardous substances throughout the construction process. Resilience: Designing for resilience at the Billings Clinic Bozeman Medical Campus, involves considering evolving environmental, social, and economic conditions at play within the area. Therefore, considerations with native vegetation selections, flexible and adaptable architectural design, and durable products and materials throughout the building to reduce waste, conserve water, protect the surrounding ecosystem, and promote healthy living for generations to come. 65 18PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative PROJECT TIME FRAME AND PHASING This PUD anticipates a 20-year phased development of the medical and mixed-use campus. While initial phases will focus on the medical uses to respond to current Bozeman community needs, other supporting uses are anticipated to follow in later phases over time based on market demands. The first phase, approved in 2020 and scheduled to open in mid-2022, centers around a 130,000 square foot Ambulatory Destination Center on approximately eight acres, including a three- story building housing a multi-specialty physician group practice, urgent care and an adjacent one- story outpatient surgery center. The next phases anticipated will further develop the medical uses within the campus with expanded ambulatory and inpatient facilities and associated and ancillary medical uses anticipated primarily in Zone D. Other supporting uses are anticipated to follow over time in Zones A, B, E and F over time based on market demands. Roads, utilities, sidewalks and infrastructure will be developed as needed to support each phase. This PUD acknowledges that future phases will be reviewed on an independent basis for City approval and will follow the same process and guidelines as Phase 1. Review Process for Future Phases: While the patterns for buildings, parking and blocks are established with the Master Site Plan and will be supported with the PUD; the final sizes, uses and configurations of buildings and parking will change and be developed in detail with the needs of each phase over the course of the 20-year planned development horizon. We anticipate and acknowledge that while the Concept and Preliminary PUD will govern the overall 58-acre site, each individual phase of development within the PUD area will require a Final PUD and Site Plan Review prior to approval for construction. 66 19PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative CLASS I TRAIL10' WIDE CONCRETE25' TRAIL CORRIDOR BILLINGS CLINICMEDIAL CAMPUSMONUMENT SIGN, TYP. BILLINGS CLINICMEDIAL CAMPUS MONUMENT SIGN, TYP. BILLINGS CLINIC MEDIAL CAMPUSMONUMENT SIGN,TYP. BILLINGS CLINIC MEDICALCAMPUS WAYFIND SIGN, TYP. 50' CREEK SETBACK CLASS II TRAILPARK AND OPEN AREAS, 6' WIDE CONCRETE(CRUSHER FINES PATH WITHINWATERCOURSE SETBACK AREAS) 100-YR FLOODPLAIN NEIGHBORHOOD CENTER (PARK OR CIVIC SPACE) OPEN SPACEAMENITY AREA AMBULATORY CARE CENTER 1 AMBULATORYSERVICE CENTER AMBULATORYCARE CENTER 2 INPATIENT FACILITIES PARKINGSTRUCTURE PARKINGSTRUCTURE HELIPAD PROPERTY LINE LIMIT OF PHASE 1 IMPROVEMENTS, TYP. PLANNED PUBLIC STREETS, TYP. (MIXED USE BLOCK FRONTAGE)NORTH 27TH AVE. (MIXED USE FRONTAGE)DAVIS LANE (MIXED USE FRONTAGE)WESTLAKE ROAD (MIXED USE FRONTAGE) EAS T VA L LE Y CENTE R ROAD (GAT EWA Y FR O N T AG E) DRIVE AISLE DRIVE AISLEDRIVE AISLE0 50' 100' 200' NORTH ZONE A ZONE C ZONE B ZONE D ZONE E ZONE F PROPOSED USES The 58 acre campus is divided into six areas: 1. Zones A & B: Mixed Use (Medical and Medical Support, Office, Commercial, Retail and / or Residential) - approximately 6.2 Acres 2. Zones C & D: Medical, Medical Support and / or Medical Office - 23.6 Acres 3. Zones E & F: Mixed Use (Medical and Medical Support, Office, Commercial, Retail and / or Residential) - 20.3 Acres 4. Open Space - approximatley 8 Acres Figure 2. Use Zones Diagram 67 20PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative LAND USES The development is envisioned as a pedestrian- friendly mixed-use campus with a healthcare focus. It will provide a mix of uses to allow for nearby services and housing to support the needs of staff, patients and families. Residential Development: B-2 Zoning allows for residential development. This PUD acknowledges the desire of the community for residential development. Billings Clinic has a commitment to work with the community and City to find housing solutions to address the residential needs of the community. The proposed uses allow for residential in Zones A, B, E and F. Opportunities for residential uses will continue to be evaluated as future phases develop in these zones. Billings Clinic has been in ongoing discussions with developers and the school district in an effort to develop partnerships for long-term solutions for housing in this area. SITE IMPROVEMENTS, BUILDINGS, PARKING By nature and necessity, medical facilities require larger floorplates than many other uses such as retail or commercial. They are designed to provide critical services and adjacencies within the building to support safe and effective healthcare delivery. Both within the buildings and on the site, access and circulation are designed to intentionally separate patients, visitors, staff, and service/support needs while providing an easily understood, low-stress wayfinding system for all. In order to provide a balance between the unique design needs of the medical uses and the desired urban block pattern that supports walkability, the approved Master Site Plan illustrates the locations of buildings and parking, public streets, private drives, and pedestrian connections to create a modified block pattern that both supports walkable connections and the unique needs of the medical facilities. This modified block pattern facilitates the need for these larger, connected buildings while providing connections at 400’- 600’ spacing where feasible with a combination of standard streets, private access drives and pedestrian connections. 68 21PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative Figure 3. Approved Infrastructure and Phasing Plan Access and Connectivity: The Master Site Plan and approved Infrastructure Plans outline the full road connectivity planned for the campus. Primary entry points are from approved access points in each of the four directions: East Valley Center Road on the north, North 27th Avenue on the east, Warbler Way on the south, and Davis Lane on the west. A public street is also indicated along the south property boundary between Warbler Way and North 27th Avenue along the alignment of Honor Lane. One-half of the right-of-way will be dedicated providing local street access along this boundary. Buildings and Parking: Conceptual locations for buildings, parking, and circulation are indicated on the Master Site Plan. Covered patient drop-off areas are indicated at visitor entrances to medical buildings. Emergency services, access to service and loading areas, and staff parking areas are separated from visitor parking areas. In the mixed-use zones, a more traditional building and block pattern is anticipated with parking areas to the rear and side of street-facing buildings. 69 22PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative Block Frontage: Block frontages for public streets and private drives will follow the Mixed- Use standard, which allows for either storefront or landscaped frontage. Due to the functional needs of the medical uses, the campus design will request departures from the standards while still meeting the intent of block frontage criteria. The Community Design Framework Master Plan illustrates the conceptual locations for buildings, parking, streets and open space areas. • To provide the best patient and visitor experience, primary building entrances may be set back from the street frontage. Clear wayfinding will assist with entry identification. • Weather protection will be provided at primary entrances, both for protecting people and as an identifier for the entrances. • Where rear or side building façades face a street, they will be articulated and detailed in a manner that does not appear like the rear of a building. • Parking may be located on all sides of buildings, due to the necessity of medical facilities providing adequate parking quantities and the need to disperse parking to minimize walking distances. • Parking lots and structures will be mitigated with landscaping, setbacks from street frontage, and include pedestrian walks. • Pedestrian spaces and landscaping will be designed between buildings and the street or drive. • Block frontage will be addressed with each phase as building and road locations are developed. • All proposed block frontages will be subject to design review and approval by the City. Figure 4. Block frontage with pedestrian connections, screened parking, courtyards between buildings, and parking adjacent to buildings. 70 23PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative Parking: B-2 Zoning allows for both surface parking lots and structures for vehicular parking. For medical uses, accessible parking and drop-off areas must be located as close to primary building entrances as possible. To achieve this a variety of parking solutions will be offered. A goal of the campus build- out is not to have extensive paved parking lots that create an unwelcome experience. • Parking options may include: • Surface parking lots • Structured parking • On-street parking Valet services will be offered for patients and visitors at the medical facilities within the campus. One or more transit stops will be provided to support planned transit in this area. Surface parking will be screened from adjacent uses or streets with landscaped setbacks. Parking lots will be designed with internal landscaping, appropriate lighting, pedestrian walks, and crosswalks. Accessible parking and routes will be provided from parking to building entries. Figure 5. Landscape screening between parking lot and adjacent uses. Surface Parking Lot Berms (where feasible) increase the effectiveness of planting screen Walk Planting strip Street 71 24PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative OPEN SPACE NETWORK This PUD supports the 2007 PROST plan and envisions connecting to this regional system. Open space will connect to the adjacent Cattail Lake Park and open space network to the south of the campus. A perimeter of open space will allow for the design of multi-use paths to welcome guests and provide transportation options for the community. Upon final build-out, open space and pedestrian connectivity will be dispersed throughout the campus and provide connections through the campus to adjacent properties upon final build-out. TRAILS, PARKS, AND OPEN SPACE Trails and Shared Use Paths identified in the Bozeman Parks, Recreation, Open Space and Trails Plan (PROST) are incorporated into the campus plan. A primary open space corridor is planned along the west and southwest boundaries providing connectivity to the Cattail Creek and Cattail Lake areas. Trail mile marker posts will be provided on select trails within the open space areas where appropriate. A Neighborhood Center (Park or Civic Space) is indicated in the east portion of the campus to support the mixed-use areas and to help meet parkland requirements if residential uses occur. Open space networks will provide access to natural features and trail connections envisioned in Bozeman’s Parks, Recreation, Open Space and Trails Plan will extend through the campus providing key connections and access to the greater Gallatin Valley trail system. Figure 6. Open space with multi-use trail, plants with year-round interest, and mile marker posts. 72 25PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative Figure 7. Open space network. 73 26PUD Concept Plan - Billings Clinic Bozeman Medical Campus Project Narrative WAYFINDING STRATEGY Wayfinding is an important element of campus design. Billings Clinic’s operation of medical campuses throughout the region, as well as the experience of healthcare facilities nationwide, demonstrate the importance of creating an area that is easy to navigate in stressful situations. Patients and visitors to a medical campus need to be able to easily and conveniently locate, identify, and find their way to the various services offered. The multiple buildings associated with a medical campus, the needs and abilities of those seeking medical and emergency services, and the diversification of services offered within a medical campus create a need for establishing clear and visible wayfinding and informational signage. The goals of the wayfinding approach are to help keep consumers oriented and informed, and to make the experience as positive and stress-free as possible. The Billings Clinic medical campus employs a landmark-based wayfinding approach, augmented with explicit, written information (directional signs) where detail is needed. BUILDING SIGNAGE HEIRARCHY • Building Identification signage is positioned for maximum visibility from Interstate 90 and roadways surrounding the campus and is integrated with the architectural design of the building. “Billings Clinic” the health provider name and logomark are positioned at the top of the building (in the most prominent location). • Monument signage will be located at primary entry points indicating availability of emergency services. • Vehicular and pedestrian directional signage to buildings and services will be positioned at decision-making points to help guide consumers to specific buildings and services (Hospital, Urgent Care, Surgery, Clinic, future destinations, greenway trail paths, etc.) • Identification of buildings and services is reinforced at Building Entries where illuminated letter signs are mounted to the front of entry canopies for visibility to consumers once they arrive on campus. Material and colors complementary to the architectural and landscape design will be incorporated and carried through the entire signage family. Consistent representation of the Billings Clinic brand including typefaces, colors, and treatment of logos will be followed. 74 PART IV Performance Points & Relaxations 75 28PUD Concept Plan - Billings Clinic Bozeman Medical Campus Performance Points The Billings Clinic Bozeman campus is seeking to achieve a minimum of 20 of the required Performance Points through the following methods. Additional Open Space: 16 points 1.25 points for each percentage of the project that is provided as publicly accessible open space and 1 point for each private open space. Open space is a defining element of the campus and is configured in a combination of public and private outdoor spaces. It is anticipated that approximately 8 acres will be provided, which represents 13 percent of the total acreage. Health care facilities desire greater open space areas than many other development types, and it is the expectation that the campus at build-out will exceed the performance points. The largest area of public open space will be provided along the south and west portions of the site providing public access to the regional trails, Cattail Creek and Cattail Pond. In the east portion of the PUD area, a public common area (park or civic space) is anticipated as a neighborhood center. Smaller public and private open space areas will be distributed throughout the PUD areas Item Notes Point Estimate Open Space Open space is a defining element of the campus and is configured in a combination of public and private outdoor spaces. 16 Wayfinding Wayfinding is an important element of the campus design and a complete wayfinding plan will be submitted with the preliminary PUD. 4 Bus Station or Enhanced Stop Bus station and/or sheltered bus stops will be provided.2 Total Possible Points 22 supporting the planned uses. Wayfinding: 4 points Wayfinding is an important element of the campus design and a complete wayfinding plan will be submitted with the preliminary PUD. Bus Stop: 2 points The provision for access to the campus for transit, bicycles, and pedestrians is an important aspect of the campus design. Sheltered bus stops, including the opportunity to provide a bus transfer stop will be incorporated into the campus design. One point per station or enhanced stop. 76 29PUD Concept Plan - Billings Clinic Bozeman Medical Campus Relaxations The following Relaxations to the Bozeman Municipal Code are requested. 1: BUILDING HEIGHT- 38.320.050 Billings Clinic requests the allowance to construct buildings to the heights noted below (refer to plan diagram on next page): • Zone A, western Portion of Zone C and entirety of Zone F: 88-feet and 6 stories • Zone B, and Zone D: 135-feet and 8 stories • Eastern portion of Zone C and entirety of Zone E; no exceptions from table 38.320.050 requested The standards included in Table 38.320.050 limit structures to 75-ft (roof pitch of less than 3:12) and 90-ft (roof pitch of 3:12 or greater) when the zoning district is implementing a regional commercial and services growth policy land use designation. This relaxation allows for smaller building footprints, operational efficiencies, land use efficiencies, and building siting flexibility. Additionally, buildings will be strategically sited to preserve views from both within the campus and surrounding properties. The requested height modifications are intended to achieve a higher density land use. Achieving higher density may reduce long range encroachment on agricultural lands and open space and provides a more sustainable site development. Height relaxations will improve views for the patients and providers within the facilities.  