HomeMy WebLinkAbout21394 Staff Report Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 1 of 15
Application No. 21394 Type Site Plan
Project Name Upland Way Condos SP
Summary A site plan application for 2 residential buildings with 42 condominiums in 1 and 2 bedroom
configurations. 21 units in each building are proposed including access from Baxter Lane,
parking, open space, landscaping, and other associated site improvements.
Zoning R-4 Growth Policy Urban Neighborhood Parcel Size 2.0
Overlay District(s) None
Street Address 2775 Baxter Lane
Legal Description S35, T01 S, R05 E, ACRES 2, E – 17 Plat 1595, City of Bozeman, Gallatin County, Montana.
Owner Zoey Development LLC, 414 S. 9th Ave., Bozeman, MT 59715-4310
Applicant Same as Owner
Representative Madison Engineering, 895 Technology Blvd., Suite 203, Bozeman, MT 59718
Staff Planner Danielle Garber Engineer Mikaela Schultz
Noticing Public Comment Period Site Posted Adjacent Owners
Mailed
Newspaper Legal Ad
04/29/22 – 05/16/22
04/29/22 04/29/22 N/A
Advisory Boards Board Date Recommendation
Development Review
Committee
4/26/22 The application is adequate, conforms to
standards, and is sufficient for approval with
conditions and code provisions
Design Review Board NA NA
Recommendation The application is adequate, conforms to standards, and is sufficient for approval with conditions and
code provisions as noted below.
Decision Authority Director of Community Development Date 03/03/23
Full application and file of record: Community Development Department, 20 E. Olive St., Bozeman, MT 59715
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 2 of 15
FINDINGS OF FACT AND APPEAL PROVISIONS CERTIFICATE
A) PURSUANT to Chapter 38, Article 2, Bozeman Municipal Code (BMC), and other applicable sections of Ch.38, BMC, public
notice was given, opportunity to submit comment was provided to affected parties, and a review of the Site Plan described in
this report was conducted. The applicant proposed to the City a Site Plan (SP) to permit 2 residential buildings with 42
condominiums in 1 and 2 bedroom configurations. 21 units in each building are proposed including access from Baxter Lane,
parking, open space, landscaping, and other associated site improvements. The purposes of the Site Plan review were to
consider all relevant evidence relating to public health, safety, welfare, and the other purposes of Ch. 38, BMC; to evaluate the
proposal against the criteria of Sec. 38.230.100 BMC, and the standards of Ch. 38, BMC; and to determine whether the
application should be approved, conditionally approved, or denied.
B) It appeared to the Director that all parties and the public wishing to examine the proposed Site Plan and offer comment were
provided the opportunity to do so. After receiving the recommendation of the relevant advisory bodies established by Ch. 38,
Art. 210, BMC, and considering all matters of record presented with the application and during the public comment period
defined by Ch. 38, BMC, the Director has found that the proposed Site Plan would comply with the requirements of the BMC if
certain conditions were imposed. Therefore, being fully advised of all matters having come before them regarding this
application, the Director makes the following decision.
C) The Site Plan has been found to meet the criteria of Ch. 38, BMC, and is therefore approved, subject to the conditions listed
in this report and the correction of any elements not in conformance with the standards of the Title. The evidence contained in
the submittal materials, advisory body review, public testimony, and this report, justifies the conditions imposed on this
development to ensure that the Site Plan complies with all applicable regulations, and all applicable criteria of Ch. 38, BMC.
On this ______ day of March 2023, Anna Bentley, Director of Community Development, approved with conditions this Site
Plan for and on behalf of the City of Bozeman as authorized by Sec. 38.200.010, BMC.
D) This Director of Community Development’s project decision may be appealed by filing a documented appeal with and paying
an appeal fee to the Clerk of the Commission for the City of Bozeman within 10 working days after the date of the final decision
as evidenced by the Director’s signature, following the procedures of Sec. 38.250.030, BMC.
DIRECTOR OF COMMUNITY DEVELOPMENT
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 3 of 15
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. Phasing as noted on drawing sheet C0.2 represents the order of construction for the buildings. All shared site
improvements including access, parking, open space, bicycle parking, walkways, and stormwater must be installed
with the first phased building for each lot prior to occupancy of any structures. Landscaping may be financially
guaranteed to accommodate construction and seasonality.
