HomeMy WebLinkAbout02-18-26 - Historic Preservation Advisory Board - Agendas & Packet MaterialsA. Call to Order - 6:00 pm
B. Disclosures
C. Changes to the Agenda
D. Public Service Announcements
E. Approval of Minutes
E.1 Approval of Minutes(Ruffalo)
F. Consent
G. Public Comments on Non-agenda Items Falling within the Purview and Jurisdiction of the Board
THE BOZEMAN HISTORIC PRESERVATION ADVISORY BOARD OF BOZEMAN, MONTANA
HPAB AGENDA
Wednesday, February 18, 2026
General information about the Historic Preservation Advisory 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 Sarah Rosenberg, srosenberg@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
+1 669 900 9128
Access code: 973 0055 8356
Approve
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H. Special Presentation
H.1 NCOD Design Guideline Update - Project overview and consultant introduction (Lakota
Group)
I. Action Items
I.1 NCOD Design Guidelines Update Community Engagement Plan Discussion (Rosenberg)
J. FYI/Discussions
K. Adjournment
This is the time to comment on any non-agenda matter falling within the scope of the Historic
Preservation Advisory 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
Board cannot take action on any item which does not appear on the agenda. All persons
addressing the 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 on their Laserfiche repository page.
This board generally meets the 3rd Wednesday of the month from 6:00 to 8:00pm
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.
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Memorandum
REPORT TO:Bozeman Historic Preservation Advisory Board
FROM:Trenton Ruffalo
SUBJECT:Approval of Minutes
MEETING DATE:February 18, 2026
AGENDA ITEM TYPE:Minutes
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:
02212026 HPAB Minutes.pdf
Report compiled on: January 27, 2026
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Bozeman Historic Preservation Advisory Board Meeting Minutes, 01.21.26
Page 1 of 2
THE HISTORIC PRESERVATION ADVISORY BOARD MEETING OF BOZEMAN, MONTANA
MINUTES
JANUARY 21ST, 2026
General information about the Historic Preservation Advisory Board is available in our Laserfiche
repository.
A) 00:09:29 Call to Order - 6:00 pm Present: Chelsea Holling, Allyson Brekke, James Webster, Ashley Wilson
Absent: Mitchell Korus
Excused: Michael Wiseman
B) 00:11:47 Disclosures
C) 00:16:13 Changes to the Agenda
D) 00:16:17 Approval of Minutes
D.1 Approval of Minutes
101525 HPAB Minutes.pdf
00:16:27 Motion to approve
James Webster: Motion
Ashley Wilson: 2nd
00:16:32 Vote on the Motion to approve The Motion carried 4 - 0.
Approve:
Chelsea Holling, Allyson Brekke, James Webster, Ashley Wilson
Disapprove:
None
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Bozeman Historic Preservation Advisory Board Meeting Minutes, 01.21.26
Page 2 of 2
E) 00:16:56 Public Comments on Non-agenda Items Falling within the Purview and
Jurisdiction of the Board
00:17:50 Daniel Carty provides public comment
00:20:43 Danielle Nickolas provides public comment
00:21:09 Marcia Kaveny provides public comment
F) 00:21:47 FYI/Discussions
F.1 00:21:51 City Ethics Training
F.2 00:53:02 Historic Preservation Project Update - Local Landmark Program and
NCOD Design Guidelines
G) 01:54:55 Adjournment
This board generally meets the 3rd Wednesday of the month from 6:00 to 8:00pm
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Memorandum
REPORT TO:Bozeman Historic Preservation Advisory Board
FROM:Sarah Rosenberg, Associate Planner/Historic Preservation Officer
Rebecca Harbage, Deputy Director of Community Development
Erin George, Director of Community Development
SUBJECT:NCOD Design Guideline Update - Project overview and consultant
introduction
MEETING DATE:February 18, 2026
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Receive presentation and ask questions.
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 City of Bozeman is in the early stages of updating the Bozeman
Guidelines for Historic Preservation and the Neighborhood Conservation
Overlay District ("NCOD Design Guidelines"). These guidelines were originally
adopted in 2006 and had a minor update in 2015. This update will include an
overhaul of the guidelines to align with current best practices in historic
preservation, respond to community goals and values, and support the
ongoing Local Landmark Project. The Community Development Department
hired the Lakota Group as the consultant to provide their services to update
the design guidelines. The Lakota Group was selected as the best qualified
firm to complete this work, following a competitive procurement process.
Lakota’s project team includes highly qualified historic preservation,
architecture and planning professionals and they have completed similar
historic design guideline updates for many other municipalities around the
country. This contract was approved by City Commission on October 28,
2025.
