HomeMy WebLinkAbout005 Revised 2019 NCOD Review FI NAL NCOD POLI CY DI RECTI ON
JUNE 2019
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Prepared for the City of Bozeman.
HISTORIC PRESERVATION + OUTREACH TEAM ZONING COMMISSION
BendonAdams George Thompson
Sara Adams, AICP Paul Spitler
Chris Bendon, AICP Christopher Scott
Reilly Thimons
BOZEMAN CITY COMMISSION
Cyndy Andrus, Mayor
Chris Mehl, Deputy Mayor
Terry Cunningham
Jeff Krauss
I-Ho Pomeroy
CITY OF BOZEMAN COMMUNITY
DEVELOPMENT DEPARTMENT
Marty Matsen, Director
Chris Saunders
Phillipe Gonzalez
HISTORIC PRESERVATION ADVISORY BOARD
Michael Wallner, Chair
Jeanne Wilkinson
Chelsea Hooling
Jennifer Dunn
Eric Karshner
Crystal Alegria
Victoria York
PLANNING BOARD
Henry Happel
Cathy Costakis
Laura Waterton
Jennifer Madgic
Paul Spitler
George Thompson
Gerald (Jerry) Pape Jr.
Mark Egge
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Unless otherwise specified, all documentation contained within this report has been aggregated and recorded
through materials received during outreach initiatives. Direct quotes and transcriptions are emphasized in italics.
Data includes all comments recorded by facilitators and participants during noted outreach activities.
While the majority of data was captured digitally, it is possible that errors may have occurred in the transcription
of hand-written comments.This would have principally occurred due to interpretation and the nature of the notes
captured in the engagement activities.
The Consultant has taken all care during the transcription process, but unfortunately, we cannot guarantee the
accuracy of all notes.
We are however confident that the full range of ideas, concerns and views expressed during the engagement
activities have been captured in this report. Unless otherwise noted, the views expressed herein represent those
of the engagement participants.
BendonAdams is committed to protecting the privacy of all participants who participated in the engagement
process and has published comments anonymously unless otherwise presented as formal public comment to the
City.
BendonAdams LLC
www.bendonadams.com
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CHAPTER 1 PROJECT TIMELINE ..................................................................................................... 6
1 PROJECT TIMELINE �
1.1 INTRODUCTION g
1.2 HOW TO USE THIS DOCUMENT 9
1.3 EXECUTIVE SUMMARY 10
1.4 WORK PLAN 12
1.5 OUTREACH FINDINGS 14
1.6 CHARACTER AREA SURVEYS 18
CHAPTER2 NCOD ............................................................................................................................. 20
2.1 PURPOSE OF NCOD 24
2.2 NCOD BOUNDARY 26
2.3 NEIGHBORHOOD DESIGN STANDARDS + GUIDELINES 30
CORRELATION WITH ADOPTED PLANS 31
CHAPTER 3 STRENGTHEN HISTORIC PRESERVATION PROGRAM ����������������������������������������� 32
3.1 PROGRAM IMPLEMENTATION 37
3.2 DEVELOP INCENTIVES 38
3.3 HISTORIC REVIEW PROCESS 39
3.4 HISTORIC PRESERVATION STANDARDS + GUIDELINES 41
CORRELATION WITH ADOPTED PLANS 42
CHAPTER 4 RELATE ZONING TO CONTEXT .................................................................................. 44
4.1 INFILL TRANSITIONS 48
4.2 RELATE ZONE DISTRICTS TO CONTEXT 52
CORRELATION WITH ADOPTED PLANS 53
CHAPTER 5 STREAMLINE PROCESS .............................................................................................. 56
5.1 NCOD REVIEW PROCESS (NON-HISTORIC) 60
CORRELATION WITH ADOPTED PLANS 61
CHAPTER 6 PROJECT INFORMATION ............................................................................................. 62
6.1 PROJECT INFORMATION 66
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The consultant team (consisting of BendonAdams and Orion Planning + Design) was tasked with conducting extensive public
engagement to best understand the community's needs and preferences regarding historic preservation,the Neighborhood Con-
servation Overylay District, historic district boundaries, and future development. Below are high level findings from Community
Outreach Phase I and Phase II. A full summary of findings can be found in Appendix A.
TRIP #1
12 community events DRAFT #1 SUMMARY #2 '_ DRAFT
soliciting feedback in- Initial draft recom- Outreach summary of Finalize recommenda-
cluding historic tours, mendations based all feedback received tions and alternatives
Staff and Board meet- upon analysis of ex- during Trip #2 will be based on input from Trip
ings, small group meet- isting conditions and pubished online in #3. Outreach summary
ings, listening booths,an community feedback conjunction with the of all feedback received
architectural survey, and published for public raw data public com- from Trip #3 will be pub-
a public open house. review. ment submissions. lished online.
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BACKGROUND SUMMARY #1 TRIP #2 TRIP #3 WORK PROGRAM
Research on existing Outreach summary of Feedback from four Present outreach re- Final document is
conditions within the all meetings and feed- large format commu- sults and request provided to the City
NCOD and develop- back received to date nity events, and Staff policy direction from of Bozeman including
ment of outreach pro- and publication of raw and Board meetings, City Commission to complete outreach
gramming. data and analyses on- will provide further inform a final work summary and results
Community wide sur- line. clarification on policy program. Hold a pub- from all events, and a
vey on status of NCOD. direction. lic open house to work program outlin-
inform the public. ing next steps.
2O1H $TRATEGIC PLAN
POLICY 1.1.6 DRAMATICALLY INCREASE TRANSPARENCY AND CREATE ACCESS TO ALL CITY DOCUMENTS. �P.2�
POLICY 1.2 BROADEN AND DEEPEN ENGAGEMENT OF THE COMMUNITY IN CITY GOVERNMENT, INNOVATING METHODS FOR INVITING INPUT
FROM THE COMMUNITY AND STAKEHOLDERS �P.2�
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Bozeman's decision to adopt a Conservation Overlay District that includes the areas between designated Historic Districts was a
gutsy solution in 1991 that made Bozeman a pioneer in preservation of neighborhood character, scale and context. The result
27 years later is well preserved historic districts and neighborhood character that supports a sense of place and a sense of pride
for the community. Interwoven within the Neighborhood Conservation Overlay District is the majority of Bozeman's designated
historic districts, with two historic districts located just outside the overlay boundary.
Recent projects had residents,city staff,and review boards questioning the effectiveness of the Neighborhood Conservation Over-
lay District (NCOD) and whether other planning tools exist to better reflect community sentiment. The Bozeman Community may
have differing opinions on the means and methods, but goal is the same: Bozeman is a special place worth protecting.
The NCOD has been in place since 1991 to protect neighborhood character, historic districts, and historic landmarks. The his-
toric preservation program goes beyond the NCOD to foster the knowledge of the city's heritage, and cultivate civic pride in the
historic built environment. The 2015 NCOD Audit recommended removal of the NCOD by 2020 and replacement with a series
of design overlay areas and design guidelines to promote contextual and compatible development outside Historic Districts.
The recommendations from the audit have been reviewed and taken into consideration as part of this project. Based on current
community sentiment, it was felt that an objective review that focused on a comprehensive understanding of the NCOD and the
historic districts was the best approach.This report summarizes community outreach findings and final policy direction from the
City Comission.
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This document contains the final adopted policy direction,community feedback, and areas for future discussion. The first page of
each Chapter contains the final adopted policy followed by the adopted workplan.The adopted policies are further incorporated
into each chapter narrative to provide context and background. Some of the adopted policies include "tools for future discussion"
that are based on recommendations and alternatives that were presented to the community throughout the project.
City of Bozeman planning staff provided an analysis of the 2009 Bozeman Community Plan and the 2018 Bozeman Strategic Plan
compared to the draft NCOD recommendations contained herein. Correlations between the documents are noted throughout
the document. The entire report reflects many of the adopted goals and objectives of the 2018 Strategic Plan,the 2009 Bozeman
Community Plan, and the adopted 2019 Downtown Bozeman Improvement Plan, as noted below.
2O1H $TRATEGIC MASTER PLAN
POLICY 4.1.B DEVELOP AND ALIGN INFILL POLICIES. �P.6�
Develop, adopt and align city policies for infill and redevelopment, economic development and public infrastructure.This report
is part of the infill conversation.
POLICY 7.3.E HIGH LEVEL POLICY CONVERSATIONS. �P.11�
Develop a structure to foster regular, ongoing dialogue on innovative ideas and information to assist the Commission with high
level policy deliberation and decisions.
2009 COMMUNITY PLAN
CHAPTER 1.3, GOAL G-2 IMPLEMENTATION. �P.13�
Ensure that all regulatory and non-regulatory implementation actions undertaken by the City to achieve the goals and objectives
of this plan are effective,fair, and are reviewed for consistency with this plan on a regular basis.
CHAPTER 4.3, GOAL C-4 DESIGN GUIDELINES. �P.50�
Create illustrated design guidelines to give clear direction in design and review of residential and non-residential neighborhoods
without unduly constraining architectural style and innovation.
Chapter 5.3, Goal HP-1 HISTORIC PRESERVATION. (p.57�
Protect historically and culturally significant resources that contribute to the community's identity, history, and quality of life.
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On April 8, 2019 final recommendations were presented to the Bozeman Mayor and City Commission during a regularly sched-
uled meeting. In addition to the draft report, a workplan that categorized the recommendations into short, mid and long term
goals was presented. The Commission formally received the report, considered recommendations from the Historic Preser-
vation Advisory Board, the Planning Board and the Zoning Commission, and adopted actions to be implemented as a work
plan. The adopted directives and workplan are listed below, and are included at the beginning of each chapter of this report.
The report provides background and alternative recommendations that evolved through the NCOD and Historic Preservation
Program Review project.
Create two programs within the NCOD boundary to distinguish the two separate goals within the NCOD.
Both programs will work together, while a Historic Preservation Program will also apply to landmarks and
historic districts outside the boundary of the NCOD:
2.1
1) Preserve historic buildings that reflect Bozeman's significant history; and
2) Enhance neighborhood character and context.
Do not significantly change the NCOD boundary.
1) Remove North 7th from the NCOD.
2) Move boundary to Front Street as proposed.
2.2
3) Windshield survey of NCOD to provide basis for potential boundary adjustment- with moderate level
of survey for some areas.
4) Prioritize areas to incrementally inventory to provide basis for potential boundary adjustment. Identify
the areas for the formal architectural suvey.
Create 3 sets of design standards and guidelines that are divided into a character area north of Down-
town, a character area south of Downtown, and Downtown. There should be general guidelines that
2.3 support connectivity between the areas, create a common thread between neighborhoods, and support
transitions between neighborhoods. Focus on large areas and eventually recognize special characteristics
of each area and context.
3.1 Phase-in a local historic preservation program.
3.2
Explore a variety of incentives incentives for historic properties owners. Engage with historic property
owners to ensure incentive relevance and clarity.
3.3 Allow HPAB recommendations for historic projects and for projects within a historic district. Start HPAB
review of demolitions as a way to ease into review authority.
3.4 Create historic preservation (HP) standards and guidelines.
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4.1 Study of the B-3 transition zone should be a mid- or long-term priority rather than an immediate priority.
Explore adjusting the historic district boundaries to relate to the existing zone districts. Gather more
4.2 data after the architectural survey and design guidelines and standards are completed. Use tools such
as 3-D modeling to understand zoning, mass and scale.
Consider aligning zone district allowances with neighborhood character. Gather more data after the ar-
4.3 chitectural survey and design guidelines and standards are completed. Use tools such as 3-D modeling to
understand zoning, mass and scale.
