HomeMy WebLinkAbout12-17-07_Pertzborn Residence Certificate of Appropriat22222_28Commission Memorandum
Memorandum created on December 12th 2007
REPORT TO: Honorable Mayor & City Commission
FROM: Allyson C. Bristor, Associate Planner
SUBJECT: Pertzborn Residence COA/DEV #Z-07248
MEETING DATE: Monday, December 17th 2007
RECOMMENDATION: Based on the evaluation of the criteria and findings, Staff is making the following
recommendation to the City Commission:
§ DENIAL of deviation request to allow the accessory structure’s +600-square foot building footprint
to encroach within the 20-foot rear yard setback (Sections 18.16.050 & 18.38.050).
§ DENIAL of deviation request to allow the accessory structure to encroach within the 20-foot rear
yard setback (Sections 18.16.050 & 18.38.050).
§ DENIAL of deviation request to allow the concrete parking area to be located within the required 5-
foot side yard setback (Section 18.46.020).
§ SUPPORT of deviation request to allow the accessory structure 2nd floor side walls to exceed 5 feet
(Section 18.38.050).
§ CONDITIONAL APPROVAL of demolition of existing structures and new construction of single-
household residence and accessory structure.
BACKGROUND: Rob and Lisa Pertzborn, represented by Intrinsik Architecture, submitted a Certificate of
Appropriateness application requesting the following exterior alterations to the property located at 433 North
Black Avenue: 1) the demolition of the existing house, which is listed as a “neutral” structure on the City of
Bozeman’s Montana Historical & Architectural Inventory, 2) the demolition of the existing detached shed, 3)
new construction of a two-story, single-household residence, 4) new construction of a detached, two-car
garage with a studio space on the 2nd floor, and 5) related site improvements.
Deviations from the Unified Development Ordinance (UDO) are requested with this application. The first is
from Section 18.16.050, “Yards,” to allow the new detached garage to encroach into the required 20-
foot rear yard setback. The second and third are from Section 18.38.050, “Accessory Buildings, Uses
and Equipment,” to allow an accessory structure greater than 600 square feet to be located in the
required rear yard and to allow dormer side walls on the 2nd floor of the accessory structure to
exceed 5 feet in height. The fourth is from Section 18.46.020, Stall, Aisle and Driveway Design,” to
allow a required parking space to be located within the required 5-foot side yard setback.
Staff had to cite two sections of the UDO (Sections 18.16.050 and 18.38.050) for the applicant’s
request to allow the accessory structure’s greater than 600-square foot building footprint to encroach
within the 20-foot rear yard setback. There are two sections of the code that address the same issue
of rear yard encroachment. Staff is arguing that this one issue should be looked at as one deviation
request, rather than two. Therefore, the applicant is not exceeding the allotted amount of two
deviations for accessory structures (per Section 18.38.050.G.3).
493
Commission Memorandum
Memorandum created on December 12th 2007
The existing house at 433 North Black Avenue was formally listed as “contributing” on the Montana
Historical & Architectural Inventory for the City of Bozeman. The Historic Preservation Officer is
responsible to review the Inventory form prior to the review of the demolition proposal and, if necessary,
update to reflect current conditions on the site. ADR Staff visited the site and determined that the house is in
poor structural condition because of inadequate maintenance over the past years (not necessarily from the
current owner) and a failing foundation. The house’s historic integrity and its “contributing” status are
weakened because of the failing structural elements in combination with the addition of non-original materials
(metal roof, enclosed front entry, rear addition, etc.). Because of the outlined physical conditions, Staff felt
comfortable preliminarily updating the Inventory to list the building as “neutral.”
As stated in Section 18.28.080 of the UDO, “Demolition or Movement of Structures or Sites within
the Conservation District,” the final approval authority for the demolition of neutral structures shall
rest with the City Commission when proposed in conjunction with a deviation request. Therefore,
the Commission will take action on the proposed structure’s proposed demolition.
The Development Review Committee (DRC) conducted their informal review of the project proposal on
November 28th 2007. At that time, the Building, Fire and Engineering Departments, and the City Forester,
forwarded Planning Staff their recommended conditions of approval.
UNRESOLVED ISSUES: Planning Staff is expecting the applicant to challenge the recommended
conditions of approval. Please reference Staff’s thorough discussion on the proposal beginning on
Page 5 of the Staff Report to better understand the recommendations.
FISCAL EFFECTS: The development, if carried forward, will require site improvements to meet City
standards that will be the responsibility of the applicant.
ALTERNATIVES: As suggested by the City Commission.
CONTACT: Please email Allyson Bristor at abristor@bozeman.net if you have any questions prior to the
public meeting.
APPROVED BY: Andrew Epple, Planning Director
Chris Kukulski, City Manager
494
CITY COMMISSION STAFF REPORT
PERTZBORN RESIDENCE COA #Z-07248
Pertzborn Residence COA Staff Report (#Z-07248) 1
Item: Zoning Application #Z-07248, a Certificate of Appropriateness
Application requesting the following alterations to the property located
at 433 North Black Avenue: 1) the demolition of the existing house,
which was recently updated as a “neutral” structure on the City of
Bozeman’s Montana Historical & Architectural Inventory, 2) the
demolition of the existing detached shed, 3) new construction of a two-
story, single-household residence, 4) new construction of a detached,
two-car garage with a studio space on the 2nd floor, and 5) related site
improvements. Said property is zoned as “R-3” (Residential Medium
Density District) and is located within the Neighborhood
Conservation Overlay District.
Owner: Rob & Lisa Pertzborn
518 North Tracy Avenue
Bozeman, MT 59715
Representative: Intrinsik Architecture, Inc.