CODE PROVISIONS
1. BMC 38.270.030.D - Exception for concurrent construction. In certain circumstances, the issuance of a building
permit may be allowed prior to completion of the public infrastructure, provided that the criteria listed in this section
are met. Provide concurrent construction approval prior to final building permit approval. Approval requires a
concurrent construction request plan approval, an irrevocable offer of dedication, infrastructure review and approval,
submittal of original executed easements to facility infrastructure, and fire review and approval.
2. City of Bozeman Resolution 5076, Policy 1 - The applicant must provide and file with the County Clerk and
Recorders office executed Waivers of Right to Protest Creation of Special Improvements Districts (SID's) on the city
standard form for the previously cited streets and intersections prior to final site plan approval.
3. BMC 38.410.030 - Water adequacy. Provide proof of payment for cash-in-lieu of water rights prior to final site plan
approval. Contact Griffin Nielsen, gnielsen@bozeman.net with any questions or your reviewing engineer for the
final total based on estimated annual municipal water demand.
4. BMC 38.420.030 - Cash donation in-lieu of land dedication. Provide proof of payment and approval for CILP from
the Parks Department prior to final site plan approval. Contact Matthew Lee, mjlee@bozeman.net with any
questions.
5. BMC 38.410.060 – Easements.
a. A 10' utility easement is required along the southern property frontage setback. An executed hard copy
must be provided to the review engineer for final review, City Commission approval, and filing with the
County Clerk and Recorder prior to final site plan approval.
b. A sewer and water pipeline access easement is required. An executed hard copy must be provided to the
review engineer for final review, City Commission approval, and filing with the County Clerk and Recorder
prior to final site plan approval.
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 4 of 15
Figure 1: Current Zoning Map
R-4
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 5 of 15
Figure 2: Site Plan North
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 6 of 15
Figure 2: Site Plan South
Figure 4: Landscaping Plan
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 7 of 15
Figure 5: East and South Elevations
Figure 6: West and North Elevations
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 8 of 15
Figure 7: Parking Canopy
Figure 8: Phasing Plan (Phase 1A in Pink, Phase 1B not colored)
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 9 of 15
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-4, Residential High Density District Yes
Comments: The project conforms to the requirements of the R-4 zoning district. The 2020 Community Plan
designation of Urban Neighborhood correlates with the R-4 zoning district. The proposed project conforms to
this designation by providing urban density homes within the correlated zoning district at desired densities.
This project also meets several objectives of the 2020 Community Plan including:
N-3: Promote a diverse supply of quality housing units, which includes a diversity of housing types in a
given area.
DCD-1: Support urban development within the city. Including development of underutilized sites.
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. Including supporting higher density development along main corridors and at high
visibility street corners to accommodate population growth.
M-1: Ensure multimodal accessibility. This includes prioritizing mixed-use land use patterns.
Encouraging and enabling the development of housing, jobs, and services in close proximity to one
another. This project places additional housing within 475-feet of a Streamline bus route, as well as
close proximity to bike lanes, bike routes, shared use paths, trails, and commercial services. 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
2. Conformance with Article 1 - All other applicable laws, ordinances, and
regulations (38.100.080)
Condominium ownership No
Comments: Additional steps will be required including but not limited to review of infrastructure by the
Engineering Division, and building permits. The Building Division of the Department of Community
Development will review the requirements of the International Building Code for compliance at the time of
building permit application.
3. Conformance with Article 2, including the cessation of any current violations
(38.200.160)
Meets Code?
Current Violations None Yes
Comments: There are no current violations on the property.
4. Conformance with Article 2 - Submittal material (38.220) requirements and
plan review for applicable permit types (38.230)
Meets Code?
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 10 of 15
Site Plan Yes
Submittal requirements 38.220.100 Yes
Phasing of development
38.230.020.B
No. of phases: 2 Yes
Comments: This project is to be completed in two phases labeled 1A and 1B on the construction
management plan. The condition of approval above states that drawing sheet C0.2 represents the order
of construction for the buildings. All shared site improvements including access, parking, open space,
bicycle parking, walkways, and stormwater must be installed with the first phased building for each lot
prior to occupancy of any structures. Landscaping may be financially guaranteed to accommodate
construction and seasonality. The construction route for contractors and heavy equipment is to
exclusively be provided via Baxter Lane.
