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Home My WebLink About08-15-22 CDB Agenda and Packet MaterialsA.Call to Order - 6:00 pm B.Disclosures C.Changes to the Agenda D.Public Service Announcements E.Approval of Minutes E.1 Approval of Minutes(Fuller) F.Consent Items F.1 Billings Clinic Bozeman Medical Campus Preliminary Planned Unit Development application 22244.(Montana) THE COMMUNITY DEVELOPMENT BOARD OF BOZEMAN, MONTANA CD AGENDA Monday, August 15, 2022 This meeting will be held both in-person and also using Webex, an online videoconferencing system. You can join this meeting: 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, channel 190, or attend in-person United States Toll +1-650-479-3208 Access code: 2551 054 2104 If you are interested in commenting in writing on items on the agenda please send an email to agenda@bozeman.net prior to 12:00pm on the day of the meeting. Public comments will be accepted in-person during the appropriate agenda items. You may also comment by visiting the Commission's comment page. You can also comment by joining the Webex meeting. If you do join the Webex meeting, we ask you please be patient in helping us work through this hybrid meeting. As always, the meeting will be streamed through the Commission's video page and available in the City on cable channel 190. 1 F.2 Recommendation of approval regarding the design of Aurora Technologies Site Plan, Application No. 22114 for the construction of a 77,000 square foot technology and office building located within the Montana State University Innovation Campus with associated parking, open space, stormwater, and landscaping.(Lyon) G.Public Comments This is the time to comment on any matter falling within the scope of the Community Development Board. There will also be time in conjunction with each agenda item for public comment relating to that item but you may only speak once. Please note, the Community Development Board cannot take action on any item which does not appear on the agenda. All persons addressing the Community Development Board shall speak in a civil and courteous manner and members of the audience shall be respectful of others. Please state your name and place of residence in an audible tone of voice for the record and limit your comments to three minutes. General public comments to the Board can be found in their Laserfiche repository folder. H.Special Presentations I.Action Items I.1 Shady Glen Concept Planned Unit Development Plan, Application 22102.(Rosenberg) I.2 The Thomas Drive Zone Map Amendment requesting to change zoning from on 15.037 acres from R-4 (Residential High Density) to REMU (Residential Emphasis Mixed Use). Addressed at 1013 and 1067 Thomas Drive; Application 22094.(Rogers) I.3 The Block 104 zone map amendment requesting amendment of the City Zoning Map for a city block bounded by Tamarack Street on the north, Front Street to the east, Wallace on the west, and Aspen Street on the south consisting of approximately 3.554 acres and the accompanying adjacent right-of way from M-1 (Light Manufacturing) to B-2M (Community Business District â€“ Mixed). Application 22100(Rogers) I.4 Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment to Rezone Approximately 4.3 Acres from R-3 (Residential Medium Density District) to R-4 (Residential High Density District) Including Adjacent Street Right of Way Northwest of the Intersection of Cielo Way and S. 27th Avenue, Application 22117(Saunders) J.FYI/Discussions J.1 Report on Growth Policy Implementation - Branch Out Bozeman Project (Saunders) J.2 Annual Report on Bozeman Community Plan 2020 Implementation (Saunders) K.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. 2 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). In order for the City Commission to receive all relevant public comment in time for this City Commission meeting, please submit via the Commission Comment Page or by emailing agenda@bozeman.net no later than 12:00 PM on the day of the meeting. Public comment may be made in person at the meeting as well. 3 Memorandum REPORT TO:Community Development Board FROM:Jon Fuller CD Technician III Lacie Kloosterhoff CD Office Manager Anna Bentley CD Interim Director SUBJECT:Approval of Minutes MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Approve minutes from 06-06 and 06-27. STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:na UNRESOLVED ISSUES:na ALTERNATIVES:Postpone approval of minutes. FISCAL EFFECTS:na Attachments: 06-06-22 Community Development Board Minutes.pdf 06-27-22 Community Development Board Minutes.pdf Report compiled on: August 10, 2022 4 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 1 of 7 THE CITY COMMMISSION MEETING OF BOZEMAN, MONTANA MINUTES June 06, 2022 This meeting will be held both in-person and also using Webex, an online videoconferencing system. You can join this meeting: 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, channel 190, or attend in- personUnited States Toll+1-650-479-3208Access code: 2555 235 5213 A) 00:02:50 Call to Order - 6:00 pm Present: Allison Bryan, Brady Ernst, Nicole Olmstead, Henry Happel, John Backes, Stephen Egnatz, Jennifer Madgic Absent: Gerald Pape, Padden Guy Murphy B) 00:03:32 Disclosures None. C) 00:03:38 Changes to the Agenda 00:03:47 One change to the agenda suggested by Anna Bentley, Action Item H.3 be continued to the Community Development Board meeting on June 27th. The suggestion was supported and the item is continued to Monday, June 27th. D) 00:04:24 Approval of Minutes There were no minutes approved at this meeting. Present: Gerald Pape, Allison Bryan, Brady Ernst, Nicole Olmstead, Henry Happel, John Backes, Stephen Egnatz, Jennifer Madgic Absent: Padden Guy Murphy 5 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 2 of 7 E) 00:04:30 Consent Items E.1 Recommendation of approval for a site plan for construction of a multi-household condominium development including 13 buildings with five 3-unit buildings and eight 4- unit buildings. Required parking, stormwater management, landscaping, etc. are all included. 21479 Autumn Grove Condominium Community Dev Board SR.pdf 000 Site Plan Cover Letter.pdf 003 Form A1 Development Review.pdf 007 Autumn Grove Arch Narrative Departure Request Letter 11-21-21.pdf 015 Plat J-494.pdf 016 Site Plan Project Narrative.pdf 002 C0.1 CMP & Phasing.pdf 003 C1.0 Site Plan.pdf 001 C0.0 Cover.pdf 010 A00.1 - CONCEPTUAL RENDERINGS.pdf 011 A00.2 - MATERIALS BOARD.pdf 009 A00.0 - COVER.pdf 103 L101 - Overall Landscape Plan - Autumn Grove Condominiums_21-12-06.pdf 107 L201 - Landscape Details - Autumn Grove Condominiums_21-12-06.pdf 108 Site Lighting.pdf 109 Photometrics.pdf 018 A01.6 BLDG 1 - TYPE 3-C - ELEVATIONS.pdf 025 A02.6 BLDG 2 - TYPE 4-A - ELEVATIONS.pdf 032 A03.6 BLDG 3 - TYPE 3-A - ELEVATIONS.pdf 039 A04.6 BLDG 4 - TYPE 4-B - ELEVATIONS.pdf 046 A05.6 BLDG 5 - TYPE 4-C - ELEVATIONS.pdf 053 A06.6 BLDG 6 - TYPE 4-C - ELEVATIONS.pdf 060 A07.6 BLDG 7 - TYPE 4-C - ELEVATIONS.pdf 067 A08.6 BLDG 8 - TYPE 4-A - ELEVATIONS.pdf 074 A09.6 BLDG 9 - TYPE 3-A - ELEVATIONS.pdf 081 A10.6 BLDG 10 - TYPE 4-B - ELEVATIONS.pdf 088 A11.6 BLDG 11 - TYPE 3-B - ELEVATIONS.pdf 095 A12.6 BLDG 12 - TYPE 3-D - ELEVATIONS.pdf 102 A13.6 BLDG 13 - TYPE 4-D - ELEVATIONS.pdf 00:05:12 Staff Presentation : Planner Lynn Hyde provided a brief overview on the reason for the project's classification as a consent item and responded to public comments. 00:17:21 Public Comment: Joel Rudy, 1811 Springview Court, offered public comment and expressed concerns regarding the application. Mindy Grove, 3017 Tschache Lane, offered public comment and expressed concerns regarding the application. 00:23:00 Board member Egnatz requested that consent item E1 be moved to the action agenda for further consideration. 6 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 3 of 7 01:09:48 Motion Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for site plan application 21479 for the Autumn Grove Condominium and move to recommend approval of the site plan, subject to recommended conditions and all applicable code provisions. Stephen Egnatz: Motion Gerald Pape: 2nd 01:19:17 Vote on the Motion to approve Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for site plan application 21479 for the Autumn Grove Condominium and move to recommend approval of the site plan, subject to recommended conditions and all applicable code provisions.. The Motion carried 8 - 0 Approve: Gerald Pape Allison Bryan Brady Ernst Nicole Olmstead Henry Happel John Backes Stephen Egnatz Jennifer Madgic Disapprove: None F) 01:20:20 Public Comments There were no general public comments. H) Action Items 00:23:14 Recommendation of approval for a site plan for construction of a multi- household condominium development including 13 buildings with five 3-unit buildings and eight 4-unit buildings. Required parking, stormwater management, landscaping, etc are all included. 00:29:05 Board Questions: The board posed questions to staff. 00:32:14 Staff Presentation: Planner Lynn Hyde presented additional information. 00:41:44 Board Questions: The board posed additional questions to staff regarding application 21479. 00:54:31 Applicant Presentation: Eric of Madison Engineering presented on behalf of the developer and emphasized parking and parkland. 7 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 4 of 7 00:56:49 Board Questions: The board posed questions to the representatives. Dean Burges, a representative of the developer, provided a brief secondary applicant presentation and answered questions posed by the board related to architecture. 01:09:27 Motion Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for site plan application 21479 for the Autumn Grove Condominium and move to recommend approval of the site plan, subject to recommended conditions and all applicable code provisions. Stephen Egnatz: Motion Gerald Pape: 2nd 01:19:25 Vote on the Motion to approve Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for site plan application 21479 for the Autumn Grove Condominium and move to recommend approval of the site plan, subject to recommended conditions and all applicable code provisions.. The Motion carried 8 - 0 Approve: Gerald Pape Allison Bryan Brady Ernst Nicole Olmstead Henry Happel John Backes Stephen Egnatz Jennifer Madgic Disapprove: None H.1 01:25:29 Recommendation of approval for a site plan for new construction of a 65-unit combination single-detached household and rowhouse rental residential development on 4-acres consisting of two blocks within the Blackwood Groves Subdivision, Phase 1 located at the southeast corner of S. 19th Ave. and Cambridge Drive. 01:26:14 Staff presentation: Planner Susana Montana presented application 21421. 002_A0-30 Architectural Site Plan.pdf V2.pdf 001_CS Cover Sheet.pdf V2.pdf 001_Project Narrative.pdf V2.pdf 21421 Blackwood Groves cottages site plan CDB cover sheet.docx Attachment 2 for 21421 Cottages_Master Parkland Tracking Table.pdf Overall Landscape Plan.pdf 021_A1.00 Floor Plans and Elevations_Type 1.pdf 022_A1.01 Floor Plans and Elevations_Type 1.pdf 023_A1.02 Floor Plans and Elevations_Type 1.pdf 024_A2.00 Floor Plans and Elevations_Type 2.pdf 8 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 5 of 7 025_A2.01 Floor Plans and Elevations_Type 2.pdf 026_A2.02 Floor Plans and Elevations_Type 2.pdf 027_A2.03 Floor Plans and Elevations_Type 2.pdf 028_A2.04 Floor Plans and Elevations_Type 2.pdf 029_A3.00 Floor Plans and Elevations_Type 3.pdf 030_A3.01 Floor Plans and Elevations_Type 3.pdf 031_A3.02 Floor Plans and Elevations_Type 3.pdf 032_A3.03 Floor Plans and Elevations_Type 3.pdf 033_A3.04 Floor Plans and Elevations_Type 3.pdf 034_A3.05 Floor Plans and Elevations_Type 3.pdf 035_A4.00 Floor Plans and Elevations_Type 4.pdf 036_A4.01 Floor Plans and Elevations_Type 4 Alt.pdf 037_A4.02 Floor Plans and Elevations_Type 4.pdf 038_A4.03 Floor Plans and Elevations_Type 4 Alt.pdf 039_A4.04 Floor Plans and Elevations_Type 4.pdf 040_A4.05 Floor Plans and Elevations_Type 4.pdf 041_A4.06 Floor Plans and Elevations_Type 4 Alt.pdf 042_A4.07 Floor Plans and Elevations_Type 4 Alt.pdf 043_A4.08 Floor Plans and Elevations_Type 4.pdf 044_A4.09 Floor Plans and Elevations_Type 4.pdf 045_A4.10 Floor Plans and Elevations_Type 4 Alt.pdf 046_A5.00 Floor Plans and Elevations_Type 5.pdf 047_A5.01 Floor Plans and Elevations_Type 5.pdf 048_A5.02 Floor Plans and Elevations_Type 5.pdf 21421 Blackwood Groves cottages SP CDB staff rpt.pdf 01:39:34 Board questions: The board posed questions to staff. 01:50:26 Applicant Presentation: Grant Sipe and Rob Pertzborn presented on behalf of the developer. 01:58:46 Board Questions: The board posed questions to the representatives. 02:14:24 Staff Response: Planner Susana Montana provided a response to the representatives' presentation. 02:15:41 Motion Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for site plan application 21421 for the Blackwood Groves Cottages and move to recommend approval of the site plan, subject to recommended conditions and all applicable code provisions. Brady Ernst: Motion Allison Bryan: 2nd 02:23:00 Vote on the Motion to approve Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for site plan application 21421 for the Blackwood Groves Cottages and move to recommend approval of the site plan, subject to recommended conditions and all applicable code provisions.. The Motion carried 8 - 0 9 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 6 of 7 Approve: Gerald Pape Allison Bryan Brady Ernst Nicole Olmstead Henry Happel John Backes Stephen Egnatz Jennifer Madgic Disapprove: None H.2 02:24:06 Annexation and initial zoning application 21443 requesting annexation of 8.56 acres and amendment to the City Zoning Map for the establishment of a zoning designation of B-2M (Community Business-Mixed District). 21443 Davis Lane Prop Annx-ZMA ZC SR.pdf 02:24:35 Staff Presentation: Planner Tom Rogers presented on the proposed annexation and initial zoning. 02:30:52 Board Questions: The board posed questions to staff. 02:39:07 Applicant Presentation: Matt Four presented on behalf of the applicant and provided additional context for the site. 02:43:39 Board Questions: The board posed questions to the representative. 02:50:04 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 21433 and move to recommend approval of the 6590 Davis Lane Annexation Zone Map Amendment, with contingencies required to complete the application processing. Jennifer Madgic: Motion John Backes: 2nd 02:57:14 Vote on the Motion to approve 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 21433 and move to recommend approval of the 6590 Davis Lane Annexation Zone Map Amendment, with contingencies required to complete the application processing.. The Motion carried 8 - 0 Approve: Gerald Pape Allison Bryan Brady Ernst Nicole Olmstead 10 Bozeman City Commission Meeting Minutes, June 06, 2022 Page 7 of 7 Henry Happel John Backes Stephen Egnatz Jennifer Madgic Disapprove: None I) 02:58:03 FYI/Discussions I.1 02:58:15 Upcoming Items for June 27, 2022 Community Development Board meeting. Interim Director of Community Development Anna Bentley informed the board that Ordinance 2104 Planned Development Zones, a text amendment to appeal and replace the Planned Unit Development Process, and Shady Glen PUD Concept Plan will be discussed on the Monday June 27th meeting. I.2 02:59:41 Advisory Board Rules and Procedures. CDB June 6 FYI item Rules and Procedures_cover sheet.pdf Interim Director of Community Development Anna Bentley highlighted rules and procedures that apply to all advisory boards with an emphasis on attendance. Board members discussed attendance and meeting format. J) 03:07:38 Adjournment For more information please contact Anna Bentley, abentley@bozeman.net General information about the Community Development Board is available in our Laserfiche repository. Choose a building block. 11 Bozeman City Commission Meeting Minutes, June 27, 2022 Page 1 of 4 THE CITY COMMMISSION MEETING OF BOZEMAN, MONTANA MINUTES June 27, 2022 Present: Allison Bryan, Brady Ernst, Henry Happel, John Backes, Padden Guy Murphy, Jennifer Madgic Absent: Gerald Pape, Nicole Olmstead, Stephen Egnatz A) 00:02:37 Call to Order - 6:00 pm  Meeting started late due to microphone technical difficulties. B) 00:03:24 Disclosures  There were no disclosures during this meeting. 00:04:00 Board member Jerry Pape arrived in person at 6:20pm. Present: Gerald Pape, Allison Bryan, Brady Ernst, Henry Happel, John Backes, Padden Guy Murphy, Jennifer Madgic Absent: Nicole Olmstead, Stephen Egnatz C) 00:04:24 Changes to the Agenda 00:04:25 Approval of minutes from 5/16 were postponed to the next board meeting. E) 00:04:25 Approval of Minutes E.1 Approval of Minutes from May 16, 2022 05162022 CD Board Minutes.pdf 00:04:31 No minutes were approved at this meeting. The approval of 5/16 minutes was moved to the following week. F) Consent Items  There were no consent items at this meeting. 12 Bozeman City Commission Meeting Minutes, June 27, 2022 Page 2 of 4 G) Public Comments 00:06:19 There were no general Community Development public comments. I) 00:06:30 Action Items I.1 00:06:44 Ordinance 2104 To Repeal and Replace Division 38.430 Planned Unit Development With A New Planned Development Zone Process And Amend 24 Related Sections Of The Bozeman Municipal Code, Application 22133 22133 CDB Staff Report - PUD_PDZ final.pdf Ordinance 2104 Planned Unit Development 6-8-2022.pdf 22133 PDZ e-notification.pdf 00:07:12 Chris Saunders presented the new ordinance, 2104, concerning Planned Development Zones.  The board posed questions to staff. 01:55:48 Andrew Meriton made a public comment on PUD/PDZ impact on public value. 01:59:00 Mary Wictor provided public comment regarding the PUD/PDZ changes. 02:02:30 Motion Community Development Board Recommended Motion: Having reviewed and considered the staff report, draft ordinance, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 22133 and move to recommend approval of Ordinance 2104. Allison Bryan: Motion John Backes: 2nd Present: Gerald Pape, Allison Bryan, Brady Ernst, Henry Happel, John Backes, Padden Guy Murphy, Jennifer Madgic Absent: Nicole Olmstead, Stephen Egnatz 02:30:45 Vote on the Motion to approve Community Development Board Recommended Motion: Having reviewed and considered the staff report, draft ordinance, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 22133 and move to recommend approval of Ordinance 2104.. The Motion failed 0 - 7 Approve: None Disapprove: Gerald Pape Allison Bryan Brady Ernst Henry Happel John Backes Padden Guy Murphy Jennifer Madgic 13 Bozeman City Commission Meeting Minutes, June 27, 2022 Page 3 of 4 02:32:00 Motion Whereas sheet: Whereas a new planned development ordinance offers the opportunity for the City to be more flexible in considering development proposals; And whereas the City's needs with regard to development are constantly changing, as witnessed by the recent explosion in housing demand; And whereas the speed and impact of these changes are used in favor of increased flexibility for the City in assessing development proposals; And whereas the ordinance as proposed, fails to give sufficient weight to affordable housing while ignoring development goals such as density, parks, and economic development; And whereas the ordinance misses an opportunity to invite novel proposals from the nationwide development community; Now therefore the Community Development Board encourages the City Commission to amend the proposed Planned Development Zones Ordinance, City Ordinance 2104, to further encourage the submission of proposals from developers to the City, and more importantly, to grant substantial additional flexibility to the City in considering novel development proposals. The board believes that such additional flexibility could be obtained by amending Section 20 of the ordinance to delete specific PDZ eligibility requirements, and replacing these with a more generally described reference to higher priority community goals as determined annually by the City Commission, conforming limits to invite developer ideas and to protect the City's legal interest would be required. Henry Happel: Motion Gerald Pape: 2nd 02:38:26 Vote on the Motion to amend whereas sheet: Whereas a new planned development ordinance offers the opportunity for the City to be more flexible in considering development proposals; And whereas the City's needs with regard to development are constantly changing, as witnessed by the recent explosion in housing demand; And whereas the speed and impact of these changes are used in favor of increased flexibility for the City in assessing development proposals; And whereas the ordinance as proposed, fails to give sufficient weight to affordable housing while ignoring development goals such as density, parks, and economic development; And whereas the ordinance misses an opportunity to invite novel proposals from the nationwide development community; Now therefore the Community Development Board encourages the City Commission to amend the proposed Planned Development Zones Ordinance, City Ordinance 2104, to further encourage the submission of proposals from developers to the City, and more importantly, to grant substantial additional flexibility to the City in considering novel development proposals. The board believes that such additional flexibility could be obtained by amending Section 20 of the ordinance to delete specific PDZ eligibility requirements, and replacing these with a more generally described reference to higher priority community goals as determined annually by the City Commission, conforming limits to invite developer ideas and to protect the City's legal interest would be required.. The Motion carried 7 - 0 Approve: Gerald Pape Allison Bryan Brady Ernst 14 Bozeman City Commission Meeting Minutes, June 27, 2022 Page 4 of 4 Henry Happel John Backes Padden Guy Murphy Jennifer Madgic Disapprove: None I.2 02:39:06 Discussion And Decision On Alternate Meeting Dates Policy When Standard Dates Of Board Meetings Are Cancelled Due To Holidays CDB resolution 6-27-2022 Meeting Dates.pdf 02:41:25 Motion Motion to approve Community Development Board Resolution 2022-1, which establishes alternate meeting dates when standard meeting dates are affect by holidays. Henry Happel: Motion John Backes: 2nd 02:43:21 Vote on the Motion to approve Motion to approve Community Development Board Resolution 2022-1, which establishes alternate meeting dates when standard meeting dates are affect by holidays.. The Motion carried 7 - 0 Approve: Gerald Pape Allison Bryan Brady Ernst Henry Happel John Backes Padden Guy Murphy Jennifer Madgic Disapprove: None J) FYI/Discussions J.1 02:43:34 Upcoming Items for July 11, 2022 Community Development Board meeting. K) 02:44:14 Adjournment For more information please contact Anna Bentley, abentley@bozeman.net General information about the Community Development Board is available in our Laserfiche repository. 15 Memorandum REPORT TO:Community Development Board FROM:Susana Montana, Senior Planner Brian Krueger, Manager, Development Review Division Anna Bentley, Interim Director and Deputy Director Community Development Department SUBJECT:Billings Clinic Bozeman Medical Campus Preliminary Planned Unit Development application 22244. MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Community Development - Quasi-Judicial RECOMMENDATION:Recommend approval of the Preliminary PUD to the City Commission as presented. 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 Department of Community Development received a Preliminary PUD submittal on June 29, 2022 for the 58-acre medical service “campus” at the northeast edge of the City to request relaxations to building heights, signage, street lights, block frontage standards, block size and residential use in the B-2-zoned Site. This submittal was revised on August 2, 2022 and it is this submittal that is being presented to the Board. The campus has an adopted Master Site Plan and an approved Phase 1 site plan for the medical office building currently under construction. The proposed deviations of the P-PUD are consistent with the adopted Master Site Plan. UNRESOLVED ISSUES: Staff supports the 12 requested deviations of the Preliminary PUD. ALTERNATIVES:None suggested. FISCAL EFFECTS: 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 16 the time of issuance of building permits for individual developments along with City sewer and water connection fees. Attachments: 22244 Billings Campus P PUD cover ltr.docx 22244 Billings P PUD CDB staff rpt.pdf Attachment A 22244 Prelim PUD Document and Guidelines.pdf Report compiled on: August 2, 2022 17 Memorandum REPORT TO:Community Development 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 Preliminary Planned Unit Development (P-PUD),Application 22244 MEETING DATE:August 15, 2022 RECOMMENDATION:Seeking comments and recommendations on 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 aP-PUD submittal on June 29, 2022 for the 58-acre medical service “campus” at the northeast edge of the City to request relaxations to building heights, signage, street lights, 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, street lights, block size and residential use but does not support the building façade lighting or 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. 18 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 1 of 21 Application No. 22244 Type: Preliminary PUD Plan Planned Unit Development (PUD) Preliminary Plan pursuant to BMC 38.430.040.A.2, Preliminary PUD Plans and 38.430.070, Phased PUDs for the Billings Clinic Bozeman Medical Campus. Project Name Billings Clinic Bozeman Medical Campus Preliminary PUD Summary [Please see Attachment A for the Applicant’s full application narrative] This PUD Preliminary Plan accompanies the base B-2, Community Business, 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 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 3.02 on page 36 of Attachment A]. A PUD Concept Plan was reviewed and Community Development Board Member comments on the proposal were conveyed to the Applicant on March 7, 2022 (Project No. 21471). This Preliminary PUD was submitted for review on June 29, 2022. After initial evaluation of and comment on the application by City staff, the Applicant made revisions to the initial application and this staff report evaluates the August 2, 2022 revised submittal which is reflected in Attachment A. The P-PUD provides deviations 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 a long-range 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 would limit the full achievement of the Applicant’s objectives for this integrated medical campus. The Applicant proposes this PUD with the following deviations to the BMC to enable and facilitate their objectives [see alto Table 1 on page 5 of this report and on pages 45 to 49 of Attachment A]. The deviations to the Bozeman Municipal Code (BMC) sought are: (1) BMC Table 38.310.040.C. Residential use on the ground floors in a B-2 zone. This deviation would allow dwelling units of all types on all floors of buildings within the Area A, B, E and F of the campus. The “middle” Area C and D would still limit residential use to the upper levels [see Deviation/Relaxation No. 1 found on page 45 of the Applicant’s Narrative in Attachment A). Staff supports this deviation. (2) 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 151-feet and 8 stories in Area B and D in the south-central and south-east portions of the campus and seeks heights of 104-feet and 6 stories in Area A, C and G (see Areas on Figure 4 on page 9 below, Deviation No. 2 on page 45 of Attachment A and height exhibits on pages 75 to 77 of Attachment A). Staff supports this deviation. (3) BMC 38.560.060. Signage. Since the 58-acre Site is a single parcel/lot, the standard way to regulate the maximum amounts of signage on a per lot basis does not work for this campus. Rather than a “per lot” measurement of signage, the PUD would establish a “per linear foot of the building” limit for wall signs. In addition, the PUD would increase the height and signage square footage of identifying “monument” signs (see Deviations 3, 4, 5 and 6 on pages 45 and 46 of Attachment A and signage standards on pages 84 through 90 of Attachment A). Staff supports this deviation. (4) BMC Table 38.540.050-3 and Section 38.540.050, Minimum and Maximum Parking Requirements. 19 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 2 of 21 (4) City Commission Resolution For Standard Streetlight Design. The Phase 1 development of the campus medical center was allowed by the City Engineer to install black streetlight poles instead of the City standard dark green poles. Deviation No. 7 on page 47 of Attachment A would allow the continued use of the black streetlight poles and fixtures within the campus. Note that this is not a zoning deviation but, rather, is an adopted City policy by the City Commission. The City Commission must explicitly grant this request. The City Engineer supports this alternate street light fixture for the entire campus provided the developer maintains, repairs and provides an adequate supply of replacement parts for the black street light fixtures. (5) BMC 38.540.050-3, Parking Minimum and Maximum Quantities. Deviation No. 8 on page 47 and 59 of Attachment A would exempt all developments within the PUD Site from any minimum or maximum parking requirement. In its place, each lot owner/developer would determine the number of parking spaces s/he deems necessary to satisfy their own or their tenants’ demands. The Property Owners Association (POA) would stipulate that all surface parking spaces are common to the Site and would be shared by all users. Only parking structures would be “condominiumized” and would be exclusive to their owner. (6) BMC 38.510.030.M, Block Frontage Standards for Parking Structures. Deviation 9 on page 47 and 59 would exempt parking structures from having to have retail, office or residential uses placed or “wrapped” around on the ground floor space. Staff questioned whether this deviation would produce a “superior” structure and “neighbor” to the campus. The Applicant explained that this deviation was necessary to for medical service-related garage structures and that retail or office uses “wrapped” around the ground floor of the garage would be a distraction and would not support the medical service use of the garage. Since this is a medical service campus, staff supports this deviation in order to produce a better, if not superior, garage function for the adjacent medical service facilities that it serves. (7) BMC 38.540.050.A.4 Bicycle Parking. Deviation No. 10 on page 48 would reduce the number of bicycle parking spaces required from the BMC standard 10% of the number of vehicle spaces required (note that none would be required per Deviation No. 8) to 10% of the number of staff parking spaces provided and 2% of the number of patient/visitor parking spaces provided. Staff supports this deviation. (8)BMC 38.510.030.D. Block Frontage. Deviation No. 11 on page 48 and 78 of Attachment A would exempt all buildings and parking lots from all block frontage requirements of 38.510.030, with the exception that buildings with frontage along a public street must meet the applicable Block Frontage transparency requirements. Should this deviation be granted, (a) Buildings may be setback from the street any distance; (b) building side or rear facades may face the street but if facing a public, City-maintained street, it must meet the applicable Block Frontage transparency requirements; (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; (e) parking along streets may exceed 50% of the street frontage; and (f) ground floor residential units would not be assured the privacy and safety standards of subsection J, Special Residential Block Frontage standards. Staff supports these deviations. 20 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 3 of 21 (9).BMC 38.410.040. Block Size. / Block length and width (Deviation 12). The approved Master Site Plan [see Figure 3 on page 8 of this report and page 36 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 7 Areas [see Figure 4 below and the Project Area Diagram on page 53 of Attachment A]. This deviation exempts development within this single lot “block” from the BMC standards for 300 to 400 maximum length and 200 feet maximum width blocks. Staff supports this deviation. 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 Alicia Paz-Soliz Noticing Public Comment Period Site Posted Adjacent Owners Mailed Newspaper Legal Ad NA -- not required NA NA NA Advisory Boards Board Date Recommendation Development Review Committee (DRC) July 20, 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 August 15, 2022 TBD Recommendation Sec. 38.430.040.A.2.d and 38.430.070.C.3 of the BMC requires the Community Development Board, acting as the Design Review Board, to review the PUD Preliminary and Phased PUD Plan to offer comments and recommendations to the Applicant for any appropriate revision to the Preliminary PUD and to offer recommended conditions of approval to the City Commission for their determination on the application. Full application and file of record: Community Development Department, 20 E. Olive St., Bozeman, MT 59715 21 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 4 of 21 PROJECT SUMMARY Pursuant to Section 38.430.040.A.2.c, The City Commission is the Review Authority for Preliminary PUD applications. Per 38.230.040, the Community Development Board, acting as the Design Review Board (DRB), is required to make advisory comments and a recommendation to the Bozeman City Commission on this application. The Community Development Board, acting as the Design Review Board, will meet on this application on August 15, 2022. (1) STAFF RECOMMENDATIONS ON THE PUD PRELIMINARY PLAN PROPOSED DEVIATIONS 1. Staff supports the building height deviations, which address 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 deviations. 3. Staff supports the block size deviations, which were approved with the campus Master Sign Plan. 4. Staff supports the Residential use deviations 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. Overall, the 12 proposed deviations would produce a superior design for this unique 58-acre, single-ownership medical “campus” which would be guided in its multi-year and multi-phased development by the adopted Master Site Plan. The proposed deviations would facilitate the design and development of that Master Site Plan. 22 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 5 of 21 Table 1: Summary of the requested deviations for the PUD Proposed Deviation No. BMC Code Deviation Staff Support 1 Table 38.310.040.C Allow all residential uses as-of-right Yes 2 Table 38.320.050 Increase allowable building heights to 151’/8 stories in Area B and D; and allow 104’ and 6 stories in Area A, C and G. Yes 3 Table 38.560.060 Since this Site is a single lot, instead of a maximum sign area per lot, the maximum wall sign area would be 2 per façade and 250 sf for medical buildings and 1 wall sign per frontage and 1.5 sf per linear foot of building frontage. Yes, provided roof signs are not permitted. 4 Table 38.560.060 Allows monument signs up top 20’ height and 175 sf in sign area for medical buildings. Yes 5 Table 38.560.060 Allows monument sign height of 8’ for non-medical buildings. Yes 6 BMC 38.560.070 Allows wayfinding sign height of 9’ with a 2’ high masonry base and 100 feet separation between wayfinding signs. Yes 7 Bozeman Standard Street Lights Continue to use black street light poles and fixtures Yes, with City Engineer conditions and City Commission approval 8 Table 38.540.050-3 and 38.540.050 No minimum and maximum parking requirement for any use. Yes 9 Sec. 38.510.030.M No “lining” of ground floor parking structures with retail, office, residential or other pedestrian-interest use Yes 10 Sec. 38.540.050.A.4 Bicycle parking reductions Yes 11 Sec. 38.510.030 Exemption from Block Frontage requirements Yes 12 Sec. 38.410.040 Block size--length and width Yes 23 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 6 of 21 MAP SERIES Figure 1: Location Map 24 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 7 of 21 Figure 2: Zoning Map 25 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 8 of 21 Figure 3: Approved Master Site Plan 26 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 9 of 21 Figure 4: Campus Areas 27 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 10 of 21 Figure 5: Phase 1 development area Figure 6: Phase 1 medical office building in Area E 28 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 11 of 21 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 deviations 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. 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 deviations 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. Staff Comment: The Billings Clinic Bozeman “campus” PUD implements the adopted Master Site Plan for the Site and, if granted by the City Commission, would facilitate the development and maturation of a new mixed use neighborhood which would provide medical and support services for City and regional residents, which would provide employment for City and regional residents, which could provide housing in close proximity to employment centers, and which would provide a compact mixed use neighborhood which would be well integrated with surrounding 29 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 12 of 21 neighborhoods and nearby emerging neighborhoods. Such a development would positively address Community Plan/Growth Policy objectives and Climate Plan policies and objectives. 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 deviations 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 deviations 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, rowhouses, and ground floor dwelling units. The PUD deviation would allow dwelling units of all types as a principal use on the ground floor and above in all areas of the Site. The land use deviation would also allow hospitals explicitly as a principal permitted use. Form and intensity standards 38.320 Zoning: B-2 Setbacks Required(f eet) Setbacks per approved Master Site Plan Parking / Loading Meets Code? Seeks deviations for setbacks and meets approved Master Site Plan designs 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. 30 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 13 of 21 Lot coverage NA per approved Master Site Plan Allowed: 100% Proposed: TBD per site plan Meets Code? Yes, with approval of the proposed PUD deviations Building height Allowed: 75’ 151’ Meets Code? Yes, with approval of the proposed PUD deviations Comments: The 60’ maximum height for a B-2 zoned Site lying within a Regional Commercial and Services growth policy land use designation may be increased from by 50% to 90’ as of right, depending on roof pitch. The Applicant seeks taller buildings in Area B and D of up to 8 stories and 151’ and taller buildings of up to 6 stories and 104’ in Area A, C and G (see Figure 4). Applicable zone specific or overlay standards 38.330-40 NA Comments: NA General land use standards and requirements 38.350 Yes Comments: The provisions of Section 38.350 would not change with the PUD deviations. Applicable supplemental use criteria 38.360 NA Supplemental uses/type NA Comments: The provisions of Section 38.360 would not change with the PUD deviations. Wireless facilities 38.370 NA Affordable Housing 38.380.010 NA Affordable housing plan NA Comments: The provisions of Section 38.370 would not change with the PUD deviations. The PUD does not propose any change to applicable wireless telecom facilities or affordable housing provisions. 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 Level of Service 38.400.060 Varies from B to F See below Transportation grid adequate to serve site Yes Comments: The PUD proposes no deviations to City Street design standards or BMC regulations. Development within the PUD Site would follow the provisions of the adopted Master Site Plan. 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. Per the 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 31 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 14 of 21 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 Meets Code? Yes Comments: No change Drive access 38.400.090 Access to site: multiple per Master Site Plan Yes 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 deviations Midblock crossing: rights of way for pedestrians alternative block delineation Yes 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 Area. This deviation 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 deviation. 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 32 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 15 of 21 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 NA Watercourse setback planting plan 38.410.100.2.f NA Comments: The only water body on the Site is the Maynard Border Ditch irrigation ditch which, by definition in BMC 38.700.210, is not deemed a “watercourse” as the water therein is not naturally occurring. 6c. Conformance with Article 4 – Community Design Provisions: Park and Recreation Requirements (38.420) Meets Code? Parkland requirements 38.420.020.A NA Cash donation in lieu (CIL) 38.420.030 NA 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. If, and when, dwelling units are proposed for development within the campus, a site plan would be reviewed which would address parkland needs of those residents. 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 Yes with PUD deviations Departure criteria See proposed deviations below. Proposed Block Frontage Deviations: The Applicant has stated that it will follow the Mixed and Gateway BF standards with the following exceptions (deviations): 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 public street, the building would meet transparency requirements of the applicable Block Frontage designation; 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: PUD design standards and guidelines would replace BMC code provisions and it is anticipated that the PUD Chapter 4 design guidelines and standards would demonstrate that the deviation would provide a superior project design than the standard Block Frontage standards. The Final PUD submittal should include a stand-alone Design Guidelines or Design Manual document. 33 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 16 of 21 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 deviation is granted with clarifying language noted below. Comments: Deviation sought: The Applicant seeks a larger block size deviation 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. When site plan applications are submitted for review against BMC and PUD standards, Staff cannot measure applications against the language “where feasible” and, therefore staff recommends that the Final PUD Design Manual specify a minimum and maximum block size for this campus PUD. 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 Comments: No change to BMC is proposed. The PUD application is seeking 14 “performance points” for additional open space to partially qualify for a PUD application. The locations of the 5.86 acres of additional open space are shown below in Figure 7. 34 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 17 of 21 Figure 7: Performance Point Open Space Areas 35 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 18 of 21 7d. Conformance with Article 5 – Parking (38.540) Meets Code? Parking requirements 38.540.050 Yes with PUD approval 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 Provided off-street Provided on-street Bicycle parking 38.540.050.A.4 Yes Comments: Deviation 8 would exempt development within the campus from any minimum or maximum parking requirement and, rather, parking would be provided “based on the planned building use. A parking needs assessment would be provided with the Site Plan Review for each building phase to determine the off-street parking to be provided.” Staff opines that this “market based” approach would be suitable for such an integrated medical service campus in which parking lots would be shared by workers, clients and visitors to the campus. Surface parking lots could be deemed interim uses which could be developed over time as structured parking with commercial or residential uses above. It is recommended that parking lots be designed to provide surveillance for users, be landscaped with deciduous trees to provide shade and reduce the heat island effect of excessive pavement, and provide proper wayfinding signage for users. 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. 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 with PUD approval Building massing and articulation 38.530.040 Yes with PUD approval Building details, materials, and blank wall treatments 38.530.050-070 Yes with PUD approval Comments: The PUD seeks various deviations of Mixed and Gateway Block Frontage standards which require articulated facades that face a public street. 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 deviations by Area. Building details and materials. Comments: see above 36 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 19 of 21 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 deviations Proposed SF/building NA Deviations Sought: The PUD requests that total signage area that is now permitted on a per-lot basis by BMC 38.560.060 be changed to allow wall signs and monument signs based on the linear feet of the building frontage. Staff Comments: This is appropriate for a 58-acre single lot. 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. 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) 37 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 20 of 21 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 proposes the following performance points [see page 44 of Attachment A]: a. Additional Open Space—14 Performance Points. BMC 38.520.060.C requires usable open space for commercial developments at 2% of the net square footage/acreage of the Site. The 58-acre “campus”, excluding streets, parking, service areas, access and required landscaping would provide 52.4 acres of net development. Two percent of the 52.4 net acres is 1.05 acres of open space needed for the commercial development within the campus. The PUD proposes to provide 6.91 net acres of active open space within the campus, which represents 5.86 net acres of additional open space (shown in Figure 2.07 on page 60 of Attachment A). This additional open space equals to 11.2% of the campus area. BMC 38.430.090.E.2.a. (7) grants 1.25 Performance Points for each percent of the project area that is provided as publicly accessible additional open space. In this case, the 5.86 acres of additional open space, at 11.2% of the Site, earns 14 Performance Points for this PUD. b. Wayfinding signage—4 Performance Points. BMC 38.430.090.E.2.a (7) h grants Performance Points for integrated and coordinated wayfinding signs throughout the campus. The Applicant proposes such a program of wayfinding signage on pages 83 through 89 of Attachment A which earns 4 Performance Points for the PUD. c.Bus Stop—2 Performance Points. The Applicant is negotiating with Streamline transit service to install two sheltered bus stops within the campus to earn 2 Performance Points pursuant to BMC 38.430.090.E.2.a.(7)(j). The locations have not yet been selected and must be selected and shown on a campus map as part of the Final PUD submittal. Staff Comments: Staff supports the proposed Performance Points earned. 12. Review Criteria for Conditional Use Permits (Section 38.230.110) Meets Code The site for the proposed use is adequate in size and topography to accommodate such use, and all setbacks, walls and fences, parking, loading and landscaping are adequate to relate such use with the land and uses in the vicinity. Yes Comments: The 58-acre campus Site is sufficient in size to meet setbacks, parking and landscaping standards and can implement the adopted Master Site Plan. The proposed use will have no material adverse effect upon the abutting property. Persons objecting to the recommendations of review bodies carry the burden of proof. Yes Comments: The campus site continues commercial activity of the land to the southeast. The medical services activities of the PUD would be separated from the residential neighborhood to the southwest by parkland/pond and a watercourse. Lands to the north are industrial and include a freeway and lands to the northwest are in agricultural use but are proposed for mixed commercial and residential development. The 6 story building(s) allowed by the PUD deviation would produce buildings out of scale with the surrounding lower-scale office and residential buildings. However, this is due to the need for building height to accomplish land use efficiencies, facilitate compact development and associated reduction of sprawl, and to improve walkability within the campus setting. Therefore, although the building height increases would be a different scale, the location of the taller buildings in the core or center of the campus would provide visual relief from their “difference” in massing and scale. The Applicant provides a viewshed study on pages 75 through 77 of Attachment A. 38 Community Development Board Staff Report Billings Clinic Bozeman Medical Campus Preliminary PUD Mixed-use Planned Unit Development Application No.22244 August 2, 2022 Page 21 of 21 Additional conditions stated in the approval are deemed necessary to protect the public health, safety and general welfare. Comments: None 39 Billings Clinic Bozeman Medical Campus Preliminary Planned Unit Development Application July 2022 Prepared by: BHA Design 111 S. Meldrum St, #110 Fort Collins, CO 80521 970.223.7577 Sanderson Stewart 106 East Babcock Street, Suite L1 Bozeman, MT 59715 855.656.5225 EYP 1801 Wewatta Street, 11th Floor Denver, CO 80202 303.573.9205 40 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 111 S. Meldrum St, #110 Fort Collins, CO 80521 970.223.7577 amilewski@bhadesign.com Civil Engineer: Danielle Scharf Sanderson Stewart 106 East Babcock Street, Suite L1 Bozeman, MT 59715 855.656.5255 dscharf@sandersonstewart.com Consulting Architect: Hank Burns EYP Architecture 1801 Wewatta Street, 11th Floor Denver, CO 80202 303.573.9210 kcarbonari@eypae.com PROJECT INFORMATION PROJECT LOCATION Lot 2A-1, Minor Subdivision 221F 41 TABLE OF CONTENTS Part I - PUD Information Chapter 1 - Project Introduction ..................................................................2 [1.01] Introductory Statement 2 [1.02] Certification of Ownership 2 Chapter 2 - Application Forms & Checklist ..................................................................16 [2.01] Development Review Application 17 [2.02] PUD Preliminary Plan Checklist 20 [2.03] Noticing Checklist 27 [2.04] Adjoiners List 28 [2.05] Adjoiners Legend 29 [2.06] Application Checklist ‘Not Applicable’ Narrative 30 Chapter 3 - Background and Overview ..................................................................35 [3.01] Overview and History 35 [3.02] Approved Master Site Plan Graphic 36 [3.03] Property Location 37 [3.04] Zoning and Land Use 38 [3.05] Adjacent Zoning and Land Uses 38 [3.06] Utilities 39 [3.07] Physiographic Data 39 [3.08] Approved Subdivision Plat 40 Chapter 4 - Statement of Planning Objectives ..................................................................41 [4.01] Implementation of Bozeman Growth Policy 41 [4.02] PUD Objectives and Criteria Narrative 41 [4.03] Performance Points 44 [4.04] Proposed Relaxations 45 Part II - Master Plan and Development Guidelines Chapter 1 - Project Overview ........................................................................51 [1.01] Overview 51 [1.02] Intent of Development Guidelines 51 [1.03] Approved Master Site Plan Graphic 52 [1.04] Project Uses (Allowed, Anticipated) 53 [1.05] Phasing 54 [1.06] Phasing Plan 55 Chapter 2 - Site Guidelines ........................................................................57 [2.01] General Site Design Objectives 57 [2.02] Access and Connectivity 57 [2.03] General Civil Plan 58 [2.04] Building and Parking Locations 59 [2.05] Parking 59 [2.06] Open Space Network 59 42 [2.07] Open Space Network Diagram 60 [2.08] Site Grading and Drainage 61 [2.09] Utilities, Communication, and Refuse 61 [2.10] Grading and Drainage Plan 62 [2.11] Utility Plan 63 [2.12] Site Lighting 64 [2.13] Lighting Plan 65 Chapter 3 - Landscape Guidelines ........................................................................66 [3.01] Overview 66 [3.02] General Landscape Design Guidelines 66 [3.03] Plant Materials 67 [3.04] Open Space 70 [3.05] Public Art 71 [3.06] Maintenance 71 Chapter 4 - Building Design ........................................................................72 [4.01] Building Design Objectives 72 [4.02] Dimension Considerations 74 [4.03] Programmatic Considerations 78 [4.04] Building Exteriors 80 [4.05] Building Lighting 82 Chapter 5 - Signage ........................................................................83 [5.01] Wayfinding Strategy 83 [5.02] Medical Core 83 [5.03] Exterior Signage 84 [5.04] Signage Location / Wayfinding Plan 86 [5.05] Signage Permitted Upon the Issuance of a Sign Permit 86 [5.06] Signage Approval and Permitted Sign Types 90 [5.07] Signage Permit Exemptions 90 [5.08] Prohibited Signs 90 Chapter 6 - Submittal Review Requirements ........................................................................91 [6.01] Design Review Process and Requirements 91 Appendices ........................................................................92 Wetland and Waterway Delineation Report (March 26, 2015) Wetland Delineation - Western Parcel (June 2020) Geotechnical Report Letter from HRDC’s Streamline acknowledging coordination for future transit service (May 2022) 43 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 1 PART I PUD Information 44 2Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information Chapter 1 Project Introduction [1.01] 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. 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. [1.02] CERTIFICATION OF OWNERSHIP Provided on following pages. 45 3Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 46 4Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 47 5Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 48 6Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 49 7Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 50 8Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 51 9Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 52 10Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 53 11Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 54 12Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 55 13Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 56 14Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 57 15Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 58 16Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information Chapter 2 Application Forms & Checklists 59 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 17 [2.01] DEVELOPMENT REVIEW APPLICATION 60 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 18 61 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 19 62 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 20 PUDP PLANNED UNITED DEVELOPMENT (PUD) PRELIMINARY PLAN REVIEW CHECKLIST PUD PRELIMINARY PLAN CHECKLIST PROCEDURE A Planned Unit Development (PUD) Preliminary Plat review is the second step in the PUD entitlement process. When a subdivision is proposed in conjunction with a PUD, the subdivision review, a subdivision preliminary plat application shall also be submitted concurrent with this application. This handout provides details for application requirements outlined in the project checklists. If these requirements are met, it will minimize delays that can occur when an application is disorganized, incomplete or not formatted correctly. DIGITAL SUBMITTAL & NAMING PROTOCOL 1. Create and submit a Planning application using the ProjectDox portal; a. After completing your Development Review Application, you will receive a Notification Letter (example) via email. Please download this document and obtain owner’s signature. Upload as a PDF to the “Documents” folder in ProjectDox. 2. The digital copies must be separated into two categories: Documents and Drawings. a. The Documents folder should include items such as application forms, narrative, response to City comments, supplemental documents, technical reports, easements, legal documents, etc. b. The Drawings folder should include items such as site plans, civil plans, landscape plans, photometric plans, elevations, etc. All drawing files must be drawn and formatted for a 24” x 36” sheet file or 11” x 17” sheet file. Plan pages shall be properly oriented in landscape mode. Refer to our Quick Guide for additional information; 3. Naming protocol. All files should be numbered and named according to their order listed on your provided Submittal Checklist. File names should start with a numeric value followed by the document name. The numeric value at the beginning of the file name ensures the order in which they are displayed. Refer to our Quick Guide for additional information; APPLICATION SET 1. Project Narrative providing a description of the overall project including design intent, project goals, project time frame, proposed uses, site improvements, buildings, parking, existing and proposed condition of streets providing access to the site, utilities including water, sewer, storm drainage, solid waste, gas, electric and shallow franchise facilities. 2. If phasing is proposed, include a description of each individual phase as related to the overall improvements. 3. Noticing Checklist Form N1 and materials. 4. A title report for the subdivision or proposed subdivision guarantee with all current property ownership. 5. If not provided by subdivision application materials, include data and summaries for: a. Land form and geology and soils b. Hydrology c. Vegetation d. Noxious weeds e. Wildlife and viewsheds f. If the project is a brownfield site, provide site history, data and copies of any environmental site assessments that have been completed. An approved noxious weed management plan must be submitted. 6. A complete list of proposed relaxations to the BMC listed by individual section and reason for the relaxation. 7. Data regarding the existing zoning, site and building conditions, adjacent uses, available utilities and other related general information about adjacent land uses. 8. Development and Design Guidelines per 38.430.070.D.2 9. Comprehensive Signage Plan, if applicable. 10. Statements of objectives and conformance to City Policy and Plans as outlined in 38.430.090.E: a. Statement of how the proposed plan implements the Bozeman Community Plan, provide specific land use goals that are supported by the proposed PUD; PUD Preliminary Plan Checklist Page 1 of 7 Revision Date: November 2021 [2.02] PUD PRELIMINARY PLAN CHECKLIST 63 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 21 PUD PRELIMINARY PLAN CHECKLIST COVER SHEET REQUIREMENTS 1. Name of project/development. 2. Name and mailing address of developer and owner. 3. Name and mailing address of applicant team (i.e. engineer, architect, planner, landscape architect, etc.). 4. Location of project/development by street address and legal description. 5. Location/vicinity map, including the area within one-half mile of the site and zoning labeled. 6. Legal Description with metes and bounds format; include the lot, block and subdivision name. 7. Table of contents. If revisions are required, the title sheet and table of contents must be updated to reflect all revised sheets with new dates. 8. Parcel and site coverage information. If phasing is proposed, ensure that the data is split up for each phase: a. Zoning district, community plan designation b. Parcel size(s) in gross acres and square feet c. Parking table, how much is required and how much is provided d. Open space calculations (if applicable) e. Parkland requirements (if applicable). See parkland requirements below. f. Density and floor area ratio breakdown. If residential, must be presented as net residential density. g. Location, percentage of parcel and total site, and square footage for the following: i. Existing and proposed buildings and structures ii. Driveway circulation and parking areas iii. Semipublic land areas such as recreational, open space, and landscape areas iv. Public street right-of-way 9. Location of City limit boundaries, and boundaries of Gallatin County’s Bozeman Area Zoning Jurisdiction, within or near the development. 10. ADA certification block that states acknowledgment of State and Local Accessibility requirements. Can be placed under General Notes on the cover sheet. Ensure that b. Statement of proposed ownership of public and private open space areas and applicant’s intentions with regard to future ownership of all or portions of the PUD; c. Estimate number of employees for business, commercial, and industrial uses; d. Description of the rational behind what makes the project promote flexibility and innovation and how it produces an environment, landscape quality and character superior to that produced by the existing standards of the BMC. e. Description of how performance points will be met. Ensure that any exhibit is provided if applicable. f. Written explanation for each of the applicable objectives or criteria as to how th eplan does or does not address the objective or criterion as outlined in 38.430.090.E - residential, commercial, mixed use, or industrial. PLAN SHEETS Unless affiliated with a Preliminary Plat Subdivision Application, the following plan sheets must be provided. The intent of the plan sheets is to depict all the required site information in a clear manner and to not have overly congested plans. The plans listed below are categorized based on the type of information that must be displayed on each sheet. Depending on the scale and complexity of the project, we recommend that each plan be split up into the categories listed below on individual plan sheets if the a plan becomes congested when trying to accommodate all of the required information. When in doubt, produce an extra sheet that separates the information. There may be some overlap between what is depicted in the Development/ Design Guidelines and what is depicted on the site plans. Ensure that all exhibits, drawings, and plans match up. PUD Preliminary Plan Checklist Page 2 of 7 Revision Date: November 2021 64 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 22 GENERAL CIVIL PLAN The general civil plan and utility plan can be combined as long as the plans are not overly congested. The grading and drainage plan must be its own separate plan sheet. 1. Overall plan with no contours. Sheet must be stamped and signed by a licensed Montana Professional Engineer. 2. Surface retention/detention pond perimeters labeled. 3. Street and site lighting. 4. Adjacent streets to a distance of 150 feet, except for sites adjacent to major arterial streets where the distances shall be 200 feet. Include full width of the street with curb, gutter, sidewalk, drive approaches, intersections and street lighting on both sides of the street. 5. Traffic flow on and off site. 6. Construction route map showing construction entrance location and how materials and heavy equipment will travel to and from the site. 7. Construction management plan including exterior construction period material staging, spoils location and construction trash enclosure location(s). A trash container type must be provided and detailed (40 yard roll off, fenced enclosure, etc.). If spoils storage is proposed a timeline for removal must be provided. UTILITY PLAN Utility and utility right-of-way and easements, existing and proposed with plat book and document numbers. Include: a. Electric b. Natural gas c. Telephone, cable, optic fiber and similar utilities d. Water mains and services, including fire services e. Sanitary sewer f. Storm sewer 1. Existing utilities and connections to be abandoned and/or removed (water and sewer). 2. Fire hydrant locations. 3. Size, location and material type of existing and proposed sewer, water and storm drain pipe. 4. Proposed water meter location and size. 5. Above ground utilities including poles, cabinets, boxes, manholes, pullboxes, etc. 6. Show and label required grease and/or sand/oil interceptors. 