5.1 Ensure the review process is understandable and streamlined.
6.1 Strengthen existing project information channels and work on push notifications City-wide.
Develop a plan to have public meetings priorto application review with impacted neighbors. Collect input
from neighbors on large scale projects. Add noticing requirements with area radius. Develop minimum
6.2 standards that applicant has to meet. Develop clear thresholds that trigger review.
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SHORT TERM M I D-TERM LONGTERM
Conduct extensive outreach Adopt local historic preservation program with Bozeman specific rules to desig-
with historic nate landmarks, districts, process for exterior changes. Locally designate National Register (NR)
property owners on possible incentives.
properties with owner consent.
Explore a variety of
incentives for historic properties Process for HPAB recommendations for historic projects and projects within a
and historic districts. Develo uick reference uides for a historic district.
P q g p- Begin process to nominate new NR listings
propriate repairs of historic properties and boundaries for NR historic districts.
Start HPAB review of Adopt incentives for historic property owners.
demolition applications.
Write cant�xt papers on Bozeman's ver- , Begin process to amend NR listings and
nar.ular buildings identified in survey Create historic design standards and guidelines for historic districts and land- boundaries for NR historic districts.
but not eligible for National Register
marks that align with updated Sec. of Interior's Standards.
Training for HPAB members.
Architectural Inventory- historic districts and landmarks (build on recent inventory of downtown buildings.
Windshield survey- neighborhood association areas and areas outside of established neighborhoods..
Develop preservation plan Map review process and ideniify Analyze zone distrirts:
redundant requirerr�ents and areas ID where dimensional re uirements and boundaries corflict with
with HPAB to identify preser- of overlap for projects within the neighborhood character/future vision, or historic district boundary.
vation goals. NCOD: i.e. Article 5, Site Plan Re-
view, Project Review.
Require input from established neigh-
borhood associations on large scale Exempt the NCOD from duplicative review processes and replace with context
ro ects and ossibl rezonin a li Adjust NCOD boundary based on derived standards and guidelines.
p J p y g pp - results of building survey: Amend zone district requirements to relate to neighborhood (or his-
cations. * N. 7th all out. toric district if applicable) character(either existing or future vision).
* Use Front St. as northern edge.
Strengthen existing pro�ect infor- Create 3 sets of design standards and guidelines that are divided into a character
mation channels and work on push area north of Downtown, a character area south of Downtown, and Downtown.
notifications City-wide. Define neighborhood character. There should be general guidelines that support connecti�rity between the areas, Create transition specific standards and guidelines that are context
create a common thread between neighborhoods, and support transitions based and replace Article 5 standards (where it is redundant)for
between neighborhoods. Focus on large areas and eventually recognize special projects uvithin NCOD.
characteristics of each area and context.
Develop a plan to have public meetings prior to application review with
im-pacted neighbors. Collect input from neighbors on large scale projects.
Add noticing requirements with area radius. Develop minimum standards
that applicant has to meet. Develop clear thresholds that trigger review. Gather more data after the architectural survey, scenarios, and design
guidelines and standards are completed. Use tools such as 3-D modeling to under-
stand zoning, mass and scale.
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The consultant team (consisting of BendonAdams and Orion Planning+ Design) was tasked with conducting extensive public
engagement to best understand the community's needs and preferences regarding historic preservation, the NCOD, historic
district boundaries, and future development. Below are high level findings from Community Outreach Phase I and Phase II.
PHP�SE I COIVMUNITY OUTREACH
In July 2018,the project team spent two weeks in Bozeman engaging with the public at 12 different events.The events includ-
ed small group meetings, a historic tour, board and staff meetings, listening posts, an open house, and a windshield architec-
tural survey.A project page hosted by the City of Bozeman was also launched containing project information, upcoming dates,
feedback summaries, feedback data, and opportunities for public comment.
Over 150 participants joined small group meetings, listening posts, attended the community meeting and participated in on-
line surveys. A high-level summary is provided below:
Phpse 1:Jul y-August 2018 Concern
Many participants expressed a concern over recent
development projects, specifi�cally the size, scale, and
• design of particular buildings within the NCOD. This
.�� generally pertained to the areas directly adjacent to Main
Street that are seeing new higher density development.
, ` Some participants expressed an interest in creating
150+ transitional 'buffer areas'.
participants
Regulations
While there were mixed opinions on whether the
current regulations are 'too stringent' or 'too liberal'
54% Female 46% Male g0%are Bozeman on development- participants felt that Historic Districts
Residents should remain 'strictly regulated'while areas outside the
Districts but still within the NCOD should be treated 'with
moderation.'
2% Aged <24 Pace of Development
The majority of participants felt that the pace of recent
11% Aged 25-34 development in eozeman has been 'too fast'-and would
� � like to see the project review process slowed down to
� allow for a more robust public participation process.
21% Aged 35-54 � •-. . Many felt that slowing down the process would ensure a
focus on historic preservation and thoughtful, compatible
33% Aged 55-64 development.
STRATEGIC PLAN POLICIES 1.1.B, 1.2
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PH�SE I I C.OIV�/IUNITY 011TREACH
The project team returned in November of 2018 for the
second phase of community engagement which encom-
passed four large format meetings, two open houses and �00/
two live polling sessions.These were followed by an inten- � O
sive online survey. �45+
Participants �
Our team presented the draft policy recommendations
published in the October 23, 2018 draft report (available previously
at www.bozeman.net/city-proiect/ncod-review and partic- pqI�ICIpqT2d
ipants were polled to show their level of support for each
of the proposed recommendations and policy alternatives.
. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Over the course of a few weeks 145 community members
participated in the live polling sessions, the open house 51% 47o/O 2%
poster voting sessions, provided open comment via post-
cards, and the online survey. �
F
Below we have summarized participant demographics and
the high-level community sentiments:
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the City and could potentially create inequity between con-
temporary and historic properties. The majority of those
- polled selected phasing-in a stronger historic preservation
t� .` ,,.- .�� program with incremental steps in-lieu of implementing
�� ` changes simultaneously.
- ._-� _
�. '� � ��y While the majority of participants were interested in HPAB
�;:� ` �,�;_,. ,� becoming a decision-making body, there was a vocal faction
�� : � that felt there were other ways to strengthen the program.
- r�, ��, ;� r _ Over 80% of participants showed moderate to high support
� ' for creating standards and guidelines for historic landmarks
� '���
_. ; and historic districts.
- , - -
:_ -
�' ! , r " Zoning+Context
- In conversations with participants, there appeared to be
��� �� � low support for adjusting the B-3 Zone District to allow for
increased transitional requirements outside of those found
within the UDC. However, across the two polling sessions
NCOD:Purpose+eoundary and online survey, the majority of participants showed
The majority of participants supported retaining the NCOD, moderate to high support for exploring how to better to
stating that they felt it has been effective and it would be align the southern boundary of B-3 with low scale residential
easier to 'tweak' the NCOD than to start over. Some partici- neighborhoods to the south.
pants were interested in exploring replacement ofthe NCOD
with design guidelines. It was felt that design guidelines Participants felt this opportunity would help to preserve
might help new designs fit into existing context. the mass and scale in historic districts and reduce conflict
Participants expressed moderate to high support for creat- between new developments in existing neighborhoods.
ing standards and guidelines specific to different areas and
neighborhoods. Participants expressed moderate to high in- Participants expressed concern over stifling downtown
terest in retaining the current area of the NCOD and were development and pushing development into areas outside of
supportive of making minor changes immediately-many felt the Main Streetarea.Participantswere particularlyconflicted
that sigificant changes warranted an architectural survey. in how to approach adjustments with a fairly even spread
polling in favor of creating a transitional zone, incorporating
Historic Preservation additional site design requirements within existing zone
There was a high level of support for strengthening edge requirements, and incentivizing redevelopment along
the Historic Preservation program with the majority of North 7th Street.
participants feeling that it would aid efforts to preserve
Bozeman's unique history. There were some participants
that expressed concern over increased regulation and While participants felt that aligning zoning with historic
review processes becoming convoluted, but the majority did districts and neighborhoods would create more consistency
not see any negative impacts to strengthening the program. in development patterns, there was no consensus on the
best approach.
There was a high level of support for expanding incentives
for historic properties, and a request for further detail and
examples. Some felt that it might create additional costs to
1
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Process+Information
Participants were highly in favor of a more streamlined �� v, , " , �r;�� ;;'��;
process and wanted more detail on what this could look like Li�'` ;.�,. � i i
on the ground. Many felt that exploring how to streamline -
current reviews would create a more predictable process C
that is easier for applicants to understand. �
.., �
_ �_ :F
Some participants felt that requiring a binding review � _,%�� + � _
process from the Design Review Board might be an option ,;�'�- „
to streamline reviews. ._..a �� —�
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Participants across all meetings and feedback opportunities ` , ,, �,1�.;-•` p;
expressed an interest in having more specific thresholds o '''�,�`
_ � �N _
for how and when project information is shared with both _— ��
neighbors and the public. Many were interested in building
upon existing channels and potentially adding texting alerts ry:,_
or increasing the information on development notices. "°"
BYTHE NUMBERS The depth of data across all project activities provided the
The Bozeman community is very passionate about historic project team with great insights into community sentiment
preservation; we engaged with a number of stakeholders, and diversity of opinions regarding how to balance the future
community groups, property owners, historic preservation of historic preservation policy and growth in Bozeman.
specialists, developers, architects and designers, and
University faculty. Participants were very engaged The initial data set from Phase I provided clear direction for
throughout the project and below we have provided a more the development of draft policy recommendations which
detailed summary of the outreach program, engagement were then vetted by the community in Phase II before being
levels, and data: presented to the City Boards in February for further refine-
ment prior to adoption by the City Commission in April 2019.
• 21 meetings and events
• 25+ public comment submissions
• 174 online survey responses
• 267 event participants
• 98 activity and survey questions
• 350+open comments
• 635 windshield property surveys
• Over 20,000 unique points of data across all project
activities
1
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Both the windshield survey and the neighborhood character number of stories, roof typology, chimneys, porches,window
survey are tools within a comprehensive tool box that are typology, entrance features, materials of principal buildings,
combined with outreach results and best practices to ultimately and detached secondary buildings.
inform specific recommendations in the report related to ONLINE NEIGHBORHOOD CHARACTER SURVEY
design guidelines and standards, the NCOD boundary, and the
historic preservation program. In order to prioritize the districts and neighborhoods within
WINDSHIELD SURVEYS the NCOD, an online neighborhood character survey was
developed that garnered feedback on the specific questions
Windshield surveys are a useful tool to gain a broad such as "which 3 [Districts] have the greatest mass and scale
understanding of architecture in a large area. Patterns, challenges with new development?" and "on a scale of 1 —
similarities and differences in architectural style become 10 what is the importance of historic preservation in these
evident through data results that can then direct more detailed neighborhoods?"
surveys, appropriate design guidelines, and begin to define
specific neighborhood styles. The online neighborhood character survey asked participants
to describe each area with one word to define neighborhood
Volunteers, Bozeman staff and the consultants completed a character, inform future design guidelines, and to help focus
windshield survey of 635 properties north of Main Street during the City's future survey work to areas of immediate concern.
a week in July 2018. The NCOD area is very large and there was
not enough time to complete a windshield survey of the entire �/�/hile the neighborhood character survey is a helpful tool,
district, much less a time intensive architectural survey of the it has limited capabilities: for example, areas between
designated historic districts. established neighborhood association and historic district
boundaries are not included in this study. It is imperative that
Surveys focused on roof forms, trees, fencing, landscape, these areas are surveyed to document basic neighborhood
characteristics.
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The neighborhood character online survey was incorporated into a prioritized list of neighborhoods and historic districts for
future architectural survey work, which will drive potential future boundary adjustments to the NCOD and to historic districts
and possibly inform future design guidelines specific to neighborhood character. Priority areas are based on survey and
community feedback, background and zoning analysis, and professional expertise.
