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PC 07-16-03 Meeting AgendaAGENDA FREDERICK COUNTY PLANNING COMMISSION The Board Room Frederick County Administration Building Winchester, Virginia JULY 16, 2003 7:00 P.M. CALL TO ORDER TAB 1) June 4, 2003 Minutes ................................................... (A) 2) Committee Reports ................................................. (no tab) 3) Citizen Comments .................................................. (no tab) PUBLIC HEARING 4) Proposed Amendment to the Frederick County Code, Chapter 165, Zoning Ordinance, Article VII, R4 - Planned Residential Community District; Section 165-72.0., Other Regulations, to Allow Modifications of Ordinance Requirements for Greater Design Flexibility in the R4 District. (Mr. Mohn)........................................................... (B) 5) Rezoning #06-03 of Stephenson Village, submitted by Greenway Engineering, to rezone 821.7 acres from RA (Rural Areas) to R4 (Planned Residential Community). This property is located east of Milburn Road (Route 662), south of Old Charles Town Road (Route 761), and southwest of Jordan Springs Road (Route 664), approximately 2,000 feet east of Martinsburg Pike (Route 11 North). The properties included with this application are identified with Property Identification Numbers 44-A-31 [portion], 44-A-31 A, 44-A-292, and 44-A-293 in the Stonewall Magisterial District. (Mr. Mohn).......................................................... (C) 6) Other MEETING MINUTES OF THE FREDERICK COUNTY PLANNING COMMISSION Held in the Board Room of the Frederick County Administration Building at 107 North Kent Street in Winchester, Virginia on June 4, 2003. PRESENT: Charles S. DeHaven, Jr., Chairman/Stonewall District; Roger L. Thomas, Vice Chairman/Opequon District; John H. Light, Stonewall District; Greg L. Unger, Back Creek District; Pat Gochenour, Red Bud District; Marie F. Straub, Red Bud District; Charles E. Triplett, Gainesboro District; Robert A. Morris, Shawnee District; Gene E. Fisher, Citizen at Large; Cordell Watt, Back Creek District. George J. Kriz, Gainesboro District; Lynda Tyler, Board of Supervisors Liaison; Vincent DiBenedetto, Winchester City Liaison; and Lawrence Ambrogi, Legal Counsel. ABSENT: William C. Rosenberry, Shawnee District; Richard C. Ours, Opequon District STAFF PRESENT: Eric R. Lawrence, Planning Director; Christopher M. Mohn, Deputy Planning Director; Abbe S. Kennedy, Senior Planner; and Renee' S. Arlotta, Clerk. CALL TO ORDER Chairman DeHaven called the meeting to order at 7:00 p.m. MEETING MINUTES -APRIL 16, 2003 Upon motion made by Commissioner Kriz and seconded by Commissioner Fisher, the minutes of April 16, 2003 were unanimously approved as presented. PUBLIC HEARING Proposed Amendment to the Frederick County Code, Chapter 165, Zoning Ordinance, Article IV, Section 165-24, Height Limitations; Exceptions; which addresses height exceptions for accessory parts of school structures. Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1070 -2 - Action - Recommended Approval Planner Jeremy F. Camp stated that the proposed amendment would allow for portions of school buildings, which are used for accessory functions, to exceed the maximum height of the underlying zoning district. He said this would include architectural features, such as stage towers, gymnasium ceilings, arched roofs, etc.; the proposed amendment is not intended to allow for additional floors for school buildings. Planner Camp noted that, just as with the other height exemptions in the zoning ordinance, an increased setback of one foot would be required for every foot the school building exceeds the maximum height of the underlying zoning district. Planner Camp advised that the Development Review and Regulations Subcommittee (DRRS) recommended approval of the proposed amendment on March 27, 2003. He said that during the Planning Commission's discussion on May 7, 2003, Commissioners requested written comments from the fire marshal and the school board. Planner Camp noted that the requested letters were in the Commission's agenda package for this evening. He added that the word, "structure," was replaced with the word, "building," at the Board of Supervisors' request during their discussion on May 14, 2003. Commissioner Straub inquired about the possible situation where a setback may encroach on an environmentally or historically -sensitive area. Two options mentioned were for the applicant to exceed their required setback to avoid the area or to apply for a variance to the Board of Zoning Appeals. Commissioner Morris inquired ifthe proposed ordinance specifically identified what is allowed within the height limit. Planner Camp replied that only architectural features which are accessory components of the building itself are permitted; additional floors would not qualify. Chairman DeHaven called for public comments, however, no one came forward to speak. Chairman DeHaven noted that Mr. Evan A. Wyatt of Greenway Engineering, the engineering and design firm representing the Lord Fairfax Community College, who initially proposed the amendment, could not be present at the Commission's meeting this evening. Chairman DeHaven said that Mr. Wyatt requested that his letter be read into the minutes. There being no objections, Chairman DeHaven read the letter, as follows: June 2, 2003 The Frederick County Planning Commission Re: Proposed Zoning Ordinance Amendment - Section 165-24 Height Limitations; Exceptions Dear Planning Commission Members: On behalf of Lord Fairfax Community College, Greenway Engineering has prepared a letter to formally support a referenced amendment as presented by staff. The proposed height exception will assist Lord Fairfax Community College and the Frederick County Public Schools in their facilities planning needs by providing additional flexibility, particularly in roof system design. The Fire and Rescue Director has acknowledged the proposed maximum building height is well within the capabilities of roof access by the local fire and rescue companies for emergency response purposes. Unfortunately, 1 am unable io attend the Planning Comm scion meeting to address this matter due to a scheduling conflict. Therefore, it is requested that this letter of support is recognized in the official minutes Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1071 -3 - for this agenda item. Sincerely, Greenway Engineering Evan A. Wyatt, AICP The Planning Commission had no other issues of concern and believed the amendment as presented was appropriate. Upon motion made by Commissioner Thomas and seconded by Commissioner Kriz, BE IT RESOLVED, That the Frederick County Planning Commission does hereby unanimously recommend approval of the proposed amendment to the Frederick County Code, Chapter 165, Zoning Ordinance, Article IV, Section 165-24, Height Limitations; Exceptions, which addresses height exceptions for accessory parts of school structures. PUBLIC MEETING Master Development Plan #04-03 for Red Bud Run, LLC, submitted by G. W. Clifford & Associates, Inc., for 285 single-family detached urban lots on approximately 157 acres of RP -zoned land. The property is located on the north side of Berryville Pike (Rt. 7) and south of Red Bud Road (Rt. 661); Woods Mill Road (Rt. 660) bisects the property. The property is identified with P.I.N.s 55 -A -105,55-A- 106, and 55-A-107 in the Stonewall Magisterial District. Action - Recommended Approval with Conditions Planner Jeremy F. Camp reviewed the proffers that were approved along with the rezoning by the Board of Supervisors at their meeting of October 9, 2002. Planner Camp pointed out that a revised tree - clearing plan was submitted which protects an additional 2.25 acres of woodlands and moves development lot lines further away from Berryville Pike. Planner Camp stated that the overall concept for the Red Bud Run Master Development Plan is consistent with the approved rezoning proffers, the Frederick County Comprehensive Policy Plan, and the requirements of Article XVII, Master Development Plan, ofthe Frederick County Zoning Ordinance. Planner Camp proceeded to describe several issues that remained a concern to the staff. Those issues included: 1) the closure of Berryville Pike Median Crossover to Morgans Mill Road; 2) the Morlyn Drive Road Connection to Morgans Mill Road; 3) the Open space/Buffer Strip Adjacent to the West Property Line (Morgans Mill Road); and 4) the Open Space Plan for the Preservation Parcel. Mr. Charles E. Maddox, Jr., P.E., Vice President of G. W. Clifford & Associates, Inc., the design engineering firm representing Red Bud Run, LLC, addressed each of the issues raised by the staff. Mr. Maddox advised that Morgans Mill Road will be closed, due to the significant improvements and increased capacity proposed for the Rt. 7 intersection, the three-laning of Woodsmill Road, and the proffering in Phase Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1072 -4- I to connect Morgans Mill with Woodsmill Road by a state road connection; he said the road closure has been shown on their master plan. Regarding the internal road connection proposed for Phase I, to connect Morgans Mill with Woodsmill, Mr. Maddox said that traffic generated on Morgans Mill could access the traffic light for safe turning; he said the School Board was in favor of the connection because it would allow school buses rear access without negotiating Rt. 7 traffic. Mr. Maddox stated that an open spacelview shed buffer is not required against Morgans Mill Road, since it is not a major collector road; however, they have shown a 20' buffer strip, which is not a part of the individual lots, and they will maintain the existing vegetation along the roadway. Mr. Maddox next described a substantial buffer system totaling 31 acres which completely surrounds the site, as opposed to the 28.3 acres originally proffered. He pointed out the permanently-protected stream preservation buffer that will be dedicated to a public agency; he noted that the stream preservation parcel is in addition to the open space required by the project. He said the preservation parcel will be free and clear for transfer to a public agency which, at this point in time, may be the Virginia Department of Game and Inland Fisheries (VDG&IF). In addition, Mr. Maddox described the road efficiency buffers along both sides of Woodsmill Road and the substantial tree viewshed buffer along Rt. 7. He noted that the view shed buffer was particularly significant to the Shenandoah Valley Battlefields Commission (SVBC) to create the proper approach into the historic areas. He said that Mr. Kittell, the Director of SVBC, preferred to have the cul-de-sacs pulled back away from Rt. 7, allowing for additional existing vegetative screening and to supplement the existing vegetative deciduous buffer with additional conifers. Mr. Maddox further added that VDOT preferred to see a continuous road through the development, rather than cul-de-sacs, for ease of snow removal and emergency vehicle access. As a result, he noted that they redesigned the subdivision to allow a continuous road loop, which moved the majority of the lots between 100-300' from Rt. 7. Mr. Maddox pointed to the only area where one lot intrudes into the road efficiency buffer and for which they were requesting waiver. He commented that they've added a dense screen, which is also shown on the master plan. The following agencies were identified by Mr. Maddox as groups they have been working with throughout the project: Department of Parks and Recreation, Opequon Watershed Committee, Trout Unlimited, Forest Service, Department of Conservation and Recreation, Shenandoah Valley Battlefields Commission, and the Department of Game and Inland Fisheries. He explained that the Department of Game and Inland Fisheries will have frontage for public access on both Woodsmill Road and Morgans Mill Road; they do not anticipate any conflicts between the public access area and the adjoining lot owners. Mr. Maddox said that planning with the various outside agencies is continuing and his intentions are to come back before the Commission with an "Open Space Plan" that will specify the particular issues involved regarding land conveyance, easements, ownership, etc. Several questions from the Commission involved the closing of Morgans Mill Road, the accommodation of traffic calming, the impact of additional children on Red Bud school, and the timing between roadway improvements and phasing of development. Board of Supervisors' Liaison, Mr. Richard Shickle, raised the issue of Frederick County reserving the rights for the easement along the creek, should VDOT or another agency decide they did not want to continue with the maintenance. Mr. Maddox believed a reversion clause could be included as a part of the Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1073 -5 - open space plan. Chairman DeHaven called for public comments and the following persons came forward to speak Mr. James Lawrence, President of the Opequon Watershed and representing the Winchester Chapter of Trout Unlimited, stated that a managed, recreational trout fishery for Red Bud Run has been a long- time goal for Winchester Trout Unlimited and the Opequon Watershed. Mr. Lawrence said they have had quite a few meetings with the DG&IF and a number of assessments were made of the stream; it was determined that if the Conservation Reserve Enhancement Program was implemented, which would protect Faye Spring and the other water sources for Red Bud Run, then the State believed the stream would be of the quality where they could reintroduce Brook Trout, which is one of the most fragile of the trout species. Mr. Lawrence said they were very pleased when the DG&IF recognized the long-term possibilities and expressed a positive reaction to accepting this property. Mr. Lawrence said they are working on the development of a "greenway" for the entire corridor; they are working together with the SVBF, and they are working with Millbrook High School on plans for an environmental land lab. Mr. Lawrence thanked Mr. Maddox and the property owners for the opportunity to work on this project; they were hoping this project could serve as an example to the entire region. Mr. Carl Rettenberger, a resident at 116 Windy Pine Lane and President of the Winchester Chapter of Trout Unlimited, believed this project was a unique opportunity; he stated this was the first time, in the 40 years he's been in business, that he has seen a developer work with an outside organization for the purpose of establishing a useable parcel of land with ownership being conveyed outside of the subdivision for maintenance and development. Mr. Rettenberger said that Trout Unlimited is excited about the opportunity to develop Red Bud Run as a cold water fishery. He said the temperature, flow, and pH of these waters were perfect for trout management. Mr. Rettenberger also mentioned their work with several landowners on access easement agreements. The Commission was pleased and encouraged that the developers and landowners were actively working together with the various outside agencies on the stream preservation areas, the open space areas, and public access areas. It was their preference, however, that Morgans Mill Road remain open until such time as VDOT and the Board of Supervisors agreed it should be closed. They also were in favor of the applicant's request for a road efficiency buffer waiver. Upon motion made by Commissioner Light and seconded by Commissioner Kriz, BE IT RESOLVED, That the Frederick County Planning Commission does hereby unanimously recommend approval of Master Development Plan #04-03 of Red Bud Run, LLC, submitted by G. W. Clifford & Associates, Inc., for single-family detached urban lots with the granting of the road efficiency buffer waiver request and with the condition that Morgans Mill Road remain open until such time as VDOT and the Board of Supervisors agree it should be closed. Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1074 M PRESENTATION BY BUILDERS FOR THE BAY Action - Recommended Approval Planning Director Eric R Lawrence announced that representatives from the Alliance for the Chesapeake Bay and the Center for Watershed Protection were present this evening to give a presentation regarding the Builders for the Bay Program. Director Lawrence said the Board of Supervisors had previously listened to the presentation and wanted to give the Planning Commission the opportunity to also review the program and provide comments. Mr. Scott Meyer, with the Alliance for the Chesapeake Bay in Richmond, introduced himself and Hye Yeong Kwon, the Assistant Director for the Center for Watershed Protection. Mr. Meyer defined the Builders for the Bay as a partnership building initiative through the Alliance for the Chesapeake Bay, the Center for Watershed Protection, and the National Association of Homebuilders to promote better site design principles through round -table discussion. Ms. Hye Yeong Kwon, the Assistant Director for the Center for Watershed Protection, described the goals of Builders for the Bay, as follows: 1) to achieve better environmental goals with site design; and, 2) to increase flexibility resulting in decreased costs for developers. Ms. Kwon explained that they will investigate existing codes and ordinances and find ways to make them more flexible and, at the same time, encourage environmentally -sensitive site design. Ms. Kwon next gave a slide presentation on the model development principles and she pointed out some of the environmental and economic benefits. Commissioners asked who was the driving force behind the effort, who would be involved, who would facilitate, etc. A comment was made that the real work would begin after the workshop when the County Planning Department staff would have to rewrite all the codes and ordinances to meet the suggestions. Questions were raised concerning man hours and how long it would take. Ms. Kwon said that on their previous endeavor, they actually made code language recommendations as a part of the process and completion occurred in nine months. She said the cost includes a consensus document and code language recommendations crafted specifically for Frederick County. Ms. Kwon added that the recommendations are directed more to the rural and suburban areas rather than urban areas. She also pointed out that the changes would only apply to new development, not redevelopment and in -fill. Chairman DeHaven called for public comments and the following person came forward to speak: Mr. James Lawrence, President of the Opequon Watershed and representing the Winchester Chapter of Trout Unlimited, believed this was an educational process, a community-based process, and stake- holder driven. He stated that the low -impact development principles described by Ms. Kwon and Mr. Meyers are basically the same innovative approaches presented to the Commission at a workshop by Dr. Waldon Kerns, entitled, "Environmentally -Sensitive Design." Mr. Lawrence spoke to the Commission about why he believed it would be advantageous for the County to be involved in this program. Commissioner Kriz stated that he has seen this type of program be successful in other communities and he believed it would be beneficial for Frederick County. He said the process can break down Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1075 -7 - barriers between many State agencies and everyone works together. Chairman DeHaven believed that open discussion and consensus -building, particularly when it's based on science and results in environmental benefits, could only be beneficial to the community. Other Commissioners also believed it was an excellent idea that needed to be pursued. Commissioner Kriz moved for a positive recommendation to the Board of Supervisors on accepting this program. This motion was seconded by Commissioner Moms. BE IT RESOLVED, That the Frederick County Planning Commission does hereby unanimously favor the County's involvement in the program presented by the Builders for the Bay for the development of model principles, through round -table discussion, to protect the County's streams, lakes, and wetlands. DISCUSSION DISCUSSION OF THE REVISED CAPITAL IMPROVEMENTS PROGRAM (CIP) PROCESS Senior Planner, Abbe S. Kennedy, reported that this year, in response to concerns regarding the prioritization of departmental project requests, the Board of Supervisors directed staff to research other jurisdictions and the methods used in forming their respective Capital Improvements Plans. Planner Kennedy said that the Comprehensive Plans and Programs Subcommittee (CPPS) met on May 12, 2003 regarding process revisions to the existing CIP; she said the CPPS endorsed the revised procedural modifications which are intended to better reflect departmental priorities in current policy and future planning decisions. Planner Kennedy next proceeded to explain in detail the proposed revised CIP process and the time -line included for the process up until its adoption. Commissioner Morris inquired who or what office would ensure that the proposed process is carried out according to schedule. He also inquired if an item on the CIP could be denied if the Commission believed it was not in keeping with the Comprehensive Policy Plan. Deputy Planning Director, Christopher M. Mohn, replied to Commissioner Morris' questions. He said that the Planning Department will facilitate the process, but ultimately, County Administration will be responsible for ensuring that the schedule and process is adhered to by the other departments that are obviously outside of the Planning Department's jurisdiction. In answer to Commissioner Morris' second question, Deputy Director Mohn stated that the goal of the revised process from a Planning Department perspective, for the CPPS, and for the Commission, is to ensure effectively that a disconnect does not occur between the department's capital requests and the Comprehensive Plan. He further explained that, instead of focusing on prioritization, the focus should be on the alignment of policy and the capital needs that the departments are expressing. Overall, the Commission members were greatly encouraged by the proposal and were in favor of establishing bencbmarks, standards, and objectives. They were, encouraged by the potential and by the idea of having tools to measure a project's merit on the CIP. Commissioners recommended, however, that there Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1076 -8 - should be some executive level oversight to make certain the process would occur according to schedule Chairman DeHaven believed there was great benefit to look five, ten, or even 15 years to the future to predict needs. He cautioned, however, that if the goal was a concern over the ranking of different departments' priorities overall, then the process may not realize its potential goals. Chairman DeHaven pointed out that this will be a nearly year-long process and, there were a considerable number of other long-range planning issues that require the CPPS's and the Commission's attention. Chairman DeHaven suggested that there be a separate committee to perform a portion, at least, of the functions being considered in this proposal. Commission members also recommended that the oversight committee be made up of not only staff, but Board and Commission members, department heads, a member of the Finance Committee, and other citizens; this ultimate overlook committee could address the capital spending of the County and could work directly with the CPPS. Planner Kennedy said that staff would forward the Planning Commission's comments and recommendations to the Board of Supervisors. OTHER PRESENTATION BY COMMISSIONER LIGHT REGARDING THE NELUP Commissioner Light expressed his disappointment with the Planning Commission's recommendation to the Board of Supervisors on May 21, 2003 regarding the Northeast Land Use Plan (NELUP). His disappointment stemmed from the fact that neither the Comprehensive Plans and Programs Subcommittee (CPPS), nor the Planning Commission, had discussed Alternative Map 44, the alternative plan which was officially recommended to the Board. Commissioner Light also stated that, as the Chairman of the CPPS, he was also personally disheartened with the CPPS's inability to establish a recommendation that was acceptable to all the parties involved. Commissioner Light next presented to the Commission his own proposal for an alternative NELUP that he believed might be an acceptable alternative for all the parties involved. His described his proposed plan for the Commission that would allow for approximately 138 homes, approximately 229 acres of industrial, and approximately 240 acres of business. Commissioner Light stated that the numbers were flexible, however, if his plan were supported, the NELUP would contain RA -zoned land, the Rt. 3 7 Zone within the RA, preservation of the historic battlefield and the Milburn Road corridor, the road plan, fewer homes, and sewer to Stephenson. He was not in favor of the R4 designation in the Alternative Map #4 and the residents of the Stephenson community were not in favor of it either. Although Commissioner Light recognized it was possibly too late for the Commission to change its recommendation to the Board of Supervisors, he suggested that individual Commissioners contact their elected officials on the Board to express their views, if they believed this was a workable solution. Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1077 ADJOURNMENT unanimous vote. No further business remained to be discussed and the meeting adjourned at 9:40 p.m. by a Respectfully submitted, Eric R. Lawrence, Secretary Charles S. DeHaven, Jr., Chairman Frederick County Planning Commission Draft Minutes of June 4, 2003 Page 1078 ►-� C� • COUNTY of FREDERICK Department of Planning and Development 540/665-5651 FAX: 540/665-6395 of MEMORANDUM _. >......_. _. x...y.. .�. _... TO: Frederick County Planning Commission FROM: Christopher M. Mohn, AICP, Deputy Planning Director DATE: June 11, 2003 RE: Public Hearing - Proposed Amendment to the Frederick County Code, Chapter 165, Zoning Ordinance, Article VII, R4 - Planned Residential Community District; Section 165-72.0., Other Regulations The recent effort by a landowner to prepare a rezoning application for R4 (Planned Residential Community) zoning has revealed the important role of regulatory flexibility in the design of mixed use projects. The current R4 District standards provide latitude for applicants to employ innovative design techniques and maximize the benefits of planned development, to include the mixing of housing types and choices and the integration of land uses. Indeed, the current R4 ordinance establishes an appropriate framework for the development of sustainable communities wherein one may live, work, and play. It is acknowledged that additional latitude may be necessary for some applicants to realize their unique vision for a planned residential community. At present, exemptions and/or waivers to the requirements of the Frederick County Code applicable to planned residential communities are enabled pursuant to Section 165-72.0. of the Zoning Ordinance, which states: Other regulations. The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article. This provision plainly articulates that an exemption of waiver cannot be legally proposed or considered for a planned residential community except where said exemption is expressly permitted by Article VII of the Zoning Ordinance. The provisions of Article VII limit exemptions to proposals for alternative dimensional requirements and alternative landscaping and buffering plans. An alternative method would therefore be required to provide an R4 applicant with additional flexibility to pursue design innovations not contemplated by the current ordinance. As an option, staff has proposed an amendment to Article VII that would provide opportunities for modifications to ordinance provisions applicable to planned residential communities. Through this approach, an 107 North bent Street • Winchester, Virginia 22601-5000 applicant for R4 zoning would be allowed to seek modifications to any provision of the Code impacting physical development. The applicant would be required to provide justification for the request to include a proposed alternative - or "modified" - standard in lieu of the ordinance requirement for which the modification is being sought. The applicant would further be expected to identify the need or role of the alternative standard in the overall design concept. A blanket waiver or exemption would not be permitted. As envisioned by staff, following Planning Commission review, the Board of Supervisors would consider and approve each modification request included with an R4 rezoning application on its merits pursuant to the applicant's justification. Moreover, modifications would be considered concurrent with the rezoning application and, if accepted with the proffer statement, the alternative or modified standards would be included as conditions of the rezoning approval. The legislative approval of modifications would both accommodate and codify the innovation of the applicant while simultaneously assuring the relevance of both the public process and the public purposes of the Code. The proposed amendment should be considered on its own merit, as an independent measure intended to improve the R4 ordinance for future use. Indeed, regardless of the applicability of this proposal to the pending Stephenson Village application, staff contends that an enhanced modification process is appropriate in the limited context of planned residential community projects. Included with this memorandum is the current text of Section 165-72.0. as well as the proposed amendment, which, if approved, would replace the existing language in its entirety. Also attached for your reference is the complete text of Article VII. The proposed amendment is being presented as a public hearing item. Staff is seeking a recommendation from the Planning Commission to be forwarded to the Board of Supervisors. Please do not hesitate to contact me should you have any questions or concerns regarding this matter. CMM/bad Attachments Prolosed Amendment to the Frederick County Code, Cha ter 165 Zoning Ordinance Article VII, R4 - Planned Residential Community District-, Section 165-72.0., Other Regulations Section 165-72.0. - Current Text: O. Other regulations. The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article. Section 165-72.0. - Amended Text (replaces current text in its entirety): O. Modifications; applicability of other regulations. (1) An applicant may request as part of an application for rezoning to the R4 District that a modification to specific requirements of the subdivision ordinance, this chapter or other requirements of the Frederick County Code applicable to physical development be granted. The applicant shall demonstrate that the requested modification is necessary or justified in the particular case by a demonstration that the public purpose of these ordinances, as applied to the particular case, would be met to at least an equivalent degree by such modification. The Board of Supervisors may approve or disapprove such request, in whole or in part. (2) The applicant shall provide sufficient information to enable evaluation of the request by the Board of Supervisors. Materials submitted should include or be supplemented by: (a) specification of the code section(s) to be modified and the proposed alternative standard; (b) exhibits demonstrating application of the modified standard such as a detailed plan and/or elevation drawing; and (c) identification of the relationship of the modification to the overall community concept. (3) The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article or modified by the Board of Supervisors through the rezoning process. U-\Chris\Common\R4 Amendment. wpd § 165-66 ZONING § 165-68 (3) Provisions shall be made to incorporate all phases or sections of the planned development under one homeowners' association/corporation. B. In order to provide sufficient, safe access, the Planning Commission and the Board of Supervisors may require that the phases be arranged so that essential street entrances to the development are provided in the initial phases of the development. ARTICLE VII R4 Residential Planned Community District § 165-67. Intent. The intention of the Residential Planned Community District is to provide for a mixture of housing types and uses within a carefully planned setting. All land to be contained within the Residential Planned Community District shall be included within an approved master development plan. The layout, phasing, density and intensity of development is determined through the adoption of the master development plan by the Planning Commission and Board of Supervisors. Special care is taken in the approval of the master development plan to ensure that the uses on the land are arranged to provide for compatibility of uses, to provide environmental protection and to avoid adverse impacts on surrounding properties and facilities. The district is intended to create new neighborhoods with an appropriate balance between residential, employment and service uses. Innovative design is encouraged. Special care is taken in the approval of R4 developments to ensure that necessary facilities, roads and improvements are available or provided to support the R4 development. Planned community developments shall only be approved in conformance with the policies in the Comprehensive Plan. § 165-68. Rezoning procedure. In order to have land rezoned to the R4 District, a master development plan, meeting all requirements of Article XVII of this chapter, shall be submitted with the rezoning application. The rezoning shall be reviewed and approved following the rezoning procedures described by this chapter, including procedures for impact analysis and conditional zoning. In adopting the rezoning, the master development plan submitted will be accepted as a condition 16599 10-25-2001 § 165-68 FREDERICK COUNTY CODE § 165-70 proffered for the rezoning. The master development plan review procedures described by Article XVII must also be completed concurrently with or following the consideration of the rezoning. A. Impact analysis. Impact analysis, as required by this chapter, shall be used to evaluate all potential impacts, including impacts on surrounding lands, the environment and on public facilities and services. B. Land dedication. Land shall be dedicated in planned community developments for roads and facilities necessary to serve the development as described by the Comprehensive Plan, the Capital Improvements Program and adopted road improvement programs. C. Addition of land. The Board of Supervisors may approve the addition of land to an approved planned community through the procedures set forth in this chapter for the original approval of a planned community development. § 165-69. Permitted uses. All uses are allowed in the R4 Residential Planned Community District that are allowed in the following zoning districts: RP Residential Performance District B1 Neighborhood Business District B2 Business General District B3 Industrial Transition District M1 Light Industrial District § 165-70. Conditional uses. Uses listed as conditional uses shall not require a conditional use permit, but all uses shall meet the specific requirements set forth in this chapter for such uses. 16600 10-25-2001 § 165-71 ZONING § 165-72 § 165-71. Mixture of housing types required. Each planned community shall be expected to contain a mixture of housing types that is typical for existing and planned residential neighborhoods in Frederick County. No more than 40% of the area of portions of the planned community designated for residential uses shall be used for any of the following housing types_ duplexes, multiplexes, atrium houses, weak -link townhouses, townhouses or garden apartments or any combination of those housing types. § 165-72. Design requirements. A. Minimum size. No planned community master development plan nor rezoning to the Residential Planned Community District shall be approved for less than 100 contiguous acres. B. Dimensional requirements. (1) Areas shall be specifically designated for each different use on the master development plan. Within those areas, the uses shall meet the applicable dimensional requirements set forth for those uses in the RP, B1, B2 and M1 Zoning Districts. (2) Alternative dimensional requirement plan. An alternative dimensional plan may be included with the master development plan for the development. This plan shall describe a system of dimensional requirements for all planned uses in the development. When these dimensional requirements are approved, they shall constitute enforceable amendments to this chapter, applying to the land included in the development, and shall replace other dimensional requirements contained in this chapter. Such alternative dimensional requirements shall be based on general concepts described by the plan submitted. The Planning Commission and Board of Supervisors shall only approve an alternative plan if the plan meets all of the intentions of this chapter, conforms to policies set forth in the Comprehensive Plan and follows generally accepted good planning practices. [Added 6-9-19931 C. Residential density. The maximum allowed gross density for residences in the planned community development shall be four units per acre. 16601 10-25-2001 § 165-72 FREDERICK COUNTY CODE § 165-72 D. Commercial and industrial areas. The areas used for commercial or industrial uses shall not exceed 50% of the gross area of the total planned community. Sufficient commercial and industrial areas shall be provided to meet the needs of the planned community, to provide an appropriate balance of uses and to lessen the overall impact of the planned community on Frederick County. A minimum of 10% of the gross area of the project shall be used for business and industrial uses. E. Open space. A minimum of 30% of the gross area of any proposed development shall be designated as common open space. This open space shall be for purposes of environmental protection and for the common use of residents of the development. No more than 50% of the required open space shall be within the following environmental areas: lakes and ponds, wetlands or steep slopes. The Director of Planning, upon recommendation of the Planning Commission, may allow a larger amount of steep slopes to be utilized where the developer can demonstrate a viable plan for the use of these areas. Open space land shall be dedicated to the property owners' association or to Frederick County. Land shall only be dedicated to Frederick County with the approval of the Board of Supervisors. F. Recreational facilities. One recreational unit or equivalent recreational facilities shall be provided for each 30 dwelling units. The facilities shall be in a configuration and location that is easily accessible to the dwelling units that they are designed to serve. The design and amount of facilities shall be approved by the Planning Commission in conjunction with the Director of Planning and the Department of Parks and Recreation. A recreational unit is designed to meet the recreational needs of 30 dwelling units. The units may be broken into smaller units or added together to meet the needs of the planned community. G. Buffers and screening (1) Buffers and screening shall be provided between various uses and housing types as if the uses were located in the RP, B1, B2 or M1 Zoning District according to the uses allowed in those districts. Buffers and screening shall be provided accordingly as specified in § 165-37 of this chapter. Road efficiency buffers shall be provided according to the requirements of that section. In addition, along the perimeter boundary of the Residential Planned 16602 10-25-2001 § 165-72 ZONING § 165-72 Community District, buffers and screens shall be provided in relation to adjoining properties as if the uses in the planned community were located in the RP, 131, B2 and M1 Zoning Districts. (2) Alternative buffer and screening plan. An alternative plan for buffers and screening and the separation of uses may be included with the master development plan for the development. This plan shall describe a specific system of buffers, screening and use separation for all planned uses in the development. When these dimensional requirements are approved, they shall constitute enforceable amendments to this chapter applying to the land included in the development and shall replace other buffer and screening requirements contained in this chapter. Such alternative requirements shall be based on general concepts described by the plan submitted. The Planning Commission and Board of Supervisors shall only approve an alternative plan if the plan meets all of the intentions of this chapter, conforms to policies set forth in the Comprehensive Plan and follows generally accepted good planning practices. Buffer and screening requirements for the perimeter boundary of the planned community shall not be included in the alternative buffer and screening plans. [Added 6-9-19931 H. Sewer and waterfacil[ties. All planned community developments shall be served by public sewer and water facilities owned by or dedicated to a public authority. Road access. All planned community developments shall have direct access to an arterial or collector road or to roads improved to arterial or collector standards. The planned community development shall be provided with a complete system of public streets dedicated to the Virginia Department of Transportation. All roads in the development shall be provided with curbing and gutters. The Board of Supervisors may approve certain exceptions to the requirement for curbs and gutters, after review by the Planning Commission, in order to implement a particular stormwater management plan. The road system shall conform with the Frederick County Comprehensive Plan and with road improvement plans adopted by the county. J. Pedestrian access. A system of pedestrian access, in the form of paved sidewalks or paved interior waIkvvays, shUll be provided to allow 16603 10-25-2001 § 165-72 FREDERICK COUNTY CODE § 165-72 walking between every use, structure or recreational facility. Such walkways shall be connected with existing walkways adjacent to the planned community development. K. Stormwater management. The requirements of § 165-32 of this chapter shall apply to the total planned community development. L. Landscaping. Landscaping shall be in conformance with an overall landscaping plan or unifying concept for the development. M. Phasing. A schedule of phases shall be submitted with each proposed planned community. The schedule shall specify the year in which each phase will be completely developed. No subdivision or site plans shall be approved in the planned community unless they are in accordance with the approved schedule. (1) If a Residential Planned Community District is proposed to be developed in phases, over a period of time, common open space shall be provided with each phase in proportion to the fraction of the total area of the development in each phase. Recreational facilities shall be provided with each phase in proportion to the fraction of the total dwelling units in each phase. (2) Essential street entrances to the --planned residential community shall be provided with the initial phases of the development. (3) A reasonable balance shall be maintained between residential and nonresidential uses. The phasing plan for the development shall include a reasonable portion of the nonresidential uses in all phases of the development. [Amended 6-9-19931 N. Property owners' association. All phases of a planned community development shall be included under a single property owners' association according to the requirements of this chapter. 0. Other regulations. The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article. 16604 10-25-2001 REZONING APPLICATION #06-03 STEPHENSON VILLAGE Staff Report for the Planning Commission Public Hearing Prepared: June 27, 2003 Staff Contact: Christopher M. Mohn, AICP, Deputy Director This report is prepared by the Frederick County Planning Staff to provide information to the Planning Commission and the Board of Supervisors to assist them in making a decision on this application. It may also be useful to others interested in this zoning matter. Unresolved issues concerning this application are noted by staff where relevant throughout this staff report. As this application proceeds through the legislative review process, the response or method of resolution for each issue offered by the applicant and/or recommended by the Planning Commission or Board of Supervisors will be stated in the text of this report. Reviewed Action Planning Commission: 07/16/03 Pending Board of Supervisors: 08/13/03 Pending PROPOSAL: To rezone 821.7 acres from RA (Rural Areas) to R4 (Residential Planned Community). LOCATION: The property is located east of Milburn Road (Route 662), south of Old Charles Town Road (Route 761), and southwest of Jordan Springs Road (Route 664), approximately 2,000 feet east of Martinsburg Pike (Route 11 North). MAGISTERIAL DISTRICT: Stonewall PROPERTY ID NUMBERS: 44-A-31 [portion]; 44 -A -31A; 44-A-292; 44-A-293 PROPERTY ZONING & PRESENT USE.: Zoned: RA (Rural Areas) Use: Agricultural/Unimproved ADJOINING PROPERTY ZONING AND PRESENT USE: North: Zoned RA (Rural Areas) South: Zoned RA (Rural Areas) East: Zoned RA (Rural Areas) West: Zoned RA (Rural Areas) Use: Agricultural/Residentiall Unimproved Use: Agricultural/Residential/ Unimproved Use: Agricultural/Residential/ Unin-iproved Use: Agricultural/Residential/ Unimproved REZ #06-03, Stephenson Village Page 2 June 27, 2003 INTENDED USE: Residential Planned Community comprised of mixed housing types totaling 2,800 dwelling units with 250,000 square feet of commercial uses (190,000 square feet - retail; 60,000 square feet - office) and 44 acres dedicated for public school and recreation uses. The applicant has proposed to serve the development with a multi -modal transportation system consisting of a major collector road, a system of pedestrian and bicycle trails, and a linear park trail within the Hiatt Run Corridor. The gross residential density proposed for this development is 3.40 dwelling units per acre. REVIEW EVALUATIONS: Virginia Dept. of Transportation: All roads providing access to the site will experience "significant measurable impact" from proposed development. However, proffered transportation improvements appear to be adequate to address traffic impacts. Please see the attached letter dated 02/21103 from Ben Lineberry, Jr. P.E., Transportation Assistant Resident Engineer, VDOT Edinburg Residency. Fire Marshal: Proposed standards for private streets, culs-de-sac, alleys, and common driveways will allow adequate fire protection access. Applicant's proposed use of home sprinkler systems in certain housing types is a "first" for Frederick County and is commended as a positive life safety measure. Please see the attached comment sheet dated 03/03/2003 from Timothy L. Welsh, Assistant Fire Marshal. Clearbrook Fire & Rescue Co.: No comment offered. Please see the attached letter dated 02/26/2003 from Mark D. Smith, P.E., L.S. on behlaf of Chief Tommy Price. County Engineer: Concerned that Homeowner's Association responsibility for private curbside trash collection will be ineffective without an enforceable guarantee. It is further noted that any such guarantee must be fully enforceable without County intervention. Please see attached letter dated 05/05/03 from H.E. Strawsnyder, Jr., P.E., Director of Public Works. Frederick -Winchester Service Authority: Adequate capacity is available at the Opequon Water Reclamation Facility to accommodate the projected sewage flows of the proposed development. The conceptual plans for the sewer system for Stephenson Village include infrastructure capable of eliminating capacity concerns involving the Abrams Creek Interceptor. It is recommended that an adequately sized pumping station site be provided pursuant to Frederick County Sanitation Authority standards to enable ultimate expansion of the station to a regional facility. Moreover, the main sewage collector line should be adequately sized and appropriately routed to enable future extension of the collection system to off-site development. Please seethe attached memorandum dated 02/12/2003 from Jesse W. Moffett, Executive Director. Sanitation Authority: Capacity in the existing sewer lines, especially the Frederick -Winchester Service Authority Abrams Creek Trunk Main, is limited. While the majority of the flow generated by REZ #06-03, Stephenson Village Page 3 June 27, 2003 the project may be within the capacity of the existing lines, it is prudent to have a pump station built sometime during this development to transmit sewage directly to the Opequon Water Reclamation Facility. Gravity lines will need to be sized to convey sewage from areas in the watershed outside the development and from the SWSA in the Clearbrook/Rest Church Road area. Please see the attached comment sheet with attachment dated 02/12/2003 from John G. "itacre, Engineer, and W. H. Jones, P.E., Executive Director. Historic Resources Advisory Board: No adverse comments were offered regarding this application. However, the HRAB did offer the following suggestions to the applicant: (1) avoid bisecting the battlefield preservation tract with the proposed major collector road by locating the road on the northeast portion of the tract; (2) avoid creation of a "false sense of history" along the major collector road by limiting treatments to minimal landscaping comprised of indigenous plantings; (3) develop an interpretive plan for the preservation tract; (4) consider conducting archaeological studies of the property and ensure that artifacts are properly inventoried and preserved; and (5) consider preserving the Sam Byers House on a large parcel of land. Please see attached letter from Rebecca Ragsdale, Plannerl, dated 01/27/03. Parks & Recreation: Please see attached letter dated 02/04/03 from James M. Doran, Director of Parks & Recreation. Frederick County Public Schools: The proposed development is anticipated to generate a total of 1,156 students at project build -out. Pursuant to the outputs of the Frederick County Fiscal Impact Model, the combination of proffered land donations and monetary contributions will meet the recommended levels to mitigate projected capital facilities impacts. It is noted that continued residential growth in Frederick County, to include the proposed development, will necessitate the construction of new school facilities to accommodate increased student enrollments. Please see attached letter dated 03/20/03 from Al Orndorff, Administrative Assistant to the Superintendent. County Attorney: Proffers appear to be in proper form. Please see attached comment sheet dated 04/28/2003 from Jay Cook, Assistant County Attorney. Winchester Regional Airport: The proposed development will not have an impact on Winchester Regional Airport operations. Although the proposed development lies within the Regional Airport's airspace, it is located outside of the airport's Part 77 surface. Please see attached letter dated 02112103 from Serena R. Manuel, Executive Director. Planning & Zoning 1) Site History The original Frederick County zoning map (U.S.G.S. Stephenson Quadrangle) identifies the subject parcels as being zoned A-2 (Agricultural General). The County's agricultural zoning districts were combined to form the RA (Rural Areas) District upon adoption of an amendment to the Frederick County Zoning Ordinance on May 10, 1989. The corresponding revision of the zoning map resulted in the re -mapping of the subject properties REZ #06-03, Stephenson Village Page 4 June 27, 2003 and all other A-1 and A-2 zoned land to the RA District. 2) Location The subject site is located east of Milburn Road (Route 662), south of Old Charles Town Road (Route 761), and southwest of Jordan Springs Road (Route 664), approximately 2,000 feet east of Martinsburg Pike (Route 11 North). The parcels comprising the site are located wholly within the Stonewall Magisterial District and are used primarily for agricultural purposes. Numerous parcels adjoin the 821.7 -acre site, all of which are zoned RA (Rural Areas) and are either undeveloped or established with residential or agricultural land uses. 3) Comprehensive Policy Plan The four parcels comprising this rezoning request are all located within the boundaries of the Northeast Land Use Plan (NELUP). The properties are located wholly within the Sewer and Water Service Area (SWSA). The NELUP envisions the area comprised by the subject parcels as developing with industrial land use. Indeed, this designation is consistent with the overarching purpose of the NELUP, which is the facilitation of business and industrial development in a well planned, coordinated manner. (Comprehensive Policy Plan, p. 6-36, p. 6-39) The policies of the Comprehensive Plan governing planned communities stipulate that such development is to occur within the Urban Development Area (UDA). The NELUP does not provide for the expansion of the UDA within the study area. Planned communities and other forms of suburban residential development are therefore not accommodated within the bounds of the study area. (Comprehensive Policy Plan, p. 6-36.1, 6-60, 6-61) The preservation of environmentally sensitive areas and significant historic resources is encouraged by the NELUP. The area proposed for rezoning is adjacent to the core area of the Stephenson's Depot battlefield (Second Battle of Winchester) and includes the Byers House (#34-1124), both of which are identified by the Developmentally Sensitive Area (DSA) designation. Resources identified as DSA constitute community and historical preservation areas that are to be protected from incompatible land uses through the use of adequate buffers and screening. (Comprehensive Policy Plan, p. 6-36.1) Consistent with the transportation policies ofthe Comprehensive Plan, the NELUP specifies that proposed development should only occur if impacted road systems will function at Level of Service (LOS) "C" or better. The NELUP indicates that improvement of roads to maintain this level of service objective is the responsibility of the private property owner or developer. (Comprehensive Policy Plan, p. 6-36.2, 6-36.3, 7-5) The land use policies of the Comprehensive Plan identify the planned community approach as a preferred method for establishing new neighborhoods within the UDA. It is expected that such communities consist of an appropriate balance between residential, service, and employment uses. Indeed, by providing an environment wherein people can live, work, and shop, the planned community approach promises to more effectively mitigate the impacts of new development on the County as a whole. (Comprehensive Policy Plan, p. 6-60, 6-61) REZ #06-03, Stephenson Village Page 5 June 27, 2003 Planning Staff Comment The applicable land use policies of the Comprehensive Policy Plan promote the establishment of non-residential land uses on the subject parcels. The proposed rezoning of the site to accommodate a 2,800 -unit planned residential development is, therefore, inconsistent with adopted policy. It is noted that an extensive review of the NELUP was recently concluded, during which several alternative land use proposals were considered by the Planning Commission and the Board of Supervisors. One such alternative proposed that the subject parcels be designated for planned community land use. However, this alternative was not adopted, and the industrial land use designation applicable to the subject properties was ultimately retained. 4) Site Suitability/Environmental Features Impact Analysis Statement (p. 2. 3, 4): The subject site contains a variety of environmental features to include a perennial stream, flood plain, wetlands, steep slopes, and woodlands. The applicant proposes to incorporate the conservation of these sensitive environmental features into the overall development plan through a variety of proffered methods. The applicant has endeavored to accomplish resource conservation through the identification of two resource protection areas, which are identified as the Hiatt Run Corridor and the Wetland Intermittent Ravine Channel. The majority of the site's sensitive environmental features are captured within these two areas, the protection of which will occur through a combination of approaches, to include riparian buffers, easements, supplemental plantings, and development of resource management plans in collaboration with relevant state and non-profit environmental organizations. The proffered Generalized Development Plan delineates the location of the proposed resource protection areas. (See Proffer Statement, p. 19 - 21 and Generalized Development Plan, dated March 2003) The environmental features present on the subject parcels do not represent an impediment to site development. Such features may be described as follows: A. Flood Plain: Flood plain data for the subject parcels is delineated on the Flood Insurance Study Map for Frederick County prepared by the U. S. Department of Housing and Urban Development, Community Panel #510063-0110-B, effective date July 17, 1978. The majority of the site is located in Flood Zone C, which denotes areas of minimal flooding located outside of the 100 -year flood plain. As reported by the applicant, 100 -year flood plain, Flood Zone A, exists coincident with Hiatt Run, a perennial stream that traverses the subject site. The applicant has proffered to protect identified flood plain resources through a combination of easements and buffer areas adjacent to the 100 -year flood plain comprising the Hiatt Run Corridor. Moreover, the REZ #06-03, Stephenson Village Page 6 June 27, 2003 applicant has proffered that disturbance within the flood plain will be limited to establishment of the proposed linear park trail system, to include the trail, pedestrian bridges, benches and signage. Any disturbance within the designated flood plain area will be subject to the Flood Plain (FP) District requirements of the Zoning Ordinance. [Frederick County Zoning Ordinance, § 165-31.B. (1)] B. Wetlands: The National Wetland Inventory Map (Stephenson Quadrangle) produced by the U.S. Department of the Interior identifies seven wetland features on the subject site. The identified wetland features correspond with ponding areas adjacent to the stream system that drains to Hiatt Run. The applicant proposes to incorporate these wetland resources into the stormwater management plan for Stephenson Village and further proffers to provide buffers adjacent to wetlands located within the Hiatt Run Corridor. Pursuant to the environmental standards of the Zoning Ordinance, disturbance of wetlands is only permitted in accordance with the requirements of the U.S. Army Corps of Engineers or other qualified state or federal agency. [Frederick County Zoning Ordinance, § 165-31.B.