111 North Tracy Avenue
Bozeman, MT 59715
Date: City Commission Public Hearing: Monday, December 17th 2007,
6:00 pm, in the Community Room, Gallatin County Courthouse, 311
West Main Street, Bozeman, MT 59715
Report By: Allyson C. Bristor, AICP
Associate Planner & Historic Preservation Officer
Staff Recommendation:
§ DENIAL of deviation request to allow the accessory structure’s
+600-square foot building footprint to encroach within the 20-
foot rear yard setback (Sections 18.16.050 & 18.38.050).
§ SUPPORT of deviation request to allow the accessory structure
2nd floor side walls to exceed 5 feet (Section 18.38.050).
§ DENIAL of deviation request to allow the concrete parking
area to be located within the required 5-foot side yard setback
(Section 18.46.020).
§ CONDITIONAL APPROVAL of demolition of existing
structures and new construction of single-household residence
and accessory structure.
495
Pertzborn Residence COA Staff Report (#Z-07248) 2
LOCATION
The subject property is located at 433 North Black Avenue and is legally described as Lots 14 & 15, Block
E, Beall’s 2nd Addition, City of Bozeman, Gallatin County, Montana. The property is zoned as “R-3”
(Residential Medium Density District) and located within the Neighborhood Conservation Overlay District.
The property is visually prominent on North Black because of its close proximity to Beall Park’s open space.
When one faces west while standing on the Beall Park property, or the neighboring cross streets of East
Story and East Villard, the entire west side of North Black’s 400-block is prominently visible.
Please refer to the following aerial picture, which shows the subject property highlighted in yellow.
PROPOSAL
Rob and Lisa Pertzborn, represented by Intrinsik Architecture, submitted a Certificate of Appropriateness
application requesting the following exterior alterations to the property located at 433 North Black Avenue:
1) the demolition of the existing house, which is listed as a “neutral” structure on the City of Bozeman’s
Montana Historical & Architectural Inventory, 2) the demolition of the existing detached shed, 3) new
construction of a two-story, single-household residence, 4) new construction of a detached, two-car garage
with a studio space on the 2nd floor, and 5) related site improvements.
Deviations from the Unified Development Ordinance (UDO) are requested with this application. The first
is from Section 18.16.050, “Yards,” to allow the new detached garage to encroach into the required
20-foot rear yard setback. The second and third are from Section 18.38.050, “Accessory Buildings,
496
Pertzborn Residence COA Staff Report (#Z-07248) 3
Uses and Equipment,” to allow an accessory structure greater than 600 square feet to be located in
the required rear yard and to allow dormer side walls on the 2nd floor of the accessory structure to
exceed 5 feet in height. The fourth is from Section 18.46.020, Stall, Aisle and Driveway Design,” to
allow a required parking space to be located within the required 5-foot side yard setback.
Staff had to cite two sections of the UDO (Sections 18.16.050 and 18.38.050) for the applicant’s
request to allow the accessory structure’s greater than 600-square foot building footprint to
encroach within the 20-foot rear yard setback. There are two sections of the code that address the
same issue of rear yard encroachment. Staff is arguing that this one issue should be looked at as
one deviation request, rather than two. Therefore, the applicant is not exceeding the allotted
amount of two deviations for accessory structures (per Section 18.38.050.G.3).
The existing house at 433 North Black Avenue was formally listed as “contributing” on the Montana
Historical & Architectural Inventory for the City of Bozeman. The Historic Preservation Officer is
responsible to review the Inventory form prior to the review of the demolition proposal and, if necessary,
update to reflect current conditions on the site. ADR Staff visited the site and determined that the house is
in poor structural condition because of inadequate maintenance over the past years (not necessarily from the
current owner) and a failing foundation. The house’s historic integrity and its “contributing” status are
weakened because of the failing structural elements in combination with the addition of non-original
materials (metal roof, enclosed front entry, rear addition, etc.). Because of the outlined physical conditions,
Staff felt comfortable preliminarily updating the Inventory to list the building as “neutral.”
As stated in Section 18.28.080 of the UDO, “Demolition or Movement of Structures or Sites within
the Conservation District,” the final approval authority for the demolition of neutral structures shall
rest with the City Commission when proposed in conjunction with a deviation request. Therefore,
the Commission will take action on the proposed structure’s proposed demolition.
The Development Review Committee (DRC) conducted their informal review of the project proposal on
November 28th 2007. At that time, the Building, Fire and Engineering Departments, and the City Forester,
forwarded Planning Staff their recommended conditions of approval.
ZONING DESIGNATION & LAND USES
The subject property is zoned “R-3” (Residential Medium Density District). As stated in the Bozeman
Unified Development Ordinance, the intent of the “R-3” residential district is to provide for the
development of one- to five-household residential structures new service facilities within the City. It should
provide for a variety of housing types to serve the varied needs of households of different size, age and
character, while reducing the adverse effect of nonresidential uses.
The following land uses and zoning are adjacent to the subject property:
North: Single-Family Residential, zoned “R-3”;
South: Multi-Family Residential, zoned “R-3”;
East: Single-Family Residential, zoned “R-3”;
West: Single-Family Residential and Multi-Family Residential (Reach, Inc), zoned “R-2,”
(Residential Two-Household, Medium Density District).
Please see the zoning map on the following page.
497
Pertzborn Residence COA Staff Report (#Z-07248) 4
GROWTH POLICY DESIGNATION
The development proposal is in conformance with the Bozeman 2020 Community Plan including the
“Residential” land use designation. This classification designates places where the primary activity is urban
density living quarters. Other uses that complement residences are also acceptable, such as parks, low
intensity home based occupations, fire stations, churches and schools. The dwelling unit density expected
within this category varies and a variety of housing types should be blended to achieve the desired density,
with large areas of single type housing discouraged. Additionally, all residential housing should be arranged
with consideration given to the existing character of adjacent development.
