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DECLARATION 1
DRAFT
DECLARATION OF PROTECTIVE COVENANTS, CONDITIONS, AND
RESTRICTIONS FOR THE LAKES AT VALLEY WEST
THIS DECLARATION OF PROTECTIVE COVENANTS FOR THE LAKES AT
VALLEY WEST is made this _____ day ____________________, 2015, by The Lakes at Valley
West, LLC, hereinafter referred to as “Declarant;”
WITNESSETH:
WHEREAS, the Declarant is the owner of the following described real property situated
in Gallatin County, Montana:
See Exhibit “A” of The Lakes at Valley West Subdivision PUD, attached hereto and
by this reference made a part hereof and hereinafter referred to as the “The Lakes
Subdivision;” and
WHEREAS, The Lakes Subdivision is currently subject to the Fourth Amended &
Restated Declaration of Protective Covenants & Restrictions for Valley West (“Valley West
Covenants”), recorded on April 28, 2014 as Document No. 2479575, in the Gallatin County
Clerk and Recorder’s Office;
WHEREAS, the Declarant desires to impose additional covenants, conditions, and
restrictions on the property in The Lakes Subdivision;
NOW THEREFORE, Declarant hereby declares that all of the Property in The Lakes
Subdivision shall be held, sold, and conveyed subject to the following easements, covenants,
conditions, and restrictions, which are for the purpose of maintaining a stable value, character,
use, and development of The Lakes Subdivision; and which shall run with the land and be
binding on all persons having any right, title, or interest in any property in The Lakes Subdivision
or any part thereof, their heirs, successors and assigns, and shall inure to the benefit of each
owner thereof.
DECLARATION 2
ARTICLE I
Definitions
1.1. “Affirmative Vote” means the affirmative vote of the majority of the membership
interest who are eligible to vote and who are present at a meeting in person or by proxy.
1.2. “Annexed Property” means property adjoining the Property which is annexed to
the Property pursuant to Article XIV.
1.3. “Association” means The Lakes Homeowner’s Association, and its successors or
assigns.
1.4. “Board of Directors” means the Board of Directors for the Association.
1.5. “Bylaws” means the Bylaws for The Lakes Homeowner’s Association, as may be
amended from time to time. The Board of Directors is not required to adopt Bylaws
unless the Association is incorporated.
1.6. “Common Areas” mean any property or part of any property within The Lakes
Subdivision that is dedicated or reserved for the use of all the Owners, their guests and invitees.
1.7. “Design Manual” means The Lakes at Valley West Design Manual, as may be
amended from time to time.
1.8. “Director” means a person on the Board of Directors.
1.9. “Declarant” means The Lakes at Valley West, LLC, or any successor or assign who
obtains an Assignment of Declarant’s Rights and Responsibilities. Both successors and assigns
shall always be deemed to be included within the term “Declarant” whenever, however, and
wherever such terms are used in the Declaration, Bylaws, Rules and Regulations, or Design
Manual.
1.10. “Declaration” means this Declaration of Protective Covenants, Conditions, and
Restrictions for The Lakes at Valley West, and as may be amended from time to time.
1.11. “Design Review Panel” means The Lakes at Valley West Design Review Panel,
as further defined in Article VI.
1.12. “Lot” means any plot of land shown upon any recorded The Lakes at Valley West
subdivision map, excluding the Common Areas.
1.13. “Member” means each Owner. By purchasing a Lot in The Lakes Subdivision, each
Member agrees to abide by and be bound by this Declaration, the Bylaws, all Rules and
Regulations, and the Design Manual.
DECLARATION 3
1.14. “Open Space” means any property designated as open space on any recorded The Lakes
at Valley West subdivision map.
1.15. “Owner” means the record owner, whether one or more persons or entities, of a fee
simple title to any Lot which is a part of The Lakes Subdivision, but excluding those having such
interest merely as security for the performance of an obligation.
1.16. “Parks” means any property designated as a park on any recorded The Lakes at Valley
West subdivision map.
1.17. “Property” means and refers to all of the property described in Exhibit “A,” and such
additions thereto as may hereafter be annexed and brought within the jurisdiction of the
Association.
1.18. “The Lakes Subdivision” or “The Lakes at Valley West” means and refers to all of
the property described in Exhibit “A,” and such additions thereto as may hereafter be annexed
and brought within the jurisdiction of the Association.
1.19. “Transfer Date” means the date on which all of the Lots and Property owned by
the Declarant- both at the time this Declaration is recorded or as may be annexed by the
Declarant pursuant to Article XIV - have been sold, transferred, or the construction of a
residence on the Lot completed. On the Transfer Date, all rights, responsibilities, duties,
or benefits of the Declarant, solely in its position as the Declarant, which arise out of this
Declaration shall automatically transfer to the Association. The sell or transfer must
have been to someone other than the Declarant’s successors or assigns. The Board of
Directors or its designated representative shall notify the Owners of the Transfer Date within
a reasonable time after the Transfer Date occurs. For purposes of this Section, notice
includes posting notice of the Transfer Date to the Association’s website.
1.20. “Rules and Regulations” means such rules and regulations adopted by the Board
of Directors.
1.21. “Utilities” means utility lines for power, sewer, gas, telephone and other utility lines and
service lines for television, computer services, gas or other service lines, whether presently
available or not.
1.22. “Valley West Covenants” means the Fourth Amended & Restated Declaration of
Protective Covenants & Restrictions for Valley West, recorded on April 28, 2014 as Document
No. 2479575, in the Gallatin County Clerk and Recorder’s Office, as may be amended from time
to time.