HISTORIC DISTRICT PRIORITIES NON-HISTORIC AREA PRIORITIES WITHIN THE NCOD
Q
o Bon Ton � Areas between historic districts and neighborhood
� South Tracy/South Black ° association areas
L Lindley Place � South Central
° Cooper Park Historic District 'o Cooper Park (non-historic district area)
L
� *note: Main Street was recently surveyed � Bogert Park
� � Northeast
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2.1 NCOD PURPOSE
Create two programs within the NCOD boundary to distinguish the two separate goals within the NCOD. Both
programs will work together, while a Historic Preservation Program will also apply to landmarks and historic dis-
tricts outside the boundary of the NCOD:
1) Preserve historic buildings that reflect Bozeman's significant history; and
2) Enhance neighborhood character and context.
2.2 NCOD BOUNDARY
Do not significantly change the NCOD boundary.
1) Remove North 7th from the NCOD.
2) Move boundary to Front Street as proposed.
3) Windshield survey of NCOD to provide basis for potential boundary adjustment- with moderate level of sur-
vey for some areas.
4) Prioritize areas to incrementally inventory to provide basis for potential boundary adjustment. Identify the
areas for the formal architectural suvey.
2.3 NEIGHBORHOOD DESIGN STANDARDS+ GUIDELINES
Create 3 sets of design standards and guidelines that are divided into a character area north of Downtown, a
character area south of Downtown, and Downtown. There should be general guidelines that support connec-
tivity between the areas, create a common thread between neighborhoods, and support transitions between
neighborhoods. Focus on large areas and eventually recognize special characteristics of each area and context.
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SHORT TERM MID-TERM LONG-TERM
Architectural Inventory - historic �districts and landmarks (build on recent invent�ory of downtown buildings).
� .. ...�._..._.�. �u. ��y - ri�����riuur riuuu dssuc,iduOn ared5 driU dred5 uu�5i�ae ui eSLdIJIISfIeU
�� neighborhoods.
Adjust NCOD boundary adopt local historic pr�eservation pro-
based on results of gram with Bozeman specific rules to
building survey: designate lanclmarks,
* N. 7th all out. �istricts, process for e�;terior changes.
* Use Front St. as
northern edge.
�T Define neighborhood
� Create neighborhood character de-
� character. sign standards
and guidelines for North of Main,
South of Main, and downtown.
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The NCOD was adopted in 1991 in an effort to preserve historic districts by protecting the surrounding areas between the dis-
tricts. While the City of Bozeman is preparing for future growth, the effectiveness of the district has been questioned. Based
on community input and current neighborhood character, the NCOD has successfully protected the unique character of Boze-
man's neighborhoods; however, recent developments and changing community priorities highlighted the need for a tune up.
The stated purpose of the NCOD in the Bozeman Municipal Code is to"stimulate the restoration and rehabilitation of structures and
all other elements contributing to the character and fabric of established residential neighborhoods and commercial or industrial ar-
eas." The concept of the overlay is to influence development between the historic districts and to protect the neighborhood char-
acterthat defines Bozeman. New construction is encouraged to relate to surrounding historic buildings and neighborhood context,
and demolition review is required for buildings within the overlay. While adjustments are recommended to differentiate between
historic preservation and neighborhood character, the purpose and intent of the NCOD remains very relevant and important.
The NCOD requires a design review process for all properties that propose alterations, demolition, relocation,or new construction
within the overlay district. The NCOD has evolved since its inception to include design regulations and zoning changes; however
the original purpose of the NCOD remains unchanged and perhaps more important today in light of Bozeman's expected popu-
lation growth.
Neighborhood Conservation Overlay District I
�ti.,
, �`.. AN OVERLAY DISTRICT IS A LOCAL ZONING
_ :
� ."� �- • �`:, TOOL THAT PLACES SPECIFIC REGULATIONS
_ ""'"'" ��'• OVER AN EXISTING BASE
: �, .,:,` ` , .
�
: : < _ � � ; g a _� � % I ZONE DISTRICT.
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._w�..�., .,:- � ,..��,..,, ,„. ,. `
�__Bo�,_,.�„ s, ; DISTRICT IS TYPICALLY REQUIRED TO MEET
! ^�^""' ° BOTH THE BASE �UNDERLYING� ZONE DIS-
, ' „�� ,• M �"'`' TRICT REQUIREMENTS IN ADDITION TO THE
�""" , _
Y s ; .�� 6 "` j SPECIFICS OF THE
R � . :. s.1e c..�• � �
,., . . � • _ _ "" " OVERLAY DISTRICT.
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OVERLAY DISTRICTS ARE COMMONLY USED
{� NCOD , ., i•;'.:, �,,,. „ , ,,
_ a TO INFLUENCE THE DESIGN OF NEW BUILD-
� '" • . , , INGS OR TO DEFINE AN
N !M[ma0wotounAOyW r..�- .
GryNfbtNxY1 . .. . _
,,y,,,�,,,,`n`�"�;"'""' „�y�:��` ' . '�.�'�" HISTORIC DISTRICT.
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WHAT WE HEARD: ADOPTED POLICY DIRECTION:
When participants were forced to choose the most important Retain the NCOD.
aspect of the NCOD, most voted that it is to protect Bozeman's
historic buildings. Regulating the size and scale of new buildings Create two programs within the NCOD boundary to
was a close second. When asked what the NCOD does well, par- distinguish the two separate goals within the NCOD:
ticipants responded that the NCOD brings awareness to neigh-
borhood context and character, and historic preservation. 1) Preserve historic buildings that reflect Bozeman's
significant history; and
The overwhelming response from participants was to create
different regulations for historic and non-historic districts with- 2) Enhance neighborhood character and context.
in the NCOD. Neighborhood character and context would be
the focus of the non-historic districts. The community indicated Both programs will work together, while a Historic Preser-
support for treating historic districts with 'strict regulations' and vation Program will also apply to landmarks and historic dis-
non-historic districts within the NCOD with 'moderate regula- tricts outside the boundary of the NCOD.
tions'.
1) Historic Preservation Program. A Historic Preservation
"The NCOD is flexible,protects neighborhood quality of life Program needs to stand on its own outside the umbrella
of the NCOD. Historic preservation is a City-wide initiative.
and block character/streetscape, thus supports economic Disassociating the program from the NCOD enables preser-
engine of community." vation of historic building and historic districts outside the
"1 am very much in favor of maintaining the current NCOD NCOD. The historic preservation program will have its own
until a proper historic assessment can be purpose, regulations,guidelines,and review process.As part
completed." of this program, the current Historic Preservation Advisory
Board will shift to a stronger advisory role which authorizes
"There are areas in the NCOD that should not be restricted the Board to review and approve certain historic preserva-
per the NCOD and areas where the NCOD or something simi- �on projects.
lar should be implemented."
2) Neighborhood Conservation (or Character) Program.
"(The NCOD]preserves eozeman's sense of place and char- The Neighborhood Conservation program will apply to the
actersoitdoesn'tbecome "Everywhere, USA." non-historic neighborhoods within the NCOD. This program
will also have its own purpose, regulations, guidelines, and
review process, and will be implemented by the Design Re-
view Board.
STRATEGIC PLAN POLICY 4.1.B
COMMUNITY PLAN GOALS 3•3,4•3
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The NCOD boundary was originally based on a census tract and does not
follow a clearly defined geographic or physical feature other than the rail- MoNTaNa STaTE HISTORIC PRESERVATION OF-
road tracks at the northeast corner of the NCOD. Zone districts, the Story FICE REQUIRES CERTIFIED LOCAL GOVERNMENTS
Mill Historic District, and established neighborhood boundaries straddle the LIKE BOZEMAN TO MAINTAIN AND TO CONTINUE
NCOD edge as itjogs in and out of neighborhoods.The decision to adjustthe TO IDENTIFY HISTORIC AND PREHISTORIC PROP-
boundary must be defensible and based on an analysis of existing conditions. ERTiEs wiTHiN irs�uRis�icTioN.THE BozEMaN
An architectural inventory would provide this basis. MuNiciPa� CODE STATES THAT THE DISTRICT
BOUNDARY MAY BE REVISED AS ADDITIONAL CUL-
As noted in the 2015 NCOD audit, a comprehensive architectural inventory TURAL RESOURCE SURVEY WORK IS COMPLETED.
of the NCOD has not occurred since the 1980s. Because there is no current
historic inventory, the City of Bozeman requires applicants to submit an ar-
chitectural inventory form as part of an application to redevelop or demolish AN ARCHITECTURAL INVENTORY IS A DATABASE
their property. After documentation, a bUllding ITlay b2 appl"OVed fOY de111- THATSPECIFIESINFORMATIONABOUTTHEHISTO-
olition and replacement regardless of historic significance. In addition, over RV, USE, EXTERIOR FEATURESANDARCHITECTURE
the past decade various groups, including Montana State University students OF AN INDIVIDUAL PROPERTY. THE DATABASE
and a City of Bozeman intern, have completed preliminary inventories of the �DENTIFIES ELIGIBILITY FOR NATIONAL, srarE oR
NCOD. While very helpful,the dataset is not consistent and does not replace LOCAL HISTORIC LANDMARK DESIGNATION, AND
the need for a comprehensive architectural inventory. �pENriFiEs Eu��e�uTv FOR iNc�usioN wirHiN a
NATIONAL, STATE OR LOCAL HISTORIC DISTRICT.
A complete architectural inventory of all buildings within the NCOD (approxi- AN aRCH�rEcruRa� INVENTORY CAN ALSO BE
mately 3,100 properties)would most likely take a year to complete and could USED TO DEFINE NEIGHBORHOOD BOUNDARIES
cost well over$300K. A historian who specializes in architectural inventories gASED ON DIFFERENT FEATURES SUCH ASARCHI-
is recommended to garner data that is accurate, consistent and complies TECTURAL STYLE OR BUILDING CONSTRUCTION
with Montana Historic Property Record forms.
DATE.
We completed a cursory evaluation of the un-surveyed properties located on
the northside of Main Street. The goal of this exercise was to record archi- A wiNvsHiEiv su►tvEv is a QuicK oa�EcrivE
tectural details on each building, and to identify patterns that define neigh- ovERviEw oF a LARGE AREA THAT PROVIDES
borhood character. This information can be tied to existing parcel data and GENERAL DATA. IT IS CALLED A WINDSHIELD
used to establish neighborhood patterns and characteristics that may iden- suRVEv BECAUSE ir is USUALLY COMPLETED
tify areas for future consideration as a historic district or identify prevalent FROMAMOVINGVEHICLE. THISTYPEOFSURVEY
characteristics important to a neighborhood. For example, in the surveyed �S USED TO PROVIDEA GENERALASSESSMENT OF
area 80%of the homes have a gable roof as the primary roof form and about A COMMUNITYAND TO COLLECT DATA ON CHAR-
50% of the homes have an open front porch. acrERisrics THAT IDENTIFY AREAS FOR MORE
DETAILED STUDY.
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The purpose and value of an architectural inventory is three-fold: it informs the NCOD boundary; it provides the
basis for the local historic preservation program; and it creates the foundation for new context driven design stan-
dards and guidelines.
WHAT WE HEARD: ADOPTED POLICY DIRECTION:
Most respondents feel that the current NCOD boundary is Retain the majority of the NCOD area.
accurate or needs to be expanded. Participants overwhelm-
ing voted to refine the NCOD for specific neighborhoods. There is no compelling reason to significantly change the
Many respondents recognize and support the need for a NCOD boundary at this time. Determinations to modify the
complete architectural inventory of the NCOD and surround- NCOD boundary should be made with factual information
ing areas before adjusting the boundary. obtained through architectural surveys. The City may also
choose to focus energy and funds on completing a compre-
hensive architectural inventory of the entire NCOD prior to
"NCOD was designed and created to protecthistoric implementing design standards and guidelines (discussed be-
areas and neighborhoods;it works as a cohesive area that low). An updated architectural inventory is paramount to the
defines the characterof the Bozeman community." function and success of the NCOD, and the preservation of
historic properties and neighborhood character. An architec-
"(NCODJ strives to consider the historic value of eozeman tural inventory distinguishes between historic and non-his-
neighborhoods and individual buildings as part of the toric properties and districts, and sets clear expectations for
planning process." property owners, neighbors, staff and review boards.
