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HomeMy WebLinkAbout028 Design Regulations and Guidelines Draft1 DRAFT(For PUD Preliminary Application) February 21, 2022 Version Shady Glen, Bozeman, Montana Building and Landscape Design Regulations and Guidelines Section 1: Architectural Control 2 This page is intentionally left blank Section 1: Architectural Control 3 TABLE OF CONTENTS Section 1: Architectural Control 1. Introductions, Purposes & Definitions 2. Architectural Control Process a. Intent b. Design Submittal Inclusions c. Start of Construction d. Completion Section 2: Principles of Design 1. Principles of Design Section 3: Architectural Design Guidelines 1. Intent 2. Density, Allowable Uses, Allowable Areas and Setbacks 3. Roofs 4. Exterior Walls 5. Garages & Accessory Buildings 6. Enforcement 7. Declarants Right to Amend Section 4: Landscape Design Guidelines 1. Intent 2. Landscape 3. Fences 4. Site Lighting 5. Dog Kennels 6. Utility Screens 7. Grading and Drainage 8. Yard Art 9. Recreation Vehicles 10. Irrigation Section 5: Appendices Appendix A - Design Review Checklist Appendix B - Perennial Planting List Appendix C - Ornamental Grasses Planting List Appendix D - Evergreen Shrubs Planting List Appendix E - Deciduous Shrubs Planting List Appendix F - Deciduous Tree Planting List Appendix G - Evergreen Tree Planting List Appendix H - Street Tree Planting List Section 1: Architectural Control 4 This Page is Intentionally Left Blank Section 1: Architectural Control 5 Section 1: Architectural Control Introductions, Purpose & Definitions Introductions These Building and Landscape Design Regulations and Guidelines (DRG)_ for Shady Glen are a component of the Declaration of Covenants, Conditions and Restrictions and Reservations of Easements for Shady Glen which are implemented by the Shady Glen Architectural Review Committee (“ARC”) in association with the Declarant and the Shady Glen Property Owner’s Association, Inc. (Association). Purpose The purpose of the DRG is to ensure that all Improvements are compatible with the design objectives and overall aesthetic vision of the Shady Glen Development. This document describes the general nature and appearance of Improvements made to Lots within the community, in order that the ARC may review and approve or disapprove plans, specifications, designs, landscaping, sites and locations of Improvements to be constructed or erected on any Lot within the property. These DRG are meant to promote consistency between the style of landscape design and architecture and the current image of the surrounding area. It is the intention of these DRG to create a sense of community where neighborhoods foster lasting friendships and preserve the value of an Owner’s investment in this unique community. Words used in this document shall maintain their standard definition or as defined by the City of Bozeman Unified Development Ordinance or as defined by the Covenants applicable to this development. If there is a conflict, the City of Bozeman Unified Development Ordinance shall prevail. The Builder/Owner is responsible for coordinating all conflicts with the ARC prior to initiating work. Sustainability A sustainable house is a home that has the least possible negative impact on our environment. Shady Glen encourages designers, builders, and owners to utilize best practices in construction of energy efficient, environmentally friendly, and sustainable buildings when developing homes within the subdivision. Building sustainable homes not only saves money in the long run, but also reduces your impact on the environment and promotes a healthy and vibrant community. Site development should include, but not be limited to utilizing materials and resources in a responsible manner, implementation of right sized building systems, locally sourced, sustainable, and/or recycle materials where appropriate and economically feasible, energy star appliances, water conservation methods, drought tolerant landscapes, and other measures currently endorsed or required by the City. Utilization of design and construction professionals familiar with integrated site design, whole building design, sustainable building and site design, sustainable residential landscape architecture practices and other approaches to developing the site is encouraged. Section 1: Architectural Control 6 7 Architectural Control Process Intent The DRG which follow are intended to complement the City of Bozeman Uniform Development Ordinance (UDO) which govern this community, and to clarify the intention for the design of buildings and landscaping for this project. Specifically, these DRG set forth design criteria that address the building design and location, landscaping, lot density, and other Improvements. The intent of these DRG is to allow as much flexibility as possible while at the same time define a minimum level of quality and consistency of building design which will be consistent with and maximize the quality of the overall project. The unique design elements of the Developer, Building Contractor, Architect, Home Builder, and Owners for both the landscaping and the buildings will be respected, and individual expression is encouraged, provided they are harmonious with the overall plan of the Project. The ARC, and or its assigns, shall review submitted materials and plans for compliance with the DRG for any proposed Improvement and approve or disapprove all plans based on the criteria set forth. No Construction Activity of any Improvement shall be made, erected, altered, placed, or permitted to remain upon the Lot until all required submittals are approved in writing by the ARC and/or its assigns. Applicability The DRG are to be used by all persons involved in Construction Activity to any Lot within Shady Glen. The DRG may be amended from time to time by the Declarant, in its sole discretion. These DRG, and any subsequent revisions, are applicable to all construction commenced within the Subdivision, and any amendments or additions thereto from time to time Standards for Review It shall be the applicant’s responsibility to insure that all proposed Construction Activity shall comply with the International Residential Code, National Plumbing Code, and the National Electrical Code, the DRG and all other applicable codes adopted by any regulatory authority, including but not limited to the State of Montana, City of Bozeman and the Association, at the time of construction. The Architectural Review Committee (ARC) does not review submittals for compliance with any building or safety code and no approval from the ARC should be considered a determination that the Lot Owners’ plans comply with these or any other building or safety codes. All plans must be harmonious with the overall plan for the development. All plans and designs are subjective and approval of such are solely at the discretion of the ARC All plans, materials and specifications must be suitable to the site, adjacent properties, and the neighborhood. All Improvements must be compatible with the surrounding properties so as to not impair or degrade property or aesthetic values. Approval or Disapproval by The Declarant or the ARC The DRG will be administered by either (a) the Declarant or its designee or (b) the ARC, in accordance with procedures set forth in the Declaration. The Declarant/ARC shall have fifteen (15) business days to approve or disapprove the location, construction design, landscaping, and materials used for the home. These fifteen (15) businesses day approval period shall commence once all documents necessary for review as identified in the Design Review Checklist have been submitted. These fifteen (15) businesses day approval period shall apply to both Preliminary and Final Design Review. The Declarant/ARC may request additional plans, project specifications, color samples, or sample materials. If additional documents are requested, the fifteen (15) business days for approval will reset at the time the additional documents are received. The time for plan review shall be adjusted accordingly if plans are submitted during any holidays. Approval of plans shall require a majority of the Declarant/ARC. If approval is not given within the fifteen (15) Section 1: Architectural Control 8 day time limit, the submission will be deemed denied. Upon approval the Owner is also required to secure a building permit from the City of Bozeman, with the Declarant/ARC approval letter as a prerequisite for City review. Upon securing both the Declarant/ARC approval letter and building permit from the City of Bozeman, the Owner may commence construction in accordance with the approved plans. Any deviation from the approved plans, which, in the sole judgment of the Declarant/ARC, constitutes a deviation of any substance from the approved plans, shall be promptly corrected at the sole expense of the Owner. Disapproval by the Declarant/ARC during plan review will require that the applicant adhere to standards set forth in this document. All comments made by the Declarant/ARC are final and shall be incorporated into any proposed Improvement. Building Permits and Compliance Bond No Construction Activity shall occur until approved by the Declarant/ARC. A compliance bond based on current market rates may be required and if so, it will be held in an escrow account administered by the Declarant/ARC. Upon completion of construction and landscaping of the sites, the job will be reviewed by