DECLARATION 4
1.23. “Valley West Homeowners’ Association” means the association referred to in the
Valley West Covenants. Until such time as the Property in The Lakes Subdivision is no
longer subject to the jurisdiction of the Valley West Association, Owners are also
members of the Valley West Homeowners’ Association and subject to the Valley West
Covenants.
ARTICLE II
Location
2.1 The principal office of the Association shall be located in the residence of the duly elected
Secretary of the Association; or if there is no Secretary, in the residence of the duly elected
President of the Association.
ARTICLE III
Membership
3.1 Every Lot Owner shall be a Member of the Association. Membership shall be
appurtenant to and may not be separate from the ownership of any Lot, so that each Lot
owner will automatically become a Member of the Association with the purchase of any Lot,
and will be a permanent Member until the Lot is sold or transferred to a different owner.
Accordingly, no Member shall be expelled, nor shall any Member be permitted to withdraw
or resign while possessing a membership interest.
3.2 It shall be the duty of each Owner to advise the Association of the Owner’s acquisition
of any Lot, the Owner’s mailing address and email address, and of any change in ownership
or mailing or email address. For purpose of providing any notice required by the
Declaration, the Owner’s address shall be the last known address on file with the
Association.
3.3 The voting rights of each Owner are subject to:
A. Ownership of an interest by fee or by contract in a Lot in The Lakes Subdivision;
B. The full payment of assessments, fees, fines, penalties, interest, attorneys’ fees,
other costs, and liens imposed by the Association; and
C. Compliance with the Declaration, Bylaws, Rules and Regulations, and Design
Manual.
3.4 The voting rights of any Owner are automatically suspended during any period when
such Owner shall have failed to timely pay any monies then owed to the Association and during
any period of non-compliance with the Declaration, Bylaws, Rules and Regulations, and
Design Manual. Upon payment of such monies and upon complete compliance, the Member’s
voting rights shall be automatically restored.
3.5 Each Lot shall have one membership or voting interest. If ownership is vested in
more than one person, only one vote may be cast collectively by such Owners. Such owners
must, prior to a meeting where voting may be allowed, among and between them, determine
DECLARATION 5
who is entitled to vote the membership interest, and in what manner it shall be voted. If
more than one person seeks to exercise the vote, the vote shall be suspended and the
Owners will be deemed to not be eligible to vote on that matter.
ARTICLE IV
Meetings
4.1 There shall be an annual meeting of the membership of the Association. The annual
meeting shall be held at a place specified in the notice of the meeting and at a date and hour
selected by the Board of Directors. The notice of the annual meeting may state those matters
that will come before the Association for approval.
4.2 Special meetings may be called at any time upon the initiative of the President, a
majority vote of the Board of Directors, or by a qualified Petition (a Petition signed by 5% of
the membership interest eligible to vote at the time the Petition is presented to any Director,
and which specifies the purpose(s) for which the special meeting is being requested). Upon
receipt of a qualified Petition, the notice for such special meeting shall be provided by the
Board of Directors or its designated representative within 30 days after receiving a qualified
Petition. Notice of any special meeting shall state the hour, date and place of the meeting and
shall state the reason(s) of such meeting, and said special meeting shall be strictly confined
to the matters set forth in the notice.
4.3 Written notice of all annual and special meetings shall be mailed, emailed, or
personally delivered by the Board of Directors or its designated representative to every Member
of record no later than ten (10) days and not more than fifty (50) days before the date of the
meeting.
4.3.1 The record date shall be the date on which the notice of the meeting is first
sent to any Member.
4.3.2 The notice of the annual meeting shall include a copy of the budget for the
prior calendar year, with actual income and expenses included, and a copy of
the budget for the next calendar year.
4.4 At the beginning of either an annual or special meeting of the Association, the
presence in person or by proxy of 10% of the membership interest eligible to vote shall
constitute a quorum. If a quorum shall not be present at any meeting, such meeting shall be
adjourned and may be immediately re-convened, at which time the presence in person or by
proxy of 5% of the membership interest eligible to vote shall constitute a quorum.
DECLARATION 6
4.5. Once a quorum is established, unless another vote is expressly required, the Association
may act by Affirmative Vote.
4.5.1 Notwithstanding anything stated in this Declaration, before the Transfer Date any
vote taken by the Members is an advisory vote. No advisory vote taken by the
Members shall be construed to require the Declarant or Board of Directors to act
or not act; the Board of Directors shall have the discretion to determine whether to
act or not act based on the advisory vote.
4.5.2 After the Transfer Date, if any action approved by the Members compels the
Board of Directors to take positive action, the Board of Directors retains the final
discretion as to the scope, extent, and specific character of the action it is required
to take.
4.6 All annual and special meetings shall be presided over by the President, or the Vice
-President if the President is not present, or by any person elected by Affirmative Vote if
neither the President nor the Vice-President is present.
4.7 Any action to be taken by the Members may be taken without a meeting if the
Association delivers a written ballot to every Member eligible to vote on the matter. The
written ballot must set forth the proposed action, provide an opportunity to vote for or
against the proposed action, indicate the number of responses needed to meet the quorum
requirements, and state the percentage of approvals necessary to approve each matter, and
specify the time by which a ballot must be received in order for the vote to be counted.
Approval by written ballot under this Section is valid if the number of votes cast by ballot
equals or exceeds the quorum required to be present a meeting, and the number of approvals
equals or exceeds the number of votes that would be required to approve the matter at a
meeting.