(3)] C. Soils and Steep Slopes: The General Soil Map of the Soil Survey of Frederick County, Virginia indicates that the soils on the site are consistent with the Weikert-Berks- Blairton soil association, which is the predominant association in Frederick County east of Interstate 81. It is noted that the Weikert-Berks-Blairton soil association presents some limitations to site development due to a seasonal high water table, depth to bedrock, and slope. The management of such soil characteristics will be addressed through subsequent site engineering activities. Steep slopes (land areas of 50% slope or greater) are located within the eastern and central portions of the site, generally coincident with the ravines and drainage ways associated with Hiatt Run and the Hiatt Run stream valley. The applicant has proffered the establishment of riparian buffers along the Hiatt Run Corridor, which will minimize disturbance of steep slope areas located on the site. The applicant has acknowledged that some disturbance of steep slopes will be necessary to accommodate planned stormwater management facilities, pedestrian trail systems, and the proffered transportation program. The Zoning Ordinance stipulates that no more than 25% of steep slopes shall be disturbed or regraded. The management of steep slopes pursuant to this disturbance limitation will be addressed through subsequent site engineering activities. [Frederick County Zoning Ordinance, § 165-31.B. (6)] n_ Woodlands: Areas of mature woodlands exist on the site, most of which are coincident with the Hiatt Run Corridor. Other woodland areas are dispersed throughout the site. The applicant has proffered to preserve those woodland areas located within the Hiatt Run Corridor through the employment of 100 -foot riparian buffers. The applicant has further proffered to collaborate with the Virginia Department of Forestry to prepare a forest management plan to guide conservation of woodland resources within the project. REZ #06-03, Stephenson Village Page 7 June 27, 2003 5) Potential Impacts A. Transportation Impact ,4nalvsis Statement /n, 4 - 5): The traffic impact analysis (TLA) prepared for this application calculated transportation impacts based upon the following proffered development program: • Residential: 2,800 dwelling units (mixed housing types) • Retail: 190,000 square feet • Office: 60,000 square feet • Public: 550 pupil elementary school Using traffic generation figures from the I.T.E. Trip Generation Manual, 6" Edition, the applicant projects traffic impacts for the development in terms of three phases that correspond with years 2006, 2008, and 2015, respectively. For the purposes of the TIA, 2015 represents the year in which project build out will occur. The TIA indicates that at project build out, the planned uses will result in the generation of 25,178 new average daily trips (ADT). The total ADT generated by the development is projected by phase as follows: • Phase I (Year 2006): 10,570 ADT • Phase II (Year 2008): 17,699 ADT • Phase III (Year 2015): 25,178 ADT The new trips generated by the development will be absorbed by an external road network consisting of Old Charles Town Road (Route 761), Martinsburg Pike (Route 11), and the Exit 317 interchange of Interstate 81. This external network will be linked to the development via a proffered major collector, or "spine," road. The major collector road is the principal organizing component of the project's internal transportation system, and will ultimately consist of four travel lanes that will bisect the development and connect Old Charles Town Road and Martinsburg Pike. (See Generalized Development Plan, dated March 2003) The applicant has proffered to phase construction of the major collector road pursuant to trip volume benchmarks that will be measured through actual traffic counts recorded at the entrance to the development. As enumerated by the proposed proffer, the major collector road and related improvements will be planned, designed, and implemented when the traffic counts reach 80% of specified trip volume benchmarks. Each benchmark triggers development of a particular section of the major collector road and/or associated improvements. Moreover, the proffer indicates that construction of REZ 906-03, Stephenson Village Page 8 June 27, 2003 said improvements will be completed within eighteen (18) months of attainment of the 80% volume figure. (See Proffer Statement, p. 10, Section F.) Based upon the proffered trip volume benchmarks, the incremental construction of the major collector road will occur in relation to the three overall transportation phases as follows: • Phase I (2006): Fully constructed within development boundaries - four (4) lane section extending from project entrance at Old Charles Town Road to limits of the project. • Phase II (2008): Extension of two (2) lane half -section from terminus of four (4) lane section at development limits to Martinsburg Pike; intersection with Martinsburg Pike will be aligned with entrance to Rutherford's Farm Industrial Park. • Phase III (2015): Remaining additional lanes constructed between development limits and Martinsburg Pike; construction completed. In addition to construction of the major collector road, the transportation program proffered by the applicant includes signalization of off-site intersections, turn lane additions and lane widening on external roads, and the provision of pedestrian and bicycle lanes. The proffered traffic signalization agreements will involve the intersections of Martinsburg Pike and Old Charles Town Road, Old Charles Town Road and the major collector road, and the entrance of Rutherford's Farm Industrial Park on Martinsburg Pike, which will ultimately align with the terminus of the major collector road. (See Proffer Statement, p. 7, 8, 9, 10, 11) The analysis anticipates that background traffic in the study area will increase by 5% annually through 2010 and by 3% between 2010 to 2015. Moreover, estimated background conditions assume development of 1,400,000 square feet of commercial and industrial land uses in the Rutherford's Farm Industrial Park during the same time period. Background traffic is that which is not generated by the proposed development. The TIA concludes that the improvements proffered by the applicant will ensure Level of Service (LOS) Category "C" conditions or better on study area roads during peak traffic periods throughout Phase I and Phase H. However, with the conclusion of Phase III, at project build out, several study area intersections are projected to function at LOS Category "D" during peak traffic conditions. (See "A Phased Traffic Impact Analysis of Stephenson Village, "p. 11, 19, & 27). REZ 906-03, Stephenson Village Page 9 June 27, 2003 VDOT Comment All roads providing access to the site will experience "significant measurable impact" from proposed development. However, proffered transportation improvements appear to be adequate to address traffic impacts. (See attached letter dated 02/21/03 from Ben Lineberry, Jr. P.E., Transportation Assistant Resident Engineer, VDOT Edinburg Residency) Planning Staff Comment The infrastructure policies of the Northeast Land Use Plan (NELUP) stipulate that new development should only occur if impacted road systems will function at Level of Service (LOS) Category "C" or better. Indeed, this NELUP provision reinforces the general transportation policies of the Comprehensive Policy Plan, which establish LOS Category "C" as the desired condition on roads adjacent to and within new development. The transportation program proffered by the applicant achieves the functional standards established by policy until the latter stages of development, when the combined effect of background traffic growth and new vehicle trips originating from the proposed development yield diminished levels of service. Indeed, at project build out, peak hour LOS Category "D" conditions are shown at several study area intersections, most notably those intersections located at or near the Interstate 81 interchange. B. Historic Resources Impact Analysis Statement (p. 8 - 9): As reported by the applicant, the Frederick County Rural Landmarks Survey includes one structure located on the subject site, which is identified as the Samuel Byers House (# 34-1124). This structure is identified as potentially significant due to its architectural style. The applicant has proffered to preserve and adaptively reuse this resource as they deem appropriate. The Frederick County Rural Landmarks Survey further includes several potentially significant resources that are located on properties adjoining the subject site. Specifically, the Helm McCann property (# 34-703) and the Milburn Chapel and Cemetery (# 34-950) are located to the west of the site and the Jordan Springs Hotel (# 34-110) is located to the southeast of the site. Also located near the project site is Milburn Road (Route 662), which is identified by the 1995 Frederick County - Winchester Battlefield Network Plan as a significant historic corridor as it provides a linkage between areas associated with the Second and Third Battles of Winchester. The Northeast Land Use Plan (NELUP) further identifies the Milburn Road corridor as a developmentally sensitive area (DSA). The applicant has suggested that development of the Stephenson v inage planned community will not impact the viewsheds associated with these off site resources. The 1992 National Park Service Study of Civil War Sites in the Shenandoah Valley of Virginia identifies the core battlefield area of Stephenson's Depot on property located immediately adjacent to the subject site. The property containing this resource is not REZ #06-03, Stephenson Village Page 10 June 27, 2003 included in this rezoning application. However, as shown on the proffered Generalized Development Plan (GDP), the major collector road planned with this project will traverse a portion of core battlefield land. Moreover, the GDP depicts the development of mixed residential land uses adjacent to the core battlefield area. (See Generalized Development Plan, dated March 2003) C. Sewer and Water ImpactAnalysis Statement (p. S. 6): At full build -out, the planned residential community is projected to equally impact the public water and sewer system, consuming and conveying approximately 689,000 gallons per day (GPD) of water and wastewater, respectively. Water supply will originate from the Global Chemstone Quarry and be distributed from the Northern Water Treatment Plan via an existing 10 -inch water main that will be supplemented by a planned 20 -inch line, both of which extend along Martinsburg Pike. At present, this water source is yielding 1.5 million gallons per day (MGD). Sewage conveyance will occur through an 8 -inch sewer force main that will flow to the Redbud Run Pump Station, which will convey the project's effluent to the Opequon Water Reclamation Facility. The Frederick - Winchester Service Authority (FWSA) reports that adequate capacity is available at the Opequon Water Reclamation Facility to accommodate the projected sewage flows of the proposed development. It is noted that all water and sewer infrastructure will be provided by the applicant pursuant to the Frederick County Sanitation Authority's (FCSA) Route 11 North Sewer and Water Service Area Plan, which was approved by the Board of Supervisors in 2002. Included with this plan is the development of the Lower Hiatt Run Pump Station, a regional facility that the applicant has proffered to construct. 7) Proffer Statement (dated January 8, 2003, revised through April 24, 2003): A proffer analysis report, dated April 16, 2003, was prepared for the applicant delineating staff concerns regarding proffer language, implementation methods, and the structure of the proffer statement. The applicant responded to this report with a revised proffer statement that addressed staff concerns. The proffer statement included with this application is therefore acceptable to staff as a technical document. Should this application be approved, staff is comfortable that the proffer statement will result in the development program outlined by the applicant in the impact analysis statement. A copy of the proffer analysis report is included with the review agency comments attached with this staff report. It is noted that the proffer statement for Stephenson Village is extensive, involving twenty-three distinct sections. Arguably the most critical component of the proffer statement is the Community Design Modification Document, which includes a series of nine requests for modifications to certain provisions of the Frederick County Code. The viability of these REZ 06-03, Stephenson Village Page 11 June 27, 2003 requests is dependent upon the approval of an amendment to Article VII of the Zoning Ordinance to allow Code modifications with requests for R4 zoning. This proposed amendment is scheduled for public hearings on the same dates as the subject rezoning application. The remainder of the proffer statement is fundamentally dependant upon the regulatory flexibility sought through the modification document. Given the importance of these requests to the applicant's proffer statement and, therefore, the overall rezoning proposal, staff has provided an overview of the modification process as well as a detailed discussion concerning each request. Following the modification discussion, the remainder of the proffer statement is briefly summarized by section. A. Section 1: Community Design Modification Document (Proffer Statement, p. 2): Background of Modification Concept: The applicant initially included a series of twenty-two requests for waivers from certain requirements of the Frederick County Code ("the Code") applicable to planned residential developments with the proffer statement. The majority of these waiver requests involved provisions of the Zoning Ordinance and Subdivision Ordinance and were proposed as a means of facilitating the design plan for Stephenson Village. Exemptions and/or waivers to the requirements of the Code applicable to planned residential developments are currently enabled pursuant to Section 165-72.0. of the Zoning Ordinance, which states: Other regulations. The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article. This provision plainly articulates that an exemption or waiver cannot be legally proposed or considered for a planned residential community except where said exemption is expressly permitted by Article VII of the Zoning Ordinance. The provisions of Article VII limit exemptions to proposals for alternative dimensional requirements and alternative landscaping and buffering plans. As such, the majority of the waiver requests originally sought by the applicant through the proffer statement were determined to not be permitted due to the absence of language in Article VII specifically enabling the desired exemptions. It was recognized that an alternative method would be required for the applicant to achieve the regulatory flexibility necessary for the Stephenson Village design concept. As an option, staff proposed an amendment to Article VII that would expand opportunities for modifications to ordinance provisions applicable to planned residential development. Through this approach, an applicant for R4 zoning would be allowed to seek modifications to any provision of the Code impacting physical development. The applicant would be required to provide justification for the request to include a proposed REZ #06-03, Stephenson Village Page 12 June 27, 2003 alternative - or "modified" - standard in lieu of the ordinance requirement for which the modification was being sought. The applicant would further be expected to identify the need or role of the alternative standard in the overall design concept. A blanket waiver or exemption would not be permitted. As envisioned by staff, following Planning Commission review, the Board of Supervisors would consider and approve each modification request included with an R4 rezoning application on its merits pursuant to the applicant's justification. Moreover, modifications would be considered concurrent with the rezoning application and, if accepted with the proffer statement, the alternative or modified standards would be included as conditions of the rezoning approval. Such legislatively approved modifications would serve as an effective means of accommodating the unique vision expected with a planned residential community while simultaneously assuring the relevance of both the public process and the public purposes of the Code. The proposed amendment would replace the current language of Section 165-72.0. with the following: § 165-72.0. Modifications; applicability of other regulations. (1) An applicant may request as part of an application for rezoning to the R4 District that a modification to specific requirements of the subdivision ordinance, this chapter or other requirements of the Frederick County Code applicable to physical development be granted. The applicant shall demonstrate that the requested modification is necessary or justified in the particular case by a demonstration that the public purpose of these ordinances, as applied to the particular case, would be met to at least an equivalent degree by such modification. The Board of Supervisors may approve or disapprove such request, in whole or in part. (2) The applicant shall provide sufficient information to enable evaluation of the request by the Board of Supervisors. Materials submitted should include or be supplemented by: (a) specification of the code section(s) to be modified and the proposed alternative standard; (b) exhibits demonstrating application of the modified standard such as a detailed plan and/or elevation drawing; and (c) identification of the relationship of the modification to the overall community concept. (3) The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically ixeiilpLcu Uy ti>ls at LIc1e ori —no dilieu uy tuc Board of JUpei visors through the rezoning process. The applicant accepted this option and staff is processing the proposed ordinance amendment concurrently with this rezoning application. The applicant subsequently condensed the original waivers into nine modification requests. These requests and the REZ #06-03, Stephenson Village Page 13 June 27, 2003 applicant's justification for each are delineated through the Community Design Modification Document, which is included as Exhibit F of this application. If approved, each alternative design standard specified in the proffered Community Design Modification Document will constitute a condition of rezoning approval, and will therefore be incorporated as a provision of the Zoning Ordinance uniquely applicable to Stephenson Village. As with any proffered condition, an adopted alternative design standard may only be changed pursuant to Board of Supervisors approval through the rezoning process delineated in Article H of the Zoning Ordinance. Indeed, unless amended in accord with said provisions, an alternative design standard will apply to development within Stephenson Village in perpetuity, regardless of action subsequent to application approval either amending or deleting the underlying Zoning Ordinance requirement. It is noted that approval of both the proposed ordinance amendment and modification document is critical to the viability of subsequent provisions of the applicant's proffer statement. Indeed, disapproval or alteration of the amendment or any of the proposed modifications will likely necessitate adjustments to the overall development program. Should either the proposed amendment or the requested modifications be disapproved, either in whole or in part, the remainder of the proffer statement and the proffered Generalized Development Plan must be altered to reflect such action prior to further consideration of this application. Community Design Modification Document (Rezoning Exhibit F) • Modification #1 - � 165-71. Mixture of Housing Types Required The R4 District requirements stipulate that no more than 40% of the residential uses in a planned residential community shall consist of duplexes, multiplexes, atrium houses, weak -link townhouses, townhouses, or garden apartments or any combination of said housing types. The applicant is requesting that this standard be modified to allow housing types identified under the townhouse, multi -family, and active adult categories included in the proposed "Mixed Residential Matrix" to comprise a maximum of 60% of the residential uses in Stephenson Village. The proposed "Mixed Residential Matrix" includes four categories ofhousing types: single family dwellings, townhouse dwellings, multi -family dwellings, and active adult dwellings. A minimum and maximum ratio is proposed for each category. The employment of such ranges is intended to ensure a mix of housing types while allowing for variation in the ultimate composition of the overall housing mix. Specific housing types are identified under these categories, to include several that are permitted and defined by the current Zoning Ordinance as well as new housing types proposed in Section 21 of the Proffer Statement. (See Proffer Statement, p. 23, 24) REZ #06-03, Stephenson Village Page 14 June 27, 2003 If Modification #1 is approved, the proposed "Mixed Residential Matrix" will govern the categorization of housing types and the residential mix for Stephenson Village. (See "Rezoning Exhibit F" for applicant's justification) Planning Staff Comment: The current requirement of § 165-71. ensures that single family detached dwellings will comprise a minimum of 60% of the residential mix in a planned residential community. As proposed by the applicant, non -age restricted single family dwellings will comprise a minimum of 30% and a maximum of 64% of the residential mix of Stephenson Village. In contrast to the current ordinance requirement that yields a housing mix predominated by single family detached units, the applicant's modified standard could result in the opposite scenario, with 51 ° U of the housing in Stephenson Village consisting of townhouse and multi -family unit types. It is noted that the applicant has committed to developing a minimum of 19% of the project with active-adult/age-restricted units, which could be increased to a maximum of 53% of the overall mix. In the event the latter ratio develops, the predominant housing in Stephenson Village would be active-adult/age-restricted, which could develop with either single family or multi -family unit types. • Modification #2 - & 165-69. Permitted Uses, § 165-72.B(2) - Alternative Dimensional Requirement Plan The R4 District requirements allow for all uses permitted in the RP District within the planned residential community. Moreover, the Zoning Ordinance permits the adoption of an alternative dimensional requirement plan for the residential uses planned for the development. The applicant is requesting a modification to the permitted uses section to allow the introduction of new housing types to complement those permitted by the RP District. The new housing unit types are identified in Section 21 of the Proffer Statement, and include the following: carriage house, non - alley carriage house, cottage house, and courtyard cluster. This request also includes modified standards for single family small lot and townhouse units, which are permitted RP District housing types. (See Proffer Statement, p. 23, 24) If Modification #2 is approved, the new housing types identified in Section 21 of the Proffer Statement will be permitted in Stephenson Village pursuant to the dimensional standards delineated in "Rezoning Exhibit F." Moreover, through approval of this modification, alternative dimensional standards will be accepted for single family small iot and townhouse housing types in lieu of tlne current RP District requirements. (See "Rezoning Exhibit F" for applicant's justification) Planning Sta E Comment: The proposed new housing types represent a notable departure from the typical suburban residential development experienced by Frederick County under RP zoning. Indeed, these housing types and the REZ 906-03, Stephenson Village Page 15 June 27, 2003 accompanying alternative dimensional standards are the foundation for the distinctive residential form envisioned by the applicant for Stephenson Village. It is noted that all relevant review agencies have examined the proposed dimensional standards and determined that said standards satisfy all applicable technical requirements. • Modification #3 - & 165-72.D. Commercial and Industrial Areas; § 165-72.M. Non-residential Land Use Phasing The R4 District requirements stipulate that a minimum of 10% of the gross area of a planned residential community shall be used for business and industrial land uses, and that such uses shall not exceed 50% of the gross land area. Moreover, the Zoning Ordinance requires that each phase of a planned community development shall include a reasonable amount of non-residential land uses. The applicant is requesting that both of these standards be modified to (1) allow a minimum of 4% of the gross area of the proposed planned residential community to be used for business land uses and (2) eliminate the requirement that non-residential uses be integrated throughout the development in favor of centralizing business uses in a single commercial node. The applicant has proffered a development program that allocates approximately 4% of the gross land area for commercial land uses, the majority of which will form a 26 -acre commercial center (Land Bay V). The remaining business land uses are planned within the mixed residential area (Land Bay III) and will comprise approximately 7 acres, which are likely to develop with a day care or other service- oriented use. The applicant has guaranteed that a minimum of 60,000 square feet of commercial uses will develop in Stephenson Village, with maximum possible business development comprising 250,000 square feet (190,000 square feet ofretail; 60,000 square feet of office). (See Proffer Statement, p. 4, S, 16, & 17 and Generalized Development Plan, dated March 2003) If Modification #3 is approved, the applicant will be permitted to limit commercial development to 4% of the gross land area of the planned residential community, which equates to approximately 33 acres devoted to commercial land uses. Additionally, this modification will relieve the applicant of the requirement that each phase of development include non-residential land uses, thereby enabling commercial development to occur entirely within a centralized node. Approval of this modification is necessary for acceptance of both the applicant's proffered development program delineated in Section 3 of the Proffer Statement, and the proffered Generalized Development Plan dated March 2003. (See "Rezoning Exhibit F"for applicant's justification) Planning Staff Comment: The non-residential component of a planned community development is necessary to achieve a dynamic mixed use land use pattern that REZ #06-03, Stephenson Village Page 16 June 27, 2003 facilitates efficiencies of form and function impossible through the one dimensional residential focus of RP zoning. The R4 District therefore requires a mix of retail, business/office, and light industrial land uses, which, when integrated with a mix of housing types, provides internal service and employment opportunities accessible via the community's multi -modal transportation system. The non-residential ratios required by the ordinance are intended to ensure that the advantages of planned community developments are maximized for both the residents of such communities and the County as a whole. Without a diverse array of non-residential uses that includes sufficient employment -oriented business and industry, the development program for Stephenson Village will fail to achieve a land use pattern that is distinguishable from other suburban residential areas of Frederick County. • Modification #4 - � 165-72.F. Recreational Facilities The R4 District requirements stipulate that one (1) recreational unit be provided for every thirty (30) units developed within a planned residential community. The applicant is requesting a modification to allow the monetary value of a "tot lot" facility to represent the equivalent of one recreational unit. This value figure would be applied to the recreational facilities being proffered by the applicant as a method to quantify ordinance compliance. The applicant is not seeking a modification of the recreational facility ratio required by the ordinance. Rather, the applicant is proposing a means for evaluating the value of the proffered recreational facilities vis-a-vis the required ratio. If Modification #4 is approved, the monetary value of a tot lot facility will be the equivalent of one recreational unit for the purposes of determining the number of recreational units represented by the applicant's planned recreational facilities. (See "Rezoning Exhibit F" for applicant's justification) Planning Staff Comment: It is noted that the RP District requirements of the Zoning Ordinance identify a tot lot as an example of a single recreational unit. No comment has been formally submitted by the Department of Parks and Recreation concerning the requested modification. • Modification #5 - § 165-72.I. Road Access § 165-29.A.(14) Motor Vehicle Access § 144-24.C., C.2(a), C.2.(b) Lot Access The R4 District requirements stipulate that a planned community development be developed with a complete system of public streets dedicated to the Virginia Department of Transportation (VDOT). Moreover, both the Zoning Ordinance and Subdivision Ordinance limit private road access only to those developments comprised exclusively of single family small lot and multi family housing. The applicant is requesting a modification of these road access standards to (1) allow for REZ 906-03, Stephenson Village Page 17 June 27, 2003 a complete system of private streets within the active -adult portion of the community (Land Bay IV), and (2) permit private access roads extending from public streets to serve a maximum of five dwelling units, or ten dwelling units if the private access road connects two public streets, within the mixed residential land bay (Land Bay III). The applicant proposes that all private roads will be constructed to meet or exceed VDOT public road standards. The remainder of the project will be served by public roads as required by ordinance. If Modification #S is approved, the active adult portion of Stephenson Village will be allowed to develop with a complete system ofprivate roads, regardless of the mix of housing types provided. Moreover, in the mixed residential portion of the community, private access roads will be permitted to serve no more than five (5) single family dwelling units, or a maximum of ten (10) units if the private access road connects two public streets. (See "Rezoning Exhibit F" for applicant's justification) Plannin,�Sta Comment: The maintenance of private roads and access ways will be the exclusive responsibility of the property owners through the governing Homeowner's Association (HOA). The granting of this modification would enable the creation of "flag" or "pipestem" lots, which can cause confusion for property owners and result in administrative challenges for staff. At present, private road access to single family lots is permitted only in the context of minor rural subdivisions in the RA (Rural Areas) District. A minor rural subdivision involves no more than three (3) lots. It is noted that the relevant review agencies have been consulted regarding the dimensional standards proposed for the private roads and access ways, and are satisfied that such standards will meet applicable technical requirements. • Modification #6 - § 165-72.M. Phasing The R4 District requirements stipulate that a phasing plan must be submitted that identifies the year in which each phase of development will be completed. The applicant is requesting modification of this requirement to eliminate the need to specify the concluding year for each phase and to instead enable phasing of land bay development to be determined at the time of master plan approval. The applicant has committed to completing phases in a specified sequence in those cases where a sequence or schedule is included with the Master Development Plan. However, the applicant is seeking greater flexibility to develop multiple phases simultaneously and to contract with a variety of builders who will operate on independent schedules. The phasing of development of non -age restricted dwelling units will occur at an annual rate of 8% pursuant to Section 2 of the Proffer Statement. (See Proffer Statement, p. 3) If Modification #6 is approved, land bay development within Stephenson Village REZ #06-03, Stephenson Village Page 18 June 27, 2003 will not follow a schedule or plan delineating the overall sequence of development or the concluding year of a given land bay's development. Phasing will be governed exclusively by the proffered limitation on permits for non -age restricted dwelling units specified in Section 2 of the Proffer Statement. Said provision stipulates that non -age restricted dwelling units will be developed at a rate not to exceed 8% annually. There is no phasing proposed for the active adult/age restricted housing component of the project. (See "Rezoning Exhibit F" for applicants justification) Planning Staff Comment: The applicant has proffered phasing mechanisms for development of the non -age restricted residential component of the project as well as the planned transportation system. Thus, the overall pace of development is clearly defined, as is the timing and sequence of improvements comprising the proposed transportation system. However, pursuant to this modification request, the progression of development within each land bay and the coordination of improvements during "multi -phase" development will remain undetermined until Master Development Plan (MDP) approval. (See Proffer Statement, p. 3, 10, & 11) • Modification #7 - � 165-72.G.(1) Buffers and Screening Road efficiency buffers are utilized to lessen the impacts of interstate, arterial, primary, and major collector roads on adjoining residential land uses. The R4 District requirements stipulate that road efficiency buffers shall be provided in accordance with the specifications of § 165-37 of the Zoning Ordinance. As such the inactive portion of a road efficiency buffer must be a minimum of forty (40) feet in depth, measured from the edge of the right-of-way of a major collector road. The inactive buffer area must contain the screening elements of a full buffer as defined by ordinance. A road efficiency buffer also requires an active buffer component comprised of forty (40) feet, for a total buffer distance of eighty (80) feet. The applicant is requesting modification of the road efficiency buffer requirements to allow variations in the width of the inactive buffer area required adjacent to the planned major collector road. Pursuant to the applicant's illustrative renderings, the inactive buffer width would be a minimum of twenty five (25) feet. The applicant has indicated that the screening requirements of the ordinance would be exceeded where buffer distance is reduced. If Modification #7 is approved, the road efficiency buffer required adjacent to the planned major collector road will include an inactive portion that varies in width from a maximum of forty (40) feet to a minimum of twenty (25) feet. Although the distance buffer would be reduced in size, the screening comprising the inactive buffer area would exceed standard ordinance requirements. (See "Rezoning Exhibit F" for applicant's justification) Planning Staff Comment: The effective combination of distance and screening is critical to the mitigation of traffic impacts on adjoining residential uses. As REZ #06-03, Stephenson Village Page 19 June 27, 2003 proposed by the applicant, the significant enhancement of screening to off -set the reduction in size of the inactive buffer is essential to ensure the mitigative value of the road efficiency buffer. If granted, this modification would not impact the inactive portion of the buffer, which the applicant will be required to provide as specified by ordinance. • Modification #8 - � 165-68. Rezoning Procedure The R4 District requirements stipulate that a complete Master Development Plan (MDP) shall be submitted with an application for R4 zoning. The applicant is requesting modification of this request to allow submission of a proffered Generalized Development Plan (GDP) at the time of rezoning instead of the complete MDP. The GDP would identify the relationship of the project site to the surrounding transportation network and adjoining land uses. Moreover, the GDP would provide a general layout for the proposed development, organizing the entire acreage into land bays identified for either residential or non-residential land uses. The GDP would further include a table delineating the approximate size of each land bay as well as housing types and ratios for residential land bays. The applicant would submit MDP applications for review subsequent to rezoning approval, at which time greater detail concerning land bay development would be provided. (See Generalized Development Plan, dated March 2003) If Modification #8 is approved, a proffered Generalized Development Plan (GDP) will be processed with this application instead of a detailed Master Development Plan (MDP). MDP submission would follow rezoning approval pursuant to the application sequence typical for development in other zoning districts as outlined by the Zoning Ordinance. Planning Stag' Comment: The applicant has include a proffered Generalized Development Plan (GDP) with this application and is seeking the requested modification pursuant to discussions with staff. The level of detail required with a complete Master Development Plan (MDP) is difficult to provide with a rezoning application when considering a project of the scope and scale of Stephenson Village. A proffered GDP will effectively represent the overall development concept and can sufficiently guide the implementation of proffered conditions via subsequent development applications. • Modification #9 - U65-133.13. Master Development Plan, Contiguous Land x165-14LA.(8) Maser Development Pian, Contents § 165-141.B.(2);(4);(8) Master Development Plan, R4 Contents The referenced provisions of the Zoning Ordinance govern the required scope and contents of a Master Development Plan (MDP). Collectively, these provisions stipulate that the entirety of a project site shall be included and planned under a REZ 906-03, Stephenson Village Page 20 June 27, 2003 single MDP. Citing the size and scope of the Stephenson Village project, the applicant is requesting modification of the referenced provisions to enable the submission of a series of MDP applications to accommodate the incremental development of Stephenson Village over time. Each successive MDP application will provide aggregate development data for the project, effectively tabulating the status of the project relative to the proffered development program and other proffered conditions. The proffered Generalized Development Plan (GDP) will serve as the guide for all MDP submissions. If Modification #9 is approved, the applicant will be permitted to submit a series of Master Development Plan (MDP) applications to address the incremental development of the project. This process would occur in lieu of a singular MDP accommodating the "total development" of the planned community. Each MDP would provide aggregate development data thereby ensuring effective monitoring of project status and conformity with proffered conditions. (See "Rezoning Exhibit F" for applicant's justification). Planning Staff Comment: The proffering of a Generalized Development Plan (GDP) is appropriate for a project the size of Stephenson Village. A series of Master Development Plan (MDP) submissions will facilitate the incremental implementation of the development program that will be conceptually represented by the GDP and detailed by the proffer statement. Indeed, through such an approach, each MDP will serve as a discernable "building block" toward completion of the overall development program. The modified process requested by the applicant would arguably not compromise the comprehensive orientation of the MDP program. B. Section 2: Phasing Plan to Minimize Sudden Impacts on County Services (Proffer Statement, p. 2, 3) • Additional Proffer Payment - The applicant has proffered to double the monetary contribution to Frederick County for public schools for each student that exceeds "a cumulative yearly total increase of 60 students per year." The additional monetary payment of $3,925 will be adjusted every seven years to reflect the Consumer Price Index (CPI). • Limitation on Permits - The applicant has proffered that no more than 2,800 residential units will be developed within Stephenson Village. This unit limitation results in a maximum gross residential density of 3.40 units per acre. The applicant has further proffered to phase development of the non -age restricted units at a rate of 8% per year. Active adult/age restricted housing and elderly housing are excluded from the phasing program. C. Section 3: Uses, Density and Mix of Housing Types (Proffer Statement, p. 3, 4, S) REZ #06-03, Stephenson Village Page 21 June 27, 2003 • Land Bay Breakdown Table - The applicant has proffered a Generalized Development Plan (GDP) that includes five distinct land bays. The land uses planned for these land bays have been proffered through the Land Bay Breakdown Table, which sets the fundamental parameters for the development. The table may be summarized as follows: Land Bay I - Elementary School (land dedication); Land Bay H - Public Park (land dedication); Land Bay III - Mixed Residential (mix of single family detached, townhouse, and multi -family units); Land Bay IV - Active Adult (mix of unit types); Land Bay V - Commercial Center. The table further identifies the minimum and maximum ratios permitted for the housing categories proffered within each land bay. • The total commercial area is proffered to consist of 33 acres that will be located within Land Bays III and V, respectively. It is noted that the business uses planned for Land Bay III, which is the mixed residential area, are intended to be neighborhood -scale service-oriented uses. The planned 26 -acre commercial center will serve as the principal commercial node for Stephenson Village and will be located within Land Bay V. • Open Space - The Hiatt Run Corridor and the Wetlands Intermittent Ravine Channel, both of which are proffered resource protection areas, total approximately 125 acres. The applicant has proffered to disperse the remaining 121.5 acres of required open space throughout the four residential land bays. • Active Adult and/or Affordable Housing for the Elderly - The applicant has proffered that active adult housing may comprise up to 53% of the total housing units in Stephenson Village, which, if developed to this maximum ratio, would involve development of active adult units in both Land Bay III and Land Bay IV. Regardless of the ratio of active adult units, in no case shall the total number of housing units exceed 2,800. • Heavy Commercial and Light Industrial Land Uses - The applicant has proffered to exclude all uses permitted in the B3 (Industrial Transition) and M1 (Light Industry) Zoning Districts, unless such uses are otherwise permitted in the B 1 (Neighborhood Business), B2 (General Business), or RP (Residential Performance) Zoning Districts. Truck stops are expressly prohibited. D. Section 4: Applicant to Pay 100% of Capital Facilities (Proffer Statement, p. S, 6) • Fiscal Impact Model - The Frederick County Capital Facilities Impact Model demonstrated a fiscal impact to capital facilities in the amount of $5,327 per residential unit. The applicant has proffered to accommodate 100% of this figure through a combination of monetary contributions and land donations. It is noted that land donations are assigned a value of $30,000 per acre. • Consumer Price Index (CPI) - All proffered monetary contributions will be adjusted every seven (7) years to reflect the Consumer Price Index (CPI) - All Urban Consumers (Current Series). • Active Adult Contributions & Premium - Capital facilities that are not directly REZ #06-03, Stephenson Village Page 22 June 27, 2003 impacted by active adult housing, such as public schools, will not receive a monetary contribution for such housing. However, the applicant has proffered to pay a 50% premium on proffer contributions for fire and rescue per each active adult unit, in excess of the impact figure identified by the impact model. The applicant has also proffered to pay a 100% premium for fire and rescue per each elderly housing unit. These premiums are intended by the applicant to off -set the increased demand on fire and rescue services common with such populations. E. Section 5: Monetary Contribution to Develop Heritage Tourism (Proffer Statement, p. 7) • Matching Funds - The applicant has proffered to make a direct contribution to Shenandoah University Historical and Tourism Center in the amount of $75,000. This contribution will be made in the form of matching funds intended to promote heritage tourism. • Implementation Note: The above -referenced contribution is not enforceable by Frederick County and will occur as a private transaction between the applicant and Shenandoah University Historical and Tourism Center. F. Section 6: Monetary Contribution to Clear Brook Volunteer Fire and Rescue, Inc. (Proffer Statement, p. 7) • Direct Contribution - The applicant has proffered to make a direct contribution to Clear Brook Volunteer Fire and Rescue, Inc. in the amount of $200,000. The proffered funding will be dispersed in four installments pursuant to development thresholds identified by proffer. This contribution is intended to mitigate the impact of the development on volunteer fire and rescue services. • Implementation Note: The above -referenced contribution is not enforceable by Frederick County and will occur as a private transaction between the applicant and Clear Brook Volunteer Fire and Rescue, Inc. G. Section 7: Multi -Modal Transportation Improvements (Proffer Statement, p. 7, 8, 9, 10, & 11) • Major Collector Road - The applicant has proffered to dedicate an 80 foot right-of- way and construct a major collector road from the project entrance on Old Charles Town Road through Stephenson Village, and across properties currently owned by McCann and Omps to U.S. Route 11 (Martinsburg Pike). The major collector road will ultimately be completed as a four lane boulevard constructed pursuant to VDOT standards. The applicant has proffered to include landscaped medians and bicycle lanes with the major collector road. • Major Collector Road Construction - The major collector road will be contructed in phases, beginning with its development within Stephenson Village as a two lane half -section. The major collector road will be constructed to its ultimate four -lane REZ #06-03, Stephenson Village Page 23 June 27, 2003 configuration in increments, the development of which will be triggered by a series of traffic volume thresholds measured through trip counters located at the project entrance. The applicant has proffered that design of improvements will occur when 80% of a given volume threshold is reached and the completion of improvements will occur within 18 months of the date of the 80% measurement. • Active Adult Gated Community - The applicant has proffered that the entrance to the active adult section of the development will be gated. The applicant intends to serve the active adult community exclusively with private roads constructed to VDOT public road standards. • Old Charles Town Road Improvements - The applicant has proffered to complete all necessary entrance improvements at the intersection of the major collector road and Old Charles Town Road during the first phase of development. Moreover, the applicant has proffered to execute signalization agreements with VDOT for the intersections of Old Charles Town Road and Route 11 and the major collector road. Actual signalization will occur when warranted by VDOT. Pursuant to a specified traffic volume threshold, the applicant has proffered to bond and commence construction of a three -lane section of Old Charles Town Road from the Stephenson Village entrance to Route 11. • Interstate 81 Interchange Improvement Contribution - The applicant has proffered to contribute $50,000 in matching funds for use by either VDOT or Frederick County for improvements to the Interstate 81 - Route 11 interchange at Exit 317. H. Section 8: School and Ball Field Sites, Community Facilities and Public Use Areas (Proffer Statement, p. 11, 12) • School Site - The applicant has proffered to dedicate 20 acres of land to the Frederick County School Board for use as a public school site. This site is shown on the proffered Generalized Development Plan (GDP) as Land Bay I. The applicant intends to apply this acreage to the open space requirement for the development. • Soccer and Ballfield Site - The applicant has proffered to dedicate 24 acres of land to Frederick County or such other entity as Frederick County designates for public recreation sites. This site is shown on the proffered Generalized Development Plan (GDP) as Land Bay II. The applicant intends to apply this acreage to the open space requirement for the development. I. Section 9: Recreational Amenities and Linear Park (Proffer Statement, p. 13, 14) • Recreational Center - The applicant has proffered to construct a recreation center within the mixed residential area (Land Bay III). This facility may be located anywhere within said land bay at the discretion of the applicant. However, the location of the recreation center will be identified on the Master Development Plan (MDP) applicable to this portion of the development. The applicant has proffered REZ #06-03, Stephenson Village Page 24 June 27, 2003 that the recreation center will include a bathhouse and a 6 -lane, 25 meter competition swimming pool. This facility is intended for use by residents of the development. The bonding and completion of this amenity will occur pursuant to development thresholds specified by proffer. • Active Adult Recreation Center - The applicant has proffered to construct a recreation center within the active adult land bay (Land Bay IV) for use by residents of the active adult community. The bonding and completion of this amenity will occur pursuant to development thresholds specified by proffer. • Pedestrian Trail Sidewalk System - The applicant has proffered to construct a pedestrian trail or sidewalk system to link the recreation centers to the surrounding neighborhoods. • Linear Park Trail - The applicant has proffered to dedicate a fifteen -foot wide trail easement to the Frederick County Parks and Recreation Department for the purposes of a linear park trail. The trail will be located within the Hiatt Run Corridor and extend along the length of the corridor, a distance of approximately 3,800 linear feet, as depicted on the proffered Generalized Development Plan (GDP). The applicant has proffered to construct a six-foot wide asphalt or concrete trail within the dedicated easement. The applicant intends to apply the area of the Hiatt Run Corridor, to include the trail, to the open space requirement of the development. J. Section 10: Active Adult Age -Restricted Housing (Proffer Statement, p. 14, 1 S) • Deed Language - The applicant has included the language to be recorded with the deeds for designated active adult age -restricted properties. • Implementation Note - The provisions included in this section are not enforceable by Frederick County. Implementation of rules and regulations concerning the occupancy of designated active adult age -restricted units is the sole responsibility of the applicant and/or the governing Homeowner's Association. K. Section 11: Affordable Housing for the Elderly (Proffer Statement, p. 15) • Provision of Affordable Housing for the Elderly - The applicant has proffered to develop affordable housing for the elderly at such time that 50% of the proffered retail space (95,000 square feet) has been developed and pursuant to all necessary state and federal approvals. Moreover, such housing will only be constructed if the project qualifies for government funding dispersed through the Multi -Family Loan Program and the Low income Housing Tax Credit Program or equivalent. The applicant has proffered that should such funding prove unattainable, any units planned for affordable elderly housing will be developed as active adult age - restricted units. L. Section 12: Preservation of Historical and Cultural Resources (Proffer Statement, p. 16) REZ #06-03, Stephenson Village Page 25 June 27, 2003 • Byers House - The applicant has proffered to preserve the potentially significant Samuel Byers House. The applicant has reserved the right to adaptively reuse the structure as they deem appropriate. • Cemeteries -The applicant has proffered to identify and preserve any cemeteries found on the project site. M. Section 13: Commercial Center (Proffer Statement, P. 16, 17) • Commercial Center Location and Development - The applicant has proffered to locate a commercial center on land identified as Land Bay V on the proffered Generalized Development Plan (GDP). The applicant has proffered a maximum of 250,000 square feet of commercial land use in Stephenson Village, of which the majority will be located in the commercial center. Smaller commercial nodes may be located within the mixed residential land bay (Land Bay III). • Minimum Commercial Space Guaranteed - The applicant has proffered to construct 60,000 square feet of commercial space within the commercial center no later than the issuance of the 1,500' non -age restricted residential building permit. The applicant has further proffered to complete development of this space within 18 months of commencement of construction. The applicant has attached two caveats to the timing of construction of the proffered commercial space. Notably, the applicant reserves the right to delay commencement of commercial construction for a two year period beyond the date of issuance of the 1,500`h residential building permit should either of the following occur: (1) an elementary school has not been constructed within the community; or, (2) a building permit is obtained for development of a new grocery store within a three mile radius of the planned Stephenson Village commercial center location. N. Section 14: Rent Free County Office Space (Proffer Statement, p. 17) • Office Space - The applicant has proffered to provide up to 2,500 square feet of shell space for a ten (10) year period within the commercial center for the location of a public service satellite facility for Frederick County. Per the proffer, Frederick County must build out and occupy the space within two (2) years of completion of the base building. Should such occupancy fail to occur with the two year time period, the space will revert back to the applicant. O. Section 15: Community Design for a Strong Sense of Place (Proffer Statement, p. 17, 18, 19) • Design - The applicant has proffered to coordinate design to ensure aesthetic continuity throughout the development. Such continuity will be achieved through the use of uniformly applied custom treatments, such as: custom street sign and REZ #06-03, Stephenson Village Page 26 June 27, 2003 fixtures, standardized fencing, and community color themes. Also, the applicant has proffered to employ decorative treatments at all entrance monuments. No illustratives detailing design features are provided with the proffer statement. • Architecture - The applicant has proffered to employ the architectural styling depicted on the housing unit type exhibits for the following housing unit types: carriage house, non -alley carriage house, cottage house, and courtyard cluster. It is further proffered that other housing types utilized in the development will incorporate compatible architectural treatments. • Fire Protection System - The applicant has proffered to install 13-D type sprinkler systems in all courtyard cluster and cottage houses as well as in the garages accompanying these housing types. P. Section 16: Environmental Features and Habitat Preservation (Proffer Statement, p. 19, 20, 21) • Buffer and Conservation Easements - The applicant has proffered a one-bundred (100) foot wide "non -disturbance" buffer adjacent to each side of Hiatt Run and the Wetlands Intermittent Ravine Channel. This buffer will be located wholly outside of platted lots. The Hiatt Run Corridor and the Wetlands Intennittent Ravine Channel are located as shown on the proffered Generalized Development Plan (GDP) and are designated by the applicant as resource protection areas. • Flood Plain Buffer - No platted lot will be located closer than twenty (20) feet to the limits of the 100 -year flood plain. The ten (10) feet of this buffer located immediately adjacent to the flood plain will remain undisturbed. Should this area be disturbed during development, it will be replanted as specified by proffer. • Hiatt Run Corridor - As noted above, the Hiatt Run Corridor is identified as a resource protection area by the applicant. The applicant has proffered a minimum buffer of twenty (20) feet adjacent to all wetland preservation areas, which are generally coincident with or in close proximity to the Hiatt Run Corridor. The vegetation located on the south side of the corridor will be preserved and/or reforested pursuant to a Forest Management Plan that will be developed with input from the Virginia Department of Forestry. Moreover, the applicant has proffered to install native plantings on the north side of the corridor in an effort to protect riparian resources and enhance wildlife and bird habitats. • Wetlands Intermittent Ravine Channel - As noted above, the Wetlands Intermittent Ravine Channel is identified as a resource protection area by the applicant. The applicant has proffered to provide native plantings within this area to form an upland buffer. Individual platted lots may be located within this zone; however, clearing and grading will be prohibited via restrictive covenants, with the Homeowner's Association bearing responsibility for enforcement of said restrictions. • Forest Management Plan - The applicant has proffered to prepare a Forest Stewardship and Management Plan with technical assistance from the Virginia Department of Forestry. This plan will identify native vegetation and tree clusters to be preserved on the site and delineate resource management practices to ensure REZ #06-03, Stephenson Village Page 27 June 27, 2003 effective conservation. Q. Section 17: Community Curbside Trash Collection (Proffer Statement, P. 21, 22) • Commercial Trash Collection - The applicant has proffered that the proposed development will be served by private trash removal contractors. The applicant intends to assign full responsibility for enforcement of this proffer to the Homeowners Association. R. Section 18: Water and Sewer Improvements in the Stephenson Area (Proffer Statement, p. 22) • Pump Station Construction - The applicant has proffered to dedicate land for a regional pump station pursuant to the selection of said property by the Frederick County Sanitation Authority (FCSA). The applicant has further proffered to construct the pump station prior to issuance of the first occupancy permit in Stephenson Village. • Infrastructure Construction - The applicant has proffered to construct all water and sewer lines required to serve private land uses within Stephenson Village in accordance with the provisions of the FCSA Route 11 North Sewer and Water Service Area Plan. Moreover, the applicant has proffered to extend adequately sized water and sewer lines to the property boundary of all land dedicated for public uses. S. Section 19: Comprehensive Plan Conformity (Proffer Statement, p. 22) • Public Facilities - Acceptance of the proffer statement will serve as the formal authorization for the provision and location of those public uses and facilities referenced in the proffer statement and on the Generalized Development Plan (GDP), to include the extension of water and sewer lines, pursuant to Virginia Code Section 15.2-2232 and the Frederick County Code. No further review for Comprehensive Plan conformance would be necessary. T. Section 20: Creation of Homeowners Association(s) (Proffer Statement, p. 23) • This proffer provision acknowledges the applicant's responsibility to establish one or more Homeowners Associations for Stephensons Village. U. Section 21: Proffered Housing Types (Proffer Statement, p. 23, 24) • Unique Housing Types - The applicant has proffered the inclusion of several REZ #06-03, Stephenson Village Page 28 .lune 27, 2003 housing types that will be new to the Frederick County market. Specifically, the following unique housing types will be developed: Carriage House, Non -Alley Carriage House, Cottage House, Courtyard Cluster, and Elderly Housing. The applicant has also proffered alternative dimensional standards for single family detached and townhouse housing types, which the applicant refers to as "modified single family detached" and "modified townhouse attached dwelling." V. Section 22: Streetscape Design and Landscaping (Proffer Statement, p 24, 25) • Major Collector Road Landscaping - The applicant has proffered to provide landscaped areas on each side of the major collector road as detailed in Exhibit D. Such landscaping is proposed coincident with a request for modification of the road efficiency buffer required by ordinance. The applicant has proffered to install landscaping along the roadway as specified by proffer. W. Section 23: Community Signage Program (Proffer Statement, p. 25, 26) • Entrance Si -ng_age - The applicant has proffered dimensions for the monument style entrance signs to Stephenson Village. Moreover, entry features distinguishing the neighborhoods within the community will be provided. No illustratives have been provided for such signage. • Freestanding Commercial Signns - The applicant has proffered that freestanding commercial signs shall be monument style and will be limited in height to twenty (20) feet. Such signs shall be spaced a minimum of one hundred (100) feet. Commercial signage will incorporate design elements comprising the entrance features of surrounding neighborhoods. STAFF CONCLUSIONS FOR THE 07/02/03 PLANNING COMMISSION MEETING: This application is a request to rezone approximately 821 acres of RA -zoned property to the R4 District to facilitate development of a planned residential community consisting of 2,800 dwelling units and 250,000 square feet of commercial uses with 44 acres dedicated for public uses. The Comprehensive Policy Plan specifically addresses the planned land use of the subject parcels through the policies adopted with the Northeast Land Use Plan (NELUP). These policies recommend the establishment of industrial land use on the parcels. The requested rezoning is, therefore, inconsistent with the adopted land use policies of the Comprehensive Policy Plan. It is important to reiterate that the modifications requested by the applicant are essential to the viability of the proffered development program. Absent these modifications, the development parameters proposed for Stephenson Village will not comply with the requirements of the R4 District. OUTPUT MODULE APPLICANT: Stephenson Village Net Fiscal Impact LAND USE TYPE planned resident! Costs of Imoact Credit, Credits to be Taker REAL EST VAL $252,146,793 Required (entered in Cur. Total Potential Adjustment For Budget Cur. Budget Cap, Future CIP/ FIRE & RESCUE: 1 Capital Facilities col sum only) Oper Cap E% Exoend/Debt S. Taxes. Other Tax Credits Revenue- Net Capital Net Cost Per (Unadiusted) Cost Balance Facilities Impact Dwelling Unit Fire and Rescue Department $1,114,428 Elementary Schools $8,329,104 $0 $0 $1,114,428 $398 Middle Schools $4,691,301 $1,306,095 $6,340,279 High Schools . $6,203,164 $7,646,374 $7,646,374 $11,577,196 $4,135 Parks and Recreation $3,215,147 $724,587 Public Library $558,949 $724,587 $724,587 $2,490,560 $889 $156,324 Sheriffs Offices $330,810 $373,481 $0 $67,565 $156,324 $441,046 $156,324 $402,625 $441,046 $144 Administration Building $424,539 $0 $0 $0 Other Miscellaneous Facilities $541,618 $724,920 $800,357 $0 $1,525,278 $0 $424,539 $1,525,278 $152 $0 $0 SUBTOTAL $25,409,061 $2,404,496 $7,140,636 $948,477 LESS: NET FISCAL IMPACT $0 $10,493,609 $10,493,609 $14,915,452 $5,327 NET CAP. FACILITIES IMPACT $0 $0 � •�" s INDEX: "1.0" If Cap. Equip Included: 1.0 INDEX: "I.0" if Rev -Cost Bal, "0.0" if Ratio to Cc Avg: 0.0 Rev -Cost Bal = 0,878 PLANNING DEPT PREFERENCES - 1.0 1.0 Ratio ------------------------ —------------------------ --------------p to Cc Avg = 1.178 ---- - -------------------------------------------------------------------------------------------------------- METHODOLOGY: 1. Capital facilities requirements are input to the first column as calculated in the model. ---------- 2. Net Fiscal Impact NPV from operations calculations is input in row total of second column (zero if negative); included are the one-time taxes/fees for one year only at full value. 