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HomeMy WebLinkAbout09-21-2026- City Commission Agendas & Packet MaterialsA. Call Special Meeting to Order - 12:00 PM - Commission Room, City Hall, 121 North Rouse B. Pledge of Allegiance and a Moment of Silence or Mindfulness C. Authorize Absence D. Commission Disclosures E. Action Item E.1 Make and Adopt Additional Findings of Fact Regarding Preliminary Planned Unit THE CITY COMMISSION OF BOZEMAN, MONTANA SPECIAL MEETING AGENDA Monday, September 21, 2026 City Commission 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. Adaptive listening devices and handheld microphones are available for use by audience members upon request. How to Participate: If you are interested in commenting in writing on items on the agenda please send an email to comments@bozemanmt.gov or visit the Public Comment Page prior to 12:00 p.m. on the day of the meeting. At the direction of the City Commission, anonymous public comments are not distributed to the City Commission or staff. Public comments will also be accepted in-person and through video conference during the appropriate agenda items but you may only comment once per item and oral comments are usually limited to three (3) minutes. As always, the meeting will be recorded and streamed through the Commission's video page and available in the City on cable channel 190. For more information please contact the City Clerks' Office at 406.582.2320. 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 +1 646 931 3860 Access code: 953 1424 1562 1 Development Application 22293 and Preliminary Plat Application 22294 in Accordance with the Court's August 3, 2026 Order Re: Cross Motions for Summary Judgment in the Bridger Center, LLC v. City of Bozeman Matter (Quasi-Judicial)(Rischke) F. Public Comment on Non-agenda Items Falling within the Purview and Jurisdiction of the Commission G. FYI / Discussion H. Adjournment Consider the Motion: I move to adopt the additional Findings of Fact applicable to Preliminary PUD Application 22293 and Preliminary Plat Application 22294. This is the time to comment on any matter falling within the scope of the Bozeman City Commission. 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 City Commission cannot take action on any item which does not appear on the agenda. All persons addressing the City Commission 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 (3) minutes. Written comments can be located in the Public Comment Repository. 2 Memorandum REPORT TO:City Commission FROM:Greg Sullivan, City Attorney Kelley Rischke, Assistant City Attorney SUBJECT:Make and Adopt Additional Findings of Fact Regarding Preliminary Planned Unit Development Application 22293 and Preliminary Plat Application 22294 in Accordance with the Court's August 3, 2026 Order Re: Cross Motions for Summary Judgment in the Bridger Center, LLC v. City of Bozeman Matter (Quasi-Judicial) MEETING DATE:September 21, 2026 AGENDA ITEM TYPE:Community Development - Quasi-Judicial RECOMMENDATION:Consider the Motion: I move to adopt the additional Findings of Fact applicable to Preliminary PUD Application 22293 and Preliminary Plat Application 22294. STRATEGIC PLAN:4.1 Informed Conversation on Growth: Continue developing an in-depth understanding of how Bozeman is growing and changing and proactively address change in a balanced and coordinated manner. BACKGROUND:On March 21, 2023, the Bozeman City Commission held a public hearing to consider planning applications 22293, a preliminary planned unit development application, and 22294, a preliminary plat application, which requested relaxations from code requirements and proposed development of 16 residential lots known as Shady Glen. For each application, the Commission heard presentations from City staff and the developer and took public comment. After considering the application materials, the presentations, recommendations of the advisory board, and public comment, the Commission articulated its rationale and made oral findings supporting its decision to deny both applications. The Commission adopted written findings of fact for Application 22293 and Application 22294, attached. On June 1, 2023, the applicant filed an appeal of the City's denial of its applications in state district court, alleging the decisions were arbitrary, capricious, or unlawful. The City has been litigating this matter ever since. In February, 2026, the Plaintiff and the City each filed motions for summary judgment, asking the judge to decide whether the City's decisions were arbitrary, capricious, or unlawful. After considering the extensive briefing on the motions, on August 3, 2026, the Court issued an Order on the parties' 3 cross motions for summary judgment remanding this matter to the City Commission for additional findings and proceedings. Therefore, the purpose of this action item is to make additional findings in accordance with the Court's Order. UNRESOLVED ISSUES:None ALTERNATIVES:As directed by the Commission FISCAL EFFECTS:None Attachments: Bridger Center v. City of Bozeman Order re- Cross Motions for Summary Judgment.pdf Shady Glen Findings PUDP_22293_signed.pdf Shady Glen PPlat Findings_22294_signed.pdf Report compiled on: September 10, 2026 4 MONTANA EIGHTEENTH JUDICIAL DISTRICT COURT, GALLATIN COUNTY * * * * * * * BRIDGER CENTER, LLC, a Montana limited ) Cause No. DV-23-541 liability company ) ) Plaintiff,) ORDER RE: ) CROSS MOTIONS FOR v.) SUMMARY JUDGMENT ) CITY OF BOZEMAN, by and through its City ) Commission ) ) ) Defendant.) ________________________________ On February 13, 2026, Plaintiff Bridger Center, LLC (Bridger Center)filed a Motion for Partial Summary Judgment with a Brief in Support of the Motion. On that same day, Defendant City of Bozeman (City)filed a Cross-Motion for Summary Judgment with a Brief in Support of the Motion. The parties have completed briefing on the Motions and neither party has requested a hearing pursuant to the provisions of M.R.Civ.P.56. BACKGROUND On February 17, 2023, Bridger Center submitted applications for a Planned Unit Development (PUD) and Major Subdivision consisting of sixteen lots. The development was to be known as Shady Glen.In the PUD application, Bridger FILED STATE OF MONTANA By: __________________ CLERK 64.00 Gallatin County District Court Amariah Mitchell DV-16-2023-0000541-RP 08/03/2026 Sandy Erhardt Ohman, Peter B. 5 2 Center requested the City approve six relaxations from the Bozeman Municipal Code (BMC): 1.BMC 38.310.030.A –A relaxation to allow townhouses as a permitted use in the R-1 zoning district in order to provide two affordable housing units. (relaxation 1). 2.BMC 38.400.010.A.8 –A relaxation for the design of a dual (combined) use access for pedestrians and emergency or other authorized vehicles. (relaxation 2). 3.BMC 38.400.050.A. –A relaxation from specific right-of-way and local street design standards, for Shady Glen Lane. (relaxation 3). 4.BMC 38.410.040.D –A relaxation from right-of-way and design standards for a pedestrian access doubling as an emergency vehicle access. (relaxation 4). 5.BMC 38.410.100.A.2.c.4. –A relaxation from watercourse setback and wetland buffer requirements. This relaxation request is to reduce the 50- foot setback to 35-feet. This reduction affects 9 of the proposed 16 residential lots.(relaxation 5). 6.BMC 38.410.100.A.2.d –A relaxation to allow placement of fill material, for non-exempt uses, within the East Gallatin River’s 100-year floodplain. The applicant proposed to place fill within the shallow floodplain fringe on 7 of the proposed 16 residential lots.(relaxation 6). Bridger Center sought these six requested relaxations to accommodate the unique site conditions, including floodplain and wetlands which reduced the developable area. A PUD allows relaxations from the BMC when the overall development is superior to that offered by the basic existing zoning standards. City staff recommended the City Commission approve the project, determining “[t]he application conforms to standards and is sufficient for approval with conditions and code provisions with the approval of the requested relaxations.” On October 27, 2022, the Development Review Committee found the PUD Application sufficient for continued review. The Community Development (CD) 6 3 Board reviewed the PUD Application on March 6, 2023, and recommended approval of the PUD Application with conditions in a split vote of 4-3. The City Commission held a public hearing on March 21, 2023. After review of the Record information and hearing public comments, the motion to approve vote failed 0-5. The Subdivision Application also was considered by the CD Board and City Commission at the same meetings as their review of the PUD Application. The City Commission made individual findings that the Subdivision Application did not meet the zoning criteria due to the denial of the PUD Application and ultimately voted to deny the Subdivision Application. The City incorporated its PUD Findings into its Subdivision Findings of Fact and Order for Shady Glen Subdivision. The City Commission determined Shady Glen “is not consistent with the review criteria, specifically the requirement that the PUD is a superior community product to that offered by the existing zoning standards . . . .” Bridger Center has now filed this appeal of Commission’s denial of its PUD and Subdivision Applications pursuant to § 76-3-625(1), MCA.Bridger Center contends the City’s decision to deny the PUD and Subdivision Applications was arbitrary, capricious, and unlawful because the Commission’s decisions directly conflict with analyses and recommendations from the City’s trained staff and technical subject matter experts, and the City failed to explain why it weighed certain evidence as more credible than other evidence. The City contends the City Commission’s decisions were based on a robust record supporting that Plaintiff’s proposed development, including the relaxations from the BMC, did not create a superior product to that offered by the basic existing zoning standards. 7 4 II. STANDARDS OF REVIEW A.Summary Judgment A party is entitled to summary judgment if “the pleadings, the discovery and disclosure materials on file, and any affidavits show that there is no genuine issue as to any material fact and that the movant is entitled to a judgment as a matter of law.” M.R.Civ.P.56(c)(3). “In a summary judgment proceeding, the evidence must be viewed in the light most favorable to the non-moving party, and all reasonable inferences therefrom will be drawn in favor of the party opposing the summary judgment.” Oliver v. Stimson Lumber Co., 1999 MT 328, ¶ 22, 297 Mont. 336, 993 P.2d 11. The moving party must first demonstrate that no genuine issue of material fact exists precluding the entry of summary judgment as a matter of law. Sunset Point Partnership v. Stuc-O-Flex International, Inc., 287 Mont. 388, 954 P.2d 1156 (1998); Dobrocke v. City of Columbia Falls, 2000 MT 179, 300 Mont. 348, 8 P.3d 71. Once the moving party has met its burden to establish the absence of genuine issues of material fact, the opposing party must present material and substantial evidence establishing the existence of issues of fact essential to one or more elements of the case; mere conclusory or speculative statements are insufficient. Gonzales v. Walchuk, 2002 MT 262, ¶ 9, 312 Mont. 240, 59 P.3d 377. If the Court concludes that there is no genuine issue of material fact, then the Court must determine whether the moving party is entitled to summary judgment as a matter of law. Brothers v. General Motors Corp., 202 Mont 477, 481, 658 P.2d 8 5 1108, 1110 (1983); Clark v. Eagle Systems, Inc., 279 Mont. 279, 287, 927 P.2d 995, 1000 (1996). B.Appeals of Subdivision Denials under § 76-3-625(1), MCA. Section 76-3-625(1), MCA, authorizes a person who has filed a subdivision application to initiate an action against the governing body to recover actual damages. Section 76-3-625(2), MCA, further provides that a person aggrieved by a decision of the governing body to deny an application and preliminary plat for a proposed subdivision may appeal the denial. The “governing body’s decision, based on the record as a whole, must be sustained unless the decision being challenged is arbitrary, capricious, or unlawful.” Section 76-3-625(1) and (2)(c), MCA. The decision by a governing body to deny an application is unlawful “when it fails to comply with the requirements of applicable statutes.” Aspen Trails LLC v. Simmons, 2010 MT 79, ¶ 31, 356 Mont. 41, 230 P.3d 808; accord, Citizens for Responsible Dev. v. Bd. of Co. Commrs., 2009 MT 182,¶ 26, 351 Mont. 40, 208 P.3d 876. The decision is arbitrary if it came “about seemingly at random or by chance or as an impulsive and unreasonable act of will.” Silva v. City of Columbia Falls, 258 Mont.329, 335, 852 P.2d 671, 675 (1993). The decision is capricious “if it is the product of a sudden,impulsive, and seemingly unmotivated notion or action.” Pfeil Acq. LLC v. Gallatin Co. Consv. Dist.,2022 MT 237, ¶ 12, 411 Mont. 18, 521 P.3d 47 (citation omitted). Additionally, when deciding whether a governing body’s decision was arbitrary, capricious,or unlawful, the Court reviews whether the governing body 9 6 “carefully considered and addressed the information before it,” and whether it “acted largely in conformance with that information.” Richards v. County of Missoula, 2012 MT 236, ¶ 18, 366 Mont. 416, 288 P.3d 175. In reviewing the city commission’s decision, “the District Court’s job is not to re-try the facts” but rather determine whether “the record contains sufficient evidence showing the city’s commission’s decision . . . was reasonable and based in fact. . . .” Town & Country Foods, Inc. v. City of Bozeman, 2009 MT 72, ¶27, 349 Mont. 453, 203 P.3d 1283. Moreover, “[w]hile the record may contain conflicting evidence, as long as a substantial amount of the evidence supports the governing body’s decision and the governing body explains why it weighed certain evidence as more credible than other evidence, the governing body’s decision should be upheld.” MM&I, LLC v. Bd. of County Comm’rs of Gallatin County, 2010 MT 274, ¶30, 358 Mont. 420, 246 P.3d 1029; see also Richards v. County of Missoula,2009 MT 453, ¶22, 354 Mont. 334, 223 P.3d 878. III. DISCUSSION For proposed developments seeking relaxations, the City must determine that Bridger Center’s proposed deviation would produce a “superior” environment: The review authority must make a determination that the deviation[s] will produce an environment, landscape quality and character superior to that produced by the existing standards of this chapter, and which will be consistent with the intent and purpose of this division 38.430, with the adopted goals of the city growth policy and with any relevant adopted design objectives plans. Section 38.430.030.A.4.c, BMC. 10 7 For each relaxation requested, Bridger Center provided documentation of why the proposed relaxation was necessary and/or would produce a superior environment. Additionally, City staff provided its rationale for supporting each proposed relaxation and the facts supporting that rationale. However, in the City Commission Findings of Fact and Order for Shady Glen PUD (Findings of Fact), the City Commission either made contrary determinations that the proposed relaxations did not meet the goals of the community growth policy and did not create a superior product than what could be achieved by adhering to the zoning regulations, or simply did not directly address why the relaxation should be denied. While the City’s Findings of Fact offer various rationales for denying the relaxations, the record lacks any explanation as to why the Commission weighed certain evidence as more credible than other evidence, especially in light of its own staff’s contrary recommendations. The City relied on public comments and the Commissioners’ interpretation of the growth policy, but the City has not offered any explanation why it ultimately weighed that evidence as more credible than other evidence of record and city staff’s recommendations.The Commission is required to explain why it weighed certain evidence as more credible than other evidence in order for its decision to be upheld. MM&I, LLC, ¶30. As a result, the Court concludes the City Commission has failed to make adequate findings supporting its denial of the proposed relaxations. The Court concludes that the governing body's findings are insufficient to permit meaningful judicial review pursuant to § 76-3-625(1), MCA. Accordingly, Bridger Center is entitled to summary judgment on its claim that the Commission's decision cannot be sustained on the present record. The Court expresses no 11 8 opinion regarding the ultimate merits of the application. Rather, the matter is remanded to the City Commission for additional findings and further proceedings consistent with this Order. Therefore, IT IS HEREBY ORDERED that Plaintiff Bridger Center's Motion for Summary Judgment is GRANTED in part, Defendant's Cross-Motion for Summary Judgment is DENIED, and this matter is REMANDED to the City Commission for additional findings and further proceedings consistent with this Order. Electronically signed and dated below. cc:Brian K. Gallik/Erin L. Arnold Elizabeth L. Lund Electronically Signed By: Hon. Judge Peter Ohman Mon, Aug 03 2026 12:58:42 PM 12 Page 1 of 45 22293 City Commission Findings of Fact for the Shady Glen Preliminary Planned Unit Development (PUDP) Public Meeting/Hearing Dates: Community Development Board met (acting in their capacity as the Design Review Board (DRB)) - Monday, March 6, 2023 at 6:00 pm. City Commission meeting met Tuesday, March 21, 2023 at 6:00 pm Project Description: A preliminary planned unit development (PUDP) to request relaxations required for major subdivision application requesting to subdivide 11.87 acres into 16 residential lots (two of which are proposed to be deed restricted affordable housing lots) and 5 common open space lots (one of which is proposed to be a 7.129 acre wildlife refuge). There are 6 relaxations being requested with this PUDP. Anywhere a relaxation is not being requested, the application is required to meet the Bozeman Municipal Code (BMC). This PUDP is being reviewed concurrently with the Shady Glen preliminary plat (PP) application, Application 22294. Project Location: The property is legally described as Bridger Creek Subdivision, Tract 1-A, Plat J-200K, COS 885, Amended Plat of Lot 57A of the Amended Plat Lots 56, 57 & 58A of Bridger Creek Subdivisions Phase 1, Section 31, Township 1 South, Range 6 East, P.M.M., City of Bozeman, Gallatin County, Montana. Staff Recommendation: The application conforms to standards and is sufficient for approval with conditions and code provisions with the approval of requested relaxations. Recommended City Commission Motion: Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 22293 and move to approve the Shady Glen PUDP, with contingencies required to complete the application processing. Report Date: April 7, 2023 Staff Contact: Lynn Hyde, Development Review Planner Lance Lehigh, Project Engineer Agenda Item Type: Action (Quasi-judicial) EXECUTIVE SUMMARY The City Commission voted unanimously against the motion to approve application 22293, therefore denying the application. The application materials are available in the City’s Laserfiche archive and may be accessed through the Community Development viewer as well. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 13 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 2 of 45 Ninety seven written public comments have been received as of the writing of these findings. The public comment can be found in the City’s Laserfiche archive and available to the public. Unresolved Issues. There are no unresolved issues with this application other than the 7 staff-recommended conditions of approval noted in Section 3 below found on page 14. Project Summary The Department of Community Development received a preliminary planned unit development (PUDP) Application on September 2, 2022 concurrently with a major subdivision preliminary plat application, requesting to develop 11.87 acres into 16 residential lots, two of which are proposed to be deed restricted affordable housing units, and 5 common open space lots. Common Open Space Lot 3 is a 7.129 acre lot proposed to be set aside as a wildlife refuge. The parcel is zoned R-1, Residential Low Density District. The PUDP proposal requests 6 relaxations from development standards which are listed below. The application is required to meet all other requirements that are not included in a relaxation request. Below are brief summaries of the relaxation requests which are discussed in further detail in this report. 1. BMC 38.310.030.A – A relaxation to allow townhouses as a permitted use within the R-1 zoning district in order to provide two deed-restricted affordable housing units. 2. BMC 38.400.010.A.8 – A relaxation for the design of a dual (combined) use access for pedestrians and emergency or other authorized vehicles. 3. BMC 38.400.050.A. – A relaxation from specific right-of-way and local street design standards, for Shady Glen Lane. 4. BMC 38.410.040.D – A relaxation from right-of-way and design standards for a pedestrian access doubling as an emergency vehicle access. 5. BMC 38.410.100.A.2.c.4. – A relaxation from watercourse setback and wetland buffer requirements. This relaxation request is to reduce the 50-foot setback to 35-feet. This reduction affects 9 of the proposed 16 residential lots. 6. BMC 38.410.100.A.2.d – A relaxation to allow placement of fill material, for non-exempt uses, within the East Gallatin River’s 100-year floodplain. This allowance for fill in the 100-year floodplain affects 7 of the proposed 16 residential lots and 1 open space lot. A PUD is a discretionary approval and the review authority must find that the overall development is superior to that offered by the basic existing zoning standards as required in BMC 38.430.030.A.4. The intent of a PUD is to promote maximum flexibility and innovation in development proposals within the City. The applicants can request relaxations from the code in exchange for a higher quality of design. The obligation to show a superior outcome for the community is the responsibility of the applicant. The applicant asserts that the overall community outcome of the proposal is superior to what would be obtained from the application of the default R-1 zoning district. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 14 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 3 of 45 Note that the PUD criteria found in BMC 38.430 have since been replaced by a new planned development zone district (PDZ) criteria. This application now qualifies under the current UDC provisions for a “Legacy planned unit development”, pursuant to Section 38.440.010.A because the application was deemed “adequate for further review” on October 27, 2022, prior to the City’s October 27, 2022 replacement of UDC PUD standards with new Planned Development Zone (PDZ) District. The new PDZ regulations established new procedures for review of older PUDs and PUD applications, now deemed “legacy” PUDs. This application is being reviewed and evaluated by the previous PUD review criteria as well as by relevant process and review criteria for “legacy” PUDs. Should this Preliminary PUD be approved by the City Commission, it would be deemed a Legacy Preliminary PUD and a Legacy Final PUD would follow the procedures and standards of UDC 38.440.020, Legacy Final Plan Review and Approval. Individual lot development proposals, such as a site plan, would be measured by the approved Legacy Final PUD and relevant R-1 District and UDC standards in effect at the time of such an application. Any amendment to an approved Legacy Final PUD must meet the standards for “minor amendments” pursuant to UDC 38.440.030. Changes greater than minor amendments must be processed as a new Planned Development Zone (PDZ) application subject to UDC 38.430 standards. A copy of the applicable code is included in the project development folder and titled, Bozeman Municipal Code Jan 3, 2022 Reference Copy – Chapter 38, and linked in the appendices. The Development Review Committee (DRC) has reviewed the application. Based on its evaluation of the application against the criteria, the DRC found the application sufficient for continued review on October 27, 2022. The application is complete for design review purposes. The Community Development (CD) Board, acting in their capacity as the Design Review Board (DRB) reviewed the application on March 6, 2023. The DRB is the design review advisory board to the City Commission on this application. The CD Board motion to recommend approval with recommended conditions passed, 4-3. The link to view the full CD Board meeting is provided. The City Commission held a public hearing on the application on March 21, 2023. After the City Commission reviewed and considered the application materials, staff report, advisory review board recommendations, public comment, and all the information presented, the motion to approve failed on a vote of 0-5. The City Commission made individual findings supporting the decision and a summary of the findings for this project can be found below in this report, specifically Section 7 – Findings of Fact, Order and Appeal Provisions. The City Commission’s alternative findings can also be found in Section 6 – Staff Analysis and Findings, which identifies the relaxations the City Commission did not support. Without the relaxations, the application fails to comply with regulations applicable to the project. These PUD findings of fact are meant to be incorporated into and supplement the preliminary plat application 22294 findings of fact because the preliminary plat is inextricably linked to and depends upon approval of the PUD application. The link to view the full City Commission meeting is provided. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 15 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 4 of 45 TABLE OF CONTENTS EXECUTIVE SUMMARY ............................................................................................................ 1 Unresolved Issues. .............................................................................................................. 2 Project Summary ................................................................................................................. 2 SECTION 1 – MAP SERIES .......................................................................................................... 5 SECTION 2 – REQUESTED RELAXATIONS .......................................................................... 14 SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL .......................................... 14 SECTION 4 – CODE REQUIREMENTS .................................................................................... 16 SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ............................................ 18 SECTION 6 – STAFF ANALYSIS AND FINDINGS ................................................................ 19 Applicable Planned Unit Development Review Criteria, Section 38.230.100.A, ............ 19 Conditional Use Permit Review Criteria, Section 38.230.110 ......................................... 30 Planned Unit Development Design Review Criteria, Section 38.430.090.E .................... 32 SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS ......................... 38 APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 41 APPENDIX B – DETAILED PROJECT DESCRIPTION .......................................................... 44 APPENDIX C – NOTICING AND PUBLIC COMMENT ......................................................... 44 APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF ................................. 45 FISCAL EFFECTS ....................................................................................................................... 45 ATTACHMENTS ......................................................................................................................... 45 DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 16 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 5 of 45 SECTION 1 – MAP SERIES Exhibit 1 – Zoning DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 17 Page 6 of 45 Exhibit 2 – Community Plan 2020 Future Land Use DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 18 Page 7 of 45 Exhibit 3 – Current Land Use DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 19 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 8 of 45 DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 20 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 9 of 45 Exhibit 4 – Preliminary Plat Exhibit 5 – Landscaping Plan DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 21 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 10 of 45 DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 22 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 11 of 45 Exhibit 6 – Wetland Delineation Map DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 23 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 12 of 45 Exhibit 7 – Watercourse setback and wetland impacts Exhibit 8 – Shady Glen ‘Green Plan’ & Wildlife Refuge DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 24 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 13 of 45 Exhibit 9 – Multi-modal network DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 25 Page 14 of 45 SECTION 2 – REQUESTED RELAXATIONS The applicant requested 6 relaxations with the preliminary planned unit development (PUDP) application. 1. BMC 38.310.030.A – A relaxation to allow townhouses as a permitted use in the R-1 zoning district in order to provide two affordable housing units. 2. BMC 38.400.010.A.8 – A relaxation for the design of a dual (combined) use access for pedestrians and emergency or other authorized vehicles. 3. BMC 38.400.050.A. – A relaxation from specific right-of-way and local street design standards, for Shady Glen Lane. 4. BMC 38.410.040.D – A relaxation from right-of-way and design standards for a pedestrian access doubling as an emergency vehicle access. 5. BMC 38.410.100.A.2.c.4. – A relaxation from watercourse setback and wetland buffer requirements. This relaxation request is to reduce the 50-foot setback to 35-feet. This reduction affects 9 of the proposed 16 residential lots. 6. BMC 38.410.100.A.2.d – A relaxation to allow placement of fill material, for non-exempt uses, within the East Gallatin River’s 100-year floodplain. The applicant proposed to place fill within the shallow floodplain fringe on 7 of the proposed 16 residential lots.. The requested relaxations may be granted with a Planned Unit Development (PUD). The criteria for granting PUD relaxations found in BMC 38.430.030.A.4.c (This project began review and received adequacy prior to the effective date of the new PDZ. Compliance with the previous PUD code sections is the basis for the review and decision. A copy of the applicable code is included in the project development folder and title, Bozeman Municipal Code Jan 3, 2022 Reference Copy – Chapter 38.). Staff has reviewed the criteria and finds the relaxations meet justification for approval. Anywhere a relaxation is not requested, the application has been found in compliance with the Bozeman Municipal Code. The City Commission determined that the application is not consistent with the review criteria, specifically the requirement that the PUD is superior community product to that offered by the basic existing zoning standards, and, acting in their capacity as the review authority, denied the project. The City Commissions findings are discussed below where they found the application did not meet the criteria and determined the proposed plan could be detrimental to the health, safety and welfare of the community, both existing and proposed. SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL Please note that these conditions are in addition to any required code provisions identified in this report. These conditions are specific to this project. Recommended Conditions of Approval: DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 26 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 15 of 45 1. The approved affordable housing plan must be recorded concurrent with the final plat and a reference to the recorded document must be provided on the conditions of approval page of the final plat. The reference on the conditions of approval sheet must be, “This subdivision is subject to affordable housing requirements to satisfy planned unit development requirements voluntarily opted into by the subdivider. The subdivision’s requirements and obligations can be found in the Shady Glen Affordable Housing Plan recorded as document no.__________ at the Gallatin County Clerk and Recorders Office.” This condition is satisfied with the recording of the final plat mylars and the affordable housing plan for the subdivision. The Clerk and Recorder should write in the document number for the recorded affordable housing plan on the conditions of approval sheet prior to the filming/scanning of the final plat. 2. The subdivider must install perpetual wetland boundary markers on the watercourse setback line on Lots 8, 9 & 10 prior to final plat approval. The wetland boundary markers proposed must be approved by the Community Development Department prior to installation. 3. Building Design Guidelines must be established and include a requirement applicable to all lots within the wetland buffer, and backing up to existing wetlands to ensure proper stewardship of the adjacent critical lands. At a minimum they must include the below: i. The back yard areas of lots near the wetlands will be filled ‘close to street level’ in order to create a fill slope at the back lot lines while will be planted with native grasses. Storm runoff from top slopes will drain as sheet flow over the slope, and the vegetation will ‘intercept, filter and infiltrate’ any runoff that does occur. This creates a buffer to protect the undeveloped floodplain and wetland areas from sediment and nutrients. ii. The HOA/POA require homeowners to use phosphorous-free fertilizers and to not dispose of trash, grass clippings or yard waste within the wetland buffer. Signage will be included noting the restrictions of pets from the wildlife refuge. The covenants will also include a requirement to install and maintain continuous fencing along the wildlife preserve. iii. In accordance with MPDES stormwater discharge requirements, any construction related sediment will be intercepted during construction with a silt fence, wattles or other filtration measures. 4. The subdivision must install a fence along the southern boundary of the proposed Shady Glen Wildlife Refuge adjacent to the Bridger Center Subdivision and on the east along the boundary with the proposed residential lots in this development. The fence design and materials must be approved by the Community Development Department prior to installation. Fence materials must limit passage of materials and equipment, minimize DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 27 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 16 of 45 visual impact, and maximize durability and longevity. Fence installation must be completed prior to final plat approval; financial guarantee of this work is not allowed. In addition, the subdivision covenants will include a requirement for the applicant to install and the homeowners association to maintain the previously described fence. 5. The Planned Unit Development is permitted through the Conditional Use Permit process. The right to a use and occupancy permit is contingent upon the fulfillment of all general and special conditions imposed by the conditional use permit procedure and all of the conditions constitute restrictions running with the land use, apply and must be adhered to by the owner of the land, successors or assigns, are binding upon the owner of the land, their successors or assigns, must be consented to in writing, and must be recorded as such with the County Clerk and Recorder’s office by the property owner prior to the issuance of any building permits, final plan approval or commencement of the conditional use. 6. The applicant shall complete construction or other provision of all identified public benefits which were the basis of the planned unit development qualifying for review and all amenities depicted on the preliminary planned unit development application materials prior to the issuance of the 9th building permit within the development. This includes the construction of the two affordable townhomes, the completion of the improvements associated with Common Open Spaces 03 & 04, as well as the way-finding improvements. This obligation must be included on the Conditions of Approval sheet of the associated final plat. 7. A wayfinding signage and educational signage program must be submitted to the city for review and approval with the final PUD approval. As the wayfinding program is part of the PUD performance points, the improvements must be completed with the PUD improvements. SECTION 4 – CODE REQUIREMENTS 1. Sec. 38.100.080 – Compliance with regulations required. The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or State law. 2. Sec. 38.220.020 & 38.610.050. Prior to final plat approval, the applicant must provide the Community Development Department with a written statement of a wetland boundary determination from the U.S. Army Corps of the wetland status. If the wetlands are determined to be jurisdictional, an approved 404 permit for any changes to the wetland must be submitted to the Community Development office prior to final plat approval. The applicant must contact the Gallatin County Conservation District, Montana Department of Environmental Quality, and U.S. Army Corps of Engineers regarding the proposed project and any required permits (i.e., 310, 404, Turbidity exemption, etc.) must be obtained by the applicant. Approved stream and wetland permits shall be provide prior to public infrastructure approval for public infrastructure impacts to jurisdictional wetland and streams. Permits and a FEMA approved LOMR-F must be provided prior to final plat approval. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 28 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 17 of 45 3. BMC 38.220.320. In order to disclose to future purchasers their obligations regarding open space established in the municipal code the following language shall be included on the Conditions of Approval Sheet of the final plat: “As established by 38.220.320.A, 38.340.150.A.3.d, and other applicable elements of the municipal code effective on [DATE of Preliminary plat sufficiency determination], ownership of all common open space areas and trails, and responsibility of maintenance thereof and for city assessments levied on the common open space lands shall be that of the property owners’ association. Maintenance responsibility shall include, in addition to the common open space and trails, all vegetative ground cover, and irrigation systems in the public right-of-way boulevard strips along all external perimeter development streets and as adjacent to public parks or other common open space areas. All areas within the subdivision that are designated herein as common open space including trails are for the use and enjoyment by residents of the development and the general public. The property owners’ association shall be responsible for levying annual assessments to provide for the maintenance, repair, and upkeep of all common open space areas, fencing on common open space and trails. At the same time of recording the final plat of the subdivision the subdivider shall transfer ownership of all common open space areas within each phase to the property owners’ association created by the subdivider to maintain all common open space areas within Shady G subdivision. The City may release the Shady Glen Property Owners’ Association from the obligation to maintain parks dedicated to the City at the City’s discretion.” 4. BMC 38.220.320. Covenants. Covenants, restrictions, and articles of incorporation for the creation of a POA (Documents) shall be submitted at least 30 working days prior to submitting the final plat application for review by the Department of Community Development and shall contain, but not be limited to the following items: 1) the orientation and setbacks for corner lots, 2) all additional setbacks required when lots are adjacent to pathway corridors and minor arterial roads, 3) provisions for fences, 4) provisions for snow removal, maintenance and upkeep of all common areas, public and private parks, trails, storm water runoff facilities, 5) guidelines that outline architectural and landscape requirements for each individual lot and/or phase of the subdivision, including placement of boulevard trees at a regular spacing for each residential lot, 6) provisions that outline the renewal of an annual contract with a certified landscape nursery person for the upkeep and maintenance of all parklands, common open space, trails, etc., 7) landscape details for detention ponds, outlet structures, boulevard trees, parkland, irrigation, etc., 8) mitigation of groundwater with established floor elevations, 9) noxious weed control, and 10) assessment of existing and future Special Improvement Districts. These documents shall be executed and submitted with the initial final plat to be filed with the Gallatin County Clerk and Recorder at the time of recording of the final plat. 5. BMC 38.400.010. No parking is allowed along the cul-de-sac. No parking signs must be installed prior to final plat approval. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 29 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 18 of 45 6. BMC 38.410.100. With the final plat, a watercourse planting plan must be prepared that identifies the maintenance of the watercourse setback landscaping. The landscaping identified in the watercourse planting plan must be installed or financially guaranteed prior to final plat approval. 7. BMC 38.410.100. No accessory structures, patios, or recreational equipment (i.e. swingset, trampoline. etc.) can be located within the watercourse setback. This language must be included in the POA documents and covenants. SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS The Development Review Committee (DRC) determined the application was sufficient for continued review and recommended approval with conditions on October 27, 2022. The Community Development (CD) Board, acting in their capacity as the Design Review Board (DRB) reviewed the application on March 6, 2023. The DRB is the design review advisory board to the City Commission on this application. The CD Board motion to recommend approval with recommended conditions passed, 4-3. The link to view the full CD Board meeting is provided. Summary of the Community Development Board’s discussion is below. These points were expressed by at least one member, however the bullets don’t necessarily represent the thoughts of the entire board. 1. Positives: a. Alternative right-of-way width provides a superior design and creativity surrounding the roadways. Like that it pulls the development further from the wetlands setback. b. The Board expressed enthusiasm of the multi-modal connectivity that is provided. c. Commended the applicant for continuing to be creative and work with neighbors. d. The Board liked that the project adds net increase in floodplain compensatory storage. e. The Board appreciated the affordable housing component. 2. Concerns: a. The Board expressed the desire to have a full local street as a secondary emergency access. b. Expressed concern that the HOA must maintain the gated secondary access lane free from snow build-up so Fire and EMT vehicles may access the Site. c. Discussion surrounding if the wetland mitigation impacts proposed are adequate. 3. Neutral: a. Members of the Board expressed desire to design the secondary access for pedestrians first and emergency vehicles second. This would include treatments that make a pedestrian feel welcome and safe. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 30 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 19 of 45 b. Members of the Board expressed desire to have greater densities for infill projects, although understand the constraints of this site. c. The Board expressed the disappointment that the adjacent private property owners were not able to come to an agreement to provide a secondary full local street. d. Would like to understand the long term plan for the affordable housing units. The City Commission held a public hearing on the application on March 21, 2023. After the City Commission reviewed and considered the application materials, staff report, advisory review board recommendations, public comment, and the motion to approve failed on a vote of 0-5. The analysis and summary findings for this project can be found below in this report, specifically Section 7 – Findings of Fact, Order and Appeal Provisions. The City Commission’s alternative findings can also be found in Section 6 – Staff Analysis and Findings, which identifies the relaxations the City Commission did not support. Without the relaxations, the application fails to comply with regulations applicable to the project. These PUD findings of fact are meant to be incorporated into and supplement the preliminary plat application 22294 findings of fact because the preliminary plat is inextricably linked to and depends upon approval of the PUD application. The link to view the full City Commission meeting is provided. SECTION 6 – STAFF ANALYSIS AND FINDINGS Analysis and resulting recommendations are based on the entirety of the application materials, municipal codes, standards, plans, public comment, and all other materials available during the review period. Collectively this information is the record of the review. The analysis in this report is a summary of the completed review. The City Commission determined that the application does not meet the criteria of this section, and acting in their capacity as the review authority, denied the project. The City Commission’s findings are discussed below where they found the application did not meet the criteria and determined the proposed plan could be detrimental to the health, safety and welfare of the community. Specifically, the Commission found relaxations requests 2, 3, 4, and 5 were not consistent with the review criteria nor did the PUD provide a superior outcome to that offered by the basic existing zoning standards as required by the UDC. Applicable Planned Unit Development Review Criteria, Section 38.230.100.A, The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, do not in any way create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or State law. In considering applications for plan approval under this title, the advisory boards and City Commission shall consider the following: DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 31 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 20 of 45 1) Conformance to and consistency with the city’s adopted growth policy. Yes. The property has a future land use designation of Urban Neighborhood and is zoned R-1. The applicant proposes to set aside a large amount of the property (approximately 60%) as a wildlife refuge to protect the important ecosystem and wildlife habitat. The remaining 40% of the site is proposed to be developed consistent with the Urban Neighborhood designation and R- 1 zoning district. The project is in conformance to and consistent with the City’s adopted growth policy. Refer to Appendix A, Project Site Zoning and Growth Policy for additional discussion as well as goals and objectives this project is achieving. City Commission Findings: No. The Commission acknowledged that this is a challenging site. Commissioners also acknowledged that the proposed PUD is infill development in an area in the community where the city wishes to grow, which would satisfy some portions of the Bozeman Community Plan 2020 (Growth Policy) recognizing the need for more housing development, and, with respect to this project, a small addition of affordable housing. However, the Commission also noted the location of the affordable housing units and overall site design raised some inconsistencies between the proposed housing and goals of the Growth Policy, including Goals N-1.1 and R-2.4. Ultimately, the Commission did not find that the proposed PUD creates a superior outcome for the community, particularly given its incongruities with other parts of the City’s adopted growth policy. The Commission found that the proposed cul-de-sac does not further growth policy goals addressing well-planned neighborhoods, including connectivity for both vehicles and pedestrians. Goals N-1.9 and M-1.4 expressed in the City’s Growth Policy address transportation networks, connectivity, and multimodal means of travel. Further, the Commission noted the proposed cul-de-sac design and narrower road width with a sidewalk and parking only along one side of the street would limit public access to the development’s proposed wildlife refuge and trails to those who are able to walk there via connecting trails, contrary to the City’s inclusivity goals addressed in R-2.4, EPO-1.3, EPO-1.4, and M-1.4 of the Growth Policy. Our parks are meant to be enjoyed by everyone in the community, getting there by whatever means they would like. The Commission found that the proposed gated and locked emergency and pedestrian secondary access to the development creates hazards to safety and hinders the efficient provision of emergency services. One theme in the Growth Policy is to be a resilient city, with Goal R-2.7 “include flexible and adaptable measures that consider future unknowns of changing climate, economic, and social conditions” and R-2.2 expressing the desire to “ensure that strategies directly address the reduction of risk to human well-being, physical infrastructure, and natural systems.” Application 22293 is contrary to this goal by relying on a gated and locked second emergency access point for the neighborhood. In the event of a disaster, possibly due to this neighborhood’s proximity to an industrial M-1 zoning district and the East Gallatin River and its DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 32 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 21 of 45 associated floodplain and wetlands, this neighborhood could be particularly vulnerable to the need for emergency services and could be hindered from receiving emergency services or efficient evacuation of residents due to a gated and locked secondary vehicle access. In addition, the proposed PUD is inconsistent with goals R-1.6, EPO-3.9, and RC-4.3 in the Growth Policy. The Commission also determined that the proposed development is inconsistent with Growth Policy goals related to protecting environmentally sensitive areas, including wetlands and floodplains, as well as protection of public health and safety during flood events. The Commission recognized public comment provided at the hearing and discussed recent changes to regional watercourses, including extraordinary flood events and the potential effects of climate change, in considering the applicant’s request to reduce the UDC required 50-foot watercourse setback to 35 feet. Further, the Commission found it not prudent to rely on a future homeowner’s association to enforce conditions designed to mitigate impacts of the development on nearby wetlands and watercourses, for example prohibiting the use of certain fertilizers, requiring interception of stormwater and other runoff, and prohibiting pets in the wildlife refuge. The Commission’s findings demonstrate that the proposed development is inconsistent with Growth Policy goals EPO-1.5, EPO-3.9, RC-2.1, RC-2.4, and RC-4.3. 