ARTICLE V
Board of Directors
5.1 The Association shall be governed by the Board of Directors.
5.2 The Board of Directors shall have the authority to act on behalf of the Association in
order to carry out the purposes of the Declaration and the Association and to enforce the
Declaration, Bylaws, Rules and Regulation, and Design Manual, unless it is after the Transfer
Date and an action is expressly reserved for the Members of the Association,
5.3 The Board of Directors shall be made up of three Directors.
5.4 The initial Board of Directors shall be appointed by the Declarant for terms of one, two
and three years; that is, one director for a one year term, one for a two year term and one for a
three year term. Thereafter, as a term expires, the next term shall be a three year term, thus
staggering the terms of the Directors. Directors may be appointed or elected for successive
terms.
DECLARATION 7
5.5 Appointment or Election of Directors.
5.5.1 After recording the Declaration, the Declarant shall appoint three Directors.
The Declarant shall have the right to appoint the Directors until the Transfer
Date. During this time, the Directors need not be Owners or Members of the
Association.
5.5.2 At the next annual meeting of the Association after the Transfer Date, the
Members shall nominate and elect candidates to fill the Director position
whose term expires at the annual meeting, and so forth each year thereafter.
(1) At any meeting at which an election is held, any Member present in person
at the meeting may nominate himself or another candidate to be on the
Board of Directors.
(2) The candidate receiving the highest number of votes shall be the named as
a Director.
5.6 The Board of Directors shall elect the following officers:
5.6.1 President- The President shall be elected from among the Directors. The
President’s term is one year. The President shall oversee all meetings of the
Association and the Board of Directors. The President shall be authorized to
sign on behalf of the Association all contracts, records, documents, and
instruments required or necessary to the administration of the Association. The
President shall have all other powers expressly or impliedly authorized by the
Declaration or the Board of Directors.
5.6.2 Vice-President- The Vice-President shall be elected from among the Directors.
The Vice-President’s term is one year. The Vice-President shall exercise the
powers of the President in the absence of the President. The Vice-President
shall have all other powers expressly or impliedly authorized by the
Declaration or the Board of Directors.
5.6.3 Secretary- The Secretary may, but is not required to be, a Director. The
Secretary shall remain in the office of the Secretary until he or she resigns or
until the Board of Directors appoints a different person to be Secretary,
whichever happens first. At the least, the Secretary shall:
(1) Maintain a record of all Owners in the Association and their
membership interests;
DECLARATION 8
(2) Send, either personally or through a designated representative, notices
of all meetings of the Association and the Board of Directors;
(3) Prepare and maintain minutes of the Association and Board of Director
meetings;
(4) Maintain other records required by the Declaration or the Board of
Directors;
(5) Sign on behalf of the Association all records, documents, and
instruments when such are authorized to be signed by the Board of
Directors; and
(6) Upon request, authenticate records of the Association.
5.6.4 Treasurer- The Treasurer may, but is not required to be, a Director. The
Treasurer shall remain in the office of the Treasurer until he or she resigns or
until the Board of Directors appoints a different person to be Treasurer,
whichever happens first. At the least, the Treasurer shall:
(1) Prepare a proposed budget for each year for review, comment, and
approval by the Board of Directors;
(2) Keep and maintain adequate and correct accounts of the accounts,
liabilities, receipts, disbursements, gains, and losses of the Association;
and
(3) Keep and maintain a record of all assessments, fees, fines, and interest
owed by any person to the Association.
5.6.5 Any person may hold more than one office.
5.7 Removal of Directors.
5.7.1 Before the Transfer Date, the Declarant has the power to remove
5.7.2 After the Transfer Date, at any meeting of the Association, the Members may
remove a Director upon the approval of 75% or more of the membership
interest present in person or by proxy. The Members may elect the
replacement as set forth in Article 5.5.2.
5.8 Vacancy on Board.
5.8.1 Before the Transfer Date, the Declarant has the power to fill any vacancy
on the Board of Directors.
DECLARATION 9
5.8.2 After the Transfer Date, any vacancy on the Board of Directors shall be
filled by the affirmative vote of a majority of the remaining Directors, even
though less than a quorum of the Board of Directors, and any such
appointed Director shall hold office for the unexpired term of his or her
predecessor in office.
5.9 Without limiting any power vested in the Board of Director by law or by this
Declaration, the Board of Directors shall have the power to:
A. To sue and be sued, complain, and defend in the Association’s name;
B. To purchase, receive, lease, or otherwise acquire and own, hold, improve, use, and
otherwise deal with real or personal property or any legal or equitable interest in
property;
C. To lease, exchange, and otherwise dispose of all or any part of the Association’s
property;
D. To make contracts and guaranties;
E. To incur liabilities and pay the expenses of the Association;
F. To prepare and approve a budget;
G. To establish a reserve fund;
H. To impose assessments, penalties, fines, fees, interest, attorneys’ fees, and costs upon
its Members and upon the Lots within The Lakes Subdivision;
I. To collect assessments, penalties, fines, fees, interest, attorneys’ fees, and costs
authorized by the Declaration, the Rules and Regulations, the Design Manual, or the
law;
J. To file and foreclose liens;
K. To care for, protect, and maintain the Common Areas, Parks, Open Spaces, boundary
fences, and easements;
L. To enforce these Declaration, Rules and Regulations, and Design Manual;
M. To set and call meetings of the Association, both annual and special, and to
preside over such meetings and to give appropriate notice of such meetings as
required by the Declaration;
DECLARATION 10
N. To establish Rules and Regulations to carry out the purposes of the Declaration so
long as such Rules and Regulations do not conflict with the Declaration and the
Members are provided with 30 days written notice (via mail, email, or on the
Association’s website) of any Rule and Regulation before it becomes enforceable;
O. The form committees to assist the Board of Directors in carrying out its powers and
authority; and
P. To pay for such insurance as may be necessary and in the best interest of Association
and the Board of Directors, and to provide for the use and disposition of the
insurance proceeds in the event of loss or damage. The extent and specific nature
of coverage shall be determined by the Board of Directors, except that the Board of
Directors shall procure and maintain liability insurance for the Association;