REVIEW CRITERIA & STAFF FINDINGS
ADR Staff reviewed the COA application against Section 18.28.050 of the UDO, and as a result offers the
following summary review comments.
Section 18.28.050 “Standards for Certificates of Appropriateness”
A. All work performed in completion of an approved Certificate of Appropriateness shall be in
conformance with the most recent edition of the Secretary of Interior’s Standards for the
Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring
and Reconstructing Historic Buildings (Published 1995), published by U.S. Department of
the Interior, National Park Service, Cultural Resource Stewardship and Partnerships,
Heritage Preservation Services, Washington, D.C. (available for review at the Department of
Planning).
The proposed demolition does not conform to the Secretary of Interior’s Standards for
Rehabilitation, which encourages the preservation and rehabilitation of the existing buildings on the
property. Rehabilitation work may be cost prohibitive in some regards, but Staff also recognizes
that the existing house is not too far altered or damaged where it is not an option to a homeowner.
498
Pertzborn Residence COA Staff Report (#Z-07248) 5
B. Architectural appearance design guidelines used to consider the appropriateness and
compatibility of proposed alterations with original design features of subject structures or
properties, and with neighboring structures and properties, shall focus upon the following:
The Bozeman Design Guidelines for Historic Preservation & the Neighborhood
Conservation Overlay District was heavily referenced by ADR Staff when writing the architectural
appearance comments. The applicant’s colored schematics of the proposal and Staff’s photographs
of the neighborhood are included amongst Staff’s comments, for the Commission’s better
understanding.
1. Height;
The house is proposed as a two-story building reaching 29 feet at the highest ridge line. As
conditioned, the applicant is required to submit a street elevation to show the proposed single-
household’s height in relation to its neighbors along North Black. The purpose of the street
elevation is to ensure the proposed construction falls within the established height range of the
surrounding block. The primary ridge line of the new construction should not exceed the typical
maximum for the block.
.
West side of N. Black viewed from Beall Park (subject property on right)
2. Proportions of doors and windows;
3. Relationship of building masses and spaces;
4. Roof shape;
5. Scale;
6. Directional expression;
7. Architectural details;
8. Concealment of non-period appurtenances, such as mechanical equipment;
9. Materials and color scheme.
C. Contemporary, nonperiod and innovative design of new structures and additions to existing
structures shall be encouraged when such new construction or additions do not destroy
significant historical, cultural or architectural structures, or their components, and when
499
Pertzborn Residence COA Staff Report (#Z-07248) 6
such design is compatible with the foregoing elements of the structure and the surrounding
structures.
The UDO encourages new construction and contemporary architecture provided primary emphasis
is given to the preservation of existing buildings, and further provided the design of such new space
enhances and contributes to the aesthetic character and function of the property and the
surrounding neighborhood. Staff notes that preservation is not the primary emphasis of this project
because of the proposed demolition. Therefore, Staff added several conditions of approval that
addressed design concerns of the new construction, some which included proposed contemporary
elements. ADR Staff finds the design of the new construction as compatible with the foregoing
elements of the surrounding neighborhood with said conditions.
D. When applying the standards of subsections A-C, the review authority shall be guided by the
Design Guidelines for the Neighborhood Conservation Overlay District which are hereby
incorporated by this reference. When reviewing a contemporary, non-period, or innovative
design of new structures, or addition to existing structure, the review authority shall be
guided by the Design Guidelines for the Neighborhood Conservation Overlay District to
determine whether the proposal is compatible with any existing or surrounding structures.
The Introduction, Chapters 2 and 3, and the Appendix of the Bozeman Design Guidelines for
Historic Preservation & the Neighborhood Conservation Overlay District all apply to this
project, as the property is deemed as “neutral ”on the Montana Historical & Architectural Inventory
for the City of Bozeman. Said sections were all considered during ADR Staff’s architectural review
and presented below for the Commission’s consideration and reference. Staff comments are
included in italics.
Chapter 2: Design Guidelines for All Properties
A. Topography
Policy: Site work should be planned to protect the assets of the existing topography.
Guidelines:
2. Design a building foundation to conform to the existing topography, rather than creating
extensive cut and fill.
3. Minimize the visual impacts of cut and fill on a site.
§ ADR Staff recognizes the site has a grade change and recommends the applicant step
the foundation of the new construction to follow site contours. Staff is also curious to
whether or not the proposed retaining wall parallel to the front sidewalk is required
for grading purposes? Or is it rather a design feature?
B. Street Patterns
Policy: Historic settlement patterns seen in street and alley plans often contribute to the
distinct character of the historic district and therefore should be preserved.
Guidelines:
1. Respect historic settlement patterns.
§ Staff agrees with the applicant’s underlying site layout, which includes proposing the
house close to the street and a detached accessory structure to the rear with garage
500
Pertzborn Residence COA Staff Report (#Z-07248) 7
access off the alley. However, accessory structures located to the rear of lots are
traditionally subordinate in scale and character to the primary structure. Staff sees
the proposed 986-square foot building footprint, two-story height and 11-foot setback
of the garage as terribly excessive for the existing alley character. Additionally, Staff
finds the proposed width of house’s front too excessive. Typically, a residential front
ranges from 14-30 feet width. This proposal, when including the width of the covered
porch area, is measuring at 36 feet in width. Several of the recommended conditions
of approval address these stated concerns.
C. Alleys
Guidelines:
2. The traditional scale and width of alleys should be continued.
§ Again, Staff is concerned with the detached garage’s affect on the alley’s character
because of its non-traditional size and scale.
D. Streetscape
Policy: Maintain the traditional character of the streetscape.
Guidelines:
2. Maintain the variety of sidewalk designs.
4. Continue the pattern of street trees in a block. Because street trees serve various
aesthetic and practical functions, they should be maintained.
§ Staff has concerns with the proposed retaining wall along the front sidewalk, as no
example exists on the block.