"Revisions to the regulafions may be helpful to As noted in Action 4 on the following page, incrementally sur-
address noncontribufing buildings, however, the survey of veying the NCOD may be the most feasible approach to creat-
historic resources within the Cityshould be updated to en- ing a comprehensive architectural inventory.
sure the confinued preservation of historic resources that _ ,__
may not have been considered historic at the time of the � �� � /
previous survey." ,_ �-.-_ _ '�;
�w ��'�'„ �—" _ �
��-.
"1 am very much in favor of maintaining the current ��� ;-� ' , - ,
NCOD unfil a proper historic assessment can be complet- R , ^
ed. Given that many of the structures within the bound- �"- � '�
!'� � `
ary were not eligible as historic properdes at the time of � � � �
the last inventory, it is imperafive that the inventory be ` �' ��.• ,�
complete and updated before the NCOD boundaries are � -�� ��
changed or reduced." __
� , '
�
STRATEGICPLANPOLICY7.4.D .Y':,°` -
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ADOPTED ACTION:
1) North 7th Street is all out of NCOD. 4) Prioritize areas to incrementally inventory to provide
The North 7th Street corridor should be either all in,or all out, of basis for potential boundary adjustment.
the NCOD. Bozeman City Commission directed North 7th Street One approach to an architectural inventory is to prioritize
to be all out of the NOCD. Regardless of the NCOD, both sides of sections within the NCOD. For example:
the street should have the same design regulations. • Historic Districts.
• Areas between Historic Districts.
Historic eligibility of mid-century buildings along the North 7th ' North 7th Corridor.
Street corridor has been raised by some community members. ' Areas along the edges of the NCOD boundary.
However, this is not a reason to include North 7th Street in the
NCOD - the primary purpose of the revised NCOD is not to Prioritized neighborhoods, areas, and districts are found in
protect historic buildings, but rather to protect neighborhood Section 1.6 of this report (page 18).
character. The implementation of a historic preservation pro-
gram that extends beyond the boundary of the NCOD would pro-
vide protection for eligible buildings if requested by the property
owner and approved by the Bozeman Commission.
2) Minor adjustment to the north end of the NCOD •=�`"'',"'�''� ." r, ' '""' � �.+� ,_ �
�? �Y��i 'k" ,Y �' s: ,;.�.�'� � v f
The gap area at the north end of the NCOD cuts through a field/ °.,+�i� .� �;��� � � . .. �i,�__.� �r.�o
�•• �
�' d � .► R.,�-� wc.�,T •� �. ...
parking area as the terminus of the district. A minor adjustment ����f�� �'r��„E�,�� !T',r; - # .i;�aj: r �
t o t h e b o u n d a r y i n t h i s a r e a t h a t f o l l o w s N o r t h R o u s e S t r e e t t o '��;;�= � �t E�r ;�'` � � '_
�,�i .', i
the intersection with Front Street clearly delineates the NCOD �,,x�,�',s+;X ;►`��'''' r �:- �� �;_- -
boundary and avoids future confusion about review process and �L .''°• 1�-��� ��'� ,��-r' �-� f '`
:�; ; �..�:. . ��,; �
jurisdiction. �• �:-��� �, ,� , Fr "'Jl�.__
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- R„,,....
Actions 1 and 2 will have a significant impact on the under- , "�� r �"� �"�'� ���; � .�•�"°`r �`'
standing of the NCOD boundary and the implementation of new �r��� -_ 3 _ - '' �--� -:,.,?';•' • _
re ulations recommended in this document. These two recom- � �' r � - � ��''�""�
9 �'.:- - - �^��-?3� �u
mended adjustments can be made prior to a comprehensive ar- '�. : ��-'-�s���'t'"� ���,`� ,�'i� '� -
'" ,.�.�r. (
chitectural inventory. ��;;i�;";��'�', ' �, � ' �
t -- -�' .,,-/�•�;�,Y ' , '.�,;,,�; __�..
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3) Windshield survey of NCOD to provide basis for potential �, j ��' - ���� �� ' ` . _,_�' ;
�-:t.
boundaryadjustment. ,���_ / �'+'� �� ' ' ��.���:� —,.�._
A windshield survey is a useful tool to narrow the scope of an ar- ;' "''"' ' . �� ��
chitectural inventory and to highlight significant neighborhood =�t;�1,� ',' J�.e��:�A �.�,,'; r, '-�'�'�
�i�✓ .•4.J� ,.fl�i;�;� I
patterns such as open front porches. -
C�b��1s������'��-�F� a.."�...�:;,.►i�" �-'m,���� � �h'��-,
( ���• � �. �" :�� INCLUDE FRONT ST. ` ',� •,� �
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The NCOD has design guidelines, updated in 2015, that are organized by use (residential or commercial) and treat the NCOD
homogeneously without much differentiation between neighborhood character areas. More recently, sub-chapter 46 was cre-
ated to specifically address development character, style and form in the B-3 Commercial Character Area. Design standards and
guidelines encourage contextual development and work in concert with zone district regulations. A healthy mix of requirements
and more flexible recommendations typically results in creative solutions that support and highlight important character defining
features of each neighborhood.
WHAT WE HEARD: Creating design standards and guidelines is strongly recom-
Community feedback provided clear direction that the NCOD mended, but after an architectural inventory, or at the very
can do a better job defining and differentiating neighborhood least a windshield survey, is completed and zone districts
character and encouraging more appropriate mass and scale are evaluated. A comprehensive architectural inventory
adjacent to historic districts. Participants also responded that highlights patterns, architectural characteristics, and overall
diversity of architecture and flexibility of design are areas for neighborhood character that direct neighborhood boundar-
improvement within the NCOD. ies and inform an appropriate mix of requirements and rec-
ommendations for each area.
In speaking with community members and an assessment of
existing conditions, there appears to be support for a more There is an opportunity to incorporate the outcomes of the
flexible, innovative, and design-oriented approach to new Downtown Bozeman Improvement Plan and the Communi-
buildings north of Main Street, and a more conservative, tra- ty Plan as they relate to neighborhood character and future
ditional approach to new buildings south of Main Street. The vision into a new design standards and guidelines document
majority of Bozeman's historic districts are located south of that balances new development and growth policy initiatives
Main Street, and Bozeman's historic industrial areas are north With existing neighborhood context.
of Main Street which may explain this preference.
ADOPTED POLICY DIRECTION: � - -' �_-
;:vu' �;in1�
�':'';:�, a� ..� �I��r1q tt�
Create 3 sets of design standards and guidelines that are - - `� ;�� K�� ucooao�
divided into a character area north of Downtown, a char- _ � � � "'e�"
acter area south of Downtown, and Downtown. --- �;� . -- �
%1�_ �� �, � � �
�� � --� v
There should be general guidelines that support connectivity ^�� — ��" sm'� =��� y� �
between the areas, create a common thread between neigh- _ •
, pport transitions between neighborhoods. � ��` � �
borhoods and su !� ' • .
Focus on large areas and eventually recognize special charac- ��� . , +
teristics of each area and context. � �' -� s�
'�� ,�� � .� ~-
Within each area, special standards are developed for blocks � �
adjacent to historic districts or historic structures. Appropri- -� � - � �
ate uses should be addressed within each chapter. Dividing �- � �
the design guidelines and standards into north and south of
Downtown, and an area specific to Downtown, recognizes dif- STRATEGIC PLAN POLICIES 4•1•g, 4�4
ferences between architectural styles, the history of industrial COMMUNITY PLAN GOALS 1.3, 3�3, 4.3
development in the neighborhoods north of Main Street, and DBIP GUIDELINE P.30
differing sentiment toward 'appropriate' neW CIeVelOpment. DBIP RECOMMENDATION P. 112
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City of Bozeman planning staff provided an analysis of the 2009 Bozeman Community Plan and the 2018 Bozeman Strategic
Plan compared to the draft NCOD recommendations. Correlations are indicated throughout the chapter and are found
below.
2018 STRATEGIC PLAN
POLICY 4.1.B DEVELOP AND ALIGN INFILL POLICIES. (P.6�
Develop, adopt and align city policies for infill and redevelopment, economic development and public infrastructure.
POLICY 4.4 VIBRANT DOWNTOWN, DISTRICTS &CENTERS. (P.7�
Promote a healthy, vibrant Downtown, Midtown, and other commercial districts and neighborhood centers—including
higher densities and intensification of use in these key areas.
POLICY 7.4.D STRATEGIC MUNICIPAL SERVICE DELIVERY EXPECTATIONS. (P.11�
Strategically manage community and employee expectations about the City's capacity to deliver services.
2009 COMMUNITY PLAN
GOAL 1.3, OBJECTIVE G-1 GROWTH MANAGEMENT. �P.13�
Promote the unique history and character of Bozeman by preserving, protecting, and enhancing the overall quality of
life within the planning area.
GoA�3.3, OBJECTIVE LU-1 LAND USE. �P.32�
Create a sense of place that varies throughout the City, efFiciently provides public and private basic services and facilities
in close proximity to where people live and work, and minimizes sprawl.
GoA�3.3, OBJECTIVE LU-3 LAND USE. �P.33�
Strengthen the Historic Core of Bozeman to preserve the community character, economic resource, and historical con-
nection represented by this area.
2019 DOWNTOWN B02EMAN IMPROVEMENT PLAN
GUIDELINE. (P. 30�
Protect the character of the Main Street Historic District and enhance the residential neighborhoods through con-
text-sensitive development.
RECOMMENDATION. �P,112�
Create downtown design guidelines.
�
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3.1 PROGRAM IMPLEMENTATION
Phase-in a local historic preservation program.
3.2 DEVELOP INCENTIVES
Explore a variety of incentives for historic properties owners. Engage with historic property owners to en-
sure incentive relevance and clarity.
3.3 HISTORIC REVIEW PROCESS
Allow HPAB recommendations for historic projects and for projects within a historic district. Start HPAB re-
view of demolitions as a way to ease into review authority.
3.4 HISTORIC PRESERVATION STANDARDS +GUIDELINES
Create historic preservation (HP) standards and guidelines.
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:-� SHORT TERM MID-TERM LONG-TERM
Training for HPAB Members.
` �.. -
Sta rt H PAB review of
demolition applications. �
Process for HPAB recomrnendations for Locally designate National
historic projects and projects within a his- Register (NR) properties
toric distric�t. with owner consent.
Develop preservation plan
� With Hp4R to ��2i�llfY �
preservation goals.
Begin process to nomi-
Explore a variety of Adopt incentives for his�toric property nate new NR listings and
incentives for historic prop- owners.
boundaries for NR histor-
erties and historic districts.
ic districts.
�
� Conduct extensive outreach
with historic
property owners about pos- Create historic design sitandards and Begin process to amend
�p sible incentives. guidelines for historic disi:ricts and land- NR listings and boundar-
marks that align with ies for NR historic dis-
updated Sec. of Interior's Standards. tricts.
Develop quick reference
guides for appropriate
repairs of
historic properties.
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Historic preservation is not a one-size-fits all practice. There are guiding principles established by the Federal government, but it
is up to communities to determine the appropriate preservation approach locally. Communities with a strong inventory of historic
buildings oftentimes implement a customized local program that protects the vernacular historic buildings that do not always
qualify for the National Register of Historic Places.