This special presentation will introduce the Lakota Group who will attend
the HPAB meeting virtually. During the presentation, the Lakota Group will
highlight their experience, share some case studies of work they have done
around the country, and give a brief project overview. After the
presentation, HPAB members will have an opportunity to ask questions.
UNRESOLVED ISSUES:NA
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ALTERNATIVES:NA
FISCAL EFFECTS:Funds for this project were included in the FY25-26 biennial budget.
Report compiled on: February 11, 2026
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Memorandum
REPORT TO:Bozeman Historic Preservation Advisory Board
FROM:Sarah Rosenberg, Associate Planner/Historic Preservation Officer
Rebecca Harbage, Deputy Director of Community Development
Erin George, Director of Community Development
SUBJECT:NCOD Design Guidelines Update Community Engagement Plan Discussion
MEETING DATE:February 18, 2026
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Provide recommendation to City Commission
STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the
community in city government, innovating methods for inviting input from
the community and stakeholders.
BACKGROUND:The City of Bozeman has made a commitment to increase community
engagement in decision making processes. From the adoption of the 2018
Strategic Plan to the Engage Bozeman platform in 2021, the City has
established guiding principles to help develop tools and techniques for
effective engagement efforts. Furthermore, as a community that must
adhere to the Montana Land Use Planning Act, any City led project is
required to develop a community engagement plan that identifies and
establishes a process and methods for engaging public on process.
City staff will provide an overview of the NCOD Design Guidelines Update
Community Engagement Plan which highlights the goals of the project,
timeline, and methods proposed to ensure there is public feedback and
community input. HPAB will have the opportunity to ask questions and give
feedback, ultimately providing a recommendation to the City Commission
who adopts the final plan.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As identified by the Historic Preservation Advisory Board
FISCAL EFFECTS:Funds for the NCOD Design Guidelines update project have been budgeted.
Attachments:
Community Engagement Plan.pdf
Report compiled on: February 12, 2026
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COMMUNITY ENGAGEMENT PLAN
Neighborhood Conservation Overlay District (NCOD) Design Guideline Update
Project Overview
This project will provide a comprehensive update of the Bozeman Guidelines for Historic Preservation
and the Neighborhood Conservation Overlay District, herein called “design guidelines”. The design
guidelines were originally adopted in 2006, had a minor update in 2015, and apply to the Neighborhood
Conservation Overlay District (NCOD). The NCOD has been in place since 1991 and contains over 4,000
properties and nine National Register Historic Districts located in and around Bozeman’s historic
downtown core. The NCOD was created to stimulate the restoration and rehabilitation of structures
while also inviting new construction that enhances the character and function of the area. Within the
NCOD, any exterior modification requires design review through a Certificate of Appropriateness
application. The current guidelines provide general direction about the design of changes to existing
structures, additions, new construction, and site work. They are not meant to dictate solutions but
define a range of appropriate responses to a variety of design issues.
This project aims to update the design guidelines to consider current best practices in historic
preservation, respond to community goals and values, and support the ongoing Local Landmark Project,
which is a broader initiative to revise the historic preservation program, update associated code, and
establish a local landmark program.
The updated design guidelines will provide a valuable resource for property owners, permit applicants,
and the design community when considering renovations, alterations, or new construction of structures
within the NCOD. The project seeks to update the guidelines to achieve the following goals:
• Better reflect contemporary preservation standards and nationally accepted best practices such
as the Secretary of Interior’s Standards for the Treatment of Historic Properties.
• Address Bozeman’s community character, local conditions and priorities.
• Guide new construction and infill.
• Improve usability, organization, and visual clarity.
Public feedback and community input are key to the project’s success and will be incorporated
throughout the process. This document provides an overview of community engagement strategies.
Key Terms:
• Certificate of Appropriateness: A City of Bozeman permit required for all exterior alterations,
new construction, demolition, or the movement of buildings on properties within the NCOD.
• Design Guidelines: A City of Bozeman preservation planning document for use by property
owners, permit applicants, design professionals, and City staff that assists in making informed
decisions regarding the design of structures within the NCOD district through the Certificate of
Appropriateness process.
• Historic preservation: The practice of identifying, protecting, and maintaining buildings, sites,
objects, and landscapes with historical, architectural, or cultural significance to ensure they are
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preserved for future generations, telling important community stories, and maintaining
community character. It may involve various methods like preservation, rehabilitation,
restoration, and reconstruction to protect our significant heritage and promote understanding
of the past. Historic Preservation can also involve community education initiatives and financial
incentive programs.
• Local Landmark Program: A new program being developed by the City of Bozeman to enable
locations across the city to be recognized for historic and cultural significance.
• National Register of Historic Places: The nation’s official list of buildings, sites, structures, and
landscapes significant in the history, architecture, archaeology, and culture of the United States.
National Register listing is honorary and may include individual properties or districts.