the Declarant/ARC, and when satisfactorily completed, the compliance bond will be released to the Owner. Some or all of the bond shall be used by the Declarant/ARC to complete unfinished landscaping or other work needed on the site, if not satisfactorily completed by the Owner of the site. Inspection of Work Upon the failure of the Owner to complete the agreed upon work within the time allowed, or completion of any Improvement, if the Declarant/ARC finds that such work was not done in strict compliance with all approved plans and specifications submitted for prior approval, it shall notify the Owner and the Directors of the Shady Glen Property Owner’s Association of such noncompliance and shall require the Owner to remedy the same. If, upon the expiration of seven (7) days from the date of such notification, the Owner has failed to commence or communicate an approved upon timeframe to remedy such noncompliance, the ARC shall determine the nature and extent of noncompliance thereof and the estimated cost of correction. The ARC shall notify the Owner in writing of the estimated cost of correction or removal. The Owner shall then have five (5) days to commence such remedy. If the Owner still does not comply with the Directors’ notice within such five (5) day period, the ARC, at their option, may remove the noncomplying design element or remedy the noncompliance, and the Owner shall reimburse the Association upon demand for all expenses incurred in connection therewith, including legal fees, as well as lose any conformance deposit held in escrow. If such expenses are not promptly repaid by the Owner to the Association, the Directors may file a lien against the owner’s property for the unpaid expenses and may foreclose upon the lien as provided in the Declarations for assessment liens, along with any other remedy as allowed by law. It shall not be necessary for the Association to send to the owner a notice of right to claim a lien for any work performed by the Association to correct any noncompliance on the part of the owner. This lien shall run with the land and be enforceable pursuant to the Declaration. Covenants, Conditions & Restrictions In the event of any conflict between the DRG and the Declaration, the Declaration shall govern and control. Owner Responsibility Each Owner has the responsibility to ensure that they have the most current edition of these DRG, and have carefully reviewed the DRG, Bylaws, Declaration, and Property Disclosure. Each Owner is responsible for complying with these DRG and all provisions of the Bylaws, Declaration, and Property Disclosure on file in the public records of Gallatin County, Montana as such documents may be amended from time to time, as well as any applicable agreements, Rules and/or Regulations entered into or adopted by the Property Section 1: Architectural Control 9 Owner’s Association or any applicable governing authority. It is the Owner’s responsibility to abide by the prohibition of hunting and discharging of any firearms in Legends at Bridger Creek II, as the community is located within the City of Bozeman. Design Submittal Inclusions A review fee will be required at the time of submission of all the design submittal documents and materials. The fee shall be evaluated and set by the Board from time-to-time. The combined Pre-Application fee along with the Final Design Review Application shall be $900.00. The committee will not commence upon a review of any kind without being in receipt of all items identified in the pre-review and final review checklist (See Appendix A). We recommend you submit plans, elevations, and desired exterior colors for preliminary review. These preliminary reviews can expedite the review process by identifying potential conflicts with the DRG as well as identifying potential solutions. This typically results in a cost savings by identifying conflicts prior to finalization of your construction drawings. The ARC does not review plans and applications for compliance with City Zoning or Building Code Requirements. It is the applicant’s responsibility to coordinate and comply with appropriate reviews as required by the City of Bozeman. Completion Once started, all work on any Improvement upon any Lot must be maintained on a continuous and diligent basis until completion, which shall not exceed 18 months, unless otherwise approved in writing from the ARC. Section 1: Architectural Control 10 Section 1: Architectural Control 11 Section 2: Principles of Design Following are basic Principles of Design which serve as the basis of design at Shady Glen. These principles are the required building blocks to maintain the quality of design expected at Shady Glen and supplement the requirements of the City of Bozeman Municipal Code sections and standards applicable to development within the City limits. Each project will be evaluated based on the Principles outline in the DRG by the BMAC. This evaluation will serve as the litmus test for the acceptability of the presented designs. Site Evaluation and Design Shady Glen is set within a wonderful natural environment which has a special and unique quality to be respected and preserved. The design of the development embraces the natural environment and strives to celebrate it, while providing an elevated quality of life for its residents. The intent of development standards is to set the parameters for development and define building envelopes for each Lot throughout the Shady Glen community. The standards should not limit creativity or individuality for design, but rather ensure quality neighborhood design. These development standards have been derived from the City of Bozeman Unified Development Ordinance and the comprehensive vision for the community. The beginning of each design shall begin with site evaluation. This evaluation encompasses solar orientation, wind/weather patterns, relationships to prominent views, relationships to neighboring views, and engagement of the street edge. Consideration should be given to drainage patterns of the site, assuring that water is not ushered onto adjacent properties or into the wetlands. Careful consideration must be taken when considering floor elevations and site grading. All surface runoff from the building site, front and side lot areas, back yard to the extent feasible, will need to drain to the street. Once homes are built, roof and downspout runoff will need to be directed toward the street. Alternatively, roof drainage may be routed to rain barrels or on site infiltration facilities such as rain gardens or dry wells. These stormwater management requirements do not apply to Lots 15 and 16, all of which will drain to the surface retention basin. Designs shall consider interaction with neighboring properties such that excessive shading caused by structures does not fall onto adjacent properties. Landscape Design considerations will be a critical component to a successful Site Design. Section 2: Principles of Design 12 Scale Designs elements should be of a variety of scale, create a diverse and interesting composition. Larger volumes should be broken down into smaller elements, addressing the pedestrian scale. Homes should be scaled to fit their associated property, as well as the personality of the design concept or style. Rhythm Architectural design elements of the same scale which are repeated on a regular basis create rhythm and should be employed when appropriate. Windows, structural supports, color, exterior light fixtures, and building massing all have the potential to contribute to successful rhythm and ultimately design. Section 2: Principles of Design 13 Proportion Proportion is the relationship of a part to the whole. Proper proportion results in balance, where one element does not unnecessarily dominate another element. Elements such as windows and doors should be proportionate to the walls in which they reside. Additionally, rooms should be proportionate to the functions which they serve (a Bathroom should not be the same size as a Great Room). The result of properly proportioned building elements if that of harmony and balance. Balance Proper balance is an equal distribution of weight or in the case of buildings, design across an element. Homes should be designed holistically, so as to create interest across all aspects of the home, not just one face of the home. There should be a focal point to a balanced design, with supporting design elements across the remainder of the design. Balance is largely attributable to building masses and their size relationships to other building masses. Section 2: Principles of Design 14 Color The homes within Shady Glen are to be a variety of colors. Exterior wall colors used shall be tones which harmonize and complement the surrounding site and neighboring buildings. Trim may be more colorful and contrasting in order to add visual interest. Wall colors shall not be applied in a way that creates horizontal bands of color. Colors shall be applied to volumes of built elements. Color schemes shall be unique from the two directly adjacent properties in each direction to create visual interest. Texture and Shadows The surrounding natural environment has a wide variety of texture resulting in visual stimulation. Home designs in Shady Glen should make efforts to create variety through texture. Textures should not be overly emphasized as this can create an excess of visual stimulation and be detrimental to design. Texture can also be used