HomeMy WebLinkAbout07-15-26 Public Comment - M. Bateson - Re_ Public comment on NCOD rewrite process From: Mary Bateson
To: Scott and Frances Boyd; Bozeman Public Comment
Subject: [EXTERNAL]Re: Public comment on NCOD rewrite process
Date: Wednesday,July 15,2026 7:27:07 AM
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Scott Boyd, thank you for making your comments to the City Commission. I hope that they
heed your words. With this reply, I am sending my endorsement of your comments to the
City.
Mary Bateson, Bozeman resident
On Tue, Jul 14, 2026, 11:15 PM Scott and Frances Boyd<sfmclbo d(a sbcglobal.net>wrote:
Bozeman City Commission
Bozeman Historic Preservation Advisory Board
RE: Public comment on the NCOD Design Standards update, and the single
question Section 2.3 will decide.
Dear Mayor, Commissioners, and Board Members:
The NCOD Design Standards update is long-requested, long-deferred, and long-paid-
for, and its arrival is welcome. The 2006 guidelines have served the district well for
two decades, and at the level of their basic design,they still do: the framework of policy
statements, defined compliance terms, and an applicant-borne impracticability
exemption is sound, and remains good practice today. What the update should do is
not start over from whole cloth but clarify and extend a document that fundamentally
works: sharpen the handful of points that have proven confusing to some readers, even
though the document defines them, and add the guidance for larger buildings that a
smaller, earlier Bozeman had less need to write. That is a worthwhile and overdue
project, and this letter supports it.
This letter concerns one subsection of the draft outline, and I believe it is the
subsection on which everything else turns.
Section 2.3: "Regulatory vs Advisory (Non-regulatory)."
The Lakota Group's July 2 document summary describes it plainly: Section 2 "will also
explain how the Standards include both advisory and regulatory guidelines."Which
provisions bind and which merely advise is the question that determines whether the
NCOD continues to function as a conservation overlay. The four tiers,the eleven
sections, and the materials matrices are all downstream of it.
I am writing to ask the Commission and the Board to make that decision openly and
deliberately,and for the Commission to make it on a recorded vote, rather than
allowing it to be settled by a drafting convention inside a consultant's document.
What this letter is not: it is not a request that the guidelines be frozen in place. They
would benefit from clarification and from more to say about larger buildings, and the
draft makes real improvements in organization and scope that are worth keeping. My
concern is the opposite of nostalgia: that in the course of a rewrite meant to clarify and
extend a working document, the one thing that should be preserved, an enforceable
check on mass and scale, is at risk of being quietly set aside.
And there is a reason this question is live now rather than academic. In the recent
Unified Development Code update,the Commission deliberately increased base-
zoning density across much of the city, including within the NCOD. That was a
legitimate choice, and I am not objecting to it. But it makes the present question
unavoidable: now that more units are permitted on more lots, the remaining question
is what those units will look like where they meet the street. If a parcel permits eight
homes,there is no reason eight homes should not be built there, provided the
building that holds them sits properly on its block. That is not an obstacle to the
Commission's density goals. It is the definition of the "gradual and predictable increase
in density"that the City's own growth policy calls for.
1. This Is Not Growth Versus Preservation, and the Ordinance Says
So
The choice is repeatedly framed as growth against preservation, a living city against a
museum. The NCOD's own text refuses that framing, and has since 1991. BMC §
38.340.010, on the books for thirty-five years:
"New construction will be invited and encouraged provided primary
emphasis is given to the preservation of existing buildings and further
provided the design of such new space enhances and contributes to the
aesthetic character and function of the property and the surrounding
neighborhood. Contemporary design will be encouraged, provided it is in
keeping with the above-stated criteria, as an acknowledged fact of the
continuing developmental pattern of a dynamic, changing community."
New construction is invited. Contemporary design is encouraged. Change is "an
acknowledged fact." Whoever wrote that was not trying to freeze Bozeman; they were
trying to ensure that the city that was plainly coming would be built with the
neighborhoods rather than on top of them. The same posture runs through the
guidelines,which expressly"anticipate"buildings "larger than many of the earlier
structures"; through Subchapter 4B (2015),which calls varied mass and scale
"inevitable" and part of"a more interesting urban pattern that continues to evolve";
and through the City's growth policy,which speaks of a "gradual and predictable
increase in density" and a "sense of place."A member of this Commission put it best
from the dais in 2 02 5: the overlay"promises that growth and development will happen
with the neighborhood, not in spite of it."
The honest objection, and the honest answer. There is a fair version of the
counterargument, stated by a former mayor: the guidelines "give very little guidance
when it comes to higher density urban development." There is something to that. The
2006 document was written for a smaller city and says more about houses than about
large apartment buildings, and it can and should say more about the latter. That is a
reason to add to the document,which is exactly what this process is for. It is not a
reason to treat the document as binding on no one.A thin patch of guidance is not a
repeal of the standard, and the drafters anticipated exactly this situation: under Part
II.F,where "the detailed design guidelines do not appear to address the situation,this
general policy statement shall serve as the basis for determining the appropriateness
of the proposed work." The gap was covered by design. The right response to a gap is
to fill it with more specific standards for larger buildings, not to declare the
whole document advisory.
