HomeMy WebLinkAboutAppeal 25769 Presentation_Geoffrey PooleReview Process
Current code is the standard of review.
Current standard requires:
Compliance with all terms, elements, and
documents of an approved PUD
Review application against the PUD’s Approved
Final Plan
Final Master Plan
Final Development Guidelines
Issuance of permits only for those improvements
shown on the PUD’s Approved Final Plan
If there are conflicts, apply the more restrictive
standard.
Inadequacies of Review
When there were conflicts between various
applicable requirements of the Current Code, PUD,
and 1992 Zoning, the review consistently applied the
more lenient standard, violating BMC 38.10.050.A
The standard of review is the Current Code.
How can the 1992 Zoning be applicable?
Which PUD Development Guidelines were
not applied during review?
If both are applicable, what should happen
when the requirements conflict?
Inadequacies of Review
The review approves uses &
improvements not
indicated on the Approved
Final Plan, violating BMC
38.440.030.A
two buildings
outdoor dining patio
The City claims the Master Plan is a
“concept.” What evidence refutes this
position?
What evidence demonstrates that the
proposed uses on the Master Plan are binding?
Inadequacies of Review
The arrangement of buildings and parking has twice
been deemed non-compliant with BMC 38.510.020
(Block Frontage Standards):
2020 concept review
2024 appeal to the City Commission
2024 2025
Layout non-compliant Layout deemed compliant
Specifically, which Block Frontage Standards
are violated by the proposed building layout?
Motion
Having reviewed and considered Appeal #25769
seeking to overturn the decision of the conditional
approval of the Site Plan Application #25238, the
record of review, the terms of the PUD’s Master Plan
and Development Guidelines, staff and appellant
presentations, public comment, and all information
presented regarding Appeal 25769, I move to
overturn the conditional approval and deny Site Plan
Application #25238.
Which Development Guidelines were not
applied during review?
If both are applicable, what should happen
when the requirements conflict?
What evidence demonstrates that the proposed
uses on the Master Plan are binding?
The standard of review is the Current Code.
How can the 1992 standard be applicable?
The City claims the Master Plan is a “concept.”
What evidence refutes this position?
Specifically, which Block Frontage Standards
are violated by the proposed building layout?
Which Development Guidelines were not
applied during review?
If both are applicable, what should happen
when the requirements conflict?
The standard of review is the Current Code How
can the 1992 standard be applicable?
1992 Zoning Requirements
1) The Current requires enforcement of the
terms of the PUD Approved Final Plan.
Basis of Review
The Approved Final Plan is the basis of review.
Sec. 38.440.030.A
“Building permits and other development approvals shall be issued on the
basis of the approved final plan and any conditions of approval.”
“No City administrative personnel are permitted to issue permits for
improvements which are not indicated on the approved final plan with
the exception of [minor changes].”
PUDs are binding on
development
Compliance with all elements and approved
documents of a PUD is required.
Sec. 38.440.50
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.
1992 Zoning Requirements
1) The Current requires enforcement of the
terms of the PUD Approved Final Plan.
2) The Development Guidelines include binding
terms of the PUD’s Approved Final Plan.
2024 Appeal
City held the position that the covenants were
“private agreements” that need not be enforced.
Appellants presented evidence that:
Applicable code showed that the
Development Guidelines were required &
must be enforced
Application Z-95125 embedded Development
Guidelines in the covenants.
Commission reaffirmed Development
Guidelines
PUD Enforcement is Required
1) The Current requires enforcement of the
terms of the PUD Approved Final Plan.
2) The terms of the Approved Final Plan are the
Master Plan and Development Guidelines
3) The PUD Development Guidelines requires
enforcement of the terms of the 1992 code.
“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.”
PUD Development Guidelines
Which Development Guidelines were not
applied during review?
If both are applicable, what should happen
when the requirements conflict?
The standard of review is the Current Code.
How can the 1992 standard be applicable?
“The Current Code enforces the terms of the
PUD. The PUD’s development guidelines
requires consideration of the 1992 Zoning
Requirements.”
Which Development Guidelines were not
applied during review?
If both are applicable, what should happen
when the requirements conflict?
The standard of review is the Current Code How
can the 1992 standard be applicable?
Most Restrictive Standard
When rules conflict, the more restrictive
standard governs.
Sec. 38.100.050.A (Current Code)
"Wherever the requirements of this chapter are at variance
with the requirements of any other lawfully adopted rules or
regulations, or wherever there is an internal conflict within
this chapter, the most restrictive requirements, or those
imposing the higher standards, will govern."
Which Development Guidelines were not applied
during review?