to create variety with a limited color palette, utilizing shadows as a design element. Shadow should be employed to create dramatic effects of contrast. This can be in the form of deep eaves, deep window trim, and use of materials to name a few Section 2: Principles of Design 15 Materiality Exterior materials shall emphasize the high quality of homes designed for Shady Glen. Materials shall be complementary to one another and harmonious in nature. Application of materials shall be considered artfully. Materials shall not be placed to create horizontal bands of material across the building. Acceptable wall cladding materials are natural and manufactured stone and brick, wood siding (painted or stained), cementitious siding (painted), and stucco. Metal siding will be approved on a case by case basis provided it is of high quality and should not be considered the primary exterior material. Vinyl siding and T1-11 plywood siding will not be allowed. All material transitions shall occur at an inside corner. Natural materials (i.e. stone, wood) will be required as a primary material of each home. Design Integrity Design Integrity refers to the positive influential impression the home leaves on a viewer. Homes that comply with the previously referenced Principles of Design will result in a home with Design Integrity. Section 2: Principles of Design 16 Section 2: Principles of Design 17 Section 3: Architectural Design Guidelines Intent To achieve diversity and interest in Shady Glen, numerous architectural styles are highlighted and noted within this document. The intent of the following architectural guidelines is to provide for a degree of continuity throughout Shady Glen development while allowing personal taste in choice of housing style. Furthermore, the intent is to establish standards and theme direction to ensure that the type of housing constructed is comparable to and blends with the eclectic styles of housing found in the surrounding developments, and that the type of housing avoids the appearance of “tract housing.” Variances to the DRG may be considered by the ARC based upon design merit. All homes shall fully comply with the International Residential Code, as well as all pertinent codes established by the State of Montana, Gallatin County, and the City of Bozeman. Shady Glen is intended to be a pedestrian friendly neighborhood that highlights a connection to the local environment – with an emphasis on the local wetland habitat. Homes shall address the street scape, have prominent front entries, and be architecturally designed with features that capitalize on the views of the Gallatin Valley. The homes are to be designed to reflect the aesthetic lifestyle while providing contemporary floor plans consistent with the needs of today’s families. All homes are to be designed by a Montana licensed architect. Exceptions may be considered based upon design merit as approved by the ARC. Homes are to be based upon the following design styles: • Contemporary • Craftsman • Farmhouse/Modern Farmhouse • Prairie • Mountain Modern In most cases, multiple elevations are typically visible from the streetscape and adjacent properties, therefore they shall be treated with adequate articulation, materials, and color in keeping with their individual architectural styles to enhance their appearance and create an aesthetically appealing community environment. Articulation and use of materials shall be carefully considered and applied. Large, blank expanses of walls are to be avoided. The following section suggests multiple ways to accomplish this. The ARC shall emphasize the need for interesting architectural detailing and form, through selection and variation of materials facing public views. The roofs of residences must include sufficient interest and variation through the use of secondary roof forms, dormers, interrupted roof ridge lines, exposed rafter tails, and other variations of traditional vernacular roof systems. Section 3: Architectural Design Guidelines 18 Density, Allowable Uses, Allowable Areas and Setbacks Density No more than one (1) single household residence may be built on each single household Lot and one Townhouse on each of lots 15 and 16. Accessory Dwelling Units (ADU’s) may be allowed upon Conditional Approval by ARC and City of Bozeman. ADU’s must comply with City of Bozeman regulations. Allowable uses: Lots 1-14 are designated as Single-Family Residential Lots. Lots 15 and 16 are designated Townhome lots. All Lots are exclusively for residential purposes and not more than one household (as defined by the City of Bozeman Unified Development Ordinance) shall occupy such residences, provided however that nothing in this subparagraph shall be deemed to prevent any person from pursuing his or her calling upon the Lot or dwelling unit owned by or occupied by such person, if such person primarily uses such Lot or dwelling unit for residential purposes, is self-employed and has no employees working on such Lot or in such dwelling unit, and does not advertise any product, work for sale, or service provided to the public upon such Lot or dwelling unit. The Leasing of any Lot from time to time by the Owner thereof is subject to all the restrictions as may be adopted from time to time by the Association Home occupations or professions shall be allowed on Lots in Shady Glen provided that they adhere to the requirements of the City of Bozeman Uniform Development Ordinance and the Declaration. No advertising or directional signs relating to a home occupation or profession shall be allowed within the private, public, or commonly held lands within Shady Glen. Any such home occupation or profession may require a City of Bozeman Home Occupation License or Business License. Setbacks Each Lot in Shady Glen shall have a buildable area determined by building or structure setbacks as stipulated by the City of Bozeman in effect at the time the Development was approved. If a utility easement is greater than the building setback required by the City of Bozeman Municipal Code Requirements, said easement shall apply. For all Lots other than corner Lots, the setbacks are as follows: Front Yards Adjacent to Local Roads 15 feet Side Yards 5 feet Rear Yards 20 feet For all corner Lots, the setbacks are as follows: Front Yards Adjacent to Local Roads 15 feet Side Yards Adjacent to street 15 feet Alternate Side Yard 5 feet Side Yards Adjacent to open space 5 feet Rear Yard 20 feet Section 3: Architectural Design Guidelines 19 Height Limits Household building heights within Shady Glen shall be based upon current zoning allowable building heights as established by the City of Bozeman Municipal Code. Building height shall be measured from the highest ridge to the lowest adjacent grade as illustrated in the figure to the right. On complex buildings with multiple heights, the building height shall be determined by, calculating the highest ridge line of the building, and measuring to the average of the highest and lowest existing grade across the site from front to back yard. Finished grade shall be the final elevation of the surface material, whether soil, paving, or decking, adjacent to the building as shown on the Architect’s drawings. With the approval of the ARC, chimneys, cupolas, and other architectural features may exceed the given height limitations by no more than six feet. Special consideration to the height limitations may be given to unique architectural designs, determined solely by the ARC The maximum building height shall never exceed the allowable maximum building height as stipulated by the City of Bozeman. Maximum and Minimum Dwelling Sizes Each single household Lot (excluding townhomes) shall provide the minimum living space exclusive of garages, decks, porches and carports of 1,800 square feet. Two story households are required to have a minimum footprint of 1,200 Square feet excluding decks, patios and outbuildings. Any volume containing the front door of the house shall be 10’ wide at a minimum. All building first floor levels shall make every effort to be constructed 1’-6” above the adjacent top back of curb at road to avoid potential problems with high ground water in the area. The Lot Owner is encouraged to solicit a professional engineering evaluation of groundwater conditions on their specific lot, prior to foundation design. Basements are strongly discouraged. Section 3: Architectural Design Guidelines 20 Roofs Roofs are a major element in the building design and therefore will be emphasized by the ARC. Shape and Form: Traditional gable, hip and shed roof designs used in creative and aesthetically pleasing combinations are encouraged. Secondary roof forms are highly recommended in designs for Shady Glen. They can be particularly effective when special care is given to their massing and pattern. In addition, no roof ridgeline shall extend more than forty (40) feet without interruption by an intersecting roofline, secondary roof structure, or step-down roof in order to break up the overall roof mass. Pitches Roof pitches shall be chosen to accentuate the individuality of the building design. Careful consideration should be given to the climate and detailing of low slope and flat roof elements if they are to be implemented in the design. Each individual lot owner to route their roof drainage to rain barrels or on site infiltration facilities, or to surface drain the runoff to the front side of the lot where it will collect in the