HomeMy WebLinkAboutSACCOCCIA-LOWES
City of Bozeman
Planning and Community Development
P.O. Box 1230
Bozeman, MT 59771-1230
ADDRESS SERVICE REQUESTED
Lowe’s HIW
Attn: Jack Mandel
1530 Faraday Avenue, Suite 140
Carlsbad, CA 92008
City of Bozeman
Planning and Community Development
P.O. Box 1230
Bozeman, MT 59771-1230
ADDRESS SERVICE REQUESTED
Morrison-Maierle, Inc.
306 West Railroad Street, Suite 105
Missoula, MT 59808
City of Bozeman
Planning and Community Development
P.O. Box 1230
Bozeman, MT 59771-1230
ADDRESS SERVICE REQUESTED
Susan Swimley
1800 West Koch Street
Bozeman, MT 59715
City of Bozeman
Planning and Community Development
P.O. Box 1230
Bozeman, MT 59771-1230
ADDRESS SERVICE REQUESTED
Philip Saccoccia, Jr.
991 East Beach
Pass Christian, MS 39571
planning zoning subdivision review annexation historic preservation housing grant administration neighborhood
coordination
CITY OF BOZEMAN
DEPARTMENT OF PLANNING AND COMMUNITY DEVELOPMENT
Alfred M. Stiff Professional Building
20 East Olive Street
P.O. Box 1230
Bozeman, Montana 59771-1230
phone 406-582-2260
fax 406-582-2263
planning@bozeman.net
www.bozeman.net
August 22, 2005
Philip Saccoccia, Jr.
991 East Beach
Pass Christian, MS 39571
Re: Lowe’s CUP/PUD #Z-05128
On Monday, August 15, 2005 the City Commission conditionally approved the modification to the
Saccoccia Planned Unit Development Conditional Use Permit for a Planned Unit Development to include
an additional relaxation to allow a relaxation from Section 18.40.180.B Limitations on Size of Retail Stores
to allow the Lowe’s store to exceed the 75,000 square foot maximum floor area for a retail building.
The proposal was evaluated against the review criteria and requirements of the adopted Growth Policy and
the City of Bozeman Unified Development Ordinance. The City Commission’s decision was based on the
fact that, with conditions, the proposal will not be detrimental to the health, safety, or welfare of the
community, and is in harmony with the purpose and intent of the Bozeman Unified Development
Ordinance and the adopted Growth Policy. The decision of the City Commission is final. The conditions
of approval are as follows:
1. The entire length of the trail along Walton Stream/Ditch shall be constructed with Phase 1 of the PUD.
2. The trail along the west property line, from Baxter Lane to Tschache Lane shall be improved with Phase
1 of the PUD.
3. Only 75% of the required minimum parking will be permitted as on-site surface parking for the future
uses lying north and south of the Lowe’s building. Parking in excess of 75% of required minimum
number of spaces for future uses lying north and south of the Lowe’s building shall be considered a
modification of the Planned Unit Development and shall only be approved by the City Commission
through a Conditional Use Permit process, upon adequate demonstration of need.
4. Per Chapter 3, Section E of the Design Objectives Plan, the building shall be broken into modules, to
appear to have a more human scale. In order to reduce the scale of the building it shall be broken into a
minimum of 4 modules each offset a minimum of 40 feet from the primary module (the building
entrance) with the primary module restricted to a maximum of 75,000 square feet and each sub module
restricted to a maximum of 40,000 square feet in size or modulation could be achieved by deepening the
gable elements on all facades or the reconfiguration of gable projections and placement on the north
and east facades of the structures.
Page 2
5. Detailed elevations with a working scale shall be provided with the Final PUD Plan. The elevations
shall call out all materials and colors.
6. A color palette and materials sample board shall be submitted with the Final PUD Plan.
7. The pedestrian corridors within the Lowe’s parking lot shall be modified to provide sidewalks on two
sides with an island of landscaping in between at least 10 feet in width with a cross connection through
the landscaped island.
8. All crossings within the Planned Unit Development shall be constructed with scored and pigmented
concrete. The crossings shall be noted as such on the Final PUD Plan and details for the pattern shall
be provided in the final development guidelines.
9. All benches, picnic tables and other amenities shall be identified on the Final PUD Plan. Details for the
structures shall be illustrated in the final development guidelines.
10. Elevations and construction details shall be provided for the gazebo and the display area with the Final
PUD Plan.
11. The metal siding and roof shall be a non-reflective color and finish.
12. Additional details for the storage area enclosure shall be provided with the Final PUD Plan. The fence
shall be constructed of an aesthetically pleasing material and no chain link will be permitted. The
location of the fence/enclosure shall be identified consistently throughout the Final PUD Plan.
13. The storm water ponds shall be designed as open, landscaped features that are lined with native grasses
and indigenous plants.
14. The applicant shall agree to an economic impact study, paid for by the applicant and completed by a
consultant upon which both the applicant and the City have agreed, including mitigation strategies for
any negative impacts of this development. Unless otherwise provided, such information shall include an
economic impact study, prepared by qualified professional(s) that contains, at a minimum:
a) a report on growth and the rate of growth anticipated for the City and region, both without the
project and with the project as proposed;
b) a report which quantifies the impacts such growth, including growth accelerated or attracted by the
proposal, will have in the area;
c) a report on the associated costs and benefits of such growth, and the ability of the City to
accommodate such growth;
d) a report on the additional costs of public services and facilities caused directly or indirectly by the
project, and the impacts on the ability of the City to provide municipal or governmental services;
e) a report on the provision of needed and balanced housing accessible to existing or planned
development, both without the project and with the project as proposed;
f) a report on plans and strategies for adapting the building for re-use in the event of closure, including
a closure plan describing how the property will be disposed of, re-used, demolished, made available
for other uses, or otherwise reclaimed;
g) a report on the impacts of the project’s approval on the job market in Bozeman and Gallatin
County, including a comparison of wages and benefits of existing businesses, and an analysis of the
effects of the project’s approval on wages and benefits of existing businesses; and
Page 3
h) a report demonstrating applicant’s plan to reduce or eliminate adverse impacts identified in the
analysis, including but not limited to any burden on the ability of the City to provide municipal or
governmental services.
The applicant shall provide a report of the impacts of their project and proposed actions to be taken to
mitigate any adverse impacts. In lieu of such a report the applicant may: at the time of opening,
contribute $100,000 to the City’s affordable housing account. In addition, the applicant shall contribute
$200,000 a year for two years (for a total of $400,000) to be used for mitigation of potential socio-
economic impacts.
15. A detailed Renewal Plan which addresses all of the criteria outlined in Section 18.40.180.D shall be
submitted to the Planning Office for review and approval by the City Commission prior to final site
plan approval and issuance of a building permit. Upon review of the renewal plan the City Commission
shall direct staff to draft a formal agreement that obligates the owner to redevelop the property per the
renewal plan and the provisions of the ordinance. The agreement shall offer recourse to the City of
Bozeman if the redevelopment is not completed as outlined in the approved renewal plan.
16. Baxter Lane shall be improved from the eastern boundary of this subdivision to 19th Avenue in its
entirety with Phase I. The road shall be improved to a three lane collector standard as shown in the
Greater Bozeman Area Transportation Plan 2001 update.
17. Tschache Lane shall be extended to the eastern boundary of the subdivision. The section shall match
the section currently constructed. This may be completed in two phases as proposed.
18. This property is included in a payback district for additional design work related to the signal at 19th and
Baxter. The applicant shall make the required payback prior to final site plan approval.
19. This property is included in a payback district for Baxter Lane Sewer Main Extension. The applicant
shall make the required payback prior to final site plan approval.
20. The traffic impact analysis submitted for the project shall be approved by City Engineering and the
Montana Department of Transportation. All of the improvements recommended in the TIA shall be
installed as part of the required infrastructure for each phase. This shall include an update to the TIA
subsequent to the opening of Lowe’s, but prior to construction of phase II.
Identified Code Provisions
a. Section 18.36.060 requires the applicant to submit seven (7) copies a Final Site Plan within 1 year of
preliminary approval containing all of the conditions, corrections and modifications to be reviewed and
approved by the Planning Office.
b. Section 18.34.140 states that a Building Permit must be obtained prior to the work, and must be
obtained within one year of Final Site Plan approval. Building Permits will not be issued until the Final
Site Plan is approved.
c. Section 18.38.050.F requires all mechanical equipment to be screened. Rooftop equipment should be
incorporated into the roof form and ground mounted equipment shall be screened with walls, fencing or
plant materials.
Page 4
d. Sections 18.42.150 requires a lighting plan for all on-site lighting including wall-mounted lights on the
building must be included in the final site plan submittal. A photometric lighting plan shall be submitted
with the final site plan to ensure compliance with Section 18.42.150.D.
e. Section 18.42.170 requires the trash receptacles to be appropriately sized and located for the specific as
approved by the City Sanitation Department. Accommodations for recyclables must also be considered.