The application was deemed adequate in April of 2022; however, the staff report was not finalized when
the applicant requested the application be put on hold as they negotiated with the adjacent subdivision
regarding the secondary emergency access required by the fire department from Renee Way, a private
drive. The applicant was not able to obtain necessary easement to make the emergency access viable
and resubmitted to the City February of 2023 with a revised site that instead includes a 120’ hammerhead
turnaround at the north end of the site, which required the north building (Phase 1A) to be shifted to the
south and required open space to be provided at the north end of the lot. The revised application was
reviewed by the DRC and found to be adequate. No significant changes were identified with the modified
site layout that would necessitate a new public notice period, as the uses, intensity, parking and traffic
demand, and position of the buildings and parking are the same, or very similar to previous plans.
Any additional use permit (Conditional Use Permit) 38.230.120 or (Special use
Permit) 38.230.120
NA
Comments: No conditional or special uses are proposed.
5. Conformance with Article 3 - Zoning Provisions (38.300) Meets Code?
Permitted uses 38.310 Apartments Yes
Form and intensity standards 38.320
Zoning: R-4 Setbacks (feet) Structures Parking /
Loading
Yes
Front 15 NA
Rear 20 NA
Side 5 NA
Alley NA NA
Comments: The proposed project is meeting setback requirements for the R-4 district. The block frontage
designation is landscaped along Baxter, with a Special Residential designation interior to the site. The
front setback proposed along Baxter is 15-feet. The north side yard setback is 5-feet, and the east side
yard setback is 5-feet to the parking lot. BMC 38.320.020.E.2 states: When a lot has one or more
principal buildings, which are oriented to place the functional rear of a building adjacent to a side lot line,
a setback from the property line equal to that for a rear setback must be provided. The west property line
is the functional rear yard for the proposed development, and the plans indicate a 20-foot setback along
that property line.
Lot
coverage
25%
Allowed 50% Yes
Building
height
41’ – 4 5/8”
8:12 roof pitch
Allowed 50’, 3:12 or
greater
Yes
Comments: Lot coverage and building height form and intensity standards are met with the proposed design.
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 11 of 15
Applicable zone specific or overlay standards 38.330-40 NA
Comments: The project is not within an overlay district, or zoning district with specific standards
General land use standards and requirements 38.350 Yes
Comments: Eave encroachments are meeting code standards.
Applicable supplemental use criteria 38.360 NA
Supplemental
uses/type
None NA
Comments: No supplemental uses are proposed.
Wireless facilities 38.370 NA
Affordable Housing 38.380.010 NA
Affordable housing plan NA
Comments: No wireless facilities are proposed. No affordable housing requirements are triggered with
the proposed uses.
6a. Conformance with Article 4 - Community Design Provisions: Transportation
Facilities and Access (38.400)
Meets Code?
Streets 38.400.010 Yes
Street and road dedication 38.400.020 NA
Access easements NA
Level of Service
38.400.060
Yes Transportation grid adequate to serve
site
Yes
Comments: Adjacent streets exist to serve the site, no additional dedication is needed. No new traffic
impact study was required by the Engineering Division however, a peak-hour trip generation letter was
provided by the Applicant to ensure that the proposed project would not exceed the trip estimate
threshold. Level of service standards for arterial and collector streets serving the site was evaluated by
engineering.
Sidewalks 38.400.080 Yes
Comments: Sidewalks both within and adjacent to the site along all street frontages are provided.
Drive access 38.400.090 Access to site: 1 Yes
Fire lanes, curbs, signage and striping Yes
Comments: The lot will be accessed via a 24-foot access from Baxter Lane by residents and visitors. The
long 477’ foot deep parcel ensure fire access from Baxter Lane with a 120-foot hammerhead turnaround
at the north end of the site.
Street vision triangle 38.400.100 Yes
Transportation pathways 38.400.110 NA
Pedestrian access easements for shared use pathways and similar transportation
facilities
NA
Public transportation 38.400.120 NA
Comments: No transportation pathways or public transportation facilities are proposed with this
application. The site is nearby a bike lane on Baxter connecting to shared use paths and trails, as well as
a Streamline bus stop.
6b. Conformance with Article 4 – Community Design Provisions: Community
Design and Elements (38.410)
Meets Code?
Neighborhood centers 38.410.020 NA
Comments: This project does not trigger neighborhood center requirements.
Lot and block standards 38.410.030-040 NA
Midblock crossing: rights of way for pedestrians alternative block delineation NA
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 12 of 15
Comments: This project does not trigger lot and block standards.
If the development is adjacent to an existing or approved public park or public open
space area, have provisions been made in the plan to avoid interfering with public
access to and use of that area
NA
Provisions for utilities including efficient public services and utilities 38.410.050-060 Yes
Easements (City and public utility rights-of-way etc.) Yes
Water, sewer, and stormwater Yes
Other utilities (electric, natural gas, communications) Yes
CIL of water Yes
Comments: Requirements were reviewed by engineering and CIL of water rights is required to paid by the
applicant.
