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HomeMy WebLinkAbout08-11-25 CDB Agenda and Packet MaterialsA. Call to Order - 6:00 pm B. Disclosures C. Changes to the Agenda D. Approval of Minutes D.1 Approval of Minutes(Sagstetter) E. Action Items E.1 Annexation and Zone Map Amendment Requesting Annexation and the Establishment of an Initial Zoning Designation of R-1 on 0.903 Acres, the 1727 Kenyon Drive Annexation, Application 25051(Rogers) THE COMMUNITY DEVELOPMENT BOARD OF BOZEMAN, MONTANA CDB AGENDA Monday, August 11, 2025 General information about the Community Development Board is available in our Laserfiche repository. If you are interested in commenting in writing on items on the agenda please send an email to comments@bozeman.net or by visiting the Public Comment Page prior to 12:00pm on the day of the meeting. At the direction of the City Commission, anonymous public comments are not distributed to the Board or staff. Public comments will also be accepted in-person and through video conference during the appropriate agenda items. As always, the meeting will be streamed through the Commission's video page and available in the City on cable channel 190. For more information please contact Chris Saunders, csaunders@bozeman.net This meeting will be held both in-person and also using an online video conferencing system. You can join this meeting: Via Video Conference: Click the Register link, enter the required information, and click submit. Click Join Now to enter the meeting. Via Phone: This is for listening only if you cannot watch the stream, channel 190, or attend in- person United States Toll +1 346 248 7799 Access code: 954 6079 2484 Having reviewed and considered the staff report, application materials, public comment, and all 1 E.2 Continued Discussion of Unified Development Code Update Focusing on Environmental Consideration in Development Review(Rogers) F. Public Comments on Non-agenda Items Falling within the Purview and Jurisdiction of the Board G. FYI/Discussions G.1 Upcoming Items for the Aug 18, 2025, Community Development Board Meeting (Saunders) H. Adjournment information presented, I hereby adopt the findings presented in the staff report for application 25051 and move to recommend approval of the 1727 Kenyon Drive Zone Map Amendment, with contingencies required to complete the application processing. Discuss and determine whether to make a recommendation to the City Commission on general standards and scope of environmental considerations of development review applications. This is the time to comment on any non-agenda matter falling within the scope of the Community Development Board. There will also be time in conjunction with each agenda item for public comment relating to that item but you may only speak once per topic. Please note, the Community Development Board cannot take action on any item which does not appear on the agenda. All persons addressing the Community Development Board shall speak in a civil and courteous manner and members of the audience shall be respectful of others. Please state your name, and state whether you are a resident of the city or a property owner within the city in an audible tone of voice for the record and limit your comments to three minutes. General public comments to the Board can be found in their Laserfiche repository folder. Information only, no action required. This board generally meets the first and third Monday of the month from 6:00 pm to 8:00 pm. City Board meetings are open to all members of the public. If you have a disability that requires assistance, please contact our ADA Coordinator, David Arnado, at 406.582.3232. 2 Memorandum REPORT TO:Community Development Board FROM:Sam Sagstetter SUBJECT:Approval of Minutes MEETING DATE:August 11, 2025 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Approve. STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:None. UNRESOLVED ISSUES:None. ALTERNATIVES:Approve with corrections. FISCAL EFFECTS:None. Attachments: 072125 CDB Minutes.pdf Report compiled on: August 5, 2025 3 Bozeman Community Development Board Meeting Minutes, July 5, 2025 Page 1 of 3 THE COMMUNITY DEVELOPMENT BOARD MEETING OF BOZEMAN, MONTANA MINUTES JULY 21, 2025 Present: Jennifer Madgic, Ben Lloyd, Hap Happel, Chris Egnatz, Jason Delmue Absent: None Excused: Nicole Olmstead, Mark Egge 00:02:17 General information about the Community Development Board is available in our Laserfiche repository. A) 00:03:58 Call to Order - 6:00 pm B) 00:04:37 Disclosures C) 00:04:41 Changes to the Agenda 00:03:21 FYI items are to be discussed in the order of J.3, J.2, and J.1. D) 00:05:15 Public Service Announcements E) 00:05:20 Approval of Minutes E.1 00:05:23 Approval of Minutes 070725 CDB Minutes.pdf 00:05:26 Motion to approve Jason Delmue: Motion Chris Egnatz: 2nd 00:05:36 Vote on the Motion to approve The Motion carried 5 - 0. Approve: Jennifer Madgic 4 Bozeman Community Development Board Meeting Minutes, July 5, 2025 Page 2 of 3 Ben Lloyd Hap Happel Chris Egnatz Jason Delmue Disapprove: None F) 00:05:51 Consent Items F.1 00:06:01 Gran Cielo Block 4 Subsequent Minor Subdivision Preliminary Plat application to further subdivide 5 lots in Block 4 of Gran Cielo Subdivision into a 7 lot subdivision for residential single household uses. The subject property is zoned R-3 (Residential Medium Density District) and contains 0.69 acres of buildable lots. Generally located Northeast of the corner of Cielo Way and South 31st Avenue. Application 25157 (Quasi-Judicial) 25157 Staff Report.pdf 00:06:41 Motion to approve Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 25157 and move for the Community Development Board in its capacity as the Planning Board to recommend approval of the subdivision with conditions and subject to all applicable code provisions. Hap Happel: Motion Jennifer Madgic: 2nd 00:07:24 Vote on the Motion to approve Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 25157 and move for the Community Development Board in its capacity as the Planning Board to recommend approval of the subdivision with conditions and subject to all applicable code provisions. The Motion carried 5 - 0. Approve: Jennifer Madgic Ben Lloyd Hap Happel Chris Egnatz Jason Delmue Disapprove: None G) 00:05:55 Special Presentations 5 Bozeman Community Development Board Meeting Minutes, July 5, 2025 Page 3 of 3 I) 00:07:55 Public Comments on Non-agenda Items Falling within the Purview and Jurisdiction of the Board 00:07:55 Anja Lincke provides public comment. H) 00:11:02 Action Items J) 00:11:06 FYI/Discussions J.3 00:11:09 Continued Discussion of Unified Development Code Update Regarding Zoning Districts and Uses Within Zoning Districts 00:11:19 Community Development Manager Chris Saunders presents to the board with discussion. J.2 01:09:14 Bozeman Community Plan Technical Compliance Update Engagement Plan J.1 01:20:39 Upcoming Items for the Aug 4, 2025, Community Development Board Meeting K) 01:25:55 Adjournment This board generally meets the first and third Monday of the month from 6:00 pm to 8:00 pm. 6 Memorandum REPORT TO:Community Development Board FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Director of Community Development SUBJECT:Annexation and Zone Map Amendment Requesting Annexation and the Establishment of an Initial Zoning Designation of R-1 on 0.903 Acres, the 1727 Kenyon Drive Annexation, Application 25051 MEETING DATE:August 11, 2025 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 25051 and move to recommend approval of the 1727 Kenyon Drive Zone Map Amendment, with contingencies required to complete the application processing. STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning, ranging from building design to neighborhood layouts, while pursuing urban approaches to issues such as multimodal transportation, infill, density, connected trails and parks, and walkable neighborhoods. BACKGROUND:The applicant, Constructive Solutions, and property owner, Mr. Stanley, seek to annex a portion of an existing parcel into the City limits and establish initial zoning of R-1, Low Density Residential, for the purpose of constructing an additional dwelling unit on the newly annexed part of the property. The property is currently zoned R-S, Residential Suburban, in the Gallatin County Bozeman Area Zoning district. There are no structures on the property to be annexed. Annexed property adjacent are zoned R-1 and other un-annexed properties are also zoned R-S in the County, including a portion of the Burk Park (Peets Hill). The Bozeman Community Plan 2020 (BCP2020) designates this and the surrounding property as Urban Residential on the Future Land Use Map. The R-1 district is an implementing district of this land use classification. UNRESOLVED ISSUES:There are no identified conflicts on this application. ALTERNATIVES:1. Approve the application with contingencies as presented; 2. Approve the application with modifications to the recommended 7 zoning; 3. Deny the application based on findings of non-compliance with the applicable criteria contained within the staff report; or 4. Open and continue the public hearing, with specific direction to staff or the applicant to supply additional information or to address specific items. FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Attachments: 25051 1727 Kenyon Drive ANNEX - ZMA CDB SR.pdf Report compiled on: July 31, 2025 8 Page 1 of 31 25051 Staff Report for the 1727 Kenyon Drive Annexation & ZMA Public Hearings: Community Development Board (map amendment only) August 4, 2025, continued to August 11, 2025 City Commission (Annexation and map amendment) August 12, 2025 Project Description: Annexation of 0.903 acres and amendment of the City Zoning Map for the establishment of a zoning designation of R-1 (Residential Low Density). Project Location: Property is addressed as 1727 Kenyon Drive and more particularly described as being a portion of Lot C, Aldworth’s Rearrangement (Plat J-287), located in the East Half of the Southeast One-Quarter SE ¼) of Section 18, Township Two South (T2S), Range Five East (R5E), P.M.M., Gallatin County, Montana. Recommendation: Meets standards for approval with contingencies. Zoning Commission Motion: Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 25051 and move to recommend approval of the Kenyon Drive Zone Map Amendment, with contingencies required to complete the application processing. Recommended Annexation Motion: Having reviewed and considered the staff report, application materials, public comment, and all information presented, I hereby adopt the findings presented in the staff report for application 25051 and move to approve the Kenyon Drive Annexation with recommended terms of annexation, and direct staff to prepare an annexation agreement for signature by the parties. Recommended Zoning Motion: Having reviewed and considered the staff report, application materials, public comment, recommendation of the Zoning Commission, and all information presented, I hereby adopt the findings presented in the staff report for application 25051 and move to approve the Kenyon Drive Zone Map Amendment, with contingencies required to complete the application processing. Report: July 31, 2025 Staff Contact: Tom Rogers, Senior Planner Agenda Item Type: Action – Legislative 9 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 2 of 31 EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. This report addresses both the zoning amendment for Community Development Board acting in their capacity as the Zoning Commission, as well as the annexation and the zoning amendment for the City Commission. The application materials are available on the City’s website in the laserfiche archive. Unresolved Issues There are no identified conflicts between the City and application regarding the annexation or zoning. Project Summary The applicant, Constructive Solutions, and property owner, Mr. Stanley, seek to annex a portion of an existing parcel into the City limits and establish initial zoning of R-1, Low Density Residential, for the purpose of constructing an additional dwelling unit on the newly annexed part of the property. The property is currently zoned R-S, Residential Suburban, in the Gallatin County Bozeman Area Zoning district. There are no structures on the property to be annexed. Annexed properties adjacent are zoned R-1 and other un-annexed properties are also zoned R-S in the County, including a portion of the Burke Park (Peets Hill). The Bozeman Community Plan 2020 (BCP2020) designates this and the surrounding property as Urban Residential on the Future Land Use Map. The R-1 district is an implementing district of this land use classification. In determining whether the criteria applicable to this application are met, Staff considers the entire body of plans and regulations for land development. Standards which prevent or mitigate possible negative impacts are incorporated in many locations in the municipal code but are principally in Chapter 38, Unified Development Code. References in the text of this report to Articles, Divisions, or in the form XX.XXX.XXX are to the Bozeman Municipal Code. Community Development Board (Zoning Commission) Summary The Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on August 4, 2025, continued to August 11, 2025, and will forward a recommendation on the application to the City Commission. No public comment has been received on this application. 10 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 3 of 31 Alternatives 1. Approve the application with contingencies as presented; 2. Approve the application with modifications to the recommended zoning; 3. Deny the application based on findings of non-compliance with the applicable criteria contained within the staff report; or 4. Open and continue the public hearing, with specific direction to staff or the applicant to supply additional information or to address specific items. 11 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 4 of 31 TABLE OF CONTENTS EXECUTIVE SUMMARY ............................................................................................................ 2 Unresolved Issues ............................................................................................................. 2 Project Summary ............................................................................................................... 2 Community Development Board (Zoning Commission) Summary .............................. 2 Alternatives ........................................................................................................................ 3 SECTION 1 - MAP SERIES........................................................................................................ 