2. Density and Bulk Are Different Variables, and the Guidelines
Regulate Only One
If the Commission wants more housing inside the NCOD, it should know something
largely absent from this debate: nothing in the NCOD guidelines limits how many
homes may be built on a lot. No unit cap, no maximum density, no minimum lot area
per unit, no floor-area ratio. Every one of those levers lives in base zoning,which this
Commission controls directly.What the guidelines regulate is shape, and shape and
density are not the same variable.
Read the multi-household guidelines as instructions rather than restrictions: step the
height down toward the street and the rear; divide large masses into modules similar
in size to nearby buildings; develop a large lot with several buildings rather than one;
break a long facade into subordinate planes.And most tellingly:
"The back side of a building may be taller than the front, and still appear to be
in scale, if zoning regulations permit and the change in scale will not be
perceived from public ways."
In 2006,the drafters wrote an express permission to build taller at the rear, out of
sight of the street. That is not someone trying to stop housing. It is a designer telling a
developer where to put the extra floors. Not one of these guidelines removes a
single dwelling unit.
The City has already been told where its density is. The 2015 report's own
recommendations for infill inside the NCOD were ground-floor ADUs, by-right
development on small platted lots, reduced lot widths and minimum lot sizes,
increased lot coverage, and reduced parking. Every one of them adds homes without
adding bulk, and the report attached its own condition: such development"should
have appropriate standards for context sensitive design." That advice was largely not
taken.
The honest concession. Contextual massing is not free. Stepping a building down
costs floor area; breaking a slab into modules costs money; small-lot infill is slower to
finance. These are real costs. So the claim is not that compatibility is costless. It is
narrower, and it is enough:
Mass-and-scale review shapes density. It does not prohibit it.
If the added cost of shaping density well is what stands between Bozeman and the
housing it needs,the Commission should confront that cost directly and pay it directly,
through subsidy,land, fee waivers, or density bonuses tied to good form.What it
should not do is close the gap by declaring the standard inapplicable. That does not
make contextual housing cheaper. It only stops asking for it.
3. What the Code Already Says, Before Anyone Drafts a Word
The rewrite is being written into an existing code that the Commission re-adopted,
unchanged, through Ordinance 21S1. That architecture answers several of the
questions the rewrite is being asked to answer, and the drafting should either work
within it or amend it in the open.
• The code will incorporate the new NCOD Design Standards by
reference, and that reference is what gives them force. BMC § 38.110.010
gives any document referenced by title in Chapter 38 "the meaning, scope, and
authority granted by this chapter and identified in the document." Once Chapter
38 refers to the adopted NCOD Design Standards by title, as it now refers to the
2006 guidelines,those Standards carry regulatory authority whether their
cover reads "Guidelines" or "Standards." The name on the cover does not fix
legal effect; the code does, and so does the document's own text. (This is a
separate point from the Secretary of the Interior's Standards for Rehabilitation,
discussed in Section 6,which the code incorporates through a different
provision.)
• The code makes that document mandatory in review. BMC §
38.240.020.E.4: the review authority"must be guided by" the guidelines,
expressly"for new structures," "to determine whether the proposal is
compatible with any existing or surrounding structures." Under§ 1.01.030.A.11,
"must" is mandatory.
• Mass and scale are already in the code, not merely in the guidelines.
BMC § 38.240.020.E.2 provides that compatibility review"must focus upon"
height, the relationship of building masses and spaces, and scale. Even if the
new Standards were entirely advisory,this provision would remain and
would still require review to address mass and scale.A Standards document
that assigns mass and scale to advisory status does not remove it from COA
review; it leaves the reviewer applying a mandatory code criterion with no
adopted guidance. That is the worst of both worlds, and the drafting should be
designed to avoid it.
• Within the NCOD,the overlay supersedes Article 5. BMC §
38.500.020.A.1: Article 5 (Project Design) prevails over the rest of the UDC
"unless otherwise noted," and then notes exactly one exception, that within the
NCOD the overlay's provisions supersede Article 5, and may be displaced only
where doing so helps development"better meet the purpose of the NCOD." If
the Commission wishes to change that allocation,the place is the ordinance, not
a standards document.
• The code knows how to subordinate the NCOD, and did so once. BMC §
38.520.080.13.2 gives a base-zoning provision precedence over the overlay in
exactly one instance: structured parking in the R-D and 13-2M districts. That the
drafters wrote one narrow, express exception is strong evidence that they did
not intend a general, silent one.
• Conflicts are already resolved, and not by balancing. BMC §
38.100.050.A: where an internal conflict exists, "the most restrictive or most
specific requirements, or those imposing the higher standards, govern." That is
a conflict rule, not a balancing test.
None of this forecloses any policy outcome. It identifies which decisions require an
ordinance and which can be made in a standards document, and that distinction should
be settled before drafting rather than discovered after.
4. The Cost of Ambiguity Has Been Paid for a Decade, and Not by
Everyone Equally
The reason to settle this in the rewrite is that the current document's perceived
ambiguity has already produced a decade of inconsistent readings, in public,by the
City itself. I say perceived deliberately: the document defines its own operative terms,
including"should," which Appendix B expressly makes a term of required compliance.
The confusion some readers report is not a defect in what the document says; it is a
reason to state plainly, in the rewrite,what the document already means.And it bears
emphasis that no court, and no legal opinion, has ever held the NCOD guidelines
unenforceable. The "not compulsory" position is an interpretation advanced by City
staff. It has never been tested and adopted by any tribunal, and the code's own
language, quoted throughout this letter, runs the other way.