Vernacular buildings are a style of architecture that is specific to a local area. While na- BozEMaN Has 46 HisTORic
tionally significant properties represent broader historic importance, BOZ2111an�S IOCaI Vel"- BUILDINGS INDIVIDUALLY LISTED
nacular creates a sense of place and pride for the community. Locally significant buildings ON THE NATIONAL REGISTER AND
that represent the evolution and development of Bozeman, important local people, OI" IITI- 10 NATIONAL REGISTER HISTOR-
portant community events, may not qualify for State or National Register listing but can be IC DISTRICTS. THE NATIONAL
equally important to defining unique local character. It is up to the Bozeman community REGISTER OF HISTORIC PLACES IS
to determine what is important through a local preservation program that focuses on local ADMINISTERED BY THE NATIONAL
history, addresses development pressures, and recognizes a sense of place for current and PARK SERVICE.
future generations. Buildings are authentic,tangible pieces of history that are irreplaceable
once they are lost.
Bozeman has a voluntary historic preservation program with an advisory Historic Preservation Board. According to the Municipal
Code, a property is considered historic if it "is listed on the State or National Register of Historic Places, designated as a historic
property under local or state designation law or survey, considered a contributing structure within a National Register Historic
District or local historic district, or is deemed eligible by the City of Bozeman to be listed on the National or State Register of His-
toric Places individually or as a contributing building within an adopted or eligible historic district" Currently,there are parts of the
Bozeman municipal code, such as local designation or local historic district status, which do not have specified review processes
or criteria to be implemented which can a barrier to a local historic preservation program.
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There are 46 nationally listed historic properties and eight his-
toric districts within the NCOD (two historic districts are out- what is the National Register of Historic Places?
side the NCOD). These districts and historic properties were
designated based on 1987 architectural surveys. THE NATIONAL REGISTER IS A LIST OF INDIVIDUAL SITES,
BUILDINGS, OBJECTS, OR DISTRICTS THAT HAVE DEMONSTRAT-
Bozeman also has significant post-World War II architecture ED SIGNIFICANCE TO THE HISTORY OF A COMMUNITY, STATE
that is eligible for National Register listing, aS Id2ntlfied by DI- OR THE NATION AND ARE WORTHY OF PRESERVATION.
ana J. Painter in a Montana State Historic Preservation OfFice
architectural context paper. In addition, the Marwyn Addition THE NATIONAL REGISTER OF HISTORIC PLACES IS AN HONOR-
has been identified by local groups as a cohesive neighborhood ARY DESIGNATION THAT DOES NOT PREVENT DEMOLITION OR
Of ranCh Style ITlld-C2ntUry r2SICIentlal bUllding5. It IS hlghly IIICe- SIGNIFICANT ALTERATIONS. PROPERTIES ON THE REGISTER
ly that the actual number of eligible historic properties both MAY BE ELIGIBLE FOR CERTAIN TAX CREDITS.
pre- and post-World War II, will increase with a new architec-
tural inventory. Regardless of eligibility, the creation of a new �r.� �
National Register Historic District or an individual National Reg- -
ister listing requires consent from the landowner(s). _�,
���*<;
Since Bozeman does not have a current architectural invento- � �'
ry, a property owner is required to submit a historic inventory � ��� ��
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velopment within the NCOD to document any potential histor- ( �� � • r
ic importance before alterations or demolition is undertaken. r�
The onus is on the property owner and on Bozeman staff to J � `. �
document and evaluate the building either just before or at �if�� - - �
t he same t ime t ha t a deve lopmen t or demo li t ion app lica t ion " �r l'r � �
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is considered. This places the immediate aspirations of a prop- - - _ _ -
erty owner in potential conflict with the community's desire to — — _ ._.I
pl"2SeYV2 ItS hISt01"y. First eaptist Church. Photograph courtesy eozeman Public Library,https://
cdm15018.contentdm.odc.org/digital/collection/p16013co1145/id/86/rec/15.
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The Bozeman Municipal Code does not include criteria to designate local historic landmarks or local historic districts, and does not
protect a historic building or potentially historic building from demolition. Maintenance standards are included in the Bozeman
Code; however the standards are universal and not specific to historic properties. Standards for upkeep and maintenance are inte-
gral to a successful historic preservation program and should outline specific requirements to protect the longevity of a building and
avoid demolition by neglect. For example,a historic building may be required to patch holes in a roofto slow structural deterioration.
WHAT WE HEARD:
Historic preservation is the most important aspect of the NCOD. • Adopt local designation criteria and incentives that
Historic properties should be protected against demolition, only apply to National Register listed properties,
and development regulations within historic districts should with owner consent. Test out a local landmark pro-
be strict. Support for an updated inventory is important to the gram on nationally designated properties to deter-
community, not just to define the NCOD, but to also identify and mine whether a local program is attractive to prop-
to protect significant buildings. erty owners and the community.
• Clear standards, objective criteria for landmark des-
"(The]NCOD was designed and created to protect historic ignation, and protections for designated buildings
areas and neighborhoods;it works as a cohesive area that are integral to a local historic preservation program.
defines the character of the Bozeman community." . Demolition criteria could be weighted depending on
location. For example, stricter requirements would
"�The NCOD]strives to consider the historic value of eoze- apply to eligible properties within a historic district
man neighborhoods and individual buildings as part of the as opposed to moderate requirements for eligible or
planning process." historic properties outside a historic district.
• After completing an architectural inventory, write
ADOPTED POLICY DIRECTION: context papers on Bozeman's local vernacular build-
Phase-in a local historic preservation program. ings identified in the survey that are not eligible for
National Register status, but are important to Boze-
The program would apply to all local historic districts and lo- man's history.
cal landmarks regardless of the NCOD boundary. • Develop handouts for historic property owners that
offer quick reference guides to repairs based on na-
• Develop a preservation plan that articulates community tional standards for historic preservation. Offer free
preservation goals with an implementation agenda. consultations for historic properties to promote and
• Decide as a community what is important to protect inform maintenance and upkeep.
and then ensure that historic resources are protected • Explore a conservation easement program or build-
through stricter demolition criteria and specific mainte- ing rehabilitation fund to help maintain significant
nance standards for historic properties. historic properties and prevent deferred mainte-
• Up-skill HPAB members with historic preservation train- nance.
ings focused on reviewing projects against criteria and
improving recommendations. The National Alliance of
Preservation Commissions offers trainings specific to
hISt01'IC bOdl'd5. STRATEGIC PLAN POLICY 1.2, 7.4.D
COMMUNITY PLAN GOAL 8.3
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A voluntary landmark designation program can be very successful when there are reasons to designate a property. Incentives for
historic structures encourage designation by balancing the additional layer of design review and required maintenance associated
with historic status. Incentives can also compensate a property owner's sense of responsibility and outright additional costs of pre-
serving an historic resource. Finding an appropriate balance takes time and finesse to determine appropriate incentives that benefit
property owners and do not negatively impact the community, neighborhood or other citywide goals.
WHAT WE HEARD: ADOPTED POLICY DIRECTION:
Historic preservation is indisputably supported by the com- Explore a variety of incentives for historic properties owners.
munity. The community's connection and dedication to pro- Engage with historic property owners to ensure incentive rel-
tecting their local history through buildings were a common evance and clarity.
thread in the outreach feedback.
The Municipal Code already allows deviations for historic
"Our historic neighborhoods are a treasure. Only Disney properties which may be a meaningful incentive for some
builds places like this anymore. Growth is happening, but property owners. Each project has a different set of param-
take care not to ruin something so unique." eters and a different bottom line that can tip the scales to-
ward voluntary designation or demolition. A list of incentives
"The NCOD and especially the historic neighborhoods need that provides a variety of options for different projects and a
to be preserved and not overwhelmed by new, large scale, merit-based program to earn the benefits is recommended.
unattracfive development." Finding an appropriate balance between carrots and sticks,
regulations and incentives, is the key to a successful voluntary
historic preservation program that relies on property owners
being willing participants.
STRATEGIC PLAN POLICY 4.1.B
COMMUNITY PLAN GOAL$.3
SAMPLE INCENTIVE PROGRAM:
THE CITY IS COMMITTED TO PROVIDING SUPPORTTO PROPERTY OWNERS TO ASSISTTHEIR EFFORTS TO MAINTAIN, PRESERVE
AND ENHANCE THEIR HISTORIC PROPERTIES. RECOGNIZING THAT THESE PROPERTIES ARE VALUABLE COMMUNITY ASSETS
IS THE BASIC PREMISE UNDERLYING THE PROVISION OF SPECIAL PROCEDURES AND PROGRAMS FOR DESIGNATED HISTORIC
PROPERTIES AND DISTRICTS.
EXAMPLES OF INCENTIVES OFFERED IN OTHER COMMUNITIES INCLUDE:
1� ABILITY TO CONSOLIDATE ALL REQUIRED REVIEWS AT HPAB FOR EXPEDITED REVIEW PROCESS.
2� POTENTIAL FOR THE CITY TO PAY A PORTION OF THE CITY FEES ASSOCIATED WITH THE PROJECT.
3�A TRANSFERABLE DEVELOPMENT RIGHT PROGRAM TO TRANSFER FLOOR AREA OFF-SITE.
4�A CONSERVATION EASEMENT PROGRAM OR BUILDING REHABILITATION FUND.
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Under the current review process the Planning Director approves the majority of historic projects,while the Historic Preservation
Advisory Board (HPAB) may provide recommendations. Currently there are about 100 Certificate of Appropriateness applications
a year which are reviewed by staff planners—the Historic Preservation OfFicer acts as an internal referral agency. It is important to
relate the scope of a project to the level of review. It is equally important to not over-regulate new development. Over-regulation
can be a barrier to historic preservation projects and to voluntary landmark designation. One way to tackle this issue is to create
a clear set of review criteria with thresholds for different levels of review by either Staff or the HPAB.
WHAT WE HEARD:
The review process is seen as ambiguous and inconsistently venue to comment and learn about the project. Other avenues
applied. The small groups expressed a desire for clarity and to communicate with the public that could be considered as
consistency in the review criteria, and for a better opportunity part of this alternative are listed in Chapter 6.
to comment on projects.
In addition to required recommendations, HPAB could also
have the ability through a majority vote to require a project be
"Separate historic preservation from neighborhood preser- reviewed by the Bozeman Commission rather than the Plan-
vation since they address different issues and needs." ning Director.
"Give clearer direction and quantitative review parameters TOOLS FOR FUTURE DISCUSSION:
for decision makers." In the future, consider HPAB as a decision making body. A key
component to the historic review process is to authorize the
"Review criteria more geographically based with reason- Historic Preservation Advisory Board to have final authority on
able quantitative evaluation criteria" certain projects, rather than just a recommendation. This cre-
ates a venue for formal review of a project during a public hear-
ing. Board trainings are available to help HPAB differentiate
ADOPTED POLICY DIRECTION: its role as project advocate vs. board reviewer. This approach
Allow HPAB recommendations for historic projects and for allows the Historic Preservation OfFicer to focus on long term
projects within a historic district. Start HPAB review of demo- goals such as the development of a local historic preservation
litions as a way to ease into review authority. program.
HPAB is a required referral agency for historic projects and any A noticed public hearing and formal review process with clear
projects within a historic district. Definitive thresholds need design guidelines and review criteria that are evaluated by the
to be developed to determine the appropriate review body. Historic Preservation Board with a recommendation by the His-
Minor development of non-contributing properties within his- toric Preservation Officer is a more inclusionary, predictable,
toric districts, single family home, and/or small additions (i.e. and oftentimes participatory process.
less than 250 sf) to landmarks are examples of thresholds for
a lesser review process than a new large mixed use building
within a historic district or a large addition to a landmark. STRATE�ic P�AN Poucv 7.4.�
HPAB recommendations would occur at a public hearing
where notice is posted on the property to allow the public a
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HISTORIC DISTRICT COMMISSIONS—A SUMMARY OF AUTHORITY
Many states grant cities the authority to establish commissions with broad authority to make recommendations, spend funds,
hire professionals as needed, and approve exterior modifications and new construction in established historic districts. The
following is a summary of such commissions in select states indicating their authority to grant certificates of appropriateness.