5 SECTION 2 - RECOMMENDED TERMS OF ANNEXATION .................................................... 8 SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT ............ 10 SECTION 4 – ADVISORY COMMENTS .................................................................................. 10 SECTION 5 - RECOMMENDATION AND FUTURE ACTIONS............................................... 11 Annexation ....................................................................................................................... 11 Zone Map Amendment ................................................................................................... 11 SECTION 6 - ANNEXATION STAFF ANALYSIS AND FINDINGS .......................................... 12 SECTION 7 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ....................... 19 PROTEST NOTICE FOR ZONING AMENDMENTS ................................................................ 29 APPENDIX A - NOTICING AND PUBLIC COMMENT ............................................................ 30 APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ............................ 30 APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ...................................... 31 FISCAL EFFECTS .................................................................................................................... 31 ATTACHMENTS ...................................................................................................................... 31 12 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 5 of 31 SECTION 1 - MAP SERIES Project Vicinity Map 13 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 6 of 31 Zoning Map 14 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 7 of 31 Future Land Use Map 15 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 8 of 31 Annexation Detail SECTION 2 - RECOMMENDED TERMS OF ANNEXATION The following terms of annexation are recommended to enable the application to comply with the City’s Annexation Policy and the requirements of state law for the provision of services. Recommended terms of annexation: 1. The documents and exhibits to formally annex the subject property must be identified as the “1727 Kenyon Drive Annexation”. 16 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 9 of 31 2. An Annexation Map, titled “1727 Kenyon Drive Annexation Map” with a legal description of the property and any adjoining un-annexed rights-of-way and/or street access easements must be submitted by the applicant for use with the Annexation Agreement. The map must be supplied as a PDF for filing with the Annexation Agreement at the County Clerk & Recorder, and a digital copy for the City Engineer’s Office. This map must be acceptable to the Director of Transportation and Engineering and must be submitted with the signed Annexation Agreement. 3. The applicant must execute all contingencies and terms of said Annexation Agreement with the City of Bozeman within 60 days of the distribution of the annexation agreement from the City to the applicant or annexation approval shall be null and void. 4. The landowners and their successors must pay all fire, street, water and sewer impact fees at the time of connection; and for future development, as required by Chapter 2, Bozeman Municipal Code, or as amended at the time of application for any permit listed therein. 5. If they do not already exist, the applicant must provide executed Waivers of Right to Protest Creation of Special Improvement Districts (SID’s) for the following: a) Street improvements to Kenyon Drive between Josephine and O’Connell Drive, including lighting, signalization, paving, curb/gutter, sidewalk, and storm drainage. b) Intersection improvements at Church Street/Sourdough Road and West Kagy Boulevard, including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. c) Intersection improvements at Highland Boulevard and West Kagy Boulevard, including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. The applicant may obtain a copy of the template SID waiver from the City Engineering Department. The document filed must specify that in the event an SID is not utilized for the completion of these improvements, the applicant agrees to participate in an alternate financing method for the completion of said improvements on a fair share, proportionate basis as determined by square footage of property, taxable valuation of the property, traffic contribution from the development, or a combination thereof. The SID waiver will be included with the annexation agreement and filed with the County Clerk and Recorder at annexation. 6. The Annexation Agreement must include notice that the applicant must connect to municipal services and will be responsible for installing any facilities required to provide full municipal services to the property in accordance with city policy at the time of connection. 17 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 10 of 31 7. The applicant must contact the City Engineering Department to obtain an analysis of cash-in-lieu of water rights for the proposed annexation. The determined amount must be paid prior to annexation. 8. A legal instrument, signed by the property owner, must be filed in the Office of the Gallatin County Clerk and Recorder concurrently with the annexation agreement stating that the subject property may not be sold or transferred separately from the parent parcel without prior written approval of the City. The City will prepare the instrument for final signing and recordation with the Gallatin County Clerk and Recorder Office. SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT Please note that these contingencies are necessary for the City to complete the process of the proposed amendment. These contingencies only apply if the related annexation request has previously been approved. Recommended Contingencies of Approval: 1. The Ordinance for the Zone Map Amendment must not be approved until the Annexation Agreement is signed by the applicant and formally approved by the City Commission. If the Annexation Agreement is not approved, the Zone Map Amendment application is null and void. 2. All documents and exhibits necessary to establish an initial municipal zoning designation must be identified as the “1727 Kenyon Drive Zone Map Amendment”. 3. The applicant must submit a zone amendment map, titled “1727 Kenyon Drive Zone Map Amendment”, as PDF and a digital copy of the area to be zoned, acceptable to the Director of Public Utilities, which will be utilized in the preparation of the Ordinance to officially amend the City of Bozeman Zoning Map. The map must contain a metes and bounds legal description of the perimeter of the subject properties, zoning district, and total acreage of the property. 4. The Ordinance for the Zone Map Amendment shall not be drafted until the applicant provides an editable metes and bounds legal description prepared by a licensed Montana surveyor. SECTION 4 – ADVISORY COMMENTS 1. Future Impact Fees - Please note that future building permit applications will require payment of the required transportation, water, sewer and fire impact fees according 18 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 11 of 31 to the City of Bozeman adopted impact fee schedule in place at the time of building permit issuance. If you desire an estimate of the required impact fees according to current rates, please contact the Department of Community Development and/or visit www.bozeman.net. SECTION 5 - RECOMMENDATION AND FUTURE ACTIONS Annexation Having considered the criteria established for an annexation, the Development Review Committee (DRC) did not find any deficiencies that prohibit annexation at this time that could not be addressed through future development review processes and adopted City Codes. The City Commission will hold a public meeting on the annexation on August 12, 2025. The meeting will begin at 6 p.m. Zone Map Amendment Having considered the criteria established for a zone map amendment, the Staff found the requested zoning meets standards for approval as submitted. The Zone Map Amendment (ZMA) is in conjunction with an annexation request. Staff’s recommendation and staff responses are predicated on approval of the annexation, application 25051. The Development Review Committee (DRC) considered the amendment. The DRC did not identify any infrastructure or regulatory constraints that would impede the approval of the application that cannot be addressed with adopted standards and requirements for future development. The Community Development Board acting in their capacity as the Zoning Commission will hold a public hearing on this zone map amendment on August 4, 2025, continued to August 11, 2025, and will forward a recommendation to the City Commission on the zone map amendment. The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana. The City Commission will hold a public meeting on the zone map amendment on August 12, 2025. The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana. The City Commission will conduct a public hearing on the proposed Zone Map Amendment application. 19 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 12 of 31 SECTION 6 - ANNEXATION STAFF ANALYSIS AND FINDINGS In considering applications for approval of the requested annexation, the advisory boards and City Commission shall consider the following: Commission Resolution No. 5076 Criteria In evaluating compliance with the following Goals and Policies, Staff considers the application materials, Terms of Annexation, and adopted standards of the City to determine whether the Goal or Policy can be met. Commission Resolution No. 5076 Goals Goal 1: The City of Bozeman encourages annexations of land contiguous to the City. This criterion is met. The property in question is contiguous to the City limits. The property is bounded on the south and east sides by City limits. Goal 2: The City encourages all areas that are totally surrounded by the City to annex. The subject property is wholly surrounded although part of a larger inholding within city limits. Goal 3: The City encourages all properties currently contracting with the City for City services such as water, sanitary sewer, and/or fire protection to annex. Not applicable. The subject property is not currently contracting for services. Goal 4: The City of Bozeman requires annexation of all land proposed for development lying within the existing and planned service area of the municipal water and sewer systems as depicted in their respective facility plans, any land proposed for development that proposes to utilize municipal water or sewer systems. This criterion is met. The subject property lies within the planned service area of the municipal water and sewer services. Existing sewer and systems are installed in the adjacent street right-of-way. As noted above, the area in question is an inholding with nearby properties currently being served by full City services included emergency services, and streets. 20 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 13 of 31 Goal 5: The City encourages annexations within the urban area identified on the future land use map in the current Bozeman Growth Policy. This criterion is met. As shown in Section 1, the subject property is planned as Urban Neighborhood and is within the urban area of the growth policy. See the discussion under Criterion A of Section 7 of the report for more information on the growth policy. Goal 6: The City of Bozeman encourages annexations to make the City boundaries more regular rather than creating irregular extensions which leave unannexed gaps between annexed areas or islands of annexed or unannexed land. This criterion is met. The subject property is one of several inholdings wholly surrounded by City Limits. The annexed area will reduce the inholding and incrementally decrease the irregularity. Goal 7: The City of Bozeman encourages annexations which will enhance the existing traffic circulation system or provide for circulation systems that do not exist at the present time. Neutral. The subject property will not measurably improve the traffic circulation system. If the proposed second home on the property is constructed, it will gain access to the street network by a driveway from O’Connell Drive. No additional right-of-way is dedicated or required for the annexation or any possible development onsite. Goal 8: The City prefers annexation of parcels of land larger than five (5) acres in size, but will allow annexation of smaller parcels if factors such as topographic limitations, sanitary disposal needs, fire access, maintenance of public facilities, etc., justify a smaller annexation. The subject property is 0.907 acres. The area to be annexed is a part of another privately held parcel. The annexation allows an additional residential unit not otherwise possible. The property is steeply sloped with limited access options. Goal 9: The City seeks to obtain water rights adequate for future development of the property with annexation. This criterion is met. After annexation, the subject property will be bound to the provisions of 38.410.130 which require evaluation of water adequacy and provision of water if needed at time of development. The municipal code section requires water rights or an equivalent to be provided. Exact timing and amounts will be evaluated during development review. There are several methods to address the requirements of 38.410.130. The annexation agreement will provide notice of this requirement, see Term of Annexation 7. The landowner will consent to this requirement by signature on the annexation agreement. 