The small have been held to it; the large have not.A sitting Commissioner put it
plainly from the dais in 2025: residents wanting to remodel a house "have had to jump
through numerous hoops,"whereas for a large project, "that's just optional."A deputy
mayor had found the year before that a large project was held to "a lower design
burden of proof than smaller residential projects." The public has said the same across
many hearings: a homeowner replacing windows on a 1905 house is held to the
document closely,while a large project is told the same document is guidance.A
standard that binds the small and yields to the large is not one standard. It is
two.
The City's own files contain the proof, and it is close to a random example. In
2013, an applicant proposed to demolish a house at 815 South 7th Avenue and build
two townhomes. The review was thorough: staff applied the predecessor of§
38.240.020.E.2,which requires review to "focus upon" height, mass, and scale, and
began with height; measured the project against the actual heights on the block;
quoted the guidelines by chapter and number, including"the front wall of a new
structure should not exceed two stories in height"; acknowledged where the narrow lot
made a stepdown impossible; and required a Certificate of Appropriateness with
Deviation, which the applicant had to justify. The appeal came to this body,which
denied it and upheld the approval,as staff recommended,but first amended the
motion 5-0 to reduce the building's height by four feet so it would sit better beside
its neighbor.
That building was twenty-five feet ten inches tall. The same document that made a
homeowner justify a four-foot reduction on a twenty-six-foot pair of townhomes has
more recently been treated as advisory when applied to fifty-foot apartment buildings.
Two points, in fairness. First, nothing has changed in the meantime. The provision
staff applied in 2013 is, in substance and nearly in wording, § 38.240.020.E.2 today; the
guidelines they quoted by number are the same guidelines, same numbering, in force
now.Whatever explains the difference between the reviews, it is not a change in the
law. Second, that 2013 review arguably applied the guidelines too strictly; a four-foot
condition on a pair of townhomes is fussy, and I would not defend every judgment in
the file. But that sharpens the point rather than blunting it. The 2013 record proves
that City staff are entirely capable of taking the full document, applying it policy
statement by policy statement and guideline by guideline, acknowledging where a
project cannot comply, and reaching a defensible result, rather than balancing the
document against base zoning and declaring it non-compulsory. The capability was
never in question. What changed is the decision to stop.And the City's own 2015 study
confirms the pattern was not isolated: of 219 deviation requests between 2004 and
2015,building height was the least likely category to be granted, at 72 percent,
against 90 to 94 percent for setbacks, lot width, and parking. For a decade, height was
the criterion the City guarded most closely, and every applicant understood that.
The City's own words about its own document, in sequence. None of the following
is my characterization; each is the City's, and none of it depends on any single project.
• March 2015: The then-mayor proposed reforming the guidelines precisely
because they were constraining B-3 entitlements, describing the goal as the
entitlements of B-3 "outweighing these things that are keeping us from doing it
right now."A document that keeps you from doing something binds you.
• April 2015: In the resulting report, staff noted that the framework"has
worked well in the majority of the NCOD, particularly in residential areas,"
identified the Building Form chapter as "the section that causes the most
conflicts because it places emphasis on responding to the existing built
environment," and proposed amending"should" to "shall." One does not
propose to strengthen a document one believes to be advisory.
• May 2015: The City adopted Subchapter 4B, a carve-out relieving the
guidelines' constraint in the B-3 area only.You legislate a carve-out to escape
something that binds. No analogous carve-out was adopted for the residential
areas.
• August 2017: A City planner stated on the record to HPAB that the NCOD
guidelines,being more specific, typically override more general guidance in a
conflict, and confirmed that the expiration date staff had recommended for the
interim 4B carve-out was never set, and the follow-up study had stalled when
the preservation position went vacant.
• August 2023: A staff memorandum to the Historic Preservation Advisory
Board stated that the "NCOD standards" and adopted zoning"conflict," and that
the guidelines "will need to be revised" before a proposed new district could
exist.
Pause on those last two.Advisory guidance cannot"conflict"with zoning; a
suggestion simply yields. Only a binding standard can conflict with another.And a
non-binding document never"needs to be revised"to permit anything. By the
City's own hand, in writing, the guidelines bind.
The point of the sequence. I do not suggest that anyone acted in bad faith, and I do
not believe anyone did. Each statement is a reasonable thing to say about a document
that does not say clearly what it is. That is the finding.A document that a mayor can
describe as constraining entitlements,that staff propose to strengthen from "should" to
"shall,"that the City legislates a carve-out to escape,that a planner calls controlling,
that a memorandum says "conflicts"with zoning and "will need to be revised," is a
document whose meaning has come to depend on who is reading it and what they need
it to say that day.Applicants deserve better, and so do neighbors. Section 2.3 can end
it. That is why it deserves the Commission's direct attention rather than its assumed
consent.
5. The Sleight of Hand the Commission Should Guard Against
There is a specific way this ends badly, and it requires no one to intend it. Mass-and-
scale review can disappear from both the base code and the overlay at once, and
the public can be shut out of the decision,without a single vote ever being taken
on it.
The mechanism is in the record, and it turns on a promise. Throughout the Unified
Development Code update,the Commission and staff said repeatedly, and on the
record, that changes to the NCOD guidelines were not part of that process and were
being deferred to the Landmark Program and to this Phase 2 rewrite. Staff told the
Board that the reorganized code made "no material changes"to the NCOD section. The
Commission intentionally held the NCOD out of the UDC update.