3. NPV of future oper cap equip taxes paid in third column as calculated in fiscal impacts. 4. NPV of future capital expenditure taxes paid in fourth col as calculated in fiscal impacts. 5. NPV of future taxes paid to bring current county up to standard for new facilities, as calculated for each new facility. 6. Columns three through five are added as potential credits against the calculated capital facilities requirements. These are adjusted for percent of costs covered by the revenues from the project (actual, or as ratio to avg. for all residential development). NOTE: Proffer calculations do not include include interest because they are cash payments up front. Credits do include interest If --------------------------------------------------------------------------------------------------------------------------------------- the projects are debt financed. --------------------------------------------------------------------------- Model Run Date 01109/03 ERL ----------------------------------- Project Description: Assumes 1,020 Single Family, 580 Townhouses, and 1,200 Multi -Family Dwellings; and 190,000 square feet Retail and 60,000 feet square Office on 825 acres zoned R4 District. Due to changing conditions associated with development in the County, the results of this Output Module may not be valid beyond a period of 90 days from the model run date. 2002MODEL M1 MADISON RA MADISON Lr C CRIDER 1 \ 4d A lass mi & SHOCKE 'ROAR RP RA 4e J `761 T" 636 44 A 31 d STT° i STEPHENSON ASSOCIATES, LC Fm 662 44 A 292 ' ,,�.. �• � STEPHENSON ASSOCIATES, LC 44 A 25 SLAUGHTER 7� BENHAMp� M 44RA29 opp+ f 44 A 293 44 A 28 STEPHENSON ASSOCIATES, LC PA BENHAM * .001 FRAA 294 4 � . AITHEN: - \B2 44 A 31 A STEPHENSON ASSOCIATES, LC 44 A 294A 55 7 15 AI7KEN ` RA YSIRBAUGHT� RA -- 955 7 14 RA \ G MEIER 7 13 RA a e v^ti+0 c "m k1 MIDDLETON ���' 660 ffiZ « OQ «OQ c m RA 7 aglr 661 N PENTON Y q / � 'I REZ #06 - 03 Sterhansoo : Village PINs: 44 -A -31,31A 44 - A - 292, 293 N WG S 0 300600 Feet PROFFER STATEMENT STEPHENSON VILLAGE RESIDENTIAL PLANNED COMMUNITY Rezoning # Property Owner/Applicant: Stephenson Associates, L.C. Property: 821.7+/- Acres, Tax Map Nos. 44 -((A)) -31A, 44-((A))-292, 44-((A))-293, and A Portion of Tax Parcel 44-((A))-31 Stonewall Magisterial District Frederick County, Virginia Date: January 8, 2003 Revised: March 7, 2003 Revised: April 24, 2003 Stephenson Associates 030703 TABLE OF CONTENTS Stephenson Associates 030703 P2ge EXECUTIVE SUMMARY i 1. COMMUNITY DESIGN MODIFICATION DOCUMENT 2 2. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES 2 3. USES, DENSITY AND MIX OF HOUSING TYPES 3 4. APPLICANT TO PAY 100% OF CAPITAL FACILITY IMPACTS 5 5. MONETARY CONTRIBUTION TO DEVELOP HERITAGE TOURISM 7 6. MONETARY CONTRIBUTION TO CLEAR BROOD VOLUNTEER FIRE AND RESCUE, INC. 7 7. MULTI -MODAL TRANSPORTATION IMPROVEMENTS 7 8. SCHOOL AND BALLFIELD SITES, COMMUNITY FACILITIES AND PUBLIC USE AREAS 11 9. RECREATIONAL AMENITIES AND LINEAR PARK 13 10. ACTIVE ADULT AGE -RESTRICTED HOUSING 14 11. AFFORDABLE HOUSING FOR THE ELDERLY 15 12. PRESERVATION OF HISTORICAL AND CULTURAL RESOURCES 16 13. COMMERCIAL CENTER 16 14. RENT FREE COUNTY OFFICE SPACE 17 15. COMMUNITY DESIGN FOR A STRONG SENSE OF PLACE 17 16. ENVIRONMENTAL FEATURES AND HABITAT PRESERVATION 19 17. COMMUNITY CURBSIDE TRASH COLLECTION 21 18. WATER AND SEWER IMPROVEMENTS IN THE STEPHENSON AREA 22 19. COMPREHENSIVE PLAN CONFORMITY 22 20. CREA'T'ION OF HOMEOWNERS ASSOCIATION(S) 23 21. PROFFERED HOUSING TYPES 23 22. STREETSCAPE DESIGN AND LANDSCAPING 24 23. COMMUNITY SIGNAGE PROGRAM 25 Stephenson Associates 030703 Executive Summary Of the Proffer Statement for the Stephenson Village Residential Planned Community The proffers for Stephenson Village define the conditions for the construction and maintenance of a residential planned community based on Smart Growth principles. As envisioned, Stephenson Village will feature a school, public ball fields, recreation centers, trails and convenient shopping that will tie the neighborhoods of Stephenson together and serve as a vital center. Stephenson Village itself will have a distinctive look, a strong architectural theme, and a mixture of housing types to meet the needs of people of all ages, including an age -restricted active adult community and affordable housing for the elderly. The plan emphasizes walkable neighborhoods—with boulevards, sidewalks, bike paths and trails throughout. In addition to the 108.5 acres in the core battlefield area (which is not included in the rezoning request), the 822 -acre parcel will have approximately 200 to 250 acres of open space. Build -out of Stephenson Village is anticipated to take 20 to 25 years. The proffers provide a balance of design and market flexibility and County control over uses and densities. Planned Community Design Stephenson Village will use compact building design with extensive architectural and landscaping standards to create distinctive streetscapes. The proffers specify six new housing types and illustrate floor plans for each. The housing types will be mixed within each neighborhood. To assure overall mixing while maintaining flexibility, the proffers establish maximum percentages for single-family detached, multi -family (townhouse and semi-detached) and age -restricted housing. The design will provide opportunities for people to live, work and shop in the same community. The school and public ball field sites will be located on the north side of the property, along Old Charles Town Road. The center of Stephenson Village will have affordable housing for the elderly and 250,000 square feet of commercial and office space (60,000 square feet guaranteed), including space for a rent-free Frederick County satellite office. Land will be set aside for a day care center in an appropriate location. The south side of Stephenson Village will include a large age -restricted (55 and over) "active adult" community. This will be a gated community with its own, recreational facilities and private streets and alleys. In addition, the Applicant will provide a minimum of 144 units for the elderly after sufficient retail space has been occupied to qualify for Federal affordable -housing programs. Stephenson Associates 030703 The proffers establish an overall density cap of 2,800 units, an average of 3.4 units per acre. To avoid sudden impacts on County schools and other services, the proffers establish a cumulative yearly construction cap of 8% on all units that are not age - restricted. Since age -restricted housing has positive tax impact on County budgets and no impact on schools, these unit types will be exempt from the phasing plan. Covering 100% of Capital Facilities Impacts Economic analysis of Stephenson Village indicates that its proffer payments, taxes and fees will more than cover the cost of County services. The Applicant will cover 100% of the capital costs predicted by the County fiscal impact model for each housing type. These proffer fees will be adjusted periodically using the Consumer Price Index (CPI). Additional proffer fees may be assessed by Frederick County if school population from the project is higher than projected. If the cumulative total increase in students from Stephenson Village exceeds 60 students a year, the County may assess an additional proffer fee of $3,925 for each additional student. Transportation Improvements The Applicant will make transportation improvements to maintain acceptable levels of service on existing roads. These improvements will be triggered by actual traffic counts, with levels specified in the proffers, at permanently installed traffic counters at the entrance on Old Charles Town Road and the southwestern entrance. This will allow us to anticipate traffic increases rather than react to them. Design and construction will begin when traffic reaches 80 percent of the trigger point. A four -lane boulevard will serve the community as the major collector road. This road, identified in the County Comprehensive Policy Plan, runs from Old Charles Town Road in the north to Route 11 in the south. The sides and medians of this boulevard will be heavily landscaped outside of conservation and tree -save areas. The boulevard will have bicycle lanes on each side, and sidewalks or walking trails for the entire length in Stephenson Village. The road will be built first in a two-lane half section, beginning at Old Charles Town Road. The road will be extended to Route 11 and the second two-lane section constructed when traffic counts reach specified limits. This major collector road will be dedicated to VDOT. The Applicant has obtained rights-of-way and easements for off-site transportation improvements and will execute agreements with VDOT. Traffic improvements will include: completing the two-lane half -section of the major collector road, extending the major collector road to the Rutherford Farm intersection at Route 11, widening Old Charles Town Road to three lanes between the entrance and Route 11, signalizing (with tum lanes) the northern entrance, and signalizing (with turn lanes) of the ii Stephenson Associates 030703 intersection between Old Charles Town Road and Route 11. Stephenson Village will also contribute its share of regional improvements to I-81 interchange 317. School Site and Recreation Facilities As envisioned, Stephenson Village will have a public school and extensive public ball fields within walking distance of the community. The Applicant will dedicate 20 acres to the County for a school site, accessible from Old Charles Town road and Stephenson Village. Next to the school site, the Applicant will dedicate 24 acres, which when combined with the school playing fields will provide six soccer fields and six baseball fields for soccer and Little League teams. The recreation center at Stephenson Village will be fully bonded at the outset and constructed early in the project. This recreation center will include a bathhouse and a six - lane 25 -meter competition swimming pool. The Applicant will dedicate a 15 -foot linear park trail easement to the County within the Hiatt Run Corridor from one end of the property to the other, and will construct at no cost a six-foot wide asphalt trail. Additional recreation facilities (such as playgrounds, tot lots, multipurpose courts, basketball courts, picnic areas and volleyball courts) will be built to satisfy any remaining requirements of County zoning. The Applicant will also construct a recreation center for the private use of the active adult community. Environmental Improvements There is an opportunity to improve the quality of Hiatt Run and associated wetlands through better stormwater control. Most (over 90%) of the soils on the property will not support crops without heavy amendment. Much of the soil has low permeability, which has historically caused stormwater runoff problems in the streams, ditches and ravines. Approximately 200 to 250 acres of the property will be left in open space. The Applicant will identify and preserve all significant wildlife habitats and steep slopes. Streams will be protected by 100 -foot buffers between the centerline of the stream and adjacent lots. The Hiatt Run Corridor and the Wetlands Intermittent Ravine Channel will be resource protection areas. To the maximum extent possible, intermittent streams and associated stands of mature trees will not be disturbed, and native plants and trees will be used in the forest management plan. Low impact development methods will be used as appropriate for stormwater management and road construction. These will include measures to direct runoff from steep slopes and use existing ponds where beneficial to the environment. Additional ponds, infiltration areas and bio -retention facilities will be developed to limit runoff to 111 Stephenson Associates 030703 Hiatt Run. When conditions permit, vegetated open channels will be used along streets for storm water runoff. Utility Improvements Stephenson Village will use public water and sewer, and bring the opportunity for sewer connections to surrounding neighborhoods with access to gravity mains. Currently, the Northern Water Treatment plant provides 1.5 million gallons per day from the Global Chemstone Quarry, which is more than adequate to supply the 683,000 gallons per day demand of the completed community. None of the utility infrastructure associated with the project will cost the County taxpayers money. The Applicant will dedicate land to the Frederick County Sanitation Authority, build a pump station, and build a force main and associated infrastructure. Low impact construction methods will be used where force mains and buried utility lines cross sensitive areas. Electric, broadband and telephone utilities will be buried throughout the project. Public lighting, as well as the exterior lighting of homes, will use fixtures that direct light down and minimize stray illumination. Trash collection will be provided by a commercial service and will not use Frederick County Citizen Convenience Centers. In lieu of land for a fire/rescue site, the Applicant has increased the cash proffers. The Applicant has proffered to contribute $200,000 to Clear Brook Volunteer Fire and Rescue Inc. This contribution is not counted as part of the proffer fees to the County. Preservation of Historic and Cultural Resources The Byers House will be preserved and used as deemed appropriate by the Applicant. Significant archeological areas and cemeteries (if any) will be preserved. The Applicant is proffering $75,000 in matching funds to help the County develop heritage tourism. Smart Growth U.S. Environmental Protection Agency encourages smart growth communities like the proposed Stephenson Village. Cluster development controls sprawl and its associated environmental and fiscal impacts by making development more predictable and cost effective, and by directing resources toward existing communities. Stephenson Associates L.C. is committed to making Stephenson Village --the first smart growth community in Frederick County --a success and a model for development in the region. 1V Stephenson Associatcs 03070, PROFFER STATEMENT STEPHENSON VILLAGE 1R FS YDF,NTI A 1, PT ,, A NNF I) COMM! TNITV Rezoning # Property Owner/Applicant: Stephenson Associates, L.C. Property: 821.7+/- Acres, Tax Map Nos. 44 -((A)) -31A, 44-((A))-292, 44-((A))-293, and A Portion of Tax Parcel 44-((A))-31 Stonewall Magisterial District Frederick County, Virginia Date: January 8, 2003 Revised: March 7, 2003 Revised: April 24, 2003 The undersigned, Stephenson Associates, L.C., (hereinafter referred to as Applicant), its successors and/or assigns, hereby proffers that the use and development of the subject property shall be in strict accordance with the following conditions and shall supersede all other proffers made prior hereto. In the event the above -referenced amendments are not granted as applied for by the Applicant, the below described proffers shall be withdrawn and null and void. The headings of the proffers set forth below, the Table of Contents and the Executive Summary have been prepared for convenience or reference only and shall not control or affect the meaning or be taken as an interpretation of any provision of the proffers. The improvements proffered herein shall be provided at the time of development of that portion of the site adjacent to the improvement, unless otherwise specified herein. References made to the Master Development Plan, hereinafter referred to as the Generalized Development Plan, as required by the Frederick County Zoning Ordinance, are to be interpreted to be references to the specific Generalized Development Plan sheets prepared by Greenway Engineering and Land Planning and Design Group dated March 2003, attached as Exhibit A. The exact boundary and acreage of each land bay may be shifted to a reasonable degree at the time of site plan submission for each land bay in order to accommodate engineering or design considerations. The Applicant is submitting a Generalized Development Plan (Exhibit A) as a part of the rezoning application. The Generalized Development Plan is provided in lieu of a Master Development Plan, and contains all information deemed appropriate by the Frederick County Planning Department. The Generalized Development Plan does not eliminate the requirement for a Master Development Plan for the portion of the site to be developed, which will be provided following rezoning approval but prior to any development of any portion of the 821.7+/- acre site (Property)_ Stephenson Associates 030703 COMMUNITYDESIGN MODIFICATION DOCUMENT. In order for the Applicant and Frederick County to implement the Residential Community, it will be important for the Applicant and Frederick County Planning Staff to have the opportunity to anticipate, inco—orate and to develop new advanced housing types and configurations that may be suitable in a Residential Planned Community. These housing types will include many of the neo -traditional housing types which are proffered in this Proffer Statement which allow for the creation of a true community and for the maximization and preservation of natural corridors and open space for the use and enjoyment of the community at large. A. Pursuant to Article II, Amendments of the Frederick County Zoning Ordinance, the approval of this Proffer statement constitutes an amendment to the zoning ordinance, which will allow the expansion of the R4 District and the Urban Development Area. B. The Applicant has proffered a Community Design Modification Document that is attached and incorporated by reference herein as Exhibit F, and which is accepted by Frederick County. In addition to the above, by approving this Proffer Statement, the Frederick County Board of Supervisors agrees without need of any further Board of Supervisors or Planning Department approval to any modifications for any matter which has been previously agreed to and therefore approved by Frederick County. Further still, any submitted revisions to the approved Generalized Development Plan, the approved Master Development Plan and/or any of its requirements for any development zoned R-4 which affect the perimeter of the development or which would increase the overall density of the development shall require the Board of Supervisors' approval. If, in the reasonable discretion of the Frederick County Planning Department, the Planning Department decides any requested modification should be reviewed by the Frederick County Board of Supervisors, it may secure said approval by placing this matter before the Frederick County Board of Supervisors at its next regularly scheduled meeting. However, and not withstanding what is stated above, once a modification has been approved administratively, the Applicant shall not be required to seek approval for any subsequent similar modification. 2. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES: A. Additional Proffer Payment To minimize sudden increases in the Frederick County Public School population and sudden impacts on other county services, the Applicant shall implement the following phasing plan on all residential housing that is not age -restricted. To ensure that unanticipated increases in Frederick County Public School population do not burden the county with extra costs, Frederick County may assess the Applicant to effectively double school - related proffers for each student that exceeds a cumulative yearly total increase of 60 students per year. The total number of new Frederick County Public School students generated by Stephenson Village will be determined from the September 30 report produced by Frederick County Public Schools. The Applicant proffers to reimburse Frederick County Public Schools for its cost of creating the September 2 Stephenson Associates 030703 30 report data related to Stephenson Village. This additional proffer payment will be provided to Frederick County by the Applicant within 30 days of receipt of the September 30 report produced by Frederick County Public Schools. If the reported number of Frederick County Public School students generated by Stephenson Village exceeds the cumulative total of 60 students per year (9/30/03=60, 9/30/04=120, etc.), the Applicant shall pay an additional proffer payment of $3,925 as assessed by Frederick County for each Frederick County Public School child that exceeds the cumulative total. The additional proffer payment will be adjusted every seven years by the Consumer Price Index. B. Limitation on Permits (1) Calculation The active adult housing units and the affordable housing for the elderly have been removed from the restrictions imposed by the phasing plan and are not part of the following phasing plan formula nor will they be included in the yearly building permit tracking system. The overall density cap for Stephenson Village is 2,800 units. Once the planned number of active adult housing units and the affordable housing for the elderly have been removed, the adjusted total number of units subject to phasing restriction is 2,125. The phasing allowed quantities shall be limited to 8% per year on a cumulative yearly basis beginning with the date of approval of this rezoning based on the following formula: (2,800 — 675 to 1,475 range of age restricted units) x 8% + unused permits from prior year(s) = maximum non -age restricted permits for current year Any units not used in a given year shall be carried forward. 3. USES, DENSITY AND MIX OF HOUSING TYPES: A. (1) The Applicant shall develop a mix of housing unit types to include those single-family detached, townhouse and multifamily housing unit types described in the Land Bay Breakdown Table in §3A(2) and further described in §21 of this proffer statement. Each of the housing unit types in the R4 District, Section 165-67 of the Frederick County Zoning Ordinance, is either a single-family dwelling, townhouse or multifamily unit type. For purposes of this Proffer, all of the above housing types shall be referred to as Mixed Residential. The following list could be used as they currently exist within the R-4 portion of the zoning ordinance. (2) The following list of Land Bays within the Land Bay Breakdown Table sets forth the development parameters on the Property and is consistent with the proffered Generalized Development Plan identified as Exhibit A: Stephenson Associates 030703 LAND BAY BREAKDOWN LAND LAND USE ACREAGE % OF TOTAL BAY HOUSING UNtiT TYPES MIN. MAX. I ELEMENTARY SCHOOL 20 Ac. NA NA II COMMUNITY PARK 24 Ac. NA NA (6 baseball fields & 6 soccer fields) III MIXED RESIDENT IAL 502 Ac. CONVENIENCE COMMERCIAL/DAYCARE 7 Ac.* NA NA SFD 30 64 (Housing Unit Type 1,2,4,5 & RP District SFD) TOWNHOUSE 10 30 (Housing Unit Type 6 & RP District Townhouse) MULTIFAMILY 7 35 (Condominiums, Elderly Housing, Housing Unit Type 3 & RP District Duplex, Multiplex & Atrium) IV ACTIVE ADULT 126 Ac. 19 53 SFD (Housing Unit Type 1,2 &5) Multifamily (Condominiums, Elderly Housing, Housing Unit Type 3) V COMMERCIAL CENTER 26 Ac.* NA NA (Commercial Retail, Office & Public Service Satellite Facility) The actual acreage identified for each Land Bay is based on the bubble diagram calculated on the proffered Generalized Development Plan and may fluctuate within 5% of the total acreage based on final survey work. Land Bay Breakdown Notes (1) The above table represents the ranges for the referenced housing types as proposed. The final mix will not exceed the 2800 unit cap and will be comprised of house type combinations representing a mixture identified in the table. The minimum and maximum percentages established apply to the general categories of single family, townhouses, multifamily and active adult 4 Stephenson Associates 030703 units and are not intended to pertain to any one housing type in those categories. The housing unit type maximum percentage for the general categories of single family, townhouse, multifamily and active adult will not exceed the percentages identified in the table and will not exceed the total unit cap of 2,800 based on any combination. *(2) The total commercial area will be a minimum of 4 % of the gross site area or 33 acres and will be located within Land Bays III and V. (3) The Hiatt Run Corridor and the Wetlands Intermittent Ravine Channel are approximately 125 acres. The remaining 121.5 acres of required open space will be provided within Land Bays I, II, III and IV. (4) The Applicant reserves the right to convert more of Land Bay III to active adult or affordable housing for the elderly. In no case shall the percentage of active adult or affordable housing for the elderly exceed 53% of the 2,800 total housing units. B. For purposes of calculating density pursuant to the Frederick County Zoning Ordinance, all dedications and conveyances of land for public use and/or for the use of the development or any Homeowners Association shall be credited in said calculations. C. There shall be a unit cap of 2,800 dwelling units on the subject property. D. In order to preclude unwanted industrial and heavy commercial uses, all land uses within the B-3 District and the M -I District shall be prohibited, unless otherwise permitted in the RP District, the B-1 District or the B-2 District. In no case shall truck stops be permitted within Stephenson Village. 4. APPLICANT TO PAY 100% OF CAPITAL FACILITY IMPACTS: The Frederick County Capital Facilities Fiscal Impact Model was applied to the Stephenson Village rezoning on January 9, 2003. The results of this model run demonstrate a fiscal impact to capital facilities in the amount of $5,327 per residential unit. The Applicant will pay 100% of these impacts through monetary contributions and land donations to Frederick County, unless otherwise specified by the proffer. The parties agree that the value used for the land donations of $30,000 per acre is appropriate and acceptable. These monetary contributions provide for the capital facilities irrr acts created by Stephenson Village and shall be paid at the time of building permit issuance for each unit. The monetary contribution will be adjusted every seven years by the Consumer Price Index — All Urban Consumers (Current Series) See example at the end of this section. The Applicant will pay for active adult units a 50% premium on proffer fees for fire and rescue over and above the Frederick County Capital Facilities Fiscal Impact Model to cover any 5 Stephenson Associates 030703 increased service demand; similarly, the applicant will pay for affordable apartment units for the elderly a 100% premium. However, these age -restricted units will not include monetary proffers for various capital facilities, such as schools, that they do not impact. The per unit monetary proffer for single family, townhouse and multifamily provides for: $3,925.00 for Frederick County Public Schools ($4,135 per model less $210 for land donation) $635.00 for Frederick County Parks and Recreation ($889 per model less $254 for land donation) $400.00 for Frederick County Fire and Rescue $145.00 for Public Library $152.00 for Administration Building The per unit monetary proffer for active adult units provides for: $635.00 for Frederick County Parks and Recreation ($889 per model less $254 for land donation) $400.00 for Frederick County Fire and Rescue 200.00 50% Premium $600.00 Total for Frederick County Fire and Rescue $145.00 for Public Library $152.00 for Administration Building The per unit monetary proffer for the affordable housing for the elderly provides for: $400.00 for Frederick County Fire and Rescue 400.00 100% premium $800.00 Total for Frederick County Fire and Rescue Should the index as currently published by the U. S. Bureau of Labor Statistics cease to be published then the most nearly comparable index shall be used. The following is an example of how the adjustment for inflation will be made. Consumer Price Index — all Urban Consumers (Current Series) 1982-84=100 2003 Index (upon approval) estimated 183.00 2010 Index (seven years) estimated 225.00 2010 Index 2003 Index X Proffer Amount = Revised Proffer Amount 183 X $5,327 = $6,550 Stephenson Associates 030703 MONETARY CONTRIBUTION TO DEVELOP HERITAGE TOURISM: In consideration of the approval of rezoning application # the Applicant shall contribute $75,000 in matching funds to Shenandoah University Historical and Tourism Center to promote heritage tourism. The money will be made available to the Shenandoah University Historical and Tourism Center within 30 days of a written request for said funds by the Shenandoah University Historical and Tourism Center for their disbursement. 6. MONETARY CONTRIBUTION TO CLEAR BROOK VOLUNTEER FIRE AND RESCUE, INC: To further mitigate the impact on fire and rescue services, the Applicant will pay to Clear Brook Volunteer Fire and Rescue Inc. the sum of $200,000.00 for its general fund. This is over and above the monetary contributions to Frederick County Fire and Rescue identified in §4 of this proffer statement. This amount will be payable as follows: $50,000.00 to be paid not later than nine months after zoning approval. $50,000.00 to be paid within thirty (30) days of the issuance of the 500' building permit in Stephenson Village but not later than December 31, 2008. $50,000.00 to be paid within thirty (30) days of the issuance of the 1,000' building permit in Stephenson Village but not later than December 31, 2013. $50,000.00 to be paid within thirty (30) days of the issuance of the 1,500`h building permit in Stephenson Village but not later than December 31, 2018. 7. MULTI -MODAL TRANSPORTATION IMPROVEMENTS: A. The following are improvements the Applicant will make to roads within the Property: (1) Major Collector Road (a) Pursuant to Section 7F (2), 7F (4) and 7F(5) of this proffer statement, the Applicant shall dedicate an 80 foot right of way and construct the Major Collector Road from Old Charles Town Road through Stephenson Village, and the properties currently owned by McCann and Omps to U.S. Route 11 (Martinsburg Pike) in accordance with existing agreements executed between all parties to insure conformance with the Frederick County Comprehensive Plan. The width and configuration of all travel lanes, medians and other elements of the major collector road shall be provided by the Applicant as determined by VDOT. Stephenson Associates 030703 (b) The Applicant shall provide landscaped areas along, within, and/or adjacent to each side of the Major Collector Road in accordance with § 22-A of this proffer. (c) When the Major Collector Road is finally completed as a four lane divided boulevard, the median will be naturally vegetated with a combination of both woodland conservation areas and grassed areas supplemented with landscape plantings. If approved by the Virginia Department of Transportation (VDOT), all plantings, other than those in woodland conservation areas, will be installed by the Applicant and will have a maintenance agreement between VDOT and the Applicant which will transfer to the Homeowners Association of Stephenson Village (HOA) to cover all mowing, weeding, pruning, plant replacements, and irrigation maintenance responsibilities. Irrigation systems within the right-of-way will be designed as a separate system to allow the portion of the irrigation system falling within the right-of-way to be terminated if necessary without affecting the overall system. (d) The Applicant shall provide bicycle lanes within the Major Collector Road right of way over the property to be rezoned that are four feet in width and are contiguous with the outside travel lanes of the Major Collector Road. (e) The Applicant shall prohibit individual residential and commercial entrances from intersecting Milburn Road (Route 662) and further proffers that the Major Collector Road will be the only road crossing of Milburn Road. (2) Interparcel Connections The Applicant agrees to provide interparcel connections between land bays within the Property at the time the respective land bays are developed and to the extent reasonably possible. (3) Private Streets, Alleys and Common Drives (a) The Applicant shall provide for a gated community entrance for the active adult portion of the overall community and shall serve the active adult community with a complete system of private streets. The cross sectional dimension of pavement thickness and compacted base thickness will meet or exceed the public street pavement section standards utilized by VDOT. (b) Where private alleys are utilized, the Applicant will provide one-way alleys within a sixteen -foot (16') wide easement having twelve feet (12') of pavement with a two foot (2') shoulder on both sides of the pavement throughout the entire community. All private alleys, which intersect other private alleys at 90 degree angles or have turns at 90 degree angles shall provide for a minimum turning radius of 25 feet. Private alleys, intersection, public or private streets, shall provide curb cuts extending two feet beyond the paved edge of the standard alley width. 8 Stephenson Associates 030703 (c) Where private alleys are utilized to serve housing types that front on private streets the Applicant shall provide for a minimum travel aisle width of 24 feet for the private street. The 24 foot travel aisle shall be in addition to on street parking designed for the private street. (d) When Housing Unit Type 4 (courtyard cluster) is developed, the common drive shall meet the following standards: (i) A minimum width of 20 feet (ii) A minimum depth of pavement section shall be a four inch compacted stone base and six inches of concrete or equivalent material. (iii) A "No Parking" sign shall be posted at the entrance to the courtyard. (iv) A fire hydrant shall be provided at the entrance to each corner drive to the courtyard clusters. When common drives are adjacent to or across the street from other courtyard cluster common drives, only one hydrant shall be required. (v) Visitor parking areas will be provided outside of the courtyard cluster common drive area. B. The applicant has acquired easements and/or rights of way over the properties currently owned by McCann and Omps for the purpose of dedicating and constructing the Major Collector Road and for improvements along the south side of Old Charles Town Road from Route 11 north to the CSX railroad. The Applicant will acquire any additional rights-of-way and/or easements for all off-site transportation improvements proffered hereinafter. In the event the Applicant is not able to acquire any of the said rights-of-way and/or easements, Frederick County agrees to attempt to acquire such rights-of-way and/or easements by appropriate eminent domain proceedings at the request of Applicant and Applicant shall be responsible for all payments made to property owners for rights-of-way and/or easements so acquired. In the event that neither the Applicant nor Frederick County successfully obtains the required rights-of-way or easements for the offsite transportation improvements as required by the traffic study, the Applicant shall be permitted to continue with the development as proposed without any further requirement of right- of-way or easement acquisition or improvement. C. The Applicant will install full size entrance improvements with right and left turn lanes, in accordance with Virginia Department of Transportation design guidelines, at the intersection of Old Charles Town Road and the Major Collector Road serving as the entrance to the Stephenson Village Community during the first phase of development. D. The Applicant will execute a signalization agreement with the Virginia Department of Transportation for the intersection of U.S. Route 11 and Old Charles Town Road. Additionally, the Stephenson Associates 030703 9 Applicant will construct full size entrance improvements with both a right turn lane and left turn lane on Old Charles Town Road, and a right turn lane on U.S. Route 11 at said intersection. These improvements will be installed in accordance with the Virginia Department of Transportation design guidelines when warranted by VDOT. E. The Applicant will execute a signalization agreement with the Virginia Department of Transportation for the intersection of Old Charles Town Road and the Major Collector Road serving as the entrance to the Stephenson Village Community. The Applicant will provide for the signalization at the intersection of Old Charles Town Road and the Major Collector Road based on the terms of this agreement when warranted by the Virginia Department of Transportation. F. The Applicant will design and construct a four -lane boulevard Major Collector Road for the Stephenson Village Community in substantial conformance with the proffered Generalized Development Plan. The Major Collector Road will be constructed in two phases. The first phase will be a two-lane half section that is constructed from Old Charles Town Road to the limits of the development as depicted on the approved Master Development Plan. This phase of the Major Collector Road will be constructed and bonded in segments in accordance with the approved Subdivision Design Plan for Stephenson Village. The second phase of the Major Collector Road will provide for the ultimate four -lane section with appropriate right and left turn lanes based on the following program: (1) The design of the transportation improvements identified in Sections 7(F)2 - 7(F)5 of this proffer statement will begin when 80% of the actual traffic count volume is realized as identified in each Section. The completion of the improvements specified in each Section will occur within 18 months of initial design. (2) Once actual traffic counts of 7,996 vehicle trips per day have been documented on the Major Collector Road, the Applicant will bond and commence construction of the additional lanes to the existing Major Collector Road to its ultimate four -lane section from Old Charles Town Road to the limits of the Major Collector Road within the development. (3) Once the actual traffic count reaches 10,570 vehicle trips per day on the Major Collector Road, the Applicant will bond and commence construction of a three -lane section of Old Charles Town Road, from the Entrance to Stephenson Village to U.S. Route 11 using the existing bridge. (4) Once the actual traffic count reaches 17,699 vehicle trips per day on the Major Collector Road, the Applicant will bond and commence construction of a two lane half section of the Major Collector Road from the limits of the four -lane section to U.S. Route 11 at the Rutherford Farm Industrial Park intersection to include right and left turn lanes on the east side of U.S. Route l 1 as determined by VDOT. The Applicant agrees to enter into a signalization agreement with VDOT at the 1J.S. Route 11/Rutherford Farm Industrial Park intersection if traffic signalization is not otherwise provided at that time. Traffic counters will be installed at the southwestern - entrance to Stephenson Village on the property as part of this improvement. 10 Stephenson Associates 030703 (5) Once the actual traffic count at the southwestern entrance to Stephenson Village near the Rutherford's Farm Industrial Park intersection reaches 7,996 vehicle trips per day on the Major Collector Road, the Applicant will bond and commence construction of the remaining additional lanes to the existing Major Collector Road from the limits of the four -lane section to provide for the ultimate four -lane section ending at the east side of U.S. Route 11. G. The Applicant will provide $50,000 that shall be utilized as matching funds by VDOT and/or the County of Frederick for future improvements to the Interstate 81/U.S. Route 11 interchange at Exit 317. This dollar amount is intended to assist VDOT and the County of Frederick with this regional improvement. The $50,000 will be made available to VDOT or to the County of Frederick, within 30 days of written request for said funds by the appropriate parry. 8. SCHOOL AND BALLFIELD SITES, COMMUNITY FACILITIES AND PUBLIC USE AREAS: A. School Site: The Applicant shall dedicate 20 acres of land to the Frederick County School Board for use as a public school site which shall count towards the overall open space requirement for the development. Said site will occur within the general location identified as Land Bay I on the Generalized Development Plan (Exhibit A), adjacent to Old Charles Town'Road, which will allow direct access to the site for citizens living outside of Stephenson Village. The Applicant will allow access for Stephenson Village residents to the site from a local neighborhood street, and will provide access to water and sewer at a point reasonably acceptable to the School Board of Frederick County, Virginia, along the property boundary, at the time the adjacent land bays are developed. The Applicant shall convey said school site not later than six months after it is requested by Frederick County or its designee in writing, at no cost. B. Soccer and Baseball Field Site: (1) The Applicant shall dedicate 24 acres of land to Frederick County or such other entity as Frederick County designates and as more specifically set forth below which, when combined with school ball fields, will be used for 6 soccer fields and 6 baseball fields as shown on the layout for School/Park Site (Exhibit C, graphic for illustrative purposes only), which shall count towards the overall open space requirement for the development. Said site will occur within the general location identified as Land Bay lI on the Generalized Development Plan (Exhibit A), adjacent to Old Charles Town Road, which will allow direct access to the site for citizens living outside of Stephenson Village. The Applicant will allow access for Stephenson Village residents to the site from -a local neighborhood street and will allow access to water and sewer at a point 11 Stephenson Associates 030703 reasonably acceptable along the property boundary, at the time the adjacent land bays are developed. The Applicant shall convey said soccer and baseball field site, not later than six months after it is requested by Frederick County or designee in writing, at no cost. (2) Frederick County at its sole discretion may convey or lease its ownership interest in the soccer and baseball field sites to a corporation, trust or other entity which incorporates the direction of both the public and private sectors to provide recreation opportunities for the public. C. At the time the school and soccer and baseball fields sites are deeded to the County, the Applicant shall provide, at the Applicant's expense, a boundary survey and shall stake the corners of each site. Before Frederick County assigns or conveys any ownership interest in the Property conveyed herein by the Applicant to any third party, including, but not limited to the School Board of Frederick County, Virginia, the third party will execute an agreement in recordable form which is satisfactory to the applicant which will provide and confirm that said third party agrees to be bound by the provisions of this Proffer Statement, including, but not limited to, provisions governing the use of the Property to be conveyed and also the application of all restrictive covenants governing the use of the Property and the construction of improvements upon it. By executing this Proffer Statement, Frederick County also agrees to be bound to and comply with the same. D. Notwithstanding the potential uses of the parcels referenced in subparagraphs A and B above, the Frederick County Board of Supervisors shall have flexibility to determine the specific use located within each land bay dedicated for public use purposes, provided that said uses are one of those listed in subparagraphs A and B. Any other similar types of public uses shall be permitted only with the consent of the Applicant and provided that the use is of an architectural style and uses construction materials that are consistent with the restrictive covenants recorded against the property conveyed. Furthermore, the Frederick County Board of Supervisors agrees that if the public purposes are not constructed or installed, completed and in use on the parcels which are identified in subparagraphs A and B above within ten years of the conveyance from the Applicant, said properties may be purchased by the Applicant for the land value specified in §4 of this proffer statement. The Frederick County Board of Supervisors hereby instructs and empowers its County Administrator to execute such other deeds or documents, which shall be required to effect the terms of this provision. E. The Applicant reserves the right to retain temporary and permanent grading, slope, utility, drainage, storm water management and access easements on all public use parcels which are dedicated to the Frederick County Board of Supervisors or the School Board of Frederick County, Virginia, provided said easements do not preclude reasonable use and development of the property for the intended purpose. 12 Stephenson Associates 030703 9. RECREATIONAL AMENITIES AND LINEAR PARK: A. Recreational Center The Applicant shall construct one (1) recreation center within the Land Bay identified as Land Bay III as shown on the Generalized Development Plan (Exhibit A), for the use of the residents of the Property and as determined by the Home Owners Association. The Applicant shall have the sole and absolute right to determine within said land bay, where the facility shall be located. The Applicant shall designate the location of the above facility on the Master Development Plan. The recreational center shall include a bathhouse and a 6 -lane, 25 -meter competition swimming pool. The facility will be fully bonded prior to the issuance of the first building permit. Work on this facility shall commence prior to the issuance of the 250`h non -age restricted building permit and be completed prior to issuance of the 8001h building permit for the non -age restricted housing products. B. Active Adult Recreational Center The Applicant shall construct one (1) recreation center within one of the Land Bays identified as shown on the Generalized Development Plan, for the private use of the residents of the Active Adult Community. This facility will be fully bonded prior to the issuance of the first building permit in the Active Adult Community. Work on this facility shall commence prior to the issuance of the 150d' building permit and be completed prior to issuance of the 350"' building permit in the Active Adult Community. C. Pedestrian Trail Sidewalk System The Applicant shall construct a pedestrian trail or sidewalk system, which connects each recreation area to the surrounding neighborhood. The final location and the granting of any such easements and/or trails shall be at the subdivision design plan stage. Such trails or sidewalk system shall be constructed of stone dust or wood chips or such other materials selected by the Applicantprovided they are not part of the sidewalk system within the public right of way. D. Linear Park Trail A fifteen -foot wide trail easement shall be dedicated to Frederick County Parks and Recreation. The location is to be determined by the Applicant and approved by the Frederick County Parks and Recreation Department. The trail shall be provided within the Hiatt Run Corridor and run the length of said corridor on the subject property for 3,800 +/- linear feet as shown on the proffered General Development Plan (Exhibit A). The Applicant shall convey said easement after development of adjoining parcels, or reasonable access is provided, and not later than six months after it is requested by Frederick County Parks and Recreation in writing at no cost to Frederick County or Frederick County Parks and Recreation. Any area so dedicated shall be included in the calculation of required open space, and shall entitle the Applicant to recreational credit units for the value of the construction of the trail and dedicated land. The Applicant reserves the right to retain temporary and permanent grading. utility, sewer force main, slope, storm water management, construction and drainage easements within said dedicated area, although only temporary easements shall be retained as needed for. -the construction by the Applicant of the six-foot (6') wide asphalt or concrete trail 13 Stephenson Associates 030703 described herein. The asphalt or concrete trail at the discretion of the Frederick County Parks and Recreation Department may be changed to other surface materials in an effort to promote low impact development techniques. Construction of said trail by the Applicant is contingent upon the proposed trail being allowed by all applicable County and State ordinances, and limitations due to terrain and constructability considerations. In the event that the public linear park trail is unable to be constructed due to County or State ordinances, the Applicant shall develop the linear park trail as a private trail system for the use of the residents of Stephenson Village. This private linear park trail shall count towards the open space and recreational amenities requirements for Stephenson Village and will be constructed of similar materials and standards identified in section 9C of this proffer statement. 10. ACTIVE ADULT AGE -RESTRICTED HOUSING A. Applicant agrees that the following language shall be included in the deeds conveying real property designated as age -restricted housing on that portion of the property. At least eighty percent (80%) of the occupied residential units shall be occupied by at least one person fifty-five (55) years of age or older and within such units the following conditions shall apply: (1) All other residents must reside with a person who is fifty-five (55) years of age or older, and be a spouse, a cohabitant, an occupant's child eighteen (18) years of age or older, or provide primary physical or economic support to the person who is fifty-five (55) years of age or older. Notwithstanding this limitation, a person hired to provide live-in, long term or terminal health care of a person who is fifty-five (55) years of age or older for compensation shall also occupy a dwelling during any time such person is actually providing such care. (2) Guests under the age of fifty-five (55) are permitted for periods of time not to exceed sixty (60) days total for each such guest in any calendar year. (3) If title to any lot or unit shall become vested in any person under the age of fifty-five (55) by reason of descent, distribution, foreclosure or operation of law, the age restriction covenants shall not work a forfeiture or reversion of title, but rather, such person thus taking title shall not be permitted to reside in such lot or unit until he/she shall have attained the age of fifty-five (55) or otherwise satisfies the requirements as set forth herein. Notwithstanding, a surviving spouse shall be allowed to continue to occupy a dwelling unit without regard to age. B. A maximum of twenty percent (20%) of the occupied age -restricted residential units shall be allowed to be occupied by at least one person fifty (50) years of age or older and within such units the following conditions shall apply: 14 Stephenson Associates 030703 (1) All other residents must reside with a person who is fifty (50) years of age or older, be a spouse, a cohabitant, an occupant's child eighteen (18) years of age or older, or provide primary physical or economic support to the person who is fifty (50) years of age or older. Notwithstanding this limitation, a person hired to provide live-in, long term or terminal health care to a person who is fifty (50) years of age or older for compensation shall also occupy a dwelling during any time such person is actually providing such care. (2) Guests under the age of fifty (50) are permitted for periods of time not to exceed sixty (60) days total for each such guest in any calendar year. (3) If title to any lot or unit shall become vested in any person under the age of fifty (50) by reason of descent, distribution, foreclosure or operation of law, the age restriction covenant shall not work a forfeiture or reversion of title, but rather, such person thus taking title shall not be permitted to reside in such lot or unit until he/she shall have attained the age of fifty (50) or otherwise satisfied the requirements as set forth herein. Notwithstanding, a surviving spouse shall be allowed to continue to occupy a dwelling unit without regard to age. (4) The above-described use restrictions shall be amended from time to time in accordance with applicable local and state regulations governing age restricted housing and the Federal Fair Housing Act so long as the substantive intent as set forth herein is maintained. In no event shall the minimum age of residents be less than the ages set forth hereinabove. C. Applicant agrees that the language in this Section or such other language as may be necessary to comply with the requirements to qualify as Housing for Older Persons under the Federal Fair Housing Act and the Fair Housing Act of Virginia shall be included in the deeds conveying real property designated as age -restricted on that portion of the property. 