21 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 14 of 31 Goal 10: The City of Bozeman encourages annexations for City provision of clean treated water and sanitary sewer. This criterion is met. The subject property is located within the City’s planned water and sewer service area. See Goal 4 above. The applicant proposes zoning for future development of homes. There is an existing home on the property which uses city water and sewer. Any new construction must connect with initial construction to the municipal system. The City’s water and sewer systems are adjacent to the property. Per Term of Annexation 6, the Annexation Agreement required to finalize the requested annexation will require the applicant to design extensions of services to meet the City’s adopted infrastructure standards. These include provisions for minimum water pressure and volumes, adequate sewer flows by volume, gravity flow of sewers, and other standards necessary to protect public health and safety and ensure functional utilities. Resolution No. 5076 Policies Policy 1: Annexations must include dedication of all easements for rights-of- way for collector and arterial streets, adjacent local streets, public water, sanitary sewer, or storm or sewer mains, and Class I public trails not within the right of way for arterial or collector streets. Annexations must also include waivers of right to protest the creation of special or improvement districts necessary to provide the essential services for future development of the City. This policy is met. There are no collector, arterial, adjacent local streets, public water, sanitary sewer, storm or sewer mains, or Class I public trails not within the right of way for arterial or collector streets adjacent to the property requiring additional easements. Waivers of right to protest special improvement districts are included in Term of Annexation 5 for streets affected by the future development of the property. Policy 2: Issues pertaining to master planning and zoning must be addressed prior to or in conjunction with the application for annexation. This policy is met. The subject property is planned for Urban Residential. No change to the growth policy is required. The application includes a request for initial zoning of R-1. See the zone map amendment section of this report for analysis of the zone map amendment criteria Policy 3: The application for annexation must be in conformance with the current Bozeman Growth Policy. If a Growth Policy Amendment is necessary to accommodate anticipated uses, the amendment process must be initiated by the 22 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 15 of 31 property owner and completed prior to any action for approval of the application for annexation. This policy is met. The property is designated “Urban Residential” on the future land use map. No growth policy amendment is required. See discussion under zone map amendment Criterion A. Policy 4: Initial zoning classification of the property to be annexed will be determined by the City Commission, in compliance with the Bozeman Growth Policy and upon a recommendation of the City Zoning Commission, simultaneously with review of the annexation petition. This policy is met. The property proposed for annexation requests a zoning designation of R-1. See the zone map amendment section of this report for review of the zoning criteria. The Zoning Commission will hold a public hearing on August 11, 2025. A recommendation will be forwarded to the City Commission once the hearing is complete. Note: The annexation and the placement of a zoning district designation on the property by the City does not guarantee available services or approval of a specific development. Section 38.300.020.C of the Unified Development Code states: “Placement of any given zoning district on an area depicted on the zoning map indicates a judgment on the part of the city that the range of uses allowed within that district are generally acceptable in that location. It is not a guarantee of approval for any given use prior to the completion of the appropriate review procedure and compliance with all applicable requirements and development standards of this chapter and other applicable policies, laws and ordinances. It is also not a guarantee of immediate infrastructure availability or a commitment on the part of the city to bear the cost of extending services.” Policy 5: The applicant must indicate their preferred zoning classification as part of the annexation petition. This policy is met. The applicant has requested R-1, Low Density Residential District. See Section 7 of this report for analysis of the requested zoning. Policy 6: Fees for annexation processing will be established by the City Commission. This policy is met. Applicant has paid required application fees. Policy 7: It is the policy of the City that annexations will not be approved where unpaved county roads will be the most commonly used route to gain access to the 23 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 16 of 31 property unless the landowner proposes a method to provide for construction of the road to the City’s street standards. This policy is met. The property proposed for annexation is accessed from O’Connell Drive, a local Street, which is paved to the edge of an adjacent property. The property owner is required to secure public access to the property prior to construction of any residential buildings. Policy 8: Prior to annexation of property, the City will require the property owner to acquire adequate and usable water rights, or an appropriate fee in lieu thereof, in accordance with Section 38.410.130 of the municipal code, as amended. This policy is met. The property owner shall provide usable water rights, or cash in-lieu of water rights thereof, in an amount to be determined by the Director of Public Utilities, as outlined by Section 38.410.130 of the municipal code. The calculated amount will be determined by the Director of Public Utilities and based on the zoning designation approved by the City Commission. This will be addressed with the annexation agreement. Policy 9: Infrastructure and emergency services for an area proposed for annexation will be reviewed for the health, safety and welfare of the public and conformance with the City’s adopted facility plans. If the City determines adequate services cannot be provided to ensure public health, safety and welfare, the City may require the property owner to provide a written plan for accommodation of these services, or the City may reject the petition for annexation. Additionally, the parcel to be annexed may only be provided sanitary sewer service via the applicable drainage basin defined in the City Wastewater Collection Facilities Plan. This policy is met. City infrastructure and emergency services are available to the subject property. A water main is in Kenyon Drive in front of the primary house. A sewer main is trenched in the read yard of the primary house and just upslope from the parcel being annexed. The property is located adjacent to residential development that is currently served by Bozeman Fire Department. Recommended Term of Annexation 6 includes the provision that the applicant will be responsible for installing facilities required to provide full municipal services to the property in accordance with city policy at the time of connection. 24 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 17 of 31 Policy 10: The City may require annexation of any contiguous property for which city services are requested or for which city services are currently being provided. In addition, any person, firm, or corporation receiving water or sewer service outside of the City limits is required as a condition of initiating or continuing such service, to consent to annexation of the property serviced by the City. The City Manager may enter into an agreement with a property owner for connection to the City’s sanitary sewer or water system in an emergency conditioned upon the submittal by the property owner of a petition for annexation and filing of a notice of consent to annexation with the Gallatin County Clerk and Recorder’s Office. The contract for connection to city sewer and/or water must require the property owner to annex or consent to disconnection of the services. Connection for purposes of obtaining City sewer services in an emergency requires, when feasible as determined by the City, the connection to City water services. The property is not currently provided City services. No emergency connection is requested. City services will be required to be provided concurrent with future development. Terms of Annexation 6 address connection to services. Policy 11: The annexation application shall be accompanied by mapping to meet the requirements of the Director of Public Works. Where an area to be annexed can be entirely described by reference to a certificate of survey or subdivision plat on file with the Gallatin County Clerk and Recorder the mapping may be waived by the Director of Public Works. Mapping to meet the requirements of the Director of Director of Transportation and Engineering must be provided with the Annexation Agreement. Typically, this includes a Portable Document File (PDF) for filing with the Annexation Agreement at the County Clerk & Recorder, an electronic map with a metes and bounds description for the property to be annexed for the City Engineer’s Office, and must be submitted with the signed Annexation Agreement. Mapping requirements are addressed in Recommended Term of Annexation 2. Policy 12: The City will assess system development/ impact fees in accordance with Montana law and Chapter 2, Article 6, Division 9, Bozeman Municipal Code. This annexation does not require immediate payment of fees. The annexation agreement will provide notice of obligations to pay impact fees at times as required in ordinance. See Term of Annexation 4. Policy 13: Public notice requirements: Notice for annexation of property must be coordinated with the required notice for the zone map amendment required 25 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 18 of 31 with all annexation. The zone map amendment notice must contain the materials required by 38.220.410, BMC. Notices of the public hearing have been mailed, published in the Bozeman Daily Chronicle, and posted on the site as set forth under this policy. See Appendix A for more details. Policy 14: Annexation agreements must be executed and returned to the City within 60 days of distribution of the annexation agreement by the City, unless another time is specifically identified by the City Commission. This policy will be implemented only if the Commission acts to grant preliminary approval. If the application is denied, then no annexation agreement will be necessary. Policy 15: When possible, the use of Part 46 annexations is preferred. This annexation is being processed under Part 46 provisions. Policy 16: Where a road improvement district has been created, the annexation does not repeal the creation of the district. The City will not assume operations of the district until the entirety of the district has been annexed. Any funds held in trust for the district will be used to benefit the district after transfer to the City. Inclusion within a district does not lessen the obligation to participate in general city programs that address the same subject. No road improvement district is associated with this application. Policy 17: The City will notify the Gallatin County Planning Department and Fire District providing service to the area of applications for annexation. The necessary agencies were notified and provided copies of the annexation. Policy 18: The City will require connection to and use of all City services upon development of annexed properties. The City may establish a fixed time frame for connection to municipal utilities. Upon development, unless otherwise approved by the City, septic systems must be properly abandoned and the development connected to the City sanitary sewer system. Upon development, unless otherwise approved by the City, water wells on the subject property may be used for irrigation, but any potable uses must be supplied from the City water distribution system and any wells disconnected from structures. The property owner must contact the City Water and Sewer Superintendent to verify disconnects of wells and septic systems. No individual septic or water systems are present. The existing home is on property annexed into the city and utilizes city water and sewer service. Future development will 26 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 19 of 31 be required to connect to city services. A term of annexation requires connection to municipal water and sewer implements this policy. Terms of Annexation 6 address this issue. SECTION 7 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS In considering applications for approval under this title, the advisory boards and City Commission must consider the following criteria (letters A-K). As an amendment is a legislative action, the Commission has discretion to determine a policy direction. The burden of proof that the application should be approved lies with the Applicant. See the application materials for the Applicant’s response to the criteria A zone map amendment must be in accordance with the growth policy (criteria A) and be designed to secure safety from fire and other dangers (criteria B), promote public health, public safety, and general welfare (criteria C), and facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements (criteria D). Therefore, to approve a zone map amendment the Commission must find Criteria A- D are met. In addition, the Commission must also consider criteria E-K and may find the zone map amendment to be positive, neutral, or negative with regards to these criteria. To approve the zone map amendment, the Commission must find the positive outcomes of the amendment outweigh negative outcomes for criteria E-K. In determining whether the criteria are met, Staff considers the entire body of regulations for land development. Standards which prevent or mitigated negative impacts are incorporated throughout the entire municipal code but are principally in Chapter 38, Unified Development Code. Section 76-2-304, MCA (Zoning) Criteria A. Be in accordance with a growth policy. Criterion Met. The BCP 2020, Chapter 5, p. 73, in the section titled Review Criteria for Zoning Amendments and Their Application, discusses how the various criteria in 76-2- 304 MCA are applied locally. Application of the criteria varies depending on whether an amendment is for the zoning map or for the text of Chapter 38, BMC. The first criterion for a zoning amendment is accordance with a growth policy. 