Q. To pay taxes;
R. To manage, control, and maintain the Common Area, Parks, and Open Space.
S. To deal with agencies, officers, boards, commissions, departments, and bureaus or
other governmental bodies in a federal, state, county, or local basis on behalf of
the Association; and
T. To do all things necessary or convenient which may serve the interests of the
Association or The Lakes Subdivision or to carry into effect the Declaration, Rules
and Regulations, the Design Manual or the purposes of the Association.
5.10 A meeting of the Board of Directors may be called at any time upon the initiative of
the President or a majority of the Board of Directors.
5.11 Notice of any Board of Directors’ meeting may be by telephone, mail, email, or
personal delivery to each Director at least 2 days before the meeting. The notice need not state
the purpose(s) of the meeting. A Director may waive the required notice by a writing, signed
by the Director, and filed in the corporate records; or by attending or participating in a
meeting unless the Director, upon arriving at the meeting or before the vote on any matter,
objects to the lack of notice and does not vote for or assent to that action.
5.12 At the beginning of a Board of Directors’ meeting, the presence in person or by proxy
of a majority of the Board of Directors shall constitute a quorum. Any Director may participate
in a meeting through the use of any means of communication by which all Directors participating
may simultaneously hear each other during the meeting. A Director participating in a meeting by
this means is considered present in person at the meeting.
5.13 Once a quorum is established, the Board of Directors may act upon the affirmative vote of
a majority of Directors present.
DECLARATION 11
5.14 Any action required or permitted to be taken by the Board of Directors may be taken
without a meeting if the action is taken by all Board of Directors. The action must be
evidenced by one or more written consents describing the action taken, be signed (by regular
or electronic signature) by each Director, and filed in the corporate records.
5.15 The Directors shall not receive any monetary compensation, except that they shall be
reimbursed for any out-of-pocket expenses incurred while acting in their official capacity for
their services as members of the Board of Directors.
5.16 Any Director who acts in good faith on behalf of the Association:
A. Shall not be liable to the owners as a result of their activities as such for any
mistake of judgment, negligence or otherwise, except for their own willful
misconduct or bad faith;
B. Shall have no personal liability in contract to an Owner or any other person or
entity under any agreement, instrument or transaction entered into by them on
behalf of the Association in their capacity as such;
C. Shall have no personal liability in tort to any Owner or any person or entity,
except for their own willful misconduct or bad faith;
D. Shall have no personal liability arising out of the use, misuse or condition of the
property which might in any way be assessed against or imputed to them as a
result of or by virtue of their capacity as such.
5.17 Any person made a party to any proceeding because the person is or was a Director or
member of the Design Review Panel shall be defended and indemnified as set forth in Section
35-2-446 through Section 35-2454, MCA, as those statutes may be amended from time to time.
ARTICLE VI
Design Manual and Design Review Panel
6.1 Until such time as The Lakes Subdivision is no longer within the jurisdiction of the
Valley West Homeowners’ Association, in addition to this Declaration, any construction in The
Lakes Subdivision may also be subject to the architectural regulations of the Valley West
Homeowners’ Association, as set forth in the Valley West Covenants. If there is any conflict
between this Declaration and the Valley West Covenants, the Valley West Covenants shall
control until such time as the Property within The Lakes Subdivision is no longer within the
jurisdiction of the Valley West Homeowners’ Association.
6.2 If the Property within The Lakes Subdivision is removed from the jurisdiction of the
Valley West Homeowners’ Association, all construction, installation, and alteration of all
improvements on the Property or any Lot within The Lakes Subdivision shall be subject the
Design Manual and to the review and approval of The Lakes at Valley West Design Review
Panel.
DECLARATION 12
.
6.2.1 Before the Transfer Date, except for any provision that cannot be changed without
the City of Bozeman’s approval, the Declarant may adopt, amend, modify, add, or
delete any provision of the Design Manual;
6.2.2 After the Transfer Date, except for any provision that cannot be changed without
the City of Bozeman’s approval, the Board of Directors may adopt, amend,
modify, add, or delete any provision of the Design Manual by unanimous vote.
6.2.3 Any amendment, modification, addition, or deletion to the Design Manual shall
not be effective until 30 days after the Members are given notice of the
amendment, modification, addition, or deletion. For purposes of this provision,
notice includes posting the amendment, modification, addition, or deletion on the
Association’s website.
ARTICLE VII
Assessments
7.1 The Declarant hereby covenants, and each Owner of any Lot by acceptance of a deed
therefor, whether or not it shall be so expressed in such deed, is deemed to covenant and agree to
pay to the Association:
(1) Annual Assessments; and
(2) Special Assessments.