Reducing the entry points into buildings may improve security control and the ability to control and monitor pedestrian flow. All building designs will be subject to design review and approval by the City. Mitigation of this request includes: 1. Location of the highest buildings in sections furthest removed from the interstate corridor for views into the site and for an open site plan. 2. The ability to achieve internal program efficiencies and productivity improvements due to the concentration of adjacencies and the ability to share activities due to the improved relationships between uses. 3. Taller building tower(s) will be setback where possible from the lower floors to minimize their visual impact. They will be strategically sited to preserve view from both within the campus and from surrounding properties. 4. Higher buildings will also be connected in a manner to allow a sense of space between them, including sky bridges and lowered roof lines. 5. Building entries will focus on the pedestrian scale, with building massing adjacent to pedestrian and vehicular traffic kept at three stories where possible. Figure 10. Building Massing and Stacking example, illustrating courtyard and reduced vertical scale at connection between larger structures. 77 30PUD Concept Plan - Billings Clinic Bozeman Medical Campus Relaxations CLASS I TRAIL10' WIDE CONCRETE 25' TRAIL CORRIDOR BILLINGS CLINICMEDIAL CAMPUSMONUMENT SIGN, TYP. BILLINGS CLINICMEDIAL CAMPUSMONUMENT SIGN, TYP. BILLINGS CLINIC MEDIAL CAMPUSMONUMENT SIGN,TYP. BILLINGS CLINIC MEDICAL CAMPUS WAYFIND SIGN, TYP. 50' CREEK SETBACK CLASS II TRAILPARK AND OPEN AREAS,6' WIDE CONCRETE (CRUSHER FINES PATH WITHIN WATERCOURSE SETBACK AREAS) 100-YR FLOODPLAIN NEIGHBORHOOD CENTER (PARK OR CIVIC SPACE) OPEN SPACEAMENITY AREA AMBULATORY CARE CENTER 1 AMBULATORYSERVICE CENTER AMBULATORYCARE CENTER 2 INPATIENT FACILITIES PARKING STRUCTURE PARKINGSTRUCTURE HELIPAD PROPERTY LINE LIMIT OF PHASE 1 IMPROVEMENTS, TYP. PLANNED PUBLIC STREETS, TYP. (MIXED USE BLOCK FRONTAGE)NORTH 27TH AVE. (MIXED USE FRONTAGE)DAVIS LANE (MIXED USE FRONTAGE)WESTLAKE ROAD (MIXED USE FRONTAGE) EA ST VALLE Y CENTER ROAD (GA T E W A Y FRONT AG E) DRIVE AISLE DRIVE AISLEDRIVE AISLE0 50' 100' 200' NORTH ZONE F 6 STORIES ZONE C1 6 STORIES ZONE A 6 STORIES ZONE B 8 STORIES ZONE D 8 STORIES ZONE C2 3 STORIES (No relaxation requested) ZONE E 3 STORIES (No relaxation requested) Figure 11. Building Height Relaxations. 78 31PUD Concept Plan - Billings Clinic Bozeman Medical Campus Relaxations Figure 12. Conceptual Massing and Stacking Studies. 79 32PUD Concept Plan - Billings Clinic Bozeman Medical Campus Relaxations 2: SIGNAGE - 38.560 The request for relaxation of the signage design requirements of UDC 38.560.070 is intended to promote the public safety, welfare, convenience, enjoyment of travel, and free-flow of traffic within the campus. Signage engineered for public safety and convenience as well as pleasing aesthetics will benefit the campus. Because the campus is designed with multiple buildings across several zones on the lot, relaxation is requested from Section 38.560.060 – Signs Permitted Within the B-2 District, wherein signage allowances are designated on a per lot basis. RELAXATIONS • Monument maximum height be increased for primary monument signage. • Monument sign face area be increased for primary monument signage. Figure 13. Signage Family Concept Sign face area is 45 Square Feet 80 33PUD Concept Plan - Billings Clinic Bozeman Medical Campus Relaxations CLASS I TRAIL10' WIDE CONCRETE25' TRAIL CORRIDOR BILLINGS CLINICMEDIAL CAMPUSMONUMENT SIGN, TYP. BILLINGS CLINICMEDIAL CAMPUSMONUMENT SIGN, TYP. BILLINGS CLINICMEDIAL CAMPUSMONUMENT SIGN,TYP. BILLINGS CLINIC MEDICALCAMPUS WAYFIND SIGN, TYP. 50' CREEK SETBACK CLASS II TRAIL PARK AND OPEN AREAS,6' WIDE CONCRETE(CRUSHER FINES PATH WITHINWATERCOURSE SETBACK AREAS) 100-YR FLOODPLAIN NEIGHBORHOOD CENTER (PARK OR CIVIC SPACE) OPEN SPACEAMENITY AREA AMBULATORYCARE CENTER 1 AMBULATORY SERVICE CENTER AMBULATORY CARE CENTER 2 INPATIENTFACILITIES PARKINGSTRUCTURE PARKINGSTRUCTURE HELIPAD PROPERTY LINE LIMIT OF PHASE 1 IMPROVEMENTS, TYP. PLANNED PUBLIC STREETS, TYP. (MIXED USE BLOCK FRONTAGE)NORTH 27TH AVE. (MIXED USE FRONTAGE)DAVIS LANE (MIXED USE FRONTAGE)WESTLAKE ROAD (MIXED USE FRONTAGE) EAS T VAL L E Y CEN TER ROAD (GA T E W A Y FRONTAGE) DRIVE AISLE DRIVE AISLEDRIVE AISLE0 50' 100' 200' NORTH PUBLIC STREET (MIXED USE FRONTAGE) PRIVATE DRIVE (MIXED USE FRONTAGE) LEGEND ZONE A ZONE C ZONE B ZONE D ZONE E ZONE F MONUMENT SIGN DIRECTIONAL SIGN RELAXATIONS • Total signage square feet area as permitted on a per lot basis under Section 38.560.060, be designated by zone, to still comply with allowed sign area per linear foot of building frontage. Figure 14. Sign allowance relaxation per zone 81 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 34 NEXT STEPS Thank you for your review of the Concept PUD documents for Billings Clinic Bozeman Medical Campus. We are excited to continue our collaboration with the City of Bozeman and the nearby neighborhoods to provide high- quality and compassionate healthcare services integrated into this growing and vibrant part of the north Bozeman community. We look forward to receipt of your comments to help direct our team for the Preliminary PUD preparations. 82 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 4 Lot 2A-1, Minor Subdivision 221F 83 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 5 Mitchell T Goplen (Dec 2, 2021 20:32 MST) Mitchell T Goplen Mitchell T Goplen (Dec 2, 2021 20:32 MST) Mitchell T Goplen Mitchell T Goplen Mitchell T Goplen 84 PUD Concept Plan - Billings Clinic Bozeman Medical Campus 6 85 BHA Design Incorporated 1603 Oakridge Drive Suite 100 Fort Collins, CO 80525 Page 1 of 3 voice: 970.223.7577 fax: 970.223.1827 landscape architecture | planning | urban design www.bhadesign.com February 22, 2022 to: Susana Montana, Senior Planner Bozeman Community Development RE: MEMORANDUM in response to Concept PUD (PUDC) comments received Dear Susana, Thank you for the comments and direction from city staff on the Billings Clinic Bozeman Medical Campus Concept PUD (PUDC) Application. As we prepare for the upcoming meeting on March 7 with the Community Development Board, we would like to share our responses to the comments received. Your comments and those we receive from the Board on March 7 will help to guide our Preliminary PUD application materials for the campus. Here is a summary of our responses: · Preliminary PUD Submittal Materials – We plan to follow the Bozeman Municipal Code (BMC) requirements and criteria for PUD applications. Our intent is to submit a PUD that would allow for multiple phases - which will include a Master Plan (similar to our approved Master Site Plan) along with Development Guidelines to guide future phases. · Residential Uses – As a key employer, Billings Clinic shares your need for housing in Bozeman and the Gallatin Valley to attract and retain employees. Billings Clinic’s vision for the 58-acre parcel is to establish a long-term framework for a medical campus to support the community. Our master plan is intended to provide for both a cohesive campus character for Billings Clinic, but also to allow for flexibility of uses within the campus. We are requesting that residential uses be allowed within our PUD to give us the flexibility to support this important need for the community and for the Clinic. Billings Clinic has engaged in many conversations with developers to explore options for housing in the area and will continue to pursue and support opportunities for housing either within the campus or in nearby areas. · Medical Uses – This is planned as a medical campus. We envision in-patient and out-patient medical uses and a variety of medical support services to be allowed so Billings Clinic can have the flexibility and adaptability to support the changing medical needs for Bozeman and the surrounding communities. · Block Frontage standards, locations of buildings, parking and public building entrances – The BMC Mixed-Use frontage standards support walkable streetfronts with building storefronts facing the street and parking to the side and rear of 86 BHA Design Incorporated 1603 Oakridge Drive Suite 100 Fort Collins, CO 80525 Page 2 of 3 voice: 970.223.7577 fax: 970.223.1827 landscape architecture | planning | urban design www.bhadesign.com buildings. These specific standards within the code are generally geared toward development of individual lots and did not envision the development of a large medical campus. Billings Clinic is in full alignment with the intent of these standards. As we plan for a variety of healthcare services in a medical campus, we would like to collaborate on those requirements as they relate to larger medical facilities. These uses generally require: o larger, connected buildings to provide integrated care o patient building entrances set back from the street to allow for covered drop-offs and nearby accessible parking to accommodate patients o separation of patient/visitor/staff/service/emergency uses and access points for patient and staff safety o parking distributed around all sides of buildings to access these multiple building entrances for clear and direct patient access While these goals and needs can conflict, our Master Site Plan illustrates how we intend to balance the unique needs of medical facilities within a walkable, pedestrian-friendly campus. It indicates how we can achieve mixed-use frontages with both public streets and private drives along with a network of pedestrian connections. With our Preliminary PUD, we plan to request specific relaxations to reduce the number of changes that might be anticipated as the campus is developed over time. · Mixed-use parking structures – The Bozeman code requires that any parking structure have retail-type uses on the first floor. We may have the need for a parking structure to serve medical facilities within the campus where retail uses would not be appropriate. As a result, we intend to request a relaxation from this requirement so we can provide parking structures that best serve the medical uses. · Building Height – Although the BMC allows up to 90’ tall buildings (for pitched roof buildngs) in the B-2 zone, we intend to request relaxations to the building height to indicate the likely location of taller buildings anticipated for the medical campus. Multi-story medical facilities require a taller floor-to-floor height than other uses and would not likely have a pitched roof. So with the lower 75’ maximum height restriction for flat roof buildings, we could exceed this height with a multi-story in- patient building for example. We will work with staff to clarify this request in the Preliminary PUD either by height or by stories, and by area within the campus if appropriate. · Signs – We are planning a wayfinding sign system for the medical campus to support the unique needs to identify emergency services, and to create a hierarchy of signs to lead patients and visitors to their destinations within the campus. Our entire Bozeman Medical campus is a single lot. Since the city’s sign regulations are based on a per lot basis, which does not envision the requirements of a multi- 87 BHA Design Incorporated 1603 Oakridge Drive Suite 100 Fort Collins, CO 80525 Page 3 of 3 voice: 970.223.7577 fax: 970.223.1827 landscape architecture | planning | urban design www.bhadesign.com building campus on a single lot. As a result, we plan to share our wayfinding sign system in the Preliminary PUD and establish the standards for signs on a ‘per zone’ or ‘per building’ basis rather than a ‘per lot’ basis. This will help identify and clarify the relaxations that would be needed. The two we anticipate are sign height and sign allowance. o Allowance: Since the entire campus is a single lot, and the BMC sign allowance is on a per-lot basis, we know we will exceed this allowance. o Sign height: Our planned sign family includes Primary Monument Signs at key campus entrances. We feel these key signs would be appropriate at a taller height than BMC currently allows. We look forward to any additional comments or direction you may have to help us prepare for the Preliminary PUD submittal. Sincerely, Angela K. Milewski BHA Design, Inc. 88 Memorandum REPORT TO:Community Development Board acting as the Design Review Board FROM:Susana Montana, Senior Planner Brian Krueger, Manager, Development Review Division Anna Bentley, AICP, Interim Director of Community Development SUBJECT:Billings Clinic Bozeman Medical Campus Planned Unit Development (PUD) Concept Plan,Application 21471 MEETING DATE:March 7, 2022 RECOMMENDATION:Seeking comments and recommendations on the Concept PUD to assist the Applicant in the preparation of the Preliminary PUD submittal. STRATEGICPLAN: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 walkableneighborhoods. BACKGROUND:The Department of Community Development received aPre- application PUD submittal in December 27, 2921 for the 58- acre medical service “campus” at the northeast edge of the City to request relaxations to building heights, signage, block frontage standards, block size and residential use in the B-2- zoned Site. The campus has an adopted Master Site Plan and an approved Phase 1 site plan for the medical office building currently under construction. UNRESOLVEDISSUES:Staff supports the requested relaxations for building heights, signage, block size and residential use but does not support the block frontage relaxations without further clarifications and limitations proposed for the Preliminary PUD. ALTERNATIVES:As identified in staffreport. FISCALEFFECTS:Fiscal impacts are undetermined at this time, but will include increased property tax revenues from new development, along with increased costs to deliver municipal services to the property. Impact fees will be collected at the time of issuance of building permits for individual developments along with City sewer and water connectionfees. 89 Memorandum REPORT TO:Community Development Board FROM:Tom Rogers, Senior Planner Anna Bentley, Interim Director of Community Development SUBJECT:Annexation and initial zoning application 21409 requesting annexation of 97.26 acres and amendment to the City Zoning Map for the establishment of a zoning designation of B-2M (Community Business-Mixed District) on 50.4 acres and REMU (Residential Emphasis Mixed-Use District) on 48.13 acres. MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Citizen Advisory Board/Commission 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 21409 and move to recommend approval of the West University 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 applicant and property owners seek to annex 97.26 acres including adjacent rights-of-way into the City limits and establish an initial zoning of B- 2M and REMU (Residential Emphasis Mixed-Use District); 50.4 and 48.13 acres respectfully. The property is currently zoned “Agriculture Suburban” (AS) within the County administered Gallatin County Bozeman Area Zoning District (the Donut). The property is bounded by Stucky Road to the south, South 19th Avenue to the east, MSU property to the west, severing a direct connection to the future extension of Kagy Boulevard to the future extension of South 27th Avenue. Other developed properties bound the northeast edge of the property. The property is vacant of structures. Considerable development is occurring in the vicinity including the Gran Cielo subdivision, Nexus Point residential development, the Graf Street development, the Bennett Annexation property, and the Kagy Crossroads apartment complex to the east to name a few. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the property as “Community Commercial Mixed Use” which 90 includes the B-2M and REMU districts as an implementing zoning district. To the south and across Stucky Road are unannexed properties including Grace Bible Church, Genesis Business Park, and the Bennett annexation properties (currently undergoing annexation review). To the west and north of the property is a strip of MSU property purchased from the Aaker family in 1987 to create buffer from City expansion towards agricultural lands and gaining influence over development of South 27th Avenue. Nearby municipal zoning to the east including R-4 and B-2 zoning. Kagy Boulevard is a designated Principal Arterial and Stucky Road is classified as a Collector street according to the Greater Bozeman Area Transportation Plan, 2017 Update. The proposed annexation requires right-of-way to accommodate expansion of Stucky Road to meet community transportation needs and the extension of Kagy Boulevard. UNRESOLVED ISSUES:There are no unresolved issues at this time. 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 Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 21409 West Uni Annx-ZMA CC SR.pdf Report compiled on: March 3, 2022 91 Page 1 of 44 21409 Staff Report for the West University Annexation and Zone Map Amendment Public Hearing: Community Development Board (acting in their capacity as the Zoning Commission) meeting is on March 7, 2022 City Commission meeting is on March 22, 2022 Project Description: Annexation and initial zoning application 21409 requesting annexation of 97.26 acres and amendment to the City Zoning Map for the establishment of a zoning designation of B-2M (Community Business-Mixed District) on 50.4 acres and REMU (Residential Emphasis Mixed-Use District) on 48.13 acres. Project Location: On the northwest corner of South 19th Avenue and Stucky Road, legally described as Tract of Land Described as Lot 2A of Minor Subdivision No. 191B, Excepting out Lot 1A of Minor Subdivision 503A, located in Southeast One Quarter of Section 14, Township Two South (T2S), Range Five East (R5E) of P.M.M., Gallatin County, Montana. Recommendation: Meets standards for approval with terms of annexation and contingencies. 