All receptacles shall be located inside of an approved trash enclosure. A copy of the site plan, indicating
the location of the trash enclosures, dimensions of the receptacles and enclosures and details of the
materials used, shall be sent to and approved by the City Sanitation Division (phone: 586-3258) prior to
final site plan approval.
f. Section 18.46.020 requires compact parking stalls to be clearly identified with a sign permanently affixed
immediately in front of each space containing the notation “Compacts Only.”
g. Section 18.48.050.C.2.a.(2) requires all parking lots located between a principal structure and a public
street to be screened from the public street.
h. Chapter 18.52 requires the review and approval of a Sign Permit Application prior to the construction
and installation of any on-site signage.
i. The final landscape plan shall be signed and certified by a landscape professional as outlined in Section
18.78.100.
j. The FSP shall be adequately dimensioned.
k. A Storm Water Drainage/Treatment Grading Plan and Maintenance Plan for a system designed to
remove solids, silt, oils, grease, and other pollutants must be provided to and approved by the City
Engineer. The plan must demonstrate adequate site drainage (including sufficient spot elevations),
storm water detention/retention basin details (including basin sizing and discharge calculations, and
discharge structure details), storm water discharge destination, and a storm water maintenance plan.
Note: A C factor of 0.20 is required by the COB design standards for open land, not 0.30 as
used in the calculations submitted.
A storm water easement must be established on the adjacent property and filed with the County Clerk
and Recorder's Office for the retention pond and discharge course if located off the subject property.
l. Plans and specifications for any water, sewer and/or storm sewer main extensions, and Public or Private
Streets (including curb, gutter & sidewalks) prepared by a Professional Engineer (PE) shall be provided
to and approved by the City Engineer. Water and sewer plans shall also be approved by the Montana
Department of Environmental Quality. The applicant shall also provide Professional Engineering
services for construction inspection, post-construction certification, and preparation of mylar record
drawings. Specific comments regarding the existing and proposed infrastructure shall be provided at
that time. Construction shall not be initiated on the public infrastructure improvements until the plans
and specifications have been approved and a pre-construction conference has been conducted.
No building permits will be issued prior to City acceptance of the infrastructure improvements
unless all provisions set forth in section 18.74.030.C.1.b are met to allow for concurrent
construction.
m. Plans and Specifications for any fire service line must be prepared in accordance with the City's Fire
Page 5
Service Line Policy by a Professional Engineer (PE), and be provided to and approved by the City
Engineer prior to initiation of construction of the fire service or fire protection system. The applicant
shall also provide Professional Engineering services for construction inspection, post-construction
certification, and preparation of mylar record drawings.
n. Easements for the water and sewer main extensions shall be a minimum of 30 feet in width, with the
utility located in the center of the easement. In no case shall the utility be less than 10 feet from edge of
easement.
o. Sewer and water services shall be shown on the FSP and approved by the Water/Sewer Superintendent.
City of Bozeman applications for service shall be completed by the applicant.
p. The location of existing water and sewer mains shall be properly depicted, as well as nearby fire
hydrants. Proposed main extensions shall be labeled "proposed".
q. The drive approach shall be constructed in accordance with the City's standard approach (i.e., concrete
apron, sidewalk section and drop-curb) and shown as such on the FSP. A City Curb Cut and Sidewalk
Permit shall be obtained prior to FSP approval.
r. City standard sidewalk shall be installed and properly depicted at the standard location (i.e., 1 foot off
property line) along the street(s) frontage. Any deviation to the standard alignment or location must be
approved by the City Engineer.
s. Typical curb details (i.e., raised and/or drop curbs) and typical asphalt paving section detail shall be
provided to and approved by the City Engineer. Concrete curbing shall be provided around the entire
new parking lot perimeter and adequately identified on the FSP.
t. The Montana Fish, Wildlife & Parks, SCS, Montana Department of Environmental Quality and Army
Corps of Engineer's shall be contacted regarding the proposed project and any required permits (i.e.,
310, 404, Turbidity exemption, etc.) shall be obtained prior to FSP approval.
u. All existing utility and other easements must be shown on the FSP.
v. Adequate snow storage area must be designated outside the sight triangles, but on the subject property
(unless a snow storage easement is obtained for a location off the property and filed with the County
Clerk and Recorder's office).
w. Drive approach and public street intersection sight triangles shall be free of plantings which at mature
growth will obscure vision within the sight triangle.
x. If construction activities related to the project result in the disturbance of more that 1 acre of natural
ground, an erosion/sediment control plan may be required. The Montana Department of
Environmental Quality, Water Quality Bureau, shall be contacted by the Applicant to determine if a
Storm Water Discharge Permit is necessary. If required by the WQB, an erosion/sediment control plan
shall be prepared for disturbed areas of 1 acre or less if the point of discharge is less than 100' from
State Waters.
y. The applicant shall submit a construction route map dictating how materials and heavy equipment will
travel to and from the site in accordance with section 18.74.020.A.1 of the Unified Development
Ordinance. This shall be submitted as part of the final site plan for site developments, or with the
Page 6
infrastructure plans for subdivisions. It shall be the responsibility of the applicant to ensure that the
construction traffic follows the approved routes.
z. All construction activities shall comply with section 18.74.020.A.2. of the Unified Development
Ordinance. This shall include routine cleaning/sweeping of material that is dragged to adjacent streets.
The City may require a guarantee as allowed for under this section at any time during the construction to
ensure any damages or cleaning that are required are complete. The developer shall be responsible to
reimburse the City for all costs associated with the work if it becomes necessary for the City to correct
any problems that are identified.
aa. Water and Sewer mains shall be located such that they maintain a minimum clear distance of 10’ from all
trees including landscape islands.
The property owner must comply with all provisions of the Bozeman Municipal Code, which are applicable
to this project prior to receiving Final Site Plan approval. 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.
A narrative and Final PUD Plan addressing all of the conditions of approval and the code provisions must
be submitted within 1 year, by August 15, 2006. Please call me if you have any questions regarding the
conditions of approval or the final site plan review process.
Respectfully,
Jami Morris
Associate Planner
JM/jm
cc: Susan Swimley, 1800 West Koch Street, Bozeman, MT 59715
Lowe’s HIW, Attn: Jack Mandel, 1530 Faraday Avenue, Suite 140, Carlsbad, CA 92008
Morrison-Maierle, Inc., 306 West Railroad Street, Suite 105, Missoula, MT 59808
CITY COMMISSION STAFF REPORT
LOWE’S CUP/PUD MODIFICATION FILE NO. #Z-05128
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 1
Item: Modification to a Conditional Use Permit for a Planned Unit
Development Application #Z-05128, to amend the established unified
development plan to include an additional relaxation to allow a
relaxation from Section 18.40.180.B Limitations on Size of Retail Stores
to allow the Lowe’s store to exceed the 75,000 square foot maximum
floor area for a retail building on property legally described as COS
1215E, NW¼, Section 1, T2S, R5E City of Bozeman, Gallatin County,
Montana.
Owner: Philip Saccoccia, Jr.
991 East Beach
Pass Christian, MS 39571
Applicant: Lowe’s HIW, Attn: Jack Mandel
1530 Faraday Avenue, Suite 140
Carlsbad, CA 92008
Representative: Morrison-Maierle, Inc.
306 West Railroad Street, Suite 105
Missoula, MT 59808
Date/Time: Before the Bozeman City Commission on Monday, August 1, 2005 at
7:00 p.m., in the Community Room, Gallatin County Courthouse, 311
West Main Street, Bozeman, Montana.
Report By: Jami Morris, Associate Planner
Recommendation: Conditional Approval
____________________________________________________________________________________
PROJECT LOCATION
The subject property is legally described as COS 1215E and situated in the NW¼, Section 1, T2S, R5E, City
of Bozeman, Gallatin County, Montana, and generally located between Baxter Lane and Tschache Lane east
of North 19th Avenue. The property is zoned B-2 (Community Business District). Please refer to the
vicinity map provided.
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 2
PROPOSAL
The application for a Preliminary Plan for a
Modification to a previously approved Conditional Use
Permit for a Planned Unit Development (December
2003) for review of the design and layout of a multi-
phase Planned Unit Development with Lowe’s as the
first phase. The property is bound by Baxter Lane on
the north and Tschache Lane on the south and is
located between North 19th Avenue and the Walton
Stream/Ditch. The subject property lies within the
North 19th Avenue Entryway Overly District which is a
Class I corridor.