7.2 Assessments may be used to promote the recreation, health, safety, convenience, and
welfare of the Association or the Members; for noxious weed mitigation and removal; for the
improvement, repair, operation, and maintenance of the Common Area, Open Space, Parks,
easements, sidewalks, woonerfs and alleys, or any other area for which the Association is or may
be responsible for now or in the future; to defray, in whole or in part, the cost of any construction,
reconstruction, gravel, paving, repair or replacement of a capital improvement upon the Common
Area, Open Space, Parks, sidewalks, trails, woonerfs and alleys, easements, or any other area for
which the Association is or may be responsible for now or in the future, including fixtures and
personal property related thereto; to establish reserves for any reason; for making and collecting
assessments; for paying taxes and insurance; for enforcing the Declaration, Bylaws, Rules and
Regulations, or Design Manual; to assist the Board of Directors or Design Review Panel in
carrying out their powers and authorities; for any other purposes, express or implied, in this
Declaration, the Bylaws, the Rules or Regulations, or the Design Manual; and for any other
purpose deemed reasonable and necessary by the Board of Directors.
DECLARATION 13
7.3 The Association, acting through the Board of Directors, shall have the power to levy
Annual and Special Assessments on its Members.
7.3.1 Annual Assessments shall be fixed by the Directors at a uniform rate for each Lot,
except the Directors may fix a different uniform rate for improved and
unimproved Lots.
7.3.2 Special Assessments shall be fixed at the same rate for each Lot affected by the
Special Assessment.
7.4 The Annual and Special Assessments shall be due on the date determined by the Board of
Directors, except that the Board of Directors or its designated representative shall provide notice
of the amount and due date of the Annual and Special Assessments to the Owner of each Lot at
least thirty days before the due date of each Annual Assessment, and at least 90 days before the
due date for each Special Assessment.
7.5 No Owner may waive or otherwise escape liability for the Assessments provided for
herein by non-use of the common areas or by abandonment of his or her Lot.
7.6 Until such time as The Lakes Subdivision is removed from the jurisdiction of the Valley
West Homeowners’ Association, any Owner assessed hereunder may be subject to an additional
assessment by the Valley West Homeowners’ Association, which is assessed and collected
pursuant to the Valley West Covenants. Payment of such assessments does not alleviate or offset
the assessments required by this Declaration.
7.7 Notwithstanding anything contained in this Declaration, the Declarant shall not be
required to pay any assessments on any Lot or Property owned by the Declarant unless the
Declarant or its agents, representatives, members, or employees reside on the Lot.
ARTICLE VIII
Fees
8.1 The Board of Directors shall have the power to establish and charge fees for any
service provided to any Owner (such services may but are not required to include, lawn
maintenance, weed maintenance, snow removal, design review, etc.), or for any other reason
permitted by the Declaration, the Bylaws, the Rules and Regulations, or the Design Manual.
8.2 The fees may be used in any manner that the Board of Directors, in its discretion,
believes benefits the Association.
8.3 Fees are due in an amount and on the due date established by the Board of Directors or
as otherwise set forth in the Declaration, Bylaws, Rules and Regulations, or Design Manual.
DECLARATION 14
ARTICLE IX
Property Use
9.1 Municipal Regulations. All land use regulations and all other laws, rules, and regulations
of any government or agency under whose jurisdiction the land lies are considered to be part of
this Declaration and enforceable hereunder; and all of the Owners of said lands shall be bound
by such land use regulations and other laws, rules, and regulations. In the event there is a conflict
between the Declaration and the applicable land use regulations and other laws, rules, and
regulations, the most restrictive shall control.
9.2 Re-Subdivision. There shall be no further division of the Lots without the consent of the
Board of Directors.
9.3 Residential Use. The Lots shall be restricted to residential uses only. There shall be no
commercial business conducted on any Lot, except that “cottage industries” may be conducted in
the dwelling or within an appurtenant building by an Owner residing in the dwelling or any of the
Owner’s immediate family residing in the dwelling. A “cottage industry “ means a business
where the public does not purchase merchandise on a retail basis on the Lot, and such
commercial use is clearly incidental and secondary to the use of the Lot as a residence.
9.4 Wildlife. No hunting of, shooting at or harassing of birds, animals or any wildlife will be
permitted. Skunks, gophers and rodents may be trapped; however, poison may not be used.
9.5 Animals. No animals, except dogs, cats, chickens, or small in-house pets, are permitted on
the Lots. Owners may comply with all state, city, and local rules regarding animals kept on any
Lot. Owners shall pick up after their animals and shall not allow their animals to roam free on
any other Lot.
9.6 Lot Maintenance. Each Owner is required to maintain his or her Lot, whether developed
or undeveloped, in a neat and orderly fashion. This includes but is not limited to maintaining the
landscape, mowing, trimming, weeding, mitigating and removing noxious weeds, and other
similar maintenance and upkeep.
9.7 Building Maintenance. Each Owner is required to maintain any structure (buildings,
fences, walls, etc.) on the Owner’s Lot in a neat and orderly fashion. This includes but is not
limited to re-painting, re-staining, re-roofing, and other similar maintenance and upkeep.
9.8 Woonerfs and Alleys. Each Owner shall maintain the alley right-of-way adjacent to the
Owner’s Lot. This includes but is not limited to picking up and appropriately disposing of
garbage, trash, debris, and other waste and mowing and trimming the alley right-of-way.
DECLARATION 15
9.9 Refuse.
9.9.1 No junk, garbage, trash, debris, materials, equipment, or other waste shall be
allowed to accumulate on any Lot or originate from any Lot; except that during
the period of construction approved by the Design Review Panel, temporary
accumulations may be allowed but they shall at all times be kept in an orderly,
clean, and sanitary condition and screened from view, and shall be disposed of
regularly.
9.9.2 There shall be no incineration or burning of junk, garbage, trash, debris, materials,
equipment, or other waste on any Lot.
9.9.3 All garbage and trash requirements of the City of Bozeman shall be observed.
9.9.4 All garbage and trash that is stored outside shall be kept in a City-approved
container. Except on garbage pick-up day, garbage containers shall be kept in the
garage or other enclosure directly adjacent to a structure or fence.