street (this does not apply to Lots 15 and 16, all of which will drain to the surface retention basin). Secondary Roof Structures Dormers, skylights, and chimneys are considered secondary roof structures. Dormers and most other secondary roof structures are encouraged, both to add interest and scale to major roof areas and to make habitable use of the space beneath the roofs. Dormers and other secondary roofs may have gable, hip, or shed forms and may be stacked in multiple forms. Eaves, Soffits, and Fascias Eaves may have a horizontal or angled return to the wall. Soffits shall be required to cover all rafter tails and rough framing material, except where framing members are intentionally exposed, finished, and protected from exposure. All roof edges shall have a built-up (2) piece fascia (minimum 5-1/2”:3-1/2” ratio for built-up fascia). Larger fascias shall be deemed necessary by the design review committee as it pertains to building scale. Skylights When designing the location of skylights, consideration should be given to both the interior and exterior appearance of the unit. Locations should also be coordinated with window and door locations. Skylights shall be located away from the valleys, ridges, and other areas where drifting snow and ice may hinder the performance and safety of the unit. Solar Collectors Solar collectors shall only be allowed as conditionally approved by the ARC. If allowed, solar collectors shall be integrated into the overall roof design and shall be placed parallel with the slope of the roof or wall of the building, located so as to minimize their appearance from public right of ways. Section 3: Architectural Design Guidelines 21 Roofing Materials Roofing materials shall enhance the building and need to be compatible with the single household residential neighborhood characteristic of Shady Glen. The recommended roofing materials are natural cedar shakes, cedar shingles, metal roofing, fiberglass, and asphalt composition shingles in an “architectural” grade. Other materials may also be considered with written approval of the ARC. 3-tab asphalt shingles and exposed fastener delta rib metal roofing will not be permitted. Gutters Downspouts and Flashings Gutters and down spouts must be of a color and finish that blends with the finish colors of the structure. Exposed galvanized material will not be allowed unless pre-patinaed. Painted elements shall have factory applied coatings only. Flashing materials shall be copper, painted, or anodized sheet metal. Chimneys, Roof Mounted Equipment, and Ventilating Roof Penetrations Chimney and all roof-mounted equipment shall be integrated into the overall roof design and screened. All sewer, bathroom, clothes dryer, how water heater, wood or gas stove, or other roof venting stacks shall exhaust to the exterior of the building, and not into the attic, crawl space or basement. The visibility of all such venting stacks from the street front shall be minimized, and all such stacks shall be painted a color as similar as possible to the roof material color. Exterior antenna and/or satellite receivers shall not be located where visible from the street and should be screened subject to approval by the ARC. Chimneys can be an excellent design feature. They are naturally strong elements due to their prominence and visibility. A careful choice of materials and proportions is necessary to fully benefit from the chimney as design element. The use of exposed concrete block or exposed stovepipe type chimneys is not permitted. The proportions of the chimney should give a substantial, stable appearance. Fireplace and mechanical flues and vents should be consolidated and enclosed within the chimney. All fireplaces and wood burning devices must be approved by the United States Environmental Protection Agency and must comply with any applicable state or local requirements. All chimneys must contain spark arrestors. Owners are encouraged to plumb burning devices for natural gas. Exterior Walls The exterior walls are one of the most important aesthetic elements in the building design and will reflect the image of the entire subdivision. Elements of specific concern are indicated in the Principles of Design portion of this document. The scale and proportion of the exterior walls must have inherent interest and diversity and harmonize with the high-quality nature of Shady Glen. Log homes will not be allowed. Section 3: Architectural Design Guidelines 22 Foundation Walls In the interest of creating a close integration between the Residence and its site and landscape, foundations and grading should be designed to give the appearance of residences emerging from the ground. Exposed concrete foundation walls shall be limited to a maximum eighteen (18) inches from the bottom of siding to the finished grade. Exposed concrete exceeding eight (8) inches shall be covered by continuous year-round shrubbery, masonry veneer, or rigid metal that will not oil-can and will stand the test of time. Materials Acceptable wall cladding materials are natural and manufactured stone and brick (as approved by the ARC), cementitious siding, natural wood siding, which is painted or stained, metal siding and stucco. Vinyl, aluminum, and plywood siding such as T1-11 will not be allowed. Stone/masonry veneer shall terminate on an interior corner and shall not be applied to only one façade of the building. The ARC will consider other building materials on a case-by-case basis pending their conformance to the overall character of the development. All materials will be required to be submitted to the ARC for review. Use of natural materials is desired and encouraged as a primary finish of each home. Massing Wall Form No wall shall consist of a single finish treatment for more than fourteen (14) horizontal feet without interruption by a wall projection or a different siding material, widow, wall corner, chimney, wall recess, porch or other architectural form that adds interest. Windows and Doors Windows and doors are an important architectural element and therefore significant numbers are highly encouraged. All glazing in windows and doors shall be of double or triple glazing. No mirror or colored glazing shall be allowed. All divided lights and or simulated divided lights shall be positioned on top of the glazing rather than between the glazing panels. All windows and doors shall be vinyl, aluminum clad, finished wood or other material acceptable to the ARC. Sliding vinyl windows shall not be allowed on primary building elevation. Unclad custom-built windows for individual applications shall trimmed and painted to provide consistent appearance with all other windows of the home. Custom-built windows must be approved by the ARC on a case by case basis. The patterns, sizing, symmetry (or asymmetry) of windows and doors determines the scale and feel of a home. The ARC will require that the following aspects be carefully addressed in the window and door design: Consistency of types and shapes Window patterns consistent with design of the structure Section 3: Architectural Design Guidelines 23 Decks, Balconies, Patios and Porches Decks, balconies, patios, and porches shall be designed to enhance the overall architecture of the building by creating variety and detail on exterior elevations. Decks at grade level shall be skirted to grade. Decks which are on the second story (that are not cantilevered) and high off the ground shall either be sided down to a continuous concrete grade beam and sided with the same siding as the main body of the structure, or they shall be required to have additional mass and size in the vertical support posts and a soffit treatment to the underside of the deck which is approved by the ARC. Treated Douglas Fir, except in structural members, is not an acceptable decking material. All structural supports shall have a substantial base designed to accentuate the home. Entries The Entry shall be the dominant feature of each home in Shady Glen as viewed from the street. Particular attention and detail shall be applied to the primary entry. The ARC encourages the use of quality doors, use of windows, and other architectural elements to enhance the entries and provide a welcoming and interesting approach. Exterior Lighting All residential lighting (non-street lighting) shall be illuminated with lights that meet the City of Bozeman standard requirements. In addition, all outdoor residential lighting shall be free of glare and shall be fully shielded or shall be indirect lighting. No illumination shall extend beyond a property’s Lot line. No unshielded lights shall be permitted. No mercury vapor or high-pressure sodium lights shall be permitted. For the purpose of this paragraph, the following definitions shall apply: • Fully shielded lights: outdoor residential light fixtures shielded or constructed so that no light rays are emitted by the installed fixture at angles above the horizontal plane as certified by a photometric test expert • Indirect light: Direct light that has been reflected or has scattered off of other surfaces • Glare: Light emitting from a luminary with an intensity great enough to reduce a viewer’s ability to see, and in extreme cases, causing momentary blindness • Outdoor Lighting: The nighttime illumination of an outside area or object by any man-made device located outdoors that produces light by any means. Section 3: Architectural Design Guidelines 24 Garages & Accessory Buildings