2) Conformance to this chapter, including the cessation of any current violations. Yes. The project, if approved, will conform to the Bozeman Municipal Code other than the requested relaxations. If the Commission does not approve the relaxations then the project will not be in conformance and is not approvable, nor is the concurrent subdivision, Application 22294. There are no known documented violations of the BMC for this property. The applicant’s narrative adds that there have been numerous informal illegal ‘encampments’ that have been removed from the property. City Commission Findings: No. The Commission found that several relaxations were incompatible with standards of the Unified Development Code (UDC) that protect the health, safety and welfare of the community. Specifically, the Commission cited the gated and locked secondary access as a danger to public health and safety and not in conformance to provisions of the UDC meant to reasonably mitigate risk. If a fire, flood, or other natural disaster occurred in or near the subdivision, ingress and egress could be hindered due to the location and nature of the primary and secondary access. The Commission also found that requests for relaxations related to street width and design requirements are an unacceptable deviation from requirements of the UDC. Additionally, efforts proposed to mitigate the negative impacts of allowing development within the watercourse setback were deemed inconsistent with the intent and purpose of various sections of the UDC designed to ensure the City’s wetlands and watercourses are protected. Overall, the Commission determined that the application does not conform to the requirements of 38.430.030.A.4.c, BMC because it fails to present an environment, landscape quality and character superior to that produced by existing UDC standards. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 33 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 22 of 45 3) Conformance with all other applicable laws, ordinances and regulations. Yes. If Relaxation 1, allowing townhomes in the R-1 zoning district, is approved, the uses of the site are consistent with the R-1 zoning district. No specific conflicts have been identified. Additional steps will be required including, but not limited to, final payment for cash-in-lieu of water rights and parkland, finalization of the preliminary and final plat, recording of required easements, construction of infrastructure, PUD final plan documents and approval and building permits. The Building Division will review the requirements of the International Building Code for compliance at the time of building permit application. 4) Conformance with special review criteria for applicable permit type as specific in article 2; Yes. This Conditional Use Permit (CUP) and PUD criteria are reviewed below. The project meets the requirements and criteria as presented. City Commission Findings: No. The City Commission found that the PUD does not create a superior outcome for the community than that produced by existing standards. Commission findings regarding CUP and PUD criteria are included below. 5) Conformance with the zoning provisions of article 3, including: (Permitted uses; Form and intensity standards; applicable zone specific or overlay standards; general land use standards and requirements; applicable supplemental use criteria; and wireless facilities and/or affordable housing provisions.) Yes, with approval of the requested relaxations. Relaxation 1 is requesting to allow townhouses (2) in this development. Currently, Section 38.310.030, Table 38.310.030.A does not allow townhouse/rowhouse typologies in the R-1 zoning district. Previously, townhouses were a permitted use in the R-1 zoning district in order to satisfy the affordable housing provisions in the inclusionary zoning. Since that time, the State Legislature has removed the ability for local municipalities to require affordable housing, and with the redaction of the affordable housing ordinance, the ability to allow deed restricted affordable townhouse/rowhouse units in the R-1 zoning district was also removed from the code. Staff supports this relaxation. The applicant is voluntarily providing affordable housing unit (using the performance points towards the PUD), and the intent meets the City’s requirements previously required per Section 38.380.060 of the Unified Development Code. Staff finds this relaxation furthers the goals of the growth policy. In addition, a large portion of the site is remaining undeveloped, thus an increase in density for two units is not harmful to the neighborhood proposed or larger community at large. Refer to Exhibit 8 – Shady Glen Green Space Plan to see the amount of space preserved. Recommended Condition of Approval 1 includes an Affordable Housing Plan requirement. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 34 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 23 of 45 City Commission Findings: The City Commission found that although there is a community need for affordable housing, this proposal does little to address affordable housing needs. In addition, the placement of the affordable housing next to the industrial zone to the south and cut off from the rest of the development, places the affordable units in a less desirable location than all other dwellings in the development. The proposed location of the two affordable housing units separates them from the market rate housing by the emergency access, and places the two affordable housing lots next to the industrial zoning district to the south, which makes these two lots the only lots that border the industrial zone to the south. These considerations contributed to the Commission’s determination that the benefits of two units of affordable housing was not sufficient to constitute a superior character, quality, or environment than by complying with all UDC standards. 6) Conformance with the community design provisions of article 4, including transportation facilities and access, community design and element provisions, and park and recreational requirements. Access to the site is via a proposed extension from Birdie Drive through The Links Condominium development to the east via an existing public access easement. A secondary emergency access to the site comes from the south off Commercial Drive. The access is gated at the property line that meets the Fire Department access requirements. It is not feasible to create a full street connection to Commercial Drive to south due to physical constraints of the right-of- way alignment. Portions of the right-of-way that would be required were vacated previously by the city. A cul-de-sac is proposed at the northern end of Shady Glen Lane which are typically prohibited unless they are deemed “necessary due to topography, the presence of critical lands, access control, adjacency to parks or open space, or similar site constraints. Pedestrian walks must be installed at the end of culs-de-sac where deemed appropriate” (BMC38.400.010.A.9). The cul- de-sac is necessary due to adjacency to park, open space, wetlands, and lack of access to adjacent streets. A pedestrian walkway was provided at the end of the culs-de-sac to the adjacent pedestrian path on the northeast portion of the subdivision. The cul-de-sac was reviewed by the Engineering Department as well as the emergency services and found to be adequate. Refer to Code Requirement 5 which prohibits parking at the end of the culs-de-sac. City Commission Findings: The City Commission recognized that the site is difficult to develop, but also noted that current development standards prohibit cul-de-sac design, except in extraordinary circumstances. The developer was encouraged to meet with neighbors obtain easements to establish a more logical, fully operational secondary access point to the development. Additionally, the Commission noted that the cul-de-sac design contributed to the feeling that this development has elements of a gated community, in that the cul-de-sac contributes to a lack of public access to amenities like the wildlife refuge and the public trail system. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 35 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 24 of 45 Per BMC 38.410.040.B,“Block length must not be designed, unless otherwise impractical, to be more than 400 feet in length or less than 300 feet in length. Block lengths may be longer than 400 feet if necessary due to topography, the presence of critical lands, access control, or adjacency to existing parks or open space. In no case may a block exceed 1,320 feet in length. Based on the applicant’s diagram, staff reviewed and concurred that this subdivision is in compliance with this code provision. Due to the unique nature of this subdivision and the layout, it is somewhat debatable as to what is considered the start of the block. If the block is considered to start from the pedestrian connection to Commercial Drive and end at the cul-de-sac, the block is less than 600’, however if the block is considered to start at Birdie Drive and end at the cul-de- sac, the distance is 1,140’. Although longer than the typical 300 to 400 feet block, it is within the 1,320’ maximum, thus staff determined a relaxation is not necessary based upon measurements provided. Whether the block is considered to start at the pedestrian right-of-way that connects to Commercial Drive, or if the block starts at Birdie Drive, the road is less than 1,320 feet to the cul-de-sac, thus meeting this code requirement. Refer to Exhibit 9 – Multi-modal network which contains measurements for the block segments. Relaxation 2 requests allowing a dual access for pedestrians and emergency (or other authorized) vehicles. BMC 38.400.010.A.8 requires second or emergency access in order to facilitate movement, the provision of emergency services and the placement of utility easements. The entire access is required to be maintained for all-season access by a private-party maintenance agreements set up by the Shady Glen Property Owner’s Association. The proposed dual access would also provide an emergency access through route between the existing cul-de-sacs of Bridger Center Drive/Commercial Drive and Birdie Drive. Staff supports this proposed relaxation as the dual access furthers the multi-modal connectivity between neighborhoods and trail systems for pedestrians and bicycles. In addition, the emergency access provides a new connection for both the proposed neighborhood as well as existing neighborhoods, and is a solution for a property that otherwise does not have a secondary access option. Refer to Exhibit 9 – Multi-modal network. The Fire Department has reviewed the application and determined the design is adequate to provide the requisite secondary emergency access. City Commission Findings: The City Commission determined that the proposed gated and locked dual access for pedestrian and emergency vehicles do not facilitate efficient movement into and out of the subdivision, nor does it adequately provide access for emergency services entering the development or the evacuation of people out of the development. Citing concerns with flooding or potential industrial disasters, as well as the very limited number of keys to the gate, the City Commission found this requested relaxation unacceptable. The Commission also expressed concerns that inappropriate snow storage would prevent access to the locked gate and would hinder emergency and pedestrian access. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 36 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 25 of 45 Relaxation 3 is requesting a reduced width for the right-of-way provided with Shady Glen Lane. BMC 38.400.050.A requires all streets and road to meet the right-of-way width and construction standards contained in this chapter. A typical local street section is 60’ and includes a 5’ sidewalk on both sides of the street, boulevard landscape strip, parking and two travel lanes. The application proposes the below changes to a standard street section in order to better protect the critical wetlands by shifting the lots easterly away from the wetlands. • Provide 5’ sidewalk on the west side of Shady Glen Lane immediately adjacent to the street, removing the boulevard strip. In lieu of a boulevard strip and street trees, the Development Guidelines will require trees to be planted on each residential lot. • Eliminate the sidewalk on the eastern side of Shady Glen Lane as there is an existing gravel trail that runs parallel where a sidewalk would be, and because there are no lots proposed on the eastern side of Shady Glen Lane. • Eliminate the east side parking lane as there are no residential lots on the eastern side and would likely be providing excessive on-street parking. Staff supports this proposed relaxation in order to shift the lots to the east where possible in order to mitigate impacts to the wetlands. Staff finds this design proposal to impact the wetlands less than the alternatives which could include, a full street section, with the lots pushed further into the wetland setbacks. Another alternative, interestingly enough would not have required a relaxation, would be to have the street going through the wetland. Streets are an exempt improvement in the wetland, even though in this case, it would have had a greater impact on the wetlands that the back yards of the lots in the wetland. This design provides the least impact to the wetland setbacks of all the alternatives explored. Refer to Code Requirements 2, 3, 4, 6 & 7. City Commission Findings: The City Commission likewise determined that relaxation 3 does not conform to the City’s community design requirements, particularly those related to transportation facilities and access to public recreation amenities. The Commission noted that the combined effect of the street design of a cul-de-sac, a reduced width street, parking limited to only one side of the street, and a sidewalk on only one side of the street is an unacceptable limitation of public access to the wildlife refuge and trail system proposed in the development. By effectively hindering public access through street design relaxations, the development’s proposed public recreation amenities are not inclusive to all citizens of Bozeman. Relaxation 4 is requesting alternative design requirements for the dual-access as it relates to the pedestrian right-of-way design requirements. BMC 38.410.040.D requires pedestrian rights-of- way meet specific design requirements including specific setbacks for adjacent buildings, maintenance requirements and that the walk is constructed as a city standard sidewalk. The proposal requests to specify the setback for adjacent buildings as 7.5’ instead of the required 10’ and to construct the pathway as asphalt in lieu of concrete (which is the ‘city standard sidewalk’ material). DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 37 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 26 of 45 Setbacks adjacent to pedestrian rights-of-way less than 30’ wide (this right-of-way is proposed at 20’) must be not less than ten feet. The applicant’s narrative states “Because the 20-foot width is a requirement for the emergency access and a single-use pedestrian walk could meet the standards at a 10-foot width, the widening of a 10-foot walk to 20 feet is required only due to the unique, dual-use nature of the pedestrian walk. The proposed widening would result in a pedestrian ‘corridor’ (walkway plus setbacks) of 35 feet which exceeds the standards, in terms of total width including setbacks, by 5 feet.” The second portion of this relaxation is the proposed surface material. The code provision states that a pedestrian walk is to be constructed as a city standard sidewalk which would include the surface material. Typical city standard sidewalk is concrete, the proposal is for asphalt due to the dual use nature of the access. Staff concurs that if this pedestrian access is to also be used as an emergency access, additional consideration to design criteria is warranted. The reduced setback from 10’ to 7.5’ (2.5’ less) is not anticipated to take away from the resident’s privacy, nor the user’s experience of the public pathway. In addition, if the proposal is to use this access as a secondary emergency vehicle access, asphalt is the likely surface material. Staff supports this relaxation. Code Requirement 4 addresses the components that must be placed in the CC&Rs. 7) Conformance with the project design provisions of article 5, including compatibility with, and sensitivity to, the immediate environment of the site and adjacent neighborhoods and other approved development; design and arrangement of the elements of the plan; landscaping; open space; lighting; signage Not applicable as any residence of 5 or fewer units does not have to adhere to Article 5. 8) Conformance with environmental and open space objectives set forth in articles 4-6, including: The project site is comprised of 3.26 acres of wetlands. Four wetland systems and one non- wetland water way were delineated during the wetland delineation. The wetlands were labeled as Wetland 1, Wetland 2, Wetland 3, Wetland 4, and Wetland 4a. Refer to previous Exhibit 6 – Wetland Delineation Map. Relaxation 5 is requesting a reduction from the 50’ setback that is required to 35’ for 9 of the proposed 16 residential lots. BMC 38.410.100.A.2.c.4 requires that setbacks be extended a minimum of 50 feet beyond the perimeter of a connected wetlands. Exhibit 7 – Watercourse setback shows the proposed extend of a 35’ setback. BMC 38.410.100.A.2.b(2) states [nothing in this section prohibits an owner of affected property from:] when applicable, seeking a deviation to dimensional standards of the watercourse setback, as allowed by and subject to the requirements of divisions 38.340 or 38.430 of this chapter. The reference to BMC 38.430 is the reference to an applicant’s ability to request a reduction to the watercourse setback through a PUD process. The applicant states in the narrative, “A relaxation of the 50-foot wetland buffer DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 38 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 27 of 45 width to 35 feet is requested to allow for reasonable building envelopes and to achieve minimum net density required in R-1 zoning. The residential lots have been arranged to ensure that all building envelopes would be outside of the proposed 35 foot wetland buffer.” In order to ensure proper stewardship of the wetland buffer, the applicant proposes the following: a. Building Design Guidelines are proposed to include a requirement, applicable to all lots within the wetland buffer, and backing up to existing wetlands, to route their roof drainage to rain barrels or on-property infiltration facilities. This will reduce the volume of runoff towards the wetlands. b. The back yard areas of lots near the wetlands will be filled ‘close to street level’ in order to create a fill slope at the back lot lines while will be planted with native grasses. Storm runoff from top slopes will drain as sheet flow over the slope, and the vegetation will ‘intercept, filter and infiltrate’ any runoff that does occur. This creates a buffer to protect the undeveloped floodplain and wetland areas from sediment and nutrients. c. The HOA/POA require homeowners to use phosphorous-free fertilizers and to not dispose of trash, grass clippings or yard waste within the wetland buffer. Signage will be included noting the restrictions of pets from the wildlife refuge. The covenants will also include a requirement to install and maintain continuous fencing along the wildlife preserve. d. In accordance with MPDES stormwater discharge requirements, any construction related sediment will be intercepted during construction with a silt fence, wattles or other filtration measures. The US Army Corps of Engineers has issued a wetland fill permit coinciding with the proposed areas of wetland impacts. The total impacts are less than 0.10 acres. The applicant’s narrative speculates that these efforts to protect the wetland may “reduce wetland impacts to zero and, over time, might even result in a net increase in wetlands acreage on the site”. Staff concurs that the mitigation measures are robust, and supports the relaxation request with the proposed Condition of Approval 2 that requires the developer to install perpetual wetland boundary markers on the watercourse and Condition of Approval 3 that requires the establishment of Building Design Guidelines. City Commission Findings: The City Commission disagreed with staff analysis and found that the proposed development fails to conform to the UDC’s environmental objectives. The Commission found reduction of the watercourse setback to 35 feet unacceptable for two reasons. First, the Commission expressed concern about the burden imposed on the homeowner’s association to perpetually inform residents and diligently enforce the many required mitigation efforts proposed by the developer and required as conditions of approval to protect the nearby wetlands for generations to come. Requirements for rain barrels, infiltration systems, building design guidelines, phosphorus-free fertilizers, proper disposal of trash, grass clippings, and yard waste, restricting pets from the wildlife refuge, and ensuring that residents do not mow beyond DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 39 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 28 of 45 wetland boundary markers are only effective if they are enforced. Noting that homeowner’s associations can go out of business or otherwise fail to fulfill requirements imposed by the City, the Commission was unconvinced that environmental objectives in the UDC would be met by allowing encroachment into the wetland buffer. Second, the Commission found, in weighing community benefits offered in the application to all the requested relaxation requests, the proposal does not create a superior development to that which would be developed using standards set forth in code. Relaxation 6 is requesting a relaxation to allow placement of fill material, for non-exempt uses, within the East Gallatin River’s 100-year floodplain. The applicant proposed to place fill within the shallow floodplain fringe on 7 of the 16 proposed residential lots. The fill is proposed to be excavated from elsewhere on the site, removing old railroad bed fill, and increasing the floodplain storage elsewhere on the site with a net increase in available floodplain storage. BMC 38.410.100.A.2.d states “No newly constructed residential or commercial structure, addition to an existing structure, fence, deck fill material (other than that required for exempt uses), parking lot or other impervious surfaces, or other similar improvements may be located within required watercourse setback, unless approved through, and in conformance with, a variance or deviation process as authorized in this chapter.” As previously discussed, a planned unit development is a ‘deviation process’ authorized in this chapter. In order to mitigate any potential impacts to the wetland, the applicant has proposed to pull fill from a historic railroad bed west of Lot 5, and place the fill on the backs of Lot 3,4 8, 9, 10 & 11. The applicant’s narrative states, “The combined fill volume below the 100-year flood elevation (i.e., loss of flood storage capacity) will be less than the excavation volume below the 100-year flood elevation west of Lot 5 (i.e., gain in flood storage capacity). In other words, the proposed grading actually increases flood storage volume as compared to existing conditions. This is a rare occurrence for this type of relaxation/variance request in that the proposed plan to place fill within the floodplain would not negatively impact flood conveyance or storage capacity.” A CLOMR permit has already been obtained from the Federal Emergency Management Agency (FEMA) and can be found in the application materials. Staff supports this relaxation request as it is increasing the floodplain capacity, as well as providing mitigation measures for stormwater runoff from the urban development prior to reaching the wetlands. City Commission Findings: Commissioners expressed general concerns with relaxation 6, given climate changes and the potential for an increased number of flood events, but did not make any specific findings. 