HomeMy WebLinkAbout11-17-25 Public Comment - G. Poole - Site Plan #25238From:Geoffrey Poole
To:Bozeman Public Comment
Subject:[EXTERNAL]Site Plan #25238
Date:Monday, November 17, 2025 11:43:28 AM
Attachments:Supplemental comments 25238.pdf
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Please accept my attached comments regarding the upcomingapproval or denial of Site Plan #25238.
Geoffrey PooleBozeman, MT
Erin George
Director of Community Development
Bozeman, MT
Dear Erin:
In my prior public comment submitted a few days ago, I incorporate by reference the public comments
that I submitted regarding Site Plan #22047, and those submitted on behalf of Tim and Nancy Swanson
and me by our attorney.
Recognizing that you were not the Director at the time, I have compiled this attached summary list of
those past comments to aid in your review. (Note that requirements of 2022 BMC 38.430 referenced in
the attached summaries have been replaced by BMC 38.440. Specifically, the requirements of the
commonly cited 2022 BMC 38.430.040.A.3.d are now found in BMC 38.440.030 and 2022 BMC
38.430.080 has been moved to BMC 38.440.050.)
Although this attached summary list is long and intended to save you time, it does not take the place of
comments submitted for #22047. Rather, it is an attempt to help you understand the overall scope of the
problems with the review and initial approval of Site Plan #22047 without having to dredge through
our past comments.
Clearly, Site Plan #22047 is in the past. So it might see odd to submit comments that focus on that
review process. However, all of the comments listed below – which were complied for Site Plan
#22047 – still apply to Site Plan #25238. The issues remain unaddressed.
Both the City Staff (in 2020 concept review) and the City Commission (upon appeal) have established
that the terms of the PUD are still binding and that the proposed layout of the buildings and parking
lots (in #22047 and now again in #25238) is a violation of the Block Frontage Standards. Yet here we
are – as the occupants of neighboring residences – fighting again to get planning staff to acknowledge
and act on those those requirements.
If planning staff are either not empowered to – or are simply unwilling to – cull out development
proposals that contain obvious violations of the spirit and the letter of the BMC, then the system is
broken. It is the staff’s job to evenhandedly apply the BMC. The process should not require
continuous vigilence from neighbors. We have lives and jobs of our own to attend to, and count on the
City to ensure compliance with the Unified Development Code.
Yours is the department of “Community Development.” You don’t have to look any further than the
recent election to see how unhappy the “Community” is with the nature of the “Development.” I
believe the “Community” has conclude that planning staff prioritize “Development” over
“Community.” From the outside looking in, it seems to me that the staff has a practice of bending the
Unified Development Code in ways that are disingenuously permissive. At miminum, the facts of our
case (summarized below and summitted in my most recent comments) provide evidence in support of
this view.
Please stop the cherade begun by Site Plan #22047 and now continued by #25238. Any hardship
experienced by the applicant is self inflicted. All of the code violations and problems with this
development stem from one inconvenient truth: the application attempts to pack more commercial
development onto a small lot than is code-compliant under the governing residential PUD. From my
neighbor’s and my vantage point, the Department of Community Development has, so far, been
entirely complicit in pursuit of that agenda. I ask you to restore our lost trust in the process.
As you make your decision, I hope you will keep in the forefront of our mind the following facts that
we demonstarted to the City Commission on appeal of #22047 and, in recent public comments
regarding #25238, we have now demonstrated to you:
1.The official record of the PUD’s binding terms was the PUD’s Approved Final Plan.
2.The Approved Final Plan consisted of the Final PUD Application and any conditions of its
approval.
3.Because the Sundance Springs PUD was phased, the terms of the Final PUD Application were
required to be outlined in a Master Plan and Development Guildelines (1992
BMC.18.54.080.D).
4.Before the phased PUD could be approved:
“The City Commission must determine that the proposed Master Plan and
Development Guidelines are provided in sufficient detail to support a finding
that the phase PUD will comply with all requirements for PUD approval if
developed in accordance with the apporved Master Plan and Development
Guidelines.” 1992 BMC 18.54.080.C
5.“All requirements for PUD approval” were outlined in 54 evaluation critera presented in 1992
BMC 18.54.100.E and all criteria had to be met as part of the evaluation process (1992 BMC
18.54.100.C)
6.The Approved Final Master Plan and Approved Final Development Guidelines, therefore, must
be enforced for the PUD to comply with the PUD approval requirements.
7.The PUD’s Approved Final Plan – consisting of the Approved Final Master Plan, Approved
Final Development Guidelines, and any conditions of approval – has been lost.
8.The City claims that review can proceed, in part because the terms of the Approved Final
Master Plan survive in the Master Plan map from Z-9812 and the terms of the Approved Final
Development Guidelines survive in the Commercial Covenants.
Since the City claims that the Master Plan map is the Approved Final Master Plan and that the terms of
the Approve Final Development Guidlines are in the Covenants, I would ask that you please enforce
the terms of the Master Plan map and Covenants, as is required by current BMC
The records shows that Z-22047 was not complient with the PUD or the Block Frontage Standards.
The attached summaries of the problems with #22047 describe code violaitons that remain for the
remarkably similar #25238.
In disapproving the application, I would ask that you please reinforce to all interested parties that the
restrictions on the site limit development to a single-story building of 5000 square feet or less with
the primary facade addressing the street. The parking areas must be to the side or in back of the
building and must be screened from South 3rd and all adjacent R-S zoned property with a 10’
wide continuous landscaping screen 4’ to 6’ in height and with no encroachment into setbacks.
Thank you again for your kind consideration of my comments.