Each single household home is required to have a minimum of an attached or detached two (2) car garage with a sectional roll up door(s). In creating a sense of community, it is important that the front entry, rather than the garage dominate the front elevation. All garages shall be subordinate to the home and as such shall be designed in a manner as to not be the dominant feature of any home. Consequently, side-loading or recessed garage configurations are required for residences without lane access. In most cases, massing requirements will require offsetting of front-loading garages. Carports are discouraged, but are subject to reviewer approval, and must be integrated into the overall design of the elevation. Garage doors shall be subdued and oriented away from the street when possible. Garage doors shall be de-emphasized in the elevation of the residence. Garage elevations and doors are an integral part of the design of any residence. Consequently, architectural forms, materials and design details used in the residence’s elevation, should be incorporated into all garage elevations. The use of decorative garage doors with relief or trim compatible with the architectural style of the residence is required. Plans for front-loaded garages must incorporate the following: • Garage doors must be located on a plane which is set back a minimum of five (5’) feet from the front plane of the house or front entry - whichever is closest to the front yard. In the case of a corner Lot, it shall be set back from the front and/or side yard that contains the front door for the residential portion of the house. The front plane of the house shall be at a minimum of 12’ long. If the house is located on a corner Lot and the garage door and the front door of the residential portion of the house face the same street, the garage shall be located on the side of the house opposite the nearest intersecting street, so that the garage is on the side of the house nearest the mid-point of the Block. • Garage doors shall be recessed to a minimum of six inches in an exterior wall. • A third garage bay on front elevations is allowed if distinctly separated from the other two bays. At least two feet of horizontal separation and an appropriate change in roofline is required. • Detached garages located behind the primary home are encourage. These garages should consider a central green strip running down the driveway from the sidewalk to the garage to reduce the amount of impervious surface at each residence. • Side access configurations which orient the garage doors outwardly to the side yard are allowed. • Corner configurations shall orient the driveway and garage doors to the secondary streets. In such cases, the garage door must still be screened from view from both the primary and secondary streets. For Lots at the intersection of two streets, houses shall have the entry walkway and porch accessed from the same street as the adjacent Lot closest to the mid-point of the block. The intention is to end the block with houses that relate to the street in a similar manner as mid-block houses. Bozeman, MontanaShady Glen Section 3: Architectural Design Guidelines 25 Accessory Buildings will be allowed in Shady Glen on a case by case basis. Design of accessory buildings is to be cohesive in style with the primary building. Accessory Buildings include but are not limited to: ● Storage Buildings ● Saunas ● Guest Quarters ● Personal Work Shops Image illustrates cohesive design between primary structure and accessory structure Prohibited Building Types Prefabricated, modular, mobile, factory built and/or kit buildings of any type are prohibited. Accessory Dwelling Unit Accessory Dwelling Units (ADU’s) are permitted in accordance with the City of Bozeman UDO requirements. All ADU’s shall not exceed the maximum height of the primary residence. All ADU’s shall conform to City of Bozeman UDO requirements as well as any other necessary approvals as determined by City, County and State. Confirmation that the design complies with the City requirements shall be submitted with the application to the ARC. Section 3: Architectural Design Guidelines 26 ENFORCEMENT Enforcement of the DRG shall be through the Declarant, and after the Declarant Control Period ends the Shady Glen Property Owner’s Association. AMENDMENT During the Declarant Control Period the Declarant reserves the right to amend these DRG as the Declarant deems necessary or advisable. Such amendments shall have prospective application only, unless agreed to by the affected homeowners. During the Declarant Control Period, each Lot Owner and each holder of a mortgage or trust indenture on a unit, by acceptance of the deed or security instrument, hereby consents to all such amendments and grants unto the Declarant, as well as its successors and assigns, a limited irrevocable power of attorney, coupled with an interest, to amend this document without the need for a vote of the owners.After the Declarant Control Period, these DRG shall be amended by a majority of the Board, at a regular or special meeting of the Board at which quorum is present. Except for changes in various fees allowed under the DRG (which shall be amended without Membership input), before such amendment can occur, the Board must notify the members of the proposed amendment(s) and hold a Meeting of the Membership . The purpose of the Membership meeting is to allow the Membership to address any concerns, questions or other matters regarding the Amendments . Section 3: Architectural Design Guidelines 27 Section 4: Landscape Design Guidelines Intent The overall vision for the landscaping of Shady Glen is one that enhances the residents’ quality of life and gives them a feeling of living harmoniously with the surrounding natural environment. The landscaping shall take advantage of the vegetation found throughout the region. Since a main focus of the community is towards pedestrian activity, the landscaping shall play a major role in making Shady Glen a comfortable and visually pleasing place to walk. The landscaping shall be a unifying tool, providing some visual continuity throughout, while also enhancing the homes, trails, and the common open spaces. All landscape and site design shall strive to create unique and inviting environments, both within the personal character of an individual property and through the enhancement of the development as a whole. Landscape Landscaping can be effectively used to accent driveways, define space, create “soft” privacy screens, and reduce the visual impact of fences, and sheds. Since landscaping is a living and growing design element, consideration should be given to the relationship between the applicant’s Residence and adjacent Residences. Planting and maintenance of trees and shrubs may not obstruct sight lines required along roadways. Thematic landscape features with overly distinctive colors, forms or materials that establish an independent theme that detracts from the overall street scene, such as excessive sizes or quantities of glass blocks, mirror balls, pink flamingos, Astroturf, rock gardens, paving, gravel roads, railroad ties, are not permitted in private yards where visible to the streets and other Lots. These DRG provide: the buffering of properties from wind and snow; the screening of parking for residences and pedestrian areas; the enhancements of entry areas for individual buildings; guidance for the conservation of water and the encouraged use of native or water-wise plant species. General Requirements ▪ All landscape designs shall be drawn and stamped preferably by a Landscape Architect Licensed by The State of Montana, or professional landscape designer with demonstrated experience. ▪ Landscaping and outdoor Improvements must be completed within nine (9) months of substantial completion of any or each structure. Section 4: Landscape Design Guidelines 28 ▪ Ensure proper erosion control techniques are implemented: All disturbed areas must implement erosion control techniques to ensure on-site and off-site protection. Slope stabilization is required on all slopes 3:1 and greater with Best Management Practices (BMP’s) implemented as necessary. ▪ Conflicts with utilities: All landscape plans shall clearly illustrate all proposed utilities and infrastructure, both in plan and legend. All landscaping and irrigation shall begin only after a thorough utility location survey is completed. ▪ Landscape remodels: All landscape remodel projects are to be consistent with the DRG. ▪ Landscape remodels and additions must be approved by the ARC prior to installation. ▪ No Lot Owner shall fill or obstruct the natural flow of any borrow ditch or drainage swale with the exception of the materials placed for the location of the driveway culvert. No borrow ditches may be filled. ▪ Pursuant to regulations and requirements imposed by the City of Bozeman, boulevard trees within the Rights of Way (ROW) adjacent to any Lots with sidewalk and boulevard strip. The City of Bozeman street tree guide should be used when selecting plant species. The trees must comply with the City of Bozeman requirement and the DRG. The City of Bozeman requirements with respect to boulevard tree planting will take precedence when discrepancies arise with the DRG’s. Drive Surfaces Concrete ● All concrete to have hand tooled edges and joints with a 1/4” radius and 3/4” depth. ● Concrete paving may be used for driveways, sidewalks, and curbing. ● The