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 21409 and move to recommend approval of the West University Properties Zone Map Amendment, with contingencies required to complete the application processing. Recommended City Commission 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 21409 and move to approve the West University Properties Annexation. Recommended City Commission 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 21409 and move to approve the West University Properties Zone Map Amendment. Report Date: March 3, 2022 Staff Contact: Tom Rogers, Senior Planner Lance Lehigh, City Engineer Agenda Item Type: Action - Legislative 92 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 2 of 44 EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. This report addresses both the zoning amendment for Community Development Board acting in their capacity as the Zoning Commission, as well as the annexation and the zoning amendment for the City Commission. Unresolved Issues There are no identified conflicts on this application at this time. Project Summary The applicant and property owners seek to annex 97.26 acres including adjacent rights-of-way into the City limits and establish an initial zoning of B-2M and REMU (Residential Emphasis Mixed-Use District); 50.4 and 48.13 acres respectfully. The property is currently zoned “Agriculture Suburban” (AS) within the County administered Gallatin County Bozeman Area Zoning District (the Donut). The property is bounded by Stucky Road to the south, South 19th Avenue to the east, MSU property to the west, severing a direct connection to the future extension of Kagy Boulevard to the future extension of South 27th Avenue. Other developed properties bound the northeast edge of the property. The property is vacant of structures. Considerable development is occurring in the vicinity including the Gran Cielo subdivision, Nexus Point residential development, the Graf Street development, the Bennett Annexation property, and the Kagy Crossroads apartment complex to the east to name a few. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the property as “Community Commercial Mixed Use” which includes the B-2M and REMU districts as an implementing zoning district. To the south and across Stucky Road are unannexed properties including Grace Bible Church, Genesis Business Park, and the Bennett annexation properties (currently undergoing annexation review). To the west and north of the property is a strip of MSU property purchased from the Aaker family in 1987 to create buffer from City expansion towards agricultural lands and gaining influence over development of South 27th Avenue. Nearby municipal zoning to the east including R-4 and B-2 zoning. Kagy Boulevard is a designated Principal Arterial and Stucky Road is classified as a Collector street according to the Greater Bozeman Area Transportation Plan, 2017 Update. The proposed annexation requires right-of-way to accommodate expansion of Stucky Road to meet community transportation needs and the extension of Kagy Boulevard. In determining whether the criteria applicable to this application are met, Staff considers the entire body of plans and regulations for land development. Standards which prevent or mitigate 93 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 3 of 44 possible negative impacts are incorporated in many locations in the municipal code but are principally in Chapter 38, Unified Development Code. References in the text of this report to Articles, Divisions, or in the form xx.xxx.xxx are to the Bozeman Municipal Code. Application materials can be viewed on the City’s development map at the following link. https://weblink.bozeman.net/WebLink/Browse.aspx?startid=256966&cr=1 Community Development (Zoning Commission) 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. City Commission Alternatives 1. Approve the application and associated resolution and ordinance; 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. 94 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 4 of 44 TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 2 Unresolved Issues ............................................................................................................... 2 Project Summary ................................................................................................................. 2 Alternatives ......................................................................................................................... 3 SECTION 1 - MAP SERIES: ................................................................................................... 5 SECTION 2 - RECOMMENDED TERMS OF ANNEXATION .......................................... 10 SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT... 16 SECTION 4 - RECOMMENDATION AND FUTURE ACTIONS ...................................... 16 Annexation ........................................................................................................................ 16 Zone Map Amendment ..................................................................................................... 17 SECTION 5 - ANNEXATION STAFF ANALYSIS AND FINDINGS ................................ 17 SECTION 6 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ........... 25 Spot Zoning Criteria ......................................................................................................... 38 PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 39 APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 40 APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 40 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 44 FISCAL EFFECTS ................................................................................................................. 44 ATTACHMENTS ................................................................................................................... 44 95 Page 5 of 44 SECTION 1 - MAP SERIES: Map 1: Project Vicinity Map 96 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 6 of 44 Map 2: BCP 2020 Future Land Use Map 97 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 7 of 44 Map 3: Existing City Zoning 98 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 8 of 44 Map 4: MSU Framework Plan: Districts Map 99 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 9 of 44 Map 5: MSU Transportation Master Plan 100 Page 10 of 44 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. Naming Term. The documents and exhibits to formally annex the subject property must be identified as the West University Annexation. 2. Map Format Term. An Annexation Map, titled West University 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 Engineers Office. This map must be acceptable to the Director of Public Works and City Engineers Office, and must be submitted with the signed Annexation Agreement. 3. Timing Term. 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. Impact Fee Notice Term. 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. SID Waiver Term Header. 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 (SIDs) for the following: a. Street improvements to West Lincoln Street between South 19th Avenue and Fowler including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. b. Street improvements to West Kagy Blvd between South 19th Avenue and South Fowler Road including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. c. Street improvements to West Stucky Road between South 19th Avenue and South Fowler Road including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. d. Street improvements to West Graf Street between South 19th Avenue and South Fowler Road including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. e. Street improvements to South 19th Road between West Lincoln Street and West Graf Street including lighting, signalization, paving, curb/gutter, sidewalk, and 101 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 11 of 44 storm drainage. f. Street improvements to South 27th Street between West Lincoln Street and West Graf Street including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. g. Street improvements to South Fowler between West Lincoln Street and West Graf Street including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. h. Intersection improvements at West Lincoln Street and South 19th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. i. Intersection improvements at West Lincoln Street and South 27th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. j. Intersection improvements at West Lincoln Street and South Fowler Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. k. Intersection improvements at West Kagy Blvd and South 19th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. l. Intersection improvements at West Kagy Blvd and South 27th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. m. Intersection improvements at West Kagy Blvd and South Fowler Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. n. Intersection improvements at Stucky Road and South 19th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. o. Intersection improvements at Stucky Road and South 27th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. p. Intersection improvements at Stucky Road and South Fowler Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. q. Intersection improvements at West Graf Street and South 19th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. r. Intersection improvements at West Graf Street and South 27th Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. s. Intersection improvements at West Graf Street and South Fowler Avenue including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. 102 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 12 of 44 t. SID waiver 3 - Alternate Financing Term. The document filed must specify that in the event an SID is not utilized for the completion of these improvements, the developer agrees to participate in an alternate financing method for the completion of the 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 in conjunction with the Annexation Agreement. u. SID waiver template term. 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 annexation. 6. Notice Term Header. The Annexation Agreement must include the following notices: a. Notice Term "a" Storm Water Master Plan. The Annexation Agreement must include notice that, prior to development, the applicant will be responsible for preparing a storm water master plan in conjunction with future development. The storm water master plan shall address maintenance and operations until and unless the City affirmatively assumes responsibility for maintenance and operations of stormwater facilities within the area of the annexation. b. Notice Term "b" Extent of Service. The Annexation Agreement must include notice the City will, upon annexation, make available to the Property existing City services only to the extent currently available, or as provided in the Agreement. c. Notice Term "c" Water Rights. The Annexation Agreement must include notice that, prior to future final development approval, the applicant will be responsible for transfer of water rights or a payment in lieu as required by the Bozeman Municipal Code. d. Notice Term "d" Verification of Municipal Service. The Annexation Agreement must include notice that there is no right, either granted or implied, for Landowner to further develop any of the Property until it is verified by the City that the necessary municipal services are available to the property. e. Notice Term "e" Municipal Service Installation. The Annexation Agreement must include notice that, prior to development, the applicant will be responsible for installing any facilities required to provide full municipal services to the properties in accordance with the City of Bozeman's infrastructure master plans and all City policies that may be in effect at the time of development. f. Notice Term "f" Utility Easements. The Annexation Agreement must include notice that utility easements may be required to be provided by the landowner at the time 103 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 13 of 44 of development to ensure necessary municipal services are available to the property. g. Notice Term "assessments. The agreement must include notice that charges and assessments may be required after completion of annexation to ensure necessary municipal services are available to the property. h. Notice Term "h" Impact Fees. The Annexation Agreement must include notice that the City will assess system development and impact fees in accordance with Montana law and Chapter 2, Article 6, Division 9, Bozeman Municipal Code. i. Notice Term "I" Impact Fees. All procedural terms necessary to establish the Annexation Agreement in conformance with state law and municipal practice will be included with the final Annexation Agreement. 7. Municipal Connection Term. 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. 8. CIL of Water Term. The applicant must contact the City’s 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 the adoption of Resolution of Annexation, if applicable. 9. West Kagy Blvd is classified as a Principal Arterial in the Bozeman Transportation Master Plan (TMP), which has a minimum right-of-way ROW width of (120) feet. The applicant must provide their respective Fowler Lane ROW section from the centerline of the existing ROW or the entire section (if the street section resides within the proposed annexation area) as a public street and utility easement where Fowler is adjacent prior to the adoption of Resolution of Annexation. 10. West Stucky Road is classified as a Collector in the Bozeman Transportation Master Plan (TMP), which has a minimum right-of-way ROW width of (90) feet. The applicant must provide their respective Fowler Lane ROW section from the centerline of the existing ROW or the entire section (if the street section resides within the proposed annexation area) as a public street and utility easement where Fowler is adjacent prior to the adoption of Resolution of Annexation. ENGINEERING ADVISORY COMMENTS: Stormwater 1. Montana Post-Construction Storm Water BMP Design Guidance Manual Seasonal High Groundwater - The subject project is located in an area that is known to have seasonally high groundwater. The applicant must confirm seasonal high groundwater elevations, and seasonal high groundwater data must be measured and submitted with any future development application on the parcel. Due to the seasonal nature of SHGWL measurements, the applicant is advised to begin groundwater measurements in the winter and continue measuring through July. Measurements must be at sufficient intervals to 104 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 14 of 44 define the SHGWL across the site. Industry guidance recommends a three-foot minimum separation from the bottom of a stormwater facility to the underlying groundwater table. The applicant is advised that future development may be subject to limitations or restrictions based on seasonal high groundwater elevations. Payback District 1. The subject property is located within the Meadow Creek Subdivision payback district boundary for sewer and signal improvements. The applicant is advised that the payback must be paid at the time of future subdivision or site plan development approval. Water 1. BMC 38.410.070 (A) (1) Municipal water, sanitary sewer and storm sewer systems – In conjunction with streets construction - The City’s Water Facility Plan identified the need for a water transmission main (CIP Reference FP_1371: 16-inch water main New Growth and Development) directly adjacent to the subject property in Stucky Road to service future development. Water infrastructure improvements will be reviewed with future development applications. The identified water capital planning improvements must be designed in coordination with any future Stucky Road improvements adjacent to the subject property. The applicant is advised that the capital Improvements identified within the facility plans must be located within City ROW, a public street and utility easement, or a water and sewer easement. 2. DSSP Section (V) (A) Main Size - The applicant is advised that the subject property is located in the City’s main pressure zone (Sourdough Zone). Water pressures around the subject property vary from 67 to 86 psi. Upon future development, the water distribution system must be designed to meet the requirements outlined in the City of Bozeman Design Standards and Specifications Policy. Additionally, all water system improvements must also be designed and installed in accordance with the Montana Department of Environmental Quality Circular 1; Montana Public Works Standards and Specifications (MPWSS); City of Bozeman Modifications to MPWSS; and the City’s most recent Water Facility Plan. Wastewater 1. BMC 38.410.070 (A) (1) Municipal water, sanitary sewer and storm sewer systems - The subject property is located within two identified wastewater drainage basin’s (Farmers Canal and Cattail Creek). The applicant is advised that the City does not allow wastewater basin jumps, as such to preserve the allotted capacity as identified within the City’s adopted wastewater facility plan. Upon future development, the applicant is advised that future sanitary sewer flows must flow by gravity into the collection system as defined in the City Wastewater Facility Plan, and that use of private lift stations will not be permitted. The applicant is advised that the City’s wastewater facility plan requires a new 8-inch sewer main extension between Stucky Road and West Lincoln Street to serve development that resides within the Cattail Creek 105 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 15 of 44 Drainage Basin, as identified in the City’s wastewater facility plan (Capital Improvement Plan (CIP) Reference 9424: 8-inch Main Extension Cattail Creek Basin. The identified wastewater capital planning improvements must be designed in coordination with any future subdivision improvements. Sanitary sewer infrastructure improvements will be reviewed with future development applications. The applicant is advised to work with the City’s engineering department on the alignment and layout prior to future subdivision or site plan applications. The applicant is advised that the capital Improvements identified within the facility plans must be located within City ROW, a public street and utility easement, or a water and sewer easement. 