Geoffrey Poole
Bozeman, MT
Summary of Comments submitted regarding Z-22047
City lacks the required Approved Final Plan for the PUD, violating BMC 38.430.040.A.3.d which
mandates all development approvals be based on the approved final plan
The City of Bozeman has lost the Approved Final Plan for the Sundance Springs Planned Unit
Development (PUD), documented as Z-9812, along with the official record of approval contained
within that application folder. This loss constitutes a fundamental legal impediment to the City's
approval of Site Plan #22047. BMC 38.430.040.A.3.d unambiguously requires that all development
reviews under a PUD be based on compliance with the PUD's Approved Final Plan, and the BMC
makes no provision for substituting other documents in its place. Without the Approved Final Plan,
the City lacked the requisite information to render a decision, as the City could not know the complete
requirements of the PUD, nor could the applicant meet its obligation to demonstrate compliance with
the Approved Final Plan. The City's attempt to substitute other documents for the missing Approved
Final Plan violated the clear and binding requirements of BMC 38.430.040.A.3.d, as well as related
provisions in BMC 38.100.050.A, BMC 38.100.080.A, and BMC 38.430.080, all of which require
that Site Plan #22047 comply with all development requirements of the PUD's Approved Final Plan.
Because the terms of the PUD are unknown without the Approved Final Plan, the approval of Site
Plan #22047 is illegal and must be reversed.
The Master Plan Objectives section listed in Z-95125 and P-9539 Table of Contents have been
removed from both documents, indicating possible document tampering
The Table of Contents for both Z-95125 (the Preliminary PUD application) and P-9539
(the companion preliminary subdivision application) explicitly list "Master Plan
Objectives" as part of Tab 1 (Introduction), yet this entire section has been physically
removed from both documents. The Master Plan Objectives would have contained detailed
descriptions of the PUD's binding requirements under 1992 BMC 18.54.080.D.1, establishing
the specific terms governing development. The fact that the same section is missing
from both independent documents suggests possible tampering with the City's records.
This removal is particularly significant because it occurred after the documents
were approved and filed, and the missing Master Plan Objectives section would have
provided authoritative guidance on the PUD's requirements at a time when the City
claims uncertainty about those requirements. The disappearance of this critical
section, combined with the loss of the Approved Final Plan, raises serious questions
about the integrity and completeness of the City's record of the PUD.
The City substituted documents for missing Approved Final Plan without legal authority,
violating City Charter Article II Section 2.11.6 reserving zoning amendment authority to
Commission
The City's decision to substitute other documents for the missing Approved Final
Plan violates the City Charter's fundamental allocation of governmental authority.
City Charter Article II, Section 2.11.(6) reserves to the City Commission the exclusive
authority to "adopt and amend zoning, subdivision, and other land use regulations."
Similarly, Section 2.11.(7) reserves to the Commission the power to amend ordinances.
When the Director of Community Development unilaterally selected which documents
to substitute for the missing Approved Final Plan—choosing to enforce only certain
Conditions of Approval while ignoring the Development Guidelines and Master Plan
requirements from the Approved Preliminary Plan—the Director effectively amended
the PUD's binding zoning terms without Commission authorization. This administrative
recreation of the PUD's requirements usurps the Commission's charter-mandated authority
and violates BMC 38.430.040.A.3.d.(2)(a), which requires Commission approval for
any amendments to a PUD. The City Attorney's May 19, 2023 letter to Brian Gallik
claiming authority to substitute documents cites no legal basis for this unprecedented
administrative amendment power.
Sundance Springs is a Phased PUD per 1992 BMC 18.54.080.A, requiring a Master Plan and
Development Guidelines as binding PUD terms
The Sundance Springs PUD was explicitly submitted and approved as a
phased PUD under 1992 BMC 18.54.080.A.3, as documented
in the PUD application Z-95125 and confirmed in public records including Development
Review Committee minutes from September 1995. Under this type of phased PUD, the 1992
Zoning Ordinance required only two elements: a Master Plan (per 18.54.080.D.1) and
Development Guidelines (per 18.54.080.D.2). Since the application contained no request
for approval of any specific phase of development, these two required elements—the
Master Plan and Development Guidelines—constitute the entirety of the binding terms
governing all development under the PUD. The City Commission vetted, amended, approved,
and ordered both the Master Plan and Development Guidelines when it approved Z-95125
in January 1996, making these documents lawfully adopted development rules that must
be enforced as the binding terms of the PUD.
Covenants (Z-95125 Tab 8) ARE the PUD's Development Guidelines per 1992 BMC
18.54.080.D.2.h, not merely private agreements, and must be enforced by the City during Site
Plan review
The document labeled "Covenants and Development Guidelines" under Tab 8 of the Approved
Preliminary Plan (Z-95125) serves a dual legal role that the City has ignored. According
to 1992 BMC 18.54.080.D.2.h, protective covenants submitted as part of a PUD application
become part of the PUD's required Development Guidelines. The City's own records confirm
this: the title explicitly identifies the document as "Covenants and Development Guidelines,"
not merely "covenants." These Development Guidelines were vetted, amended, approved,
and ordered by the City Commission in January 1996 as a required element of the phased
PUD, making them lawfully adopted development rules that must be enforced under current
BMC provisions including 38.100.050.A, 38.430.040.A.3.d, and 38.430.080. The City's
position that these are merely "private agreements" contradicts both the legal requirements
under which the PUD was submitted and the explicit terminology used in the approved
plan itself.
1995 Staff Report for Z-95125 explicitly stated that Site Plan review would ensure compliance
with the Development Guidelines (Covenants), providing assurance to City Commission and the
public
The November 1995 Staff Report for Z-95125 provided explicit assurances to the City
Commission and the public regarding enforcement of the Development Guidelines. On
page 24, in the section titled "Covenants and Development Guidelines," Planning Staff
unambiguously stated: "Site Plan review will occur for all development within the
neighborhood services area, and that review will ensure compliance with the Guidelines."
This staff assurance was a critical element of the PUD approval process, as it informed
the City Commission's decision to approve the PUD and shaped public expectations about
how commercial development would be regulated. The City's current refusal to enforce
these same Development Guidelines during review of Site Plan #22047 directly contradicts
the explicit commitment made by Planning Staff to the Commission and community at
the time of approval, undermining the foundation upon which the PUD was approved.