11. AFFORDABLE HOUSING FOR THE ELDERLY: Subject to the provisions of this proffer statement, the Applicant will develop and build apartment units to provide much needed affordable housing for the elderly. The Applicant will comply with the necessary requirements to qualify these apartment units for the "Housing for Older Persons" exception to familial status discrimination as allowed under the Federal Fair Housing Act and the Fair Housing Act of Virginia. The construction of these apartment units will begin after at least 50 percent of the retail space has been developed, provided that the approval of appropriate federal and state housing authorities is obtained, and the project qualifies for the Multi -Family Loan Program and the Low Income Housing Tax Credit Program or equivalent. In the event that funding for the affordable housing for the elderly is not obtained, the Applicant proffers to reapportion those units to the active adult community housing units. 15 Stephenson Associates 030703 12. PRESERVATION OF HISTORICAL AND CULTURAL RESOURCES: A. Byers house: The Byers house will be preserved as deemed appropriate by the Applicant. B. Cemeteries: Prior to commencement of any earth disturbing activity in any section of the Property, the applicant shall mark and identify any cemeteries which may be located there. In the event any onsite cemeteries are found, the applicant shall preserve those cemeteries in accordance with all County and State regulations. 13. COMMERCIAL CENTER: The Applicant has identified an area as shown on the Generalized Development Plan (Exhibit A) for a commercial center that will be developed at a time to be determined by Applicant. Within the commercial center development, the following shall be provided: A. The Applicant shall provide for all turn lanes and traffic signalization on the Major Collector Road serving the commercial center as warranted by VDOT. The Applicant shall conduct traffic impact analysis studies for each commercial site plan submitted to Frederick County that will be reviewed and approved by VDOT to determine when these improvements are warranted. A traffic signalization agreement will be executed with VDOT by the Applicant to ensure that commercial uses developed prior to the warrants for traffic signalization contribute their pro -rata share for this improvement. B. The Applicant shall record architectural and design restrictive covenants for the commercial center and shall submit a copy to the Frederick County Planning Director and the Frederick County Building Official with the first site plan within the commercial center. Said covenants shall provide for the establishment of an architectural review board for the purpose of review and approval of all architectural elevations and signage for all commercial uses to assure a continuity of overall architectural appearances within the entire commercial development. C. The Applicant shall ensure that all commercial site plans submitted to Frederick County for the commercial center are designed to implement best management practices (BMP) to promote storm water quality measures. A statement will be provided on each commercial site plan identifying the party or parties responsible for maintaining these BMP facilities as a condition of site plan approval. D. The areas within the commercial center that are not required to be graded or cleared for the implementation of all approved site plans will remain undisturbed. One-way travel aisles will be utilized where practical to reduce the impervious - areas of parking lots within the commercial center. 16 Stephenson Associates 030703 E. The Applicant shall provide for a maximum of 250,000 square feet of commercial land use in Stephenson Village. The majority of the commercial land use will be located within the commercial center identified on the Generalized Development Plan (Exhibit). The development of smaller areas of commercial land use will be allowed in other areas of Stephenson Village. These commercial land use areas will be provided on the detailed Master Development Plan associated with the development of Stephenson Village. F. The Applicant has identified an area as shown on the Generalized Development Plan (Exhibit A) for a commercial center. The development of 60,000 square feet of commercial space will begin within the commercial center no later than the issuance of the 1,500`h non -age restricted residential building permit with completion of this commercial space within 18 months. The Applicant will be allowed to extend the commencement of commercial construction for an additional two year period if any one of the following circumstances has occurred: An elementary school has not been constructed on the Property; or a building permit is obtained for the development of a new grocery store within a three mile radius of commercial center within Stephenson Village. 14. RENT FREE COUNTY OFFICE SPACE: The Applicant shall provide up to 2,500 square feet of shell space for a 10 year period rent free exclusive of utility and common area maintenance (CAM) charges in the commercial center for the location of a Public Service Satellite Facility for Frederick County. The shell space shall be made available and commence upon the completion of the base building in which the space is located. Frederick County must complete build out and occupy the space within two (2) years of the completion of the base building. If Frederick County fails to build out and occupy the space within the two (2) year period then the space will revert to the Applicant. 15. COMMUNITY DESIGN FOR A STRONG SENSE OF PLACE: A. Design The Applicant agrees to provide an overall continuity of design within the community by means of selecting standards for the following elements, which will be uniformly specified and applied over the entire project: • Custom fixture street lighting program. • Custom mailbox design • Standardized common area fencing style and color • Standardized private residential fencing styles and color • Community color selections to create neighborhood theme • uniform site furnishing selection (benches and trash receptacles) • Custom designed street signage and stop signage 17 Stephenson Associates 030703 Landscaping at the entrance monuments, along the collector road buffers and within the medians selected to provide for a repetition of the neighborhood flower color scheme and theme trees throughout the community The Applicant agrees to utilize innovative design techniques and quality design for the recreational center and bathhouse, common area landscaping, site design, and architectural design. B. Architecture (1) The architectural styling of Housing Unit Types 1 through 4 shall be constructed in accordance with the Housing Unit Types Exhibit(s) proffered herein. Housing Unit Types 5 and 6 shall be compatible with Housing Unit Types 1 through 4. (2) Access to garages by the use of alleys shall be allowed on Housing Unit Types 1 (Carriage House), 3 (Cottage House), 5 (Modified Single -Family Small Lot, and 6 (Modified Townhouse). (3) Specific architectural elements that are allowed on Housing Unit Types, to include Housing Unit Types 5 and 6 shall include, but are not limited to, the use of peaked roofs, gables, chimneys, balconies or decks, porches and/or garages. C. Housing Unit Type 3 (Cottage House) and Unit Type 4 (Courtyard Cluster) (1) Decks and Patios All deck planks shall be Class I (A) fire rated composite lumber or approved equal of a standardized color to be selected by the Applicant. A maximum of two styles of deck railing shall be used on all decks and shall be made of the same composite lumber and the same matching color selection. (2) Fire Protection System Courtyard Cluster and Cottage houses will have a 13-D sprinkler system in the home and the garages. D. Li htin Any exterior lighting of individual homes or common use recreation areas shall be directed downward and inward on the site to reduce glare on adjacent properties, the public and/or private right-of-way, and upward stray illumination. 18 Stephenson Associates 030703 E. Architectural and Design Covenants Stephenson Associates, L.C. shall develop architectural and design covenants for the overall community. Said covenants will establish an architectural review board for the purpose of review and approval of all architectural elevations, exterior architectural features (fences, railings, walls and decks) for all uses within Stephenson Village, as well as any publicly provided structures located on sites dedicated for public use. These covenants are intended to assure a continuity of overall architectural appearance, quality material selection, and a cohesive color palate for all structures within the entire development. 16. ENVIRONMENTAL FEATURES AND HABITAT PRESERVATION: A. Environmental Features and Easements: (1) Significant wildlife habitats shall be identified and preserved by the Applicant with technical assistance from the Virginia Department of Game and Inland Fisheries (VDGIF). Wildlife or bird habitats shall be further enhanced by providing native plantings selected to encourage feeding areas while reestablishing forest in and around environmentally sensitive areas. (2) The Applicant shall limit the clearing and grading on each lot to the area needed for structures, utilities, access and fire protection to maximize tree save areas. (3) Unbuildable wetlands, unbuildable floodplain, and unbuildable steep slopes shall be designated and shall be subject to the following: (a) Grading: Protection of steeply sloped areas will be provided by the Applicant as follows: clearing and grading will not occur on any slopes of twenty five percent (25%) or greater, except for trails, road crossings, utilities, drainage and storm water management facilities. (b) Floodplain Areas: Development within floodplain areas shall be limited to the public Linear Park Trail system to include the trail, pedestrian bridges, benches and signage. (c) Buffers and Conservation Easements: (i) Buffer and Conservation Easements: A one -hundred foot (100') wide nondisturbance buffer shall be provided outside of any platted lot immediately adjacent to Hiatt Run and the Wetlands Intermittent Ravine Channel. 19 Stephenson Associates 030703 (ii) Conservation Easements/Floodplain: A twenty -foot (20') wide buffer shall be provided outside of any platted lot immediately adjacent to the 100 -year floodplain. The ten feet (10') adjacent to the floodplain shall be undisturbed. The ten feet (10') adjacent to the lots shall be disturbed and, if disturbed, shall be re -vegetated by planting trees equal to the number of trees in excess of six inches (6") caliper removed by the disturbance, OR at the rate of 50 (2" caliper) trees per acre of disturbance, at the option of the Applicant. (iii) The above disturbed and undisturbed buffers as well as conservation easements not located within a platted lot and/or parcel shall be part of the common areas owned by the Homeowners Association(s). Covenants to be created as part of the Homeowners Association(s) documents shall provide for maintenance of said areas by the Homeowners Association(s). (4) Resource protection areas are identified for the Hiatt Run Corridor and the Wetlands Intermittent Ravine Channel that are further identified on the Generalized Development Plan. These resource protection areas contain various environmental features and provide different resource management plans for their treatment and protection by the Applicant. B. Hiatt Run Corridor: (1) The Hiatt Run Corridor shall be considered a resource protection area. Clearing and grading by individual lot owners is prohibited within this zone. (2) A one -hundred foot (100') foot non -disturbance buffer shall be provided outside of any platted lot adjacent to the Hiatt Run Corridor and shall serve as the clearing limit for all lots that border the Hiatt Run Corridor as measured from the center line of the stream. (3) A minimum buffer of twenty feet (20') shall border all wetland preservation areas. Clearing and grading by individual owners is prohibited within this buffer. (4) Native plants and cluster trees will be preserved and/or reforested in accordance with the Forest Management Plan along the south side of the Hiatt Run Corridor. (5) Wildlife or bird habitats will be further enhanced by providing native plantings selected to encourage feeding areas while reestablishing forest in and around environmentally sensitive areas including steep slopes, woodlands and flood plain areas along the north side of the Hiatt Run Corridor. The planting plan along the north side of the Hiatt Run Corridor will be created with technical assistance from VDGIF and the Lord Fairfax Soil and Water Conservation District. 20 Stephenson Associates 030703 C. Wetlands Intermittent Ravine Channel: The Wetlands Intermittent Ravine Channel shall be considered a resource protection area. Restrictive covenants recorded against the property will provide that clearing and grading by individual lot owners is prohibited within this zone. The Wetlands Intermittent Ravine Channel will be fiirther enhanced, by providing native plantings, to establish an upland buffer. The planting plan for this upland buffer will be created with technical assistance from VDGIF and the Lord Fairfax Soil and Water Conservation District. D. Forest Management Plan: (1) The Forest Stewardship and Management Plan will be created with technical assistance from the Department of Forestry. Native plants and cluster trees will be preserved and/or reforested in accordance with the Forest Management Plan. (2) Existing ponds will be identified and, if beneficial and appropriate, shall be used as storm water management facilities. In addition, the Applicant shall establish additional ponds on the site wherever possible and in such locations as the Applicant directs. The ponds shall be located and designed to promote water infiltration on the site. A minimum area of twenty feet (20') wide surrounding each such pond shall be developed as a park setting. (3) The Forest Management Plan will be created with technical assistance from the Department of Forestry. E. Environmental Utility / Road Impacts: Construction of utilities, roads, trails, bio -retention areas, or wetlands creation shall be allowed within the environmental features listed in § 16A-§ 16D of this proffer statement. Any construction of the above listed items will use low impact construction methods such as 90 -degree crossings, minimal soil, and tree disturbances. When linear utility impacts such as force mains or transmission lines are required low impact construction techniques will be utilized. F. Implementation of Enhancements and Amendments The Applicant shall provide the location of the resource protection areas as a component of the Master Development Plan. Information pertaining to proposed enhancements and amendments to the resource protection areas shall be included as narratives of the Master Development Plan to ensure that these treatment measures will be implemented. 17. COMMUNITY CURBSIDE TRASH COLLECTION: A. The Applicant shall see that the properties within Stephenson Village shall be serviced by a -commercial trash pickup and waste removal service. Said service shall provide 21 Stephenson Associates 030703 curbside trash removal unless otherwise provided by Frederick County, for all residential uses and dumpster disposal for all high-density residential uses and commercial uses. Waste and trash removal services shall not dispose of trash and waste at any Frederick County Citizen Convenience Center. The Applicant shall be relieved of its obligations to see to the performance of this Proffer by assigning all of its obligations to a Homeowners Association for any portion or all of the development. B. Notwithstanding the above, Applicant shall locate dumpster sites as unobtrusively as possible. The area immediately surrounding each dumpster site shall be planted with vegetation similar to or identical to that planted in the median open vegetated areas, including, but not limited to, deciduous trees and evergreen shrubbery in addition to the required fence and gate enclosure. 18. WATER AND SEWER IMPROVEMENTS IN THE STEPHENSON AREA: A. The Applicant shall dedicate land to be utilized for the location of a regional pump station as determined by the Frederick County Sanitation Authority (FCSA) in an area that is mutually agreed upon by both parties. B. The Applicant shall construct a pump station in conformance with the Frederick County Sanitation Authority Route 11 North Sewer and Water Service Area Plan as required to serve the Property and shall dedicate the pump station to the Frederick County Sanitation Authority (FCSA) for operation and maintenance. The pump station shall be constructed and operational prior to the first occupancy permit in Stephenson Village. C. The Applicant shall construct water and sewer lines in conformance with the Frederick County Sanitation Authority Route 11 North Sewer and Water Service Area Plan as required to serve all private land uses within Stephenson Village and shall dedicate the applicable water and sewer lines to FCSA for operation and maintenance. Furthermore, the applicant shall provide water and sewer lines of adequate size to the property line for all publicly dedicated properties. 19. COMPREHENSIVE PLAN CONFORMITY: By accepting and approving this rezoning application, the Frederick County Board of Supervisors authorizes the location and provision of those public uses and facilities specifically referenced on the Generalized Development Plan, in this Proffer Statement, and the extension and construction of water and sewer lines and facilities and roads necessary to serve this Property pursuant to the Virginia Code Section 15.2-2232 and the Frederick County Code. The general area of location for these uses and facilities are as shown on the Generalized Development Plan with the exact locations to be determined based on final engineering and as approved by Frederick County. Acceptance of this Proffer Statement constitutes approval of the public uses and facilities and their general locations and thereby accepts said uses and facilities from further Comprehensive Plan conformity review. 22 Stephenson Associates 030703 20. CREATION OF HOMEOWNERS ASSOCIATION A. Creation of Association(s) A homeowners association or more than one homeowners association ("HOA") shall be created and shall. be made responsible for the review and approval of all construction within the development to insure that all design standards for the Stephenson Village Development are satisfied and for the maintenance and repair of all common areas, together with such other responsibilities, duties and powers as are customary for such associations or as may shall be required for such HOA herein. B. Additional Responsibility In addition to such other responsibilities and duties as shall be assigned; the HOA shall have title to and/or responsibility for: (1) All common open space including storm water facilities areas not otherwise dedicated to public use or maintained by commercial entities. (2) Common buffer areas located outside of residential lots. (3) Residential curbside trash collection. 21. PROFFERED HOUSING TYPES: The following plan(s), exhibit(s) and Housing Unit Types are proffered herein. Each may be altered at the time of final engineering and equivalent Housing Unit Types may be substituted with the approval of the Director of Planning or his/her designee. Any existing or future Housing Unit Type, which is permitted under the R4 Residential Planned Community District, may also be utilized. Housing Unit Types Exhibit(s) prepared by The Land Planning and Design Group, Inc. dated December 2002, listed below and attached hereto as Exhibit B (graphic for illustrative purposes only). The minimum design standards for the following housing types are summarized and listed on the attached chart prepared by Land Planning and Design Group, Inc., dated March 2003 and referred to as Exhibit E — Minimum Design Standards. "Housing Unit Type 1" (Carriage House): Carriage House Illustrative Carriage House Typical Carriage House Landscape Typical 23 Stephenson Associates 030703 "Housing Unit Type 2" (Non -Alley Carriage House): Non -Alley Carriage House Illustrative Non -Alley Carriage House Typical Non -Alley Carriage House Landscape Typical "Housing Unit Type 3" (Cottage House): Cottage House Illustrative Cottage House Typical Cottage House Landscape Typical "Housing Unit Type 4" (Courtyard Cluster): Courtyard Cluster Illustrative Courtyard Cluster Typical Courtyard Cluster Landscape Typical "Housing Unit Type 5" (Modified Single Family Detached Lot): Modified Single Family Detached Lot Typical "Housing Unit Type 6" (Modified "Townhouse" Attached Dwelling): Modified "Townhouse" Attached Dwelling Typical "Housing Unit Type 7" (Elderly Housing Dwelling): Elderly Housing Dwelling Specifications Elderly Housing Dwelling Illustrative Elderly Housing Dwelling Specifications and Illustrative Design provided in Community Design Modifications Document Other housing types shall be added, if approved, by Frederick County. 22. STREETSCAPE DESIGN AND LANDSCAPING: A. The Applicant shall provide landscaped areas on both sides of the Major Collector Road as illustrated on the attached Exhibit D (Typical Major Collector Road Section) dated March 2003 and in accordance with the following: (1) The landscaped area described above is designed to be a scenic urban linear park, which shall contain woodland conservation areas. (For purposes of this Proffer, a woodland conservation area shall be defined as an area designated 24 Stephenson Associates 030703 for the purpose of retaining land areas predominantly in their natural, scenic, open or wooded condition.)The woodland conservation area shall have a varying width of no less than fifteen feet. Woodland conservation areas shall be provided where feasible based upon final engineering and design of the development. The Applicant shall provide, within the landscaped area, a mixture of deciduous and evergreen trees, to include native types of trees originally found in this area and replacing any trees removed during development. Such trees shall be planted at the minimum rate of one tree every 40 linear feet along the roadway frontage and shall be planted in clusters rather than a linear pattern. (2) The minimum planting standard for street landscaping or landscaped areas/woodland conservation areas shall be a mixture of deciduous trees, ornamental trees, evergreen trees, and shrubbery. At the Applicants option, trees and shrubs shall be planted in clusters and shall be planted at an equivalent rate of ten plant units per 40 linear feet of collector street roadway frontage. The plant unit credits are determined as follows: Shade Trees (2" min. caliper) = 10 plant units, Ornamental trees (1.5" minimum caliper) = 5 plant units, Evergreen trees (6' min. height) = 5 plant units, Shrubs (18" minimum height) = 2 plant units. B. The Applicant shall have the option of utilizing landscaped central islands within cul- de-sacs. When landscaped islands are utilized a twenty-eight foot (28') foot paved area shall be provided to accommodate on -street parking and travel aisles. C. Where conditions permit, vegetated open channels shall be used in street right-of- ways for storm water runoff, instead of curb and guttering. D. To the extent possible, stone fines or wood chip trails/paths shall be used instead of asphalt trails/paths. Where practical, such trails/paths shall be located on only one side of each interior road provided sidewalks are not required or practical within the adjacent road right-of-way. 23. COMMUNITY SIGNAGE PROGRAM: A. The Applicant reserves the right to construct community entry features including a monument style sign at the entrances to the development in accordance with the following parameters: Such signage shal I not exceed two signs per intersection, one occurring on either side of the entrance. The sign panel area shall not exceed 65 square feet per sign, and shall be attached to a wall not to exceed 8 feet in height, excluding piers, which shall be 9.25 feet in height. The wall supporting the signage will not be included in the allowable square footage for the sign panel. B. The Applicant reserves the right to construct neighborhood entry features including a monument style sign at the entrance to each neighborhood in accordance with the following parameters: Such signage shall not exceed two signs per intersection one occurring on either side of 25 Stephenson Associates 030703 the entrance. The sign panel area shall not exceed 40 square feet per sign, and shall be attached to a wall not to exceed 7 feet in height, excluding piers, which shall be 8.25 feet in height. The wall supporting the signage will not be included in the allowable square footage for the sign panel. C. Commercial freestanding business signs shall be monument style with similar design and materials as the community entry feature signs. These commercial freestanding business signs shall be no more than 20' in height measured from the base and shall be spaced a minimum of 1.00 feet apart. 26 Stephenson Associates 030703 SIGNATURE PAGE The conditions set forth herein are the proffers for Stephenson Village and supersede all previous proffer statements submitted for this Development. Respectfully submitted, Stephenson Associates, L.C. By: e: J. Donald Shockey, Jr. Title: Manager Subscribed and sworn before me this day of %l f , 2003. Susan D. Stahl (Typed Name of Notary) My Commission Expires: Notary Public Stephenson Associates 030703 27 SIGNATURE PAGE ACCEPTED BY THE COUNTY OF FREDERICK Name: Title: Subscribed and sworn before me this day of , 2003. Notary Public (Typed Name of Notary) My Commission Expires: REVIEWED AND ACCEPTED BY THE FREDERICK COUNTY ATTORNEY IC Name: Title: Subscribed and sworn before me this day of , 2003. (Typed Name of Notary) My Commission Expires: Notary Public 28 Stephenson Associates 030703 I RT -161p� - —nlV1V ft. -- RTE 838 3.5 +/- ACRES AREA NOT TO BE REZONED j: i% I00 wo ME no No GDP LEGEND �' MAJOR COLLECTOR ROAD INTER PARCEL CONNECTIONS NOTE: THIS GENERALIZED DEVELOPMENT PLAN IS CONCEPTUAL AND FOR ILLUSTRATIVE PURPOSES ONLY. THE FINAL LOCATION OR ORIENTATION OF THE INDIVIDUAL LANDBAYS AND/OR THEIR ASSOCIATED COMPONENTS MAY BE SLIGHTLY ALTERED TO REFLECT MORE ACCURATE ENGINEERING. i a MAJOR / COLLECTOR COMMUNITY .r RECREATION CENTER j Ilk l l l i SAMUEL BYERS LANDMARK # 34-1124 -i WETLANDS INTERMEDIATE RAVINE, CHANNEL LINEAR PARK OPEN SPACE TRAIL r HIATT RUN /£ i HIATT RUN CORRIDOR MAJOR COLLECTOR ROAD ACTIVE ADULT - RECREATION CENTER IV 4-, -1 HIATT R k O CM z CQ 0 m W 02 W 2 W CQ sN Z wo �m C3 LLN 00 W 4, LLN a a CIS �� F 4) A to w rn n m ❑ 0 N m 0 o n >h N W � ❑ m rn In � o 0 U) U o 0 O w0 N W LL 0 0 zz() �zU)D Ld =Io°U PO-Cb6z I U a LAND BAY BREAKDOWN ND BAN LAND USE ACREAGE % RANGE OF HOUSING UNIT TYPE MIN. MAX. I ELEM. SCHOOL 20 Ac. +/— NA NA II COMMUNITY PARK (6 baseball fields & 6 soccer fields) 24 Ac. +/— NA NA W �U III MIXED RESIDENTIAL: 502 Ac. t/— CONVENIENCE COMMERCIAL/DAYCARE 7 Ac.+/— NA NA W SFD (Housing Unit Type 1,2,4,5 & RP District SFD) W 30 64 U TOWNHOUSE (Housing Unit Type 6 & RP District Townhouses) 10 30 MULTIFAMILY: (Condominiums, Elderly Housing, Housing Unit Type 3—Cottage House & RP District Duplex, Multiplex, Atrium & Garden Apartment) 7 35 IV ACTIVE ADULT: SFD (Housing Unit Type 1,2, & 5) Multifamily (Condominiums, Elderly Housing, Housing Unit Type 3—Cottage House) 126 Ac.+/— 19 53 V COMMERCIAL CENTER (Retail, Office & Public Service Satellite Facility) I 2 Ac. + — NA i NA SEE NOTES ADDRESSING ABOVE CHART IN PROFFER 3. USES DENSITY & MIX OF HOUSING TYPES A. (2) (14) O d (x 7 Q O ~ UJ �D �O d W Zj W �U Q Q' W a W W 0 U Ew DATE: MARCH 2003 SCALE: 1"=1000' DESIGNED BY:MDS/JNT JOB NO. 2760C SHEET - 1 OF 1 EXHIBIT B HOUSING UNIT TYPES HOUSING UNIT TYPE 1 CARRIAGE HOUSE (3 sheets) NOTE: FOR ILLUSTRATIVE PURPOSES ONLY OPTIONAL PORCH SHOWN STEPHENSON VILLAGE CARRIAGE HOUSE ILLUSTRATIVE Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. STANDARDS: Living Space (min.) Decks (min.) 1400 square feet Side yard setback: 5'-0" interior lot line Side yard setback: 10'-0" corner lot perimeter lot line Rear yard setback: 15'-0" *decks must be located in rear yards and shall not be erected forward of the rear plane of a dwelling unit STEPHENSON VILLAGE CARRIAGE HOUSE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. Front Facade *porches, stoops, and steps may extend 6-0" into front yard setback e --r v_ r v'T" L-3 NOTE: FOR ILLUSTRATIVE PURPOSES ONLY OPTIONAL FENCE SHOWN STEPHENSON VILLAGE CARRIAGE HOUSE LANDSCAPE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. HOUSING UNTI' TYPE 2 NON -ALLEY CARRIAGE HOUSE (3 sheets) NOTE: FOR ILLUSTRATIVE PURPOSES ONLY OPTIONAL PORCH SHOWN STEPHENSON VILLAGE NON—ALLEY CARRIAGE HOUSE ILLUSTRATIVE Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. 17 N J KJ f STr-EET STANDARDS: Living Space (min.) Decks (min.) 414. 1400 square feet Side yard setback: 5'-0" interior lot lines Side yard setback: 10'-0" corner lot perimeter lot line Rear yard setback: Y-0" *decks must be located in rear yards and shall not be erected forward of the rear plane of a dwelling unit STEPHENSON VILLAGE NON—ALLEY CARRIAGE HOUSE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. 0 Front Facade *porches, stoops, and steps may extend 6-0" into front yard setbacks NOTE: FOR ILLUSTRATIVE PURPOSES ONLY OPTIONAL PORCH SHOWN OPTIONAL FENCE SHOWN STEPHENSON VILLAGE NON -ALLEY CARRIAGE HOUSE LANDSCAPE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. HOUSING UNIT TYPE 3 COTTAGE HOUSE (3 sheets) NOTE: FOR ILLUSTRATIVE PURPOSES ONLY OPTIONAL PORCH SHOWN OPTIONAL FENCE SHOWN STEPHENSON VILLAGE COTTAGE HOUSE ILLUSTRATIVE Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. to, Him. For- CorNEK. 4� Mirk. S� LOTS � I AultY 14. STANDARDS: Lot Width(min.) Living Space (min.) Decks (min.) Front Facade 34'-0" 1400 square feet Side yard: 5'-0" interior unit *porches, stoops, Side yard: 10'-0" end/comer unit and steps may Rear yard: 5'-0" extend 6'-0" into *decks must be located in rear yards front yard setback and shall not be erected forward of the rear plane of a dwelling unit STEPHENSON VILLAGE COTTAGE HOUSE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. ALLEY NOTE: FOR ILLUSTRATIVE PURPOSES ONLY STEPHENSON VILLAGE COTTAGE HOUSE LANDSCAPE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. DOUSING UNIT TYPE 4 COURTYARD CLUSTER (3 sheets) NOTE: FOR ILLUSTRATIVE PURPOSES ONLY STEPHENSON VILLAGE COURTYARD CLUSTER ILLUSTRATIVE Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. Courtyard Clusters Typical This housing type consists of single-family dwellings combined to form a multi -family cluster of units. The cluster creates a private parking court, therefore removing garages from the main travel ways. No fewer than two and no more than seven units shall be combined in any courtyard cluster. Each unit has direct access to a private yard. A fence or fence and wall combination shall be located between units to enclose the courtyard. Each unit shall have at least one 3' gate providing access to the rear yard from the courtyard. The following table specifies the minimum standards for this Courtyard Cluster house type. Minimum Area Per Unit: 2,000 sq. ftJdwelling unit Minimum Setbacks: To garage from street or common driveway: 19 ft. To dwelling from street: 18 ft. Distance between units: 10 ft. To dwelling from common driveway: 3 ft. To dwelling from interior lot line: 3 ft. To dwelling from perimeter property line: 10 ft. To deck and/or patio from interior lot line: 5 ft. To deck and/or patio from perimeter property line: 6 ft. Maximum Building Height: 35 ft. 138' 10 10' STEPHENSON 'VILLAGE COURTYARD CLUSTER TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. !rty Line ,r trrrr iii�iilIgloo a =Mill r HOUSING UNIT TYPE 5 MODIFIED SINGLE-FAMILY SMALL LOT (I sheet) Modified single-family small lot. Single-family small lot housing shall be a single-family detached or attached residence on an individual lot. No more than two units may be attached together. (i) Dimensional requirements shall be as follows: (a) Minimum lot size: 3,750 square feet (b) Off-street parking spaces: 2 (c) Setback from state road: 20 feet (d) Setback from private road: 20 feet (e) Rear yard: 15 feet (fl Side yard: Zero lot line option may be used with this housing type. If chosen, the minimum side yard shall be 10 feet for that yard opposite the zero lot line side. If not chosen, the minimum side yard shall be five feet on both sides. (g) When the attached option for the single-family small lot housing unit is chosen, the minimum building spacing requirement shall be 10 feet. (h) Supplementary setbacks: [ 1 ] With the single-family small lot housing type, decks may extend five feet into rear yard setback areas. [2] Where single-family small lot housing abuts open space, decks may extend up to 12 feet into rear yard setback areas. [3] Front porches, stoops and steps may extend 12 feet into front yard setback areas. (2) Maximum building heights shall not exceed 35 feet in height. (3) Detached accessory buildings may be permitted, not to exceed 20 feet in height, will adhere to the same side yard setbacks as the house, and will have the same rear yard setback as a deck. HOUSING UNIT TYPE 6 MODIFIED TOWNHOUSE (I sheet) Modified townhouse. The "townhouse" is a single-family attached dwelling with one dwelling unit from ground to roof, having individual outside access. Rows of attached dwellings shall not exceed 10 units and shall average no more than eight dwellings per structure. (1) Dimensional requirements shall be as follows: Minimum Average Off -Street Minimum Lot Area Lot Area Parking Lot Width (square feet) (square feet) Spaces (feet) 1200 1300 2.00 16 1400 1500 2.25 18 1600 1700 2.50 20 or larger (2) Minimum yards shall be as follows: (a) Front setbacks: [ 1 ] 20 feet from road right-of-way for front loaded garage townhouses [2] 20 feet from parking area, private street, or driveway for front loaded townhouses [3] 10 feet for rear loaded or rear loaded detached garage townhouses [4] 10 feet for non garage townhouses with offstreet parking (b) Side: 10 feet from lot line (end unit) (c) Rear: 20 feet from lot line (3) Minimum on-site building spacing: (a) Side: 25' between adjacent end units (b) Rear: 50' from rear building plane to adjacent rear building plane (4) Maximum building height shall be as follows: (a) Principle building: 35 feet (b) Accessory buildings: 20 feet (5) Minimum yard setbacks for garages (a) Side: 10 feet from lot line (end unit) for detached garage option (b) Side: 0 feet from interior lot line for detached garage option (c) Rear: 5 feet from lot line for detached garage option (6) Supplementary setbacks: (a) With the modified townhouse housing type, decks may extend 15 feet into rear yard setback areas. (b) Where modified townhouse abuts open space, decks may extend up to 15 feet into rear yard setback areas. (c) Front porches, stoops and steps may extend 6 feet into a 10 foot front yard setback and 12 feet into a 20 foot front yard setback. FATE. 761 OLD ACCESS ROAD PAVED PARKING TYPICAL OVERFLOW PARKING TYPICAL SERVICEIEMERGENCY ACCESS ROAD jw i '\\i I s JR. SOCCER FIELDS ��. MAJOR COLLECTOR ROAD Ll NOTE: TM LAYOUT FOR THE SCHOOL/PARE SITE IS CONCEPTUAL AND FOR ULUSnUTIVE PURPOSES ONLY. THE FINAL LOCATION OR OR]MATION OF THE INDIVIDUAL I"DBAYS AND/OR nMR ASSOCIATED COMPONENTS MAY BE SLIGHTLY ALTERED TO REFLECT MORE ACCURATE ENGMCERMC. W� d� JR. BA L F ELDS i �`R C, �c \L'T ` oq CHARLES ACCESS ROAD SOCCER FIELDS f • �7v F/E -4os Li cQ d' O m 41 cmv m 4� 02 d 0 m Li m ot Q0 c bur ol tocQ CQ CQ Op, too La C2 F G» b 0 A a z z z g 0 z 3 DATE: MARCH 2003 SCALE: 1'=125' DESIGNED BY: MPR JOB NO. 2760C SHEET 1 OF 1 W w E- E- E- E. Z o ^ U)� —o ul Za w W Q ow W F ul DATE: MARCH 2003 SCALE: 1'=125' DESIGNED BY: MPR JOB NO. 2760C SHEET 1 OF 1 EXHIBIT D TYPICAL MAJOR COLLECTOR ROAD SECTION (1 sheet) tAt4aSC.,%M AREA 111 n+,Te .T�.E` -r raw. � L-&*inscAm A".A �, NOTE: For illustrative purposes only STEPHENSON VILLAGE "EXHIBIT W TYPICAL MAJOR COLLECTOR ROAD SECTION Scale: NTS March 2003 THE LAND PLANNING & DESIGN GROUP, INC. HOUSING HOUSING NAME MINIMUM AVERAGE MIN. LOT MIN. MIN. FRONT YARD MIN. REAR MIN. SETBACK MIN. SETBACK MIN. SIDE YARD SETBACK MIN. MIN. SETBACK FROM DECK MIN. SETBACK DECK MIN. FRONT DETACHED MAXIMUM OFF UNIT TYPE LOT WIDTH LOT AREA AREA SQUARE SETBACK FROM YARD TO DWELLING DISTANCE BETWEEN ON INTERIOR LOT LINE SETBACK TO GARAGE TO INTERIOR INTERIOR LOT LINE SETBACK PORCHES, ACCESSORY BUILDING STREET SQUARE SQUARE FOOTAGE R/W OR PRIVATE SETBACK FROM DWELLING UNITS SIDE / COMBINED TOTAL GARAGE LOT LINE SIDE YARD SIDE YARD /CORNER REAR YARD/ STOOPS, AND BUILDING HEIGHT PARKING FEET FEET LIVING STREET TO TO COMMON SIDE YARD SETBACK / FROM /CORNER LOT (OR LOT (OR END UNIT REAR YARD STEPS MAY MAX. HEIGHT SPACES SPACE DWELLING DWELLING DRIVEWAY CORNER LOT (OR END STREET/ END UNIT TOWNHOUSE) SIDE ABUTTING EXTEND INTO UNIT TOWNHOUSE) SIDE ALLEY TOWNHOUSE) SIDE YARD OPEN SPACE FRONT YARD YARD YARD SETBACK 1 CARRIAGE 40' NA 4,000 1,400 15' 25' NA 10' 5'/10'/10' NA/20' 3710' 5110 157NA 6' 20' 35' 2 2 NON -ALLEY 47' NA 4,700 1,400 15' 25' NA 10' 51/15'110' 20'/NA 3'/10' 5710' 3'/3' 6' 20' 35' 2 CARRIAGE 3 COTTAGE 34' NA 3,264 1,400 15' 20' NA 10' ON NON 0'/5'110' NA/20' O'INA 51/10' 5'/NA 6' NA 35' 2 ATTACHED SIDE NA/NA 3'/NA/NA (10' FROM NA/NA NA1NA (6' FROM 4 COURTYARD NA 3,300 NA 2,000 10' NA 3' 10' DWELLING TO (19' FROM 37NA (5' FROM INTERIOR PERIMETER 6' NA 35' 2 PERIMETER PROPERTY COMMON LOT LINE) PROPERTY LINE) DRIVEWAY) LINE 5'/10710' 5710' (0' FOR ZERO 5710' (0' FOR ZERO 5 MODIFIED 38' NA 3750 NA 20' 15' NA 10' (0' FOR THE (0' FOR ZERO LOTLINE 20'/15' LOT LINE OR LOT LINE OR 10'/3' 12' 20' HT. 35' 2 SINGLE FAMILY , ATTACHED OPTION) SIDE WITH A COMBINED ATTACHED SIDE) ATTACHED SIDE) TOTAL OF 10') 20' (10' FOR NON 0' (25' FROM NON 12' FOR A 20' 6 MODIFIED i6' 1,300 1,200 NA GARAGE OR REAR 20' NA ATTACHED SIDE WALL OF END UNIT 0'/0'/10' 20'15' 0'/10' 01/10' 5'15' SETBACK, 5' 20' HT. 35' 2 TOWNHOUSE LOADED GARAGE FOR A 10' UNITS) TO ANY OTHER SETBACK HOME 20' (10' FOR NON 0' (25' FROM NON 12' FOR A 20' 6 MODIFIED 18 1,500 1,400 NA GARAGE OR REAR 20' NA ATTACHED SIDE WALL OF END UNIT 01/01/10' 20'15' 0710' 01/10' 5'/5' SETBACK, 5- 20' HT. 35' 2.25 TOWNHOUSE LOADED GARAGE FOR A 10' UNITS) TO ANY OTHER SETBACK HOME 20' (10' FOR NON 0' (25' FROM NON 12' FOR A 20' 6 MODIFIED 20' OR > 1,700 1,600 NA GARAGE OR REAR 20' NA ATTACHED SIDE WALL OF END UNIT 01/01/10' 20'/5' 010' 01/10' S'/5' SETBACK, 5- 20' HT. 35' 2.5 TOWNHOUSE LOADED GARAGE FOR A 10' UNITS) TO ANY OTHER SETBACK HOME STEPHENSON VILLAGE "EXHIBIT E" MINIM[TM DESIGN STANDARDS Scale: NTS March 2003 THE LAND PLANNING & DESIGN GROUP, INC. • a • STEPHENSON VILLAGE RESIDENTIAL PLANNED COMMUNITY Community Design Modifications Docuhient Prepared By: Greenway Engineering & The Land Planning and Design Group, Inc. April 2003 (Rezoning Exhibit F) MODIFICATION #1 § 165-71 Mixture of housing types required Ordinance Requirement: No more than 40% of the area of portions of the planned community designated for residential uses shall be used for any of the following housing types: duplexes, multiplexes, atrium houses, weak -link townhouses, townhouses or garden apartments or any combination of those housing types. Alternative Design Standard: No more than 60° � of the area of portions of the planned community for residential uses shall be used for the housing types identified in the townhouse, multifamily and active adult MIXED RESIDENTIAL MATRIX Housing Unit Type Minimum % Maximum % Single Family Dwellings 30 64 (Hosing Unit Type 1,2,4,5 & RP District SFD) Townhouse Dwellings 10 30 (Housing Unit Type 6 & RP District Townhouse) Multifamily Dwellings 7 35 (Condominiums, Elderly Housing, Housing Unit Type 3 & RP District Duplex, Multiplex, Atrium and Garden Apt. Active Adult Dwellings 19 53 Single Family Dwelling (Housing Unit Type 1,2 & 5) Multifamily (Condominiums, Elderly Housing, Housing Unit Type 3) Justification for Modification: The proffered Generalized Development Plan identifies that residential land uses will be located within Land Bays III and IV. The Generalized Development Plan does not account for the approximate 125 acres within the Hiatt Run Corridor and the Wetlands Intermediate Ravine Channel that is contiguous to Land Bays III and IV. Therefore, the Generalized Development Plan accounts for approximately 621 acres to be utilized for residential land use within Stephenson Village. The required calculation of 401/0 of the approximate 621 -acre area of portions of the planned community designated for residential use in this case amounts to approximate]% 248.5 acres that can be utilized for duplexes, multiplexes, atrium houses, weak -link townhouses, townhouses or garden apartments. The residential program that has been developed for Stephenson Village is designed to provide for housing opportunities for all age groups in the community. Stephenson Village will also provide for an active adult community that may develop beyond the designated 126 -acre land bay identified on the Generalized Development Plan. The success of the active adult community and housing for young professionals may expand beyond the program limits identified in the program; therefore, a modification of the 40% of residential land area is appropriate. Stephenson Village requests a modification to allow a maximum of 60%, or approximately 372.5 acres of the residential land area to provide for the development of housing types identified in the mixed residential matrix table. Stephenson Village further commits to the provision of a mixture of housing types by establishing minimum and maximum percentages for the variety of housing types identified in the mixed residential matrix table. This commitment exceeds the current ordinance requirement by ensuring that a residential mix will be provided in lieu of one housing type (i.e. garden apartments) occupying 40% of the residential land area. MODIFICATION #2 § 165-69 Permitted uses § 165-72B(2) Alternative dimensional requirement plan Ordinance Requirement: All uses are allowed in the R4 Residential Planned Community District that are allowed in the RP Residential Performance District. An alternative dimensional plan may be included with the master development plan for the development, which shall describe a system of dimensional requirements for all residential uses planned for the development. Alternative Design Standard: Residential housing types other than those permitted in the RP Residential Performance District may be allowed in the R4 Residential Planned Community District. The Board of Supervisors may allow new housing types only if information describing the minimum lot area, minimum lot width, minimum yard setbacks, maximum building heights for primary and accessory structures, and minimum off street parking spaces is determined to be acceptable. Justification for Modification: Stephenson Village desires to provide for a mixture of housing types that allow for a community including a range of economic and demographic levels from young professionals, family households, empty nesters and elderly affordable dwellings. In order to create this type of community, it is necessary to provide for housing types that are currently allowed by ordinance and to introduce housing types that are successful in the current housing market. With the exception of the single-family small lot, the remaining housing types allowed by current ordinance were established over ten years ago. The introduction of new housing types, or modifications to the design standards for existing housing types is necessary to accomplish this goal. The R4 District allow for a residential planned community to develop only one type of multifamily housing unit to achieve the goal of a housing mix. Stephenson Village is committed to provide for a variety of housing types as evident by the minimum percentages specified in the mixed residential matrix table; therefore, it is justified to allow for new housing types, as well as alternative dimensional requirements for existing housing types in the RP District as described in this Community Design Modification Document to achieve this purpose. EXHIBIT B HOUSING UNIT TYPES STEPHENSON VILLAGE WAIVER #2 SUPPORT GRAPHIC Scale: NTS April 2003 THE LAND PLANNING & DESIGN GROUP, INC. s-rr-bEY STANDARDS: Living Space (min.) Decks (min.) 41A 1400 square feet Side yard setback: 5'-0" interior lot lines Side yard setback: 10'-0" corner lot perimeter lot line Rear yard setback: 3'-0" *decks must be located in rear yards and shall not be erected forward of the rear plane of a dwelling unit STEPHENSON VILLAGE NON -ALLEY CARRIAGE HOUSE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. Front Facade *porches, stoops, and steps may extend 6'-0" into front yard setbacks S'T F -6E T- zz I STANDARDS: Living Space (min.) Decks (min.) 1400 square feet Side yard setback: 5'-0" interior lot line Side yard setback: 10'-0" corner lot perimeter lot line Rear yard setback: 15'-0" *decks must be located in rear yards and shall not be erected forward of the rear plane of a dwelling unit STEPHENSON VILLAGE CARRIAGE HOUSE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. Front Facade *porches, stoops, and steps may extend 6'-0" into front yard setback STAT 44 sl i v' MIN. rod COME LOTS i 5` II` (W � I 1 I 1 AL"Y STANDARDS: Lot Width(min.) Living Space (min.) 34'-0" 1400 square feet STEPHENSON VILLAGE COTTAGE HOUSE TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. Decks (min.) Side yard: 5'-0" interior unit Side yard: 10'-0" end/comer unit Rear yard: 5'-0" *decks must be located in rear yards and shall not be erected forward of the rear plane of a dwelling unit Front Facade *porches, stoops, and steps may extend 6'-0" into front yard setback Courtyard Clusters Typical This housing type consists of single-family dwellings combined to form a multi -family cluster of units. The cluster creates a private parking court, therefore removing garages from the main travel ways. No fewer than two and no more than seven units shall be combined in any courtyard cluster. Each unit has direct access to a private yard. A fence or fence and wall combination shall be located between units to enclose the courtyard. Each unit shall have at least one 3' gate providing access to the rear yard from the courtyard. The following table specifies the minimum standards for this Courtyard Cluster house type. Minimum Area Per Unit: 2,000 sq. ftJdwelling unit Minimum Setbacks: To garage from street or common driveway: 19 ft. To dwelling from street: 18 ft. Distance between units: 10 ft. To dwelling from common driveway: 3 ft. To dwelling from interior lot line: 3 ft. To dwelling from perimeter property line: 10 ft. To deck and/or patio from interior lot line: 5 ft. To deck and/or patio from perimeter property line: 6 ft. Maximum Building Height: 35 ft_ 138'M 10' Min 10' Min 6' Minimum 5' Minimum 5' Minimmn 51 minimum --1 `��-� _ 3' Minimum LOT 2 111 LOT 3 I--1 Li LOT 4 Minimum MI2801I-Mail1 1 LOT 5 1 6, rtF—l0' Minimum I \ I 10' Mi+imam`� I I STEPHENSON VILLAGE COURTYARD CLUSTER TYPICAL Scale: NTS December 2002 THE LAND PLANNING & DESIGN GROUP, INC. Minimum Minimum 10�Mmm 0' Minimum Perimeter Property Line Typical Interior Lot Line Typical Fence Typical Gale Typical Deck or Patio Minimum Common Driveway Street 26' or 28' Modified singe -family small lot. Single-family small lot housing shall be a single-family detached or attached residence on an individual lot. No more than two units may be attached together. (1) Dimensional requirements shall be as follows: (a) Minimum lot size: 3,750 square feet (b) Off-street parking spaces: 2 (c) Setback from state road: 20 feet (d) Setback from private road: 20 feet (e) Rear yard: 15 feet (f) Side yard: Zero lot line option may be used with this housing type. If chosen, the minimum side yard shall be 10 feet for that yard opposite the zero lot line side. If not chosen, the minimum side yard shall be five feet on both sides. (g) When the attached option for the single-family small lot housing unit is chosen, the minimum building spacing requirement shall be 10 feet. (h) Supplementary setbacks: [1] With the single-family small lot housing type, decks may extend five feet into rear yard setback areas. [2] Where single-family small lot housing abuts open space, decks may extend up to 12 feet into rear yard setback areas. [3] Front porches, stoops and steps may extend 12 feet into front yard setback areas. (2) Maximum building heights shall not exceed 35 feet in height. (3) Detached accessory buildings may be permitted, not to exceed 20 feet in height, will adhere to the same side yard setbacks as the house, and will have the same rear yard setback as a deck. Modified townhouse. The "townhouse" is a single-family attached dwelling with one dwelling unit from ground to roof, having individual outside access. Rows of attached dwellings shall not exceed 10 units and shall average no more than eight dwellings per structure. (1) Dimensional requirements shall be as follows: Minimum Average Off -Street Minimum Lot Area Lot Area Parking Lot Width (square feet) (square feet) Spaces (feet) 1200 1300 2.00 16 1400 1500 2.25 18 1600 1700 2.50 20 or larger (2) Minimum yards shall be as follows: (a) Front setbacks: [ 1 ] 20 feet from road right-of-way for front loaded garage townhouses [2] 20 feet from parking area, private street, or driveway for front loaded townhouses [3] 10 feet for rear loaded or rear loaded detached garage townhouses [4] 10 feet for non garage townhouses with offstreet parking (b) Side: 10 feet from lot line (end unit) (c) Rear: 20 feet from lot line (3) Minimum on-site building spacing: (a) Side: 25' between adjacent end units (b) Rear: 50' from rear building plane to adjacent rear building plane (4) Maximum building height shall be as follows: (a) Principle building: 35 feet (b) Accessory buildings: 20 feet (5) Minimum yard setbacks for garages (a) Side: 10 feet from lot line (end unit) for detached garage option (b) Side: 0 feet from interior lot line for detached garage option (c) Rear: 5 feet from lot line for detached garage option (6) Supplementary setbacks: (a) With the modified townhouse housing type, decks may extend 15 feet into rear yard setback areas. (b) Where modified townhouse abuts open space, decks may extend up to 15 feet into rear yard setback areas. (c) Front porches, stoops and steps may extend 6 feet into a 10 foot front yard setback and 12 feet into a 20 foot front yard setback. Elderly housing. Elderly housing are multifamily buildings where individual dwelling units share a common outside access. They also share a common yard area, which is the sum of the required lot areas of all dwelling units within the building. Elderly housing shall contain six or more dwellings in a single structure. Required open space shall not be included as minimum lot area. (1) Maximum gross density shall be 45 units per acre. (2) Development requirements shall be as follows: Number of Bedrooms Efficiency 2 3 plus Off -Street Parking Spaces 1.50 2.00 2.25 2.50 (3) Maximum site impervious surface ratio (on lot) shall be sixty -hundredths (0.60). (4) Minimum lot size shall be one (1) acre. (5) Minimum yards shall be as follows: a. Front setback: i. Twenty-five (25) feet from road right-of-way. ii. Ten (10) feet from parking area or driveway. b. Side setback: i. Twenty-five (25) feet from perimeter boundary. c. Rear setback: i. Fifty (50) feet from perimeter boundary. (6) Minimum on-site building spacing shall be twenty five (25) feet. (7) Maximum number of dwellings units per building shall be (125) (8) Maximum building height shall be as follows: a. Principal building height: forty five (45) feet. b. Accessory buildings: twenty (20) feet. NOTE: FOR ILLUSTRATIVE PURPOSES ONLY STEPHENSON VILLAGE ELDERLY HOUSING ILLUSTRATIVE Scale: NTS April 2002 THE LAND PLANNING & DESIGN GROUP, INC. MODIFICATION #3 § 165-72D Commercial and industrial areas § 165-72M(3) Nonresidential land use phasing Ordinance Requirement: A minimum of 10% of the gross area of the project shall be used for business and industrial uses. The phasing plan for the development shall include a reasonable portion of the nonresidential uses in all phases of the development. Alternative Design Standard: Elimination of the requirement for both business and industrial land uses in Stephenson Village; establish a minimum of 4% of the gross area of the project to be used for commercial land use; allow for the majority of the commercial land uses to be located in a defined commercial center instead of all phases of Stephenson Village. Justification for Modification: A minimum lot size of 100 acres is required for a residential planned community development. The provision of 10% of the gross area of the project for business and industrial land use would equate to a minimum of 10 acres to meet the ordinance requirement. A conservative FAR of 0.2 would equate to 60,000 square feet of industrial development on 7 acres of land and 26,000 square feet of commercial on 3 acres of land. This ratio would be reasonable if both industrial and commercial land use were proposed for the residential planned community. An industrial component is not planned for Stephenson Village, nor is an industrial component desired by the immediate outlying community. The required 10% minimum of the gross area of the project for business and industrial land use would account for approximately 82.2 acres within Stephenson Village to meet the ordinance requirement. This amount of acreage is not feasible for commercial land use alone; therefore, a sufficient amount of commercial land use to meet the needs of the residential planned community is important to determine. The market and economic analysis for Stephenson Village suggests that the maximum amount of commercial land use that can be sustained is 250,000 square feet. A developed FAR of 0.2 would require less than 29 acres (3.5%) to meet the 250,000 square feet of commercial development n Stephenson Village. Therefore, it is reasonable to expect a minimum of 4% of the gross area of the project to be utilized for commercial land use when industrial land use is not part of the residential planned community design. Furthermore. it is reasonable to plan for the majority of the commercial land use to occur within a defined commercial center within the community in lieu of many smaller undefined commercial pods located within each phase of the residential planned community. Stephenson Village has been designed to provide for a defined commercial center that will accommodate a variety of commercial land uses and serve the residents of this community, as well as the outlying community. The request to eliminate industrial land use; to establish a minimum of 4% of the gross area for commercial land use; and to establish a defined commercial center in lieu of requiring commercial land use in all phases of the residential planned community is reasonable. Stephenson Village would be required to provide for a minimum of 33 acres for commercial land use. This acreage would allow for the provision of a variety of commercial land uses that would provide convenient shopping, services and employment opportunities for the residents within Stephenson Village and the outlying community. The 33 acres would accommodate a maximum of 250,000 square feet of commercial land use, which is reasonable for a community of this size. MINIMUM REQUIRED GROSS AREA OF COMMERCIAL INDUSTRIAL USES WITHIN PLANNED COMMUNITY GROSS AREA OF COMMERCIAL USES 3% GROSS AREA OF INDUSTRIAL USES 7% STEPHENSON VILLAGE WAIVER #3a SUPPORT GRAIPHIC Scale: NTS April 2003 THE LAND PLANNING is DESIGN GROUP, INC. PROPOSED GROSS AREA OF BUSINESS USES WITHIN PLANNED COMMUNITY' I GROSS AREA OF BUSINESS STEPH-ENSON VILLAGE WAIVER Ob SUPPORT GRAPHIC Seale: NTS April 1003 THE LAND PLANNING & DESIGN GROUP. INC. MODIFICATION #4 § 165-72F Recreational facilities Ordinance Requirement: A recreational unit is designed to meet the recreational needs of 30 dwelling units. The units may be broken into smaller units or added together to meet the needs of the planned community. Alternative Design Standard: A recreational unit is designed to meet the recreational needs of 30 dwelling units. The units may be broken into smaller units or added together to meet the needs of the planned community. The value of one recreational unit shall be equivalent to the value of one recreational tot lot unit described in § 165-64B(1) of the Zoning Ordinance. Justification for Modification: Stephenson Village will provide the equivalent of one recreational unit for every 30 dwelling units developed in the entire community. The recreational facilities will include two recreational centers, a competition swimming pool, a linear park trail and pedestrian trail systems. The Applicant should be given credit for the value of these planned recreational facilities based on a formula that is the value of one recreational tot lot x the number of required recreational units to serve the entire community. The planned recreational facilities for the overall community and for the active adult community provides for year-round recreational opportunities for the Stephenson Village community that traditional outdoor recreational units do not. Therefore, it is reasonable to utilize the recreational unit value formula to meet the recreational needs of this community. RECREATION VALUE EQUIVALANCY COMPARISON A single recreational unit is designed to meet the recreational needs of 30 dwelling units, which has a monetary value of approximately 17,000 dollars which may by adjusted to reflect the current value of a tot lot. The items listed below illustrate a methodology used to achieve the required overall recreational needs by assigning recreational units to the actual costs of the recreational facilities provided. The units may be broken into smaller units or added together to meet the needs of the total development. Following is a list of possible recreational facilities, which may be proposed at Stephenson Village and their associated monetary value. The actual cost of the items listed below may indeed differ f from these estimates at time of construction, but should compare similarly. 