If both are applicable, what should happen
when the requirements conflict?
The standard of review is the Current Code How
can the 1992 standard be applicable?
PUD Setback Requirements
1992 Zoning Requirements
1) Continuous screening vegetation; 8’ in width
2) 26’ parking aisle requirements
Use of Adjacent Property
City’s Position: Developer can place improvements on
adjacent ownership to meet UDC requirements.
2024: Trail for east building to “front”
2026: Landscaping to meet code requirements
Commission:
2024: Improvements on adjacent ownership can’t be
used to meet requirements.
2026: ???
Which Development Guidelines were not
applied during review?
If both are applicable, what should happen
when the requirements conflict?
What evidence demonstrates that the proposed
uses on the Master Plan are binding?
The standard of review is the Current Code.
How can the 1992 standard be applicable?
The City claims the Master Plan is a “concept.”
What evidence refutes this position?
Specifically, which Block Frontage Standards
are violated by the proposed building layout?
PUD Approval Process
Three Step Application Process:
Step 1: Concept Plan
Step 2: Preliminary Plan
Step 3: Final Plan
Timeline:
199? – Concept Review Completed
1996 – Preliminary Approval (conditional)
1998 – Final Approval
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125 (1996)
Master Plan
Development
Guidelines
Cond. of Appr.
Integrate CoA into:
Master Plan
Development
Guidelines
Final Review
Z-9812 (1998)
Basis of Review
The Approved Final Plan is the basis of review.
Sec. 38.440.030.A
“Building permits and other development approvals shall be issued on the
basis of the approved final plan and any conditions of approval.”
“No City administrative personnel are permitted to issue permits for
improvements which are not indicated on the approved final plan with
the exception of [minor changes].”
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125
Master Plan
Development
Guidelines
Cond. of Appr.
Final Review
Z-9812
Integrate CoA into:
Master Plan
Development
Guidelines
Approved
Final PlanBasis of Review:
PUDs are binding on
development
Compliance with all elements and approved
documents of a PUD is required.
Sec. 38.440.50
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.
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125
Master Plan
Development
Guidelines
Cond. of Appr.
Final Review
Z-9812
Integrate CoA into:
Master Plan
Development
Guidelines
Approved
Final PlanBasis of Review:
Compliance with all terms and documents is required.
2024 Commission Memo
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125
Master Plan
Development
Guidelines
Cond. of Appr.
Final Review
Z-9812
Integrate CoA into:
Master Plan
Development
Guidelines
Approved
Final PlanBasis of Review:
Compliance with all terms and documents is required.
Basis of Review
The PUD’s Approved Final Plan is the basis of
review.
Sec. 38.440.030.A
“Building permits and other development approvals shall be issued on the
basis of the approved final plan and any conditions of approval.”
“No City administrative personnel are permitted to issue permits for
improvements which are not indicated on the approved final plan with
the exception of [minor changes].”
PUDs are binding on
development
Compliance with all elements and approved
documents of a PUD is required.
Sec. 38.440.50
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.
The Bozeman City Commission found that the proposed Zoning
Planned Unit Development for application Z-95125 … could
comply with [all requirements] ... if certain conditions are
imposed on the project. The evidence that justifies the conditions
is that the subdivision must comply the above-referenced
documents.”
Created by Commission Order
Review Process
Current code is the standard of review.
Current standard requires:
Compliance with all terms, elements, and
documents of an approved PUD
Review of the application against the PUD’s
Approved Final Plan
Final Master Plan
Final Development Guidelines
Issuance of permits only for those improvements
shown on the PUD’s Approved Final Plan
If there are conflicts, apply the more restrictive
standard.
What evidence demonstrates that the proposed
uses on the Master Plan are binding?
Questions so far?
The City claims the Master Plan is a “concept.”
What evidence refutes this position?
2026 Commission Memo
2024 Commission Memo
PUD Approval Process
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125
Master Plan
Development
Guidelines
Cond. of Appr.
Final Review
Z-9812
Integrate CoA into:
Master Plan
Development
Guidelines
2024 Commission Memo
...
What evidence demonstrates that the proposed
uses on the Master Plan are binding?
The City claims the Master Plan is a “concept.”
What evidence refutes this position?
“The Final Master Plan identified by the City
is an document associated with an approved
PUD. The clear language of the current
standard mandates compliance with the
terms.
“Contrary to the assertion of the 2026
Commission Memo, the Master Plan in the
Preliminary Application was required to be a
“Detailed Site Plan.”
2026 Commission Memo
“If [the PUD is] developed in accordance with the
approved Master Plan and Development Guidelines...”