The Master Plan Map (dated April 08, 1997, found in Z-9812) has been identified by the City as
the Approved Final Master Plan. Therefore, the map is a binding element of the Approved Final
Plan showing building locations, sizes, and uses that must be enforced.
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The Master Plan Map stamped April 08, 1997, and found in the Z-9812 folder, constitutes
a binding element of the PUD's Approved Final Plan. Under 1992 BMC 18.54.080.D.1,
the Master Plan's role is to show "proposed conditions pertaining to such elements
as building locations, open spaces, vehicular and pedestrian circulation, and boundaries
of the individual phases of the PUD." This map—which was stamped after preliminary
approval in 1996—establishes the specific number, location, size, and designated
use of buildings on Commercial Lot #2. Current BMC 38.430.040.A.3.d.(2) mandates
that substantive changes to the specified number, size, or location of buildings
shown on the Master Plan require a formal amendment to the PUD approved by the City
Commission in a public hearing. Site Plan #22047 proposes changes that directly violate
these binding Master Plan requirements, yet the City has proceeded without the required
PUD amendment process.
The Master Plan designates Commercial Lot #2 for a single one-story building housing a
convenience store/Village Store (retail use only), not a restaurant or multiple buildings'
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Multiple authoritative sources from the PUD record consistently confirm that the
Master Plan designated Commercial Lot #2 for a single one-story convenience store
with retail use only. The Market Study ordered by the City Commission describes
a single one-story building allocated to Lot #2 with designated use as a convenience
store. The Master Plan Map labels the building as "Village Store," which under the
1992 B-1 Neighborhood Services District zoning limited uses to retail only. The
2020 Concept Review (CONR-20298)—compiled while the Approved Final Plan was still
available—explicitly states the site is "designated for a 'Village Store' on the
Sundance Springs Master Plan map." Real estate listings described the lot as "MASTER
PLANNED FOR A CONVENIENCE STORE." Site Plan #22047's proposal for two two-story
buildings housing brewery, restaurant, and office uses fundamentally contradicts
these binding Master Plan designations and constitutes a major modification requiring
PUD amendment, not administrative approval.
Site Plan proposes two buildings totaling 9900+ sq ft plus 800+ sq ft outdoor patio violating the
Master Plan which shows that approved use was a single one-story 5,000 sq ft building without
an outdoor dining patio.
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Site Plan #22047 proposes a total of approximately 21,000 square feet of commercial
development—including 12,000+ square feet of leasable space in two buildings, 3,000
square feet of outdoor patio areas, and 6,000 square feet of basement space—fundamentally
violating the Master Plan's designation of a single one-story 5,000 square foot
building. The 1992 BMC Section 18.29.020.A imposed a 5,000 square foot cap on gross
floor area for buildings in the B-1 Neighborhood Services District, and the Master
Plan reflected this limitation. Instead, the proposed development includes two buildings
each exceeding 6,000 square feet, creating a total development more than four times
the size contemplated by the Master Plan. This massive expansion generates a parking
demand of 68 spaces and represents a fundamental change to the character and scale
of development that was approved by the City Commission, requiring PUD amendment
rather than administrative approval.
The 1996 City Commission Condition of Approval #29 requires Market Study showing 50% of
business from vicinity residents, or residential development alternative; the proposed
development violates Market Study assumptions making 50% conclusion invalid'
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Condition of Approval #29, issued in the City Commission's January 22, 1996 Findings
of Fact and Order, required a Market Study demonstrating that 50% of business would
come from vicinity residents, with an explicit alternative: if this threshold could
not be met, the lot could be developed residentially. The November 1997 Market Study
in Z-9812 reached the 50% conclusion based on specific assumptions about the development –
namely, a single one-story convenience store serving neighborhood retail needs. Site Plan
#22047 completely shatters these assumptions by proposing brewery and restaurant
uses in two large two-story buildings totaling over 21,000 square feet, uses that
are designed to draw customers from well beyond the vicinity. By violating the foundational
assumptions of the Market Study, the proposed development invalidates the 50% conclusion,
thereby triggering Condition #29's residential development alternative. The City
has ignored this condition entirely, failing to verify compliance with the Commission's
explicit order.
The PUD’s Development Guideline (the requirements contained the Covenants) establish 1992
Bozeman Zoning Code as minimum development requirements through Introduction language,
requiring compliance with 1992 B-1 Neighborhood Services District standards
The Introduction to the Covenants and Development Guidelines (Tab 8 of Z-95125)
explicitly establishes the 1992 Bozeman Zoning Code as the minimum development requirements
for the commercial lots, stating that the covenants "detail how the Neighborhood
Services Property within the Sundance Springs Subdivision are to be developed and
maintained beyond the minimum requirements of the Bozeman Zoning Code which exists
at the date of the execution of this document." This language—approved by the City
Commission in January 1996 and executed in March 1998—locks in the 1992 B-1 Neighborhood
Services District zoning standards as the baseline for all development. Under BMC
38.100.050.A, when lawfully adopted rules conflict, the most restrictive requirements
govern. The 2020 Concept Review (CONR-20298) correctly identified that the 1992
zoning applies to this site. Yet the City has ignored this requirement during review
of Site Plan #22047, applying only current zoning standards and thereby allowing
numerous violations of the 1992 code requirements that are binding under the PUD.
Restaurant size exceeds B-1 zoning maximum
The proposed restaurant in Site Plan #22047 flagrantly exceeds the B-1 zoning district's
size limitations. BMC Table 38.310.040.A, footnote 3, limits restaurants in the
B-1 district to either 1,500 square feet or 20% of the building's gross floor area,
whichever is less. The west building has 5000 square feet of gross floor area,
making the 20% limit only 1,000 square feet. Yet the proposed restaurant occupies
1,500+ square feet of floor space. This oversizing fundamentally transforms the character of the
permitted use and requires addressing through PUD amendment, not administrative
approval.