use of dyed or colored concrete will be considered on a case-by-case basis as an alternative to standard concrete within its permitted uses. Natural colors are preferred. ● A color sample must be presented to the ARC for review and approval prior to installation. Sidewalks ● All sidewalks to be concrete poured at a minimum depth of 4”. ● All jointing and edges to be hand tooled with a 1/4” radius and 3/4” depth. ● All sidewalks shall comply with The City of Bozeman standard and maintain a minimum width of 5 ft. Parking ● Parking is to be limited to private driveways and individual garages. The parking of vehicles in any non-designated area including side yards, front yards, back yards, parks, common open spaces, and open spaces is not permitted. Section 4: Landscape Design Guidelines 29 Noxious Weeds and Re-vegetation ● Owners shall control all noxious weeds on their respective Lots and shall destroy them according to county standards. ● Revegetation shall be approved in advance by the ARC and shall be required for all disturbed areas. ● Natural, native, and drought tolerant species are encouraged. Native species, as well as species that are well adapted to our climate, are suitable for planting. Any plant that has proven to be invasive in our geographical region, for example: Russian Olive, will not be allowed. Non-native species may be restricted or prohibited and must be approved by the ARC before planting. Non-native plants that have been cultivated for their ornamental qualities and are proven to be well adapted to our climate will also be accepted. • Any proposed lawns that may necessitate the use of fertilizers must be graded to drain away from the wetlands. Planting Residential Tree Requirements • All Lots are to plant a minimum of seven (7) total trees including required street and boulevard trees with a caliper size of 2” for four (4) trees and a caliper size of 2.5” – 3” for (3) of the trees, and are to be chosen from Shady Glen approved Tree List (See Appendix). Any alternate species must be submitted to the ARC for review and approval prior to installation. Three (3) of the minimum seven (7) required trees shall be coniferous. Coniferous trees shall not be less than six (6) feet in height. • The planting hole shall be at least twice the diameter of the root ball, the root flare of the newly planted tree invisible and above ground, and there shall be a mulch ring 3’-4’ in diameter around each newly planted boulevard tree. • In order to facilitate proper root growth for plants, it will be required to have 4”-6” of topsoil minimum. Section 4: Landscape Design Guidelines 30 Section 4: Landscape Design Guidelines 31 Residential Mixed Planting Beds • Planting beds are to contain mixed shrubs and perennials. The naturalized massing of species is preferred to the sporadic planting of individual species. Mixed perennial and shrub planting beds shall be used in the screening of building entrances, parking areas and around building perimeter. No exposed concrete building foundation will be allowed and must be screened through landscape plantings for the perimeter of the building. • Perimeter mixed planting beds are required in all areas of exposed foundation. Additionally, two (2) appropriately sized mixed planting beds in the front yard and one (1) mixed planting bed in the back yard are required. Perimeter landscaped beds that hold the purpose of screening exposed foundation should not be less than 4 ft in width. • The use of native and/or waterwise plantings is encouraged. Cultivars of native species are also encouraged. • All perennials and shrubs are to be selected from the DRC Approved shrub and perennials list (See Appendix), any alternate species to be submitted to the ARC for review and approval prior to installation. image illustrates the naturalized massing of species amongst each other image illustrates planting multiple groupings of plants, in a single landscape bed, for a more natural appearance Section 4: Landscape Design Guidelines 32 Image illustrates mixing shrubs and perennials in a landscape bed. Image illustrates the massing of one plan species being framed by boulders. Images illustrate a few plant options from the Shady Glen Approved Planting Lists provided in Section 5: Appendices. Pictured left to right: Terracotta Yarrow, Kinnikinnick, Russian Sage Lawns • All designated lawn areas to be established by either sod or seed, the use of drought tolerant sod mixes is encouraged. All lawn areas to be clearly indicated on landscape plans. Rock and gravel type ground covers will not be allowed as a general surface finish, but, may be used as a groundcover with at least half of the surface area covered with approved plantings. Section 4: Landscape Design Guidelines 33 Fences Fences – Approval and Restrictions Fencing is permitted pursuant to the DRG, the City of Bozeman Municipal Code, and Reviewer approval. Front Yard Fences Front yard fences are strictly prohibited. Fences around gardens are permitted provided that the size and construction type shall have been approved by the ARC. Front fence line shall be set back a minimum of 1/3 the total Lot depth from the front property line. Rear Yard Fences Fencing style is to be wood post and open rail format, approved by ARC, so as to not obstruct views to and from adjacent Lots. In ground electrical fences are allowed for security of pets. Lot owners will be required to install fencing along the lot lines bordering the Shady Glen Wildlife Refuge to provide separation, and improved safety, to the homeowners and the general public. These fences shall connect to each other to form a continuous barrier to household pets traversing this boundary. Privacy Fences A privacy fence will alter the appearance of a Lot and adjacent Lots. For this reason, it is recommended the Owner discuss fencing plans with adjacent Lot Owners prior to filing an application with the ARC. Generally, privacy fencing shall be respectful of views and promote an integrated neighborhood. Coordination and collaboration with adjacent Lot Owners is recommended. Existing Fences If an owner plans to attach a fence to an existing fence on a neighboring Lot, or if the Owner’s contemplated fence will at any point be on the Owner’s property line, or cross the property line onto an adjacent Lot, it is highly recommended that the Owner obtain written approval from the Owner of the affected Lot prior to filing an application with the Reviewer. Property Survey – Fences Owners must determine the exact location of their property line and make sure that any contemplated fence will not encroach upon an adjacent Lot. It is recommended that Owners, who are unsure of their property line location, have a professional survey completed to avoid any conflicts. In the event of a fence is located outside of the Owner’s Lot, the Owner will be liable for all costs associated with relocation of that fence, including the cost of a professional survey. Section 4: Landscape Design Guidelines 34 Fencing Materials and Design Fencing posts and rails can only be made of wood and of an open style design. Fourteen (14) gauge galvanized wire with no less than a 1”x1” mesh pattern is acceptable to enclose open space between rails. The fence may not exceed three (3) feet six (6) inches in height. The wood selection and finish shall be complementary to the other built elements located on the site to provide unity to the Lot design. All fence materials and construction type shall have been approved by the ARC prior to implementation. Fences around gardens may exceed three (3) feet six (6) inches in height provided that the size and construction type shall have been approved by the ARC. Review and Approval To maintain uniformity in design throughout the development fence plans are to be submitted to the ARC for approval. When installed, fencing must be set back a minimum of 1/3 the depth of the property line from the front property line. Fencing Types and Materials: 1. “Open” (non-solid) wood fences, such as split rail and horizontal board. 