7. Show and label the location(s) of proposed gas and electric meters per standards. 8. Dimensional mechanical rooms to verify water service lay lengths meet minimum requirements. GRADING AND DRAINAGE PLAN 1. Topographic contours at a minimum internal of 2 feet, or as determined by the Director. Include sufficient spot elevations and slope arrows. 2. On-site retention/detention location, include size, volume and relevant elevations 3. Invert elevations for all stormwater conveyance infrastructure including pipes, control structure, overflows, curb chase, etc. 4. Water quality improvement facilities. 5. Surface stormwater facilities must demonstrate compliance with Section 38.410.080, BMC including cross sections for each facility. 6. Significant rock outcroppings, slopes of greater than 15 percent or other significant topographic features. PUD Preliminary Plan Checklist Page 3 of 7 Revision Date: November 2021 PUD PRELIMINARY PLAN CHECKLIST 65 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 23 SITE PLAN 1. The location, identification and dimensions of existing and proposed data, on-site and to a distance of 100 feet (200 feet for Planned Unit Developments) outside the site boundary, exclusive of public rights-of-way. 2. Block frontage classification per Section 38.510, BMC. 3. Setbacks, building footprint and any proposed encroachments. Any setback or property line encroachments must be clearly shown and noted with encroachment type (i.e. awning, weather protection, cantilever, lighting, eave, etc). 4. Sidewalks, walkways, driveways, crosswalks, loading areas and docks, bikeways, including typical details and interrelationships with vehicular circulation system, indicating proposed treatment of points of conflict. 5. Parking facilities: a. Circulation aisles and dimensions b. Parking spaces and dimensions (ADA, compact, motorcycle, etc.) c. Number of parking spaces, existing and proposed, and total square footage of each d. On-street parking spaces and dimensions e. Bicycle parking, existing and proposed, and its location 6. If applicable, identify historic, cultural and archaeological resources. Describe and map any designated historic structures or districts, and archaeological or cultural sites. 7. Identify any major public facilities, including schools, parks, shared use pathways, trails, etc. located adjacent to the site. 8. Location of open space with dimensions. Ensure to show open space amenities as referenced in 38.520.060. BUILDING DESIGN AND SIGNAGE 1. Front, rear and side elevations of all buildings, structures, fences and walls with height dimensions and roof pitches. Show open stairways, exterior lighting, weather protection, awnings, parapet walls, mechanical equipment and other projections from exterior building walls. Building elevations must include proposed exterior building materials, windows and doors including a color and material palette for all proposed features keyed to the building elevations. 2. Provide transparency calculations for any elevation that faces a street and is a block frontage. Provide minimum and maximum height of transparency from grade. Provide area of transparency and percentage in relation to the total facade. 3. Provide elevations, cross sections and details of all ground mounted and rooftop mechanical screening. Include meter banks for utilities on elevations. 4. Floor plans that include all floors and roof plan. Annotate/designate uses for all rooms and areas. A seating/serving area layout is required for all restaurants. 5. Color and Material Palette a. Color and material palettes are required for all new buildings and structures. A color and material palette must include all 7. Designate drainage and waterway related items, including all drainage ways, streets, arroyos, dry gullies, diversion ditches, spillways, reservoirs, etc. which may be incorporated into the storm drainage system. Include the name of the drainage way (where appropriate), the downstream conditions, and any downstream restrictions. 8. Surface water, including: a. Ponds, streams and irrigation ditches (include classifications based upon a determination of the Gallatin Conservation District; note classification of each feature on plans). b. Watercourses, water bodies and wetlands (include classifications based upon a determination of the Gallatin Conservation District, Army Corps of Engineers, or Wetland Delineation Report; note classification of each feature on plans). Include dimensions of watercourse setbacks including Zones 1 and 2. c. Floodplains as designated on the Federal Insurance Rate Map or that may otherwise be identified as lying within a 100 year floodplain through additional floodplain delineation, engineering analysis, topographic survey or other objective and factual basis. d. The flood hazard area(s) as identified with a floodplain analysis report in compliance with Article 6, BMC, if required. PUD Preliminary Plan Checklist Page 4 of 7 Revision Date: November 2021 PUD PRELIMINARY PLAN CHECKLIST 66 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 24 LANDSCAPE PLAN 1. Plan preparer must be: a state registered landscape architect; an individual with a degree in landscape design and two years of professional design experience in the state; or an individual with a degree in a related field (horticulture, botany, plant science, etc.) and at least five years of professional landscape design experience, of which two years have been in the state. 2. Existing and proposed grade that complies with maximum allowable slope and grade. 3. Complete landscape legend providing a description of plant materials shown on the plan, including typical symbols, names (common, botanical, and cultivar names), locations, quantities, container or caliper sizes at installation, heights, spread and spacing and identification of drought tolerant and/or native and adapted species. The location and type of all existing trees on the lot over 2.5 inches in caliper must be specifically indicated. 4. Size of planting at the time of installation and at maturity. 5. Complete illustration of landscaping and screening to be provided in or near off-street parking and loading areas, including information as to the amount (in square feet) of landscape area to be provided internal to parking areas and the number and location of required off-street parking and loading spaces. 6. Street frontage landscaping, including boulevard details and tree grate details as applicable based upon block frontage. 7. Locations and dimensions of proposed landscape buffer strips, including watercourse buffer zones demonstrating compliance with watercourse setback planting plan requirements per Section 38.410.100, BMC unless previously provided during subdivision review. 8. Location, height and material of proposed landscape screening and fencing (with berms to be delineated by one foot contours). 9. An indication of how existing healthy trees (if any) are to be retained and protected from damage during construction. A public tree protection and/or removal plan must be approved by the Forestry Division Manager. A Public Tree Reimbursement Form may be required. Please contact the City Forestry Division for the form and more information. 10. Size, height, location and material of proposed seating, lighting, planters, sculptures, and water features. 11. Areas to be irrigated and type of proposed irrigation and the irrigation system design plan. a. Include a description of proposed watering methods including any use of high efficiency irrigation technologies and best practice, the source of irrigation water, estimated amount of water consumption broken down by vegetation type in square feet (e.g. turf, shrubs, trees) and total estimated water consumption. the proposed exterior building materials for all structures and site details. b. The exterior building materials must include all siding, trim, roofing, windows, stairways, doors, balconies, railings, storefront, glass/glazing, walls, mechanical screening, trash enclosures, accessory equipment enclosures (generator, etc.), awnings and other architectural elements. c. Each material must be keyed to the building elevations. d. Color perspectives that depict the building accurately and with the proposed building materials are encouraged to be submitted with each application. The color perspective does not satisfy the color and materials palette requirement. e. There may be instances where a physical material sample must be provided for larger more complex projects. This will be assessed at formal acceptance of the application. 6. Exterior signs if applicable. Include building frontage dimension(s) and maximum sign area calculation, provide sign dimensions and square footage of each. Note — The review of signs in conjunction with this application is only review for sign area compliance with Section 38.560, BMC (Signs). A sign permit must be obtained from the Building Division prior to erection of any and all signs, additional design guidelines apply for signs within zoning overlay districts. LIGHTING PLAN AND DETAILS 1. Lighting plan and electrical site plan, complete with all structures, parking spaces, building entrances, traffic areas (both vehicular and pedestrian), vegetation that might interfere with lighting, and adjacent uses, containing a layout of all proposed fixtures by location and type. PUD Preliminary Plan Checklist Page 5 of 7 Revision Date: November 2021 PUD PRELIMINARY PLAN CHECKLIST 67 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 25 2. A photometric lighting plan that contains a layout of all proposed fixtures by location and type and extends the photometric information to the property boundaries and rights of way. For fueling canopies a second photometric plan is required to specifically analyze the light output underneath the drip line of the fuel canopy. 3. Details for all proposed exterior fixtures that are keyed to the fixtures noted in the lighting electrical plan and the photometric lighting plan. The detail must demonstrate compliance with full cut-off requirements in Section 38.570, BMC and be located on the lighting plan sheets. 4. If building lighting is proposed, elevations or similar information must show the illumination on any vertical surface or angular roof surface. Ensure that average footcandles is also depicted. 5. If accent lighting is proposed, provide a depiction of location, direction and intensity of any accent lighting, along with where and to what extent the surface will be illuminated. DETAIL SHEET REQUIREMENTS The detail sheet requirements can be a separate unified sheet or part of the sheets listed above that it relates to, as long as it does not overly congest the sheet. The requirements below are only if it is applicable to the project. 1. Civil Details: a. Utility trench b. Corporation stop c. Detention/retention infrastructure including drainage swale cross section, pond(s) cross section with structure(s), dry well cross section, and underground storage plan and sections. d. Manholes. 2. Bicycle rack type and detail 3. Provision for handicapped accessibility, including but not limited to, wheelchair ramps, parking spaces, handrails and curb cuts, including signage and construction details and the applicant’s certification of ADA compliance. 4. Fences, walls, railings and handrails, including typical details. 5. Permanent trash enclosure and refuse collection areas, including typical details and elevations. 6. Curb, asphalt section, sidewalk and drive approach construction details. 7. Trail section. PARKLAND REQUIREMENTS 1. If parkland is proposed, a park plan shall be submitted consistent with Section 38.220.060.A.16, BMC. a. Park plan must include all property boundary dimensions and frontage calculations per Section 38.420.060.A, BMC. Justification for any reduction in frontage must be addressed in the Park Plan narrative. b. If there is any “unacceptable” land being proposed for inclusion within the larger park area per Section 38.420.020.E, BMC, it must be displayed on the park plan drawings and justification provided in the Park Plan narrative. c. Any request for parkland waiver per Section 38.420.100, BMC must be provided in the Park Plan narrative. 2. Provide net density for the project based on the definition in Section 38.700.130, BMC and show calculations including value of all areas reduced. For Master Site Plans, provide an estimate of net density. Provide calculations within the Park Plan narrative and final results on the Park Plan cover sheet. 3. A parkland dedication tracking table per Section 38.420.020.A, BMC must be included on the site plan cover sheet. If you have questions on how to fill out this table, contact the Parks Division. 4. Provide source and amount of parkland credit to be used if previously provided. If credit is from a subdivision, confirm the amount provided and detailed phase information. 5. If the park proposal includes improvements-in-lieu of parkland, provide a table with cost estimates and indicate in which phase of the development the improvements in-lieu will be installed, if applicable. PUD Preliminary Plan Checklist Page 6 of 7 Revision Date: November 2021 PUD PRELIMINARY PLAN CHECKLIST 68 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 26 PUD Preliminary Plan Checklist Page 7 of 7 Revision Date: November 2021 REQUIRED FORMS N1, PP (if associated with concurrent subdivision application), CCOA (if project is within NCOD) DEM (if demolition within the NCOD), WR (if wetlands are on site) APPLICATION FEE For most current application fee, see Schedule of Community Development fees. Fees are typically adjusted in January. CONTACT US Alfred M. Stiff Professional Building 20 East Olive Street PO Box 1230 Bozeman, MT 59715 phone 406-582-2260 fax 406-582-2263 planning@bozeman.net www.bozeman.net/planning PUD PRELIMINARY PLAN CHECKLIST 69 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 27 N1 NOTICING CHECKLIST NOTICING PROCEDURE Notice is required for certain projects in order for citizens to participate in decision making which affects their interests and provides opportunity to receive information pertinent to an application that would not otherwise be available to the decision maker. The applicant is responsible for posting the project site and mailing a notice per the requirements of the Bozeman Municipal Code (BMC). Public noticing for comment periods or hearings and associated application information, timing, type, and location is required by law per Section 38.220.400, BMC. See form N2 Noticing Instructions and Declaration Form on how to notice your project, send mailings, and post on the project site. NOTICING CHECKLIST (NON-CERTIFIED MAILINGS) The following is required materials for applications that do not require certified mail - Site Plan, Master Site Plan, Conditional Use Permit, Special Use Permit, Variance, Deviation, First Minor Subdivision, Planned Unit Development, Appeals, Zone Map Amendment, Growth Policy Amendment, Annexation. 1.Completed and signed property adjoiners certificate form N1. 2.Legible list of full names and addresses of all property owners within 200 feet of the project site, attached to this checklist. Noticing Checklist Page 1 of 1 Revision Date: November 2021 NOTICING CHECKLIST (CERTIFIED MAILINGS) The following is required materials for applications that do require certified mail - Major and Subsequent Minor Subdivisions. 1.Completed and signed property adjoiners certificate form N1. 2.Legible list of full names and addresses of all property owners within 200 feet of the project site and not physically contiguous (touching a boundary) to the subdivision, attached to this checklist. Clearly label list ADJOINER NOT CONTIGUOUS. 3.Legible list of full names and addresses of all property owners physically contiguous (touching a boundary) including recorded purchasers under contract for deed to be sent certified mail attached to this checklist. Clearly label listADJOINER CONTIGUOUS. PROPERTY OWNER RECORDS Current property owners of record can be found at the Gallatin County Clerk and Recorder’s Office in the Gallatin County Courthouse at 311 West Main Street Bozeman, Montana. CERTIFICATION AND SIGNATURES I, _____________________________________________, hereby certify that, to the best of my knowledge, the attached name and address list of all adjoining property owners (including all condominium owners), within 200 feet of the property located at ____________________________________________________, is a true and accurate list from the last declared Gallatin County tax records. I further understand that an inaccurate list may delay review of the project. _______________________________________ __________________ Signature Date CONTACT US Alfred M. Stiff Professional Building 20 East Olive Street Bozeman, MT 59715 phone 406-582-2260 fax 406-582-2263 planning@bozeman.net www.bozeman.net/planning Lenna Johnson Davis Ln,Bozeman,MT 59715 5/11/2022 [2.03] NOTICING CHECKLIST 70 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 28 [2.04] ADJOINERS LIST 71 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 29 Billings Clinic Bozeman Adjoiners Legend 1 2 3 4 5 6 7 8 9 10 [2.05] ADJOINERS LEGEND 72 30Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information [2.06] APPLICATION CHECKLIST ‘NOT APPLICABLE’ NARRATIVE This Preliminary PUD includes the Master Plan and Development Guidelines for the 58-acre campus. Each future development phase will be required to go through Site Plan Review. As such, many of the detailed site-specific drawing requirements in the Preliminary PUD checklist do not apply. The following lists items from the checklist that are not applicable. GENERAL CIVIL PLAN (Item 6) Construction route map showing construction entrance location and how materials and heavy equipment will travel to and from the site. Since the site has access to multiple public streets (North 27th Avenue, East Valley Center Road, and Davis Lane), construction traffic for future phases will have adequate room for site access. (Item 7) Construction management plan including exterior construction period material staging, spoils location and construction trash enclosure location(s). A trash container type must be provided and detailed (40 yard roll off, fenced enclosure, etc.). If spoils storage is proposed a timeline for removal must be provided. The PUD area is a 20-year master plan that would be developed in multiple phases over time. A construction management plan will be provided during Site Plan Review for each phase. UTILITY PLAN (Items 3-8): 3. Size, location and material type of existing and proposed sewer, water and storm drain pipe. 4. Proposed water meter location and size. 5. Above ground utilities including poles, cabinets, boxes, manholes, pullboxes, etc. 6. Show and label required grease and/or sand/ oil interceptors. 7. Show and label the location(s) of proposed gas and electric meters per standards. 8. Dimensional mechanical rooms to verify water service lay lengths meet minimum requirements. The overall utility plan for the campus infrastructure and initial phase area has been included. Detailed utility plans will be provided during Site Plan Review for each phase. GRADING AND DRAINAGE PLAN (Items 1-5): 1. Topographic contours at a minimum internal of 2 feet, or as determined by the Director. Include sufficient spot elevations and slope arrows. 2. On-site retention/detention location, include size, volume and relevant elevations 3. Invert elevations for all stormwater conveyance infrastructure including pipes, control structure, overflows, curb chase, etc. 4. Water quality improvement facilities. 5. Surface stormwater facilities must demonstrate compliance with Section 38.410.080, BMC (Bozeman Municipal Code) including cross sections for each facility. Overall grading and drainage for the campus infrastructure and initial phase area has been included. Detailed grading, drainage and stormwater treatment plans will be provided during Site Plan Review for each phase. 73 31Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information SITE PLAN (Items 1-8): 1. The location, identification and dimensions of existing and proposed data, on-site and to a distance of 100 feet (200 feet for Planned Unit Developments) outside the site boundary, exclusive of public rights-of-way. 2. Block frontage classification per Section 38.510, BMC. 3. Setbacks, building footprint and any proposed encroachments. Any setback or property line encroachments must be clearly shown and noted with encroachment type (i.e. awning, weather protection, cantilever, lighting, eave, etc). 4. Sidewalks, walkways, driveways, crosswalks, loading areas and docks, bikeways, including typical details and interrelationships with vehicular circulation system, indicating proposed treatment of points of conflict. 5. Parking facilities: a. Circulation aisles and dimensions b. Parking spaces and dimensions (ADA, compact, motorcycle, etc.) c. Number of parking spaces, existing and proposed, and total square footage of each d. On-street parking spaces and dimensions e. Bicycle parking, existing and proposed, and its location 6. If applicable, identify historic, cultural and archaeological resources. Describe and map any designated historic structures or districts, and archaeological or cultural sites. 7. Identify any major public facilities, including schools, parks, shared use pathways, trails, etc. located adjacent to the site. 8. Location of open space with dimensions. Ensure to show open space amenities as referenced in 38.520.060. The previously approved Master Site Plan has been included, and additional requirements are included in the Development Guidelines. Detailed Site Plans will be provided during Site Plan Review for each phase. BUILDING DESIGN AND SIGNAGE (Items 1-6): 1. Front, rear and side elevations of all buildings, structures, fences and walls with height dimensions and roof pitches. Show open stairways, exterior lighting, weather protection, awnings, parapet walls, mechanical equipment and other projections from exterior building walls. Building elevations must include proposed exterior building materials, windows and doors including a color and material palette for all proposed features keyed to the building elevations. 2. Provide transparency calculations for any elevation that faces a street and is a block frontage. Provide minimum and maximum height of transparency from grade. Provide area of transparency and percentage in relation to the total facade. 3. Provide elevations, cross sections and details of all ground mounted and rooftop mechanical screening. Include meter banks for utilities on elevations. 74 32Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 4. Floor plans that include all floors and roof plan. Annotate/designate uses for all rooms and areas. A seating/serving area layout is required for all restaurants. 5. Color and Material Palette a. Color and material palettes are required for all new buildings and structures. A color and material palette must include all the proposed exterior building materials for all structures and site details. b. The exterior building materials must include all siding, trim, roofing, windows, stairways, doors, balconies, railings, storefront, glass/glazing, walls, mechanical screening, trash enclosures, accessory equipment enclosures (generator, etc.), awnings and other architectural elements. c. Each material must be keyed to the building elevations. d. Color perspectives that depict the building accurately and with the proposed building materials are encouraged to be submitted with each application. The color perspective does not satisfy the color and materials palette requirement. e. There may be instances where a physical material sample must be provided for larger more complex projects. This will be assessed at formal acceptance of the application. 6. Exterior signs if applicable. Include building frontage dimension(s) and maximum sign area calculation, provide sign dimensions and square footage of each. Note — The review of signs in conjunction with this application is only review for sign area compliance with Section 38.560, BMC (Signs). A sign permit must be obtained from the Building Division prior to erection of any and all signs, additional design guidelines apply for signs within zoning overlay districts. The design of individual structures will occur in phases over time after PUD approval. Anticipated and allowed uses and approximate building square footages are defined in the PUD narrative. The Development Guidelines describe building design character and requirements. Detailed building design information will be provided during Site Plan Review for each phase. LANDSCAPE PLAN (Items 1-11): 1. Plan preparer must be: a state registered landscape architect; an individual with a degree in landscape design and two years of professional design experience in the state; or an individual with a degree in a related field (horticulture, botany, plant science, etc.) and at least five years of professional landscape design experience, of which two years have been in the state. 2. Existing and proposed grade that complies with maximum allowable slope and grade. 3. Complete landscape legend providing a description of plant materials shown on the plan, including typical symbols, names (common, botanical, and cultivar names), locations, quantities, container or caliper sizes at installation, heights, spread and spacing and identification of drought tolerant and/ or native and adapted species. The location and type of all existing trees on the lot over 2.5 inches in caliper must be specifically indicated. 4. Size of planting at the time of installation and at maturity. 5. Complete illustration of landscaping and screening to be provided in or near off- street parking and loading areas, including information as to the amount (in square feet) of landscape area to be provided internal to parking areas and the number and location of required off-street parking and loading spaces. 75 33Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 6. Street frontage landscaping, including boulevard details and tree grate details as applicable based upon block frontage. 7. Locations and dimensions of proposed landscape buffer strips, including watercourse buffer zones demonstrating compliance with watercourse setback planting plan requirements per Section 38.410.100, BMC unless previously provided during subdivision review. 8. Location, height and material of proposed landscape screening and fencing (with berms to be delineated by one foot contours). 9. An indication of how existing healthy trees (if any) are to be retained and protected from damage during construction. A public tree protection and/or removal plan must be approved by the Forestry Division Manager. A Public Tree Reimbursement Form may be required. Please contact the City Forestry Division for the form and more information. 10. Size, height, location and material of proposed seating, lighting, planters, sculptures, and water features. 11. Areas to be irrigated and type of proposed irrigation and the irrigation system design plan. a. Include a description of proposed watering methods including any use of high efficiency irrigation technologies and best practice, the source of irrigation water, estimated amount of water consumption broken down by vegetation type in square feet (e.g. turf, shrubs, trees) and total estimated water consumption. The design of individual development sites will occur in phases over time after PUD approval. The Development Guidelines describe landscape character and requirements. Detailed landscape design information will be provided during Site Plan Review for each phase. LIGHTING PLAN AND DETAILS (Items 1-5): 1. Lighting plan and electrical site plan, complete with all structures, parking spaces, building entrances, traffic areas (both vehicular and pedestrian), vegetation that might interfere with lighting, and adjacent uses, containing a layout of all proposed fixtures by location and type. 2. A photometric lighting plan that contains a layout of all proposed fixtures by location and type and extends the photometric information to the property boundaries and rights of way. For fueling canopies a second photometric plan is required to specifically analyze the light output underneath the drip line of the fuel canopy. 3. Details for all proposed exterior fixtures that are keyed to the fixtures noted in the lighting electrical plan and the photometric lighting plan. The detail must demonstrate compliance with full cut-off requirements in Section 38.570, BMC and be located on the lighting plan sheets. 4. If building lighting is proposed, elevations or similar information must show the illumination on any vertical surface or angular roof surface. Ensure that average footcandles is also depicted. 5. If accent lighting is proposed, provide a depiction of location, direction and intensity of any accent lighting, along with where and to what extent the surface will be illuminated. The design of individual development sites will occur in phases over time after PUD approval. The Development Guidelines describe building and campus lighting character and requirements. A Street Lighting Plan has been included to indicate the locations of existing and proposed streetlights. Detailed lighting design information will be provided during Site Plan Review for each phase. 76 34Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information DETAIL SHEET REQUIREMENTS These requirements are only if applicable to the project Site and civil details are not applicable at this time but will be provided at time of Site Plan Review for each applicable phase. PARKLAND REQUIREMENTS These requirements are only if applicable to the project The PUD allows for but does not include any dwelling units or residential uses. If a residential use is proposed with future phases, this information will be provided at time of Site Plan Review for each applicable phase. 77 35Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information Chapter 3 Background & Overview [3.01] 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 nearly complete 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. The Billings Clinic Bozeman Campus Concept PUD was approved on February 17, 2022 and reviewed by the Community Development Board on March 7, 2022. We are pleased now to submit the Preliminary PUD documents for the campus. 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 (completed) • Concept PUD - approved February 2022, reviewed by the Community Development Board on March 7, 2022 78 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 36 [3.02] APPROVED MASTER SITE PLAN GRAPHIC 79 37Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information Figure 1. Project Vicinity Map. [3.03] PROPERTY LOCATION 80 38Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information [3.04] ZONING AND LAND USE a. Underlying Zoning: B-2 with Regional Commercial and Services designation b. Existing Uses: • Initial phase area: Medical Office, Clinics, Outpatient Surgery Center • Remaining property: Vacant [3.05] ADJACENT ZONING AND LAND USES The PUD property is Zoned B - 2. To the north of the campus is Tract A - 1 (the existing Vanniman residence), an undeveloped parcel zoned R - 5, 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 2. Adjacent Land Use. 81 39Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information [3.06] 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 is provided to the campus from this main with a combination of 12-inch and 16-inch water mains and currently extends to connect with the existing 12-inch main in Davis Lane. When future phases are built within the campus, the water main within Wellness Way will be extended south within Warbler Way once that road is constructed. The line will then loop to the east to connect with North 27th Avenue. The Municipal Wastewater Treatment plant is located across Interstate 90 to the north. Sanitary sewer is proposed to flow off-site within Wellness Way and Warbler Way to a gravity main in Davis Lane that flows to the Davis Lane Lift Station and then to the treatment plant. See the utility plan Figure 3. Existing and Proposed Utilities. for the current and proposed utilities. Communications and other “dry” utilities will be provided underground in easements outside the public right-of-way within the campus. Refuse pickup will be supported by the City of Bozeman. Trash enclosures will be designed to City of Bozeman standards with each phase of new building construction. [3.07] PHYSIOGRAPHIC DATA Wetland Reports and Preliminary Geotechical Reports are included as Appendices 82 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 40 [3.08] APPROVED SUBDIVISION PLAT 83 41Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information Chapter 4 Statement of Planning Objectives [4.01] IMPLEMENTATION OF BOZEMAN GROWTH POLICY The Billings Clinic Bozeman Medical Campus PUD supports objectives within the Bozeman 2020 Community Plan: Resiliency: The vision for the campus is to provide a pedestrian-friendly destination medical campus with character unique to Bozeman and with the flexibility to adapt to the changing needs of healthcare. The PUD structure allows for development to occur over time - adapting to the needs of the community while protecting and honoring the natural and cultural resources within and near the property. City’s Complementary Districts: The Billings Clinic Bozeman Medical Campus PUD provides a framework to support the needs of the community and of the growing Baxter/Cattail District. It creates a gateway along I-90 north of existing neighborhoods and helps to extend multi-modal networks and open space/trail connections through the district, and provides missing utility and transportation infrastructure for the area. Natural Systems: The Billings Clinic Bozeman Medical Campus PUD requires protection of the adjacent natural wetland systems along Cattail Lake, provides active open space areas, and extends regional trail system connections through the campus. Accessibility and Mobility: As a medical campus, accessibility and safety is a key focus of our building, site and campus design. At the building scale, ease of access for all mobilities, covered drop-off areas, and convenient walk distances are fundamental tenets to help Billings Clinic provide excellent patient care and meet the unique requirements for medical facilities. At the campus scale, clear wayfinding, transit services, and multi-modal connections provide for a safe and efficient campus for patients, visitors and staff. Economy: The Billings Clinic Bozeman Medical Campus PUD supports the Regional Commercial Services designation by providing a key employment center along I-90 supporting the growing need for healthcare in the region. Regional Coordination: The Billings Clinic Bozeman Medical Campus PUD supports applicable regional plans and planned development patterns, and provides key infrastructure connections in the northwest portion of the Bozeman community. [4.02] PUD OBJECTIVES AND CRITERIA NARRATIVE A. PUD Information and Intent The intent of the Planned Unit Development (PUD) concept (Sec. 38.430.010.A) is to ‘promote maximum flexibility and innovation in the development of land and the design of projects…’. The Billings Clinic Bozeman Medical Campus PUD promotes each of the community objectives outlined in this section by • providing a master plan and development guidelines that supports and ensures future growth in accordance with the Bozeman 2020 Community Plan, • allowing opportunities in innovations for the changing growing and changing needs for healthcare in the Bozeman community, • fostering safe, efficient and economic use of land, transportation and other public facilities 84 42Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information (by allowing increased building heights as will be needed for healthcare uses, and providing needed transportation and utility connections in the project area), • ensuring adequate provision of public utilities, open space and parks (by providing utility infrastructure connections and increased open space), • avoiding inappropriate development of lands (by providing for adequate storm drainage infrastructure and protecting the nearby 100- yr floodplain and adjacent wetlands), • encouraging patterns of development which decrease auto travel and encourage trip consolidation (by creating a campus of medical and allied services reducing the number of trips for patients receiving care) • promoting the use of bicycles and walking as effective modes of transportation (the campus provides for connected buildings with distributed parking, small walkable blocks, pedestrian connections and regional bike trail connections) • reducing energy consumption and demand (through development standards requiring LED site lighting and by allowing for a campus of connect medical and allied services supporting efficient use of medical resources and reducing the number of trips for patients receiving care) • protecting the site’s natural resources and special features • creating a high-quality design character through the use of Development Guidelines for the campus, • creating a compatible development fitting the character of the area and the vision for the I-90 area, • providing a logical and compatible master planned campus, • promoting the efficient use of land resources with Development Guidelines that allow for a mix of uses • protecting the public health, safety and general welfare within the applicable charters, regulations and growth policies B. Compliance with PUD Design Objectives (Sec38.430.090.E.) 1. Does the development comply with all city design standards, requirements and specifications for the following services: water supply, trails/walks/bike ways, sanitary supply, irrigation companies, fire protection, electricity, flood hazard areas, natural gas, telephone, storm drainage, cable television, and streets? All services within the PUD conform to the current building codes adopted by the City of Bozeman building department. Streets, curb and gutters have been designed to meet the City Design Standards. Trails, walks and bikeways meet the City’s requirements. Future phases of development are planned to comply with these requirements. 2. Does the project preserve or replace existing natural vegetation? Natural vegetation within the PUD area is limited to trees and shrubs along the Cattail Creek drainage. The PUD preserves these areas of vegetation within the wetland boundary and wetland buffer areas. 85 43Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information 3. Are the elements of the site plan (e.g., buildings, circulation, open space and landscaping, etc.) designed and arranged to produce an efficient, functionally organized and cohesive planned unit development? While the final land uses and building/site configurations of the development phases over time are not yet known, the approved Master Site Plan outlines the vision for a cohesive PUD that allows for safe and efficient circulation while meeting the unique needs of larger medical facilities and supporting uses. 4. Does the design and arrangement of elements of the site plan (e.g., building construction, orientation, and placement; transportation networks; selection and placement of landscape materials; and/or use of renewable energy sources; etc.) contribute to the overall reduction of energy use by the project? The Master Site Plan and the PUD provide for a connected, walkable, campus to allow for flexibility in the design and arrangement of buildings to support reduction of vehicle trips once the campus destination is reached. The Development Guidelines encourage energy reduction measures by: • Building design encouraging passive solar techniques • Use of xeriscape practices for irrigated landscape areas, and use of low- or non- irrigated seed areas in perimeter areas with less public use to reduce irrigation demand for the campus. Use of well water for landscape irrigation where possible to reduce demand on the City’s treated potable water system. All buildings will conform to the current City of Bozeman energy conservation codes. 5. Are the elements of the site plan (e.g., buildings, circulation, open space and landscaping, etc.) designed and arranged to maximize the privacy of residents of the project? There are no residential uses immediately adjacent to or included within the project at this time, but the Master Site Plan allows for arrangement of site elements to maximize privacy of any future residential uses if developed within the PUD area. 6. Parkland. Does the design and arrangement of buildings and open space areas contribute to the overall aesthetic quality of the site configuration, and has the area of parkland or open space been provided for each proposed dwelling as required by section 38.420.020? The PUD allows for but does not include any dwelling units, but parkland requirements can be met within the structure of the PUD if residential uses are proposed in the future. C. Proposed Ownership The PUD property is owned by and will be developed by Billings Clinic. It is the intent of Billings Clinic to improve the site as proposed in the Billings Clinic Bozeman Medical Campus PUD plans. Future phases of the property may be developed in partnership with other entities or sold to users who will improve those lots for their respective uses as defined in the PUD and based on the Master Site Plan and Development Guidelines. 86 44Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information D. Employee Data Estimated between 500 and 1,000 employees depending on the final build-out of the 20-year plan vision. [4.03] PERFORMANCE POINTS All PUDs must earn at least 20 performance points. The following PUD performance points are met (20 total points): (b) Additional open space – 14 points The PUD requires 6.1 acres of additional Active Open Space area (11.6% additional). See Part II - Section [3.05] (h) Integrated and coordinated way-finding measures – 4 points See Chapter 5 for Wayfinding Sign plans and sign design guidelines (j) Public transportation bus station or enhanced covered bus stop (one point per station or enhanced stop) – 2 points Billings Clinic is coordinating with the Director of the HRDC Streamline transit program regarding future planned routes in the area. The 2021 Transit Development Plan indicates a planned Route F in this area, and they also anticipate that a route along Davis Lane may be needed in the future. Billings Clinic is committed to support the planned HRDC routes in this area by providing two or more enhanced covered bus stops within the PUD area with final locations to be determined in partnership with the HRDC. 87 45Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information [4.04] PROPOSED RELAXATIONS The following lists twelve relaxations of the City of Bozeman UDC requirements for the underlying zoning classification at the Billings Clinic Bozeman Medical Campus. Relaxation 1: Additional Residential Uses to allow for potential opportunities or partnerships for housing. Table 38.310.040.C restricting ground floor residential as a Conditional Use and other types of residential uses not permitted. ‘Hospital’ use is not identified as a use. This relaxation will allow: • Additional housing types (Cottage housing, single, two, three, and four household dwellings as Permitted Uses) • Will allow all types of residential uses including ground floor residential • Clarifies ‘Hospital’ as a Permitted Use Justification: By allowing additional housing types that are restricted or not otherwise permitted in the B-2 zone district, the PUD provides more opportunity to support a variety of housing types as part of the planned medical campus than is otherwise allowed. Relaxation 2: Increased building height to allow for the flexibility for multi-story flat- roof buildings to support a walkable medical campus. Table 38.320.050 limits building height of buildings with roof pitch <3:12 to 75’ within areas designated as Regional Commercial and Services growth areas. Multi-story medical facilities are typically flat-roofed and have a taller floor-to-floor height than other building types. This relaxation will allow: • 8 story buildings (or 151’ height , whichever is greater) in Zones B and D, and • 6 story buildings (or 104’ height, whichever is greater) in Zones A, C and G Remaining Zones not indicated above will be governed by the current B-2 zoning requirements. Justification: Allowing the flexibility for taller building heights in specified portions of the campus provides a superior development over the UDC standard by: • supporting the flexibility to provide multi- story medical facilities that may require taller floor-to-floor heights, and • identifying the locations within the campus for lower and higher building heights based on land use. Relaxation 3: Establish specific signage allowances based on the defined wayfinding plans instead of by lot. Table 38.560.060 limits total signage maximum area to 400 sq. ft. per lot This relaxation will increase the sign allowance for the PUD area to be regulated by sign type and use type throughout the campus as defined in the wayfinding sign guidelines in Chapter 5 of the Master Plan and Development Guidelines Justification: Medical campus wayfinding signage are designed to assist patient and visitors to quickly locate their destination. Medical structure signage needs to be visible from major roadways surrounding the campus and needs to be sized for long distance viewing. Hospitals and medical service structures will typically need signage on 3-4 sides to maximize visibility, which helps consumers find the facility. The current UDC standard limits total signage area to 400 sq. ft. per lot. As a 38-acre medical campus, this allowance would not be sufficient to provide the 88 46Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information quantity and size of building signs needed to identify medical structures providing emergency, urgent care, and other medical services as well as providing vehicular directional signage that would help consumers find the correct entry and service. By providing a relaxation for larger signs for medical use structures, patients and visitors will be able to find urgent care and emergency services more quickly, especially from the interstate and secondary perimeter roads, and enhancing this campus as a community asset. Relaxation 4: Increase Monument Sign maximum size to improve campus identification and navigation to medical buildings from the interstate and surrounding area. Table 38.560.060 limits Monument sign maximum height to 5’-0” and sign face area to 32 sq. ft. This relaxation will allow up to 20’ height and 175 sq. ft. in sign area for Medical Campus Monument Signage Justification: Medical campus wayfinding signage are designed to assist patient and visitors to quickly locate their destination. Medical structure signage needs to be visible from major roadways surrounding the campus and needs to be sized for long distance viewing. Hospitals and medical service structures will typically need signage on 3-4 sides to maximize visibility, which helps consumers find the facility. The current UDC standard limits total signage area to 400 sq. ft. per lot. As a 38-acre medical campus, this allowance would not be sufficient to provide the quantity and size of building signs needed to identify medical structures providing emergency, urgent care, and other medical services as well as providing vehicular directional signage that would help consumers find the correct entry and service. By providing a relaxation for larger signs for medical use structures, patients and visitors will be able to find urgent care and emergency services more quickly, especially from the interstate and secondary perimeter roads, and enhancing this campus as a community asset. Relaxation 5: Increase Monument Sign maximum height for non-medical buildings to support a vibrant mix of businesses and uses on the medical campus. Table 38.560.060 limits Monument sign maximum height to 5’-0”. This relaxation will allow up to 8’ height for non-medical buildings Justification: The wayfinding sign system provides visual continuity throughout the campus for both medical and non-medical uses. Increasing the maximum height of these non-medical signs allows for all signs to support the overall sign system better than the UDC standard. Relaxation 6: Increase wayfinding signage height and quantity to improve visibility, durability, and navigation throughout the medical campus. Section 38.560.070 limits wayfinding signage to 7’ height (inclusive of the support base) and quantity to one wayfinding sign per block face. This relaxation will allow up to 9’ height with 2’ high masonry base and 100 ft. separation between wayfinding signs Justification: Medical campus wayfinding signage are designed to assist patient and visitors to quickly locate their destination. Medical structure signage needs to be visible from major roadways surrounding the campus and needs to be sized for long distance viewing. Hospitals and medical service structures will typically need signage on 3-4 sides to maximize visibility, which helps consumers find the facility. The current UDC standard limits total signage area to 400 sq. 89 47Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information ft. per lot. As a 38-acre medical campus, this allowance would not be sufficient to provide the quantity and size of building signs needed to identify medical structures providing emergency, urgent care, and other medical services as well as providing vehicular directional signage that would help consumers find the correct entry and service. By providing a relaxation for larger signs for medical use structures, patients and visitors will be able to find urgent care and emergency services more quickly, especially from the interstate and secondary perimeter roads, and enhancing this campus as a community asset. Relaxation 7: Campus Style Streetlights The City of Bozeman Design Standards and Specifications Policy outlines Standard Specifications for Lighting Materials and Installation. In order to support the campus design, we were allowed to use black street light poles in Phase I. We would like to continue the use of black street light poles to support a consistent campus design. This relaxation would allow the use of black street light poles within the Billings Clinic PUD area. Jusification: Since black street light poles have already been allowed in the PUD area, this relaxation supports a consistent campus design better than the current standard. Relaxation 8: Parking Quantities Table 38.540.050-3 and Sec. 38.540.050 establish minimum and maximum Off-Street Parking requirements based on building use. However, there are only two types of medical-related uses identified, Hospitals and Medical and Dental Offices. In order to support the various types of medical services that Billings Clinic plans to offer in the campus, and to allow for the ability to creatively use shared parking for varying uses within the campus, we would like to allow each building phase to identify the parking quantities based on actual need and use. This relaxation will allow for the off-street parking quantities to be determined based on the planned building use. A parking needs assessment will be provided with the Site Plan Review for each building phase to determine the off-street parking to be provided. Justification: Since the UDC parking standards has limited medical-related uses identified and this campus is likely to include many types of medical uses, allowing the parking requirements to be right- sized based on building use would result in a superior development over the UDC standard. Relaxation 9: Parking Structure 1st floor use Sec. 38.510.030.M requires that parking garages that front streets must line the parking garage at the street level with an active use, and to provide a lining of retail, office, or residential use at the street level along the entire street frontage. The approved Master Site Plan indicates potential locations for structured parking intended to serve the higher intensity medical uses planned for the campus. Providing a retail, office, or residential use not associated with the medical uses may not be feasible to support the needs of the medical facilities. We would like to allow parking structures to be exempt from this standard when supporting a medical use. This relaxation will allow parking structures that front streets and support medical uses to be developed without lining the structure with retail, office or residential uses. Justification: The campus plan envisions structured parking intended to serve the higher intensity medical uses. Providing a retail, office, or residential use not associated with the medical uses may not 90 48Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information be feasible to support the needs of the medical facilities. Allowing parking structures to be exempt from from this standard when supporting a medical use better supports the development of a medical campus than the UDC standard. Relaxation 10: Bicycle Parking Quantities Sec. 38.540.050.A.4 requires the number of bicycle parking spaces must be at least ten percent of the number of the automobile parking stall required by the Unified Development Code. We would like to provide a more tailored requirement for medical uses within the campus relevant to these building and land uses. This relaxation will allow reduced bicycle parking requirements for medical uses within the PUD area that provide separate staff and visitor parking areas on their development site. For these projects, the minimum required bicycle parking spaces for the number of automobile parking stalls shall be: • 10% of the number of staff parking stalls, and • 2% of the number of patient/visitor parking stalls Justification: The relaxation provides a more tailored requirement for bicycle parking based on the medical uses, staff, patients and visitors than the UDC provides. Relaxation 11: Block Frontage Sec. 38.510.030 requires block frontage standards addressing streetfront elements including building location, parking lot location, window transparency, weather protection and landscaping. The Billings Clinic Medical Campus consists of a single lot. This 58-acre lot is planned for multiple phases of development and is envisioned with the Approved Master Site Plan. This code section generally relates to development of individual buildings on individual lots and did not envision the development of a large medical campus. This plan indicates likely locations for future Public Streets and Private Drives where Mixed-Use Block Frontage will apply if land uses with smaller, individual buildings may be proposed. However, in Areas C and D larger medical facilities are anticipated. These uses are also allowed in all areas within the PUD. These facilities have specific requirements and needs to support these services including: • Larger, physically connected buildings to support integrated care • Patient entrances to buildings that must be set back from the street to allow for required covered drop-offs and nearby accessible parking to accommodate patients with varying mobility • Intentional separation of patient/visitor/staff/ service/emergency uses, access and parking for staff and patient safety • Parking distributed around all sides of buildings to access the above multiple building entrances for clear and direct patient access This relaxation will allow building and parking locations within the PUD to be located based on the needs for the buildings and to be exempt from the requirements of Sec 38.510.030. As was achieved in the initial phase, private access drives to building entrances will incorporate characteristics of a pedestrian-oriented street (including weather protection, façade transparency, wider sidewalks) where feasible but the unique medical requirements for buildings in these areas will prevail. Where adjacent to Public Streets, building facade transparency will meet requirements of Section 38.510.030 of the Bozeman Municipal Code, except where the uses within these portions of the building require solid walls for 91 49Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 1 - PUD Information safety, privacy, or medical functions. These areas where vision glass is not possible will be exempt from the facade transparency requirements, but will incorporate landscape planting beds with evergreen plant materials to buffer and add visual interest at a pedestrian scale to mitigate impacts of blank walls. Justification: This relaxation provides superior development of a medical campus than the UDC as it better supports the development of medical uses within the campus which are likely to include: • larger, physically connected buildings, • covered patient drop-off zones with close in accessible parking, and • separation of patient/visitor/staff/service/ emergency access and parking for staff and patient safety. Relaxation 12: Block Length and Width Sec 38.410.040 requires blocks 300-400 feet in length and 200 feet in width. Based on the requirements described above for larger medical facilities and as indicated on the Approved Master Site Plan, larger block areas will be allowed within the PUD to support the ability to create a connected campus of buildings. This relaxation will allow for larger parcels within the PUD campus area to support flexibility to provide larger, connected medical facilities. As such the PUD shall be exempt from the requirements of Sec 38.410.040 and will be based on the approved infrastructure plans for the campus. Justification: These larger block areas indicated in the Master Site Plan better support the ability to provide a connected campus of buildings than the UDC standard. 92 PART II Master Plan and Development Guidelines 93 51Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Chapter 1 Project Overview [1.01] OVERVIEW 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 principles 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 [1.02] INTENT OF DEVELOPMENT GUIDELINES In addition to the Ambulatory Care Center and Ambulatory Surgery Center buildings, currently under construction, there are planned expansions and new facilities illustrated conceptually in the approved Master Site Plan. The intent of these guidelines is to establish a framework upon which new development may be based to create a cohesive medical campus. The intent of these guidelines is not to propose final design solutions, rather it is to establish a basis for creating buildings and site development that respond to the vision set forth by Billings Clinic Bozeman Medical Campus PUD. 94 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 52 [1.03] APPROVED MASTER SITE PLAN GRAPHIC 95 53Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [1.04] PROJECT USES (ALLOWED, ANTICIPATED) Permitted 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. The Bozeman Growth Policy identifies the future land use of the Billings Clinic Bozeman Medical Campus as Regional Commercial and Services. Defined as an area for uses providing services to Bozeman, as well as the surrounding region, this land use is consistent with uses allowed under the B-2 Zoning designation. To support the development as a medical campus and to allow for potential opportunities for housing, the following additional uses will be permitted: • Cottage housing (in Areas A, B, E, and F) • Single, two, three and four household dwellings (in Areas A, B, E, and F) • Ground floor residential (in all Areas) • Hospitals, Labs, Medical Office, Outpatient Surgery Centers (in all Areas) All uses allowed or conditionally allowed under B-2 zoning will be allowed or conditionally allowed in the Billings Clinic Bozeman Medical Campus PUD. This includes B-2 zoning at the time of approval and any expanded B-2 uses that are approved by the City of Bozeman. Project Areas Diagram 96 54Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Anticipated Uses The Billings Clinic Bozeman Medical Campus anticipates a twenty-year phased development, so final land uses have not yet been determined. While initial phases will likely focus on 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 initial phase within Zone C, approved in 2020 and scheduled to open in 2022 includes an Ambulatory Destination Center including medical office, urgent care and an outpatient surgery center. The next phases anticipated will further develop medical uses within the campus with expanded ambulatory and medical facilities anticipated primarily, but not limited to, Zone D. [1.05] PHASING The Billings Clinic medical campus is planned to be developed over the next twenty years. The first phase of development includes a new 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. Construction of these buildings is in progress with an anticipated completion in fall of 2022. In conjunction with the development of Phase 1, infrastructure improvements including internal public streets, and water and sewer mains were completed in the spring of 2022 with final closeout scheduled to occur in summer/ fall of 2022. The public development to-date provides roadway access and access to public utilities for the existing structures as well as future construction, but additional public streets, water, and sewer mains will be required as additional phases of the project are proposed. Since the sequencing of future phases is unknown and will be based on market demands, we are instead identifying infrastructure that will be required for each development area within the campus. The Phasing Plans identifies the main zones of the campus and estimate which public roadways and utilities will be required as part of the development. Future construction will further develop the medical campus with ambulatory and inpatient facilities and associated ancillary medical uses. Billings Clinic is dedicated to the future of this campus and will provide the necessary public roadways and utilities necessary to support the future development phases. 97 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 55 Legend Existing Development Development Area Infrastructure Required [1.06] PHASING PLANS 98 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 56 Legend Existing Development Development Area Infrastructure Required 99 57Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Chapter 2 Site Guidelines [2.01] GENERAL SITE DESIGN OBJECTIVES 1. Site Design for the Billings Clinic Bozeman Medical Campus will provide: • Clear and consistent wayfinding for patients and visitors • Necessary emergency vehicle access • Separation of patient/visitor, staff, emergency access and parking where possible • Efficient and appropriately sized vehicle circulation and parking • Safe and inviting pedestrian connections • Safe and efficient site lighting 2. Design should be based on the functions and requirements of the planned buildings. 3. All public areas and buildings shall be accessible per current ADA guidelines. [2.02] ACCESS AND CONNECTIVITY The Master Site Plan and approved Infrastructure Plans outline the complete 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. 