Outdoor patio for dining/drinking prohibited by PUD's 1992 B-1 zoning (Section 18.28.020.A)
which requires all business activities be enclosed within buildings
The 2,100+ square foot outdoor patio proposed for dining, drinking, and potentially
live music directly violates the 1992 B-1 zoning requirements established as minimum
standards by the PUD's Development Guidelines. Section 18.29.020.A of the 1992 BMC
explicitly requires that all business activities in the B-1 Neighborhood Services
District be "enclosed within a building," and Section 18.28.010 emphasizes that
the district is designed to maintain residential character. The outdoor patio is
specifically designed to facilitate outdoor business activities—dining, alcohol
service, and entertainment—that are incompatible with the residential neighborhood
and the tranquil open space used for quiet recreation. These outdoor activities
would impact neighboring residences with noise, light, and activity that violates
Covenant 3.3's prohibition on nuisances and fundamentally contradicts the 1992 code's
requirement that business activities be contained within buildings to protect the
residential character of the area.
The City's custom and practice has been to enforce PUD covenants as legally binding
requirements; a 2004 case shows City enforced covenant setbacks describing violation as 'illegal
encroachment'
The City's established custom and practice has been to enforce the Sundance Springs
PUD covenants as legally binding requirements, directly contradicting its current
position that the covenants are merely "private agreements." In 2004, when a residential
developer violated a setback established in the Sundance Springs Covenants, the
City took formal enforcement action. The July 19, 2004 Staff Report for Z-040148
described the violation as an "illegal encroachment into a required rear yard" and
identified the Covenants as the source of the "legally required setbacks" that were
violated. The City required the developer to appear before the City Commission and
obtain a formal amendment to the PUD to remedy the covenant violation. This enforcement
action—taken when the Approved Final Plan was still available for consultation—demonstrates
that the City's established practice has been to treat Sundance Springs covenant
violations as illegal violations of legally required standards. The City's current
refusal to enforce the same covenants against the commercial development in Site
Plan #22047 represents an arbitrary reversal of this longstanding practice and creates
an unjustifiable double standard.
The Commercial Lot Owners Association (NSOA/CLOA) involuntarily dissolved December 1,
2003, cannot be legally reconstituted per Montana Code 35-6-201(5); no mechanism exists for
required Building and Landscape Review Committee approval
The Neighborhood Services Owners Association (NSOA), also known as the Commercial
Lot Owners Association (CLOA), was involuntarily dissolved by the State of Montana
on December 1, 2003, according to Secretary of State records. Montana Code Annotated
35-6-201(5) prohibits reinstatement of corporations dissolved for more than five
years, a restriction confirmed in Mont. Earth Res. P'ship v. N. Blaine Estates,
1998 MT 254. Since the association was dissolved over 19 years ago, it cannot be
legally reconstituted under Montana law. This creates a fundamental legal impossibility:
the PUD's Covenants and Development Guidelines require approval from the Building
and Landscape Review Committee (BLRC), which can only legally exist as a committee
of the NSOA. Without the NSOA, neither the Board nor the BLRC can legally exist
or function. Therefore, even if the City were to enforce the covenant requirements,
Site Plan #22047 could never receive the required NSOA/BLRC approval, making development
under the current covenant structure legally impossible.
Applicant has constructive notice and voluntarily agreed to all PUD requirements per Covenant
Article 16.1; claims of unclean hands or bad faith apply to applicant not neighbors
The applicant has constructive notice of all PUD requirements and voluntarily agreed
to be bound by them upon purchasing the property. Covenant Article 16.1 (Constructive
Acceptance) explicitly provides that "every person or entity who now or hereafter
acquires or owns any interest in the [commercial] Property...shall be conclusively
deemed to have consented and agreed to every covenant, condition, and restriction
imposed" by the PUD's Covenants and Development Guidelines. The applicant's attorney's
December 29, 2022 letter ironically claims that neighbors lack good faith and have
unclean hands while seeking to avoid covenant requirements—yet it is the applicant
who knowingly submitted a site plan violating dozens of covenant provisions after
receiving constructive notice. The applicant cannot claim to be a good faith purchaser
while simultaneously violating the very covenants to which they voluntarily agreed
upon purchase. If anyone is acting in bad faith with unclean hands, it is the applicant
who seeks to escape voluntarily-accepted obligations that were fully disclosed through
the public record and covenant documents.
2020 City Development Review Comments (Application 20-298, CONR review by Susana
Montana) clearly identified 1992 B-1 zoning, Village Store designation, and Master Plan
requirements; developer chose to disregard
The City's October 2020 Development Review Comments for Application No. 20298 (CONR
review by Senior Planner Susana Montana) provided clear guidance to the developer
identifying the applicable PUD requirements. The 2020 review specifically stated
that the site is subject to "B-1 pursuant to the 1998 Sundance Springs Planned
Unit Development Master Plan" and noted that "the site is designated for a 'Village
Store' on the Sundance Springs Master Plan map." This 2020 concept review was compiled
when the Approved Final Plan was still available for consultation, making it an
authoritative statement of the PUD's requirements. The review also identified applicable
setback requirements and other PUD zoning standards. Despite receiving this clear
City guidance in 2020, the applicant chose to disregard it and proceeded to develop
Site Plan #22047 with two large brewery/restaurant buildings that blatantly contradict
the Village Store designation and 1992 B-1 zoning identified in the City's own contemporaneous
review. The City's current reversal of this 2020 position contradicts its own recent
authoritative guidance to the developer.
BMC 38.100.050.A requires most restrictive requirements govern; where PUD and current UDC
conflict, more restrictive PUD terms (1992 zoning, Master Plan, Development Guidelines) must
apply
BMC 38.100.050.A establishes a clear rule for resolving conflicts between different
regulatory requirements: "Wherever the requirements of this chapter are at variance
with the requirements of any other lawfully adopted rules or regulations...the most
restrictive requirements, or those imposing the higher standards, will govern."