9.9.5 In addition to any other remedy allowed under this Declaration, the Rules and
Regulations, the Design Manual, or at law or in equity, if an Owner violates any
part of this Section, the Board of Directors, after twenty-four hours’ notice, may
cause the junk, garbage, trash, debris, materials, equipment, or other waste to be
controlled, collected, and/or removed, assess the Owner of the Lot for all
attorney’s fees and costs related thereto, and charge a fine.
9.10 Junk Vehicles. No junk vehicles or unusable machinery or equipment shall be parked
outside on any Lot or placed on any road. A “junk vehicle” means one which has not been
licensed for several months or is in an inoperable condition. “Unusable machinery or equipment”
means that which is not in operable condition.
9.11 Signs. Only the following signs may be erected on the exterior of any Lot:
(1) Signs which identify the Owner of the Lot;
(2) "For Sale" signs on a Lot being sold;
(3) Political signs, for up to 30 days before an election and 2 days after the election; and
(4) Signs placed by the Declarant and/or Association at any entrance(s) to The Lakes
Subdivision to identify the subdivision and/or neighborhood.
DECLARATION 16
9.12 Automobiles and Vehicles.
9.12.1 “Automobile” means a two, three, or four door passenger vehicle, sports utility
vehicle, or pick-up truck with or without a canopy cover or topper, or a moped or
motorcycle, which is primarily used for transporting a small number of people
over public highways.
9.12.2“Vehicle” means any boat, trailer, snowmobile, motor home, mobile home,
recreational vehicle, off-highway vehicle, or other similar equipment.
9.12.3 Only one Vehicle per Lot is allowed to be stored/parked outside of a garage, and
any such Vehicle parked/stored outside of a garage shall only be parked/stored on
a designated concrete or gravel pad. The designated concrete or gravel pad shall
only be adjacent to the alley. No Vehicle shall be parked/stored in a driveway or in
front a house.
9.12.4 No Automobile or Vehicle shall obstruct pedestrian traffic.
9.12.5 All Automobiles and Vehicles shall also comply with all local and state laws.
9.12.6 In addition to any other remedy allowed under the Declaration or the Rules and
Regulations, owners of Automobiles or Vehicles parked in violation of this
Declaration may be asked in writing or by placing a written notice on the
Automobile or Vehicle to comply with this Declaration and/or to immediately
remove the Automobile or Vehicle. If the Automobile or Vehicle is not removed
within 24 hours of notification, the Board of Directors or its authorized
representative may cause the Automobile or Vehicle to be towed and impounded
at the expense of the owner, assess the Owner of the Lot for all attorney’s fees and
costs related thereto, and charge a fine.
9.12.7 Notwithstanding anything to the contrary, the Board or its authorized
representative may cause an Automobile or Vehicle to be towed immediately
without notification if the Board or its authorized representative determines that
the Automobile or Vehicle impedes emergency vehicles or represents a threat to
health and safety. The Board of Directors may have the Vehicle towed and
impounded at the expense of the owner, assess the Owner of the Lot for all
attorney’s fees and costs related thereto, and charge a fine.
9.13 Conduct. Each Owner, whether present or not, shall be responsible for his or her own
conduct and for the conduct of his or her family, occupants, guests, invitees, licensees, and
tenants while on the Owner’s Lot or within The Lakes Subdivision. Each Owner and his or her
family, occupants, guests, invitees, licensees, and tenants shall conduct themselves in a manner
so as not to disturb the peaceful possession of another Owner’s Lot or the use of others of the
Common Areas, Open Spaces, or Parks. It is a violation of this Declaration to allow noise to emit
beyond the Owner’s Lot boundary at a level that disturbs one or more persons.
DECLARATION 17
9.14 Tenants. Each Owner is responsible for the Owner’s tenants, and is responsible for
providing a copy of the Declaration, Rules and Regulations, and Design Manual to the tenants.
Upon the Board of Director’s request, the Owner shall provide the Board of Directors with each
Tenant’s name, address, and telephone number.
9.15 Nuisance. No nuisance of any type or nature shall be permitted to exist upon any Lot,
Common Area, Open Space, or Park. A “nuisance” includes, but is not limited to, any action or
conduct or thing which, in the Board of Director’s sole discretion, disturbs or interferes with the
peaceful use, occupancy, or enjoyment of any Owner, occupant, guest, invitee, licensee, or tenant
in The Lakes Subdivision. Every Owner is responsible for the action and conduct of the Owner
and the Owner’s family, occupants, guests, invitees, licensees, and tenants.
9.16 Sidewalks. Notwithstanding anything contained in this Declaration, every Owner is
responsible for maintaining the Owner’s sidewalk located on, adjacent to, and between the
Owner’s Lot and the nearest right-of-way. “Maintain” includes, but is not limited to, snow
removal.
ARTICLE X
Agricultural Uses
10.1 Lot Owners and residents of The Lakes Subdivision are informed that adjacent uses
may be agricultural. Lot Owners accept and are aware that standard agricultural and farming
practices can result in dust, animal odors and noise, smoke, flies, and machinery noise.
Standard agricultural practices feature the use of heavy equipment, chemical sprays, and the
use of machinery early in the morning and sometimes late into the evening.
10.2 All fences bordering agricultural lands shall be maintained by the landowners in
accordance with state law.