27 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 20 of 31 Future Land Use Map The proposed amendment is a change to the zoning map. Therefore, it is necessary to analyze compliance with the future land use map. Chapter 3 of the BCP 2020 addresses the future land use map. The introduction to that chapter discusses the importance of the chapter. Following are some excerpts. “Future land use is the community’s fundamental building block. It is an illustration of the City’s desired outcome to accommodate the complex and diverse needs of its residents.” “The land use map sets generalized expectations for what goes where in the community. Each category has its own descriptions. Understanding the future land use map is not possible without understanding the category descriptions.” The area of this application has been within in the anticipated growth area of the City. As shown on the maps in Section 1, on the excerpt of the current future land use map, the property is designated as Urban Neighborhood. The Urban Neighborhood designation description reads: “This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity 28 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 21 of 31 centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car.” The correlation between the future land use map of the growth policy and the zoning districts is presented in Table 4 of the Bozeman Community Plan 2020. As shown in the following Correlation with Zoning Table, the R-1 district is an implementing district of the Urban Neighborhood category. Goals and Policies A zoning amendment is also evaluated against the goals and policies of the BCP 2020. Most of the goals and policies are not applicable to this application. Relevant goals and objectives have been identified by the applicant and staff. Conflict with the text of the growth policy has not been identified. The Applicant lists several goals and policies used to evaluate map amendments starting on page 1 of the Applicant Submittal Annexation Narrative and notes that the R-1 zone is an implementing district for the Urban Neighborhood future land use designation. Additional analysis is needed to overcome the burden of proof to adopt the proposed zoning designation. The R-1 zone is the least intense district correctly available for initial zoning and is lower than most recent requests. While the city, as a general policy, encourages gradual increase of intensity even in established residential areas, this location is uniquely suited for a lower intensity zone. The first is limited accessibility. Due to prior decisions outside the city control the area was haphazardly subdivided creating inholdings with little or no access to the street network. In this case the City Engineering team devised a unique access solution to allow the construction of a residential structure and use an access from the termination point of upper O’Connell Road that was for all intents and purpose, a alley connecting future development to the transportation system. This is permissible in city code because the area to be annexed is a part of the parent tract hosting the exiting house. In other words, with sufficient area property owners are allowed to construct as many homes as the minimum area per dwelling unit and other applicable standards permit. 29 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 22 of 31 Secondly, slope. The property is topographically challenged. Measuring slope in two locations illustrates the issue. Taking measurements on the northern part of the property shows a run of 45 feet and an elevation loss of 26 feet which is a slope of 30 degrees. Measuring the widest part of the property has a slope of 11.5 degrees. The area with less slope is proposed for the building location. Also, as noted above, the area to be annexed is constrained by historical development patterns which limits access. Addressing stormwater, parking, residential open space, and other city standards would limit development on the property. Finally, the existing neighborhood is nearly fully built out after the original subdivision completed in 1961. The area is zoned R-1. Graff’s First Addition totaled 18.1 acres with 39 lots. Area analysis was not required in 1961, assuming approximately 25 percent of the area was dedicated as streets, density is calculated at 2.9 units per acre, well below modern expectations. With this context in mind staff provides additional findings in support of the proposed zoning designation. RC-3.3 Prioritize annexations that enable the incremental expansion of the City and its utilities. Comment: The annexation request incrementally expands the city boundary and allows current and future development to utilize city utilities. Further, unannexed inholdings use city streets without financially supporting their use. RC-3.4 Encourage annexation of land adjacent to the City prior to development and encourage annexation of wholly Wastewater Collection Facilities surrounded areas. Comment: The subject property is adjacent to the city and wholly within the city’s service area for wastewater collection and water distribution. Annexation allows the property access to city services including wastewater collection. As noted in the terms of annexation, when the property connects to city services the existing septic system will be required to be disconnected and abandoned. Theme 5 | Influenced by regional cooperation and defined edges - Explore the annexation of inholdings to promote efficiency of services The Zone Map Amendment is proposed in association with an Annexation. The subject property is located directly adjacent to land already in the City of Bozeman. This application would reduce the size of the island of unannexed parcels that are surrounded by Annexed land and will result in a regular- shaped City boundary. Furthermore, the property is located within the urban services boundary and can be serviced with utilities. 30 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 23 of 31 Goal DCD-1: Support urban development within the City. Comment: The annexation will allow an area previously undevelopable to be developed, even at a lower density than generally found in the city. The property is wholly surrounded by the City. The property owner is seeking annexation and municipal zoning for the purpose of maintaining the use and intensity of the site. The application is in accordance with the growth policy. B. Secure safety from fire and other dangers. Criterion Met. The existing home is being served by city emergency services while the back half of the lot is served by Hyalite Rural Fire District. The annexation will allow harmonization of emergency services. Any renovations, expansions, or removal and replacement must meet the development standards of the City and, in some cases, might require retrofitting to ensure the building is safe for occupants and neighboring properties. The 2017 Fire and EMS Master Plan shows this property within the acceptable response reach of the Fire Department. Fire protection water supply will be provided by the City of Bozeman water system. The property is not within any delineated floodplain. Upon annexation the subject property will be provided with City emergency services including police, fire and ambulance. The initial zoning of R-1 is not likely to adversely impact safety from fire and other dangers. The property will be required to conform to all City of Bozeman public safety, building and land use requirements. The City provides emergency services to adjacent properties and there will be no difficulty extending service to this parcel C. Promote public health, public safety, and general welfare. Criterion Met. The proposed zoning designation will promote general welfare by implementing the future land use map in the Bozeman Community Plan. Public health and safety will be positively affected as the proposed annexation will require any residential structures to connect to the city sewer system. As noted in criterion B, further development and redevelopment must be in accordance with modern building, access, stormwater, pedestrian circulation, ingress and egress to the site, and full connection to the greater transportation network for users ensuring the promotion of public health, safety and general welfare. Public health and safety will be positively affected by requiring new and redevelopment to connect to municipal sanitary sewer and water systems, which will prevent groundwater pollution and depletion by wells and septic systems. 31 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 24 of 31 D. Facilitate the provision of transportation, water, sewerage, schools, parks and other public requirements. Criterion Met. The BCP 2020, page 74, says regarding evaluation of Criteria B – D for zoning amendments: “For a map amendment, all three of the above elements are addressed primarily by the City’s long range facility Plans, the City’s capital improvements program, and development standards adopted by the City. The standards set minimum sizing and flow requirements, require dedication of parks, provision of right of way for people and vehicles, keep development out of floodplains, and other items to address public safety, etc. It is often difficult to assess these issues in detail on a specific site. For example, at the time of annexation, the final intensity of development is unknown, and it may be many years before development occurs and the impacts are experienced. The availability of other planning and development review tools must be considered when deciding the degree of assurance needed to apply an initial zoning at annexation.” The City conducts extensive planning for municipal transportation, water, sewer, parks, and other facilities and services provided by the City. The adopted plans allow the City to consider existing conditions and identify enhancements needed to provide additional service needed by new development. The City implements these plans through its capital improvements program that identifies individual projects, project construction scheduling, and financing of construction. Private development must demonstrate compliance with standards. The application site is located within the City’s land use, transportation, parks, and utility planning areas and those plans show this property as developing within the City when development is proposed. Adequacy of all these public requirements is evaluated during the subdivision and site development process. As stated in 38.300.020.C, the designation of a zoning district does not guarantee approval of new development until the City verifies the availability of needed infrastructure. All zoning districts in Bozeman enable a wide range of uses and intensities. At time of future subdivision or site plan review the need for individual services can be more precisely determined. No subdivision or site plan is approved without demonstration of adequate capacity. 38.300.020.C, “Placement of any given zoning district on an area depicted on the zoning map indicates a judgment on the part of the city that the range of uses allowed within that district are generally acceptable in that location. It is not a 32 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 25 of 31 guarantee of approval for any given use prior to the completion of the appropriate review procedure and compliance with all of the applicable requirements and development standards of this chapter and other applicable policies, laws and ordinances. It is also not a guarantee of immediate infrastructure availability or a commitment on the part of the city to bear the cost of extending services.” The development of public infrastructure improvements to serve the property will be required to conform to the City of Bozeman’s adopted standards, which require properties to construct public infrastructure and/or pay impact fees, assessments, and taxes to support transportation, water, sewer, school, parks, and other public requirements. City water and sewer lines are located adjacent to the property in the Kenyon Drive (water) and in the rear of the annexed portion of the lot (sewer) and the terms of annexation require the applicant to connect to municipal services and install any facilities required to provide full municipal services to the property. The property is accessed from Kenyon Drive (local street). Park dedication is not required at this time. However, if additional residential units are constructed on the site, then parkland dedication, improvements or cash-in-lieu, or a combination thereof may be required. Any future development of the property will be evaluated for additional required improvements during the plan review process. The street grid in this area is complete. Due to steep slopes the connection from O’Connell to Church Street / Sourdough Road has not been constructed. E. Reasonable provision of adequate light and air. Criterion Met. The R-1 zoning designation has requirements for setbacks, height, and lot coverage, which provide for the reasonable provision of adequate light and air. Any future development of the property will be required to conform to City standards for setbacks, height, lot coverage, and buffering. In addition to the zoning standards, adopted building codes contain more detailed requirements for air circulation, window placement, and building separation that further ensure the intent of this criterion is satisfied. F. The effect on motorized and non-motorized transportation systems. Criterion met. Potential development on the annexed area will have minimal impacts on the motorized and non-motorized transportation system. Due to environmental constraints and access, city codes and standards will limit the number of residential units built on the property. Further, the R-1 zoning, considering recently passed state laws, only permit minor increase in density. The existing transportation system is 33 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 26 of 31 underutilized and the additional transportation generated by development on site would not negatively impact the transportation system. No additional right-of-way is needed. However, a waiver for the creation of special improvement districts is required for Kenyon Drive, O’Connell Drive, and the intersections of Sourdough Road and Highland Boulevard and West Kagy Boulevard. See Annexation Term 5. The recommended terms of annexation and City’s development approval processes the waiver of the right to protect special improvement districts related to transportation, and construction of future roads are expected to sufficiently address impacted transportation systems because of the map amendment. On page 74-75 of the BCP 2020 in the discussion of application of the zoning criteria it says: “Development creates or funds many of the City’s local streets, intersection upgrades, and trails. Therefore, although a text or map amendment may allow more intense development than before, compliance with the adopted Plans and standards will provide adequate capacity to offset that increase.” As the zoning designation itself does not change traffic flow or transportation demand, and the compliance of future development with adopted standards will offset impacts from development. G. Promotion of compatible urban growth. Criterion Met. Individuals may have widely varying opinions about what constitutes compatibility. Compatible development and Compatible land use are defined in Article 38.7 BMC to establish a common reference for consideration of this criterion and application of development standards. They are defined as: “Compatible development. The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted growth policy. Elements of compatible development include, but are not limited to, variety of architectural design; rhythm of architectural elements; scale; intensity; materials; building siting; lot and