That deferral was not a small thing, and it should be honored as what it was: a
promise of a dedicated public process, not a waiver of one. When the City told
residents that mass, scale, height, and the rest of the NCOD's substance were being set
aside for a later, focused effort, it was telling them where and when to show up. People
who might have fought those questions during the UDC update stood down because
they were assured the questions were coming here.
So this is the venue the public was promised.And that is exactly why the risk in
this rewrite is so serious. If Phase 2 now assigns contextual mass-and-scale review to
advisory status, or omits it from the tiers into which most ordinary residential blocks
fall,then the questions the public was told to wait for are not answered here either.
They are simply removed.And because they were deferred out of the UDC update on
the understanding that Phase 2 would take them up, the deferral becomes the very
instrument by which mass, scale, and height are decided without the public ever
getting the debate they were promised. The UDC update did not decide these
questions; it postponed them. If the rewrite disposes of them by quietly dropping them,
then no proceeding ever put them to the community at all, and the "later public
process"turns out to have been the mechanism for avoiding one.
That is the sleight of hand. Not that anyone lied, but that a reasonable deferral in one
process, combined with a quiet removal in the next, can add up to a decision that four
thousand property owners were structurally prevented from participating in.
Meanwhile,two distinct positions have been advanced, and the Commission should be
clear about which it is being asked to ratify, because they are not the same:
• Position one: that the guidelines are not enforceable. City staff have
taken this "not compulsory" position in staff reports and from the podium. It is a
claim about legal status.
• Position two: that mass and scale are not properly part of a
compatibility determination at all, because base zoning and Article 5 already
govern building form. This is a claim about the content of the review, and it
would survive even if the Standards were made unambiguously regulatory
tomorrow.
Both are wrong,and the second is the more dangerous, because a Standards
document can be made fully binding and still be hollow if mass and scale have been
removed from the compatibility test.And position two is live: the full draft text has not
been released, but at a recent neighborhood meeting,the Community Development
Director stated that base zoning supersedes the design guidelines. If that is the
operating premise, no care in Section 2.3 will matter; the Standards can be marked
"regulatory" on every page and still yield in every case.
The code answers it. § 38.240.020.E.2 requires that the review"must focus upon"
height, masses, and scale. § 38.500.020.A.1 provides that within the NCOD,the
overlay supersedes Article 5. § 38.520.030.B routes NCOD building-character
review back to the overlay.And the sole transition standard, § 38.260.070, operates
through a fixed table of district pairings and performs no comparison to what actually
stands nearby. Base zoning does not control compatibility. The code says the
overlay does.
The remedy is not merely to note where mass and scale live, but to say so affirmatively:
Before adopting the Standards,the Commission should state on the
record, as it has effectively done many times before and as the code
already provides, that mass and scale are a required element of any
compatibility determination within the NCOD, and instruct staff
accordingly. Not a new rule.A clarification, once and for all, of the rule
already there.
6. Keep the Drafting Devices That Work, and Watch the Tiers
There is a tendency in this process to treat the 2006 document as something to be
replaced wholesale. Some of its content should indeed be updated and expanded. But
its architecture is not a problem to be solved; it is an asset to be kept. It contains three
devices that are good practice, that the profession recommends, and that the new
Standards should carry forward and sharpen rather than discard.
First,the policy statement as a mandatory residual standard. Part II.F gives each
section a policy statement with operative force: where "the detailed design guidelines
do not appear to address the situation,this general policy statement shall serve as the
basis for determining the appropriateness of the proposed work." That means there
is no gap: when an unanticipated project appears, and one always does,the reviewer is
not left with nothing. Eleven sections and four tiers are a finer mesh, and a finer mesh
has more holes. Keep the residual policy statement,and keep it mandatory.
Second, a defined compliance vocabulary.Appendix B announces that its definitions
"apply to terms related to compliance,"then sorts them: "should" means "compliance
is required"; "inappropriate" means the approach "will not be allowed"; "consider" and
"preferred" are the advisory terms. Two advisory terms,three binding ones, all
defined. This is exactly what Section 2.3 is trying to do, and the 2006 drafters got there
first. The new document should have an unmistakable, improved version, and should
fix the one real flaw by using"must" and "should"the way the code uses them and
marking each standard on its face rather than in a glossary.
Third, a structured impracticability exemption with the burden on the applicant.
Appendix B lets the City excuse compliance where circumstances make it"impractical,"
but only"if the applicant demonstrates how the related policy statement still will
be met." That gives real flexibility, puts the burden where it belongs, sets the threshold
at impracticability rather than preference, and makes the policy statement an
irreducible floor. Keep all three. Improve them. Do not trade a structured
exemption for unwritten discretion.
The tiers need care, and they have a naming problem. The four tiers classify
properties by designation status,which is a test of historic significance. Compatibility
of mass and scale is a question about the neighbors, and whether the house next door
is one story has nothing to do with whether it is National Register eligible. If mass and
scale are assigned advisory status in the Context Tier,the ordinary residential
blocks that make up most of the NCOD,with no listing and no designation,will
have no binding contextual check on the size of new construction at all.And there
is a collision to fix now: the guidelines define "context" as the properties "adjacent to,
and within the same block as, the proposed project,"while the draft's "Context Tier"
means nearly the opposite, the residual bucket defined by the absence of designation.
Rename the tier, and keep the defined term. The draft's own Section 1.4 already
commits to the right principle, that"buildings should respond to the surrounding
context through scale, rhythm, and site design"; the Standards should carry that
through to a provision that actually applies somewhere.