Municipal infrastructure requirements 38.410.070 Yes
Comments: Municipal water, sanitary sewer, and storm sewer systems proposed with this project have
been reviewed by engineering.
Grading & drainage 38.410.080 Yes
Location, design and capacity of stormwater facilities Yes
Stormwater maintenance plan Yes
Landscaping: native species, curvilinear, 75% live vegetation 38.410.080.H NA
Comments: Location, design and capacity of stormwater facilities was reviewed by engineering. Stormwater
facilities meet code standards.
Watercourse setback 38.410.100 NA
Watercourse setback planting plan 38.410.100.2.f NA
6c. Conformance with Article 4 – Community Design Provisions: Park and
Recreation Requirements (38.420)
Meets Code?
Parkland requirements 38.420.020.A 0.63 Acres Yes
Cash donation in lieu (CIL) 38.420.030 Yes
Improvements in-lieu NA
Comments: Parkland is proposed to be met via a cash-in-lieu payment. This payment must be made prior
to final plan approval.
Park Frontage 38.420.060 NA
Park development 38.420.080 NA
Recreation pathways 38.420.110 NA
Park/Recreational area design NA
Comments: No parks are proposed with this application. Public parks exist to the northwest, west, and
southwest of the application.
7a. Conformance with Article 5 – Project Design: Block Frontage Standards
(38.510)
Meets Code?
Block frontage classification Landscaped, Special Residential Yes
Departure criteria None requested Yes
Comments: The block frontage designation is landscaped along Baxter Lane. Special Residential is present
along interior north-south walkways. The application is meeting the landscaped frontage along Baxter way as
follows:
Building placement – The minimum 10-foot setback is being met, a 15-foot setback is provided.
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 13 of 15
Building entrances – Walkway connections to patios facing Baxter Lane are provided to the public
right of way. The primary entrance to the south building also protrudes beyond the east wall of the
building and a door is visible from Baxter Lane with a sidewalk connection from the public right of
way.
Façade transparency – 20% transparency is provided along the south elevation of the south
building, meeting the 15% standard.
Weather protection – Patios directly connected to the Baxter Lane sidewalk provide adequate
weather protection, as does the primary entrance further interior to the site.
Parking location – Parking is placed to the side of the proposed residential uses and meets the 50%
frontage requirement.
Landscaping – Adequate landscaping is provided. Shrubs along the building foundation maintain
views, and the front yard is landscaped with a lawn.
Sidewalks – A 6-foot sidewalk exists along Baxter Lane.
For the special residential block frontage interior to the site the applicant has opted for the 10-foot setback
from the internal walkway to the building façade with interior living space. The area in the buffer zone will be
landscaped to provide privacy to interior living space and outdoor patio spaces.
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
Relationship to adjacent properties 38.520.030 NA
Non-motorized circulation and design systems to enhance convenience and safety
across parking lots and streets, including, but not limited to paving patterns, pathway
design, landscaping and lighting 38.420.040
Yes
Comments: Pedestrian paths through the site and to the open space and service areas meet the
standards in this section for location, connections, and widths.
Design of vehicular circulation systems to assure that vehicles can move safely and
easily both within the site and between properties and activities within the general
community 38.420.050
Yes
Internal roadway design 38.520.050.D NA
Comments: NA
On-site open space 38.520.060
Total required 5,400 square feet Yes
Total provided 6,219 square feet Yes
Comments: Open space is to be provided in two shared areas, one between the north and south building,
and one at the north end of the site. Both areas meet the dimensional and improvement standards in this
section. Open space is also proposed with upper level balconies that meet the dimensional and area
standards of this section. Balconies are only proposed to account for 2,700 square feet, meeting the 50%
cap.
Location and design of service areas and mechanical equipment 38.520.070 Yes
Comments: Utility meters will be generally screened with landscaping, and are to be separated with
landscaping from adjacent open space areas with juniper shrubs. Solid waste will be collected via two
enclosures on the east end of the site. The enclosures meet the design and landscaping standards of this
section. AC units are wall mounted near each unit’s patio and will be screened with louvres.
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 14 of 15
7d. Conformance with Article 5 – Parking (38.540) Meets Code?