building size; hours of operation; and integration with existing community systems including water and sewer services, natural elements in the area, motorized and non-motorized transportation, and open spaces and parks. Compatible development does not require uniformity or monotony of architectural or site design, density or use. 34 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 27 of 31 Compatible land use. A land use which may by virtue of the characteristics of its discernible outward effects exist in harmony with an adjoining land use of differing character. Effects often measured to determine compatibility include, but are not limited to, noise, odor, light and the presence of physical hazards such as combustible or explosive materials.” As noted in the definition of Compatible development, there are many elements that contributed to compatibility. The final sentence of the definition deserves emphasis “Compatible development does not require uniformity or monotony of architectural or site design, density or use.” Compatible development can be different than what is already in place. The City has adopted a variety of standards to implement compatibility. The proposed R-1 zone is the same as nearby properties within the municipal boundaries of the city. The property is 1.901 acres. Minimum lot size in the R-1 zone is 4,000 square feet; there is no maximum lot size. If there were no constraints onsite the simple calculation would allow up to 20 dwelling units to be constructed. However, steep slopes and the existing home size and location restrict the total number of possible homes on the property. The existing neighborhood is nearly fully built out after the original subdivision completed in 1961. Graff’s First Addition totaled 18.1 acres with 39 lots. Area analysis was not required in 1961, assuming approximately 25 percent of the area was dedicated as streets, density is calculated at 2.9 units per acre, well below modern expectations. If one additional dwelling unit is constructed on the property, the result would be one dwelling unit per acre. Considering environmental constraints, the existing neighborhood, access, staff finds the proposed R-1 zone is compatible urban growth. H. Character of the district. Criterion Met. Section 76-2-302, MCA says “…legislative body may divide the municipality into districts of the number, shape, and area as are considered best suited to carry out the purposes [promoting health, safety, morals, or the general welfare of the community] of this part.” Emphasis added. This proposal amends the zoning map and not the text. Therefore, no element of this amendment modifies the standards of any zoning district. The character of the districts as created by those standards remains intact. As noted above, the City Commission has latitude in considering the geographical extents of a zoning district. It is not expected that zoning freeze the character of an area in perpetuity. Rather, it provides a structured method to consider changes to the character. 35 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 28 of 31 The City has defined compatible development as: “The use of land and the construction and use of structures which is in harmony with adjoining development, existing neighborhoods, and the goals and objectives of the city's adopted growth policy. Elements of compatible development include, but are not limited to, variety of architectural design; rhythm of architectural elements; scale; intensity; materials; building siting; lot and building size; hours of operation; and integration with existing community systems including water and sewer services, natural elements in the area, motorized and non-motorized transportation, and open spaces and parks. Compatible development does not require uniformity or monotony of architectural or site design, density or use.” The City has adopted many standards to identify and avoid or mitigate demonstrable negative impacts of development. As with every application, staff considers the unique characteristics of each area, and the area considered may change depending on the scale of the area or the possible intensity of development allowed by the zoning district. Surrounding properties are generally low-density suburban style not generally seen in newer developments. This proposal creates an interesting conundrum. One on hand the R-1 zone tends not to fully realize desired density and provide housing for anticipated growth, even with the state mandated increase in density in all zones. On the other hand, the property cannot develop in the county due to environmental health rules and standards. Therefore, the additional of even one home is desirable although the result will likely be beyond the economic means of most Bozeman residents. The area is dominated by larger lot single household detached homes of considerable size. The one exception is the Highwood Estates condominium development up the road from the subject property which is a 13 two-attached rowhouses and one three-attached rowhouse development on a single lot. Therefore, staff concludes the R-1 zoning furthers the character of the district. I. Peculiar suitability for particular uses. Criterion Met. Page 14 of the Applicant Narrative states, “The new zoning addresses the affected area’s particular suitability for particular uses. The lot will comply with the authorized uses for the zoning. The surrounding area is predominantly single-family residential. In a future phase of this lot, a single-family residence will be proposed. The zoning is R-1, Residential Low Density District. The intent of a future phase with a single- family residence is to expand upon the low-density residences in this area.” 36 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 29 of 31 The Future Land Use Map shows the area as Urban Residential which the R-1 is an implementing district. The allowed uses for Bozeman’s R-1 district are set in Table 38.310.030.A, BMC. Staff concludes R-1 zone is suitable urban growth as called for in the growth policy. See also discussion for Criteria A & H. J. Conserving the value of buildings. Neutral. No change to the existing residential structure is required with annexation. The additional area annexed into the city will allow the potential for residential structure. As noted earlier in this report, there are site specific constraints that will limit the amount of development on the property. It is unlikely the construction of an additional residential unit on the property will negatively impact other properties in the area. Any future development on the property will be subject to standards in the R-1 zoning district which will ensure the conservation of adjacent building values including but not limited to standards set forth in the Unified Development Code for fire safety, setbacks, buffers and building heights, which will help alleviate any potential negative impacts to the values of adjacent buildings as a result of future development on the subject property. Therefore, this criterion is met. K. Encourage the most appropriate use of land throughout the jurisdictional area. Criterion Met. As discussed in Criteria A above, this property has been planned for residential uses. The proposed R-1 zoning designation will encourage the most appropriate use of land as the property is surrounded by lower density residential development, which is generally consistent with the intent of the BCP2020 goals and objectives. Furthermore, the proposed R-1 zoning designation is consistent with the Bozeman Community Plan’s future land use map designation of “Urban Residential.” PROTEST NOTICE FOR ZONING AMENDMENTS IN THE CASE OF WRITTEN PROTEST AGAINST SUCH CHANGES SIGNED BY THE OWNERS OF 25% OR MORE OF THE AREA OF THE LOTS WITHIN THE AMENDMENT AREA OR THOSE LOTS OR UNITS WITHIN 150 FEET FROM A LOT INCLUDED IN A PROPOSED CHANGE, THE AMENDMENT SHALL NOT BECOME EFFECTIVE EXCEPT BY THE FAVORABLE VOTE OF TWO- THIRDS OF THE PRESENT AND VOTING MEMBERS OF THE CITY COMMISSION. The City will accept written protests from property owners against the proposal described in this report until the close of the public hearing before the City Commission. Pursuant to 76-2-305, MCA, a protest may only be submitted by the 37 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 30 of 31 owner(s) of real property within the area affected by the proposal or by owner(s) of real property that lie within 150 feet of an area affected by the proposal. The protest must be in writing and must be signed by all owners of the real property. In addition, a sufficient protest must: (i) contain a description of the action protested sufficient to identify the action against which the protest is lodged; and (ii) contain a statement of the protestor's qualifications (including listing all owners of the property and the physical address), to protest the action against which the protest is lodged, including ownership of property affected by the action. Signers are encouraged to print their names after their signatures. A person may in writing withdraw a previously filed protest at any time prior to final action by the City Commission. Protests must be delivered to the Bozeman City Clerk, 121 North Rouse Avenue, PO Box 1230, Bozeman, MT 59771-1230. APPENDIX A - NOTICING AND PUBLIC COMMENT Notice was published in the Bozeman Daily Chronicle on June 21 and 28, 2025. The site was posted on site and notices mailed by the applicant as required by 38.220 and the required confirmation provided to the Planning Office. Notice was or will be provided at least 15 and not more than 45 days prior to any public hearing. No public comment has been received. APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING Adopted Growth Policy Designation: The property is designated as “Urban Neighborhood” in the Bozeman Community Plan 2020. 1. URBAN NEIGHBORHOOD. This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. Applying a zoning district to specific parcels sets the required and allowed density. Higher density residential areas are encouraged to be, but are not required or 38 Staff Report for the 1727 Kenyon Drive Annexation & ZMA, Application 25051 Page 31 of 31 restricted to, proximity to commercial mixed use areas to facilitate the provision of services and employment opportunities without requiring the use of a car. Proposed Zoning Designation and Land Uses: The applicant has requested zoning of R-1, “Residential Moderate Density” in association with the annexation of the property. According to Sec. 38.300.100(B) of the Unified Development Code, the intent of the R-1 residential low density district is to provide for primarily single-household residential development and related uses within the city at urban densities. These purposes are accomplished by: 1. Providing for a minimum lot size in developed areas consistent with the established development patterns while providing greater flexibility for clustering lots and housing types in newly developed areas. 2. Providing for such community facilities and services as will serve the area's residents while respecting the residential character and quality of the area. APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF Owner: Museum of the Rockies, 600 West Kagy Blvd., Bozeman, MT 597 Applicant: Intrinsik Architecture, 106 E Babcock, Suite 1A, Bozeman, MT 59715 Representative: Intrinsik Architecture, 106 E Babcock, Suite 1A, Bozeman, MT 59715 Report By: Tom Rogers, Senior Planner, Community Development Department FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. ATTACHMENTS The full application and file of record can be viewed at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. Application materials: https://weblink.bozeman.net/WebLink/Browse.aspx?id=299568&dbid=0&repo=BOZEMAN 39 Memorandum REPORT TO:Community Development Board FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Community Development Director SUBJECT:Continued Discussion of Unified Development Code Update Focusing on Environmental Consideration in Development Review MEETING DATE:August 11, 2025 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Discuss and determine whether to make a recommendation to the City Commission on general standards and scope of environmental considerations of development review applications. STRATEGIC PLAN:4.1 Informed Conversation on Growth: Continue developing an in-depth understanding of how Bozeman is growing and changing and proactively address change in a balanced and coordinated manner. BACKGROUND:Environmental considerations during development review are integral to the Unified Development Code (UDC). Process, requirements, and standards are imbedded throughout the code and are often related and dependent on one another. The purpose of the UDC is to regulate land use and development within the city while promoting public health, safety, and welfare as described in 38.100.040: "The intent of this unified development chapter is to protect the public health, safety and general welfare; to recognize and balance the various rights and responsibilities relating to land ownership, use, and development identified in the United States and State of Montana constitutions, and statutory and common law; to implement the city's adopted growth policy; and to meet the requirements of state law." The City has received public comments during the UDC project expressing concerns about the natural environment and development’s impact on watercourses, wetlands, trees, water supply, solar access, food production, and others. The Commission responded by expanding the scope of the UDC supplementary engagement in winter and spring 2024-2025 to provide a forum to discuss these concerns. Many of these topics are being addressed in more detail via separate projects such as the Wetlands Ordinance, the Integrated Water Resources 40 Plan and the Urban Forest Management Plan. More details on the other projects are referenced in the attached memo, as well as descriptions of how various environmental elements are addressed in the current and proposed UDC. The memo also explains the development review process and environmental submittal requirements for different types of applications. The purpose of this discussion is to expand on the process, requirements, and standards involved to maintain Bozeman's high quality of living and ensuring the long term health of our environment within the City limits. Staff will be present at the work session to walk through the information and answer questions. UNRESOLVED ISSUES:Determination of recommendation to City Commission ALTERNATIVES:As determined by the Board. FISCAL EFFECTS:No budgeted funds are expended with this discussion. Attachments: CDB August 11 2025 Natural Environment - 8-7-2025.pdf