2. DSSP Section (V) (B) Sanitary Sewer System Design Criteria – Upon future development, the applicant must provide an estimate of the peak-hour sanitary sewer demands, certified by a professional engineer, for the proposed project. The City will analyze and determine if sewer capacity is available to accommodate the project. The applicant is advised that sewer capacity is allocated on a first come first serve basis and is not entitled until preliminary plat or site plan approval. Transportation 1. BMC 38.400.010 Streets (A) (1) – Upon future development, Stucky Road must be fully constructed adjacent to the subject property to the City’s Collector Standard as defined in the City’s Transportation Master Plan. Any required right-of-way (ROW) or public street and utility easement acquisition from offsite property owners is the applicant’s responsibility. 2. BMC 38.400.010 Streets (A) (1) – Upon future development, Kagy Blvd must be fully constructed adjacent to the subject property to the City’s Principal Arterial Standard as defined in the City’s Transportation Master Plan. Any required right-of-way (ROW) or public street and utility easement acquisition from offsite property owners is the applicant’s responsibility. 3. BMC 38.400.010 Streets (A) (1) – Upon future development, South 19th Ave must be fully constructed adjacent to the subject property to the City’s Principal Arterial Standard as defined in the City’s Transportation Master Plan. Any required right-of-way (ROW) or public street and utility easement acquisition from offsite property owners is the applicant’s responsibility. 4. BMC 38.400.010 Streets (A) (8) – Upon future development, to facilitate traffic movement, the provision of emergency services and the placement of utility easements, all developments must be provided with a second means of access. 5. BMC 38.410.040 Blocks – Upon future development, the applicant must construct an appropriate local street grid through the property that meets block length requirements. 106 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 16 of 44 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. That all documents and exhibits necessary to establish an initial municipal zoning designation shall be identified as the “West University Annexation Zone Map Amendment.” All required documents must be returned to the City within 60 days of the City Commission action to annex the property or the preliminary approval shall be null and void. 2. That the Ordinance for the Zone Map Amendment shall not be finalized 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 shall be null and void. 3. That the applicant must submit a Zone Amendment map, titled “West University Annexation Zone Map Amendment Zone Map Amendment”. The map must be supplied as a PDF. This map must be acceptable to the City Engineer’s Office, and must be submitted within 60 days of the action to approve the zone map amendment. Said map shall contain a metes and bounds legal description of the perimeter of the subject property including adjacent right-of-ways or street easements, and total acreage of the property to be rezoned; unless the property to be rezoned can be entirely described by reference to existing platted properties or certificates of survey. 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 - RECOMMENDATION AND FUTURE ACTIONS Annexation Having considered the criteria established for an annexation, the Development Review Committee (DRC) did not find any deficiencies that prohibit annexation at this time. The City Commission will hold a public meeting on the annexation on March 22, 2022. The meeting will begin at 6 p.m. The meeting will be conducted in person or through WebEx. Instructions on joining the meeting will be included on the meeting agenda. 107 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 17 of 44 Zone Map Amendment Having considered the criteria established for a zone map amendment, the Staff found the requested zoning meets standards for approval as submitted. The 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 21409. The Development Review Committee (DRC) considered the amendment. The DRC did not identify any infrastructure or regulatory constraints that would impede the approval of the application. The Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on this ZMA on March 7, 2022 and will forward a recommendation to the Commission on the Zone Map amendment. The City Commission will hold a public hearing on the zone map amendment on March 22, 2022. The meeting will begin at 6 p.m. The meeting will be conducted in person or through WebEx. Instructions on joining the meeting will be included on the meeting agenda. SECTION 5 - 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 Commission Resolution No. 5076 Goals Goal 1: The City of Bozeman encourages annexations of land contiguous to the City. Criterion Met. The property in question is contiguous to the City limits on the north, west, and east sides. Goal 2: The City encourages all areas that are totally surrounded by the City to annex. Neutral. The subject property is not surrounded in its entirety but is bordered by the city with over 70 percent of its boundary adjacent to existing City limits. 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. Criterion Met. No city services are currently contracted on the property. 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 108 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 18 of 44 systems as depicted in their respective facility plans, any land proposed for development that proposes to utilize municipal water or sewer systems. Criterion Met. The subject property lies within the planned service area of the municipal water and sewer services. Future proposed developments will be required to utilize municipal water or sewer systems. Goal 5: The City encourages annexations within the urban area identified on the future land use map in the current Bozeman Growth Policy. Criterion Met. As shown in Section 1, the subject property is planned as ‘Community Commercial Mixed Use 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. Criterion Met. The proposed annexation will fill in a significant portion of a designated mixed- use at the terminus of Kagy Boulevard and at the corner of a two primary transportation corridors of South 19th Avenue and Stucky Road, designated Principal Arterial and Collector streets respectfully. 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. Criterion Met. The subject property will capture the right of way for the extension of West Kagy Boulevard west to MSU property to the west and Stucky Road on the southern edge of the property. Kagy Boulevard is a designated Principal Arterial Stucky Road is a Collector according to the Bozeman Area Transportation Plan, 2017 update. The University of Montana Long range Campus Development Plan (LRCDP) lists West Kagy Boulevard is a critical connection for western expansion for the University. Furthermore, the MSU Long range Transportation Master Plan shows an extension of Kagy Boulevard within their planning area extending to the future extension of Ferguson Avenue. 109 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 19 of 44 MSU LRCDP: Districts & Neighborhoods Map MSU Transportation Plan; Vehicular Recommendations 110 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 20 of 44 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. Criterion Met. The subject property is approximately 97.26 acres. Goal 9: The City seeks to obtain water rights adequate for future development of the property with annexation. Criterion Met. 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 Terms of Annexation 8. 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. Criterion Met. The subject property is located within the City’s planned water and sewer service area. See Goal 4 above. An existing 21 inch sewer main is installed in Stucky Road, an 18 inch is located in Wet Lincoln Street, and additional 8 inch main is in the Remington Apartments development directly to the east. Additional water and sewer lines needed to service development on site will addressed with subsequent review process. Any future development will be required to connect to the City systems. Per Term of Annexation 6, 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. 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 111 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 21 of 44 of special or improvement districts necessary to provide the essential services for future development of the City. Criterion Met. As discussed in Section 5 Goal 7, additional right of way is being included for both South 27th Avenue to the west and Stucky Roads to the north. The Recommended Terms of Annexation include requirements for these right of way provisions. See Terms of Annexation 9 and 10. Policy 2: Issues pertaining to master planning and zoning must be addressed prior to or in conjunction with the application for annexation. Criterion Met. The subject property is planned for Community Commercial Mixed Use. No change to the growth policy is required. The application includes a request for initial zoning of B-2M and REMU. 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. Criterion Met. 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 Community Development Board acting in their capacity as the City Zoning Commission will be reviewing the requested zoning district designation on March 7, 2022. The Zoning Commission’s recommendation will be passed along to the City Commission for review and consideration along with the annexation request on March 22, 2022. Policy 5: The applicant must indicate their preferred zoning classification as part of the annexation petition. Criterion Met. The applicant has requested a zoning designation of B-2M, Community Business District-Mixed district and REMU, Residential Emphasis Mixed Use district. See Section 6 of this report for analysis of the requested zoning. Policy 6: Fees for annexation processing will be established by the City Commission. Criterion Met. The appropriate application processing and review fees accompanied the application. 112 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 22 of 44 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. Criterion Met. The subject property is accessed by an extension of Kagy Boulevard, Remington Way, and South 19th to the east, and Stucky Road on the south. 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. Criterion Met. 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. Term of annexation 8 requires notice of this requirement to be part of the annexation agreement. Satisfaction of this requirement will occur with future development. 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 provided sanitary sewer service via the applicable drainage basin defined in the City Wastewater Collection Facilities Plan. Criterion Met. City infrastructure and emergency services are available to the subject property. Numerous sewer mains are installed in adjacent ROW as noted in goal 10 above. Any future development will be required to connect to the City systems. The property is located adjacent to existing urban development that is currently served by Bozeman Fire. Per Term of Annexation 6 and 7, 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. 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 113 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 23 of 44 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. Criterion Met. No services are currently being provided on the subject property. 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. Criterion Met. Mapping to meet the requirements of the Director of Public Works must be provided with the Annexation Agreement. Mapping requirements are addressed in Recommended Term of Annexation 2. The map must include adjacent right of way and therefore cannot be described solely by reference to platted lands. 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. Neutral. The annexation does not require immediate payment of fees. The annexation agreement will provide notice of obligations to pay impact fees at times of triggers as required in ordinance. 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 twice, 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. Criterion Met. Suggested terms of annexation include a notice that the agreement, once prepared and provided to the applicant, must be signed and retuned within the stated time period. This policy will be implemented only if the Commission acts to grant approval. If the application is denied then no annexation agreement will be necessary. 114 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 24 of 44 Policy 15: When possible, the use of Part 46 annexations is preferred. Criterion Met. 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. Neutral. No road improvement district is associated with this application. Future transportation network improvements will be required upon development. Policy 17: The City will notify the Gallatin County Planning Department and Fire District providing service to the area of applications for annexation. Criterion Met. The necessary agencies were notified and provided copies of the annexation. 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 from structures. The property owner must contact the City Water and Sewer Superintendent to verify disconnects of wells and septic systems. Criterion Met. Term of annexation 6 and 7 requires full compliance with this policy. The existing residential structures utilized the emergency connection option in conjunction with this application to provide sewer service. No additional service are currently being contracted. If approved, the all septic systems and water use for human consumption will be severed and abandoned and connection to the City water and sewer system will be completed. Finally, all future development will be required to connect to city services. 115 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 25 of 44 SECTION 6 - 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 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 plans and 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 Bozeman Community Plan (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. The applicant is proposing two different zoning districts on the property; B-2M and REMU. Both districts implement the Future Land Use designation of the Bozeman Community Plan 2020. The map below is a clipped portion from the applicant submittal showing the zoning configuration. 116 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 26 of 44 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 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 Community 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. 117 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 27 of 44 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 REMU and B-2M districts are implementing district of the Community Commercial Mixed-Use category. 118 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 28 of 44 The applicant is requesting a mix of B-2M and REMU for the property, which is classified as a commercial and mixed-use zoning designation pursuant to section 38.300.110, BMC. The placement of the districts supports the tenant of the BCP2020 by modulating intensities of use by the context of the area. In this case, the more intense zoning district, B-2M is being located near existing major transportation corridors of South 19th and Stucky Road and at the extension of Kagy Boulevards. Further west the REMU district is proposed which will be supportive of the greater residential use typically found in REMU development and this area is adjacent to MSU research property. The intent and purpose of the REMU district is to establish areas within Bozeman that are mixed-use in character and to provide options for a variety of housing, employment, retail and neighborhood service opportunities within a new or existing neighborhood. These purposes are accomplished by a variety of objectives as detailed in Appendix B in this report. In other words it is a very permissive zoning district. Tables 38.310.040.A, B, & C list permitted uses in the REMU district. All types of residential structures are allowed from accessory dwelling units through apartment buildings, nearly all type of commercial uses such as retail, medical, offices, restaurants, and convenience uses are permitted. Industrial uses are limited although light manufacturing is permitted on a smaller scale. This zoning district correlates with the principles applied in the Bozeman Community Plan 2020. Ten principles are listed under Basic Planning Precepts of the Plan. First, the precept that urban design should integrate in residential and commercial land use activities, multimodal transportation, and open spaces is supported by the REMU district implementation strategies #5. Secondly, precept that a variety in housing and employment opportunities are essential is supported by the REMU district objectives #1 and 4. Third, diverse uses of land should occur relatively close to one another. This precept is supported by implementation strategy #2, 3, 4 119 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 29 of 44 and intent and purpose statement. Finally, the City intends to create a healthy, safe, resilient, and sustainable community by incorporating a holistic approach to the design, construction, and operation of buildings, neighborhoods, and the City as a whole. Developments should contribute to these goals and be integrated into their neighborhood and the larger community. This goals is implemented by the zoning districts strategy #3, 4, 5, and 6. Additional harmonious synergies are apparent but overall, the REMU district furthers the City’s effort to develop in an urban form to support existing educational systems, economies, and neighborhoods. The B-2M district desires 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. In other words, the proposed location of this district supports its intent. 