Keep the Secretary of the Interior's Standards, and keep them for new
construction. The draft does this correctly, placing the Standards for Rehabilitation
inside the new-construction section, and it should be commended for it. The code
requires it (§ 38.240.020.E.1: all COA work"must be in conformance with" the
Standards); the Standards do reach new construction (Standard 9 addresses "related
new construction" and its substance is compatibility of"massing, size, scale"); and
incorporation of these Standards is what makes a design-review ordinance legally
defensible, the difference between Anderson v. City of Issaquah (struck down for
vagueness where reviewers had only"their own individual, subjective 'feelings"') and
Swoboda v. Town of La Conner(upheld because it incorporated the Secretary's
Standards). They are the City's safe harbor and the basis of its Certified Local
Government status. Do not loosen the grip on them.
Add standards for larger buildings,which is where the current document is
genuinely thin. The 2006 guidelines say a great deal about houses and comparatively
little about multi-unit and larger-format buildings, and that is the real deficiency the
rewrite should cure. This is the constructive half of the mass-and-scale point: rather
than remove contextual review because the existing guidance is sparse,the Standards
should give reviewers and applicants more to work with, with provisions written
specifically for larger buildings. Useful additions include upper-story stepback
standards at the street and at the rear; facade-length and module limits keyed to the
prevailing rhythm of the block; height-transition requirements where a larger building
meets a smaller one; and clear expectations for how a large building breaks down its
perceived mass. These are the standards a growing Bozeman actually needs, and they
serve applicants as much as neighbors,because a developer can design to a stepback
line but cannot design to a judgment rendered after the fact. The answer to "the
guidelines say too little about big buildings" is to write more about big buildings,
not less about mass and scale.
Focus materials and detail requirements where they belong, and lighten them
where they do not. Prescriptive requirements about materials, window proportions,
trim, and similar detail make sense in the commercial and mixed-use character areas,
where the building is a public-facing streetwall, and in designated historic districts and
on landmark or contributing properties, where the Secretary's Standards and the
district's integrity call for them. They make far less sense applied to ordinary, non-
designated single-household and small residential properties,where they can become
a costly and intrusive second-guessing of routine choices without a corresponding
public benefit. The tier system is the right tool for drawing that line,and it should
draw it deliberately: keep materials and fine-detail review meaningful in the
commercial areas and where a historic designation warrants it, and keep it light on
ordinary residences, reserving the overlay's real regulatory weight for the things that
affect the neighbors,which are mass, scale, height, and how a building meets the street.
This both answers a legitimate complaint that the current document can be fussy about
the wrong things, and concentrates the Standards' force where it does the most good.
7. The Unfinished Survey: The Tiers Rest on Work the City Has Not
Completed
This is the fairness concern I would most like the Commission to sit with,because it is
not about growth or politics. It is about whether the new system rests on a foundation
the City actually built.
Three of the four tiers are outputs of survey and inventory work.Whether a property is
"potentially eligible," and whether a block is a coherent"Character Area," are findings,
and findings require someone to go and look. The City has been told twice,by
consultants it hired,to go and look,and has not finished.
The 2015 study found that only two new historic districts had been designated since
the overlay's inception, and named the consequence: "The same level of recognition
and protection has been given to both potential new historic districts and other non-
historically significant properties." It recommended forming districts, completing
inventory forms, continuing assessment updates, and mapping the candidates. The
2019 review recommended a windshield survey and identifying areas for a formal
architectural survey. Eleven years and seven years on,the survey is unfinished,
and no new districts have been created.
For thirty-five years,that cost nothing, because the overlay applied uniformly. The tier
system ends that, converting an administrative backlog into a property-by-
property allocation of rights.A house never surveyed, never assessed, lands in the
Context Tier,the tier of least protection, defined by the absence of a designation no
one ever attempted to make. Is that house in the lowest tier because it lacks merit,
or because nobody looked?The document cannot tell the difference, and neither can
its owner, nor the neighbor across the street, about to learn what the classification
permits.And it cuts both ways: an owner placed in a higher tier may fairly demand to
know what survey established that her block is a Character Area. Both complaints
have the same answer, and it is the answer the City has been given twice: finish
the survey.
The equity point underneath: the City commissioned and paid for the preliminary
work, and paid two consultant teams to say the same thing,that the assessment is
preliminary and must be completed before properties can be sorted by significance.
That advice was not taken,while the recommendations from those same reports that
reduced regulation were pursued. It is difficult to ask owners to accept a regulatory
classification built on an assessment that the City's own consultants called unfinished.
Bozeman's Certified Local Government status also carries survey obligations, and CLG
participation is a route to federal Historic Preservation Fund pass-through money for
exactly this work. If cost is the obstacle, the Commission should be told what the
obstacle is and what it would take to remove it.
8. Who Has Already Paid, and Who Cannot Be Made Whole
Everything above concerns what the Standards will do going forward. This section
concerns something the Commission cannot fix going forward, and should weigh
before it decides.A rule enforced against some and waived for others does not
merely fail to work. It transfers value in a predictable direction.
The people who complied paid for it. Owners who were denied or conditioned; the
2015 data show more than a quarter of those who asked for extra height were refused.