100 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 58 0 100 SCALE: 1" = 100' 20050100 PRELIMINARY PUD REVIEWNORTH FILE:PROJECT NO:CAD:QUALITY ASSURANCE:DRAWING HISTORYDATE DESCRIPTIONGENERAL CIVIL PLANBILLINGS CLINIC BOZEMAN CAMPUSLOT 2A-1, MINOR SUBDIVISION 221FBOZEMAN, MONTANA2.1 -15063_10_SITE_PLAN.DWGLMH----------------15063.10GENERAL NOTES: -ALL IMPROVEMENTS SHALL BE PERFORMED IN ACCORDANCE WITH MONTANA PUBLIC WORKS STANDARD SPECIFICATIONS 6TH EDITION, APRIL, 2010, AND THE CITY OF BOZEMAN STANDARD MODIFICATIONS, DATED MARCH 31, 2011 WITH ADDENDUM. -ANY EXISTING OR NEW VALVES WHICH CONTROL THE CITY OF BOZEMAN'S WATER SUPPLY SHALL BE OPERATED BY CITY OF BOZEMAN PERSONNEL ONLY. -CONTRACTOR SHALL FIELD VERIFY AND GRADE OF EXISTING CONNECTIONS. -THE CONTRACTOR SHALL NOTIFY THE WATER DEPARTMENT A MINIMUM OF 24-HOURS PRIOR TO BEGINNING ANY WORK. -EXISTING UNDERGROUND INSTALLATIONS & PRIVATE UTILITIES SHOWN ARE INDICATED ACCORDING TO THE BEST INFORMATION AVAILABLE TO THE ENGINEER. THE ENGINEER DOES NOT GUARANTEE THE ACCURACY OF SUCH INFORMATION. SERVICE LINES (WATER,POWER, GAS, STORM, SEWER, TELEPHONE & TELEVISION) MAY NOT BE STRAIGHT LINES OR AS INDICATED ON THE PLANS. STATE LAW REQUIRES CONTRACTOR TO CALL ALL UTILITY COMPANIES BEFORE EXCAVATION FOR EXACT LOCATIONS. -UNLESS OTHERWISE SPECIFIED, ALL CONSTRUCTION LAYOUT AND STAKING SHALL BE PERFORMED UNDER THE RESPONSIBLE CHARGE OF A LAND SURVEYOR LICENSED IN THE STATE OF MONTANA AND BY A PARTY CHIEF OR ENGINEERING TECHNICIAN EXPERIENCED INCONSTRUCTION LAYOUT AND STAKING TECHNIQUES AS ARE REQUIRED BY THE SPECIFIC TYPE OF WORK BEING PERFORMED.P:\15063_10_Billings_Clinic_Bozeman_PUD\CADD_C3D\PRODUCTION_DWG\15063_10_SITE_PLAN.dwg, C2.1, 5/13/2022 10:10:23, lhendricks, 1:1[2.03] GENERAL CIVIL PLAN 101 59Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [2.04] BUILDING AND PARKING LOCATIONS 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. [2.05] PARKING The intent of this section is to provide an adequate number of parking spaces to serve the building uses within the PUD area without creating negative impacts on nearby neighborhoods. In order to support the various types of medical services that Billings Clinic plans to offer in the campus, and to allow for the ability to creatively use shared parking for varying uses within the campus, each building phase shall be allowed to identify their parking quantities (if different than BMC Sec. 38.540.050 parking quantity requirements) based on actual building need and use. A parking needs assessment will be provided with the Site Plan Review for each building phase to determine the off-street parking to be provided. B-2 Zoning allows for both surface parking lots and structures for vehicular parking. It is important with medical uses to have accessible parking and drop-off areas located as close to primary building entrances as possible. To achieve this a variety of parking solutions may be needed. Detailed parking configurations will be developed with each building phase. Parking options may include: • Surface parking lots • Structured parking • On-street parking Design of off-street parking areas shall include considerations for snow removal and snow storage. [2.06] OPEN SPACE NETWORK This PUD supports the 2007 PROST plan and envisions connecting to this regional system. Open space areas will connect to the adjacent Cattail Lake Park and open space network to the south of the campus. Active open space areas shall be incorporated into the site design for each phase based on the Open Space Diagram. 102 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 60 [2.07] OPEN SPACE NETWORK DIAGRAM 103 61Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [2.08] SITE GRADING AND DRAINAGE The west and east portions of the site drain in different directions. The western half of the site generally slopes to the northwest and the eastern half of the site generally slopes to the northeast. The drainage for the infrastructure that has currently been constructed has been managed in accordance with the City of Bozeman requirements. It generally consists of storm drain pipe and a combination of surface ponds and sub-surface boulder pit systems. Future phases will continue to be managed in accordance with the City of Bozeman requirements and is planned to be discharged to historic drainage ways at or below predeveloped flowrates. [2.09] UTILITIES, COMMUNICATION, AND REFUSE A 12-inch water main runs in the right-of-way of North 27th Avenue, extending to the southeast corner of the campus. Water is provided to the campus from this main with a combination of 12-inch and 16-inch water mains and currently extends to connect with the existing 12-inch main in Davis Lane. When future phases are built within the campus, the water main within Wellness Way will be extended south within Warbler Way once that road is constructed. The line will then loop to the east to connect with North 27th Avenue. The Municipal Wastewater Treatment plant is located across Interstate 90 to the north. Sanitary sewer is proposed to flow off-site within Wellness Way and Warbler Way to a gravity main in Davis Lane that flows to the Davis Lane Lift Station and then to the treatment plant. See the utility plan for the current and proposed utilities. Communications and other “dry” utilities will be provided underground in easements outside the public right-of-way within the campus. Refuse pickup will be supported by the City of Bozeman. Trash enclosures will be designed to City of Bozeman standards with each phase of new building construction. 104 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 62 [2.10] GRADING AND DRAINAGE PRELIMINARY PUD REVIEWNORTH FILE:PROJECT NO:CAD:QUALITY ASSURANCE:DRAWING HISTORYDATE DESCRIPTIONTOWNSHIP 1 S., RANGE 5 E., SECTION 26, P.M.M.GRADING AND DRAINAGEBILLINGS CLINIC BOZEMAN CAMPUSLOT 2A-1, MINOR SUBDIVISION 221FBOZEMAN, MONTANA4.1 -15063_10_DRAINAGE.DWGLMH----------------15063.100 100 SCALE: 1" = 100' 20050100 P:\15063_10_Billings_Clinic_Bozeman_PUD\CADD_C3D\PRODUCTION_DWG\15063_10_DRAINAGE.dwg, C4.1, 5/13/2022 10:13:14, lhendricks, 1:1105 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 63 [2.11] UTILITY PLAN 0 100 SCALE: 1" = 100' 20050100 PRELIMINARY PUD REVIEWNORTH FILE:PROJECT NO:CAD:QUALITY ASSURANCE:DRAWING HISTORYDATE DESCRIPTIONUTILITY PLANBILLINGS CLINIC BOZEMAN CAMPUSLOT 2A-1, MINOR SUBDIVISION 221FBOZEMAN, MONTANA3.1 -15063_10_UTILITY_PLAN.DWGLMH----------------15063.10GENERAL NOTES: -ALL IMPROVEMENTS SHALL BE PERFORMED IN ACCORDANCE WITH MONTANA PUBLIC WORKS STANDARD SPECIFICATIONS 6TH EDITION, APRIL, 2010, AND THE CITY OF BOZEMANSTANDARD MODIFICATIONS, DATED MARCH 31, 2011 WITH ADDENDUM. -ANY EXISTING OR NEW VALVES WHICH CONTROL THE CITY OF BOZEMAN'S WATER SUPPLY SHALL BE OPERATED BY CITY OF BOZEMAN PERSONNEL ONLY. -CONTRACTOR SHALL FIELD VERIFY AND GRADE OF EXISTING CONNECTIONS. -THE CONTRACTOR SHALL NOTIFY THE WATER DEPARTMENT A MINIMUM OF 24-HOURS PRIOR TO BEGINNING ANY WORK. -EXISTING UNDERGROUND INSTALLATIONS & PRIVATE UTILITIES SHOWN ARE INDICATED ACCORDING TO THE BEST INFORMATION AVAILABLE TO THE ENGINEER. THE ENGINEERDOES NOT GUARANTEE THE ACCURACY OF SUCH INFORMATION. SERVICE LINES (WATER, POWER, GAS, STORM, SEWER, TELEPHONE & TELEVISION) MAY NOT BE STRAIGHT LINESOR AS INDICATED ON THE PLANS. STATE LAW REQUIRES CONTRACTOR TO CALL ALL UTILITY COMPANIES BEFORE EXCAVATION FOR EXACT LOCATIONS. -UNLESS OTHERWISE SPECIFIED, ALL CONSTRUCTION LAYOUT AND STAKING SHALL BE PERFORMED UNDER THE RESPONSIBLE CHARGE OF A LAND SURVEYOR LICENSED IN THESTATE OF MONTANA AND BY A PARTY CHIEF OR ENGINEERING TECHNICIAN EXPERIENCED IN CONSTRUCTION LAYOUT AND STAKING TECHNIQUES AS ARE REQUIRED BY THESPECIFIC TYPE OF WORK BEING PERFORMED. NOTE: PIPE TYPES EXISTING WATER MAIN IS CLASS 51, DUCTILE IRONFUTURE WATER MAIN SHALL BE CLASS 51, DUCTILE IRON EXISTING SANITARY SEWER MAIN IS SDR 35, PVCFUTURE WATER MAIN SHALL BE SDR 35, PVC EXISTING STORM DRAIN MAIN WITHIN PUBLIC STREET EASEMENT IS RCPFUTURE STORM DRAIN MAIN WITHIN PUBLIC STREET EASEMENT SHALL BE RCP EXISTING STORM DRAIN ON SITE DEVELOPMENT IS A-2000 PVC P:\15063_10_Billings_Clinic_Bozeman_PUD\CADD_C3D\PRODUCTION_DWG\15063_10_UTILITY_PLAN.dwg, C3.1, 5/13/2022 10:11:54, lhendricks, 1:1106 64Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [2.12] SITE LIGHTING The following design guidelines govern the design of lighting for drive aisles, parking, plaza areas and pedestrian routes. Building lighting is addressed in Section 4 - Building Design. Site lighting should include vehicle-scale lighting in parking areas and pedestrian-scale in primary pedestrian areas. To create a consistent lighting character for the campus, all exterior site lighting shall be LED 80 Color Rendering Index (CRI). Lighting heights, light fixture styles, and pole colors shall either match or coordinate with the lighting constructed with the initial phase of the campus and as described below. Pedestrian-Scale Lighting: Style: ATR – Atria Series from AV Poles and Lighting Height: 12’ Pole and luminaire color: Black LED 80 CRI, Light Source Kelvin 3000 Vehicle-Scale Lighting: Style: MRM – Mirada Medium Area Light from LSI Lighting Height: 25’ Pole and luminaire color: Black LED 80 CRI, Light Source Kelvin 3000 Street Lights: Street lights shall be City of Bozeman standard street lights but with Black poles as constructed with the initial phase of the campus development. Light Shielding: Pole lights located immediately adjacent to residential or natural areas shall incorporate a house-side shield to minimize glare. 107 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 65 [2.13] STREET LIGHTING PLAN 0 100 SCALE: 1" = 100' 20050100 PRELIMINARY PUD REVIEWNORTH FILE:PROJECT NO:CAD:QUALITY ASSURANCE:DRAWING HISTORYDATE DESCRIPTIONLIGHTING PLANBILLINGS CLINIC BOZEMAN CAMPUSLOT 2A-1, MINOR SUBDIVISION 221FBOZEMAN, MONTANA8.1 -15063_10_LIGHTING_PLAN.DWGLMH----------------15063.10GENERAL NOTES: -ALL IMPROVEMENTS SHALL BE PERFORMED IN ACCORDANCE WITH MONTANA PUBLIC WORKS STANDARD SPECIFICATIONS 6TH EDITION, APRIL, 2010, AND THE CITY OF BOZEMAN STANDARD MODIFICATIONS, DATED MARCH 31, 2011 WITH ADDENDUM. -ANY EXISTING OR NEW VALVES WHICH CONTROL THE CITY OF BOZEMAN'S WATER SUPPLY SHALL BE OPERATED BY CITY OF BOZEMAN PERSONNEL ONLY. -CONTRACTOR SHALL FIELD VERIFY AND GRADE OF EXISTING CONNECTIONS. -THE CONTRACTOR SHALL NOTIFY THE WATER DEPARTMENT A MINIMUM OF 24-HOURS PRIOR TO BEGINNING ANY WORK. -EXISTING UNDERGROUND INSTALLATIONS & PRIVATE UTILITIES SHOWN ARE INDICATED ACCORDING TO THE BEST INFORMATION AVAILABLE TO THE ENGINEER. THE ENGINEER DOES NOT GUARANTEE THE ACCURACY OF SUCH INFORMATION. SERVICE LINES (WATER,POWER, GAS, STORM, SEWER, TELEPHONE & TELEVISION) MAY NOT BE STRAIGHT LINES OR AS INDICATED ON THE PLANS. STATE LAW REQUIRES CONTRACTOR TO CALL ALL UTILITY COMPANIES BEFORE EXCAVATION FOR EXACT LOCATIONS. -UNLESS OTHERWISE SPECIFIED, ALL CONSTRUCTION LAYOUT AND STAKING SHALL BE PERFORMED UNDER THE RESPONSIBLE CHARGE OF A LAND SURVEYOR LICENSED IN THE STATE OF MONTANA AND BY A PARTY CHIEF OR ENGINEERING TECHNICIAN EXPERIENCED INCONSTRUCTION LAYOUT AND STAKING TECHNIQUES AS ARE REQUIRED BY THE SPECIFIC TYPE OF WORK BEING PERFORMED.P:\15063_10_Billings_Clinic_Bozeman_PUD\CADD_C3D\PRODUCTION_DWG\15063_10_LIGHTING_PLAN.dwg, 8.1, 5/13/2022 10:14:56, lhendricks, 1:1108 66Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Chapter 3 LANDSCAPE GUIDELINES [3.01] OVERVIEW The intent of the landscape design guidelines is to support a cohesive approach to the campus design, to encourage sustainable design that is complimentary to the natural environment of the region and to support the medical campus needs for safety, patient comfort, and staff respite. These guidelines provide: the buffering of properties from wind and snow; the screening of parking from residences and pedestrian areas; the enhancement of entry areas to the development and to individual buildings; the conservation of water and the use of native or adapted plant species; and other landscape design techniques with the goal of creating a unique and inviting environment. [3.02] GENERAL LANDSCAPE DESIGN GUIDELINES Utilize xeriscape practices including: 1. Incorporate the use of an efficient irrigation system and provide irrigation zones for turf areas separately from other plantings. 2. Avoid irrigating between 10am and 6pm when possible to reduce water loss to evaporation. 3. Utilize weather-based irrigation controllers. 4. Reduce the amount of manicured turf areas by using in more public areas and street parkways. Open space areas and outlying areas with less public use should incorporate landscapes with reduced irrigation and maintenance needs where feasible. 109 67Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [3.03] PLANT MATERIALS Tree and shrub species shall be selected based upon species diversity, adaptability, hardiness, and maintenance requirements. The provided species lists shall be used for all tree and shrub selections. Alternative species will be considered on a case-by-case basis with the approval of Billings Clinic. Any species listed as noxious or invasive in the state shall be prohibited. DECIDUOUS TREES CA SP Catalpa speciosa Northern Catalpa CE OC Celtis occidentalis Common Hackberry GL TR Gledistia triacanthos inermis 'Skyline' Skyline Honeylocust GY DI Gymnocladus dioicus 'Expresso' Expresso Kentucky Coffeetree QU BU Quercus buckleyi Texas Red Oak QU MA Quercus macrocarpa Bur Oak TI AM Tilia americana 'Redmond' Redmond Linden UL JA Ulmus japonica x U. wilsoniana 'Accolade' Accolade Elm ORNAMENTAL TREES AC TA Acer tataricum ‘Hot Wings’ Hot Wings Maple AM GR Amelanchier x grandiflora ‘Autumn Brilliance’ Autumn Brilliance Serviceberry CR PH Crataegus phaenopyrum Washington Hawthorn MA RA Malus ‘Radient’ Radiant Crabapple MA SS Malus ‘Spring Snow’ Spring Snow Crabapple MA TC Malus ‘Thunderchild’ Thunderchild Crabapple EVERGREEN TREES JU MG Juniperus scopulorum ‘Moonglow’ Moonglow Juniper PI FL Pinus flexilis ‘Vanderwolf’s Pyramid’ Vanderwolf’s Limber Pine PI NI Pinus nigra Austrian Pine PI PO Pinus Ponderosa Ponderosa Pine Street trees shall be compatible with the current City of Bozeman Approved Street Tree list and approved by the City Forester prior to installation. Denotes plants indicated as drought tolerant based on Section 38.550.050 of the BMC* *** *** * *** 110 68Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines DECIDUOUS SHRUBS AM CA Amorpha canescens Leadplant AM RE Amelanchier alnifolia ‘Regent’ Regent Serviceberry AR CA Artemisia cana Silver Sagebrush AR ME Aronia melanocarpa ‘Iroquois Beauty’ Iroquois Beauty Dwarf Chokeberry CE IN Cercocarpus intricatus Littleleaf Moutain Mahogany CE LE Cerocarpus ledifolius Curl-leaf Mountain Mahogany CH NA Chrysthamnus nauseosus nouseosus Dwarf Blue Rabbitbrush CO AF Cornus sericea ‘Arctic Fire’ Arctic Fire Dogwood CO KE Cornus sericea ‘Kelseyi’ Kelsey Dwarf Dogwood CY PU Cytisus purgans ‘Spanish Gold’ Spanish Gold Broom FA PA Fallugia paradoxa Apache Plume PH OP Physocarpus opulifolius Diabolo Diabolo Ninebark PO FR Potentilla fruticosa Native Yellow Potentilla PR PB Prunus besseyi ‘Pawnee Buttes’ Pawnee Buttes Sandcherry RH AR Rhus aromatica ‘Gro-Low’ Gro-Low Sumac RH GL Rhus glabra cismontana Rocky Mountain Sumac RH TY Rhus typhina Staghorn Sumac RI AL Ribes alpinum ‘Greenmound’ Greenmound Alpine Currant RI AU Ribes aureum ‘Gwen’s Buffalo’ Gwen’s Buffalo Currant RO HO Rosa X Hope for Humanity’ Hope for Humanity Rose SY AL Symphoricarpos albus White Snowberry SY CH Symphoricarpos x chenaultii ‘Hancock’ Hancock Coralberry SY ME Syringa meyeri ‘Palibin’ Korean Lilac VI LA Viburnum lantana ‘Mohican’ Mohican Wayfaring Tree YU FL Yucca flaccida ‘Ivory Tower’ Ivory Tower Yucca ** **** * * * ******** 111 69Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines EVERGREEN SHRUBS AR PA Arctostaphylos x coloradoensis panchito Panchito Manzanita JU BR Juniperus sabina ‘Broadmoor’ Broadmoor Juniper JU BS Juniperus squamata ‘Blue Star’ Blue Star Juniper JU EF Juniperus communis ‘Effusa’ Effusa Common Juniper JU HO Juniperus horizontalis ‘Hughes’ Hughes Juniper PI GL Picea pungens ‘Globe’ Dwarf Globe Green Spruce PI MU Pinus mugo ‘Mops’ Miniature Mugo Pine PI NH Pinus nigra ‘Helga’ Dwarf Austrian Pine ORNAMENTAL GRASSES BO GR Bouteloua gracilis ‘Bonde Ambition’ Blonde Ambition Grama Grass CA BR Calamagrostis brachytricha Korean Feather Reed Grass CA OV C alamagrostis acutiflora ‘Overdam’ Variegated Feather Reed Grass KO MA Koeleria macrantha Prairie Junegrass PA VI Panicum virgatum ‘Northwind Northwind Switch Grass PE AL Pennisetum alopecuroides ‘Hameln’ Dwarf Fountain Grass SC PB Schizachyrium scoparium ‘Prairie Blues’ Prairie Blues Little Bluestem SO NU Sorghastrum nutans Indiangrass SP HE Sporobolus heterolepis Prairie Dropseed Grass ** ** * 112 70Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines PERENNIALS AC MO Achillea ‘Moonshine’ Moonshine Yarrow AQ CH Aquilegia chrysantha Yellow Columbine AQ CO Aquilegia coerulea Rocky Mountain Columbine CL HI Clematis hirsutissima Mountainspray Clematis CO MO Coreopsis verticillata ‘Moonbeam’ Moonbeam Coreopsis DA PU Dalea purpurea Purple Prairie Clover EC PU Echinacea purpurea Purple Coneflower GE TR Geum triflorum Prairie Smoke Geum GE VI Geranium viscosissimum Sticky Geranium LA HI Lavandula angustifolia ‘Hidcote’ Deep Blue Lavender LI PU Liatris punctata Gayfeather NE LT Nepeta ‘Little Trudy’ Little Trudy Catmint PE PI Penstemon pinifolius Pineleaf Penstemon PE ST Penstemon strictus Rocky Mountain Penstemon RU FU Rudbeckia fulgida ‘Goldsturm’ Goldsturm Black-eyed Susan SA NE Salvia nemorosa ‘May Night’ May Night Salvia TO HO Townsendia hookeri Hookers Townsend Daisy [3.04] OPEN SPACE Open space areas throughout the campus are a key feature supporting the building uses and connections to the community. Open space areas should create distinctive settings supporting their adjacent building uses (healing gardens, respite areas for staff and visitors, plazas, paths/trails, access to nature, multi-use community) while maintaining a consistent visual character for the campus. The open space areas indicated on the Open Space Diagram represent the conceptual locations for Active Open Space areas for the campus and may vary in configuration and location. However, they represent the minimum amount of open space areas required for the campus and should designed to be open and available for use by visitors to the campus. See Open Space Diagram Section 2.07 for locations of designated Active Open Space Areas. 113 71Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [3.05] PUBLIC ART The use of public art within pedestrian plazas, open space, along trails and pedestrian corridors, and near buildings is encouraged. Art may also be directly integrated into the design of a building. Locations where art may be viewed from pedestrian and vehicular circulation routes should be given priority. The placement of public art shall be coordinated with the development of open spaces, trails, and plazas. All public art must be submitted for review and approval by Billings Clinic prior to installation. [3.06] MAINTENANCE The Billings Clinic shall contract landscape maintenance service for all of the developments within the Billings Clinic Bozeman Medical Campus PUD area. Any future phases developed in partnership with other entities or sold to other users shall obtain approval from Billings Clinic for any change to the overall campus landscape maintenance services provided. 114 72Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Chapter 4 Building Guidelines Note: Where the Design Guidelines are “silent,” the standards of the Bozeman Municipal Code in effect at the time of a permit application shall apply. [4.01] BUILDING DESIGN OBJECTIVES In addition to The Billings Clinic Bozeman Medical Campus’ over-arching design objectives, the following building design objectives should respond to and be influenced by the different zones on the site to which they are oriented. The three zones of influence identified on the Billings Clinic Bozeman Medical Campus are the Medical Core, Community, and Nature. Medical Core The Medical Core zone of influence is the heart and patient services core of the campus. This zone serves as the hub, signified by the traffic roundabout from which all other circulation on campus culminates. This zone is designed to enhance the patient experience, giving clear visibility of covered vehicle drop-off areas and pedestrian entries to each of the major medical facilities. Building facades should be more transparent on all floors within this zone, both to clearly identify the main building entries as well as to reveal the healing programs within. This zone should also strive to incorporate a clear separation between on-stage (patient-facing) and off-stage (service/loading) functions of each respective building. Community The Community zone of influence encompasses buildings and facades that are visible from outside of the campus from the surrounding streets and highways, and also the buildings along major internal roadways. These buildings influence the visitor experience and help establish the overall feel of the campus when approaching the center. Those visible from the highway should convey the character of the campus and may take greater care for visual interest on the higher floors that are more visible. Similar to how the Ambulatory Care Center provides a campus identification opportunity toward the highway with a more expressive architectural façade and Billings Clinic signage. Nature The buildings in this zone should take advantage of their connection to the adjacent natural areas. The interstitial space between buildings should be an extension and transition from the informal outdoor space to more formal, with areas of passage and pause that are created with outdoor program, vegetation, and landscape architecture. Functionally, these spaces may provide active gathering space, as well as quieter individual seating. This sets the framework for a symbiotic relationship between buildings and nature. Buildings create opportunities for framing spaces and vistas as well as creating views from inside out. Additional references for open space can be found in the Code of Ordinances Section 38.520.060. - On-site residential and commercial open space. Gateways & Landmark Buildings The gateway and landmark building facades that frame the campus entrances should be treated with the greatest level of finish and care. The gateways should be marked with a landmark signage/tower signaling the arrival to the campus core as well as setting a geographic point of reference. Additional references for the architectural treatment of gateways can be found in the Bozeman Municipal Code Section 38.530.050, Section C - High visibility street corner and gateway sites. The medical core is a series of free-standing landmark structures that anchor the center of gravity for the campus. 115 73Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Parking/Service Buildings Parking/Service buildings should utilize the standard palette of materials and colors recommended in these guidelines for consistency, but may have more of a utilitarian nature to massing and programmatic use. The form follows the functions of these buildings and structures. Additional references for mechanical and service areas can be found in the Bozeman Municipal Code Sec. 38.520.070. - Location and design of service areas and mechanical equipment. All Other Buildings The remaining buildings may be reconfigured in a multitude of ways. They should serve as the “background” buildings on the campus, that neither call attention to themselves nor ignore these guidelines. But rather, contribute to the overall fabric of the campus striving to meet the city’s motto of being “the most livable place.” These buildings could also have uses to benefit the campus and larger community. By having higher activity on the ground floor through retail and pedestrian access, they can serve as a shared link between all buildings on campus. Gateway/Landmark Building Figure 4.1 Zones of Incluence & Building Role Diagram CO M M U N I T Y CORE NATURE Gateway Landmark Building Parking/Service Building 116 74Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [4.02] DIMENSIONAL CONSIDERATIONS Form and Scale Building scale guidelines have been established to be appropriate for program use and campus zone. The scale of the building massing should be broken down further at the entry facades, first floor pedestrian areas, and above with purposeful wall offsets, awnings, arcades, and canopies. New building forms should be primarily horizontal. Any vertical elements should be reserved for gateway and/or landmark buildings on campus. Roof lines should be consistent and relatively uniform, maintaining simplicity of to contrast both the landmark vertical elements and the mountain skyline beyond. Connection Between Buildings Wherever possible, care should be given to identify opportunities for building features or access points to relate to one another, in turn making connections between the buildings. This will also serve to promote a more walkable campus by giving building occupants the ability to traverse from building to building. Buildings should relate to each other through sight lines, landscape architecture, and entry points. Covered connections between buildings are encouraged, as well as shared outdoor activity space. Building Heights All building heights outside of the zones requesting relaxation shall conform to City of Bozeman Unified Development Section 38.530.040. - Building massing and articulation. Breaking Down Scale SERVICE/ NATURE/ COMMUNITY PUBLIC Building entries and facades can relate to each other, creating implied connections Buildings can work together to create shared zones for gathering, respite, and outdoor landmarks 117 75Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines 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 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 AMBULATORYCARE CENTER 1 AMBULATORYSERVICE CENTER AMBULATORYCARE 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) EAST V A L L E Y C E N T E R R O A D ( G A T E W A Y F R O N T A G E ) DRIVE AISLE DRIVE AISLEDRIVE AISLESheet Number: Project Number:Project:Client:1603 Oakridge DriveFort Collins, CO 80525p. (970) 223-7577www.BHADesign.com Landscape ArchitectureUrban DesignMaster Planning Z:\PROJECTS\BILLINGS CLINIC BOZEMAN\DRAWINGS\ACAD\CD\DWG\BOZEMAN_MASTER_PLAN.DWGPlot Date:9/3/2020 3:21 PM Plotted By: Jason MessarosDate Created:9/3/2020Produced by:Date: Revision: L1.0 Date:MASTER PLANBILLINGS CLINIC BOZEMANAmbulatory Destination Center - Phase IBillings Clinic2800 10th Avenue NorthBillings, MT 59101COMMUNITY DESIGN FRAMEWORK NOT FOR CONSTRUCTIONJSM9-6-20202017 0 50'100'200' NORTH 1.Public streets shall include sidewalks on both sides as perCity standards. Private access drives will include sidewalkson both sides where feasible to provide a connectedpedestrian system. 2.Public transportation infrastructure is encouraged. TheDeveloper will coordinate with the City and Streamline toprovide stops for planned routes on either public streets orprivate drives. 3.Parking Plan - Parking for individual phases is anticipatedto comply with the Municipal Code. If an individual phaserequires parking quantities that differ from the Code, adeparture will be requested at the time of Site Plan reviewfor that phase. 4.Compliance with required landscape provisions will beindicated at the time of Site Plan review for each phase. 5.Neighborhood Center park / civic space will be owned andmaintained by the property owner or future designatedProperty Owner Association. NOTES PROPOSED BUILDING HEIGHTS Theseven project areas are delineated with the following building height allowances: Areas B & D: 8 stories Areas A, C & G: 6 stories Areas E & F: 3 stories Figure 4.3 Building Height Areas Diagram 8 7 6 5 4 3 2 1 8 7 6 5 4 3 2 1 141’ 151’ 10’ step backs req’d on buildings 5 stories or greater* 75’ 90’ 104’ 94’ AreaB AreaA AreaC AreaE AreaF AreaG AreaD 118 76Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines 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 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 AMBULATORYCARE CENTER 1AMBULATORYSERVICE CENTER AMBULATORYCARE 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) EAST V A L L E Y C E N T E R R O A D ( G A T E W A Y F R O N T A G E ) DRIVE AISLE DRIVE AISLEDRIVE AISLESheet Number: Project Number:Project:Client:1603 Oakridge DriveFort Collins, CO 80525p. (970) 223-7577www.BHADesign.comLandscape ArchitectureUrban DesignMaster Planning Z:\PROJECTS\BILLINGS CLINIC BOZEMAN\DRAWINGS\ACAD\CD\DWG\BOZEMAN_MASTER_PLAN.DWGPlot Da t e : 9/3/2020 3 : 2 1 P M Plott e d B y : Jason M e s s a r o s Date Cr e a t e d : 9/3/2020 Produced by:Date: Revision: L1.0 Date:MASTER PLANBILLINGS CLINIC BOZEMANAmbulatory Destination Center - Phase IBillings Clinic2800 10th Avenue NorthBillings, MT 59101COMMUNITY DESIGN FRAMEWORK NOT FOR CONSTRUCTIONJSM9-6-20202017050'100'200' NORTH 1.Public streets shall include sidewalks on both sides as perCity standards. Private access drives will include sidewalkson both sides where feasible to provide a connectedpedestrian system.2.Public transportation infrastructure is encouraged. TheDeveloper will coordinate with the City and Streamline toprovide stops for planned routes on either public streets orprivate drives. 3.Parking Plan - Parking for individual phases is anticipatedto comply with the Municipal Code. If an individual phaserequires parking quantities that differ from the Code, adeparture will be requested at the time of Site Plan reviewfor that phase.4.Compliance with required landscape provisions will beindicated at the time of Site Plan review for each phase.5.Neighborhood Center park / civic space will be owned andmaintained by the property owner or future designatedProperty Owner Association. NOTES A A B B Winter Solstice (1 hour before sunset) First Day Spring (1 hour before sunset) Summer Solstice (1 hour before sunset) Figure 4. Shadow Projection Diagrams Figure 4.4 Viewshed Vignettes 119 77Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines 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 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 AMBULATORYCARE CENTER 1AMBULATORYSERVICE CENTER AMBULATORYCARE 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) EAST V A L L E Y C E N T E R R O A D ( G A T E W A Y F R O N T A G E ) DRIVE AISLE DRIVE AISLEDRIVE AISLESheet Number: Project Number:Project:Client:1603 Oakridge DriveFort Collins, CO 80525p. (970) 223-7577www.BHADesign.comLandscape ArchitectureUrban DesignMaster Planning Z:\PROJECTS\BILLINGS CLINIC BOZEMAN\DRAWINGS\ACAD\CD\DWG\BOZEMAN_MASTER_PLAN.DWGPlot Da t e : 9/3/2020 3 : 2 1 P M Plott e d B y : Jason M e s s a r o s Date Cr e a t e d : 9/3/2020 Produced by:Date: Revision: L1.0 Date:MASTER PLANBILLINGS CLINIC BOZEMANAmbulatory Destination Center - Phase IBillings Clinic2800 10th Avenue NorthBillings, MT 59101COMMUNITY DESIGN FRAMEWORK NOT FOR CONSTRUCTIONJSM9-6-20202017050'100'200' NORTH 1.Public streets shall include sidewalks on both sides as perCity standards. Private access drives will include sidewalkson both sides where feasible to provide a connectedpedestrian system.2.Public transportation infrastructure is encouraged. TheDeveloper will coordinate with the City and Streamline toprovide stops for planned routes on either public streets orprivate drives. 3.Parking Plan - Parking for individual phases is anticipatedto comply with the Municipal Code. If an individual phaserequires parking quantities that differ from the Code, adeparture will be requested at the time of Site Plan reviewfor that phase.4.Compliance with required landscape provisions will beindicated at the time of Site Plan review for each phase.5.Neighborhood Center park / civic space will be owned andmaintained by the property owner or future designatedProperty Owner Association. NOTES C ACC Building Future Multi-family development (R-5 District w/ 50’ max. allowable height) View from North with PUD built-out as shown C Figure 4.7 Highway View Vignettes 120 78Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [4.03] PROGRAMMATIC CONSIDERATIONS Building Entry Definition Buildings on campus should be inspired by simplicity of form and large planar gestures common in the “Mountain Modern” design aesthetic. However, as one approaches the building, elements should transition in scale and level of articulation so they respond to pedestrian interaction. Subtractive and additive elements of the building form should be composed to create emphasis on important pedestrian areas such as building entries. A key component of breaking down the building massing will be the entry definition. Building architecture should be aesthetically legible to clearly identify entry points as well as main pedestrian circulation paths. This supports goals of accessibility and wayfinding that were important to the campus plan. The base of the building should also be detailed to support pedestrian movement and connections between campus spaces. In addition to the building design, special care should be given on the pedestrian path from parking to building entry. Building overhangs should be created to safeguard pedestrians from inclement weather that lead to larger porch entry areas on the campus core. Hierarchy Buildings encouraged to be designed with a clear base, middle, and top in an architectural composition. This classic approach to façade composition helps to unify the campus architecture and lends legibility to the use of each level. Distinguishing the base responds to the ground condition and is scaled and detailed for appreciation by pedestrians. The body of the building and façade may vary in materiality based on the environmental factors and site influences identified in the Zone of Influence Diagram, Figure 4.1. The top terminates the building at the sky with a strong roof form, or special building element. Solidity & Transparency All buildings will have a variety of materials that create transparency, translucency, and solidity or layering of exterior materials. All façade surfaces should have greater material articulation that break down the façade and there should not be any large expanses of monolithic material applications. The ground level facades that front public/pedestrian ways should be most transparent. Facades that require less views out or visibility of activities within, may have greater solidity. The degree of transparency should also be optimized for solar orientation, with consideration of high heat and glare exposures. Where adjacent to Public Streets, building facade transparency will meet requirements of Section 38.510.030 of the Bozeman Municipal Code, except where the uses within these portions of the building require solid walls for safety, privacy, or medical functions. These areas PORCH INTERIOR Break up largefacadePUBLIC WAY DOOR Figure 4.8 Building Entry Definition and Articulation 121 79Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines where vision glass is not possible will be exempt from the facade transparency requirements, but will incorporate landscape planting beds with evergreen plant materials to buffer and add visual interest at a pedestrian scale to mitigate impacts of blank walls. All building articulation, entry definition, and window placement shall conform to City of Bozeman Unified Development Section 38.530.040. - Building massing and articulation and Section 38.530.050. - Building details. Mechanical Equipment & Utilities All mechanical equipment and utilities visible from public ways must be screened. The following guidelines apply to screening. 1. If feasible, building service areas and mechanical equipment should be integrated into the overall building design such that it is not visible from a public way. 2. Screening should use elements, materials, and forms compatible with the building design and shall be compliant with all guidelines pertaining to building design described herein. 3. Screening shall be as required by the City of Bozeman’s Unified Development Code. 122 80Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [4.04] BUILDING EXTERIORS Building materials should exude the context in which they are placed. An audit of the local community suggests that the natural geology and landscape have influenced the surrounding architecture. Buildings tend to be lower in scale, built to resist the harsh climate, and maximize views to the mountains. Stone walls, dark-framed glass, and native wood accents are prevalent. The region prides itself on a rich history of living within the landscape. Finding ways in which to utilize modern materials while respecting the region’s heritage is highly encouraged. This “mountain modern” aesthetic sets the building character to be emulated and complemented throughout the campus. Honesty in materials will help the campus to reflect its connection to the natural setting. Real wood, transparent glass, metal panels that are either natural finishes or coated to replicate natural finishes such as bronze, zinc, copper, etc., will be used. Masonry/Precast Concrete Masonry units and natural stone should contribute to a warm but neutral aesthetic for the campus. This allows for adequate contrast with the glass and metal components of the building. Masonry elements should incorporate earth tones that are complementary to their surroundings while being durable. A preference should be given to masonry units that have a variegated tone, versus a more monolithic aesthetic. The use of a darker accent is acceptable but should be limited to account for approximately 10-15% of the total material on any given building facade. Preference should be given to darker mortar tints, allowing the texture of the units to be emphasized, while not contrasting. Metals Where metal panels are used, coloring should complement the warmth of the masonry. A preference toward darker metal tones that align with the aluminum glazing system framing would be given (Refer to Transparency Section). Two or three coats Mica finishes are preferred, as they will give more depth in material in addition to more closely resembling their substrate material properties. Glazing A range of glazing options and manufacturers can be explored but highly reflective or tinted glass is not recommended. Glazing should be selected to maximize performance (Solar Heat Gain Coefficient and U-Value), highlight activities within the building, views out, and maximize daylighting in interior spaces (Visible Light Transmission), For areas that desire to be highlighted from exterior and/or don’t require higher solar performance, use of a double-silver coating on low-iron substrate is recommended. For areas that require a higher solar performance use of a triple-silver coating on low-iron substrate is recommended. Where glazing is predominantly shaded throughout the cooling season, under deep overhangs for example, high transparency single-silver coatings on low-iron substrate can be used as long as envelope trade- off or whole building energy model compliance is achieved. For further performance incorporation of shading attachments, interlayers, or frit patterns can be explored but should be incorporated in a manner that minimizes their visual impact. 123 81Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Spandrel For sections of glazing that need to obscure plenum space, but the continuity of the glass facade is desired, a dark warm gray is suggested for the spandrel panels. The intent should be to make the spandrel panel be as visually seamless to the transparent vision panels as possible, in most daylighting conditions. Aluminum Framing It is recommended that darker, neutral, warm grays/metallics be used for the aluminum framing systems used to support the glazing units. This strategy allows the framing to be less visible from the interior, allowing occupants to view outside more clearly, past the framing. Wood Paneling/Accents Wood is a suitable material on campus as it will help tie the lighter neutrals of the masonry stone to the darker metal elements. Additionally, it can bring warmth and texture to a pedestrian zone-- such as a canopy soffit or siding accent. Medium tone wood species such as Ash, Walnut, Oak, or Hickory are the most suitable. Solar Shading Encourage solar analysis to be employed to find the optimal shading strategy for each facade that utilizes large sections of curtain wall or storefront glazing. Solar shading elements should complement both the aluminum glazing system framing as well as any building metal panels. All building materials shall conform to City of Bozeman Unified Development Code Section 38.530.060. - Building materials and Section 38.530.070. - Blank wall treatments. 124 82Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [4.05] BUILDING LIGHTING Site lighting at pedestrian and vehicular ways and parking areas is addressed in Section 2.12 Site Lighting. Lighting guidelines specific to signs are described in the Section 5.01 Exterior Signage and Section 4.06 Building Signage. The following guidelines pertain to architectural lighting on the exterior of buildings: 1. Exterior architectural lighting is encouraged but should be judiciously used in select locations. Exterior architectural lighting should be primarily used to accent building entries. 2. Light fixtures should be simple, functional and industrial in character. Recessed linear or can fixtures are encouraged. Decorative light fixtures should be used selectively in limited locations such as building entrances. 3. The following lighting types are permitted with approximate 3000k color temperature: • Halogen • Metal Halide which has appropriate color rendering characteristics • Compact Fluorescent which has appropriate color rendering characteristics. • LED 4. The following lighting types are not permitted: • Incandescent • Colored Lamps • Mercury vapor or High Pressure Sodium Lamps • Any type of moving or flashing lighting 5. Exposed neon tube or LED string lighting must be approved by Billings Clinic Leadership. Neon tube or LED string lighting may not be used as intense visual element for advertising or other purposes. Neon tube or LED string lighting may be used as subtle recessed or concealed light element. 6. All building lighting shall conform to City of Bozeman Unified Development Code requirements and shall meet the cut-off shield requirements outlined therein. 125 83Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Chapter 5 SIGNAGE [5.01] 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. [5.02] MEDICAL CORE • 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 near 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. See Figure 5.1 for illustrations and examples of planned sign designs. 126 84Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines SIGN LETTER HEIGHT - SIZE CHART SPEED LIMIT VISIBILITY VIEWING DISTANCE 75 MPH 3.5 SEC 385 FT.15.5” - 38.5” 65 MPH 3.5 SEC 330 FT.13.2” - 33.2” 55 MPH 3.5 SEC 280 FT.11.2” - 28” 45 MPH 3.5 SEC 231 FT.9.2” - 23.1” 35 MPH 3.5 SEC 178 FT.7.1” - 15.6” [5.03] EXTERIOR SIGNAGE General design criteria for exterior signage includes the following: 1. The design of all signs should be compatible with the Billing Clinic Bozeman Medical Campus’ over-arching design guidelines. Material and colors complementary to the architectural and landscape design will be incorporated and carried through the entire signage family. Consistent representation of the brand elements including typefaces, colors, and treatment of logos will be followed. See Figure 5.1 for illustrations and examples of planned sign designs. 2. All signs must comply with the with the Campus’ Design Guidelines and the City of Bozeman’s Unified Development Code requirements for this medical campus district with exceptions outlined in Section 5.07 3. The following sign materials are encouraged: • Durable and weather-proof wood-like accents in medium tone wood species • Light, natural stone and earth-toned masonry elements • Metals complementary to the warmth of the masonry • Aluminum and acrylic sign material in appropriate colors and thicknesses 4. Signage must be of quality construction. Concealed fasteners and attachments are encouraged. 5. Illumination. A. External illumination. Externally illuminated signs shall have lighting confined to the sign and shall be positioned and shielded to minimize impacts to the surrounding area(s). B. Internal illumination. • Internally illuminated signs, including neon lighting, must be static in intensity and color. • The light source for internally illuminated signs must be entirely enclosed within the sign. 127 85Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Figure 5.1 Exterior Wayfinding Signage 128 86Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [5.04] SIGNAGE LOCATION / WAYFINDING PLAN The request for relaxation of the signage design requirements of UDC Division 38.560 Signs, is intended to promote the public safety, welfare, convenience, enjoyment of travel, and free- flow of traffic both to and within the medical campus. Signage designed and engineered for public safety and convenience as well as pleasing aesthetics will benefit the campus and community. 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. The PUD requests that signage be defined for the Billings Clinic Bozeman Medical Campus by use and sign type across the entire campus. Preliminary sign types are mapped in Figure 5.2 below. [5.05] SIGNAGE PERMITTED UPON THE ISSUANCE OF A SIGN PERMIT The PUD requests that permitted signage in the Billings Clinic Bozeman Medical Campus be defined by three (3) categories of uses: A. Medical Campus and Building Identification Signage: Campus primary identification and building identification on the campus that is used for the provision of medical services or support of medical staff and administration. B. Non-Medical Building Identification Signage: any other building on the Mixed- Use campus such as, but not limited to, office, commercial, retail, and/or residential. C. Campus Wayfnding Signage: wayfinding directional signage located on public streets 129 87Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Figure 5.2 Wayfinding Signage Location Plan 130 88Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines District specific terms. A. Internal signage is defined as signage that is not visible from outside of the campus or from the main circulation routes of the campus. B. Street frontage is defined as building frontage on a public exterior street. Signs facing private drives are considered internal signage. Medical Structures Signage Maximum signage is calculated by sign category as provided in Table 5.4 below. Wall SignSign Type Number Height (max., ft.)Sign Area per Sign (max., sf)Illumination Wall Sign 2 per facade for 6 stories and above based on sign area Smaller of 25% of wall area or 250 feet [1] Internal or external Freestanding MonumentSign Type Number Height (max., ft.)Sign Area per Sign (max., sf)Setback (min, ft)Illumination Monument Located at primary entry drives to campus and medical buildings 20 175 5 Internal or external Note: The surface area of a wall shall be determined by measuring the building height and multiplying it by the length of the wall, without deduction for doors and windows. Table 5.4 Medical Structure Signs 131 89Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [5.05] SIGNAGE PERMITTED UPON THE ISSUANCE OF A SIGN PERMIT (CONT’D) Non-medical Structure Signage A. Maximum signage for wall signs and freestanding signs is calculated by sign type, as provided in Table 5.5 below B. All other sign types permitted to follow Section 38.560.090 and 38.560.100 for Multi-tenant complexes. Table 5.5 Non-medical Structure Signs Wall SignSign Type Number Height (max., ft.)Sign Area per Sign (max., sf)Illumination Wall Sign 1 per street frontage based on sign area Smaller of 25% of wall area or 1.5 per linear foot of building frontage Internal or external Freestanding Monument Sign Type Number Height (max., ft.)Sign Area per Sign (max., sf)Setback (min, ft)Illumination Monument 1 per street frontage 8 32 5 Internal or external Wayfinding Signage Maximum signage is calculated by sign category as provided in Table 5.6 below. Table 5.6 Campus Wayfinding Signage Wayfinding SignageSign Type Number Height (max., ft.)Sign Area per Sign (max., sf)Setback (min, ft)Illumination Wayfinding 100 ft separation from other wayfinding signs 9 [1]40 May be located within the right-of-way or street-vision triangle, but must comply with standards of Sec. 38.560.070 Internal or external Notes:[1] Wayfinding sign height includes 2 ft. tall masonry base to improve durability. 132 90Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines [5.06] SIGNAGE APPROVAL AND PERMITTED SIGN TYPES All exterior signage readily legible from the public right-of-way shall be required to obtain design approval in writing from Billings Clinic prior to submittal for sign permit. A sign permit must be obtained from the City of Bozeman Building Division for all signs requiring a signage permit prior to fabrication and erection of signs. 1. Tenants applying for signage approvals shall submit complete signage design drawings to Billings Clinic Leadership for approval prior to submitting plans to the City of Bozeman Building Department (See Section 6.01 regarding Design Review Process and Requirements). Drawings shall provide sufficient information to clearly understand signage location(s), size, assembly, materials, and lighting. 2. The following information shall be included in all signage approval submittals: • Elevation drawings: clearly indicate proposed signage on the building facade or entry drive for which it will be located. Provide dimensions indicating the size and location of the proposed signage. Drawings to include identification of materials, color schemes, and illumination. • Detail drawings: indicate sign fabrication technique, materials, illumination, and mounting system. • Material samples to be provided upon request of Billings Clinic Leadership. [5.07] SIGNAGE PERMIT EXEMPTIONS The following signs, items, and operations shall not require a sign permit, but shall be developed by or under full approval of Billings Clinic Leadership (See Section 6.01 regarding Design Review Process and Requirements). 1. Internal and integral signs. A. Signs not intended for view by or readily legible from the public right-of- way or adjacent residential, public, or civic districts or uses. B. Signs that are less than one square foot in area that are affixed to machines, equipment, fences, gates, walls, gasoline pumps, or utility cabinets. 3. Public signs. A. Official public signs approved by a governmental body with jurisdiction over issues such as traffic safety, pedestrian safety, schools, railroads, or public notice, as well as signs required by the Manual of Uniform Traffic Controls. B. Signs and notices required to be displayed, maintained, or posted by law or by any court or governmental order, rule, or regulation. C. Government signs and notices provided for the convenience and safety of the community. D. Bench signs. Bench signs on benches located on active, fixed bus routes, controlled or authorized by Streamline. The benches must be located on active, fixed routes. Signs shall be removed from or prohibited on benches located in prohibited sign locations or where the bench is not associated with an active, fixed route. [5.08] PROHIBITED SIGNS Prohibited signs in the Billings Clinic Bozeman Medical Campus shall follow Sec. 38.560.030. 133 91Preliminary PUD Application - Billings Clinic Bozeman Medical Campus Part 2 - Master Plan and Development Guidelines Chapter 6 Submittal Review Requirements [6.01] DESIGN REVIEW PROCESS AND REQUIREMENTS 1. Intent and Process The PUD property is owned by and will be developed by Billings Clinic. It is the intent that Billings Clinic Leadership, specifically the Vice President of Facility Services (or equal) on behalf of the CEO of Billings Clinic, will be the applicant on all planned development within the campus. If any future development phases are developed in partnership with other entities or sold to users who will improve those lots for their respective uses, Billings Clinic shall review development plans prior to any submittals to the City of Bozeman to ensure compliance with the PUD Master Plan and Development Guidelines. In addition to Billings Clinic review and approval, all proposed development is required to undergo City of Bozeman Department of Community Development review per the City of Bozeman Unified Development Code. Any applications to the City of Bozeman for Site Plan Review or Building Permit shall either include Billings Clinic as the applicant or shall include a letter of approval from Billings Clinic indicating compliance with the Master Site Plan and Development Guidelines. The intent of the Development Guidelines is to build upon and modify the Unified Development Code Article 5 standards to establish a framework to structure the campus character including access and circulation, sign system, building character and open space framework. The Development Guidelines are established and enforced by Billings Clinic. Except for those Development Guidelines required as a condition of PUD approval, the Development Guidelines shall not be binding upon Billings Clinic and shall not constitute in every event the basis for a recommendation of approval or disapproval of plans, specifications, or other materials submitted to Billings Clinic for review. Billings Clinic will be the interpreter of the Development Guidelines and their decisions in matters relating to the Development Guidelines shall be final. The Development Guidelines may be amended from time to time by Billings Clinic. However, if a guideline proposed for amendment was required as a condition of PUD approval the City of Bozeman must approve the amendment before it is effective. No improvements constructed in accordance with plans and specifications approved by Billings Clinic shall be required to be changed because such standards are thereafter amended. 134 Preliminary PUD Application - Billings Clinic Bozeman Medical Campus 92 LIST OF APPENDICES WETLAND AND WATERWAY Delineation Report (March 26, 2015) Wetland Delineation – Western Parcel (June 2020) Geotechnical Report Letter from HRDC’s Streamline acknowledging coordination for future transit service (May 2022) 135 Memorandum REPORT TO:Community Development Board FROM:Nakeisha Lyon, Associate Planner Brian Krueger, Development Review Manager Anna Bentley, Community Development Interim Director SUBJECT:Recommendation of approval regarding the design of Aurora Technologies Site Plan, Application No. 22114 for the construction of a 77,000 square foot technology and office building located within the Montana State University Innovation Campus with associated parking, open space, stormwater, and landscaping. MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Community Development - Quasi-Judicial RECOMMENDATION:Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 22114 and move to recommend approval of the site plan application with departures subject to conditions and all applicable code provisions. 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:This site plan application proposes to construct an approximately 77,000 square foot two story technology and office building for Aurora Technologies. The proposed building will create shell spaces for the future tenant that will pursue a tenant improvement for internal construction of the facility. The subject property is 4.80 acres within the 41.90 acres that comprises the Montana State University Innovation Campus, located within the B-P, Business Park District. This site plan proposes more than 30,000 square feet of office and industrial space and vehicular parking for more than 90 vehicles. Therefore, pursuant to sections 38.210.010 and 38.230.040, The Community Development Board (CDB) acting as the Design Review Board (DRB) authority is required to make advisory comments and a recommendation to the Director on this site plan application. 136 The DRB is established to ‘evaluate aesthetic considerations of larger and more complex proposals which are likely to produce significant community impact and to provide recommendations regarding such proposals to the review authority'. The Applicant has requested one departure for parking lot location pursuant BMC 38.520.030.C.3.c. Please refer to page 2 of the Staff Report for additional information and discussion. To view all submitted documents, navigate here, https://weblink.bozeman.net/WebLink/Browse.aspx? id=136921&dbid=0&repo=BOZEMAN&cr=1, then navigate to Planning Project 22114. UNRESOLVED ISSUES:There are no unresolved issues. ALTERNATIVES:There are no alternatives unless otherwise identified by the Board. FISCAL EFFECTS: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 associated with this development along with City sewer and water connection fees. Attachments: 22114_StaffReport_CommunityDevelopmentBoard.pdf 008 C1.1 SITE PLAN.pdf 023 LANDSCAPE PLAN - OVERALL.pdf 024 LANDSCAPE PLAN - WEST.pdf 025 LANDSCAPE PLAN - EAST.pdf 026 LANDSCAPE DETAILS.pdf 037 A4.1 EXTERIOR ELEVATIONS.pdf Report compiled on: August 9, 2022 137 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 1 of 22 Application No. 22114 Type Site Plan Project Name Aurora Technologies Summary This site plan application proposes to construct an approximately 77,000 square foot technology and office use building for Aurora Technologies located within the Montana State University Innovation Campus. The proposed development includes associated infrastructure improvements pertaining to parking, open space, stormwater, and landscaping. Zoning B-P Growth Policy Public Institutions Parcel Size 4.80 acres of 41.9 acres Overlay District(s) None Street Address To Be Determined Legal Description A portion of Tract C-1A of the Amended Plat of West College Minor Subdivision No. 195B, located in the NW 1/4 and the NE 1/4 of Section 14, Township 2 South, Range 5 East, P.M.M., City of Bozeman, Gallatin County, Montana, according to the official plat thereof on file and of record in the office of the County Clerk and Recorder of Gallatin County, Montana. Owner Mark Sharpe, Montana State University Innovation Campus C/O MSU Alumni Foundation, P.O. Box 172755, Bozeman, MT 59717 Applicant Adam Friedman, Charter Realty, 222 East Main Street, Bozeman, MT 59715 Representative Brad Doll, A&E Design, 515 West Aspen Street, Suite 200A, Bozeman, MT 59715 Staff Planner Nakeisha Lyon Engineer Alicia Paz-Solis Noticing Public Comment Period Site Posted Adjacent Owners Mailed Newspaper Legal Ad 07/21/2022 to 08/16/2022 07/21/2022 07/21/2022 N/A Advisory Boards Board Date Recommendation Development Review Committee 05/11/2022 Adequate for Further Review With Applicable Conditions and Code Provisions Development Review Committee 07/15/2022 Adequate for Further Review With Applicable Conditions and Code Provisions Community Development Board 08/15/2022 TBD Recommendation Sufficient for approval with conditions and code provisions. Decision Authority Director of Community Development Date: 08/09/2022 Motion: “Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 22114 and move to recommend approval of the site plan application with departure request to conditions and all applicable code provisions.” 138 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 2 of 22 PROJECT SUMMARY This site plan application proposes to construct an approximately 77,000 square foot two story technology and office building for Aurora Technologies. The proposed building will create shell spaces for the future tenant that will pursue a tenant improvement for internal construction of the facility. The subject property is 4.80 acres within the 41.90 acres that comprises the Montana State University Innovation Campus, located within the B-P, Business Park District. This site plan proposes more than 30,000 square feet of office and industrial space and vehicular parking for more than 90 vehicles. Therefore, pursuant to sections 38.210.010 and 38.230.040, The Community Development Board (CDB) acting as the Design Review Board (DRB) authority is required to make advisory comments and a recommendation to the Director on this site plan application. The DRB is established to ‘evaluate aesthetic considerations of larger and more complex proposals which are likely to produce significant community impact and to provide recommendations regarding such proposals to the review authority'. The Community Development Board meeting will occur on Monday, August 15, 2022 in person at 6:00 p.m., in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana. Members of the public will also be able to participate remotely via WebEx. Instructions for joining the WebEx meeting will be included on the meeting agenda, which is published on the City’s website at least 48 hours prior to the meeting. The agenda is available at https://www.bozeman.net/meetings. The public notice period begun on July 21, 2022 and will end on August 16, 2022. Within 10 days of the closing of the public comment period, the Interim Director of Community Development will make the final decision on this application. DEPARTURES REQUESTED 1. Standard: BMC 38.510.020.F.7. Parking: Surface parking (including ground floor parking in a structure) adjacent to a street corner is not allowed, except: a. Corner lots with non-designated frontages (other) on both streets; b. Other combination of block frontages, except those with a storefront designation, via a departure and subject to the applicable departure criteria. a. Departure: BMC 38.520.030.C.3.c. Parking location. There must be an acceptable tradeoff in terms of the amount and quality of landscaped area that is integrated with the development and the applicable parking location departure. Plus, the alternative must include design features to successfully mitigate the visual impact of additional parking areas along designated landscaped streets. b. Applicant’s Response: Due to the tenant’s needs and use of the facility, Aurora Technologies is requesting an access road and partially covered parking area on the east side of the facility next to Invention Drive (formerly 27th Ave). The area will be screened by solid walls with landscaping in front of these walls. The area will be perceived as more of an extension of the building rather than a parking lot. 139 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 3 of 22 c. Staff Evaluation: Staff acknowledges and supports the departure request for the parking lot on the east side of the facility next to the corner of the subject property addressing Invention Drive and Garfield Drive. The design of the corner in which the access road and partially covered parking area meets the intent of the departure criteria as the design features of the 9 feet high masonry veneer screening walls around the service area match the overall building design. The proposed landscaping in this area in addition to the screening walls serve to successful mitigate the visual impacts of this area in addition to the required 10’ minimum buffer of landscaping required along Invention Drive per the Landscaped Block Frontage standards. The landscaping in this area includes Columnar Swedish Aspens and Wichita Blue Junipers, which range from 18’ to 40’ in height providing additional screening with the inclusion of smaller hedges and shrubs. Additionally, Norway Maples proposed to meet the street frontage landscaping standards serve as a landscape screening mechanism. 140 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 4 of 22 Figures 1-3: Southeast Corner and East Façade Perspectives CONDITIONS OF APPROVAL 141 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 5 of 22 Please note that these conditions are in addition to any required code provisions identified in this report. Additional conditions of approval and code corrections are required and will be included with the final report provided to the Director of Community Development. Recommended Conditions of Approval: 1. The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or state law. 2. SILD - The MSU Innovation Campus SILD #748 must be modified to include the new Garfield Street lights and must clearly delineate between the Bozeman Gateway Subdivision lights on the same circuit. The SILD modification must be completed prior to occupancy of the Aurora Site. CODE PROVISIONS 1. BMC 38.220.080. Site plan submittal requirements. Please provide the correct community plan designation on the coversheet. Please revise inconsistent open space calculations on the coversheet. 2. BMC 38.230.150. Amendments to plans. The amendment to the approved Master Site Plan, application 22107 MSU Innovation Campus MOD, must be approved prior to final approval of this Site Plan application. 3. BMC 38.270.030.C - Aurora Technologies will require concurrent construction to update the signalization timing piece at the intersection of South 19th and Garfield. 4. BMC 38.410.130 - Water Rights. The applicant must contact Griffin Nielsen with the City Engineering Department to obtain a determination of cash-in-lieu of water rights (CILWR). CILWR must be paid prior to site plan approval. 5. BMC 38.510.030.C. Regardless of the setback, this building is still required to have at least 25% façade transparency of the ground floor between 4'-8' above the sidewalk. The code reference mention on the coversheet must be updated to the correct code reference to state it's compliance with the provision. ADVISORY COMMENTS: These comments may need to be addressed in future applications. 