1 Tot Lot Unit Linear Park Trail (approx. 3,800 linear feet) Community Pool (6 lane 25 Meter Lap Pool) Clubhouse / Bath House Half -court Basketball Court Tennis Court (1 Court) STEPHENSON VILLAGE WAIVER #4 SUPPORT GRAPHIC Scale: NTS April 2003 THE LAND PLANNING & DESIGN GROUP, INC. = ± $ 17,000 (1 Rec. Unit) =± $ 42,000 (2.45 Rec. Units) = ± $ 266,300 (15.66 Rec. Units) = ± $ 375,000 (22.06 Rec. Units) = ± $ 19,500 (1.15 Rec. Units) =± $ 21,750 (1.28 Rec. Units) MODIFICATION #5 § 165-72I Road access § 165-29A(14) Motor vehicle access § 144-24C; C2(a); C2(b) Lot access Ordinance Requirement: The planned community development shall be provided with a complete system of public streets dedicated to the Virginia Department of Transportation. Alternative Design Standard: The planned community development shall be provided with a complete system of public streets dedicated to the Virginia Department of Transportation, excluding the street system serving the active adult community and/or private access drives serving no more than five single family dwelling units or ten single family dwelling units if the private access drive connects to two public streets. The minimum distance from a public street shall not apply in the active adult community provided that the lots are served by a road system that provides for multiple street intersections to enhance looping and provide for safe and efficient emergency access. The cross sectional base and pavement standard for private streets shall meet or exceed VDOT requirements, with the allowance of using a decorative cap on the private street to promote enhanced design. The cross sectional standard for private access drives serving limited single family dwellings shall include an 8" aggregate type 12 1 -B compacted base and a 2" SM -12.5A surface. Justification for Modification: The active adult community in Stephenson Village is planned to be a gated community. Market analysis of active adult communities has identified a gated community as being very desirable for residents due to security and safety concerns. Creating a gated community necessitates the planning of a complete system of private streets, which has also been determined to be very desirable for the residents of this type of community. The Applicant has met with the Office of the Fire Marshal to review private street design standards and private alley design standards for emergency access and has implemented those standards in the proffer statement. Furthermore, the Applicant has included a cross sectional base and pavement width standard that will meet or exceed VDOT standards. The alternative design standard also requires the design of the private street system to provide for multiple street intersections and looping to ensure that vehicular access is not limited and that good circulation patterns are provided. Therefore, it is reasonable to allow for a complete system of private streets within the active adult community that do not need to be a minimum distance from a public street as traffic circulation, appropriate construction standards and emergency service access have been considered. Instances will occur in the design of Stephenson Village where it is desirable to preserve stands of trees or other environmental features, maintain open views at the end of cul-de- sacs, and front houses towards main road systems. To accomplish these goals during design, it will be necessary to utilize private access drives to serve small numbers of single family dwellings. Current ordinance requirements do not provide for this design flexibility; therefore, residential lots are designed to maximize public street frontage due to construction costs and density yields. Stephenson Village will be planned to account for the measures described in this paragraph, which will be beneficial in achieving these design goals and will serve as a model for other developments to follow. The cross sectional base and surface standards are consistent with VDOT standards for a subdivision street serving 450 vehicle trips per day. rLl 13 Lr i c,- STY-Et;T ■v�� .. .l& 1'oTB+4TIAL T -.A✓E 4o' i falt£ss,/ ess E4seHE -r _ -- �f r • ' sip STEPHENSON VILLAGE WAIVER #Sa SUPPORT GRAPHIC Scale: April 2003 THE LAND PLANNING & DESIGN GROUP, INC. Tyrie -AL. SFD F!A% L.er 107 r'ISIT A rol LAM �>Li6F-AIT,Dt4 AC-TIVE Ai>dL-T Cor(rjdHITr rv-I vATE STr+ET SYsTE N VISTAPiLE FCZoil FlIdT A To P'oiHT 1�, A5 MCAS F -ED Alorlj -1114F STV-EET- c+HTtr-4At-jb f OLIALS 3300 FEET. STEPHENSON VILLAGE WAIVER #5b SUPPORT GRAPHIC Scale: April 2003 THE LAND PLANNING & DESIGN GROUP, INC. l "t'1 T it) r STEPHENSON VILLAGE WAIVER #5c SUPPORT GRAPHIC Scale April 2003 THE LAND PLANNING & DESIGN GROUP, INC. ST9-9.&T MODIFICATION #6 § 165-72M Phasing Ordinance Requirement: A schedule of phases shall be submitted with each proposed planned community. The schedule shall specify the year in which each phase will be completely developed. Alternative Design Standard: A detailed master development plan will be required to be approved by Frederick County for each development phase of Stephenson Village. If applicable, each development phase will be designed as a phase plan to ensure that a logical sequence of development occurs for the provision of roads, other infrastructure, and applicable open space and recreational facilities. It will be appropriate for multiple development phases to be under construction at any given time; however, development phases that are designed as a phase plan must be completed in sequence. Justification for Modification: Stephenson Village is planned to contain a mixture of housing types that will be developed by multiple builders. Some development phases within Stephenson Village will contain only one type of housing, while other development phases will contain multiple housing products. The market will dictate the type of housing and the rate at which housing is completed within Stephenson Village; therefore, it is impossible to provide a schedule that identifies the year when each phase will be complete. However, it is reasonable to require a phase plan for larger development phases within Stephenson Village to ensure that larger phases in the community are developed accordingly so that road systems and other improvements are provided in a timely fashion. Frederick County will require each development phase, large or small, to provide a surety guarantee for all improvements identified on the final development plans. Therefore, the County has the ability to ensure that all development phases that are permitted are developed accordingly. MODIFICATION #7 § 165-72G(1) Buffers and screening Ordinance Requirement: Buffers and screening shall be provided accordingly as specified in § 165-37 of this chapter. Road efficiency buffers shall be provided according to the requirements of that section. Alternative Design Standard: The distances required for the road efficiency buffer along the major collector road serving Stephenson Village may be reduced in accordance with the attached matrix, provided that the described screening and landscaping measures are met or exceeded throughout the community. Justification for Modification: The ordinance currently requires the first 40 feet of the road efficiency buffer to be inactive and contain an opaque element that is six feet in height with three trees per 10 linear feet. It may be appropriate to reduce the inactive distance for the road efficiency buffer to some degree, provided that enhanced screening measures are provided including higher opaque elements such as decorative walls or a combination earth berm and wall and a planting scheme that enhances the attractiveness of the major collector road corridor. Stephenson Village desires to have the flexibility to utilize a variety of road efficiency buffer standards including those currently provided by ordinance and those in accordance with the attached matrix. IArIPSc.ApE AFfA L.It,-RHATE ST9fZ-r F- A. I. V^F-IES Z5'111 . f, I 1-1 l -it .i 1 oTEtiT1AL 15' FLIFUG 11TILATY eAS-etluAT P11Ter-r1AL 15' FUEL 1z- UTILITY EA6 tjEt4'( xHOTF-: -rA L,-AP^P-. ACEA oftU Ar A rtttltritln fib 25' t1; LIIPf1i, PeovIM 10- PIAHT U01TS PEE loo ttriE-,v- FELT (Pt" Pt; -4j5 f LAH-r rt11TtrjAt_ 110 To EXcMp SO/ of rLA41 doti20 FLAi1T MATEWAL, FOE t.AtIVSGApE ACEA To ft VFTELUitrieD AT FINAL. DBV4(74. FV*vlM A SIX f6T rfididgri 44.9T sr-Feetd i1T1U2,1t{1, AtiY 4ar{6t4ATlor4 of gt„leV- A sdr-this HF-ub&, FEHcE, WA—, HvL1tgD or- pcm. T141S t%XHw-r Ls YLwIbw iv Q- ILLLISTRATtvE FL1 WoSES ari L'(. STEPHENSON VILLAGE "EXHIBIT W TYPICAL MAJOR COLLECTOR ROAD SECTION Scale: NTS March 2003 THE LAND PLANNING & DESIGN GROUP, INC. MODIFICATION #8 § 165-68 Rezoning procedure Ordinance Requirement: In order to have land rezoned to the R4 District, a master development pian, meeting all requirements of Article XVII of this chapter, shall be submitted with the rezoning application. Alternative Design Standard: The provision of a proffered Generalized Development Plan for. Stephenson Village to identify the concept of the overall acreage and its relationship to adjoining properties and adjoining roadways. The Generalized Development Plan for Stephenson Village will provide Land Bays to demonstrate the proposed general land use layout for the entire acreage. The Generalized Development Plan for Stephenson Village will also provide a matrix identifying the residential and non-residential land uses within each Land Bay, the projected acreage of each Land Bay and the percentage of housing unit types that are proposed to ensure that a mixture of housing types is provided. Justification for Modification: A residential planned community on 800+ acres of land cannot be completely master planned as a condition of rezoning approval. These communities are dynamic due to the market; therefore, the exact location of residential units, internal roads, neighborhood commercial, recreational amenities, open space and significant environmental features are difficult to identify at this stage in the process. The Applicant should be prepared to identify basic information pertaining to the overall development of the residential planned community to inform decision makers and interested citizens how the general land use patterns and major road systems will be developed should a rezoning be approved. The use of a Generalized Development Plan as a tool for this purpose is reasonable, as it contains illustrative and general development information that can assist in understanding the basic concepts of a residential planned community and guide the more formalized Master Development Plan process following rezoning approval. Therefore, it is requested that a Generalized Development Plan be permitted to function in the place of a detailed Master Development Plan during the rezoning process. R- 61 JES To,r RTE 838 3.5 +/- ACRES AREA NOT TO BE REZONED i/ i/ ��I 4ww,owlav GDP LEGEND oa_ MAJOR COLLECTOR ROAD INTER PARCEL CONNECTIONS NOTE: THIS GENERALIZED DEVELOPMENT PLAN IS CONCEPTUAL AND FOR ILLUSTRATIVE PURPOSES ONLY. THE FINAL. LOCATION OR ORIENTATION OF THE INDIVIDUAL LANDBAYS AND/OR THEIR ASSOCIATED COMPONENTS MAY BE SLIGHTLY ALTERED TO REFLECT MORE ACCURATE ENGINEERING. MAJOR/ COLLECTOR Ro �D r� COMMUNITY RECREATION CENTER SAMUEL BYERS /! ,,(li = �/ /'i /�/' / +%_ //. !• /- // LANDMARK # 34-1124 L� �( WETLANDS l INTERMEDIATE RAVINE CHANNEL '111 4 - OPEN OPEN SPACE I / , ® HIATT RUN 7717 1 �/ HIATT RUN CORRIDOR MAJOR COLLECTOR ROAD ACTIVE ADULT) RECREATION CENTER �U� Z/c* ISI III LINEAR PARK CEOs HIATT RUN O LAND BAY BREAKDOWN w ND BAY LAND USE ACREAGE % RANGE OF HOUSING UNIT TYPE MIN. MAX. 1 ELEM. SCHOOL 20 Ac. +/— NA NA 11 COMMUNITY PARK (6 baseball fields & 6 soccer fields) 24 Ac. +/— NA NA A �; 111 MIXED RESIDENTIAL: 5 07 / o CONVENIENCE COMMERCIAL/DAYCARE Ac.+/ NA NA SFD (Housing Unit Type 1,2,4,5 & RP District SFD) ® 30 64 TOWNHOUSE (Housing Unit Type 6 & RP District Townhouses) 10 30 MULTIFAMILY: (Condominiums, Elderly Housing, Housing Unit Type 3—Cottage House & RP District Duplex, Multiplex, Atrium & Garden Apartment) 7 35 IV ACTIVE ADULT: SFD (Housing Unit Type 1,2, & 5) Multifamily (Condominiums, Elderly Housing, Housing Unit Type 3—Cottage House) 126 Ac.+/— 19 I 53 V COMMERCIAL CENTER (Retail, Office & Public Service Satellite Facility) 26 Ac. +7-- NA NA SEE NOTES ADDRESSING ABOVE CHART IN PROFFER 3. USES, DENSITY & MIX OF HOUSING TYPES A. (2) (1.4) cm z 02 ac o Co W cv W C12 d' m 7 �� a p LILMLLNE 4)w m W� �mmcvrn O O h N W � � w U) 3 u o O oE O w w m w � w w w Of 7 U w U a w a U N z 3 DATE: MARCH 2003 SCALE: 1"=1000' DESIGNED BY:MDS/JNT JOB NO. 2760C SHEET - 1 OF 1 w E- F E z A �; M—I > o fa� � � y A ® V)� BOO W W W ow DATE: MARCH 2003 SCALE: 1"=1000' DESIGNED BY:MDS/JNT JOB NO. 2760C SHEET - 1 OF 1 MODIFICATION #9 § 165-133B Master development plan, contiguous land § 165-141A(8) Master development plan, contents § 165-141B(2);(4);(8) Master develop. plan, R4 contents Ordinance Requirement: The Master Development Plan shall include all contiguous land under single or common ownership in the R4 District. The Master Development Plan shall provide for a schedule of phases, with the appropriate location of phase boundaries and the order in which the phases are to be developed. The Master Development Plan shall provide for the acreage of common open space, each use, each housing type and streets for the total development; the number of dwelling units of each type in each phase for the total development, and the approximate boundaries and location of common open space of the total acreage of the site. Alternative Design Standard: The provision of a detailed Master Development Plan for Stephenson Village that is designed to reflect the acreage within the community that is planned for development by specific phase and provides an aggregate tabulation of all required development percentages to ensure that the requirements of the R4 District and the proffered Generalized Development Plan are met throughout the development of the Stephenson Village community. Justification for Modification: A residential planned community on 800+ acres of land cannot be completely master planned at the onset due to the complexities associated with planning and design of the community and the uncertainties of what land uses will ultimately be developed in later years of the community's development. Each developed phase of a residential planned community is a "building block process" that will have an impact on the type and rate of development in ensuing phases of the community. Stephenson Village will be planned, designed an engineered continuously over the life of its development; therefore, the ability to meet the design requirements for the "total development" as specified by County Code cannot be accomplished. A series of Master Development Plans will be prepared for Stephenson Village over the years that will provide aggregates to account for the community's growth and to ensure that all totals are either met or not exceeded. All required information, reviews and processes will be achieved for each Master Development Plan submitted for Stephenson Village; however, information for the total community will not be available until the project is much further along. The proffered Generalized Development Plan will serve as a guide to ensure consistency in the land planning process, as well as that the desired housing unit mixes and percentages are achieved for this community. IMPACT ANALYSIS STATEMENT STEPHENSON VILLAGE RESIDENTIAL PLANNED COMMUNITY Stonewall Magisterial District Frederick County, Virginia Tax Map # 44-((A))-31 (Portion), 44 -((A)) -31A, 44-((A))-292 & 44-((A))-293 821.7 t Acres January 8, 2003 Revised March 7, 2003 Current Owners: Stephenson Associates L.C. Contact Person: Evan A. Wyatt, AICP Greenway Engineering 151 Windy Hill Lane Winchester, VA 22602 540-662-4185 File #2760C EAW Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning STEPHENSON VILLAGE RESIDENTIAL PLANNED COMMUNITY INTRODUCTION This report has been prepared for the purpose of assessing the impact on Frederick County by the proffered rezoning of an 821.7± -acre parcel owned by Stephenson Associates L.C., sometimes referred to as the Applicant. The proffered rezoning includes all of tax parcels 44 -A -31A, 44-A- 292, and 44-A-293, and the portion of tax parcel 44-A-31 that is located outside of the Stephenson's Depot Core Area Boundary identified by the September 1992 National Park Service Study of Civil War Sites In The Shenandoah Valley of Virginia. The subject properties are located east of Milburn Road (Route 662), south of Old Charles Town Road (Route 761), and southwest of Jordan Springs Road (Route 664), approximately 2000' east of Martinsburg Pike (U.S. Route 11 North). The entire acreage within the subject site is zoned RA, Rural Areas District. Stephenson Associates L.C. proposes to rezone the 821.7± acres to R4, Residential Planned Community District in order to create the first residential planned community in Frederick County. The Stephenson Village development will provide positive impacts to surrounding neighborhoods including local shopping, ball fields and school, sewer and water infrastructure, affordable housing for the elderly, as well as positive revenue generation to the County. The first residential planned community in the County, Stephenson Village will serve as a model for future development. The proposed residential planned community zoning boundary is shown on a Zoning Boundary Plat prepared by Mark D. Smith, P.E., L.S., dated March 2003 and is attached as Exhibit A. The 821.7± acres proposed for rezoning is further described on a Composite Plat of the land of Stephenson Associates, L.C. prepared by Mark D. Smith, P.E., L.S., dated March 7, 2003. This Composite Plat has been submitted to the Department of Planning and Development as a component of the rezoning application. COMPREHENSIVE PLAN The parcels that will comprise the proposed residential planned community are a component of the Frederick County Comprehensive Policy Plan's Northeast Land Use Plan. This plan identifies the general area associated with this acreage as future industrial use and includes the entire acreage within the Sewer and Water Service Area (SWSA). Crider & Shockey Inc., of West Virginia, a predecessor in title, submitted a rezoning request for 404 acres of Ml, Light Industrial District that was denied by the Board of Supervisors in 2001. The approval of the Stephenson Village Residential Planned Community will necessitate the extension of the Urban Development Area (UDA) to follow the current SWSA boundary associated with this acreage. Currently, the UDA boundary is located just to the west of the subject site at the intersection of McCann's Road (Route 838) and the CSX Railroad. The proposed proffered rezoning requests the extension of the UDA boundary to follow the SWSA boundary associated with this acreage. The proposed extension of the UDA boundary is shown on a map entitled Residential Planned Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning Community and Urban Development Area & Sewer and Water Service Area Extension Plan dated March 2003 and is attached as Exhibit B. SITE SUITABILITY Access The subject property is strategically located 2000' east of Martinsburg Pike (U.S. Route 11 North) and south of Old Charles Town Road (Route 761). The primary access to the residential planned community is proposed on Old Charles Town Road, continuing through a new major collector road that will intersect with Martinsburg Pike at a signalized cross intersection with the Rutherford's Farm Industrial Park. The primary access for Stephenson Village implements the Northeast Land Use Plan proposed collector road plan within this area of the study. Stephenson Associates L.C. has executed an agreement with McCann and Omps that will allow for the development of the new major collector road through all properties to Martinsburg Pike. The Stephenson Village residential planned community will also allow for access on Old Charles Town Road to serve a 550 -student elementary school and to serve a public park site that will contain soccer fields and baseball/softball fields. Access to all land uses within Stephenson Village will be accomplished through a system of internal streets, bicycle paths and pedestrian walkways and trail systems. Flnnd Plninc The subject site is located on FEMA NFIP map # 510063-0110-B. The majority of the site is located within a "ZONE C" area that is outside of the flood plain limits with the exception of the Hiatt Run stream valley that is located in the central portion of the subject site. Hiatt Run is identified as a perennial stream, which is in a 100 -year flood plain and classified as a "Zone A". The proffered rezoning proposes to establish riparian buffers to protect this resource and also proposes to protect the integrity of the stream valley through the development of a forest management plan on the south side of Hiatt Run and through a stream bank enhancement plan that will utilize existing vegetation and new plantings to stabilize the stream bed on the north side of Hiatt Run. WPtlnrick The National Wetlands -Inventory Map identifies wetlands on the subject site within six ponding areas that have an approximate surface area of four acres. These wetland areas are located within the central portion of the subject site and drain through pronounced ravines and drainage ways that feed Hiatt Run. The wetland areas will be utilized in the overall storm water management plan for Stephenson Village that will incorporate retention ponds, detention ponds and bioretention facilities. Any disturbance of the identified wetland areas will be in conformance with all Corps of Engineers permitting procedures. Greenway Engineering Mature Woodlands January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning The subject site contains areas of mature woodlands that are located primarily in the central and southern portions of the subject site with additional scattered areas in the far eastern portion of the subject site. An open space corridor associated with the Hiatt Run stream valley is proposed, which will preserve portions of the mature woodland area. The developed portions of Stephenson Village will preserve woodland areas to the extent possible through the development of boulevard road systems with landscaped medians and open space pockets. A forest management plan is proffered to preserve woodlands along the Hiatt Run stream valley that will protect the integrity of this environmental feature. All disturbances of woodlands will comply with the requirements of the Frederick County Zoning Ordinance. Soil Types Information for soil types on this site has been obtained from the Soil Survey of Frederick County by the USDA Soil Conservation Service. The subject site is located on map sheet nos. 24, 25, 30 and 31 and contains six different soil types: Berks-Channery Loams 2-7% slopes Blairton Silt Loams 2-7% slopes and 7-15% slopes Carbo Oaklet Silt Loams and Rock Outcrop 2-15% Chilhowie Silty Clay Loams 7-15% slopes Clearbrook Channery Silt Loams 2-7% slopes and 7-15% slopes Weikert-Berks Channery Silt Loams 7-15% slopes, 15-25% slopes and 25-65% slopes Please refer to attached Soils Map prepared by, Greenway Engineering, dated March 2003, attached as Exhibit C. Prime Agricultural Soils The Blairton Silt Loams 2-7% is the only soil type on the subject site that is identified as prime agricultural soils. The majority of the Blairton Silt Loams exist on the portion of parcel 44-A-31 that is not proposed to be rezoned. All of the aforementioned soils do not support crops without heavy fertilization, liming, and soil management. They do support pasture for livestock and hay cultivation if there is adequate rainfall. Weikert-Berks loam soils are listed as moderately to poorly suited for pasture and hay cultivation. Steep Slopes - 25% and Greater Steep slopes as defined exist within the central and eastern portion of the subject site. These steep slope areas are generally located within the pronounced ravines and drainage ways associated with Hiatt Run, as well as the Hiatt Run stream valley. The majority of the defined steep slope areas will remain undisturbed through the establishment of riparian buffers, with disturbance generally limited to road crossings, storm water management facilities and 3 Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning pedestrian trail. systems. All disturbances of steep slope areas will comply with the requirements of the Frederick County Zoning Ordinance. Construction Concerns Shrink swell characteristics of the predominant soils are listed as low and therefore, will not be a major construction consideration. Depth to shale bedrock will typically average 30" in thickness on most of the site. SURROUNDING PROPERTIES The properties surrounding Stephenson Village include residential land uses on small lots along Old Charles Town Road (Route 761) and Jordan Springs Road (Route 664) and residential land uses on large lots along the southern and eastern boundaries of the subject site. Additional land uses surrounding Stephenson Village include agricultural land use to the south and west, as well as unimproved land. Several residential land uses on large lots and the Stephenson Rural Community Center exist within the proximity of Stephenson Village. The surrounding properties will benefit from the public uses and services, certain recreational amenities, public utilities and commercial development that will be made available to the outlying community by the development of Stephenson Village residential planned community project. TRAFFIC IMPACT The impact of the proposed rezoning of the 821.7± acres from RA, Rural Areas District to R4, Residential Planned Community District, on transportation is based on the proffered land use of 2,800 residential dwelling units, 190,000 sq. ft. of retail use, 60,000 sq. ft. of office use and a 550 student elementary school. The Stephenson Village development will provide for the construction of a major collector road system to implement the recommendations of the Comprehensive Policy Plan and will provide additional offsite improvements and monetary contributions to mitigate impacts to the regional transportation system. To determine the impacts associated with the proffered land use rezoning, the Applicant has prepared a detailed traffic impact analysis (TIA) for Stephenson Village. This TIA, prepared by John Callow, Vice President of Patton Harris Rust & Associates, considers impacts to Old Charles Town Road (Route 761), Martinsburg Pike (U.S. Route 11 North) and Interstate 81 Exit 317. The TIA provides for existing lane geometry and levels of service for the aforementioned road systems during AM and PM peak hours and provides for build -out lane geometry and levels of service during AM and PM peak hours as a three phase analysis for resulting years 2006, 2008 and 2015. The TIA phase periods accelerate the expected development schedule of Stephenson Village to identify the anticipated transportation improvements, and accelerate these improvements to prevent degradations to the transportation system. The background data for the TIA assumes a 5% annual traffic increase rate for the surrounding road systems through 2010, a 3% annual traffic increase rate between 2010 and 2015 and the development of 1,400,000 sq. ft. 4 Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning within the Rutherford's Farm Industrial Park. The background data provides for the traffic that is not generated by Stephenson Village. The TIA provides for land use traffic generation from the various residential land uses, retail and office square footage and elementary school that will be developed in Stephenson Village. These generation rates have been taken from the Institute of Traffic Engineers (ITE) Manual, 6th Edition utilizing the appropriate codes for each land use. The results of the TIA account for a total of 25,178 new average daily trips (ADT) in 2015 for the build out of Stephenson Village. The phased period for year 2006 accounts for 10,570 new ADT and the phased period for year 2008 accounts for 17,699 ADT. The results of the TIA suggest incremental improvements are necessary to ensure that the transportation system functions at an acceptable level of service. The Applicant will provide various measures to improve the transportation system including traffic signalization, turn lanes, road widening, bicycle paths and sidewalks. These improvements will occur as the Stephenson Village project develops based on the needs identified by the actual traffic counts and will be planned, designed and constructed when 80% of the actual traffic counts are realized to anticipate and mitigate the traffic impacts from the development program. The Applicant has proffered to utilize traffic counters at each end of the major collector road entering Stephenson Village to provide real time vehicle trip information associated with the development. This proffer is a proactive approach to determine actual traffic impacts associated with this development and provides a mechanism to provide for anticipated improvements to the transportation system. This proactive approach will ensure that the planning, design and implementation of all necessary transportation improvements begins when 80% of the actual traffic count volume is realized for the thresholds identified in the detailed traffic impact analysis (TIA). Completion of each proffered transportation improvement will occur within 18 months of the 80% actual traffic count volume to maintain an acceptable level of service for the road systems serving this development. Please refer to the attached Phased Traffic Impact Analysis of Stephenson Village prepared by Patton Harris Rust & Associates, p.c. and dated February 7, 2003. SEWAGE CONVEYANCE AND TREATMENT AND WATER SUPPLY The impact of the proposed rezoning of the 821.7± acres from RA, Rural Areas District to R4, Residential Planned Community District, on sewage conveyance and water supply is based on the proffered land use of 2,800 residential dwelling units, 250,000 sq. ft. of retail and office use, and an elementary school. The Frederick County Sanitation Authority (FCSA) and Frederick Winchester Service Authority (FWSA) design figures estimate 225 GPD per residential unit for a mixed residential community, while design figures show an estimated 200 GPD, for both the sewer and water systems, per 1,000 square feet of ultimate commercial floor space (These numbers are in reference to the Land Development Handbook, Dewberry & Davis, 1996, page 461). The figures below represent the impact that Stephenson Village would have to the sewage conveyance system and water supply system at full build -out: 5 Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning Q = 225* GPD per dwelling unit Q = 225 GPD x 2,800 dwelling units Q = 630,000 GPD Q = 200* GPD per 1,000 sq. ft. commercial floor area Q = 200 GPD x 250 (1000) commercial floor area Q = 50,000 GPD Q = 9,000 GPD for public elementary school TOTAL Q = 689,000 GPD total for Stephenson Village * The GPD projections for mixed residential and commercial land uses exceed the average GPD experienced by the Frederick -Winchester Service Authority and the Frederick County Sanitation Authority. The Board of Supervisors approved the Frederick County Sanitation Authority Route 11 North Sewer and Water Service Area Plan in 2002. This plan identifies the water and sewer infrastructure necessary to serve the land areas identified within the Northeast Land Use Plan that fall within the Sewer and Water Service Area (SWSA), as well as the Stephenson and Brucetown Rural Community Centers. The first phase of this plan has been bid and will be complete before the end of 2003. This plan calls for the development of a 20 -inch water line to supplement the existing 10 -inch water line along Martinsburg Pike that is receiving water from the Northern Water Treatment Plant and for the development of an 8 -inch sewer force main that will connect to the Redbud Run Pump Station near the CSX Railroad. The Northern Water Treatment Plant is currently providing 1.5 MGD of water from the Global Chemstone Quarry, which is more than twice the amount of water needed to serve Stephenson Village at build out. The 8 -inch sewer force main is accessible to the subject site through easement agreements that exist between Stephenson Associates L.C. and McCann. The development of Stephenson Village will supplement flow to the 8 -inch sewer force main, thus improving its function as very few users exist in the area to be served by the first phase of this sewer infrastructure project. The Applicant has advised the Frederick County Sanitation Authority (FCSA) and the Frederick Winchester Service Authority (FWSA) that Stephenson Village will direct flows to the Redbud Run Station initially and the Applicant is amenable to working with both groups to redirect flows in the future should a -new route be planned. The development of Stephenson Village will provide for the development of the Lower Hiatt Run Pump Station by the Applicant that is identified in the plan. The Applicant has proffered to construct this regional pump station and dedicate the land for this facility to the FCSA, as well as construct all water and sewer lines throughout Stephenson Village and bring this infrastructure to the property lines for the public uses. 6 Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning DRAiNAGF. Currently, storm water runoff from the 821.7± acre site drains into pronounced ravines, fingers, natural streams, and drainage ditches. These conveyances flow primarily into Hiatt Run, which flows east and off the site to the Opequon Creek. The extreme southeastern portion of the subject site drains to Lick Run, which then converges with Hiatt Run near the Jordan Springs Hotel. Stephenson Village will be designed to utilize a variety of storm water management techniques including retention facilities, detention facilities, and bioretention facilities. Best management practices will be implemented in the Stephenson Village commercial center and in other areas that provide large parking areas to promote storm water quality measures. The Applicant has solicited technical assistance from several environmental groups to determine appropriate storm water management techniques and appropriate low impact development techniques. These environmental groups include the Potomac Conservancy, the Center for Watershed Protection, the Department of Conservation and Recreation Water Quality Division, the Potomac Watershed Partnership and the Department of Forestry. Soil conditions on the subject site are poorly drained; therefore, techniques will be implemented to slow storm water runoff including the development of street systems that utilize open ditch sections, flooding of small pockets of designated open space areas, bioretention filter design with under drains to promote infiltration, and the use of retention ponds throughout the development. The design of detention areas does not mandate the removal of existing forest cover and vegetative areas. These techniques will promote appropriate water quality and water quantity measures and will serve as a model for urban projects in the community. The Applicant will work with the aforementioned environmental groups and the Frederick County Public Works Department to ensure that drainage impacts are mitigated as the Stephenson Village project develops. SOLID WASTE DISPOSAL The impact on solid waste disposal facilities can be projected from an average annual per household consumption of landfill volume figure of 5.4 cubic yards and an average annual business consumption of landfill volume figure of 5.4 cubic yards per 1,000 sq. ft. of commercial floor area. (This number can be found in the Civil Engineering Reference Manual, 4"' edition). The following figures show the increase in average annual volume based on the proffered residential unit density of 2,800 dwellings and 250,000 sq. ft. of commercial and office development: AV = 5.4 Cu. Yd. per dwelling AV = 5.4 Cu. Yd. x 2,800 dwellings AV = 15,120 Cu. Yd. AV = 5.4 Cu. Yd. per 1,000 sq. ft. 7 Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning AV = 5.4 Cu. Yd. x 250 (1,000 sq. ft.) AV =1,350 Cu. Yd. TOTAL AV = 16,470 Cu. Yd. at build out PERCENTAGE OF 2002 ANNUAL DISPOSAL VOLUME AT BUILD OUT = 5.9% Stephenson Village will be developed within the parameters of a proffered phase plan; therefore, the comparison of projected solid waste disposal at build out to the 2002 annual disposal volume of 275,000 cubic yards for the Municipal Solid Waste area of the Regional Landfill is greater than it would be in ensuing years due to overall annual volume increase. The following provides for an average annual disposal volume based on a projected 15 -year build out phase plan: TOTAL AV = 16,470 Cu. Yd. at build out AV = 1,098 Cu. Yd. annually over a 15 year period 1,098 Cu. Yd./275,000 Cu. Yd. = 0.39% PROJECTED AVERAGE ANNUAL DISPOSAL VOLUME The Municipal Solid Waste area of the Regional Landfill has a current capacity of 7,800,000 cubic yards (7.8 Million Cu. Yd.) that will serve the projected growth of the community through the year 2034. The Frederick County Public Works Department has been working through the Department of Environmental Quality (DEQ) permitting process to expand the vertical air space of the landfill to increase the capacity to 13,100,000 cubic yards (13.1 Million Cu. Yd.), which expands the life of the Regional Landfill through the year 2048. It is anticipated that the DEQ permit for the Regional Landfill will be issued in April 2003. It should be noted that the Construction Demolition Debris area of the Regional Landfill has capacity through the year 2050 based on construction growth projections developed by the Department of Public Works. The Stephenson Village residential planned community will provide curbside trash collection for all residential and commercial land uses. This service will be provided to mitigate impacts to the citizen convenience center located at the Clearbrook Park and will generate revenues to Frederick County through tipping fees at the regional landfill that will offset solid waste impacts associated with this project. The covenants guiding the Stephenson Village Homeowners Association will provide for curbside trash collection as a line item for the annual dues assessment for each residential unit. The language within the covenants will also provide for Stephenson Village Homeowners Association funded County collection service should the Board of Supervisors expand the Urban Service Area. HISTORIC SITES AND STRUCTURES The 1992 National Park Service Study of Civil War Sites in the Shenandoah Valley of Virginia identifies a core battlefield area of Stephenson's Depot, of which a portion is located on parcel Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning 44-A-31. The Applicant has not requested a rezoning of this portion of parcel 44-A-31, which accounts for approximately 68.5 acres of land. The Frederick County Rural Landmarks Survey identifies the Samuel Byers House (#34-1124) as a potentially significant property due to architectural style. This structure is located in the central portion of the property and will be preserved and used as deemed appropriate by the Applicant. Additionally, in the event that any onsite cemeteries are found, the Applicant will preserve those areas in accordance with all applicable state regulations. Offsite areas of potential significance include the Helm McCann property (#34-703) and the Milburn Chapel and Cemetery (434-950) located to the west of the project site and the Jordan Springs Hotel (#34-110) located to the southeast of the project site. The viewshed associated with these historic features will not be impacted by the development of Stephenson Village. Furthermore, the 1995 Frederick County Winchester Battlefield Network Plan identifies Milburn Road (Route 662) as a significant historic corridor that provides a linkage between areas associated with the Second and Third Winchester Battlefields. The Applicant has met with the property owners of the McCann and Jordan Springs parcels who have approved of these measures and the Stephenson Village rezoning. The Stephenson Village development will be designed to complement historic elements as themes for the project. Monumental entrances may include fence styles and stacked stonewalls that were from the Civil war era. The Northeast Land Use Plan calls for the development of a new major collector road that will serve as the primary road system for Stephenson Village. This major collector road intersects Old Charles Town Road (Route 761) and moves through the core battlefield area into the project site, crossing Hiatt Run and then proceeding west across Milburn Road to Martinsburg Pike (U.S. Route 11 North). The Applicant is responsible for implementing this road system and will develop this infrastructure improvement in accordance with the Comprehensive Policy Plan. The major collector road crossing of Milburn Road will be the only crossing or intersection associated with the Stephenson Village project. COMMUNITY FACILITIES The design for Stephenson Village provides 20± acres of land for a public elementary school and 24± acres of land for a public park to ensure that appropriate public services are available in this geographic area of the community. The location of the public school site and the public park site provides for access on Old Charles Town Road (Route 761) to serve the outlying community and will have internal access to serve the residents of Stephenson Village. In addition to the proffered land for public services, the Applicant is committed to further offset additional impacts through monetary contributions. The Frederick County Capital Facilities Fiscal Impact Model identifies impacts to fire and rescue, public schools, parks and recreation, public library and county administration building. The Applicant will provide for monetary contributions that are consistent with, or exceed the results of the Fiscal Impact Model for residential land uses. The Applicant's proffer statement provides for this monetary contribution, which address all identified county services. It should be noted that the monetary contribution 9 Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning for the residential units within the active adult community and the affordable housing for the elderly has been reduced accordingly based on no impacts to public schools; however, a 50% premium has been provided to Fire and Rescue for each active adult unit and a 100% premium has been provided to Fire and Rescue for each affordable housing for the elderly unit. Additionally, the Applicant has proffered a 100% premium for Frederick County Public Schools for each student that exceeds the annual 60 -student cap generation from this community, a $200,000.00 monetary contribution to Clear Brook Volunteer Fire and Rescue, Inc., and a $75,000.00 monetary contribution to Frederick County for Heritage Tourism. OTHER IMPACTS The firm of Robert Charles Lesser & Co., LLC has been retained by the Applicant to prepare an economic analysis for the Stephenson Village project to determine the economic impact to Frederick County. Furthermore, the Applicant has agreed to pay all costs associated with an independent review of this analysis that is being conducted by two qualified firms selected by Frederick County. The results of this economic analysis demonstrate a positive fiscal impact to Frederick County even before considering the monetary and land contribution proffers in this rezoning application; therefore, the Stephenson Village project will more than pay its own way and will be a net positive revenue generator for the County. The program that has been developed for the Stephenson Village residential planned community will adequately mitigate all impacts to the County and will also provide the following benefits to the local community: • Mix of housing type reduces impact to schools and provides affordable housing for the elderly • Water and sewer infrastructure will be developed by the Applicant which will be made available to the area • Self-sufficient development so impacts to community are not increased • Comprehensive in-depth proffers to protect the community, as well as the County • Control of suburban sprawl • Creating an opportunity for better appreciation for local historic resources • Community shopping • Community employment opportunity during and after development • Ball fields and school within walking distance of neighborhoods IN Greenway Engineering January 8, 2003 Stephenson Village Residential Revised March 7, 2003 Planned Community Rezoning • Public trail systems • Preserve open space and create open space corridor along Hiatt Run i Increase in local land values • Positive water quality impacts to Hiatt Run • Internal traffic capture and walkable community to minimize impacts to the transportation system Stephenson Village will be the first residential planned community built in Frederick County. It will tie the neighborhoods of Stephenson together and serve as a vital center, as well as bringing positive solutions to many of the concerns facing the County at this time. Stephenson Associates L.C. is committed to making this community a success and a model for development in the region. .. ....... --- ------ --- - ------ ;If lh RTE. 701 .......... . .............. fj .. ....... ... .......... ... . ................... ........ ................ ......... f.................... %m -A-REA:-'NO-T:-T, AREA NOT To BE REZONED 3-51 ACRES TM: 44 -((A)) -31A fi . . .. ...... . u e. .... . . .. . . ... . . . . f � TM; 44-((A))-31 RLJ17 // f� J 1' Z, 0% TM: 44-((A))-292 AREA TO BE REZONED R4 DISTRICT 821.1i ACRES TM: 44-((A))-293 w MARK D. SMITH No.022837 L (9 Z Z 0 N W LL W 0 J_ Z c0 o Z W x a. W 1�- co DATE: MARCH 2003 SCALE: 1" = 1000' DESIGNED BY: MDS JOB NO. 2760C SHEET 1 OF 1 --- ------ --- - ------ ;If AREA NOT To BE REZONED 3-51 ACRES TM: 44 -((A)) -31A fi . . .. ...... . u e. .... . . .. . . ... . . . . f � TM; 44-((A))-31 RLJ17 // f� J 1' Z, 0% TM: 44-((A))-292 AREA TO BE REZONED R4 DISTRICT 821.1i ACRES TM: 44-((A))-293 w MARK D. SMITH No.022837 L (9 Z Z 0 N W LL W 0 J_ Z c0 o Z W x a. W 1�- co DATE: MARCH 2003 SCALE: 1" = 1000' DESIGNED BY: MDS JOB NO. 2760C SHEET 1 OF 1 EXISTING & PROPOSED DEVELOPMENT BOUNDARIES ■ ■ ■ URBAN DEVEIAPMKNT AREA (UDA) SEWER/WATER SERVICE AREA (SRSA) ._ UDA & SMSA EXTENSION AREA NOT TO BE REZONED MARK Q. SMITH No.022837 EXISTING ZONING DISTRICTS RA RURAL AREAS DISTRICT I IB2 i BUSINESS GENERAL DISTRICT RP RESIDENTIAL PERFORMANCE DISTRICT i B3 INDUSTRIAL TRANSITION DISTRICT --- R4 RESIDENTIAL. PLANNED COIDEUNITY � �� C �:'.' Mi LIGHT INDUSTRIAL DISTRICT _ R5 RESIDENTIAL RECREATIONAL COMMUNITY M2 INDUSTRIAL GENERAL DISTRICT 11H3 MOBILE HOME COMMUNITY DISTRICT _ EM EXTRACTIVE MANUFACTURING DIS ® BI NEIGHBORHOOD BUSINESS DISTRICT HE HIGHER EDUCATION DISTRICT EXISTING & PROPOSED DEVELOPMENT BOUNDARIES ■ ■ ■ URBAN DEVEIAPMKNT AREA (UDA) SEWER/WATER SERVICE AREA (SRSA) ._ UDA & SMSA EXTENSION AREA NOT TO BE REZONED MARK Q. SMITH No.022837 I DATE: MARCH 2003 1 SCALE: .1"=1500' DESIGNED BY:EAW/JNT JOB NO. 2780 SHEET i OF 1 W W U � W z� E- F. Z z 0 w 004 � W Qw a I a ca z��Wo �U w W z w v zw a Qwul a o W f� w Q z I DATE: MARCH 2003 1 SCALE: .1"=1500' DESIGNED BY:EAW/JNT JOB NO. 2780 SHEET i OF 1 ............... ................ ............... ................ ................. ... _ ................... .. ................. ... ... ..... . ``•� .e:ii ':.�::; :iii• �iiii .ii �� ; %;:...;.\ \l\ \ , _ �., ..........r . ............ r1Q Tim ..ii . B \ r � r B ................................ . .................................... ............... . ........ . . A i Ell I SOILS LEGEND 1 B - Berks Channery 2-7°% 3B - Blairton 2-7% 3C - Blairton 7-15% n 6C - Carbo Oaklet (rocky) 2-15% 7C - Carbo Oaklet (outcrop) 2-15% 8C - Chilhowie 2-7% 98 - Clearbrook Channery 2-7°% - 9C - Clearbrook Channery 7-15% 41 C - Weikert Berks 7-15% 0 41 D - Weikert Berks 15-25% 41 E - Weikert Berks 25-65% Source: Soil Survey of Frederick County, VA N W E S 500 0 500 1000 Feet SOILS MAP IMPACT ANALYSIS Greenway Engineering March 2003 A Phased Traffic Impact Analysis of Stephenson Village Located in: Frederick County, Virginia Prepared for: Stephenson Associates, L.C. Box 2530 Winchester, Virginia 22604 prepared by Patton Harris Rust & Associates, pc Engineers. surveyors. Planners. Landscape Architects. Pk-R+A 208 Church Street, SE Leesburg, Virginia 20175 T 703.777.3616 F 703.777.3725 February 7, 2003 OVERVIEW Report Summary This study considers the traffic impacts associated with the build -out of the proposed Stephenson Village development, to be located southeast of the Route 11 & Old Charles Town Road intersection, in Frederick County, Virginia. The proposed project is to include 2,793 residential units, a 550 student elementary school, 60,000 square feet of office, and 190,000 square feet of retail. For the purposes of this analysis, full build -out is to occur over three (3) transportation phases by the year 2015. Methodology The traffic impacts accompanying the Stephenson Village development were obtained through a sequence of activities as the narratives that follow document: • Assessment of background traffic including other planned projects in the area of impact, • Calculation of trip generation for the proposed Stephenson Village development, • Distribution and assignment of the Stephenson Village development -generated trips onto the completed roadway network, • Analysis of capacity and level of service with the newest version of the highway capacity software, HCS -2000, for existing and future conditions. EXISTING CONDITIONS Patton Harris Rust & Associates, pc (PHR+A) conducted manual traffic counts at the following intersections: 1) Route 11 & SB I-81 on-ramp/off-ramp; 2) Route 11 & NB I-81 off -ramp; 3) Route 11 & NB I-81 on-ramp/Redbud Road; and 4) Route 11 & Old Charles Town Road. Figure 1 shows the existing ADT (Average Daily Traffic) and AM/PM peak hour traffic volumes at key locations within the study area. Figure 2 shows the respective existing lane geometry and AM/PM peak hour levels of service. All traffic count data and HCS -.2000 level of service worksheets are included in the Appendix section of this report. A Phased Traffic Impact Analysis of Stephenson Village PH_�� February 7, 2003 Page I No Scale / ti ti rs��Z�" �50A9� JlL Figure 1 PH R+A I ISO ,�ti5aal 0.51 ` lA6Al�l�9 66 / Existing Traffic Volumes AM Peak Hour (PM Peak Hour) A Phased Traffic Impact Analysis of Stephenson Village February 7, 2003 Page 2 ti ti ��~ L2jC4j x`69(1 p1 old 2) C�ar1eS -.Road °th `•. ob erf°rds�,. l'►." SITE lb- ry ISO ,�ti5aal 0.51 ` lA6Al�l�9 66 / Existing Traffic Volumes AM Peak Hour (PM Peak Hour) A Phased Traffic Impact Analysis of Stephenson Village February 7, 2003 Page 2 No Scale 1 i j� Unsignalized Intersection r: Figure 2 Signalized Intersection LOS = C(C) f CQ IC, x J Unsignalized Rural Two -Lane Intersection Roadway LOS = C(C) Z _ $(C)- / ' "k'n Road ► J � Ful � etf •� � ords�� SITE • V fi� •''•`•� ?4 �cb. i 0000� �A t Unsignalized I�d Intersection � J AM Peak Hour (PM Peak Hour) --Denotes Free -Flow Movement K Denotes Critical Unsignalized Movement Existing Lane Geometry and Level of Service /� A Phased Traffic Impact Analysis of Stephenson Village PH _�{ -F / \ February 7, 2003 `l 1 Page 3 PHASE 1 (2006 The purpose of this Phase 1 scenario is to maximize the Stephenson Village development while assuming the following roadway conditions: 1) All traffic will enter and exit the property via a single unsignalized site - driveway located to the south of Old Charles Town Road. 2) The intersection of Route 11 & Old Charles Town Road is to be signalized. 3) The intersections of Route 11 with I-81 will include signalization and geometric improvements. 2006 BACKGROUND CONDITIONS The existing traffic volumes were increased using an historic growth rate of 5% per year (compounded annually). Additionally, PHR+A estimated trip generation for the Year 2006 Rutherford's Farm Industrial Park (350,000 square feet) based upon information provided in the report titled: A Traffic Impact Analysis of Rutherford's Farm Industrial Park, dated October 26, 2001. The trips were then assigned throughout the study area based upon methodology included in the aforementioned report. Figure 3 shows the 2006 background ADT and AM/PM peak hour traffic volumes at key locations within the study area. Figure 4 shows the respective 2006 background lane geometry and AM/PM peak hour levels of service. All HCS -2000 level of service worksheets and 2006 Rutherford's Farm Industrial Park trip generation are included in the Appendix section of this report. TRIP GENERATION The number of trips produced by and attracted to this site were established using the 6th Edition of ITE's Trip Generation Report. Table 1 shows the trip generation results for the proposed Phase 1 Stephenson Village development. Internal and pass -by trip reductions were not assumed during this Phase 1 condition. A Phased Traffic Impact Analysis of Stephenson Village R -A PHFebruary 7, 2003 Page 4 No Scale 11 h q �26(S7 char 4(12 4) Ai �1A�'13 11les T °wn Road "1 6th �11h� �iertOf fhb i oiio Z� "b O,�`ewa�� d' l9ALl�a w o O o v - (61 SITE �- (22j��� fir► �� d � `< � � •�� Cba y♦ o. d�A O P7 11 01 1 �15�13 �o�A���lti3l r ` X05 0001, O��d� 11 �l� Z laps O 661 AA1139A ��r ✓ 11615`L'llL� A Z . I 66 PY TR+/ \ AM Peak Hour (PM Peak Hour) Figure 3 2006 Background Traffic Volumes -PH R+A a..t� iiuYa��.-�iiai.yJ1J VI JLCIJIICllSI)rl VI11agC HFebruary 7, 2003 Page 5 No Scale 11 Signalized Intersection Ra e Signalized Roadwayral CLOS = C(C) LOS = C(C) Intersection C(C) LOS = C C (��Gi O Id Charles 11 To Road f r Signalized Intersection o LOS =13 IGIC �x ✓ dsD�i` p eway SITE;�;� O J� GLGIGL0 a ✓ 'f'a� r Signalized n , ° Intersection s Tj J Los = c(c> ,-NC 0�� o a 661 Signalized Intersection 661 LOS = C(C) AM Peak Hour (PM Peak Hour) (7---,Denotes Free-Flow Movement PY TR+/ /� \ " Denotes Critical Unsignalized Movement Figure 4 2006 Background Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PH R+A February 7, 2003 Page 6 Table 1 Phase 1 Stephenson Village Trip Generation Summary Code Land Use Amount AM In Peak Out our Total PM In Peakour Out Total ADT Te—rcentage of Total 210 Single -Family Detached 429 units 77 232 310 255 144 399 4,290 220 Apartment 240 units 20 103 123 100 49 149 1,573 230 Townhouse/Condo 390 units 26 125 150 127 62 189 3,393 251 Elderly Housing - Detach 266 units 29 51 80 78 44 123 1,064 253 Elderly Housing - Attach 72 units 3 2 5 4 3 7 251 Total Trips 155 513 667 564 302 866 10,570 100% Total Internal 0 0 0 0 0 0 0 0% Total Pass -by 0 0 0 0 0 0 0 0% Total "New Trips" 155 513 667 564 302 866 10,570 100% TRIP DISTRIBUTION AND TRIP ASSIGNMENT The distribution of trips was based upon local travel patterns for the road network surrounding the proposed site. Figure 5 represents the 2006 trip distribution percentages into and out of the Stephenson Village development. Figure 6 shows the respective Phase 1 development -generated AM/PM peak hour trips and ADT assignments along the study area roadway network. 2006 PHASE 1 BUILD -OUT CONDITIONS The Stephenson Village assigned trips (Figure 6) were added to the 2006 background traffic (Figure 3) to obtain 2006 Phase 1 build -out conditions. Figure 7 shows 2006 Phase 1 build -out ADT and AM/PM peak hour traffic volumes at key locations within the study area. Figure 8 shows the respective 2006 Phase 1 build -out lane geometry and AM/PM peak hour levels of service. All HCS -2000 level of service worksheets are included in the Appendix section of this report. CONCLUSION The traffic impacts associated with the Stephenson Village development are acceptable and manageable. All study area intersections will maintain acceptable levels of service "C" or better during 2006 Phase 1 build -out conditions. A Phased Traffic Impact Analysis of Stephenson Village RAP February 7, 2003 H Page 7 Figure 5 Phase 1 Trip Distribution Percentages A Phased Traffic Impact Analysis of Stephenson Village P R+A February 7, 2003 H Page 8 Lila AM Peak Hour (PM Peak Hour) Figure 6 Phase 1 Development -Generated Trip Assignments A Phased Traffic Impact Analysis of Stephenson Village P R+A February 7, 2003H Page 9 No Scale 11 �q hh tiN ^ �S5063) 3 �Id Ch 3 6(2g4) 4.109(181) 9o9hA91 11 les Town Road 4--19(68) (163)79 a► (497)136`-% oig ot- �el f p ^ A,knOrQrS ^fit ✓; CC'I in SITE z 8�� �• d — 0 O d�A 11 W 0000 ca n li p2 �ap5 O� Pa�A 661111AA1139'1q�00 J ✓ z lq��`l� �titi 66 �T TR+/ \ AM Peak Hour (PM Peak Hour) Figure 7 2006 Phase 1 Build -out Traffic Volumes A Phased Traffic Impact Analysis of Stephenson Village P R+A February 7, 2003 HPage 10 No Scale a w C M Ln ; o -C, Signalized Intersection LOS = C(C) U. a. ro w 0 m z G�GI o� f o `I'a �< Signalized `z �O Intersection LOS = C(C) ss, obc AM Peak Hour (PM Peak Hour) Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement Figure 8 2006 Phase 1 Build -out Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PPAFebruary 7, 2003 HPage 11 Signalized Intersection Rural Two -Lane LOS = C(C) Roadway Signalized ,` LOS = C(C) Intersection ,� C(C) LOS = C(C) nod Charles 4—Town �Gl 11 Road rr A(A)* oe G Signalized Intersection I� I� LOS= B(B) �'theifoIntersection GGo Unsignalized %�r� iJ rdsD�` A� I d� GlG o ewa'!,( SITE' Y q•. 4 a w C M Ln ; o -C, Signalized Intersection LOS = C(C) U. a. ro w 0 m z G�GI o� f o `I'a �< Signalized `z �O Intersection LOS = C(C) ss, obc AM Peak Hour (PM Peak Hour) Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement Figure 8 2006 Phase 1 Build -out Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PPAFebruary 7, 2003 HPage 11 PHASE 2 (2008) The purpose of this Phase 2 scenario is to maximize the Stephenson Village development while assuming the following roadway conditions (in addition to those described under Phase 1): 1) The Old Charles Town Road site -driveway described under Phase 1 is to be signalized. 