The proposal includes a brief discussion on the renewal
plan for Lowe’s but does not address any of the City’s
socio-economic impacts of growth and costs of
development, including but not limited to impacts on
the job market in the City and region, the provision of
needed and balanced housing accessible to existing or planned employment centers, and preventing
abandonment of areas of the community. The City Commission shall impose conditions which prevent
undue burden upon the City in accommodating growth caused by the proposed development and in doing
so may want to consider the following language which is also noted as a recommended condition of
approval at the end of the staff report:
The applicant shall agree to an economic impact study, paid for by the applicant and
completed by a consultant upon which both the applicant and the City have agreed,
including mitigation strategies for any negative impacts of this development. Unless
otherwise provided, such information shall include an economic impact study, prepared by
qualified professional(s) that contains, at a minimum:
a) a report on growth and the rate of growth anticipated for the City and region, both
without the project and with the project as proposed;
b) a report which quantifies the impacts such growth, including growth accelerated or
attracted by the proposal, will have in the area;
c) a report on the associated costs and benefits of such growth, and the ability of the City
to accommodate such growth;
d) a report on the additional costs of public services and facilities caused directly or
indirectly by the project, and the impacts on the ability of the City to provide municipal
or governmental services;
e) a report on the provision of needed and balanced housing accessible to existing or
planned development, both without the project and with the project as proposed;
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 3
f) a report on plans and strategies for adapting the building for re-use in the event of
closure, including a closure plan describing how the property will be disposed of, re-
used, demolished, made available for other uses, or otherwise reclaimed;
g) a report on the impacts of the project’s approval on the job market in Bozeman and
Gallatin County, including a comparison of wages and benefits of existing businesses,
and an analysis of the effects of the project’s approval on wages and benefits of existing
businesses; and
h) a report demonstrating applicant’s plan to reduce or eliminate adverse impacts identified
in the analysis, including but not limited to any burden on the ability of the City to
provide municipal or governmental services.
The applicant shall provide a report of the impacts of their project and proposed actions to
be taken to mitigate any adverse impacts. In lieu of such a report the applicant may: at the
time of opening, contribute $100,000 to the City’s affordable housing account. In addition,
the applicant shall establish an escrow account in the name of the City of Bozeman, and
shall contribute $200,000 a year for two years (for a total of $400,000) to be used for
mitigation of potential socio-economic impacts. If the mitigation costs less than $400,000,
the balance in the escrow account shall be returned to the applicant.
In approving the original Master Plan for a Planned Unit Development the developer was granted the
following relaxations from the zoning ordinance:
a) “Building Height” to allow the building heights to exceed the maximums allowed in the “M-1” and “B-2”
districts, but not to exceed 48 feet;
b) “Permitted Uses” to allow uses identified as permitted uses in the “B-2” Community Commercial District
and “M-1” Light Manufacturing District;
c) “Water and Sanitary Sewer System Requirements” to allow concurrent installation of infrastructure
improvements and construction of a specific project;
d) “Sign Code” to allow one pole sign to exceed the allowable height by 12 feet and 50 square feet in area,
one pole sign to exceed the allowable height by 4 feet and 16 square feet in area and one monument sign
to exceed the allowable height by 6 feet and 32 square feet in area;
e) “Glare and Lighting” to allow the proposed lantern style light that does not conform to the requirement
that prohibits luminaries and lenses to protrude below the edge of the light fixture.
The application further requests the following relaxation from the Unified Development Ordinance:
Section 18.40.180.B Limitations on Size of Retail Stores to allow the Lowe’s store to exceed the 75,000 square
foot maximum by 90,765 square feet
The PUD proposal suggests that 38.6 performance points have been provided in open space and that
additional points, above and beyond the minimum 30 points required, have been provided through
affordable housing. Page 20 of the applicant’s submittal states that Mr. Saccoccia discounted the price of
the land for the affordable housing project by $350,000 and provided a $200,000 purchase credit grant for a
total contribution of $550,000 towards affordable housing. However, the City Commission in its findings
should consider that this contribution was made without City endorsement or through the standard review
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 4
procedures associated with a this project. Furthermore, the UDO specifies that in order to get points for
affordable housing the affordable units must be constructed on-site or a nonresidential project may get
points for donating constructed dwellings and/or lots to the City of Bozeman. There is no mechanism by
which the City can accept the land transaction as a means of fulfilling the current points requirement for the
Lowe’s proposal. Therefore, the City Commission will need to determine if the landowner’s contribution to
the Bridger Peaks Village affordable housing project to the north is a supportable means of mitigating the
increase in building square footage.
ZONING DESIGNATION & LAND USES
The subject property is zoned B-2 Community Business District. The intent of the “B-2” district is to
provide for a broad range of mutually supportive retail and service functions located in clustered areas
bordered on one or more sides by limited access arterial streets. The following land uses and zoning are
adjacent to the subject property:
North: (across Baxter Lane) Anderson Precast, Lux Transfer and the Lewis & Clark Subdivision on
property zoned M-1 Light Manufacturing District.
South: (across Tschache Lane) The Gap, Old Navy, Famous Footwear, Pier 1 and other retail and
restaurant uses as part of Bridger Peaks Town Center on property zoned B-2 Community Business
District.
East: (across Walton Stream/Ditch) Vacant property zoned B-2 Community Business District.
West: Old Chicago, Montana Furniture, Hilton Garden Inn, Chamber of Commerce and Mountain West
Bank. Further west (across 19th Avenue) Home Depot.
ADOPTED GROWTH POLICY DESIGNATION
The property is designated as Regional Commercial in the Bozeman 2020 Community Plan. The Regional
Commercial classification provides areas for retail, education, health services, public administration and
tourism for a multi-county region. These facilities should be located in proximity to significant
transportation routes.
REVIEW CRITERIA & FINDINGS
The City of Bozeman Planning Office has reviewed the application for a Site Plan against relevant chapters
of the Unified Development Ordinance (UDO), and as a result offers the following summary review
comments below. The findings outlined in this report include comments and recommended conditions
provided by the Development Review Committee (DRC) and Design Review Board (DRB).
Section 18.30.060 “Design Criteria and Development Standards in Entryway Corridors”
In addition to the standards of Chapter 18.34, the following general design criteria and development standards shall apply to
all development occurring within the areas described in Section 18.30.030.
1. Neighborhood Design (pages 9-14):
A. Green Space- The originally approved Master Plan for the Planned Unit Development for this
property indicates 11.72 acres of open space with a majority of the open space adjacent to the
Walton Stream/Ditch and Baxter Lane. The open space has been reconfigured with the proposed
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 5
amendment to the PUD with a total of 11.96 acres of open space now depicted. A total of 11.44
acres of open space is required for the Planned Unit Development.
The new plan for the complex depicts more dispersed open space areas with an expansion of the
green space between the proposed Lowe’s building site and the Stoneridge Subdivision to the west
(Montana Furniture, Hilton Garden Inn and Old Chicago) and an expansion of the green space
(“reflection area”) adjacent to Tschache Lane. The proposal will still maintain a 35 foot setback as
originally approved (compared to the 50 foot setback required under the U.D.O.).
B. Auto Connections- Two auto connections are depicted between the subject property and the
Stoneridge development. The Master Plan for the remainder of the site indicates one additional
connection on the north end of the property and multiple auto connections within the entire
development. The Master Plan is inconsistent with the proposed Lowe’s site plan. The Master Plan
depicts one additional auto connection between the Lowe’s parking lot and the Montana Furniture
Gallery. The final plans will need to be consistent.
C. Pedestrian & Bicycle Connections- The Lowe’s site plan proposes three east to west pedestrian
corridors through the parking lot from the Stoneridge development to the Lowe’s entrance.
Additional pedestrian connections are noted on the north and east sides of the Lowe’s building.
Sidewalks are also proposed adjacent to Tschache Lane and Baxter Lane in order to be consistent
with the existing development and multiuse pathways are noted along the east and west property
lines. All pedestrian crossings within the subject property should provide scored and pigment
crossings.
D. Street Character- The landscaped sidewalk along Tschache Lane provides continuity and
connection with adjacent developments. The plans also depict a gazebo and display area within the
green space adjacent to Tschache Lane. The development guidelines indicate the installation of
pedestrian benches, picnic tables and simple play structures. These additional amenities are not
clearly indicated on the site plan.
2. Site Design (pages 15-36):
A. Natural Features- The applicant proposes to enhance the Walton Stream/Ditch with additional
landscaping. According to the submittal the trail within the watercourse setback would be the
responsibility of the future developer. It is unclear between the development guidelines and the
chart outlining the phasing of improvements as to whether the trail will be constructed at the time of
development of the first phase of the PUD. Planning Staff feels strongly that the trail amenity
should be improved now with the Lowe’s development in order to get credit for the open space.