2. Low stone walls (when used as an extension of stone foundations; and 3. Wing wall extensions that match building materials. The following fence types will not be allowed: 1. Concrete block 2. Chain link 3. Stucco 4. Solid board 5. Brick. In all cases, the side of the fence which is more finished than the opposite side must be constructed with the finished side facing out (toward neighboring properties) and the framing side shall face the Owner’s Lot. Section 4: Landscape Design Guidelines 35 All fencing boards, when installed next to an existing fence, shall align with existing fence board. All fencing (if approved) in Shady Glen shall be of similar style, height, and finish. Fencing shall be stained with a consistent color stain. The ARC recommends Mesmers UV Plus Natural Redwood or an approved equal. Stain color must be identified when submitting a fence plan to the ARC for approval. Site Lighting • All landscape and site lighting must comply with the Shady Glen lighting standards. • The use of ‘up lighting’ of any landscape or architectural feature is not permitted, all landscape and site lighting must be ‘Dark Sky’ compliant. • All lighting must be fully shielded and free of glare, no illumination shall cross over the lot line of a property. • No mercury vapor or High-Pressure sodium lighting will be permitted. • All landscape lighting is to be considered on a case-by-case basis and must be clearly indicated on all landscape plans and manufacturer cut sheets must be submitted to the ARC for review prior to installation. Street Lighting Each house will provide a single streetlight which will be standardized for the entire subdivision and will be located at the inside comer of the driveway and the sidewalk. These streetlights will be a free-standing decorative light. All light fixtures shall be arranged to deflect down and/or away from adjoining properties or streets. They will be placed at a minimum height of six (6) feet measured from the top of the sidewalk adjacent to it to the bottom of the light fixture itself. Light fixtures must incorporate cut-off shield to direct light downward. Fixtures should be compatible with architecture and site design. Luminaries shall not be visible from adjacent streets or properties. Section 4: Landscape Design Guidelines 36 Approved Light Fixture: Hinkley Dwell 27 ¾” x 8 ¼”, Dark Sky rated, Outdoor Post Light. Model # M8064. Mount to 3” Diameter by tall 6’ pole. Black Finish with clear, seedy glass. Dog Kennels and Chicken Coups • Dog kennels and chicken coups are not permitted within the front yard of any residence. • Kennels and coups within the back yard of a residence are to be constructed of wood, or metal. No chain-link material is to be used for any part of the kennel structure. • All kennel and coup designs and locations must be submitted for review and approval by ARC prior to installation. Utility Screening Screening and buffering shall be used to mitigate conflicts between dissimilar land uses and to visually disguise unsightly elements as viewed from both within and outside of the site boundaries. Utility meter shall be mounted on the side elevation of the home closest to the utility service and in accordance with all applicable codes and per requirements of the service provider. All mechanical equipment (including air conditioner condensers, power transformers, tv/phone boxes, etc.) must be screened through landscaping or architectural means. When landscaping around pad mounted Transformers, all shrubs and trees must accommodate Minimum Working Space of 4 feet on the sides and back of the concrete pad and 10’ from the front of the pad where the doors are located. All transformer location and landscaping must be coordinated with NWE project engineer. Section 4: Landscape Design Guidelines 37 Grading and Drainage • Positive drainage, of a minimum 2% slope away from any structure for a ten (10) foot radius must be maintained for all structures within the development. All front and side yard lawn area and back yard lawn areas to the extent feasible, must be graded to drain to the street and away from the wildlife refuge. • The fill slope adjacent to the wildlife refuge (within the 20’ setback area) shall be maintained. Any disruption or disturbance shall be restored to original condition and planted with native grasses that shall remain in place during and after lot development. • Finished grade is to be known and established prior to the installation of any hardscape elements such as: sidewalks, driveways, walkways, patio, and walls. • The use of retaining walls will be considered on a case-by-case basis and must be approved by the ARC prior to installation. A retaining structure will only be approved if its use is deemed necessary to achieve the desired grade in order to maintain positive drainage. • The use of permeable pavers for patios and other flat surface within the property line are encouraged and will be reviewed and approved by the ARC on a case by case bases. Yard Art Yard art is not permitted in any front yard area. The use of yard art in the back yard of a residence will be considered on a case-by-case basis and must be approved by ARC prior to installation. Irrigation All landscape areas including street trees, boulevard plantings, lawn and seeding areas, trees, shrubs, and flower beds shall be irrigated with an EPA compliant, permanent smart watering system with weather sensor installed by a qualified irrigation contractor upon initial landscape installation. Section 4: Landscape Design Guidelines 38 • An ‘as-built’ irrigation plan is required upon completion of installation, and must be submitted to the ARC, the plan shall clearly indicate the location of all irrigation components including all irrigation lines, valves, wiring, sleeves, and sensors as well as static and operating pressures. • All lawn and seeding areas are to be irrigated with a permanent overhead watering system utilizing water efficient spray or rotor irrigation heads. Head-to-head coverage is required. All irrigation heads are to be installed at a grade so not to be damaged by maintenance equipment. • Perennial planting areas are to be irrigated with a dedicated drip irrigation system and should be adjusted appropriately for individual plant needs throughout the season. • Trees and shrubs are to be irrigated with a designated bubbler irrigation system, adjusted appropriately for tree species, maturity, and size. • It is recommended that all irrigation systems employ a smart watering system with weather sensor. • If trees and shrubs are installed within the confines of a perennial planting area with an established drip irrigation system, the incorporation of these trees and shrubs will be addressed on an individual basis and assessed by a landscape professional. Maintenance • All trees and shrubs to be maintained in a healthy state, any tree or shrub showing more than 30% desiccation shall be replaced. • All shrub and perennial beds shall be maintained with adequate mulch or rock cover. No planting bed shall have less than 2” layer of mulch or rock. Any area of exposed weed fabric shall have additional rock or mulched placed over it. • Use cultural methods (mulch, pruning, irrigation, etc) to encourage plant health and growth and to discourage weeds. Keep planter beds and tree wells free of weeds and debris. • All landscaping must be maintained to the minimum standard stated in The City of Bozeman ordinance (36.550.100) • Mulch or gravel is to be used in all planting beds and around the base of all trees and shrubs planted within lawns and open spaces. Mulch type and depth is to be clearly indicated on all landscape plans and is subject to approval by the ARC prior to installation. Approved Mulches Any organic mulch such as (shredded cedar, bark chips, soil pep, etc.), with natural earth tones and textures. Natural stone aggregate with earth tones. • No lava rock will be permitted in any part of the landscape. • No artificial or bright colored aggregate will be permitted. Section 4: Landscape Design Guidelines 39 Examples of Approved Mulches Mini Nugget Fir Bark Big Sky Gold Cobble Shredded Cedar Mulch River Rock Rock Bark Soil Prep Examples of Unapproved Mulches: Red Lava Rock Black Lava Rock Bright White Rock Section 4: Landscape Design Guidelines 40 Section 5 Appendices 41 Appendix: A SHADY GLEN PRE-REVIEW AND FINAL REVIEW APPLICATION CHECKLIST Property Address_____________________________________________________________________ o Type of Review (Please circle): Pre-Review or Final Review o Party submitting application: _________________________________ Date: ______________________ PRE-REVIEW APPLICATION REQUIREMENTS 1. Administrative Requirements Receipt of Shady Glen Design Regulations and Guidelines Pre-Application Design Review Submittal Checklist completed and signed Application Plan Review Fee ($900.00) - Made payable to Shady Glen Property Owner’s Association, Inc. Digital (PDF preferred) application drawing set and supporting documents (site plan, floor plan, building elevations) 2. Site Plan Requirements Property Legal Description Scale and North arrow – Scale to be 1/8” = 1’-0” or similar engineering scale Setbacks clearly identified Lot identification clearly indicated Easements clearly identified Road names clearly labeled Drive surfaces clearly identified Surface drainage patterns clearly identified Site section illustrating existing grading and proposed grading with building location(s) indicated 3. Plan Requirements Scale and North arrow – Scale to be 1/4” = 1’-0” or similar Building square footage per level, per structure and total square footage identified Required setbacks for garage doors identified Location of exterior patios, drives, walkways identified 4. Exterior Building Design Requirements Allowable and actual building heights clearly identified Existing and proposed grade line shown Building elevations (all sides shown) – scale to be ¼ ”= 1’-0” or similar Exterior building materials identified Section 5 Appendices 42 FINAL REVIEW APPLICATION REQUIREMENTS 1. All information required in Pre-Application Requirements 2. Administrative Requirements Design Review Submittal Checklist completed and signed Digital (PDF preferred) stamped construction drawings and supporting documents Digital copy of submittal in pdf format Written responses to any and all Pre-Application Comments 3. Site Plan Requirements Property Legal Description Scale and North arrow – Scale to be 1/8” = 1’-0” or similar engineering scale Setbacks clearly identified Lot identification clearly indicated Easements clearly identified Road names clearly labeled Drive and hardscape surfaces clearly identified Site plantings list and location on the site plan. Include vegetative and mineral (boulder) locations Location of utility meters and utility service lines. Meters and service lines shall