Two states included in the summary specifically authorize staffto grant minor Certificate ofAppropriateness(COAs)with appeals
heard by the commission, although other states, especially those with home rule, may not allow staff level authority.
. � .
.
NC Historic preservation or groad X X Statute
district commission
SC Board of architectural Broad—set by X X Statute
review zoning ordinance
ME Historic district com- groad X Ellsworth, ME
mission
Historic preservation
IN Broad X South Bend,IN
commission
SD Historic preservation groad X Statute
commission
ID Historic preservation groad X Statute
commission
Narrow—did not
WY Historic preservation find any city with X Casper Code
commission HPC approval Cheyenne
authority
Historic preservation
WA Broad X Spokane Code
commission
Historic preservation Overview of state and
UT Broad X local districts
commission
Statue
CO Historic preservation groad X X Mantiou Springs Denver
commission Code
Historic preserva-
OR tion/ resources com- Broad X Admin Rules
Independence
mission
NV Historic resources groad X Carson City Code
commission Reno Code
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The existing Bozeman Guidelines for Historic Preservation and the Neighborhood Conservation Overlay District document, adopt-
ed in 2006 and amended in 2015, address both historic preservation and new development throughout the entire overlay concur-
rently. A chapter is devoted to rehabilitation guidelines for historic properties and each historic district is allotted a few specific
design guidelines. There are general design guidelines for the entire NCOD, and general suggestions for residential development
versus commercial development. This document has served as a good foundation for the NCOD; however, an update to create a
stronger distinction between historic preservation and neighborhood character is overdue. The existing guidelines and any future
standards and guidelines must be based on the recently updated Secretary of the Interior's Standards for the Treatment of Historic
Properties.
WHAT WE HEARD: ADOPTED POLICY DIRECTION:
Neighborhood character and historic districts should be ad- Create historic preservation (HP) standards and guide-
dressed separately within the NCOD with special care given lines.
to transition areas between historic districts. Historic preser-
vation of all designated historic districts is important to the The HP standards and guidelines should specify appropriate
community. contextual alterations, remodels, and new buildings for each
historic district. Standards will be requirements (with the abil-
The Main Street, Story Mill, and the Bon Ton historic districts ity to request a deviation) and guidelines will be recommen-
have the greatest mass and scale challenges with new devel- dations. The HP standards and guidelines will build upon the
opment. Based on this feedback, updated design standards principles of the Secretary of the Interior's Standards, which
and guidelines need to specifically address mass and scale will still apply, and will provide more detailed direction for each
within these identified historic districts in addition to poten- historic district to specifically address historic significance.
tial zone district boundary changes.
"The NCOD and corresponding regulations are the reason The HP standards and guidelines will be separate from the de-
we have the charming eozeman of today, and are neces- sign standards and guidelines for non-historic properties and
sary to retain this charm." non-historic districts within the NCOD (discussed in Section
2.3, page 30). Creating the HP standards and guidelines is rec-
ommended after an updated architectural inventory is com-
pleted (see Section 1.6, page 18 for prioritized list of historic
districts to be inventoried first).
The architectural inventory may result in the expansion of exist-
ing historic districts and will likely highlight character defining
features and massing concerns specific to each historic district
which should be addressed in the hp standards and guidelines.
The hp standards and guidelines need to be relevant to existing
conditions, reflect good historic preservation practice and en-
courage appropriate future development.
STRATEGIC PLAN POLICY 4.2
COMMUNITY PLAN GOALS 1.3, 3�3, 4�3
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City of Bozeman planning staff provided an analysis of the 2009 Bozeman Community Plan and the 2018 Bozeman Strategic Plan
compared to the draft NCOD recommendations. Correlations are indicated throughout the chapter and are found below.
2O1H $TRATEGIC PLAN
Poucv 1.2 (P.2)
Broaden and deepen engagement of the community in city government, innovating methods for inviting input from the commu-
nity and stakeholders.
POLICY Q.1.B DEVELOP AND ALIGN INFILL POLICIES. �P.6�
Develop, adopt and align city policies for infill and redevelopment, economic development and public infrastructure.
POLICY 4.2.D UPDATE HISTORIC PRESERVATION GUIDELINES. �P.6�
Update the Neighborhood Conservation Overlay District(NCOD)guidelines for historic preservation in downtown and other com-
mercial districts and neighborhood centers. Promote continued investment in the city's inventory of historic structures relative to
ongoing infill and redevelopment.
POLICY 7.Q.D STRATEGIC MUNICIPAL SERVICE DELIVERY EXPECTATIONS. �P.11�
Strategically manage community and employee expectations about the City's capacity to deliver services.
2009 COMMUNITY PLAN
GOAL 1.3, OBJECTIVE G-1 GROWTH MANAGEMENT. (P.13�
Promote the unique history and character of Bozeman by preserving, protecting, and enhancing the overall quality of life within
the planning area.
Goa�3.3, OBJECTIVE LU-1 LAND USE. (P.32�
Create a sense of place that varies throughout the City, efFiciently provides public and private basic services and facilities in close
proximity to where people live and work, and minimizes sprawl.
Goa�3.3, OBJECTIVE LU-3 LAND USE. (P.33�
Strengthen the Historic Core of Bozeman to preserve the community character, economic resource, and historical connection
represented by this area.
GoA�4.3, OBJECTIVE C-1.2 COMMUNITY QUALITY. (P.47�
Update design objectives to include guidelines for urban spaces and more dense development
Goa�4.3, OBJECTIVE C-1.4 DESIGN GUIDELINES. (P.47�
Achieve an environment through urban design that maintains and enhances the City's visual qualities within neighborhood, com-
munity and regional commercial areas.
GOAL 8.3, OBJECTIVE ED-3 ECONOMIC DEVELOPMENT. (P.76�
Recognize the importance of quality of life elements in attracting and developing economic activity.
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4.1 INFILL TRANSITIONS
Study of the B-3 transition zone should be a mid- or long-term priority rather than an immediate priority.
4.2 RELATE �
Explore adjusting the historic district boundaries to relate to the existing zone districts.
Gather more data after the architectural survey and design guidelines and standards are completed. Use
tools such as 3-D modeling to understand zoning, mass and scale.
4.3 RELATE ZONE G� ...�� �.., .._..��...
�rs: Consider aligning zone district allowances with neighborhood character. Gather more
data after the architectural survey and design guidelines and standards are completed. Use tools such as 3-D
modeling to understand zoning, mass and scale.
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SHORT TERM MID-TERM LONG-TERM
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Amend zone district require-
Map review process and Analyze zonE� districts: ments to relate to neighbor-
identify redundant require- ;D where dimensio�ial requirements hood (or historic district if
ments and areas of overla� and boundaries coriflict with neigh- applicable)
for projects within the NCO�, borhood characteri�future vision, or character
i.e. Article 5, Site Plan Revie� historic district boundary. (either existing or future
Project Review... vision).
—� Create design standards and guide- Create transition specific
- lines specific to the B3 zone district. standards and guidelines
- — - that are context based and
_ , - Reference �nd align replace Article 5 standards
— -- _ ' design standards and (where it is redundant) for
� __ - guidelines with th�� adopted DBIP. projects within NCOD.
, � Gather more data after the architectural survey and design
guidelines and standards are complete�d. Use tools such as 3-D model-
ing to understand zoning;, mass and scale.
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The Bozeman community places a very high value on neighbor- mix of design overlay and buffer overlay districts to promote
hood character within the NCOD. The purpose of the NCOD, and to support neighborhood context. However, it is virtually
as a design overlay for both historic districts and non-historic impossible to create design guidelines that make a new,tall,
districts, is only part of the story. The NCOD discussion is not multi-story building relate to a single story bungalow.
binary—there are many otherfactors at play. Recent discon-
tent around tall projects adjacent to small scale residential The abrupt height and mass transitions between historic and
neighborhoods highlights a potential disconnect between the non-historic districts has influenced negative community
dimensional allowances such as height, setbacks, and floor sentiment toward the NCOD and an overall feeling that the
area of the zone districts and appropriate contextual develop- NCOD needs to be improved.
ment within the NCOD.
STRATEGIC PLAN POLICY 7.4.D
The NCOD uses the Bozeman Guidelines for Historic Preserva- CoMMUNiTv P�aN Goa�s 3.3 aN�4�3
tion and The Neighborhood Conservation Overlay District to DBIP RECOMMENDATION P. 110
inform new construction,and the 2015 NCOD audit suggests a DBIP RECOMMENDATION P. 116
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The historic districts, residential neighborhoods and mixed- B-3 Downtown Business District and its relationship to the
use downtown core found within the Neighborhood Con- established historic districts and overall NCOD boundary
servation Overlay District represent some of the most de- became an important part of this evaluation, based on
sirable real estate in the city, elevating redevelopment input from stakeholders and community members.
potential and prompting serious consideration — and con-
cern — regarding infill development in the area. Some of The intent of the B-3 zone is 'to provide a central area
the existing zone districts located in the NCOD have allowed for the community's business, government service and cul-
for development over time that is not always characteristic tural activities with urban residential development as an
of adopted historic districts or non-historic neighborhoods. essential supporting use' Encouraging mixed use devel-
This disconnect between traditional zoning practice and opment with a healthy balance of business, civic, cultural
neighborhood character results in projects that may meet and residential uses are central to a healthy downtown
the code (and the existing form and intensity standards) district. In other communities, allowing urban residential
but are not always responsive to the surrounding neigh- uses as part of a high density downtown district has un-
borhood, prompting frustration and distrust toward infill intentionally created situations where the highest and best
development, especially within the NCOD. use of a property is top-shelf residential developments.
The Downtown Bozeman Partnership is currently working
Within the scope of the NCOD project, the focus is to on an updated Downtown Bozeman Improvement plan
address community concern over mass, scale and densi- that will address the B-3 zone district and areas for infill
ty issues that impact neighborhood character within the and higher density development. In addition, the Bozeman
district. In order to do so, an evaluation of the zone Community Plan is being updated which will also pinpoint
districts present within the NCOD boundary was necessary areas for growth and development and will reflect long
to understand how existing standards influence develop- term vision of the community.
ment within the district and pinpoint opportunities for
greater compatibility and stronger implementation. The
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The B-3 'downtown district' zone highlights an opportunity issue within B-3 and properties immediately adjacent to
for a softer, context-appropriate transition between higher residential R-2 districts, but may not go far enough to
density and taller buildings and small low density neighbor- address neighborhood character beyond mass and scale or
hoods. A sensitive solution is required to meet the goals consider infill in a holistic manner that looks beyond that
and intent of the zone district while balancing historic and immediate edge.
neighborhood preservation of the areas that abut the B-3
boundary. To further complicate this balance, the Main The B-2M 'community business district-mixed' zone district
Street historic district is located in the middle of the B-3 is a new district adopted in 2017 that is a hybrid between
zone. Allowable building heights along Main Street are B-3 and the more suburban B-2 zone district. The stated
lower than height allowances outside the historic district intent of B-2M is to function as a vibrant mixed-use dis-
and within the B-3 zone. Different height requirements trict that accommodates substantial growth and enhances
within the zone district recognize historic context along the character of the city. B-2M zoning is presently located
Main Street; however, this pushes taller buildings toward along the western boundary of the NCOD, between Main
low scale residential neighborhoods located to the north and Peach Streets, and may serve as an opportunity zone
and south. Setback and height restrictions established by to capture future infill development within the district.
the application of zone edge transition areas address this
I B-3, B-2M. I RS, R-1 I
UMU,&R-5 R-2,&RHM
I districts I districts I
�o' -----�� Maximum
I Building I I
scory s ,�' Height
.�
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Story 5 I ��� I I
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�� V Story 4 I y� I Maximum height 36' I V ��
(i'parapet)
° �. in R-1&R-2 districts
(9/12 or greater roof pitch)
— � � I �-------------------------
Story 3 11'floor to floor
� � - o I 12 �
a 10�
Story 2 I 1 T Floor to floor � I - I
ro
I �Q�_��� 5,_Q„ I
Story 1 . 15'floor to floor .