1. A tenant improvement permit through the Building Division will be required for the first and second level occupancy of the proposed building. 2. All Accessible requirements shall be in accordance with the ICC A117.1-2009. It is estimated that the State of Montana will be adopting the new A117.1-2017 In June of 2022. 3. The City of Bozeman and the State of Montana are adopting the new ICC 2021 Building Codes Spring of 2022. 4. DSSP Plans and Specifications Review Policy A. Plans, specifications, and submittals for public infrastructure improvements must be submitted to the City Engineering Department (engsubmittals@bozeman.net) for infrastructure review. (List Improvements). 5. DSSP Fire Service Line Standard - Plans, specifications, and submittals for all fire service lines 4 inches in diameter or larger must be submitted to the City Engineering Department (engsubmittals@bozeman.net) for review. 6. BMC 38.220.080. The Master Site Plan MOD (Application No. 22107) must be adequate prior to site plan adequacy. MSP MOD must be approved prior to site plan approval. 7. MSUIC Tech Blvd West - Condition of Approval #49. Garfield Street sidewalks and lighting will not be built with this first infrastructure set. They will be built with the new Aurora site. Pedestrians will need to have a safe route to get 142 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 6 of 22 around the development. The route must be distinguishable and clear. Clearly block-off sidewalks for people not to walk around the site to ensure the public’s health and safety. It should be closed, and labeled as closed, indicating and alternate route. Please provide a temporary sidewalk closure/signage plan to remain in place until such time as sidewalks are completed around the south end of the development. This plan must be provided prior to scheduling the pre-construction meeting. 8. NWE will require electric easement from existing primary line to service transformer. If meters are screened, there must be 4ft clear zone in front of them. Please submit a construction application on NWE's website to begin working with an engineer. 143 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 7 of 22 Figure 4: Current Zoning Map 144 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 8 of 22 Figure 5: Community Plan Designation 145 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 9 of 22 Figure 6: Existing Conditions 146 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 10 of 22 Figure 7: Proposed Site Plan 147 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 11 of 22 Figure 8: Proposed Landscaping Plan 148 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 12 of 22 Figure 9: 1st Level Floor Plan 149 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 13 of 22 Figure 10: 2nd Level Floor Plan 150 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 14 of 22 Figures 11 - 14: Elevations 151 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 15 of 22 Figure 15: Material Palette 152 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 16 of 22 ANALYSIS AND FINDINGS Analysis and resulting recommendations are 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 Public Institutions Yes Zoning B-P (Business Park District) Yes Comments: The uses as denoted within the SP submittal are allowed within the zoning district. The property is within the City’s municipal service area and complies with the goals and objectives of the growth policy. No conflicts between the proposed uses, zoning compliance and the growth policy are identified. 2. Conformance with Article 1 - All other applicable laws, ordinances, and regulations (38.100.080) Meets Code? Condominium ownership N/A Comments: There is no proposed condominium ownership association for this SP. The proposed uses of the site are consistent with the allowed uses of the B-P district. No specific conflicts identified. Additional steps will be required including but not limited to the approval of 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: 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. 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: NA N/A Comments: The application meets all the site plan submittal material requirements with the inclusion of applicable conditions of approval and code provisions applicable which must be met prior to building permit approval, concurrent construction, if applicable, or otherwise as indicated accordingly for each listed condition or code provision. The SP is not proposed to be a phased project. Any additional development such as an expansion may require an amendment to this approved SP or a new SP applicable to that area based on the met thresholds of applicability denoted in Sec. 38.230.040. Any additional use permit (Conditional Use Permit) 38.230.120 or (Special use Permit) 38.230.120 N/A Comments: N/A 5. Conformance with Article 3 - Zoning Provisions (38.300) Meets Code? Permitted uses 38.310 Offices (Professional and business offices only) Yes Form and intensity standards 38.320 153 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 17 of 22 Zoning: B-P Setbacks (feet) Structures Parking / Loading Yes Front 10 feet – Block Frontage 10 feet – Block Frontage Rear 20 feet N/A Side 15 feet N/A Alley N/A N/A Comments: The proposed setbacks meets all B-P zone district standards with a 10’ front setback off Invention Drive, 10’ front setback off Garfield Street, 15’ side setback on the north, and 20’ rear setback on the west of the subject property boundaries. The subject property boundaries are a component of leased space within the overall lot. Setbacks are applicable to each leased space within the overall lot based on the 17-027 Montana Innovation Campus Master Site Plan Approval and related phasing and conceptual plans. The parking and loading areas are subject to the Mixed (Landscaped) Block Frontage standards for the front setback in addition to the Sec. 38.320 provisions. BMC 38.510.020.F.7. denotes that parking is not allowed adjacent to the street corner, however, provides a departure opportunity based on the amount and quality of landscaping within this area.The applicant has proposed an access road along the eastern portion of the subject property and has requested a departure as denoted starting on page 2 of this staff report. Otherwise, parking areas are located to the side and rear of the building with surface parking areas meeting the 50% street frontage limitation, which is met along Garfield Street as the BMC denotes that buildings that face two streets and meet the primary frontage parking location standards are not required to meet building to parking location percentage frontage standards for subsequent building frontages. A 10’ minimum buffer is required between the street and off street parking areas along Garfield Street and Invention Drive, which is in conformance with Sec. 38.550. The primary frontage for the subject property is along Garfield Street, with the secondary frontage along Invention Avenue. The block frontage designation for both of these corridors is Mixed Block frontage, which allows the applicant to meet the provisions of either Storefront or Landscaped Block Frontage. The applicant has chosen to meet the provisions of the Landscaped Block Frontage. There is a 10’ public utility easement along the eastern property boundary and 12.50’ public street and utility easement running along the southern property boundary of the leased space. There is a 12’ pedestrian path and sewer access easement running north-south to the east to accommodate a 10’ concrete pathway along the watercourse for Catron Creek. The proposed development indicates secondary access to the northwest of the remaining site. There are 10’ utility easements along the western and southern property boundaries of the leased space. Lot coverage 27% Allowed 60% Yes Building height 35’ Allowed 42’ with roof pitch <3:12 48’ with roof pitch > 3:12 Yes Comments: The peak of the flat roof is at approximately 35’ in height. The B-P zoning district has a height exception, which denotes that the maximum height may be increased by up to a maximum of 50 percent when the zoning district is implementing a regional commercial and services growth policy land use designation. This provision is not applicable as the designation is Public Institutions. Applicable zone specific or overlay standards 38.330-40 N/A Comments: N/A General land use standards and requirements 38.350 Yes Comments: N/A Applicable supplemental use criteria 38.360 N/A Supplemental uses/type N/A N/A 154 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 18 of 22 Comments: There are no supplemental uses or types within this application. Wireless facilities 38.370 N/A Affordable Housing 38.380.010 N/A Affordable housing plan N/A Comments: N/A 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 Level of Service 38.400.060 Yes Transportation grid adequate to serve site Yes Comments: Peak trip generations were provided, reviewed, and deemed sufficient by the City’s Engineering Department. Sidewalks 38.400.080 Yes Comments: City standard sidewalks are proposed along Invention Drive and Garfield Street. Drive access 38.400.090 Access to site: 1 Yes Fire lanes, curbs, signage and striping Yes Comments: Vehicular access is provided off Invention Drive. Fire lanes, curbing, striping, signage and gutters have been reviewed and approved by the Fire Department and Engineering Department. The subject property is not located within any SID’s. Applicable waivers of Right to Protest Creation of Special Improvement Districts (SID’s) are on file for the subject property. 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 N/A Comments: There are no known obstructions to the site vision triangles. 6b. Conformance with Article 4 – Community Design Provisions: Community Design and Elements (38.410) Meets Code? Neighborhood centers 38.410.020 N/A Comments: There is no proposed neighborhood center applicable to this SP application. The applicability of provisions related to Sec. 38.410.020 were reviewed during the applicable master site plan process associated with the overall Montana State University Innovation Campus, which was waived since this is a commercial subdivision. Lot and block standards 38.410.030-040 Yes Midblock crossing: rights of way for pedestrians alternative block delineation N/A Comments: Requirements of BMC 38.410 such as lot and block standards and midblock crossings were previously reviewed for conformance and satisfied, if necessary, as part of the applicable master site plan process associated with the overall Montana State University Innovation Campus. The proposed parking lot design includes pedestrian pathways that will connect to future development to the north and an existing trail that runs north-south along the western property boundary. 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 N/A 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 155 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 19 of 22 Comments: Utilities, easements, water, sewer, and stormwater have been reviewed by the Engineering Department, Water/Sewer Division, and Northwestern Energy for functionality and compliance with adopted standards. Any applicable conditions and code provisions related to the above-mentioned requirements are included in this staff report. Applicable cash in lieu of water rights were determined formally by the Engineering Department and must be paid to the City of Bozeman prior to the approval of this SP. Municipal infrastructure requirements 38.410.070 Yes Comments: Municipal infrastructure requirements is not under the purview of the CDB serving as the DRB. The final analysis of this will be with the final staff report; however, applicable conditions and code provisions related to the above- mentioned requirements may be included in this staff report. Requirements for municipal infrastructure have been reviewed by the Bozeman Engineering Department for functionality and compliance with adopted standards. Grading & drainage 38.410.080 Yes Location, design and capacity of stormwater facilities Yes Stormwater maintenance plan N/A Landscaping: native species, curvilinear, 75% live vegetation 38.410.080.H Yes Comments: Stormwater is not under the purview of the DRB. The final analysis of this will be with the final staff report; however, applicable conditions and code provisions related to the above-mentioned requirements may be included in this staff report. Requirements of BMC 38.410 such as grading and drainage and stormwater provisions have been reviewed by the Bozeman Engineering Department for functionality and compliance with adopted standards. Watercourse setback 38.410.100 N/A Watercourse setback planting plan 38.410.100.2.f N/A 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. N/A Cash donation in lieu (CIL) 38.420.030 N/A Improvements in-lieu N/A Comments: There is no residential component to this project. Park Frontage 38.420.060 N/A Park development 38.420.080 N/A Recreation pathways 38.420.110 N/A Park/Recreational area design N/A Comments: This SP application is a commercial development, and does not trigger parkland dedication, which was reviewed for applicability during the master site plan process associated with the overall Montana State University Innovation Campus.. 7a. Conformance with Article 5 – Project Design: Block Frontage Standards (38.510) Meets Code? Block frontage classification Mixed (Landscaped) – Garfield Street Mixed (Landscaped) – Invention Drive Yes Departure criteria Yes, see page 2 Yes Comments: The proposed SP meets the requirements denoted within the “Mixed” block frontage provisions in BMC 38.510 for Garfield Street and Invention Drive. The applicant has submitted one departure request related to the location of parking at the street corner. Please see page 2 of this staff report for more details. 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 156 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 20 of 22 7d. Conformance with Article 5 – Parking (38.540) Meets Code? Parking requirements 38.540.050 Yes Parking requirements residential 38.540.050.A.1 N/A Reductions residential 38.540.050.A.1.b N/A Parking requirements nonresidential 38.540.050.A.2 190 Reductions nonresidential 38.540.050.A.2.c N/A Provided off-street 190 Provided on-street N/A Bicycle parking 38.540.050.A.4 19 (required) / 20 (provided) Relationship to adjacent properties 38.520.030 N/A 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: This proposed development conforms to requirements of Sec. 38.520. This includes a proposed internal sidewalk system with pedestrian connections to the proposed public sidewalks along Garfield Street and Invention Drive. All design and arrangement of the elements of the proposed SP such as vehicular and pedestrian circulation, etc, have been met. 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 Yes Comments: Requirements of BMC 38.520 such as design of vehicular circulation systems and internal roadway design were previously reviewed for conformance and satisfied, if necessary, as part of the master site plan process for the Montana State University Innovation Campus. On-site open space 38.520.060 Yes Total required 2.0% 4,193 sf Total provided 4.3% 8,964 sf Comments: Usable commercial open space is required for this proposed development equaling at least two percent of the site area. This has been met in conformance with the provisions of this section of the BMC. Location and design of service areas and mechanical equipment 38.520.070 Yes Comments: Requirements of the location and design of service areas, and mechanical equipment have been reviewed for conformance and satisfied within this SP application. 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: The building design standards with Sec. 38.530 have been reviewed for conformance and satisfied within this SP application. 157 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 21 of 22 Comments: The proposed parking meets minimum requirements for the non-residential uses of manufacturing and industrial uses (1 space per 1,000 square feet of floor area, plus 1 space per 2 employees on maximum work shift), and office (except medical and dental) (1 space per 250 square feet of floor area) use on the 1st and 2nd floors. The applicant has provided 190 parking spaces consistent with the requirements denoted above. Sec. 38.540.020. Footnote 1 allows for a maximum of 25% of provided parking spaces for parking facilities providing more than 20 parking spaces to be reduced for compact vehicles. The applicant has 4 compact parking spaces out of the 190 provided. The applicant has elected to utilize the alternative parking calculations rather than the traditional factor of 0.85. This calculation removes the following areas from the gross floor area: 1. Window display areas 2. Storage areas 3. Areas used for incidental repair of equipment used or sold on the premises 4. Areas occupied by toilets and restrooms, kitchens or break rooms 5. Areas occupied by public utility facilities 6. Areas occupied by dressing rooms, fitting or alteration rooms incidental to the sale of clothing 7. Areas occupied by stairways and elevators 8. Corridors connecting rooms or suites of rooms, and, 9. Enclosed areas used for parking vehicles. The applicant has made this election within the application materials to be provided to the Interim Community Development Director or her designees within this staff report. The approval of this staff report would therefore approve the utilization of this parking calculation specific to the subject property which would be filed prior to the issuance of a building permit related to this development. The applicant has provided the required 10% bicycle spaces per the BMC, with 20 bicycle spaces to be installed near the entrances of the building. Loading and uploading area requirements 38.540.080 Yes First berth – minimum 70 feet length, 12 feet in width, 14 feet in height Yes Additional berth – minimum 45 feet length N/A Comments: There is one (1) proposed loading berth along the western façade of the proposed building. 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 Yes Street frontage Yes Street median island Yes Acceptable landscape materials Yes Protection of landscape areas Yes Irrigation: plan, water source, system type Yes Residential adjacency N/A Comments: Requirements of BMC 38.550 for landscaping have been reviewed for conformance and satisfied within this SP application. Landscaping of public lands 38.550.070 N/A Comments: There are no public lands on site. 7f. Conformance with Article 5 – Signs (38.560) Meets Code? Allowed SF/building 38.560.060 250 sf per lot N/A Proposed SF/building N/A N/A 158 Community Development Board Staff Report Aurora Technologies Site Plan Application 22114 August 9, 2022 Page 22 of 22 Comments: A maximum 250 square feet per lot is allowed in the B-P district. The placement, size, and details regarding signage were not included nor reviewed for conformance with BMC 38.560 within this SP application. All signage will be reviewed and approved as part of a separate signage and building permit. As all signage area allowed for the Montana State University Innovation Campus has been previous indicated to be utilized solely for the Industry Bozeman Building (21-304), any further signage needed may be applied for and accommodated through a Planned Unit Development and Comprehensive Signage Plan prior to a sign permit. 7g. Conformance with Article 5 – Lighting (38.570) 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: Lighting has been proposed within this application and is in conformance with Sec. 38.570. 8. Conformance with Article 6 – Natural Resource Protection Meets Code? Floodplain regulations 38.600 N/A Wetland regulations 38.610 N/A Comments: Requirements of BMC 38.600 and 38.610 for floodplain and wetland regulations were previously reviewed for conformance and satisfied as part of the master site plan process. Any changes have been indicated as part of the infrastructure plan submittal concurrently applied for with this application. No impacts to surface waters and floodplains were identified. 9. Relevant Comment from Affected Parties (38.220) Meets Code? Public Comment Yes Comments: A public notice period as required per Section 38.220.420 is currently occurring as of July 21, 2022 and ends August 16, 2022. The property posting and mailing to adjacent owners occurred on July 21, 2022. No public comments have been received. 10. Division of Land Pertaining to Subdivisions (38.240-Part 4) Meets Code? Subdivision exemptions N/A Required easements N/A Comments: Required easements have been reviewed and addressed by the Engineering Department, Northwestern Energy, and Water/Sewer Division. Any applicable conditions and code provisions related to required easements are included in this staff report. 159 MWBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVHYDHYDWWWWWWWWWWWWWWWWWW WWWWWWWWWOHPOHP OHPOHP OHPOH P OHPOHPOHP OHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPOHPNGNGNGNGNGSDW WWW BFBFBFBFBFBFBFBP BP BP BP BP BP BPBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBFBFBFBFBPBPBPBPBPBPNGNGNGNGNGNGBPBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVTVPTVPEP>>>>>>>> > > > >>>>>>>>>>>>>S8S8S8S8S8S8S8S8S8SSW. GARFIELD STREETINVENTION DRIVEH Y D8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W10.00' FRONTSETBACK9.00'TYP.40.00'39.88'28.00'24.00'24.00'24.50'10.00' FRONTSETBACK20.00' BOZEMAN FIBERUTILITY EASEMENTPER DOC. NO. 254597925.00'5.00'13.00'8.00' TYP25.00'38.00'5.00'6.00'18.35'41.50'10.00'5.00'AURORA LEASEAREA (TYP.)FUTURE CONCEPTUALSIDEWALK AND PARKINGBOZEMAN FIBERCONSTRUCTION EASEMENTPROPOSED POWER AND GASSERVICES TO BUILDINGEXISTING BURIEDPOWER, GAS AND TVEXISTING BOZEMANFIBER BUILDING24.00'SSSSSSSSSSSSSSSSSWS WS 6FIRE 6FIREBPBPBPBPBP BPNGNGNGNG NG NG SSSSS12SD12SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SDTBPABANDON EXISTING WATERMAIN STUB AT GARFIELD MAIN31.50'6.00'33.00'8.00'18.00'38.00'30.20'11.00'7.00'61.08'9.00'9.00'18.50'32.50' PUBLIC STREET AND UTILITYEASEMENT PER DOC. NO. 21275012.50' PUBLIC STREET AND UTILITYEASEMENT PER DOC. NO. 2594392PROPOSED 80.00'PUBLIC ROAD ANDUTILITY EASEMENTPROPOSED 10.00'PUBLIC UTILITYEASEMENTΔ=30°09'27" R=360.00' L=189.49'S30°09'27"E 68.85'Δ=0°17'22" R=440.00' L=2.22'N90°00'00"E 319.95'N0°02'47"E 269.96'18.50'20.00'20.00'18.50'18.00'18.50'20.00'20.00'18.50'18.50'15.00'SIDESETBACK20.00'REARSETBACK306015300SCALE IN FEETEXISTINGASPHALT SURFACEEXISTINGCONCRETE SURFACEPROPOSED ASPHALTPAVEMENT SURFACEPROPOSEDCONCRETE SURFACELEGENDissue dateproject #phasesheet project ownerrevisiondate2/24/2022 1:56:20 PM C1.1SITE PLAN 21087.00UDC SITESUBMISSIONAURORA TECHNOLOGIES INNOVATION CAMPUS PARTNERS N:\5755\008-Aurora\ACAD\Sheets\5755.008-SitePlan_C1.1.dwg 1.ALL IMPROVEMENTS ON THIS PROJECT SHALL BE COMPLETED IN ACCORDANCE WITH THE MONTANA PUBLIC WORKS STANDARDSPECIFICATIONS, 6TH EDITION DATED APRIL 2010 (MPWSS); THE CITY OF BOZEMAN MODIFICATIONS TO THE MPWSS; AND THE PROJECTSPECIFICATIONS.2.THE CONTRACTOR SHALL RESTORE ALL ROADWAY SURFACES TO EQUAL OR BETTER CONDITION THAN EXISTED PRIOR TO EXCAVATIONAS DETERMINED BY AGENCY, OWNER, AND/OR ENGINEER.3.ASPHALT, CONCRETE CURB, AND SIDEWALK SHALL BE SAW CUT OR NEAT CUT AS APPROVED BY AGENCY AND/OR ENGINEER.4.ALL TEXT AND FEATURES SHOWN SHADED ARE EXISTING. SEE SHEET C0.2 FOR MORE COMPLETE DEPICTION OF EXISTING CONDITIONS.5.BASE COURSE AND SUBGRADE SHALL BE COMPACTED TO A MINIMUM OF 95% OF THE MAXIMUM DRY DENSITY AS DETERMINED BY ASTMD 698.6.NO CURB AND GUTTER SHALL BE PLACED WITHOUT A FINAL FORM INSPECTION BY THE OWNER, THEIR AUTHORIZED REPRESENTATIVE,AND/OR THE CITY OF BOZEMAN (AS REQUIRED).7.CONCRETE SHALL BE CLASS M-4000.8.PAVEMENT MARKINGS WITHIN THE SITE SHALL BE FOUR INCH (4") YELLOW PAINTED MARKINGS WHERE SHOWN ON THE SITE PLAN INACCORDANCE WITH SECTION 02851 OF THE MPWSS UNLESS OTHERWISE INDICATED OR DIRECTED BY THE ENGINEER OR OWNER.GENERAL NOTES:EXISTING SEWER MAINEXISTING WATER MAIN12' X 70'LOADING BERTH759859676391116816771194c86.X= NUMBER OF PARKING STALLc = COMPACTb = BIKE, SEE DETAIL 3 ON SHEET C5.320bFIRE RISER ROOMTRASH ENCLOSURESEE ARCH SHEETSengineers surveyors planners scientists MorrisonMaierle 03/25/20221 6/15/2203.25.2022VANACCESSIBLERESERVEDPARKING$100 FINEPERMIT REQUIREDCOMPACTCARPARKINGONLYRESERVEDPARKING$100 FINEPERMIT REQUIRED1231122223THIS SITE HAS BEEN DESIGNED TO BE ACCESSIBLE TOINDIVIDUALS WITH DISABILITIES IN ACCORDANCE WITHTHE AMERICANS WITH DISABILITIES ACT.(1) R7-8NA (12" x 18")(1) R7-8A (12" x 6")(1) "$100 FINE" PLAQUE (12" x 6")(1)"COMPACT CAR PARKING ONLY" WITH DOUBLE ARROW (12" x 18")REFER TO DETAIL SHEET C5.3FOR POST INSTALLATION(1) R7-8NA (12" x 18")(1) "$100 FINE" PLAQUE (12" x 6")FUTURE DRIVE AISLE581111OPEN SPACE AREA8,964 SFTRASH ENCLOSURESEE ARCH SHEETSTEMPORARYRETENTION POND160 SSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSWS WS WS WS WS6FIRE6FIRE6FIRE6FIRE 15SD SSSSSSSSSS12SD 12SD12SD12SD12SD12SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>BPBPBPBPBPBPBPBPBP BP BP BPNGNGNG NGBPBPTBPBPBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVHYDHYD WNGNGNGNGNGNGNGNGNGNGW W W BFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBP BP BP BP BP BP BP BP BP BP BP BP BP BPBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTV BTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVNGBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBFBFBFBFBFBFBFBFBFBFBPBPBPBPBPBPBPBPBPBPBPBPBPBPNGNGNGNGNGNGNGNGNGNGNGNGBTVBPBPTVPTVTPEPWWHYDNative Grass LawnLawnLawnWest Garfield StreetSouth 27th Ave.Native GrassNative GrassNative GrassLawnLawnLawnNative GrassLawnLawnLawnLawnNative GrassNativeGrass319'-1138"329'-1118"269'-1112"722'-478"116'-2516"71'-078"189'-51316"Bench (typ.)Native Grass Helmond Pillar Barberry(Berberis thunbergii 'Helmond Pillar')1-2'x3-4'Hedge Cotoneaster(Cotoneaster lucidus)Green Mound Alpine Currant(Ribies alpinum 'Green Mound')Wichita Blue Juniper(Juniperus scopulorum 'Wichita Blue') 5-6'Patmore Ash (Fraxinis pennsylvanica 'Patmore')Prairie Expedition Elm(Ulmus americana 'Lewis Clark')25-30'Bur Oak(Quercus macrocarpa)40-50'Greenspire Linden(Tilla cordata 'Greenspire')4Spring Snow Crabapple(Malus 'Spring Snow')6SymbolPlant Name (Scientific)Size @PlantingMatureSizeQtyDroughtTolerantPlant Table25-30'Northern Acclaim Honeylocust(Gleditsia triacanthos v. inermis 'Harve')7Norway Maple(Acer platanoides)50-60'35-40'YYYY3YY50-60'11Amur Maple Clump(Acer glinnala)15-20'6Y7Littleleaf Linden(Tillia cordata)Abbotswood Potentilla(Potentilla fruticosa 'Abbotswood')Little Devil Ninebark(Physocarpus opulifolius 'Donna May')Dwarf Korean Lilac(Syringa meyeri 'Palbin' )Columnar Swedish Aspen(Populus tremula 'Erecta')NBlue Chip Juniper(Juniperus horizontalis 'Blue Chip')Purple Cone Flower(Echinacea purpurea)1 galFeather Reed Grass(Calamagrostis acutiflora 'Karl Foerster')2-3'4-5'YYYYYYYYYYNY839114759544526253544135661 12-2"30-40'35-45'18-20'8-10'2-3'3-4'3-4'5-6'24-30"8-10'x8-10"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"40-50'5 gal1 gal18-24"12-15"6-12"18-24"12-15"12-15"Blue Arrow Juniper(Juniperus scopulorum 'Blue Arrow')12-15' 4-6' Arizona Apricot Blanket Flower(Gaillardia x grandiflora 'Arizona Apricot')10-12"1 galYBoulders (typ.)142-3'Y21*75% or greater of proposedtrees and shrubs must be droughttolerant species384/387 drought tolerant =99%Black Aluminum EdgingCrusher Fines (See Detail L4)Locally Grown Sod (19,123 sf Total)Snow Storage-All landscape areas shall have a permanent underground irrigation system installed to promotehealthy plant growth and water conservation.-All trees shall be staked with a minimum of 2 stakes per tree. Trees not planted in shrub orplanting beds shall have a 18" diameter organic mulch ring around the base.-All planting beds shall be edged with Black Aluminum edging (or comparable) beds shall be linedwith professional grade weed fabric and then covered with 3" of rock mulch.-All disturbed areas shall be covered with a minimum of 6" topsoil spread post construction.-All lawn areas shall be locally grown Kentucky Blue grass sod.-No tree shall be planted within 10' of water or sewer lines. A utility locate shall be done prior tostaking tree locations and planting.-All trees shall be planted with root flare at grade.-All plant material shall meet or exceed nursery stock size and quality specifications as set forthby American Nursery Standards.-All Disturbed areas will be seeded with a native seed mix:25% Slender Wheatgrass, 25% Snake river Wheatgrass, 15% Opportunity sel g NevadaBluegrass, 13% Mountain Brome Grass, 10% Western Wheatgrass, 10% Tichspike Wheatgrass,2% Blue Flax.General NotesMandatory LandscapingSEC. 38.550.0501 Tree per 9 Stalls20 S.F planting bed per stallLocationCriteriaPlan UnitTotalRequiredTotalProvidedParking LotLandscapingWest GarfieldStreetInnovation Ave1 Tree Per 50 L.F.1 Tree Per 50 L.F.190Stalls727 L.F.348 L.F.15 Trees15 Trees7 Trees7 Trees22 Trees3800 S.F.22 Trees7818 S.F.issue dateproject #phasesheet project ownerrevisiondateAddendum 16/21/2022L1.0Landscape Plan -Overall 21087.00100% DDAURORA TECHNOLOGIES INNOVATION CAMPUS PARTNERS03.25.2022Drawn and Designed by:Matthew KellerLandscape Plan -OverallScale 1"=30'-0"Owner:Montana State University Innovation CampusMark SharpePO Box 172755Bozeman, MT 59717813.293.7064Legal Description:Minor Sub 195B, S14, T02 S, R05 E, Lot C-1A,Acres 41.976, (IMPS CARD RGG84295)030'60'Scale: 1" = 30' - 0"120'15'161 Helmond Pillar Barberry(Berberis thunbergii 'Helmond Pillar')1-2'x3-4'Hedge Cotoneaster(Cotoneaster lucidus)Green Mound Alpine Currant(Ribies alpinum 'Green Mound')Wichita Blue Juniper(Juniperus scopulorum 'Wichita Blue') 5-6'Patmore Ash (Fraxinis pennsylvanica 'Patmore')Prairie Expedition Elm(7lmus americana 'Lewis Clark')25-30'Bur Oak(Quercus macrocarpa)40-50'Greenspire Linden(Tilla cordata 'Greenspire')4Spring Snow Crabapple(Malus 'Spring Snow')6SymbolPlant Name (Scientific)Size @PlantingMatureSizeQtyDroughtTolerantPlant Table25-30'Northern Acclaim Honeylocust(Gleditsia triacanthos v. inermis 'Harve')7Norway Maple(Acer platanoides)50-60'35-40'YYYY3YY50-60'11Amur Maple Clump(Acer glinnala)15-20'6Y7Littleleaf Linden(Tillia cordata)Abbotswood Potentilla(Potentilla fruticosa 'Abbotswood')Little Devil Ninebark(Physocarpus opulifolius 'Donna May')Dwarf Korean Lilac(Syringa meyeri 'Palbin' )Columnar Swedish Aspen(Populus tremula 'Erecta')NBlue Chip Juniper(Juniperus horizontalis 'Blue Chip')Purple Cone Flower(Echinacea purpurea)1 galFeather Reed Grass(Calamagrostis acutiflora 'Karl Foerster')2-3'4-5'YYYYYYYYYYNY839114759544526253544135661 12-2"30-40'35-45'18-20'8-10'2-3'3-4'3-4'5-6'24-30"8-10'x8-10"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"40-50'5 gal1 gal18-24"12-15"6-12"18-24"12-15"12-15"Blue Arrow Juniper(Juniperus scopulorum 'Blue Arrow')12-15' 4-6' Arizona Apricot Blanket Flower(Gaillardia x grandiflora 'Arizona Apricot')10-12"1 galYBoulders (typ.)142-3'Y21*75% or greater of proposedtrees and shrubs must be droughttolerant species384/387 drought tolerant =99%Black Aluminum EdgingCrusher Fines (See Detail L4)Locally Grown Sod (19,123 sf Total)Snow Storage15SD 15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD 15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD>>>>>>>>>>>>>>>>>BPBPBPBPBPBPBPBPBPBPBPBP BP BP BP BP BP BP NG NG NG NG NG NGNGBPBPBPT BPBPBPHYDW NGNGNGNGNGNGNGNGNGNGNGNGNGNGNGW W W W W BFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBFBP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BPBPBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTV BTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTV NGBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBFBFBFBFBFBFBFBFBFBFBFBFBFBFBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPBPNGNGNGNGNGNGNGNGNGNGNGNGNGNGNGNGNGNGNGBTVBTVBPBPBPTVPTVTPEPWWWWWHYD Native GrassLawn 319'-1138"269'-1112"Native Grass issue dateproject #phasesheet project ownerrevisiondateAddendum 16/21/2022L2.0Landscape Plan -West 21087.00100% DDAURORA TECHNOLOGIES INNOVATION CAMPUS PARTNERS03.25.2022Drawn and Designed by:Matthew KellerLandscape Plan -WestScale 1"=20'-0"020'40'Scale: 1" = 20' - 0"80'10'162 Helmond Pillar Barberry(Berberis thunbergii 'Helmond Pillar')1-2'x3-4'Hedge Cotoneaster(Cotoneaster lucidus)Green Mound Alpine Currant(Ribies alpinum 'Green Mound')Wichita Blue Juniper(Juniperus scopulorum 'Wichita Blue') 5-6'Patmore Ash (Fraxinis pennsylvanica 'Patmore')Prairie Expedition Elm(7lmus americana 'Lewis Clark')25-30'Bur Oak(Quercus macrocarpa)40-50'Greenspire Linden(Tilla cordata 'Greenspire')4Spring Snow Crabapple(Malus 'Spring Snow')6SymbolPlant Name (Scientific)Size @PlantingMatureSizeQtyDroughtTolerantPlant Table25-30'Northern Acclaim Honeylocust(Gleditsia triacanthos v. inermis 'Harve')7Norway Maple(Acer platanoides)50-60'35-40'YYYY3YY50-60'11Amur Maple Clump(Acer glinnala)15-20'6Y7Littleleaf Linden(Tillia cordata)Abbotswood Potentilla(Potentilla fruticosa 'Abbotswood')Little Devil Ninebark(Physocarpus opulifolius 'Donna May')Dwarf Korean Lilac(Syringa meyeri 'Palbin' )Columnar Swedish Aspen(Populus tremula 'Erecta')NBlue Chip Juniper(Juniperus horizontalis 'Blue Chip')Purple Cone Flower(Echinacea purpurea)1 galFeather Reed Grass(Calamagrostis acutiflora 'Karl Foerster')2-3'4-5'YYYYYYYYYYNY839114759544526253544135661 12-2"30-40'35-45'18-20'8-10'2-3'3-4'3-4'5-6'24-30"8-10'x8-10"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"1 12-2"40-50'5 gal1 gal18-24"12-15"6-12"18-24"12-15"12-15"Blue Arrow Juniper(Juniperus scopulorum 'Blue Arrow')12-15' 4-6' Arizona Apricot Blanket Flower(Gaillardia x grandiflora 'Arizona Apricot')10-12"1 galYBoulders (typ.)142-3'Y21*75% or greater of proposedtrees and shrubs must be droughttolerant species384/387 drought tolerant =99%Black Aluminum EdgingCrusher Fines (See Detail L4)Locally Grown Sod (19,123 sf Total)Snow StorageSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSWS WS WS WS WS WS WS6FIRE6FIRE6FIRE6FIRE6FIRE6FIRE SSSSSSSSSSSSSSS12SD 12SD 12S D 12SD12SD12SD 12SD12SD12SD12SD12SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD15SD>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>NGNGBPBPBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVHYDDW WWBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVBTVD LawnLawnLawnWest Garfield StreetSouth 27th Ave.Native GrassNative GrassNative GrassLawnLawnLawnNative GrassLawnLawnLawnNative GrassNativeGrass329'-1118"722'-478"116'-2516"71'-078"189'-51316"Bench (typ.)issue dateproject #phasesheet project ownerrevisiondateAddendum 16/21/2022L3.0Landscape Plan -East 21087.00100% DDAURORA TECHNOLOGIES INNOVATION CAMPUS PARTNERS03.25.2022Drawn and Designed by:Matthew KellerLandscape Plan -EastScale 1"=20'-0"020'40'Scale: 1" = 20' - 0"80'10'163 SPREADOVERALL HT.BARK MULCHFORMSAUCER2 X BALL DIA.TRUNK HT.FINISHED GRADENOTE:WATER & TAMP TOREMOVE ROCKSSCALE: NOT TO SCALETREE PLANTING- ASTAKE WHEN NECESSARYBACKFILL WITH TOPSOILREMOVE AIR POCKETSPAINT ALL CUTS OVER I" DIA.PLANT SO THAT TOP OF ROOTBALL IS 2-3" BELOW THESPREADOVERALL HT.MULCHSCALE: NOT TO SCALE2 X BALL DIA.TRUNK HT.FORMPAINT ALL CUTS OVER I" DIA.FINISHED GRADEBALL IS EVEN WITH THEPLANT SO THAT TOP OF ROOTHARDWOOD STAKES1-3 STAKES 2" X 2"DRIVEN (MIN. 18") FIRMLY INTO SUBGRADE PRIORTO BACKFILLING2 STRAND TRISTED 12 GUAGEGAL. WIRE ENCASED IN 1" DIA.RUBBER HOSESTAKE ABOVE FIRST BRANCHES OR AS NECESSARY FOR FIRMSAUCERSTAKING AS REQUIREDREMOVE AIR POCKETSWATER & TAMP TOBACKFILL- REMOVE ROCKSNOTE:SUPPORTTREE PLANTING - VERTICAL STAKESNOTE:3" MULCH 2 X BALL DIA.REMOVE AIR POCKETSWATER & TAMP TOSPECIFIED PLANTING MIX3" CONTINUOUS RIMFORM SAUCER WITHTRUNKS OR BRANCHESOR RUB ADJACENTWIRE SHALL NOT TOUCHFIRM SUPPORTAS NECESSARY FORSTAKE TO FIRST BRANCHES BRANCHESUSED ON MAIN STRUCTURAL2 WIRE SUPPORTS SHALL BE FROM TOP OF STAKEIN RUBBER HOSE 6 - 9"WIRE TWISTED AND ENCASED2 STRAND 12 GAUGE GALV.PRIOR TO BACKFILLING18" INTO THE SUBGRADE DRIVEN FIRMLY A MINIMUM OF2" X 2" HARDWOOD STAKESMULTI-TRUNK TREE STAKINGSCALE: NOT TO SCALE3" Compacted Crusher Fines3" Compacted Road MixUndisturbed soilCOMPACTED CRUSHER FINES PATHSCALE: NOT TO SCALE2-3' Boulders Located per plansBury 1/4-1/3 of boulderCompacted soilBoulder PlacementSCALE: NOT TO SCALEFinished Gradeissue dateproject #phasesheet project ownerrevisiondateAddendum 16/21/2022L4.0Details 21087.00100% DDAURORA TECHNOLOGIES INNOVATION CAMPUS PARTNERS03.25.2022Drawn and Designed by:Matthew KellerDetails164 LEVEL 1100' -0"LEVEL 1100' -0"LEVEL 2116' -0"LEVEL 2116' -0"ROOF130' -0"ROOF130' -0"125671011348912LOWER ROOF118' -0"LOWER ROOF118' -0"12' - 0"31' - 8"20' - 0"10' - 0"20' - 0"10' - 0"20' - 0"10' - 0"20' - 0"20' - 0"37' - 2 1/2"18' - 0"11' - 0"18' - 0"11' - 0"18' - 0"11' - 0"18' - 0"36' - 6 1/4"4 3/4"9' - 0"7' - 0"10' - 0"27' - 11"12' - 10"26' - 0"10' - 0"26' - 0"10' - 0"26' - 0"49' - 10 7/8"6' - 0 1/8"29' - 9"2' - 9 1/4"WA-5SF-8SF-8SF-8SF-9SF-3SF-3SF-3SF-3SF-1SF-1SF-1SF-1WA-2WA-2WA-1WA-2WA-1WA-2WA-1WA-3WA-3WA-3WA-3WA-3WA-3WA-10SIGNAGEWA-1WA-1A9.47A9.313A9.310A9.39FOOTING96' -0"FOOTING96' -0"MP-3PP-1MP-1MA-1MP-1MP-2MP-1PP-1MP-1PC-1PC-1MP-3PC-1PC-1PC-1PC-2PC-2PC-2PC-2PC-2PP-1LEVEL 1100' -0"LEVEL 1100' -0"LEVEL 2116' -0"LEVEL 2116' -0"ROOF130' -0"ROOF130' -0"125671011348912LOWER ROOF118' -0"LOWER ROOF118' -0"9' - 0"10' - 0"7' - 0"9' - 0"11' - 8"10' - 0"10' - 0"20' - 0"10' - 0"20' - 0"10' - 0"20' - 0"10' - 0"20' - 0"60' - 2 1/2"26' - 0"10' - 0"26' - 0"10' - 0"26' - 0"7' - 4"33' - 7"12' - 0"340' - 4 3/4"4 3/4"36' - 10 1/4"18' - 0"11' - 0"18' - 0"11' - 0"18' - 0"11' - 0"18' - 0"12' - 8"29' - 9"WA-5WA-7WA-11SIGNAGEMA-1SF-1SF-1MP-3MP-2PC-2PC-1PC-2PC-1PC-2PC-1PC-2PC-1PC-2PC-1MP-3SF-1PP-1A9.24A9.26A9.210A9.214FOOTING96' -0"FOOTING96' -0"PP-1PP-1MP-2MP-1MA-1MA-1MA-1MA-1MP-2MP-1MP-2PP-1MA-1T.I.LEVEL 1100' -0"LEVEL 2116' -0"ROOF130' -0"MKHDBFLOWER ROOF118' -0"ALJGCE10' - 0"7' - 0"9' - 0"6' - 4 1/2"78' - 8"9' - 5 1/2"11' - 3"15' - 6"21' - 9"12' - 6"4 3/4"20' - 6 1/4"10' - 0"6' - 0"24' - 0"3' - 8"24' - 0"32' - 8"33' - 10 1/4"4 3/4"154' - 8 1/2"10' - 0"WA-7WA-3SF-6WA-3OVERHEAD COILING DOOROVERHEAD COILING DOORWA-7WA-3WA-3WA-5WA-5SF-11SF-10A9.36A9.33A9.34A9.213A9.46FOOTING96' -0"MP-3MP-1MA-1MA-1PP-1PP-1AL-1MP-1MA-1MP-1MP-2PP-1PP-1MP-2CW-3MASONRY CONTROL JOINTMASONRY CONTROL JOINTT.I.LEVEL 1100' -0"LEVEL 2116' -0"ROOF130' -0"MKHDBFLOWER ROOF118' -0"ALJGCEWA-1WA-1WA-2OVERHEAD COILING DOORWA-11SF-13WA-10WA-9176' - 8"16' - 11"155' - 6"4' - 3"21' - 8"20' - 0"10' - 0"10' - 0"8' - 0"20' - 0"12' - 0"20' - 0"10' - 0"20' - 0"1' - 4"A9.49A9.413A9.414FOOTING96' -0"A9.410A9.416MP-3MP-1AL-1PP-1PC-2PC-1PC-2PC-1PC-2PC-1PC-2AL-1MP-1PP-1CALCULATIONSTRANSPARENCY:SOUTH ELEVATION:(BLOCK FRONTAGE)0'-0"26'-0"3,204 SF32%MIN HGT FROM GRADEMAX HGT FROM GRADETOTAL AREA% OF TOTAL FACADESIGNAGE:PER 38.560.060:NORTH ELEVATION:SOUTH ELEVATION:ALLOWEDPROPOSEDPROPOSED= 85 SF=250 SF -165 SF= 42.5 SF= 42.5 SFEAST ELEVATION:(BLOCK FRONTAGE)EAST FACADE GREATER THAN 20' FROM SIDEWALKMATERIAL PALETTEPC-1: PRECAST CONC. w/ VERT. RIB TEXTUREMA-1 & PC-2: MASONRY VENEERSF-1: GLAZED ALUMINUM STOREFRONTAL-1: SIMULATED WOOD PLANK SIDING/SOFFITPP-1: PHENOLIC PANEL SIDINGMP-1: METAL PANEL: BOX-RIB SIDING -NARROWPT-1: EXP. ARCH STEEL & METAL TRIM / COPINGMP-2: METAL PANEL: BOX-RIB SIDING -WIDEMP-3: METAL PANEL: FLAT PANELMASONRY VENEERMA-1METAL PANEL -TYPE 1MP-1PP-1MP-2AL-1PC-1PC-2METAL PANEL -TYPE 2METAL PANEL -TYPE 3SIMULATED WOOD PLANK ALUM. SIDINGPRECAST CONCRETE PANEL w/ TEXTURED FORM LINERPRECAST CONCRETE PANEL w/ THIN BRICKSF-1GLAZED ALUMINUM STOREFRONTMP-3PHENOLIC PANELMATERIAL LEGENDissue dateproject #phasesheetprojectownerrevisiondate100% CONSTRUCTION DOCUMENTS 6/20/2022 2:59:37 PM6/15/20221A4.106.10.2022EXTERIOR ELEVATIONS21087.00100% CDAURORA TECHNOLOGIESINNOVATION CAMPUS PARTNERSCORE, SHELL AND SITE PACKAGE1/16" = 1'-0"NNORTH ELEVATION1/16" = 1'-0"SSOUTH ELEVATION1/16" = 1'-0"EEAST ELEVATION1/16" = 1'-0"WWEST ELEVATION0'16'8'16'32'SCALE : 1/16" = 1'-0"1165 Memorandum REPORT TO:Community Development Board FROM:Sarah Rosenberg, Associate Planner Brian Krueger, Development Review Manager Anna Bentley, Community Development Interim Director SUBJECT:Shady Glen Concept Planned Unit Development Plan, Application 22102. MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:No motion is made. Advisory comments only. 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 property owner and applicant submitted an application for the construction of 16 single-family units on 16 lots, two of which are affordable housing lots. The site is 11.87 acres and contains a 7.13 wildlife refuge and wetland preservation site, and 1.76 acres of open space. The site is presently vacant and surrounded by residential subdivisions to the north and east, commercial development to the south, and Glen Rotary Park to the west. The site accesses from Birdie Drive to the east. There are seven relaxations identified with this application. In July 2021, this applicant brought a PUD for this same site to the City Commission (20350). The 20350 PUD included 16 lots with six relaxations. In the current submission, the site layout is very similar to that denied. The City Commission reviewed and denied the 20350 application, finding that the project had negative impacts on the wetlands and natural features, that the relaxations requested were incompatible with the standards of the Unified Development Code, and that the intent of the PUD was not met. UNRESOLVED ISSUES:The DRC is not in support of this application as proposed. Staff has requested that the applicant address the concerns outlined by the City Commission Findings of Fact report, comments made by the DRC, and this staff report with subsequent applications. See attached staff report for details on unresolved issues. ALTERNATIVES:None. FISCAL EFFECTS:None. 166 Attachments: ShadyGlen_Application.pdf 22102 CD Board Staff Report.pdf Shady Glen PUD Engineering Comments.pdf Report compiled on: June 1, 2022 167 BOZEMANMT Community Development DEVELOPMENT REVIEW APPLICATION Please remember to obtain owner signature on this form prior to uploading with the rest of your submittal. (Digital signature acceptable.) PROJECT INFORMATION Project Name:Shady Glen PUD Concept Plan Project Type(s):Planned Unit Development - Preliminary Plan PUDP Street Address: Legal Description: Description of Project: The proposed Planned Unit Development (PUD) and Major Subdivision consists of 16 residential homesites, including 2 voluntarily provided affordable homesites. In addition, the proposal includes infrastructure, open space, and preservation of 7.13 Acres of prime riparian habitat and wetlands. Current Zoning:R-1 Residential Low Density District Existing Use:Undeveloped Proposed Use:Residential Gross Lot Area:517057 Number of Buildings:[NumberofNewBuildings] Type and Number of Dwellings: 16 Building Size (SF):0 Non-Residential Building Size (SF): 0 Building Height (ft): Affordable Housing (Y/N): Yes Departure/Deviation Request (Y/N): Yes PROPERTY OWNER Company Name: Bridger Center LLC Name: Thomas Murphy Full Address: 280 W Kagy Blvd Ste D-105, Bozeman, MT 59715 Email: bridgercenterllc@gmail.com Phone: (406) 595-1495 APPLICANT Company Name: Bechtle Architects Name: Walter Banziger Full Address: 4515 Valley Commons Drive , Bozeman, Montana 59718 Email: WALTB@BECHTLEARCHITECTS.COM Phone: (406) 585-4161 No Street Address 11.87 Acre R-1 parcel located northeast of the city nearBridger Creek Golf Course, Northwest of the intersection of Bridger Drive andBirdie Drive Tract 1-A COS 885 of the Amended Plat of Lot 57A of the Amended Plat Lots56, 57, & 58A of Bridger Creek Subdivision, Phase I, Plat J-200K Situated inthe SE1/4 of Section 31, T1S R6E Principal Meridian, City of Bozeman,Gallatin County Montana. 168 REPRESENTATIVE Company Name: Morrison Maierle Name: Mike Hickman Full Address: 2880 Technology Blvd , Bozeman, Montana 59718 Email: mhickman@m-m.net Phone: (406) 992-6829 CERTIFICATIONS AND SIGNATURES Applicant signature is captured electronically at time of application submittal. This application (PDF) must also be signed by the property owner(s) for all application types before the submittal will be accepted. The only exception to this is an informal review application that may be signed by the applicant(s) only. The applicant(s) and property owner(s) submit this application for review under the terms and provisions of the Bozeman Municipal Code. It is further indicated that any work undertaken to complete a development approved by the City of Bozeman shall be in conformance with the requirements of the Bozeman Municipal Code and any special conditions established by the approval authority. I acknowledge that the City has an Impact Fee Program and impact fees may be assessed for my project. Further, I agree to grant City personnel and other review agency representative's access to the subject site during the course of the review process (Section 38.200.050, BMC). I (We) hereby certify that the above information is true and correct to the best of my (our) knowledge. Certification of Completion and Compliance - I understand that conditions of approval may be applied to the application and that I will comply with any conditions of approval or make necessary corrections to the application materials in order to comply with municipal code provisions. Statement of Intent to Construct According to the Final Plan - I acknowledge that construction not in compliance with the approved final plan may result in delays of pccupancy or costs to correct noncompliance. Property Owner Signature: Printed Name: Thomas Murphy CONTACT US Alfred M. Stiff Professional Building phone 406-582-2260 20 East Olive Street fax 406-582-2263 Bozemn, MT 59715 planning@bozeman.net www.bozeman.net/planning 169 document 4515 Valley Commons Drive #201, Bozeman Montana 59718 P: 406.585.4161 F: 406.585.6919 www.bechtlearchitects.com March 11, 2022 Chris Saunders, AICP – Community Development Manager City of Bozeman Community Development 20 East Olive Bozeman, Montana, 59771 RE: Shady Glen PUD – PUD Concept Plan (PUDC) and Pre Application Plan (PA) Dear Mr. Saunders, On behalf of the Owner, Bridger Center LLC, the design team of Bechtle Architects, Morrison Maierle and Design 5 are submitting the following application materials for Shady Glen. The proposed Planned Unit Development (PUD) and Major Subdivision consists of 16 Residential homesites; affordable homes will be provided, voluntarily, on two of the homesites. The Planned Unit Development Concept Plan application and the Subdivision Pre-Application Plan application are being submitted concurrently under this cover letter, for review and approval. The property is located in the Northeast part of the City near Bridger Creek Golf Course, Northwest of the intersection of Bridger Drive (Montana Highway 86) and Birdie Drive. The property is currently zoned R-1. The property is bounded by commercial development accessed off Commercial Drive to the South, The Links residential development accessed off Birdie Drive to the East, by City of Bozeman Glen Lake Rotary Park to the west, and Bridger Creek Golf Course to the North. The proposal for the property consists of developing the 11.87-acre site which consists of historic upland fallow hayfields and wetlands. The project looks to develop the hayfields into sixteen R-1 Residential lots, with affordable homes voluntarily provided on two of them, and the associated infrastructure. In addition, the project looks to preserve approximately 7.13 acres of prime riparian habitat and wetlands. The property borders the City’s Glen Lake Rotary Park to the west, Bridger Center industrial area to the south, The Links Condominiums and Village Greens Townhouses to the east, and Bridger Creek Homeowners Association Park and Bridger Creek Golf Course to the north. Historically, access has been a cumbersome issue for the property. Through the course of development of adjacent properties, this property has been left essentially landlocked both in terms of access and utilities. Over the past fifteen years this property has been presented to the City and County officials numerous times and undergone numerous discussions and layout changes to address many of the access issues. With the help of the City and the adjoining developer, the access and utility issues have been resolved to the best possible extent. This property has been previously reviewed for a Preliminary PUD and Preliminary Plat Application under the name Bridger Meadows, application numbers 20350 and 20351. This current submittal is under the name of Shady Glen. The name change was required due to the discovery of an existing subdivision in Gallatin County named Bridger Meadows. It is not a change in name only. Substantial changes have been made to address concerns voiced during the Bridger Meadows review process. These are summarized below: 170 Shady Glen – Cover Letter PUD Concept Plan and Pre-Application Plan March 11, 2022 Page 2 1. Reintroduction of affordable homes: The area between the east boundary and the emergency access (previously Bridger Meadows Lot 16) was replaced with two affordable home lots (Lots 15 and 16) on which we will provide, voluntarily, two affordable homes as a duplex condominium similar to the buildings at The Links Condominiums. The two affordable homes was our original intent for this area; however, after our submittal, as a result of new legislation eliminating the affordable housing requirement and at the request of City Planning, they were replaced with a single family lot. At that time, we were under the impression that without the existence of the affordable housing ordinance, R-1 zoning would not allow townhomes. We have now come to the understanding that we are allowed to provide the affordable housing voluntarily in a PUD. We have done so in this application, to voluntarily help achieve the City’s stated goal of increasing affordable homes and to create an even more exceptional neighborhood of benefit to all. 2. Removal of unnecessary parking adjacent to the Village Greens Townhouses: After consulting with the City Engineering and Fire Departments, it was determined that, since there were no lots on the east side of Shady Glen Lane, the east side parking lane could be eliminated and the street narrowed in this area. It was agreed that there are no safety or parking issues associated with this change. Changes #3, 4 and 5 below follow as a direct result of this change. The purpose of this change is to address the issue of parking and headlight glare into the Village Greens Townhouses. We further propose to lessen visual impact by planting a visual barrier between the street and the Village Greens Townhouses west of the trail. 3. Increased size of Common Open Space 02: Common Open Space 02 increased in width by 20 feet, and its area increased by over 68 percent, from 0.19 to 0.32 acres. This much larger open space provides a more visible connection between the existing trail along the east boundary and the Shady Glen Wildlife Refuge. The narrower street (#2 above) allowed for increased depth of lots by the existing pond, so they could be narrowed to provide the additional open space width. The additional width combined with moving the previously proposed underground detention facility to the north, both made feasible by #2 above, allowed for much increased preservation of the existing grove of mature trees within the enlarged open space. 4. Addition of a bird blind within Common Open Space 02: A small bird blind, to be designed and installed by the Shady Glen Homeowners Association, will be included near the south end of this public space. A walk through the understory of the existing tree grove (#3 above) will end at a bird blind with views south to the existing pond and waterfowl that are usually present. This is an unobtrusive location for viewing of birds and other abundant wildlife drawn to the pond, without alarming or disturbing them. The tree grove itself provides additional viewing opportunities. This is an amenity within the City of Bozeman that ties in well with bird blinds in the nearby Story Mill Park, but in this case on still water. 5. Increased wetland buffer width: The wetland buffer was increased from a variable width (as low as 16 feet) to a constant 35 feet. One of the major concerns of the Bozeman City Commission was the relaxation to the dimensions of wetland buffer. A motion was made to limit the relaxation of the wetland buffer width to a reasonable minimum of 35 feet, a number proposed as a reasonable compromise in order to meet other City goals. The narrowing of the street (#2 above) increases the depth of the lots near the pond. This not only allowed narrowing of 171 Shady Glen – Cover Letter PUD Concept Plan and Pre-Application Plan March 11, 2022 Page 3 several lots (#3 above), but also made it feasible to shift the building envelopes away from the existing pond and wetlands and accommodate a wider buffer. 6. Elimination of one lot on the cul-de-sac: Residential lot lines were re-arranged and one lot eliminated on the cul-de-sac. This was done, in combination with #5 above, to allow a 35-foot wetland buffer in the area of Lot 5 (previous Lot 6). 7. Adding a requirement in the covenants for fencing along the wildlife preserve: This will help to protect wildlife, homeowners and their pets from potentially dangerous interactions. The above changes to the previously proposed Bridger Meadows development demonstrates our commitment to producing a new neighborhood that exceeds the quality of development intended by standard City code including safety, appearance and amenities, while also meeting large-scale planning goals of the City of Bozeman. The Shady Glen PUD has been specifically designed to follow the Bozeman Growth Policy to provide much needed infill and affordable housing, in a safe and efficient fashion and to reflect our strong desire to protect existing wetlands and critical habitat on the site. Although some fill is proposed within the East Gallatin River’s existing floodplain, proposed excavation will bring other areas down below the flood elevation, resulting in a net increase in flood conveyance capacity. These excavated areas will be planted with new wetland vegetation to not only protect, but to expand wetland acreage on the site. The Shady Glen Wildlife Refuge will be the crown jewel of this neighborhood. Prior to Bridger Center LLC annexing the property, the canopy forests and adjoining wetlands were a no-man’s land of homeless camps, parties, campfires and illegal hunting, all without the benefit of local fire protection. Once the neighborhood is developed, the entire region will benefit. The Shady Glen Wildlife Refuge will be well maintained and administered by the Shady Glen Homeowner’s Association, while allowing local environmental and educational groups access, yet protecting and preserving quickly vanishing habitat in the East Gallatin Corridor. As an additional protection for both the wildlife and the residents, the Shady Glen HOA will require fencing along all homesite lot lines adjoining the Shady Glen Wildlife Refuge. In our previous submittal as Bridger Meadows, the DRC approved the emergency access as per UDC 38.400.10.A. 8: 8. Second or emergency access. 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. If, in the judgment of the development review committee (DRC), a second dedicated right-of-way cannot be provided for reasons of topography or other physical conditions, the developer must provide an emergency access, built to the standards detailed in these regulations. At first glance, it appears that a simple solution would be to connect Shady Glen Lane to Boylan Road at the north end of the project. This avenue was pursued by the Applicant on many fronts; however, it was simply not acceptable to the adjacent property owner under any circumstances, and the City of Bozeman did not wish to invoke eminent domain. 172 Shady Glen – Cover Letter PUD Concept Plan and Pre-Application Plan March 11, 2022 Page 4 We have created an exceptional PUD and neighborhood by focusing on the requirements of the BMC regulations (UDC), which emphasize PUD performance points, as a means to incentivize and direct designers to focus on what the BMC creators determined are the highest and best needs of Bozeman. We are extremely proud to be able to say that the Shady Glen PUD would likely achieve the highest PUD performance point total (107.21), and the smallest ratio of Relaxations to PUD performance points (4/107.21 = 3.73%) in Bozeman’s history! Federal permits have been obtained for proposed impacts to wetlands and to the 100-year floodplain. These include a wetland delineation and 404 permit (Appendix D), and a conditional floodplain fill permit, or CLOMR, from FEMA (Appendix D). Bridger Center LLC has applied for a City of Bozeman floodplain permit, included as Appendix D. Following placement of fill per the CLOMR and floodplain permit, a LOMR-F (final Letter of Map Revision) will be obtained from FEMA. UDC Section 38.220.020 indicates that wetland and floodplain permits must be provided before work begins and/or with Final Plat Application. The Subdivision Team includes: • Owner/Applicant: Tom Murphy, Bridger Center, LLC (406-595-1495) • Engineer: Mike Hickman, Morrison Maierle (406-922-6829) • Architect: Scott Bechtle, Bechtle Architects (406-585-4161) • Landscape: Kate Barrett, Design 5 Landscape Architecture (406-587-4873) • Legal: Andy Willett, McLean, Younkin, Willett, PLLC (406-581-0027) Alanah Griffith, Griffith & Cummings, PC (406-624-3585) The following information is included in the attached submittal: • Binder Number 1 – Shady Glen PUD Concept Plan application o PUD Concept Plan application dated March 11, 2022 o Review Fee, Check in the Amount of $TBD • Binder Number 2 - Shady Glen Subdivision Pre-Application Plan application o Subdivision Pre-Application Plan application dated March 11, 2022 o Review Fee, Check in the Amount of $TBD The proposed improvements for the Shady Glen PUD look to create a “superior quality development.” Our goal is to provide exceptional housing in close proximity to a unique dedicated riparian wetland referred to throughout the documents as “Shady Glen Wildlife Refuge,” which will provide a neighborhood community amenity that is unlike others within the city of Bozeman. The Shady Glen Wildlife Refuge will greatly expand the ecosystem of the Glen Lake Rotary Club Park by preserving this adjacent wildlife habitat in perpetuity, an expansion that provides true refuge for wildlife in contrast to the dense network of trails within the existing park. Our design will finally resolve access to this once landlocked property, while enhancing public safety by providing a new emergency access not only to Shady Glen but to the neighboring commercial properties which currently have none. Shady Glen will allow public access to existing trail systems, including connectivity to the Bridger Center Commercial area, creating direct pedestrian and bicycle access to and from Story Mill Park. 173 Shady Glen – Cover Letter PUD Concept Plan and Pre-Application Plan March 11, 2022 Page 5 As a desirable infill project, Shady Glen will increase the City’s tax base by a total of 16 homes with little to no additional infrastructure cost. While at the same time, helping the City in its battle for more affordability by voluntarily providing two affordable homes, which is 12.5% of the entire project. We hope to be the first project approved in Bozeman providing voluntary affordable housing. On behalf of the Owner, we look forward to working with the City to create this unique and exciting opportunity for development that will enhance the neighborhood, local community and local environment. Regards, Scott Bechtle, LEED AP, AIA Mike Hickman, P. E. Principal Sr. Civil Engineer Bechtle Architects Morrison Maierle 174 March 11, 2022 Narrative Shady Glen Neighborhood Development Planned Unit Development Concept Plan PUDC Pre-Application Plan OVERVIEW Shady Glen Neighborhood The Shady Glen Planned Unit Development (PUD) is a distinctive development that looks to align many of its design elements with Bozeman’s Community Plan (2009) goals and objectives to create an exceptional residential infill neighborhood community from a once landlocked, and recently annexed county island. In accordance with the City Planning goals and City Commission objectives, the project looks to promote infill to decrease sprawl, consolidate infrastructure and increase efficiency and connectivity for both City and County operations and services. The Shady Glen Neighborhood proposal intends to provide single family (R-1) lots that include two voluntarily provided affordable townhomes sites. The neighborhood promotes affordability, quality, and choice, while emphasizing Bozeman’s unique character and lifestyle through the protection and enhancement of the existing wildlife habitat. Shady Glen creates a residential neighborhood that will encourage connection to the outdoors and invoke a residential character supportive of the City of Bozeman values. The project proposes developing approximately 4.74 acres inclusive of infrastructure (40%) of the 11.87-acre site into a low-density R-1 neighborhood consisting of 16 residential homesites: 14 single family (R-1) residential homesites and two affordable townhomes. This equates to a planned net density of 3.38 lots per acre. Bridger Center LLC will not be the designated home builder. As the Bozeman City code has not yet established the process to voluntarily provide affordable housing, we are submitting our PUD with the intent of working out the details of how this is to be done, with the assistance of our consultant Kilday Stratton, the City Planning Department and City Economic Development. In addition, and of significant note, the project will create a neighborhood amenity through the preservation of approximately 7.13 acres (60% of the total site), exclusive of the play area and gathering space, as a prime riparian habitat and wildlife refuge. The wildlife refuge is directly adjacent to and connects to the Glen Lake Rotary Park and trail system - essentially complementing the park and extending the habitat. The Shady Glen Wildlife Refuge will be owned and maintained by the Shady Glen HOA. The Shady Glen Neighborhood will also have connections to the cross-country ski trails on the Bridger Creek Golf Course, as well as community trail and road systems leading to the recently completed Story Mill Park which is 0.16 miles (280 yards) to the south. Excluding the proposed wildlife refuge, 1.76 acres will be used for Common Open Space and neighborhood access. It is the applicant’s intent to proceed with construction of the development infrastructure in the spring/summer of 2022, upon completion and approval of the Subdivision application process with the City of Bozeman. Construction would occur in 2022 with an anticipated completion in Fall of 2022. 175 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 2 Homesites would then be available for individual sale to builders and owners for construction of the residential units. The Shady Glen PUD site is bounded by commercial development off Commercial Drive to the south, residential development off Birdie Drive to the east, residential development along Boylan Road to the northeast, Bridger Creek Homeowners Association Park to the north and Glen Lake Rotary Club Park to the west. The property is in the Southeast ¼ of Section 31, Township 1 South, Range 6 East, Principal Meridian, City of Bozeman, Gallatin County, Montana. Figure 1: Shady Glen Site Location. Figure 1: Shady Glen Site Location The southern and western areas of the property consist of Palustrine scrub/shrub broadleaf deciduous trees forested areas intermixed with federally protected wetland grass areas. There is a constructed, lined pond bordering the southern edge of the property and extending in a northwest direction to the interior of the property; this appears as the eastern pond in Figure 2: Areas of Seasonal Water Ponding. The wetland and woodland areas comprise the remaining lower and elevated areas of the subject site. An upland grassy area, (hay field) makes up the remaining acreage of the property. 