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. 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. 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 120 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 30 of 44 Commission declines the annexation then the requested B-2M and REMU 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. 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. Goal RC-3: Collaborate with Gallatin County regarding annexation and development patterns adjacent to the City to provide certainty for landowners and taxpayers. Gallatin County has been notified of the proposed annexation. RC-3.3 Prioritize annexations that enable the incremental expansion of the City and its utilities. The property in question is contiguous to the City limits on the west, south, and southeast with over 4,500 lineal feet adjacent to existing City limits. It adds approximately 34 acres to the City limits that is available for urban development while creating a more consistent city border. 121 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 31 of 44 RC-3.4 Encourage annexation of land adjacent to the City prior to development and encourage annexation of wholly surrounded areas. Therefore, based on the aforementioned analysis, the proposed REMU and B-2m zoning districts are promotive of the BCP 2020. B. Secure safety from fire and other dangers. Criterion Met. There are no current buildings, however future development will be served by the Bozeman Fire Department. Fire protection water supply will be provided by the City of Bozeman water system. The property is not within any delineated floodplain nor does it have other known natural hazards. Upon annexation the subject property will be provided with City emergency services including police, fire and ambulance. Future development of 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 no obstacles have been identified in extending service to this parcel. C. Promote public health, public safety, and general welfare. Criterion Met. The proposed zoning designation will promote general welfare by implementing the future land use map in the BCP 2020. Public health and safety will be positively affected by requiring the two existing homes and new development to connect to municipal sanitary sewer and water systems, which will prevent groundwater pollution and depletion by wells and septic systems. 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. The annexation and development of this site will facilitate expansion of the non-motorized travel network with placement of a multi-use trail along water course. Presence of the trail will facilitate non-motorized travel and recreational activities supportive of personal health. D. Facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements. Criterion Met. This property is included in future planning areas. 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. 122 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 32 of 44 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.” See also comments under Criterion C. E. Reasonable provision of adequate light and air. Criterion Met. The B-2M and REMU zoning designations have 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. 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. The site has wetlands running through the northern portion of the property. The City requires protection of wetlands. This requirement applies to all zoning districts. This will support additional light and air beyond what would otherwise be applicable on the site. F. The effect on motorized and non-motorized transportation systems. Criterion Met. The proposed zoning will allow for a higher density of uses than is currently allowed under Gallatin County zoning. As a result, under the proposed zoning, when a development is proposed, they will be responsible for their frontage improvements which will include improvements along Stucky Road, extension of Remington, and the extension of Kagy Boulevard in addition to internal streets required to serve the development. 123 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 33 of 44 In addition, the City’s proposed trails plan includes a future trail along the watercourse. Additional offsite improvements to mitigate safety concerns to connect to the greater transportation system such as Stucky Road, multi-modal crossing facilities for South 19th Avenue, assuming a nexus, future development will be required to provide these improvements which will enhance the city’s motorized and non-motorized transportation systems. Due to the size and configuration of the property the Walk Score varies depending on where you request the date. On the north east side the score is 21 although marginally bikeable with a bike score of 55. On the south side the score dips to 6 and the west edge cause the Walk Score system to produce an error and gives a no walk score whatsoever. Average walk score for the city as a whole is 49 (up from 48) out of 100. According to Walk Score® the walks score measures the walkability of any address based on the distance to nearby places and pedestrian friendliness. 90 – 100 Walker’s Paradise. Daily errands do not require a car. 70 – 89 Very Walkable. Most errands can be accomplished on foot. 50 – 69 Somewhat walkable. Some errands can be accomplished on foot. 25 – 49 Car-Dependent. Most errands require a car. 0 – 24 Car-Dependent. Almost all errands require a car. 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 intent and purpose of the B-2M and the REMU is to establish areas within Bozeman that are mixed-use in character and to provide options for a variety of housing, employment, retail and neighborhood service opportunities within a new or existing neighborhood. The desire to encourage the area to develop as allowed by both the REMU and the B-2M zoning was established for many years through the adoption of the 2009 Community Plan and designating this area as Community Commercial Mixed Use. Use of this mixed-use zone is appropriate for areas adjacent to a variety of land uses and can stand alone to develop its own neighborhood character, as described in residential intent and 124 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 34 of 44 purpose statement. Surrounding zoning includes medium to high density residential, County lands, and future commercial. Creating a more dense residential development with commercial services adjacent to primary transportation corridoes, educational facilities, and close proximity to other districts in the city create compatible urban growth. In addition, the proposed zoning is in accordance with the Bozeman Community Plan’s future land use designation of Community Commercial Mixed Use. H. Character of the district. 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. 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. Application of any municipal zoning district to the subject property will alter the existing agricultural character of the subject property. 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 125 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 35 of 44 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 REMU to be compatible with adjacent development and uphold the residential character of the area. As noticed in the growth policy under discussion of this criterion a local street is considered an adequate separation between different uses and districts to minimize impacts, see page 77 of the Bozeman Community Plan 2020. 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 evolving character of the area. As underdeveloped site, describing the character of the site is problematic. However, as noted in this report, we rely on the intent of the area as described in BCP2020 and the proposed zoning districts. The intent of the B-2M district is aligned with the intent of the future land designation by the description that accommodates substantial growth and enhances the character of the city, 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. In addition, adopted 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. The proposed REMU zoning promotes the character of the district as the intent of the Residential Emphasis Mixed-use District is to: “…establish areas within Bozeman that are mixed-use in character and to provide options for a variety of housing, employment, retail and neighborhood service opportunities within a new or existing neighborhood.” Described in Appendix B below the district employs nine aspirational statements to encourage developers to design and construct developments that meet the intent and purpose of the district. 1. Emphasizing residential as the primary use, including single household dwellings, two to four household dwellings, townhouses, and apartments. 2. Providing for a diverse array of neighborhood-scaled commercial and civic uses supporting residential. 3. Emphasizing a vertical and horizontal mix of uses in a compact and walkable neighborhood setting. 126 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 36 of 44 4. Promoting neighborhoods that: a. Create self-sustaining neighborhoods that will lay the foundation for healthy lifestyles; b. Support compact, walkable developments that promote balanced transportation options; c. Have residential as the majority use with a range of densities; d. Provide for a diverse array of commercial and civic uses supporting residential; e. Have residential and commercial uses mixed vertically and/or horizontally; f. Locate commercial uses within walking distance; g. Incorporate a wider range of housing types; and h. Encourage developments that exhibit the physical design characteristics of vibrant, urban, and pedestrian-oriented complete streets. 5. Providing standards and guidelines that emphasize a sense of place: a. Support or add to an existing neighborhood context; b. Enhance an existing neighborhood's sense of place and strive to make it more self-sustainable; c. Encourage a new neighborhood commercial center(s) with a unique identity and strong sense of place; d. Develop commercial and mixed-use areas that are safe, comfortable, and attractive to pedestrians; and e. Reinforce the principle of streets as public places that encourage pedestrian and bicycle travel, transit, on-street parking and physical elements of complete streets. 6. Providing standards and guidelines that emphasize natural amenities: a. Preserve and integrate the natural amenities into the development; and b. Appropriately balance a hierarchy of both parks and public spaces that are within the neighborhood. 7. Providing standards and guidelines that emphasize the development of centers: a. Group uses of property to create vibrant centers; b. Where appropriate create a center within an existing neighborhood; c. Facilitate proven, market driven projects to ensure both long and short-term financial viability; d. Allow an appropriate blend of complementary mixed land uses including, but not limited to, retail, offices, commercial services, restaurants, bars, hotels, recreation and civic uses, and housing, to create economic and social vitality; e. Foster the master plan development into a mix of feasible, market driven uses; f. Emphasize the need to serve the adjacent, local neighborhood and as well as the greater Bozeman area; and g. Maximize land use efficiency by encouraging shared use parking. 8. Promoting the integration of action: 127 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 37 of 44 a. Support existing infrastructure that is within and adjacent to REMU zones; b. Encourage thoughtfully developed master planned communities; c. Provide flexibility in the placement and design of new developments and redevelopment to anticipate changes in the marketplace; d. Provide flexibility in phasing to help ensure both long and short term financial viability for the project as a whole; 9. Providing standards and guidelines that promote sustainable design: Use of this zone is appropriate for sites at least five acres in size and areas located adjacent to an existing or planned residential area to help sustain commercial uses within walking distance and a wider range of housing types With such a broad intent and purpose statement is difficult to find the B-2M or the REMU district would not be promotive of a districts character. However, other residential zoning districts allow the same residential structure types and densities as the REMU district. The REMU district allows great latitude for large scale commercial use as described in Table 38.310.040.A and B. Retail uses are limited as proportion of the master planned site, there is no restrictions to convenience uses, offices, general service use, short term rentals, although hotels are limited to 40,000 square feet. I. Peculiar suitability for particular uses. Criterion Met. The property is located adjacent to residential and commercial uses which the B-2M and REMU envisions. The site is well located in relation to utilities and transportation. Proximity of housing to significant services and employment is encouraged in the growth policy. The proposed zoning designations are suitable for the property’s location and adjacent uses. J. Conserving the value of buildings. Neutral. Although there are no structures on the subject property future development will influence properties nearby. Considerable new development has and is planned to occur nearby with the exception of the Genesis Business Park to the south. Development of the site will likely increase building values in the area, including the County inholding, by adding additional demand for goods and services, connecting and completing the transportation network, and through the minimum standards of the B-2M and REMU districts. K. Encourage the most appropriate use of land throughout the jurisdictional area. Criterion Met. The proposed REMU and B-2M zoning designations will encourage the most appropriate use of land as the property is adjacent to both residential and commercial uses. There is access to the city’s services, including streets, thus is able to support a higher intensity of uses as allowed within the REMU and B-2M zoning districts. Furthermore, the proposed 128 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 38 of 44 REMU zoning designation is consistent with the BCP 2020 future land use map designation of “Community Commercial Mixed Use”. 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. Based on the review of the following criteria, Staff concludes that this application is not Spot Zoning. 1. Is the proposed use significantly different from the prevailing land uses in the area? No. While the proposed use is not an exact match in type or intensity of the adjacent land uses, it is not significantly different from the uses. To the south is an existing business park commercial area that includes a variety of uses that are permitted by the proposed zoning districts in this application. Directly adjacent to this property are other properties zoned B-2M, REMU, and high density residential areas. To the north and west are State of Montana properties part of the land grant system of Montana State University. As illustrated in the maps in Section 1 of this report MSU shows the areas adjacent to the subject property earmarked for additional educational services and residential development in the future. Considerable amount of adjacent land are zoned B-2M and REMU with more REMU area being reviewed by the City directly to the south of the subject property. Although there are areas with different zoning the proposed intensity falls within the range of adjacent properties land uses of suburban office, medium to high density residential, and designated commercial areas with primary transportation corridors bounding the property. As discussed in Criterion A above, the B-2M and REMU zoning is consistent with the adopted growth policy. 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 the proposed annexation of the property. While the City supports and encourages multiparty annexation applications, they are not required, thus single owner petition annexation requests are the most frequently seen. The amendment is consistent with and supports the City’s adopted growth policy, thus is assumed to be a benefit to the greater community even though the number of immediate landowners are small. 