2) Old Charles Town Road will be a three -lane road with a continuous left -turn center lane east of Route 11. 3) The intersections of Route 11 with I-81 will have additional geometric changes. 2008 BACKGROUND CONDITIONS The existing traffic volumes were increased using an historic growth rate of 5% per year. Additionally, PHR+A estimated trip generation for the Year 2008 Rutherford's Farm Industrial Park (580,000 square feet) development. These trips were then assigned throughout the study area based upon methodology assumed in the Rutherford's Farm Industrial Park traffic study. Figure 9 shows the 2008 background ADT and AM/PM peak hour traffic volumes at key locations within the study area. Figure 10 shows the respective 2008 background lane geometry and AM/PM peak hour levels of service. All HCS -2000 level of service worksheets and 2008 Rutherford's Farm Industrial Park trip generation are included in the Appendix section of this report. TRIP GENERATION The number of trips produced by and attracted to this site were established using the 61h Edition of ITE's Trip Generation Report. The total trip generation was then reduced to account for internal trip interaction and retail pass -by trips. Table 2 summarizes the Stephenson Village Phase 2 trip generation results as well as the internal and pass -by trip reductions. A detailed description of internal/pass-by trip interaction is provided in the Appendix section of this report. A Phased Traffic Impact Analysis of Stephenson Village PHR February 7, 2003 1 Page 12 TN No Scale 11 h b b N zg(63) 92(13 lag�l 11 Old ec 'P-- Road_ �-03 �1 h� r4? 1,0551 O o ° (lpDn`ewa=; f SITE -`:d w• c0 � (3l S�z3 �-� ro \" no- 0 O dA 11 M' 6 M v A6�1`5 Aglal$t�l x �dp���lti o a�0 CIS tj 1,>>5l age O� 'Oj . 661 �g61 65p �'► °� •' A z 11��6`gltiA 66 �T YR+/ \ AM Peak Hour (PM Peak Hour) Figure 9 2008 Background Traffic Volumes PH R+A February 7, 2003 Page 13 No Scale 60 J� t �Gl c-�; sic Signalized Intersection LOS = C(C) Signalized Intersection LOS = C(C) Cl) t to IM 0 z Signalized Intersection G� LOS = C(C) Rural Two -Lane Roadway LOS = C(C) —= CGI f0 t Signalized ° Intersection 1 n LOS = C(C) ECIC AM Peak Hour (PM Peak Hour) ;Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement Fig`ur`e 10 2008 Background Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PI -PA February 7, 2003 Page 14 �Okn Road Signalized Intersection G� LOS = C(C) G� SITE —= CGI f0 t Signalized ° Intersection 1 n LOS = C(C) ECIC AM Peak Hour (PM Peak Hour) ;Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement Fig`ur`e 10 2008 Background Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PI -PA February 7, 2003 Page 14 Table 2 Phase 2 Stephenson Village Trip Generation Summary Code Land Use Amount AM In Peak Out our Total PIVI In Peakour Out Total ADT Percentage of Total 210 Single -Family Detached 858 units 153 458 610 477 268 745 8,580 220 Apartment 240 units 20 103 123 100 49 149 1,573 230 Townhouse/Condo 390 units 26 125 150 127 62 189 3,393 251 Elderly Housing - Detach 531 units 49 86 135 112 63 175 2,124 253 Elderly Housing - Attach 144 units 6 4 10 8 6 14 501 820 Retail 50,000 SF 64 41 106 191 207 397 4,365 Total Trips 317 816 1,133 1,014 655 1,669 20,536 100% Total Internal 26 26 53 99 99 199 2,183 9% Total Pass -by 10 6 16 29 31 60 655 3% Total "New Trips" 281 784 1,065 886 525 1,411 17,699 88% TRIP DISTRIBUTION AND TRIP ASSIGNMENT The distribution of trips was based upon local travel patterns for the road network surrounding the proposed site. Figure 11 represents the 2008 trip distribution percentages into and out of the Stephenson Village development. Figure 12 shows the respective Phase 2 development -generated AM/PM peak hour trips and ADT assignments along the study area roadway network. 2008 PHASE 2 BUILD -OUT CONDITIONS The Stephenson Village assigned trips (Figure 12) were added to the 2008 background traffic (Figure 9) to obtain 2008 Phase 2 build -out conditions. Figure 13 shows 2008 Phase 2 build -out ADT and AM/PM peak hour traffic volumes at key locations within the study area. Figure 14 shows the respective 2008 Phase 2 build -out lane geometry and AN"M peak hour levels of service. All HCS -2000 level of service worksheets are included in the Appendix section of this report. CONCLUSION The traffic impacts associated with the Stephenson Village development are acceptable and manageable. All study area intersections will maintain acceptable levels of service "C" or better during 2008 Phase 2 build -out conditions. P A Phased Traffic Impact Analysis of Stephenson Village _ L February 7, 2003 Page 15 Figure 11 Phase 2 Trip Distribution Percentages A Phased Traffic Impact Analysis of Stephenson Village PR+A February 7, 2003 H Page 16 "I AM Peak Hour (PM Peak Hour) Figure 12 Phase 2 Development -Generated Trip Assignments A Phased Traffic Impact Analysis of Stephenson Village P R+A February 7, 2003 H Page 17 No Scale 000 .. e AL 1,3�$61aa� I� 1112 0 Figure 13 S� Old Chad 8(415) 4.121(200) s To,,,_ „__, d'34(106) (180)87�:AMA Con;; (780)247=► o► Fortl "� X00 h hob SITE (3II��63��� ♦♦ d G o- O� (180)87�:AMA Con;; (780)247=► o► a SITE d G AM Peak Hour (PM Peak Hour) 2008 Phase 2 Build -out Traffic Volumes PH R+A A Phased Traffic Impact Analysis of Stephenson Village February 7, 2003 Page 18 No Scale Signalized Intersection LOS = C(C) G_GI r ICBG �x 010 1 s lC �c Signalized Intersection LOS = C(C) Figure 14 Signalized Intersection LOS = C(C) G� Dn`ewa Rural Two -Lane Roadway LOS= C(C) Signalized Intersection Signalized G LOS = C(C) Intersection !/ LOS = B(B) 3 � C(C) Old Charles _ C(C) Town Road (A)A o' �d d� SITE fcjc � q•. J G0 Signalized a o ° Intersection 1 � Los = c(c} 1 z661 AM Peak Hour (PM Peak Hour) _-,Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement 2008 Phase 2 Build -out Lane Geometry and Level of Service R+A A Phased Traffic Impact Analysis of Stephenson Village PH February 7, 2003 Page 19 PHASE 3 (2015) The purpose of this Phase 3 scenario is to maximize the. Stephenson Village development while asswr ing the following roadway conditions (in addition to those described under Phases 1 and 2): 1) All elementary school traffic will enter and exit the property via a single unsignalized site -driveway located along Old Charles Town Road to the east of the signalized site -driveway described under Phase 2. 2) Residential and retail land uses will enter and exit the property via an additional signalized site -driveway (Spine Road) located along Route 11, opposite Rutherford's Farm Industrial Park. 3) Route 11 will be a four -lane divided facility from the northbound ramps at 1-81 through the intersection at Spine Road. 4) Route 11 will be a three -lane roadway with a continuous left -turn center lane through the intersection at Old Charles Town Road. 5) The intersections of Route 11 with 1-81 will have geometric improvements. 2015 BACKGROUND CONDITIONS The existing traffic volumes were increased using an historic growth rate of 5% per year through Year 2010 and 3% per year through Year 2015. Additionally, the trips relating to the entire Rutherford's Farm Industrial Park (1,400,000 square feet) development were assigned throughout the study area. Figure 15 shows the 2015 background ADT and AM/PM peak hour traffic volumes at key locations within the study area. Figure 16 shows the respective 2015 background lane geometry and AM/PM peak hour levels of service. All HCS -2000 level of service worksheets and 2015 Rutherford's Farm Industrial Park trip generation are included in the Appendix section of this report. TRIP GENERATION The number of trips produced by and attracted to this site were established using the 6th Edition of ITE's Trip Generation Report. The total trip generation was then reduced to account for internal trip interaction and retail pass -by trips. Table 3 summarizes the Stephenson Village Phase 3 trip generation results as well as the internal and pass -by trip reductions. A detailed description of internal/pass-by trip interaction is provided in the Appendix section of this report. A A Phased Traffic Impact Analysis of Stephenson Village H1 { + / \ February 7; 2003 H t 111 Page 20 No Scale off - AL y ani s� �1;A391,1'�A~ 0 b� N 36(81) old 118(17S) Charles To ) ,111 w CO b 4 `wa 41�IO1l 9�1ti9 �I _,O'Pi 11 1 � OFA Q N SITE AM Peak Hour (PM Peak Hour) Figure 15 7015 Background Traffic Volume� T1 T1 A A Phased Traffic Impact Analysis of Stephenson Village Page 21 No Scale off - 9�p1 d t d l9w � sic Signalized Intersection LOS = D(D) -I- Signalized Intersection LOS = C(C) G C(C) Signalized 0�d Intersection LOS = D(D) Rothe 4 r fora, G SITE Dom) (d� N.4 S' OR 0a fi� 4 X00. Signalized Intersection ° LOS = C(D) c d ICAC �� o z _ Rural Two -Lane Roadway LOS = QQ AM Peak Hour (PM Peak Hour) I- ` -,Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement Figure 16 2015 Background Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PHRA February 7, e 03 22 Page 22 SITE G♦ AM Peak Hour (PM Peak Hour) I- ` -,Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement Figure 16 2015 Background Lane Geometry and Level of Service A Phased Traffic Impact Analysis of Stephenson Village PHRA February 7, e 03 22 Page 22 Table 3 Phase 3 Stephenson Village Trip Generation Summary Code Land Use Amount AM In Peak Out Hour Total ,', In Peak Out Hour Total ADT ercentageI of Total 210 Single -Family Detached 858 units 153 458 610 477 268 745 8,580 220 Apartment 480 units 39 203 242 187 92 278 3,011 230 Townhouse/Condo 780 units 44 215 260 225 111 336 6,786 251 Elderly Housing - Detach 531 units 49 86 135 112 63 175 2,124 253 Elderly Housing - Attach 144 units 6 4 10 8 6 14 501 520 Elementary School 550 students 94 65 160 2 4 6 527 710 Office 60,000 SF 109 15 124 25 122 147 896 820 Retail 190,000 SF 143 91 234 460 499 959 10,299 Total Trips 636 1,138 1,774 1,495 1,164 2,659 32,726 100% Total Internal 167 167 334 260 260 519 6,003 20% Total Pass -by 21 14 35 69 75 144 1,545 4% Total "New Trips" 448 957 1,405 1,167 829 1,996 25,178 76% TRIP DISTRIBUTION AND TRIP ASSIGNMENT The distribution of trips was based upon local travel patterns for the road network surrounding the proposed site. Figure 17 represents the 2015 trip distribution percentages into and out of the Stephenson Village development. Figure 18 shows the respective Phase 3 development -generated AM/PM peak hour trips and ADT assignments along the study area roadway network. 2015 PHASE 3 BUILD -OUT CONDITIONS The Stephenson Village assigned trips (Figure 18) were added to the 2015 background traffic (Figure 15) to obtain 2015 Phase 3 build -out conditions. Figure 19 shows 2015 Phase 3 build -out ADT and AM/PM peak hour traffic volumes at key locations within the study area. Figure 20 shows the respective 2015 Phase 3 build -out lane geometry and AMIPM peak hour levels of service. All HCS -2000 level of service worksheets are included in the Appendix section of this report. CONCLUSION The traffic impacts associated with the Stephenson Village development are acceptable and manageable. All study area intersections will maintain acceptable levels of service "D" or better during 2015 Phase 3 build -out conditions. R+A A Phased Traffic Impact Analysis of Stephenson Village PFebruary 7, 2003 H Page 23 Figure 17 Phase 3 Trip Distribution Percentages A Phased Traffic Impact Analysis of Stephenson Village R+A February 7, 2003 HPage 24 Figure 18 PHRn AM Peak Hour (PM Peak Hour) Phase 3 Development -Generated Trip Assignments A Phased Traffic Impact Analysis of Stephenson Village February 7, 2003 Page 25 No Scale ll a39111�� 00-0, Figure 19 HP Rn AM Peak Hour (PM Peak Hour) 2015 Phase 3 Build -out Traffic Volumes A Phased "Traffic Impact Analysis of Stephenson Village February 7, 2003 Page 26 No Scale 0 Signalized Intersection LOS = D(D) Figure 20 off - Signalized Intersection LOS = C(C) 01 G C(l) Signalized Old Char/es Intersection LOS = D(D) G oldsd r��� r`t rr`ewa ` rs !�► ��� 3�I oeRoa� 0 f v�° 91 Signalized �`0 Intersection o LOS = C(D) m a z Rural Two -Lane I Roadway L,oS = C(C) Signalized Town Intersection Unsignalized LOS = B(B) Intersection Road If—C(C) A(A)* (B)B 1 o� d� SITE AM Peak Hour (PM Peak Hour) --,Denotes Free -Flow Movement * Denotes Critical Unsignalized Movement 2015 Phase 3 Build -out Lane Geometry and Level of Service PR+A A Phased Traffic Impact Analysis of Stephenson Village HFebruary7, 2003 Page 27 Appendix Table A: 2006 Background Development AM Peak our tM Peakour Code Land Use Amount In Out Total In Out Total ADT Rutherford's Farm Industrial Park 130 Industrial Park 350,000 SF 255 56 312 68 254 322 2,436 Total 255 56 312 68 254 322 2,436 Table B: 2008 Background Development AM Peak our I'M Peak Hour Code Land Use Amount In Out Total In Out Total ADT Rutherford's Farm Industrial Park 130 Industrial Park 580,000 SF 423 93 516 112 422 534 4,037 Total 423 93 516 112 422 534 4,037 Table C: 2015 Background Development AM Peak our FM Peakour Code Land Use Amount In Out Total In Out Total ADT Rutherford's Farm Industrial Park 130 Industrial Park 1,400,000 SF 1,022 224 1,246 270 I,018 1,288 9,744 Total 1,022 224 1,246 270 1,018 1,288 9,744 Table D: Phase 2 Internal/Pass-by Trip Interaction ANI Peak our FfV1 Feak our Trips Going to/from educed Land Use In Out Total In Out Total ADT Percentage Residential Retail 16 10 26 48 52 99 1,091 25% Office Retail 0 0 0 0 0 0 0 0% T'otalPercentages 25% 25% 25% 25% 25% 25% 25% 2; Pass -by Retail 10 6 16 29 31 60 655 15% Total Percentages 15% 15% 15% 15% 15% 15% 15% 15% Retail Residential 10 16 26 52 48 99 1,091 Reciprocal Total Percentages 5% 2% 3% 'O% 13% 9% 8% "% Total Retail Internal Trips 16 10 26 48 52 99 1,091 25% Total Retail Pass -by Trips 10 6 16 29 31 60 655 15% Total Retail "New" Trips 39 25 63 114 124 238 2,619 60% Total Residential Internal Trips 10 16 26 52 48 99 1,091 7% Total Residential "New" Trips 242 759 1,001 772 401 1,172 15,079 93% Total Internal 26 26 53 99 99 199 2,183 Total Percentages 8% 3% S% 10% 15% 12% 11% 9% Total Pass -by 10 6 16 29 31 60 655 Total Percentages 3% 1% I% 3% 5% 4% 3% 3% Total "New "Crips" 281 784 1,065 886 525 1,411 17,699 Total Percentages 89% 9611 94% 87% 80% 85% 86% 88% Total Trips 317 816 1,133 1,014 655 1,669 20,536 Total Percentages 100% 100% 100% 100% 100% 100% 100% 100% Table E: Phase 3 Internal/Pass-by Trip Interaction Trips Going to/from educed Land Use In AM Feak Out Hour Total In FM Feakour Out Total ,DT Percentage Residential Retail 33 21 54 107 116 223 2,389 23% Office Retail 3 2 5 9 10 19 206 2% Total Percentages 25% 25% 25% 25% 2j% 25% 25% 25% Pass -by Retail 21 14 35 69 75 144 1,545 15% Total Percentages 15% 15% 15% 15% 15% 15% 15% 15% Residential Office 11 1 12 2 12 15 90 10% Retail Office 2 3 5 10 9 19 206 Reciprocal Total Percentages 12% 29% 1.1% 30% 18% 23% 33% 25% Office/Retail/School Residential 62 101 162 130 110 240 2,796 Reciprocal Total Percentages 26% 11% lj% Ij% 23% 18% 15% 18% Residential Schools 56 39 96 1 2 3 316 60% Total Percentages 60% 60% 60% 60% 60% 60% 60% 601% Total Retail Internal Trips 36 23 59 116 126 242 2,595 25% Total Retail Pass -by Trips 21 14 35 69 75 144 1,545 15% Total Retail 'New' Trips 85 55 140 275 298 574 6,159 60% Total Office Internal Trips 13 4 17 12 21 34 296 25% Total Office "New" Trips 96 11 107 12 100 113 6D1 75% Total Residential Internal Trips 62 101 162 130 110 240 2,796 18% Total Residential 'New" Trips 228 866 1,094 878 429 1,307 18,207 82% Total Schools Intemal Trips 56 39 96 1 2 3 316 60% Total Schools "New" Trips 38 26 64 1 2 2 211 40% Total Internal 167 167 334 260 260 519 6,003 Total Percentages 26% 15% 19% 17% 12% 20% 18% 20% Total Pass -by 21 14 35 69 75 144 1,545 Total Percentages 3% 1 % 2% 5% 6% 5% 5% 4% Total "New Trips" 448 957 1,405 1,167 829 1,996 25,178 Total Percentages 70% 84% 79% 78% 71% 75% 77% 76% Total Trips 636 1,138 1,774 1,495 1,164 2,659 32,726 Total Percentages 106% 100% 100% 100% 100% 100% 100% 100% REZONING APPLICATION FORM FREDERICK COUNTY, VIRGINIA To be completed by Planning Staff.• Fee Amount Paid Zoning Amendment Number Date Receive PC Hearing Date BOS Hearing Date The following information shall be provided by the applicant: All parcel identification numbers, deed book and page numbers may be obtained from the Office of the Commissioner of Revenue, Real Estate Division, 107 North Kent Street, Winchester. 1. Applicant: Name: Greenway Engineering Telephone: 540-662-4185 Address: 151 Windy Hill Lane, Winchester, VA 22602 2. Property Owner (if different from above) Name: Stephenson Associates L.C. Telephone: 540-667-7700 Address: PO Box 2530, Winchester, VA 22604 3. Contact person if other than above Name: Evan Wyatt, AICP Telephone: 540-662-4185 4. Checklist: Check the following items that have been included with this application. Location map X Agency Comments Plat X Fees Deed to Property X Impact Analysis Statement Verification of taxes paid X Proffer Statement M X 5. The Code of Virginia allows us to request full disclosure of ownership in relation to rezoning applications. Please list below all owners or parties in interest of the land to be rezoned: Stephenson Associates, L.C. - I Donald Shockey, Manager 6. A) Current Use of the Property RA - Agricultural B) Proposed Use of the Property: R4 — Residential Planned Commun 7. Adjoining Property: PARCEL ID NUMBER See attached list S. Location: The property is located at (give exact located based on nearest road and distance from nearest intersection, using road names and route number): The subject property is located 2,000 feet east of Martinsburg Pike (US Route 11 North) and south of Old Charles Town Road (Route 76 1) and south of Jordan Springs Road (Route 664) in the Stonewall Magisterial District. Information to be Submitted for Capital Facilities Impact Model In order for the Plaruning Staff to use its capital facilities impact model, it is necessary for the applicant to provide information concerning the specifics of the proposed use. Otherwise, the planning staff will use the maximum possible density or intensity scenario for the proposed Zoning District as described on Page 9 of the application package. 9. Parcel Identification/Location: Parcel Identification Number 44-((A))-31 (portion) 44-((A))-3 I A 44-((A))-292 44-((A))-293 Magisterial: Fire Service Rescue Service 10. 11. Districts Stonewall Clearbrook Fire & Rescue Dept. Clearbrook Fire & Rescue Dept. High School: Middle School James Wood HS James Wood Middle Elementary School: Stonewall Elementary Zoning Change: List the acreage included in each new zoning category being requested. Acres Current Zoning Zoning Requested 821.7± RA R4 821.7-+ Total Acreage to be rezoned The following information should be provided according to the type of rezoning proposed: Number of Units Proposed Single Family homes: Townhome: Multi -Family Non -Residential Lots: Mobile Home: Hotel Rooms: Note: 2,800 maximum residential units to conform with Housing Unit Type % Range specified in Article 3A(2) Exhibit A of the Proffer Statement. Square Footage of Proposed Uses Office: 60,000 sq.ft. max. Service Station: Retail: 190,000 sq -ft -max Manufacturing: Restaurant: Warehouse: Other 12. Signature: I (we), the undersigned, do hereby respectfully make application and petition the Frederick County Board of Supervisors to amend the zoning ordinance and to change the zoning map of Frederick County, Virginia. I (we) authorize Frederick County officials to enter the property for site inspection purposes. I (we) understand that the sign issued when this application is submitted must be placed at the front property line at least seven days prior to the Planning Commission public hearing and the Board of Supervisors' public hearing and maintained so as to be visible from the road right-of-way until the hearing. I (we) hereby certify that this application and its accompanying materials are true and accurate to the bet of my (our) knowledge. Applicant(s): t)Q-m Date: Owner (s): Date:3 7/�3 STEPHENSON VILLAGE RESIDENTIAL PLANNED COMMUNITY REZONING Owner Properties PARCEL ID NUMBER USE ZONING 44-((A))-26 Agricultural RA District 44-((A))-31 Agricultural RA District 44 -((A)) -31A Agricultural RA District 44-((A))-292 Agricultural RA District 44-((A))-293 Agricultural RA District Adjoining property owners PARCEL ID NUMBER USE ZONING 44-((A))-25 Agricultural RA District 44-((A))-26 Agricultural RA District 44 -((A)) -28B Agricultural RA District 44-((A))-29 Agricultural RA District 44-((A))-32 Residential RA District 44-((A))-33 Residential RA District 44-((A))-34 Residential RA District 44-((A))-35 Residential RA District 44-((A))-36 Residential RA District 44-((A))-37 Residential RA District 44-((A))-38 Residential RA District 44-((A))-39 Residential RA District 44 -((A)) -40A Residential RA District 44-((A))-131 Residential RA District 44-((A))-132 Residential RA District 44-((A))-133 Residential RA District 44-((A))-134 Residential RA District 44-((A))-135 Residential RA District 44-((A))-136 Residential RA District 44-((A))-137 Residential RA District 44-((A))-138 Residential RA District 44 -((A)) -138A Residential RA District 44 -((A)) -138B Residential RA District 44-((A))-139 Residential RA District 44-((A))-140 Residential RA District 44-((A))-141 Residential RA District 44-((A))-142 Residential RA District 44-((A))-143 Residential RA District 44-((A))-144 Residential RA District 44-((A))-145 Residential RA District 44-((A))-146 Residential RA District 44-((A))-147 Residential RA District 44-((A))-148 Residential RA District 2760C/FAW -2 - Adjoining property owners PARCEL ID NUMBERi SEZO IN 44-((A))-149 Residential RA District 44-((A))-150 Residential RA District 44-((A))-151 Residential RA District 44-((A))-153 Residential RA District 44-((A))-154 Residential RA District 44-((A))-155 Residential RA District 44-((A))-156 Residential RA District 44-((A))-157 Residential RA District 44-((A))-158 Residential RA District 44-((A))-161 Residential RA District 44-((A))-162 Residential RA District 44-((A))-163 Residential RA District 44-((A))-164 Residential RA District 44-((A))-165 Residential RA District 44-((A))-166 Residential RA District 44-((A))-167 Residential RA District 44-((A))-168 Residential RA District 44-((A))-169 Residential RA District 44 -((A)) -170C Residential RA District 44-((A))-202 Residential RA District 44-((A))-205 Residential RA District 44-((A))-206 Residential RA District 44-((A))-207 Residential RA District 44-((A))-208 Residential RA District 44-((A))-209 Residential RA District 44-((A))-210 Residential RA District 44-((A))-211 Residential RA District 44-((A))-212 Residential RA District 44-((A))-218 Residential RA District 44-((A))-219 Residential RA District 44-((A))-220 Residential RA District 44-((A))-221 Residential RA District 44-((A))-222 Residential RA District 44-((A))-223 Residential RA District 44-((A))-224 Residential RA District 44-((A))-225 Residential RA District 44-((A))-226 Residential RA District 44-((A))-228 Residential RA District 44-((A))-229 Residential RA District 44-((A))-230 Residential RA District 44-((A))-231 Residential RA District 44 -((A)) -231A Residential RA District 44-((A))-231 B Residential RA District 44-((A))-232 Residential RA District 2760C/EA W Adjoining property owners PARCEL ID NUMBERUSEZONING 44-((A))-233 44-((A))-234 44-((A))-235 44-((A))-236 44-((A))-237 44-((A))-238 44-((A))-283 44-((A))-284 44-((A))-285 44-((A))-286 44-((A))-287 44-((A))-288 44-((A))-289 44-((A))-291 44-((A))-294 44C -((1))-A 44C-((1))-13 44C-((1))-14 44C-((1))-15 44C-((1))-16 44C-((1))-17 44C-((1))-18 44C-((1))-19 44C-((1))-20 44C-((1))-21 44C-((1))-22 44C -((2))-A 44C -((2))-B 44C -((2))-D 45-((A))-25 45-((9))-3-1 45-((9))-3-2 55-((A))-6 55-((A))-7 55 -((A)) -7A 55-((A))-8 55-((A))-9 55-((A))-10 55-((7))-12 55-((7))-13 55-((7))-14 55-((7))-15 2760C/EA W -3 - Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Office/Agricultural Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Residential Agricultural Agricultural Agricultural Agricultural Agricultural Agricultural Residential Residential Residential Residential RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District B2 District/RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District RA District COUNTY of FREDERICK Department of Planning and Development 540/665-5651 FAX. 540/665-6395 April 16, 2003 Mr. Evan A. Wyatt, AICP Greenway Engineering 151 Windy Hill Lane Winchester, VA 22602 RE: Stephenson Village Rezoning Application SUBJECT: Analysis of Proffer Statement Dear Evan: Attached with this letter is a proffer analysis report concerning the proposed proffer statement for the Stephenson Village rezoning application, dated January 8, 2003, and revised through March 7, 2003. This report is in follow-up to preliminary comments issued by staff on February 5, 2003, and several meetings held between staff and the applicant in recent months during which proffer content and structure were discussed. The goal of this analysis is to facilitate the proactive resolution of proffer - related issues in advance of the requisite public hearing process. The attached report focuses first on issues involving the proposed waiver requests and follows with general analysis of the remainder of the proffer statement. As per a discussion between representatives of Stephenson Associates, L.C. and staff on April 8, 2003, resolution of the waiver issues is proposed through an amendment to Article VII of the Zoning Ordinance to allow enhanced opportunities for ordinance modifications with R-4 zoning petitions. In the absence of this amendment, staff contends that the Zoning Ordinance would not enable the majority of the exemptions sought through the application. The proposed language for this amendment and the envisioned modification process are explained in the report. It is noted that staff analysis of the waiver requests merely identifies scenarios that would require modification approval and does not offer comment on either the impacts or appropriateness of these requests. Indeed, identification of modification opportunities by staff should not be interpreted as an endorsement of either the intent or content of the proposed waivers. Complete .analysis of all modification proposals will occur subsequent to submission of the requisite justification and supplemental review materials. 107 North Kent Street • Winchester, Virginia 22601-5000 Page 2 Mr. Evan A. Wyatt, AICP Re: Stephenson Village Rezoning Application - Proffer Analysis April 16, 2003 The general analysis section of the report is the result of a systematic review of the proposed proffer statement by staff. All issues identified in the report are considered relevant to the ultimate viability of the proffer statement as a means to achieving the articulated vision for the Stephenson Village planned community. Staff looks forward to meeting with representatives of Stephenson Associates, L.C. on Wednesday, April 23, 2003, to discuss these issues and develop a mutually acceptable strategy for their resolution. Through the general analysis section, staff provides comment on a range of issues from language ambiguity to the actual content and intent of certain proffered conditions. Although all issues included in the report are important, certain concerns involve fundamental components of the development and therefore merit specific reference in this letter. These primary issues may be summarized as follows: • Major Collector Road - Completion of this critical transportation improvement relies upon right-of-way across land owned by others who are not party to this application. The proffer statement provides for development to proceed unabated should off-site rights-of-way required for transportation improvements prove unattainable. This provision would therefore enable the pace and quantity of development to continue without consequence should off-site improvements essential to maintaining acceptable level of service conditions on area roads remain incomplete. The proffer statement should address this contingency and its likely impacts should it be concluded that off-site rights-of-way will remain unsecured at the time of this application's public hearing. Commercial Develo meat - This application proposes the inclusion of commercial areas comprising 4% of the project's gross area, which, if enabled by a requested exemption, would be less than the minimum commercial allotment of 10% required by ordinance. Moreover, the development of commercial uses is not phased with the residential component of the project, thereby enabling full residential build -out prior to the commencement of any commercial activity within Stephenson Village. However, although 4% of the project's land area will be reserved for commercial use, the applicant has not guaranteed that this land will actually develop as no mininnim amount of commercial development has been specified by proffer, only a maximum. The lack of any assurances regarding the timing and quantity of commercial development poses the risk that commercial uses may either trail residential development indefinitely or fail to materialize all together. The timely development of sufficient quantities of commercial development is essential to realization of the advantages of mixed-use development. Page 3 Mr. Evan A. Wyatt, AICP Re: Stephenson Village Rezoning Application - Proffer Analysis April 16, 2003 School and Public Park Land Dedications - The proffer statement provides for the reversion of land dedicated to the County for school and public park uses to the applicant's ownership should such uses not be established within 10 years of conveyance. It is noted that this provision fails to acknowledge that the value of the dedicated land has been credited toward the per unit monetary proffer included with this application. Moreover, the evolving fiscal and programmatic realities that govern completion of capital improvement projects are not effectively accommodated by this proffer. It is important to reiterate that the analysis included in the attached report is limited to the proffer statement only. The issue of this proposal's inconsistency with the existing land use policies of the Comprehensive Policy Plan is not discussed. Moreover, analysis of the impact statement for this project is not included in the report. Please note that this application will not be scheduled for the requisite Planning Commission public hearing until all issues of significance concerning the proffer statement are resolved. As always, please feel free to contact me should you have any questions or concerns regarding this correspondence. Sincerely, Christopher M. Mohn, AICP Deputy Planning Director CMM/rsa Attachments cc: J. Donald Shockey, Jr., Stephenson Associates, L.C. John Goode, Stephenson Associates, L.C. Thomas Moore Lawson, Esquire, Lawson and Silek, P.L.C. John R. Riley, Jr., County Administrator Kris C. Tierney, Assistant County Administrator Lawrence R. Ambrogi, County Attorney Jay Cook, Assistant County Attorney Eric R. Lawrence, AICP, Planning Director Stephenson Village Rezoning Application Proffer Analysis April 15, 2003 Proffer Statement for Stephenson Village Residential Planned Community Dated January 8, 2003, Revised Through March 7, 2003 Submitted by Stephenson Associates, L.C. I. Waivers 1. Proposed Waivers to Enable Design Flexibiiity (p. 2 - 4) A. Overview - Ordinance Limitations and Recommended Resolution The proffer statement includes twenty-two requests for waivers from certain requirements of the Frederick County Code ("the Code") applicable to planned community development. These waivers primarily involve provisions of Chapter 165 ("Zoning Ordinance") and Chapter 144 ("Subdivision Ordinance"). The requested waivers are proposed as a means of facilitating the design plan for Stephenson Village and constitute the foundation for subsequent sections of the proffer statement. Exemptions and/or waivers to the requirements of the Code applicable to planned community developments are enabled pursuant to §165-72.0. of the Zoning Ordinance, which states: Other regulations. The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article. This provision plainly articulates that an exemption or waiver cannot be legally proposed or considered for a planned community development except where said exemption is expressly permitted pursuant to Article VII of Chapter 165 of the Code. It is noted that this provision is exclusive in nature and is not amendable through approval of proffered conditions allowed with conditional rezoning approval. Indeed, by expressly defining the scope of allowable exemptions, §165-72.0. establishes the preeminence of the Code vis-a-vis rezoning petitions for planned community development, effectively limiting the degree of flexibility attainable through proffered conditions. Accordingly, the majority of the waiver requests included with the proffer statement are not permitted due to the absence of language in Article VII specifically enabling the desired exemptions. Therefore, an alternative method is required to achieve the regulatory flexibility necessary to facilitate implementation of the Stephenson Village design concept. Staff has proposed an amendment to Article VII intended to expand opportunities for modifications to ordinance provisions applicable to planned community development. It is noted that staff perceives the existing provisions of Article VII to be generally appropriate as the County's Page 1 of 26 regulatory template for mixed-use communities. Therefore, the scope of the proposed amendment is limited to § 165-72.0., which would be enhanced to provide individual applicants for R-4 zoning with broad latitude to pursue modifications to any provision of the Code impacting physical development, assuming modifications are not otherwise enabled by ordinance through established processes (i.e. Master Development Plan, Subdivision). In seeking modification approval, an applicant would be expected to address the following: 1) Specify the alternative design or development standard proposed in lieu of the relevant ordinance requirement; 2) Provide elevation and/or cross-section plans or drawings demonstrating the implementation and effect of the modified standard; 3) Identify the need or role for the alternative standard in the overall design plan for the community; and 4) Articulate how the proposed standard will meet the public purpose(s) of the relevant ordinance provision to an equivalent degree. It is envisioned that the Board of Supervisors would consider and approve each modification request on its merits pursuant to the applicant's justification. Moreover, modifications would be considered concurrent with the rezoning application and, if approved, the alternative standards and accompanying cross-section and elevation plans would be included as conditions of the rezoning approval. In essence, this amendment approach would codify a rational method enabling consideration and adoption of alternative standards to enable design flexibility with planned community development. Staff contends that Board approved modifications are the most effective means of accommodating the unique vision expected with any planned community development while simultaneously assuring the relevance of both the public process and the Code. Staff proposes replacement of the current language of § 165-72.0. with the following: § 165-72.0. Modifications; applicability of other regulations. (1) An applicant may request as part of an application for rezoning to the R-4 District that a modification to specific requirements of the subdivision ordinance, this chapter or other requirements of the Frederick County Code applicable to physical development be granted. The applicant shall demonstrate that the requested modification is necessary or justified in the particular case by a demonstration that the public purpose of these ordinances, as applied to the particular case, would be met to at least an equivalent degree by such modification. The Board of Supervisors may approve or disapprove such request, in whole or in part. (2) The applicant shall provide sufficient information to enable evaluation of the request by the Board of Supervisors. Materials submitted should include or be supplemented by: (a) specification of the code section(s) to be modified Page 2 of 26 and the proposed alternative standard; (b) exhibits demonstrating application of the modified standard such as a detailed plan and/or elevation drawing; and, (c) identification of the relationship of the modification to the overall community concept. (3) The planned community development shall conform with all regulations of this chapter and the Frederick County Code unless specifically exempted by this article or modified by the Board of Supervisors through the rezoning process. B. Analysis of Waivers to Enable Design Flexibility Staff has prepared a cursory analysis of each waiver request pursuant to the limitations of § 165-72.0. In accordance with this provision, many of the waivers are not enabled by Article VIZ and therefore cannot be approved as requested through this application. As noted above, staff has proposed an amendment to Article VII to allow applicants requesting R-4 zoning to seek modifications of the Code for the purposes of facilitating regulatory flexibility and innovative community design. This analysis identifies those waiver requests that would be appropriate as modification proposals under the amended ordinance. Moreover, staff identifies those requests that are already enabled by ordinance and the appropriate means of seeking permitted waivers is enumerated. In the context of an amended § 165-72.0., all of the proposed waivers could conceivably be pursued as modifications, assuming submission of adequate justification and sufficient supporting materials. Therefore, the successful amendment of Article VII is a prerequisite of approval of the design concept currently proposed through the Stephenson Village application. Waiver B.(1) (p. 2) Issue: The proposed waiver seeks exemption from the housing type mix required via § 165-71. of Article VII, Mixture of Housing Types Required. This provision does not allow alternative housing unit mixtures or general exemptions from the mix required by ordinance. Pursuant to § 165-72.0., the requirements of § 165-71. cannot be modified or waived as such exemptions are not specifically allowed by ordinance. Recommended Resolution: A modification of the requirements of § 165-71 may be sought pending amendment of § 165-72.0. To facilitate the modification, the applicant is encouraged to provide an alternative housing mix for Stephenson Village as well as justification regarding the necessity of the modification to include demonstration that the proposed mix will meet the public purpose of the existing standards to an equivalent degree. Waiver B.(2) (p. 2) Issue: Pursuant to §165-72.B.(2) of Article VII, Dimensional Requirements, an alternative dimensional plan may be submitted with a planned community development proposal. However, Page 3 of 26 the ordinance stipulates that the alternative plan be approved by the Planning Commission and Board of Supervisors with no provision for administrative approval_ Pursuant to §165-72.0., the requirement that an alternative dimensional plan receive Planning Commission and Board of Supervisors approval cannot be modified or waived as such exemptions are not specifically allowed by ordinance. Recommended Resolution: The applicant has included alternative dimensional plans with the proffer statement for several proposed housing types that will be unique to Stephenson Village. The inclusion of additional alternative plans for future housing types not envisioned either by ordinance or this application would require approval by the Planning Commission and Board of Supervisors. In general, staff perceives the current process for such approval to be reasonable. However, the applicant may pursue a procedural modification that would allow subsequent alternative plans to be reviewed and approved administratively pending amendment of § 165-72.0. The applicant would be required to demonstrate that administrative approval of changes to the dimensional plan would meet the public purpose of a public review process to an equivalent degree. Waiver B.(3) (p. 2) Issue: Pursuant to §165-72.D. of Article VII, Commercial and Industrial Areas, a minimum of 10% of the gross area of the project shall be used for business and industrial uses. This requirement further limits the maximum amount of commercial and industrial development to no more than 50% of the planned community's gross area. The ordinance does not provide for the modifications to either the minimum or maximum limitations applicable to commercial and industrial development in the planned community. Pursuant to §165-72.0., the requirement that business land uses comprise a minimum of 10% of the project's gross area cannot be modified or waived as such exemptions are not specifically allowed by ordinance. Recommended Resolution: A modification of the requirements of §165-72.D. may be sought pending amendment of §165-72.0. To facilitate the modification, the applicant is encouraged to provide alternative land use ratios for Stephenson Village as well as justification regarding the necessity of the modification to include demonstration that the proposed ratios will meet the public purpose of the existing standards to an equivalent degree. Waiver B.(4) (p. 2) Issue: Pursuant to §165-72.F. of Article VII, Recreational facilities, the equivalent of one recreational unit shall be provided per thirty dwellings. This provision provides for flexibility in the design and configuration of these facilities pursuant to Planning Commission and Parks and Recreation Department approval. For instance, this provision allows for the combination or fragmentation ofrequired facilities to meet the unique demands of the planned community, provided the total required units are ultimately developed. However, an outright exemption from the standard is not enabled by ordinance. Therefore, pursuant to §165-72.0., the requirement that a planned community shall include the equivalent of one recreational unit per thirty dwellings cannot be Page 4 of 26 modified or waived as such exemptions are not allowed by ordinance_ Recommended Resolution: As noted in the preceding paragraph, the current language of § 165-72.F. provides flexibility in the design and configuration of recreational facilities. If flexibility in the delivery of required recreational units is of principal interest to the applicant, then no further modification would arguably be necessary and issues concerning the method(s) employed to satisfy recreational unit requirement can be resolved through subsequent development applications. However, a modification of the requirements of § 165-72.F. may be sought pending amendment of § 165-72.0. should the applicant desire an alternative recreational unit standard in lieu of that which is required by ordinance. The applicant should clarify the purpose of the requested waiver so that the appropriate course of action can be determined. Waiver B.(5) (p. 2) Issue: Pursuant to §165-72.G.(2) of Article VII, Buffers and screening, an alternative plan for buffers and screening and the separation of uses within the planned community may be proposed with the required Master Development Plan. Approval of the alternative plan is granted by the Board of Supervisors following the evaluation and recommendation of the Planning Commission. Given the availability of this option for internal buffers and screening, the requested waiver may not be necessary. Indeed, as per the referenced ordinance section, an alternative plan must be developed and submitted for approval with the Master Development Plan if buffering and screening is planned within the community that differs from standard ordinance requirements. Thus, although flexibility is provided through this provision of Article VII, an outright waiver of applicable buffering and screening requirements is not permitted as the applicant must submit an alternative program as a means to the desired exemption. Recommended Resolution: The applicant should prepare and submit an alternative buffer and screening plan for inclusion with the proffer statement. No modification is necessary to facilitate this course of action. Waiver B.(6) (p. 3) Issue: Pursuant to § 165-72.G.(1) and (2) of Article VII, Buffering and screening, perimeter buffers and screens shall be provided in accordance with applicable ordinance requirements and said buffers and screens shall not be included in an alternative buffering and screening plan. Asper §165-72.0., the proposed modification or waiver of the perimeter buffer requirement is not permitted as the provisions of Article VII do not enable such exemptions. Indeed, the provisions of § 165-72.G.(2) do not provide for the inclusion of perimeter buffers in alternative buffering and screening plans. Recommended Resolution: A modification of the requirements of §165-72.G.(1) and (2) may be sought pending amendment of § 165-72.0. The purpose of these modifications is twofold; first, to enable perimeter buffers that differ from those required by § 165-37 of the Zoning Ordinance and second, to allow the inclusion of an alternative perimeter buffer(s) with the alternative buffer and Page 5 of 26 screening plan enabled by §165-72.G.(2). The alternative perimeter buffer(s) envisioned by the applicant should be delineated in the alternative buffer and screening plan for Stephenson Village. Waiver B.(7) (p. 3) Issue: Pursuant to § 165-72.I. of Article VII, Road access, a planned community shall be provided with a complete system of public streets dedicated to the Virginia Department of Transportation. This provision does not enable any modification or waiver of this standard under any circumstance. Thus, as per §165-72.0., the proposed waiver of the public road requirement for a planned community development is not permitted as the provisions of Article VII do not enable such exemptions. It is noted, however, that §144-24.C.(2) of Article V, Chapter 144, Subdivision of Land, of the Frederick County Code permits access to multi -family and single family small lot housing via private roads. Such standards would be applicable in areas of the proposed development involving the specified housing types thereby allowing the use of private roads in limited circumstances. However, no provision exists enabling waiver of the public road requirement applicable to other housing types within a planned community. Recommended Resolution: A modification of § 165-72.I. would be required to allow private road access should the applicant intend to serve housing types other than multi -family and single-family small lot with such access. Moreover, the applicant would need to modify the public street frontage requirements of § 144-24.C. to broaden the use of private streets in Stephenson Village. As noted in the preceding paragraph, at present only multi -family units and single-family small lot housing are allowed frontage on private streets. The applicant should include and commit to a set of minimum specifications for private roads as a means of demonstrating that the expanded use of private streets would meet the public purpose of the public street access requirement to an equivalent degree. The current proffer statement does not include any such specifications. Waiver B.(8) (p. 3) Issue: Pursuant to §165-72.I. of Article VII, Road access, exemptions may be granted to the requirement that all roads shall be provided with curb and gutter. Specifically, such exemptions are permitted to allow for alternative storm water management techniques, such as those associated with low impact development. However, the ordinance specifies that such exemptions are to be granted by the Board of Supervisors following review by the Planning Commission. Administrative approval of curb and gutter exemptions by the Director of Public Works is not enabled by the referenced code provision. Thus, per §165-72.0., the proposed waiver of the requirement that the Board of Supervisors approve curb and gutter exemptions is not permitted as an exemption to this approval process is not permitted by ordinance. Recommended Resolution: The requested waiver is arguably not necessary to facilitate exemption from the curb and gutter requirements of §165-72.1. The opportunity for such exemptions would exist at the Master Development Plan stage of development review, which necessarily involves Planning Commission and Board of Supervisors approval. At that time, the Commission and Board Page 6 of 26 can evaluate the appropriateness of such exemptions pursuant to the applicant's presentation of specific proposals for low impact development and identification of those areas to be developed Using sllrh te_chIique_,s. However, the applica_n_t may propose modification of the procedural requirements of §165-72.1. pending amendment of §165-72.0. Waiver B.(9) (p. 3) Issue: Pursuant to § 165-72.M. of Article VII, Phasing, a schedule of phases shall be submitted with each planned community proposal to include specification of the calendar year during which each phase will be completed. The modification or waiver of this requirement is not enabled by this provision. Thus, per §165-72.0., the proposed waiver of the phasing schedule requirement is not permitted as such an exemption is not specifically allowed by ordinance. Recommended Resolution: A modification of the phasing requirements of § 165-72.M, may be sought pending amendment of § 165-72.0. Waiver B.(10) (p. 3) Issue: Pursuant to § 165-72.M.(3) of Article VII, Phasing, the phasing plan for a planned community shall include a reasonable portion of planned non-residential uses in all phases of development. This provision is intended to achieve a balance between residential and non-residential land uses throughout project development. The modification or waiver of this requirement is not enabled by this provision. Thus, per §165-72.0., the proposed waiver of the requirement to include non- residential land uses with each phase of development is not allowed as such an exemption is not specifically permitted by ordinance. Recommended Resolution: The phased introduction of non-residential land uses with residential development is consistent with accepted planning practice involving mixed-use communities. Such phasing is not purely an economic concern, but rather an integral method for ensuring that the efficiencies possible with mixed-use development evolve from its earliest stages. This approach ensures that commercial and employment uses develop in an integrated manner with residential uses, not merely as a functional and aesthetic post -script to years of residential development. However, should the applicant deem such phasing to be unacceptable in the context of Stephenson Village, a modification of this standard may be sought pending amendment of §165-72.0. To demonstrate satisfaction of the public purpose of §165-72.M.(3), the applicant should provide an alternative phasing program for non-residential land uses. Waiver B.(11) (p. 3) Issue: Pursuant to § 165-72.I. of Article VII, Road access, a planned community shall be provided with a complete system of public streets dedicated to the Virginia Department of Transportation. This provision does not enable any modification or waiver of this standard under any circumstance. Page 7 of 26 By extension, no provision is made for modification of the associated requirement that all lots abut and have access to a public road, which is specified in §144-24.C. of Article V, Chapter 144, Subdivision of Land, of the Frederick County Code. Thus, as per § 165-72.0., the proposed waiver of the public road requirement for a planned community development is not allowed as the provisions of Article VII do not enable such exemptions. It is noted, however, that § 144-24.C.(2) of Chapter 144 permits access and therefore frontage for multi -family and single family small lot housing via private roads. Such standards would be applicable in areas of the proposed development involving the specified housing types thereby allowing the use of private roads in limited circumstances. However, no provision exists enabling waiver of the public road frontage requirement applicable to other housing types within a planned community. Recommended Resolution: Pursuant to amendment of §165-72.0., a modification to the public street frontage requirements of §144-24.C. may be sought to broaden the use of private streets in Stephenson Village. At present only multi -family units and single-family small lot housing are allowed frontage on private streets. The applicant should include and commit to a set of minimum specifications for private roads as a means of demonstrating that the expanded use of private streets would meet the public purpose of the public street access requirement to an equivalent degree. The current proffer statement does not include any such specifications. (See discussion of Waiver B. (7) above) Waiver B.(I2) (p. 3) Issue: Pursuant to § 122-5 of Chapter 122, Nuisances, of the Frederick County Code, a property owner shall not allow grass, weeds, or foreign growth to exceed 18 inches in height within 100 feet of any dwelling or building. Article VII does not provide for a waiver of this code requirement. Thus, as per §165-72.0., the proposed waiver of this nuisance standard is not valid as such an exemption is not specifically enabled by the provisions of Article VII. Recommended Resolution: As proposed, the amendment of § 165-72.0. would enable modification of any section of the Code involving physical development. Thus, the applicant could pursue a modification to this requirement pending adoption of the amendment. Staff is uncertain of the applicant's intent concerning this waiver request. The homeowner's association required for the development would ultimately bear responsibility for maintaining undeveloped common or grassy areas that are not controlled by a private property owner, to include those located within the rights- of-way of private roads and adjacent to storm water management facilities. Individual property owners would also be exempted from this code section through the proposed modification thereby precluding County response to future complaints concerning undeveloped properties that are overgrown and/or unkept within the community. The applicant should therefore clarify the purpose(s) of this exemption and further specify the maintenance methods proposed as well as the enforcement provisions of said methods. Page 8 of 26 Waiver B.(13) (p_ 3) Issue: Street classifications and associated design and construction standards are defined using daily traffic count figures specified via §144-17 of Article V, Chapter 144, Subdivision of Land, of the Frederick County Code. Neither Article VII of Chapter 165 nor Article V of Chapter 144 provide for the waiver or modification of the road classification criteria. This, as per § 165-72.0., the proposed waiver of the average daily trip count figures used to determine street classifications is not permitted as such an exemption is not specifically enabled by the provisions of Article VII. Recommended Resolution: Pending amendment of §165-72.0., the applicant may pursue modification of the standards and classifications specified under § 144-17. An alternative method for defining street classifications should be included with the proposal. Waiver B.(14) (p. 3) Issue: Pursuant to §144-17.(M) of Article V, Chapter 144, Subdivision of Land, of the Frederick County Code, street signs using alternative designs may be permitted with Planning Commission approval. However, no provision is included for the administrative approval of such designs, as requested by the applicant. Moreover, the waiver of this approval process is not permitted by ordinance. The proposed waiver to allow the Director of Public Works to approve alternative street sign designs in lieu of Planning Commission approval is not valid as such exemptions are not permitted by ordinance. The applicant may achieve the desired flexibility in street sign design by requesting Planning Commission approval during the subdivision review process. Recommended Resolution: Pending approval of the amendment to §165-72.0., the applicant may pursue a modification of the procedural requirements of § 144-17.(M) concerning alternative street sign designs. The applicant should provide a set of design guidelines for approval by the Commission and Board, which would guide any subsequent administrative approval process. As with all modification proposals, the applicant must demonstrate that the alternative approval process would satisfy the public purpose of Commission review and approval to an equivalent degree. Waiver B.(15) (p. 4) Issue: Pursuant to §165-72.B.(2) of Article VII, Dimensional requirements, an alternative dimensional requirement plan is allowed for a planned community with Board of Supervisors approval. The applicant has submitted a series of alternative dimensional plans for many of the housing types envisioned for Stephenson Village; in other cases, a housing type allowed by the RP Zoning District would be regulated pursuant to existing ordinance standards. Thus, the requested waiver is not necessary as Article VII provides for a defined program enabling flexibility and innovation with dimensional requirements. As previously noted, the applicant has proposed such alternative plans with the proffers proposed with the Stephenson Village application. Recommended Resolution: Neither a waiver nor modification is required for the County to accept Page 9 of 26 the alternative dimensional requirement plans proffered by the applicant. As noted in the preceding paragraph, such alternative plans are specifically allowed via §165-72.B.(2). Alternative dimensional requirements may be accepted for housing types permitted by ordinance assuming the Commission and Board deem such requirements to be consistent with the policies of the Comprehensive Policy Plan and sound planning practice. Waiver B.(16) (p. 4) Issue: Pursuant to § 165-72.I. of Article VII, Road access, a planned community shall be provided with a complete system of public streets dedicated to the Virginia Department of Transportation. This provision does not enable any modification or waiver of this standard under any circumstance. By extension, no provision is made for modification of the associated requirement that all lots abut and have access to a public road, which is specified in §144-24.C. of Article V, Chapter 144, Subdivision of Land, of the Frederick County Code. Thus, as per §165-72.0., the proposed waiver of the public road requirement for a planned community development is not allowed as the provisions of Article VII do not enable such exemptions. It is noted, however, that §144-24.C.