• Neighborhood Conservation Overlay District (NCOD): An area, designated in 1991, in and
around Bozeman’s historic downtown core where regulations beyond standard zoning apply to
proposed alterations, additions, and new construction.
• Secretary of the Interior’s Standards for Rehabilitation: Nationally accepted principles for the
rehabilitation of historic properties. The Standards emphasize maintaining the historic design,
materials, and physical form of a building.
Project Leads:
City of Bozeman
• Sarah Rosenberg, Historic Preservation Officer/Associate Planner
• Rebecca Harbage, Deputy Director of Community Development
• Erin George, Director of Community Development
Consultants (The Lakota Group)
• Matt Cole, Project Manager
• Siraj Asfahani, Lead Preservation Planner
• Douglas Kaarre, Preservation Planner
• Douglas Gilbert, Preservation Architect
Key Partners:
Internal
• City Commission (decision maker)
• Community Development Department
• Communications & Engagement Division
• Legal Department
Advisory Boards
• Historic Preservation Advisory Board
• Community Development Board
External
• General Public
• Northeast Neighborhood Association
• Bogert Park Neighborhood Association
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• Cooper Park Neighborhood Association
• Jandt Neighborhood Association
• Midtown Neighborhood Association
• South Central Association of Neighbors
• University Neighborhood Association
• Design professional/development community
• Nonprofits and organizations that are affiliated with historic preservation
• Downtown Bozeman Partnership
• Montana State University
Planning for Engagement & Participation
Define Decision Making:
Decision making is at the core of how we plan community engagement. It is essential to provide clarity
on what decisions will be made, who will make them, and what information will be considered
throughout the process. Many decisions are made throughout a given City project. The City’s approach
calls on project teams to consider which decisions have already been made and which decisions can be
made more sustainable by engaging the community. This section describes the decision-making process
and the specific decision points at which the public may contribute. The project team is committed to
ensuring the public is equipped with the right information and tools to contribute to a given decision.
The City Commission is the final decision-maker on this project and will decide whether to adopt the
updated design guidelines through a formal public hearing process that considers community input,
legal review, and the recommendations of the project team and Historic Preservation Advisory Board.
Throughout the course of this project, the public will have opportunities to shape the final
recommendations by providing feedback that helps define the problem, fill potential information gaps,
develop common understanding of decision criteria, and evaluate proposed alternatives prior to final
decision-making.
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At the time of drafting this plan, no specific decisions have been made beyond the decision to prioritize
updates to the design guidelines and hire a consultant to support the project. It is important to
recognize that the work being done with the Local Landmark Project, and decisions being made on that
project, may influence the design guidelines update.
Level of Community Engagement: Inform, Consult, and Involve.
After there is clarity on the decision(s) and how the public will participate in the decision-making
process, the project team determines the appropriate level of engagement. The public participation
spectrum from the International Association for Public Participation (pictured below) is a commonly
used tool for outlining different levels of engagement based on desired outcomes. It helps set
expectations around participation in the process and ability to influence decisions. The public can expect
that all levels of engagement will include one-way communications to provide the community with the
resources and information they need to contribute effectively.
Community engagement is an essential component of updating the design guidelines. The goal of public
engagement in this project is to inform the community and stakeholders about the role of design
guidelines and to gather meaningful input about community values and priorities related to historic
preservation, neighborhood character, and design review, as well as input regarding usability of the
document. Engagement will focus on building shared understanding of the need for and purpose of the
design guidelines to ensure that the update is grounded in local knowledge and informed by those who
live, work, and invest in the area. It is our goal to foster a sense of ownership and collaboration resulting
in design guidelines that reflect the community’s vision of the NCOD and historic preservation.
Methods of Engagement:
Engagement on this project will be conducted using a variety of methods with the promise that the
public will be informed, consulted, and involved throughout. There will be multiple opportunities for the
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public and stakeholders to learn about the project and process and to provide feedback and
recommendations as revisions to the design guidelines are drafted. The methods used to engage the
community in this effort will include the following:
• Community open houses and informational exhibits
• Stakeholder meetings, both virtual and in person settings
• Facilitated conversations with a neighborhood focus group which will be made up of a
representative from each neighborhood association located within the NCOD and the
Downtown Bozeman Partnership.
• Progress updates with the Community Development Board and City Commission
• Work sessions with the Historic Preservation Advisory Board (HPAB)
• Social media posts
• Engage Bozeman project page
• Public hearings with HPAB, Community Development Board, and City Commission
Community engagement should be flexible to allow public interest and participation which will help
guide the selection of engagement methods. Over the course of the project, it may make sense to
consider different or additional engagement methods such as:
• Online survey or questionnaire
• Walking conversation tours
Community engagement efforts will be led by the Lakota Group and City staff. Not all methods of
engagement will include in person visits from the Lakota Group. Stakeholder input, project schedule,
and project funding may also affect whether such additional engagement methods are utilized.