129 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 39 of 44 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 will directly benefit from the proposed zone map amendment, the amendment is not at the expense of surrounding landowners or the general public. As discussed previously, no substantial negative impacts are identified due to this amendment. The application is consistent both with the City’s and the County’s growth policy. The growth policy’s consistency demonstrates benefit to the general public and greater community. As mentioned previously, any future development will require the applicant to provide the needed infrastructure to support new development. Concurrency and adequacy of infrastructure should mitigate potential negative effects on 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. 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), 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. 130 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 40 of 44 APPENDIX A - NOTICING AND PUBLIC COMMENT Notice was published in the Bozeman Daily Chronicle on February 20, 2022 and February 27, 2022. The notice 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 provided at least 15 and not more than 45 days prior to any public hearing. As of the writing of this report on March 3, 2022, no written comments have been received on this application. APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING Adopted Growth Policy Designation: “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.” 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) and REMU (Residential Emphasis Mixed Use). 131 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 41 of 44 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”. The intent of the REMU, Residential Emphasis Mixed Use District, whose intent is to establish areas within Bozeman that are mixed-use in character and to provide options for a variety of housing, employment, retail and neighborhood service opportunities within a new or existing neighborhood. These purposes are accomplished by: 1. Emphasizing residential as the primary use, including single household dwellings, two to four household dwellings, townhouses, and apartments. 2. Providing for a diverse array of neighborhood-scaled commercial and civic uses supporting residential. 3. Emphasizing a vertical and horizontal mix of uses in a compact and walkable neighborhood setting. 4. Promoting neighborhoods that: i. Create self-sustaining neighborhoods that will lay the foundation for healthy lifestyles; j. Support compact, walkable developments that promote balanced transportation options; k. Have residential as the majority use with a range of densities; l. Provide for a diverse array of commercial and civic uses supporting residential; m. Have residential and commercial uses mixed vertically and/or horizontally; n. Locate commercial uses within walking distance; o. Incorporate a wider range of housing types; and p. Encourage developments that exhibit the physical design characteristics of vibrant, urban, and pedestrian-oriented complete streets. 5. Providing standards and guidelines that emphasize a sense of place: f. Support or add to an existing neighborhood context; g. Enhance an existing neighborhood's sense of place and strive to make it more self-sustainable; h. Encourage a new neighborhood commercial center(s) with a unique identity and strong sense of place; i. Develop commercial and mixed-use areas that are safe, comfortable, and attractive to pedestrians; and 132 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 42 of 44 j. Reinforce the principle of streets as public places that encourage pedestrian and bicycle travel, transit, on-street parking and physical elements of complete streets. 6. Providing standards and guidelines that emphasize natural amenities: c. Preserve and integrate the natural amenities into the development; and d. Appropriately balance a hierarchy of both parks and public spaces that are within the neighborhood. 7. Providing standards and guidelines that emphasize the development of centers: a. Group uses of property to create vibrant centers; h. Where appropriate create a center within an existing neighborhood; i. Facilitate proven, market driven projects to ensure both long and short-term financial viability; j. Allow an appropriate blend of complementary mixed land uses including, but not limited to, retail, offices, commercial services, restaurants, bars, hotels, recreation and civic uses, and housing, to create economic and social vitality; k. Foster the master plan development into a mix of feasible, market driven uses; l. Emphasize the need to serve the adjacent, local neighborhood and as well as the greater Bozeman area; and m. Maximize land use efficiency by encouraging shared use parking. 8. Promoting the integration of action: e. Support existing infrastructure that is within and adjacent to REMU zones; f. Encourage thoughtfully developed master planned communities; g. Provide flexibility in the placement and design of new developments and redevelopment to anticipate changes in the marketplace; h. Provide flexibility in phasing to help ensure both long and short term financial viability for the project as a whole; 9. Providing standards and guidelines that promote sustainable design: Use of this zone is appropriate for sites at least five acres in size and areas located adjacent to an existing or planned residential area to help sustain commercial uses within walking distance and a wider range of housing types. 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 REMU correlates with the Growth Policy’s future land use designation of “Residential Mixed-Use”. 133 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 43 of 44 134 Staff Report for the West University Properties Annexation and Zone Map Amendment, Application 21409 Page 44 of 44 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF Owner: Steve Aaker, 15658 Deer Mountain Circle, Broomfield, CO 80023 Applicant: West University, LLC, 113 East Oak Street, Suite 4A, Bozeman, MT 59715 Representative: Intrinsik Architecture, 106 East Babcock Street, Suite 1A, 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. 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 can be viewed on the City’s development map at the following link. https://weblink.bozeman.net/WebLink/Browse.aspx?startid=256966&cr=1 135 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Anna Bentley, Interim Director Community Development SUBJECT:Lumberyard Zone Map Amendment to the City Zoning Map to Rezone Approximately 12 Acres From B-2 (Community Business District) to B-2M (Community Business District -Mixed) Including Adjacent Street Right of Way, Site is Located North of Patrick Street and West of N. 11th Avenue, Application 21458 MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Recommended Zoning Commission Zoning 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 21458 and move to recommend approval of the Lumberyard Zone Map Amendment, with contingencies required to complete the application processing. STRATEGIC PLAN:4.1 Informed Conversation on Growth: Continue developing an in-depth understanding of how Bozeman is growing and changing and proactively address change in a balanced and coordinated manner. BACKGROUND:The application was submitted on November 23, 2021. The site is vacant and has been partially subdivided. The adjacent property on three sides is presently vacant. A variety of commercial development is to the south including several retail businesses and offices. All surrounding property is zoned as B-2, Community Business. A public street will separate property with different zoning. See the staff report for further information. Application materials are available through the Laserfiche archive. UNRESOLVED ISSUES:None ALTERNATIVES:See attached staff report FISCAL EFFECTS:None Attachments: 21458 Lumberyard ZMA Staff Report ZC.pdf Report compiled on: March 2, 2022 136 137 Page 1 of 19 21458 Staff Report for the Lumberyard Zone Map Amendment Public Hearing: Zoning Commission meeting is on March 7, 2022 City Commission meeting is on March 22, 2022 Project Description: Amendment of the City Zoning Map to rezone approximately 12 acres from B-2 (Community Business District) to B-2M (Community Business District - Mixed) including adjacent street right of way. Project Location: northwest of the intersection of N. 11th Avenue and Patrick Street and legally described as Lot 3A of the amended plat of Lot 3, Block 3 and Lot 6A of PT Land Phase 2 Subdivision, Plat J-498 The area to be zoned includes portions of the adjacent streets. Recommendation: Meets standards for approval with contingencies. Recommended Zoning Commission Zoning 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 21458 and move to recommend approval of the Lumberyard Zone Map Amendment, with contingencies required to complete the application processing. Recommended City Commission 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 21458 and move to approve the Lumberyard Zone Map Amendment, with contingencies required to complete the application processing. Report: March 2, 2022 Staff Contacts: Chris Saunders, Community Development Manager Lance Lehigh – Engineer III Agenda Item Type: Action - Legislative EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. Application materials are available through the City’s Community Development web viewer. 138 21458 Staff Report for the Lumberyard Zone Map Amendment Page 2 of 19 Unresolved Issues None identified at this time. Project Summary The site is vacant and has been partially subdivided. The adjacent property on three sides is presently vacant. A variety of commercial development is to the south including several retail businesses and offices. All surrounding property is zoned as B-2, Community Business. A public street will separate property with different zoning. Alternatives 1. Recommend approval of the application; 2. Recommend denial of the application based on the Community Development Board’s findings of non-compliance with the criteria contained within the staff report; or 3. 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. Public Comment No written public comment has been received at this time. Received written public comment will be available through the Laserfiche archive. TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 1 Unresolved Issues ............................................................................................................... 2 Project Summary ................................................................................................................. 2 Alternatives ......................................................................................................................... 2 Public Comment.................................................................................................................. 2 SECTION 1 - MAP SERIES .................................................................................................... 4 SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT ..... 7 SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS ........................................ 7 Zone Map Amendment ....................................................................................................... 7 SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ............. 8 Spot Zoning Criteria ......................................................................................................... 15 PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 16 139 21458 Staff Report for the Lumberyard Zone Map Amendment Page 3 of 19 APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 16 APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 17 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 19 FISCAL EFFECTS ................................................................................................................. 19 ATTACHMENTS ................................................................................................................... 19 140 21458 Staff Report for the Lumberyard Zone Map Amendment Page 4 of 19 SECTION 1 - MAP SERIES Map 1: Project Vicinity Map 141 21458 Staff Report for the Lumberyard Zone Map Amendment Page 5 of 19 Map 2: Project Vicinity Map – with designations from Bozeman Community Plan 2020 Future Land Use Map 142 21458 Staff Report for the Lumberyard Zone Map Amendment Page 6 of 19 Map 3: Project Vicinity Map with Existing Zoning designations 143 21458 Staff Report for the Lumberyard Zone Map Amendment Page 7 of 19 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 an initial municipal zoning designation shall be identified as the “Lumberyard Zone Map Amendment.” All required documents must be returned to the City within 60 days of the City Commission action to approve the amendment or the preliminary approval shall be null and void. 2. That the applicant must submit a Zone Amendment map, titled “Lumberyard Zone Map Amendment.” The map must be supplied as a PDF. This map must be acceptable to the City Engineer’s Office, and must be submitted within 60 days of the action to approve the zone map amendment. Said map shall contain a metes and bounds legal description of the perimeter of the subject property including to the centerline of adjacent right-of-ways or street easements, and total acreage of the property to be rezoned. 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 Zone Map Amendment Having considered the criteria established for a zone map amendment, the Staff recommends approval as submitted. The Development Review Committee (DRC) considered the amendment. The DRC did not identify any infrastructure or regulatory constraints that would impede the approval of the application. The Community Development Board acting in their capacity as Zoning Commission will hold a public hearing on this ZMA on March 7, 2022 and will forward a recommendation to the Commission on the Zone Map amendment. The instructions for meeting location and attendance will be included on the agenda available at the City’s website, www.bozeman.net.The meeting will begin at 6 p.m. The City Commission will hold a public hearing on the zone map amendment on March 22, 2022. The instructions for meeting location and attendance will be included on the agenda available at the City’s website, www.bozeman.net. The meeting will begin at 6 p.m. 144 21458 Staff Report for the Lumberyard Zone Map Amendment Page 8 of 19 SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS In considering applications for plan approval under this title, the advisory board and City Commission must consider the following criteria (letters A-K). As an amendment is a legislative 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 plans and regulations for land development. Standards which prevent or mitigate negative impacts are incorporated throughout the entire municipal code but are principally in Chapter 38, Unified Development Code. References in the text of this report to Articles, Divisions, or in the form XX.XXX.XXX are to the Bozeman Municipal Code. Section 76-2-304, MCA (Zoning) Criteria A. Be in accordance with a growth policy. Criterion met. The application was initially submitted on November 23, 2021. On November 17, 2020, the City Commission adopted a new growth policy, the Bozeman Community Plan 2020, (BCP 2020) which replaced the prior growth policy. The following review examines the growth policy now in place and all references are to that document. The BCP 2020, Chapter 5, p. 73-78, in the section titled Review Criteria For Zoning Amendments And Their Application, discusses how the state required zoning criteria in 76- 2-304 MCA are applied locally. These criteria are presented and analyzed in this section of the report. 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 to be accordance with a growth policy. Additional details about the growth policy are available in Appendix B. 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 145 21458 Staff Report for the Lumberyard Zone Map Amendment Page 9 of 19 land use map. The introduction to Chapter 3 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.” As shown in Section 1, on the excerpt of the future land use map, the property is designated as Regional Commercial and Services. The Regional Commercial and Services designation description reads: “Regionally significant developments in this land use category may be developed with physically large and economically prominent facilities requiring substantial infrastructure and location near significant transportation facilities. Due to the scale of these developments, location, and transition between lower density uses is important. Residential space should be located above the first floor to maintain land availability for necessary services. Development within this category needs well-integrated utilities, transportation, and open space networks that encourage pedestrian activity and provide ready-access within and adjacent to development. Large community scale areas in this land use category are generally 75 acres or larger and are activity centers for several surrounding square miles. These are intended to service the overall community as well as adjacent neighborhoods and are typically distributed by a one-to two-mile separation.” The entire future land use map is available through the Community Development Viewer on the City’s website. 