(2) of Chapter 144 permits access and therefore frontage for multi -family and single family small lot housing via private roads. Such standards would be applicable in areas of the proposed development involving the specified housing types thereby allowing the use of private roads in limited circumstances. However, no provision exists enabling waiver of the public road frontage requirement applicable to other housing types within a planned community. Recommended Resolution: A modification of §165-72.I. would be required to allow private road access should the applicant intend to serve housing types other than multi -family and single-family small lot with such access. Moreover, the applicant would need to modify the public street frontage requirements of § 144-24.C. to broaden the use of private streets in Stephenson Village. As noted in the preceding paragraph, at present only multi -family units and single-family small lot housing are allowed frontage on private streets. The applicant should include and commit to a set of minimum specifications for private roads as a means of demonstrating that the expanded use of private streets would meet the public purpose of the public street access requirement to an equivalent degree. The current proffer statement does not include any such specifications. (See discussion of Waiver A (7) above) Waiver B.(17) (p. 4) Issue: Pursuant to § 144-24.C.(2)(b) of Article V, Chapter 144, Subdivision of Land, of the Frederick County Code, single family small lot and multi -family housing that abuts a private road shall not be more than 500 feet from a state -maintained road. This provision allows the Planning Commission to waive this requirement to enable lots containing such housing to be as much as 800 feet from a public road. However, this provision is explicit in the maximum distance ultimately allowable for specified housing types from a state road and in the role of the Planning Commission in granting an Page 10 of 26 exemption to achieve said distance. No provision for the modification or waiver of this standard is provided via either Chapter 165 or Chapter 144. Thus, per § 165-72.0., the proposed waiver is not valid as it is not specifically enabled by the provisions of Article VII. Recommended Resolution: Pending approval of the amendment to § 165-72.0., the applicant may pursue a modification of the requirements of § 144-24.C.(2)(b) concerning the maximum distance permitted for single-family small lot and multi -family housing from a state -maintained road. This modification proposal should specify the maximum distance from a state road proposed for lots comprising "active adult" components of the community and establish that the alternative standard meets the public purpose of the existing requirement(s) to an equivalent degree. Waiver B.(18) (p. 4) Issue: Pursuant to § 165-27.13. of Article IV, Supplementary Regulations - Off-street Parking, uses may engage in shared parking agreements to enable flexibility in meeting parking requirements. No provisions are provided for waivers of the requirements governing shared parking or the design of parking lots and spaces. Thus, per §165-72.0., the proposed waiver is not valid as it is not specifically enabled by the provisions of Article VII. Recommended Resolution: Pending approval of the amendment to §165-72.0., the applicant may pursue a modification of the requirements of § 165-27.13. concerning shared parking arrangements. The applicant should clarify the purpose of the requested modification as staff is unclear as to the intended role of shared parking in the development. Moreover, should the design of shared parking areas be an issue of concern for the applicant, modifications to other provision of § 165-27 may be necessary, such as §165-27.C. and §165-27.E., which govern parking space size and parking lot design, respectively. Waiver B.(19) (p. 4) Issue: All parking areas are subject to the design requirements of §165-27.B. In many cases, the Zoning Administrator is permitted to allow modifications or alternatives to specified design criteria under certain circumstances. Thus, a means of achieving administrative approval for parking lot design is provided by ordinance. Article VII does not provide for the outright waiver of parking requirements, to include design standards, which therefore precludes the proposed waiver(s) pursuant to §165-72.0. Recommended Resolution: As per the preceding paragraph, the Zoning Administrator is provided some administrative discretion concerning implementation of parking lot design standards. However, as noted in the discussion of Waiver B.(18) above, if unique design standards are sought that differ from those required by ordinance, the applicant may pursue modifications of § 165-27.E., which governs parking lot design. Such modifications may be sought pursuant to the criteria of §165-72.0., pending its amendment as previously discussed. Page 11 of 26 Waiver B.(20) (p. 4) Issue: Pursuant to § 165-29.A.(14), private roads must be paved with a 165 No. psy asphalt concrete, Type SM -2A surface treatment. No provision for the waiver or modification of this surfacing standard is allowed by ordinance. However, the requirements of the ordinance do not preclude the stamping of requisite asphalt surfaces for decorative purposes. Nevertheless, as per § 165-72.0., the proposed waiver of the surface treatment requirements for private roads is not permitted as the provisions of Article VII do not specifically allow for such exemptions. Recommended Resolution: Pending amendment of §165-72.0., the applicant may pursue modification of the surface requirements for private roads as required by §165-29.A.(14). The applicant should provide alternative treatment standards as a means of demonstrating that the proposed modification will meet the public purpose of the ordinance standard to an equivalent degree. As noted in the preceding paragraph, nothing in the ordinance precludes the stamping and/or painting of asphalt surfaces for decorative purposes. Waiver B.(21) (p. 4) Issue: Pursuant to § 165-31.B.(5), wetlands are not permitted to be disturbed for the purpose of forming natural storm water retention areas. No provision for the waiver or modification of this limitation is enabled by ordinance. As per § 165-72.0., the proposed waiver to enable disturbance of wetland areas for storm water management purposes is not permitted as the provisions of Article VII do not specifically allow for such exemptions. Recommended Resolution: Pending amendment of §165-72.0., the applicant may pursue modification of the disturbance limitations of § 165-31.B.(5). The applicant should provide details concerning the role of wetlands in the storm water management system and the extent to which such features would require disturbance. Specific low impact development techniques involving wetland areas should also be provided. The applicant must demonstrate that the goals and public purpose of the wetlands provisions of the Code are equally satisfied by the modified disturbance standard. Waiver B.(22) (p. 4) Issue: Pursuant to §165-72.G.(2) of Article VII, Buffers and screening, an alternative plan for buffers and screening and the separation of uses within the planned community may be proposed with the required Master Development Plan. Approval of the alternative plan is granted by the Board of Supervisors following the evaluation and recommendation of the Planning Commission. Given the availability of this option for internal buffers and screening, to include road efficiency buffers adjacent to internal roads, the requested waiver is neither necessary nor appropriate. Indeed, as per the referenced ordinance section, an alternative plan must be developed and submitted for approval with the Master Development Plan if buffering and screening is planned within the community that differs from standard ordinance requirements. Thus, although flexibility is provided through this provision of Article VII, an outright waiver of the road efficiency buffer requirements Page 12 of 26 is not permitted as the applicant must submit an alternative program as a means to the desired exemption. Recommended Resolution: The applicant must include the proposed alternative road efficiency buffer applicable within Stephenson Village with the alternative buffer and screening plan permitted by §165-72.G.(2). At present, an alternative buffer and screening plan is not included with the proffer statement. (See discussion of Waivers B.(5) and B_(6) above) II. General Proffer Analysis 2. Phasing Plan to Minimize Sinden Impacts on County Services (p. 5) A. Additional Proffer Payment Issues: Staff recognizes the value of the additional proffer to offset impacts to schools and respects the effort and generosity of the applicant. However, the structure of the proffer is confusing and its ultimate implementation may be problematic. a) The "applicant" should be better defined in the context of project development. Without specification, it is uncertain whether Stephenson Associates, L.C. retains this obligation or if it is passed along to the individual builder who would pay the additional proffer at the time ofbuilding permit issuance. Also, if individual builders are responsible, it is necessary to ensure that those applying for permits in August or September do not bear the burden of the additional proffer in cases where the additional students were, in reality, generated by development that occurred earlier in the cycle via other builder(s). In essence, the proposed language should be clarified to ensure that responsibility for the additional proffer is equitable and not debatable. b) Per the proposed proffer, the report regarding pupil generation in Stephenson Village will be prepared by the Public Schools at the applicant's expense. The proposed language does not provide an estimate of this cost nor does it include a mechanism to enforce reimbursement of this cost to the Public Schools. Again, as the project proceeds through build -out, it is unclear who bears this responsibility, especially if sections of the project are sold to individual builders thereby relieving Stephenson Associates, L.C. of direct control and accountability. Moreover, acknowledgment should be provided by the Public Schools that the reporting structure included in the proffer is appropriate and manageable. C) The assumed route for proffer payment is the building permit process. If the applicant envisions an alternative method of payment, the approach should be specified in the proposed language. Indeed, staff concerns about implementation of Page 13 of 26 the additional monetary contribution for public schools reflect uncertainty as to how the applicant intends for this contribution to be paid - by whom and at what point in the process. Clarification in the proposed language will likely resolve these issues. B. Limitation on Permits (1) Calculation Issues: The proposed language establishing the phasing program for residential development is difficult to interpret. In particular, the actual number of units per year intended by this proffer appears reasonably debatable - i.e. 8% of the total peryear until build -out (170 units/year) v. 8% of units remaining to build -out (8% of total less previously built units =170 units/year #1,156 units/year #2, and so on to build -out). To ensure clarity in evaluation and implementation, it is recommended that the phasing plan be further defined through a table delineating the number of building permits to be issued each year through project built -out. The table would effectively articulate the proffered development rate of 8% in terms of units per year and therefore diminish the potential for future confusion or disagreement. It is noted that a development rate of 170 units per year through project build -out could yield completion of the residential portion of Stephenson Village in 12.5 years. It is noted that the planned commercial component of the development is not included in the phasing program. As proposed, there is no link established between commercial development and residential growth thereby allowing the possibility that residential build -out will occur prior to the availability of any commercial uses within the community. Staff is concerned that the minimal amount of commercial development proposed for Stephenson Village will be slow to materialize without a phasing commitment. In the absence of commercial uses, the benefits of a mixed-use community will be sharply minimized for both future residents and the County as a whole. (2) Monitorin Issues: The proposed semi-annual report is welcomed as an additional tool to assist in permit tracking. However, Frederick County will ultimately bear full responsibility for permit monitoring and retain authority for enforcing conformance with the proffered phasing plan. 3. Uses, Density and Mix of Housing Types (p. 6 - 7) A. (Housing Unit Types with Land Bay Breakdown, p. 6) Issues: Paragraph (1), the language concerning the proffered mix of housing types should be Page 14 of 26 more affirmatively phrased as "the Applicant shall" rather than "the Applicant reserves the right." Indeed, if the applicant is proffering to develop a mixed -housing type residential community, this commitment should be clearly stated in the proposed language. It appears that the applicant is attempting to state that all housing types allowed for the development will be referred to as "mixed residential," to include those allowed by ordinance and those proffered in the alternative dimensional requirements plan. Unfortunately, the language used to convey this categorization is unclear. Moreover, the final sentence in Paragraph (1) requires additional clarity. This sentence seems to suggest that housing may be developed pursuant either to the proffered alternative dimensional plan or to the requirements of the Zoning Ordinance. If this is the intent of the applicant, staff encourages revision of the paragraph to more directly state these objectives. Paragraph (2), the opening sentence refers to Exhibit A as "a graphic for illustrative purposes only." However, Exhibit A is the proffered Generalized Development Plan (GDP) that will be used to control the general layout of land uses in Stephenson Village. Staff suggests that this statement should be corrected to eliminate the reference to the GDP as a mere illustrative document. Staff is pleased that the applicant has employed the table of land bays to identify land use development within the project. However, the Land Bay Breakdown requires additional clarification to ensure ease of evaluation and implementation. The acreage of each land bay should be more definite, as opposed to stating an acreage and following with a plus or minus sign (+/-). While staff does not expect the applicant to precisely identify the sizes of land bays, it would be more effective to state the size in terms of an acreage range - such as, Elementary School: 20-25 acres, Convenience Commercial: 7-10 acres, etc. The title of the column for the percent range of housing types allowable within Stephenson Village should be clarified. Specifically, a title such as "% of Total Housing Units" would more clearly articulate the meaning of the minimum and maximum percentages that follow. Staff is concerned that future interpretation of this information would be problematic as it is currently presented. It is noted that the proposed percent ranges appropriately combine so that all housing type minimums will be achieved should a given type develop to the maximum percentage allowed by proffer. Land Bay Breakdown Notes (p. 6 - 7) Issues: (1) First sentence, staff recommends replacing the term "potential" with "allowable." The conclusion of the final sentence should be clarified to state "...and the total Page 15 of 26 number of units for the project shall not exceed 2800, regardless of the combination or mix of housing types." (2) Staff suggests that this note be clarified to explain that this 33 acres is divided between Land Bays III and V for neighborhood commercial and commercial center uses, respectively. (3) Staff recommends including the open space acreage in the Land Bay Breakdown table so that the total project size can be derived from its contents. Moreover, the applicant should state the quantity of open space as a percentage of the total project acreage. Staff notes that the Executive Summary submitted with the proffer statement indicates open space comprising "200-250" acres, whereas this note indicates a total of 125 acres of open space for the project, inclusive of the Hiatt Run Corridor and the wetlands intermittent ravine channel. The open space requirement for the R-4 Zoning District is 30% of the gross project acreage. The open space specified in this note accounts for merely 15% of the gross project area. Unless modified through the Board of Supervisors, this application would not meet the minimum open space requirement. The applicant should clarify the total open space to be provided as well as its components and resolve any inconsistencies between the summary and the proffer statement. (4) This note allows for an unspecified increase in the total amount of Land Bay III (Mixed Residential) that can be developed as active adult, affordable housing for the elderly, or commercial. While all of these uses may be considered low -impact from a fiscal perspective, each involves other impacts that would require consideration through the associated impact analysis statement. In particular, traffic generation may be substantially different if a larger percentage of the site develops commercially. If not accommodated by the Traffic Impact Analysis, it is likely that increased amounts of commercial traffic may be difficult or impossible to absorb by the proffered transportation system, thereby resulting in the degradation of level of service conditions to unacceptable levels. The applicant should specify the maximum percentages possible for these land uses and model accordingly. It is noted, however, that staff supports the inclusion of commercial development that satisfies at least the minimum quantity called for by ordinance, or 10% of the gross project area. Moreover, if the percentage of either affordable housing for the elderly (multi- family) or active adult units increases above that specified as its maximum in the breakdown table, minimum amounts of other housing types specified by proffer would be unattainable. Such deviation from the minimum provisions of the proffered housing mix would compromise realization of a community within Frederick County providing diverse housing opportunities. Page 16 of 26 D. Staff recommends deleting this statement as acreage for neighborhood commercial uses is already provided in the Land Bay Breakdown table, to include day care use(s). E. Staff recommends clarifying the language of this statement to simply exclude all B3 and M 1 land uses from the development, unless otherwise permitted in the RP, B-1, or B-2 Zoning Districts. This provision is confusing as it is currently worded and may result in future implementation challenges. 4. Applicant to Pay 100% of Capital Facility Impacts (p. 7 - 8) Issues: Second paragraph, conclude first sentence by specifying that monetary contributions and land donations are made "to Frederick County, unless otherwise specified by proffer." It is unclear who comprised the "parties" who determined the value of donated land, which is proposed to be $30,000. Staff would encourage the applicant to clarify who established this value and on what basis. Staff welcomes the proposed adjustment of monetary contributions pursuant to the Consumer Price Index (CPI). However, staff would note that communities with comparable planned developments generally have agreed to CPI adjustments at intervals of every 18 to 24 months, as opposed to every seven years as proposed by this proffer. Clarification concerning the basis for the proposed adjustment interval would be beneficial. The paragraph concerning the escalation of proffer contributions for fire and rescue services at a set premium when elderly and active adult housing is developed may pose future confusion at the implementation stage. In particular, a process for specifying the housing types being developed must be provided in the proffer so that the premium is appropriately paid at building permit issuance. Moreover, it may be beneficial to identify the base amount of these premiums in dollar terms within the proffer. It is noted that the term "impact fees" is not appropriate in the proffer as such monetary requirements are not permitted by State Code. Clarification is required concerning the credits cited for land donation in the various proffer scenarios for each housing type. It is noted that this is a fixed amount, although the acreage figures referenced elsewhere in the proffer statement are approximations. Staff is therefore interested in the assumptions used to arrive at these figures and their relationship to other proffered development conditions. 5. Monetary Contributions to Develop Heritage Tourism (p. 8) Issues: Frederick County cannot accept monetary contributions for items other than those included in the adopted Capital Improvements Plan (CIP). Therefore, the County is not able to accept the proposed funding to promote heritage tourism. It is Page 17 of 26 recommended that the proffer specify an agency, organization, or foundation engaged in such activities as the recipient of the monetary contribution. It is noted, however, that Frederick County will not be able to enforce conformity with this proffer. 6. Monetary Contribution to Clear gook Volunteer Fire and Fescue, Inc. (p. 9) Issues: It is noted that this is not a proffer to Frederick County and therefore is unnecessary in this proffer statement. However, if the applicant chooses to include this proffer, Frederick County will not be able to enforce conformity with the identified triggers and corresponding monetary amounts. 7. Multi -Modal Transportation Improvements (p. 9 - 14) A. (1) Major Collector Road (p. 9 - 10) Issues: (a) The applicant proposes to dedicate right-of-way for the proposed major collector road from Old Charles Town Road through the development and across the adjoining Omps and McCann properties to Route 11. According to the applicant, the extension of the road across the Omps and McCann properties will occur "in accordance with existing agreements executed between all parties." It is noted that these agreements have yet to be presented for County review and it is unclear whether the applicant will secure the necessary right-of-way across these parcels should this rezoning receive approval. Indeed, the ultimate connection of the major collector road with Route 11 is critical to achieving and maintaining acceptable level of service conditions for Stephenson Village and, by extension, the entire Stephenson Community. The applicant should demonstrate that agreements for the dedication of off-site right-of-way are currently in place and execute said agreements to secure such right -of --way prior to rezoning approval. (b) Unless a modification is obtained through the Board of Supervisors, the applicant will be required to meet the sidewalk standards of §144-18A(2). Pursuant to a modification proposal, the applicant may propose an alternative system of trails and/or sidewalks within the right-of-way comprised of a surface treatment and width that meet the public purpose of the current standard to an equivalent degree. Staff would encourage the applicant to separate the trails from the actual vehicular travel way, so as not to be a part of the major collector road itself. (c) The reference to the proffer section detailing the alternative landscaping plan for the major collector road should be changed from 21-A to 22-A. (d) The composition of the proposed median landscaping should be specified. Page 18 of 26 Moreover, the commitment to median landscaping should be made with dimensions and features that will satisfy VDOT requirements. If VDOT approval of such landscaping is not possible, it should not be proffered. (e) The surface treatment of the planned bicycle lanes should be specified in the proffer statement. It is noted that no commitment is offered for bicycle lanes extending the length of the major collector road to Route 11. To facilitate true multi -modal transportation in the Stephenson area, complete bicycle facilities along the major collector road would be beneficial. Additionally, clarification regarding maintenance of the bicycle lanes should be provided. (2) Inter -parcel Connections (p. 10) Issues: The use of the phrase "to the extent reasonably possible" at the conclusion of this proffer effectively diminishes its value as a development commitment. (3) Private Streets, Alleys and Common Drives (p. 10) Issues: (a) The applicant should clarify whether private streets are planned with housing types other than the active adult/single-family small lot type. As noted previously, private streets are permitted by ordinance for multi -family and single-family small lot housing. All other housing types must be served by public streets unless a modification is approved by the Board of Supervisors for an alternative street system. (c) Again, it is unclear whether the applicant intends to use private streets with alleys for housing types other than multi -family and single-family small lot housing. B. (easement and right-of-way acquisition, p. 11) Issues: As noted in the discussion of the proffered major collector road, the applicant should demonstrate that all necessary off-site rights-of-way and easements have been secured to facilitate those improvements included in the TIA. The proffer states that the County will be expected to facilitate right-of-way acquisition in the event the applicant is unable to secure easements deemed necessary, and if the County is unsuccessful in securing the right-of-way, then the applicant would be permitted to continue the development without the associated road improvements. Staff has concerns with this language, specifically based on the fact that a significant section of the proposed major collector road actually crosses land owned by others. Continuation of the major collector road across the McCann and Omps property plays a significant role in the TIA, and the maintenance of an appropriate LOS for the development. Failure to implement and complete the connection of Route 11 and Page 19 of 26 the proposed major collector road will significantly impact Old Charles Town Road and the broader transportation network of the Stephenson Community. If transportation improvements necessary for acceptable LOS conditions fail to materialize, the unabated continuance ofproject development would severely impact both internal and external roads serving Stephenson Village. The applicant is encouraged to consider this contingency and establish alternative measures for modifying the proffered transportation plan and/or altering the overall development program should it occur. E. (signalization at intersection of Old Charles Town Road and major collector, p. 11) Issues: The proffer stipulates that a signalization agreement will be executed with VDOT for the intersection of Old Charles Town Road and the proffered major collector, which will serve as the project's main entrance. The timing of this improvement is not specified by the applicant. F. (phased construction of major collector road, p. 12) Issues: First paragraph, it would be beneficial for the applicant to clarify that the major collector road will be constructed from Old Charles Town Road to Route 11 pursuant to the proffered Generalized Development Plan. As written, the GDP is not referenced as a general guide to the implementation of this proffered improvement. Staff recognizes construction of the major collector road pursuant to real-time traffic counts as a sound approach to the phasing of such a substantial transportation improvement. (1) The applicant should clarify that the 80% benchmark for design and completion of identified improvements applies to the "actual traffic count volume" specified in subsequent paragraphs 7F(2) - 7F(5). Staff has noted some confusion in the interpretation of this provision. 8. School and Balllield Sites, Community Facilities and Public Use Areas (p. 14 - 15) A. School Site (p. 14) Issues: Conveyance of the school site should occur at such time the Frederick County School Board requests the land, as opposed to when funding is allocated for construction. B. Soccer and Baseball Field Site (p. 14) Issues: (1) The applicant identifies the intended use of this dedicated acreage but does not specify whether they will construct or contribute to the construction of the facilities on the site. The entity responsible for constructing the facilities Page 20 of 26 should be identified to prevent confusion. (8) The purpose of this provision is unclear. If the applicant is not responsible for constructing facilities on the site, it is understood that the County could pursue whatever means available to provide recreation opportunities, to include public - private partnerships. This proffer may be unnecessary. D. (use of school and recreation sites, commencement of uses by County, p. 15) Issues: Staff is concerned with the language stipulating that ownership of the proffered school and public recreation sites would revert back to the applicant should the intended public uses not be "constructed or installed, completed and in use" within ten years of the date of conveyance to the County. In essence, this provision suggests that the County must "use it or lose it" with regard to proffered public lands. This caveat is arguably inappropriate in the context of a proffered land dedication and clearly does not serve the best interest of the County. Indeed, land that is donated for public use should not be accompanied by timetables imposed by the proffering party that dictate certain actions as precedent to the community's continued possession of said land. If given in good faith, the proffered land should remain available for public use to be developed by the County as fiscal realities and program priorities dictate, regardless of the passage of time. 9. Recreational Amenities and Linear Park (p. 15 - 17) C. Pedestrian Trail Sidewalk System (p. 16) Issues: Staff encourages the use of asphalt as the principal surface treatment for all trail systems. Such treatments are better suited to the myriad uses of trail systems and are less likely to degrade or become fragmented by use, which results in the enhanced safety and enjoyment of trail users. The identification of primary trail segments should be included on the GDP. E. Additional Recreational Facilities (p. 17) Issues: The applicant references the applicability of the recreational unit requirements of the Zoning Ordinance in the proffer statement. Such a statement is unnecessary and is not appropriate as a proffered condition. 10. Active Adult Age -Restricted Housing (p. 17 - 18) Issues: The applicant proffers to include a set of restrictions with the deeds for all lots subdivided for active adult age -restricted housing. The County will not be able to enforce the content of these restrictions as such enforcement would be a civil matter Page 21 of 26 between property owners and/or their representative interests. 11. Affordable Housing for the Elderly (p. 18) Issues: The development of affordable apartment units for the elderly is not proffered to occur until 50% of the retail component of the project has developed. As noted previously in this report, the timing of commercial development is uncertain as it has not been included in the proffered phasing plan. Moreover, the applicant has not specified a minimum amount of affordable housing for the elderly in the Land Bay Breakdown; it is included as one of several sub -types of multi -family housing possible within either Land Bay III or IV. Therefore, staff is uncertain as to the timing of construction and ultimate availability of the proffered elderly housing. This uncertainty is magnified by the fact that development of these units is contingent upon the applicant receiving approval from federal and state housing agencies and qualifying for the Multi -Family Loan Program and the Low Income Housing Tax Credit Program. In essence, this proffered condition stipulates that affordable housing for the elderly will not be provided without secured government financing. The applicant appears to be proffering their intent to develop affordable housing for the elderly, but is seemingly unable to guarantee when, if, or how much of such housing will be developed. Staff encourages the applicant to provide more specific assurances regarding the affordable housing for the elderly component of Stephenson Village. 12. Preservation of Historical and Cultural Resources (p. 18) No comment. 13. Commercial Center (p. 18 - 19) Issues: As has been noted previously, the commercial center is not included in the phasing plan for the development and may therefore develop after residential build -out. As proposed, there is no link established between commercial development and residential growth thereby allowing the possibility that residential build -out will occur prior to the availability of any commercial uses within the community. Staff is concerned that the minimal amount of commercial development proposed for Stephenson Village will be slow to materialize without a phasing commitment. B./C. (architectural and design standards) Issues: The applicant is encouraged to include the architectural and design standards Page 22 of 26 applicable to the commercial center as an attachment to the proffer statement. Although the County would not enforce such treatments, it would be valuable as an assurance of the high-quality design pledged through the proffer statement. Also, the applicant indicates that they will have the ultimate authority concerning the design of individual commercial uses on the site. It may be beneficial to establish Stephenson Associates, L.C. as the perpetual head of an architectural review board (ARB) responsible for review and approval of building and site designs throughout the development - to include signage. F. (maximum square footage for commercial development, p. 19) Issues: The applicant does not proffer a minimum floor area amount for commercial and office uses, merely a maximum. Although the applicant has proffered to set aside 4% of the project's land area for commercial activities, no assurance has been provided that any commercial development will occur on that land. Of course, it is unlikely that this acreage would remain vacant, however, it is possible - if not probable - that the actual commercial development within Stephenson Village will fall well below the established maximum. The applicant should consider establishing a minimum amount of commercial floor area through the proffer to complement the maximum allowable floor area. Much like the percent ranges applicable to the various housing types, providing a floor area range for commercial uses will ensure that the development evolves into a legitimate mixed use community. 14. Rent Free County Office Space (p. 19) No comment. 15. Community Design for a Strong Sense of Place (p. 20 - 21) A. Design (p. 20) Issues: As noted previously, the applicant should consider establishing an ARB that they will perpetually control by proffer. The applicant would therefore be able to effect the influence over design themes and features suggested by the proffered design language. Of course, the County will be unable to enforce the architectural standards included in the proffer statement. E. Architectural and Design Covenants (p. 21) Issues: Consistent with previous statements, staff supports the applicant's proposed control over design review and approval throughout the development. Again, it would be beneficial for a copy of the proposed architectural restrictions and covenants to be attached to the proffer statement by reference. The inclusion of these standards Page 23 of 26 would qualify and reiterate the applicant's personal commitment to high quality design in Stephenson Village regardless of changes in ownership and time. 8. Environmental Features and Habitat Preservation (p. 21 - 23) A. Environmental Features and Easements (p. 21 - 22) Issues: (1) It is unclear who will bear the responsibility for surveying the site and identifying "significant" wildlife habits. The applicant should specify such responsibility and identify any natural resource professionals or organizations who will be utilized to conduct such studies. The process of habitat identification should be completed prior to the commencement of development activities. (2) The applicant does not identify the methods to be employed to minimize clearing and grading on each building lot. This provision is arguably unenforceable without clear performance standards governing land disturbance and utility installation. (3) It is noted that all wetland areas are considered unbuildable pursuant to the environmental standards of the Zoning Ordinance. B. Hiatt Run Corridor (p. 22 - 23) Issues: (5) The applicant should define the meaning - and/or composition of "environmentally sensitive areas" and how such areas differ from "primary conservation areas." Assuming a distinction exists, both of these features should be clearly identified on the GDP or a companion resource inventory map. C. Wetlands Intermittent Ravine Channel (p. 23) Issues: This environmental feature is identified as a "resource protection area," as opposed to a "primary conservation area" or "environmentally sensitive area." As noted above, the applicant should define these terms and clarify their distinctions. Moreover, all such areas should be clearly identified on the GDP or a companion resource inventory map. The proffer indicates that native plantings will be provided within the channel to establish an upland buffer. Identification of the native plantings to be used and responsibility for ensuring their installation should be specified in the proffer. Page 24 of 26 17. Community Curbside Trash Collection (p. 23 - 24) A. Issues: This proffer stipulates that waste and trash removal services shall not dispose of waste collected in Stephenson Village at any citizen convenience center. It is assumed that such services would dump collected refuse at the landfill and be precluded from unloading at convenience sites by Public Works personnel. Clarification of the intent of this stipulation would be beneficial. 18. Water and Sewer Improvements in the Stephenson Area (p. 24) B./C. Issues: The meaning of the phrase "reasonably determined" is unclear in the context of this proffer. It would seem that the applicant would construct those facilities deemed necessary by FCSA to facilitate required sewer and water service delivery to Stephenson Village. The applicant should clarify what constitutes a reasonable determination by FCSA. 19. Comprehensive Plan Conformity (p. 24) No comment. 20. Creation of Homeowners Association(s) (p. 24 - 25) No comment. 21. Proffered Housing Types (p. 25 - 26) Issues: The proposed housing types with attached dimensional standards and illustrative drawings comprise the alternative dimensional requirements plan allowed by Article VII of the Zoning Ordinance. The Board of Supervisors must approve all such plans, and, by interpretation, any changes to such plans following rezoning approval. Therefore, as noted previously, a modification of this procedural standard would be necessary to enable the administrative approval of additional or replacement housing types as proposed by this proffer. 22. Streetscape Design and Landscaping (p. 26 - 27) A. Issues: A road efficiency buffer is required by ordinance adjacent to major collector roads. The applicant has proffered an alternative buffer comprised of a twenty-five foot landscaped area on either side of the roadway. The predominant portion of this buffer area is proposed to include a woodland conservation area, which the applicant is utilizing in lieu of the standard distance and landscaping requirements of the ordinance. Greater detail is necessary for the Planning Commission and Board of Supervisors to determine whether this alternative approach forms an adequate buffer Page 25 of 26 along the major collector road. The applicant should be prepared to provide additional justification for this alternative. 2.3. Community Signage Programa (p. 27 - 28) No comment. April 15, 2003 U:\Chris\Common\Rezoning\Prelim Comments\Stephenson Village Proffers.wpd Page 26 of 26 COUNTY Df FREDERICK Department aI' f lannh-ab and Deve3opment 540/ 663-3651 FAX: 540/665-6395 February 5, 2003 Mr. Evan A. Wyatt, AICP Greenway Engineering 151 Windy Hill Lane Winchester, VA 22602 RE: Preliminary Comments - Stephenson Village Rezoning Proposal Dear Evan: This correspondence is in follow-up to the preliminary rezoning information received in this office January 15, 2003, and our meeting on January 24, 2003, concerning the Stephenson Village rezoning proposal. The following issues were identified for your consideration as the application is finalized for submission: A. Application Form and Relevant Review Agencies Please ensure that a certified plat is provided that identifies the boundary coordinates of each tract subject to the proposed rezoning, as well as the coordinates delineating the limits of the requested R4 Zoning District. Moreover, a copy of the deed for each property and verification of tax payment must be submitted. Please ensure that the application and proposed proffer statement are signed by all ownership interests party to the rezoning request. Please provide a master development plan (Conceptual Development Plan) that contains the information identified in a letter from me to you, dated January 22, 2003 (attached). The fee for this application will be calculated pursuant to the revised fee schedule adopted by the Board of Supervisors on December 12, 2002. The revised application fee for a rezoning petition consists of abase fee of $1,000.00 plus $50.00 per acre, resulting in a total fee of $42,250.00 for this application. Moreover, a refundable deposit of $50.00 must be submitted for the public hearing sign required to be posted on site. Please submit review continents from the following departments and agencies with this application: Virginia Department of Transportation, Frederick County Public Schools, Winchester Regional Airport, Frederick County Sanitation Authority, Winchester - Frederick Service Authority, Department of Public Works, Frederick County Building Official, Fire and Rescue Services, First Responder - Clearbrook, Parks and Recreation Department, County Attorney, and the Historic Resources Advisory Board. lt); North Kent Sirel,,?` • Winchester, 'Virginia 22601-501)0 Page 2 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 B. Impact Statement (dated January S, 2003) Comprehensive Policy Plan (p. 1): The Comprehensive Policy Plan designates the subject site for planned industrial land use. Staff is concerned with the applicant's assumption that proceeding with a proffer to modify the Comprehensive Policy Plan's Urban Development Area (UDA) resolves the Comprehensive Policy Plan's policy statement. Such a proffered condition does not necessarily bring the rezoning application into conformance with the Comprehensive Policy Plan's industrial land use designation. Furthermore, staff would question the appropriateness of proffering modifications to a County policy document such as the Comprehensive Policy Plan. 2. Site Suitability (p. 2): The provisions of an internal system of streets, bicycle trails and pedestrian walkways, and trail system should be illustrated on the Master Development Plan, as submitted with this application. 3. Traffic Impact (p. 4): In reviewing the traffic impact analysis (TIA) submitted with this rezoning petition, it is noted that on Page 27 of the TiA, a number of intersections achieve a Level of Service (LOS) of a " D_ " As you are aware, a Level of Service "C" is expected to be maintained on roads adjacent to and within new development in Frederick County (2000 Coinprehensive Policy Plan for Frederick County, Virginia, p. 7-5). Staff suggests that you explain what measures would be necessary to achieve a LOS of "C" or better. The TIA should also indicate what improvements are necessary, and are being implemented by the proffer, to maintain the existing and future road networks at a level of "C" or better. Furthermore, the TIA recognizes improvements to the transportation systems, but does not _ -edit the source of improvements which are identified. Page 5 of the rezoning application package indicates that the traffic impact analysis (TIA) should provide the "resulting road improvement cost that would be the result of the rezoning;" such an improvement cost has not been included in the analysis. The analysis states that the developer has entered into an agreement with adjoining property owners to facilitate the construction of the planned major collector road over property owned by others. It might be appropriate to make this agreement part of this rezoning application as it would significantly impact the County, if the road segments, as proposed, were not constructed across property owned by others. Staff would also seek clarification as to when the entire proposed major collector road would be established. As presented, it appears that Phase III would trigger a four -lane section through to Route 11, but the information provided does not address when the two-lane section would be constructed. 4. Sewage Convevance and Treatment (p. 5): The submitted impact analysis indicates that the proposed development would generate a projected sewage conveyance of 653,000 GPD. It is staffs understanding that the FCSA only has approximately 250,000 GPD available for this Page 3 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 portion of the County. Additionally, the recently approved rezoning for Rutherford Farm Industrial Park projected their demand for discharge at 77,200 GPD. Therefore, it would appear that the estimated available sewage capacity would be less then 175,000 GPD, Please provide details regarding how this proposed development would handle its necessary sewage conveyance, and who would burden the costs associated. Historic Sites_ and Structures (p. 8): The analysis states that, "monumental entrances may include fence styles and stacked stone walls that were from the Civil War Era." If it is the developer's intent to construct such entrance features, it would be appropriate to clarify the feature's location and architectural details. 6. Community Facilities (p. 9): The location of provisions for lands to accommodate a future school and park site are addressed in the proffer statement, but the Iocation of a proposed fire and rescue station is unclear. Please clarify such location. C. Proposed. Proffer Statement (dated January 8, 2003) Introduction (p. 1): The proffer statement makes reference to the "Generalized Development Plan, as required by the Frederick County Zoning Ordinance." The document you are referencing in the Zoning Ordinance is actually the Master Development Plan requirement. The pruiY�r statement makes reference to land bay boundaries and their potential changes c u. -.ng site plan submission. Note that, most often, site plans would not be required for single family dwellings. Therefore, this statement appears to be inaccurate. 2. Proffered Housing Types (p. 2): In this section of the proffer statement, the applicant has proposed a number of additional housing unit types for inclusion in the proposed development. 'Be proffer states that, "future housing unit types may be approved at the discretion of the Director of Planning." Staff does not support this approach, as it removes the decision to allow alternative housing types from the more appropriate authority, being the Board of Supervisors. Additionally, staff suggests that greater dimensional details should be provided for each of the proposed Housing Unit Types. Such information should address: minimal lot sizes, road frontage, and structural setbacks. Staff also notes that, based on some of the proposed lots sizes, as provided, the potential house footprint is minimized significantly. It is appropriate to indicate the size of home that you intend to place within the footprint of the proposed lots. Without this essential dimensional information, it is difficult to determine if such housing unit types would be appropriate within the County. Page 4 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 Based on rough calculations, it appears the Modified Townhouse unit type being proposed would only be able to accommodate a townhouse with a footprint of approximately 560 square feet, significantly smaller than current zoning ordinance_ requirements that would provide for a minimal townhouse footprint of approximately 720 square feet. It would be appropriate to address whether the deck on these housing units would be accommodated within the revised lot dimensions or if decks would protrude into the setback areas, further minimizing lot areas, and, therefore, placing the rear of homes closer to one another. Transportation- Major Collector Road (p. 3): In this section of the proffer statement, it is stated that the applicant will construct the major collector road. Please clarify the right-of-way width, lane configuration, and median width proposed. Additionally, the proffer states that the applicant will construct the road across land owned by others, but there is no agreement provided between the applicant and others. The proffer statement indicates the intent of constructing sidewalks and/or trails within the major collector road right-of-way. Staff would encourage that the sidewalks/trail be separated from the actual vehicular travel way, so as to not be a part of the road itself There would be a significant safety concern if children on bicycles had to share the same asphalt as vehicular traffic. The proffer states that, "any proposed irrigation within the right-of-way..." Staff would look for clarification regarding this statement. If it is the applicant's intent to provide irrigation, then it should be so stated. 4. Transportation - Interparcel Connections (p. 3): Please identify the locatio;, of the proposed inter parcel connections on the Generalized Development Plan. Transportation - Private Streets and Alleys (p. 4): The applicant proffers that, "The applicant reserves the right to provide private streets with a gated community entrance for the active adult portion of the overall community." It is unclear if a gated community will be provided. Please clarify. Additionally, please clarify if the private street would only be utilized within the adult communities, or if it is envisioned that the entire Stephenson Village development would be built on private streets. Without clarification, staff is unable to analyze the impacts such a proffer might place on the County. 'Ile Applicant has the right to provide one-way alleys with a sixteen -foot (16') wide easement having twelve feet (12) of pavement." This does not appear adequate to accommodate fire and rescue equipment. Please clarify- 6- Transportation - Right -of -Way Acquisition (p. 4): The proffer states that the County will be expected to facilitate right-of-way acquisition in the event the applicant is unable to secure easements deemed Page 5 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 necessary, and if the County is unsuccessful in securing the right-of-way, then the applicant would be permitted to continue the development without the associated road improvements. Staff has concerns with this language, specifically based on the fact that a significant section of the proposed major collector road actually crosses land owned by others. Continuation of the major collector road across the McCann and Omps property plays a significant role in the TIA, and the maintenance of an appropriate LOS for the development_ Failure to implement and complete the connection of Route 11 and the proposed major collector road will significantly impact Old Charles Town Road. 7_ Transportation - Old Charles Town Road and Route 11 (p. 4): The proffer states that the applicant will install turn lanes and a traffic signal at the intersection. The improvements would be installed "when the signal is installed." Please clarify why the turn lane improvements should not be installed prior to a warranted traffic signal. 8. Transportation - Traffic Counters (p. 4): The applicant proffers to construct the proposed major collector road in two phases based on real-time vehicle counts. The first phase being a two-lane half section; the second phase being the completion of the road to a four -lane section. The proffer states that when the traffic count reaches 17,699 trips per day, the applicant "w -ill bond and commence construction" of the four -lane major collector road_ Staff is concerned as there is no completion requirement, only a commencement trigger. Please clarify. Staff seeks clarification if the entire length of the proposed road, from Old Charles Town Road to Route 11, in a two-lane half section, would be available immediately to accommodate the development's generated traffic. Staff questions the use of the vehicle counters proposed for use at the southwestern entrance to Stephenson Village, without the cor: A :..*ion to Route 11, there would be no traffic at the southwestern entrance to the development. 9. Uses and Density (p. 5): Per our previous discussions, it is expected that additional details be provided regarding the various land bay acreage and densities. Furthermore, it would be appropriate to more clearly identify locations for non-residential uses (commercial and fire station) within a particular land bay. Staff would note that the R4 Zoning District allows those uses permitted in the RP, B1, B2, B3, and M1 Districts. Accordingly, there are numerous uses within these four districts which may not be appropriate within this planned community. Additionally, it may be appropriate to establish minimum and maximum acreage that could accommodate the numerous non-residential land uses. The proffer provides for ultimate build -out percentages for each category. Attention is drawn to the proffer which enables as much as 50 percent of the total dwelling units to be townhouses (Le., 1,400 townhouses) and 65 percent multi -family units (Le., 1,820 multi -family). As written, the proffer could enable the entire development to be townhouses and multi -family dwelling units. The Zoning Page 6 Mr_ Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 Ordinance establishes a mixture of housing types and requires that no more than 40% of the development consists of townhouses and multi -family units. As proposed by proffer, the townhouses and multi -family dwelling units could account for 100% of the residential dwellings in the 2.,800 residential unit project—which violates the zoning ordinance. This far exceeds the mixtures common to other planned residential developments, and does not create an appropriate balance between single-family and multi -family dwellings. 10. Affordable Housing For The Elderly (p. 7): The applicant proffers to provide affordable housing provided, "the project qualifies for the Multi -Family Loan Program and the Low Income Housing Tax Credit Program." This proffered condition indicates that the affordable housing would not be provided without secured government financing. Please clarify what results if the appropriate loans are not available- IL vailable_ IL Community Design (p. 8): The applicant proffers various community appearance features. As presented, the proffer language provides no tangible features that could be enforced, thereby allowing the applicant to implement all or no community design features, as the applicant so chooses. Please illustrate and detail the various design and architectural standards eluded to by the proffer, thereby providing assurances that such features will become reality, if that is the intent of the proffer. Staff would note that the applicant, during various community presentations, stated an intent to provide such design standards and consistency throughout the development. The applicant proffers to utilize sprinkler systems in the Courtyard and Cottage houses in order to promote fire protection. Staff concurs with this safety provision to protect the interior of the dwelling units. Has any thought been given to protecting the: t emor of similar units with an exterior sprinkler system, considering the close priority this housing type is to one another? 12. Environmental - Identification of Open Space Areas and View Lots (p. 9): The applicant proffers to identify all open space areas and "maximize the number of view lots." Staff is unclear how the open space has been identified within this rezoning petition package. Furthermore, please clarify the intent of "maximize the number view lots." Please clarify what is meant by "useable open space" as well as provide clarification as to what type of distance is intended "within walking distance of home sites." Overall, staff is concerned that the environmental section of the proffer provides for features that are not quantifyable_ Clarification and additional details regarding the intent of the various provisions within the Environmental Section may be appropriate. The provisions for establishing a buffer and conservation easements adjacent to any stream outside of any.platted lots is acknowledged, but it might also be appropriate to clarify if platted lots are to be Page 7 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 void of such conservation areas. For example, could platted lots be located within 100 feet of any stream? Based on a review of the Conservation Easements/Floodplain Subsection(p. 9), it appears that platted lots could be located within the previously established 100 -foot conservation easement and, in such case, only a 20 -foot buffer area would exist. Please clarify. Furthermore, these provisions apply to "streams," not necessarily Hiatt Run. It may be appropriate to apply the same standards to all natural water features, whether it be a stream or Hiatt Run. Why the difference? 13. Communitv Facilities/Public Use Areas (p. 11): The applicant proffers to establish school, park, and fire and rescue sites. The school site would be conveyed to the county within six months of its request, and would provide access to water and sewer at the time the adjacent land bays are developed. Staff would note that in the event the school site is programmed to go on-line prior development occurring on the adjacent land, water and sewer may not be available. While the proffer clearly states that 2.5 acres would be provided to the County for use as a fire and rescue site or other public use, it is not clear where within the 825 -acre development the site would be located. 