“the City Commission must determine that the detail in
the proposed Master Plan and Development Guidelines
is sufficient...”
“to support a finding that the phased PUD will comply
with all requirements for PUD approval.”
PUD Application Criteria
1995 Staff Report
PUD Application Criteria
1995 Staff Report
PUD Application Criteria
1995 Staff Report
PUD Application Criteria
1995 Staff Report
PUD Application Criteria
1995 Staff Report
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125
Master Plan
Development
Guidelines
Cond. of Appr.
Final Review
Z-9812
Integrate CoA into:
Master Plan
Development
Guidelines
Condition of Approval #29
Summary of Approval Process
Concept
Review
Concept Sketch
Current Conditions
Proposed Land Use
Prelim. Application
Z-95125
Master Plan
Development
Guidelines
Cond. of Appr.
Final Review
Z-9812
Integrate CoA into:
Master Plan
Development
Guidelines
Approved
Final PlanBasis of Review:
Which Development Guidelines were not
applied during review?
If both are applicable, what should happen
when the requirements conflict?
What evidence demonstrates that the proposed
uses on the Master Plan are binding?
The standard of review is the Current Code.
How can the 1992 standard be applicable?
The City claims the Master Plan is a “concept.”
What evidence refutes this position?
Specifically, which Block Frontage Standards
are violated by the proposed building layout?
Block Frontange Standards (Current Code)
F. Multiple frontage situations where a property and building(s)
front onto multiple block frontages or internal frontage
designations.
1. When a building or buildings is located such that it faces and is
adjacent to multiple block frontages, the orientation of the front of
the building must be sited and placed on the property in the
following order of precedence:
a. Streets (all types, see subsection F.2 below).
b. Trail/Park.
c. Special residential or internal roadway (parking
areas/lots, block separation corridors).
3. All buildings must be placed and designed to present the front and primary
facade to the block frontage or street block frontage that is highest in the
order of precedence.
Block Frontange Standards (Current Code)
Block Frontange Standards (Current Code)
Block Frontange Standards (Current Code)
F. Multiple frontage situations where a property and building(s)
front onto multiple block frontages or internal frontage
designations.
1. When a building or buildings is located such that it faces and is
adjacent to multiple block frontages, the orientation of the front of
the building must be sited and placed on the property in the
following order of precedence:
a. Streets (all types, see subsection F.2 below).
b. Trail/Park.
c. Special residential or internal roadway (parking
areas/lots, block separation corridors).
3. All buildings must be placed and designed to present the front and primary
facade to the block frontage or street block frontage that is highest in the
order of precedence.
Block Frontange Standards (Current Code)
Block Frontange Standards (Current Code)
2020 Concept Review
2024 Appeal
Block Frontage Standards
2024 2025
Layout non-compliant Layout deemed compliant
Burden of Proof
The developer’s burden is to prove compliance.
Sec. 38.100.080.A
"It is the obligation of the person proposing the development to
demonstrate compliance with all applicable standards and regulations."
Legacy PUD’s (Current Code)
Sec. 38.440.030.
A. Issuance of building permits and other development approvals are based
on the approved final plan and any conditions of approval. No city
administrative personnel are permitted to issue permits for improvements
which are not indicated on the approved final plan with the exception of the
following:
1) Minor changes to a planned unit development may be approved
administratively and in writing, whereupon a permit may be issued.
2) Minor changes are defined as follows:
a) Those developments that do not change the character of the
development;
c) An increase of less than five percent in the approved gross leasable
floor areas of retail, service, office and/or industrial buildings;
d) A change in building location or placement less than 20 percent of the
building width without compromising requirements of the UDO;
B. Changes greater than minor changes must be processed as a PDZ subject
to 38.430. (Ord. No. 2104, § 21, 9-27-2022; Ord. No. 2155, § 26, 5-14-2024)
Uses: 1995 Staff Report
Commission’s 2024 Findings
City’s Position (Commission Memo: Appeal 25769)
Language of the Development Guidelines
Existing Trail
Parking
Buildings
21
Existing Trail
Block Frontage Standards
Compliance with the Master Plan is Mandatory
1992 Zoning Code: Phased PUD Review Criteria (18.54.080.C)
“DRB and DRC review and approval [of development under phased
PUDs] shall assure compliance and consistency with said Master
Plan and Development Guidelines.”
Basis of Review
The Approved Final Plan is the basis of review.
Sec. 38.440.030.A
“Building permits and other development approvals shall be issued on the
basis of the approved final plan and any conditions of approval.”
“No City administrative personnel are permitted to issue permits for
improvements which are not indicated on the approved final plan with
the exception of [minor changes].”