B. Views- The viewscape of the mountains to the northeast and the south of the subject property
should not be obscured. The building height maximum allowable in the PUD is 48 feet. In order to
ascertain the maximum height of the Lowe’s building will require plans with a workable scale.
C. Cultural Resources- There are no existing buildings on the site. Any cultural resources uncovered
during construction and earthwork will need to be inventoried for the Planning Office and the State
Historic Preservation Office.
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 6
D. Topography- The property currently slopes down from Tschache Lane down towards Baxter Lane
with approximately a 15 foot difference in grade.
E. Site Drainage- The property will be graded to direct stormwater flow from the east towards the
detention pond in the northeast corner of the property.
F. Building Placement- The Master Plan for the property depicts the buildings in clusters on the
north and east side of the proposed Lowe’s building. The building placement defines the outdoor
spaces as required.
Three walkways leading people from the parking lot to the front door have been depicted. Planning
Staff recommends that the corridors are modified to provide sidewalks on both sides of a
landscaped median in order to provide usable pedestrian corridors. The detail currently provided
matches the WalMart development. It is our experience that this style of walkway is not user
friendly because it requires people to step through the landscaping in order to get to the walkways.
The result has been trampled landscaping or people opt to walk through the parking lot rather than
use the walkways.
G. Outdoor Public Spaces- The plans note a gazebo and a display area to be located in the open
space along Tschache Lane. Additional detail for the amenities will need to be provided with the
Final PUD Plan.
H. Pedestrian & Bicycle Circulation Systems- The Master Plan for the property, provided in the
applicant’s submittal, will create a safe and convenient access to the development and the stream
corridor.
I. Internal Automobile Circulation Systems- Internal automobile connections have been noted
throughout the development to encourage coordinated development. The intent of the guideline is
to convey a hierarchy of internal streets with design elements such as street trees and pole lights.
The main drive aisle in front of the Lowe’s should be enhanced with decorative elements and
furnishings to create a sense of human scale. Planning Staff would prefer to see a foundation
planting plan around the Lowe’s building and then a 10 foot wide sidewalk with evenly spaced street
trees in tree grates and pole lights along the street edge. Landscape islands, a minimum of 20 feet
wide, should be provided at the end of each row of parking (on the building side at a minimum).
J. Parking Lots- The design guidelines state that commercial projects exceeding 100,000 square feet
should provide shared parking surfaces. We expect that the future development of Lot 2 and 3 will
have some shared parking facilities with the Lowe’s site or structured parking will be provided. A
condition relating to parking for the complex to shared parking facilities has been recommended.
K. Site Lighting- The previous approval of the PUD allowed for a relaxation of the lighting standards
to allow a lantern style light along the interior streets. The gooseneck light detail in the development
guidelines depicts a sag lens. The detail will need to be modified to depict a conforming light detail.
L. Utilities & Service Areas- It appears that the trash receptacles will be located within the building
or on the back side of the building. All trash receptacles must be appropriately screened from view.
The landscape plan indicates an enclosed storage area on the back side of the Lowe’s building that is
not depicted in the site plan. The method of securing the area will need to be identified in the Final
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PUD Plan. The enclosure will need to be constructed of a high quality, aesthetically pleasing
material. A chain link fence will not be an acceptable means of defining the area.
M. Landscape Design- The guidelines suggest the incorporation of native species in the landscape
design, a coordinated landscape palette and clusters of landscaping for visual interest. The proposed
landscape plan appears to meet all of these functions.
N. Buffers- The back side of the Lowe’s building will be buffered with a considerable number of trees.
The landscape plan depicts 25 Spruce and Pine trees and 12 Elms.
3. Building Design (pages 37-48):
A. Building & Topography- The buildings do follow the general lay of the land as suggested.
B. Building Character- The guidelines for building character for “All Corridors” strongly discourages
franchise architecture. The building design has been modified significantly from the original plan
and appears to provide additional architectural detail making the building unique to Bozeman.
C. Primary Building Entrance- The primary entrance provides a covered entrance and an enclosed
vestibule as requested by the Design Review Board. The primary entrance is oriented toward the
parking lot and a plaza area. The design guidelines strongly suggest “double fronted” design when
an entrance is facing a parking lot instead of a street.
D. Street Level Interest- The guideline discourages the presentation of a back side of a building to a
streetscape. The building design includes a regular pattern of metal sided offsets with gable-end,
parapet walls on the back side of the building.
E. Building Mass & Scale- The building design does effectively incorporate vertical and horizontal
elements and utilizes a change in vertical height and a change in roof form to provide some human
scale features. However, even with all of the additional architectural detail the Lowe’s building
design does not visually reduce the overall mass of a 165,765 square foot building. In exchange for
the requested relaxation to the 75,000 square foot maximum allowable square footage for a large
scale retail facility the Planning Staff has recommended a condition of approval to reduce the mass
and scale of the building and to address human scale. The building should be broken into a
minimum of 4 modules including the garden center. All of the modules can be open internally but
each module should be restricted with maximum square footage and offset. Staff recommends each
module be offset by a minimum of 40 feet from the primary module (the building entrance) with the
primary module restricted to a maximum of 75,000 square feet and each sub module restricted to a
maximum of 40,000 square feet in size. The alternative is to restrict the building to 75,000 square
feet maximum, inclusive of the garden center, or to break up the building into several smaller
buildings similar to the new Kenyon Noble building on Oak Street. The Design Review Board has
recommended a modification to the condition of approval allowing the modulation to be achieved
by deepening the gable elements on all facades or the reconfiguration of gable projections and
placement on the north and east facades of the structures.
F. Roof Form- The building design incorporates two roof form elements necessary for approval: a flat
roof with parapets and multiple roof planes.
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G. Building Materials- The primary exterior siding is split face CMU with rock veneer and metal
accents. The metal is an appropriate material for the corridor and the building use. However, the
metal surface cannot be reflective.
H. Building Complex- The development guidelines for the PUD will assure unified building design.
I. Service Canopies- Not applicable. The policy is specific to gas station canopy design.
J. Color- The guidelines recommend muted earth tones with bolder colors used primarily for accent
only. The main primary building elements are in earth tones with blue and what appears to be
galvanized metal accents.
K. Utilities & Mechanical Equipment- The UDO requires all mechanical equipment to be screened
from view. The elevations do not depict any roof top, wall mounted or ground mounted
mechanical equipment. The final site plan shall identify the location of all mechanical equipment
and identify the method of screening.
4. Sign Design (pages 49-56):
A. Sign Context & Position- The signs do not dominate the buildings and appear to be well
integrated into the site and building design.
B. Sign Type- The Planned Unit Development was originally approved with a sign relaxation to allow
larger multi-tenant pylon signs. Wall mounted signs are depicted on three of the four elevations.
C. Sign Materials- The signs appear to be primarily channel letters.
D. Sign Lighting- The plans indicate that all of the signs are internally illuminated.
E. Sign Content- The letter styles and sizes are compatible with the building design.
F. Wall Murals- Not applicable.
5. Corridor Specific Guidelines:
C. North 19th Avenue & Oak Street Corridor (pages 69-79)-
1. Existing agricultural site features and/or resources should be integrated into a newer
development when feasible. Not applicable.
2. Create a “green edge” along the front of the property. The landscape plan depicts a
considerable amount of landscaping along the west property line and along Tschache Lane. The
development guidelines established with the original PUD will ensure that the landscaping
adjacent to Baxter Lane will also exceed the minimum standards.
3. Minimize the impact of parking lots. A variety of plant materials have been depicted along
the west and south property lines to minimize the visual impact of the parking lots. The future
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development adjacent to Baxter Lane will also be required to install earthen berms and a variety
of plant materials to obscure the parking lots from the streetscape.
4. A detached pedestrian and bike boulevard trail shall be provided in the setback. The
property does not front on the Entryway Corridor so the trail system is not required. Instead
city standard sidewalks will be installed along Baxter Lane and Tschache Lane as requested by
the Planning and Engineering Departments.
5. Provide safe and convenient pedestrian and bicycle circulation within and between
projects. The multiuse paths on the east and west sides of the development and the interior
pedestrian connections will ensure safe and convenient pedestrian and bicycle circulation
between development projects in this corridor and within this development.
6. Building Materials- The corridor specific guidelines suggest that wood and masonry are the
preferred exterior wall finishes. The primary material proposed is split face CMU.
7. Streetscape Elements- The guideline suggests the incorporation of appropriate streetscape
elements such as: street trees; simple furnishings; bicycle facilities; landscaped shelter areas with
map displays; and transit stops. Since the project is not directly adjacent to North 19th Avenue
or Oak Street the bicycle facilities are not required but street trees and benches are still expected
to be incorporated into the open space areas.