§ The City Forester requires a “Tree Protection Zone” around the proposed trees to
remain on the property and in the street boulevard, to ensure they are not damaged
by equipment during construction.
F. Building Form
Policy: A similarity of building forms also contributes to a sense of visual continuity. In
order to maintain this sense of visual continuity, a new building should have basic roof and
building forms that are similar to shoes seen traditionally.
Guidelines:
1. Use building forms that are similar to those seen traditionally on the block.
2. Exotic building and roof forms that would detract from the visual continuity of the
street are discouraged.
§ The proposed building form of the house in the front is not a rectangular solid with a
flat front façade. Parts of the first floor are recessed behind the second floor plane,
which is untypical in form. Staff is conditioning a flushed gable front for both first
and second floors.
§ The proposed shed roof form of the front covered porch is exotic because it is flush
with the first floor’s front wall and because the horizontal siding continues across its
side. It is also exaggerated in length. Staff is conditioning the form and design of the
covered porch to change to a more traditional style and placement.
501
Pertzborn Residence COA Staff Report (#Z-07248) 8
G. Solid-to-Void Ratio
Policy: The amount of façade that is devoted to wall surface, as compared to that developed
as openings, should be similar to that of historic buildings within the neighborhood.
Guidelines:
1. Use a ratio of solid-to-void (wall-to-window) that is similar to that found on historic
structures in the district.
§ ADR Staff discourages the use of slider and/or picture windows and is conditioning
the front elevation of the building to use window fixtures that have small panes of
glass (double- or single-hung windows, true divided lights or awnings and/or
casement windows that are grouped to give the appearance of smaller panes similar
to those seen traditionally.
§ ADR Staff encourages a smaller wall-to-window ratio on the front (east) elevation.
Or in other words, more windows that are similar in style and dimension. The
primary concern are the elevations prominently viewed from the street.
H. Materials
Policy: Building materials of new structures and additions to existing structures should
contribute to the visual continuity of the neighborhood.
Guidelines:
1. Use building materials that appear similar to those used traditionally in the area.
3. New materials that are similar in character to traditional materials may be acceptable with
appropriate detailing.
§ The proposed horizontal lap siding is appropriate for the historic district. However,
Staff is requiring the same lap width to be proposed for the house’s front elevation,
rather than a combination.
§ All proposed glazing should be non-reflective and translucent.
§ All proposed window fixtures should be surrounded with a trim detail.
§ The proposed architecturally finished concrete is slightly non-traditional. Staff has
concerns about its predominant use in the proposed retaining walls.
L. Site Lighting
Guidelines:
1. Lighting should be shielded to prevent any off-site glare.
§ All proposed light fixtures shall be shown on the final revised materials.
Chapter 3: Guidelines for Residential Character Areas
A. Hierarchy of Public and Private Space
Policy: The hierarchy of public and private space is a progression that begins at the street,
which is the most public space, proceeds through the front yard, which appears “semi-
private,” and ends at the front door, which is the “private” space. This sequence enhances
the pedestrian environment and contributes toe the character of the neighborhood.
Guidelines:
1. Provide a front yard similar in character to its neighbors when possible.
2. Provide a walkway from the street to the building.
502
Pertzborn Residence COA Staff Report (#Z-07248) 9
§ The new construction appears to provide a front yard similar to its neighbors.
§ A front sidewalk is appropriately proposed from the public sidewalk to the porch.
B. Building Mass and Scale
Policy: The mass and scale of a building is also an important design issue in a residential
character area. The traditional scale of single household houses dominates the
neighborhood, and this similarity of scale also enhances the pedestrian-friendly character of
many streets. In many cases, earlier buildings were smaller than current tastes support;
nonetheless, a new building should, to the greatest extent possible, maintain this established
scale.
Guidelines:
1. Construct a new building to be similar in mass and scale to those single household
residences seen traditionally.
2. On larger structures, step down a building’s height toward the street, neighboring
structures and the rear of the lot.
3. On larger structures, subdivide larger masses into smaller “modules” that are similar in
size to single household residences seen traditionally.
4. The front wall of a new structure should not exceed two stories in height.
§ The second floor should not overhang the first floor on the predominant front elevation.
C. Roof Form
Policy: In most neighborhoods, a similarity of roof form also contributes to a sense of
visual continuity. In order to maintain this sense of visual continuity, a new building should
have basic roof form that is similar to those seen traditionally.
Guideline:
1. Use roof forms that are similar to those seen traditionally on the block.
§ The primary ridge line of the house should not exceed the typical maximum height for
the block.
E. Conformance with other applicable development standards of this title.
The required criteria for the City Commission granting demolition is examined in the following
section.
503
Pertzborn Residence COA Staff Report (#Z-07248) 10
504
Pertzborn Residence COA Staff Report (#Z-07248) 11
Section 18.28.070 “Deviations from Underlying Zoning Requirements”
Section 18.28.070 specifies the required criteria for granting deviations from the underlying zoning
requirements. In the discussion below, ADR Staff evaluated the applicant's request in light of these criteria.
A. Modifications shall be historically appropriate for the building and site in question, and the
adjacent properties, as determined by the standards in § 18.28.050 of this chapter, than
would be achieved under a literal enforcement of this title;
Staff supports the applicant’s deviation request for the second floor addition because it falls within
the existing house’s footprint. Also, the design is found as historically appropriate, as described in
the previous section.
It is the determination of the Historic Preservation Office and ADR Staff that, with conditions of
approval, the project generally meets Criteria A of Section 18.28.070 “Deviations from Underlying
Zoning Requirements,” of the Bozeman Unified Development Ordinance.
B. Modifications will have minimal adverse effect on abutting properties or the permitted uses
thereof;
Staff finds the second floor addition as having minimal effect on the adjoining neighbor to the
south, because the linear length of the second floor wall is only 16 feet.