ARTICLE XI
Common Areas, Parks, Open Spaces, Easements,
and Designated Sidewalks
11.1 The Declarant shall install or cause to be installed or constructed the following
improvements: The mainlines for telephone, power and gas shall be connected up to the main
utility lines in the area and Declarant shall install such utility lines near each Lot within the utility
or road easements or common areas shown on the site plans. The streets shown on the site plan
shall be installed in accordance with the present Gallatin County requirements for such a
subdivision. Such other amenities as the Declarant deems appropriate or as required by Gallatin
County.
11.2 The Declarant reserves and retains throughout The Lakes Subdivision the reasonable and
necessary easements and encroachment rights to install the utilities service lines, including sewer
and water lines, improvements and amenities mentioned in Section 11.1 and for other service
lines and utility and cable services, whether presently available or not, in the Common Areas,
DECLARATION 18
Parks, and Open Spaces along the easements reserved or delineated on the recorded subdivision
map. The Declarant or the Board of Directors may grant such easements to the utility or service
company as necessary for installation of service lines.
11.3 After the Transfer Date, only the Board of Directors Association shall have the rights and
reservations set forth in Section 11.1 and Section 11.2.
11.4 City sewer and water lines, power, natural gas, cable television, and telephone service
lines are provided to each Lot. The Owners shall be responsible and have the obligation, at its
cost, to install and hook up the utility and service lines from the main lines to the buildings and
improvements on the Lot. All utility lines shall be underground. Private utilities are the
responsibility of the Owner. The Owners shall pay for all service and use charges billed by the
utility and service companies for the use and consumption of the utilities.
11.5 After the initial installation of the improvements on the Common Areas, Parks, and Open
Spaces by the Declarant, the Association shall be responsible for and have the obligation to
maintain the Common Areas, Parks, and Open Spaces in good condition and repair and as set
forth in Exhibit “B”. This includes the responsibility control noxious weeds and to maintain
sidewalks in the Parks and Open Spaces, including snow removal. The cost of such maintenance
shall be a part of the annual budget for the Association to be assessed to the Owners.
11.6 Common Area Easement. The Declarant, the Owners and their guests and invitees, and
the public have a perpetual nonexclusive easement of ingress and egress through the Common
Area, Parks, and Open Space.
11.7 Other Easement. The Association, by and through the Board of Directors or its designated
representative, shall have the right, but not the obligation, to enter upon any Lot for emergency,
security, or safety reasons, to perform maintenance in compliance with the Declaration, Bylaws,
Rules and Resolutions, or Design Manual, which right may be exercised by any member of the
Board of Directors or their designated representative, and all policeman, firemen, ambulance
personnel, and similar emergency personnel in the performance of their duties.
ARTICLE XII
Covenants Required by the City
12.1 Every Owner shall cause to be constructed city standard sidewalks (including a concrete
sidewalk section through all private drive approaches) on all public and private street
frontages prior to the occupancy of any structure on individual Lots. Upon the third anniversary
of the plat recordation of any phase of The Lakes Subdivision, any Lot Owner who has not
constructed the required sidewalk shall, without further notice, construct within 30 days the
sidewalk for his or her Lot(s), regardless of whether other improvements have been made upon
the Lot.
DECLARATION 19
12.2 The Open Space within The Lakes Subdivision, as designated on a final plat or approved
PUD site plan, shall be preserved in perpetuity.
12.3 The Board of Directors shall include in the assessments an amount necessary to pay for
the taxes, insurance, maintenance, upkeep, and repair of all Parks, Open Space, sidewalks in
Parks and Open Spaces, Woonerfs and alleys, that are required to be maintained by the
Association.
12.4 If the Association fails to maintain the Parks and Open Spaces in reasonable order and
condition in accordance with the City of Bozeman’s approved plan, the City may enforce the
covenant pursuant Bozeman Ordinance Section 38.38.030(8).
ARTICLE XIII
Enforcement
13.1 For any violation or threatened violation of the Declaration, Bylaws, Rules or
Regulations, or Design Manual, the Board of Directors (on behalf of the Association) or any
Owner may bring a legal proceeding for monetary, injunctive, and/or other relief and
damages. The prevailing party shall be entitled to an award of all attorney fees (including
fees for fees and fees on appeal) and all costs and expenses related to or arising from the
issues raised in the proceeding.
13.1.1. Before the Board of Directors may being a legal action, the Board of Directors
shall provide notice of the violation or threatened violation to the Owner.
13.1.2. The notice shall specify the violation and the time period in which the
violation must be cured.
13.1.3. The notice shall be served upon the Owner via mail, email, or personal
delivery. The notice is deemed served on the date it is personally delivered or
emailed, or 3 days after it is mailed, whichever date comes first.
13.1.4. The Lot owner has 10 days after service of the notice to submit a written letter
to the Board of Directors setting forth all of the reasons why the Owner
believes a violation has not occurred. The Owner shall attach to the letter all
documentary evidence and, if applicable, a list of witnesses in support of the
Owner’s position.
13.1.5. If the Owner submits a timely written response, the Board of Directors shall
review the Owner’s response and determine whether a violation has occurred.
If the Owner fails to timely submit a written letter to the Board of Directors,
then the violation will be deemed to have occurred.
DECLARATION 20
13.1.6. If a violation is deemed to have occurred, any action or proceeding authorized
by the Declaration, these Bylaws, the Rules and Regulations, the Design
Manual, or by law or equity may be taken against the Owner and/or the Lot.
Such action may include, but is not limited to any or all of the following:
suspending voting rights, assessing fines, charging interest, filing a lien, filing
a lawsuit, and assessing payment for all attorney fees and all costs and
expenses.
13.1.7. Even if a violation is determined or deemed to have occurred, the Board of
Directors may make a business judgment decision to not take action or initiate
a proceeding against the Lot owner.