The PUD's Master Plan and Development Guidelines are lawfully adopted rules that
were vetted, amended, approved, and ordered by the City Commission. The Development
Guidelines explicitly establish the 1992 Bozeman Zoning Code as the minimum requirements,
stating that the covenants "detail how the Neighborhood Services Property within
the Sundance Springs Subdivision are to be developed and maintained beyond the minimum
requirements of the Bozeman Zoning Code which exists at the date of the execution
of this document." When the 1992 B-1 zoning requirements conflict with current zoning
(such as smaller building size limits, stricter setbacks, higher parking requirements,
or prohibition on outdoor business activities), the more restrictive 1992 requirements
must govern under BMC 38.100.050.A. The City violated this mandatory provision by
applying only current zoning standards while ignoring the more restrictive PUD requirements.
BMC 38.100.080.A places burden on applicant to demonstrate compliance with all applicable
standards; applicant has failed to meet this burden
BMC 38.100.080.A explicitly states: "It is the obligation of the person proposing
the development to demonstrate compliance with all applicable standards and regulations."
This provision places the burden of proof squarely on the applicant to affirmatively
demonstrate that the proposed development complies with every applicable requirement—including
the PUD's Master Plan, Development Guidelines, 1992 B-1 zoning standards, and current
BMC provisions. The applicant has fundamentally failed to meet this burden. By knowingly
submitting a site plan that violates dozens of covenant provisions, exceeds Master
Plan building size and number limits, contradicts the Village Store designation,
violates 1992 B-1 setback and parking requirements, and proposes prohibited outdoor
business activities, the applicant cannot demonstrate compliance with applicable
standards. The applicant's failure to carry this mandatory burden of demonstration
requires denial of the application under BMC 38.100.080.A, yet the City approved
the non-compliant plan anyway, effectively shifting the burden from the applicant
to the City and abandoning the code's fundamental requirement.
The City''s ''absurd result'' argument lacks legal authority and ignores Condition of Approval
#29 providing residential development alternative'
The City Attorney's May 19, 2023 letter claims that requiring the Approved Final
Plan would create "the absurd result that this property could never be developed."
This argument fails on multiple grounds. First, it cites no legal authority permitting
the City to ignore explicit BMC requirements simply because compliance would yield
an outcome the City considers undesirable. BMC 38.100.30 states that Chapter 38
regulations "apply to all private and public lands" without exception for "absurd
results." Second, the argument presents a false dichotomy by ignoring lawful development
alternatives. Condition of Approval #29 explicitly provides that if commercial development
is not allowed during Site Plan Review, the lot can be developed residentially with
up to six additional single-family lots. This Commission-ordered alternative completely
undermines the City's claim that the property "could never be developed" if BMC
requirements are enforced. Further, the code allows for amendment to the PUD to allow
for the types of changes sought by the applicant. The City's position is based on a logical
fallacy—presenting only two options (approve the non-compliant commercial plan or
allow no development) while ignoring alternatives that comply with all BMC requirements.
City has reversed its position on PUD enforcement after losing Approved Final Plan; historical
enforcement recognized Development Guidelines and Master Plan as binding
The City maintained a consistent position on the Sundance Springs PUD's requirements
for 25 years (1995-2020), enforcing the Development Guidelines and Master Plan as
binding legal requirements. The historical record demonstrates this consistency:
the 1995 Staff Report assured the Commission that Development Guidelines would be
enforced; the 2004 enforcement action treated covenant violations as "illegal encroachment";
and the 2020 Concept Review (CONR-20298) reaffirmed that the site is subject to
1992 B-1 zoning pursuant to the 1998 PUD Master Plan and designated for a "Village
Store." Only after the City lost the Approved Final Plan did it reverse this longstanding
position, suddenly claiming the Development Guidelines are "private agreements"
and the Master Plan requirements are not binding. This reversal contradicts the
City's own historical enforcement practices and positions taken when the authoritative
Approved Final Plan was available for consultation. The timing of this reversal—occurring
only after the loss of the controlling document—strongly suggests the City is exploiting
its own negligence in losing the Approved Final Plan to avoid enforcing requirements
it historically recognized as binding.
Nearly 200 public comments submitted opposing approval (194 requesting denial, only 3
supporting), reflecting community values of BMC compliance, PUD enforcement, tranquil open
space, and public safety
The public comment record overwhelmingly demonstrates community opposition to Site
Plan #22047. Of 197 public comments submitted, 194 requested denial of the application
while only 3 supported approval—a rejection rate of 98.5%. This is not merely a
matter of numbers; the comments consistently articulated specific community values
that the City claims to respect. Common themes included: (1) compliance with the
BMC and terms of the PUD, (2) enforcement of the Development Guidelines and Master
Plan that were relied upon when the PUD was approved, (3) protecting the tranquility
of adjacent open spaces used for quiet recreation by City residents, (4) safety
concerns caused by excess parking demand forcing on-street parking that could block
emergency vehicles, and (5) ensuring peaceful enjoyment of neighborhood residences
and protecting the rural/agricultural neighborhood character. The City Attorney's
letter claimed that enforcing PUD terms would not reflect "the community's needs
and values today," yet 194 public comments demonstrate that the community's actual
needs and values demand enforcement of the PUD requirements, not their abandonment.
Development is destination restaurant that will attract city-wide traffic, not walkable
neighborhood service as B-1 zoning intends; contradicts small-scale neighborhood-serving
purpose
Site Plan #22047 proposes a destination brewery and restaurant designed to attract
city-wide traffic, fundamentally contradicting the B-1 Neighborhood Services District's
intent to provide small-scale, walkable services to nearby residents. The development
includes approximately 4,700 square feet of restaurant/brewery space (1,500 sq ft
indoor serving, 2,000 sq ft outdoor patio, 900 sq ft kitchen, 300 sq ft brewery)
in a two-story glass tower with large outdoor dining spaces—a scale and character
designed for destination dining and drinking rather than neighborhood convenience.