Owners who redesigned to comply, paying architect fees twice and surrendering floor
area. Owners who never applied at all,the largest and most invisible class, were told
what the guidelines required and scaled down before submitting.And neighbors who,
under the current system, pay a fee to be heard while the applicant who benefits from
non-enforcement pays nothing to receive it. Set an owner who spends money to
comply beside one who is relieved of the obligation, and the City has not merely
applied a standard unevenly. It has taken value from the first and given it to the
second, and the second is usually the better-resourced of the two.
The two kinds of error are not symmetrical,and only one is permanent. If the City
applies the standards too strictly, an owner loses money,time, or floor area. Real
injuries, and I do not minimize them. But they are recoverable. The owner can
reapply, redesign, appeal, or wait for a better market. The land is still there.An owner
who is wrongly approved builds.And then the building is there.You cannot unbuild
a structure that is wildly out of scale with everything around it. The neighbors'
context is not restored by a favorable ruling two years later, because the thing that
defined it is gone. This asymmetry is why the code contains a two-year demolition stay
after a denial,why preservation law exists at all, and why residents have asked for an
interim zoning ordinance: a rule clarified after the buildings go up clarifies nothing for
the people who live beside them.When a city is genuinely uncertain whether a
standard applies,the cost of guessing wrong in one direction is not the same as the cost
of guessing wrong in the other.
The commons. The character of a Bozeman block is owned by no one and produced by
everyone on it, over decades, at their own expense, each constrained by a rule they
mostly followed. The guidelines are the mechanism that keeps any one owner from
cashing that shared asset out.When the rule is enforced against forty owners and
waived for the forty-first,the forty-first does not simply get an exemption. The forty-
first collects the value the other forty paid to create, and once collected it is gone,
permanently, for all of them. That is what non-enforcement is: not a relaxation, a
transfer. The Commission may decide,with the community's support,that Bozeman
needs the housing more than the block face; that is a legitimate judgment other cities
have reached, and it belongs to the Commission and the public. What cannot happen is
that the rule stays on the books, is enforced against those who ask permission, and is
waived for those who do not.
The reliance interest.When people bought homes in the NCOD,they bought subject
to a rule: not"no change,"but that new construction would "enhance and contribute to
the aesthetic character and function of the property and the surrounding
neighborhood." The Commission has now increased base-zoning density across much
of that area, through a public process I am not challenging. But consider the
combination. Upzone the parcels, and simultaneously remove the compatibility
comparison that the same owners were promised, and you have changed the
deal twice in the same direction, and only the first change was voted on. The
upzoning went through notice, hearing, and a recorded vote. The removal of
compatibility review would arrive through a drafting convention in Section 2.3. That
cuts against the public's right to participate in decisions that affect them, because the
decision that matters most to them is the one that never appears on an agenda. If the
Commission and the community decide together that compatibility review should end,
it should end by a vote, in the open.What people are entitled to is the vote, not the
outcome.
9. The Bar Should Be High, and There Are Legitimate Ways to Get
There
Whatever the Commission decides, notice what is being weighed. Bozeman was
incorporated in 1883; the NCOD was adopted in 1991. The overlay has governed the
historic core for thirty-five of the city's one hundred forty-three years, roughly a
quarter of the entire existence of the City of Bozeman. That is not a recent measure
or a passing enthusiasm; it is one of the longest-standing land-use commitments the
City has made, reaffirmed by successive Commissions,with four thousand owners
arranged around it.A commitment of that age and reach should not be narrowed on a
thin margin or a drafting convention. If contextual compatibility review is to be
reduced,that change should command broad and demonstrated public support and
survive being stated plainly to the people it affects.A change that can pass only if it is
not clearly explained has not earned its majority. This is not an argument that the
NCOD is sacred. It is an argument about proportion: the Commission raised base
density through a full public process; the compatibility question deserves no less.
And the Commission already has evidence on the premise,which it should
examine before repeating the experiment. The case for relaxing mass and scale
runs: Bozeman has an affordability crisis; more supply is the answer; design standards
constrain supply; therefore, the standards must yield. Bozeman has already run this
experiment. In 2015, it adopted Subchapter 4B specifically to relieve the guidelines in
the B-3 downtown district, expressly to accommodate "greater height and density."
The density arrived.And Bozeman's affordability did not improve; it collapsed. The
City's own 202S economic analysis found that a household must earn roughly 182
percent of the area median income, about$220,000 a year,to afford the median
home. Montana now has the highest home-price-to-income ratio of any state. On
the measures that matter, Bozeman is close to the least affordable place in the least
affordable state in the country.
I will be fair about what that does and does not prove. It does not prove that added
supply is useless; price pressure is largely regional and exogenous, prices might be
higher still without the new units, and the recent moderation in rents does track
thousands of new apartments. Serious economists would say all of that. But it
undercuts the confidence with which the Commission is told that relaxing mass-and-
scale standards in residential neighborhoods will deliver affordability.We loosened
the standards.We got the height and the density.We did not get the affordability,
and no one has explained why the chain that failed downtown would close on a
residential street. Before extending the 2015 approach overlay-wide, the Commission
should ask staff for the actual data on what the B-3 relaxation produced: units built,
unit sizes, rents and prices, and the share affordable at 80 percent of AMI. The City has
a ten-year natural experiment in its own permit records, and it has never been
analyzed.