It is the determination of the Historic Preservation Office and ADR Staff that, with conditions of
approval, the project generally meets Criteria B of Section 18.28.070 “Deviations from Underlying
Zoning Requirements,” of the Bozeman Unified Development Ordinance.
C. Modifications shall assure the protection of the public health, safety and general welfare.
505
Pertzborn Residence COA Staff Report (#Z-07248) 12
An easement with the adjoining neighbor to the south is already established for the existing house’s
porch on the south elevation.
It is the determination of the Historic Preservation Office and ADR Staff that, with conditions of
approval, the project generally meets Criteria C of Section 18.28.070 “Deviations from Underlying
Zoning Requirements,” of the Bozeman Unified Development Ordinance.
Section 18.28.080.B “The demolition or movement of Conservation District principal and accessory
structures or sites, which are designated as intrusive or neutral elements by the Montanan
Historical and Architectural Inventory…the final approval authority for the demolition or
movement of structures or sites described within this section shall rest with the City Commission
when proposed in conjunction with a deviation…
The existing house at 433 North Black Avenue was formally listed as “contributing” on the Montana
Historical & Architectural Inventory for the City of Bozeman. The Historic Preservation Officer is
responsible to review the Inventory form prior to the review of the demolition proposal and, if necessary,
update to reflect current conditions on the site. ADR Staff visited the site and determined that the house is
in poor structural condition because of inadequate maintenance over the past years (not necessarily from the
current owner) and a failing foundation. The house’s historic integrity and its “contributing” status are
weakened because of the failing structural elements and the addition of non-original materials (metal roof,
enclosed front entry, rear addition, etc.). Because of the outlined physical conditions, Staff felt comfortable
preliminarily updating the Inventory to list the building as “neutral.”
As stated in Section 18.28.080 of the UDO, “Demolition or Movement of Structures or Sites within
the Conservation District,” the final approval authority for the demolition of neutral structures shall
rest with the City Commission when proposed in conjunction with a deviation request. Therefore,
the Commission will take action on the proposed structure’s proposed demolition.
Planning Staff is excited to see redevelopment occur to the 400-block of North Black. The houses have
been subject to several inappropriate changes over the years, which have weakened the historic integrity of
the entire block. Though preservation of the existing structure would be the ideal solution for the site,
Planning Staff supports the applicant’s request for demolition for new construction. Staff is also comforted
by the fact several of the conditions of approval require the applicant to historically document the existing
structures on the 433 North Black Avenue property prior to issuance of a demolition permit. This will
ensure the history of the house remains documented for future reference.
PUBLIC COMMENT
The Department of Planning did not receive public comment in regards to this project.
RECOMMENDATION
Planning and Administrative Design Review (ADR) Staff reviewed the Certificate of Appropriateness
application with deviations, against the applicable criteria set forth in the Bozeman Unified Development
Ordinance. Based on the evaluation of the criteria and findings, Staff is making the following
recommendation to the City Commission:
506
Pertzborn Residence COA Staff Report (#Z-07248) 13
§ DENIAL of deviation request to allow the accessory structure’s +600-square foot building
footprint to encroach within the 20-foot rear yard setback (Sections 18.16.050 & 18.38.050).
§ DENIAL of deviation request to allow the accessory structure to encroach within the 20-foot rear
yard setback (Sections 18.16.050 & 18.38.050).
§ DENIAL of deviation request to allow the concrete parking area to be located within the required
5-foot side yard setback (Section 18.46.020).
§ SUPPORT of deviation request to allow the accessory structure 2nd floor side walls to exceed 5
feet (Section 18.38.050).
§ CONDITIONAL APPROVAL of demolition of existing structures and new construction of
single-household residence and accessory structure.
The recommended conditions of approval relevant to the demolition of the existing structures on the
property and the proposed new construction of the residence and accessory structure:
Conditions of Approval
Planning
1. Prior to issuance of a demolition/ building permit, the applicant shall perform the following
documentation of the existing structures:
a. Exterior and interior BW photographs (minimum size of 4”x6”) of all existing
structures, presented in both print and digital formats (on a CD-R).
b. Scaled elevations of all existing structures.
c. Final update to the Historical & Architectural Inventory file for 433 North Black
Avenue. The architecture description and condition will be updated, as well as the
additional historic research. The Historic Preservation Officer will direct the
applicant to the appropriate paperwork for the update.
Prior to release of the Certificate of Appropriateness, the applicant shall submit the
documentation materials to the Department of Planning for final review and approval by
Administrative Design Review Staff.
2. Prior to issuance of a demolition/building permit, the applicant shall salvage individual
building materials of the existing house and detached shed. The applicant may choose to
salvage materials at his personal expense (personal storage, etc), or he may offer them for
trade and/or sale to the public (newspaper ad, etc.). Prior to release of the Certificate of
Appropriateness, the applicant shall submit documented proof to the Department of
Planning of the selected salvage method, for final review and approval by Administrative
Design Review Staff.
2. The applicant shall submit additional information to the Department of Planning that
addresses the following issues, for final review and approval by Administrative Design
Review Staff:
a. A scaled street elevation that shows the height and massing of the houses on North
Black’s west side (400-block) between East Villard and East Story.
b. A scaled elevation (either north or south) that shows both the principal single-
household and accessory structure.
c. Scaled section(s) of the house’s loft/storage area. Please clarify how that space will
507
Pertzborn Residence COA Staff Report (#Z-07248) 14
be accessed from the second floor.
d. Scaled section(s) showing the proposed sidewall heights of the garage’s second floor.