Parking requirements 38.540.050 Yes Yes
Parking requirements residential 38.540.050.A.1 75 spaces
Reductions residential 38.540.050.A.1.b NA
Parking requirements nonresidential
38.540.050.A.2
NA
Reductions nonresidential 38.540.050.A.2.c NA
Provided off-street 79
Provided on-street 0
Bicycle parking 38.540.050.A.4 40
Comments: Parking is provided for the 18 one-bedroom units and 24 two-bedroom units via covered and
uncovered surface parking. Bicycle parking is provided adjacent to each building’s primary entrance.
Loading and uploading area requirements 38.540.080 NA
First berth – minimum 70 feet length, 12 feet in width, 14 feet in height NA
Additional berth – minimum 45 feet length NA
Comments: NA
7e. Conformance with Article 5 – Landscaping (38.550) Meets Code?
Mandatory landscaping requirements 38.550.050 Yes
Drought tolerant species 75% required Yes
Parking lot landscaping Yes
Additional screening NA
Street frontage Yes
Street median island NA
Acceptable landscape materials Yes
Protection of landscape areas Yes
Irrigation: plan, water source, system type Yes
Residential adjacency Yes
Comments: The provided landscaping plan conforms to standards. Public landscaping is to be provided
along Baxter Lane. Parking lot screening is also provided along the south, east, and north property lines.
Trees for residential adjacent will be provided along the west and north property lines.
Landscaping of public lands 38.550.070 Yes
Comments: Street trees will be provided along all frontages.
7f. Conformance with Article 5 – Signs (38.560) Meets Code?
Allowed SF/building 38.560.060 NA NA
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: Massing and articulation are met via windows, balconies, and entrances. On the east
elevation, the primary entrance pops out from the main façade and breaks up each building into two main
wings. Each wing is further articulated via vertical columns of windows, and each end of each building is
capped with a gable end over a vertical column of patios. On the west elevation the primary entrance is
replaced by two vertical columns of patios capped by a gable end to separate the east and west sides of
the building.
Staff Report
Upland Way Condos Site Plan
Application No. 21394
March 3, 2023
Page 15 of 15
Proposed SF/building NA NA
Comments: No signage is proposed with this application or required for residential uses. Any residential
complex identification signs are required to get a sign permit.
7g. Conformance with Article 5 – Lighting (38.560) Meets Code?
Site lighting (supports, cutoff, footcandles, temperature) 38.570.040 Yes
Building-mounted lighting (supports, cutoff, footcandles, temperature) 38.570.040.B Yes
Comments: The application proposes building mounted wall sconces, patio lighting tucked under awnings
and roof areas, parking lot lighting, and bollards near walkway areas, the lighting meets the required
cutoff and intensity requirements.
8. Conformance with Article 6 – Natural Resource Protection Meets Code?
Floodplain regulations 38.600 NA
Wetland regulations 38.610 NA
Comments: NA
9. Relevant Comment from Affected Parties (38.220) Meets Code?
Public Comment Yes
Comments: A public notice period was conducted meeting the requirements of this section and detailed on
page 1 of this report. Public comment was received from 13 individuals and is located in the review folder for
this project. The public comment centered on the following concerns:
Loss of mature trees and bird habitat. Community Development does not currently have code
standards related to preservation of mature trees on private property.
Loss of privacy with nearby upper level patios near backyards. The proposed buildings are
proposed to be setback 20-feet from the adjacent property line with Baxter Square. The three story
buildings proposed will only be one story taller than the adjacent two story townhomes. No zone
edge transitions are required between R-3 and R-4 zoned properties.
Impact of traffic through Baxter Square with originally proposed secondary drive access to Renee
Way. The application has been revised so that no access is proposed connecting through the
Baxter Square neighborhood.
Parking in Baxter Square. The application has been revised so that no access is proposed that
would connect Baxter Square to the proposed project. The application is providing adequate on-
site parking for the one and two bedroom units.
Traffic on Baxter Lane. Traffic impacts were reviewed by Engineering Division staff and Baxter
Lane and nearby intersections were found to have capacity for the proposed homes based on
adopted standards.
Three story apartments or condos adjacent to two story townhomes. The buildings are set back
20-feet from the west property line. There are currently no zone edge transitions required between
R-3 and R-4 zoned properties.
Loss of views. Community Development does not currently have code standards related to view
sheds.
10. Division of Land Pertaining to Subdivisions (38.240-Part 4) Meets Code?
Subdivision exemptions NA
Required easements NA
Comments: No lot line adjustments are triggered by this application. Easements must be provided prior to
final plan approval. See code provisions.