HomeMy WebLinkAbout20231011 - Sustainability Advisory Board - Model HOA Covenants Work Session #2HOMEOWNERS’ ASSOCIATION
(HOA) MODEL COVENANTS
Sustainability Advisory Board
October 11, 2023
WHAT IS AN HOA?
•Organization in a subdivision, planned
community, or condominium building
that makes and enforces rules for the
properties and residents
•Become a member upon purchasing
property
•Covenants can be more restrictive
than the zoning and codes of the city
and can be inconsistent with city
priorities
•The City of Bozeman does not
enforce covenants and cannot require
any provisions within covenants
•Development of model HOA
covenants will provide an opportunity
for newly created HOA’s to adopt
language that is consistent with the
City’s adopted plans (i.e. Strategic
Plan, Community Plan, Affordable
Housing Action Plan, Transportation
Plan, and Climate Plan)
IDENTIFIED CITY PRIORITIES
•Water Conservation
•Drought Tolerant Landscaping
•Local Food
•Neighborhood and Community Connectivity
•Accessory Dwelling Units
•Childcare
•Composting and Recycling
•Energy Efficiency and Renewable Energy
ENERGY EFFICIENCY & RENEWABLE ENERGY
Draft Covenant Language
Home energy improvements such as installing
solar energy systems, geothermal energy
systems, and energy efficient technology such
as heat pumps are encouraged.
Background
Advancing energy efficiency, electrification, and renewable energy
production in Bozeman’s neighborhoods are important steps
toward reaching the goals of the Bozeman Climate Plan.
Problem
HOAs may prohibit or restrict outdoor equipment installations like
solar panels, outdoor HVAC units, and clotheslines due to
concerns about the aesthetics.
Opportunity
The City of Bozeman can propose model HOA covenant language
to allow flexibility for installing this type of equipment. HOA’s can
also help advance energy efficiency and renewable energy by
encouraging homeowners and providing information and
guidance.
ENERGY EFFICIENCY &
RENEWABLE ENERGY
Draft Covenant Language
Home energy improvements such as installing solar energy systems,
geothermal energy systems, and energy efficient technology such as heat
pumps are encouraged.
Solar Energy Systems
Solar panels are permitted on all roof structures, consistent with City of
Bozeman and building codes. Solar collectors shall be integrated into the
overall roof design and shall be placed flush with the slope of the roof or
wall of the building. Solar panels are permitted on all sides of the roof
and may be visible from the public view.
•The Unified Development Code permits solar in all zoning
districts. Solar installations are exempt from building height
restrictions and do not require mechanical screening.
Solar Energy Systems
ENERGY EFFICIENCY &
RENEWABLE ENERGY
Draft Covenant Language
Outdoor heat pump units are permitted on any side of the home
(front yard, backyard, side yard). Outdoor units should not obstruct
parking or walkway access. When feasible, place any mechanical
outdoor unit away from windows and doors of neighboring homes.
Outdoor Heat Pump Units
•Air-source heat pumps are an efficient electric option for
home heating and cooling that are a key component for
home electrification.
•The installation and placement of the outdoor unit can
impact the overall performance and efficiency of the heat
pump, especially in colder climates.
•Outdoor units should be strategically placed or protected
to shield them from the prevailing wind, snow, rain, hail,
and other environmental elements.
ENERGY EFFICIENCY &
RENEWABLE ENERGY
Draft Covenant Language
The installation and use of clotheslines is permitted on all lots for
the purpose of drying and airing clothes and linens. When feasible,
clotheslines shall be positioned in a manner that minimizes visibility
from neighboring properties and the street.
Clotheslines
•Clotheslines or natural drying devices allow residents to save
on energy bills and practice environmental stewardship.
•HOA’s could also allow for clotheslines but set guidelines for
placement, duration, and timing of clothesline use.
Building Materials
Background
Sustainable materials refer to building materials that are produced, sourced,
and/or used in a manner that minimizes their negative impact on the
environment. There are many ways to evaluate the sustainability of building
materials which creates a challenge for standardizing what qualifies as a
sustainable material.
Problem
HOA’s are typically responsible for reviewing and approving
construction/renovation plans. HOAs may also have authority over approved
lighting fixtures and modifications to exterior lighting.
Opportunity
By incorporating sustainable materials and building practices into the design
guides or design review process, HOA’s have an opportunity to advance
more sustainable building practices.