Report compiled on: August 6, 2025 41 Report To: Community Development Board From: Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Community Development Director Subject: Unified Development Code (UDC) Discussion – Natural Resources Meeting Dates: August 11, 2025 General Background Balancing the desire of incremental development and redevelopment with meeting the needs for housing for existing and relocating individuals, providing for employment, avoiding or mitigating impacts on the natural environment, meeting recreational needs, providing adequate transportation systems, and enabling services to meet needs, caries challenges. The Bozeman Community Plan 2020 (BCP2020) [External Link] includes seven themes. ▪ A resilient city ▪ A city of unique neighborhoods ▪ A city bolstered by downtown and complementary districts ▪ A city influenced by our natural environment, parks, and open lands ▪ A city that prioritizes accessibility and mobility choices ▪ A city powered by its creative, innovative, and entrepreneurial economy ▪ A city engaged in regional coordination The BCP2020 addresses the fundamental tensions of growth. Chapter One addresses “To Grow or Not to Grow” and “Does the City Have to Grow.” It also addresses implementation: “The City must balance many issues in approving urban development. Therefore, it is not unusual if there is some tension between competing priorities, even if there is no explicit contradiction of policy.” (p. 73) While the UDC includes several sections about the natural environment such as wetlands, watercourses and floodplains, the original UDC update project scope did not include updates to those sections. The UDC project scope as directed by Commission in 2022, focused on organization, Growth Policy implementation, housing access and choice, built environment, and State law compliance. Plans to address the natural environment were in place with subsequent process intended to build on the framework of the UDC update. These efforts deserve adequate time and focus, including specialized expertise from 42 Page 2 of 18 multiple Departments and in some cases consultants, so they have been identified as separate projects. With the UDC update continuing into 2025 many of the planned projects are in the works and (in the case of the wetlands ordinance) nearing completion. Some public comments during the UDC project have included concerns about the natural environment and development’s impact on watercourses, wetlands, trees, water supply, solar access, food production, and others. The Commission responded by expanding the scope of the UDC supplementary engagement in winter and spring 2024-2025 to provide a forum to discuss these concerns prior to the completion of these other efforts. Many of these separate projects are now underway or in the scoping process and are referenced in this memo. A few relevant projects are listed under the Current City Projects section of this memo listed just below. Current City Projects ▪ Wetlands Code Update. Public notice was published on July 26 and hearings are scheduled on August 18th with Community Development Board and City Commisison on September 9th. The effective date might be end of October depending on Commission action. The Wetland Code Update project focuses on ensuring documentation and thoughtful analysis of wetlands and watercourses, avoidance and minimization of impacts, the details of how to mitigate wetland impacts locally around Bozeman rather than far outside city limits, all with an emphasis on providing the greatest positive benefit to ecological resources. The project web site can be viewed here [External Web Link]. ▪ Integrated Water Resource Plan. This project will update the City of Bozeman's 2013 Integrated Water Resources Plan (IWRP), outlining alternatives to improve Bozeman's water supply resiliency and ensure an adequate supply for the future. The project web site can be viewed here [External Web Link]. ▪ Parks, Recreation and Active Transportation Plan Implementation. The PRAT plan was adopted on September 12, 2023. A project to implement the plan with necessary code amendments is in development by the Parks Dept and has not yet set a public outreach schedule. ▪ Urban Forest Management Plan. The Forestry Division of the Parks Department is kicking off an update to the City’s Urban Forest Management Plan in late summer 2025. This plan identifies the City’s publicly owned trees (within street rights-of-way and parks, for example), discusses benefits and characteristics of the urban forest and sets forth goals and recommendations for protection, health and maintenance. The current Urban Forest Management Plan was adopted in 2016 and can be viewed here [External Web Link]. 43 Page 3 of 18 ▪ Bozeman Landmark Project. The Bozeman Landmark Project centers on revising the existing historic preservation policy and crafting a local landmark program. The project is in its second phase focusing on amending section 38.340 of the UDC. This project is being managed by the City’s Historic Preservation Officer and a consultant. The project web site can be viewed here [External Web Link]. Completed Projects 2025 Stormwater Facilities Plan. The Commission adopted the 2025 Stormwater Facilities Plan on May 6, 2025. The Stormwater Facilities Plan is a master plan of the City’s stormwater collection system and administrative programs. The plan encompasses a wide scope of items ranging from storm sewer system modeling, evaluation of storm sewer system performance, identification of system deficiencies, development of a comprehensive capital improvement plan to address storm sewer system needs, MS4 General Permit compliance recommendations, inform levels of service, and funding. The goals of the 2025 Stormwater Facilities Plan are to provide the community with resources and tools to continue meeting the City’s Strategic Plan by fostering a well-planned City, promoting a sustainable environment, providing capital improvements for existing and new infrastructure, and ultimately helping guide public funds to the right project at the right time to maximize benefit at minimum cost. The Resolution to adopt cover memo with Plan attached can be reviewed here [External Web Link]. Bozeman Design and Construction Standards (BDCS). The BDCS document has been prepared to assist design engineers, architects, developers, contractors, or other interested individuals with the preparation of plans and specifications for public infrastructure improvements so that they will meet the requirements of the City of Bozeman (COB). The requirements specified in the BDCS have been established through the subdivision regulations, municipal code, or City policies. The goal of standardizing design and construction within the COB is to protect public health and safety and promote operational efficiency while minimizing life-cycle costs of public infrastructure. A subsequent draft of the UDC will include updated references to the BDCS. Engineering Design and Construction Standards can be reviewed here [External Web Link]. Natural Resources in the Code Natural resource protection involves a wide spectrum of city standards and departments. There is dependency between the BCP2020, PRAT, Urban Forest Management Plan, Climate Action Plan, State and Federal permits associated with the City core functions such as wastewater discharge permits, water adequacy, and other critical city services. 44 Page 4 of 18 Bozeman Community Plan 2020, Theme 4, A City Influenced by our Natural Environment, Parks, and Open Lands, speaks to the topic of this work session. Protecting our immediate and regional ecosystem requires diligence and careful planning as Bozeman and Gallatin County continue to grow. Responding to climate change, protecting the health of our water systems and our air quality, and grappling with the impacts of increased human population and invasive plants and animals are some of our challenges. The existing UDC includes processes and standards to ensure long term protection of the natural areas and sensitive lands within the city boundaries. Those areas in need of update have been identified and assigned to separate projects as listed above. The environment in which the city applies standards for all types of natural resources is complex. The following materials are provided to describe how development applications are reviewed, what standards apply in what situations, and what the city does to ensure development mitigates potential adverse impacts. Standards for natural resource protection are found in a variety of locations within Chapter 38 of the Bozeman Municipal Code. Most standards related to this work session are found in Article 6 – Natural Resource Protection [External Link]. These regulations are divided into two categories, floodplains and wetlands. Both areas are technical and require trained professionals to properly implement. The City Engineering division is largely responsible for managing these codes with outside professional input. Outside support includes wetland consultants, Army Corps of Engineeres, Gallatin County Conservation District, Fish Wildlife and Parks, and the Montana Department of Natural Resources and Conservation. Several other sections also relate to natural resources. All are summarized below, with citations for the proposed draft code. Some code segments are revised as part of the proposed draft, which staff will explain at the work session. Specific Code Standard Elements • Agricultural Water User User Facilities (Ag Ditch). Section 38.310.010 (page 3-9). These facilities are a property interest and protected by state laws in Titles 70 and 85. The City requires persons pursuing development to contact facility owners at the very beginning of the development process; even before applications are submitted. These requirements apply to both zoning and subdivision types of applications. Applications require information on locations and other details to be provides, see Division 38.710.030.A.15 (page 7-16). Staff is considering requested clarifications in the text from public comment. Several elements are already being addressed with the wetland and watercourse text amendment moving thorough its own process. • Municipal water, sanitary sewer and storm sewer systems. Section 38.410.070 (page 4-26). Primary city services are to supply clean water and move waste through the sanitary and storm sewer systems to be cleaned. These are critical systems to ensure clean environment, clean water, and minimize flood risks throughout the city. The 45 Page 5 of 18 City is subject to state and federal regulations for these systems. Each development project must demonstrate that it can provide these services to adopted standards before approval is granted. Development applicants must connect to, and in some cases extend or upgrade, water, sewer and storm lines in accordance with the City’s code requirements. • Grading and drainage. Section 38.410.080 (page 4-28). Projects must demonstrate adequate grading control and design to enable control of all runoff, proper placement of stormwater treatment facilities, and demonstrate compliance with state and municipal standards to maintain water quality and minimize property damage. • Parkland and Recreation Requirements. Division 38.420, BMC (page 4-31). Parkland dedication is required for all residential development. Parkland is primarily for recreation which provides different and separate functions from watercourse setbacks. However, parkland areas may be adjacent to water features and other natural amenities and with a thoughtful overall design can be well coordinated to improve the experience for all users. The recent PRAT plan places greater emphasis on such coordination. • Watercourse setbacks. Section 38.620 (page 6-36). Standards designed to avoid adverse impacts on important natural features from human activity. All watercourses on private property are required to be depicted and must provide minimum setbacks identified in this code section, which is being updated. Dedicated planting plans are required to maintain and improve vegetation to place more native and naturalized plantings adjacent to the watercourse. Other than specified allowances, the watercourse setback must remain as natural vegetation. This section is moving to the Article 6, Natural Resources with the UDC update. The separate wetland regulation update is improving coordination between watercourse and wetland documentation and review processes. • Water adequacy. Section 38.410.110 (page 4-30). To ensure long term water availability for residents of the city, development, including redevelopment, is reviewed for impact on water demand. Additional water demand must be offset through one or more identified options, such as cash-in-lieu of water rights. The City, as a water utility provider, has adopted rules for responding to drought (see Chapter 40). Water supply is further implemented by the City’s water conservation program [External Link]. Further, the City has adopted additional water conservation plans. Germane to this workshop are the: Water Conservation and Efficiency Plan [External Web Link]. Landscape and Irrigation Performance Standards Manual [External Link]. Montana Field Guide for Wetland & Riparian Systems [External Link]. • Landscaping. Division 38.540 (page 5-49) - Landscaping is required with all subdivision and site plan developments. Landscape requirements vary by 46 Page 6 of 18 application type and location. Typical landscaping includes ground cover, shrubs, and trees. The City strongly supports native plant and drought tolerant/water conserving plant use. The City limits water consumptive plantings and has established limitations on irrigation systems to conserve water. Landscaping and irrigation standards were updated in 2024, following adoption of the Water Conservation and Efficiency Plan [External Link] in 2023. • Trees. Standards to promote the heath and long term success of Bozeman’s tree canopy on all public lands including street boulevards, linear parks, parks, publicly owned cemeteries, and other public lands are located in Chapter 16, Division 5 [External Link] – Tree Regulations. All development must comply with the adopted standards, including provision of street trees, and for larger projects, trees in parking areas and elsewhere. The City does not regulate or maintain trees on Montana State University, Bozeman School District, or other state lands within the municipal boundaries of the city. Chapter 16, Division 5 is outside the authority of the Chapter 38 code update. Further, the city adopted a Urban Forest Management Plan [External Link] in 2016. As noted above, this plan is in the process of being updated in a separate effort from the UDC update. The