9) Conformance with the natural resource protection provisions of article 4 and article 6. The undeveloped site is home to existing wildlife. The applicant’s narrative states “large ungulates such as white tail deer, moose and possible mule deer inhabit the property during DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 40 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 29 of 45 different seasons. Smaller mammals consisting of squirrels, raccoons, rabbits, skunks, beavers, mink and possible otters frequent the property periodically. Avian species notably a variety of raptors, songbirds, wading birds, upland birds, waterfowl, and cranes have been viewed on the property. Naturally, the development of a site will disturb the existing ecosystem. This site is inside city limits and urban type development is anticipated. The applicant is proposing to leave over 60% in a wildlife refuge. The lack of human intrusion on these 7.13 acres allows wildlife a secure place to shelter and feed. In addition, this park is contiguous with Glen Lake Rotary Park which extends the natural setting of the existing park, and allow for fluid migration for the wildlife without crossing urban interface. The wildlife refuge will protect wildlife movement areas and the existing federally protected wetlands, water bodies, and wildlife habitat from human impacts. In addition, the Shady Glen HOA will require homeowners with lot lines adjoining the wildlife preserve to provide fencing to protect wildlife from pets and vice versa. A representative from the Montana Fish, Wildlife & Parks stated “This development alone is not likely to negatively impact big game at a population level for several reasons. It represents a small parcel (about 12 acres), most of which will be preserved in open space. This open space is currently planned to be adjacent to other open space lands owned by the City of Bozeman and along the banks of the East Gallatin River. Placing open space lands together amplifies benefits of the open space to wildlife. The proposed area is not in crucial big game winter range nor a known migration corridor for big game species. Finally, the area is proximate to other major developments at the outskirts of Bozeman”. In order to minimize human and wildlife conflict, the trails are not being placed on the wildlife refuge. In addition, Recommended Condition of Approval 3 above requires the applicant to construct a fence between the wildlife refuge and the commercial users to the south to minimize user conflict. Lot owners will be required to install fencing along the west lot lines, bordering the wildlife refuge to provide separation between the wildlife and residential units. The vegetation on site consist of Palustrine Scrub/shrub broadleaf deciduous forest, wetlands, and a fallowed hay pasture grassland. The forested areas are dominated by sandbar willow, red- osier dogwood, woods rose, quaking aspen and Bebb’s willow, alder, and canary reed grass. The wetland areas of the site are characterize by plant communities typically found in riparian areas or areas Saturday by groundwater conditions including, but not limited to: reed canary grass; beaked sedge; wooly sedge; wheat sedge; round-fruit rush; Colorado rush; Baltic rush; common cattail; and common spike-rush. There are also noxious weeds onsite. A weed management plan was submitted to, and approved by, Gallatin County. The application also notes they have removed approximately 2 tons of household trash from four homeless camps located within the Aspen grove on the property. While the development will naturally disturb vegetation where homes are proposed, however the remainder of the site will be improved to a superior environmental condition, and preserved. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 41 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 30 of 45 Areas disturbed during construction will be reclaimed through plantings of diverse riparian vegetation consisting of riparian grasses, forbs, scrub/shrubs and trees that tolerate saturated to semi-saturated soil conditions. The applicants narrative states, “Best Management Practices (BMPs) will be installed prior to project initiation to ensure that storm runoff from the areas of ground disturbance will be contained and treated onsite during and after construction. Low Impact Development (LID) designs such as infiltration galleries and biofiltration will be incorporated into the project’s final landscape design. These design features will help with water conservation.” 10) Other related matters, including relevant comment from affected parties. In total there were 97 written public comments, and 11 oral public comments at the public hearing. The Commission referred generally to public comment provided by Diana Sauther regarding movement of waterways in the Gallatin Valley in making some of their findings. 11) If the development includes multiple lots that are interdependent for circulation or other means of addressing requirements of this chapter, whether the lots are either: a) configured so that the sale of individual lots will not alter the approved configuration or use of the property or cause the development to become nonconforming; or b) The subject of reciprocal and perpetual easements or other agreements to which the City is a party so that the sale of individual lots will not cause one or more elements of the development to become nonconforming. Not applicable. The site will be subdivided according to the concurrent subdivision (22294). 12) Phasing of items listed in section 38.230.020.B, including but not limited to buildings and infrastructure. Not applicable. The project is proposed to be constructed in one phase. A subdivision is being reviewed concurrently with this PUD. Conditional Use Permit Review Criteria, Section 38.230.110 Planned Unit Developments (PUD) are reviewed as Conditional Use Permits (CUP), thus the PUD must also be reviewed against the CUP criteria. See staffs analysis below. E. In addition to the review criteria of section 38.230.110, the review authority shall, in approving a conditional use permit determine favorably as follows: E.1) That the site for the proposed use is adequate in size and topography to accommodate such use, and all yards, spaces, walls and fences, parking, loading and landscaping are adequate to properly relate such use with the land and uses in the vicinity. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 42 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 31 of 45 Yes the site is adequate is size to accommodate the land use. Typically, at 5 dwelling units per acre, before removing the critical areas, this site would be expected to have 55 or more units. Due to the critical areas including wetlands, floodplains, and setbacks, the developable area of the property is greatly reduced and 16 units are being proposed. The applicant has worked to use the developable area of the site, and the remainder will be an added benefit to the proposed neighborhoods, existing neighborhoods, community at large and wildlife but providing missing links to the multi-modal network, additional wildlife refuge areas, and affordable housing units. City Commission Findings: Refer to Commission findings above. The Commission determined that the site and proposed design are inadequate to accommodate parking, standard street width, connectivity of streets, and protection of the wetland buffer through watercourse setback requirements. E.2) That the proposed use will have no material adverse effect upon the abutting property. Person objecting to the recommendations of review bodies carry the burden of proof. Yes. While change is inevitably going to have an effect on neighbors, this development provides a net gain to the neighborhood and has no material adverse effects. The added emergency access can be used by both the commercial development to the south and The Links Condominium, the pedestrian connection provides a missing link for the multi-modal network, and the wildlife refuge adds to an existing park to provide a contiguous habitat for wildlife. The proposal includes improvements to the existing stormwater system to provide needed updates and maintenance. The increased floodplain capacity will benefit all residents in the area. City Commission Findings: Refer to Commission findings above. The Commission found that a reduction in the required watercourse setback and ineffective enforcement of mitigation tactics would negatively impact the wetlands for generations to come. E.3) That any additional conditions stated in the approval are deemed necessary to protect the public health, safety and general welfare. Yes. The PUD has Conditions of Approval that address the wetland setbacks and ensure the requested reduced setback does not have harmful effects on the natural environment. In addition, special conditions are in place to address the adjacency of residential developments with a proposed wildlife refuge, special fencing, ingress/egress, maintenance of the grounds, and emergency access. F.) In addition to all other conditions, the following general requirements apply to every conditional use permit granted: DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 43 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 32 of 45 F.1) That the right to a use and occupancy permit shall be contingent upon the fulfillment of all general land and special conditions imposed by the conditional use permit procedure; and F.2) That all of the conditions shall constitute restrictions running with the land use, shall apply and be adhered to by the owner of the land, successors or assigns, shall be binding upon the owner of the land, his successors or assigns, shall be consented to in writing, and shall be recorded as such with the county clerk and recorder’s office by the property owner prior to the issuance of any building permits, final plan approval or commencement of the conditional use. The necessary recording of documents will be addressed as part of the final PUD plan process and will be required prior to the approval of the final plat. Refer to Recommended Conditions of Approval 5 & 6 for the requirements to record CUP documents. Planned Unit Development Design Review Criteria, Section 38.430.090.E 2.a) All land uses within a proposed planned unit development must comply with the applicable objectives and criteria of the mandatory “all development” group. 2.a.1) Does the development comply with all city design standards, requirements and specifications for the following services: water supply, trails/walks/bike ways, sanitary supply, irrigation companies, fire protection, electricity, flood hazard areas, natural gas, telephone, storm drainage, cable television, and streets? Yes. The proposed development will be connected to and be served by City utilities. The Fire Department has reviewed the proposal and found it satisfactory to provide service to the proposed residential lots. The Parks Department has found the design satisfactory. In addition, the subdivision is proposed in very close proximity to Story Mill Community Park, Glen Lake Rotary Park, and with the dual access pedestrian connection, provides a missing link for pedestrians and bicyclists in the non-motorized network for the area connecting the trail system to the north of the subdivision to the Glen Lake Rotary Park trail system. The proposal includes a wayfinding signage program with educational posts throughout. Refer to Recommended Condition of Approval 7. The proposed development will be connected to and served by City utilities. Appropriate easements for street construction, utilities, emergency access, and trails are provided. The site is near the new construction public safety center and the response time is expected to be under 2 minutes. See list of relaxations for additional information on pedestrian access, streets, and setbacks. City Commission Findings: No. Refer to Commission findings above. Relaxations proposed in the application are unacceptable and do not comply with city design standards, DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 44 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 33 of 45 particularly those regarding street width, sidewalks, cul-de-sac design, secondary access, and flood hazard areas. 2.a.2) Does the project preserve or replace existing natural vegetation? Yes. As stated previously, A weed management plan was submitted to, and approved by, Gallatin County. Areas disturbed will be reclaimed through approved plantings. In addition, the applicant states Best Management Practices will be used during construction. Low Impact Design will be incorporated into the project’s final design. 2.a.3) Are the elements of the site plan (e.g., buildings, circulation, open space and landscaping, etc.) designed and arranged to produce an efficient, functionally organized and cohesive planned unit development? Yes. The applicant has continued to work with city staff and advisory boards to balance the competing elements of the site. The property is a legal non-conforming lot that would not be approved today because of the lack of frontage to a public street and street connectivity. This lack of frontage creates challenges for access to the site, and the applicant has worked to secure an access easement via The Links Condominium. If the adjacent neighborhoods were being created today, they would most likely be required to provide a through street to the Shady Glen Property as is required in BMC 38.400.010.A.1 Relation to undeveloped areas. This code provision states “When a proposed development adjoins undeveloped land, and access to the undeveloped land would reasonably pass through the new development, streets and alleys within the proposed development must be arranged to allow the suitable development of the adjoining undeveloped land.” Those neighborhoods were developed under a previous code and previous planning theory that did not require a connection to the Shady Glen property. The applicant has worked with the adjacent property owners and the City to resolve the access and easement issues on this somewhat ‘land-locked’ parcel and has arrived at a solution that is acceptable to the city departments including planning, engineering, and fire. Relaxations are requested to accommodate the existing site conditions created by the previous development of the surrounding properties, and provide additional improvements and preservation of critical areas that are above and beyond the required UDC. City Commission Findings. No. Refer to Commission findings above. The Commission found that the placement and location of the affordable housing units did not create a cohesive planned unit development, and in the inverse, separated the affordable housing from the market rate housing in a way that appeared to be placing the affordable housing in a less desirable location. Further, the Commission found that the street design, secondary locked and gated access, and associated requested relaxations did not promote efficient or functional circulation for the site and was contrary to public health and safety objectives. 2.a.4) Does the design and arrangement of elements of the site plan (e.g., building construction, orientation, and placement; transportation networks; selection and placement DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 45 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 34 of 45 of landscape materials; and/or use of renewable energy sources; etc.) contribute to the overall reduction of energy use by the project? Yes. The design includes enhancing the multi-modal network and decreasing the number of single occupancy vehicle trips required. Infill development is generally a thoughtful use of urban land as it utilizes existing infrastructure including wet and dry utilities as well as the existing street network to serve additional residential units. These components contribute to the overall reduction of energy use. The development is also adding to the green space and flood storage capacity within the city limits which helps reduce the urban heat affect, and also provides mitigation during heavy water events. The use of Low Impact Development landscaping and stormwater practices will also further the goals of water conservation. 2.a.5) Are the elements of the site plan (e.g., buildings, circulation, open space and landscaping, etc.) designed and arranged to maximize the privacy by the residents of the project? Yes. The developments lot sizes are consistent with the form and intensity standards adopted to ensure each residential unit has adequate lot size. Future building permits will be required to meet the required setbacks. The site is leaving over 60% undeveloped in a natural state which is above and beyond open space requirements that provide light and air for residents. One of the relaxation requests is requesting to reduce the setback from 10’ to 7.5’ where adjacent to a pedestrian right-of-way. This condition affects two lot lines, and staff concurs this condition is necessary due to the necessity of a widened pedestrian pathway to accommodate emergency vehicles, and does not take away from the resident’s privacy. 2.a.6) Park land. Does the design and arrangement of buildings and open space areas contribute to the overall aesthetic quality of the site configuration, and has the area of park land or open space been provided for each proposed dwelling as required by section 38.420.020? Yes. The applicant looks to dedicate over 7 acres (> 60%) of the site to a protected wildlife refuge as well as provide open space and recreational space. This dedicated area exceeds the city requirement per section 38.420.020 and table 38.420.020.A. The required dedication is .03 acres based on the maximum required dedication per acre of 10 Dwellings for R-1 (10 dwellings x .03 acres). The applicant is providing 7.15 acres of wildlife refuge habitat and .52 acres of open space which far exceeds the requirements for even 16 dwellings (16 dwellings x .03) at .48 acres. In addition, the developer will provide a play area and gathering area accessible by trails at the southeast end of the wildlife refuge. The dedication of this property to open space demonstrates Shady Glen’s efforts to create a superior DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 46 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 35 of 45 environment, exceed the requirements of the code standards, and create an excellent living environment within the Bozeman community. 2.a.7) Performance. All PUDs shall earn at least 20 performance points. Yes. The PUD is exceeding the 20 performance points required and has calculated a total of 108.42 performance points. The point math is outlined below: • The two affordable house units receive a total of 37.5 performance points. This is calculated by 3 points for each percent of dwellings to be constructed with a long term contractual obligation to provide affordable housing. Each lot is 6.25% of the total lots (12.5% for the two lots), multiplied by 3 points equals 37.5 points) • The open space lots 03 and 04 receive 60.07 performance points. These two lots total 7.13 acres, or 60.07% of the total sites 11.87 acres, which receives 60.07 performance points. This is calculated by one point for each percent of the project area provided as non-public open space. • The common open space lots 01, 02, and 04 receive 6.85 performance points. These three lots total 0.65 acres out of the projects total 11.87 acres, which is 5.48%. This is calculated by 1 ¼ point per percent of open space open to the public. • The wayfinding signage program receives 4.00 performance points. The proposal includes the incorporation of way-finding measures such as directional and educational sign boards and posts. 