be placed and installed per Utility providers requirements. Surface drainage patterns clearly identified Site section illustrating existing grading and proposed grading with building location(s) indicated 4. Plan Requirements Scale and North arrow – Scale to be 1/4” = 1’-0” or similar Building square footage per level, per structure and total square footage identified Required setbacks for garage doors identified Location of exterior patios, drives, walkways identified Roof plan w/ materials indicated – Scale to be 1/4” = 1’-0” or similar 5. Exterior Building Design Requirements Allowable and actual building heights clearly identified Existing and proposed grade line shown All building materials and colors clearly labeled and identified Exterior lighting fixtures and associated cut sheets identified Building elevations (all sides shown) – Scale to be 1/4” = 1’-0” or similar 6. Additional Information Physical material samples for all exterior building materials (photographic representation may be accepted pending Design Review decision) Color renderings of all building elevations All incomplete submittals will be returned without comment resulting in additional plan review fees. I, , ascertain that all information has been filled out and submitted per Shady Glen Design Regulations and Guidelines. Signed _____________________________ Date Section 5 Appendices 43 Appendix: B Perennial Planting List *Montana Native Achillea spp. Yarrow ‘Moonshine’, ‘Paprika’, ‘Terracotta’ Ajuga reptans Bugleweed Alchemilla mollis Lady’s Mantle Anemone patens* Pasque Flower Antennaria microphylla* Littleaf Pussytoes Aster dumosus Woods Aster Aster spp. Fall Aster ‘Professor Kippenburg’ ‘Tiny Theo’ Brunnera macrophylla Brunnera ‘Jack Frost’ Cerastium tomentosum Snow in Summer Clematis hirsutissima* Hairy Clematis Echinacea purpurea Eastern Purple Coneflower ‘Magnus’, ‘Ruby Star’, ‘White Swan’ Galium odoratum Sweet Woodruff Geranium x cantabrigiense Biokovo Geranium ‘Biokovo’ Geranium macrorrhizum Bigroot Geranium ‘Bevan’s Variety’ Geranium viscosissimum* Sticky Purple Geranium Heliopsis helianthoides Smooth Oxeye Hemerocallis spp. Daylily ‘Barbara Mitchell’, ‘Bertie Ferris’, ‘Pardon Me’, ‘Stella de Oro’ Heuchera richardsonii* Prairie Alumroot Heuchera spp. Coral Bells ‘Coral Cloud’, ‘June Bride’, ‘Plum Pudding’ Iris germanica Bearded Iris Iris sibirica Siberian Iris ‘Caesar’s Brother’ Lamium maculatum Spotted Dead Nettle ‘Aureum’, ‘Beacon Silver’, ‘White Nancy’ Nepeta spp. Catmint ‘Purrsian Blue’, ‘Select Blue’, ‘Walker’s Low’ Origanum spp. Ornamental Oregano Penstemon procerus* Littleleaf Penstemon Penstemon spp. Penstemon Perovskia atriplicifolia Russian Sage Rudbeckia fulgida Black-Eyed Susan Salvia nemorosa Salvia ‘Caradonna’, ‘May Night’ Saponaria ocymoides Soapwort Scabiosa caucasica Pincushion Flower Sedum lanceolatum* Lance-leaved Stonecrop Sedum spp. Sedum Solidago canadensis* Goldenrod ‘Golden Baby’ ‘Baby Gold’ Stachys monieri Betony ‘Hummelo’ Thymus spp. Creeping Thyme Veronica spicata Speedwell Section 5 Appendices Shady Glen Bozeman, Montana 44 Appendix: C Ornamental Grasses Planting List *Montana Native Calamagrostis x acutiflora Feather Reed Grass ‘Avalanche’, ‘Eldorado’, 'Karl Foerster' Deschampsia cespitosa* Tufted Hairgrass Festuca glauca Blue Fescue Helictotrichon sempervirens Blue Oat Grass Koeleria macrantha* Prairie Junegrass Molinia caerulea subsp. arundinacea Purple Moor Grass 'Skyracer', 'Transparent' Panicum virgatum* Switchgrass 'Cheyenne Sky, 'Northwind', 'Shenandoah' Schizachyrium scoparium* Little Bluestem 'Blaze', 'The Blues' Sesleria autumnalis Autumn Moor Grass Sporobolus heterolepis* Prairie Dropseed Appendix: D Evergreen Shrubs Planting List *Montana Native Juniperus chinensis Chinese Juniper 'Mint Julep' Juniperus communis* Common Juniper 'Alpine Carpet', 'Blueberry Delight' Juniperus horizontalis* Creeping Juniper 'Blue Chip’, ‘Blue Rug’, 'Hughes', 'Prince of Wales' Juniperus sabina Savin Juniper 'Broadmoor', 'Buffalo', 'Calgary Carpet' Juniperus scopulorum* Rocky Mountain Juniper 'Cologreen',' Medora', 'Wichita Blue' Picea abies Dwarf Norway Spruce 'Little Gem', 'Nidiformis' Picea pungens ‘Glauca Globosa’ Dwarf Colorado Blue Spruce ‘Glauca Globosa’ Pinus mugo Mugo Pine ‘Slowmound’, 'Tannenbaum', 'Valley Cushion’ Pinus sylvestris ‘Hillside Creeper’ Hillside Creeper Scots Pine ‘Hillside Creeper’ Taxus x media ‘Taunton’ Spreading Yew ‘Taunton’ Section 5 Appendices Shady Glen 45 Appendix: E Deciduous Shrubs Planting List *Montana Native Acer ginnala ‘Emerald Elf’ ‘Emerald Elf' Amur Maple ‘Emerald Elf’ Alnus incana subsp. tenuifolia* Thinleaf Alder Amelanchier alnifolia* Saskatoon Serviceberry Arctostaphylos uva-ursi* Kinnikinnick Aronia melanocarpa Glossy Black Chokeberry 'Iroquois Beauty', ‘Viking’ Artemisia cana* Silver Sagebrush Artemisia tridentata* Big Sagebrush Berberis thunbergii Japanese Barberry ‘Burgundy’, ‘Cabernet’, ‘Concorde’, ‘Crimson Pygmy’, ‘Golden, 'Jade Carousel' Caragana spp. Peashrub Ericameria nauseosa* Yellow Rabbitbrush Cornus sericea Redosier Dogwood ‘Arctic Fire’, ‘Baileyi’, ‘Cardinal’, ‘Flaviramea’, ‘Isanti’ Salix spp. Willow Cotoneaster apiculatus Cranberry Cotoneaster Cotoneaster lucidus Peking Cotoneaster Diervilla lonicera Dwarf Bush Honeysuckle Elaeagnus commutata* Silverberry Euonymus alatus Burning Bush Euonymus alatus ‘Compactus’ Dwarf Burning Bush ‘Compactus’ Forsythia spp. Forsythia 'Meadowlark' Hydrangea arborescens Smooth Hydrangea ‘Annabelle’ Hydrangea paniculata Panicle Hydrangea ‘Tardiva’ Lonicera involucrata* Twinberry Honeysuckle Lonicera spp. Honeysuckle ‘Honeyrose’ Mahonia repens* Creeping Mahonia Philadelphus lewisii* Lewis’ Mock Orange Physocarpus malvaceus* Mallow Ninebark Physocarpus opulifolius Ninebark ‘Dart’s Gold’, ‘Diabolo’, ‘Summer Wine’ Potentilla fruticose* Potentilla Prunus besseyi* Sandcherry ‘Pawnee Buttes’ Prunus tomentosa Nanking Cherry Ribes spp. Currant Rhus spp. Sumac Rosa spp. Rose Spiraea spp. Spirea Syringa spp. Lilac Viburnum spp. Viburnum Section 5 Appendices Shady Glen Bozeman, Montana 46 Appendix: F Deciduous Tree Planting List *Montana Native Acer ginnala Amur Maple ‘Embers’, ‘Flame’ Acer x freemanii Freeman Maple ‘Autumn Blaze’, ‘Sienna Glen’ Acer negundo* Boxelder ‘Sensation’ Acer platanoides Norway Maple ‘Emerald Lustre’, ‘Helena’, ‘Royal Red’ Acer rubrum Red Maple ‘Autumn Spire’, ‘Scarlet Jewel’ Acer saccharum Sugar Maple ‘Green Mountain’ Acer tataricum Tatarian Maple ‘Hot Wings’ Aesculus glabra Ohio Buckeye Alnus hirsuta Manchurian Alder ‘Harbin’ Amelanchier x grandiflora Apple Serviceberry ‘Autumn Brilliance’, ‘Princess Diana’ Betula papyrifera* Paper Birch Betula platyphylla Asian White Birch ‘Dakota Pinnacle’ Caragana arborescens ‘Pendula’ Weeping Caragana ‘Pendula’ Celtis occidentalis* Common Hackberry Crataegus ambigua Russian Hawthorn Crataegus crus-galli var. inermis Thornless Cockspur Hawthorn Crataegus laevigata Smooth Hawthorn ‘Crimson Cloud’ Crataegus x mordenensis Hawthorn ‘Snowbird’, ‘Toba’ Euonymus bungeanus Winterberry ‘Prairie Radiance’ Gleditsia triacanthos var. inermis Honeylocust ‘Imperial’, ‘Northern Acclaim’, ‘Skyline’ Maackia amurensis Amur Maackia Malus spp. Flowering Crabapple Varieties with small, persistent fruit and fire blight resistant Prunus maackii Amur Chokecherry Prunus padus var.commutata Mayday Tree Prunus ussuriensis Ussarian Pear ‘Mountain Frost’, ‘Prairie Gem’ Prunus virginiana* Chokecherry ‘Schubert’ Quercus macrocarpa* Bur Oak Sorbus alnifolia Korean Mountain Ash Sorbus decora Showy Mountain Ash Sorbus x hybrida Oakleaf Mountain Ash Syringa pekinensis Peking Lilac ‘SunDak’ Syringa reticulata Japanese Tree Lilac ‘Ivory Silk’, ‘Snowdance’ Tilia americana American Linden ‘Boulevard’, ‘Lincoln’, ‘Redmond’ Tilia cordata Littleleaf Linden ‘Greenspire’ Tilia x flavescens ‘Dropmore’ Dropmore Linden ‘Dropmore’ Ulmus americana* American Elm ‘Brandon’ Ulmus davidiana var. japonica Japanese Elm ‘Discovery’ Section 5 Appendices Shady Glen Bozeman, Montana 47 Appendix: G Evergreen Tree Planting List Evergreen Trees *Montana Native Appendix: H Street Tree Planting List *Montana Native Acer ginnala Amur Maple Acer platanoides Norway Maple ‘Emerald Lustre', 'Royal Red' Acer rubrum Red Maple 'Autumn Spire', ‘Helena’, Scarlet Jewel' Acer tataricum Tatarian Maple ‘Hot Wings’ Aesculus glabra Ohio Buckeye Celtis occidentalis* Common Hackberry Gleditsia triacanthos var. inermis Honeylocust ‘Imperial”, 'Northern Acclaim', 'Skyline' Malus spp. Flowering Crabapple ‘Spring Snow’ Prunus maackii Amur Chokecherry Quercus macrocarpa* Bur Oak Quercus rubra Northern Red Oak Sorbus aucuparia Mountain Ash Syringa reticulata Japanese Tree Lilac Tilia americana American Linden ‘Bailyard’, 'Boulevard', 'Lincoln', 'Redmond' Tilia x flavescens ‘Dropmore’ Dropmore Linden 'Dropmore' Tilia cordata Littleleaf Linden 'Greenspire' Tilia flavescens Glenleven Linden ‘Glenleven’ Tilia mongolica Mongolian Linden ‘Harvest Gold’ Ulmus americana American Elm ‘Lewis and Clark’ Ulmus davidiana var. japonica Japanese Elm 'Discovery' Ulmus ‘Morton Glossy’ Triumph Elm ‘Morton Glossy’ Ulmus japonica x Ulmus wilsoniana Accolade Elm ‘Morton’ Juniperus scopulorum* Rocky Mountain Juniper Picea abies Norway Spruce Picea engelmannii* Engelmann Spruce Picea glauca var. densata Black Hills Spruce Picea pungens Colorado Spruce Pinus aristata Bristlecone Pine Pinus nigra Austrian Pine Pinus ponderosa* Ponderosa Pine Section 5 Appendices Shady GlenBozeman, Montana 48