city has had review process and standards for all aspects of site development in the city, including trees, for many years on new development. Examples include requirements for planting trees in parking lots, protecting vegetation in wetland and watercourse areas, and trees on site plans. However, trees on private property such as individual home lots or land not undergoing development are not regulated by the city nor are we aware of any other jurisdiction in the State of Montana doing so. Other states however, have adopted private property tree regulations for a variety of reasons. If City Commission wishes to consider adding such regulations, staff recommends starting first with focused public engagement, research by staff and/or consultants with forestry expertise, and eventual drafting of broad policy goals for the City through the Urban Forest Management Plan update process. Implementation of the policy goals would likely necessitate code amendments with related legal analysis. If such code changes included tree preservation and/or replanting requirements on private property, additional Forestry staff and Code Enforcement staff would likely be needed. Thus, City analysis of necessary staffing and budget resources would need to occur, followed by allocation of budget dollars by City Commission through the City’s biennial budget process. • Floodplain Regulations. Division 38.600 (page 6-3). The City adopts regulations to meet state and federal requirements to minimize property loss and hazards to persons. The City extends protections further than the state and federal minimums by coordinating floodplain regulations with local watercourse standards which limit activities in floodplains and incorporating all floodplain areas into watercourse 47 Page 7 of 18 setbacks. All new developments, redevelopments, and significant renovations must comply with the floodplain regulations. • Wetland Regulations. Division 38.610 (page 6-30). The US Army Corp of Engineers (USACE) determines when federal wetland regulations apply. A recent court decision changed how the federal standards are applied, however, most wetlands in Bozeman are under federal jurisdiction. The City adopted local wetland protections over 20 years ago. These extend protections to wetlands for which the USACE does not take jurisdiction. The City is currently updating these regulations. Revisions include updating documentation requirements, clarifying processes for delineation of wetlands, and increasing coordination with the City’s watercourse regulations. Public hearings with the Community Development Board and City Commission are scheduled for August 18 and September 9. • Solar Generation. Solar is defined as an Essential Service Type I, section 38.800.060, page 8-11, and is allowed in all districts. Recent text amendments further establish clear allowances to encourage solar installation in all appropriate locations and address both individual and shared installations. Special standards apply to solar installation to eliminate possible impediments to their construction; see sections 38.260.060 (page 2-96), 38.260.100.A.5 (2-109), and 38.510.060.F (page 5-19). The proposed UDC draft is modifying definitions of Essential Services to enable shared solar facility installation. The Sustainability division participated in drafting the proposed changes. Previous Commission and Advisory Board work session The City Commission considered a number of subjects related to this work session on November 15, 2022 [External Link]. The work session addressed sustainability on seven topics and request specific direction on EV charging and urban agriculture. The Legislature later restricted local governments in several ways from establishing requirements related to power generation and to EV facilities. The Sustainability Board has been engaged with the UDC update from the start of the project. Community Development staff met with the Sustainability Board to identify areas of interest, discuss alternatives for possible amendments, and get early input to shape future amendments on July 13, 2022, August 10, 2022, and December 14, 2022. Further, On August 9, 2023, the Sustainability Board had a work session to review the draft and public review schedule preparatory to making a recommendation. October 11, 2023, the Board considered the draft UDC and opined and provided recommendation to the City Commission on specific areas of the code relating to the Sustainability Boards areas of relevance. A video recording and link to the packet [external packet link] of the presentation are available for review. Most recently, on April 9, 2025, the Board was updated on the 48 Page 8 of 18 Suplementary Engagement Plan and an opportunity to provide additional code changes based on feedback from the community. The cover memo can be reviwed here [External Link]. Development Review Processes Applicants for proposed developments are required to submit a large amount of information. Submittal requirements for all applications are listed in 38.220 in the current code (38.710 in the proposed draft), with 17 different subsections for various types of applications. Using a Site Plan for example, 38.220.080 (38.710.070 in the proposed draft) lists 24 elements for which the location, identification and dimension of existing and proposed data on-site and within 100 feet must be shown. Some of these required elements which are environmental in nature are: topographic contours, watercourses, water bodies, wetlands, floodplains, drainageways, ditches, significant rock outcroppings, slopes of greater than 15 percent, unique natural features, significant wildlife areas and vegetative cover, including trees and shrubs having a diameter greater than 2.5 inches, by species, and more. Collecting this data is time-consuming and expensive for applicants and requires professional expertise, but providing it at the time of site-specific development application submittal is industry standard across the country. If wetlands or watercourses are present on a subject site, applicants are required to submit a wetland delineation report, per 38.610.030.A. The City has a qualified wetland biologist on contract who reviews wetland reports submitted by applicants as well as proposed development plans, and makes recommendations which staff pass onto applicants via review comments to ensure all code requirements are met. As noted earlier, the Wetlands Ordinance project is updating all of 38.610. The public review processes required to permit construction harmonize adopted standards and thorough review criteria set forth in the UDC, and apply all applicable requirements adapted to the site specific conditions. The two primary review processes for larger developments are subdivision and site plan review. 1. Site Plan review criteria. Site plan review criteria summarizing the standards throughout the code are listed in section 38.740.090 (page 7-66). 2. Subdivision review criteria. Subdivision review criteria are largely established by the State and are listed in section 38.750.090 (page 7-79). The amount of information required with development applications such as site plans and subdivisions is considerable. Development application teams include a wide variety of subject area experts to assist in gathering, analyizing, organizing, and submitting applications. Federal, State, and local resources are abundant to help people find general information on an area, however these data are not specific enough for individual site-level development review. Information with development applications, like a wetland delineation 49 Page 9 of 18 requires preparation by a qualified professional, at the expense of the applicant and is reviewed by the City’s professional staff and wetland consultant through the development process. Publicly available general resources include: ▪ Bozeman GIS and Infrastructure Viewer [External Link] ▪ Bozeman Park Viewer Map [External Link] ▪ Google – aereal and street view [External Link] ▪ Google Earth Pro, if installed on your computer ▪ Gallatin Valley Sensitive Lands Protection Plan [External Link] ▪ Gallatin Valley Sensitive Lands Protection Plan Model Viewer [External Link] ▪ Gallatin County Environemental Health Map [External Link] ▪ Montana Department of Trasportation System Map [External Link] ▪ State Lands maps [External Link] ▪ Montana Cadastral [External Link] ▪ Sandborn Maps [External Link] In order to develop land in the city, the property must be annexed if it is not already within City Limits. Annexation is a discretionary act of the City Commission. The Commission has established policies to evaluate if land is appropriate for annexation, see Resolution 2025- 007 [External PDF]. There are five general processes required before vertical construction. These processes can happen over long time periods as each is independent of the others but overall the sequence must occur in this order : 1. Annexation/initial zoning (if not within city limits) 2. Subdivision (if dividing property) 3. Plan Review 4. Infrastructure Review 5. Building Permit Each stage of permitting increases the granularity of detail for review. Each stage is governed by different state laws and municipal standards. Annexation/initial zoning Annexation is the process of expanding the city limits and by state law is focused on provision of municipal services. The annexation process is mostly set by State law. There are several annexation methods in state law, the City principally uses 7-2-46, MCA. The City 50 Page 10 of 18 must assign municipal zoning in conjunction with the annexation, therefore all annexation include a zone map amendment (ZMA) and require submittal requirements for both application types. Annexation focuses on the ability of the City and landowner to agree on provision of municipal services, which is done through an annexation agreement.No construction development rights are granted through the annnexation process, therefore, the City is limited in what and how much information can be required prior to a decision on an annexation application. The City Commission establishes policy which sets municipal priorities by which annexation applications are considered in addition to state law, see Resolution 2025-07 [External Link]. Submittal requirements are detailed in the Annexation Application Checklist [External Link] Water bodies and known wetlands must be shown on the annexation materials. No site specific wetlands delineation or analysis is required at his stage, as that is required at the time of Site Plan or Subdivision process. Concurrent with the annexation process, an applicant must request designation of a zoning district for the site. The state has established various criteria for evaluating a zoning request. Approval of a zoning district establishes the development standards that apply to a property but does not authorize any construction. The state has prohibited municipalities from applying conditions of approval to a zone map amendment. Subdivision Review and Approval Subdivision is the process to create parcels (lots) from existing land. The focus of subdivision review is adequacy of infrastructure, adequacy of surveying, and identification, and where justified mitigation, of impacts. Subdivision is the division of land that creates one or more parcels containing less than 160 acres that cannot be described as a one- quarter aliquot part of a United States government section, exclusive of public roadways. Land is subdivided so that the title to or possession of the parcels may be sold or otherwise conveyed. The term subdivision includes re-subdivision, as well as some condominium projects. The process, noticing, and review criteria are heavily influenced by state law. In general it is a three step process including: Pre-Application Preliminary Plat Final Plat Pre-Application Pre-Application Submittal Requirements Checklist [External Link]. The purpose of a pre- application review is to discuss Chapter 38 and other applicable standards, to familiarize the developer with the standards, goals and objectives of applicable plans, regulations and ordinances, and to discuss the proposed subdivision as it relates to these matters. Notable requirements on the checklist related to this work session are as follows: 51 Page 11 of 18 5) Topographic features. Topographic features of the proposed subdivision and adjacent subdivisions and tracts including embankments, watercourses, drainage channels, areas of seasonal water ponding, areas within designated flood-way, marsh areas, wetlands, rock outcrops, wooded areas, noxious weeds and areas of active faults. Include copies of any permits listed in section 38.710.020 (page 7-13) obtained for project; 6) Utilities. Existing and proposed utilities located on and adjacent to proposed subdivision: a) Location, size, and depth of sanitary and storm sewers, water mains, and gas lines; b) Location of fire hydrants, electric lines, telephone lines, sewage and water treatment, and storage facilities; 13) Parks and Recreation Facilities. Information must be provided for all land proposed to meet parkland dedication requirements a) Park concept plan; must include site plan for entire property, zoning and ownership for adjacent properties, location of any critical lands, general description of land, and description of trails or other recreational features proposed to connect the proposed park area; 15) Wildlife. Describe key wildlife habitat issues associated with proposed subdivision, consideration of fish and wildlife resources, and early planning suggestions (Designated species of concern, potential impacts on wildlife and wildlife habitat) from local FWP field biologists; 17) Water Rights. Describe how proposed subdivision intends to satisfy section 38.410.110 (page 4-30) 52 Page 12 of 18 and provide documentation of all water rights appurtenant; 18) Agricultural water user facilities. Identify location of all agricultural water user facilities and contact information for representative per 38.310.010.B (page 3-9). 