176 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 3 Figure 2: Areas of Seasonal Water Ponding The Shady Glen PUD will look to provide public access to the interior home sites by extending the existing private road system serving The Links condominium development currently connected to Birdie Drive, west culminating in a cul-de-sac. The proposed Shady Glen Lane will not intersect State, County or City street systems. The property will require a cul-de-sac due to surrounding topography and the associated physical constraints imposed on the property by surrounding properties and natural features. The length of the road will exceed 400’ but will be under 1320’ (per Section 38.410.040). The street will be maintained by the Shady Glen Neighborhood HOA. A second access is not feasible except as an emergency access located between two existing warehouses, within an existing easement to Commercial Drive. It cannot be used for public access due to physical constraints, code deficiencies at the intersection, and mis-alignment with Commercial Drive that were created when the City vacated the Roadway Easement that had previously provided the opportunity for realignment and extension of Bridger Center Drive to Shady Glen. The emergency access will be paved and gated at the property line. The emergency access will enhance safety in the area by serving not only the proposed Shady Glen development, but at the same time providing a currently unavailable emergency access route to the existing cul-de-sacs of Bridger Center Drive and Commercial Drive. The Applicant will establish a 177 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 4 maintenance agreement between the HOA and adjacent Owners along the easement to Commercial Drive to maintain the emergency access year-round, both within and outside the property boundary. Many of the members of the Commission are aware of the historic access issues that have impacted this county island and the lengths that were taken by Bridger Center LLC, at the encouragement of City Legal and the prior City Commissioners, to negotiate an access easement through the Links. As a result of numerous conversations and recommendations presented to the City regarding the history of access issues and approval, along with an agreement with The Links Condominiums, Bridger Meadows LLC. met with the City Manager, City Legal representatives, the Planning Director and Planning staff, Fire Department representatives, and Engineering Staff on multiple occasions. The result was the City’s Path Forward letter dated March 3, 2019 advising Bridger Center LLC. as to how to best resolve the issue. The recommended option was to proceed with a PUD to address the lack of 60’ right-of-way (ROW) for the existing private street through The Links, and to extend this street as a public access to the Shady Glen PUD. Attention is given to elements of the Bozeman Community Plan 2009 version currently in place with the City. The project proposal conforms to housing Goals H-1 through H-3 in terms of proximity to services and transportation options, recognizing the role of housing in economic development, promoting energy efficiency through strong design guidelines, and encouraging provision for affordable housing. The proposed development is directly adjacent to the Glen Lake Rotary Park and is approximately 0.16 miles from Story Mill Park, which will also serve as the Shady Glen Neighborhood Center per UDC Section 38.410.020. In addition, the Shady Glen Neighborhood site is located approximately 1.1 miles from the Rouse and Tamarack Streamline bus route, within 100 yards of businesses located within Commercial Drive and Bridger Center Drive, and within 1 mile of services located in the Cannery District. The applicant will look to voluntarily provide two (2) affordable townhomes within the development. The townhomes are expected to be three-bedroom units similar in size to the single-family residential units anticipated for the development, and similar to the existing condominiums at The Links. The intent meets the City’s requirement for affordable housing that was in effect prior to the 2021 change in state law, by providing two (2) affordable units in response to the 1.6 units previously required per Section 38.380.060 of the UDC. The townhome concept is expected to be aligned in character, massing, and quality. In alignment with the City of Bozeman Community Plan, Land Use Goals and Environmental Quality and Critical Lands goals, the applicant proposes preserving 7.13 acres as a wildlife refuge (exclusive of the play area and gathering area) adjacent to the Glen Lakes Rotary Park, essentially creating an extension of the existing park. The intent is to protect the wildlife movement areas, and to preserve the existing federally protected wetlands, water bodies, and wildlife refuge from negative human impacts. The applicant has met with City staff, local environmental nonprofit groups, neighbors, and with the City Parks Director, Mitch Overton, to gather input on preserving the habitat. In these meetings preservation of the aspen groves and wildlife and avian viewing were brought to the applicant's attention most often. Per conversations with City Parks staff, the applicant understands that they have their support for creating such a unique and environmentally sustainable amenity within the city boundaries. 178 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 5 The applicant has also proposed to provide a neighborhood play and gathering area in the southeast corner of the development, between the wildlife refuge and emergency access. These elements will be owned and maintained by the Shady Glen HOA. The play area will be accessible by a gravel trail from the access road and will feature shaded seating areas. The trail will continue west (south of the pond) to a secluded picnic area. These usable community spaces are all located at the perimeter of the wildlife refuge and open spaces and will allow visitors a way to enjoy the large area of natural beauty on this site. Shady Glen will enhance the local community and goes beyond typical developments through its attention to Land Use Goals and Objectives identified within the Community Plan. These include: • Provide for and support infill development which provides additional density of use (Objective LU-1.4). • Encourage the use and development of underutilized sites in proximity to historic areas by providing housing and neighborhood amenities (Objective LU-3.2). • Give particular emphasis to encourage living opportunities within walking distance to downtown employment, retail, and neighborhood services (Objective LU-3.4). • Protect important wildlife refuges and natural areas (Objective LU-4.1). • Encourage creation of well-defined neighborhoods with the focus on wildlife refuge (Objective LU-4.3. • Encourage development throughout Gallatin County to occur within existing municipalities and support the local ability to address and manage change and growth (Objective LU 4.10). The development also addresses Community Quality Goals and Objectives. These include: • Support compatible infill within the existing area of the City rather than developing land requiring expansion of the City’s area (Objective C-1.3). • Achieve an environment through urban design that maintains and enhances the City’s visual qualities within neighborhood, community, and regional commercial areas. (Objective C-1.4). • Expansion of shared use pathways within the City. (Objective C-2.3). • Encourage the preservation and continuing operation of existing neighborhood schools. (Objective C-3.1). • Provide for neighborhood focal points to encourage local identity within the community and provide a place for social interaction. (objective C-3.4). • Integrate a wide variety of open lands, such as parks, trails, squares, greens, playing fields, natural areas, orchards and gardens, greenways, and other outdoor spaces into neighborhoods. (Objective C-3.5). The development also addresses Environmental Quality and Critical Land Goals and Objectives. These include: • Discourage development in areas characterized by wetlands (Objective E-1.1). • Protect, restore, and enhance the benefits of wetlands by creation of the wildlife and federally protected wetland refuge (objective E-1.2). • Provide educational opportunities to both view and learn about the habitat (Objective E-1.4). • Encourage sustainable development and building practices (Objective E-3.2). • Promote dark sky and public safety through moderated lighting systems for homes, pedestrian paths, and park area which would limit disturbance into the wildlife refuge (Objective E-5.3). 179 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 6 • Emphasize a walkable, bikeable community with connections to existing systems (Objective E- 5.6). Highlights of the project that address the noted Bozeman Community plan objectives include: • The preservation of 7.13 acres (60% of the development) into a wildlife refuge adjacent to the existing residences and adjoining the Glen Lakes Rotary Park. • Infill of a previously annexed property, which is under-utilized and surrounded by existing development. • Close proximity to the Bozeman Cannery District and Bozeman Historic Brewery District. • Close proximity and walking distance to local transportation routes (Streamline bus, Bridger Drive). • Connects to and expands upon existing trail systems within the vicinity of the development (Story Mill Park, Glen Lakes Rotary Park, ski trails on Bridger Creek Golf Course). The inclusion of path connections and sidewalks to existing infrastructure addresses many of the objectives of providing accessible, desirable, and adequately maintained public spaces as noted in Goal R-1 of the Bozeman Community Development Plan. The pedestrian amenities will connect areas of interest internally such as recreation/play areas, as well as providing connections to the city’s existing trail and pedestrian network at the borders of the development. The proposed pedestrian path and sidewalk system will provide direct connections to the Glen Lake Rotary Park as well as to the Story Mill Community Park. The configuration of the development is intended to create a buffer between the public circulation areas and the Shady Glen Wildlife Refuge, thus limiting disturbances to the wildlife. The development is configured to purposefully protect the refuge, limit intrusion by humans and pets, yet provide portals of opportunity for the residents and local community to interact, observe and experience the refuge without unnecessary intrusion. Examples of these portals are the picnic/playground area, the bird blind within the Aspen grove and connections to existing trails. We therefore are creating directly usable spaces adjacent to the wildlife refuge, while protecting that space for wildlife. In addition, the development will offer access for groups to view the refuge for educational purposes through a controlled approval system administered by the HOA. As previously mentioned, the proposed Shady Glen Wildlife Refuge is contiguous with the city’s Glen Lake Rotary Park System. The proposed wildlife refuge would significantly increase contiguous open space and parkland acreage in the area (Objective R-1), thereby avoiding fragmentation of the natural ecosystem, and enhancing sustainability by creating one large ecosystem. (Objective R-1.6). The continuity and adjacency of the Shady Glen Wildlife Refuge to the Glen Lakes Rotary Park area creates a larger ecosystem that promotes habitation by species requiring larger home ranges to establish residency. Due to the diverse vegetation, wetland features, and intentional inaccessibility to humans, many different species of wildlife will continue to inhabit the site. Large ungulates such as moose, mule and whitetail deer, many small mammals, songbirds and birds of prey have been seen frequently by visitors and documented in the area (Objective R-1.12). The adjoining Glen Lakes Rotary Park is full of trails. While the paths are a wonderful amenity for city residents and visitors, the abundance of walkers, bikers, and especially the dogs that accompany them often disturb the wildlife. Because of its thick 180 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 7 vegetation and lack of interior paths, the seven (7) plus acres of woodlands we propose as a wildlife refuge will secure a quiet and safe area for wildlife. Every spring, a cow moose and her calves can be seen retreating into this area. It is for this reason that Bridger Center proposes no paths through the refuge. It is important to note that the configuration of homesites and pedestrian circulation system will allow for well-defined portals into the refuge to provide public viewports. These amenities offer educational and observation opportunities to the general public as well as creating a neighborhood focal point that is rare in other city parks (Objective LU-4.3, C-3.2, R-1.13, and E-1.4). One of the proposed portals to the Shady Glen Wildlife Refuge will be Common Open Space 04, which will include a playground and picnic area that serves as a gathering place for neighborhood functions, educational activities, and wildlife viewing. Educational interpretive signage will be provided at Common Open Spaces 01 and 04 to help promote educational opportunities for visitors and inform them of wildlife inhabitants typical to the area (Objective R-1.2). Large shade trees, as well as drought tolerant pine species, will be planted to provide shade to the play area as well as screen the site from adjacent properties to the south. In accordance with Chapter 9 of the goals and objectives noted in the Bozeman Community Plan, the Shady Glen PUD is proposing several concepts to continue the protection of critical lands as a valuable resource for the community. Concepts previously mentioned such as preservation of existing riparian areas, federally protected wetlands and wildlife habitats are just a few of the items incorporated into the planning of this project. Additional efforts, such as Low Impact Development concepts, weed management plan, and consideration to the floodplain and watercourse setbacks have all been accounted for. The Shady Glen project will collect runoff from all currently proposed impervious areas, and from all future improvements on the single family lots to the extent feasible. Building design guidelines for the development will include a requirement for each individual lot owner to route their roof drainage to rain barrels or on-site infiltration facilities, or to surface drain the runoff to the front side of the lot where it will collect in the street and drain to a stormwater storage, infiltration and treatment facility. Disturbed areas within the open space lots will be re-graded, hydromulched, seeded, and planted with a variety of indigenous plantings. A variety of vegetation will provide structural diversity for migratory songbirds, birds of prey as well as shelter and browse sources for other wildlife species at the subject site. Disturbed areas outside of the open space lots, street and emergency access will be seeded with native grasses to protect from erosion and to provide natural treatment of runoff on the undeveloped lots. Extreme efforts have been made to address disturbance of existing wetlands and the East Gallatin River floodplain. After the development of Shady Glen, the community will have a larger and healthier wetland than the site has now, enhancing the local environment. The Shady Glen PUD development would also improve public health and safety in other ways. It would provide a second means of access for emergency vehicles into the Bridger Commercial Center. Should Birdie Lane or Bridger Drive be blocked for any reason (as mentioned by several residents), the Shady Glen development would make direct access between these streets possible, greatly improving reliability of access to the Bridger Commercial Center in an emergency. 181 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 8 We are requesting a reasonable reduction of the wetland buffer to 35 ft., as proposed by commissioner Cunningham. The 100-year floodway is unaffected by the project. Per confirmation with the City Planning Department email of January 22, 2021 with respect wetland buffers, “minor things like a fence, garden, and playground equipment etc., will be considered a minor improvement and is allowed.” This clarification will be placed in the Shady Glen HOA covenants. In order to meet the City’s stated goals with respect to Planned Unit Developments and Growth Policy to promote infill and affordable housing, and to meet minimum net density requirements of R-1 zoning, 16 homes are required. The proposed floodplain fill is localized to Lots 3 through 5 and 8 through 11. The amount of 100-year flood storage volume lost due to fill placement is more than offset by excavation proposed within the floodplain fringe, west of Lot 5. The excavation area is an historic artificial fill from an old road or railroad bed that is taking up space within the existing floodplain; this fill was placed prior to the current FEMA floodplain mapping and report. This project proposes to restore elevations to resemble the elevations prior to fill placement. Due to the net increase in flood storage volume, there will be no net rise in floodplain water surface elevations due to the project. We have received approval from the Federal Emergency Management Agency (FEMA) of a Conditional Letter of Map Revision for Fill Placement (CLOMR-F) to place a minor amount of fill on the edge of the floodplain fringe and outside of the floodway (Appendix D), and a City of Bozeman floodplain fill permit application is included as Appendix D. UDC Section 38.220.020 indicates that wetland permits must be provided before work begins and/or with Final Plat Application. It is understood that the Applicant cannot place any fill until the City floodplain permit is approved, and that a follow-up LOMR-F submittal to FEMA is also required to document that as-built conditions match the design proposed in the CLOMR-F. Shady Glen will provide connections to the existing adjacent trail system that runs along the river, on the adjacent properties, and within the Glen Lakes Rotary Park and ultimately connects to the newly developed Story Mill Park Figure 3 – Existing Glen Lakes, Story Mill Spur Trail (Goal C-2, Objective C-2.1, & Objective R-1.5). Signage, typical to those used throughout the City trail systems, will be posted asking path users to keep their dogs restrained and, on the paths, as well as signs denoting the wetlands protection, clean up after pets etc. will also be posted. In addition, dog waste stations will be installed at the paths and trailheads to facilitate clean pedestrian areas. 182 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 9 Figure 3: Existing Glen Lake, Story Mill Spur Trail The Story Mill Spur Trail is located on 3 sides of the subject site. Terraquatic LLC has conducted a delineation of wetlands and waters of the U.S. at the subject site, and has received a 404 permit approval from the U.S. Army Corps of Engineers. The delineation is included in this application as (55a) Aquatic Resources Delineation Map, and the approved permit is included as Bridger Center 404 Permit. Aquatic resource impacts are limited to 0.091 acres. Impacts would occur to wetland 3, a wetland that has been at least enhanced, if not created, because of the malfunctioning stormwater basin in the BCHOA Park to the north, and very minor impacts to wetlands 1 and 4. A relaxation of the setback requirement to a reasonable 35 feet is requested. A residential lot was eliminated from the cul-de-sac, and lot lines shifted, to make the proposed 35 ft. Wetland Buffer feasible for each building envelope. See (35-b) Preliminary Plat p. 2. The prior Bridger Meadows applications were submitted for numerous reviews, both formal and informal, and discussed with many of the City representatives over the last few years. Most recently, Bridger Meadows was submitted in May of 2021 for the Preliminary Plat and Preliminary PUD Application process. In addition, the project has gone through the City’s Concept Plan and Pre- Application processes in June of 2019 and resubmitted with response to staff comments in Sept of 2019 (and resubmitted again in December of 2019). Through these reviews, the application and design has been repeatedly updated and modified to address staff concerns and respond to staff recommendations and directions to better align with Chapter 38, Unified Development Code of the City of Bozeman Municipal Code and well as the Bozeman Community Development Plan 2009 version. The modifications pre-dating the May 2021 submittal include: 183 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 10 • Reducing the number of residential single-family lots from 25 with no affordable homesites, to 16 with two affordable homesites that are not required by code. This reduced impacts to existing wetlands. • Moving Shady Glen Lane to the east property boundary. This reduced impacts to existing wetlands, and provided better protection and less disruption to wildlife within the wildlife refuge. • Shortening the length of Shady Glen Lane. This further reduced wetland impacts to existing wetlands and increased the size of the wildlife refuge. • Eliminating previously proposed paths encroaching into the wildlife refuge. This reduces stress on wildlife and improves protection from human intrusion. • Although dedicated parkland was removed from the project and replaced with cash in lieu based on the City’s recommendation, a community gathering/playground area and a large wildlife refuge will remain in the project, both maintained by the Shady Glen HOA. To address comments from Commissioners and residents at the 2021 Bozeman City Commission meeting regarding the May 2021 Bridger Meadows applications, the Shady Glen PUD incorporates the following additional modifications: 1. Voluntary reintroduction of affordable homes: The area between the east boundary and the emergency access (previously Bridger Meadows Lot 16) was replaced with two affordable home lots (Lots 15 and 16) intended for a duplex condominium similar to the buildings at The Links Condominiums. The two affordable home lots was our original intent for this area; however, after our submittal, as a result of new legislation eliminating the affordable housing requirement and at the request of City Planning, they were replaced with a single family lot. At that time we were under the impression that without the existence of the affordable housing ordinance, R-1 zoning would not allow townhomes. We have now come to the understanding that we are allowed to provide the affordable housing voluntarily in a PUD. We have done so in this application, to voluntarily help achieve the City’s stated goal of increasing affordable homes and to create an even more exceptional neighborhood of benefit to all. 2. Removal of unnecessary parking adjacent to the Village Greens Townhouses: After consulting with the City Engineering and Fire Departments, it was determined that, since there were no lots on the east side of Shady Glen Lane, the east side parking lane could be eliminated and the street narrowed in this area. It was agreed that there are no safety or parking issues associated with this change. Changes #3, 4 and 5 below follow as a direct result of this change. The change also helps to address the issue of parking and headlight glare into the Village Greens Townhouses. We further propose to lessen visual impact by planting a visual barrier between the street and Village Greens Townhouses, west of the trail. 3. Increased size of Common Open Space 02: Common Open Space 02 increased in width by 20 feet, and its area increased from 0.19 to 0.32 acres, which is over 68 percent. This much larger open space provides a more visible connection between the existing trail along the east boundary and the Shady Glen Wildlife Refuge. The narrower street (#2 above) allowed for increased depth of lots by the existing pond, so they could be narrowed to provide the additional open space width. The additional width combined with moving the previously 184 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 11 proposed underground detention facility to the north, both made feasible by #2 above, allowed for much increased preservation of the existing grove of mature trees within the enlarged open space. 4. Addition of a bird blind within Common Open Space 02: A small bird blind, to be designed and installed by the Shady Glen Homeowners Association, will be installed near the south end of this public space. A walk through the understory of the existing tree grove (#3 above) will end at a bird blind with views south to the existing pond and water birds that are usually present. This is an unobtrusive location for viewing of birds and other abundant wildlife drawn to the pond, without alarming or disturbing them. The tree grove itself provides additional viewing opportunities. This is an amenity within the City of Bozeman that ties in well with bird blinds in the nearby Story Mill Park, but in this case on still water. 5. Increased wetland buffer width: The wetland buffer was increased from a variable width (as low as 16 feet) to a constant 35 feet. One of the major concerns of the Bozeman City Commission was the relaxation to the dimensions of wetland buffer. A motion was made to limit the relaxation of the wetland buffer width to a reasonable minimum of 35 feet, a number proposed as a reasonable compromise in order to meet other City goals. The narrowing of the street (#2 above) increases the depth of the lots near the pond. This not only allowed narrowing of a few lots (#3 above), but also made it feasible to shift the building envelopes away from the existing pond and wetlands and accommodate a wider buffer. 6. Elimination of one lot on the cul-de-sac: Residential lot lines were re-arranged and one lot eliminated on the cul-de-sac. This was done, in combination with #5 above, to allow a 35foot wetland buffer in the area of Lot 5 (previous Lot 6). 7. Adding a requirement in the covenants for fencing along the wildlife preserve: This will help to protect wildlife, homeowners and their pets from potentially dangerous interactions. With the above modifications and changes to the plan, the following relaxation requests have been reduced and modified. Relaxations requested as part of this PUD application will include the following: 1. Section 38.400.010.A.9: A relaxation allowing a cul-de-sac is requested due to topography, the presence of critical lands, access control and adjacency to parks and open space. 2. Section 38.400.050.A: A relaxation from the right-of-way width and to specific construction standards is requested in order to configure the site in a way that significantly improves protection of existing wetlands. 3. Section 38.400.010.A.8: As part of this requirement for a second access, the development review committee’s judgement in the previous submittal (Bridger Meadows) was that an emergency access was warranted as the second access to this development. No changes were made to the access or number of lots; therefore, we are requesting confirmation that the emergency access as presented remains in compliance. 4. Section 38.410.100.A.2.c.4: A relaxation of the watercourse setback is requested to adjust the shallow fringe floodplain to allow reasonable infill development, with no net loss in floodplain volume. A relaxation of the 50 ft wetland buffer width to 35 ft is requested to allow room for reasonably sized building envelopes. 185 Shady Glen Neighborhood - Narrative March 11, 2022 Planned Unit Development Concept Plan Pre Application Plan Page 12 Details for the relaxations and waivers can be found in (07) Shady Glen Proposed Relaxations. In addition to the above, the project includes numerous elements and features which are intended to specifically address sections 38.430.090 – Planned Unit Development Design Objectives and section 38.520 – Site Planning and Design Elements: (18) Shady Glen Project Objective. • Section 38.520.030.A.1 – To promote functional and visual compatibility between developments. • Section 38.520.030.A.2 – To protect the privacy of residents on adjacent properties, • Section 38.520.040.A.1 - To improve the pedestrian and bicycling environment by making it easier, safer, and more comfortable to walk or ride among residences, to businesses, to the street sidewalk, to transit stops, through parking lots, to adjacent properties and connection throughout the city. • Section 38.520.040.A.1 – To enhance access to on-site and offsite areas and pedestrian/bicycle, paths. • Section 38.520.060.2 – To create open space that contributes to the residential setting. We appreciate the City’s efforts and assistance over the course of the application review and approval process. We believe that the revisions and corrections have resulted in a superior application in line with the goals and objectives of the Bozeman Community Development Plan (2009) and the City of Bozeman Unified Development Code. We look forward to the continued progress of this application and its ultimate approval for development. If you have any questions, please feel free to direct them to the Applicant’s development team. We thank you for your consideration and efforts. 186 March 11, 2022 List of Relaxation Requests Shady Glen Planned Unit Development Planned Unit Development Concept Plan and Pre-Application Plan Based on direction received during prior PUD applications and along in response to existing conditions, the Shady Glen PUD will look to request the following relaxations: 1. Section 38.400.010.A.9: A relaxation allowing a cul-de-sac is requested due to topography, the presence of critical lands, access control and adjacency to parks and open space. 2. Section 38.400.050.A: A relaxation from the right-of-way width (from 60 feet to 42 feet) and to a few specific construction standards is requested in order to configure the site in a way that significantly improves protection of existing wetlands. 3. 8.400.010.A.8: As part of this requirement for a second access, the development review committee’s judgement in the previous submittal (Bridger Meadows) was that an emergency access was warranted as the second access to this development. No changes were made to the access or number of lots; therefore, we are requesting confirmation that the emergency access as presented remains in compliance. 4. Section 38.410.100.A.2.c.4: A relaxation of the watercourse setback is requested to adjust the shallow fringe floodplain to allow reasonable infill development, with no net loss in floodplain volume. A relaxation of the 50 ft wetland buffer width to 35 feet is requested to allow room for reasonably sized building envelopes. Justification for the above requested relaxations is presented below. 1. Section 38.400.010.A.9, cul-de-sac applicability: “…The review authority may consider and approve the installation of a cul-de-sac only when necessary due to topography, the presence of critical lands access control, adjacency to parks or open space, or similar site constraints. Pedestrian walks must be installed at the end of culs-de-sac where deemed appropriate.” To provide access to the interior homesites, this project requires a cul-de-sac due to topography, the presence of critical lands (i.e., wetlands), lack of other options for legal access, adjacency to parks (Glen Lakes Rotary Club Park and Bridger Creek HOA Park) or open space (Shady Glen Wildlife Refuge). The property is currently set up with access at the southeast corner: public access to the west via The Links Condominiums to Birdie Drive, and emergency access to the south via Bridger Center Drive to Bridger Drive. There is no other means of legal access to the site: adjacent properties to the east and south are fully developed with private lots and buildings; to the west is the Glen Lake Rotary Park with trails and the East Gallatin River to the north. Although the Applicant made numerous attempts to obtain legal access and even asked the city commission to use eminent domain, Bridger Creek Subdivision would not allow a public access easement to Boylan Road under any circumstances. Bridger Creek Subdivision was not required to provide access to this adjacent property during subdivision review and approval, although this requirement is written into current City code. The proposed 750’ long cul-de-sac provides a second emergency access to The Links Condominiums (currently accessed only from Birdie Drive) and to Bridger Center Subdivision (currently accessed only 187 Shady Glen PUD – List of Relaxation Requests March 11, 2022 Planned Unit Development Concept Plan Page 2 from Bridger Drive). Bridger Center Subdivision is a commercial development where permitted activities and uses of equipment and toxic or hazardous substances should make safety/access improvements to this area a high priority. Not only would the Shady Glen PUD provide a second access to Bridger Center Subdivision, it would shorten the existing 1,000-foot-long cul-de-sac (Bridger Center Drive/Commercial Drive) to 380 feet. As a whole, the Shady Glen PUD, with its cul-de-sac, improves safety and emergency access of the surrounding area. These improvements should be considered, and further justify the Shady Glen cul-de-sac. A typical cul-de-sac of this length would include access to homesites on both sides of the street. However, with homes proposed on only one side for most of its length, the 14 homesites on the Shady Glen Lane cul-de-sac is equivalent to the number of homes that would be expected on a much shorter typical “double-loaded” cul-de-sac. Additionally, a previously proposed cul-de-sac for the property, with no access through The Links Condominiums (a much longer cul-de-sac than currently proposed), was reviewed and approved by the Bozeman Fire Department during preliminary review. A pedestrian walk connecting the subdivision to the existing trail system is provided about 80 feet east of the cul-de-sac, adjacent to Lot 1. Providing access at the end of the cul-de-sac would be inappropriate. It would require a longer connection to existing trails that would increase impacts to existing wetlands, and it would be less centrally located to the proposed residential lots than the currently proposed location. It would also provide less convenient, less direct access between existing Boylan Road homes and the proposed on-site open space corridor (Common Open Spaces 01 and 02). 2. Section 38.400.050.A.1, Street and road right-of-way width and construction standards: The Applicant is requesting relaxations to right-of-way width and construction standards on Shady Glen Lane. The relaxations are needed to minimize impacts to existing wetlands west of the street and adjacent lots, while providing adequate space for the street, pedestrian access, snow storage and residential homesites. The requested relaxations partially eliminate the east sidewalk and east side parking lane; replace a crowned cross-section with a cross-slope; and reduce the public access and utility easement width accordingly. The street itself will meet all other City standards for a local street including construction materials, slopes and horizontal alignment. Excluding the cul-de-sac area, the requested relaxations provide all the required services within a 42-foot right-of-way. The proposed relaxations were reviewed in concept by the City’s Engineering and Fire Departments and were deemed generally acceptable and appropriate for the proposed number and configuration of the residential lots being served. Each relaxation is described below. 1. Excluding the cul-de-sac area, provide an attached 5’ sidewalk on the west side of Shady Glen Lane, in lieu of the standard detached sidewalk and boulevard. Shady Glen Lane is proposed as an extension of the existing access drive through The Links Condominiums, which has an attached 5’ sidewalk on the south side. There are no residential lots on the east side of Shady Glen Lane in this area. Snow will be removed and stored on the side of the street, in a 7’ wide landscaped area extending from the curb to the property line. The street will be privately maintained. To take the place of boulevard trees adjacent to residential lots, the Development Guidelines will require trees to be planted on each residential lot near the right-of-way line. 188 Shady Glen PUD – List of Relaxation Requests March 11, 2022 Planned Unit Development Concept Plan Page 3 2. Excluding the cul-de-sac area, eliminate the sidewalk on the east side of Shady Glen Lane. This is proposed for two reasons: in this area there are no lots fronting the east side of Shady Glen Lane; and an existing, established pedestrian trail parallel to and less than 10 feet away from Shady Glen Lane can accommodate pedestrian traffic along this side of the street. The 7’ wide landscaped area between the back of curb and the property line will be used for snow storage, so snow will not be pushed onto the west side sidewalk. 3. Eliminate the east side parking lane. The purpose of the parking lane requirement on each side of the street is to provide adequate parking for lots on each side. Since there are no residential lots on the east side of the street, the east side parking lane is unnecessary and excessive. Eliminating this parking addresses concerns of the adjacent Village Greens Townhouses by reducing vehicular activity, including noise and headlights, immediately adjacent to the existing trail and townhouses. The street elevation is generally below that of the existing trail. Eliminating the east parking lane also reduces storm runoff by reducing impervious area where it is not needed. The unobstructed “through lanes,” required for emergency access, are standard width and are not affected. “No Parking” signage will be installed at regular intervals along the east side of the street. 4. Reduce Shady Glen Lane right-of-way width from 60 feet to 42 feet. The reduction in right-of-way width is appropriate in combination with the above-requested relaxations: with an attached sidewalk on one side and no sidewalk on the other side, in addition to prohibiting parking on the east side of the street adjoining Village Greens, 42 feet is adequate to meet the underlying reasons that justify the 60-foot right-of-way as a City standard. Driving lane widths and the remaining parking lane width are consistent with City standards; they were not reduced to accommodate the reduced right-of-way width. In addition, there is no possibility of increased traffic on this street, so no possible need for widening it. The east side right-of-way extends 7 feet beyond the curb; this area will be used for snow storage. Finally, the narrower ROW allows further protection of critical wetlands and the existing aspen grove. 5. Replace the standard crowned street cross-section with a cross-slope. A cross-sloped street surface is proposed to promote better drainage than a crowned road would provide on this narrower street; this will facilitate long-term street maintenance such as re-paving. Street runoff will be collected exclusively in the west side curb and gutter. Maximum gutter flow depth in a 25-year storm event will meet City standards and allow safe passage of emergency and other vehicles during peak runoff. A cross slope of 3 percent is proposed and meets City standards. 3. Section 38.400.010.A.8, second or emergency access: An emergency access to Bridger Center Drive is proposed as the second access to the site. In the previous submittal for this site (Bridger Meadows), it was the development review committee’s judgement that an emergency access was warranted as the second access to this development. No changes were made to the access or number of residential lots; therefore, we are requesting confirmation that the emergency access as presented remains in compliance. The following reasoning and justification still applies. Public access will be provided to the east through The Links Condominiums, as a proposed extension of their existing access drive. The proposed extension is in accordance with the easement included in 189 Shady Glen PUD – List of Relaxation Requests March 11, 2022 Planned Unit Development Concept Plan Page 4 (49) Links Access Easement. This is the only feasible access along the east property line, which is platted for development around the proposed public access. In looking for a second access, adjoining lands to the west and north are dedicated parks and open space and do not provide any feasible options. At first glance, it appears that a simple solution would be to connect Shady Glen Lane to Boylan Road at the north end of the project. This avenue was pursued by the Applicant on many fronts; however, it was simply not acceptable to the adjacent property owner under any circumstances, and the City of Bozeman did not wish to invoke eminent domain. A second access is not feasible to the south except as an emergency access located between two existing warehouses, within an existing easement to Commercial Drive. It cannot be used for public access due, in part, to physical constraints on the alignment and connection to Commercial Drive that were created when the City vacated an easement providing for realignment and extension of Bridger Center Drive to the Shady Glen site. The proposed emergency access through this route will enhance safety in the area by serving not only the Shady Glen PUD, but at the same time providing a currently unavailable emergency access “through” route to between the existing cul-de-sacs of Bridger Center Drive/Commercial Drive and Birdie Drive. The emergency access to Commercial Drive would be paved with asphalt for its entire length, gated at the property line, and maintained for all-season access. In accordance with Fire Department requirements, the proposed vehicle gate is a swing gate with 20-foot clear width and a Knox padlock to prevent non-emergency/private vehicle use. 4. Section 38.410.100.A.2.c.4, watercourse setbacks and wetland buffers, misc. requirements: The Applicant is requesting a relaxation to the inclusion of immediately adjacent wetlands and a reduction to the 50-foot wetland buffer width, as described below. The proposed watercourse setback and wetland buffer are shown on (58) Ex. 13 Watercourse Setback. Watercourse Setback: Per City code, the watercourse setback must extend to the edge of the 100-year floodplain and must include immediately adjacent wetlands. The Applicant is requesting a relaxation of this requirement and proposes to excavate and place fill within the shallow 100-year floodplain fringe (i.e., outside the FEMA-defined 100-year floodway), which includes immediately adjacent wetlands, on the west side of Lots 3, 4, 5, 8, 9, 10 and 11 of the proposed development to allow for the minimum net density required in R-1 zoning, reasonable building envelopes, and to keep the floodplain outside of lot boundaries, as requested by the City Floodplain Administrator. Work in the excavation and fill areas is described below. Excavation (West of Lot 5): Excavate and remove existing soil from an upland area surrounded on three sides by a “backwater” portion of the existing floodplain. The material being removed is an historic artificial fill from an old road or railroad bed; this fill was placed prior to the current FEMA floodplain mapping and report. The excavated area will be below the 100-year floodplain elevation, creating additional flood storage capacity and a more naturally shaped floodplain boundary. The area will then be planted with wetland vegetation (see Fill Placement below), becoming a new part of the 100-year floodplain. 190 Shady Glen PUD – List of Relaxation Requests March 11, 2022 Planned Unit Development Concept Plan Page 5 The proposed wetland removal and mitigation will result in a net increase of wetlands on the site, more than doubling the project’s 0.91-acre wetland impact area. Fill Placement (West of Lots 3, 4, 8, 9, 10 and 11): Existing wetland vegetation and seed beds will be carefully removed from all impacted site wetlands (0.091 acres) and re-planted in the excavation area west of Lot 5 along with supplemental planting of additional wetland vegetation to fill the area. Following this, a small sliver of fill will be placed along the east edge of the existing floodplain fringe. The combined fill volume below the 100-year flood elevation (i.e., loss of flood storage capacity) will be less than the excavation volume below the 100-year flood elevation west of Lot 5 (i.e., gain in flood storage capacity). In other words, the proposed grading actually increases flood storage volume as compared to existing conditions. A CLOMR permit for earth moving within the floodplain has been obtained from the Federal Emergency Management Agency (FEMA) and is attached as Appendix D. A City floodplain permit has been prepared and is attached as Appendix D. A wetlands delineation and 404 permit have been completed and approved by the U.S. Army Corp of Engineers for the affected wetlands. The delineation is included in this application as (55a) Aquatic Resources Delineation Map, and the approved permit is included as Bridger Center 404 Permit. Wetland Buffer: A relaxation of the 50-foot buffer width to 35 feet is requested to allow for reasonable building envelopes and to achieve minimum net density required in R-1 zoning. The number of residential lots around the cul-de-sac was reduced by one to ensure that all building envelopes would be outside of the proposed 35 ft wetland buffer. In support of the proposed wetland buffer width reduction, the following measures are proposed, incorporated into the project’s Design Guidelines, and will be enforced by the Shady Glen HOA: 1. The Building Design Guidelines will include a requirement, applicable to all lots within the wetland buffer and backing up to existing wetlands, for these lot owners (Lots 3 through 14) to route their roof drainage to rain barrels or on-property infiltration facilities, or to surface drain the runoff to the front side of the lot where it will collect in the street and drain into the underground storage and treatment facility located between Lots 6 and 7. This will greatly reduce the volume of direct runoff toward the wetlands and will ensure effective sediment removal. The underground storage and treatment facility will also greatly reduce peak runoff from most storm events, resulting in a slow release that will further protect existing vegetation downstream of the pipe outfall. 2. The back yard areas of lots near the wetlands will be filled close to street level as part of the infrastructure (street and utility) construction and before lots are developed. This will create a steep fill slope at the back lot lines in the 20’ rear setback area. The slope will be planted with native grasses that will remain in place during and after lot development and will be protected by lot restrictions in the Building Design Guidelines. Storm runoff from top of slope areas likely to be planted with lawn and other non-native plantings will drain as sheet flow over the slope. The 15 to 30 feet or more of native vegetation will intercept, filter and infiltrate the small amount of runoff from the highly pervious back yards, making 191 Shady Glen PUD – List of Relaxation Requests March 11, 2022 Planned Unit Development Concept Plan Page 6 for an effective buffer to protect the undeveloped floodplain and wetland areas from sediment and nutrients. 3. The HOA rules and regulations require homeowners to use phosphorous-free fertilizers in their backyards and to not dispose of trash, grass clippings or yard waste within the wetland buffer. Signage will be posted noting the restrictions of pets from the wildlife refuge, playground area and pond viewing locations. The covenants will include a requirement for lot owners to install and maintain continuous fencing along the wildlife preserve. 4. Construction-related sediment will be intercepted during and after fill placement in accordance with MPDES stormwater discharge requirements. This will include silt fence, wattles or other filtration measures. The treatment measures will be closely monitored and inspected after storm events and repaired immediately as needed to prevent sediment transport into the wetlands. The proposed reduction in wetland buffer width is preferable to additional impacts and off-site mitigation in a wetland bank. It maximizes retention of existing wetlands, while protecting them with an adequate buffer combined with other measures as described above. 192 document 4515 Valley Commons Drive #201, Bozeman Montana 59718 P: 406.585.4161 F: 406.585.6919 www.bechtlearchitects.com March 11, 2022 Statement of Objective Shady Glen Planned Unit Development (PUD) Planned Unit Development Concept Plan and Pre-Application Plan Shady Glen PUD - Objective. The Shady Glen PUD looks to create a distinctive single-family development within an existing zoned R-1 district. As part of its overall planning paradigm, the proposal looks to align many of the proposed design elements with Bozeman’s Community Plan (2009) goals and objectives. The intent is to transform a once landlocked and neglected county island property into an exceptional residential infill neighborhood community while preserving over half of the site as a wildlife refuge. In accordance with the City Planning goals and City Commission objectives, the site has been annexed into the city of Bozeman boundaries which eliminated a county island. The Owner has also taken efforts to clean the property of debris and homeless encampments as well as performed other land restoration measures. The proposed development looks to create a community consisting of 16 single-family residential lots, inclusive of 2 affordable townhomes, and to permanently protect over half the site as a wetland and wildlife refuge. The overall intent is to promote affordability, quality and choice while emphasizing Bozeman’s unique character and lifestyle, ultimately resulting in a residential neighborhood that will preserve existing natural habitat, encourage connection to the outdoors, and invoke a residential character supportive of the City of Bozeman values. The design concept for the Shady Glen PUD: • creates a residential infill project within the project site that preserves existing wildlife habitat. • develops approximately 4.74 acres of the 11.87-acre site, inclusive of infrastructure, into a low-density R-1 neighborhood consisting of 14 single family residential lots and 2 voluntarily provided affordable townhomes, at a density of 3.38 lots per acre. • Provides a transition between adjacent Commercial zoning and adjacent existing parks and residential developments. • Preserves and protects approximately 7.13 acres (60 percent of the total site) into a prime riparian habitat and wildlife refuge directly adjacent to and connects to the Glen Lake Rotary Park and trail system - essentially becoming an extension of the park. 193 Shady Glen PUD – Statement of Objective March 11, 2022 Planned Unit Development Concept Plan Pre-Application Plan Page 2 Figure 1: Shady Glen PUD project site is bounded by commercial development off Commercial Drive to the south, residential development to the east off Birdie Drive, Boylan Road to the northeast, Bridger Creek Home Owners Association Park to the north and Glen Lake Rotary Park to the west. a. Bozeman Community Plan Objectives. 1. See Narrative pages 4, 5, and 6 for summary. b. Ownership 1. The Shady Glen PUD will be administered by the Shady Glen Homeowners Association (HOA). Homesites will be purchased, owned, and maintained by individual entities subject to the Covenants and By Laws of the HOA. Ownership and maintenance of the HOA open space including the wildlife refuge will be administered by the HOA. c. Business, Commercial, and Industrial uses. – Not applicable to the PUD d. Assumptions and rational of choice. See Narrative and Project History. e. Design Criteria – 38.430.090.E 1. NA 2. Evaluation Criteria Response to UDC Section 38.430.090.E.2.a: PUD Review Objectives and Criteria 1. Does The development comply with city design standards? The proposed Shady Glen PUD will be connected to and be served by City utilities. The proposed development is near the proposed public safety center (fire station) and response time is expected to be under 2 minutes. Additionally, the developer looks to enhance and 194 Shady Glen PUD – Statement of Objective March 11, 2022 Planned Unit Development Concept Plan Pre-Application Plan Page 3 exceed city requirements by creating and dedicating 7.13 acres as a wildlife refuge. The streets will be designed and constructed to meet city standards with some relaxations for right of way width, parking and pedestrian facilities, as noted in the Relaxation Request section of this application. Appropriate easements for streets, utilities, emergency access, and trails are provided. See list of relaxations for additional information. 2. Does the project preserve or replace existing natural vegetation? The developer looks to enhance and exceed city requirements by preserving approximately 7.13 acres as a wildlife refuge with woodland and wetland habitat. In addition, the developer plans to incorporate requirements for natural, sustainable, and local vegetation into the development design guidelines. The Design Guidelines will include a list of recommended plant species for all trees, perennials and shrubs that are either native to the region or adapted to our climate and growing zone. Drought tolerant plants will be recommended for most locations on- site with the exception of wet areas where it will make sense to have plants that tolerate wet roots. Plants will be selected for diversity of size, canopy, color and seasonal interest for both the purposes of providing habitat and visual interest. 3. Do the elements of the site plan create a cohesive PUD? The Applicant has incorporated comments obtained from City representatives and the general public through various meetings held throughout the process. Changes were made to the placement and size of the lots, roads, sidewalks, wildlife refuge. The applicant has worked with adjacent property owners and the City to resolve access and easement issues on this central infill project. The project will provide emergency access through an easement to Commercial Drive as recommend by the Fire Department; it will also protect sensitive areas within and adjacent to the East Gallatin River’s 100-year floodplain. In addition, the applicant will establish a maintenance agreement between the HOA and adjacent Owners along the easement to Commercial Drive to maintain the emergency access year-round, both within and outside the property boundary. The site layout protects the wetlands and wildlife habitats, while providing safe and convenient access. Relaxations are requested to accommodate existing site conditions imposed on the site by previous development of surrounding properties, and to provide additional improvements above and beyond the City UDC requirements, to create a superior environment, exceed the requirements of the code standards, and create an excellent living environment within the Bozeman community. 4. Does the design and arrangement of site elements contribute to reduction of energy use? Design Regulations and Guidelines encourage sustainable design practices. Shady Glen encourages designers, builders, and owners to utilize best practices in construction of energy efficient, environmentally friendly, and sustainable buildings when developing homes within the subdivision. Building sustainable homes not only saves money in the long run, but also reduces your impact on the environment and promotes a healthy and vibrant community. Site development should include, but not be limited to utilizing materials and resources in a responsible manner, implementation of right sized building systems, locally sourced, sustainable, and/or recycle materials where appropriate and economically feasible, energy star appliances, water conservation methods, drought tolerant landscapes, and other measures currently endorsed or required by the City. 195 Shady Glen PUD – Statement of Objective March 11, 2022 Planned Unit Development Concept Plan Pre-Application Plan Page 4 5. Does the site plan maximize privacy for the residents? The applicant has made adjustments and modifications with respect to lots, roads and trails to better accommodate privacy, efficiency and limit impacts to the overall site including the wetlands. The arrangement of lots and roads is consistent with recommendations and discussions with city representatives and advisors to the project. See narratives for additional information and details. Landscaping will be used as a visual barrier between Shady Glen Lane and the existing Village Greens Townhouses. In addition, the design guidelines, encourage and outline use of privacy fencing and landscape design elements which can be utilized to create privacy for individual lots, homes and users of the recreational amenities. 6. Does the design provide an area of parkland or open space? The applicant will dedicate over 7.13 acres (60 percent of the site) as a protected wildlife refuge and will provide additional open space and recreational space. This dedicated area exceeds the city requirement per section 38.420.020 and table 38.420.020.A. The required dedication is .03 acres based on the maximum required dedication per acre of 10 Dwellings for R-1 (10 dwellings x .03 acres). The applicant is providing 7.13 acres of wildlife refuge and 0.65 acres of open space which far exceeds the requirements for even 16 dwellings (16 dwellings x .03 = 0.48 acres). In addition, the developer will provide a play area and gathering area accessible by trails at the southeast end of the wildlife refuge. The dedication of this property to open space demonstrates Shady Glen efforts to create a superior environment, exceed the requirements of the code standards, and create an excellent living environment within the Bozeman community. 7. Performance Points Performance Points categorize different ways in which the proposed development exceeds standard subdivision requirements. In our calculations below, we include points for two affordable homes, or single-family dwellings. Since the code requiring affordable homes is no longer enforceable due to changes in state law, we are proposing to include these homes voluntarily. Bridger Center LLC will not be the designated home builder; we are again working with Greg Straton of Kilday Stratton. Plans of the proposed homes are already designed and are included with our submittal. As the Bozeman City code has not yet established the process to voluntarily provide affordable housing, we are submitting our PUD with the intent of working out the details of how this is to be done, with the assistance of Kilday Stratton, the City Planning Department, and City Economic Development. Once the process and details are agreed upon, we will integrate them into the PUD submittal and the entire project including the affordable homes will end up in front of the City Commission for approval. We hope to be the first developer to provide affordable home voluntarily and that this process may serve as a template for future affordable homes. The Shady Glen PUD earns credit for the following performance points, under UDC Section 38.430.090.E.2.a.7 (listed by applicable sub-paragraph). a. Of Shady Glen’s 16 residential lots, the Applicant proposes to provide single-family dwellings on two lots (12.5% of the 16 lots), by long term contractual obligation to an affordable housing agency. Under item (ii), this correlates to 12.5% x 3 points per lot = 37.5 performance points. 196 Shady Glen PUD – Statement of Objective March 11, 2022 Planned Unit Development Concept Plan Pre-Application Plan Page 5 b. Shady Glen’s non-public open space will be platted as Common Open Spaces 03 and 04. These areas total 7.13 acres out of the project’s total area of 11.87 acres, or 60.07 percent. Under item (i), this correlates to 1 x 60.07% = 60.07 performance points. Shady Glen’s public open space will be platted as Common Open Spaces 01, 02 and 04. These areas total 0.65 acres out of the project’s total area of 11.87 acres, or 5.48 percent. Under item (i), this correlates to 1¼ x 5.48% = 6.85 performance points. h. Shady Glen will incorporate integrated and coordinated way-finding measures such as directional and educational sign boards or posts. This correlates to 4.00 performance points. The above calculations result in a total of 108.42 PUD Performance Points earned. The dedication of this property to open space and the exceptional value of the point total (5.4 times the required 20 points) demonstrates the Applicant’s efforts to create a superior environment, exceed the requirements of the code standards, and create an excellent living environment within the Bozeman community. We are proud to say that it is likely that the 108.42 points would be the highest PUD point total ever for a PUD in Bozeman, and the ratio of PUD performance points to relaxations (108.42/4 = 27.1) is likely to be the highest ever for a PUD in Bozeman as well! 8. Is the development being properly integrated into development and circulation patterns of adjacent and nearby neighborhoods? The development will correct the isolation imposed on this property by decisions made over the years that resulted in very limited access and easement connections to adjacent properties. The applicant has made exemplary efforts to incorporate comments obtained from the City representatives through various meetings. The modifications suggested and discussed with city representatives including placement of the lots, roads, sidewalks, wildlife refuge, and wetlands have been incorporated. The project will provide a gated emergency access and will address sensitive lands as stated elsewhere in this application. As noted in this and the original documents, the applicant has worked with adjacent property owners and the City to resolve access and easement issues. The site layout meets UDC code requirements where applicable and relaxations are requested where necessary to protect and enhance the wetlands and wildlife habitats, provide safe and convenient access and improve the property with respect to the City Community Plan. Relaxations are requested to accommodate existing site conditions imposed on the lot by previous development of surrounding properties and to provide additional improvements above and beyond the City UDC, creating a superior new residential infill development. 197 March 11, 2022 Parkland Narrative Shady Glen Planned Unit Development Planned Unit Development Concept Plan Pre-Application Plan Section 38.420.030. – Cash Donation In-lieu of Land Dedication. In response to direction provided by the City of Bozeman Planning Department in their letter dated March 3, 2020, the applicant is requesting to provide cash in-lieu of a land dedication. Per the March 3, 2020 letter, “The DRC would be in support of eliminating the requirement for dedicated parkland and receiving cash-in-lieu for parkland. The area that is within the floodway, floodplain, and watercourse could be a combined open space lot. This open space lot would require a deed restriction for wetlands to be associated with it.” After various iterations of the design for Shady Glen (previously known as Bridger Meadows) and having multiple discussions with city planning representatives, per recommendation we have chosen to provide cash in-lieu of parkland dedication. By providing fair market cash value in-lieu of parkland, we intend to preserve the existing federally protected wetlands as a wildlife refuge and preserve an extension of the natural riparian corridor surrounding the East Gallatin River, thus complementing the natural areas of the Glen Lake Rotary Park. • Dedicated parkland has been removed from the application and the Applicant is requesting a cash in lieu of dedicated parkland per UDC 38.420.030 and per recommendation in the City’s March 3, 2020 memo. o Trails encroaching on the wildlife habitats have been eliminated further protecting the refuge from human intrusion. o The proposed wildlife refuge area has been increased to a total of 7.13 acres. o A community picnic and play area is proposed to be constructed at the southeast corner of the property at the perimeter of the wildlife refuge area. This area will be adjacent to the emergency access connecting to Commercial Drive and offer community members opportunity to socialize, experience/view the habitat and provide educational opportunity through its use. o The wildlife refuge will be owned and maintained by the Shady Glen HOA. Appropriate Deed restrictions will be implemented. o In comparison to the previous Bridger Meadows proposal, the design of Shady Glen has been revised to provide greater view corridors into the pond and expanded open space, including nearly the entirety of the existing Aspen Grove. o The Shady Glen HOA will require homeowners with lot lines adjoining the wildlife preserve to provide fencing to protect wildlife from pets and vice versa. References to Commission Resolution No. 4784 and DRC Letter Dated December 22, 2020. The Applicant is submitting a request for Cash in Lieu of dedicated parkland in accordance the above referenced UDC section as per the City Commission Resolution No. 4784. 