8. Sign Type- Low profile signs and building mounted signs are the most appropriate signs for
this corridor. The PUD was already approved for multi-tenant pylon signs similar to Bridger
Peaks Town Center. The plans depict two of the pylon signs on Tschache Lane and wall
mounted signs on three of the four elevations.
9. Sign Design Attributes- Although the project was originally approved with a sign relaxation to
allow one pole sign to exceed the allowable height by 12 feet and 50 square feet in area, one pole
sign to exceed the allowable height by 4 feet and 16 square feet in area and one monument sign
to exceed the allowable height by 6 feet and 32 square feet in area there still should not be a
problem with the signs disrupting the distant views of the mountains.
Section 18.34.090 “Site Plan and Master Site Plan Review Criteria”
In considering applications for site plan approval under this title, the City Commission shall consider
the following:
1. Conformance to and consistency with the City’s adopted growth policy
The development proposal is in conformance with the “Regional Commercial” land use
classification in the Bozeman 2020 Community Plan. Specific goals related to the Bozeman
2020 Community Plan include the following:
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4.9 Community Character-
The front façade is appealing the human scale. However Planning Staff still feels it
necessary to modulate the building to significantly reduce the impacts of a building
that is 260 feet deep and 630 feet long. The following large scale retail buildings can
be used for comparison:
Home Depot 114,208 retail and nursery total square feet
Kenyon Noble 90,556 retail and nursery + 41,250 square foot warehouse
Bridger Peaks Town Center in-line structure 137,781 square feet
The use would be conveniently located near trail and transit system. Although the
retailer has indicated that the use is primarily auto dependent. This will provide for
alternative methods of transportation for employees.
The project was reviewed against the Design Objectives Plan for its compliance with
the Entryway Overlay District guidelines. The primary focus of discussion was in
regards to mitigating the size of the building.
6.6 Land Use-
The plan does provide services within a major employment center.
Oak Street is the defining line for Regional Commerical uses. The areas to the south
are designated Community Commerical, Neighborhood Commercial and Residential.
The objective further suggests that the uses within the Regional Commercial area are
appropriately sized. A task force was created to determine ways to mitigate possible
impacts of large scale retailers. The results of their findings were adopted into the
UDO which includes a 75,000 square foot size limitation. The main building,
exclusive of the garden center, exceeds the maximum by 59,563 square feet.
8.14 Environmental Quality & Critical Lands-
The lots have been planned outside of the watercourse setback. A 35 foot
watercourse setback was previously established with the original Planned Unit
Development.
Given the height of the building there should be minimal impacts to the viewshed
from the Entryway Corridor.
10.8 Transportation-
Two trails will be constructed within the PUD. A multi use path will be constructed
on the east and west sides of the property with sidewalks being constructed along the
north and south property lines. Additional pedestrian pathways will provide
connections from the parking lot to the entrances of the building.
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2. Conformance to this title, including the cessation of any current violations
a. Section 18.34.130 requires the applicant to submit seven (7) copies a Final Site Plan
within 6 months of preliminary approval containing all of the conditions, corrections and
modifications to be reviewed and approved by the Planning Office.
b. Section 18.34.140 states that a Building Permit must be obtained prior to the work, and
must be obtained within one year of Final Site Plan approval. Building Permits will not
be issued until the Final Site Plan is approved.
c. Section 18.38.050.F requires all mechanical equipment to be screened. Rooftop
equipment should be incorporated into the roof form and ground mounted equipment
shall be screened with walls, fencing or plant materials.
d. Sections 18.42.150 requires a lighting plan for all on-site lighting including wall-mounted
lights on the building must be included in the final site plan submittal. A photometric
lighting plan shall be submitted with the final site plan to ensure compliance with Section
18.42.150.D.
e. Section 18.42.170 requires the trash receptacles to be appropriately sized and located for
the specific as approved by the City Sanitation Department. Accommodations for
recyclables must also be considered. All receptacles shall be located inside of an
approved trash enclosure. A copy of the site plan, indicating the location of the trash
enclosures, dimensions of the receptacles and enclosures and details of the materials
used, shall be sent to and approved by the City Sanitation Division (phone: 586-3258)
prior to final site plan approval.
f. Section 18.46.020 requires compact parking stalls to be clearly identified with a sign
permanently affixed immediately in front of each space containing the notation
“Compacts Only.”
g. Section 18.48.050.C.2.a.(2) requires all parking lots located between a principal structure
and a public street to be screened from the public street.
h. Chapter 18.52 requires the review and approval of a Sign Permit Application prior to the
construction and installation of any on-site signage.
i. The final landscape plan shall be signed and certified by a landscape professional as
outlined in Section 18.78.100.
j. The FSP shall be adequately dimensioned.
k. A Storm Water Drainage/Treatment Grading Plan and Maintenance Plan for a system
designed to remove solids, silt, oils, grease, and other pollutants must be provided to and
approved by the City Engineer. The plan must demonstrate adequate site drainage
(including sufficient spot elevations), storm water detention/retention basin details
(including basin sizing and discharge calculations, and discharge structure details), storm
water discharge destination, and a storm water maintenance plan. Note: A C factor of
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0.20 is required by the COB design standards for open land, not 0.30 as used in
the calculations submitted.
A storm water easement must be established on the adjacent property and filed with the
County Clerk and Recorder's Office for the retention pond and discharge course if
located off the subject property.
l. Plans and specifications for any water, sewer and/or storm sewer main extensions, and
Public or Private Streets (including curb, gutter & sidewalks) prepared by a Professional
Engineer (PE) shall be provided to and approved by the City Engineer. Water and sewer
plans shall also be approved by the Montana Department of Environmental Quality.
The applicant shall also provide Professional Engineering services for construction
inspection, post-construction certification, and preparation of mylar record drawings.
Specific comments regarding the existing and proposed infrastructure shall be provided
at that time. Construction shall not be initiated on the public infrastructure
improvements until the plans and specifications have been approved and a pre-
construction conference has been conducted.
No building permits will be issued prior to City acceptance of the infrastructure
improvements unless all provisions set forth in section 18.74.030.C.1.b are met to
allow for concurrent construction.
m. Plans and Specifications for any fire service line must be prepared in accordance with the
City's Fire Service Line Policy by a Professional Engineer (PE), and be provided to and
approved by the City Engineer prior to initiation of construction of the fire service or
fire protection system. The applicant shall also provide Professional Engineering
services for construction inspection, post-construction certification, and preparation of
mylar record drawings.
n. Easements for the water and sewer main extensions shall be a minimum of 30 feet in
width, with the utility located in the center of the easement. In no case shall the utility
be less than 10 feet from edge of easement.
o. Sewer and water services shall be shown on the FSP and approved by the Water/Sewer
Superintendent. City of Bozeman applications for service shall be completed by the
applicant.
p. The location of existing water and sewer mains shall be properly depicted, as well as
nearby fire hydrants. Proposed main extensions shall be labeled "proposed".
q. The drive approach shall be constructed in accordance with the City's standard approach
(i.e., concrete apron, sidewalk section and drop-curb) and shown as such on the FSP. A
City Curb Cut and Sidewalk Permit shall be obtained prior to FSP approval.
r. City standard sidewalk shall be installed and properly depicted at the standard location
(i.e., 1 foot off property line) along the street(s) frontage. Any deviation to the standard
alignment or location must be approved by the City Engineer.
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s. Typical curb details (i.e., raised and/or drop curbs) and typical asphalt paving section
detail shall be provided to and approved by the City Engineer. Concrete curbing shall be
provided around the entire new parking lot perimeter and adequately identified on the
FSP.
t. The Montana Fish, Wildlife & Parks, SCS, Montana Department of Environmental
Quality and Army Corps of Engineer's shall be contacted regarding the proposed project
and any required permits (i.e., 310, 404, Turbidity exemption, etc.) shall be obtained
prior to FSP approval.
u. All existing utility and other easements must be shown on the FSP.
v. Adequate snow storage area must be designated outside the sight triangles, but on the
subject property (unless a snow storage easement is obtained for a location off the
property and filed with the County Clerk and Recorder's office).
w. Drive approach and public street intersection sight triangles shall be free of plantings
which at mature growth will obscure vision within the sight triangle.
x. If construction activities related to the project result in the disturbance of more that 1
acre of natural ground, an erosion/sediment control plan may be required. The
Montana Department of Environmental Quality, Water Quality Bureau, shall be
contacted by the Applicant to determine if a Storm Water Discharge Permit is necessary.