14. Recreational Amenities (p. 12): The applicant proffers to provide a recreation center (sv�irnming pool and bath house) within the development; location not identified. This location should be clarified as well as when the facility would be available to the residents of the development. Currently, the proffer states that such facility would be constructed or bonded prior to the issuance of the 500'' building permit. It may be more appropriate to have such a tacility operational prior to the issuance of the 500' building permit. The applicant also proffers that it, "may construct" a recreation center for use solely by the Active Adult Community; to be "constructed or fully bonded" prior to the issuance of the 250`s building permit for the active adult community. Again, it would be more appropriate to provide clarification that such a facility would be constructed, not merely bonded, at a pre -determined time. Additionally, staff notes that the language of the proffer does not provide assurance that such a facility would be provided, as the language states that the applicant "may" construct a recreation center. The applicant proffers to provide a pedestrian trail system, constructed of stone, dust, or wood chips. Most often the trail systems provided within planned communities are utilized by children on bicycles. Therefore, it would be more appropriate to construct an asphalt trail system that Iinks the various neighborhoods and public facilities. Such a trail network could be depicted on the Generalized Development Plan. Ownership and maintenance of the recreation center is unclear. Page 8 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 15. Streetscave/Landscapin_gBuffer/Environmental (p. 14): The applicant proffers to provide a 25 -foot - wide landscaped area along the length of the major collector road. Staff notes that this 25 -foot landscaped area is significantly less than currently required by the road efficiency buffers section of the Frederick County Zoning Ordinance. The road efficiency buffers establish buffer areas from 80 to 100 feet, based on the landscaping and screening provided. The Zoning Ordinance requires the implementation of the road efficiency buffer along the planned major collector road. Additionally, staff notes that a landscape area has been proffered along Old Charles Town Road, but not along Jordan Springs Road. The applicant proffers to utilize stone fines or wood chip trails rather than asphalt trails. This concerns staff based on a previous statement about children enjoying riding their bicycles on the trails. Additionally, as the current zoning ordinance requires concrete sidewalks on both sides of the community's neighborhood streets, it may not be necessary to proffer to provide wood chip trails along the same streets. Staff would support efforts to utilize wood chip surfaces in natural areas, but staff believes the zoning ordinance requirements for concrete sidewalks within right-of-ways are ils linking neighborhoods and community amenities. appropriate, as well as asphalt tra 16. Signage Program (p. 15): The applicant proffers the establishment of two freestanding signs for the commercial land use. Each sign would be "no more than 20 feet in height" and have "a maximum of two hundred (200) square feet of face area." Staff is concerned that such signs are significantly larger than current zoning ordinance standards. Additionally, the proposed sign structures are not consistent in size to those proffered for the development's main entrances [8 -foot high, 65 -square -feet face area] and neighborhood [7 -feet high, 40 -square -feet face area] signage. Staff also notes that a limit on the number of commercial us : ;gns was not addressed. IT Historical and Cultural Resources (p. 16): The applicant proffers that the Byers House will be preserved "to be used as deemed appropriate by the Applicant." Staff is unclear of the intent of such a proffer, as well as how the historic structure would be preserved. 18. Commercial Development (p. 17): The applicant proffers to reserve a site for possible commercial development. The location of such a commercial site should be more clearly identified on the Generalized Development Plan. Additionally, it may be appropriate to address the design standards applicable to the commercial area. 19_ Monetary Contributions (p. 17) : The applicant proffers a monetary contribution to offset the additional costs to Frederick County for capital facilities. Staff would note that the monetary contributions are based on projected impact on the County based on the 2003 dollar value. As the project -has proffered a phased development schedule, it is implied that the development would be built- Page 9 Mr. Evan A_ Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 out over an estimated 20+ year period. Accordingly, the monetary contribution established in 2003 dollars, without the benefits of an escalator, may not adequately address the impacts placed on the County in the future years, when the dwelling unit actually comes on-line. Additionally, the monetary contribution is projected under the assumption that a commercial center will be contributing to the community's positive tax base; yet there are no assurances that the commercial center will actually be constructed, nor when. 20. Monetary Contribution to Economic Development (p. 18): It appears this section of the proffer statement is incomplete as there is no narrative. 21. Phasing Plan (p. 18): The applicant proffers to implement a phasing schedule to limit the number of dwelling units constructed each year to a maximum of 8%. It is also important to note that as proposed, the 675 adult dwellings (Active Adult and Affordable Adult housing) are not included in the phasing schedule. This phasing plan would be monitored based on the issuance of building permits. This phasing plan is difficult to interpret; Please clarify intent. It may be more appropriate to establish a table depicting the number of building permits that would be issued for each year until built -out is achieved_ Staff also suggests that if it is the applicant's intent to manage the phasing plan, a more appropriate management method may be through the accounting of residential lot creation, rather than building permits. Failure of providing a fixed/hard number within a phasing plan may lead to future disagreements over the intent of the phasing proposal. 22. Waivers (p. 19): The applicant proffers that a number of waivers from County policy and code would be granted, ii tiie rezoning petition is approved by the County. Staff has concerns with this apptolatih as it exempts the development from a significant number of County regulations that have been adopted and implemented by the County in an effort to manage and promote high-quality development within the County. The applicant proffers that acceptance of the proffer statement will constitute an amendment to the County's Comprehensive Policy Plan to expand the Urban Development Area (UDA) and the planned land use designation. Staff believes this approach, aside from the legal aspects, is inappropriate as it circumvents the public participation and hearing process associated with land use planning and the County's Comprehensive Policy Plan. The applicant proffers that acceptance of the proffer statement would waive the 40% cap of multi- family and town homes allowed within a planned residential development. Staff addressed this cap previously under Item 10, above. The foundation for the R4 Zoning District was to enable a well- planned residential development with a variety of housing choice. This 40% requirement provides assurance that an appropriate mix of housing would be provided. Elimination of such a requirement would impact the County significantly as it could indirectly eliminate the various detached single- family housing options from the mixed-use community. Page 10 Mr. Evan A. Wyatt, AICP Re_ Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 The applicant proffers to exclude the Board of Supervisors from future participation and their decision-making authority in reference to alternative dimensional requirements that the applicant may wish to implement in the future. Staff is concerned that this waiver would jeopardize the actual rezoning petition that the Board of Supervisors would ultimately consider. If revisions to the dimensional requirements is sought, as proposed, staff would be placed in a position to usurp the Board of Supervisors' decision on the various housing types included in the proffer statement. This appears to be inappropriate. The applicant proffers to waive the ordinance requirement that at least 10 percent of the community be for the development of business and industrial uses. This 10 percent provision was placed in the zoning ordinance to assure that the planned residential community development had commercial uses to meet the needs of the community. As staff noted previously, the proffers are unclear as to when the commercial element of the development would come on-line. With the elimination of the minimal 10 percent requirement, any assurances that commercial use will be included in the development are minimized. Under the current zoning ordinance requirement, there would be a requirement for at least 82 acres of commercial use_ This non-residential use could be utilized for services for the community, which could include retail and office uses. Staff encourages the applicant to consider other concepts that would provide assurances that a commercial element would be assured within the development. Additionally, if the applicant feels that a 10% commercial element is too much, it would be appropriate to justify a reduction and provide for a new minimum. Flat out removal of the commercial percentage is inappropriate. The applicant proffers a waiver of the requirement for a minimum of 30 percent common open space within the development. The zoning ordinance currently would enable open space to be utilized for d,dication to the County. Therefore, staff is unclear as to why the waiver is being sought. The applicant should clarify intent. The applicant proffers a waiver from the recreational amenities requirements of the zoning ordinance_ The ordinance enables the recreational units to be "broken into smaller units or added together" to meet the needs of the planned community. Staff believes the ordinance would enable neighborhood parks, as well as, a larger, centrally -located community facility, such as a recreation center. The basis for waiver of this requirement is unclear. Please provide clarification and intent. The applicant proffers a waiver of the internal buffer and screening requirements. Staff believes such requirements are designed to protect the various uses within the community, as well as enable flexibility, as various buffer and screening alternatives are already permitted by ordinance. Staff would strongly discourage a reduction in the Road Efficiency Buffer requirements that would be applicable to the planned major collector road, as noted in Item 16, above. Please provide clarification as to why the waiver is essential to the development. The applicant proffers a waiver to the County's public street requirements for a complete public street system- Please clarify the intention of waiving the public street requirements. Currently, the ordinance would enable the use of private streets within small lot subdivisions. Similarly, if it is the applicant's Page 11 Mr. Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 intention to utilize the private streets within the active adult community, through the implementation of an alley system, it could be so stated in the proffer. However, staff does not believe adequate justification has been made to waive the requirements of public streets throughout the entire project. The applicant proffers a waiver of the Board of Supervisors' review and approval for exceptions to the curb and gutter requirements. Staff believes that a provision should be considered that enables staff to take such requests to the Board in situations where staffbelieves additional guidance from the Board may be appropriate. The applicant proffers a waiver of the requirement to include a non-residential land use in all phases of development. Staff believes that maintaining this requirement is essential to creating a well- balanced community. The non-residential land uses might include not only traditional non-residential uses, but also common open space that should be provided for higher density neighborhoods, such as multi -family developments. The applicant proffers a waiver to the requirements that residential lots front on public streets. As noted above, there are certainly housing types that necessitate exception to the public street requirements, but staff does not believe a waiver of all such public streets and road frontage requirements is appropriate without justification. Please provide additional justification as to why these waivers are necessary and appropriate for the development proposal to be implemented. Understanding that the development is merely in the initial planning stages, the applicant may be hard pressed to raise specific examples of how the waivers would be applied. Conversely, it will be difficult to waive existing county requirements that have been implemented throughout the County, and have been credited for the improvements m function and appearance of our County's more recent development. The applicant has failed to provide justification as to why existing Comprehensive Policy Plan and Zoning Ordinance requirements are inappropriate. Finally, the applicant proffers that future revisions to the development, and any of its associated land use planning documents, would be excepted from addtional review and approval by the Board of Supervisors and, therefore, would be processed administratively. Staff believes, aside from the legal aspects, that it would be inappropriate to remove such broad-based authority from the Board of Supervisors. Such a request would also remove public participation from the development and planning process for a significant portion of the County's future residents and land owners. Staff also has concern with the assertion that once a waiver is administratively granted, then any similar waiver requests would not be necessary. D. Additional Concerns Comprehensive Policy Plan: The Frederick County 2000 Comprehensive Policy Plan designates the subject properties for future industrial land use_ Additionally, the properties are located outside of the Page 12 Mr_ Evan A. Wyatt, AICP Re: Preliminary Comments - Stephenson Village Rezoning Proposal February 5, 2003 Urban Development Area (UDA). While this County document contains many issues and guidelines for planning for the County's future, the two most commonly discussed policies are the land use plan and the UDA management tool. The rezoning petition that is being circulated for preliminary review does not comply with either of these policies_ The initial stage in reviewing a development proposal is to determine if the proposal is consistent with the Comprehensive Policy Plan. The subject proposal does not conform to the Comprehensive Policy Plan. Staff encourages the applicant to seek conformance to the Compreihcnsive Policy Plan prior to seeking the approval of a rezoning petition. 2. The proffers submitted with this preliminary petition address a wide range of development standards, but do not provide much in the arena of detailed community design features and architectural standards. At various public presentations and meetings attended by staff, the applicant stated the intent to provide consistent signage, light standards, and extensive landscaping throughout the planned community. Staff notes that such features are not provided for in an enforceable manner within the proffer statement. Therefore, there are limited assurances and guarantees that the community will contain such characteristics. 3. The output from the County's Capital Facility Fiscal Impact Model is based on the applicant's proposal to include approximately 250,000 square feet of retail and office uses. Provision of such non-residential uses certainly provides additional benefits to the County, and assists to offset the impacts the proposed residence would place on the County. Yet, there are no assurances that such non-residential land uses would be constructed. 4. The proposal does not clearly provide for assurances that if the development were subdivided by land bays and sold to others, that the various land dedications for public uses and community amenities would be realized. Furthermore, provisions for establishing monetary guarantees as assurances that the major collector road, recreation center, and various community -wide trail systems have not been addressed. I appreciate the opportunity to provide comment on the preliminary rezoning petition. As always, please feel free to contact me, should you have any questions or concerns regarding this correspondence_ Sincel ely, f ��,�, CEMC 'Lawrence, AICP Planning Director ERL/rsa/Attacliment - Master Development Plan Expectations cc: John R. Riley, Jr., County Administrator Lawrence R_ Ambrogi, County Attorney Ben Lineberry, Virginia Department of Transportation Rezoning Comment Frederick County Attorney Mail tn- Frederick County Attorney Co. Administration Bldg., Suite 202 107 North Kent Street Winchester, Virginia, 22601 (540)665-6383 Hand deliver to: Frederick County Attorney Co. Administration Bldg., Suite 202 107 North Kent Street Second Floor Winchester, Virginia (540) 665-6383 Applicant: Please fill out the information as accurately as possible in order to assist the County Attorney's office with their review. Attach a copy of your applicationform, location map, proffer statement, impact analysis, and any other pertinent information. Applicant's Name: Greenway Engineering Telephone: 540-662-4185 Mailing Address: 151 Windy Hill Lane Winchester, VA 22602 Location of property: The subject property is located 2,000 feet east of Martinsburg Pike (US Route 11 North) and south of Old Charles Town Road (Route 761) and south of Jordan Springs Road (Route 664) in the Stonewall Magisterial District. Current zoning: RA Zoning requested: R4 Acreage: 821.7± County Attorney's Comments: '.1.�+,fj�� v� Assistant. County Attorney's Signature & Date: Notice to County Attorney —AI/ease Return This Form to the Applicant Rezoning Comments :::.>'!;.i:w:::::::.::.; i:...................fr: r•ii: %:•: r n.: •:: i::. �: v::::. �::.::.:... /fin::::::::. � :.:. :. �:?nr:{:�.::::1.•:./:.:..::.; 1:.::::•::•:: -:::::....:.....:.. /f.:....................... ?.? ?: v::::. /•::. �: v:,f.:.� vv:,/,.:r:.:.:.:....:..•rr :r •f.:f:..; ?.: %.... .:/..... Frederick County Attorney Mail to: Frederick County Attorney Co. Administration Bidg., Suite 202 107 North Kent Street Winchester, Virginia, 22601 (540) 665-6383 Hand deliver to: Frederick County Attorney Co. Administration Bldg.; Suite 202 107 North Kent Street Fourth Floor Winchester, Virginia (540) 665-5651 Applicant's Name: Greenway Engineering Telephone: 540-662-4185 Mailing Address: 151 Windv Hill Lane Winchester, VA 22602 Location of property: The subject ro ert is located 2,000 feet east of MartinsburgPike US Route 11 North and south of Old Charles Town Road Route 761 and south of Jordan Spring s Road Route 664 in the Stonewall Magisterial District. Current zoning: RA Zoning requested: R4 Acreage: 821.7± rAssistant torney's Comments: / % , rd .��' rGr "]`� fit M ounty Attorney's Signature & Date: Notice to County Attorney — Please Return This Form to the Applicant Rezoning Comments Virginia Department of Transportation Mail to: Virginia Department of Transportation Attn: Resident Engineer 14031 Old Valley Pike Edinburg, Virginia 22824 (540) 984-5600 Hand deliver to: Virginia Department of Transportation Attn: Resident Engineer 1550 Commerce Street Winchester, Virginia Applicant: Please fill out the information as accurately as possible in order to assist the Virginia Department of Transportation with their review. Attach 3 copies of your application form, location map, proffer statement, impact analysis, and any other pertinent information. Applicant's Name: Greenway Engineering Telephone: 540-662-4185 Mailing Address: 151 Windy Hill Lane Winchester, VA 22602 Location of property: The subject property is located 2,000 feet east of Martinsburg Pike S Route 11 North, and south of Old Charles Town Road(Route 761. and south of Jordan Springs Road Route 664 in the Stonewall Magisterial District. Current zoning: RA Zoning requested: R4 Acreage: 825+ Acres Virginia Department of Transportation Comments: See attached VDOT comments dated February 21, 2003, VDOT Signature & Date: 0 2121 / 0 3 Transportation�istE�antt- Resident Engineer Notice to VDOT -- Please Return This Form to the Applicant COMMONWEALTH of VIRGINIA DEPARTMENT OF TRANSPORTATION EDINBURG RESIDENCY Philip A. Shucet 14031 OLD VALLEY PIKE COMMISSIONER EDINBURG, VA 22824 February 21, 2003 VDOT Comments to Stephenson Village Rezoning Proposal Applicant: Greenway Engineering JERRYA. COPP RESIDENT ENGINEER TEL(540)984-5600 FAX(540)984-5607 The documentation within the application to rezone this property appears to have a significant measurable impact on Route 11, Martinsburg Pike; Route 761, Old Charles Town Road; and Route 664, Jordan Springs Road. Routes are the VDOT roadways which have been considered as the access to the property referenced. The proposed proffers dated January 8, 2003, revised February 14, 2003, and as proposed in phone conversations and email dated February 20, 2003 adequately address transportation concerns on Route 11 and Route 761, Old Charles Town Road. In addition, Milburn Road should be reviewed to confirm the current configuration should remain the same or be cut off to prevent cut through traffic. The revised proffer does not fully address this issue. This issue can be addressed at site plan review. Before development, this office will require a complete set of construction plans detailing entrance designs, drainage features, and traffic flow data from the I.T.E. Trip Generation Manual, Sixth Edition for review. VDOT reserves the right to comment on all right-of-way needs, including right-of-way dedications, traffic signalization, and off- site roadway improvements and drainage. Any work performed on the State's right-of- way must be covered under a land use permit. This permit is issued by this office and requires an inspection fee and surety bond coverage. Thank you for allowing us the opportunity to comment. OF? F i c Ben H. Lineberry, Jr., P.#00" -'— Transportation . Transportation Assistant Resident Engineer VirginiaDOT.org WE KEEP VIRGINIA MOVING Rezoning Comments .. ro::::::.::::: :v::::::w:::.::tri: ; ............. •rr:.::•ry:F;.!•i?:•:i?:!!Si:!h: f!N.l::::.y.;�x:..::::.: {!:::: r:::: :..:::: :•::: ::::: ::: xr. "' ri�i•!tgh:: •.: �;:::::.. �:::::::::.:.............r::::::::::'.�:�� is i:•:•'fh%!•� ii'!!i-::.... r... ..:..................... F.: n..rr .... /... %�f. F.: •. Winchester Regional Airport Mail to: Winchester Regional Airport Attn: Executive Director 491 Airport Road Winchester, Virginia 22602 (540) 662-2422 Hand deliver to: Winchester Regional Airport Attn: Executive Director 491 Airport Road (Rt. 645, off of Rt. 522 South) Winchester, Virginia Applicant's Name: Greenway Engineering Telephone: 540-662-4185 Mailing Address: 1.51 Windy Hill Lane Winchester, VA 22602 Location of property: The subject property is located 2,000 feet east of Martinsburg Pike (US Route 11 North) and south of Old Charles Town Road (Route 761) and south of Jordan Springs Road (Route 664) in the Stonewall Magisterial District Current zoning: RA Zoning requested: R4 Acreage: 825± Acres Winchester Regional Airport's Comments: szse 49 �-&CI kf C _� Winchester Regional Airport's Signature & Date: -�2-I1D- Notice to Winchester Regional Airport — Please Return This Form to the Applicant FEB 14 10. o L WINCHESTER REGIONAL AIRPORT SERVING THE TOP OF VIRGINIA gU1'HOR�y February 12, 2003 Evan Wyatt, Planner Greenway Engineering 151 Windy Hill Lane Winchester, Virginia 22602 491 AIRPORT ROAD WINCHESTER, VIRGINIA 22602 (540) 662-2422 Re: Rezoning Comments Stephenson Village Rezoning Stonewall Magisterial District Dear Mr. Wyatt: The above referenced proposal has been reviewed and it appears that the proposed site plan will not have an impact on operations at the Winchester Regional Airport as the proposed development lies within the airport's airspace it does fall outside of the airport's Part 77 surface. The Airport does request the opportunity to comment on future construction of commercial buildings or communication towers to ensure compatibility with Airport surfaces/operations. Thank you for your cooperation and consideration in the continuing safe operations of the Winchester Regional Airport. Sincerely, Serena R. Manuel Executive Director Rezoning Comments Frederick County Sanitation Authority Mail to: Frederick County Sanitation Authority Attn: Engineer P.O. Box 1877 Winchester, Virginia, 22601 (540) 665-1061 Applicant's Name: Greenway Enaineerin� Mailing Address: Location of property: 151 Windy Hill Lane Winchester, VA 22602 Hand deliver to: Frederick County Sanitation Authority Attn: Engineer 315 Tasker Road Stephens City, Virginia Koute 11 worth) and south of Uld Charles Town Road Road (Route 664) in the Stonewall Magisterial District Current zoning: RA Zoning requested: R4 ISanitation Authority Continents: Sanatation Authority Signature & Notice to Sanitation Au Telephone: 540-662-4185 Uju 1) and south of J Acreage: 825± Acres m 0 See Revised Statement February 12, 2003 (attacbed). W. H.Jones,-P.E. 2-12-03 Rezoning Comments - REVISED 2-12-03 Sanitation Authority Comments: Page 2 of 2 Capacity in the existing sewer lines; especially the Frederick -Winchester Service Authority Abram Creek Trunk Main, is limited. While the majority of the flow generated by the project may be within the capacity of the existing lines, it is prudent to have a pump station built sometime during this development to transmit sewage directly to the Opequon Water Reclamation Facility. Gravity lines will need to be sized to convey sewage from areas in the watershed outside the development and from the SWSA in the Clearbrook/Rest area. Comments Frederick —Winchester Service Authority Mail to: Fred-Winc Service Authority Attn: Jesse W. Moffett, Executive Director P.O. Box 43 Winchester, Virginia 22604 (540) 722-3579 Hand deliver to: Fred-Winc Service Authority Attn: Jesse W. Moffett 107 North Kent Street Winchester, Virginia Applicant's Name: Greenway Engineering Telephone: 540-662-4185 Mailing Address: 151 Windy Hill Lane Winchester, VA 22602 Location of property: The subject property is located 2,000 feet east of Martinsburg Pike (US Route 11 North) and south of Old Charles Town Road (Route 761) and south of Jordan Springs Road Route 664) in the Stonewall Magisterial District Current zoning: RA Zoning requested: R4 Acreage: 825± Acres Fred -Wine 5ervice Authority's Comments: lot Mesta W. w. Fred- Winc Service Authority's s Signature & Date: -Al- � JIAIX r Notice to Fred -Wine Service Authority - Please Return This Form to the Applicant qD LF.� n fE8 1 32003 Memo To: Evan A. Wyatt — Greenway Engineer, From: Jesse W. Moffett — Executive Director Date: February 12, 2003 Re: Stephenson Village Rezoning Request Please accept the following comments regarding the rezoning application made for the Stephenson Village Planned Community. Based on the number of residential units and planned commercial development adequate capacity is available at the Opequon Water Reclamation Facility to accommodate the projected flows of this development. Conceptual plans diverting flows from this development and other developments noted below are being evaluated. Under those conceptual plans the proposed pumping station and main collector lines within the Stephenson Village could be ultimately utilized to collect and convey wastewater flows from Stephenson Village, Northeast Corridor and other development to the Opequon facility. This would contribute to eliminating capacity concerns foreseen in the Abrams Creek Interceptor. I would recommend that the applicant be asked to provide an adequately sized pumping station site as agreed with the Frederick County Sanitation Authority, that would accommodate expansion of the station to serve ultimately as a regional pumping facility. I would project that this facility would be in the capacity range of 3 MGD. In addition, I would request of the applicant a commitment to construct the main on-site collector of the collection system of adequate size and appropriate routing to allow future extension of the collection system to off-site development. 0 Page 1 February 11, 2003 Mr. Evan Wyatt Greenway Engineering 151 Windy Hill Lane Winchester, Virginia 22602 RE: Stephenson Village Rezoning Frederick County, Virginia Dear Evan: COUNTY of FREDERICK Department of Public Works 540/665-5643 FAX: 540/678-0682 We have completed our review of the proposed rezoning application for the Stephenson Village Residential Planned Community. Documents furnished for our review included an impact analysis and proffer statement prepared by Greenway Engineering and a phased traffic impact analysis prepared by Patton Harris Rust and Associates. All of our comments and concerns related to transportation issues have been coordinated with the planning department for their incorporation in their review to avoid duplications and/or contradictions. The following comments reflect our concerns related to the proposed rezoning as portrayed in the documents prepared by Greenway Engineering: 1) Refer to Site Suitability, Construction Concerns. The phrase "depth of shale" should be corrected to read "depth to shale." The residual soils overlying the weathered shale bedrock typically average 30 inches in thickness. 2) Refer to Drainage. We applaud the applicant's willingness to implement best management practices (B.M.P.) throughout the site. In conjunction with the implementation of these facilities, the analysis needs to address who will be responsible for maintaining these facilities. B.M.P. facilities normally require periodic maintenance to insure their continual performance. 3) Refer to Solid Waste Disposal. The analysis of the solid waste generation for the project build -out has projected a rate of 16, 270 cubic yards per year. This number cannot be compared to our current or projected total capacity. Instead, this rate should be compared to our current annual disposal volume of 275,000 cubic yards recorded in 2002. Using this approach would indicate that the project would yield approximately six (6) percent of the waste stream as measured by volume. 107 North Kent Street • Winchester, Virginia 22601-5000 Stephenson Village Rezoning Comments Page 2 February 11, 2003 4) Refer to Solid. Waste Disposal. We applaud the applicant's commitment to utilizing curbside trash collection for residential and commercial development. This approach will certainly minimize the impact on our current trash collection methods. However, we are somewhat skeptical of assigning the responsibility of curbside trash collection to a homeowners association or multiple associations as referenced in the proffer statement under trash collection. The applicant needs to explain how this requirement can be legally and successfully assigned to the homeowners associations without county intervention. 5) Under the Creation of Homeowners Associations within the Proffer Statement, the additional responsibilities should be expanded to include curbside trash collection and the maintenance of stormwater facilities (i.e., B.M.P., storm drains, etc.) Our final approval will be contingent upon our receipt and review of the revised documents. Sincerely, Harvey . Strawsnyder, Jr., P.E. Director of Public Works HCS/rls cc: Frederick County Planning and Zoning file C:AC0rel\NNI0rd1'ertect\IZ}hondaAstephensom'illcom.ii.pd Rezoning Comments Frederick County Fire Marshal Mail to: Frederick County Fire Marshall Attn: County Planner 107 North Kent Street Winchester, Virginia, 22601 (540) 665-6350 Hand deliver to: Frederick County Fire & Rescue Dept. Attn: Fire Marshal County Administration Bldg., 0 Floor 107 North Kent Street Winchester, Virginia Applicant: Please fill out the information as accurately as possible in order to assist the Frederick County Fire Marshall with their review. Attach a copy of your application form, location map, proffer statement, impact analysis, and any other pertinent information. Applicant's Name: Greenway Engineering Telephone: 540-662-4185 Mailing Address: 151 Windy Hill Lane Winchester, VA 22602 Location of property: The subject property is located 2,000 feet east of Martinsburg Pike (US Route 11 North) and south of Old Charles Town Road (Route 761) and south of Jordan Springs Road (Route 664) in the Stonewall Magisterial District. Current zoning: RA Zoning requested: R4 Acreage: 821.7 +/- Acres Fire Marshal's Comments: Fire Marshal's Signature & Daten_ Notice to Fire Marshal C — Please Return This Form to the Applicant 4 CG( MAR 2003 Control number Date received RZ03-0001 R 3/7/2003 Project Name Stephenson Village Address 151 Windy Hill Lane Type Application Rezoning Current Zoning RA Automatic Sprinkler System Yes Other recommendation Emergency Vehicle Access Adequate Siamese Location Not Identified Emergency Vehicle Access Comments Access Comments Additional Comments C'ounly Firs and Rescue rl.e ,,. partntent OVNce of 0 -re Pre Marshal Pi:,.n Rev-evv and Comm--nj,-, Date reviewed Date Revised 3/1312003 3/5/2003 Applicant Greenway Engineering City State Zip Winchester VA 22602 Tax ID Number Fire District 44 -A -31,31A,292 13 Recommendations Automatic Fire Alarm System Yes Hydrant Location Adequate Roadway/Aisfeway Width Adequate Applicant Phone 540-662A185 Rescue District 13 Election District Stonewall Residential Sprinkler System Yes Fire Lane Required Yes Special Hazards No Plan Approval Recommended Reviewed By Signature - \ Yes Timothy L. Welsh - Title GREENWAY ENGINEERING 151 Windy Hill Lane Winchester, Virginia 22602 Founded in 1971 February 26, 2003 Frederick County Department of Planning and Development 107 North Kent Street Winchester, VA 22601 Attn: Chris Mohn, Deputy Planning Director Re: Stephenson Village - Clearbrook Fire Department Comments This letter is to document and confirm that the Fire Chief of the Clearbrook Fire Department, Chief Tommy Price, has received the rezoning application and information for Stephenson Village and has acquiesced his written comments to the Frederick County Fire Marshall's office. Therefore, Chief Price will not be issuing a written comment to you as part of the formal application process. By way of this letter and Cc: to Chief Price, let this letter serve as documentation of his concurrence. Should you need additional information, feel free to contact me at your earliest convenience. Sincerely, Green ay Engine ' g Mark D. Smith, P.E., L.S. President Cc. Chief Tommy Price — Clearbrook Fire Department Evan Wyatt, AICP - Greenway Engineering Engineers Surveyors File #2760C/MDS/d1s Telephone 540-662-4185 FAX 540-722-9525 www-greenwayeng.com ski 02/26/2003 16:24 5406621660 PRICES OPE INC PAGE 01 FES -26-09 14:60 FROM-GREENWAY M INEERING P.C. 6407229628 r-149 P-002/002 F-269 I GRMWAY FAGN RR 11 -C�o7 131 Windy ! illi :tne Wtneliatr� tiegu�in 22602 t Foamed fn 19n j Fctwuary 26, 2003 Frederick County Departracni or Plaaaing and Development 107 North Kent Sircet Winchester, VA 22607. Atttts Chris Malin, Dcputy Planning Director Re; Stephenson Village - Clearbrook Fire Department Comments This letter i9 to document and confirm that the lire Chief of the Clearbrook Fire 7Jcparltoent. Chia Tommy Price, ha.s mccived the rczonink application and information for Stephcason Village and b" acquiesced his written cote zts to the Frederick County tyre Marshall's office- Theraforc, Chief Price twill not bit !sluing a written comment to you es part of the formal application process. BY way of this Iettcr and Cc. to Cbicf Prieo, let this letter serve as doeumectatfon of his c:oncurrettce. Should you need additional information, feel tree to contact me at your earliest conveulance. Slacerely, Cir a ey Engine Mark D. Smitb., P.E., I...S. President s� ��, Cc. Chief Tommy !"rice - Clearbrook Fire Department Evan Wyatt, AICP - Greenway Englnecrio$ Entinmro 5vrvc)rrs Ttkphene 540-662.4105 FAX 540-722-9528 FUe N37�OC/MUSldh www.greenwiycnr.corq Rezoning Comments ....i::::::: ::: :.::::..:::.:v:::. i::..�::..;::::.w:::.:::::::::::::n �:iiii:.ii:-i:•:%f :v: i:::::::.'I.r.%:: n:x �::::::::::::::: :v::::.v,.r:.:� ::::•.::� •::•: v::: ::: --... ....... .. ...... .... . ........ :.:':. �::.�:::::.: �::::::::::::::::: ..:: -:. �...:::::: .... ;/ .::::::::::. �: r:::: •ii}iii::: rl..is3:•:...../.-ih'-i:•:::::v...:.:... ...........................:.......:.... :... .:........:n, n.........:.+.:. J... r... r../.::::i::n.. n..n.....:.. n..:......... +:......:r.+.:I.. n:......:. /l.iif:•i:.::.. rv. Frederick County Department of Parks & Recreation Mail to: Frederick County Department of Parks & Recreation 107 North Kent Street Winchester, Virginia, 22601 (540) 6655678 Hand deliver to: Frederick County Department of Parks & Recreation County Administration Bldg., 2nd Floor 107 North Kent Street Winchester, Virginia Applicant's Name: Greenway Engineering, Telephone: 540-662-4185 Mailing Address: 151 Windy Hill Lane Winchester, VA 22602 Location of property: The sub'ect property is located 2,000 feet east of MartinsburgPike US Route 11 North) and south of Old Charles Town Road (Route 761) and south of Jordan Springs Road (Route 664) in the Stonewall Magisterial District Current zoning: RA Zoning requested: R4 Acreage: 825± Acres Department of Parks & Recreation Comments: Please see attached. Pks. & Rec. Signature &Date: ! Notice to Department of Park s& Recreation — Please Return This Form to the Applicant STEPHENSON VILLAGE COMMENTS • The recreational facilities within the restricted active adult housing area are not accessible to the general population and, therefore, have not been recognized as recreational units. • The completion of the six lane 25 -meter pool/aquatic center, the hard surface trail system throughout the development, and the assortment of smaller recreational units included in the proffer statement, would appear to meet the monetary requirements for recreational units. However, because the Clearbrook Park pool has the capacity to accommodate the additional load that would be created by this development, other amenities may be considered in lieu of the 25 -meter pool. • The land occupied by these recreational units, along with the 17.5 acres offered for the development of athletic fields, would appear to be approximately the same acreage required to install recreational units traditionally approved by the county. Therefore, the recreational areas provided are not necessarily greater than would be expected by current ordinances. • The Parks and Recreation Department is recommending that all linear trails be asphalt or concrete, be a minimum of eight feet in width and meet the specifications used by this department for the construction of trails throughout the county. An exception to this standard would be when a four -foot trail on each side of the road is provided within the right-of-way of a roadway. Also, the development of linear trails is referred to throughout the proffer statement; however, there does not appear to be a commitment to the number of linear feet to be included in the trail system. Staff recommends that a trail system plan be required as part of the proffer statement so that an evaluation of its appropriateness can be completed. • The department is asking that there be a clarification of the developers intent regarding the storing and stockpiling on, or borrowing of soil from the 17.5 acre park site. The county would not want to be le -ft with undesirable material on the site to be removed or have desirable material taken from the site and be left with less desirable material. • Because the Clearbrook Park pool currently operates below capacity, the inclusion of the 25 -meter pool in the Stephenson Village development will result in a negative impact on our pool operation. An outdoor pool does not appear in our capital improvement plan because, at the present time, the need does not exist. As a result of these 2,800 housing units having access to their own aquatic facility, we will not realize an increase in revenue for swim lessons, admissions, pool rentals, concessions, or swim team participants. Because outdoor pools are not identified as a recreational need, this facility development will not reduce the impact Stephenson Village will have on the capital needs of the Parks and Recreation Department. • The Parks and Recreation Department does not believe the 17.5 acre park land to be adequate to comfortably accommodate the twelve athletic fields and support facilities needed to serve the end users. • In addition to what has been proposed in the proffer statement, and taking into account the comments that have been provided by the Parks and Recreation Department, staff would recommend that consideration be given to having the developer complete the construction of the athletic fields and support facilities planned for the 17.5 acre park land site. Staff notes that the monetary contributions offered do not adequately address the projections identified by the capital facilities fiscal impact model. Staff recognizes the amenities proffered, but, as noted above, feels that the offerings addressed in the proffer statement related to county ordinance requirements. January 27, 2003 Mark Smith, P.E., L.S., President Greenway Engineering 151 Windy Hill Lane 'W'incliesier, Virginia 2260 RE: Stephenson Village Rezoning Proposal Dear Mr. Smith: COUNTY of FREDERICK Department of Planning and Development 540/665-5651 FAX: 540/665-6395 The Frederick County Historic Resources Advisory Board (HRAB) considered the referenced proposal during their meeting of January 21, 2003. The HRAB reviewed information associated with the 1992 National Park Service Study of Civil War Sites in the Shenandoah Valley, the Frederick County -Winchester Battlefield Network Plan, Frederick County Rural Landmarks Survey Report, and information provided by the applicant. Historic Resources Advisory Board (HRAB) Comment The 825 acres proposed for rezoning from the RA (Rural Areas) District to the R4 (Residential Planned Community) District is included within the battlefield study area as identified in the Study of Civil War Sites in the Shenandoah Valley. Located adjacent to the subject property is core battlefield land of the Battle of Stephenson Depot. Located on the property to be rezoned is the Samuel Byers House that is listed as potentially significant in the Rural Landmarks Survey Report. Located adjacent to the property proposed for rezoning are the Helm McCann House, Milburn i ilap; l �;nu �ctt_eiery . and ilio .i orlon Springy li'o"tni vi nick are ate i'dentihed as potentially significant in the Rural Landmarks Survey Report. There were no adverse comments by the HRAB regarding this rezoning application. The HRAB suggests consideration of the following with this application: Locate the proposed major collector road on the northeastern portion of the preservation tract so that the parcel remains intact. The HRAB is concerned that the proposed road could bisect the property in a manner that is detrimental to preservation and interpretation of the property. Provide minimum authentic landscaping along the proposed major collector road without elements that may give a false sense of history. 107 North Kent Street • Winchester, Virginia 22601-5000 Page 2 Mark Smith, P.E., L.S., President, Greenway Engineering Re: Stephenson Village Rezoning Proposal January 27, 2003 • The HRAB has concerns regarding how the preserved parcel will be interpreted; it was suggested that an interpretative plan is appropriate. • Consider conducting archeology studies on the property and implement measures to ensure that any artifacts found are properly inventoried and preserved. • Consideration should be given to preserving the Sam Byers house on a large parcel of land. Please contact me if you have questions regarding this comment from the HRAB. Sincerely, at�c' 4rja,& Rebecca A. Ragsdale Planner I RARIsce Et U:\COMMITTEES\HRAB\Commentsc2003\StephensonVillage.a-pd 'INN JAN 2 9 Frederick Administrative Assistant to the Superintendent County Public Schools March 20, 2003 Evan Wyatt Greenway Engineering 151 Windy Hill Lane Winchester, VA 22602 RE.- Stephenson Village Rezoning Dear Mr. Wyatt: Al Orndorff omdorfa@frederick.k12.va.us This letter is in response to your request for comments concerning the rezoning application for the proposed Stephenson Village project. Based on the information provided, and using Frederick County's Fiscal Impact Model, it is anticipated that the proposed 1001 single family homes, 638 townhouses, and 479 condominium homes will yield 260 high school students, 236 middle school students, and 660 elementary school students for a total of 1,156 new students upon build -out - Based on the Frederick County Fiscal Impact Model, the land and cash proffers meet the recommended levels. It is also noted that, in addition to the land and cash proffers, financial adjustments will be made, based on the consumer price index and additional proffer payments, if the project exceeds the proffered limit of sixty students annually. Significant residential growth in Frederick County has resulted in the schools serving this area having student enrollments nearing or exceeding their practical capacity. The cumulative impact of this project and others of similar nature, coupled with the number of approved, undeveloped residential lots in the area, will necessitate the future construction of new school facilities to accommodate increased student enrollments. The impact of this rezoning on current and future school needs should be considered during the approval process. Respectfully Yours, Al Orndorff Administrative sistant to the Superintendent Copy: William C. Dean Ph. D., Superintendent of Schools Robert W. Cleaver, Assistant Superintendent for Administration 1415 Amherst Street www.frederick.02-va.us 540-662-3889 ext. 112 P.O. Box 3508 540-545-2439 Winchester, Virginia 22604-2546 540-662-3890 fax RUN DATE: 3/19/2003 PAYMENTS BY MAP NUMBER PAGE: 2 *: Denotes information retrieved from the Cleared file. PAGE: 1 TAX PAYER T R TICKET # NUMB. DEPT T R TICKET # NUMB. A TYPE N S A C T DATE I 0 N DRAWER AMOUNT RUNNING BALANCE MAP NUMBER: 44 A 293 SHOCKEY/DULLES, LC SHOCKEY/DULLES, LC RE2002 NO. CHECK NUMBER MAP NUMBER: 44 A 31 88.65CR LBX BB&T-FM 317202 6657-0001 96032 RE2002 30006-0002 5366 PAY CRIDER & SHOCKEY, CRIDER & SHOCKEY, INC OF WV INC OF WV RE2002 RE2002 6661-0001 96032 6661-0002 PAY 2002/06/11 264.98CR LBX BB&T-FM 317201 2,101.24CR 5365 PAY 2002/12/06 264.98CR AFW FM 328689 RUN DATE: 3/19/2003 *: PAYMENTS BY MAP NUMBER PAGE: 2 Denotes information retrieved from the Cleared file. from the Cleared file. TAX PAYER DEPT T R TICKET # NUMB. A N TYPE S A C T DATE I 0 N DRAWER AMOUNT NO. CHECK NUMBER MAP NUMBER: 44 A 31A I 0 N DRAWER AMOUNT NO. CHECK NUMBER RUNNING BALANCE MAP NUMBER: 44 A 293 SHOCKEY/DULLES, LC SHOCKEY/DULLES, LC RE2002 30006-0001 97062 PAY 2002/06/12 88.65CR LBX BB&T-FM 317202 6657-0001 96032 RE2002 30006-0002 5366 PAY 2002/12/06 88.65CR AFW FM 328692 RUN DATE: 3/19/2003 *: PAYMENTS BY MAP NUMBER PAGE: 3 Denotes information retrieved from the Cleared file. from the Cleared file. TAX PAYER DEPT T R TICKET # NUMB. A TYPE N S A C T DATE I 0 N DRAWER AMOUNT NO. CHECK NUMBER MAP NUMBER: 44 A 292 I 0 N DRAWER AMOUNT NO. CHECK NUMBER RUNNING BALANCE MAP NUMBER: 44 A 293 CRIDER & SHOCKEY OF WVA CRIDER & SHOCKEY OF WVA RE2002 RE2002 6658-0001 96032 6658-0002 PAY 2002/06/11 581.56CR LBX BB&T-FM 317201 6657-0001 96032 PAY 5365 PAY 2002/12/06 581.56CR AFW FM 328689 RUNNING BALANCE 264.98CR 529.96CR RUNNING BALANCE 618.61CR 707.26CR RUNNING BALANCE 1,288.82CR 1,870.38CR RUN DATE: 3/19/2003 PAYMENTS BY MAP NUMBER PAGE: 4 *: Denotes information retrieved from the Cleared file. TAX PAYER DEPT T R TICKET # NUMB. A TYPE N S A C T DATE I 0 N DRAWER AMOUNT NO. CHECK NUMBER RUNNING BALANCE MAP NUMBER: 44 A 293 CRIDER & SHOCKEY INC OF WVA CRIDER & SHOCKEY INC OF WVA RE2002 6657-0001 96032 PAY 2002/06/11 115.43CR LBX BB&T-FM 317201 1,985.81CR RE2002 6657-0002 5365 PAY 2002/12/06 115.43CR AFW FM 328689 2,101.24CR 030005765 Exemption pursuant \ to Virginia Code Section THIS DEED, made and entered into on this the+� day of March , 2003, by and between SHOCKEY/DULLES, L.C., a Virginia limited liability company, party of the first part, GRANTOR, and STEPHENSON ASSOCIATES L.C., a Virginia limited liability company, P.O. Box 2530, Winchester, Virginia 22604, party of the second part, GRANTEE; WITNESSETH: That for and in consideration of the sum of Ten Dollars ($10.00), cash in hand paid, and other good and valuable consideration, the receipt of which is hereby acknowledged, the party of the first part does hereby grant and convey, with covenants of General Warranty of Title, unto the party of the second part, all of that certain lot or parcel of land more particularly described as follows: All that certain tract or parcel of land, together with all the rights, rights of way, privileges and appurtenances thereto belonging, containing 184.2477 acres, more or less, fronting on the East side of Route 661 just Northwest of Winchester in Stonewall Magisterial District of Frederick County, Virginia, and being more particularly described by plat prepared by P. Duane Brown, C.L.S., dated October 20, 1987, of record in the Clerk's Office of the Circuit Court of Frederick County, Virginia, in Deed Book 663 at Page 676; and being the same property conveyed to Shockey /Dulles, L.C., a Virginia limited liability company as assignee of John P. Good, Jr., by deed dated executed December 20, 1995, by John Driggs, Managing General Partner and Joint Venturer of JJJA Associates, a Virginia general partnership/joint venture, said deed being of record in the aforesaid Clerk's Office in Deed Book 851 at Page 848. This conveyance is subject to restrictive covenants, easements, conditions, restrictions, and rights-of-way of record affecting the aforesaid realty. This document prepared by: Tax Parcel Numbers:' LAWSON AND SILEK, P.L.C. 160 Exeter Drive, Suite 103 Winchester, VA 22603 WITNESS the following signature and seal: SHOCKEY/DULLES, L.C., a Virginia limited 'liability company i By: o L onald Shockey, fr. Its: Manager COMMONWEALTH OF VIRGINIA AT LARGE COUNTY OF FREDERICK, to -wit: The foregoing instrument was sworn to, signed and acknowledged before me this /9 0 - day of March, 2003, by J. Donald Shockey, Jr. the Manager of SHOCKEY/DULLES, L.C., a Virginia limited liability company, on behalf of the limited liability company. My Commission expires: �� i -'16, PREPARED WITHOUT BENEFIT OF TITLE EXAMINATION BY AND RETURN TO: Thomas Moore Lawson Attorney at Law Lawson and Silek, P.L.C. P. O. Box 2740 Winchester, VA 22604 /Notary Public VIRGINIA: FREDERICK COUNTY, sCT. This instruFnent of writng wns produced to me on and with certificate of acknowledgement thereto annzxed was admitted to record. T imposed by Sec. 58.1-802 of �4'42 ' , toaad 58.1-801 have been paid, if assessable 2 030005,166 Exemption pursuant to Virginia Code Section THIS DEED, made and entered into on this the AP` day of March, 2003, by and between CRIDER & SHOCKEY INC. of WEST VIRGINIA, a West Virginia corporation, party of the first part, GRANTOR, and STEPHENSON ASSOCIATES, L.0 , a Virginia limited liability company, P.O. Box 2530, Winchester, Virginia 22604, party of the second part, GRANTEE; WITNESSETH: That for and in consideration of the sum of Ten Dollars ($10.00), cash in hand paid, and other good and valuable consideration, the receipt of which is hereby acknowledged, the party of the first part does hereby grant and convey, with covenants of Special Warranty of Title, unto the party of the second part, all of that certain lot or parcel of land more particularly described as follows: A. MCKEE TRACTS TRACT ONE- All of that certain tract of land, containing 200 Acres, more or less, lying South of and adjacent to TRACT TWO hereinbelow described, and just South of Highways 761 and 664 in Stonewall Magisterial District of Frederick County, Virginia, and being the same property conveyed to Mae V. Bailey and O.R. Bailey, her husband, as joint tenants with the right to survivorship, by Herbert S. Larrick, Special Commissioner, by Deed dated June 24, 1947, and recorded in the Clerk's Office of the Circuit Court of Frederick County, Virginia, in Deed Book 200, at Page 581; and also by Deed in Lieu of Foreclosure dated October 21, 1994, from JJJA Associates, A Virginia General Partnership, of record in the aforesaid Clerk's Office in Deed Book 829, at Page 456. Upon the death of O.R. Bailey in 1962, Mae V. Bailey, as the surviving tenant, became the sole owner of the property. TRACT TWO- All of that certain tract of land, containing 259 acres, more or less, fronting on the South side of Highways 761 and 664; LESS AND EXCEPT that certain .918 Acre parcel and a non-exclusive easement of right of way across the adjacent existing land to the Old Charlestown Road (Virginia Route 761) This document prepared by: LAWSON AND SILEK, P.L.C. 160 Exeter Drive, Suite 103 Winchester, VA 22603 reserved by the Grantors herein, as shown more particularly described in the attached Boundary Line Adjustment of the land of Anna B. McKee, dated September 11, 1996, by Mark D. Smith, Land Surveyor, and being all of the remaining property conveyed to Mae V. Bailey and Ora R. Bailey, her husband, as joint tenants with the right of survivorship, by Deed dated November 6, 1947 and recorded in the Clerk's Office of the Circuit Court of Frederick County, Virginia, in Deed Book 203, at Page 32. Upon the death of Ora R. Bailey in 1962, Mae V. Bailey, as the surviving tenant, became the sole owner of said C property. (The original property was 310 Acres from which approximately 56 off conveyances have been made.) N Mae V. Bailey died testate of March 20, 1996, and by her Will, of record in the Clerk's Office of the Circuit Court of Frederick County in Will Book 108 at Page 968, she devised these two parcels to her daughter, Anna B. McKee. Anna B. McKee was duly qualified as the Executrix of the Estate of Mae V. Bailey by Order entered March 28, 1996, of record in the aforesaid Clerk's Office in Will Book 108, at Page 969. It being the same property conveyed to Crider & Shockey, Inc. of West Virginia by deed dated September 27, 1996 from Anna B. McKee, Executor under the Will of Mae V. Bailey, Deceased, and Anna B. McKee and recorded in the Circuit Court of Frederick County, Virginia in Deed Book 866, at Page 1281. B. McCANN (.7315 acres) All that certain lot of land, containing .7315 Acres, lying in Stonewall Magisterial District of Frederick County, Virginia, on South side of Old Charles Town Road (Virginia Route 761) and on West side of Milburn Road, on East side of C.S.X. Railroad property and on North side by property owned by McCann Land Trust, shown as Parcel B on sketch dated September 21, 2000 attached to Instrument No. 000010521, in Deed Book 977 at Page 1330 as Exhibit A and more particularly described by a plat prepared by Mark D. Smith, Land Surveyor, dated October 2, 2000, attached to and by this reference made a part hereof, and being the same property conveyed to Harry L. McCann by deed recorded in the Clerk's Office of the Circuit Court of Frederick County, Virginia in Deed Book 91, at Page 173. It being the same property conveyed to Crider & Shockey, Inc. of West Virginia by deed dated September 29, 2000 from N. K. Benham, III, Trustee of the McCann Land Trust and recorded in the Clerk's Office of the Circuit Court of Frederick County on October 4, 2000, as Instrument No. 000010521 in Deed Book 977 at page 1330. 2 C. McCANN TRACTS PARCEL ONE- All of that certain tract of land, containing 273.2421 Acres, more or less, lying in Stonewall Magisterial District of Frederick. County, Virginia, more particularly described on the attached plat prepared by Mark D. Smith, L.S., dated September 22, 2000, lying East of Milburn Road or the centerline of same, as the case may be, South of Rote 761, West of property owned by the Grantee and North of property owned by Shockey/Dulles, L.C.; and being a portion of "Tract Two" and all of "Tract Three" conveyed to the Grantor c herein by deed dated July 10, 1988 and recorded in the Clerk's Office of the Circuit Court of Frederick County, Virginia in Deed Book 67, at Page 137. C J PARCEL TWO- All of that certain tract of land, containing 40.1062 Acres, more or less, lying in Stonewall Magisterial District of Frederick County, Virginia, more particularly described on the Final Plat for Major Rural Subdivision of the land of Crider & Shockey, Inc. of West Virginia prepared by Mark D. Smith, L.S., dated May 10, 2002 and recorded in the Clerk's Office of the Circuit Court of Frederick County on July 17, 2002 as instrument number OZoa 11,23.z, It being the same property conveyed to Crider & Shockey, Inc. of West Virginia by deed dated October 2, 2000, from H.K. Benham, III, Trustee of the McCann Land Trust and recorded in the Clerk's Office of the Circuit Couri of Frederick County on October 4, 2000 as Instrument No. 000010522 in Deed Book 977 at Page 1335. This conveyance is subject to restrictive covenants, easements, conditions, restrictions, and rights-of-way of record affecting the aforesaid realty. WITNESS the following signature and seal: CRIDER & SHOCKEY, INC. of WES VIRGINIA, a West Virginia corporation (SEAL) J�orfald Shockey, Jr. tI s President 3 COMMONWEALTH OF VIRGINIA AT LARGE COUNTY OF FREDERICK, TO -WIT: The foregoing instrument was acknowledged before me thisCo _ day of March, 2003, by r`J J. Donald Shockey, Jr. who is the President of Crider & Shockey, Inc. of West Virginia, a West '''3 Virginia corporation, on behalf of said corporation. _.7 ., Not ublic My commission expires: w PREPARED WITHOUT BENEFIT OF TITLE EXAMINATION BY AND RETURN TO: Thomas Moore Lawson Attorney at Law Lawson and Silek, P.L.C. P. O. Box 2740 Winchester, VA 22604 TAX PARCELS: THIS IS A NO CONSIDERATION CONVEYANCE UNDER VA CODE SECTION VIRGINIA: FREDERICK COUNTY, SCT. This instrument of writaag wn pvDhnoed tome on at a;zd witii ccniticate of acknowledgrment thereto annexed was adlyitted to record. T imposed by Sec. 54.1-802 of and 58.1-801 have been paid, if assessable �� ,Clerk V