198 Shady Glen PUD – Parkland Narrative March 11, 2022 Planned Unit Development Concept Plan Pre-Application Plan Page 2 Section I – Review Factors • The Dedication of the Wildlife Refuge along with the Cash in Lieu, is a solution that is of mutual benefit to the City and the Developer. o The DRC and City have indicated support for eliminating the Parkland requirement in exchange for Cash In Lieu. o the project will create a unique neighborhood amenity through the preservation of approximately 7.13 acres (60.2% of the total site), exclusive of the play area and gathering space, as a prime riparian habitat and wildlife refuge. o The wildlife refuge will protect the wildlife movement areas and the existing federally protected wetlands, water bodies, and wildlife habitat from negative human impacts. o The creation of the wildlife refuge meets or exceeds several objectives with the Bozeman Community Plan, including protection of wildlife habitat and natural areas LU 4.1, creation of well-defined neighborhoods LU 4.3, and protect, restore, and enhance the benefits of wetlands by creation of the wildlife and federally protected wetlands E 1.2. • The desire and suitability of the land within the proposed development is ideally suited for a wetland and wildlife refuge. • The development is in close proximity to existing parks and recreation facilities. o The proposed development is directly adjacent to the Glen Lake Rotary Park. o The Proposed development is approximately .16 miles from Story Mill Park, which will also serve as the Shady Glen Neighborhood Center per UDC Section 38.410.020. o The proposed development is approximately 0.15 miles away from the Bridger Creek Golf Course. • The parks near the proposed development offer numerous and varied functions and facilities in accordance with the City’s Park Master Plan. • The wildlife refuge and other open spaces within the development will be maintained by the Shady Glen HOA. • The Cash in Lieu and dedication of the wildlife refuge is an expressed preference of the City Parks. Section 2 – Definitions • Not Applicable Section 3 – Guidance for Application Factors • The proposed Cash in lieu is consistent with the density requirements of the BMC. • The development will maintain the wildlife refuge along as well as the open space within the development including the gathering area and play area. • Due to existing wetlands and other property constraints, the requirements for frontage and accessibility etc. are difficult and impractical to achieve in a desired or functional manner. • Although the wetlands and wildlife refuge will essentially become an extension of the Glen Lake Park, the city has indicated a preference not to accept the 7.13 acres as parkland. • The proposed development will provide trail connectivity to the adjacent park. • Travel distance to adjacent parks (Story Mill and Glen Lakes) are both within ¼ mile. • The proposed development is within an area adequately served by the City Park Master Plan. 199 Shady Glen PUD – Parkland Narrative March 11, 2022 Planned Unit Development Concept Plan Pre-Application Plan Page 3 • The Proposed development will provide a gathering area and play area within the development which will be maintained by the Shady Glen HOA. • City representatives have determined that the wetlands and wildlife refuge are not suitable for parkland due to environmental and natural resources constraints. • The Cash in Lieu and dedication of the wildlife refuge is an expressed preference of the City Parks Department. Section 4 – Improvements in Lieu • Not Applicable to this Application, Section 5 – Effective Date April 11, 2017 • Not Applicable to this Application. 200 12SD12SD12SD8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8WWVWV8W 8W 8WCPBFC 8S 8S 8S 8S 8S 8S 8 S 8 S 8 S 8S 8S 8S 8S 8S 8S 8S 8S [][][][][][]GWGWGWGWGWGWGWGWGWGWGWGWGWGWGWGWGWGWGWCOMMON OPEN SPACE 05 0.01 acs. LOT 16 0.11 acs. COMMON OPEN SPACE 03 7.13 acs. COMMON OPEN SPACE 04 0.27 acs. COMMON OPEN SPACE 01 0.06 acs. LOT 1 0.20 acs. LOT 60.24 acs. LOT 140.23 acs.EMERGENCY ACCESSLOT 9 0.15 acs. LOT 15 0.12 acs. LOT 4 0.24 acs. LOT 3 0.27 acs. PUBLIC R-O-W LOT 2 0.21 acs. LOT 5 0.30 acs. S 3 3 ° 2 3 '0 6 "E 20 3 . 7 2 'N16°26'05"E 146.30'N0°31'15"E 106.00'LOT 8 0.15 acs. LOT 10 0.15 acs. COMMON OPEN SPACE 02 0.32 acs.LOT 7 0.14 acs. C19N8°02'30"E70.67'12 9 . 9 3 ' C18N0°29'42"E123.69'38.24'73. 7 9 ' C17 N89°30'10"W 37.47' C16N19°30'05"W108.12'N86°40'45"E 30.23' 75.09' C15 N64° 3 0 ' 0 5 " W 111. 6 2 '83.66'N86°40'45"E 75.23'C14S70°29'5 5 " W 123.85'75.18'62.64'S10°29'55"W55.05'S82°29'55"W 46.35' S70°29'55 " W 77.05' N 3 2 ° 5 1 ' 02 "W 6 2 . 7 4 '30.82'C1 3 N60 ° 5 8 ' 3 9 " W 79.5 4 ' C12 C11 S89°30'08"E 31.92'C10 S17°42'44"W69.37'S37°11'24" W 68.73'N60°58'39"W5.05' C9 S4 2 ° 3 0 ' 5 7 " E 44 . 1 9 'S3 3 °2 3 ' 1 6 " E 5 5 . 0 0 ' S56°36'54"W 10.00' N74°36' 0 0 " W 97.83' N52°48'36"W 20.00' N37°11'24"E 29.28' S56°3 6' 5 4 " W 108.0 0'S33 °23 ' 1 2 " E 5 5 . 00 ' S56°3 6' 5 4 " W 108.0 0' N 3 3 ° 2 3 '16 "W 6 0 . 0 0 ' S 3 3 ° 2 3 '1 2 "E 6 0 .00 ' S56°3 6' 5 4 " W 108.0 0'N3 3 ° 2 3 ' 1 6 "W 6 0 .00 ' S 3 3 ° 2 3 '1 2 "E 6 0 .0 0 ' S56°3 6' 5 4" W 108.0 0' N 3 3 ° 2 3 '16 "W 6 0 . 0 0 'S33°23 ' 1 2 " E60. 0 0 ' S56°3 6' 5 4 " W 108.0 0'N3 3 ° 2 3 '1 6 "W 55 .0 0 'S33° 23 ' 1 2 " E55. 0 0 ' N56°36'54"E13.33'S33 ° 2 3 ' 1 2 "E55. 0 0 ' S56°3 6' 5 4 " W 139.6 6'N14°57'00"W57.98'N14°57'00"W57.98'S3 3 ° 2 3 ' 12 " E 5 5 .00 ' S56°3 6' 5 4 " W 158.0 0' S 3 3 ° 2 3 '1 2 "E 25 . 3 5 'C8 S42° 36'5 4" W 27.73'C7S56°3 6' 5 4 " W 50.00' N5 6 ° 5 7 ' 1 5 " W 74. 0 6 ' N56°57'15"W 13.22'C6S1°22'35"W21.77' S14°52'54"W 41.30' N89°31'04"W 231.85' N0°28'56"E 20.00' S89°31'04"E 102.56' N45° 28' 56" E 31.11'N17°07'45"E60.65'C5 S42°36'54" W 26.70'C4S1°22'35"W 61.39'N89°31'04"W 34.65' C3 S32°11'12"W38.08'S0°26'30"W 90.61'N89°31'04"W 42.84' C2 S0°26'30"W 110.65'N89°31'04"W 44.00' S0°26'30"W16.92' C1 N58°31'30"W 25.63' S89°41'20"E 28.44' N89°31'04"W 484.36'N0°31'15"E787.96'S0°26'30"W49.58'S89°30'18"E 285.34' S 3 3 ° 2 3 '0 6 "E 53 1 . 8 9 ' N56°3 6' 4 8 " E 108.0 0' LOT 13 0.19 acs. LOT 12 0.16 acs. LOT 110.14 acs. PARCEL CURVE DATA SEGMENT C1 C2 C3 C4 C5 C6 C7 C8 C9 C10 C11 C12 C13 C14 C15 C16 C17 C18 C19 LENGTH 7.43 27.00 26.39 63.04 25.04 26.62 54.43 22.97 74.70 23.67 14.73 65.71 62.83 47.12 47.12 76.19 19.95 14.73 91.42 RADIUS 125.50 174.50 174.50 85.65 174.50 110.12 110.12 174.50 120.00 120.00 16.00 60.00 60.00 60.00 60.00 60.00 151.50 16.00 151.50 DELTA 003° 23' 35.27" 008° 51' 54.90" 008° 39' 48.29" 042° 10' 24.12" 008° 13' 21.02" 013° 51' 11.13" 028° 19' 12.99" 007° 32' 34.12" 035° 39' 57.18" 011° 18' 13.28" 052° 45' 00.69" 062° 45' 06.02" 060° 00' 00.00" 045° 00' 00.00" 045° 00' 00.00" 072° 45' 09.95" 007° 32' 39.72" 052° 45' 15.28" 034° 34' 25.22" TOTAL 517,155.45 11.872 PARCEL AREA DATA LOT COMMON OPEN SPACE 01 COMMON OPEN SPACE 02 COMMON OPEN SPACE 03 COMMON OPEN SPACE 04 COMMON OPEN SPACE 05 EMERGENCY ACCESS LOT 1 LOT 2 LOT 3 LOT 4 LOT 5 LOT 6 LOT 7 LOT 8 LOT 9 LOT 10 LOT 11 LOT 12 LOT 13 LOT 14 LOT 15 LOT 16 PUBLIC R.O.W. AREA (SQ. FT.) 2,625.04 14,019.66 310,550.38 11,559.85 243.67 4,208.32 8,730.57 9,116.26 11,748.96 10,387.08 12,923.44 10,387.44 5,940.15 6,479.92 6,479.87 6,479.82 5,939.78 7,177.32 8,185.75 9,821.79 5,249.91 4,930.45 43,970.02 AREA (AC.) 0.060 0.322 7.129 0.265 0.006 0.097 0.200 0.209 0.270 0.238 0.297 0.238 0.136 0.149 0.149 0.149 0.136 0.165 0.188 0.225 0.121 0.113 1.009 50 10025500 SCALE IN FEET VERIFY SCALE! THESE PRINTS MAY BE REDUCED. LINE BELOW MEASURES ONE INCH ON ORIGINAL DRAWING. MODIFY SCALE ACCORDINGLY! 2022COPYRIGHT © MORRISON-MAIERLE, INC., SHEET NUMBER PROJECT NUMBER DRAWING NUMBER DATEDESCRIPTIONNO.BY N:\5311\001.01 - PUD\ACAD\SHEETS\5311-001_LOT LAYOUT.DWG PLOTTED BY:MIKE G. HICKMAN ON Mar/07/2022 REVISIONS DRAWN BY: DSGN. BY: APPR. BY: DATE: Q.C. REVIEW DATE: BY: 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net engineers surveyors planners scientists MorrisonMaierle SHADY GLEN PUD BOZEMAN MONTANA SITE PLAN - LOT LAYOUT 5311.001.01 ---- SP-1 CJF MGH JRN 01/2022 SHADY G LEN LANE VILLAGE GREENS TOWN HOUSES B O Y L A N R O A D BRIDGER CENTER SUBDIVISION EXISTING WOOD FENCE TO COMMERCIAL DRIVE THE LINKS CONDOMINIUMS 20 ' 50'60'BRIDGER CREEK SUBDIVISION EAST GALLATIN RECREATION AREA20.0' REAR BUILDING SETBACK (TYP.) 5.0' SIDE BUILDING SETBACK (TYP.) 15.0' FRONT BUILDING SETBACK (TYP.) PROPOSED 8.0' WIDE CROSSWALK. CENTERLINE @ STA: 17+58.00 TO BIRDIE DRIVE 10' DRAINAGE EASEMENT SURFACE RETENTION BASIN 5' DRAINAGE EASEMENT DETENTION BASIN (FOR BRIDGER CENTER SUBDIVISION) DRAINAGE EASEMENT DETENTION POND (BRIDGER CREEK SUBDIVISION) UNDERGROUND DRAINAGE FACILITY 10' U TI LI T Y E A S E M E N T D R A I N A G E D I T C H EXISTING POND 201 [][][][]GWGWGWGWGWGWGWGWGWGWGWGWGWGWGWGWSSS8S 8S 8S 8S 8S 8S 8S 8S 8S 8S 8S8S8S8S12SD 12SD8W 8W 8W 8W8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W 8W WVWVWSWS 8W 8W CP BFC WS (PARK) B O Y L A N R O A D VI L LAGE CREEKTOWNHOUSESBIRDIE DRIVETHE LINKS CONDOMINIUMS BRIDGER CENTER SUBDIVISION EXISTING C.O.S. 885 (12.00 ACRES) 60 12030600 SCALE IN FEETM-1M-149' PUBLIC ACCESS AND UTILITY EASEMENT EXISTING 30' UTILITY EASEMENT EXISTING TRAIL (TYP.) EMERGENCY ACCESS GATE EXISTING 60' WIDE ACCESS AND UTILITY EASEMENT EXISTING ACCESS (UN-NAMED) PLAT F7, P218 (COUNTY PARCEL) CONNECT TO EXISTING WATER MAIN CONNECT TO EXISTING SANITARY SEWER MANHOLE (6' DEPTH TO INVERT) CONNECT TO EXISTING WATER MAIN PL1R-1 R-SM-1R-3M-1ZONING DESIGNATION (TYP.) MATCH EXISTING ASPHALT STA: 20+71.16 EAST GALLATIN RIVER EXISTING DRAINAGE EASEMENTS EXISTING ONSITE DETENTION BASIN EXISTING OFFSITE DETENTION BASIN FIRE HYDRANT FIRE HYDRANT EXISTING FIRE HYDRANT (DRAINAGE / OPEN SPACE) TRAIL FIGURE NUMBER © PROJECT NO.DRAWN BY: DSGN. BY: APPR. BY: DATE: COPYRIGHT MORRISON-MAIERLE, INC.,2022 N:\5311\001.01 - PUD\ACAD\Exhibits\EXHIBIT-6_AFFORDABLE-HOUSING.dwg Plotted by mike g. hickman on Feb/17/2022 engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net 5311.001 EX. 6 SHADY GLEN PUD BOZEMAN MONTANA AFFORDABLE HOME LOCATION EXHIBIT CJF MGH MGH 01/2022 LOT 1 LOT 2 LOT 3 LOT 4 LOT 5 LOT 6 LOT 7 LOT 8 LOT 9 LOT 10 LOT 11 LOT 12 LOT 13 LOT 14 LOT 15LOT 16202 DRIVING LANE DRIVING LANE 2% C.O.B. STD. CATCH CURB AND GUTTER C.O.B. STD. SPILL CURB AND GUTTER6" OF 1.5"- MINUS BASECOURSE 3" ASPHALT 18" OF 6"- MINUS PITRUN FABRIC, CONTECH C-200 MARAFI 500X OR APPROVED EQUAL, AS REQUIRED BY ENGINEER 9" 29' TBC-TBC 42' PUBLIC ACCESS & UTILITY EASEMENT PARKING 3% 10'10'8' 5' SIDEWALK 2% NORTHEAST 1' SOUTHWEST 7' 24.5'17.5' FINISHED GRADE PER PLAN FINISHED GRADE PER PLAN (4:1 MAX. SLOPE) CL © PROJECT NO. FIGURE NUMBER COPYRIGHT MORRISON-MAIERLE, INC.,2022 N:\5311\001.01 - PUD\ACAD\Exhibits\FIGURE-2_TYP. STREET SECTION.dwg Plotted by mike g. hickman on Jan/31/2022 DRAWN BY: DSGN. BY: APPR. BY: DATE:engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net 5311.001 2 SHADY GLEN PUD EXHIBIT F SHADY GLEN LANE - TYPICAL SECTION BOZEMAN MONTANA CJF MGH MGH 01/2022 NOTE: THERE WILL BE A SHORT TRANSITION AT EACH END TO MATCH ADJACENT TYPICAL SECTIONS (FIGURES 1 AND 3). 203 SSSS8S8S8S8S8S8S8S8S8S8S8S8S8S8S8S8S8S8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8W8WWSWS8W 8W 8WMWSWSW VWV 9+0010+0011+0012+00 13+ 0 0 1 4+0 0 15+0016 + 00 17+ 0 0 18 + 0 0 19+00 20+00 20+68 PC: 11+46.47 PT: 1 2+93 . 28 PC: 1 7 + 43 . 2 5 PT: 18+90.460+001+002+003+00PC: 0+51.29PT: 1+23.27-0+100+001+001+6112SD 12SD 12SD[][][][][][]4'SPRSPRSPRSPRSPRSPR4'6'6'COMMON OPEN SPACE 037.13 ACRESBOYLAN ROADLOT 6.24 ACRESLOT 7.14 ACRESLOT 10.15 ACRESEXISTING PONDLOT 2.21 ACRESLOT 3.27 ACRESLOT 5.30 ACRESLOT 4.24 ACRESLOT 8.15 ACRESLOT 9.15 ACRESLOT 11.14 ACRESLOT 12.16 ACRESLOT 13.19 ACRESLOT 14.23 ACRESLOT 15.12ACRESLOT 16.11ACRESVILLAGE CREEKTOWNHOUSESLOT 1.20 ACRESPUBLIC ROW1.01 ACRESSHADY GLEN LANEBRIDGER CENTERSUBDIVISION5' WIDE TRAIL, FIELD FIT TRAIL.OPEN SPACE 01.06 ACRESDESIGNATEDPUBLIC ACCESSEASEMENTEXISTING ASPEN GROVE - ALLTREES OUTSIDE OF GRADINGEXTENTS TO BE MAINTAINED ASSITE AMENITYOPEN SPACE 05.01 ACRESEMERGENCY ACCESS.09 ACRESLIMIT OF GRADING TO MATCHEXHIBIT C CURRENTLYPROPOSED GRADING LIMITSPROPOSEDENTRY SIGNCOMMON OPENSPACE 04 .27ACRESCOMMON OPEN SPACE 02.32 ACRESPROPOSED 8'CROSSWALK, SEE CIVILWSHADY GLEN WILDLIFEREFUGEZONE 1WATERCOURSESETBACK LINEEXISTING 100 YRFLOODPLAINPROJECT DATASHADY GLEN PUDPROJECT OWNERBridger Center, LLC1450 Cherry DriveBozeman, MT 59718ENGINEERMORRISON-MAIERLE INC.Mike G. Hickman2880 Technology Blvd. WestBozeman, MT 59716(406) 587 - 0721ARCHITECT/PLANNINGBechtle Architects4515 Valley Commons Drive, Suite 201Bozeman, MT 59715(406) 585 - 4161LANDSCAPE ARCHITECTDESIGN 5, LLCTroy Scherer37 East Main Street, Suite 10Bozeman, MT 59715(406) 587 - 4873SHEET INDEXL000-SITE PLANL001- NOTES AND LEGENDSL300- OPEN SPACE 01 LANDSCAPE ENLARGEMENTL301- OPEN SPACE 04 LANDSCAPE ENLARGEMENTL302- OPEN SPACE 02 LANDSCAPE ENLARGEMENTL500- LANDSCAPE DETAILSL501- LANDSCAPE DETAILSL600- IRRIGATION WATER USAGESHADY GLEN SUBDIVISIONTRACT 12AC OF THE CERTIFICATE OF SURVEY NO. 885,SITUATED IN THE SE 1/4 OF SECTION 31, TOWNSHIP 1 SOUTH,RANGE 6 EAST, PRINCIPAL MERIDIAN, CITY OF BOZEMAN,GALLATIN COUNTY, MONTANAZONING: CITY OF BOZEMAN R-1SitePlanL000design5la.com406.587.4873dateissuedrawn by:checked by:filename:z:\bridger meadows pud\autocad\01_sheets\l000_bridger meadows pud_landscape.dwg Shady Glen PUD Bozeman, Montana KHM/HU TMS 02/21/22Prelim PUDFOR PLANNINGREVIEW ONLY50250100N1L0001" = 50'-0"Site Plan204 FIGURE NUMBER © PROJECT NO.DRAWN BY: DSGN. BY: APPR. BY: DATE: COPYRIGHT MORRISON-MAIERLE, INC.,2022 N:\5311\001.01 - PUD\ACAD\Exhibits\EXHIBIT-A_AQUATIC-RESOURCES-DELINEATION-MAP.dwg Plotted by cody farley on Jan/27/2022 engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net 5311.002 EX. A CJF BOZEMAN MONTANA EXHIBIT A - AQUATIC RESOURCES DELINEATION MAP MGH SHADY GLEN PUD MGH 01/2022 100 200501000 SCALE IN FEET DELINEATED WETLAND BOUNDARY LEGEND ESTIMATED WETLAND BOUNDARY WETLAND - 1 (EST. 1.11 AC.) WETLAND - 2 (EST. 1.87 AC.) WETLAND - 3 (0.22 AC.) WETLAND - 4 (0.01 AC.) WETLAND - 4a (0.05 AC.) NWW-1 NWW-1a CONSTRUCTED STORM WATER BASIN 30' UTILITY EASEMENT ESTIMATED UPLAND AREAS NWW-1 (EST. 30 L.F.) NWW-1a (EST. 75 L.F.) NOTE: DELINEATION CONDUCTED 10/05/2018 AND 04/27/2019 BY TERRAQUATIC, LLC. DP EST. = ESTIMATED AC. = ACRES NWW = NON-WETLAND WATERWAY L.F. = LINEAR FEET DP = USACE DATA POINT LOCATION DP-1w DP-1u DP-3u DP-2w DP-4w DP-4u DP-3u DP-3w DP-4A-w DP-4A-u 205 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 1 of 10 Application No. 22102 Type Concept Planned Unit Development Project Name Shady Glenn PUD Summary A Concept PUD to create a major subdivision that includes 16 single-family household lots, two of which are affordable housing lots, on 11.87 acres. The development also includes a 7.13 wildlife refuge and wetland preservation site and 1.76 acres of open space. There are seven relaxations identified with this application. Zoning R-1 Growth Policy Urban Neighborhood Parcel Size 11.87 acres Overlay District(s) None Street Address NA Legal Description S31, T01S, R05E, C.O.S. 885 TRACT NW4SE4, 12 acres, Bozeman, Gallatin County, Montana. Owner Thomas Murphy, 280 W. Kagy Blvd, Suite D-105, Bozeman, MT 59715 Applicant Bectle Architects, 4515 Valley Commons Drive, Bozeman, MT 59718 Representative Morrison-Maierle, 2880 Technology Blvd, Bozeman, MT 59718 Staff Planner Sarah Rosenberg Engineer Mikaela Schultz Advisory Boards Board Date Recommendation Development Review Committee April 20, 2022 Review comments only Community Development Board June 6, 2022 Advisory comments only, no motion is made Recommendation There is no recommendation regarding the concept PUD application. Per 38.430.040, the Community Development Board will provide guidance and comments for the application. Full application and file of record: Community Development Department, 20 E. Olive St., Bozeman, MT 59715 206 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 2 of 10 Executive Summary The property owner and applicant submitted an application for the construction of 16 single-family units on 16 lots, two of which are affordable housing lots. The site is 11.87 acres and contains a 7.13 wildlife refuge and wetland preservation site, and 1.76 acres of open space. The site is presently vacant and surrounded by residential subdivisions to the north and east, commercial development to the south, and Glen Rotary Park to the west. The site accesses from Birdie Drive to the east. There are seven relaxations identified with this application. 1. 38.400.010.A.2. Relaxation from constructing Commercial Drive/Endurance Lane as a public local street. 2. 38.400.010.A.8. Relaxation from the requirement for a second means of public access to the site and instead provide emergency access. 3. 38.400.050.A. Relaxation from the right-of-way width of Shady Glen Lane to be 42 feet where 60 feet is required. 4. Relaxation from the requirement for a second means of public access to the site and instead provide a gated emergency access at Commercial Drive/Endurance Lane. 5. 38.400.010.A.9. Relaxation from the requirement to provide a sidewalk along both sides of the street and instead only on one side of the street. 6. 38.410.040.B. Relaxation from the block length requirements to allow a 750-foot-long block. 7. 38.410.100.A.2.c. Relaxation of the watercourse setback from 50 feet to 35 feet. The applicant identified a relaxation to allow a cul-de-sac. Upon further review by the Engineering Division, no relaxation is necessary. A cul-de-sac is allowed when the topography, the presence of critical lands, access controls, or the proximity to parks and open spaces precludes a through street. Based on the reasons cited below, the Engineering Division has determined that a cul-de-sac is sufficient for approval. 1. The culs-de-sac is necessary due to adjacency to park, open space and site constraints. The applicant does not have legal access to Boylan Road at the terminus of the proposed culs-de-sac due to adjacent private open space. 2. The culs-de-sac is necessary due to topography. Extending the roadway at the culs-de-Sac terminus location across the East Gallatin River and associated floodplain would be detrimental to critical lands. 3. The pedestrian walk will provide a multimodal egress from the end of the cul-de-sac. 4. The culs-de-sac radius is sufficient for emergency services to turn-around. In July 2021, this applicant brought a PUD for this same site to the City Commission (20350). The 20350 PUD included 16 lots with six relaxations. In the current submission, the site layout is very similar to that denied. The City Commission reviewed and denied the 20350 application, finding that the project had negative impacts on the wetlands and natural features, that the relaxations requested were incompatible with the standards of the Unified Development Code, and that the intent of the PUD was not met. The analysis and summary findings of the City Commission is located here. Since the new submittal changed very little from the design denied by the City Commission, the Development Review Committee (DRC) is not in support of this 2022 application as it is proposed. Staff requests that the applicant address the concerns outlined by the City Commission Findings of Fact report, comments made by the DRC, and this staff report with subsequent applications. In summary, the DRC recommends that the applicant analyze the following with a further analysis detailed below. 1. The large lot sizes intrude into the floodplain and watercourse setback. Smaller lot sizes reduce the amount of lot area that goes into the floodplain and watercourse setback, which could alleviate negative impacts on the sensitive lands. 207 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 3 of 10 2. The large lot sizes result in a longer block length. Smaller lots would lessen the length of the block, which could provide better emergency services. 3. Smaller lot sizes could result in the right-of-way width meeting or closely meeting standards, which could help protect the health, safety, and welfare of the community. 4. Reducing the number of lots could result in fewer relaxation asks and conform better to standards. The purpose of the review by the Community Development Board for the Concept PUD is for discussion of the applicant’s proposal to provide general comments and offer the applicant the opportunity to identify major problems that may exist and identify solutions prior to preliminary PUD application. The comments provided by the DRC and the rest of this staff report indicate that changes are needed to the design. 208 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 4 of 10 Figure 1: Current Zoning Map 209 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 5 of 10 Figure 2: Proposed site plan 210 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 6 of 10 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 Urban Neighborhood Yes Zoning R-1 (Residential Low Density District) Yes Comments: The proposed residential use complies with the adopted growth policy. 2. Conformance with Article 1 - All other applicable laws, ordinances, and regulations (38.100.080) Meets Code? Condominium ownership NA Comments: NA 3. Conformance with Article 2, including the cessation of any current violations (38.200.160) Meets Code? Current Violations NA NA Comments: NA 4. Conformance with Article 2 - Submittal material (38.220) requirements and plan review for applicable permit types (38.230) Meets Code? Planned Unit Development No Submittal requirements 38.220.100 Yes Phasing of development 38.230.020.B No. of phases: 1 Yes Comments: The PUD criteria analysis is outlined below in section 6d. 5. Conformance with Article 3 - Zoning Provisions (38.300) Meets Code? Permitted uses 38.310 Residential Yes Form and intensity standards 38.320 Zoning: Setbacks (feet) Structures Parking / Loading NA Front 15’ 20’ Rear 20’ 20’ Side 5’ 5’ Density: 5 dwellings per net acre Lot size 4000 sf - 2700 sf Yes Comments: A building envelope on the site plan displays the setbacks met. Although the density meets the requirements for the R-1 zone district, based on the City Commission findings and staff’s analysis, it is highly recommended that there is a decrease to the amount of lots and lot size. 211 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 7 of 10 The lot sizes vary from 4200 square feet to 13,000 square feet. The minimum lot size for the R-1 zone district is 4000 square feet and 2700 square feet for a dwelling that satisfies affordable housing requirements. There is the ability to make the lots smaller and still meet lot size requirements. This approach would likely result in the need for a relaxation request from density standards. The DRC could be in support of the density standard relaxation based on the applicant’s justification. Applicable zone specific or overlay standards 38.330-40 NA Comments: NA General land use standards and requirements 38.350 NA Comments: The Preliminary PUD requires a Development Manual that details the design of the development. A review of future building permits will determine compliance for single to four household residential uses. Affordable Housing 38.380.010 NA Affordable housing plan NA Comments: The applicant proposes two lots as affordable housing to account for PUD Performance Points. An Affordable Housing Plan is review with the Preliminary PUD application. 6a. Conformance with Article 4 - Community Design Provisions: Transportation Facilities and Access (38.400) Meets Code? Streets 38.400.010 No Street and road dedication 38.400.020 Yes Access easements Yes Level of Service 38.400.060 Yes Transportation grid adequate to serve site No Sidewalks 38.400.080 No Drive access 38.400.090 Access to site: 2 Fire lanes, curbs, signage and striping Yes Comments: Access to the site is through an extension off Birdie Drive through the Links Condominium development to the east. A public access easement is included to grant access to the property. As there are no secondary public access points off Boylan Road, a cul-de-sac is necessary because a through street is not feasible due to site constraints. There are five relaxation requests that encompass transportation facilities and access. 1. 38.400.010.A.2. Relaxation from constructing Commercial Drive/Endurance Lane as a public local street. 2. 38.400.010.A.8. Relaxation from the requirement for a second means of public access to the site and instead provide a gated emergency access at Commercial Drive/Endurance Lane. 3. 38.400.050.A. Relaxation from the right-of-way width of Shady Glen Lane to be 42 feet where 60 feet is required. 4. 38.400.050.A. Relaxation from the right-of-way width of Commercial Drive/Endurance Lane Street to be 20 feet wide where 60 feet is required. 5. 38.400.010.A.9. Relaxation from the requirement to provide a sidewalk along both sides of the street and instead only on one side of the street. Since there are site constraints and a lack of other options for legal access to the north, it is difficult to meet all transportation standards. Nevertheless, with 16 lots proposed, limited access and a narrower than standard street cross-section, collectively there is a situation contrary to the intent and purpose of the standards that negatively affect the public health and safety. 212 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 8 of 10 It is recommended that the number of lots be decreased and additional emergency measures put in place (i.e. sprinkle the houses) to alleviate hazards. The DRC review of the project states that there is insufficient material to be able to justify the relaxations and requests that additional information be provided that includes:  Applicant must justify why the street via Commercial Drive/Endurance Lane and Shady Glen Lane cannot be constructed as local public street section.  Applicant must provide information such as adjacent slopes, drainage patterns, relation to established flood elevations, and how the City stormwater standards from ROW drainage are being met, both quantity and quality. Street vision triangle 38.400.100 NA Transportation pathways 38.400.110 Yes Pedestrian access easements for shared-use pathways and similar transportation facilities Yes Public transportation 38.400.120 NA Comments: The East Gallatin trail along the north side of the road provides public pedestrian circulation to and around the development. There is a sidewalk along the south side of the street in front of the houses. 6b. Conformance with Article 4 – Community Design Provisions: Community Design and Elements (38.410) Meets Code? Neighborhood centers 38.410.020 Yes Comments: Since the development is within one-half mile of Story Mill Park, an additional neighborhood center is not required. Lot and block standards 38.410.030-040 No Midblock crossing: rights of way for pedestrians alternative block delineation Yes Comments: The development does not meet block length standards, as it is longer than 400 feet. Block lengths may be longer than 400 feet if necessary due to topography. Relaxation number fix requests allowance for a longer block length. To provide better pedestrian connection, a midblock crossing connects from the East Gallatin Trail that runs along the north side into the development. This application is very similar to the denied application in which the City Commission found that the narrower street section, limited access to the development, and longer block length, the convenient movement of traffic and the effective provision of emergency services are severely impacted. The proposed design does not ensure a high level of multi-modal connectivity or alleviate any impacts to the development as it relates to street connectivity, multimodal transportation and pedestrian circulation for the safety of pedestrians. 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 Provisions for utilities including efficient public services and utilities 38.410.050-060 NA Easements (City and public utility rights-of-way etc.) NA Water, sewer, and stormwater NA Other utilities (electric, natural gas, communications) NA CIL of water rights (CILWR) NA Comments: Utilities and public service infrastructure is reviewed with the subdivision application. Municipal infrastructure requirements 38.410.070 NA Comments: Municipal infrastructure is reviewed with the subdivision application. 213 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 9 of 10 Grading & drainage 38.410.080 NA Location, design and capacity of stormwater facilities NA Stormwater maintenance plan NA Landscaping: native species, curvilinear, 75% live vegetation 38.410.080.H NA Comments: Grading, drainage, and stormwater are reviewed with the subdivision application. Watercourse setback 38.410.100 No Watercourse setback planting plan 38.410.100.2.f No Comments: The subject property is located adjacent to the East Gallatin River, which has a regulated flood hazard area. The East Gallatin River requires a minimum 100-foot setback along both sides of the East Gallatin River with 50 feet left in a natural vegetative state. While reviewing the first iteration of this project in July 2021, the City Commission suggested that the wetland setback change from 50 feet to 35 feet to lessen the impacts on the wetlands. The lots 3, 4, 5, 8, 9, 10, and 11 touch the wetlands and although no structures can be built within the watercourse setback, excavation and fill is proposed to make the lots buildable. The applicant is now requesting that relaxation number four allow a 35-foot encroachment to achieve the minimum density required in the R-1 zoning. Even with the setback changed from 50 feet to 35 feet, the amount of impacts on the wetlands remains the same at .91 acres. The City Commission found that this is too great of an impact on the wetlands. The applicant must show how the design and reduction in the City’s adopted watercourse setback mitigates any impacts from the proposed development as it relates to critical lands protection, wildlife, protection of natural features, water quality, flooding, and public safety. Reducing the amount of lots and making them smaller would lessen the impacts on the wetlands. As stated above, the DRC would support a relaxation of density requirements if it meant there is a lesser impact on the wetlands. Since the reduced watercourse setback does not prove that the wetlands are not as negatively affected, the DRC is not in support of this relaxation. 6c. Conformance with Article 4 – Community Design Provisions: Park and Recreation Requirements (38.420) Meets Code? Parkland requirements 38.420.020.A NA Cash donation in lieu (CIL) 38.420.030 NA Improvements in-lieu NA Comments: The applicant is requesting a cash-in-lieu of dedicated parkland since the development is nearby the Glen Lake Rotary Park and Story Mill Community Park. The 7.13 acre wildlife refuge is not dedicated parkland. The Parks Department is requesting improvements-in-lieu over cash-in-lie and this will be analyzed at the preliminary PUD and subdivision. 6d. Conformance with Article 4 – Planned Unit Development Standards (38.430) Meets Code? PUD review criteria 38.430.090.E No Preservation of natural vegetation No Site plan design elements No Parkland design Yes Performance Points – 20 points required Yes Comments: The development earns PUD performance points through additional open space, affordable housing, and wayfinding. 7.13 acres out of the project’s 11.87 acres (60%) is platted as common open 214 Community Development Board Staff Report Shady Glen PUD Application 22102 June 1, 2022 Page 10 of 10 space. Lot 15 and 16 would be a long-term contractual obligation to an affordable housing agency. With the preliminary PUD application, the applicant must provide an affordable housing plan as outlined in 38.380.100. Way-finding measures such as directional and education signboards and posts propose another way to achieve performance points. A wayfinding plan as outlined in 38.560.070 is required with the preliminary PUD application. Residential PUD provisions No Comments: The principal goal of a PUD is that development promotes maximum flexibility and innovation of land. The property does have restrictions that prevent it from complying with general standards outlined in the code. However, as outlined above, the development fails to have made the proper adjustments related to the denial of the previous submittal. The City Commission, City Management, and the DRC strongly urge that the development decrease the number of lots and provide further justification to how the proposed relaxations adequately reduce the negative impacts on the surrounding wetlands and health and safety of the public. The preliminary PUD application must depict that any changes proposed based on these comments produces a product that meets the overall intent of this section. 7. Conformance with Article 5 Meets Code? Comments: Not applicable. Article 5 does not apply to subdivisions or single-family residential developments. 215 No Relaxation Needed – Use of a Culs-de-Sac BMC 38.400.010.A.9 Streets, general – Staff finds that a culs-de sac-design for this development is sufficient for approval. A PUD relaxation for the proposed Culs-de-Sac is not required as part of the of the accompanying Preliminary PUD application based on the following findings: 1) The culs-de-sac is necessary due to adjacency to park, open space and site constraints. The applicant does not have legal access to Boylan Road at the terminus of the proposed culs-de-sac due to adjacent private open space. 2) The culs-de-sac is necessary due to topography. Extending the roadway at the culs-de- Sac terminus location across the East Gallatin River and associated floodplain would be detrimental to critical lands. 3) As presented, a pedestrian walk is appropriate and will be installed at the end of the culs-de-sac to provide multimodal egress from the end of the culs-de-sac. 4) The culs-de-sac radius is sufficient for emergency services to turn-around. Relaxation #1 Required – Commercial Drive/Endurance Lane Street Construction BMC 38.400.010.A.2 Streets, general - Staff finds the proposed access via Commercial Drive/Endurance Lane to the development are insufficient for approval with the information provided to date. A PUD relaxation for the access not continuing as a public local street must be requested by the applicant as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) The proposed access via Commercial Drive/Endurance Lane is shown as a gated emergency only access, which will not provide for the continuation of local streets between developed properties when such continuation is necessary for the convenient movement of traffic, effective provision of emergency services and utilities. The applicant is advised that A 60 foot roadway easement across Lot 4 and Lot 5 of Block 1 in the Bridger Center Subdivision adjoins the subject property. A 60 foot roadway is the standard easement width for construction of a public local street section and the various components (stormwater, boulevard trees, curb & gutter, and sidewalks on both sides, including underground utility.) The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on why not continuing a public local street into the development via Commercial Drive/Endurance Lane adequately mitigates any impacts from the proposed development. The written and graphic material provided related to this relaxation are insufficient. Relaxation #2 Required –Commercial Drive/Endurance Lane Emergency Access only via a gated right-of-way 216 BMC 38.400.010.A.8 Streets, general – Staff finds that the private emergency access only via Commercial Drive/Endurance Lane to the development are insufficient for approval with the information provided to date. A PUD relaxation for a private emergency access only not continuing as a local street & not meeting local street improvement standards must be requested by the applicant as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on how a privately maintained gated emergency only access adequately mitigates any impacts from the proposed development. The written and graphic material provided related to this relaxation are insufficient. The proposed secondary emergency access only does not show utility connection, pedestrian access, stormwater treatment, or vegetation such as street trees. The applicant is advised that an encroachment permit from the City’s engineering department would be needed in order to utilize public ROW for a privately maintained emergency access for the subject property. Relaxation #3 Required - Shady Glen Lane Street Improvement Standard BMC 38.400.060.A. Street Improvement Standards - Staff finds that street improvements for this development are insufficient for approval with the information provided to date. A PUD relaxation for Shady Glen Lane not meeting a local street standard must be requested by the applicant from the as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) The proposed Shady Glen Lane does not meet the City’s local street standard. The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on why a narrower street cross section adequately mitigates any impacts from the proposed development. The written and graphic material provided related to this relaxation are insufficient. Information such as adjacent slopes, drainage patterns, relation to established flood elevations, and how the City stormwater standards from ROW drainage are being met, both quantity and quality. Relaxation #4 Required – Commercial Drive/Endurance Lane Street Improvement Standard BMC 38.400.060.A. Street Improvement Standards – Staff finds that street improvements for this development are insufficient for approval with the information provided to date. A PUD relaxation for Commercial Drive/Endurance Lane not meeting a local street standard must be 217 requested by the applicant from as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) The proposed access street cross section via Commercial Drive does not meet the City’s local street standard. A 60 foot roadway easement across Lot 4 and Lot 5 of Block 1 in the Bridger Center Subdivision adjoins the subject property. The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on the proposed secondary access section and its individual details and why a full local street section cannot be constructed and that the proposed secondary access design mitigates any impacts from the proposed development. The written and graphic material provided related to this relaxation are insufficient. Information such as adjacent slopes, drainage patterns, relation to established flood elevations, and how City stormwater standards from ROW drainage are being met. In addition, the applicant is not extending City water main along Endurance Lane into the subject property, where extending the main into the development is possible and practical for both long-term City water quality and quantity. Relaxation #5 Required – City Standard Sidewalk BMC 38.400.080.A. Sidewalks – Staff finds that street improvements for this development are insufficient for approval with the information provided to date .A PUD relaxation for a City Standard Sidewalk must be requested by the applicant as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) Shady Glen Lane only has a City standard 5 ft wide sidewalk on the southside of the street, but no sidewalk is presented on the north side of street. The access via Commercial Drive does not have a sidewalk on either side. The City’s local street Standard requires a sidewalk on both sides of the street. The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on the proposed pedestrian facilities for the streets and the accesses for this development and why a full local street section cannot be constructed and that the proposed street and secondary access design mitigates any impacts from the proposed development as it relates to pedestrian circulation and the safety of pedestrians. The written and graphic material provided related to this relaxation are insufficient. Relaxation #6 Required – Block Length Standard BMC 38.410.040.B. - Staff finds that bock design for this development is insufficient for approval with the information provided to date. A PUD relaxation for Block Length must be requested by the applicant as part of the accompanying Preliminary PUD application and granted by the City Commission. 218 1) Block length does not conform to City standards. The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on the proposed bock design for this development and details and why a block standards cannot be met and that the proposed street and secondary access design and the related pedestrian circulations system mitigates any impacts from the proposed development as it relates to street connectivity, multimodal transportation, and pedestrian circulation and the safety of pedestrians. The written and graphic material provided related to this relaxation are insufficient. Relaxation #7 Required – Watercourse Setback Materials BMC 38.410.100.A.2.d. Watercourse Setback - Staff finds that the proposed design and watercourse setback for this development is insufficient for approval with the information provided to date. A PUD relaxation from the watercourse setback must be requested by the applicant as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) The subdivision layout shown on the subdivision pre-app is not compliant with the watercourse setback requirements as placement of fill to remove lots from the floodplain is not an allowable use within the watercourse setback. In addition, fencing is not allowed within the watercourse setback. The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on the proposed design for this development including the reduction in watercourse setback and why the watercourse setbacks cannot be me. The applicant must show how the design and reduced watercourse setback mitigates any impacts from the proposed development as it relates to critical lands protection, wildlife, protection of natural features, water quality, flooding, and public safety. The written and graphic material provided related to this relaxation are insufficient. Relaxation #8 Required – Watercourse Setback Requirements BMC 38.410.100.A.2.c.4.d Watercourse Setback - Staff finds that the proposed design and watercourse setback for this development is insufficient for approval with the information provided to date. A PUD relaxation from the watercourse setback must be requested by the applicant as part of the accompanying Preliminary PUD application and granted by the City Commission. 1) The subdivision layout shown on the subdivision pre-app is not compliant with the watercourse setback requirements. 219  The subject property is located adjacent to the East Gallatin River, which has as a regulated flood hazard area. In addition, the property has a jurisdictional wetland that is connected to the East Gallatin River. The following setbacks per the BMC apply to the subject property: o East Gallatin River. A minimum 100-foot setback must be provided along both sides of the East Gallatin River; o The setback must extend to the edge of the delineated boundary of the regulated flood hazard area per section 38.600.130.B if the regulated flood hazard boundary is larger than the setbacks established in this subsection 2.c (In this case, the East Gallatin River 100-foot Setback); and o The setback must include connected wetlands. The buffer width must be extended by a minimum of 50 feet beyond the perimeter of the connected wetlands.  Note: the most conservative setback applies as the setback for the development. The applicant is requesting a 35 foot watercourse setback from the City’s required minimum 50 foot wetland buffer perimeter requirement. The applicant is advised that the adjacent watercourse to the property (East Gallatin River) is listed as an impaired waterbody for both total phosphorus and nitrogen (Source: MDEQ Lower Gallatin Planning Area TMDLs & Framework Water Quality Improvement Plan, March 2013 Document Number M05-TMDL-02af). The applicant must justify the relaxation, show how the proposed relaxation will meet the criteria for approval in BMC 38.430.030 a-c. and provide sufficient information for approval on the proposed design for this development including the reduction in watercourse setback and why the watercourse setbacks cannot be me. The applicant must show how the design and reduction in the City’s adopted watercourse setback mitigates any impacts from the proposed development as it relates to critical lands protection, wildlife, protection of natural features, water quality, flooding, and public safety. The written and graphic material provided related to this relaxation are insufficient. General Comment The proposed PUD Concept Plan (PUDC) and the Subdivision Pre-Application (PA) is very similar to the previous Bridger Meadows application, in which the City Commission denied. The applicant is advised that many of the City’s Commissions findings would likely still apply to the project as currently proposed. The applicant is advised that the criteria to grant the listed required relaxation in this PUDC must be addressed in order for the project to be deemed sufficient for approval by staff. It should be noted that many of the required relaxations may not be able to be met without significant design changes, such as but not exclusively lot configuration, a reduction in overall 220 density, increasing the wetland buffer, street layout and configuration, and a City compliant street access to the development. 221 Memorandum REPORT TO:Community Development Board FROM:Tom Rogers, Senior Planner Anna Bentley, Interim Community Development Director SUBJECT:The Thomas Drive Zone Map Amendment requesting to change zoning from on 15.037 acres from R-4 (Residential High Density) to REMU (Residential Emphasis Mixed Use). Addressed at 1013 and 1067 Thomas Drive; Application 22094. MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 22094 and move to recommend approval of the Thomas Drive Annexation 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 property owner, Debbie O’Reilly, 2246 Boot Hill Court, Suite 1, Bozeman, MT 59715 and applicant, Madison Engineering, LLC, 895 Technology Blvd., Unit 203, Bozeman, MT 59718, submitted application to rezone two parcels totaling 15.037 acres from R-4 (High Density Residential) to REMU (Residential Emphasis Mixed Use). Both properties are mostly undeveloped except of an existing house with associated out buildings. The properties front on Thomas Drive also known as North 27th Street which is a designated Collector street according to the Bozeman Area Master Transportation Plan, 2017 Update. Sewer will be provided to the site by an existing 8 inch pipe on the east side of the property. An existing 12 inch water main is located on the eastern edge of the property. The water line is subject to Special Improvement District No. 665. Connection to the waster system will trigger payment of the applicable fee for utilization of the water system. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the property as “Urban Neighborhood” which includes the REMU district as an implementing zoning district. 222 UNRESOLVED ISSUES:There are no identified conflicts on this application at this time. 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. FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Attachments: 22094 Thomas ZMA ZC SR.pdf Report compiled on: August 10, 2022 223 Page 1 of 37 22094 Staff Report for the Thomas Drive Zone Map Amendment Public Hearing: Community Development Board August 1, 2022; continue to August 15, 2022. City Commission meeting is on August 16, 2022; continued to September 20, 2022. Project Description: The Thomas Drive Zone Map Amendment requesting to change zoning from on 15.037 acres from R-4 (Residential High Density) to REMU (Residential Emphasis Mixed Use). Project Location: 1013 and 1067 Thomas Drive and more particularly described as a Tracts of Land situated in the Southwest One-Quarter (SW ¼) of Section 35, Township One South (T1S), Range Five East (R5E) of P.M.M., Gallatin County, Montana . The zone map amendment would also apply to the street adjacent to the property. 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 22094 and move to recommend approval of the Thomas Drive Annexation 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 22094 and move to approve the Thomas Drive Zone Map subject to contingencies required to complete the application processing. Report: August 10, 2022 Staff Contact: Tom Rogers, Senior Planner Lance Lehigh, City Engineer Agenda Item Type: Action - Legislative EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. Application materials available at: https://weblink.bozeman.net/WebLink/Browse.aspx?startid=260392&cr=1 224 Staff Report for the Thomas Drive ZMA, Application 22094 Page 2 of 37 Unresolved Issues There are no identified conflicts on this application at this time. Project Summary The property owner, Debbie O’Reilly, 2246 Boot Hill Court, Suite 1, Bozeman, MT 59715 and applicant, Madison Engineering, LLC, 895 Technology Blvd., Unit 203, Bozeman, MT 59718, submitted application to rezone two parcels totaling 15.037 acres from R-4 (High Density Residential) to REMU (Residential Emphasis Mixed Use). Both properties are mostly undeveloped except of an existing house with associated out buildings. The properties front on Thomas Drive also known as North 27th Street which is a designated Collector street according to the Bozeman Area Master Transportation Plan, 2017 Update. Sewer will be provided to the site by an existing 8 inch pipe on the east side of the property. An existing 12 inch water main is located on the eastern edge of the property. The water line is subject to Special Improvement District No. 665. Connection to the water system will trigger payment of the applicable fee for utilization of the water system. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the property as “Urban Neighborhood” which includes the REMU district as an implementing zoning district. 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 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. No public comment has been received as of the date of production of this report. 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. 225 Staff Report for the Thomas Drive ZMA, Application 22094 Page 3 of 37 TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 1 Unresolved Issues ............................................................................................................... 2 Project Summary ................................................................................................................. 2 Alternatives ......................................................................................................................... 2 SECTION 1 - MAP SERIES: ................................................................................................... 4 SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT..... 7 SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS ........................................ 7 SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ............. 8 Spot Zoning Criteria ......................................................................................................... 20 PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 21 APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 22 APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 22 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 36 APPENDIX D – ADVISORY COMMENTS......................................................................... 36 FISCAL EFFECTS ................................................................................................................. 37 ATTACHMENTS ................................................................................................................... 37 226 Staff Report for the Thomas Drive ZMA, Application 22094 Page 4 of 37 SECTION 1 - MAP SERIES: Map 1: Project Vicinity Map Subject Properties Baxter Lane Thomas Drive 19th Avenue Davis Lane 227 Staff Report for the Thomas Drive ZMA, Application 22094 Page 5 of 37 Map 2: BCP 2020 Future Land Use Map 228 Staff Report for the Thomas Drive ZMA, Application 22094 Page 6 of 37 Map 3: Existing City Zoning 229 Staff Report for the Thomas Drive ZMA, Application 22094 Page 7 of 37 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. These contingencies only apply in the event that the related annexation request has previously been approved. Recommended Contingencies of Approval: 1. The applicant must submit a zone amendment map, titled “Thomas Drive 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. 2. That all documents and exhibits necessary to amended municipal zoning designation of REMU (Residential Emphasis Mixed Use) shall be identified as the Thomas Drive Zone Map Amendment. 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 found the application meets standards for 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 the Zoning Commission will hold a public hearing on this ZMA on August 15, 2022 and will forward a recommendation to the City Commission on the Zone Map amendment. The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana. Members of the public will also be able to participate remotely via WebEx. Instructions for joining the WebEx meeting will be included on the meeting agenda which is published on the City’s website at least 48 hours prior to the meeting. The City Commission will hold a public meeting on the zone map amendment on September 20, 2022. The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana, the City Commission will conduct a public hearing on the proposed Annexation and Zone Map Amendment application. Members of the public will 230 Staff Report for the Thomas Drive ZMA, Application 22094 Page 8 of 37 also be able to participate remotely via WebEx. Instructions for joining the WebEx meeting will be included on the meeting agenda which is published on the City’s website at least 48 hours prior to the meeting. 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 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. Future Land Use Map The requested REMU Zoning classification substantially complies with the Bozeman Community Plan 2020 and is in accordance with the future land use designations. The broad discretion the Commission has when determining the appropriate zoning classification for a property supports applying REMU to the entire property rather than mixing zoning districts on an undevelopable portion of a lot without adequate access to support any potential use. Being 231 Staff Report for the Thomas Drive ZMA, Application 22094 Page 9 of 37 in accordance with a growth policy [emphasis added] allows the governing body to find that such an anomaly is in substantial compliance and agreement with the Plan and conforms with its intent and purpose of Plan. 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 Urban Neighborhood. The Urban Neighborhood designation description reads: “This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car.” The correlation between the future land use map of the growth policy and the zoning districts is presented in Table 4 of the Bozeman Community Plan 2020. As shown in the following Correlation with Zoning Table excerpt, the REMU district is an implementing district of the Urban Neighborhood. 232 Staff Report for the Thomas Drive ZMA, Application 22094 Page 10 of 37 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. No more than 30 percent of the planned development can be commercial unless allowed in this section, through a master site plan or planned unit development (PUD) review. This zoning district correlates with the principles applied in the Bozeman Community Plan 2020. Many of the ten principles are listed under Basic Planning Precepts of the Plan are supported by the REMU district. For example, 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 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 is supportive of the BCP 2020. 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 233 Staff Report for the Thomas Drive ZMA, Application 22094 Page 11 of 37 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. This mix of development at densities appropriate for a growing urban area is therefore grounded on tenets of the Community Plan. Moreover, the REMU 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 DCD-1: Support urban development within the City. The proposed zoning is occurring in conjunction with an annexation. Any future development will be required to occur at urban densities and will be within the City. If the City Commission declines the annexation then the requested REMU zoning will not occur. Goal N-2: Pursue simultaneous emergence of commercial nodes and residential development through diverse mechanisms in appropriate locations. The proximity to existing commercial development, approximately 1,500 feet from WinCo Foods and Outlaw Brewing, and the being located on Collector street will likely encourage development more reflective of the district that a parcel distal from these characteristics. 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. This application will encourage improvements to North 27th Avenue and connect to the street grid to the north creating efficiencies in municipal services. DCD-1.7 Coordinate infrastructure construction, maintenance, and upgrades to support infill development, reduce costs, and minimize disruption to the public. Completing North 27th will be an important transportation for the city creating a much needed parallel corridor to North 19th. DCD-2.5 Identify and zone appropriate locations for neighborhood-scale commercial development. Being located on Collector will support greater transportation activity which in turn may support more diverse uses that include commercial, office, and residential. DCD-2.7 Encourage the location of higher density housing and public transit routes in proximity to one another. Streamline Bus service Blue line serves the general area. When North 27th is constructed the bus services will have an option to alter the route which may serve the site directly from North 27th. 234 Staff Report for the Thomas Drive ZMA, Application 22094 Page 12 of 37 Illustration: Excerpt from Streamline Blueline service route. Subject property outlined in red. 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. As noted above the proximity to commercial areas, existing residential development, the properties location on a collector street, and the intent of the REMU zoning district ought to increase the probability of horizontal and vertical integration of uses. 235 Staff Report for the Thomas Drive ZMA, Application 22094 Page 13 of 37 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.).” The street cross section for collector streets provide space for type of transportation users. The Bozeman PROST Plan indicates a multi-use trail will be integrated near North 27th. The REMU zoning districts includes statements supporting these specific outcomes. N-1.11 Enable a gradual and predictable increase in density in developed areas over time. The property was annexed and zoned R-4 in 2007 and remained unchanged since that time. The proposed zoning change may indicate interest in development in the near future. Public notice is required for both actions. Although the REMU allows only a slight increase in possible density the rate in which the property is developing is gradual. Therefore, based on the broad discretion the governing body when considering an appropriate zoning designation, no substantive conflicts with the Growth Policy have been identified and based on the aforementioned analysis, the proposed REMU zoning districts are promotive of the BCP 2020. B. Secure safety from fire and other dangers. Criterion Met. There is an existing home and related out buildings, however future development will be served by the Bozeman Fire Department. Fire protection water supply is provided by the City of Bozeman water system. The property is not within any delineated floodplain nor does it have other known natural hazards. 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 new development to connect to municipal sanitary sewer and water systems, which will prevent groundwater pollution and depletion by wells and septic systems. 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. 236 Staff Report for the Thomas Drive ZMA, Application 22094 Page 14 of 37 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. The properties front on Thomas Drive also known as North 27th Street which is a designated Collector street according to the Bozeman Area Master Transportation Plan, 2017 Update. Sewer will be provided to the site by an existing 8 inch pipe on the east side of the property. An existing 12 inch water main is located on the eastern edge of the property. The water line is subject to Special Improvement District No. 665. Connection to the water system will trigger payment of the applicable fee for utilization of the water system. 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. This criterion is not about individual preferences for a given degree of visual openness but about preservation of public health. The REMU 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 237 Staff Report for the Thomas Drive ZMA, Application 22094 Page 15 of 37 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 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 Davis Lane. In addition, the City’s proposed trails plan includes a future trail along the northern boundary of the property along the former rail road bed. Assuming there is a nexus, future development will be required to provide these improvements which will enhance the city’s motorized and non-motorized transportation systems. The property is addressed as 1013 and 1067 Thomas Drive and has a Walk Score of 13, a Transit score of 20, and Bike Score of 38. Average walk score for the city as a whole is 47 out of 100. Average walk score for the city as a whole is 47 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. 238 Staff Report for the Thomas Drive ZMA, Application 22094 Page 16 of 37 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 intent and purpose of 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. Although the character of the area is emerging a somewhat eclectic use, building form, and building form has evolved. Immediately to the east is an undeveloped area zoned B-P (Business Park) with the North 19th commercial corridor just beyond that. To the north is an existing residential area with substantial development in the areas that surround the subject property. 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 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 a higher intensity commercial area is a compatible use. In addition, the proposed zoning is in accordance with the Bozeman Community Plan’s future land use designation of Urban Neighborhood. The City’s future land use map designates the properties as Urban Neighborhood. These designations correlate with several zoning districts including the REMU 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. H. Character of the district. Criterion Met. 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 239 Staff Report for the Thomas Drive ZMA, Application 22094 Page 17 of 37 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. 