2.a.8) Is the development being properly integrated into development and circulation patterns of adjacent and nearby neighborhoods so that this development will not become an isolated "pad" to adjoining development? Yes. The development will correct the isolation imposed on this property by decisions made over the years that resulted in very limited access and easement connections to adjacent properties. The applicant has made exemplary efforts to incorporate comments obtained from the City representatives through various meetings. The modifications suggested and discussed with city representatives including placement of the lots, roads, sidewalks, wildlife refuge, and wetlands have been incorporated. The project will provide an emergency vehicle access swing gate with Knox padlock and will address flood plain and watercourse setbacks as stated elsewhere in this application. As noted in this and the original documents, the applicant has engaged with the adjacent property owners and the City to resolve access and easement issues. The site layout looks to accommodate UDC issues where applicable and requests relaxations where necessary to protect and enhance the wetlands and wildlife habitats, provide safe and convenient access, and improve the property with respect to the City Community Plan. Relaxations are requested to accommodate existing site conditions DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 47 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 36 of 45 imposed on the lot by previous development of surrounding properties and to provide additional improvements above and beyond the City UDC. City Commission Findings: No. Refer to Commission findings above. The City Commission found the proposed development is isolated and creates the sense of a “gated community,” provides inadequate traffic circulation, an is not properly integrated into surrounding neighborhoods because it has only one vehicular access point, and terminates in a cul-de-sac. 2.b.) Residential. Planned unit developments in residential areas (R-S, R-1, R-2, R-3, R-4, RMH and R-O zoning districts) may include a variety of housing types designed to enhance the natural environmental, conserve energy, recognize, and to the maximum extent possible, preserve and promote the unique character of neighborhoods, with provisions for a mix of limited commercial development. For purposes of this section, "limited commercial development" means uses listed in the B-1 neighborhood service district (article 10 of this chapter), within the parameters set forth below. All uses within the PUD must be sited and designed such that the activities present will not detrimentally affect the adjacent residential neighborhood. The permitted number of residential dwelling units shall be determined by the provision of and proximity to public services and subject to the following limitations: 2.b.1) On a net acreage basis, is the average residential density in the project (calculated for residential portion of the site only) consistent with the development densities set forth in the land use guidelines of the city growth policy? Yes. The development proposes single family detached houses which is an allowed use in the R-1 zone district. In addition, the applicant is requesting a relaxation to allow two townhouse units. This use is unique in adding two affordable units which are needed and desired by the community. The size of the subject site is adequate to serve these two additional lots, and does not detract from the intent of the R-1 zoning district. It is consistent with the development surrounding the subject property. 2.b.2) Does the project provide for private outdoor areas (e.g., private yards, patios and balconies, etc.) for use by the residents and employees of the project which are sufficient in size and have adequate light, sun, ventilation, privacy and convenient access to the household or commercial units they are intended to serve? Yes. Every lot and/or home has access to private outdoor space. There are common open space lots that will provide pedestrian amenities. 2.b.3) Does the project provide for outdoor areas for use by persons living and working in the development for active or passive recreational activities? Yes. As discussed previously, there is ample open space in and around the development and larger neighborhood parks nearby. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 48 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 37 of 45 2.b.4) If the project is proposing a residential density bonus as described below, does it include a variety of housing types and styles designed to address community wide issues of affordability and diversity of housing stock? Not applicable. 2.b.5) Is the overall project designed to enhance the natural environment, conserve energy and to provide efficient public services and facilities? Yes. Shady Glen is designed and intended to achieve a vibrant infill project while creating a distinct identity and connecting to natural areas and open space. City Commission Findings: No. Refer to Commission findings above. The Commission found that the project fails to protect the existing watercourse and wetlands because the proposal is to encroach into the wetland setback and proposals to mitigate the impact of development in these sensitive natural areas would likely be insufficient to protect them, particularly in the long term. In addition, the Commission found that while the proposal was protecting sensitive areas through the wildlife refuge, it limited public access to the resource by proposing reduced parking for the residents, effectively excluding public access to the wildlife refuge. 2.b.6) Residential density bonus. If the project is proposing a residential density bonus (30 percent maximum) above the residential density of the zoning district within which the project is located and which is set forth in article 8 of this chapter, does the proposed project exceed the established regulatory design standards (such as for setbacks, off-street parking, open space, etc.) and ensure compatibility with adjacent neighborhood development? The number of dwelling units obtained by the density bonus shall be determined by dividing the lot area required for the dwelling unit type by one plus the percentage of density bonus sought. The minimum lot area per dwelling obtained by this calculation shall be provided within the project. Those dwellings subject to chapter 10, article 8, shall be excluded in the base density upon which the density bonus is calculated. Not applicable. 2.b.7) Limited commercial. If limited commercial development, as defined above, is proposed within the project, is less than 20 percent of the gross area of the PUD designated to be used for offices or neighborhood service activities not ordinarily allowed in the particular residential zoning district? No limited commercial is proposed. 2.b.8) Does the overall PUD recognize and, to the maximum extent possible, preserve and promote the unique character of neighborhoods in the surrounding area? Yes. Shady Glen will have its own, unique character reinforced through architecture, site design and circulation. Visual and physical connections to adjacent neighborhoods and DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 49 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 38 of 45 shared open space transitions will promote its individuality as well as allow it to blend in with the pattern of the larger neighborhood. City Commission Findings: No. Refer to Commission findings above. Shady Glen is not adequately incorporated into the neighboring development because the only connection is through an existing condominium development. This condition, along with other proposed transportation design relaxations, creates elements of a “gated community.” No traffic circulation is able to occur because of the one point of access, terminating in a cul-de-sac. The pedestrian access point on the north of the cul-de-sac is insufficient to provide the required compliance with this standard. In addition, the design and layout does not provide opportunity for the general public to park adjacent to the public areas and enjoy the benefits of the open space and wildlife refuge. Due to the reduced street frontage and parking along with the lack of connectivity to other neighborhoods, the proposed natural amenities and recreational opportunities are accessible primarily to residents or to those who are able to walk or bike there via nearby trails, which has the effect of privatizing a public access amenity. SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS A. PURSUANT to Chapter 38, Division 38.230, 38.430, BMC, and other applicable sections of Chapter 38, BMC, public notice was given, opportunity to submit comment was provided to affected parties, and a review of the preliminary planned unit development described in these findings of fact was conducted. The applicant presented to the City a proposed preliminary plan for a planned unit development to allow a residential development with relaxations to zoning regulations and City standards which is affiliated with a preliminary plat application (application 22294). B. The purposes of the preliminary planned unit development review were to consider all relevant evidence relating to public health, safety, welfare, and the other purposes of Chapter 38, BMC; to evaluate the proposal against the criteria and standards of Chapter 38 BMC, BMC; and to determine whether the planned unit development should be approved, conditionally approved, or denied. C. The matter of the preliminary planned unit development was considered by the City Commission at a public hearing on March 21, 2023 at which time the Department of Community Development Staff reviewed the project, submitted and summarized the conditions of approval, clarified unresolved issues and summarized the public comment submitted to the City prior to the public hearing. D. The City Commission requested public comment at the public hearing on March 21, 2023 and 11 members of the public offered testimony on the application as submitted. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 50 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 39 of 45 E. It appeared to the City Commission that all parties and the public wishing to examine the proposed preliminary PUD and offer comment were given the opportunity to do so. After receiving the recommendation of the relevant advisory bodies established by Section Chapter 38, BMC, and considering all matters of record presented with the application and during the public comment period defined by Chapter 38, BMC, the City Commission found that the proposed preliminary PUD does not comply with the requirements of the Bozeman Municipal Code or the Growth Policy. Commission findings supporting the denial of the application, as presented above, are incorporated by reference here. Therefore, being fully advised of all matters having come before them regarding this application, the City Commission denied the PUD application. F. The preliminary PUD does not meet the criteria of Applicable Plan Review Criteria outlined in Section 38.230.100, BMC and the Planned Unit Development Review Criteria outlined in Section 38.430.090.E, BMC, and is therefore denied for the reasons described in the analysis section and summarized below: a. The Commission found that the relaxations requested, specifically 2, 3, 4 and 5, presented an unacceptable departure from code provisions designed to protect public health, welfare, and safety. The Commission noted the intent and requirement of a PUD is to provide a superior outcome to the community at large, and not just to the developer. b. The Commission noted that the single point of public vehicular access and its proximity to the secondary gated and locked access could leave the majority of proposed homes vulnerable and not able to receive emergency services in a natural disaster or other life threatening event. The requested relaxations would have negative impacts to public health and safety and the proposed PUD does not provide a superior outcome for the community, as required for approval. G. Pursuant to 38.250.090, this City Commission decision may be appealed as authorized by state law. DATED this ________ day of _____________________, 2023 BOZEMAN CITY COMMISSION _________________________________ CYNDY ANDRUS DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 May2nd 51 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 40 of 45 Mayor ATTEST: _______________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: _________________________________ GREG SULLIVAN City Attorney DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 52 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 41 of 45 APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY Zoning Designation and Land Uses: The subject property is zoned R-1, Residential Low Density District. The intent of the R-1 district is to provide for primarily single-household residential development and related uses within the city at urban densities. Adopted Growth Policy Designation: Table 4 of the Bozeman Community Plan 2020 shows the correlation between future land use map designations and implementing zoning districts. (See below for the Table) DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 53 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 42 of 45 The subject property is designated as Urban Neighborhood. This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 54 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 43 of 45 and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. This proposed development is well-suited to implement the Urban Neighborhood by providing lots that will support detached residential lots as well as two townhouse lots with affordable housing units. The urban neighborhood designation recognizes that at times lower densities may develop due to site constraints and/or natural features. The presence of water features and wetlands on this site, as well as the access constraints limit the density that can be realized on the property. However, the density provided is meeting the minimum of 5 dwelling units per acre when the critical lands and common open space lands are removed from the gross lot size. The townhouse and multi-household lots will support construction of “missing middle” housing which is contemplated throughout the Bozeman Community Plan 2020. The proposed development is also located in a central area with relatively quick access to a variety of goods and services. The planned unit development is being reviewed concurrently with the Shady Glen Major Subdivision Preliminary Plat, Application 22294. The growth policy encourages development to be walkable, which is defined in the glossary as: Walkable. A walkable area has: • A center, whether it’s a main street or a public space. • People: Enough people for businesses to flourish and for public transit to run frequently. • Parks and public space: Functional and pleasant public places to gather and play. • Pedestrian design: Buildings are close to the street, parking lots are relegated to the back. • Schools and workplaces: Close enough that walking to and from home to these destinations is realistic. • Complete streets: Streets designed for bicyclists, pedestrians, and transit. With the complexity of features needed to create a walkable environment, no one site is likely to provide all the needed elements. The additional density will help provide for element two with potential for additional persons in the area. The site has a Walk Score of 34, a Transit score of 7, and a Bike Score of 44. Average scores for the city as a whole are out of 100: Walk Score 47; Transit Score 21; and Bike Score 62 These values are provided by Walk Score, a private organization which presents information on real estate and transportation through walkscore.com. The algorithm which produces these numbers is proprietary. A score is not an indication of safety or continuity of services or routes. Scores are influenced by proximity of housing, transit, and services and expected ability, as determined by the algorithm, to meet basic needs without using a car. This site is an infill development, surrounded by existing residential uses with complimentary uses such as schools, parks, grocery DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 55 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 44 of 45 stores, and employment opportunities within a relatively short distance. There are no adopted development standards relating to the walk score. The proposed development is adjacent to Glen Lake Rotary Park and is approximately .16 miles from Story Mill Park. The PUD is adjacent to an existing commercial neighborhood to the south. While some of the businesses are heavier commercial uses that may not provide daily services, there is a close coffee shop, convenience store, meadery, brewery among other services that will provide daily destinations to future residents of the Shady Glen Subdivision. In addition, Story Mill Community Center is.16 miles away. A unique outcome of the design of the PUD is many of these amenities are closer to walk to than they are to drive due to the emergency access that serves as a dual pedestrian access. This design will further the walkability goal of the growth policy. The proposed planned unit development meets the following Bozeman Community Plan 2020 goals: N-1.1 Promote housing diversity, including missing middle housing N-1.10 Increase connectivity between parks and neighborhoods through continued trail and sidewalk development. Prioritize closing gaps within the network. N-1.11 Enable a gradual and predictable increase in density in developed area over time N – 3.3 Encourage distribution of affordable housing units throughout the City with priority given to locations near commercial, recreational, and transit assets. N-3.8 Promote the development of “Missing Middle” housing (townhouses, multi-household) APPENDIX B – DETAILED PROJECT DESCRIPTION Project Background and Description A preliminary planned unit development (PUDP) application by the applicant, Bechtle Architects, 4515 Valley Commons Drive 201, Bozeman, MT 59718, representing the property owner Bridger Center LLC, Thomas Murphy, 280 W Kagy Blvd Ste D-105 Bozeman, MT 59715. APPENDIX C – NOTICING AND PUBLIC COMMENT Notice was provided at least 15 and not more than 45 days prior to the close of the public comment period/City Commission public hearing per BMC 38.220.420, The public notice period for this application is set to run from February 26 through March 21, 2023, with publications in the legal advertisements section of the Bozeman Daily Chronicle on Sunday, February 26, and Sunday, March 5, 2023. The applicant posted public notice on the subject property on February 26, 2023. The applicant sent public notice to all landowners of record within 200-feet of the subject property via first class mail, on February 24, 2023. At the time this report was written, 97 public comments had been received. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 56 City Commission Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, 22293 Page 45 of 45 APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF Owner: Bridger Center LLC, Thomas Murphy, 280 W Kagy Blvd Ste D-105, Bozeman, MT 59715 Applicant: Bechtle Architects, Nicole Boteilho, 4515 Valley Commons Drive 201, Bozeman, MT 59718 Representative: Morrison Maierle, Mike Hickman, 2880 Technology Blvd, Bozeman, MT 59718 Report By: Lynn Hyde, Development Review Planner FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this planned unit development. ATTACHMENTS Application materials – Available through the Laserfiche archive, the full file is linked below. https://weblink.bozeman.net/WebLink/Browse.aspx?id=265046&dbid=0&repo=BOZEMAN as well as digitally at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. This project can be viewed on the Community Development Viewer interactive map directly with this link: https://gisweb.bozeman.net/Html5Viewer/?viewer=planning&FILE_NUMBER=21-201 Public Comment: Note the public comment is housed under the subdivision folder and titled, Shady Glen, App 22294 https://weblink.bozeman.net/WebLink/Browse.aspx?id=273209&dbid=0&repo=BOZEMAN Bozeman Municipal Code January 3, 2022 Reference Copy – Chapter 38 Bozeman Municipal Code Jan 3, 2022 Reference Copy -Chapter 38.pdf DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 57 Page 1 of 34 Bozeman City Commission Findings of Fact and Order for the Shady Glen Major Subdivision Preliminary Plat; Application No. 22294 Community Development Board, acting in their capacity as the Planning Board, considered the application at their March 6, 2023 meeting and the motion recommending conditional approval passed, 4-3. City Commission public hearing was held at their Tuesday, March 21, 2023 meeting and the motion to deny the application passed, 5-0. Project Description: A major preliminary plat subdivision application requesting to subdivide 11.87 acres into 16 residential lots (two of which are proposed to be deed restricted affordable housing lots) and 5 common open space lots (one of which is proposed to be a 7.129 acre wildlife refuge). The subdivision is being reviewed concurrently with the Shady Glen preliminary planned unit development (PUDP), Application 22293. Project Location: The property is legally described as Bridger Creek Subdivision, Tract 1-A, Plat J-200K, COS 885, Amended Plat of Lot 57A of the Amended Plat Lots 56, 57 & 58A of Bridger Creek Subdivisions Phase 1, Section 31, Township 1 South, Range 6 East, P.M.M., City of Bozeman, Gallatin County, Montana. Staff Finding: The application conforms to standards and is sufficient for approval with conditions and code provisions. City Commission Motion: Having reviewed and considered the application materials, public comment, and all the information presented, I move to deny application 22294 and find that the application no longer meets zoning requirements as a result of the Commission’s denial of preliminary PUD application number 22293. Report Date: April 11, 2023 Staff Contact: Lynn Hyde, Development Review Planner Lance Lehigh, Project Engineer Agenda Item Type: Action (Quasi-judicial) EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. The application materials are available in the City’s Laserfiche archive and may be accessed through the Community Development viewer as well. Ninety seven written public comments have been received as of the writing of this report. The public comments can be viewed in the City’s Laserfiche archive and available to the public. The City Commission’s Findings of Fact and Order on application 22293 are essential to the findings relevant to this application and are incorporated herein by reference. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 58 22294 Findings of Fact and Order for Shady Glen Subdivision Page 2 of 34 Unresolved Issues. The subdivision is reliant upon an approved PUD before it can be approved. In addition, staff has 5 recommended conditions of approval noted in Section 3 below found on page 9. Project Summary The Department of Community Development received a Preliminary Plat Application on September 2, 2022 requesting to subdivide 11.87 acres to create 16 residential lots, two of which are proposed to be deed restricted affordable housing lots for townhouses, and 5 common open space lots. Common open space Lot 3 is a 7.129 acre lot proposed to be set aside as a wildlife refuge. The site is currently undeveloped. The property will have access to Commercial Drive. The property is zoned R-1. On December 22, 2022 the Development Review Committee (DRC) found the application sufficient for continued review and recommends the conditions and code provisions identified in this report. The subdivider did not request any subdivision or zoning variances with this application however the preliminary plat approval is reliant upon the approval of the PUD, Application 22293. The Community Development (CD) Board, acting in their capacity as the Planning Board reviewed the application on March 6, 2023. The Planning Board is the advisory board to the City Commission on this application. The Planning Board motion to recommend approval with recommended conditions passed, 4-3. The link to view the full CD Board meeting is provided. The City Commission held a public meeting on the application on March 21, 2023. Based on the vote to deny the Planned Unit Development as outlined in application 22293 Findings of Fact for the Shady Glen PUD, a new motion was made by the Commission: “Having reviewed and considered the application materials, public comment, and all the information presented, I move to deny application 22294 and find that the application no longer meets zoning requirements as a result of the Commission’s denial of preliminary PUD application number 22293.” Upon further discussion of the motion, the City Commission made individual findings that the application does not meet the zoning criteria due to the denial of the PUD application. The Findings of Fact for PUD application 22293 are incorporated by reference and attached to these findings of fact. The Commission unanimously voted in favor of the motion, therefore denying the preliminary plat application. A summary of the Commission’s findings can be found in Section 7 – Findings of Fact, Order of Appeal and Provisions. Analysis of the Commission’s alternative findings can be found in Section 6 – Staff Analysis and Findings. The link to view the full City Commission meeting is provided. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 59 22294 Findings of Fact and Order for Shady Glen Subdivision Page 3 of 34 TABLE OF CONTENTS EXECUTIVE SUMMARY ............................................................................................................ 1 Unresolved Issues. .............................................................................................................. 2 Project Summary ................................................................................................................. 2 SECTION 1 – MAP SERIES .......................................................................................................... 4 SECTION 2 – REQUESTED VARIANCES ................................................................................. 9 SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL ............................................ 9 SECTION 4 – CODE REQUIREMENTS .................................................................................... 10 SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ............................................ 15 SECTION 6 – STAFF ANALYSIS AND FINDINGS ................................................................ 16 Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. .......................... 16 Applicable Review Criteria, Bozeman Municipal Code ................................................... 18 38.220.060 Documentation of compliance with adopted standards ................................. 23 SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS ......................... 27 APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 31 APPENDIX B – DETAILED PROJECT DESCRIPTION .......................................................... 33 APPENDIX C – NOTICING AND PUBLIC COMMENT ......................................................... 34 APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF ................................. 34 FISCAL EFFECTS ....................................................................................................................... 34 ATTACHMENTS ......................................................................................................................... 34 DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 60 22294 Findings of Fact and Order for Shady Glen Subdivision Page 4 of 34 SECTION 1 – MAP SERIES Exhibit 1 – Zoning DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 61 Page 5 of 34 Exhibit 2 – Community Plan 2020 Future Land Use DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 62 Page 6 of 34 Exhibit 3 – Current Land Use DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 63 22294 Findings of Fact and Order for Shady Glen Subdivision Page 7 of 34 Exhibit 4 – Preliminary Plat DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 64 22294 Findings of Fact and Order for Shady Glen Subdivision Page 8 of 34 Exhibit 5 – Landscaping Plan DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 65 Page 9 of 34 SECTION 2 – REQUESTED VARIANCES The subdivider did not request any subdivision or zoning variances with this preliminary plat application, however the preliminary plat is not approvable without a favorable motion on the PUD that was reviewed and discussed concurrently, Shady Glen PUD, Application 22293. The City Commission did not approve the PUD and therefore, the subdivision must comply with all standards as presented in the municipal code. SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL Please note that these conditions are in addition to any required code provisions identified in this report. These conditions are specific to this project. Recommended Conditions of Approval: 1. The approved affordable housing plan must be recorded concurrent with the final plat and a reference to the recorded document must be provided on the conditions of approval page of the final plat. The reference on the conditions of approval sheet must be, “This subdivision is subject to affordable housing requirements to satisfy planned unit development requirements voluntarily opted into by the subdivider. The subdivision’s requirements and obligations can be found in the Shady Glen Affordable Housing Plan recorded as document no.__________ at the Gallatin County Clerk and Recorders Office.” This condition is satisfied with the recording of the final plat mylars and the affordable housing plan for the subdivision. The Clerk and Recorder should write in the document number for the recorded affordable housing plan on the conditions of approval sheet prior to the filming/scanning of the final plat. 2. The subdivider must install perpetual wetland boundary markers on the watercourse setback line on Lots 8, 9 & 10 prior to final plat approval. The wetland boundary markers proposed must be approved by the Community Development Department prior to installation. 3. Building Design Guidelines must be established and include a requirement applicable to all lots within the wetland buffer, and backing up to existing wetlands to ensure proper stewardship of the adjacent critical lands. At a minimum they must include the below: i. The back yard areas of lots near the wetlands will be filled ‘close to street level’ in order to create a fill slope at the back lot lines while will be planted with native grasses. Storm runoff from top slopes will drain as sheet flow over the slope, and the vegetation will ‘intercept, filter and infiltrate’ any runoff that does occur. This creates a buffer to protect the undeveloped floodplain and wetland areas from sediment and nutrients. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 66 22294 Findings of Fact and Order for Shady Glen Subdivision Page 10 of 34 ii. The HOA/POA require homeowners to use phosphorous-free fertilizers and to not dispose of trash, grass clippings or yard waste within the wetland buffer. Signage will be included noting the restrictions of pets from the wildlife refuge. The covenants will also include a requirement to install and maintain continuous fencing along the wildlife preserve. iii. In accordance with MPDES stormwater discharge requirements, any construction related sediment will be intercepted during construction with a silt fence, wattles or other filtration measures. 4. The subdivision must install a fence along the southern boundary of the proposed Shady Glen Wildlife Refuge adjacent to the Bridger Center Subdivision and on the east along the boundary with the proposed residential lots in this development. The fence design and materials must be approved by the Community Development Department prior to installation. Fence materials must limit passage of materials and equipment, minimize visual impact, and maximize durability and longevity. Fence installation must be completed prior to final plat; financial guarantee of this work is not allowed. 5. The applicant shall complete construction or other provision of all identified public benefits which were the basis of the planned unit development qualifying for review and all amenities depicted on the preliminary planned unit development application materials prior to the issuance of the 9th building permit (approximately 50% complete) within the development. This includes the construction of the two affordable townhomes, the completion of the improvements associated with Common Open Spaces 03 & 04, as well as the way-finding improvements. This obligation must be included on the Conditions of Approval sheet of the associated final plat. SECTION 4 – CODE REQUIREMENTS 1. Sec. 38.100.080 – Compliance with regulations required. The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or state law. 2. Sec. 38.220.020 & 38.610.050. Prior to final plat approval, the applicant must provide the Community Development Department with a written statement of a wetland boundary determination from the U.S. Army Corps of the wetland status. If the wetlands are determined to be jurisdictional, an approved 404 permit for any changes to the wetland must be submitted to the Community Development office prior to final plat approval. The applicant must contact the Gallatin County Conservation District, Montana Department of Environmental Quality, and U.S. Army Corps of Engineers regarding the proposed project and any required permits (i.e., 310, 404, Turbidity exemption, etc.) must be obtained by the applicant. Approved stream and wetland permits shall be provide prior to public infrastructure approval for public infrastructure impacts to jurisdictional wetland DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 67 22294 Findings of Fact and Order for Shady Glen Subdivision Page 11 of 34 and streams. Permits and a FEMA approved LOMR-F must be provided prior to final plat approval. 3. BMC 38.220.070. The applicant shall submit with the application for final plat review and approval, a written narrative stating how each of the conditions of preliminary plat approval and noted code provisions have been satisfactorily addressed. This narrative shall be in sufficient detail to direct the reviewer to the appropriate plat, plan, sheet, note, covenant, etc. in the submittal. 4. BMC 38.220.070.A.7. Simultaneously with filing of the final plat, in conjunction with required or offered dedications, the subdivider (or owner of the property being subdivided if the owner is not the subdivider) shall transfer ownership to the property owners’ association (POA) of any open space proposed to be conveyed to the POA and all its right, title, and interest in any improvements made to such parkland or open space. For the transfer of real property, the subdivider or owner of the property shall submit with the application for final plat a warranty deed or other instrument acceptable to the City Attorney transferring fee simple ownership to the POA and associated realty transfer certificate. The subdivider or owner of the property must record the deed or instrument at the time of recording of the final plat. For personal property installed upon open space owned by the property owners association, the subdivider shall provide an instrument acceptable to the City Attorney transferring all its rights, title and interest in such improvements including all applicable warranties to such improvements. 5. BMC 38.220.070. The final plat must contain the following notation on the Conditions of Approval sheet: a. The responsibility of maintenance for the stormwater facilities, stormwater open space lots, pedestrian open space lots and street frontage landscaping for the perimeter streets must be that of the property owners’ association. Maintenance responsibility must include, all vegetative ground cover, boulevard trees and irrigation systems in the public right-of-way boulevard strips along all external perimeter development streets. The property owners’ association must be responsible for levying annual assessments to provide for the maintenance, repair, and upkeep of all perimeter street frontage landscaping and stormwater facilities and all open space landscaping. b. Due to known high groundwater conditions in the area no basements will be permitted with future development of the site. No crawl spaces will be permitted with future development of the site, unless a professional engineer registered in the State of Montana certifies that the lowest point of any proposed structure is located above the seasonal high groundwater level and provide supporting groundwater data prior to the release of building permit. In addition, sump pumps are not allowed to be connected to the sanitary sewer system. Sump pumps are also not allowed to be connected to the drainage system DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 68 22294 Findings of Fact and Order for Shady Glen Subdivision Page 12 of 34 unless capacity is designed into the drainage system to accept the pumped water. Water from sump pumps may not be discharged onto streets, such as into the curb and gutter. c. All downstream water user facilities will not be impacted by this subdivision. d. All lots are subject to a ten foot wide front setback utility easement. e. All open space and public access areas are to be owned and maintained by the property owners’ association. 6. BMC 38.220.300 & 310. The POA documents must be finalized and recorded with the final plat. The POA documents must include the requirements of Section 38.220.300 and 310. 7. BMC 38.220.320. In order to disclose to future purchasers their obligations regarding open space established in the Municipal Code the following language shall be included on the Conditions of Approval Sheet of the final plat: “As established by 38.220.320.A, 38.340.150.A.3.d, and other applicable elements of the Bozeman Municipal Code effective on [DATE of Preliminary plat sufficiency determination], ownership of all common open space areas and trails, and responsibility of maintenance thereof and for city assessments levied on the common open space lands shall be that of the property owners’ association. Maintenance responsibility shall include, in addition to the common open space and trails, all vegetative ground cover, and irrigation systems in the public right-of-way boulevard strips along all external perimeter development streets and as adjacent to public parks or other common open space areas. All areas within the subdivision that are designated herein as common open space including trails are for the use and enjoyment by residents of the development and the general public. The property owners’ association shall be responsible for levying annual assessments to provide for the maintenance, repair, and upkeep of all common open space areas and trails. At the same time of recording the final plat of the subdivision the subdivider shall transfer ownership of all common open space areas within each phase to the property owners’ association created by the subdivider to maintain all common open space areas within Shady Glen subdivision. 8. BMC 38.220.320. Covenants. Covenants, restrictions, and articles of incorporation for the creation of a POA (Documents) shall be submitted at least 30 working days prior to submitting the final plat application for review by the Department of Community Development and shall contain, but not be limited to the following items: 1) the orientation and setbacks for corner lots, 2) all additional setbacks required when lots are adjacent to pathway corridors and minor arterial roads, 3) provisions for fences, 4) provisions for snow removal, maintenance and upkeep of all common areas, public and private parks, trails, storm water runoff facilities, 5) guidelines that outline architectural and landscape requirements for each individual lot and/or phase of the subdivision, including placement of boulevard trees at a regular spacing for each residential lot, 6) provisions that outline the renewal of an annual contract with a certified landscape nursery person for the upkeep and maintenance of all parklands, common open space, DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 69 22294 Findings of Fact and Order for Shady Glen Subdivision Page 13 of 34 trails, etc., 7) landscape details for detention ponds, outlet structures, boulevard trees, parkland, irrigation, etc., 8) mitigation of groundwater with established floor elevations, 9) noxious weed control, and 10) assessment of existing and future Special Improvement Districts. These documents shall be executed and submitted with the initial final plat to be filed with the Gallatin County Clerk and Recorder at the time of recording of the final plat. 9. BMC 38.240.150.A.3.d Transfer of ownership of public land, off-site land, private land, personal property, improvements and water rights; documents required. a. For the transfer of real property in satisfaction of required or offered dedications to the city, and required or offered donations or grants to the POA, the subdivider or owner of the property must submit with the application for final plat a warranty deed or other instrument acceptable to the city attorney transferring fee simple ownership to the City or the POA. b. For the transfer of personal property installed upon POA-owned open space, the subdivider must provide the city an instrument acceptable to the city attorney transferring all its rights, title and interest in such improvements including all applicable warranties to such improvements to the City or the POA. c. The subdivider or owner of the property must record the deed or instrument transferring ownership or interest at the time of recording of the final plat with the original of such deed or instrument returned to the City or POA as applicable. d. For the transfer of ownership interest in water, the subdivider or owner of the property must submit with the application for final plat a deed or other instrument acceptable to the City Attorney transferring ownership to the City or POA, along with all required state department of natural resources and conservation documentation, certification and authorization. 10. BMC 38.240.420. If there are liens or mortgages against the property, the appropriate Mortgagee certificate must be included with the final plat. 11. BMC 38.240.450 requires a certificate of completion of improvements. The certificate must specifically list all installed improvements and financially guaranteed improvements. 12. BMC 38.240.520 requires a certificate of completion of non-public improvements. Certificate must specifically list all installed improvements and financially guaranteed improvements. 13. BMC 38.240.530. When irrigation of public facilities are to be installed prior to final plat approval, the final plat of subdivision must contain a certificate of completion of water- related improvements. The certificate must list all completed and accepted improvements, including but not limited to all irrigation system record drawings. The subdivision proposes irrigation of public street frontage. This certificate must be provided on the final plat. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 70 22294 Findings of Fact and Order for Shady Glen Subdivision Page 14 of 34 14. BMC 38.270.030, Completion of Improvements. If it is the developer’s intent to file the plat prior to the completion of all required improvements, the developer shall enter an Improvements Agreement with the City of Bozeman guaranteeing the completion of all improvements in accordance with the preliminary plat submittal information and conditions of approval. If the final plat is filed prior to the installation of all improvements, the developer shall supply the City of Bozeman with an acceptable method of security equal to 150 percent of the cost of the remaining improvements. 15. BMC 38.270.030. The applicant must submit plans and specifications for water and sewer main extensions, streets, and storm water improvements, prepared and signed by a professional engineer (PE) registered in the State of Montana, which must be provided to and approved by the City Engineer. Water and sewer plans must also be approved by the Montana Department of Environmental Quality. The applicant must also provide professional engineering services for construction inspection, post-construction certification, and preparation of mylar record drawings. Construction shall not be initiated on the public infrastructure improvements until the plans and specifications have been approved and a preconstruction conference has been conducted. Building permits will not be issued prior to City acceptance of the site infrastructure improvements unless all provisions set forth in Section 38.270.030.C of the Bozeman Municipal Code are met to allow for concurrent construction. 16. BMC 38.400.010. No parking is allowed along the cul-de-sac. No parking signs must be installed prior to final plat approval or financially guaranteed. 17. BMC 38.410.060.A. The final plat must provide all necessary utility easements and they must be described, dimensioned and shown on each subdivision block of the final plat in their true and correct location. The recorded easement number must be documented on the final plat. a. The applicant is advised that all dedicated public easements must be recorded using the City’s standard template easement documents separate from the plat and the recorded document number must be listed on the final plat. Easements will be deemed inadequate if they are not in a final draft format (signatures are not required for the draft review). Easements must be stamped by a licensed professional surveyor. In preparing signature blocks on any upcoming documents, please make the following changes: Jeff Mihelich, City Manager; Mike Maas, City Clerk. If a new member is established, the easement documents must be updated. 18. Easements a. BMC 38.410.060. The applicant must provide a ten foot private utility easement (power, gas, communication, etc.) along the development’s property frontage. The applicant may contact the Engineering Department to receive a copy of a utility easement template. The easement must be recorded and provided to engineering prior to final plat approval. The recorded easement number must be written in on the final plat. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 71 22294 Findings of Fact and Order for Shady Glen Subdivision Page 15 of 34 b. BMC 38.410.060.A. The final plat must provide and depict all necessary utility easements and they must be described, dimensioned and shown on each subdivision block of the final plat in their true and correct location. c. BMC 38.410.060. The proposed water and sewer lines extending from Shady Glen Lane to Boylan Road reside in a public access and utility easement. The final plat must reference the recorded easement number. 19. BMC 38.410.100. With the final plat, a watercourse planting plan must be prepared that identifies the maintenance of the watercourse setback landscaping. The landscaping identified in the watercourse planting plan must be installed or financially guaranteed prior to final plat approval. 20. BMC 38.410.100. No accessory structures, patios, or recreational equipment (i.e. swingset, trampoline. etc.) can be located within the watercourse setback. This language must be included in the POA documents and covenants. 21. BMC 38.410.120. If mail delivery will not be to each individual lot within the development, the developer shall provide an off-street area for mail delivery within the development in cooperation with the USPS. It shall not be the responsibility of the City to maintain or plow any mail delivery area constructed within a City right-of-way. If cluster boxes are used, a dedicated area to pull up and access the boxes must be provided. 22. BMC 38.410.130.C. If water rights or cash-in-lieu of water rights, have not been provided with final plat, then water rights or cash-in-lieu must be provided with any future site plan 23. BMC 38.420.030. Final payment for cash-in-lieu of parkland will be determined and paid at the time of final plat approval. A parkland table and cash in lieu amount must be printed on the final plat. 24. BMC 38.430.040. The Planned Unit Development Final Plan shall be completed and approved by the City of Bozeman before the approval of the final plat. 25. BMC 38.600.210. A floodplain permit must be submitted and approved prior to final plat approval. SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS The Department of Community Development received a Preliminary Plat Application on September 2, 2022 requesting to subdivide 11.87 acres to create 16 residential lots, two of which are proposed to be deed restricted affordable housing lots for townhouses, and 5 common open space lots. Common open space Lot 3 is a 7.129 acre lot proposed to be set aside as a wildlife refuge. The site is currently undeveloped. The property will have access to Commercial Drive. The property is zoned R-1. On December 22, 2022 the Development Review Committee (DRC) found the application sufficient for continued review and recommends the conditions and code provisions identified in this report. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 72 22294 Findings of Fact and Order for Shady Glen Subdivision Page 16 of 34 The subdivider did not request any subdivision or zoning variances with this application however the preliminary plat approval is reliant upon the approval of the PUD, Application 22293. The Community Development (CD) Board, acting in their capacity as the Planning Board reviewed the application on March 6, 2023. The Planning Board is the advisory board to the City Commission on this application. The Planning Board motion to recommend approval with recommended conditions passed, 4-3. The link to view the full CD Board meeting is provided. The City Commission held a public meeting on the application on March 21, 2023. Based on the vote to deny the Planned Unit Development as outlined in application 22293 Findings of Fact for the Shady Glen PUD, a new motion was made by the Commission: “Having reviewed and considered the application materials, public comment, and all the information presented, I move to deny application 22294 and find that the application no longer meets zoning requirements as a result of the Commission’s denial of preliminary PUD application number 22293.” Upon further discussion of the motion, the City Commission made individual findings that the application does not meet the zoning criteria due to the denial of the PUD application. The Findings of Fact for PUD application 22293 and are incorporated by reference and attached to these findings of fact. The Commission unanimously voted in favor of the motion, therefore denying the preliminary plat application. A summary of the Commission’s findings can be found in Section 7 – Findings of Fact, Order of Appeal and Provisions. Analysis of the Commission’s alternative findings can be found in Section 6 – Staff Analysis and Findings. The link to view the full City Commission meeting is provided. SECTION 6 – STAFF ANALYSIS AND FINDINGS Analysis and resulting recommendations are based on the entirety of the application materials, municipal codes, standards, plans, public comment, and all other materials available during the review period. Collectively this information is the record of the review. The analysis in this report is a summary of the completed review. Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. In considering applications for subdivision approval under this title, the advisory boards and City Commission shall consider the following: 1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and Platting Act The preliminary plat was prepared in accordance with the surveying and monumentation requirements of the Montana Subdivision and Platting Act by a Professional Engineer registered in the State of Montana. As noted in the code requirements, the final plat must comply with State statute, Administrative Rules of Montana, and the Bozeman Municipal Code. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 73 22294 Findings of Fact and Order for Shady Glen Subdivision Page 17 of 34 2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana Subdivision and Platting Act The final plat must comply with the standards identified and referenced in the Bozeman Municipal Code. The subdivider is advised that unmet code provisions, or code provisions not specifically listed as a condition of approval, do not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or State law. Sections 3 and 4 of this report identify conditions and code provisions necessary to meet all municipal standards. The listed code requirements address necessary documentation and compliance with standards. Therefore, upon satisfaction of all conditions and code corrections the subdivision will comply with the subdivision regulations. City Commission Findings: Part 5 of the Montana Subdivision and Platting Act authorizes municipalities to adopt local regulations governing subdivisions. The City of Bozeman has adopted local regulations in accordance with state law. As described more fully in criterion 4 below, the Commission found the Shady Glen preliminary plat application does not comply with local subdivision regulations found in Chapter 38, Articles 3, 4, and 6 of the Bozeman Municipal Code. Specifically, the application does not comply with Montana Code Annotated sections 76- 3-504(1)(e), (f), and (g)(i), nor does the proposal comply with associated local regulations regarding permitted uses, street design and connectivity, public access, unnecessary environmental degradation (including development within watercourse setbacks); danger of injury to public health, safety and welfare in diminished ability to provide public services in the event of fire and flood hazards due to the secondary gated and locked access and a single access cul-de-sac extending away from the two means of emergency access. For additional findings, see the attached findings of fact for the associated PUD. This criterion is not met. 3) Compliance with the local subdivision review procedures provided for in Part 6 of the Montana Subdivision and Platting Act The Bozeman Planning Board public meeting and City Commission public meeting were properly noticed in accordance with state law and the Bozeman Municipal Code. The subdivider requested review of this subdivision under the terms of 76-3-616 MCA as authorized in BMC 38.240.100. The Department of Community Development received a preliminary plat application on September 2, 2022. The DRC reviewed the preliminary plat application and determined the submittal did not contain detailed, supporting information that was sufficient to allow for the continued review of the proposed subdivision on October 12, 2022. A revised application was received on October 24, 2022. The DRC determined the application was adequate for continued review on December 22, 2023 and recommended conditions of approval and code corrections for the staff report. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 74 22294 Findings of Fact and Order for Shady Glen Subdivision Page 18 of 34 The City scheduled public notice for this application for publication in the legal advertisements section of the Bozeman Daily Chronicle on Thursday, February 23, 2023 for postings on Sundays, February 26, 2023 and March 5, 2023. The applicant posted public notice on the subject property on February 26, 2023. The applicant sent public notice to all landowners of record within 200-feet of the subject property via first class mail, on February 24, 2023. Ninety seven public comments had been received on this application as of the writing of this report. 4) Compliance with Chapter 38, BMC and other relevant regulations Community Development staff and the DRC reviewed the preliminary plat against all applicable regulations and the application complies with the BMC and all other relevant regulations with conditions and code corrections. This report includes Conditions of Approval and required code provisions as recommended by the DRC for consideration by the City Commission to complete the application processing for final plat approval. All municipal water and sewer facilities will conform to the regulations outlined by the Montana Department of Environmental Quality and the requirements of the Design Standards and Specifications Policy and the City of Bozeman Modifications to Montana Public Works Standard Specifications. Applicable Review Criteria, Bozeman Municipal Code In considering applications for approval the advisory boards and City Commission shall consider applicable Bozeman Municipal Code (BMC) sections. The subdivision as proposed (and with Recommended Conditions of Approval and Code Requirements), complies with the BMC except where noted. Where the proposal does not comply with the BMC, the applicant has requested relaxations through the concurrent PUDP application (Application 22293). BMC 38.310.030, Table 38.310.030.A In accordance with the table of permitted uses in residential zones, townhouses are not a permitted housing typology in the R-1 zoning district. The applicant has requested through the PUD process to allow townhouses as a permitted use. The applicant desires to provide affordable housing units on these two lots. Previously townhouses were a permitted use in the R-1 zoning district in order to satisfy the affordable housing provisions in the inclusionary zoning state permitted legislature. Since that time, the State Legislature has removed the ability for local municipalities to require affordable housing, and with the redaction of the affordable housing ordinance, the ability to allow deed restricted affordable townhouse/rowhouse units in the R-1 zoning district was also removed from the code. As the applicant is desiring to voluntarily provide affordable housing, staff finds this request supports the growth policy goals, however an approved PUD is required as the subdivision application is not currently in compliance with this code section. The concurrent Shady Glen Preliminary PUD must be approved prior to the preliminary plat being approvable and before the applicant may submit a final plat. The Shady Glen Final PUD must be approved before the subdivision final plat can be approved. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 75 22294 Findings of Fact and Order for Shady Glen Subdivision Page 19 of 34 BMC 38.400.010.A.2 “Developers must arrange streets and alleys to provide for the continuation of streets and alleys between adjacent developed properties when such continuation is necessary for the convenient movement of traffic, effective provision of emergency services and efficient provision of utilities.” The layout includes a gated access to Commercial Drive/Endurance Lane which does not provide for the continuation of local streets between developed properties. BMC 38.400.010.A.8 “To facilitate traffic movement, the provision of emergency services and the placement of utility easements all developments must be provided with a second means of access. If, in the judgment of the development review committee (DRC), a second dedicated right-of-way cannot be provided for reasons of topography or other physical conditions, the developer must provide an emergency access, built to the standards detailed in these regulations.” The required right-of-way does not exist to provide a full street as a secondary access. Additional easements would be needed and at this time there is not a willing property owner(s) to provide the secondary access easements. Primary public vehicular access would be via the Links Condominiums to Birdie Drive. The addition, the secondary gated emergency access improves the connectivity for emergency services as well as pedestrians. The emergency access gate is required to be maintained for all-season access. Staff determined an additional full access was not feasible, and the second emergency access is adequate for approval. The concurrent PUD must be approved prior to the preliminary plat being approvable. BMC 38.400.010.A.9 “Culs-de-sac are generally prohibited. The review authority may consider and approve the installation of a cul-de-sac only when necessary due to topography, the presence of critical lands, access control, adjacency to parks or open space, or similar site constraints. Pedestrian walks must be installed at the end of culs-de-sac where deemed appropriate.” Staff finds that a cul-de-sac design for this layout is sufficient. The cul-de-sac is necessary due to adjacency to park, open space and site constraints. A pedestrian walkway was provided at the end of the culs-de-sac to the adjacent pedestrian path on the northeast portion of the subdivision. The cul-de-sac was reviewed by the Engineering Department as well as the emergency services and found to be adequate. BMC 38.410.040.D “Rights-of-way not less than ten feet wide for pedestrian walks are required where deemed necessary to provide circulation or access to parks, open space, schools, playgrounds, shopping centers, transportation, and other community facilities. In addition, no continuous length of DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 76 22294 Findings of Fact and Order for Shady Glen Subdivision Page 20 of 34 block may exceed 600 feet without intersection a street or pedestrian walk. Pedestrian walks must also be installed at the end of cul-de-sac where deemed appropriate.” The dual access connection to Commercial drive is also serving as a pedestrian right-of-way. In accordance, the pedestrian walks must be maintained by the Shady Glen property owners association and cleared for all season use. The applicant is proposing to construct this facility with asphalt as it is a dual access for both pedestrians/bicyclists as well as vehicular access in case of an emergency. The Fire Department as found this design sufficient to provide service to the neighborhood. In addition to providing secondary access for the proposed subdivision, it also provides secondary access for the commercial development to the south that currently only has one access. City staff finds that this design and maintenance plan is sufficient and meets the requirements of the code. The concurrent PUD must be approved prior to the preliminary plat being approvable. BMC 38.400.050.A “All streets and road providing access to, and within the proposed development must meet the following standards. (1) Right-of-way width and construction standards contained in this chapter. . . and BMC 38.400.060.A. states all street improvements must be designed by and constructed under the supervision of a professional civil engineer, registered in the state, and must meet or exceed the right-of-way and construction standards adopted by the city (including but not limited to an adopted transportation plan or specifications manual) and required for the type of street to be constructed. The subdivision proposed a street section with a 42’ right-of-way instead of a 60’ right-of-way. The street section would be made up with a 5’ wide sidewalk on the west side of the street, and no sidewalks on the east side as there is already a pedestrian facility that travels parallel where a sidewalk would go. In addition, the 8’ parking lane is proposed to be removed from the east side of the street. Removing these components from the street reduces the right-of-way width 18’ which minimizes the encroachment and disturbances into the wetland. Staff supports this design in order to shift the lots to the east where possible in order to mitigate impacts to the wetlands. Staff finds this design proposal impacts the wetlands less than other development alternatives explored. The concurrent PUD must be approved prior to the preliminary plat being approvable. BMC 38.410.040.B. “Block length must not be designed, unless otherwise impractical, to be more than 400 feet in length or less than 300 feet in length. Block lengths may be longer than 400 feet if necessary due to topography, the presence of critical lands, access control, or adjacency to existing parks or open space. In no case may a block exceed 1,320 feet in length. Based on the applicant’s diagram, staff reviewed and concurred that this subdivision is in compliance with this code provision. Due to the unique nature of this subdivision and the layout, DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 77 22294 Findings of Fact and Order for Shady Glen Subdivision Page 21 of 34 it is somewhat debatable as to what is considered the start of the block. Whether the block is considered to start at the pedestrian right-of-way that connects to Commercial Drive, or if the block starts at Birdie Drive, the road is less than 1,320 feet to the cul-de-sac, thus meeting this code requirement. BMC 38.410.100.A.2.c.4.d “Setback must include connected wetlands. The buffer width must be extended by a minimum of 50 feet beyond the perimeter of the connected wetlands.” The applicant has provided information showing how two wetlands (labeled Wetland 1 and Wetland 2) are connected to the greater watercourses. Therefore the delineated buffer must be extended by a minimum of 50’ beyond the perimeter of the wetlands. The applicant is requesting a reduction to the wetland setback from 50’ to 35’. Condition of Approval 2 requires permanent wetland boundary markers to be placed on site to minimize possible encroachments into the proposed setback. This relaxation is requested in the concurrent PUD application. Staff concurs that the reduced wetland setbacks are adequately mitigated by robust mitigation measures including, on-site infiltration for both the houses as well as the rear yards, requirement for phosphorous-free fertilizers, and the installation of perpetual wetland markers. Refer to Condition of Approval 2 & 3. The concurrent PUD must be approved prior to the preliminary plat being approvable. BMC 38.410.100.A.2.d “No newly constructed residential or commercial structure, addition to an existing structure, fence, deck, fill material (other than that required for exempt uses), parking lot or other impervious surfaces, or other similar improvements may be located within required watercourse setbacks, unless approved through, and in conformance with, a variance or deviation process as authorized in this chapter.” The application proposed to place fill in Lots 3, 4, 8, 9, & 10 as well as in one common open space for utilities. Placement of fill within a watercourse setback is not allowed, thus the applicant has requested a relaxation to this requirement in the concurrent PUD application. The application is proposing to pull fill from an historic railroad bed on site, and place the fill on the backs of Lots 3, 4, 8, 9, 10 & 11. The applicants narrative states, “The combined fill volume below the 100-year flood elevation (i.e., loss of flood storage capacity) will be less than the excavation volume below the 100-year flood elevation west of Lot 5 (i.e., gain in flood storage capacity). In other words, the proposed grading actually increases flood storage volume as compared to existing conditions. This is a rare occurrence for this type of relaxation/variance request in that the proposed plan to place fill within the floodplain would not negatively impact flood conveyance or storage capacity.” A CLOMR permit has already been obtained from the Federal Emergency Management Agency (FEMA) and can be found in the application materials. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 78 22294 Findings of Fact and Order for Shady Glen Subdivision Page 22 of 34 Staff supports this relaxation request as it is increasing the floodplain capacity, as well as providing mitigation measures for stormwater runoff from the urban development prior to reaching the wetlands. The concurrent PUD must be approved prior to the preliminary plat being approvable. BMC 38.430.040 “When a subdivision is proposed in conjunction with a zoning planned unit development, the subdivision review must be coordinated with the zoning review. All steps listed in this section apply whether the application is for a subdivision or zoning PUD, and references herein to plan includes plat unless the context clearly indicates otherwise. Approval of a planned unit development consists of three procedural steps: pre-application, preliminary plan, and final plan. All subdivision PUDs must also meet all standards for plats.” The Planned Unit Development (PUD) is being reviewed concurrently with this preliminary plat (PP) application. In order for the PP to be approvable, there must be a favorable motion made on the PUD. The applications are both going to the advisory bodies and decision makers concurrently. Condition of Approval 5 requires the public benefits portion of the PUD must be completed prior to the 9th building permit of the development. This includes the construction of the two affordable townhomes, the completion of the improvements associated with Common Open Spaces 03 & 04, as well as the way-finding improvements. This obligation must be included on the Conditions of Approval sheet of the associated final plat. City Commission Findings: The City Commission found that, because the preliminary planned unit development application and its necessary requested relaxations were denied, the preliminary plat does not comply with multiple zoning standards as detailed in the attached findings for application 22293. Specifically, the commission found that the proposed subdivision does not comply with: PUD requirements 38.430.010, 38.430.030.A.4.c; specific design provisions, including 38.400.080.A.2, 8, and 9 and 38.400.050.A; watercourse setback provisions in 38.410.100.A.2.c; and several of the PUD review criteria in section 38.430.090. Additionally, because the preliminary PUD application was denied in its entirety, this application does not comply with BMC sections 38.310.030 and Table 38.310.030.A, 38.410.040.D, and 38.410.030.A.2.d. 5) The provision of easements to and within the subdivision for the location and installation of any necessary utilities The final plat will provide and depict all necessary utilities and required utility easements. Code Provision No. 4, requires that all easements, existing and proposed, must be accurately depicted and addressed on the final plat and in the final plat application. Public utilities are located within dedicated street right of ways. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 79 22294 Findings of Fact and Order for Shady Glen Subdivision Page 23 of 34 6) The provision of legal and physical access to each parcel within the subdivision and the notation of that access on the applicable plat and any instrument transferring the parcel If the PUDP is approved, along with the relaxation requests, the final plat will provide legal and physical access to each parcel within the subdivision. All of the proposed lots will have frontage on public streets constructed to City standards with lot frontage meeting minimum standards shown on the preliminary plat. 38.220.060 Documentation of compliance with adopted standards The Development Review Committee (DRC) completed a subdivision pre-application plan review on June 1, 2022 and no waivers or variances were requested. Staff offers the following summary comments on the documents required with BMC 38.220.060, BMC. 38.220.060.A.1 – Surface water All surface waters and delineated floodplains have been mapped. Over 60% of the site is proposed to be set aside in common open space including a wildlife refuge. This provides many benefits, including the ability to leave much of the surface water undisturbed. Refer to Section 4 Compliance with Chapter 38, BMC and other relevant regulations above in regards to impacts to wetland setbacks as well as fill in the floodplain. 38.220.060.A.2 - Floodplains A FIS (Flood Insurance Study), dated September 2, 2011 and published by FEMA, covers the East Gallatin River floodplain in the project area. Applicable floodplain permits will or have been applied for. Minimal fill is proposed in the floodplain and is discussed above under Section 4 Compliance with Chapter 38, BMC and other relevant regulations. 38.220.060.A.3 - Groundwater The groundwater was monitored both in 2015 as well as 2020 to determine ground water depth variations. The levels ranged from 3.6’ to 7.1’. The development areas will have fill brought in to create an elevation suitable for development as well as to create a desired grade for gravity sewer mains. This additional fill will create additional space between the groundwater and future development. Code Provision No. 5c prohibits basements and crawl spaces due to the known high groundwater. 38.220.060.A.4 - Geology, Soils and Slopes This subdivision is located on a sloping formation of alluvial materials overlying Tertiary and Quaternary age alluvial sediments, which is typical in the Gallatin Valley. No geologic hazards were identified, thus no protective measures were necessary. 