Mass and scale can be governed in three ways, and any is legitimate. Section 2
made the design point that shaping a building's mass does not limit the number of
homes it holds. This section makes the institutional one: wherever the Commission
decides that shaping should happen, it must actually happen somewhere. Mass and
scale can be governed in the base code as numbers (objective, predictable, hard to
apply unevenly, and if certainty for applicants is the goal,the option that delivers it
most completely); in the overlay as a contextual compatibility standard (less
predictable, more responsive to place); or in both, as a hybrid,which is the most
common arrangement among peer conservation-district programs. I am not asking
the Commission to pick one. I am asking it to pick one explicitly, and to make the
corresponding code amendments on the same timeline as the Standards.
If the choice is the base code,the base code must actually be built to carry the load.
Bozeman's base districts set citywide maximums; they were not written to perform
contextual compatibility. Moving mass and scale there means creating finer-grained
residential districts, contextual height and stepback standards,block-face-derived
limits of the kind Raleigh uses, or a form-based overlay. It cannot mean deleting
compatibility review from the Standards and pointing at a height maximum that
applies identically from one end of the city to the other.
The City already knows what this approach looks like,because it just did it. In the
UDC update adopted in December 2025,the Commission rezoned two near-downtown
areas at their residents' request: the pocket of the Bon Ton Historic District and the
blocks near Centennial Park, both previously high-density R-4 zoning surrounded by
lower-density districts, and both inside the NCOD. Residents had petitioned for the
least-dense residential district, R-A, and the Commission adopted it. Their stated
reasons were precisely the reasons base zoning would have to serve if it is to carry
compatibility: to reflect the existing historic character of the neighborhood,to limit
high-density redevelopment out of scale with what is there, and to better align the
zoning with what is physically already on the ground.As the Inter-Neighborhood
Council chair put it,the question is "what is there?What's on the ground? How does it
function?" Those rezonings are a model of using base zoning to protect neighborhood
character, and they point directly to what the base-code option requires everywhere
else.
That requirement is the survey. Bon Ton and Centennial Park could make their case
because their residents did the work themselves,block by block,to document what
was on the ground and show that R-4 no longer matched it. The City cannot zone the
rest of the overlay to match"what is on the ground" until it has determined,
block by block,what is on the ground. So if the City's genuine intention is to carry
compatibility through base zoning rather than the overlay, then it must complete the
architectural survey the 2015 and 2019 consultants called for,use it to
determine the historical significance of every neighborhood, and then amend the
zoning where necessary so that each area's district actually matches its existing
built character, exactly as it has now done for two neighborhoods that organized to
prove the point.A base-zoning approach that skips the survey and simply relaxes the
overlay is not the Bon Ton and Centennial Park model. It is the opposite: it removes the
protection those residents won while doing none of the work that justified it.
10. Bozeman Is Not an Outlier. It Has Been Held Up as an Example.
There is a version of this debate in which Bozeman's guidelines are an eccentric local
artifact the City has outgrown. The national record does not support it.
The 2006 guidelines were built on the national template, by the firm that largely wrote
it: Winter&Company,whose principal authored model guidelines used at the state
level and chaired the National Alliance of Preservation Commissions. The compliance
vocabulary,the policy-statement architecture, and the impracticability exemption are
professional practices bought from a leading practitioner. The American Planning
Association selected Bozeman's program as one of ten national case examples in
Design Review: Guiding Better Development(PAS 591, 2018),which requires that
standards be legislatively adopted, states that"no courts would tolerate a review
system that involved complete discretion by individuals," and lists as a governing
principle that"applicants are treated fairly and consistently." Its predecessor report
put it sharply: "the failure of an agency to establish in advance coherent written
standards and regulations to be applied in all cases amounts to a denial of due
process." Read that next to Section 2.3: the concern is not that a city might regulate too
strictly,but too unpredictably.And the City's own consultant, BendonAdams, called
the overlay"a gutsy solution"that"made Bozeman a pioneer in preservation of
neighborhood character, scale, and context." Those are the two words the rewrite is
at risk of demoting.
Some cities have concluded that contextual size review impedes housing and have
removed it. Cambridge, Massachusetts, amended its ordinance in 2023, expressly to
encourage housing, so that its conservation-district commissions may not consider a
structure's size and shape. Cambridge is the honest version of the argument I have
heard in Bozeman.A city debated the question, decided contextual size review was in
the way, and removed it. By ordinance. In public. On a recorded vote. That option is
available to this Commission at any time.What it did not do was let the change arrive
by drafting convention.
11. What I Ask of the Commission and the Board
Fourteen requests. None asks the Commission to prejudge a policy outcome, and
several belong first to the Historic Preservation Advisory Board,which holds primary
purview over this document.
1. Assign regulatory or advisory status to every substantive provision on
the face of the provision. If a standard binds, it says "must." If it advises, it says
"consider" or"may." No reader should have to litigate the question.
2. Publish the regulatory-versus-advisory assignment, in full, as a
standalone table, at least sixty days before adoption, so the public
comments on the actual decision rather than eleven sections of prose in which it
is embedded.
3. State affirmatively, on the record,that mass and scale are a required
element of any compatibility determination within the NCOD, as §
38.240.020.E.2 already provides, and instruct staff accordingly. Not a new rule;
a clarification, once and for all, of the rule already there.
4. State where contextual mass-and-scale review will live, and if any part
moves to the base code, identify the districts and standards that will carry it and
adopt them on the same timeline.A citywide height maximum is not a
compatibility standard.
5. Preserve the three drafting devices: a mandatory residual policy
statement, a defined compliance vocabulary, and a structured impracticability
exemption with the burden on the applicant. Improve them; do not replace
them with unwritten discretion.