�I (Reference Lot Width:60') (50') ��
Excerpt from Bozeman Municipal Code,Section 38.320.060.-Zone edge transitions(within Division 38.320 Form and Intensity Standards).
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WHAT WE HEARD: ADOPTED POLICY DIRECTION:
Locating new infill development anywhere within the NCOD Study of the B-3 transition zone should be a mid- or long-
received moderate community support; however majority term priority rather than an immediate priority.
support was for outside the NCOD or along the 7th Street
corridor. This is consistent with the City's recent up-zoning of There is some acceptance by the community that new
the 7th Street corridor to accommodate additional density and development is going to happen in the NCOD. Results
intensity of development. from pointed questions on where developments should
occur, as well as our assessment of the massing and char-
It is important to note the different perceptions around acter of existing development within the NCOD boundary,
what constitutes infill. For some people infill is large high informed our recommendation to rethink the B-3 District
density development, and for others infill is all new de- boundary within the NCOD. How this boundary is re-
velopment regardless of density or size. High density devel- considered could be approached from multiple directions:
opment can also take on different meanings among residents. from modifying the boundary of the B-3 district to better
For some, high-density means an intense concentration of uses, align with existing historic districts, to creating a new mixed
both vertically and horizontally, reflective of larger urban areas use district that serves as a transitional zone between B-3
like Denver, Seattle or Portland. For others, high-density could and the residential neighborhoods, or expanding upon
be any use or development more intense than single-family res- the existing zone edge transition requirements to better
idential; in a city the size of Bozeman sometimes any new or address form and character in these transitional areas.
additional development feels higher in intensity than what cur-
rently exists. Using streets to delineate the boundary creates a physical
break between zone districts. The established neighbor-
"Lack of buffer zone between new development and exist- hoods and historic districts located to the south of down-
ing neighborhoods is hurting the community of the neigh- town dictate a very clear boundary between traditional
borhoods which is difficult to see unless you are living in the neighborhood development and the B-3 zone; our recom-
neighborhood. Our neighborhoods are not just brick and mendation, regardless of any of the options presented, is
mortar we are people. The hard line between commercial for the City to consider aligning the southern B-3 district
and residential zoning needs a buffer." boundary with the existing historic districts to the south of
Babcock Street. To balance an adjusted B-3 zone, incentiv-
izing redevelopment within areas zoned for B-2M along
the North 7th corridor should be considered to take ad-
The Bozeman Community Plan is currently being revised. The vantage of recent upzoning in this area and the desire to see
final document will provide context and future vision for this additional infill along this corridor.
decades old discussion around increasing density downtown
and protecting the essence of the Bozeman community.
STRATEGIC PLAN POLICIES 4.1.B AND 4•4
COMMUNITY PLAN GOAL 1.3
DBIP GUIDING PRINCIPLE P.30
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TOOLS FOR FUTURE DISCUSSION:
Tools to consider in the future are provided as options that address the '
delicate balance between incentivizing infill and supporting historic pres- �
ervation and enhancing neighborhood character. B-3 .
- -��c►ua�yN,�r -
1) Create a B-3 transitional zone (B-3T)for areas located beyond the core �G�
downtown district. "' B�� "_ " "
This could be an overlay district or separate zone district (B-3T) that t. �
would apply to properties located between Babcock and the existing B-3 �
boundary to the south, and Mendenhall and the existing B-3 boundary to / �/ ��
the north. The intent ofthe existing B-3 zone would remain in place,with / � � �/
massing, scale, site design and other dimensional requirements adjusted �•� `�s�
to better align with a transitioning commercial, mixed use to residential,
mixed use neighborhood. Design standards and guidelines developed to
maintain the character of the area would further refine where and how
infill development would occur within this zone. �
�yF.
2) Incorporate additional site design standards within the existing zone
edge transition requirements.
Similar to the recommendation above, but working within the existing
municipal code framework, additional site design standards could be in- �CoClc IC ���?
corporated within Section 38.320.060 of the City's municipal code ad-
dressing compatible transitions between high density and low density � 7
districts. Fa�ade articulation, transparency, construction materials, roof '� '
type, landscaping and other design requirements could be incorporated � _
-��.--�.r--
- in addition to existing height and setback requirements - to further
define the character of the transition zone and extend it beyond imme-
diately adjacent properties. �, �
1
3) Incentivize redevelopment along North 7th through TDRs. /` 1 V
Using a combination ofthe above options establishing a transitional zone
1 / i� -�. ^. ,
along the B-3 "edge", encourage infill development within the expanded � � _
.�
NCOD district along North 7th Avenue by allowing developers to shift i ' °i,;'
density from the transitional zone into the B-2M zone. This may be ac- g3
complished in concert with a slight expansion to the B-2M district's east- M�� , —
>v
ern boundary, depending on the guidance and direction resulting from !
the City's community plan update, landowner input, and the adopted ; ',� ,�, ;,,�'�:���
downtown plan update. '�'"'" � j
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Zone district analysis is not exactly within the scope of the NCOD
project; however, there are definite areas of overlap in terms of The National Register of Historic Places describes the Bon
mass, scale, and neighborhood character. Bozeman is current- Ton Historic District as"eozeman's fi�nest examples of histor-
ly working on a community plan update and a downtown plan �c residential architecture, spanning from the early 1880s to
update that will most likely address changes to the zoning map. the mid-1930s, constitute the bulk of the 228 buildings in
the Bon Ton Historic District"
Disconnect between zone district boundaries and neighbor-
hood character occur throughout the NCOD, most notably with-
in designated historic districts that have a defined and cohesive
architectural style. Approved projects within the B-3 zone dis-
trict directly adjacent to designated historic districts, highlight �p�IT��
Q'�OVNUA{Z-�f • a.�
incompatibility between neighborhood character and dimen- .,
sional allowances within a zone district. � � d���.
R 1 B'
� � R-0
The Bon Ton, Story Mill, and Cooper Park Historic Districts have {�^''� ,? F7'3 '
more than one zone district within the historic district boundary �— I
-for example, the Bon Ton Historic District has R-1, R-4 and B-3 �"� �_� PL1
zoning. Allowed heights in the R-1 Zone District (36 ft. max) are
k-
lower than the R-4 Zone District (44 ft. max), and significantly
lower than the B-3 Zone District (70 ft. max outside the core). �.
The historic buildings within the Bon Ton Historic District range
from 1 story to 2 1/2 stories in height on average, whlCh IS slg- WHAT WE HEARD:
nificantly lower than a 44 ft. building allowed in R-4. Through our analysis and discussion with participants the
Main Street Historic District and surrounds was identified as
Numerous zone districts within one cohesive historic district having the greatest mass and scale challenges with new de-
can be frustrating for residents, property owners and Bozeman velopment.
staff/review boards when a project meets zoning allowances
but does not relate to the historic context of the neighborhood. Many participants reference recent tall developments in the
This places a strain on the review process and can result in new g_3 zone adjacent to residential neighborhoods, as evidence
development that degrades and erodes the cohesion of the his- that the NCOD needs to better protect neighborhood char-
toric district. acter. Rather than design, the review process, or neutral op-
tions, participants selected the size of building and the scale
Changes to the zone district map should be considered in con- of new development as the biggest issues with new develop-
cert with the community plan and the downtown plan updates. ment in the NCOD.
Zoning amendments should also be informed by other commu-
nity wide goals such as infrastructure updates for new construc- gased on community input, we found that there is overall
tion, on-street and off-street parking needs, affordable housing community concern with the pace and size of new growth and
needs, and many other growth and development topics. development throughout Bozeman. Specific concerns within
the NCOD ended up relating largely to projects approved un-
der the B-3 zone district and Design Guideline Subchapter 4B
which is specific to the B-3 zone.
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ADOPTED POLICY DIRECTION: ADOPTED POLICY DIRECTION:
(HISTORIC DISTRICTS) (NON-HISTORIC NEIGHBORHOODS�
Explore adjusting the historic district boundaries to relate to Consider aligning zone district allowances with neighborhood
the existing zone districts. character.
Gather more data after the architectural survey and design Gather more data after the architectural survey and design
guidelines and standards are completed. Use tools such as guidelines and standards are completed. Use tools such as 3-D
3-D modeling to understand zoning, mass and scale. modeling to understand zoning, mass and scale.
After an updated architectural inventory of the NCOD is com- New design overlay districts and neighborhood specific design
pleted, determine whether existing historic district bound- guidelines are not the singular answer to the mass, scale and
aries need adjustment and identify eligible future historic incompatibility issues voiced by the community. To success-
districts within the NCOD. Consider historic preservation in- fully address the concerns in non-historic neighborhoods we
centives that off-set any "down zoning" that may occur when recommend a multi-pronged approach that starts with align-
zone district boundaries and dimensions are adjusted. ing dimensional requirements and allowed uses in the NCOD
zone districts to neighborhood character and the future vision
TOOLS FOR FUTURE DISCUSSION: for each neighborhood. Design guidelines should be consid-
1) Explore adjusting the historic district boundaries to relate ered after an architectural inventory or windshield survey ofthe
to the existing zone districts. NCOD is completed and after zone districts are amended.
If an architectural inventory is not feasible at this time, bound-
ary adjustments can be made based on current information TOOLS FOR FUTURE DISCUSSION:
and a windshield survey. However, adjustments to the historic 1) Update the form and intensity standards to better address
district boundary must not jeopardize the integrity of the his- concerns about mass and scale.
toric district by including areas that do not have a high level of The form and intensity standards are form based code that
significance and do not contribute to the historic district. On Were recently adopted by the Bozeman Commission. Note: it
the other hand, historic districts should not exclude important may be premature to update the form and intensity standards
historic properties in order to align zone districts with historic that have not been adequately tested. Sample case studies
districts as this would be counter-productive. This alternative could shed light on the applicability of the form and intensity
may involve amending the National Register of Historic Places standards and whether Alternative 1 is an appropriate option.
historic district designation unless local historic districts are
adopted. 2) Update current design guidelines and add design standards
to better address concerns about mass and scale.
2) Develop an historic preservation overlay zone in place of New design standards can encourage thoughtful design ele-
amending zone district boundaries. ments that reduce the perception of mass and scale and can
This approach applies cohesive design standards and dimen- require architectural elements, such as front porches or large
sional requirements within a historic district, and is similar to street facing windows, that relate new development to sur-
the Main Street historic district which is located within the B-3 rounding character. New design standards and guidelines for
zone district. Within the B-3 boundary, different dimensional neighborhoods are addressed in Chapter 2 of this document.
standards apply to properties inside the Main Street historic
district as opposed to outside the district.
STRATEGIC PLAN POLICY 4•4
COMMUNITY PLAN GOAL 1.3
DBIP GUIDING PRINCIPLE P.30
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City of Bozeman planning staff provided an analysis of the 2009 Bozeman Community Plan and the 2018 Bozeman Strategic
Plan compared to the draft NCOD recommendations. Correlations are indicated throughout the chapter and are found below.
2018 STRATEGIC PLAN
POLICY 4.1.B DEVELOP AND ALIGN INFILL POLICIES. (P.6�
Develop, adopt and align city policies for infill and redevelopment, economic development and public infrastructure.