3. The applicant shall submit to the Department of Planning revised materials that reflect the
following changes, for final review and approval by Administrative Design Review Staff:
a. On the Sheets A1.1 – A1.3, an identified “Tree Protection Zone” around the existing
trees proposed to remain on the property and in the street boulevard shall be added,
with a notation that states: “Trees will not be damaged by equipment during
construction.”
b. A notation that states: “Foundation of the new construction will follow existing site
contours.”
c. Staff is also curious to whether or not the proposed retaining wall parallel to the
front sidewalk is required for grading purposes? Or is it rather a design feature?
d. The height of the 2nd floor gable dormers on the garage shall be below the primary
gable ridgeline.
e. The removal of all slider windows, and replacement with double-hung windows, or
awnings and/or casement windows that are grouped to give the appearance of
smaller panes similar to those seen traditionally.
f. A smaller wall-to-window ratio on the front (east) elevation. Or in other words,
more windows should be added on the front elevation.
g. A notation that states “all proposed glazing should be non-reflective and
translucent.”
h. A notation that states “all proposed window fixtures should be surrounded with a
trim detail.”
i. The removal of the proposed vertical board-and-batten siding, and replacement with
a different façade treatment more traditional in style for the surrounding historic
neighborhood.
j. The replacement of the proposed front door with a more traditional design. ADR
Staff recommends two sidelights, or no sidelights and rather a glazed transom.
k. The addition of a front walkway from the street to the new construction.
l. Additional design details to make the front porch more prominent in the house
design. Larger columns may help to establish a stronger base, as well as increasing
the depth of the front porch by increasing the front yard setback of the house
footprint. A larger railing around the porch might also help create a better presence
along the streetscape.
m. A reduction in height of the gross gable on the north elevation, so that it is lower in
height than the primary gable ridge.
n. The removal of the proposed gable porch on the front elevation, and replacement
with a more traditional window in the gable end OR If the applicant wishes to
maintain the porch on the front elevation, the amount of glazing/windows should
substantially decrease.
4. Prior to issuance of any type of a demolition/building permit, the applicant shall submit a
color palette for the building to the Department of Planning, which includes actual material
samples and color chips. The materials/color palette shall be presented on a board no larger
than 24” x36” and contain all the primary materials to be utilized on the building including
window/storefront frames and doors (entry, garage, and service). All final building
elevations shall be keyed to the color palette to delineate where each individual building
508
Pertzborn Residence COA Staff Report (#Z-07248) 15
material and color is specified. The materials/color palette shall be subject to final design
review and approval by Administrative Design Review Staff.
Engineering
Any existing city sidewalk panels along N. Black that are damaged shall be replaced.
The applicant must comply with all provisions of the Bozeman Municipal Code, which are applicable to this
project prior to receiving final approval, including the following:
Code Provisions
Planning
§ Per Section 18.02.080 & 18.64.110, the proposed project shall be completed as approved and
conditioned in the Certificate of Appropriateness application. Any modifications to the submitted
and approved application materials shall invalidate the project's legitimacy, unless the applicant
submits the proposed modifications for review and approval by the Department of Planning prior to
undertaking said modifications. The only exception to this law is repair.
§ Per Section 18.64.100.F, the applicant shall obtain a building permit within one year of Certificate
of Appropriateness approval, or said approval shall become null and void. Please call the Building
Department at 406-582-2375 for more information on the building permit process.
Engineering
§ The final revised materials shall be adequately dimensioned. A complete legend of all line
types used shall also be provided.
§ Sewer and water services shall be shown on the final revised materials and approved by the
Water/Sewer Superintendent.
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.
CONCLUSION
In the opinion of the Historic Preservation Officer, the proposed demolition of 608 South Grand Avenue
does destroy a contributing architectural structure in the Bon Ton Historic District. ADR Staff does believe
the structure is a threat to public health and safety because of the great extent of damage caused to the
structure by the interior and exterior deconstruction. The supplied cost comparison leads Staff to determine
that the required repairs and alterations are not reasonable in nature.
Considering the appropriate design of the new construction, with the recommended conditions of approval,
Staff is providing support of the demolition of 608 South Grand Avenue.
509
Pertzborn Residence COA Staff Report (#Z-07248) 16
Attachments: Montana Historical & Architectural Inventory File – 433 North Black Avenue
Applicant’s Submittal Materials – including structural analysis, cost comparison
Report Sent To: Rob & Lisa Pertzborn, 518 North Tracy Avenue, Bozeman, MT 59715
Intrinsik Architecture, 111 North Tracy Avenue, Bozeman, MT 59715
510
Pertzborn Residence COA Staff Report (#Z-07248) 17
511
Pertzborn Residence
433 North Black Avenue
Bozeman, Montana
COA Sketch Plan Application
With Deviations
7 November 2007
512
513
514
Page 3
(Certificate of Appropriateness Checklist 1 – Prepared 11/24/03; revised on 9/8/04)
CERTIFICATE OF APPROPRIATNESS CHECKLIST 1
If a project is located in the Neighborhood Conservation Overlay District or the Entryway Corridor Overlay District, and
qualifies for review as a Sketch Plan; Reuse, Change of Use or Further Development of a Site Developed Before 9-3-91; or
Amendment/Modification of a Plan Approved On or After 9-3-91, this checklist shall be used. See Section 18.34.050 (Sketch
Plan Review), Section 18.34.150 (Amendments to Sketch and Site Plans) or Section 18.34.170 (Reuse, Change in Use or
Further Development of Sites Developed Prior to the Adoption of the Ordinance Codified in This Title), BMC. These
checklists shall be completed and returned as part of the submittal. Any item checked “No” or “N/A” (not applicable) must
be explained in a narrative attached to the checklist. Incomplete submittals will be returned to the applicant.