13.2 The Board of Directors (on behalf of the Association), may also record a lien any Lot
owned by the Lot Owner for all unpaid assessments, fees, fines, attorney fees, other costs
and expenses, and interest on all outstanding amounts owed at the rate of 12% per annum.
Said lien shall be a charge on any Lot owned by the Owner and shall be a continuing lien until
all amounts owed are fully paid.
13.2.1 Such lien shall be superior to all other liens and encumbrances, except for tax
and special assessment liens placed by a statutory authority, other statutory
liens.
13.2.2 Such lien shall attach from the date the notice of the assessment, fee, or fine is
first served, the date it first becomes due, or the date the lien is filed, whichever
happens first.
13.2.3 The Board of Directors may foreclose the lien against the Lot in the manner set
forth under Montana law for the foreclosure of liens against real property, and
may also bring an action against the Owner personally obligated to pay all
such amounts.
13.3 Any money due on a Lot or owed by an Owner that remains unpaid at the time
the Owner’s Lot is purchased by or transferred to a successive owner, shall also be the
personal obligation of any successive owner, regardless of the fact that the amount first
became due while the Lot was owned by a prior owner. Every successive owner has a
duty to contact the Association’s Board of Directors before taking title to a Lot to learn if
there are any unpaid amounts due on the Lot or against the prior owner.
13.4 In addition to the remedies outlined in this Article, the Board of Directors (on behalf of
the Association) reserves the right to assert and/or pursue any other remedy in which it may be
entitled to under the Declaration, these Bylaws, the Rules and Regulation, the Design Manual, or
at law or in equity.
13.5 Failure to Enforce Covenants. The failure by to enforce any provision contained in this
Declaration shall not be deemed a waiver or in any way prejudice the rights to later enforce that
same provision or any other provision.
DECLARATION 21
ARTICLE XIV
Annexation
14.1 At any time before the Transfer Date, the Declarant shall have the right, from time to time
and in its sole discretion, to annex to the Property and to include within this Declaration all or
part of any property that is contiguous to any part of the Property. Right-of-ways, such as streets
and alleys, do not prevent property from being considered contiguous.
14.2 Notwithstanding anything stated in this Declaration, any annexation authorized in Section
14.1, above, may be made by the recording of one or more supplemental declarations signed by
the Declarant. At the least, a supplemental declaration shall contain: (1) the legal description of
the property to be annexed; (2) a statement that the annexed property is deemed a part of the
Property and subject to the Declaration; (3) and a statement that all owners of any lot in the
annexed property shall automatically be a member of the Association.
14.3 The annexation shall become effective upon being recorded with the Gallatin County
Clerk and Recorder.
14.4 In any property is annexed to the Property pursuant to the provisions of this Article, then
such property shall be considered within .the definition of Property for all purposes of this
Declaration and each owner shall be deemed a member of the Association subject to all right and
responsibilities set forth in this Declaration.
ARTICLE XV
Notice
15.1 Whenever notice is required under this Declaration, unless otherwise stated notice shall
be deemed served if notice is given by mail to the owner’s last known address, email to the
Owner’s last known email address, or personal delivery. The notice is deemed served on the
date it is personally delivered or emailed, or 3 days after it is mailed, whichever date comes
first. The
ARTICLE XVI
Miscellaneous Covenants
16.1 Term of Declaration. The term of this Declaration shall be perpetual, except that any time
after the Transfer Date, 95% of the membership interest may sign a document to terminate the
Declaration. Said termination shall not take effect until the document and all of the required
signatures are recorded in the Gallatin County Clerk and Recorder’s Office.
16.2 Amendment.
16.2.1 Before the Transfer Date, except for those covenants required by the City of
Bozeman under Article XII, the Declarant may amend, modify, add, or delete any
provision of this Declaration, in whole or in part. The amendment, modification,
addition, or deletion shall not take effect until it is recorded with the Gallatin
DECLARATION 22
County Clerk and Recorder and notice provided to all Members. For purposes of
this provision, notice includes posting the amendment, modification, addition, or
deletion on the Association’s website.
16.2.2 After the Transfer Date, except for those covenants required by the City of
Bozeman under Article XII, the Association may amend, modify, add, or delete
any provision of this Declaration upon the approval of 75% of the membership
interest present at a meeting in person or by proxy. The amendment, modification,
addition, or deletion shall not take effect until it is signed by the President,
recorded in with Gallatin County Clerk and Recorder, and notice provided to all
Members. For purposes of this provision, notice includes posting the amendment,
modification, addition, or deletion on the Association’s website.
16.3 Invalidation. Invalidation of any one of provision or part of any provision of this
Declaration by judgment or by Court order shall in no way affect any of the other provisions or
portions of any provision, all of which shall remain in full force and effect.
16.4 The Board of Directors shall have the power to interpret all of the provisions of this
Declaration, and such interpretation shall be binding on all persons.
IN WITNESS WHEREOF, the Declarant has hereunto set its hand as of this
day of
, 2015.
The Lakes at Valley West, LLC
BY:
DECLARATION 23
STATE OF MONTANA )
: ss.
County of Gallatin )
On this _______ day of ____________, in the year 20___, before me, a Notary Public for
the State of Montana, personally appeared ______________________, known to me to be the
person whose name(s) is/are subscribed to the within instrument, and acknowledged to me that
he/she/they executed the same.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the
day and year hereinabove first written.
__________________________________________
_________________________________ (print
name)
Notary Public for the State of Montana
Residing at _____________, Montana
(NOTARIAL SEAL) My Commission expires: _____________