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. The full table is provided in Appendix C. Based on the proposed B-2M zoning districts’ proper correlation with the future land use map category of Regional Commercial and Services as an implementing district, the zone map amendment is in accordance with the future land use map. For further discussion of the application of the growth policy to the zoning amendment criteria see the discussion under individual criteria below. On p. 72 in discussion of justifications for adopting a zone map amendment four example reasons are provided. These include: d. An owner requests the change and the request meets required standards. For this application justification d is applicable as the owner has requested the change. This report evaluates the amendment criteria and finds that they have been met. Therefore, the application is in accordance with this section of the BCP 2020. 146 21458 Staff Report for the Lumberyard Zone Map Amendment Page 10 of 19 Goals and Policies This section evaluates compliance with the goals and policies contained within the Bozeman Community Plan 2020. The zone map amendment is found to both be in accord with the Bozeman Community Plan 2020 and implement the plan. Staff has found no conflict between the proposed zone map amendments and the Bozeman Community Plan 2020 and have found accordance between the amendment and the plan. The existing and requested zoning districts allow the same uses as shown in Table 38.310.040. There are combinations of features of the different zones which make the B-2M more appealing to the landowner than B-2. There is little overall difference between the districts at the larger scale of the growth policy. Staff has reviewed the BCP 2020 and finds no negative impact on the goals and policies from the change in zoning. Both districts support infill development, mixed uses, development in proximity to services, and similar infrastructure; all of which are policies in the BCP 2020. Staff did not find a material benefit to the overall growth policy compliance from the change in zoning. The change is districts is essentially neutral and either district complies with the future land use map designation of Regional Commercial and Services. Therefore, staff concludes that the application is in accordance with the growth policy as a whole. B. Secure safety from fire and other dangers. Criterion met. The subject property is currently served by City of Bozeman Fire and Police Departments. Water mains are in Patrick Street and other adjacent right of way to provide water for fire fighting. The site is presently vacant. Emergency services have ready vehicle access to the site. Future development of the property will be required to conform to all City of Bozeman public safety, building, zoning, and other land use requirements, which will ensure this criterion is met. 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, architectural design, and other features of the City’s development standards also advance the general welfare. Compliance with the BCP 2020 as described in Criterion A, shows advancement of the well-being of the community as a whole. See also Criteria B and D. 147 21458 Staff Report for the Lumberyard Zone Map Amendment Page 11 of 19 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 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. For example, the sewer and park facility plans are now in the process of being updated. The City updates 2-3 plans each year to keep current with community needs. 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. The application site is located within the City’s land use, transportation, parks, and utility planning areas. Those plans show this property as developing within the City when development/redevelopment is proposed. Adequacy of all these public requirements is evaluated during the subdivision and site development process. All zoning districts in Bozeman enable a wide range of uses and intensities. At the 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. 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 148 21458 Staff Report for the Lumberyard Zone Map Amendment Page 12 of 19 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.” As noted, the placement of a zoning district does not commit the City to infrastructure funding. However, the City uses its annual CIP to schedule and fund construction of public infrastructure. The CIP is updated each fall and addresses all types of local infrastructure. The City may choose to fund some or all of infrastructure construction when deemed adequately beneficial to the public. The City can also support construction of infrastructure through other tools such as special improvement districts or development reimbursement agreements (sometimes called paybacks or latecomer agreements). The specific needs for public requirements will be assessed during development review when the details of development are known to ensure adequacy of public requirements. At this time, the facility plans and Infrastructure Viewer show services to the site. 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 onsite open space requirements, maximum building height, and other requirements. The site is also located with existing or future public streets on four sides which provide physical separation from adjacent development and provide for access to light and air. 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 or an equivalent 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 neutral. The site is bounded by N. 11th Avenue and Patrick Street. Extensions of N. 15th Avenue and Tschache Lane will occur with future development. Easements for those two streets are in place. Patrick Street and Tschache Lane are local streets, and N 15th and N. 11th are collector streets. The existing street grid serves the larger area and connect to Oak Street which is a principal arterial, and to Baxter Lane, a collector street. The requested change in zoning from B-2 to B-2M will not immediately impact the motorized and non- motorized transportation systems as the change does not authorize any actual construction. 149 21458 Staff Report for the Lumberyard Zone Map Amendment Page 13 of 19 The specific future land uses for the site are not yet known but are the same in the existing and proposed district. The lower maximum height in B-2 may lessen total demand for transportation depending on what is ultimately constructed. In any case, development of the property is required to comply with transportation-related standards and reviewed for impacts on the surrounding streets, intersections, and sidewalks, and improvements to the transportation network. The site is well located for easy pedestrian access to the 19th corridor and Midtown and the businesses and services located there. G. Promotion of compatible urban growth. Criterion met. The Bozeman Community Plan 2020 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 Regional Commercial and Services. This designation is implemented by several zoning districts including the B-2M district proposed by the applicant. The zoning 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 designation and correlated zoning districts in the plan and proposed by the applicant, the zone map amendment would promote compatible urban growth. Any future development must comply with the building, site design, and other standards adopted to avoid or mitigate impacts of development. This supports compatible urban growth. Also see the discussion in (H) below. H. Character of the district. Neutral. 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. Application of the B-2M municipal zoning district to the subject property will not modify the allowed uses on the subject property. The City has defined compatible development as: 150 21458 Staff Report for the Lumberyard Zone Map Amendment Page 14 of 19 “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 and the overall character of the surrounding area. The site and most of the adjacent area are undeveloped. As the amendment will establish a district with a lower building height but the same uses no impact is found to this criterion. I. Peculiar suitability for particular uses. Neutral. Detailed future uses for construction on the site are not available at this time. However, the uses authorized in the B-2 and B-2M zoning districts can be seen in 38.310.040 allowing a ready comparison. Both districts allow the same uses. Therefore, no difference is expected relevant to this criterion. J. Conserving the value of buildings. Criterion met. There are no buildings presently on the site. The values of surrounding buildings are unlikely to be impacted to a measurable degree as the site is developed according to the proposed B-2M district over time. Uses are the same in both the B-2 and B- 2M districts. The maximum building heights in B-2M are lower than in B-2. The public streets provide a physical separation between the proposed B-2M and adjacent property. The growth policy in discussing Criterion H, Character of the District, states: “At a minimum, zoning boundaries should follow property boundaries. The greater the physical separation, the less likely there may be a conflict. For example, a local street, typically 60 feet wide, when combined with the standards for site development, is generally considered an adequate separation—even for substantially different districts.” Considering the factors identified above, staff finds this criterion to be met. K. Encourage the most appropriate use of land throughout the jurisdictional area. Neutral. As stated above, the Bozeman Community Plan 2020 illustrates the most appropriate use of the land through the future land use map. This application complies with the BCP 2020 by proposing a zone map amendment of a district that continues to implement the future land use map designations. The Unified Development Code contains standards, protections and 151 21458 Staff Report for the Lumberyard Zone Map Amendment Page 15 of 19 review processes to ensure the land is developed in ways that are appropriate to a site’s context and according to the BCP 2020. The uses allowed in the existing B-2 and proposed B-2M districts are the same so the amendment does not change the use of the property. 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. Based on the review of the following criteria, Staff concludes that this application is not Spot Zoning. 1. Is the proposed use significantly different from the prevailing land uses in the area? Criterion not met. This criterion includes the modifier ‘significantly.’ It is not prohibited to have uses that are different. To satisfy this criterion, the reviewer must demonstrate a ‘significant difference.’ As an example, in the Plains Grains LP case the change was from Agricultural to Heavy Industrial; and in the Little case the zoning was commercial which zoning was in conflict with the planned residential uses shown in the growth policy and existing in the surrounding area. The existing zoning of the site and the adjacent properties is B-2. The uses authorized in the B-2 and B-2M zoning districts can be seen in 38.310.040 allowing a ready comparison. Both districts allow the same uses. There are some minor differences in the review processes for similar uses in both districts. Differences between districts are primarily in non-use attributes. Therefore there is no significantly different use from those in the area. 2. Is the area requested for the rezone rather small in terms of the number of separate landowners benefited from the proposed change? Criterion met. The application is submitted by one landowner. Division 38.260 Part 2 describes the process to request a zone map amendment and its review. Section 38.260.100 explicitly authorizes an individual landowner to initiate a zone map amendment. The BCP 2020 also discusses the initiation of zone map amendments. On page 72, the needed justification for a zone map change is discussed. It states that landowner preference, when coupled with compliance with the criteria established in statute, is sufficient to justify an amendment. 152 21458 Staff Report for the Lumberyard Zone Map Amendment Page 16 of 19 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? Criterion not met. While only one landowner owns the property subject to the zone change, there is no reason to believe the amendment would come at the expense of surrounding landowners or the general public. Allowed uses are the same as the existing and adjacent B-2 zoning. Infrastructure to support the uses is also very similar. To the contrary, the BCP 2020 is an expression of the public’s desires for different types and scales of urban development throughout the City. The proposed zoning aligns with Table 4 of the BCP 2020, and therefore would be to the benefit of the general public. 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 proposed zoning amendments referred to in this notice 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 (including the application number, 21458); 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 Ave., PO Box 1230, Bozeman, MT 59771- 1230. APPENDIX A - NOTICING AND PUBLIC COMMENT Notice of the application and public hearings was published in the Bozeman Daily Chronicle on February 13 and February 27, 2022. Notice was sent via first class mail to adjacent landowners on February 11, 2022 and posted on the property on February 11, 2022. 153 21458 Staff Report for the Lumberyard Zone Map Amendment Page 17 of 19 Received written public comment will be made available through the Laserfiche archive. APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING Adopted Growth Policy Designations: The property’s growth policy designations on the Future Land Use Map of the Bozeman Community Plan 2020 (Growth Policy) is Regional Commercial and Services. Regionally significant developments in this land use category may be developed with physically large and economically prominent facilities requiring substantial infrastructure and location near significant transportation facilities. Due to the scale of these developments, location, and transition between lower density uses is important. Residential space should be located above the first floor to maintain land availability for necessary services. Development within this category needs well-integrated utilities, transportation, and open space networks that encourage pedestrian activity and provide ready-access within and adjacent to development. Large community scale areas in this land use category are generally 75 acres or larger and are activity centers for several surrounding square miles. These are intended to service the overall community as well as adjacent neighborhoods and are typically distributed by a one-to two-mile separation. Proposed Zoning Designation and Land Uses: The applicant has requested a zone map amendment to B-2M (Community Business District-Mixed). The following are the stated intent and purpose of this district: The intent of the B-2M community business district-mixed 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. The following figure from the BCP 2020, with a red box indicating the applicability of this proposed ZMA, illustrates how the proposed B-2M district correlates with the Regional Commercial and Services designation of the Future Land Use Map: 154 21458 Staff Report for the Lumberyard Zone Map Amendment Page 18 of 19 155 21458 Staff Report for the Lumberyard Zone Map Amendment Page 19 of 19 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF Owner: Virga Venture I, LLC, PO Box 1070 Bozeman MT 59771 Applicant/Representative: SMA Architecture + Design, Bozeman MT 59715 Report By: Chris Saunders, Community Development Manager FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or 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. Application materials are available through the City’s Community Development web viewer. 156 Memorandum REPORT TO:Community Development Board FROM:Tom Rogers, Senior Planner Anna Bentley, Interim Director of Community Development SUBJECT:The Carroll on Main zone map amendment requesting amendment of the City Zoning Map for two existing lots consisting of approximately 7.33 acres and the accompanying adjacent right-of way from B-2 (Community Business District) to B-2M (Community Business District-Mixed). MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Citizen Advisory Board/Commission 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 21438 and move to recommend approval of the Carroll on Main 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, Carroll on Main, LLC, 201 Elm Street, Greensboro, NC submitted an application to rezone two (2) parcels totaling 7.33 acres from B-2 to B-2M. The property currently hosts the Dollar Spree and Gallatin Valley Garden Center property. Although no future development plans were submitted or required with the application, based on the applicant narrative it appears future development will be “mixed-use.” The adjacent property on the southwest corner of the subject property is also owned by Carroll on Main, LLC. Kirk Park is directly to the north of the norther parcel with direct access from West Main Street and North 20th Avenue. The parent tract for both parcel was created prior to the addition of the Montana Subdivision and Platting Act by the West Park Manor plat recorded in 1964. This plat created Kirk Park. In 1975 COS 133 was used to create the parcel the Dollar Spree store sits on and subsequently, Minor Subdivision 72 was filed to carve out an additional parcel that now hosts Jiffy Lube. The primary differences between the B-2 and B-2M districts are slight differences in building height, more permissive residential use, and 157 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 in without a Conditional Use Permit in the B-2M zone and may be permitted in the B-2 district with an approved CUP. Application materials can be viewed on the City’s development map at the following link. https://weblink.bozeman.net/WebLink/Browse.aspx?startid=258206&cr=1 UNRESOLVED ISSUES:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this zone map amendment. 