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; 240 Staff Report for the Thomas Drive ZMA, Application 22094 Page 18 of 37 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: 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 REMU district would not be promotive of a districts character. The applicant states the obvious that the REMU district, “will allow for similar and additional compatible uses and allow for increased residential density and small scale retail and restaurants…” 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. 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 241 Staff Report for the Thomas Drive ZMA, Application 22094 Page 19 of 37 the character of an area in perpetuity. Rather, it provides a structured method to consider changes to the character. The City has defined compatible development as: “The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted growth policy. Elements of compatible development include, but are not limited 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. Therefore, the change in zoning does not appear to conflict with the character of the area. I. Peculiar suitability for particular uses. Criterion Met. The property is located adjacent to residential and commercial uses which the REMU envisions a combination of. 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 REMU zoning designation is suitable for the property’s location and adjacent uses. J. Conserving the value of buildings. Criterion met. There is no known data that suggests intensification adjacent to inholding properties diminished the value of adjacent property or buildings, however apperception of decreased value often referenced. In fact, based on available evidence it appears that annexation and further intensification in fact increases the value of property and buildings adjacent to those properties that are annexed. 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 REMU 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. 242 Staff Report for the Thomas Drive ZMA, Application 22094 Page 20 of 37 K. Encourage the most appropriate use of land throughout the jurisdictional area. Criterion Met. The proposed REMU zoning designation 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 zoning district. Furthermore, the proposed REMU zoning designation is consistent with the BCP 2020 future land use map designation of “Urban Neighborhood”. Spot Zoning Criteria Rezoning may, in certain factual circumstances, constitute impermissible “spot zoning.” The issue of whether a rezoning constitutes spot zoning was discussed by the Montana Supreme Court in Plains Grains LP v. Board of County Comm’rs of Cascade County and Little v. Bd. Of County Comm’rs, in which the Court determined that the presence of the following three conditions generally will indicate that a given situation constitutes spot zoning, regardless of variations in factual scenarios. 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. The proposed zoning is in substantial compliance and in accordance with the adopted Bozeman Community Plan 2020. Adjacent zoning includes R-4 directly to the south, B-P to the east, REMU to the north (part of a recently approved annexation and zone map amendment), B-2M to the west, and more REMU also to the west. The entire area is evolving and emerging as a significant urban and commercial node with a more urban form and higher intensity in land use. The subject property is one small part of a large urban neighborhood area and adjacent to a large commercial node in the City that has been designated for such use in the past two Growth Policies. While the proposed use is not an exact match in type or intensity of the adjacent land uses overall, it is not significantly different from the uses. To the west of the subject property is currently property being used for high density residential and commercial activity. The unannexed property to the south and east are single family homes. Thus, the REMU zone is identical to the property to the north it is a proposed intensity that falls within the range of adjacent properties land uses of high density residential, commercial use, and single-household residential that is being converted into urban uses and densities according to the BCP 2020. As discussed in Criterion A above, the REMU zoning is consistent with the adopted growth policy. 243 Staff Report for the Thomas Drive ZMA, Application 22094 Page 21 of 37 2. Is the area requested for the rezone rather small in terms of the number of separate landowners benefited from the proposed change? No. In order to determine whether or not this conditions is present both this question and the following point must be evaluated together. Although there are only two separate owners the intent and purpose of the REMU zoning in conjunction with the context of potential development of the site will benefit the immediate neighborhoods and the greater community. There is a dearth of local services for existing residences to utilize and the zoning designation will encourage the construction of North 27th Avenue which is a critical transportation corridor that benefits all residents of the City by offering options for transportation needs as well as delivery of emergency services. 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. 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 and taken as a whole, the immediate neighborhood will benefit as well as the greater community by providing city services more efficiently. 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. 244 Staff Report for the Thomas Drive ZMA, Application 22094 Page 22 of 37 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 Ave., PO Box 1230, Bozeman, MT 59771-1230. APPENDIX A - NOTICING AND PUBLIC COMMENT Notice was published in the Bozeman Daily Chronicle on July 17 and 24, 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 August 10, 2022 no comment has been received on this application. APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING Adopted Growth Policy Designation: The property is designated as “Urban Neighborhood” in the Bozeman Community Plan 2020. “This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. 245 Staff Report for the Thomas Drive ZMA, Application 22094 Page 23 of 37 Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car.” Proposed Zoning Designation and Land Uses: The applicant has requested zoning of REMU, Residential Emphasis Mixed Use District whose intent is to: Residential emphasis mixed-use zoning district (REMU). 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: 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 246 Staff Report for the Thomas Drive ZMA, Application 22094 Page 24 of 37 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”. 247 Staff Report for the Thomas Drive ZMA, Application 22094 Page 25 of 37 248 Staff Report for the Thomas Drive ZMA, Application 22094 Page 26 of 37 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 NEHM U 2 BP M-1 M-2 General sales Automobile, boat or recreational vehicle sales, service and/or rental — — — — — — P — P P — Automobile fuel sales or repair (38.360.070)* S S S S S S P — P P — Convenience uses (38.360.100)* — P P C C P P — — — — Heavy retail establishment (Retail, large scale - 38.360.150)* — P P C P C P — P P — Restaurants* P 3 P P P P P P 1,500sf — P 3 P 3 — Retail* 249 Staff Report for the Thomas Drive ZMA, Application 22094 Page 27 of 37 • 0-5,000sf GFA P 4 P 4 P 4 P 4 P 4 P 4,5 A 6 C 7 A 6 A 6 C 7 A 6 C 7 — • 5,001-24,999sf GFA — P 4 P 4 P 4 P 4 P 4,5 A 6 C 7 A 6 A 6 C 7 A 6 C 7 — • 25,000sf-39,999sf GFA — P 4 P 4 P 4 P 4 — A 6 C 7 A 6 A 6 C 7 A 6 C 7 — • Over 40,000sf GFA (Retail, large scale - 38.360.150)* — P 4 P 4 — S — — — — — — Sales of alcohol for on-premises consumption (38.360.060) S 8 S 8 S 8 S 8 S 8,9 S 8,9 S 8 — C 8,10 C 8,10 — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (see table 38.310.030 for those not listed in this table). 3. Occupying not more than 20 percent of the gross floor area of a building or 1,500 square feet, whichever is less, or occupying not more than 45 percent of the gross floor area of a food processing facility. 4. Excluding adult businesses as defined in section 38.700.020 of this chapter. 5. Special REMU district conditions based on the amount of on-site retail uses: a. Retail uses greater than 5,000 square feet and less than or equal to 12,000 square feet are limited to no more than four structures per 100 acres of contiguous master planned development and subject to section 38.310.060.C. b. Retail uses greater than 12,000 square feet and less than or equal to 25,000 square feet are limited to no more than two structures per 100 acres of contiguous master planned development and subject to section 38.310.060.C. 6. Retail sales of goods produced or warehoused on site and related products, not to exceed 20 percent of gross floor area or 10,000 square feet, whichever is less. 7. Retail establishments as a primary use are conditionally permitted. 8. Also subject to chapter 4, article 2. 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: 250 Staff Report for the Thomas Drive ZMA, Application 22094 Page 28 of 37 a. Restaurants serving alcoholic beverages are limited to those with state beer and wine licenses issued since 1997, prohibiting any form of gambling and occupying not more than 45 percent of the total building area of a food processing facility; and/or b. Retail sales for on-premises consumption of alcohol produced on site, not to exceed 10,000 square feet or 50 percent of the facility, whichever is less. Table 38.310.040.B Permitted services and temporary lodging uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. 5. Where a number with a "sf" reference appears below a P or C in the box, it means that the use is permitted or conditionally permitted up to the (maximum) listed square footage in gross building area. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B- 2M B- 3 UMU REMU NEHMU 2 BP M-1 M-2 Personal and general service Animal shelters — — — — — — C — S S — Automobile washing establishment* — P P C C C P — P P — 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 251 Staff Report for the Thomas Drive ZMA, Application 22094 Page 29 of 37 General service establishment* P P P P P P P C P C — Health and exercise establishments* P S P P P P P P C P P — Heavy service establishment* — P P C P C P — P P — Medical and dental offices, clinics and centers* P 3 S P 3 P 3 P 3 P 3 P 3 P P P P — Mortuary — S S S S — — — — — — Offices* P 3 S P 3 P 3 P 3 P 3 P 3 P P 5 P P — Personal and convenience services* P P P P P P A A A A — Truck repair, washing, and fueling services — — — — — — C — C P — Temporary lodging Bed and breakfast* — — — — — P C — — — — Short Term Rental (Type 1)* — P P P P P P — — — — Short Term Rental (Type 2)* — P P P P P P — — — — Short Term Rental (Type 3)* — P P P P P — — — — — Hotel or motel* — P P P P P 40,000sf P — P P — Notes: 252 Staff Report for the Thomas Drive ZMA, Application 22094 Page 30 of 37 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (see table 38.310.030 for those not listed in this table). 3. Only lobbies for the applicable use are allowed on designated Storefront block frontages as set forth in section 38.510.020. 4. If primarily offering services to a single business or group of businesses within the same building or building complex. 5. Professional and business offices only. Table 38.310.040.C Permitted residential uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B- 2 B- 2M B- 3 UMU REMU NEHMU 2 BP M-1 M- 2 General residential Accessory dwelling unit (38.360.040) — — — — — P P — — — — Apartments* 3 P 4 P 4 P 5 P 5 P P A 6 — A 6 A 6 — Apartment buildings* 3 — C P P 5 P P — — — — — Cottage housing* (38.360.110) — — — — — P — — — — — 253 Staff Report for the Thomas Drive ZMA, Application 22094 Page 31 of 37 Single household dwelling (38.360.210) — — — — — P P — — — — Three household dwelling or four-household dwelling (38.360.210) — — — — — P — — — — — Townhouses* 3 & rowhouses* (38.360.240) — C 7 P 7 P 7 — P 8 P — — — — Two-household dwelling (38.360.210) — — — — — P P — — — — Live-work units* P P P P P P P — — — — Ground floor residential C P 5 P 5 — — — — — — — Group residences Community residential facilities with eight or fewer residents* P 4 P 4, 5 P 4, 5 P 4, 5 P 4, 5 P P — — — — Community residential facilities serving nine or more residents* - C C — P P — — — — — Cooperative household* — — — — — P C — — — — Group living (38.360.150)* P 4 P 4 P 5 P 4 — P P — — — — Lodging houses* — C C 5 C 3 P P — — — — — 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). 254 Staff Report for the Thomas Drive ZMA, Application 22094 Page 32 of 37 3. May be subject to the provisions of chapter 38, article 380. 4. When located on the second or subsequent floor, or basement as defined in section 38.700.030 of this chapter. Lobbies associated with residential uses are allowed on the ground floor. 5. Non-residential uses (except for lobbies associated with residential uses) are required on the ground floor to a minimum depth of 20 feet from front building façade on properties adjacent to designated storefront streets per section 38.500.010. 6. For the purpose of this section, accessory means less than 50 percent of the gross floor area of the building, and not located on the ground floor. 7. Five or more attached units. 8. Five or fewer attached units. Table 38.310.040.D Permitted industrial and wholesale uses in commercial, mixed-use, and industrial zoning districts Table clarifications: 1. Uses: P = Principal uses; C = Conditional uses; S = Special uses; A = Accessory uses; — = Uses which are not permitted. 2. If a * appears after the use, then the use is defined in article 7. 3. Where a code section is referenced after the use, then the use is subject to the additional standards in that code section. 4. If a number appears in the box, then the use may be allowed subject to development condition(s) described in the footnotes immediately following the table. If there are multiple numbers, then the use is subject to all applicable development conditions. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B- 2 B- 2M B- 3 UMU REMU NEHMU 2 BP M- 1 M-2 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 — 255 Staff Report for the Thomas Drive ZMA, Application 22094 Page 33 of 37 Manufacturing (heavy)* — — — — — — — — C P — Outside storage — — — — — — P A P P — Refuse and recycling containers A A A A A A A A A A — Warehousing* — — — — — — P — P P — Warehousing, residential storage (mini warehousing) (38.360.180)* — — — — — — P — P P — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (some of which aren't addressed in this table). 3. For uses in the downtown core as described below, a high volume, pedestrian-oriented use adjoining the building's entrance on Main Street is required. The downtown core includes those properties along Main Street from Grand to Rouse Avenues and to the alleys one-half block north and south from Main Street. 4. Except on the ground floor in the downtown core (those properties along Main Street from Grand to Rouse Avenues and to the alleys one-half block north and south from Main Street). 5. Completely enclosed within a building. 6. Limited to 5,000 square feet in gross floor area. Additional uses for telecommunication facilities are provided for in division 38.370 of this article. 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. 256 Staff Report for the Thomas Drive ZMA, Application 22094 Page 34 of 37 5. Where a number with a "sf" reference appears below a P or C in the box, it means that the use is permitted or conditionally permitted up to the (maximum) listed square footage in gross building area. Uses Zoning Districts Commercial Mixed Use Industrial PLI B-1 1 B-2 B- 2M B- 3 UMU REMU NEHMU 2 BP M- 1 M-2 Public, educational, government and regional Business, trade, technical or vocational school — P P P 3 P P P P P P — Cemeteries* — — — — — — — — — — P Essential services (38.360.140) • Type I A A A A A A A A A A A • Type II P P P P P P P P P P P • Type III C 4 P P C 4 C C 4 P C P P P P Meeting hall - P P P P P — — — — — 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 257 Staff Report for the Thomas Drive ZMA, Application 22094 Page 35 of 37 Public buildings and publicly owned land used for parks, playgrounds and open space P— P— P P P P P P P P P Solid waste transfer station — — — — — — — — — C P Solid waste landfill — — — — — — — — — — C Truck, bus and rail terminal facilities — — — — — — P — P P — Recreational, cultural and entertainment Adult business (38.360.050)* — — — — — — — — P P — Amusement and recreational facilities — P P — P — P — P C — Arts and entertainment center* P P P P P P 12,000sf — — — — — Casinos — — — — — — — — C C — Community centers (38.360.080)* P P P P P P P P P P P Accessory and/or other uses Agricultural uses* — — — — — — — — — P — 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 — 258 Staff Report for the Thomas Drive ZMA, Application 22094 Page 36 of 37 Any use, except adult businesses and casinos, approved as part of a planned unit development subject to the provisions of division 38.430 C C C C C C C C 5 C 5 C 5 — Notes: 1. In the B-1 district, the footprint of individual buildings must not exceed 5,000 square feet. 2. Authorized uses in the NEHMU district include those uses allowed in the R-2 district (some of which aren't addressed in this table). 3. Only lobbies for the applicable use are allowed on designed Storefront block frontages as set forth in section 38.510.020. Otherwise, the applicable use is permitted when located on the second or subsequent floor, or basement, as defined in section 38.700.030 of this chapter. 4. Only allowed when service may not be provided from an alternative site or a less intensive installation or set of installations. 5. Also excludes retail, large scale uses. Additional uses for telecommunication facilities are provided for in division 38.370 of this article. APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF Owner: O’Reilly Partnership & Dallas Peuse, 2246 Boothill Court, Suite 1, Bozeman, MT 59715 Applicant: Madison Engineering, LLC, 895 Technology Blvd., No. 203, Bozeman, MT 59718 Representative: Madison Engineering, LLC, 895 Technology Blvd., No. 203, Bozeman, MT 5971859771 Report By: Tom Rogers, Senior Planner APPENDIX D – ADVISORY COMMENTS The following informational items are provided for consideration during the design of development on the site in the future. 259 Staff Report for the Thomas Drive ZMA, Application 22094 Page 37 of 37 General 1. Annexation Policies #1: There are not any local streets adjacent to the proposed annexation. Local street easements are not required at the time of this annexation. However, local streets may be to pass through the subject property and require coordination with the Engineering Department to establish easements or ROW dedication at the time of site development. 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 was electronically submitted and can be viewed at: https://weblink.bozeman.net/WebLink/Browse.aspx?startid=260392&cr=1 Digital access is also available at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. 260 Memorandum REPORT TO:Community Development Board FROM:Tom Rogers, Senior Planner Anna Bentley, Interim Community Development Director SUBJECT:The Block 104 zone map amendment requesting amendment of the City Zoning Map for a city block bounded by Tamarack Street on the north, Front Street to the east, Wallace on the west, and Aspen Street on the south consisting of approximately 3.554 acres and the accompanying adjacent right-of way from M-1 (Light Manufacturing) to B-2M (Community Business District – Mixed). Application 22100 MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 22100 and move to recommend approval of the Block 104 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 owners, Wallace North, LLC, 810 N Wallace Ave, Unit B, Bozeman, MT 59715, Mike Speakman, 9010 Snowy Owl Lane, Blaine, WA 98230, and Wachamoley, LLC, 3919 Rain Roper Drive, Bozeman, MT 59715, and Representative Scott Baldesare, Jackadoo, LP, 1907 Pine Street, Philadelphia, PA 19103 submitted an application to rezone a city block totaling 3.554 acres from M-1 (Light Manufacturing) to B-2M (Community Business-Mixed). The property currently hosts variety of existing buildings with multiple uses. No future development plans or indication of future development plans were submitted with the application. The proposed change from M-1 to B-2M in building form and permitted uses is considerable. However, during the development and adoption of the Bozeman Community Plan 2020 (BCP 2020) the underlying Future Land Use designation was modified from Industrial to Community Commercial Mixed Use. This action paved the way for subsequent zoning changes that differ from the prevailing historical uses of the area and indicate a shift in character over time. Although the existing zoning of M-1 is not an 261 implementing district of the CCMU future land use designation it does not create a non-conformity or necessitate a change of zoning. A change of zoning is at the request of the property owners. UNRESOLVED ISSUES:There are no identified conflicts on this application at this time. ALTERNATIVES:1. Approve the application with contingencies as presented; 2. Approve the application with modifications to the recommended zoning; 3. Deny the application based on findings of non-compliance with the applicable criteria contained within the staff report; or 4. Open and continue the public hearing, with specific direction to staff or the applicant to supply additional information or to address specific items. FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this zone map amendment. Attachments: 22100 Block 104 ZMA CDB SR.pdf Report compiled on: August 10, 2022 262 Page 1 of 38 22100, Staff Report for the Block 104 Zone Map Amendment Public Hearing Date(s): Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on August 1, 2022 at 6:00 pm; continued to August 15, 2022. City Commission public hearing will be held on August 16, 2022 at 6:00 pm; continued to August 23, 2022. Project Description: The Block 104 zone map amendment requesting amendment of the City Zoning Map for a city block bounded by Tamarack Street on the north, Front Street to the east, Wallace on the west, and Aspen Street on the south consisting of approximately 3.554 acres and the accompanying adjacent right-of way from M-1 (Light Manufacturing) to B-2M (Community Business District – Mixed). Project Location: The property is block bounded by Tamarack Street on the north, Front Street to the east, Wallace on the west, and Aspen Street on the south and more thoroughly described as Block 104, Northern Pacific Addition to the City of Bozeman, located in the Southeast One-Quarter (SE ¼) of Section 6, Township Two South (T2S), Range Six East (R6E), P.M.M., Gallatin County, Montana. Recommendation: Meets standards for approval Recommended Community Development Board 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 22100 and move to recommend approval of the Block 104 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 22100 and move to approve the Block 104 Zone Map subject to contingencies required to complete the application processing. Report Date: August 4, 2022 Staff Contact: Tom Rogers, Senior Planner Lance Lehigh, City Engineer Agenda Item Type: Action – Legislative 263 22100 Staff Report for the Block 104 Zone Map Amendment Page 2 of 38 EXECUTIVE SUMMARY Unresolved Issues There are no identified conflicts on this application at this time. Project Summary The owners, Wallace North, LLC, 810 N Wallace Ave, Unit B, Bozeman, MT 59715, Mike Speakman, 9010 Snowy Owl Lane, Blaine, WA 98230, and Wachamoley, LLC, 3919 Rain Roper Drive, Bozeman, MT 59715, and Representative Scott Baldesare, Jackadoo, LP, 1907 Pine Street, Philadelphia, PA 19103 submitted an application to rezone a city block totaling 3.554 acres from M-1 (Light Manufacturing) to B-2M (Community Business-Mixed). The property currently hosts variety of existing buildings with multiple uses. No future development plans or indication of future development plans were submitted with the application. The proposed change from M-1 to B-2M in building form and permitted uses is considerable. However, during the development and adoption of the Bozeman Community Plan 2020 (BCP 2020) the underlying Future Land Use designation was modified from Industrial to Community Commercial Mixed Use. This action paved the way for subsequent zoning changes that differ from the prevailing historical uses of the area and indicate a shift in character over time. Although the existing zoning of M-1 is not an implementing district of the CCMU future land use designation it does not create a non-conformity or necessitate a change of zoning. A change of zoning is at the request of the property owners. 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 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=260390&cr=1 No public comment has been received by the production of this report. 264 22100 Staff Report for the Block 104 Zone Map Amendment Page 3 of 38 Community Development Board (Zoning Commission) Summary The Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on August 15, 2022 and will forward a recommendation to the City Commission. A video recording of the meeting will be provided after the completion of the meeting. Alternatives 1. Approve the application with contingencies as presented; 2. Approve the application with modifications to the recommended zoning; 3. Deny the application based on findings of non-compliance with the applicable criteria contained within the staff report; or 4. Open and continue the public hearing, with specific direction to staff or the applicant to supply additional information or to address specific items. 265 22100 Staff Report for the Block 104 Zone Map Amendment Page 4 of 38 TABLE OF CONTENTS EXECUTIVE SUMMARY ...................................................................................................... 2 Unresolved Issues ............................................................................................................... 2 Project Summary ................................................................................................................. 2 Community Development Board (Zoning Commission) Summary ................................... 3 Alternatives ......................................................................................................................... 3 SECTION 1 - MAP SERIES .................................................................................................... 5 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 ......................................................... 24 APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND .............. 25 APPENDIX B - NOTICING AND PUBLIC COMMENT .................................................... 25 APPENDIX C - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 25 APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF............................ 38 FISCAL EFFECTS ................................................................................................................. 38 ATTACHMENTS ................................................................................................................... 38 266 Page 5 of 38 SECTION 1 - MAP SERIES Figure 1: Aerial Image from Application 267 22100 Staff Report for the Block 104 Zone Map Amendment Page 6 of 38 Figure 2: Vicinity Map (2021 image) Subject properties 268 22100 Staff Report for the Block 104 Zone Map Amendment Page 7 of 38 Figure 3: Current Zoning Map (2021 image) R-2 Subject properties NEHMU PLI M-1 M-2 269 22100 Staff Report for the Block 104 Zone Map Amendment Page 8 of 38 Figure 4: Future Land Use Designations (2021 image) Urban Neighborhood Community Commercial Mixed Public Lands Makers Space 270 22100 Staff Report for the Block 104 Zone Map Amendment Page 9 of 38 Figure 5: Current Land Use (2021 image) 271 Page 10 of 38 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 “Block 104 Zone Map Amendment”. 2. The applicant must submit a zone amendment map, titled “Block 104 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. Advisory Comments 1. The applicant is advised that an existing 6-inch VCP sewer main is located in Aspen Street. If the future development plans on utilizing the existing main, the main must be upsized upon future development to City standard 8-inch main 2. The applicant is advised prior to Site Plan or Subdivision submittal to work with the City's transportation engineer. This part of Bozeman is slowly redeveloping, however, the applicant and the City will need to discuss future transportation needs in this area and the long-term planning goals for both Front Street and Aspen. 3. If approved, with the final submittal, please extend the boundary of the B-2M district east to the M-2 district so that there is not a sliver of M-1 between the two districts 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 April 27, 2022. The DRC identified infrastructure deficiencies and challenges that may impede future development allowed by the B-2M zoning but not 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 August 15, 2022 and will forward its recommendation to the City Commission on the zone map amendment. The meeting will begin 272 22100 Staff Report for the Block 104 Zone Map Amendment Page 11 of 38 at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana. Members of the public will also be able to participate remotely via WebEx. Instructions for joining the WebEx meeting will be included on the meeting agenda which is published on the City’s website at least 48 hours prior to the meeting. The City Commission will hold a public meeting on the zone map amendment on August 23, 2022. The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana, the City Commission will conduct a public hearing on the proposed Annexation and Zone Map Amendment application. Members of the public will also be able to participate remotely via WebEx. Instructions for joining the WebEx meeting will be included on the meeting agenda which is published on the City’s website at least 48 hours prior to the meeting. 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 273 22100 Staff Report for the Block 104 Zone Map Amendment Page 12 of 38 the zoning map or for the text of Chapter 38, BMC. The first criterion for a zoning amendment is accordance with a growth policy. Future Land Use Map The proposed amendment is a change to the zoning map. Therefore, it is necessary to analyze compliance with the future land use map. Chapter 3 of the BCP 2020 addresses the future land use map. The introduction to that chapter discusses the importance of the chapter. Following are some excerpts. “Future land use is the community’s fundamental building block. It is an illustration of the City’s desired outcome to accommodate the complex and diverse needs of its residents.” “The land use map sets generalized expectations for what goes where in the community. Each category has its own descriptions. Understanding the future land use map is not possible without understanding the category descriptions.” The area of this application is within the annexed area of the City and where there is anticipated redevelopment within the City as discussed below. As shown on the maps in Section 1, on the excerpt of the current future land use map, the property is designated as Community 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. 274 22100 Staff Report for the Block 104 Zone Map Amendment Page 13 of 38 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 the B-2M district is an implementing district of the Community Commercial Mixed-Use category. Goals and Policies A zoning amendment is also evaluated against the goals and policies of the BCP 2020. Most of the goals and policies are not applicable to this application. Relevant goals and objectives have been identified by staff. Conflict with the text of the growth policy have not 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 275 22100 Staff Report for the Block 104 Zone Map Amendment Page 14 of 38 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 Community Plan Future Land Use Map designates this area as Community Commercial Mixed Use (CCMU), which authorizes B-2M as an implementing zoning district. This application shows how the proposed ZMA aligns with the effective Community Plan. The area to be rezoned includes extensive frontage along five local streets: East Aspen, North Ida, Front, East Tamarack and North Wallace. An East/West alley right of way bisects the block. The land use pattern that can be created on such ideally served parcels would be able to support a wide range of uses. These include restaurants, retail, offices, artisan manufacturing, mixed-use development, and residential units, all within existing Bozeman service boundaries and would be developed in close proximity to facilitate the provision of services and employment opportunities to persons without requiring the use of an automobile. This mix of development at densities appropriate for a growing urban area is therefore grounded on tenets of the Community Plan. Moreover, the B-2M zoning proposed through this application fosters flexibility to address both current market trends and long term land use goals for the subject property.” The applicant continues to suggest numerous goals and objectives that are broadly served with this application. Staff is in general agreement with the list but note a goals and objectives are only marginally promoted by the application. These include: Goal R-2.3 Make good financial investments that have the potential for economic benefit to the investor and the broader community both through direct and indirect returns. N-1.3 Revise the zoning map to lessen areas exclusively zoned for single-type housing. 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. N-3.1 Establish standards for provisions of diversity of housing types in a given area. DCD-1.2 Remove regulatory barriers to infill. 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 276 22100 Staff Report for the Block 104 Zone Map Amendment Page 15 of 38 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. Tables 38.310.040, BMC detail permitted uses in each district. Without consideration of future develop the intent and purpose of the proposed district is relevant. Section 38.300.110>C states that 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.” See Appendix C for more information on permitted and special uses in the B-2M district. 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 M-1 to B-2M is not likely to adversely impact safety from fire and other dangers. C. Promote public health, public safety, and general welfare. Criterion met. City development standards included in Chapter 38, Unified Development Code, building codes, and engineering standards all ensure that this criterion is met. Adequate water and sewer supply and conveyance provide for public health through clean water. Rapid and effective emergency response provides for public safety. The City’s standards ensure that adequate services are provided prior to building construction which advances this criterion. General welfare has been evaluated during the adoption of Chapter 38 and found to be advanced by the adopted standards. Provision of parks, control of storm water, and other 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. The B-2M district allows residential use as a permitted use up to 100 percent of a building. The proximity to active rail lines, industrial uses of storage, transportation, and manufacturing of goods, and an Environmental Protection Agency Idaho Superfund site may create unique 277 22100 Staff Report for the Block 104 Zone Map Amendment Page 16 of 38 challenges to ensure the health and safety of future residence. Bozeman Idaho Pole Site information. The property boundary is approximately 450 linear feet from the edge of the site. The permissive nature of the B-2M district coupled with the applicant’s argument that residential uses are further compliance with the zoning change, the applicants list of goals and policies the application furthers suggests residential component will likely be a part of any future development of the site. The applicant does not reference the context in which the application is in. The site is directly across the street from the old Bozeman Depot rail station and 130 linear feet from the train track. According to Montana Rail Link (MRL) approximately 20 trains per day pass through this site with additional capacity available on the tracks and about 32 percent of their shipment loads are for coal. There is evidence that links coal dust with adverse health issues. Locating residential use in close proximity to a rail line with frequent coal trains may increase the possibility of exposure to known health risks. 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. 278 22100 Staff Report for the Block 104 Zone Map Amendment Page 17 of 38 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. 38.300.020.C, “Placement of any given zoning district on an area depicted on the zoning map indicates a judgment on the part of the city that the range of uses allowed within that district are generally acceptable in that location. It is not a guarantee of approval for any given use prior to the completion of the appropriate review procedure and compliance with all of the applicable requirements and development standards of this chapter and other applicable policies, laws and ordinances. It is also not a guarantee of immediate infrastructure availability or a commitment on the part of the city to bear the cost of extending services.” The aforementioned code section is important in this case. The site has development restrictions due to inadequacy of existing transportation systems. Substantial street improvements will be required with further development including right-of-way acquisition to meet minimum City standards. In addition, there are existing constraints that will create unique development challenges such. See advisory comments in Section 2 of this report. Residential uses require parkland. It is undetermined where parkland and/or playgrounds would be sited in this historically industrial area with limited appropriate open space and park areas. Currently, the only open areas are in close proximity to the rail road and the superfund site which may not be the most appropriate location for recreation. The Northeast Neighborhood Park is in close proximity it is directly adjacent to the rail line. Centennial Park is the closest park to the site at approximately one half mile away and the Story Mill a little 279 22100 Staff Report for the Block 104 Zone Map Amendment Page 18 of 38 over a half mile away following the Story Mill Spur gravel fines trail after crossing the railroad tracks. There is access to the City’s trail system although not all residents have suitable mobility to fully use these amenities. Needs and utilization of parkland vary by user. 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. Staff agrees with the applicant’s statement that, “The City’s transportation plan is used to evaluate transportation needs over the long term across the municipal area to account for the impacts of motorized vehicles as well as bikes and pedestrians. The parks and trails plans also examine and specify options for extensions of the existing trail network through this site. Future site development will examine impacts on the transportation network, parks, and trails system, and municipal facilities. Furthermore, these future development reviews will ensure that development under the new zoning will comply with the City’s standards for the provision of onsite parking for bicycles and vehicles, as well as the requirements for onsite circulation. Traffic impacts will be studied by the development team to demonstrate compliance with the City’s long-range transportation plans. Future project development will ensure compliance with the acceptable traffic limits identified in the transportation plans, as well as provide for the dedication of rights of way, construction or reconstruction of streets and trails, payment of impact fees, and other contributions as will be applicable to this project.” 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. The existing industrial and warehouse uses create traffic, however, future development will likely 280 22100 Staff Report for the Block 104 Zone Map Amendment Page 19 of 38 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 effect on required road improvements, pedestrian or bicycle facilities, or similar compliance with standards. The site has a Walk Score of 64, a Transit score of 20, and Bike Score of 76. Average walk score for the city as a whole is 47 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). 281 22100 Staff Report for the Block 104 Zone Map Amendment Page 20 of 38 The City’s future land use map designates the properties as Community Commercial Mixed- Use in the BCP 2020. These designations correlate with several zoning districts including the B-2M district proposed by the applicants. The districts were developed by the City to promote appropriate urban growth compatible with the areas of the City as identified on the future land use map. Based on the land use map designations and correlated zoning districts in the plan and proposed by the applicants, the zone map amendment would promote compatible urban growth. Also see the discussion in (H) below. The applicant provides additional support by stating, “The designation this site as B-2M offers additional design flexibility to and will offer future development to unfold compatible with development adjacent to the existing zones. The flexibility offered by B-2M zoning will allow the site to respond to and meet the demands of the surrounding neighborhoods, providing complimentary retail, commercial uses, offices, and restaurants to serve the needs of the community of Central Bozeman. All future design and construction will be compatible with the UDC site and design standards, further ensuring compatibility for this site.” In general the northeast area part of town is evolving. Historically many businesses and uses were related and dependent on rail access. As rail access became less viable uses have shifted. To illustrate the changing nature of the area examples include the approved Cottonwood and Ida Planned Unit Development, the Mountains Walking zoning change from M-1 to B-2M, and the change in the future land use map from Industrial to Community Commercial Mixed in the recently adopted BCP 2020. 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 282 22100 Staff Report for the Block 104 Zone Map Amendment Page 21 of 38 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. Similar to criterion G above the area in question is evolving. Historically many businesses and uses were related and dependent on rail access. As rail access became less viable uses have shifted. To illustrate the changing nature of the area examples include the approved Cottonwood and Ida Planned Unit Development, the Mountains Walking zoning change from M-1 to B-2M, and the change in the future land use map from Industrial to Community Commercial Mixed in the recently adopted BCP 2020. See the Applicant Submittal for additional discussion. I. Peculiar suitability for particular uses. Neutral. Future uses for construction on the site are not finalized at this time, so the suitability of the site for particular uses is not easily evaluated. However, considering the context of the site with a robust transportation system, 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 M-1 zoning generally allows. As shown in Figure 4, the property is bounded by NEHMU zoning on the west and south, M- 1 on the north, and M-2 to the west. 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. As noted under criterion C Promote public health, public safety, and general welfare, the B- 2M district allows residential use as a permitted use up to 100 percent of a building. The proximity to active rail lines, industrial uses of storage, transportation, and manufacturing, and an Environmental Protection Agency Idaho Superfund site may create unique challenges to ensure the health and safety of future residence. Bozeman Idaho Pole Site information. It is 283 22100 Staff Report for the Block 104 Zone Map Amendment Page 22 of 38 unclear if all permitted uses are suitable for this site. Although the City of Bozeman utilizes a quiver of tools to ensure all known impacts from internal and external to a development are mitigated there is the potential that external impacts could negatively impact future residence. J. Conserving the value of buildings. Criterion met. The site hosts a variety of commercial buildings and parking. 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 will likely 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 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. 284 22100 Staff Report for the Block 104 Zone Map Amendment Page 23 of 38 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 the existing uses and the B-2M are not significant. The evolution of uses in the Northeast Neighborhood have evolved to include a majority of the uses permitted in the B-2M district. In fact, the existing M-1 district is less congruent with the prevailing uses than B-2M, see Section 1 Map series above. The B-2M is a permissive zoning district allowing a wide variety of uses including limited manufacturing, commercial, residential, and other uses necessary for a functioning urban setting. 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? No. In order to determine whether or not this condition is present both this question and the following point must be evaluated together. There are multiple properties owners, and the greater community will benefit from the zone change. The B-2M zoning designation is an implementing district to the commercial land use designation and promotes a variety of land uses that are needed for the function and vitality of the immediate neighborhood and the greater community. These include commercial activity, residential uses, and limited industrial all of which integrate employment, entertainment, and housing in close proximity to other city services and areas. 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. 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 applicants 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 and taken as a whole, the immediate neighborhood will benefit as well as the greater community by providing city services more efficiently. 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 285 22100 Staff Report for the Block 104 Zone Map Amendment Page 24 of 38 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. 286 22100 Staff Report for the Block 104 Zone Map Amendment Page 25 of 38 APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND A zone map amendment requesting amendment of the City Zoning Map for a city block consisting of approximately 3.554 acres from M-1 (Manufacturing Light District) to B-2M (Community Business District-Mixed). The property currently hosts variety of existing buildings with multiple uses. No future development plans or indication of future development plans were submitted with the application. The proposed change from M-1 to B-2M in building form and permitted uses is considerable. However, during the development and adoption of the Bozeman Community Plan 2020 (BCP 2020) the underlying Future Land Use designation was modified from Industrial to Community Commercial Mixed Use. This action paved the way for subsequent zoning changes that differ from the prevailing historical uses of the area and indicate a shift in character over time. Although the existing zoning of M-1 is not an implementing district of the CCMU future land use designation it does not necessitate a change of zoning. No future development plans were submitted with the zone map amendment application. 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 17 and 24, 2021. The Zoning Commission hearing is scheduled for August 1, 2022; continue to August 15, 2022 and the City Commission public hearing is scheduled for August 16, 2022; continued to August 23, 2022. No public comment has been received on this application at the time of writing this report. 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 287 22100 Staff Report for the Block 104 Zone Map Amendment Page 26 of 38 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”. 288 22100 Staff Report for the Block 104 Zone Map Amendment Page 27 of 38 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 — — — — 289 22100 Staff Report for the Block 104 Zone Map Amendment Page 28 of 38 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: 290 22100 Staff Report for the Block 104 Zone Map Amendment Page 29 of 38 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 291 22100 Staff Report for the Block 104 Zone Map Amendment Page 30 of 38 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 — — — — 292 22100 Staff Report for the Block 104 Zone Map Amendment Page 31 of 38 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 293 22100 Staff Report for the Block 104 Zone Map Amendment Page 32 of 38 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 — — — — 294 22100 Staff Report for the Block 104 Zone Map Amendment Page 33 of 38 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. 295 22100 Staff Report for the Block 104 Zone Map Amendment Page 34 of 38 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). 296 22100 Staff Report for the Block 104 Zone Map Amendment Page 35 of 38 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 297 22100 Staff Report for the Block 104 Zone Map Amendment Page 36 of 38 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 — 298 22100 Staff Report for the Block 104 Zone Map Amendment Page 37 of 38 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. 299 22100 Staff Report for the Block 104 Zone Map Amendment Page 38 of 38 Additional uses for telecommunication facilities are provided for in division 38.370 of this article. APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF Owners: Wallace North, LLC, 810 N Wallace Ave, Unit B, Bozeman, MT 59715 Mike Speakman, 9010 Snowy Owl Lane, Blaine, WA 98230 Wachamoley, LLC, 3919 Rain Roper Drive, Bozeman, MT 59715 Applicant: Intrinsik Architecture, 106 East Babcock Street, Suite 1A, Bozeman, MT 59715 Representative: Jackadoo, LP, 1907 Pine Street, Philadelphia, PA 19103 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=260390&cr=1 300 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Anna Bentley, Interim Community Development Manager SUBJECT:Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment to Rezone Approximately 4.3 Acres from R-3 (Residential Medium Density District) to R- 4 (Residential High Density District) Including Adjacent Street Right of Way Northwest of the Intersection of Cielo Way and S. 27th Avenue, Application 22117 MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Recommended 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 22117 and move to recommend approval of the Gran Cielo - Cielo Way and S. 27th Ave 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:Project Summary The site is vacant. A subdivision of the site has been approved but not yet filed. The change in zoning affects only a part of the subdivision. Surrounding property to the west and south is zoned as R3, R5, and approved for REMU to the east upon completion of annexation. A public street or alley will separate property with different zoning. For more information see the attached staff report. Application materials are available in the Laserfiche archive. UNRESOLVED ISSUES:None. ALTERNATIVES:See attached staff report. FISCAL EFFECTS:None. Attachments: 301 22117 Gran Cielo Ph 2 ZMA Staff Report CDB.pdf Report compiled on: August 10, 2022 302 Page 1 of 19 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Public Hearing: Community Development (Zoning Commission) meeting is on August 15, 2022 City Commission meeting is on September 20, 2022 Project Description: Amendment of the City Zoning Map to rezone approximately 4.3 acres from R-3 (Residential Medium Density District) to R-4 (Residential High Density District) including adjacent street right of way. Project Location: Northwest of the intersection of Cielo Way and S. 27th Avenue. The area to be zoned includes portions of the adjacent streets. Recommendation: Meets standards for approval with 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 22117 and move to recommend approval of the Gran Cielo - Cielo Way and S. 27th Ave 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 22117 and move to approve the Gran Cielo - Cielo Way and S. 27th Ave Zone Map Amendment, with contingencies required to complete the application processing. Report: August 10, 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. 303 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 2 of 19 Unresolved Issues None identified at this time. Project Summary The site is vacant. A subdivision of the site has been approved but not yet filed. The change in zoning affects only a part of the subdivision. Surrounding property to the west and south is zoned as R3, R5, and approved for REMU to the east upon completion of annexation. A public street or alley 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 ......................................................... 16 304 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. 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 ................................................................................................................... 19 305 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 4 of 19 SECTION 1 - MAP SERIES Map 1: Project Vicinity Map 306 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 5 of 19 Map 2: Project Vicinity Map with Existing Zoning designations 307 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 6 of 19 Map 3: Applicant Boundary Map 308 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. 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 the amended municipal zoning designation of R-4, Residential High Density District, shall be identified as the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment. 2. 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. 3. The applicant must submit a zone amendment map, titled Gran Cielo - Cielo Way and S. 27th Ave. 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 to centerline of adjacent rights-of-way, and total acreage of the property for which the zoning is changing. 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 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 August 1, 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 August 16, 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. 309 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. 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 March 23, 2022. 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. 310 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 9 of 19 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 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.” The property is designated as Urban Neighborhood. The Urban Neighborhood designation description reads: “This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home- based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car.” The 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 B. Based on the proposed R4 zoning districts’ proper correlation with the future land use map category of Urban Neighborhood 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: 311 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 10 of 19 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. 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. N-2.2 Revise the zoning map to support higher intensity residential districts near schools, services, and transportation. N-3.7 Support compact neighborhoods, small lot sizes, and small floor plans, especially through mechanisms such as density bonuses. The change to R4 provides for a wider range of housing types and more intensive development. This is consistent with the two objectives listed above. 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 S. 27th Ave. and other adjacent right of way to provide water for firefighting. 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. 312 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. 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 313 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. 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 utility services to the site. A large park was provided with the first phase of the subdivision in which this application is located. Park services are therefore already in place to support future residents. 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 R4 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/alley 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 S. 27th Ave., Bennet Blvd, Cielo Way, and S. 28th Ave. S. 27th Ave is a collector street and the rest are local streets. The existing street grid serves the larger area and connect to Stucky Rd and Graf St, also collector streets. The requested change in zoning will not immediately impact the motorized and non-motorized transportation systems as the change does not authorize any actual construction. 314 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 13 of 19 The specific future land uses for the site are not yet known are expected to be a variety of residential uses. 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. 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 Urban Neighborhood. This designation is implemented by several zoning districts including the R4 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. 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 315 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 14 of 19 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 R4 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 but planned and zoned for similar residential uses as allowed in the R4 district. 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 R3 (existing) and R4 (proposed) zoning districts can be seen in 38.310.030 allowing a ready comparison. Very similar uses are allowed in both districts. 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 R4 district over time. The surrounding approved and existing zoning are all included in the range of residential districts. The public streets provide a physical separation between the proposed R4 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 review processes to ensure the land is developed in ways that are appropriate to a site’s context and according to the BCP 2020. 316 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 15 of 19 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 area is recently annexed and is not yet developed with urban uses. Therefore, a set of prevailing uses is not yet established. The uses authorized in the R3 and R4 zoning districts can be seen in 38.310.030 allowing a ready comparison. Both districts allow quite similar range of uses. R4 does provide for a few additional residential uses and some non-residential uses not allowed in R3. R4 is less expansive than the REMU district allowed non-residential uses. REMU is approved to the east so the R4 provides a transition between more and less intensive uses. 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. 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. As described elsewhere in this report the uses allowed with 317 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 16 of 19 the requested zoning is similar to other districts already in place or approved nearby. 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, 22117); 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 July 17 and July 24, 2022. Notice was sent via first class mail to adjacent landowners on July 15, 2022 and posted on the property on July 15, 2022. Received written public comment will be made available through the Laserfiche archive. 318 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 17 of 19 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 Urban Neighborhood. “This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home- based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car.” Proposed Zoning Designation and Land Uses: The applicant has requested a zone map amendment to R4 (Residential High Density District). The following are the stated intent and purpose of this district: Residential high density district (R-4). The intent of the R-4 residential high density district is to provide for high-density residential development through a variety of housing types within the city with associated service functions. This purpose is accomplished by: 1. Providing for minimum lot sizes in developed areas consistent with the established development patterns while providing greater flexibility for clustering lots and mixing housing types in newly developed areas. 2. Providing for a variety of compatible housing types, including single and multi- household dwellings to serve the varying needs of the community's residents. Allowing office use as a secondary use, measured by percentage of total building area. Use of this zone is appropriate for areas adjacent to mixed-use districts, commercial districts, and/or served by transit to accommodate a higher density of residents in close proximity to jobs and services. The following figure from the BCP 2020, with a red box indicating the applicability of this proposed ZMA, illustrates how the proposed R4 district correlates with the Regional Commercial and Services designation of the Future Land Use Map: 319 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. Zone Map Amendment Page 18 of 19 320 22117 Staff Report for the Gran Cielo - Cielo Way and S. 27th Ave. 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: Madison Engineering, 895 Technology Blvd, Ste. 203, Bozeman MT 59718 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. 