Building Materials
Draft Covenant Language
Building materials used in alterations shall be of similar or higher quality as the original improvements. The sustainability
and durability of materials shall be considered during the material selection process and, where applicable, should be
represented in the proposal to the Architectural Review Committee. Sustainable materials refer to building materials
that are produced, sourced, and/or used in a manner that minimizes their negative impact on the environment.
Attributes of sustainable materials may be characterized by:
Low Embodied Carbon: Materials are manufactured, sourced, and transported in ways that minimize energy
consumption, water usage, waste generation, and greenhouse gas emissions, thus reducing their overall carbon
footprint from production to installation.
Locally Sourced: Materials that are locally produced reduce carbon emissions associated with long-distance
transportation.
Energy-Efficient: Materials that can improve the energy efficiency of buildings (e.g., higher performing windows).
Durable:Higher performance materials that can withstand environmental stresses, reducing the need for
frequent replacements and lowering life-cycle environmental impact.
Responsibly Sourced: Materials that are harvested, extracted, and/or produced using practices that promote
positive environmental, social, and economic benefits (e.g., Forest Stewardship Council (FSC) Certified).
Sustainable Building Materials
Building Materials
Draft Covenant Language
All exterior lighting fixtures must be LED and achieve Dark-sky
compliance by meeting the requirements and standards set forth by the
International Dark-Sky Association (IDA) and City of Bozeman lighting
standards. Exterior lighting fixtures should not intrude on the use or
enjoyment of adjacent properties.
Dark -Sky Compliant Lighting
•Light pollution has far-reaching effects on our environment, wildlife, and human
health and well-being. Outdoor lighting also contributes to greenhouse gas emissions
and utility bills for residents by increasing energy consumption.
•The City of Bozeman’s draft Unified Development Code provides standards for
lighting under Division 38.560 that provide specifications in support of Dark-sky
compliance.
darksky.org
Local Food
Background
The Bozeman Climate Plan recognizes the environmental and
resiliency benefits of enhancing our local food system,
including community gardens, home gardening, edible
landscapes, season extension practices, cottage food
businesses, and agriculture/gardening in public green spaces.
Problem
HOA’s may have provisions that limit or prevent gardens.
There are often HOA gardening provisions that limit or
prevent homeowners from having their own garden,
chickens, greenhouses, etc. HOA’s may also prohibit or limit
farm stands that sell local food.
Opportunity
The City of Bozeman can propose covenant language that
supports food production and aligns with City codes.
Local Food
Draft Covenant Language
Gardens
Vegetable gardens are permitted in all yard areas provided that gardens do not impede or encroach upon the public
right of way or obstruct parking or walkway access
Greenhouses and Garden Sheds
Greenhouses and garden sheds are permitted on all lots provided they comply with zoning and appurtenant
regulations enacted by the City of Bozeman
Urban Chickens
Keeping of chickens is permitted on all lots provided they comply with regulations enacted by the City of Bozeman.
Farm Stands
Farm stands are accessory tables, areas, structures, or kiosks for the sale of crops, products, and/or nonfood items such
as ornamental crops (i.e., flowers) are permitted on all lots provided that comply with regulations enacted by the City
of Bozeman.
Gardens, Greenhouses/Sheds, Chickens & Farm Stands
Local Food Boulevard Considerations
Considerations for Boulevards
•Structures, including garden beds, cannot be in the boulevard due to snow
plowing.
•Generally, it is discouraged to include any woody plants in these spaces
(aside from boulevard trees), due to challenges and damage from plowing.
•Street vision triangle requirements must be considered, which generally
requires that plants not exceed 30” in height in these areas.
•Consider the types of food plants and to what extent food/foliage could
work its way into the curb line and impact our storm drain infrastructure.
UPCOMING PUBLIC ENGAGEMENT
Model HOA / POA Covenants
Join us on October 26th at the Bozeman Public Safety Center from 5:30pm to 6:30pm to share your
thoughts on the topics we're tackling! The City's goal with this project is to provide sample language
that new or existing homeowners and property owners associations can integrate into their covenants
to align them with city priorities like water conservation, ADUs, and childcare.
•Take the survey to learn more and share your thoughts
•Register to join the focus group and we hope to see you there!
https://engage.bozeman.net/model-covenants