BMC 38.300.110 defines the B-1 district's intent as serving neighborhood needs,
not attracting regional customers. It is implausible that the PUD's 141 residential
lots could support 50% of business at this proposed scale, as required by Condition
of Approval #29. The development's resemblance to destination breweries like MAP
Brewing and Mountains Walking Brewery confirms its character as a regional attraction
rather than a neighborhood service. This destination-oriented development violates
the fundamental purpose of the B-1 zoning, the Market Study assumptions, and the
small-scale Village Store concept approved in the Master Plan.
Dumpster location violates BMC 38.520.070 proximity requirements and creates poor pedestrian
experience by occupying trail gateway as the face and first encounter of the development along a
half-mile trail approach
The dumpster placement in Site Plan #22047 violates BMC 38.520.070 refuse enclosure
requirements and creates an egregiously poor pedestrian experience. The dumpster
is sited to occupy the trail gateway—the first encounter for pedestrian users approaching
from Sundance Springs via the trail system. For residents and visitors using the
walkable/bikable trail approach (approximately half a mile from the residential
neighborhood), the dumpster becomes their initial visual and olfactory introduction
to the development. This placement directly contradicts the Block Frontage Standards'
purpose of "creating a comfortable walking environment" and the departure narrative's
own claims about enhancing the pedestrian experience. Rather than welcoming trail
users with attractive storefronts or landscaping, the site plan greets them with
a dumpster enclosure positioned at the critical junction where the trail system
connects to the East Building entrance. This hostile pedestrian experience epitomizes
the development's fundamental failure to integrate with the surrounding walkable
neighborhood and trail network as B-1 zoning intends.
Development requires multiple special use permits for outdoor dining and alcohol service that
were improperly deferred contrary to City's own 2020 review instructions
Site Plan #22047 requires multiple special use permits for outdoor dining and outdoor
alcohol service under BMC 38.230.100, 38.230.120, and 38.230.110.e-i, yet these
required permits were improperly deferred during the approval process. The 1992
B-1 zoning (Section 18.28.020.A) requires all business activities to be enclosed
within buildings, making outdoor dining and alcohol service conditional uses requiring
special approval. The City's own Community Development Department Comments specifically
instructed that special use permits would be required for these outdoor activities,
yet the approval process deferred addressing these requirements, allowing approval
of the site plan with outdoor patios without the legally mandated special use permit
review. This procedural violation is particularly significant because the special
use permit process includes specific approval criteria under BMC 38.230.110.e-i
designed to protect neighboring properties from impacts—exactly the concerns raised
by 194 public comments. By deferring the special use permit requirements, the City
bypassed critical protections and approved outdoor activities that may not meet
the required criteria for special use permits.
Buildings actually front parking lots, not streets or trails as claimed; unlabeled building
entrances obscure that all primary access is from parking areas
Despite the departure narrative's claims that buildings front streets and trails,
the buildings actually front parking lots, with all primary access provided from
parking areas rather than from walkable frontages. Each building has four doorways,
but these entrances are unlabeled on the site plan, obscuring the fact that all
main entrances connect via sidewalks to the parking lots, not to street or trail
frontages. BMC 38.510.030.C.1 defines a landscape block frontage as one where "primary
pedestrian access to the building and the majority of building entrances address
the block frontage"—a standard these buildings fail to meet because the majority
of functional access is from parking areas.
City Commission intended all future construction be controlled by the Master Plan and the
Covenants and Development Guidelines to ensure neighborhood services remain in scale with
residential development
The City Commission approved the Sundance Springs PUD based on explicit assurances
that all future construction would be controlled by the Covenants and Development
Guidelines to ensure compatibility with the residential neighborhood. At the November
20, 1995 public hearing (documented on pages 25 and 27 of the minutes), architect
Dan Kamp testified to the Commission and the public that the PUD included "substantial
architectural guidelines" that would control all future development. The Z-95125
Application Criteria responses specifically stated that "all future construction
[would be] controlled by" the Covenants and Development Guidelines, and that these
requirements would ensure "architectural and landscape treatments" that keep the
neighborhood services development "in scale with the surrounding residential developments."
This was not merely promotional language—it was the fundamental basis upon which
the Commission approved the PUD and the public accepted commercial zoning in their
residential neighborhood. The City's current refusal to enforce these Development
Guidelines betrays the Commission's intent, violates the promises made to the public
during the approval process, and abandons the very controls that made the PUD acceptable
to the community.
BMC 38.430.080 forbids violation of any PUD terms and conditions; failure to enforce subjects
applicant to enforcement remedies including denial
BMC 38.430.080 unambiguously forbids violation of PUD terms and provides enforcement
remedies for non-compliance. The statute states: "The failure to comply with any
of the terms, conditions of approval or limitations contained on the site plan,
landscape plan, building elevations, other approved documents, or other element
pertaining to a planned unit development which has received final approval from
the city may subject the applicant or current landowner to the enforcement remedies
contained in section 38.200.160." This provision makes clear that all PUD terms—including
those in the Master Plan and Development Guidelines—are legally binding, and failure
to comply subjects the violator to enforcement remedies. Site Plan #22047 violates
numerous PUD terms including Master Plan building size and location requirements,
Development Guidelines setbacks and design standards, and 1992 B-1 zoning requirements.
Under BMC 38.430.080, these violations require enforcement action. The City's approval
of a site plan that violates PUD terms not only fails to comply with this enforcement
mandate but actively enables violations that the code explicitly forbids.
The Site Plan violates comprehensive objectives of BMC 38.510.010.A for compatible
development and comfortable walking environment
Site Plan #22047 violates the comprehensive purposes of both Article 5 (BMC 38.500.010)
and the Block Frontage Standards (BMC 38.510.010.A). BMC 38.510.010.A establishes
two primary purposes: (1) "to design sites and orient buildings with an emphasis
on compatible development" and (2) creating "a comfortable walking environment."
The development places incompatible commercial buildings designed for a destination restaurant
closer to residences and open space rather than addressing streets.