321 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Anna Bentley, Community Development Interim Director SUBJECT:Report on Growth Policy Implementation - Branch Out Bozeman Project MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Plan/Report/Study RECOMMENDATION:Receive status report. STRATEGIC PLAN:6.6 Habitat: Work with partner organizations to identify at-risk, environmentally sensitive parcels contribute to water quality, wildlife corridors, and wildlife habitat. BACKGROUND:Water is a defining feature of Bozeman. Small streams and irrigation works cross the community in many places and strongly influence the pattern of development. Many of the City recreation trails follow waterways. Water use is heavily regulated. Federal, state, and local regulations affect how it is used, where it may be placed, and how it is protected. A key element of any land development is to know where water is on the site, what regulations it is subject to, and coordination with right holders and regulatory agencies. Naturally flowing water is subject to different regulations than water diverted for irrigation or stormwater flows. Water right holders have substantial control over any action that affects their use of water. Therefore, early identification of location and type of applicable regulations is very beneficial for planning and design of development. The City's GIS layer showing water locations is dated and does not reflect several projects where streams were moved and ponds created. The current layer is only a visual representation and does not contain any information on the name of the water way or how it may be classified. The City has partnered with MSU, the Gallatin Watershed Council, and National Park Service to update the water information over the next year. This work leverages grant funds and shared expertise to support multiple city and non-profit purposes. The completed information will include updated physical location, classification of water type (e.g. stream or canal) and other data. This data will be provided to the public through the City's GIS division and supported web viewers. The new layer is being prepared consistent with protocol to be able to contribute the information to the National Hydrographic Data layer. This improves the overall data accuracy 322 and availability of information about water in the Bozeman area. The Bozeman Community Plan 2020, THEME 4 | A CITY INFLUENCED BY OUR NATURAL ENVIRONMENT, PARKS, AND OPEN LANDS, includes several goals and objectives related to waterways such as: EPO-1.5 Work with partner organizations to identify and reduce impacts on at-risk, environmentally sensitive areas that contribute to water quality, wildlife corridors, or wildlife habitat, specifically wildlife habitat as we continue outward growth. Goal EPO-2: Work to ensure that development is responsive to natural features. EPO-2.3 Identify, prioritize, and preserve key wildlife habitat and corridors. This report is provided as information on one implementation action carrying out the growth policy. No action or direction from the Board is required on this item. UNRESOLVED ISSUES:None. ALTERNATIVES:None. FISCAL EFFECTS:None. Attachments: Waterways Map 7-25-2022.pdf BoB Progress report 20220712.pdf Report compiled on: July 25, 2022 323 INTERSTATE 90 HWY HUFFINE LN BAXTER LN W DURSTON RD S 19TH AVE E VALLEY CENTER RD GOOCHHILLRDSTUCKY RD FRONTAGE RD COTTONWOOD RD S 11TH AVE W MAIN ST S 3RD AVE W BABCOCK ST B RIDGERCANYONRD W OAK ST N 7TH AVE DAVIS LN SOURDOUGHRDHARPERPUCKETTRDW COLLEGE ST E MAIN STN ROUSE AVE SPRINGHILL RD B R IDGER DR HIGHLANDBLVDGRAF ST EKAGYBLVD W PEACH ST GOLDENSTEIN LN S 3RD AVE FRONTAGE RD GOLDENSTEIN LN Legend Major Roads City Limits - Boundary Bozeman Growth Policy Boundary Urban Waterways Minor Waterways Lakes ± 324 Progress report for Branch out Bozeman Since work began on May 23rd, students Ben Morris and Niko Hinz have been steadily updating the line features from the City of Bozeman waterways layer to reflect the current position of waterways. Our main reference for correcting the line vertices is the orthographic imagery of Bozeman flown in April 2021 (waterways data is from 2011). Within the area of interest, we comb through the existing line feature and identify where the line deviates from the path shown in the imagery, then edit vertices of the stream segment line to the center of the waterway. The orthographic imagery is accurate to 15 cm, which falls well within our goal of sub-meter accuracy. In locations with tree cover/uncertainties and sight of the water's surface is lost, ground truthing with an Emlid GPS unit is employed. Within our areas of interest, there are approximately 55 kms of waterways. As of July 11th, we have assessed and corrected vertices along 11.78 km (21.4%) of streams and ditches to reflect the most recent imagery as well as our ground truthing efforts. When ground truthing, points are collected at every visually discernible change in course for the waterway. In straightaways, we travel no farther than 10 meters without collecting a new point. For our points collected so far (143 in total), our average error value provided by the GPS is 30.83 cm. In alignment with goals laid out in the initial project outline, students have added 3 new fields to the existing waterways layer: “TYPE”, where the existing waterway’s classification corresponds with a coded numeric value; “SECONDARY TYPE”, which will allow for future reclassification of waterways which fit multiple descriptions; and “RESPONSIBLE PARTY”, which identifies ditch companies and private landowners who oversee the specific sections of waterways. This field was created using information from the State of Montana’s Water Resources Survey. Once all necessary revisions to the waterways line features are made, we plan to incorporate data from the City’s Stormwater layer to aid in filling out the “SECONDARY TYPE” field for waterways that are also represented on the stormwater infrastructure map. 325 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Anna Bentley, Community Development Interim Director SUBJECT:Annual Report on Bozeman Community Plan 2020 Implementation MEETING DATE:August 15, 2022 AGENDA ITEM TYPE:Plan/Report/Study RECOMMENDATION:Receive report 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 Bozeman Community Plan 2020 (BCP2020) is the City's seventh growth policy. Adopted in November 2020, it is the City's land use plan document. Identifying goals, aspirations, and actions it coordinates many areas of community interests. The document is available through the Community Development website. Chapter 4 addresses implementation. Specific actions are identified and metrics for long term tracking are established. Page 62 calls for an annual report on implementation of the document. This annual report is separate from the 10 metrics for monitoring and updates on page 64 which have a range of frequency of measure ranging from one to three years. A first annual report identifying actions taken to implement each Theme and associated objectives of the BCP2020 has been prepared. It covers more than a one year period due to initial start up. Future reports will be prepared on a calendar year basis. UNRESOLVED ISSUES:None ALTERNATIVES:None. FISCAL EFFECTS:None Attachments: 2022 Annual Report.pdf 326 Report compiled on: July 27, 2022 327 Page 1 of 35 BOZEMAN COMMUNITY PLAN 2020 ANNUAL IMPLEMENTATION REPORT The Bozeman City Commission adopted the Bozeman Community Plan 2020 on November 17, 2020. The plan includes many policies to guide public and private actions. To observe and monitor plan effectiveness, the plan calls for an annual report on actions taken to implement the plan. This report fills that requirement and covers calendar year 2021 and up to May 1, 2022. The plan horizon is 20 years. The plan will be reviewed five years after adoption and updated as needed. Implementation of the plan occurs through a wide variety of City and partner organization actions. Plan implementation may be a one-time action or on-going work. This report covers two elements of the plan. 1) The short-term action list is a group of actions drawn from the objectives of the plan. Each item advances a range of objects. These represent items the Planning Board (now the Community Development Board) considered important priorities. Responses to the various items are presented in the detailed descriptions of implementation actions for each objective. 2) An item by item response for each objective. If no specific action is listed then no individual action has been taken on that item so far, or actions taken were not provided to Community Development. Plan metrics are also part of the plan. These items are measured over time ranges of up to three years. Work is underway to develop the tools to measure metric status. Separate reporting of plan metrics will be provided. SECTION 1. SHORT-TERM ACTION LIST This Plan identifies many actions and objectives to address the listed goals. Many actions are ongoing. Some are specific shorter term actions to implement this Plan. The following list is not listed in any order of priority and is drawn from those shorter term actions listed in Chapter 2. For details on implementation of each short term action see the referenced objectives in Section 2 of this report. 1. Review potential upzoning to implement objectives N-1.1, N-1.2, and N-1.4. 2. Evaluate zoning map changes needed to implement objectives N-1.3, N-2.1, N-2.2, and N-3.9 consistent with factors identified in Chapter 5, Zoning Amendment Review. 3. Evaluate design standards as identified in objectives N-1.7 and N-2.4. Buildings are to be capable of serving an initial residential purpose and be readily converted to commercial uses when adequate market support for commercial services exists. 328 Page 2 of 35 4. Evaluate revisions to maximum building height limits in multi-household, commercial, industrial, and mixed-use zoning districts to account for revised building methods, building code changes, and the effect of incremental changes on meeting goals of this plan as noted in objective DCD-2.4. 5. Update land development standards to implement the Integrated Water Resources Plan as identified in objective EPO-3.5. 6. Identify missing links in the multimodal system, prioritize those most beneficial to complete, and pursue funding for completion of those links as noted in objectives M-1.4, M-1.9, and M-1.11. 7. Evaluate parking requirements and methods of providing parking as part of the overall transportation system for and between districts as noted in objective M-1.12. 8. Revise current intersection level of service design standards to multimodal level of service or traffic stress for people walking, biking, and using transit as identified in objective M-1.3. 9. Prepare for establishment of a Metropolitan Planning Organization, anticipated to be required after the completion of the 2020 US Census and noted in objective RC-1.6. 10. Establish standard practices for sharing development application information and exchanging comments between the City and County as identified in objective RC-3.5. 11. Revise the zoning map to harmonize with the future land use map as noted in objectives N-1.3, N- 2.1, N-2.2, EE-1.6, and RC-4.4. 12. Update the UDC to reflect density increases or minimums within key districts as noted in objectives DCD-1.4, EPO-1.6, and RC-4.4. 13. Retain firm that specializes in form-based development codes to evaluate the City's UDC, especially with regard to completing the transition to a form-based code and simplification so that it can be understood by the general public and consistently applied by planning staff. 14. Work with partner organizations to implement EPO-1.5 to identify and reduce impacts on environmentally sensitive areas. SECTION 2. PLAN THEMES, GOALS, AND OBJECTIVES THEME 1: A RESILIENT CITY | GOALS, OBJECTIVES, AND ACTIONS Our City desires to be forward thinking, collaborative, and deliberate in planning and execution of plans and policies to enable our community to successfully ride the waves of change. Goal R-1: Continue to strengthen and develop resilience as a community. Implementation Actions R-1.1. Be reflective: use past experience to inform future decisions. Experience in existing code and plan usage does and will inform amendments to improve processes and standards. 329 Page 3 of 35 R-1.2. Be resourceful: recognize alternative ways to use resources. R-1.3. Be inclusive: prioritize broad consultation to create a sense of shared ownership in decision making. The new Engage Bozeman community input tool was created and is operating. https://engage.bozeman.net/ R-1.4. Be integrated: bring together a range of distinct systems and institutions. UDC update is underway and cross issue/department coordination is part of that, e.g. climate action plan and water conservation plan implementation coordination. R-1.5. Be robust: well-conceived, constructed, and managed systems. The City designs utilities and other infrastructure for long term reliability and maintenance. R-1.6. Be redundant: spare capacity purposefully created to accommodate disruption. Facility plans identify needed redundancies to address disruptions. R-1.7. Be flexible: willingness and ability to adopt alternative strategies in response to changing circumstances. Analysis of water conservation options – City Commission work session completed Feb. 15, 2022. Code amendments are in development. Goal R-2: Pursue community decisions in a manner that supports resilience. Implementation Actions R-2.1. Co-Benefits: Provide solutions that address problems across multiple sectors, creating maximum benefit. UDC update is underway and cross issue coordination is part of that, e.g. climate action plan and water conservation plan implementation coordination as well as growth policy. 330 Page 4 of 35 R-2.2. High Risk and Vulnerability: Ensure that strategies directly address the reduction of risk to human well- being, physical infrastructure, and natural systems. Ordinance 2057 updated floodplain regulations to incorporate latest best practices, coordinate with Gallatin County, and better coordinate with other UDC elements. R-2.3. Economic Benefit-Cost: Make good financial investments that have the potential for economic benefit to the investor and the broader community both through direct and indirect returns. Annual capital improvement program coordinates funding sources and construction to create best value outcomes in conjunction with community priorities and plans such as supporting compact development and redevelopment. R-2.4. Social Equity: Provide solutions that are inclusive with consideration to populations that are often most fragile and vulnerable to sudden impacts. City-wide equity review and initiative is underway through the City Manager’s office. R-2.5. Technical Soundness: Identify solutions that reflect best practices that have been tested and proven to work in similar local or regional contexts. R-2.6. Innovation: Advance new approaches and techniques that will encourage continual improvement and advancement of best practices. R-2.7. Adaptive Capacity: Include flexible and adaptable measures that consider future unknowns of changing climate, economic, and social conditions. a) Code standards for reuse are simplified, infill standards are under development b) The Bozeman Public Safety Center will be built to the Essential Services Standard to withstand extreme weather and will provide 72 hours of backup power and is capable of serving as a back-up Emergency Operations Center (OPS). The facility is energy storage-ready to take advantage of 331 Page 5 of 35 the 264kW solar PV system. The facility will showcase structural and operational resiliency, energy and water efficient building design and best practices in stormwater management to encourage water infiltration. The facility will provide advanced Indoor Air Quality monitoring for Fire Department staff. R-2.8. Harmonize with Existing Activity: Expand, enhance, or leverage work being done to build on existing efforts. UDC update planning is underway and cross issue coordinate is part of that, e.g. climate action plan and water conservation plan implementation coordination. R-2.9. Long-Term and Lasting Impact: Create long-term gains to the community with solutions that are replicable and sustainable, creating benefit for present and future generations. Analysis of water conservation options – City Commission work session completed Feb. 15, 2022. Code amendments are in development for review and adoption in 2022. THEME 2: A CITY OF UNIQUE NEIGHBORHOODS | GOALS, OBJECTIVES, AND ACTIONS Our City desires to be diverse, healthy, and inclusive, defined by our vibrant neighborhoods, quality housing, walkability, excellent schools, numerous parks and trails, and thriving areas of commerce. Goal N-1: Support well-planned, walkable neighborhoods. Implementation Actions N-1.1. Promote housing diversity, including missing middle housing. Created new use of Apartment Building, Limited with associated standards; Revisions to accessory dwelling standards adopted in Ord 2091, new zoning departures options being developed with adoption scheduled after this reporting period. N-1.2. Increase required minimum densities in residential districts. UDC update planning is underway and reevaluation of minimum densities is part of that work. 332 Page 6 of 35 N-1.3. Revise the zoning map to lessen areas exclusively zoned for single-type housing. N-1.4. Promote development of accessory dwelling units (ADUs) a) Revisions to accessory dwelling standards adopted in Ord 2091. b) New departures, Ord 2111, to support ADU construction will take effect summer 2022. N-1.5. Encourage neighborhood focal point development with functions, activities, and facilities that can be sustained over time. Maintain standards for placement of community focal points and services within new development. N-1.6. Encourage urban agriculture as part of focal point development, in close proximity to schools, and near dense or multi-unit housing. The Bozeman Parks and Recreation Department: a) Hosted the Learning Garden at Story Mill Community Park, which is managed by Gallatin Valley Food Bank with the vision to create a healthier, more resilient, food- secure community in which all of the members are empowered and have the means to nourish themselves. b) Hosted the Gallatin Valley Farm to School mobile greenhouse "Bozone Bus". c) Supported a CATS project where MSU students evaluated community garden models and presented recommendations to City Staff. N-1.7. Review and where appropriate, revise block and lot design standards, including orientation for solar power generation throughout city neighborhoods. This will be evaluated during the overall code review to begin summer 2022. 333 Page 7 of 35 N-1.8. Install, replace, and maintain missing or damaged sidewalks, trails, and shared use paths. Routine maintenance is executed on an annual basis for replacement of sidewalks. Some pathways are also maintained by HOAs if they are located in open space areas. It is desired to have a more robust funding mechanism to utilize for filling in the gaps in the facilities. In addition to filling in the gaps, year- round maintenance, and especially winter maintenance, is critical for keeping facilities open for all modes. N-1.9. Ensure multimodal connections between adjacent developments a) 38.520.040 and other code sections require connections. This code is applied with all appropriate development. b) Engineering staff and the TDM Coordinator routinely review development applications for best practices as well as standards and code adopted by the City to ensure that connectivity is created by adjacent developments and those established even years ago. Future goals should include inclusion of Transit Oriented Developments (TODs), especially on the outskirts where higher density development is desired and to support the expansion of the community’s transit organization and its services provided. N-1.10. Increase connectivity between parks and neighborhoods through continued trail and sidewalk development. Prioritize closing gaps within the network. This issue is included in the scope of the Parks, Recreation, and Active Transportation Plan [PRAT] (currently in planning) with a focus on establishing an understanding of priority routes to parks and open space amenities and facilities in addition to identifying missing connections, and creating a comprehensive wayfinding plan. 334 Page 8 of 35 N-1.11. Enable a gradual and predictable increase in density in developed areas over time. a) Revisions to accessory dwelling standards adopted in Ord 2091. b) Departures in support of infill (Ordinance 2111) approved by the City Commission will take effect in summer 2022. N-1.12. Encourage major employers to provide employee housing within walking/biking distance of place of employment. The Transportation Demand Management (TDM) plan has a provision to focus on programmatic and educational outreach and engagement to reach out to workplaces in order to encourage them to support staff using active modes and alternative work environments (eg. work from home), in turn making employment and housing more flexible. Goal N-2: Pursue simultaneous emergence of commercial nodes and residential development through diverse mechanisms in appropriate locations. Implementation Actions N-2.1. Ensure the zoning map identifies locations for neighborhood and community commercial nodes early in the development process. N-2.2. Revise the zoning map to support higher intensity residential districts near schools, services, and transportation. Twelve applications for zone map amendments increasing allowed intensity were approved during this reporting period. Others are in review. 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 335 Page 9 of 35 N-2.4. Evaluate design standards. Encourage development in appropriate districts of buildings that are capable of serving an initial residential purpose and be readily converted to commercial uses when adequate market support for commercial services exists. Ord 2062 revised ground floor standards to facilitate redevelopment and flexible building use. N-2.6. Ensure that new development includes opportunities for urban agriculture, including rooftop and home gardens, community gardens, or urban farms. Planned to be addressed with the overall UDC update beginning summer 2022. Goal N-3: Promote a diverse supply of quality housing units. Implementation Actions N-3.1. Establish standards for provisions of diversity of housing types in a given area. Revisions to accessory dwelling standards adopted by Ord. 2091. N-3.2. Review zoning districts to assess the range of housing types in each district. To be addressed with the overall UDC update beginning summer 2022. N-3.3. Encourage distribution of affordable housing units throughout the City with priority given to locations near commercial, recreational, and transit assets. Review of affordable housing incentives and possible procedural changes is underway. Work Session with City Commission completed on March 1, 2022. Supported construction of price limited housing west (Timber Ridge – 30), north east (Bridger View -31, Canyon Gate – 60), and central (Arrowleaf -232). N-3.4. Require development of affordable housing through coordination of funding for affordable housing and infrastructure. a) Staff is developing procedures for this process. Pending code amendment to replace 38.380 addresses various incentives for affordable housing. b) Supported housing construction through TIF programs with 9Ten in Midtown (90 homes), Wildlands in Northeast TIF (3), and others in process. 336 Page 10 of 35 N-3.5. Strongly discourage private covenants that restrict housing diversity or are contrary to City land development policies or climate action plan goals. City Commission has identified creation of draft covenants as a priority for the 2022-2023 work period. N-3.6. Include adequate residentially-designated areas for anticipated future housing in the future land use map. Completed. See future land use map. N-3.7. Support compact neighborhoods, small lot sizes, and small floor plans, especially through mechanisms such as density bonuses. Planned to be evaluated with the overall UDC update beginning summer 2022. N-3.8. Promote the development of "Missing Middle" housing (side by side or stacked duplex, triplex, live-work, cottage housing, group living, rowhouses/townhouses, etc.) as one of the most critical components of affordable housing. a) Planned to be addressed with the overall UDC update beginning summer 2022. b) New zoning departures options created by Ordinance 2111, effective date is after this reporting period. N-3.9. Ensure an adequate supply of appropriately designated land to accommodate Low Income Housing Tax Credit development in qualifying census tracts. Zoning is in place. Qualifying census tract designation is outside of the City’s control and may be revised as the 2020 Census information is released. Goal N-4: Continue to encourage Bozeman’s sense of place. Implementation Actions N-4.1. Continue to recognize and honor the unique history, neighborhoods, neighborhood character, and buildings that contribute to Bozeman’s sense of place through programs and policy led by both City and community efforts. Continued development of historic preservation programs are underway. Implementation of prior Commission direction is being coordinated with the UDC update scheduled to begin this year. N-4.2. Incorporate features, in both public and private projects, to provide organization, structure, and landmarks as Bozeman grows. 337 Page 11 of 35 N-4.3. Revise Design Guidelines within the Conservation Overlay District to distinguish Downtown from the residential neighborhoods, to encourage neighborhoods and neighborhoods near transition areas, both north and south of Downtown. Continued development of historic preservation programs are underway. Implementation of prior Commission direction is being coordinated with the UDC update scheduled to begin this year. N-4.4. Ensure an adequate supply of off-leash facilities to meet the demand of Bozeman dog owners. The Parks Dept. is updating the park master plan in 2022. This issue will be addressed through that process. THEME 3: A CITY BOLSTERED BY DOWNTOWN AND COMPLEMENTARY DISTRICTS | GOALS, OBJECTIVES, AND ACTIONS Our City is bolstered by our Downtown, Midtown, University and other commercial districts and neighborhood centers that are characterized by higher densities and intensities of use. Goal DCD-1: Support urban development within the City. Implementation Actions DCD-1.1. Evaluate alternatives for more intensive development in proximity to high visibility corners, services, and parks. a) Ordinance 2070 increased allowed building heights. b) Evaluation of building height transitions and impact mitigation is part of overall UDC update. DCD-1.2. Remove regulatory barriers to infill. a) Zone Map Amendments are in review and 12 up-zonings were approved during this reporting period. b) A new set of departures for housing which favors infill was created in Ord 2111. DCD-1.3. Work with state regulatory agencies and the legislature to remove disincentives in state law and regulations to municipal development. Efforts to simplify application of the Sanitation in Subdivision Act are underway. DCD-1.4. Update the Unified Development Code (UDC) to reflect density increases or minimums within key districts. UDC update planning is underway. Evaluation of number and character of districts is part of the process. 338 Page 12 of 35 DCD-1.5. Identify underutilized sites, vacant, and undeveloped sites for possible development or redevelopment, including evaluating possible development incentives. The City’s land use inventory is available online and can be cross connected to zoning to identify possible sites. DCD-1.6. Investigate expansion of existing or creation of new urban renewal areas to encourage redevelopment of key properties. The Pole Yard urban renewal district was formed in 2021. DCD-1.7. Coordinate infrastructure construction, maintenance, and upgrades to support infill development, reduce costs, and minimize disruption to the public. This is part of daily work activities across multiple departments. CIP development formalizes these evaluations. DCD-1.8. Collaborate with the Montana State University School of Architecture and the Sustainable Foods and Bioenergy Systems department to develop educational materials and opportunities for local architects, community planners, and citizens on how to do quality urban design for infill and greenfield sites. DCD-1.9. Promote mixed-use developments with access to parks, open space, and transit options. The PRAT Plan will address access to parks, open space and the provision for transit options. In addition, the plan will explore the “level of comfort” associated with accessing these spaces throughout the community. DCD-1.10. Support University efforts to attract development near campus. DCD-1.11. Pursue annexations consistent with the future land use map and adopted facility plans for development at urban intensity. Privately initiated annexations consistent with this goal are encouraged. City is not initiating annexations at this time. The City has approved all requested annexations during the reporting period. 339 Page 13 of 35 DCD-1.12. Prioritize the acquisition and/or preservation of open space that supports community values, addresses gaps in functionality and needs, and does not impede development of the community. The Parks and Recreation Department has: a) Procured services through RFP for Parks, Recreation and Active Transportation Plan (PRAT) to develop and design park and recreation guidelines and policies to align with relevant Climate Plan priorities, including targeted engagement around climate and sustainability. b) Worked to allow and accept more wildlands and wetlands as dedicated park space to diversify parkland types and for environmental preservation. Examples include Northwest Crossing, Norton Ranch, Bronken Wetlands, and Story Mill Park. c) Started a significant tree installation program to enhance carbon sequestration and help fight the heat island effect. Recently trees were installed at the Bozeman Sports Park, Adam Bronken Park, Oak Meadows Park, Langhor Park, and Oak Springs Park. DCD-1.13. Pursue acquisition and development of diverse water sources and resources. This is ongoing work for the Engineering division. Evaluation of a possible well field on the west side of town is an active project. 340 Page 14 of 35 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. Implementation Actions DCD-2.1. Coordinate infrastructure development, land use development, and other City actions and priorities through community planning. This is part of daily work activities across multiple departments. CIP development formalizes these evaluations. DCD-2.2. Support higher density development along main corridors and at high visibility street corners to accommodate population growth and support businesses. Several zone map amendments have been approved consistent with this objective. Others are actively being reviewed. DCD-2.3. Review and update minimum development intensity requirements in residential and non-residential zoning districts. This is planned to be addressed with the update to the UDC beginning summer of 2022. DCD-2.4. Evaluate revisions to maximum building height limits in all zoning districts to account for contemporary building methods and building code changes. Ordinance 2070 adopted summer 2021 raised maximum building heights. DCD-2.5. Identify and zone appropriate locations for neighborhood-scale commercial development. DCD-2.6. Evaluate and pursue joint mitigation of development impacts across multiple developments. DCD-2.7. Encourage the location of higher density housing and public transit routes in proximity to one another. DCD-2.8. Revise the zoning ordinance, reducing the number of zoning districts to be more consistent with the designated land use classifications, to simplify the development process, and support affordability objectives of the plan. This is planned to be addressed with the update to the UDC beginning summer of 2022. 341 Page 15 of 35 DCD-2.9. Evaluate increasing the number of stories allowed in centers of employment and activity while also directing height transitions down to adjacent neighborhoods. Ordinance 2070 adopted summer 2021 raising maximum building heights. Research on height transition is ongoing. Goal DCD-3: Ensure multimodal connectivity within the City. Implementation Actions DCD-3.1. Expand multimodal accessibility between districts and throughout the City as a means of promoting personal and environmental health, as well as reducing automobile dependency. The Parks, Recreation, and Active Transportation Plan will address accessibility between districts in addition to staff focus in CIP projects, infill and project review. DCD-3.2. Identify missing links in the multimodal system, prioritize those most beneficial to complete, and pursue funding for completion of those links. The Parks, Recreation, and Active Transportation Plan now in development includes this work. The PRAT plan will partially address these missing links. In addition, opportunities will be investigated, where applicable, during plan review and in the CIP development process, on an ongoing basis. DCD-3.3. Identify major existing and future destinations for biking and walking to aid in prioritization of route planning and completion. A major scope in the PRAT plan is to identify priority routes and destinations both for recreational opportunities as well as access to essential services, schools and neighborhoods. DCD-3.4. Support implementation of the Bozeman Transportation Master Plan strategies. With the addition of the TDM Coordinator and additional staff in the Public Works Division there is the opportunity to implement elements of the TMP through regular plan review in addition to special projects and TDM programs. The plan will need to be updated soon since it was adopted in 2017. 342 Page 16 of 35 DCD-3.5. Encourage increased development intensity in commercial centers and near major employers. Revisions to code have been completed to allow taller commercial buildings and simplify review processes, Ord 2070. Further evaluation of this will occur during the overall code update to begin summer 2022. DCD-3.6. Evaluate parking requirements and methods of providing parking as part of the overall transportation system for and between districts. a) Parking requirements for accessory dwellings have been repealed. b) Economic Development’s Parking Division has been studying the issue and alternate parking management options in the Downtown area. Goal DCD-4: Implement a regulatory environment that supports the Community Plan goals. Implementation Actions DCD-4.1. Ensure that the Planning Department is supported with the resources required to effectively implement this plan, to dedicate staff to long range and regional planning efforts, and to process development applications expeditiously. DCD-4.2. Continuously invite and give due consideration to the input of design and development professionals in the improvement of the city's project evaluation processes and development code. The City regularly meets with design professionals and seeks input. DCD-4.3. Complete the transition to a form-based code and simplification so that it can be understood by the general public and consistently applied by planning staff. a) Partial funding was provided in FY2022 and is expected to be completed in FY2023. b) An RFP was issued for a consultant to support this work in April 2022. 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. New zoning departures options were developed with Ord 2111 with adoption scheduled after this reporting period. This is further 343 Page 17 of 35 planned to be addressed with the update to the UDC beginning summer of 2022. THEME 4: A CITY INFLUENCED BY OUR NATURAL ENVIRONMENT, PARKS, AND OPEN LANDS | GOALS, OBJECTIVES, AND ACTIONS Our City is home to an outdoor-conscious population that honors and protects our natural environment and our well-managed open space and parks system. Goal EPO-1: Prioritize strategic acquisition of parks to provide a variety of recreational opportunities throughout the City. Implementation Actions EPO-1.1. Coordinate the location of existing and future parks to create opportunities for linear parks to connect larger parks. Prioritize quality locations and features in parks over quantity of parks. Parks, Recreation, and Active Transportation Plan now in development includes this work. EPO-1.2. Collaborate with partner agencies and organizations to establish sustainable funding sources for ongoing acquisition, construction, and operations of City parks, trails, gardens, and open space. Creation of Park Maintenance District created a stable funding source for City Parks. EPO-1.3. Incorporate unique and inclusive recreational and artistic elements into parks. This is an operational issue addressed with plans for individual parks. EPO-1.4. Research and implement multi-use features within parks to promote increased use and visitation. Wherever possible, parks are connected to multi-modal transportation options and accessible for people with disabilities. The PRAT plan will assist with identifying programming and facilities that are desired in the community’s parks and open spaces. The “Active Transportation” portion of the plan will address connectivity for multi- modal transportation and focus on access for all members of the community. 344 Page 18 of 35 EPO-1.5. Work with partner organizations to identify and reduce impacts on at-risk, environmentally sensitive areas that contribute to water quality, wildlife corridors, or wildlife habitat, specifically wildlife habitat as we continue outward growth. a) An RFP has been issued to choose a consultant to support this work. Funding has been set aside for the project. b) The Public Works Department is working on the initial draft for stormwater standards and has programs to detect and eliminate illicit discharges, inspect construction sites, and maintain post-construction features, as required by the MS4 Permit. As a co-benefit, these also protect wetlands, maintain the designed flood resilience in the built environment, and mitigate impacts to water quality. c) Community Development has funded creation of an updated streams and ditches GIS layer that will help with early identification of protected waters. Completion in 2023. EPO-1.6. Upon completion of an update to the City’s park master plan, review standards of the UDC for adequacy and update, as needed, to coordinate with development review standards and practices. Parks, Recreation, and Active Transportation Plan is now in development. Standards update will follow completion of the plan. Goal EPO-2: Work to ensure that development is responsive to natural features. Implementation Actions EPO-2.1. Where appropriate, activate connections to waterways by creating locations, adjacent trails, and amenities encouraging people to access them. Amenities such as waterways and water features are an integral part of park planning and it is encouraged through park land review that natural areas establish a relationship with walkways and trails. The PRAT plan will address this further. 345 Page 19 of 35 EPO-2.2. Work with the U.S. Army Corps of Engineers to keep wetlands mitigation within the Gallatin Valley rather than locating to other watersheds. An RFP has been issued to choose a consultant to support this work as part of a sensitive lands protection plan. Funding has been set aside for the project. EPO-2.3. Identify, prioritize, and preserve key wildlife habitat and corridors. An RFP has been issued to choose a consultant to support this work. Funding has been set aside for the project. Goal EPO-3: Address climate change in the City’s plans and operations. Implementation Actions EPO-3.1. Support development of maintenance standards including sidewalk clearing, sidewalk surfaces, bike lanes, and procedures for consistent implementation. Maintenance issues associated with parks and open space, in addition to active transportation routes, will be addressed in the PRAT plan. In addition, staff is working toward this issue in the TDM plan in order to improve the year-round conditions of our system. This type of activity requires additional funding and staff, which should be addressed on a higher level in order to provide the level of best practice maintenance expected. EPO-3.2. Ensure complete streets and identify long-term resources for the maintenance of year-round bike and multi-use paths to improve utilization and reduce annual per capita vehicle miles traveled. The City’s Complete Streets Policy is a resolution. As part of the UDC update it will be evaluated if the full extent of the Complete Streets concept is embedded in city policy and code. It is the intent of the TDM Coordinator to research this more fully in the coming months. 346 Page 20 of 35 EPO-3.3. Support water conservation, use of native plants in landscaping, and development of water reuse systems. a) City Commission has directed preparation of code amendments to support this objective. b) Irrigation control standards were adopted this spring. c) The Public Works Department is in the process of developing a 20- year Water Conservation Plan that will not only evaluate additional incentive and education based measures, but also review code and water rate structure adjustments. This includes landscape and irrigation code changes, water budget based rates, irrigation submetering and associated rates, and tiered rates for various customer classes. EPO-3.4. Review and update landscape and open space standards for public and private open spaces to reduce water use. Likewise, review and update standards for reuse systems. City Commission has directed preparation of code changes. Research and drafting are underway by the Water Conservation division. EPO-3.5. Update land development standards to implement the Integrated Water Resources Plan. City Commission has directed preparation of code amendments to support this objective. EPO-3.6. Review and revise stormwater standards to address changing storm profiles. EPO-3.7. Review and update development regulations to implement facility and service plans when those plans are updated. This is an ongoing effort as each plan is updated. An update to the sewer facility plan and the park facility plan are presently underway. Amendments as needed will follow completion. 347 Page 21 of 35 EPO-3.8. In coordination with the Sustainability Division, provide public education on energy conservation and diversified power generation alternatives. The Strategic Services Department participated in NorthWestern Energy’s Demand Side Management Stakeholder Advisory Committee, which reviewed the utility’s energy and water efficiency rebates. Staff contributed comment on the rebate structure and community engagement strategies, including advocating for peak demand messaging and residential gas and electric utility rebates. EPO-3.9. Integrate climate change considerations into development standards. a) Adoption of Floodplain Regulations, Ordinance 2057, updated Bozeman's municipal regulation of floodplain management for development, subdivision, zoning, and environmental health and resiliency. b) This was included in the RFP for the update to the UDC beginning summer of 2022. EPO-3.10. Inclusion of community gardens, edible landscaping, and urban micro-farms as part of open spaces outside of watercourses and wetlands in subdivisions is encouraged where appropriate. Some elements of this are already allowed and supported by the City. This is further planned to be addressed with the update to the UDC beginning summer of 2022. The Bozeman Parks and Recreation Department: a) Hosted the Learning Garden at Story Mill Community Park, which is managed by Gallatin Valley Food Bank with the vision to create a healthier, more resilient, food- secure community in which all of the members are empowered and 348 Page 22 of 35 have the means to nourish themselves. b) Hosted the Gallatin Valley Farm to School mobile greenhouse "Bozone Bus". c) Supported a CATS project where MSU students evaluated community garden models and presented recommendations to City Staff. EPO-3.11. Support resource conservation through recycling, composting, and other appropriate means. The City encourages recycling and operates recycling collection. Composting has been evaluated and is not feasible at this time as a City operation. The City encourages private composting and recycling. The Public Works Department: a) Increased the number of curbside recycling customers by 4%. b) Continued partnering with Gallatin County of the development of a waste transfer station that will enhance recycling services. The Strategic Services Department: a) Co-sponsored a Fix-it Clinic to reduce landfill waste by giving a second life to useful goods. b) Assisted with recruitment for an MSU residential biodigester study to support local research on "upcycling" household food scraps. The Strategic Services Departments assisted with recruitment for an MSU residential biodigester study in support local research to "upcycle" household food scrapes. 349 Page 23 of 35 The Public Works Department is: a) Developing a Pilot Organics Collection Feasibility Study focused on the cost of service for a future curbside composting program. b) Providing collection services to support Montana State University's food composting pilot program. The Community Development Department is transitioning to electronic plan review and the City Clerk moved to fully digital packet materials, dramatically reducing paper waste. Goal EPO-4: Promote uses of the natural environment that maintain and improve habitat, water quantity, and water quality, while giving due consideration to the impact of City regulations on economic viability. Implementation Actions EPO-4.1. Eliminate reliance on private maintenance of public infrastructure, including public parks, trail systems, and stormwater facilities. Identify a sustainable and reliable public funding source for this infrastructure. Creation of the Park Maintenance District addresses the park element of this objective. EPO-4.2. Update floodplain and other regulations that protect the environment. a) Floodplain regulations have been updated to best practices with Ord. 2057. b) The Public Works Department offers the Adopt a Drain Program, which empowers and educates residents to improve water quality by removing debris around storm water drains to protect our waterways from pollution. c) The Strategic Services and Public Works Departments support Cleanup Bozeman, a year-round trash collection program, as well as the Bozeman Cleanup Day, to help engage the community to work 350 Page 24 of 35 together to clean up our streets and public spaces and protect our parks and waterways from pollution. EPO-4.3. Pursue an inter-jurisdictional effort to establish baseline information on air quality trends and enhance monitoring facilities. To help avoid unnecessary vehicle congestion and tailpipe emissions, the City of Bozeman Parking Division installed occupancy signs on the outside of the Bridger Parking Garage. This information is also sent to the City's parking app, PARK BZN, which allows people to see how many spots are available in the garage. EPO-4.4. Collaborate with other Montana cities working with regulatory agencies to establish fair and technologically feasible water treatment standards. EPO-4.5. Complete the update for an integrated Hazard Management and Mitigation Plan. Completed in November 2020. EPO-4.6. Develop a plan to mitigate conflicts between humans and wildlife through the use of proactive, non- lethal measures. THEME 5: A CITY THAT PRIORITIZES ACCESSIBILITY AND MOBILITY | GOALS, OBJECTIVES, AND ACTIONS Our City fosters the close proximity of housing, services, and jobs, and desires to provide safe, efficient mobility for pedestrians, cyclists, transit users, and drivers. Goal M-1: Ensure multimodal accessibility. Implementation Actions 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. All zoning districts enable diverse uses. Most districts specifically authorize mixed residential and service/commercial uses. 351 Page 25 of 35 M-1.2. Make transportation investment decisions that recognize active transportation modes and transit as a priority. a) Staff has been working toward prioritizing transportation investment decisions through the CIP, the development of a TDM budget and establishment of partnerships to develop programs that support active modes in the community. b) The City Commission increased funding for Bozeman's fare-free transit system, Streamline Bus. M-1.3. Develop service standard levels for multimodal travel. The PRAT plan will partially address this, as will the revising of the engineering standards and alignment with other plans and policies. 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.). Like other objectives, this will be covered by the PRAT plan, the CIP, the revisions of the UDC, and the development of solid engineering standards to be employed with all private and public projects that include transportation components or the opportunity for “affordances” of concurrent planning and implementation. M-1.5. Identify locations for key mobility hubs (e.g. rideshare drop off/ pick up areas, bike/scooter share, transit service, bike, and pedestrian connections). 352 Page 26 of 35 M-1.6. Integrate consideration of rideshare and other mobility choices into community planning regulations. a) Car share is incorporated into City regulations in 38.540.050.A of right. Private rideshare companies offer services in the community. These operate independently from the public sector. However starting July 1, 2023 the city will officially offer reimbursement for city residents who join a guaranteed ride home program utilizing the GoGallatin commuter platform. This program is intended to offer incentives for active commuters who need an emergency ride home should their original form of transportation fail to serve them that day. b) Bicycle parking is required and also allowed as a reduction for provision of motor vehicle parking in 38.540.050. c) The Public Works Department coordinated with private companies to develop and implement a plan to manage e- scooters. M-1.7. Develop a trunk network of high-frequency, priority transit service connecting major commercial nodes and coinciding with increased density. M-1.8. Establish standards and procedures for placement of bus shelters in City rights of way. Completed. 353 Page 27 of 35 M-1.9. Prioritize and construct key bicycle infrastructure, to include wayfinding signage, connections, and enhancements with emphasis on completing network connectivity. The PRAT plan will address physical components of this objective. The 2023 fiscal budget is planned to provide additional funding for a wayfinding component in the PRAT plan that would provide a comprehensive study and plan for wayfinding elements, priority routes, and naming and branding of transportation based signage in the community. M-1.10. In conjunction with the transportation plan, work to develop a core network of “AAA” (appropriate for all ages and abilities) bike routes covering at least 75 percent of households and 75 percent of jobs within ½ mile of the network. The PRAT plan will support the development of “AAA” bike routes, including bike boulevards, buffered bike lanes and off-street facilities where appropriate or feasible. The city can look into grant opportunities to offset the cost to fund retrofitting existing facilities. The PRAT plan will prioritize key off-street routes and have the provision for how to provide wayfinding. M-1.11. Prioritize and construct key sidewalk connections and enhancements. This has been addressed in prior objectives. M-1.12. Eliminate parking minimum requirements in commercial districts and affordable housing areas and reduce parking minimums elsewhere, acknowledging that demand for parking will still result in new supply being built. Parking requirements are being evaluated in the Downtown and alternative options are being considered. Parking requirements for ADUs were removed by Ord 2091. M-1.13. Work with community partners to expand the Main Street to the Mountains network and integrate the larger community recreational travel network. a) Triangle Trails Plan integrated other agency work on trail alignment. b) The PRAT plan will fundamentally address this in addition to ongoing partnerships with GVLT and other community 354 Page 28 of 35 organizations that focus on this network. In addition, the plan will explore additional sections of the network, branding and naming. M-1.14. Identify possible routes for future bicycle and pedestrian beltway/greenway. This has been addressed in prior objectives. Goal M-2: Ensure multimodal safety. Implementation Actions M-2.1. Work with the Public Works Department, Police Department, and other partners to provide education on safe travel behaviors and rules. Staff is working on a plan (TDM plan implementation section under “Programming”) to partner with internal staff in addition to the Transportation Board, community partners and the School District to enhance outreach and education to schools and community members most vulnerable, including school kids, work places and MSU. M-2.2. Review and, as appropriate, update the City’s complete streets policy. This has been addressed in prior objectives. M-2.3. Work with School District #7 and other community partners in planning and operating safe routes to local schools. GoGallatin/WTI is implementing a beta test incentive project to encourage active commuting with school kids in the Monforton District. Following reporting on this to determine if the program was successful, retooling and possible implementation within School District #7 is possible, including a programmatic element of education through a revamped safe routes to schools program. M-2.4. Encourage the design of school sites to support walking and biking. Coordination and partnership with the School District has already been established and should be enhanced to encourage their development to be in compliance with code and best practices for 355 Page 29 of 35 school site development. This process has been initiated with the new Facilities Director in School District #7. M-2.5. Develop safe crossings along priority and high utilization pedestrian and biking corridors. This has been addressed in prior objectives. THEME 6: A CITY POWERED BY ITS CREATIVE, INNOVATIVE, AND ENTREPRENEURIAL ECONOMY| GOALS, OBJECTIVES, AND ACTIONS Our City benefits from and desires to further an expanding economy that is powered by the talents of its residents, a dedicated and engaged business community, and strong regional partnerships. Goal EE-1: Promote the continued development of Bozeman as an innovative and thriving economic center. Implementation Actions EE-1.1. Support the goals and objectives outlined in the Bozeman Economic Development Strategy. EE-1.2. Invest in those infrastructure projects that will strengthen business and higher education communities as coordinated through the annual capital improvement plan. EE-1.3. Continue to facilitate live/work opportunities as a way to support small, local businesses in all zoning districts. a) This calls for continuation of existing policy and code. No reductions in emphasis in this area are expected. b) Supported housing construction through TIF programs with 9Ten in Midtown (90 homes), Wildlands in Northeast TIF (3). EE-1.4. Support employee retention and attraction efforts by encouraging continued development of affordable housing in close proximity to large employers. a) Supported housing construction through TIF programs with 9Ten in Midtown (90 homes). b) Support construction of Arrowleaf (232 homes) located near significant employer cluster. EE-1.5. Support expansion of current and emerging infrastructure technologies including fiber optic service and other communication infrastructure. 356 Page 30 of 35 EE-1.6. Update the zoning map to correct deficiencies identified in the annual land use inventory report. Annual land use report has not identified deficiencies at this point. Goal EE-2: Survey and revise land use planning and regulations to promote and support economic diversification efforts. Implementation Actions EE-2.1. Ensure the future land use map contains adequate areas of land for anticipated diverse users. Completed. EE-2.2. Review and revise, or possibly replace, the Business Park Mixed Use zoning district to include urban standards and consider possible alterations to the allowed uses. This will be reviewed as part of the overall UDC update to begin summer 2022. EE-2.3. Adopt zoning regulations that establish and define the range of urban agricultural practices, including vertical farms and other forms of urban farming, as a permitted or conditional use in appropriate locations. Urban agriculture can be compatible with a variety of land use designations shown on the Future Land Use Map. This will be reviewed as part of the overall UDC update to begin summer 2022. THEME 7: A CITY ENGAGED IN REGIONAL COORDINATION | GOALS, OBJECTIVES, AND ACTIONS Our City, in partnership with Gallatin County, Montana State University, and other regional authorities, desires to address the needs of a rapidly growing and changing regional population through strategic infrastructure choices and coordinated decision-making. Goal RC-1: Improve communication and coordination with Gallatin County, the City of Belgrade, public schools, and other regional public entities regarding community planning and associated matters. Implementation Actions RC-1.1. Consider regional impacts when making policy decisions affecting areas outside the City. a) Ordinance 2057 updated floodplain regulations to incorporate latest best practices, coordinate with Gallatin County, and better coordinate with other UDC elements. b) A joint project to evaluate environmentally sensitive lands surrounding Bozeman has begun with an RFP issued in spring 2022. 357 Page 31 of 35 A study of water and sewer system regionalization was funded and begun in 2021. c) The City is working with partners investigating housing issues and possible solutions throughout the county. RC-1.2. Coordinate planning activities to promote consistency throughout the region for parks, transportation, bus service, and other community infrastructure. a) Triangle Trails Plan was adopted in 2021. City was an active participant and information and policies are being integrated into the City’s park plan update. b) The City and other jurisdictions are beginning discussion on formation of a Metropolitan Planning Organization to coordinate transportation planning now that we have passed the 50,000 person threshold. RC-1.3. Research, understand, and collaboratively construct infrastructure and transportation improvements that benefit the region. a) A joint study on regionalization of water and sewer systems has been funded and begun in 2021. b) Bozeman surpassed the MPO population threshold with the Census. Work is underway with expected partner jurisdictions to prepare for MPO initiation. RC-1.4. Participate in regularly scheduled coordination meetings with Gallatin County and the City of Belgrade planning departments and planning boards to coordinate planning issues. The Planning Coordinating Committee meets six times per year and hosts roundtables for shared board engagement. RC-1.5. Implement the Triangle Community Plan in coordination between Bozeman, Belgrade, and Gallatin County. a) The first implementation task was the Triangle Trails plan adopted in 2021. 358 Page 32 of 35 b) A watercourse map update project began in spring 2022 and will take about a year. RC-1.6. Prepare for establishment of a Metropolitan Planning Organization, anticipated to be required by federal law after the completion of the 2020 US Census. Bozeman surpassed the MPO population threshold with the Census. Work is underway with expected partner jurisdictions to prepare for MPO initiation. Goal RC-2: Continue and build on successful collaboration with Gallatin County, neighboring municipalities, and other agencies to identify and mitigate potential hazards and develop coordinated response plans. Implementation Actions RC-2.1. Prohibit development in environmentally- sensitive or hazard-prone areas. a) Existing regulations protect wetlands and watercourse. Updated regulations for floodplains are adopted in 2021. Work on wildfire interface and other related issues is needed. b) An RFP for a collaborative evaluation of environmentally sensitive lands was issued in spring 2022. RC-2.2. Identify effective, affordable, and regionally- appropriate hazard mitigation techniques through the Gallatin County Hazard Mitigation and Community Wildfire Protection Plan and other tools. As a group, annually review the Gallatin County Hazard Mitigation Plan, and determine the need for updates and enhancements. Ordinance 2057 updated floodplain regulations to incorporate latest best practices, coordinate with Gallatin County, and better coordinate with other UDC elements. RC-2.3. Along with non-profit and agency partners, identify, map, and utilize geographic information systems (GIS) data to locate and monitor developments on environmentally sensitive and hazard-prone areas. a) Ordinance 2057 updated floodplain regulations to incorporate latest best practices, coordinate with Gallatin County, and better coordinate with other UDC elements. 359 Page 33 of 35 b) A watercourse map update project began in spring 2022 and will take about a year. RC-2.4. Review and revise land use regulations and standards that affect the wildland urban interface to provide adequate public safety measures, mitigate impacts on public health, and encourage fiscal responsibility. RC-2.5. Through coordination with non-profit and agency partners, identify and prioritize lands for acquisition or placement of conservation easements with the goal of lessening or eliminating development in environmentally sensitive areas and/or preserving areas consistent with the other priorities of this Growth Policy. An RFP for a collaborative evaluation of environmentally sensitive lands was issued in spring 2022. Goal RC-3: Collaborate with Gallatin County regarding annexation and development patterns adjacent to the City to provide certainty for landowners and taxpayers. Implementation Actions RC-3.1. Work with Gallatin County to create compact, contiguous development and infill to achieve an efficient use of land and infrastructure, reducing sprawl and preserving open space, agricultural lands, wildlife habitat, and water resources. a) Gallatin County and City of Bozeman exchange information on development proposals which affect each other. b) Ten annexations that are filling in the holes in the city are in review or have been completed since BCP2020 adoption. RC-3.2. Work with Gallatin County to keep rural areas rural and maintain a clear edge to urban development that evolves as the City expands outwards. RC-3.3. Prioritize annexations that enable the incremental expansion of the City and its utilities. City Commission adopted Resolution 5076 which includes this goal. RC-3.4. Encourage annexation of land adjacent to the City prior to development and encourage annexation of wholly surrounded areas. a) City Commission adopted Resolution 5076 which includes this goal. b) Ten annexations that are filling in the holes in the city are in review 360 Page 34 of 35 or have been completed since BCP2020 adoption. RC-3.5. Establish standard practices for sharing development application information and exchanging comments between the City and County. City Commission adopted Resolution 5076 which includes this goal for annexation. Contact persons have been designated. RC-3.6. Develop shared information on development processes. Both the Gallatin County and City of Bozeman planning departments are participating in review of state enabling law for planning and land development in preparation for statute updates. A procedure has been established to share information on annexation applications and actions. Comments are solicited from partner agencies as applications are submitted. RC-3.7. Provide education and information on the value and benefits of annexation, including existing un-annexed pockets surrounding the City, to individual landowners and the community at large. Establish interlocal agreements, when appropriate, to formalize working relationships and procedures. RC-3.8. Coordinate with Gallatin County for siting, development, and redevelopment of regional parks, emergency services, fairgrounds, transportation facilities, interchanges, or other significant regional services. A joint study on regionalization of water and sewer systems has been funded and began in 2021. a) The first implementation task was the Triangle Trails plan adopted in 2021. b) Bozeman surpassed the MPO population threshold with the Census. Work is underway with expected partner jurisdictions to prepare for MPO initiation. 361 Page 35 of 35 Goal RC-4. Ensure that all City actions support continued development of the City, consistent with its adopted Plans and standards. Implementation Actions RC-4.1. Enhance collaboration between City agencies to ensure quality design and innovation across public and private areas. The City has implemented ProjectDox software to support more collaborative application review across departments. The same software will be used for Building, Planning, Engineering, and Fire review processes. Departments are collaborating on code revisions that address multiple priorities. RC-4.2. Further develop reasonable and relevant metrics for community development within the City’s Planning Area to determine whether the intent of this Plan is being accomplished. RC-4.3. Prioritize human well-being and health in the creation and implementation of land development standards. RC-4.4. Update the Unified Development Code (UDC) to: Implement a twice-yearly code revision cycle. Identify and make revisions to optimize the UDC current conditions. This practice was started. The twice yearly cycle will be paused during the overall UDC update. Incorporate development minimums in designated growth areas. These have been established in residential zoning districts and will be reevaluated with the upcoming overall review of the Unified Development Code. Revise the zoning map to harmonize with the future land use map. Four privately initiated zone map amendments have moved this forward. City Commission has approved these amendments. 362