A. Neighborhood Conservation Overlay District. If a proposed development is located in the Neighborhood
Conservation Overlay District, information shall be provided to the appropriate review authority to review prior to
granting or denying a certificate of appropriateness. The extent of documentation to be submitted on any project shall
be dictated by the scope of the planned alteration and the information reasonably necessary for the appropriate review
authority to make its determination. At a minimum, the following items shall be included in the submission:
Neighborhood Conservation Overlay District Information Yes No N/A
1. One current picture of each elevation of each structure planned to be altered and such
additional pictures of the specific elements of the structure or property to be altered that will
clearly express the nature and extent of change planned. Except when otherwise
recommended, no more than eight pictures should be submitted and all pictures shall be
mounted on letter-size sheets and clearly annotated with the property address, elevation
direction (N, S, E, W) and relevant information
2. Sketch plan, with north at the top of the page, including site boundaries, accurate lot and
building area dimensions, street and alley frontages with names, and location of all structures
with distances to the nearest foot between buildings and from buildings to property lines
3. Historical information, including available data such as pictures, plans, authenticated verbal
records and similar research documentation that may be relevant to the planned alteration
4. Materials and color schemes to be used
5. Plans, sketches, pictures, specifications and other data that will clearly express the applicant’s
proposed alterations
6. A schedule of planned actions that will lead to the completed alterations
7. Such other information as may be suggested by the Planning Department
8. Description of any applicant-requested deviation(s) and a narrative explanation as to how the
requested deviation(s) will encourage restoration and rehabilitation activity that will contribute
to the overall historic character of the community
B. Entryway Corridor Overlay District. If a proposed development is located in the Entryway Corridor Overlay District,
information shall be provided to the appropriate review authority to review prior to granting or denying a certificate
of appropriateness. The extent of documentation to be submitted on any project shall be dictated by the scope of the
planned alteration and the information reasonably necessary for the appropriate review authority to make its
determination. At a minimum, the following items shall be included in the submission:
Entryway Corridor Overlay District Information Yes No N/A
1. Sketch plan, with north at the top of the page, including site boundaries, accurate lot and
building area dimensions, street and alley frontages with names, and location of all structures
with distances to the nearest foot between buildings and from buildings to property lines
2. Plans, sketches, pictures, specifications and other data that will clearly express the applicant’s
proposed alterations
3. Such other information as may be suggested by the Planning Department
4. If the proposal includes an application for a deviation as outlined in Section 18.66.050
(Deviations), BMC, the application for deviation shall be accompanied by written and graphic
material sufficient to illustrate the conditions that the modified standards will produce, so as
to enable the City Commission to make the determination that the deviation will produce an
environment, landscape quality and character superior to that produced by the existing
standards, and will be consistent with the intent and purpose of Chapter 18.30 (Entryway
Corridor Overlay District), BMC.
515
516
Jeffery J. Ieronimo &
Deborah K. Titus
429 N Black Ave
Bozeman MT 59715
Terrance & Molly Hollingsworth
440 N Tracy Ave
Bozeman MT 59715
Ronald Oxnam
PO Box 4035
Bozeman MT 59772-4035
Greg Allen Smith
423 N Black Ave
Bozeman MT 59715
Reach, Inc.
322 Gallatin Park Drive
Bozeman MT 59715
David Morris, Jr. & Collette Jadis
502 N Tracy Ave
Bozeman MT 59715
Will King
419 N Black Ave
Bozeman MT 59715
Allen Brandt
430 N Tracy Ave
Bozeman MT 59715
Sally A. Hannon Trust
506 N. Tracy Ave
Bozeman MT 59715
NEECO, INC.
PO Box 3281
Bozeman MT 59772-3281
Kathryn Noble
PO Box 922
Summerland CA 93067-0922
Paul L. Katz
c/o Management Associates
682 Ferguson Ave STE 6
Bozeman MT 59718-6491
Mark & Sarah Deopsomer
31845 Frontage Road
Bozeman MT 59715-8640
Ishmael C. Messer & Karla J. Barrell
422 N Tracy Ave
Bozeman MT 59715
Charles & Ann Marie Dye &
VMH Investments LP
504 North Black Ave
Bozeman MT 59715
William Hawkins Hunter
510 N Black Ave
Bozeman MT 59715
Mike Best & Jennifer Rountree
514 N Black Ave
Bozeman MT 59715
Douglas R. & Martha S. Drysdale
1408 S Black Ave
Bozeman MT 59715
City of Bozeman
P.O. Box 1230
Bozeman MT 59771-1230
Christopher D. & Carolyn White
95 Little Wolf Road
Bozeman MT 59715
Rob & Lisa Pertzborn
518 N Tracy Ave
Bozeman MT 59715
Timothy & Christine Visscher
416 North Tracy Ave
Bozeman MT 59715
Richardson Family Trust
414 North Tracy Ave
Bozeman MT 59715
Jeremy Mistretta
439 North Black Ave
Bozeman MT 59715
517
November 2007
Pertzborn Residence
433 North Black Avenue
Bozeman, Montana
COA Sketch Plan Review Application with Deviations
Narrative
This Sketch Plan/Certificate of Appropriateness Application for 433 North Black
Avenue includes the construction of a new single household residence and detached
garage following the demolition of two existing dilapidated structures. The subject
property is 8,439 SF in area (approximately 60 feet wide by 140 feet deep) and is
zoned R-2 (Residential Two-Household Medium Density District). A 15-foot wide alley
is located behind the property between North Black Avenue and North Tracy Avenue.
In our neighborhood inventory, we noted that there is a mix of residential densities,
building sizes and architectural styles present and evident from the streetscape. We
also noted that the majority of uses are single household residential, that most of the
houses along North Black Avenue are built closer to northern property lines with
larger side yard setbacks along southern property lines, and that significant rear yard
encroachments are common along the alley. Please refer to the attached site plan
and photographs of the neighborhood for additional reference.