38.220.060.A.5 - Vegetation The vegetation on site consist of Palustrine Scrub/shrub broadleaf deciduous forest, wetlands, and a fallowed hay pasture grassland. The forested areas are dominated by sandbar willow, red- osier dogwood, woods rose, quaking aspen and Bebb’s willow, alder, and canary reed grass. The DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 80 22294 Findings of Fact and Order for Shady Glen Subdivision Page 24 of 34 wetland areas of the site are characterize by plant communities typically found in riparian areas or areas Saturday by groundwater conditions including, but not limited to: reed canary grass; beaked sedge; wooly sedge; wheat sedge; round-fruit rush; Colorado rush; Baltic rush; common cattail; and common spike-rush. There are also noxious weeds onsite. A weed management plan was submitted to, and approved by, Gallatin County. The application also notes they have removed approximately 2 tons of household trash from four homeless camps located within the Aspen grove on the property. While the development will naturally disturb vegetation where homes are proposed, however the remainder of the site will be improved to a superior environmental condition, and preserved. Areas disturbed during construction will be reclaimed through plantings of diverse riparian vegetation consisting of riparian grasses, forbs, scrub/shrubs and trees that tolerate saturated to semi-saturated soil conditions. The applicants narrative states, “Best Management Practices (BMPs) will be installed prior to project initiation to ensure that storm runoff from the areas of ground disturbance will be contained and treated onsite during and after construction. Low Impact Development (LID) designs such as infiltration galleries and biofiltration will be incorporated into the project’s final landscape design. These design features will help with water conservation.” 38.220.060.A.6 - Wildlife The undeveloped site is home to existing wildlife. The applicant’s narrative states “large ungulates such as white tail deer, moose and possible mule deer inhabit the property during different seasons. Smaller mammals consisting of squirrels, raccoons, rabbits, skunks, beavers, mink and possible otters frequent the property periodically. Avian species notably a variety of raptors, songbirds, wading birds, upland birds, waterfowl, and cranes have been viewed on the property. Naturally, development of a site will disturb the existing ecosystem. This site is inside city limits and urban type development is anticipated. The applicant is proposing to leave over 60% in a wildlife refuge. The lack of human intrusion on these 7.13 acres allows wildlife a secure place to shelter and feed. In addition, this park is contiguous with Glen Lake Rotary Park which extends the natural setting of the existing park and allows for fluid migration for wildlife without crossing the urban interface. The wildlife refuge will protect wildlife movement areas and the existing federally protected wetlands, water bodies, and wildlife habitats from human impacts. In addition, the Shady Glen HOA will require homeowners with lot lines adjoining the wildlife preserve to provide fencing to protect wildlife from pets and vice versa. A representative from the Montana Fish, Wildlife & Parks stated “This development alone is not likely to negatively impact big game at a population level for several reasons. It represents a small parcel (about 12 acres), most of which will be preserved in open space. This open space is currently planned to be adjacent to other open space lands owned by the City of Bozeman and along the banks of the East Gallatin River. Placing open space lands together amplifies the benefits of the open space to wildlife. The proposed area is not in a crucial big game winter DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 81 22294 Findings of Fact and Order for Shady Glen Subdivision Page 25 of 34 range nor a known migration corridor for big game species. Finally, the area is proximate to other major developments at the outskirts of Bozeman”. In order to minimize human and wildlife conflict, the trails are not being placed on the wildlife refuge. In addition, Condition 4 above requires the applicant to construct a fence between the wildlife refuge and the commercial users to the south to minimize user conflict. Lot owners will be required to install fencing along the west lot lines, bordering the wildlife refuge to provide separation between the wildlife and residential units. 38.220.060.A.7 - Agriculture This subdivision will not impact agriculture. There is no agricultural production on the property. The subject property is designated as Urban Neighborhood according to the City of Bozeman Community Plan and anticipated urban development. 38.220.060.A.8 - Agricultural Water User Facilities This subdivision will not impact agricultural water user facilities. No irrigation facilities are present on the lots. 38.220.060.A.9 - Water and Sewer The subdivision will not significantly impact city water and sewer infrastructure. Water and sewer improvements will be designed to meet City of Bozeman Standards and State Department of Environmental Quality Standards and Regulations. 38.220.060.A.10 - Stormwater Management A stormwater management plan was submitting in accordance with the city’s requirements adopted stormwater master plan. The stormwater facilities will be maintained by the Shady Glen Homeowners Association. Development of site infrastructure will be performed in accordance with an MPDES stormwater permit prepared by the contractor at the time of construction. The subdivision will not significantly impact stormwater infrastructure. 38.220.060.A.11 - Streets, Roads and Alleys The proposed subdivision has two access points. The main vehicular access is proposed from Birdie drive, a city street, through The Links Condominium development. The proposed connection will be through a Public Access and Utility Easement. A secondary access is provided that will connect the proposed street Shady Glen Lane to Commercial Drive within the Bridger Center to the south. The gated access will provide a secondary emergency access as well as secondary pedestrian and bicycle access. The access will be maintained by the Shady Glen Homeowners Association, including keeping it clear of snow during the winter. Refer to Section 4 Compliance with Chapter 38, BMC and other relevant regulations above for further discussion on streets and access. Due to the small number of lots, it was determined by the Engineering Department that a traffic study would not be necessary. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 82 22294 Findings of Fact and Order for Shady Glen Subdivision Page 26 of 34 38.220.060.A.12 – Non-Municipal Utilities The applicant has received confirmation of future service from Northwestern Energy and internet providers. 38.220.060.A.13 - Land Use The subdivision will not significantly impact land use. The property is zoned R-1 which anticipates this level, or higher of development. Because the majority of the site is being set aside in a wildlife refuge, the amount of development may be less than what was anticipated. The proposed subdivision will create 16 lots, two of which are affordable units, and 5 common open space lots. Net residential density is defined as the number of residential dwelling units per buildable unit of land, excluding any land used or to be used as street rights-of-way, parks, public buildings or private non-residential uses. Taking this into consideration, and removing the land dedicated for infrastructure and parklands, there is a net density of 5.59 units per acre. There is a minimum density of 5 units per acre in the R-1 zoning district, thus this development provides density in the developable acres as anticipated in the R-1 zoning district. In order to minimize human conflicts with adjacent residential and commercial development, fences are required to be in place. Refer to Condition of Approval 4. 38.220.060.A.14 - Parks and Recreation Facilities This subdivision has proposed to provide cash-in-lieu of parkland which is supported by the Parks Department. While the Subdivision is providing a large amount of common open space, the open space is encumbered with wetlands and other critical areas that are not conducive to being a city park, which are typically programmed with activities, either active or passive. In addition, the subdivision is proposed in very close proximity to Story Mill Community Park, Glen Lake Rotary Park, and with the dual access pedestrian connection, provides a missing link for pedestrians and bicyclists in the non-motorized network for the area connecting the trail system to the north of the subdivision to the Glen Lake Rotary Park trail system. Thus the Parks Department supports the request to provide cash-in-lieu of parkland. 38.220.060.A.15 - Neighborhood Center Plan Glen Lake Rotary Park and Story Mill Community Park serve as the Shady Glen neighborhood center as they are within one-half mile of the subdivision. 38.220.060.A.16 - Lighting Plan Subdivision or street lighting is required pursuant to BMC 38.570.030. All street lights installed must use LED light heads and must conform to the City’s requirement for cut-off shields as required by the City’s specifications. 38.220.060.A.17 - Miscellaneous The proposed subdivision will improve the access to public lands by creating an additional pedestrian connection. No known hazardous conditions exist on the property. The proposed DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 83 22294 Findings of Fact and Order for Shady Glen Subdivision Page 27 of 34 subdivision is outside of the Wildland Urban Interface (WUI). No health or safety hazards on- site or off-site will be created with this development. 38.220.060.A.18 - Affordable Housing This application does not rely on incentives authorized in 38.380. However the applicant is providing two deed restricted lots for townhouse units that will be affordable units. The affordable units are being counted as performance points for the PUD evaluation. Refer to Condition of Approval 1 for additional Affordable Housing requirements. The affordable housing units must be provided as a component of the PUD improvements. All PUD improvements must be completed prior to 50% completion of all building permits (or the 9th building permit). 38.220.060.A.19 – Adopted Growth Policy This proposal furthers the adopted growth policy. The subdivision is zoned R-1 which anticipates residential development. Refer to Appendix A below, Project Size Zoning and Growth Policy for further discussion on the adopted growth policies this proposal supports. City Commission Findings: Refer to the attached Findings for application 22293. The Commission determined that the proposed preliminary plat did not adequately protect environmentally sensitive and hazard-prone areas because it allows encroachment into the required watercourse setback. Additionally, proposals to mitigate the development’s impact to wetland buffer zones are insufficient because they shift an extraordinary burden and responsibility to police homeowners’ actions in perpetuity. The proposed plat’s street design, including cul-de-sac configuration, reduced street width, sidewalk on only one side of the street, and parking on only one side of the street, was an unacceptable alternative to streets constructed to code standards and would have the effect of limiting public access to recreational amenities and limit the efficient movement of people and vehicles. The Commission found the proposed gated and locked secondary access to be a hindrance to emergency services and evacuation, which is detrimental to public health and safety. The Commission found that the location of the two affordable housing units offered with the proposed development were inconsistent with the City’s goals to integrate affordable housing seamlessly into neighborhoods and foster inclusivity with vulnerable populations. The Commission determined that, although the proposed preliminary plat satisfied some elements of the growth policy, on balance, the application was contrary to more goals articulated in the growth policy. SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS A. PURSUANT to Chapter 38, Article 3, BMC and other applicable sections of Chapter 38, BMC, public notice was given, opportunity to submit comment was provided to affected parties, and a review of the preliminary plat described in these findings of fact was conducted. The applicant presented to the City a proposed preliminary plat application to allow a residential development affiliated with a preliminary planned unit development DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 84 22294 Findings of Fact and Order for Shady Glen Subdivision Page 28 of 34 that requested six relaxation to zoning regulations (Application 22293). Approval of the planned unit development with the six relaxations to standards is necessary prior to approval of the subdivision. B. The purposes of the preliminary plat review were to consider all relevant evidence relating to public health, safety, welfare, and the other purposes of Chapter 38, BMC; to evaluate the proposal against the criteria and standards of Chapter 38 BMC; and to determine whether the preliminary plat should be approved, conditionally approved, or denied. C. The matter of the preliminary plat was considered by the City Commission at a public meeting on March 21, 2023 at which time the Department of Community Development Staff reviewed the project, submitted and summarized the conditions of approval, clarified unresolved issues and summarized the public comment submitted to the City prior to the public hearing. D. The City Commission requested public comment at the public meeting on March 21, 2023 and no members of the public offered public testimony on the application as submitted. E. It appeared to the City Commission that all parties and the public wishing to examine the proposed preliminary plat and offer comment were given the opportunity to do so. After receiving the recommendation of the relevant advisory bodies established by Section Chapter 38, BMC, and considering all matters of record presented with the application and during the public comment period defined by Chapter 38, BMC, the City Commission amended the proposed motion based on the denial of the planned unit development which resulted in a subdivision application that did not comply with zoning standards. Therefore, being fully advised of all matters having come before it regarding the application, the City Commission makes the following decision: F. For the reasons stated above and in the PUD application 22293 findings of fact, the preliminary plat does not meet the requirements of Chapter 76 of the Montana Code Annotated, nor does it meet the applicable subdivision review criteria, found in Chapter 38 of the Bozeman Municipal Code. As detailed in the analysis section above, the preliminary plat application relied on approval of several relaxations found in its accompanying planned unit development application. The Commission denied PUD application 22293 citing unacceptable impacts to the environment and to public health, safety, and welfare. Without the approval of the PUD relaxations, the preliminary plat does not comply with applicable zoning standards such as, permitted uses, lot sizes, secondary emergency access design, wetland setback, street design, and non-exempt fill material within the floodplain. The offered mitigation for these impacts was insufficient to adequately protect public health and safety and unacceptably degraded wetlands by allowing development in the watercourse setback. Therefore, pursuant to the City DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 85 22294 Findings of Fact and Order for Shady Glen Subdivision Page 29 of 34 Commission’s review authority and the authority found in 38.200.010.H, preliminary plat application 22294 is denied. G. The basis of the Commission’s decision includes the entire record of this matter, including the applicant’s materials and presentation, public comment, advisory board opinions, the staff report and presentation, and Commission discussion and questions. H. These findings of fact satisfy the requirements in 38.240.130.A.5.e, BMC and Montana Code Annotated section 76-3-620. I. The City Commission decision may be appealed by bringing an action in the Eighteenth District Court of Gallatin County. As outlined in 76-3-625, the petition must be presented to the court within 30 days of the final decision. DATED this ________ day of _____________________, 2023 BOZEMAN CITY COMMISSION _________________________________ CYNTHIA L. ANDRUS Mayor ATTEST: _______________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: _________________________________ DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 May2nd 86 22294 Findings of Fact and Order for Shady Glen Subdivision Page 30 of 34 GREG SULLIVAN City Attorney DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 87 22294 Findings of Fact and Order for Shady Glen Subdivision Page 31 of 34 APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY Zoning Designation and Land Uses: The subject property is zoned R-1, Residential Low Density District. The intent of the R-1 district is to provide for primarily single-household residential development and related uses within the city at urban densities. Adopted Growth Policy Designation: Table 4 of the Bozeman Community Plan 2020 shows the correlation between future land use map designations and implementing zoning districts. (See below for the Table) DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 88 22294 Findings of Fact and Order for Shady Glen Subdivision Page 32 of 34 The subject property is designated as Urban Neighborhood. This category primarily includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged. In limited instances, an area may develop at a lower gross density due to site constraints and/or natural features such as floodplains or steep slopes. Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and some neighborhood-serving commerce provide activity centers for community gathering and services. The Urban Neighborhood designation indicates that development is expected to occur within municipal boundaries. This may require annexation prior to development. This proposed subdivision is well-suited to implement the Urban Neighborhood by providing lots that will support detached residential lots as well as two townhouse lots with affordable housing units. The urban neighborhood designation recognizes that at times lower densities may develop due to site constraints and/or natural features. The presence of water features and wetlands on this site, as well as the access constraints limit the density that can be realized on the property. However, the density provided is meeting the minimum of 5 dwelling units per acre when the critical lands and common open space lands are removed from the gross lot size. The townhouse and multi-household lots will support construction of “missing middle” housing which is contemplated throughout the Bozeman Community Plan 2020. The proposed subdivision is also located in a central area with relatively quick access to a variety of goods and services. As previously discussed, the subdivision relies on a recommendation of approval for the Shady Glen PUDP, application 22293 that is being considered concurrently with this preliminary plat application. The growth policy encourages development to be walkable, which is defined in the glossary as: Walkable. A walkable area has: • A center, whether it’s a main street or a public space. • People: Enough people for businesses to flourish and for public transit to run frequently. • Parks and public space: Functional and pleasant public places to gather and play. • Pedestrian design: Buildings are close to the street, parking lots are relegated to the back. • Schools and workplaces: Close enough that walking to and from home to these destinations is realistic. • Complete streets: Streets designed for bicyclists, pedestrians, and transit. With the complexity of features needed to create a walkable environment, no one site is likely to provide all the needed elements. The additional density will help provide for element two with potential for additional persons in the area. The site has a Walk Score of 34, a Transit score of 7, and a Bike Score of 44. Average scores for the city as a whole are out of 100: Walk Score 47; Transit Score 21; and Bike Score 62 These values are provided by Walk Score, a private organization which presents information on real DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 89 22294 Findings of Fact and Order for Shady Glen Subdivision Page 33 of 34 estate and transportation through walkscore.com. The algorithm which produces these numbers is proprietary. A score is not an indication of safety or continuity of services or routes. Scores are influenced by proximity of housing, transit, and services and expected ability, as determined by the algorithm, to meet basic needs without using a car. This site is an infill development, surrounded by existing residential uses with complimentary uses such as schools, parks, grocery stores, and employment opportunities within a relatively short distance. There are no adopted development standards relating to the walk score. The proposed development is adjacent to Glen Lake Rotary Park and is approximately .16 miles from Story Mill Park. The subdivision is adjacent to an existing commercial neighborhood to the south. While some of the businesses are heavier commercial uses that may not provide daily services, there is a close coffee shop, convenience store, meadery, brewery among other services that will provide daily destinations to future residents of the Shady Glen Subdivision. In addition, Story Mill Community Center is.16 miles away. A unique outcome of the design of the subdivision is many of these amenities are closer to walk to than they are to drive due to the emergency access that serves as a dual pedestrian access. This design will further the walkability goal of the growth policy. The proposed subdivision meets the following Bozeman Community Plan 2020 goals: N-1.1 Promote housing diversity, including missing middle housing N-1.10 Increase connectivity between parks and neighborhoods through continued trail and sidewalk development. Prioritize closing gaps within the network. N-1.11 Enable a gradual and predictable increase in density in developed area over time N – 3.3 Encourage distribution of affordable housing units throughout the City with priority given to locations near commercial, recreational, and transit assets. N-3.8 Promote the development of “Missing Middle” housing (townhouses, multi-household) APPENDIX B – DETAILED PROJECT DESCRIPTION Project Background and Description A preliminary plat application by the applicant, Bechtle Architects, 4515 Valley Commons Drive 201, Bozeman, MT 59718, representing the property owner Bridger Center LLC, Thomas Murphy, 280 W Kagy Blvd Ste D-105 Bozeman, MT 59715. DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 90 22294 Findings of Fact and Order for Shady Glen Subdivision Page 34 of 34 APPENDIX C – NOTICING AND PUBLIC COMMENT Notice was provided at least 15 and not more than 45 days prior to the close of the public comment period/City Commission public meeting per BMC 38.220.420, The public notice period for this application is set to run from February 26 through March 21, 2023, with publications in the legal advertisements section of the Bozeman Daily Chronicle on Sunday, February 26, and Sunday, March 5, 2023. The applicant posted public notice on the subject property on February 26, 2023. The applicant sent public notice to all landowners of record within 200-feet of the subject property via first class mail, on February 24, 2023. APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF Owner: Bridger Center LLC, Thomas Murphy, 280 W Kagy Blvd Ste D-105, Bozeman, MT 59715 Applicant: Bechtle Architects, Nicole Boteilho, 4515 Valley Commons Drive 201, Bozeman, MT 59718 Representative: Morrison Maierle, Mike Hickman, 2880 Technology Blvd, Bozeman, MT 59718 Report By: Lynn Hyde, Development Review Planner FISCAL EFFECTS No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this subdivision. ATTACHMENTS The full application and file of record can be viewed: Application materials – Available through the Laserfiche archive, the full file is linked below. https://weblink.bozeman.net/WebLink/Browse.aspx?id=265045&dbid=0&repo=BOZEMAN as well as digitally at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. This project can be viewed on the Community Development Viewer interactive map directly with this link: https://gisweb.bozeman.net/Html5Viewer/?viewer=planning Public Comment: https://weblink.bozeman.net/WebLink/Browse.aspx?id=273209&dbid=0&repo=BOZEMAN Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, Application 22293 Findings of Fact and Order for Shady Glen Preliminary Planned Unit Development, Application 22293 DocuSign Envelope ID: 87BE4FE2-CACD-449E-A7DD-B73C16263E75 91