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:None identified Attachments: 21438 Carroll ZMA ZC Staff Report.pdf Report compiled on: March 3, 2022 158 Page 1 of 36 21438, Staff Report for the Carroll on Main Zone Map Amendment Public Hearing Date(s): Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on March 7, 2022 at 6:00 pm. City Commission public hearing will be held on April 5, 2022 at 6:00 pm. Project Description: The Carroll on Main zone map amendment requesting amendment of the City Zoning Map for two existing lots consisting of approximately 7.33 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 north side of the intersection of West Babcock Street and Main Street, Addressed as 2121 West Main Street and more thoroughly described as Tract 1 of COS 133-A and Lot 2 Minor Subdivision No. 72, both situated in the Northeast One-Quarter (NE ¼) of Section 11, Township Two South (T2S), Range Five East (R5E), P.M.M., Gallatin County, Montana. Recommendation: Meets standards for approval 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 21438 and move to recommend approval of the Carroll on Main Zone Map Amendment, with contingencies required to complete the application processing. Report Date: March 3, 2022 Staff Contact: Tom Rogers, Senior Planner Agenda Item Type: Action – Legislative EXECUTIVE SUMMARY Unresolved Issues None identified at this time. Project Summary The owner and applicant, Carroll on Main, LLC, 201 Elm Street, Greensboro, NC submitted an application to rezone two (2) parcels totaling 7.33 acres from B-2 to B-2M. The property currently hosts the Dollar Spree and Gallatin Valley Garden Center property. Although no future development plans were submitted or required with the application, based on the 159 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 2 of 36 applicant narrative it appears future development will be “mixed-use.” The adjacent property on the southwest corner of the subject property is also owned by Carroll on Main, LLC. Kirk Park is directly to the north of the norther parcel with direct access from West Main Street and North 20th Avenue. The parent tract for both parcel was created prior to the addition of the Montana Subdivision and Platting Act by the West Park Manor plat recorded in 1964. This plat created Kirk Park. In 1975 COS 133 was used to create the parcel the Dollar Spree store sits on and subsequently, Minor Subdivision 72 was filed to carve out an additional parcel that now hosts Jiffy Lube. The primary differences between the B-2 and B-2M districts are slight 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 in without a Conditional Use Permit in the B-2M zone and may be permitted in the B-2 district with an approved CUP. Application materials can be viewed on the City’s development map at the following link. https://weblink.bozeman.net/WebLink/Browse.aspx?startid=258206&cr=1 Public comment has been received on this application. Comments can be reviewed at the following link: https://weblink.bozeman.net/WebLink/DocView.aspx?id=259743&dbid=0&repo=BOZEMAN&cr=1 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. 160 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 3 of 36 TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 1 Unresolved Issues ............................................................................................................... 1 Project Summary ................................................................................................................. 1 Alternatives ......................................................................................................................... 2 SECTION 1 - MAP SERIES .................................................................................................... 4 SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT... 10 SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS ...................................... 10 SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ........... 11 Section 76-2-304, MCA (Zoning) Criteria ....................................................................... 11 PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 21 APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND .............. 22 APPENDIX B - NOTICING AND PUBLIC COMMENT .................................................... 22 APPENDIX C - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 23 APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF............................ 36 FISCAL EFFECTS ................................................................................................................. 36 ATTACHMENTS ................................................................................................................... 36 161 Page 4 of 36 SECTION 1 - MAP SERIES Figure 1: Aerial Image from Application – Google Earth 162 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 5 of 36 Figure 2: Vicinity Map (2021 image) Subject properties Kirk Park 163 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 6 of 36 Figure 3: Vicinity Map (2021 image) Subject properties 164 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 7 of 36 Figure 4: Current Zoning Map (2021 image) B-2 R-O R-3 R-3 R-3 B-2 Subject properties R-O R- 2 R-3 B-2M 165 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 8 of 36 Figure 5: Future Land Use Designations (2021 image) Subject properties Community Commercial Mixed Use Urban Neighborhood Urban Neighborhood Parks and Open Lands 166 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 9 of 36 Figure 6: Current Land Use (2021 image) 167 Page 10 of 36 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 “Carroll on Main Zone Map Amendment”. 2. The applicant must submit a zone amendment map, titled “Carroll on Main 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 December 15, 2021. The DRC did not identify any infrastructure or regulatory constraints that would impede the approval of the application. The Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on this zone map amendment on March 7, 2022 and will forward its recommendation to the City Commission on the zone map amendment. The meeting will conducted through WebEx. Instructions on joining the meeting will be included on the meeting agenda. The meeting will begin at 6 p.m. The City Commission will hold a public hearing on the zone map amendment on April 5, 2022. The meeting will conducted through WebEx. Instructions on joining the meeting will be included on the meeting agenda. The meeting will begin at 6 p.m. 168 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 11 of 36 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 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.” 169 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 12 of 36 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 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. 170 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 13 of 36 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 arguing, “… the B-2M zoning district will allow various housing options and community commercial space tailored to the surrounding area.” It should be noted that according to the Tables 38.310.040.A, B, and C there are no differences in uses between the B-2 and the B-2M zoning districts. There are however, important differences between the two districts. The primary differences between these two districts is that B-2M requires less parking for most uses, the ease in which residential uses may be established on the ground floor, and minor increase in building mass through setbacks and building height. 171 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 14 of 36 The Bozeman Community Plan 2020 focuses on these differences between the B-2 and B- 2M as desired outcomes to adapt to the needs of the community. 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 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 172 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 15 of 36 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 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, sustainability, 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. 173 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 16 of 36 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.” 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 although not a guarantee. The existing 50,000 square foot building and accessory uses on site generate considerable traffic. However, 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. 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 174 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 17 of 36 effect on required road improvements, pedestrian or bicycle facilities, or similar compliance with standards. The site has a Walk Score of 61, a Transit score of 22, and Bike Score of 70. Average walk score for the city as a whole is 49 (up from 48) out of 100. According to Walk Score® the walks score measures the walkability of any address based on the distance to nearby places and pedestrian friendliness. 90 – 100 Walker’s Paradise. Daily errands do not require a car. 70 – 89 Very Walkable. Most errands can be accomplished on foot. 50 – 69 Somewhat walkable. Some errands can be accomplished on foot. 25 – 49 Car-Dependent. Most errands require a car. 0 – 24 Car-Dependent. Almost all errands require a car. 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. 175 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 18 of 36 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. 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, other commercial businesses, and undeveloped area. There are a wide variety of uses adjacent to the site including residential and commercial. 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. 176 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 19 of 36 I. Peculiar suitability for particular uses. Criterion met. 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. However, considering the context of the site with a robust transportation system, large park area directly adjacent, major streets serving the property, existing city services established, and the variety of land uses in the immediate area, the proposed B-2M district allows for more similar configuration of uses as the surrounding area, even though the B-2M district is a more intensive district than the existing B-2 zoning generally allows. As shown in Figure 4, the property is bounded by B-2 zoning on the east and south, R-O and R-3 zoning to the west, and public lands to the north (Kirk Park). 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 immediate area as a result of its location and proximity to residential areas to the west. 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, semi-permanent greenhouse structures, a large associated parking area, and undeveloped areas hosting a considerable amount of noxious weeds. 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 Bozeman Community Plan illustrates the most appropriate use of the land. In this case Community Commercial Mixed Use development has 177 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 20 of 36 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 protect and promote public health, safety, and general welfare.” 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. 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. 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 178 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 21 of 36 identified due to this amendment. The proposed B-2M zoning designation will allow for a variety of uses conducive to the Community Commercial Mixed Use 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. 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 may create additional demand for services and change the character of the site as a large retail space and substantial parking area. 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. 179 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 22 of 36 APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND A zone map amendment requesting amendment of the City Zoning Map for two existing lots consisting of approximately 7.33 acres from B-2 (Community Business District) to B-2M (Community Business District-Mixed). The property currently hosts the Dollar Spree and Gallatin Valley Garden Center property. Although no future development plans were submitted or required with the application, based on the applicant narrative it appears future development will be “mixed-use.” The adjacent property on the southwest corner of the subject property is also owned by Carroll on Main, LLC. Kirk Park is directly to the north of the norther parcel with direct access from West Main Street and North 20th Avenue. The parent tract for both parcel was created prior to the addition of the Montana Subdivision and Platting Act by the West Park Manor plat recorded in 1964. This plat created Kirk Park. In 1975 COS 133 was used to create the parcel the Dollar Spree store sits on and subsequently, Minor Subdivision 72 was filed to carve out an additional parcel that now hosts Jiffy Lube. The primary differences between the B-2 and B-2M districts are slight 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 in without a Conditional Use Permit in the B-2M zone and may be permitted in the B-2 district with an approved CUP. 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 the City Commission public hearing is scheduled for August 24, 2021. Public comment has been received on this application. Comments can be reviewed at the following link: https://weblink.bozeman.net/WebLink/DocView.aspx?id=259743&dbid=0&repo=BOZEMAN&cr=1 180 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 23 of 36 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.” 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”. 181 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 24 of 36 182 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 25 of 36 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”. 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 — — — — 183 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 26 of 36 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 — 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: 184 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 27 of 36 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. 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 185 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 28 of 36 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 — 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 — — — — 186 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 29 of 36 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 — — — — — 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 187 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 30 of 36 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 — 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 — — — — 188 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 31 of 36 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 — — — — — 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. 189 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 32 of 36 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 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). 190 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 33 of 36 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. 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 191 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 34 of 36 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 — — — — — 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 — 192 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 35 of 36 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 — 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. 193 21438 Staff Report for the Carroll on Main Zone Map Amendment Page 36 of 36 Additional uses for telecommunication facilities are provided for in division 38.370 of this article. APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF Owner: Carroll on Main, LLC, 201 Elm Street, Greensboro, NC 27401 Applicant: SMA Architecture + Design, 428 E Mendenhall Street, Bozeman, MT 59715 Representative: SMA Architecture + Design, 428 E Mendenhall Street, Bozeman, MT 59715 Report By: Tom Rogers, Senior Planner 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. In addition, application materials can be viewed on the City’s development map at the following link. https://weblink.bozeman.net/WebLink/Browse.aspx?startid=258206&cr=1 194 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Anna Bentley, Interim Director Community Development SUBJECT:Upcoming Items for March 21, 2022 Community Development Board meeting. MEETING DATE:March 7, 2022 AGENDA ITEM TYPE:Policy Discussion RECOMMENDATION:No action required. STRATEGIC PLAN:4.1 Informed Conversation on Growth: Continue developing an in-depth understanding of how Bozeman is growing and changing and proactively address change in a balanced and coordinated manner. BACKGROUND:There are no project review items presently scheduled for the March 21, 2022 Community Development Board meeting. UNRESOLVED ISSUES:None ALTERNATIVES:None FISCAL EFFECTS:None Report compiled on: February 23, 2022 195