The project is designed to address the street, take advantage of the existing mature
hedges, capture views of Beall Park to the southeast and Baldy Mountain to the
northeast and provide active living spaces for a growing family while being a positive
addition to the Beall Park neighborhood.
The proposed single household residence has a footprint of approximately 1124 SF
with a full basement, first and second floor. This smaller footprint was designed to
better fit into the neighborhood by allowing larger side yard setbacks and a useable
back yard. In terms of height, the tallest gable (with a 9:12 roof pitch) is 30 feet,
which is six feet lower than the maximum height allowed in the R-2 District. To
address the scale of the neighboring structures, the roof form is designed to step
down to 25’ feet at the north and south gables. Photovoltaic panels are planned for
the existing advantageous solar window on site. Usable outdoor spaces include a
large front porch, a rear covered patio, second floor balconies and rear yard/garden
area between the structures.
The proposed garage has a footprint of 986 SF and is designed to allow two
functional interior parking spaces (individual garage doors), a shop/storage area on
the main floor and an interior stair to second floor studio. A 581 SF studio/guest
space is located on the second level and integrated into the roof plane. This space is
not proposed as an accessory dwelling unit. The height of the garage is 21’-10”. The
garage is designed to have a back yard porch and be seen as pleasing from all sides.
518
The location of the new house near the streetscape and the accessory structure near
the alley allows for a useable courtyard-style backyard that is common for deep lots
with alley access. The overall lot coverage is 31 percent which is less than the 40
percent allowed. The rear lot coverage is 19.7 percent (20 percent allowed).
Setbacks are maintained or exceeded except for the west elevation of the detached
garage and a small portion of a parking pad as noted below. Required back up
dimensions are provided in all cases.
The following two deviations are being requested with this application. These
deviations are more historically appropriate for the site and the neighborhood, will
have minimal adverse effects of adjoining properties, will significant improve existing
conditions and will not affect public health, safety and general welfare. The two
deviations we have identified are as follows:
1. Section 18.16.050.A.2 requires a rear yard setback of 20 feet. A small portion
of the proposed garage is shown 9 feet from the rear property line which helps
to break up the scale and massing of the structure from the alley while the
majority of the garage footprint is shown setback 11 feet to meet the back-up
maneuverability requirement of 26 feet (15-foot alley + 11-foot setback = 26
feet). As shown on the attached site plan and photographs and as noted on
the Sanborn Maps, the existing shed sits approximately 1-foot, 2-inches off
the alley and the majority of the other accessory structures along this alley
also encroach significantly into standard rear yard setbacks. The requested
deviation is more appropriate to the existing neighborhood pattern, will have
less of an effect on the neighboring properties, and will help maintain a more
useable rear yard. Note that Section 18.38.050 allows detached accessory
structures to be located 11 feet from a rear property line that is adjacent to a
15-foot alley; however, this allowable encroachment is not applicable in this
case because the proposed garage footprint is larger than 600 SF which then
triggers the requested deviation. Again, the proposed footprint size is allowed,
but only with a 20’ setback. The bigger setback for allowed larger garages
could be argued as contrary to sensible lot layouts, as it would locate the
building closer to your adjacent neighbors and squeeze a rear yard in favor of
disproportionate alley spaces. Back-up space is important, and is met with
this project, but excessive width promotes speed in alleyways.
2. Section 18.16.050.3 requires a side yard setback of 5 feet. A portion (11 feet)
of the rear parking pad is proposed to encroach 2 feet into the required 5-foot
side yard setback (22 Sq Ft total). While parking is normally allowed to be
located in a required rear yard, the width of the alley (15 feet) requires a
useable parking space to be 31 feet deep instead of the usual 20 feet of
depth. The existing area where this is proposed is currently a gravel parking
area to the property line. This deviation will also allow the columns on the
east elevation of the garage porch to match up with the columns on the west
elevation of the residence to better relate the accessory structure to the main
residence. This alignment also allows for existing separation along the north
property line.
519
In terms of services, in the summer of 2003, during work on a neighboring structure,
it was discovered that the existing residence did not have its own dedicated sewer
line. Two new sewer service lines were installed at that time, one for the existing
house (deep enough for a basement) and one for the future garage. Water service for
the main residence exists from North Black Avenue and water service for the garage
will be connected to the main residence as allowed.
Although the subject property is listed as “contributing” in the Historic Inventory, the
dilapidated house and shed both have various structural issues (see photos)
including substandard (or lack of) foundations, bowing walls, and significant decay.
We have no additional historical information for the property, relevant to the planned
improvements. The color scheme will be based on white tones with accent trim
colors of French gray with brick red window cladding. The final colors will be chosen
when building materials are available during construction, and will be submitted to
the planning office for final review and approval.
For the project timing and construction schedule, if this application is approved, we
will apply for demolition and building permits this winter. Assuming approved
financing, construction is expected to begin in early Spring 2008. The project is
anticipated to have a December 2008 completion date.
_
520
Pertzborn Residence • 433 North Black Avenue
Subject
Property
N
Zoning Map
Aerial Photograph
BEALL PARK
521
Pertzborn Residence • 433 North Black Avenue
Survey
N
522
Pertzborn Residence • 433 North Black Avenue
Existing Residence to be Replaced - East Elevation - Front
North Elevation - Rear
523
Pertzborn Residence • 433 North Black Avenue
South Elevation - Side
North Elevation - Side
524
Pertzborn Residence • 433 North Black Avenue
Existing Shed to be Replaced - South & East Elevations
North and West Shed Elevations
525
Pertzborn Residence • 433 North Black Avenue
Neighborhood Photographs
526
Pertzborn Residence • 433 North Black Avenue
N
ALLEY
NORTH BLACK AVE
527
Pertzborn Residence • 433 North Black Avenue
528
Pertzborn Residence • 433 North Black Avenue
529
530
531
532
533
534
535
536
537
538
539
540
541
542