Engagement results will be compiled and summarized into a community engagement memorandum that
will be presented to the Historic Preservation Advisory Board and posted on the Engage Bozeman
project page.
Project Timeline
This section breaks down the project timeline to describe how and when engagement will occur. The
timeline is an estimate and both the timing and engagement activities are subject to change based on a
variety of factors.
Timeline: Winter 2026
• Project Phase: Project Introduction
• Actions: Introduce consultant team at Historic Preservation Advisory Board February meeting,
discuss project timeline and approach, and give overview of Community Engagement Plan.
Introduce consultant team to City Commission and present Community Engagement Plan for
City Commission adoption in March. Upon approval of the Community Engagement Plan, create
Engage Bozeman page and develop the neighborhood focus group.
• Tools and Techniques: Published agenda, HPAB and City Commission public hearing, direct
outreach to form neighborhood focus group.
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Timeline: Spring 2026
• Project Phase: Community Engagement
• Actions: Consultant in person visit in April to conduct community engagement opportunities
with the public and external partners for feedback on existing design guidelines. Work session
with Historic Preservation Advisory Board. Meeting with neighborhood focus group and any
other stakeholder groups. Possible additional community engagement efforts conducted by staff
outside of consultant in person visit.
• Tools and Techniques: Engage Bozeman post, in person and virtual engagement events,
stakeholder meetings, meeting with neighborhood focus group, social media posts, published
agenda, HPAB work session.
Timeline: Late Spring 2026
• Project Phase: Community Engagement Memorandum
• Actions: Develop Community Engagement Memorandum that includes summary of community
engagement activities, feedback and lessons learned. Solicit feedback from City of Bozeman
staff and neighborhood focus group on draft of memorandum and make revisions prior to
sharing publicly. Post final memorandum on Engage Bozeman.
• Tools and Techniques: Community engagement memorandum, Engage Bozeman post, meeting
with neighborhood focus group.
Timeline: Early Summer 2026
• Project Phase: Community Engagement Findings Presentation
• Actions: Project team presents findings and community engagement memorandum to Historic
Preservation Advisory Board.
• Tools and Techniques: Historic Preservation Advisory Board work session, published genda,
Engage Bozeman post.
Timeline: Summer 2026
• Project Phase: First Draft Development
• Actions: Project team develops draft design guidelines using public input received to-date.
Solicit feedback from City of Bozeman staff.
• Tools and Techniques: Develop first draft of design guidelines and revise to incorporate staff
input.
Timeline: Early Fall 2026
• Project Phase: Public Review of First Draft Design Guidelines
• Actions: Consultant in person visit, in person and virtual engagement events to present draft
design guidelines. Hold work session with Historic Preservation Advisory Board to review draft.
Solicit feedback on draft from neighborhood focus group. Provide update on draft to
Community Development Board and City Commission for discussion.
• Tools and Techniques: Engage Bozeman post, social media posts, in person and virtual
engagement events, Historic Preservation Advisory Board work session, meeting with
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neighborhood focus group, Community Development Board and City Commission public
hearings, published agenda.
Timeline: Late Fall 2026
• Project Phase: Final Design Guidelines Development
• Actions: Project team develops final draft of design guidelines based on feedback gathered from
all engagement methods, Historic Preservation Advisory Board, Community Development Board,
City Commission, and City staff.
• Tools and Techniques: Develop final draft of design guidelines.
Timeline: Late Fall/Early Winter 2026
• Project Phase: Public Review and Project Recommendation of Final Draft
• Actions: Public hearings at Historic Preservation Advisory Board and Community Development
Board to provide final recommendation to the City Commission.
• Tools and Techniques: Engage Bozeman post, public notice, social media posts, published
agenda, HPAB and Community Development Board public hearing.
Timeline: Winter 2026/2027
• Project Phase: Project Approval
• Actions: Public hearing at Commission and adoption.
• Tools and Techniques: Engage Bozeman project page, public notice, social media posts,
published agenda, City Commission public hearing.
Engagement Wrap-up
1. How will you show what you heard from members of the public and how public input has
influenced the plan?
a. Community engagement memorandum, design guidelines drafts and revisions, and
presentations to the Historic Preservation Advisory Board, Community Development
Board, and the City Commission will include a summary of where public input helped
shape final outcomes.
2. How will you go about evaluating the success of the engagement effort?
a. Engaging neighborhoods throughout each stage of the process through representation
on the neighborhood focus group and having the focus group broadly support the final
product.
b. Reaching at least 1000 visits to our website and engaging in person with at least 100
people.
c. Having the Historic Preservation Advisory Board support and champion the final
recommendations to City Commission.
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