POLICY 4.4 VIBRANT DOWNTOWN, DISTRICTS & CENTERS. (P.7�
Promote a healthy,vibrant Downtown, Midtown, and other commercial districts and neighborhood centers—including higher
densities and intensification of use in these key areas.
POLICY 7.4.D STRATEGIC MUNICIPAL SERVICE DELIVERY EXPECTATIONS. (P.11�
Strategically manage community and employee expectations about the City's capacity to deliver services.
2009 COMMUNITY PLAN
GOAL 1.3, OBJECTIVE G-1 GROWTH MANAGEMENT. (P.13�
Promote the unique history and character of Bozeman by preserving, protecting, and enhancing the overall quality of life with-
in the planning area.
Go,4�3.3, OBJECTIVE LU-3 LAND USE. (P.33�
Strengthen the Historic Core of Bozeman to preserve the community character, economic resource, and historical connection
represented by this area.
GoA�4.3, OBJECTIVE C-1.2 COMMUNITY QUALITY. (P.47�
Update design objectives to include guidelines for urban spaces and more dense development.
MAY 2019 DOWNTOWN BOZEMAN IMPROVEMENT PLAN
GUIDING PRINCIPLE ��MORE THAN A MAIN STREET�� (P. 30)
Protect the character of the Main Street Historic District and enhance the residential neighborhoods through context-sensitive
development.
RECOMMENDATION P. 110
Adjust the B-3 District Boundary to Eliminate Land Use and Scale Conflicts.
RECOMMENDATION P. 116
Explore "Gentle" Residential Infill.
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5.1 NCOD REVIEW PROCESS (NON-HISTORIC):
Ensure the review process is understandable and streamlined.
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SHORT TERM MID-TERM LONG-TERM
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, :� • Exempt the NCOD from duplicative
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There are numerous requirements and reviews that may apply to projects within the NCOD including: a Certificate of Appropri-
ateness, Sketch Plan Review, Form and Intensity Standards within each zone district, and Project Design Review to name a few.
These multiple layers can create confusion for neighbors. The City of Bozeman developed handouts that simplify application
requirements to be accessible and understandable to a wide range of users.
The number of differing reviews increases the potential for conflicting standards that need to be rectified throughout the review
process. In our experience, this can cause applicants to feel that the process is arbitrary. The Municipal Code has thresholds to
determine when a recommendation is required from the Design Review Board (DRB). These thresholds are specific to large de-
velopments with 45 or more dwelling units or are a minimum of four stories, and provide a good foundation to build on. Based
on community input,there is a desire to address the review process and provide a more concise framework that is easy to follow.
..
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DEVELOPMENTACTION
PUBLIC COMMENT OPPORTUNITY
'-1 I I S C31ac� A�U r` --1
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WHAT WE HEARD: ADOPTED POLICY DIRECTION:
Clear review criteria, an understandable process, and a Ensure the review process is understandable and streamlined.
streamlined review are areas that need improvement accord-
ing to the small group meeting participants. Placing more Map out the different review processes to determine overlap
weight on public comment and Design Review Board (DRB) and areas to simplify and consolidate. For example, explore
recommendations is desired; and, relating scope to level of the advantages and disadvantages to exempting the NCOD
review process is recommended by the small group meeting from form and intensity standards in zone districts (and pos-
participants. sibly other review processes) and instead use context derived
design guidelines (recommendations) and standards (require-
Overall, participants felt that the review process for new de- ments).
velopment is slightly tilted to developers with some partici-
pants agreeing that the review process is balanced. Develop review criteria that is objective and allows some flex-
ibility. This can be achieved through a mix of regulations, de-
sign standards and design guidelines.
"Let's have developers collaborate with the neighborhood
they seek to develop within so that we can get projects TOOLS FOR FUTURE DISCUSSION:
that truly meet the needs and fit the character of the par- 1) Require a binding design review process with the Design
ticularneighborhood." Review Board (non-historic properties).
The DRB would be authorized to make the final decision on
"There should be room for deviation from existing com- design review, while still enabling the Bozeman Commission
munity character, if the proposed building's architecture is to consider a large project for review when certain thresholds
world-class, contemporary." or requirements are met. At the same time, lower the thresh-
.s�.. ., �ti� 'x; � , �
olds that triggers DRB review to include smaller projects to
-�;"'�,�s. � ,� balance the recommendation requiring a design review pro-
_ �`�'1 , `����� '� cess for large projects.
= ;.�•� �`��r/�-F=��-�, �
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� . }�� .�--• This is a significant change to the Bozeman Municipal Code
_ , � ��'f� � � and requires a commitment to training the DRB to apply re-
' t � ' ' � �� view criteria. A large majority of established communities im-
�, f'1., . ,
�� ��� - - v plement a similar review structure with design review boards,
+� � � n historic preservation boards, planning boards, and/or zoning
,,,,, ; ' � , boards conducting quasi-judicial procedures to review proj-
•. ,,��,,, -
;;;;;;; ects that fall between a staff level review and a comprehen-
,^� � "` � sive review by elected ofFicials. Under this process, planning
� `�`'�''� � staff continues to approve minor projects and provides exper-
tise and recommendations to the review body during a proj-
ect review.
STRATEGIC PLAN POLICIES 4•Z•�,4•4, 7•4•�
COMMUNITY PLAN GOALS 1.3, 3�3, 4•3
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City of Bozeman planning staff provided an analysis of the 2009 Bozeman Community Plan and the 2018 Bozeman Strategic
Plan compared to the draft NCOD recommendations. Correlations are indicated throughout the chapter and are found below.
2018 STRATEGIC PLAN
POLICY 4.2.D UPDATE HISTORIC PRESERVATION GUIDELINES. (P.6�
Update the Neighborhood Conservation Overlay District (NCOD) guidelines for historic preservation in downtown and other
commercial districts and neighborhood centers. Promote continued investment in the city's inventory of historic structures
relative to ongoing infill and redevelopment.
POLICY 4.4 VIBRANT DOWNTOWN, DISTRICTS & CENTERS. (P.7�
Promote a healthy, vibrant Downtown, Midtown, and other commercial districts and neighborhood centers—including higher
densities and intensification of use in these key areas.
POLICY 7.4.D STRATEGIC MUNICIPAL SERVICE DELIVERY EXPECTATIONS. (P.11�
Strategically manage community and employee expectations about the City's capacity to deliver services.
2009 COMMUNITY PLAN
GOAL 1.3, OBJECTIVE G-1 GROWTH MANAGEMENT. �P.13�
Promote the unique history and character of Bozeman by preserving, protecting, and enhancing the overall quality of life within
the planning area.
Goa�3.3, OBJECTIVE LU-3 LAND USE. �P.33�
Strengthen the Historic Core of Bozeman to preserve the community character, economic resource, and historical connection
represented by this area.
Goa�4.3, OBJECTIVE C-1.2 COMMUNITY QUALITY. �P.47�
Update design objectives to include guidelines for urban spaces and more dense development.
GoA�4.3, OBJECTIVE C-1.4 COMMUNITY QUALITY. �P.47�
Achieve an environment through urban design that maintains and enhances the City's visual qualities within neighborhood,
community and regional commercial areas.
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6.1 PROJECT INFORMATION
Strengthen existing project information channels and work on push notifications City-wide.
6.2 PROJECT INFORMATION
Develop a plan to have public meetings prior to applicatoni review with impacted neighbors. Collect input from
neighbors on large scale projects. Add noticing requirements with area radius. Develop minimum standards that
applicant has to meet. Develop clear thresholds that trigger review.
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SHORT TERM MID-TERM LONG-TERM
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Strengthen existing project
information channels and worl<
on push notifications City-wide.
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Develop a plan to have public meel-ir.o_ r. ._. __ _rr
toni review with impacted neighbor�s. Collect input froi
neighbors on large scale projects. A,dd noticing requirE
i ments with area radius. Develop n�inimum standards
that applicant has to meet. Develol ' '' ' '
that trigger revie�v�
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The City of Bozeman requires mailed and posted notices that include information about the project,contact number,and the date
of a public hearing for specific types of projects. In addition, the City of Bozeman is currently working on expanding web access
to development project information and advisory board agendas with links to packet material. A Certificate of Appropriateness
in the NCOD does not require posting of notice prior to approval; rather,the Municipal Code may require notice be posted on the
property that describes the scope of the already approved project. Administrative reviews at the staff level do not have required
public noticing prior to the decision. By their very nature, staff reviews are for projects that comply with code requirements and
a Certificate of Appropriateness can be issued quickly without slowing down development momentum.
WHAT WE HEARD: ADOPTED POLICY DIRECTION:
Project information is mostly found in the newspaper, on the Strengthen existing project information channels.
city website, and through word of mouth. Most participants
feel that available information provides enough detail to un- Go beyond the standard posting, mailing, and publishing, and
derstand the main points of a project. provide information to the area surrounding the project prior
to the first hearing or staff determination. The City of Boze-
"ALL of these sources and several times INADVANCE-you man has a robust award-winning GIS Department and web-
can't advertise too much" page. The information that is available online includes layers
that illustrate projects that are under initial review, on hold,
"Send out texts with development/proposal info to folks are within a public noticing, under final review, and approved.
within a five block radius."
In speaking with the community and reviewing the website,
"Continue to utilize GIS in a useable format so the public there is an opportunity to work within the existing GIS layers
can see proposed projects early in the process and have a to add additional information. Examples from other cities in-
chance to comment." clude a summary of the project proposal, more detailed appli-
cation status, and associated permits.
"Neighbors directly affected deserve a direct communica-
tion." Options to explore:
• Working with GIS Department and web administrators on
how to integrate additional information into the existing
�� � � ��- I ` GIS layers and website to make detailed project informa-
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� Gw^sGiova��. .i I '_'I )J � .�, .
`°'"'" �Zofs> . ► x tion more readily available to the public.
_ i,�tl�.i�i�.i.... � — _a_Fr..iP.ilioe:A�_«_
� Case Number. LUR2017-00078 � �
= Desviption: NONCONFOFFIING USE ��� '
,,,,,,=. RE��Etvfo��,�:oo�tdoo. _ • Educational campaign through City social media channels
rinsine patios(total of 963 square
ew ,ee�,asso�;dtedw;tha�eW discussing where to find planning project information.
--� - restauranF use in the Village - "'
""^'e�� . Shopping Center(Shine �Run
i ��F,���.�_� Restaurant R Gathering �WOrkfIOW StatUS
Place).The proposed hours �R,�9 Click on arrow to the lek of the Review 7ask to see additional results and cominents.
of operation are 11 a.m.[o
� il p.m.seven days a week.
- The larger patlo area is �► =-ppLca-�o�Sukmca]
a.,
�''>p�. W ellm�i
���t ezisting and+vas formerly
' nen n.e„�:.,�.�.;, ..7► Roucice
�ry �� used by Alba Restaurant ,rcoiorado
Nill � ard`lol[a Restau�an[. � F���.I�:t r,�;
- Zoam ta " ;En-,i uV. �► P'e eP�auu_ __�",
_ ..-_••. Ea;tAurc.a:�
— - hlt�_.�6�. _ _ "
City of Boulder,GIS,Development Review Cases. City of Fort Collins,GIS,Citizen Portal.
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ADOPTED POLICY DIRECTION: Options to explore:
Increase opportunity for community awareness through no- • A required meeting prior to application review with the
ticed public hearings. neighborhoods impacted by the project.
Pushing more projects and review authority to the DRB or • To take it a step further, required input from the neigh-
HPAB will automatically generate a forum to gather informa- borhood association on large scale projects could be ex-
tion during project review and may result in more community plored. For example, in Pitkin County Colorado, specific
awareness of ongoing projects. areas within the County have formed caucuses that are
required to provide a recommendation to the reviewing
body on large projects within their area.
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