If required by the WQB, an erosion/sediment control plan shall be prepared for
disturbed areas of 1 acre or less if the point of discharge is less than 100' from State
Waters.
y. The applicant shall submit a construction route map dictating how materials and heavy
equipment will travel to and from the site in accordance with section 18.74.020.A.1 of
the Unified Development Ordinance. This shall be submitted as part of the final site
plan for site developments, or with the infrastructure plans for subdivisions. It shall be
the responsibility of the applicant to ensure that the construction traffic follows the
approved routes.
z. All construction activities shall comply with section 18.74.020.A.2. of the Unified
Development Ordinance. This shall include routine cleaning/sweeping of material that
is dragged to adjacent streets. The City may require a guarantee as allowed for under this
section at any time during the construction to ensure any damages or cleaning that are
required are complete. The developer shall be responsible to reimburse the City for all
costs associated with the work if it becomes necessary for the City to correct any
problems that are identified.
aa. Water and Sewer mains shall be located such that they maintain a minimum clear
distance of 10’ from all trees including landscape islands.
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.
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3. Conformance with all other applicable laws, ordinances, and regulations
The applicant is required to provide copies of all applicable permits and approvals from
other agencies. The applicant was originally approved for concurrent construction.
Additional materials, such as a financial guarantee and proof of fire hazard liability insurance
will still need to be provided in order for the City to issue building permits prior to
completion of infrastructure improvements.
4. Relationship of site plan elements to conditions both on and off the property
The adjacent development includes a 77,500 square foot, 120-room hotel, 8,000 square foot
restaurant, 12,000 square foot retail building, 114,000 square foot home improvements store,
137,781 square foot multi tenant retail building. Planning Staff has recommended a
condition of approval regarding the modulation of the building in order to address mass,
scale and compatibility. The Design Review Board suggested some alternative articulation of
the rear façade but decided to leave the final wording of the condition up to the City
Commission.
5. The impact of the proposal on the existing and anticipated traffic and parking
conditions
The traffic study indicates that the existing turning movements at the North 19th and
Tschache Lane intersection and the North 19th Avenue and Baxter Lane intersection operate
at a Level of Service A to C. The overall impacts upon opening day would diminish the
Level of Service to D and E for some of the turning movements. The ten year impacts
result in a diminished Level of Service to F. The traffic study further indicates that the Level
of Service would diminish despite the approval of the Lowe’s development and lists several
recommendations to minimize potential impacts. At a minimum Baxter Lane shall be
improved from the eastern boundary of this subdivision to 19th Avenue in its entirety with
Phase I. The road shall be improved to a three lane collector standard as shown in the
Greater Bozeman Area Transportation Plan 2001 update. In addition, Tschache Lane shall
be extended to the eastern boundary of the subdivision. The section shall match the section
currently constructed. The traffic impact analysis submitted for the project shall be
approved by City Engineering and the Montana Department of Transportation. All of the
improvements recommended in the TIA shall be installed as part of the required
infrastructure for each phase. This shall include an update to the TIA subsequent to the
opening of Lowe’s, but prior to construction of phase II.
Planning Staff agrees with the parking calculations provided in the submittal (467 parking
stalls total). No relaxations from the minimum parking requirements have been requested.
Staff has concluded that shared parking should be provided with the future uses to the north
and south. Only 75% of the required minimum parking will be permitted as on-site surface
parking for the future uses lying north and south of the Lowe’s building. Parking in excess
of 75% of required minimum number of spaces for future uses lying north and south of the
Lowe’s building shall be considered a modification of the Planned Unit Development and
shall only be approved by the City Commission through a Conditional Use Permit process,
upon adequate demonstration of need.
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6. Pedestrian and vehicular ingress and egress
Pedestrian access will be provided to the site via multi use paths along the east and west
property lines with pedestrian pathways through the parking lot. Sidewalks will be installed
within the right of way for Baxter Lane and Tschache Lane. The DRC has conditioned the
improvements to the trail system along the east and west property lines to insure
construction with the Lowe’s project.
Vehicular access is primarily from Tschache Lane with secondary access from Baxter Lane.
There are three accesses noted on to Tschache Lane with one vehicle access located on
Baxter Lane. Shared access the hotel and restaurant will also be provided from Baxter Lane.
7. Landscaping, including the enhancement of buildings, the appearance of vehicular
use, open space, and pedestrian areas, and the preservation or replacement of natural
vegetation
The guidelines suggest the incorporation of native species in the landscape design, a
coordinated landscape palette and clusters of landscaping for visual interest. The proposed
landscape plan appears to meet all of these functions.
8. Open space
The originally approved Master Plan for the Planned Unit Development for this property
indicates 11.72 acres of open space with a majority of the open space adjacent to the Walton
Stream/Ditch and Baxter Lane. The open space has been reconfigured with the proposed
amendment to the PUD with a total of 11.96 acres of open space now depicted. A total of
11.44 acres of open space is required for the Planned Unit Development.
The new plan for the complex depicts more dispersed open space areas with an expansion of
the green space between the proposed Lowe’s building site and the Stoneridge Subdivision
to the west (Montana Furniture, Hilton Garden Inn and Old Chicago) and an expansion of
the green space (“reflection area”) adjacent to Tschache Lane. The proposal will still
maintain a 35 foot setback as originally approved (compared to the 50 foot setback required
under the U.D.O.).
9. Building location and height
The Master Plan for the property depicts the buildings in clusters on the north and east side
of the proposed Lowe’s building. The one story Lowe’s building is well below the maximum
height permitted through the PUD. The previous approval established a maximum building
height of 48 feet.
10. Setbacks
A 25 foot setback is required from Baxter Lane and Tschache Lane. A minimum 8 foot
setback is required along the west property line and a 35 foot watercourse setback was
previously established with the original approvals.
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11. Lighting
A lantern style light was originally approved for the commercial complex. Although the light
does not meet code it was understood that the light would only be installed within the
development and would not be permitted adjacent to the public streets. All other lights,
including security lighting, must meet the UDO requirements.
12. Provisions for utilities, including efficient public services and facilities
The sanitary sewer is located in Baxter Lane and the water is being connects from the
Stoneridge development to the west. This property is included in a payback district for
additional design work related to the signal at 19th and Baxter. The applicant shall make the
required payback prior to final site plan approval. This property is included in a payback
district for Baxter Lane Sewer Main Extension. The applicant shall make the required
payback prior to final site plan approval.
13. Site surface drainage
The proposed detention pond is noted in the northeast corner of the subdivision. The
storm water ponds shall be designed as open, landscaped features that are lined with native
grasses and indigenous plants.
14. Loading and unloading areas
The unloading berth is located on the southeast corner of the building, facing Tschache
Lane. Additional details for the storage area enclosure shall be provided with the Final PUD
Plan. The fence shall be constructed of an aesthetically pleasing material and no chain link
will be permitted. The location of the fence/enclosure shall be identified consistently
throughout the Final PUD Plan.
15. Grading
Minimal grading will be required. The property already slopes gradually to the north and
northeast corner of the property. A grading plan will be submitted to the Engineering
Department for review.
16. Signage
The PUD was originally approved with a sign relaxation to allow one pole sign to exceed the
allowable height by 12 feet and 50 square feet in area, one pole sign to exceed the allowable
height by 4 feet and 16 square feet in area and one monument sign to exceed the allowable
height by 6 feet and 32 square feet in area. The actual sign plan and the total square footage
will be evaluated with the sign permit.
17. Screening
The plans depict a fence along the east side of the building presumably for storage. The area
would face towards the trail and stream corridor until additional buildings were constructed
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 17
on the east side of the property. A condition of approval was recommended to insure that
no chain link would be used and that a more visually pleasing fence will be constructed.
Additionally, the UDO requires all parking lots to be screened from the public street with
landscaping. The final landscape plan will be evaluated to insure compliance.
18. Overlay district provisions
The Preliminary PUD Plan was reviewed against the Design Objectives Plan guidelines for
“All Corridors” and for the “North 19th Avenue & Oak Street Corridor.” The Design
Review Board recommended conditional approval of the project with the requested
relaxation on a vote of 3 to 1.
19. Other related matters, including relevant comment from affected parties
No public comment has been received to date.
20. If the development includes multiple lots that are interdependent for circulation or
other means of addressing requirement of this title, 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;
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.
A shared access agreement will be required for all of the approaches onto Baxter Lane and
Tschache Lane. A shared access agreement is already in place along the west property line.
In addition, the Planning Office recommends a condition regarding shared parking for
future development in order to avoid large expanses of unused parking facilities. In the
event the future development of Lots 2 and 3 provide a parking study indicating additional
parking needs then the applicant can request to modify the condition of approval through
the Conditional Use Permit process.
Section 18.34.100 “City Commission Consideration and Findings for Conditional Use
Permits”
In addition to the review criteria outlined above, the City Commission shall, in approving a
conditional use permit, find favorably as follows:
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.
The property is 40 acres with the Lowe’s proposal utilizing 15 acres of the site. There is more
than adequate space for the proposed uses while still meeting all of the yard, parking and open
space requirements. The proposal is very similar in size a development pattern to the adjacent
Bridger Peaks Town Center aside from the building size.