It creates an uncomfortable walking environment by lining 100% of existing frontages
with parking lots, placing a dumpster at the trail gateway, and forcing pedestrians from the
trail system to navigate through parking areas. These features of the proposed development
compound the violations rather than achieving the standards' purposes. BMC 38.500.010
identifies broader Article 5 purposes including compatibility (38.500.010.D), enhancing
character (38.500.010.D), livability (38.500.010.F), and protecting property values
(38.500.010.G). The site plan fails every one of these tests, demonstrating that the the
proposed layout of buildings and parking fundamentally defeat rather than advance the code's
comprehensive objectives.
Approval represents selective enforcement – the City enforced same covenants against residential
violator in 2004 but refuses to enforce against commercial developer now
The City's approval of Site Plan #22047 represents arbitrary, capricious, and illegal
selective enforcement of the Sundance Springs PUD covenants. In 2004, when a residential
developer violated covenant setback requirements, the City characterized it as an
"illegal encroachment into a required rear yard," cited the covenants as the source
of "legally required setbacks," and required the developer to appear before the
City Commission to obtain a formal PUD amendment. The City treated the covenant
violation as a serious legal matter requiring Commission-level remediation. Yet
now, when the commercial developer violates dozens of covenant provisions—including
the same types of setback violations addressed in 2004—the City refuses to enforce
the covenants, claiming they are merely "private agreements." This disparate treatment
of residential versus commercial violators, enforcing covenants against small residential
setback violations while ignoring massive commercial violations, is arbitrary and
capricious. The City must enforce the covenants consistently against commercial
property as it did against residential property in 2004, or admit that its enforcement
practices are based on favoritism rather than legal requirements.
Approving the proposed develoment would constitute major change in the PUD terms, requiring
formal City Commission amendment per BMC 38.430.040.A.3.d.2, not administrative staff
approval
The City's implicit position that PUD terms automatically evolve to conform with
changes in the current BMC violates BMC 38.430.040.A.3.d's requirement that PUD
amendments be processed through formal procedures. If PUD requirements could simply
"evolve" with BMC updates, this would constitute a major change to the PUD's binding
terms without the due process protections mandated by BMC 38.430.040.A.3.d.(2).(a),
which requires City Commission approval in a public hearing for major PUD changes.
The code explicitly provides that PUD terms are locked in at approval unless formally
amended through the prescribed process. Allowing the 1992 B-1 zoning requirements
to be replaced by current zoning standards—without Commission review, without public
notice, without a hearing—effectively amends the PUD through administrative action
in violation of the Charter and BMC. PUD requirements do not evolve automatically
with the UDC; they evolve only through formal PUD amendment procedures that require
Commission approval. The City's substitution of current standards for the PUD's
1992 requirements constitutes an illegal administrative amendment of zoning terms
reserved to Commission authority.
Z-95125 Application Criteria show Development Guidelines (Covenants) relied upon extensively
for approval across dozens of 18.54.100.E criteria including architecture, scale, compatibility,
lighting, landscaping, groundwater, and integration with neighborhood
The Z-95125 Application Criteria (Tab 6) demonstrates that the City extensively
relied upon the Development Guidelines (Covenants) to approve the PUD across dozens
of required approval criteria under 1992 BMC 18.54.100.E. The application responses
cite specific Articles VIII through XI of the Covenants as the mechanism for satisfying
numerous approval criteria including: architectural treatments, building scale and
massing, compatibility with surrounding development, exterior lighting standards,
landscaping requirements, groundwater protection, and integration with the neighborhood
character. Each criterion under 18.54.100.E required an affirmative answer before
the PUD could be approved—and the City could not have answered "yes" to these questions
without relying on the Development Guidelines. This extensive reliance on the Covenants
to satisfy the approval criteria conclusively demonstrates that the City treated
the Development Guidelines as binding PUD requirements at the time of approval.
The City Attorney's claim that enforcement is limited to the City's "custom and
practice" of enforcing "covenants relied upon for approval" is satisfied here—the
Application Criteria prove the Covenants were relied upon extensively for approval.
Proposed development circumvents and violates protections afforded by PUD Master Plan,
Development Guidelines, Covenants, Municipal Code, and 1992 Zoning that neighbors relied
upon when purchasing properties
Residential property owners in Sundance Springs have upheld their PUD obligations
for over 25 years, maintaining the neighborhood character, stewarding open spaces,
and complying with covenant requirements—all while relying on the protections afforded
by the PUD's Master Plan, Development Guidelines, Covenants, Municipal Code, and
1992 zoning standards. These protections were the quid pro quo for accepting commercial
zoning in their residential neighborhood. The City of Bozeman was made a party to
the covenants by City Commission order, confirming these were not merely private
agreements but enforceable requirements with City oversight. Site Plan #22047 systematically
circumvents and violates every one of these protections: it ignores the Master Plan's
building size and use designations, violates the Development Guidelines' architectural
and setback requirements, exceeds the 1992 zoning limitations, and degrades the
tranquil open spaces that the HOA has maintained for the community's benefit. Neighbors
purchased their properties in reliance on these multilayered protections, and the
City's approval of a development that circumvents all of them represents a breach
of the fundamental bargain underlying the PUD.
The City Attorney characterized simple BMC compliance as 'strict' behavior and elevated the
City’s 'preferences' over mandatory legal requirements, claiming therefore a license to violate the
law
The City Attorney's May 19, 2023 letter reveals a fundamentally flawed understanding
of legal obligations by characterizing simple compliance with mandatory BMC requirements
as "strict" or extreme behavior. The letter acknowledges that the Approved Final
Plan is legally required but then characterizes adherence to this requirement as
"strictly adhering to" or "failing to" develop the property—as if following the
law were an optional, overly rigid position. This characterization creates a dangerous
precedent: if complying with mandatory code requirements can be dismissed as "strict"
behavior, the City has granted itself license to ignore any legal requirement it
finds inconvenient. The City Attorney's letter further elevates the City's "preferences"
and assessments of what would "reflect the community's needs and values today" above
explicit statutory mandates like BMC 38.100.030 and 38.430.040.A.3.d. This substitution
of preferences for legal requirements represents a breakdown in the rule of law,
where mandatory provisions become optional whenever staff determine that compliance
would be inconvenient or would not align with their current policy preferences.