6. Add standards written specifically for larger buildings,which is where
the current document is thinnest: upper-story stepbacks, facade-length and
module limits keyed to the block, and height transitions where a larger building
meets a smaller one. The answer to sparse guidance on big buildings is more
guidance, not less mass-and-scale review.
7. Focus materials and fine-detail requirements on the commercial
character areas and on designated historic or landmark properties, and
keep them light on ordinary, non-designated residences. Use the tiers to
draw that line deliberately, and reserve the overlay's regulatory weight for what
affects the neighbors: mass, scale, height, and how a building meets the street.
8. Keep "context" as a defined term meaning the adjacent and same-block
properties, and rename the "Context Tier."
9. Adopt the Standards by ordinance,with the ordinance stating expressly
which provisions are regulatory.
10. Confirm whether any provision is intended to displace § 38.100.050.A,
§ 38.240.020.E.2 through E.4, or§ 38.500.020.A.1. If so, present those as code
amendments on the record; if not, draft the Standards to be consistent with
them.
11. Do not adopt a tier map whose assignments depend on survey work
not yet done. Fund, schedule, and report on the formal architectural survey
that the 2015 and 2019 consultants recommended, and provide a
reclassification process as findings come in.
12. Revisit the 2015 fine-grained-infill recommendations (ground-floor
ADUs, by-right small-lot development, reduced lot widths and minimums,
increased coverage, reduced parking). Every recommendation adds homes
without adding bulk.
13. Steer this process through the Commission and the Board,with staff
and the consultant advising, not the reverse. I say this with respect and
without impugning anyone's good faith. But the regulatory-versus-advisory
question is one on which City staff have already taken a firm public position,
that the guidelines are "not compulsory." Staff should be heard; they administer
the document and know its failures better than anyone. But a party that has
announced its preferred answer should not also frame the question, draft the
options, and decide what reaches the Commission.And the consultant works for
the City and its residents, not for the department that administers the contract.
The Commission and Board should make clear, on the record and to the
consultant team,that staff s position on the regulatory status of the guidelines is
an interpretation, not settled City policy,that interpretations and
preferences should be identified as such rather than presented as established
requirements of the code, and that the Board should see the Section 2.3
assignment before it is embedded in a draft, not after.
12. Closing
I have tried to concede everything that can honestly be conceded. The current
guidelines would benefit from clarification and from more to say about larger
buildings, and the update is a worthwhile project. Reasonable people, including
members of this Commission, believe mass and scale belong in the base code as
numbers rather than in an overlay as a compatibility judgment, and they have
respectable company nationally. Cambridge agreed with them and acted on it.
But Cambridge held a vote.
The one outcome this process should not produce is the one it will produce by default:
a decision of real consequence to four thousand properties, made inside a subsection of
a consultant's document,that neither the Commission nor the public ever quite voted
on, and that people learn about for the first time when it is applied to a building on
their block.
Section 2.3 is a question. The Commission should answer it, out loud, and measure the
answer against the promise the City made in 1991 in its own words: that in Bozeman,
growth and development will happen with the neighborhood, and not in spite of
it.
Respectfully,
Scott Boyd
Sources
Draft and current documents. NCOD Design Standards, Draft Outline (June 30, 2026)
and Document Summary (July 2, 2026); comparative analysis, draft vs. current;
Bozeman Guidelines for Historic Preservation and the NCOD (2006, amended 2015),
Introduction Parts II.E and II.F, Chapters 2 and 3, and Appendix B; Commission
Resolution 3885 (2006).
Bozeman Municipal Code (as re-adopted by Ordinance 2151). §§ 1.01.030.A.8 and
A.11; 38.100.050.A; 38.110.010; 38.240.020.E.1 through E.5; 38.260.070; 38.300.020.C;
38.300.100; 38.340.010; 38.500.020.A.1; 38.520.030.B; 38.520.080.B.2.
City record. Staff report and Commission action on the 815 South 7th Avenue
Certificate of Appropriateness with Deviation (2013); "B-3 / Design Guidelines
conflict" staff report (April 2015) and Commission direction; HPAB minutes (August
2017) on Subchapter 413; Community Development Department memorandum to
HPAB (August 2023); NCOD Design Standards Community Engagement Plan (2026).
Prior City-commissioned studies. City of Bozeman NCOD Report (2015): deviation
data (Tables 2 and 3), potential-future-districts map (Figure 12), and
recommendations on districts and inventory; BendonAdams / Orion Planning and
Design NCOD Review (2019): survey and character-area recommendations; City of
Bozeman housing affordability analysis (2025).
Professional standards and national practice. Hinshaw&Morris, Design Review:
Guiding Better Development,APA PAS Report 591 (2018); Duerksen & Goebel,
Aesthetics, Community Character, and the Law,APA PAS Report 489/490 (1999);
Secretary of the Interior's Standards for Rehabilitation, 36 C.F.R. Part 67, Standard 9;
Winter&Company, model design guidelines; BendonAdams / Orion Planning and
Design NCOD Review (2019); Cambridge, MA Neighborhood Conservation District
ordinance (amended 2023); Raleigh, NC Neighborhood Conservation Overlay Districts,
UDO 5.4.3;Anderson v. City of Issaquah, 70 Wn.App. 64 (1993); Swoboda v. Town of La
Conner, 97 Wn.App. 613 (1999).