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2. That the proposed use will have no material adverse effect upon the abutting property.
Persons objecting to the recommendations of review bodies carry the burden of proof.
The only adverse impact still of some concern is the overall mass of the building and the
appearance of the backside of the building in particular. A condition of approval has been
recommended by Planning Staff and subsequently modified by the Design Review Board.
3. That any additional conditions stated in the approval are deemed necessary to protect
the public health, safety and general welfare. Such conditions may include, but are not
limited to:
a. Regulation of use Not applicable.
b. Special yards, spaces and buffers A 120 foot deep open space area has been depicted
adjacent to Tschache Lane, a 40 foot deep open space area has been noted along the west
property line, a 90 foot deep space has been planned adjacent to Baxter Lane and a 150 foot
to 500 foot deep open space area has been noted along the east property line.
c. Special fences, solid fences and walls No chain link fences will be permitted.
d. Surfacing of parking areas All public parking areas will be paved, striped and appropriately
signed.
e. Requiring street, service road or alley dedications and improvements or appropriate bonds
Baxter Lane shall be improved from the eastern boundary of this subdivision to 19th
Avenue in its entirety with Phase I. The road shall be improved to a three lane collector
standard as shown in the Greater Bozeman Area Transportation Plan 2001 update.
Tschache Lane shall be extended to the eastern boundary of the subdivision. The section
shall match the section currently constructed.
f. Regulation of points of vehicular ingress and egress One access is noted from Baxter Lane
1,250 feet from the Stoneridge access and offset approximately 300 feet from Simmental
Way. Three accesses will be provided from Tschache Lane. The westernmost access is over
200 feet from the North 19th Avenue intersection and the other accesses provide a 300 foot
and 600 foot separation distance, aligning with the Bridger Peaks Town Center accesses.
g. Regulation of signs A sign relaxation was granted in 2002.
h. Requiring maintenance of the grounds Maintenance of the grounds will be regulated by the
covenants and the City’s municipal code.
i. Regulation of noise, vibrations and odors Regulation of noise, vibration and odors will be
regulated by the covenants and the City’s municipal code.
j. Regulation of hours for certain activities Not applicable.
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k. Time period within which the proposed use shall be developed This is a multi phased PUD
with Lowe’s proposed as the first phase. If approved the final site plan for Lowe’s and the
amendments to the final PUD plan must be submitted within 6 months.
l. Duration of use The outline of the Renewal Plan is described on page 4 of the applicant’s
submittal.
m. Requiring the dedication of access rights Not applicable.
n. Other such conditions as will make possible the development of the City in an orderly and
efficient manner City shall be party to the covenants and design guidelines to ensure
compliance with the approved Planned Unit Development.
Section 18.36.090 “Planned Unit Development Design Objectives and Criteria”
In addition to the review criteria outlined for site plan and conditional use permit review, the City
Commission shall, in approving a planned unite development, find favorably as follows:
a. All Development. All land uses within a proposed planned unit development shall be
reviewed against, and comply with, the applicable objectives and criteria of the
mandatory “All Development” group.
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?
The plan complies with all of the design standards for water, trails, sanitary sewer, irrigation,
fire, private utilities and storm drainage. The developer has argued that the Baxter Lane
improvements required are not equitable. The condition of approval regarding the Baxter
Lane improvements has been a requirement from the original review of the PUD in 2002.
The Engineering Department has suggested that there may be an opportunity for impact fee
credits for this project. However, this project is not on the current CIP list.
2. Does the project preserve or replace existing natural vegetation?
There is very little existing natural vegetation on the property except for the associated
wetland vegetation since the property has been farmed for years. The wetland boundary will
be identified in the spring and the area will be left, for the most part, undisturbed.
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?
The elements of the site design have been arranged in a manner that continues the pattern
of development already existing along North 19th Avenue.
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 20
4. Does the design and arrangement of elements of the site plan (e.g. building
construction, orientation, and placement; transportation networks; selection and
placement of landscape materials; and/or use of renewable energy sources; etc.)
contribute to the overall reduction of energy use by the project?
As the developer has indicated, a large format retail store of this nature is auto oriented.
However, the location is in close proximity to future transit locations and will be part of the
City’s trail system thus enabling some opportunities for a reduction in energy consumption.
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?
Not applicable. No residential development is currently contemplated with this
development.
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
'18.50.020, BMC?
The master plan for the development depicts additional buildings oriented to address the
stream and trail corridor. Otherwise, plan is for the backside of the Lowe’s building to face
towards the designated open space area adjacent to Walton Stream/Ditch. Additional open
spaces have been noted on the south side of the building as well. This area is well
landscaped and will provide a sheltered area for customers and employees.
7. Performance. All PUDs shall earn at least twenty performance points. Nonresidential
developments within the North 19th Avenue/Oak Street corridor shall earn thirty
points. Points may be earned in any combination of the following. The applicant
shall select the combination of methods but the City may require documentation of
performance, modifications to the configuration of open space, or other assurances
that the options selected shall perform adequately.
(a) Provision of affordable housing: Two points for each percent of constructed
dwellings in the residential development; OR – One point for each constructed
dwelling or lot donated to the City;
(b) Additional open space: One point for each percent of the project area that is
provided as non-public open space; or one and one quarter points for each
percent of the project area that is provided as publicly accessible open space.
The PUD meets the minimum 30 points required for a PUD in the North 19th Avenue &
Oak Street Corridor. The originally approved PUD for this property and the current
proposal utilized on-site open space to meet the points.
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 21
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?
The property is integrated with the adjacent development to the west. Two accesses will be
constructed to connect the parking lots of the Hilton Garden Inn and Old Chicago with the
Lowe’s parking lot. The trail along the west property line and the internal pathway
connections will also provide a means for circulation between developments.
c. Commercial. Planned unit developments in commercial areas (B-1, B-2 and B-3 zoning
districts) may include either commercial or multi-household development, however
adequate but controlled access to arterial streets is essential. Activities would include a
broad range of retail and service establishments designed to serve consumer demands of
the Bozeman area.
1. If the project contains any use intended to provide adult amusement or
entertainment, does it meet the requirements for adult businesses?
Not applicable.
2. Is the project contiguous to an arterial street, and has adequate but controlled access
been provided?
The property is adjacent to North 19th Avenue (the southwest corner) which is designated as
a principal arterial street in the Transportation Plan. Controlled access has been provided.
A 200 foot separation distance has been noted between the access onto Tschache Lane and
the signal at North 19th Avenue intersection.
3. Is the project on at least two acres of land?
The proposal depicts the proposed Lowe’s utilizing 15 of the 40 acres.
4. If the project contains two or more significant uses (for instance, retail, office,
residential, hotel/motel and recreation), do the uses relate to each other in terms of
location within the PUD, pedestrian and vehicular circulation, architectural design,
utilization of common open space and facilities, etc.?
The master plan describes the potential for a mix of retail and office uses. The development
guidelines will insure that the buildings relate architecturally. The plan for the future phases
appears to relate well with the open space, stream corridor and the streetscape. In addition
to the shared vehicle circulation areas it is Planning Staff’s assertion that the future uses to
the north and south of the Lowe’s building should also share parking facilities in order to
reduce the overall amount of asphalt. The Lowe’s parking lot accounts for approximately
half of the Lot (7.29 acres out of 15.93 acres).
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 22
5. Is it compatible with and does it reflect the unique character of the surrounding
area?
The project is compatible and building design and reflective of the Bozeman architectural
character. The building would be more compatible with the North 19th Avenue and Oak
Street corridor if the rear and sides of the building could better address mass and human
scale.
6. Is there direct vehicular and pedestrian access between on-site parking areas and
adjacent existing or future off-site parking areas which contain more than ten
spaces?
The master plan does depict future pedestrian and vehicular connections with the
development of the other phases of the PUD.
7. Does the project encourage infill, or does the project otherwise demonstrate
compliance with the land use guidelines of the Bozeman growth policy?
The proposal is in general compliance with the growth policy. It provides a regional
commercial use within an appropriately designated area. Instead of meeting the maximums
established for retail buildings for the City of Bozeman the applicant has requested an
additional relaxation to the approved Planned Unit Development. The DRC and DRB
support the additional relaxation with the conditions outlined at the end of the staff report.
8. Does the project provide for outdoor recreational areas (such as additional
landscaped areas, open spaces, trails or picnic areas) for the use and enjoyment of
those living in, working in or visiting the development?
Aside from the required 30% open space and the required transportation trail along the
stream/ditch the plan also depicts a gazebo and a semi-covered display area within the open
space adjacent to Tschache Lane.
