HomeMy WebLinkAbout004a PUD Preliminary Plan PUDP ChecklistPUDP
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
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
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
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
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
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.14, 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
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