June 28, 2023 Staff Report failed to acknowledge 190+ public comments showing BMC violations
and made no mention that Approved Final Plan is lost
The June 28, 2023 Staff Report to the City Commission recommending approval of Site
Plan #22047 failed to acknowledge the substance of over 190 public comments documenting
specific BMC violations and PUD requirement failures. Rather than addressing the
detailed legal arguments and code citations provided by the public, the Staff Report
dismissed community concerns without substantive response. Even more egregiously,
the Staff Report made no mention whatsoever that the Approved Final Plan is lost—arguably
the most critical fact affecting the City's ability to review the site plan against
binding PUD requirements. This omission prevented the City Commission from understanding
the fundamental basis for the community's objections and deprived Commissioners
of essential information needed to make an informed decision. The process by which
the City considers public comment is broken when nearly 200 detailed comments documenting
code violations can be submitted, yet the Staff Report neither acknowledges the
substance of these comments nor discloses to the Commission that the controlling
document establishing PUD requirements has been lost by the City.
City improperly applied BMC 38.430.070 (phased PUD application procedures) to Site Plan
review when 38.430.070 governs initial PUD applications, not development within approved
PUDs
The City committed a grievous procedural error by applying BMC 38.430.070 to the
review of Site Plan #22047. BMC 38.430.070 is titled "Applications for phased planned
unit developments" and BMC 38.430.070.B establishes "Approval procedures for phased
PUDs." This section governs the initial application process for creating a phased
PUD—the preliminary application submitted in 1995 (approved 1996) and the final
application submitted in 1997 (approved 1998). The current application is not an
"application for" a phased PUD; it is a site plan for development within an already-approved
phased PUD. Site plans for development within approved PUDs are governed by BMC
38.430.040.A.3.d, which requires compliance with the approved PUD terms and establishes
amendment procedures for major changes. By incorrectly applying section 38.430.070's
phased PUD application procedures to site plan review, the City used the wrong legal
framework, bypassed the actual requirements governing development within approved
PUDs, and avoided the major change analysis and potential Commission review that
BMC 38.430.040.A.3.d requires.
City incorrectly claims Master Plan Map is merely conceptual sketch with no binding
requirements, contradicting BMC 38.430.040.A.3.d and historic code requiring specific building
locations
The City's claim that the Master Plan Map is merely a "conceptual sketch" with no
binding requirements is unsupported, specious, and contradicts both current and
historical BMC provisions. The 1992 BMC 18.54.080.D.1 explicitly required the Master
Plan to show "proposed conditions pertaining to such elements as building locations"
and permitted the PUD to contain "approved building locations." Current BMC
38.430.040.A.3.d.(2).(b) confirms that PUDs can establish binding building location
requirements by defining
major changes requiring Commission amendment as including changes to "the number,
size, height or location of buildings." The Commission Memo's assertion that the
Master Plan Map has no binding requirements (packet page 337) is flatly contradicted
by the Municipal Code itself. The 2020 Concept Review (CONR-20298) relied on the
Master Plan Map to identify the site designation and applicable zoning. The Market
Study ordered by the Commission was based on the Master Plan's specific building
size and use designations. The City's retroactive characterization of the Master
Plan as merely "conceptual" ignores these authoritative uses of the Master Plan
and attempts to nullify binding PUD requirements through administrative recharacterization.
BMC defines minor changes to the PUD than can be approved adminstratively. The non-
compliant portions of the Site Plan are not minor changes and can’t be approved
administratively.
BMC 38.430.040.A.3.d.(2) defines three categories of major changes to a PUD that
require City Commission approval through formal amendment: (i) changes in the character
of development, (ii) changes in density or floor area ratio by more than 5%, and
(iii) changes to the number, size, or location of buildings. The Municipal Code
is explicit that PUDs can contain approved building locations and floor area limits,
making changes to these approved elements major modifications requiring Commission
review. Site Plan #22047 violates all three categories of major changes. First,
it fundamentally changes the character of development from a small-scale neighborhood
Village Store to a destination brewery/restaurant complex, violating the Development
Guidelines' architectural, scale, and compatibility requirements. Second, it increases
floor area by more than 140%—from 5,000 square feet shown on the Master Plan to
over 12,000 square feet proposed, far exceeding the 5% threshold. Third, it changes
the number of buildings (from one to two) and relocates buildings from street frontage
to positions facing open space and residential properties. Each of these changes
independently qualifies as a major change; together they demonstrate that Site Plan
#22047 requires formal PUD amendment with City Commission approval, not administrative
approval by staff.
Enforcing PUD Development Guidelines and Master Plan would align with current community
needs and values expressed in public comments
The City Attorney's May 19, 2023 letter claims that enforcing the PUD's Development
Guidelines and Master Plan would not "reflect the community's needs and values today."
This assertion is directly contradicted by the nearly 200 public comments submitted
in opposition to Site Plan #22047. These 194 comments requesting denial consistently
articulated current community values including: strict compliance with the BMC,
enforcement of PUD requirements and Development Guidelines, protection of the tranquil
open space character, preservation of the rural/agricultural neighborhood feel,
public safety concerns regarding parking and emergency access, and maintaining the
small-scale neighborhood-serving development that was promised when the PUD was
approved. Far from being outdated requirements that conflict with modern community
values, the Master Plan and Development Guidelines embody exactly the protections
that the current community is demanding. Enforcing these PUD requirements would
perfectly align with current community needs and values as demonstrated by overwhelming
public opposition to the site plan. The City Attorney's claim to the contrary ignores
the actual evidence of community values and substitutes staff preferences for genuine
community input.