Section 18.40.180.D. Additional Criteria and Site Development Guidelines for Certain Retail
Developments
1. Applications for large scale retail development shall include a renewal plan that will
afford maximum opportunity, consistent with the sound needs of the municipality as
a whole, for the rehabilitation or redevelopment of the structure in the event of
closure or relocation by the original occupant. Such plan will be approved if the City
Commission finds that:
a. The plan conforms to the City’s growth policy and the requirements of this title
or parts thereof for the municipality as a whole;
b. A sound and adequate plan exists for said redevelopment;
c. The plan affords maximum opportunity for rehabilitation or redevelopment of the
structure by both private enterprise and the City; and
d. The renewal plan provides a maintenance plan for normal repairs and upkeep of
property, including but not limited to building, parking lot and surfacing,
landscaping, signage and elimination of “ghost signage.”
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 23
The applicant chose to submit a brief outline of the possible methods of mitigation of a dark
store rather than the detailed renewal plan as suggested in the UDO. A more detailed plan
that addresses all of the criteria above will need to be submitted for review by the City
Commission prior to final site plan approval and the issuance of a building permit.
2. The City may enter into a development agreement with the owner of the real
property and undertake activities, including the acquisition, removal or demolition of
structures, improvements or personal property located on the real property, to
prepare the property for redevelopment. A development agreement entered into in
accordance with this section must contain provisions obligating the owner to
redevelop the real property for a specified use consistent with the provisions of this
title and offering recourse to the City if the redevelopment is not completed as
determined by the City.
Upon review of the renewal plan the City Commission may determine that a formal
agreement should be drafted and recorded that obligates the owner to redevelop the
property and offering recourse if the redevelopment is not completed as approved in the
renewal plan.
RECOMMENDED CONDITIONS OF APPROVAL
Based on the following analysis, the Planning Staff, find that the application, with conditions, is in general
compliance with the adopted Growth Policy and the City of Bozeman Unified Development Ordinance.
The following conditions of approval are recommended:
Recommended Conditions of Approval:
1. The entire length of the trail along Walton Stream/Ditch shall be constructed with Phase 1 of the PUD.
2. The trail along the west property line, from Baxter Lane to Tschache Lane shall be improved with Phase
1 of the PUD.
3. Only 75% of the required minimum parking will be permitted as on-site surface parking for the future
uses lying north and south of the Lowe’s building. Parking in excess of 75% of required minimum
number of spaces for future uses lying north and south of the Lowe’s building shall be considered a
modification of the Planned Unit Development and shall only be approved by the City Commission
through a Conditional Use Permit process, upon adequate demonstration of need.
4. Per Chapter 3, Section E of the Design Objectives Plan, the building shall be broken into modules, to
appear to have a more human scale. In order to reduce the scale of the building it shall be broken into a
minimum of 4 modules each offset a minimum of 40 feet from the primary module (the building
entrance) with the primary module restricted to a maximum of 75,000 square feet and each sub module
restricted to a maximum of 40,000 square feet in size or modulation could be achieved by deepening the
gable elements on all facades or the reconfiguration of gable projections and placement on the north
and east facades of the structures.
5. Detailed elevations with a working scale shall be provided with the Final PUD Plan. The elevations
shall call out all materials and colors.
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 24
6. A color palette and materials sample board shall be submitted with the Final PUD Plan.
7. The pedestrian corridors within the Lowe’s parking lot shall be modified to provide sidewalks on two
sides with an island of landscaping in between at least 10 feet in width with a cross connection through
the landscaped island.
8. All crossings within the Planned Unit Development shall be constructed with scored and pigmented
concrete. The crossings shall be noted as such on the Final PUD Plan and details for the pattern shall
be provided in the final development guidelines.
9. All benches, picnic tables and other amenities shall be identified on the Final PUD Plan. Details for the
structures shall be illustrated in the final development guidelines.
10. Elevations and construction details shall be provided for the gazebo and the display area with the Final
PUD Plan.
11. The metal siding and roof shall be a non-reflective color and finish.
12. Additional details for the storage area enclosure shall be provided with the Final PUD Plan. The fence
shall be constructed of an aesthetically pleasing material and no chain link will be permitted. The
location of the fence/enclosure shall be identified consistently throughout the Final PUD Plan.
13. The storm water ponds shall be designed as open, landscaped features that are lined with native grasses
and indigenous plants.
14. The applicant shall agree to an economic impact study, paid for by the applicant and completed by a
consultant upon which both the applicant and the City have agreed, including mitigation strategies for
any negative impacts of this development. Unless otherwise provided, such information shall include an
economic impact study, prepared by qualified professional(s) that contains, at a minimum:
i) a report on growth and the rate of growth anticipated for the City and region, both without the
project and with the project as proposed;
j) a report which quantifies the impacts such growth, including growth accelerated or attracted by the
proposal, will have in the area;
k) a report on the associated costs and benefits of such growth, and the ability of the City to
accommodate such growth;
l) a report on the additional costs of public services and facilities caused directly or indirectly by the
project, and the impacts on the ability of the City to provide municipal or governmental services;
m) a report on the provision of needed and balanced housing accessible to existing or planned
development, both without the project and with the project as proposed;
n) a report on plans and strategies for adapting the building for re-use in the event of closure, including
a closure plan describing how the property will be disposed of, re-used, demolished, made available
for other uses, or otherwise reclaimed;
o) a report on the impacts of the project’s approval on the job market in Bozeman and Gallatin
County, including a comparison of wages and benefits of existing businesses, and an analysis of the
effects of the project’s approval on wages and benefits of existing businesses; and
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 25
p) a report demonstrating applicant’s plan to reduce or eliminate adverse impacts identified in the
analysis, including but not limited to any burden on the ability of the City to provide municipal or
governmental services.
The applicant shall provide a report of the impacts of their project and proposed actions to be taken to
mitigate any adverse impacts. In lieu of such a report the applicant may: at the time of opening,
contribute $100,000 to the City’s affordable housing account. In addition, the applicant shall establish
an escrow account in the name of the City of Bozeman, and shall contribute $200,000 a year for two
years (for a total of $400,000) to be used for mitigation of potential socio-economic impacts. If the
mitigation costs less than $400,000, the balance in the escrow account shall be returned to the applicant.
15. A detailed Renewal Plan which addresses all of the criteria outlined in Section 18.40.180.D shall be
submitted to the Planning Office for review and approval by the City Commission prior to final site
plan approval and issuance of a building permit. Upon review of the renewal plan the City Commission
shall direct staff to draft a formal agreement that obligates the owner to redevelop the property per the
renewal plan and the provisions of the ordinance. The agreement shall offer recourse to the City of
Bozeman if the redevelopment is not completed as outlined in the approved renewal plan.
16. Baxter Lane shall be improved from the eastern boundary of this subdivision to 19th Avenue in its
entirety with Phase I. The road shall be improved to a three lane collector standard as shown in the
Greater Bozeman Area Transportation Plan 2001 update.
17. Tschache Lane shall be extended to the eastern boundary of the subdivision. The section shall match
the section currently constructed. This may be completed in two phases as proposed.
18. This property is included in a payback district for additional design work related to the signal at 19th and
Baxter. The applicant shall make the required payback prior to final site plan approval.
19. This property is included in a payback district for Baxter Lane Sewer Main Extension. The applicant
shall make the required payback prior to final site plan approval.
20. The traffic impact analysis submitted for the project shall be approved by City Engineering and the
Montana Department of Transportation. All of the improvements recommended in the TIA shall be
installed as part of the required infrastructure for each phase. This shall include an update to the TIA
subsequent to the opening of Lowe’s, but prior to construction of phase II.
CONCLUSION/RECOMMENDATION
The DRC and DRB have reviewed the modification to a previously approved Conditional Use Permit
application for a Planned Unit Development to amend the established unified development plan to include
an additional relaxation to allow a relaxation from Section 18.40.180.B Limitations on Size of Retail Stores
to allow the Lowe’s store to exceed the 75,000 square foot maximum floor area for a retail building, and as a
result recommend to the City Commission conditional approval of said application with the conditions and
code provisions outlined above. Planning Staff has identified various code provisions which are currently
not met by this application. Some or all of these items are listed in the findings of this staff report. The
applicant must comply with all provisions of the Bozeman Unified Development Ordinance, which are
applicable to this project prior to receiving Final Site Plan approval. The applicant is advised that unmet
code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any
#Z-05128 Lowe’s CUP/PUD Mod Staff Report 26
way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or state
law.
Attachments: Exhibit A –Submittal Materials
Design Review Board Minutes 7.7.05
Report Sent To: Philip Saccoccia, Jr. (email)
Susan Swimley (email)
Lowe’s HIW, Attn: Jack Mandel, 1530 Faraday Avenue, Suite 140, Carlsbad, CA
92008
Morrison-Maierle, Inc., 306 West Railroad Street, Suite 105, Missoula, MT 59808
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