19) List the proposed landscape water supply source, location, and ownership (e.g. private or public) with a brief description of how this water will be used. Preliminary Plat Preliminary Plat Submittal Requirements [External Link]. Review times and process are strictly regulated by the State. The primary outcome is establishing the survey document to identify the lots to be created. As part of the application materials, detailed analysis of how development standards have been or will be met is required and forms a key basis for a decision on the application. The City incorporates State required information. The complete list can be reviewed in section 38.710.050 (page 7-19). Further the application set must include: 5) Pre-application information. All information required with the pre-application plan, as outlined in section 38.710.040.A.1 (page 7-16); (18) Landscape. Landscape preliminary plat requirements found in the Landscape and Irrigation Performance and Design Standards Manual must be provided as established in section 38.710.040.B.6 (page 7-19); (19) Irrigation. Irrigation preliminary plat requirements found in the Landscape and Irrigation Performance and Design Standards Manual information must be provided as established in section 38.710.040.B.6 (page 7-19). All preliminary plat applications must include documentation of compliance with adopted standards. This documentation allows the Development Review Committee (DRC), the professional staff, to evaluate whether or not the subdivision is designed in compliance with adopted development standards, unless waived during pre-application process per 38.710.040.A.11 (page 7-18), all documentation of any waivers granted must be included. Refer to section 38.710.050 (page 7-19) for a detailed list of required compliance documentation. The DRC makes a recommendation to the decision maker on whether the preliminary plat is compliant and any conditions or code provisions needing to be addressed. Final Plat The final plat is the last step prior to the creation of lots than can be sold or developed. This step ensures all State and local infrastructure and other requirements and conditions of approval are met before any lots may be sold. Final Plat Submittal Requirements [External 53 Page 13 of 18 Link]. At the completion of this stage, the plat is recorded with the Gallatin County Clerk and Recorder. Plan Review and Approval Plan review is the zoning process to review, and when standards are met, grant development approval for certain applications. All non-subdivision development proposals, which are outlined in the UDC, require plan review. Smaller plans for individual homes and similar small scale projects are classed as Sketch Plans and have a much simpler review process (generally a building permit) review. The process of reviewing larger and more complex plans, identified as Site Plans, for conformance with the Unifed Development Code (UDC) and Montana Code Annotated (MCA) is a highly detailed process. The Site Plan process, noticing, and review criteria are mostly established by the city. In general it is a two step process including: Concept Plan - Conceptual plan application [External Link]. Site Plan Review - Site Plan Checklist application [External Link]. Concept Plan The concept plan is an early opportunity to identify site contraints, infrastructure limitations, and critical path issues for a potential development. The application content is simpler than a full application but focuses on the most important issues. Natural resources, including water, wetlands, and agricultural water user facilities are subjects addressed at this initial stage. No right to construct comes from a concept plan. It is common that site design evolves significantly due to the feedback from this initial step. Site Plan The Site Plan checklist is comprehensive with 116 line items that require substantial data and analysis to show how the application meets or exceeds adopted standards and provide city reviewers sufficient information to determine if the site plan meets code. The checklist includes a number of natural resourse related items including landscaping, street treets, stormwater, watercourses, agricultural water user facilities, and wetlands. Site plans can occur in previously unbuilt areas or as redevelopment. Site plan as a process can apply to any type of development including residential, commercial, industrial, and institutional. 54 Page 14 of 18 Examples: Natural resource management is wide ranging and dispersed in the UDC. Below are recent examples to show how the code standards are applied to the submittal requirements and review process. All subdivision and site plan development applications are shown on the city’s development map viewer [External Link]. Both subdivision or site plan review can be used to prepare a site for construction. Subdivision review creates lots and only grants the ability to construct infrastructure needed to support the future uses. The site plan process can achieve the same result although without the ability to create individual lots. 1. Application 20113 - Northwest Crossing (NWX) (External Link to Project]. A subdivision application requesting permission for the subdivision of 146.21 acres into fifteen (15) developable lots zoned B-2M and REMU, fifteen (15) restricted development lots, city park, easements, and associated right of way. The site is located at the northwest intersection of Oak Street and Cottonwood Road. Restricted development lots are likely to be further subdivided in the future. Submitted documentation includes: ▪ Wetland report ▪ Watercourse designation determination from Conservation District ▪ Flood hazard analysis report ▪ Groundwater monitoring report ▪ Civil geotechnic report for roads and foundations ▪ Soils report ▪ Weed management plan ▪ Fish Wildlife and parks wildlife report ▪ Agricultural Water User Facility (ag ditch) correspondence ▪ Sewer report ▪ Water report ▪ Storm drainage report ▪ Traffic Impact Study Required ▪ Construction management plan ▪ Storm water maintenance plan ▪ Easements for sewer, irrigation, water, streets, trails, park, and more ▪ Watercourse designation determination from Conservation District ▪ Park Master Plan ▪ Wetland delineation ▪ More 55 Page 15 of 18 2. Application 21424 – Homestead at Buffalo Run Site Plan [External Link to Project]. Location: Southeast corner of Fowler Lane and Kurk Drive Description: A site plan application for 237 homes in multi-household, rowhouse, and two-household (duplex) configurations. Homes are to be constructed in 7 apartment buildings containing 22-30 dwelling units each, 8 rowhouse buildings each containing 2- 5 units each, and 14 duplex buildings. Parking will be accommodated in shared lots and private garages totaling 465 off-street spaces, and 89 on-street spaces. Submitted documentation includes: ▪ Agricultural Water User Facility (ag ditch). Extensive correspondence between Middle Creek Ditch Company and developer resulting in signed agreement for management and operation of agricultural water user facility. ▪ Traffic Impact Study Required ▪ Construction management plan ▪ Civil geotechnical report for roads and foundations ▪ Snow storage report ▪ Storm drainage report ▪ Storm water maintenance plan ▪ Sewer report ▪ Water report ▪ Easements for sewer, irrigation, water, streets, trails, park, and more ▪ Watercourse designation determination from Conservation District ▪ Park Master Plan ▪ Weed management plan ▪ 404 permit submittal and approvals from Army Corps of Engineering ▪ Corrosivity Report for utilities ▪ Groundwater determination from MT Department of Natural Resources and Conservation ▪ Erosion and sediment control plan ▪ Existing Site Features and topography map ▪ More 3. Application 23306 – Range 5 Site Plan [External Link to Project]. A site plan application to construct 312 homes in multi-household apartment buildings in various sizes that range from 12 attached to 36 attached units. Five phases are proposed that include infrastructure improvements both on and off site. 56 Page 16 of 18 Submitted documentation includes: ▪ Traffic Impact Study Required ▪ Construction management plan ▪ Storm drainage report ▪ Storm water maintenance plan ▪ Sewer report ▪ Water report ▪ Easements for sewer, irrigation, water, streets, trails, park, and more ▪ Watercourse designation determination from Conservation District ▪ Park Master Plan ▪ Wetland delineation ▪ Weed management plan ▪ Wetland impact ▪ Photometric report ▪ More Infrastructure Review and Approval This step may follow either preliminary plat or site plan review. This review evaluates the design of infrastructure, such as extended sewer mains. This very technical review is managed by the City’s Transportation and Engineering Department. Details like the placement and depth of manholes, slope of piping, and stormwater facility design are finalized through this process and must comply with the Bozeman Design and Construction Standards. No construction of infrastructure may begin until approval is issued. Building Permit Building permits apply the state adopted building code to individual building plans. Public safety is foremost in this review and elements like earthquake resistance, fire resistance, electrical connections, energy efficiency, and structural stability are part of the review. The design of the building must be consistent with plans approved in site plan reviews and zoning standards such as setbacks from property lines. Public Suggested Amendments The City has received over 800 written comments as well as verbal comments, survey responses, and other feedback during the UDC update process. The City has received a number of comments that include specific suggested amendments to the UDC. A portion of 57 Page 17 of 18 those suggested amendments related to natural resources. All comments can be reviewed in the public comment folder for the UDC Update [External Link]. Not all comments with code suggestions are listed here, but we have included those related to the subject of natural resources and/or to which City Commission specifically asked staff to respond. 1) Bozeman Tree Coalition comment [External Link]. The Bozeman Tree Coalition submitted comprehensive suggested edits to regulate trees in the city. Staff comment. Trees on public lands (boulevards, parks, linear trails, certain open spaces, municipal buildings, and more) are regulated in both the existing and proposed Chapter 38 and include irrigation requirements to ensure efficient use of water. The language suggested expands regulation to private trees on private property. The proposed edits are beyond the scope of the UDC update. See page 6 above for staff’s recommended process, should the City Commission desire to regulate trees on private property. The Bozeman Tree Coalition comments were forwarded to the Forestry Division of the Parks Dept. for consideration. Trees are also regulated in Chapter 16, Article 5 [External Link] of the municipal code. These additional regulations establish maintenance, funding, specifications and standards, a requirement for a master street tree plan, enforcement provisions, and other subjects. 2) Gallatin Water Trust comment [External Link]. The Gallatin Water Trust submitted comments relating to revisions to the City’s water adequacy methodologies for transferring water from a water right holder to the City. The City’s current policy and process relating to water adequacy were mentioned earlier in this memo. If the City Commission wants to provide different policy direction to Utilities Department staff, they can do so as part of the Integrated Water Resources Plan update project. 3) Gallatin Watershed Council [External Link] There are two elements to this comment. General policy level items outside of the UDC; and some specific edits to text. The suggestions include several elements that exist in the code today such as identifying water features during the first stages of development review which happen during concept plan (zoning) and preapplication (subdivision). These are carrying forward into the proposed code. Additional clarification and coordination in review processes are being made through the Wetlands Ordinance project. This work is scheduled for Commission action on Sept 9th. The Development Review Committee comprised of the City’s professional staff and when needed other agencies coordinates review of development projects. Staff will provide additional response to GWC’s text suggestions during the August 11th and 19th work sessions with the Board and Commission. 58 Page 18 of 18 Staffing suggestions are outside the scope of the UDC project but can be addressed separately in the City’s staffing plan and biennial budget processes. Creation of an overlay district largely duplicates existing watercourse standards present in the current and proposed UDC and has a mapping component that is not addressed. Additionally, the Wetlands Ordinance project includes updates to the watercourse standards. The complexity of the topic, should the Commission wish to pursue it, needs a separate process for public engagement and development. 4) Gallatin Water Collaborative [External Link] These comments focus on agricultural water user facilities (e.g. ditches). Many of the substantive elements of these suggestions are being addressed with the wetlands and watercourse code update separately underway. The City is actively working with ditch owners/operators to establish standardized engineering design for common interactions with agricultural water user facilities. 5) Forward MT and Better Bozeman Collaboration [External Link] These comments identify several subjects but not natural resources, and were discussed with the Community Development Board and City Commission in July 2025 work sessions. Staff will present additional information following up on this topic (graduated square footage cap) at the August 19th City Commission work session. 6) Architect’s Bozeman UDC Recommendations [External Link] Suggestions to encourage housing. These comments identify several subjects but not natural resources, and were discussed with the Community Development Board and City Commission in July 2025 work sessions. 59 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Erin George, Community Development Director SUBJECT:Upcoming Items for the Aug 18, 2025, Community Development Board Meeting MEETING DATE:August 11, 2025 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Information only, no action required. STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning, ranging from building design to neighborhood layouts, while pursuing urban approaches to issues such as multimodal transportation, infill, density, connected trails and parks, and walkable neighborhoods. BACKGROUND:The following items are presently scheduled for review at the Aug 18, 2025, Community Development Board meeting: 1. Application 25273 [external link], Parklands Amended Preliminary Plat. Considered in the role as the Planning Board. 2. Application 23333 [external link], Bozeman Community Plan Technical Compliance Update data presentation. Considered in the role as the Planning Commission. 3. Application 23309 [external link], Wetlands and Watercourses text amendment. Considered in the role of the Zoning Commission. UNRESOLVED ISSUES:None. ALTERNATIVES:None. FISCAL EFFECTS:No budgeted funds are expended with this item. Report compiled on: August 4, 2025 60 61